Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-4_05-cv-04362/USCOURTS-cand-4_05-cv-04362-2/pdf.json

Parties Involved:
Linda Batiste
Plaintiff
Verizon Wireless
Defendant

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STIPULATED PROTECTIVE ORDER 

 

 

CASE NO. C-05-04362 

 

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA 

(SAN FRANCISCO DIVISION)

LINDA BATISTE, 

Plaintiff, 

v. 

VERIZON WIRELESS, 

Defendant. 

Case No. 3:05-cv-04362-PJH 

STIPULATED PROTECTIVE ORDER 

1. PURPOSES AND LIMITATIONS

Disclosure and discovery activity in this action are likely to involve production of 

confidential, proprietary, or private information for which special protection from public 

disclosure and from use for any purpose other than prosecuting this litigation would be warranted. 

Accordingly, the parties hereby stipulate to and petition the Court to enter the following 

Stipulated Protective Order. The parties acknowledge that this Order does not confer blanket 

protections on all disclosures or responses to discovery and that the protection it affords extends 

only to the limited information or items that are entitled under the applicable legal principles to 

treatment as confidential. 

Case 4:05-cv-04362-PJH Document 18 Filed 08/23/06 Page 1 of 12
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STIPULATED PROTECTIVE ORDER 

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2. DEFINITIONS

2.1 Party: Any party to this action, including all of the officers, directors, employees, 

consultants, retained experts, and outside counsel (and their support staff) of any party. 

2.2 Disclosure or Discovery Material: All items or information, regardless of the 

medium or manner generated, stored, or maintained (including, among other things, testimony, 

transcripts, or tangible things) that are produced or generated in disclosures or responses to 

discovery in this matter. 

2.3 “Confidential” Information or Items: Information (regardless of how generated, 

stored or maintained) or tangible things that qualify for protection under standards developed 

under California state law. 

2.4 “Highly Confidential – Attorneys’ Eyes Only” Information or Items: Extremely 

sensitive “Confidential Information or Items” whose disclosure to another Party or nonparty 

would create a substantial risk of serious injury that could not be avoided by less restrictive 

means. 

2.5 Receiving Party: A Party that receives Disclosure or Discovery Material from a 

Producing Party. 

2.6 Producing Party: A Party or non-party that produces Disclosure or Discovery 

Material in this action. 

2.7 Designating Party: A Party or non-party that designates information or items that it 

produces in disclosures or in responses to discovery as “Confidential” or “Highly Confidential — 

Attorneys’ Eyes Only.” 

2.8 Protected Material: Any Disclosure or Discovery Material that is designated as 

“Confidential” or as “Highly Confidential – Attorneys’ Eyes Only.” 

2.9 Outside Counsel: Attorneys who are not employees of a Party but who are retained 

to represent or advise a Party in this action. 

2.10 House Counsel: Attorneys who are employees of a Party. 

2.11 Counsel (without qualifier): Outside Counsel and House Counsel (as well as their 

support staffs). 

Case 4:05-cv-04362-PJH Document 18 Filed 08/23/06 Page 2 of 12
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STIPULATED PROTECTIVE ORDER 

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2.12 Expert: A person with specialized knowledge or experience in a matter pertinent to 

the litigation who has been retained by a Party or its counsel to serve as an expert witness or as a 

consultant in this action and who is not a current employee of a Party and who, at the time of 

retention, is not anticipated to become an employee of a Party. This definition includes a 

professional jury or trial consultant retained in connection with this litigation. 

2.13 Professional Vendors: Persons or entities that provide litigation support services 

(e.g., photocopying; videotaping; translating; preparing exhibits or demonstrations; organizing, 

storing, retrieving data in any form or medium; etc.) and their employees and subcontractors. 

3. SCOPE

The protections conferred by this Stipulation and Order cover not only Protected Material 

(as defined above), but also any information copied or extracted therefrom, as well as all copies, 

excerpts, summaries, or compilations thereof, plus testimony, conversations, or presentations by 

parties or counsel to or in court or in other settings that might reveal Protected Material. 

