Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_06-cv-02906/USCOURTS-caed-2_06-cv-02906-0/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1001 E.R.I.S.A.: Employee Retirement

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-1- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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THE LAW OFFICE OF STEVEN M. CHABRE 

STEVEN M. CHABRE Bar No. 173271 

1335 Park Avenue 

Alameda, California 94501 

Telephone (510) 749-1440 

Facsimile: (510) 749-0466 

Attorneys for Plaintiff 

SANDRA TINKER 

SEDGWICK, DETERT, MORAN & ARNOLD LLP 

BRUCE D. CELEBREZZE Bar No. 102181 

DENNIS G. ROLSTAD Bar No. 150006 

ERIN A. CORNELL Bar No. 227135 

One Market Plaza 

Steuart Tower, 8th Floor 

San Francisco, California 94105 

Telephone: (415) 781-7900 

Facsimile: (415) 781-2635 

Attorneys for Defendants 

VERSATA, INC. GROUP DISABILITY PLAN 

(erroneously sued herein as VERSATA, INC. GROUP 

DISABILITY INCOME INSURANCE PLAN), and 

CONTINENTAL CASUALTY COMPANY 

UNITED STATES DISTRICT COURT 

EASTERN DISTRICT OF CALIFORNIA, SACRAMENTO DIVISION 

Plaintiff Sandra Tinker and defendants Versata, Inc. Group Disability Plan (the “Plan”) 

and Continental Casualty Company (“Continental”) hereby STIPULATE and AGREE as follows: 

1. Continental was the original insurer and claims administrator for the Versata, Inc. 

Group Disability Plan. In or around 2004, Hartford Life and Accident Insurance Company 

SANDRA TINKER, 

Plaintiff, 

v. 

VERSATA, INC. GROUP DISABILITY 

INCOME INSURANCE PLAN AND 

CONTINENTAL CASUALTY 

COMPANY, 

Defendants. 

CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FOR PROTECTIVE 

ORDER OF CONTINENTAL CASUALTY 

COMPANY’S AND HARTFORD LIFE 

AND ACCIDENT INSURANCE 

COMPANY’S MANUALS AND ORDER 

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Case 2:06-cv-02906-JAM -KJM Document 18 Filed 09/19/07 Page 1 of 6
-2- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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(“Hartford”) purchased Continental’s book of business, and became the insurer and claims 

administrator for the Versata, Inc. Group Disability Plan 

2. In connection with discovery proceedings in this action, Hartford will produce its 

Claims Manual in effect beginning November, 2006 and a version of the Continental Claims 

Manual in effect on January 14, 2004, under the designation “Confidential.” Continental believes 

that the provisions of this Manual are the same as what existed in late 2003, without significant 

change. The Manuals are Confidential information which have not been made public and which 

concerns Hartford’s and Continental’s business practices, including claims handling and analysis 

regarding disputed coverage issues, the disclosure of which information may have the effect of 

causing harm to the competitive position of Hartford and Continental and their presently and/or 

formerly related entities. 

3. In addition to the Manual, in connection with the proceedings in this action, 

Hartford, Continental and plaintiff may designate such other certain documents, material, 

testimony, or other information derived therefrom as “Confidential” under the terms of this 

Stipulation and Stipulated Protective Order. The terms of this Protective Order will also apply to 

such certain other documents designated as “Confidential.” 

4. By designating a document, including documents kept in electronic form, thing, 

material, testimony or other information derived therefrom as “Confidential,” under the terms of 

this stipulation, the party so designating is certifying to the court that there is a good faith basis 

both in law and in fact for the designation. 

5. Confidential documents shall be so designated by stamping copies of the document 

produced to a party with the legend “CONFIDENTIAL.” Stamping the legend 

“CONFIDENTIAL” on the cover of any multipage document shall designate all pages of the 

document as confidential, unless otherwise indicated by the producing party. 

6. Testimony taken at a deposition, conference, hearing or trial may be designated as 

confidential by making a statement to that effect on the record at the deposition or other 

proceeding. Arrangements shall be made with the court reporter taking and transcribing such 

proceeding to separately bind such portions of the transcript containing information designated as 

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-3- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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“Confidential”, and to label such portions appropriately. 

