Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-5_16-cv-05917/USCOURTS-cand-5_16-cv-05917-0/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 29:1132 E.R.I.S.A.: Employee Benefits

---

Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

BRIAN H. KIM (SBN 215492)

JAMES P. KEENLEY (SBN 253106)

EMILY A. BOLT (SBN 253109)

BOLT KEENLEY KIM, LLP

1010 Grayson Street, Suite Three

Berkeley, CA 94710

Telephone: (510) 225-0696

Facsimile: (510) 225-1095

Attorneys for Plaintiff

DEBRA MEDINA

PAMELA E. COGAN (SBN 105089)

BLAKE J. RUSSUM (SBN 258031)

ROPERS, MAJESKI, KOHN & BENTLEY

1001 Marshall Street, Suite 500

Redwood City, CA 94063-2052

Telephone: (650) 364-8200

Facsimile: (650) 780-1701

Email: pamela.cogan@rmkb.com

blake.russum@rmkb.com

Attorneys for Defendant

LIBERTY LIFE ASSURANCE COMPANY OF 

BOSTON

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

DEBRA MEDINA,

Plaintiff,

v.

LIBERTY LIFE ASSURANCE 

COMPANY OF BOSTON,

Defendant.

CASE NO. 5:16-CV-05917-EJD

STIPULATED PROTECTIVE ORDER AND 

ORDER

IT IS HEREBY STIPULATED AND AGREED by Plaintiff Debra Medina (“Plaintiff”) 

Defendant Liberty Life Assurance Company of Boston (“Defendant” or “Liberty”), by and 

through their attorneys of record, that the following agreement for protective order regarding the 

viewing, disclosure, dissemination and custody of certain documents shall be, and hereby is, 

binding on them, their counsel, and other persons as set forth herein; and that they hereby 

stipulate and respectfully request an order of the Court as follows:

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 1 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 2 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

1.0 RECITALS

1.1 Cadence Design Systems, Inc. (“Cadence”) possesses certain information that 

Plaintiff and Cadence desire to keep confidential, but which is the proper subject of Defendant’s 

discovery in this case. Plaintiff is also precluded through a confidentiality provision from 

disclosing the confidential information that Defendant seeks.

1.2 Plaintiff and Defendant (collectively referred to herein as “the Parties”) desire to 

stipulate to a protective order sanctioned by the Court to protect such confidential information 

from unnecessary disclosure and to enable Cadence to produce the confidential information 

sought by Defendant.

1.3 In consideration of the foregoing, the Parties hereby stipulate and agree to the 

following:

(a) All Parties agree to this Protective Order and hereby move the court to 

enter it as an order of the court for the purpose of limiting the dissemination and use of the 

Confidential Documents and Information identified and produced hereunder.

(b) Confidential Documents and Information produced by Cadence pursuant to 

this Protective Order may only be used in this litigation, subject to the terms and conditions stated 

herein. They shall not be used for any other purpose, or in connection with any other litigation, 

case or action.

(c) This stipulation is subject to the court’s order for the purpose of limiting 

the dissemination of the documents produced hereunder. Production of Confidential Documents 

and Information identified herein shall be and are subject to the following protective order.

(d) All parties in this action shall submit this stipulation and proposed 

protective order to the court for signature to become an order of the court for the purpose of 

limiting the dissemination and use of the Confidential Documents and Information produced 

hereunder, without prejudice to the Parties’ right to challenge the confidentiality of any 

Confidential Documents and Information produced hereunder.

(e) The Parties reserve the right to supplement and amend this Stipulation and 

Protective Order to, among other things, include within the definition of “Confidential 

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 2 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 3 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

Documents and Information” any additional confidential, proprietary, or private documents and 

information for which special protection from public disclosure and from use for any purpose 

other than prosecuting this litigation is warranted, excluding any documents or information 

produced pursuant to subpoena prior to the date on which this Protective Order is entered. 

2.0 DEFINITIONS

2.1 Party. The term “Party” or “Parties” as used herein means any party to this action,

and includes their officers, directors, employees, and attorneys as well as the support staff for 

their attorneys.

2.2 Confidential Documents and Information. The term “Confidential Documents and 

Information” as used herein means and includes the following: 

(a) All documents constituting the purported release of all claims executed by 

Plaintiff with respect to her former employment with Cadence Design Systems, Inc., including all 

documents incorporated or referenced therein. 

3.0 SCOPE

3.1 Confidential Documents and Information produced or designated pursuant to this 

Protective Order may only be used in the above-entitled action, subject to the terms and 

conditions stated herein. A Party may use Confidential Documents and Information only to 

evaluate, prosecute, defend, support, challenge or attempt to settle the claims or defenses of the 

Parties in the above-captioned case, including any appeals or writs from any judgment or order 

entered therein.

3.2 Confidential Documents and Information shall not be used, filed, published, or 

disseminated to persons not authorized to receive them under Section 6.0 of this Order, infra, for 

any other purpose or reason, or in connection with any other litigation, civil or administrative 

action, legal proceeding, lawsuit, or case, without an order issued by a court of competent 

jurisdiction, the written agreement of the Parties, or a valid warrant or subpoena of a state or 

federal law enforcement agency or officer.