4. DURATION

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

Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 

otherwise directs. 

5. DESIGNATING PROTECTED MATERIAL

5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party 

or non-party that designates information or items for protection under this Order must take care to 

limit any such designation to specific material that qualifies under the appropriate standards. A 

Designating Party must take care to designate for protection only those parts of material, 

documents, items, or oral or written communications that qualify – so that other portions of the 

material, documents, items, or communications for which protection is not warranted are not 

swept unjustifiably within the ambit of this Order. 

Mass, indiscriminate, or routinized designations are prohibited. Designations that are 

shown to be clearly unjustified, or that have been made for an improper purpose (e.g., to 

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STIPULATED PROTECTIVE ORDER 

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unnecessarily encumber or retard the case development process, or to impose unnecessary 

expenses and burdens on other parties), expose the Designating Party to sanctions. 

If it comes to a Party’s or a non-party’s attention that information or items that it 

designated for protection do not qualify for protection at all, or do not qualify for the level of 

protection initially asserted, that Party or non-party must promptly notify all other parties that it is 

withdrawing the mistaken designation. 

5.2 Manner and Timing of Designations. Except as otherwise provided in this Order 

(see, e.g., second paragraph of section 5.2(a), below), or as otherwise stipulated or ordered, 

material that qualifies for protection under this Order must be clearly so designated before the 

material is disclosed or produced. 

Designation in conformity with this Order requires: 

(a) For information in documentary form (apart from transcripts of depositions 

or other pretrial or trial proceedings), that the Producing Party affix the legend 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” on each 

page that contains protected material. 

A Party or non-party that makes original documents or materials available for 

inspection need not designate them for protection until after the inspecting Party has indicated 

which material it would like copied and produced. During the inspection and before the 

designation, all of the material made available for inspection shall be treated as “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” After the inspecting Party has identified the 

documents it wants copied and produced, the Producing Party must determine which documents, 

or portions thereof, qualify for protection under this Order, then, before producing the specified 

documents, the Producing Party must affix the appropriate legend (“CONFIDENTIAL” or 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY”) at the top of each page that 

contains Protected Material. 

(b) For testimony given in deposition or in other pretrial or trial proceedings, 

that the Party or non-party offering or sponsoring the testimony identify on the record, before the 

close of the deposition, hearing, or other proceeding, all protected testimony, and further specify 

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STIPULATED PROTECTIVE ORDER 

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any portions of the testimony that qualify as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL 

– ATTORNEYS’ EYES ONLY.” When it is impractical to identify separately each portion of 

testimony that is entitled to protection, and when it appears that substantial portions of the 

testimony may qualify for protection, the Party or non-party that sponsors, offers, or gives the 

testimony may invoke on the record (before the deposition or proceeding is concluded) a right to 

have up to 20 days to identify the specific portions of the testimony as to which protection is 

sought and to specify the level of protection being asserted (“CONFIDENTIAL” or “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY”). 

Only those portions of the testimony that are appropriately designated for 

protection within the 20 days shall be covered by the provisions of this Stipulated Protective 

Order. 

Transcript pages containing Protected Material shall be stamped at the top of each 

such page with the legend “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” as instructed by the Party or nonparty offering or sponsoring the 

witness or presenting the testimony. 

(c) For information produced in some form other than documentary, and for 

any other tangible items, that the Producing Party affix in a prominent place on the exterior of the 

container or containers in which the information or item is stored the legend “CONFIDENTIAL” 

or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 

5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 

designate qualified information or items as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL 

– ATTORNEYS’ EYES ONLY” does not, standing alone, waive the Designating Party’s right to 

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

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” after the 

material was initially produced, the Receiving Party, on timely notification of the designation, 

must make reasonable efforts to assure that the material is treated in accordance with the 

provisions of this Order. 

