Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_16-cv-02276/USCOURTS-cand-3_16-cv-02276-7/pdf.json

Parties Involved:
John Chapman
Plaintiff
PricewaterhouseCoopers LLP
Defendant
Steve Rabin
Plaintiff

Document Text:

STIPULATION AND [PROPOSED] ORDER RE 

PROCESS FOR PRODUCTION OF ESI 

CASE NO. 16-CV-02276-JST 

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Jahan C. Sagafi (Cal. Bar No. 224887)

Katrina L. Eiland (Cal. Bar No. 275701) 

OUTTEN & GOLDEN LLP 

One Embarcadero Center, 38th Floor 

San Francisco, CA 94111 

Telephone: (415) 638-8800 

Facsimile: (415) 638-8810 

E-mail: jsagafi@outtengolden.com 

E-mail: keiland@outtengolden.com 

Adam T. Klein (admitted pro hac vice) 

OUTTEN & GOLDEN LLP 

685 Third Avenue, 25th Floor 

New York, New York 10017 

Telephone: (212) 245-1000 

Facsimile: (646) 509-2060 

E-mail: atk@outtengolden.com

Daniel Kohrman (admitted pro hac vice)

Laurie McCann (admitted pro hac vice) 

Dara Smith (admitted pro hac vice) 

AARP FOUNDATION LITIGATION 

601 E. Street, N.W. 

Washington, D.C. 20049 

Telephone: (202) 434-2060 

Facsimile: (202) 434-2082 

E-mail: dkohrman@aarp.org 

E-mail: lmccann@aarp.org 

E-mail: dsmith@aarp.org 

Jennifer L. Liu (Cal. Bar No. 279370) 

THE LIU LAW FIRM, P.C. 

1170 Market Street, Suite 700 

San Francisco, CA 94102 

Telephone: (415) 896-4260 

Facsimile: (415) 231-0011 

E-mail: jliu@liulawpc.com 

Attorneys for Plaintiffs and Proposed Class and Collective Members

Michael P. Esser (Cal. Bar No. 268634) 

KIRKLAND & ELLIS LLP 

555 California Street 

San Francisco, CA 94104 

Telephone: (415) 439-1400 

Facsimile: (415) 439-1500 

E-mail: michael.esser@kirkland.com 

Attorneys for Defendant 

Emily Nicklin (admitted pro hac vice)

Gabor Balassa (admitted pro hac vice) 

Christina Briesacher (admitted pro hac vice) 

Mark Premo-Hopkins (admitted pro hac vice) 

KIRKLAND & ELLIS LLP 

300 N. LaSalle 

Chicago, IL 60654 

Telephone: (312) 862-2000 

Facsimile: (312) 862-2200 

E-mail: emily.nicklin@kirkland.com 

E-mail: gabor.balassa@kirkland.com 

E-mail: christina.briesacher@kirkland.com

E-Mail: mark.premohopkins@kirkland.com 

UNITED STATES DISTRICT COURT 

NORTHERN DISTRICT OF CALIFORNIA 

SAN FRANCISCO DIVISION 

STEVE RABIN and JOHN CHAPMAN, 

on behalf of themselves, and all others 

similarly situated, 

 Plaintiffs, 

 v. 

PRICEWATERHOUSECOOPERS LLP, 

 Defendant. 

Case No. 16-cv-02276-JST 

STIPULATION AND [PROPOSED] ORDER 

RE PROCESS FOR PRODUCTION OF 

ELECTRONICALLY STORED 

INFORMATION (ESI)

Hon. Judge Jon S. Tigar 

Case 3:16-cv-02276-JST Document 76 Filed 02/21/17 Page 1 of 5
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STIPULATION AND [PROPOSED] ORDER RE 

PROCESS FOR PRODUCTION OF ESI 

CASE NO. 16-CV-02276-JST 

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WHEREAS, on February 16, 2017, the Court instructed Plaintiffs and 

PricewaterhouseCoopers LLP (“PwC”), to meet and confer regarding electronically stored 

information (“ESI”) and file this stipulation; 

WHEREAS, today, the Court entered a Minute Order, ECF No. 72, instructing the Parties 

to submit, today, “a joint stipulation or competing proposals establishing a date for the 

submission of a discovery letter brief addressing ESI”; 

WHEREAS, the Parties have met and conferred by telephone today and reached 

agreement on a process for ESI discovery and a deadline for submission of any disagreement 

regarding ESI discovery; 

THEREFORE, IT IS HEREBY STIPULATED that: 

 Wednesday, March 1, 2017: Plaintiffs will provide to PwC their opening proposal 

regarding custodians, sources of ESI, and potential search terms, noting which 

search terms are related to which document requests. Plaintiffs intend to include 

some questions regarding who the most appropriate custodians should be for 

certain topics; PwC reserves all rights with respect to the propriety of such 

questions. The parties may use traditional search terms or another method, such as 

technology-assisted review (“TAR”), depending on their negotiations in the next 

step. 