4.0 DESIGNATING PROTECTED MATERIAL

4.1 Designation in conformity with this Order requires the following:

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 3 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 4 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

(a) For designation of Confidential Documents and Information in 

documentary form, in producing it to the Parties Cadence shall affix the label “CONFIDENTIAL 

— PRODUCED PURSUANT TO PROTECTIVE ORDER ENTERED IN CASE NO. 5:16-CV05917-EJD” on each page that contains protected material. 

(b) For information produced electronically or in any other form other than 

documentary, and for any other tangible items, in producing it Cadence must affix in a prominent 

place on the exterior of the container or containers in which the information or item is stored the 

label “CONFIDENTIAL — PRODUCED PURSUANT TO PROTECTIVE ORDER ENTERED 

IN CASE NO. 5:16-CV-05917-EJD.” 

5.0 DURATION

Even after the termination of this litigation, the confidentiality obligations imposed herein 

shall remain in effect until all Parties agree otherwise in writing or a court order otherwise directs. 

6.0 USE OF DOCUMENTS AND INFORMATION SUBJECT TO THIS ORDER

6.1 The Confidential Documents and Information produced under this Order may be 

disclosed by the receiving Parties only to the following persons, and may be used only for the 

purposes of prosecuting or defending claims asserted in this action:

(a) The attorneys of record for the receiving Parties and (i) their employees 

and (ii) outside legal support service personnel to whom the attorneys of record reasonably 

believe it necessary to show the Confidential Documents and Information for purposes of this 

litigation;

(b) Experts and consultants and their employees who, prior to receiving 

Confidential Documents and Information;

(c) The Court and court personnel pursuant to the procedures set forth herein;

(d) Persons to whom the documents are otherwise lawfully available outside of 

this litigation, such as third-party authors or recipients;

(e) The receiving Party or representatives or agents of the receiving Party to 

whom attorneys for the receiving Parties believe it is necessary that the documents be shown for 

the purposes of this litigation; and

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 4 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 5 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

(f) Such other persons as are designated by written agreement between the 

Parties.

7.0 UNAUTHORIZED DISCLOSURE OF CONFIDENTIAL DISCOVERY

7.1 An inadvertent failure to designate qualified information or items as 

“CONFIDENTIAL” does not, by itself, waive the right of the Party producing it to secure 

protection under this Order for such material. If material is appropriately designated as 

“CONFIDENTIAL — PRODUCED PURSUANT TO PROTECTIVE ORDER ENTERED IN 

CASE NO. 5:16-CV-05917-EJD” after the material was initially produced, all Parties receiving it, 

on timely notification of the designation, must assure that the material is treated in accordance 

with the provisions of this Order.

7.2 If a receiving Party learns that, by inadvertence or otherwise, it has disclosed 

Confidential Documents and Information to any person or in any circumstance not authorized 

under this Protective Order, the receiving Party must immediately (a) notify in writing Cadence of 

the unauthorized disclosures, (b) use its best efforts to retrieve all copies of the Confidential 

Documents and Information; and (c) inform the person or persons to whom unauthorized 

disclosures were made of all the terms of this Order.

8.0 USE OF CONFIDENTIAL DOCUMENTS AND INFORMATION

8.1 A Party may use Confidential Documents and Information only to evaluate, 

prosecute, defend, support, challenge or attempt to settle the claims or defenses of the Parties in 

the above-captioned case, including any appeals or writs from any judgment or order entered in 

this case. Confidential Documents and Information shall be used for no other purpose or reason 

whatsoever, or in connection with other lawsuits, civil or administrative actions, legal 

proceedings or process, claims or demands, unless otherwise ordered by a court of competent 

jurisdiction, or by a law enforcement agency or officer pursuant to a valid warrant or subpoena. 

8.2 Confidential Documents and Information disclosed pursuant to this Protective 

Order may be used in connection with any trial or other proceeding in this case, including 

motions. The use of any Confidential Documents and Information under the terms of this 

Protective Order at trial will be subject to the terms and conditions of this Stipulated Protective 

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 5 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 6 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

Order.

8.3 In the event that any Party receives a subpoena, request for production, court order 

or other formal demand for the production or disclosure of any Confidential Documents and 

Information, the Party shall notify Cadence of such subpoena, request, order or formal demand in 

writing as soon as practicable, but no later than 14 calendar days prior to the date of the required 

response to such subpoena, request, order or formal demand. Such notification must include a 

copy of the subpoena, request, order or demand. In addition, within five (5) calendar days of 

receiving any such subpoena, request for production, court order or other formal demand, the 

Party must immediately inform the person or entity who issued it in writing that some or all the 

material covered by the subpoena, request, order or demand is the subject of this Protective 

Order, and provide a copy of this Protective Order to that person or entity.