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STIPULATED PROTECTIVE ORDER 

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6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1 Timing of Challenges. Unless a prompt challenge to a Designating Party’s 

confidentiality designation is necessary to avoid foreseeable substantial unfairness, unnecessary 

economic burdens, or a later significant disruption or delay of the litigation, a Party does not 

waive its right to challenge a confidentiality designation by electing not to mount a challenge 

promptly after the original designation is disclosed. 

6.2 Meet and Confer. A Party that elects to initiate a challenge to a Designating Party’s 

confidentiality designation must do so in good faith and must begin the process by conferring 

directly with counsel for the Designating Party. Counsel for the challenging Party will attempt in 

good faith to confer directly with counsel for the Designating Party via voice to voice 

communications. However, to the extent voice to voice communication does not prove 

practicable, other means may be utilized as a first step in the conferral process provided that voice 

to voice communication does occur prior to any judicial intervention. In conferring, the 

challenging Party must explain the basis for its belief that the confidentiality designation was not 

proper and must give the Designating Party an opportunity to review the designated material, to 

reconsider the circumstances, and, if no change in designation is offered, to explain the basis for 

the chosen designation. A challenging Party may proceed to the next stage of the challenge 

process only if it has engaged in this meet and confer process first. 

6.3 Judicial Intervention. A Party that elects to press a challenge to a confidentiality 

designation after considering the justification offered by the Designating Party may file and serve 

a motion that identifies the challenged material and sets forth in detail the basis for the challenge. 

Each such motion must be accompanied by a competent declaration that affirms that the movant 

has complied with the meet and confer requirements imposed in the preceding paragraph and that 

sets forth with specificity the justification for the confidentiality designation that was given by the 

Designating Party in the meet and confer dialogue. 

The burden of persuasion in any such challenge proceeding shall be on the Designating 

Party. Until the court rules on the challenge, all parties shall continue to afford the material in 

question the level of protection to which it is entitled under the Producing Party’s designation. 

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STIPULATED PROTECTIVE ORDER 

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7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or 

produced by another Party or by a non-party in connection with this case only for prosecuting, 

defending, or attempting to settle this litigation. Such Protected Material may be disclosed only 

to the categories of persons and under the conditions described in this Order. When the litigation 

has been terminated, a Receiving Party must comply with the provisions of Section 11, below 

(FINAL DISPOSITION). 

Protected Material must be stored and maintained by a Receiving Party at a location and 

in a secure manner that ensures that access is limited to the persons authorized under this Order. 

7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise ordered 

by the court or permitted in writing by the Designating Party, a Receiving Party may disclose any 

information or item designated CONFIDENTIAL only to: 

(a) The Receiving Party’s Outside Counsel of record in this action, as well as 

employees of said Counsel to whom it is reasonably necessary to disclose the information for this 

litigation; 

(b) The Receiving Party, including the officers, directors, and employees 

(including House Counsel) of the Receiving Party to whom disclosure is reasonably necessary for 

this litigation; 

(c) Experts (as defined in this Order) of the Receiving Party to whom 

disclosure is reasonably necessary for this litigation and who have signed the “Agreement to Be 

Bound by Protective Order” (Exhibit A); 

(d) The Court and its personnel; 

(e) Court reporters, their staffs, and professional vendors to whom disclosure 

is reasonably necessary for this litigation and who have signed the “Agreement to Be Bound by 

Protective Order” (Exhibit A); 

(f) During and/or in preparation for their depositions, witnesses in the action 

to whom disclosure is reasonably necessary and who have signed the “Agreement to Be Bound by 

Protective Order” (Exhibit A). Pages of transcribed deposition testimony or exhibits to 

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STIPULATED PROTECTIVE ORDER 

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depositions that reveal Protected Material must be separately labeled and may not be disclosed to 

anyone except as permitted under this Stipulated Protective Order; and 

(g) The author of the document or the original source of the information. 