7. The material designated as “Confidential” under this Stipulation, the information 

contained therein, and any summaries, copies, abstracts, or other documents derived in whole or 

in part from material designated as confidential (hereinafter “Confidential Material”) shall be used 

only for the purposes of the prosecution, defense, or settlement of this action, and for no other 

purpose. 

8. Confidential Material produced pursuant to this Stipulation may be disclosed or 

made available only to the Court, to a party, to counsel for a party (including the paralegal, 

clerical, and secretarial staff employed by such counsel), and to the “qualified persons” designated 

below, subject to all other terms of this Stipulation. “Qualified persons” include only: 

a. in-house counsel of a party, or an officer, director, or employee of a party 

deemed necessary by counsel to aid in the prosecution, defense, or settlement of this action; 

b. experts or consultants (together with their clerical staff) retained by such 

counsel to assist in the prosecution, defense, or settlement of this action; 

c. court reporter(s) employed in this action; 

d. a witness at any deposition or other proceeding in this action; and 

e. any other person as to whom the parties in writing agree. 

9. Depositions shall be taken only in the presence of qualified persons. 

10. Nothing herein shall impose any restrictions on the use or disclosure by a party of 

material obtained by such party independent of discovery in this action, whether or not such 

material is also obtained through discovery in this action, or from disclosing its own Confidential 

Material as it deems appropriate. 

11. If Confidential Material is to be included in any papers to be filed in Court, the 

party proposing that such material be filed must first file a motion to obtain a court order allowing 

such information to be filed under seal. If the court grants such a motion, then the material must 

be filed under seal. If the court denies such a motion, then the material may be filed not under 

seal. 

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-4- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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12. In the event that any Confidential Material is used in any court proceeding in this 

action, it shall not lose its confidential status through such use, and the party using such shall take 

all reasonable steps to maintain its confidentiality during such use. 

13. This Stipulation shall be without prejudice to the right of the parties (i) to bring 

before the Court at any time the question of whether any particular document or information is 

confidential or whether its use should be restricted or (ii) to present a motion to the Court for a 

separate protective order as to any particular document or information, including restrictions 

differing from those as specified herein. This Stipulation shall not be deemed to prejudice the 

parties in any way in any future application for modification of this Stipulation. This Stipulation 

shall be effective between the parties irrespective of whether the Court executes this Stipulation 

and Proposed Order. 

14. This Stipulation is entered solely for the purpose of facilitating the exchange of 

documents and information between the parties to this action without involving the Court 

unnecessarily in the process. Nothing in this Stipulation nor the production of any information or 

document under the terms of this Stipulation nor any proceedings pursuant to this Stipulation 

shall be deemed to have the effect of an admission or waiver by any party or of altering the 

confidentiality or nonconfidentiality of any such document or information or altering any existing 

obligation of any party or the absence thereof. 

15. This Stipulation shall survive the final termination of this action, to the extent that 

the information contained in Confidential Material is not or does not become known to the public, 

and the Court shall retain jurisdiction to resolve any dispute concerning the use of information 

disclosed hereunder. Upon termination of this case, counsel for the parties shall assemble and 

return to the producing party all documents, material and deposition transcripts designated as 

confidential by that producing party, and all copies of same, or shall certify the destruction 

thereof. 

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-5- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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IT IS SO STIPULATED. 

DATED: August __, 2007 THE LAW OFFICE OF STEVEN M. CHABRE 

By: 

Steven M. Chabre 

Attorneys for Plaintiff 

SANDRA TINKER 

DATED: August __, 2007 SEDGWICK, DETERT, MORAN & ARNOLD LLP 

By: 

Dennis G. Rolstad 

Erin A. Cornell 

Attorneys for Defendants 

VERSATA, INC. GROUP DISABILITY PLAN and 

CONTINENTAL CASUALTY COMPANY 

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-6- CASE NO. CV 06-02906 RRB-KJM 

STIPULATION FORPROTECTIVE ORDER AND [PROPOSED] ORDER 

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ORDER

IT IS SO ORDERED. 

DATED: September 18, 2007 

 /s/ Ralph R. Beistline________________

 HONORABLE RALPH R. BEISTLINE 

 UNITED STATES DISTRICT JUDGE 

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