9.0 FILING CONFIDENTIAL DOCUMENTS UNDER SEAL

9.1 No Party may file in the public record in this action any Confidential Documents 

and Information without a court order secured after proper notice to all Parties. Counsel seeking 

to file any pleadings, memoranda, declarations, documentary evidence or other evidence, 

motions, forms or other documents with any court, including the U.S. District Court for the 

Northern District of California, which reveal any portion of the contents of the Confidential 

Documents and Information or notes relating thereto, shall first file a written request for a sealing 

order setting forth good cause for the order under the rules of that court (e.g., Civil Local Rule 79-

5). 

9.2 Pursuant to Civil Local Rule 79-5, no documents shall be filed under seal in the 

U.S. District Court for the Northern District of California without prior approval by the Court. If 

a filing under seal is requested, a written application and proposed order shall be presented along 

with the document for filing under seal. The original and judge’s copy of the document shall be 

sealed in separate envelopes with a copy of the title page attached to the front of each envelope.

9.3 Applications and Orders to Seal, along with the material to be placed under seal, 

shall not be filed electronically, but shall be filed traditionally in the manner prescribed by Civil 

Local Rule 79-5. Attorneys filing a document under this provision shall file electronically a 

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 6 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 7 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

Notice of Manual Filing.

9.4 At any hearing or proceeding in which any Confidential Documents and 

Information covered by this Protective Order is, or shall be, referred to, discussed or otherwise 

revealed, counsel for either party may request that the hearing or proceeding be conducted under 

seal. Any records made of proceedings conducted under seal shall also be sealed if the Court so 

orders. 

10.0 JURISDICTION

10.1 The Parties, their attorneys, experts, investigators, consultants and witnesses who 

view or take custody of the Confidential Documents and Information agree to be subject to the 

jurisdiction of the United States District Court for the Central District of California for contempt 

and other appropriate proceedings in the event of any violation of this Protective Order. 

10.2 The United States District Court for the Central District of California shall retain 

jurisdiction to enforce the terms of this Protective Order for up to twelve (12) months after the 

final termination of this action.

11.0 ORDER BINDING UPON SUCCESSORS AND ASSIGNS 

All the terms of this Protective Order shall be binding upon and inure to the benefit of the 

Parties hereto and to their successors and assigns.

///

///

///

///

///

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 7 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 8 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

I have read the above Stipulation and Protective Order and agree to abide by the terms set 

forth therein on behalf of myself, my law firm, and my client or clients, on whose behalf I am 

authorized to enter into this Stipulation and Protective Order.

IT IS SO STIPULATED.

Pursuant to Local Rule 5-4.3.4(a)(2)(i), the undersigned hereby attests that all signatories 

to this Stipulation, and all parties on whose behalf the filing is submitted, have authorized its 

filing.

Dated: March 14, 2017 BOLT KEENLEY KIM LLP

By: /s/ Brian H. Kim

BRIAN H. KIM

JAMES P. KEENLEY

EMILY BOLT

Attorneys for Plaintiff

DEBRA MEDINA

Dated: March 14, 2017 ROPERS, MAJESKI, KOHN & BENTLEY

By: /s/ Blake J. Russum

PAMELA E. COGAN

BLAKE J. RUSSUM

Attorneys for Defendant

LIBERTY LIFE ASSURANCE 

COMPANY OF BOSTON

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 8 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 9 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

[PROPOSED] ORDER

Pursuant to the parties’ stipulation, and good cause showing, IT IS SO ORDERED.

Dated: March 16, 2017

By: 

HON. SUSAN VAN KEULEN

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 9 of 10
Ropers Majeski Kohn & Bentley

A Professional Corporation

Redwood City

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

4811-6067-8981.1 - 10 - STIPULATED PROTECTIVE ORDERCASE NO: 5:16-CV-05917-EJD

EXHIBIT “A”

VIEWING AND CUSTODY RECORD AGREEMENT

I, ___________________________________________________, hereby certify my 

understanding that confidential information is being provide to me pursuant to the terms of the 

Protective Order dated March ______, 2017 in the matter of Medina v. Liberty Life Assurance 

Company of Boston, United States District Court, Northern District of California, Case No. 5:16-

cv-05917-EJD. I have been given a copy of and read the terms of the Protective Order and 

hereby agree to be bound by its terms, including that I am subject to the jurisdiction of United 

States District Court for the Northern District of California for contempt and other appropriate 

proceedings in the event of an alleged violation of this Protective Order. I agree that I will not 

disclose any Confidential Documents and Information as defined in the Protective Order, 

information contained therein, or notes thereof to any persons or in any manner not specifically

authorized by the Protective Order. I also agree that I will not copy or use any Confidential 

Documents and Information, information contained therein, or notes thereof, except as expressly

authorized by the Protective Order. I agree that I will return all Confidential Documents and 

Information and notes thereof, including any and all copies of them, no later than ten (10) days 

after the final termination of this action to the counsel for the party who provided such documents 

or notes to me.

I declare under penalty of perjury under the laws of the United States that the foregoing is 

true and correct.

Dated: ___________________ ________________________________________

Case 5:16-cv-05917-EJD Document 22 Filed 03/16/17 Page 10 of 10