 March and April 2017: The parties will negotiate regarding custodians, sources, 

search process (e.g., traditional search terms, TAR, etc.). 

 Friday, April 28, 2017: The parties will file a notice stating either (a) their 

agreement as to these issues or (b) their need to file a joint letter brief regarding 

areas of disagreement by May 9, 2017 

 Later: PwC will collect, process, and produce the ESI on a rolling basis.

 

Case 3:16-cv-02276-JST Document 76 Filed 02/21/17 Page 2 of 5
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STIPULATION AND [PROPOSED] ORDER RE 

PROCESS FOR PRODUCTION OF ESI 

CASE NO. 16-CV-02276-JST 

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Respectfully submitted, 

Dated: February 17, 2017 By: /s/ Jahan C. Sagafi 

 Jahan C. Sagafi 

Jahan C. Sagafi (Cal. Bar No. 224887) 

Katrina L. Eiland (Cal. Bar No. 275701) 

OUTTEN & GOLDEN LLP 

One Embarcadero Center, 38th Floor 

San Francisco, CA 94111 

Telephone: (415) 638-8800 

Facsimile: (415) 638-8810 

E-mail: jsagafi@outtengolden.com 

E-mail: keiland@outtengolden.com 

Adam T. Klein (admitted pro hac vice) 

OUTTEN & GOLDEN LLP 

685 Third Avenue, 25th Floor 

New York, New York 10017 

Telephone: (212) 245-1000 

Facsimile: (646) 509-2060 

E-mail: atk@outtengolden.com 

Daniel Kohrman (admitted pro hac vice) 

Laurie McCann (admitted pro hac vice) 

Dara Smith (admitted pro hac vice) 

AARP FOUNDATION LITIGATION 

601 E. Street, N.W. 

Washington, D.C. 20049 

Telephone: (202) 434-2060 

Facsimile: (202) 434-2082 

E-mail: dkohrman@aarp.org 

E-mail: lmccann@aarp.org 

E-mail: dsmith@aarp.org 

Jennifer L. Liu (Cal. Bar No. 279370) 

THE LIU LAW FIRM, P.C. 

1170 Market Street, Suite 700 

San Francisco, CA 94102 

Telephone: (415) 896-4260 

Facsimile: (415) 231-0011 

E-mail: jliu@liulawpc.com 

Counsel for Plaintiffs and Proposed Class and 

Collective Members 

Case 3:16-cv-02276-JST Document 76 Filed 02/21/17 Page 3 of 5
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STIPULATION AND [PROPOSED] ORDER RE 

PROCESS FOR PRODUCTION OF ESI 

CASE NO. 16-CV-02276-JST 

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Dated: February 17, 2017 By: /s/ Emily Nicklin 

 Emily Nicklin 

Emily Nicklin (pro hac vice) 

Gabor Balassa (pro hac vice) 

Christina Briesacher (pro hac vice) 

Mark Premo-Hopkins (pro hac vice) 

KIRKLAND & ELLIS LLP 

300 North LaSalle 

Chicago, IL 60654 

Telephone: (312) 862-2000 

Facsimile: (312) 862-2200 

E-mail: christina.briesacher@kirkland.com 

E-mail: gabor.balassa@kirkland.com 

E-Mail: christina.briesacher@kirkland.com 

E-Mail: mark.premohopkins@kirkland.com 

Michael P. Esser (Cal. Bar No. 268634) 

KIRKLAND & ELLIS LLP 

555 California Street 

San Francisco, CA 94104 

Telephone: (415) 439-1400 

Facsimile: (415) 439-1500 

E-mail: michael.esser@kirkland.com 

Attorneys for Defendant 

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STIPULATION AND [PROPOSED] ORDER RE 

PROCESS FOR PRODUCTION OF ESI 

CASE NO. 16-CV-02276-JST 

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PURSUANT TO THE STIPULATION, IT IS SO ORDERED. 

Date: _____________________ _____________________________ 

Honorable Jon S. Tigar 

 United States District Judge 

February 21, 2017

Case 3:16-cv-02276-JST Document 76 Filed 02/21/17 Page 5 of 5