7.3 Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 

Information or Items. Unless otherwise ordered by the court or permitted in writing by the 

Designating Party, any information or item designated “HIGHLY CONFIDENTIAL – 

ATTORNEYS’ EYES ONLY” shall not be received or viewed by the Receiving Party and shall 

only be disclosed to: 

(a) The Receiving Party’s Outside Counsel of record in this action, as well as 

employees of said Outside Counsel to whom it is reasonably necessary to disclose the information 

for this litigation; 

(b) The Receiving Party’s House Counsel to whom disclosure is reasonably 

necessary for this litigation; 

(c) The Receiving Party’s employees to whom disclosure is reasonably 

necessary for the purposes of this litigation; 

(d) Experts (as defined in this Order) (1) to whom disclosure is reasonably 

necessary for this litigation and (2) who have signed the “Agreement to Be Bound by Protective 

Order” (Exhibit A). 

(e) The Court and its personnel; 

(f) Court reporters, their staffs, and professional vendors to whom disclosure 

is reasonably necessary for this litigation and who have signed the “Agreement to Be Bound by 

Protective Order” (Exhibit A); and 

(g) The author of the document or the original source of the information. 

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER 

LITIGATION.

If a Receiving Party is served with a subpoena or an order issued in other litigation that 

would compel disclosure of any information or items designated in this action as 

“CONFIDENTIAL” or “HIGHLY CONFIDENTIAL—ATTORNEYS’ EYES ONLY,” the 

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STIPULATED PROTECTIVE ORDER 

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Receiving Party must so notify the Designating Party, in writing (by fax, if possible) immediately 

and in no event more than three court days after receiving the subpoena or order. Such 

notification must include a copy of the subpoena or court order. 

The Receiving Party also must immediately inform in writing the Party who caused the 

subpoena or order to issue in the other litigation that some or all the material covered by the 

subpoena or order is the subject of this Protective Order. In addition, the Receiving Party must 

deliver a copy of this Stipulated Protective Order promptly to the Party in the other action that 

caused the subpoena or order to issue. 

The purpose of imposing these duties is to alert the interested parties to the existence of 

this Protective Order and to afford the Designating Party in this case an opportunity to try to 

protect its confidentiality interests in the court from which the subpoena or order issued. The 

Designating Party shall bear the burdens and the expenses of seeking protection in that court of its 

confidential material – and nothing in these provisions should be construed as authorizing or 

encouraging a Receiving Party in this action to disobey a lawful directive from another court. 

9. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL

If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 

Material to any person or in any circumstance not authorized under this Stipulated Protective 

Order, the Receiving Party must immediately (a) notify in writing the Designating Party of the 

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

inform the person or persons to whom unauthorized disclosures were made of all the terms of this 

Order, and (d) request such person or persons to execute the “Acknowledgment and Agreement to 

Be Bound” that is attached hereto as Exhibit A. 

10. FILING PROTECTED MATERIAL. 

Except as provided in this paragraph, without written permission from the Designating 

Party or a court order secured after appropriate notice to all interested persons, a Party may not 

file in the public record in this action any Protected Material. A Party that seeks to file under seal 

any Protected Material must comply with the Federal Rules of Civil Procedure and Rule 79.5 of 

the Local Rules of the United States District Court for the Northern District of California. If the 

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STIPULATED PROTECTIVE ORDER 

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Court denies the request to seal, then the Receiving Party must wait three business days. If the 

Designating Party does not file a motion for a protective order within three business days of the 

denial of the request to seal, the Receiving Party may file the Protected Material in the public 

record. If the Designating Party moves for a protective order within three business days, the 

Receiving Party may, in opposing such motion, seek leave to file the Protected Material at issue 

in the public record in the event that the motion is denied, and may file such information in the 

public record if the request to do so is granted. Protected Material subject to a request to file 

under seal will, upon becoming appropriate for filing in the public record pursuant to the terms of 

this paragraph and upon actual filing, be deemed filed when initially presented to the Court with 

the request to file under seal. 

11. FINAL DISPOSITION.

Unless otherwise ordered or agreed in writing by the Producing Party, within sixty days 

after the final termination of this action, each Receiving Party must destroy or return to the 

Producing Party all Protected Material. As used in this subdivision, “all Protected Material” 

includes all copies, abstracts, compilations, summaries or any other form of reproducing or 

capturing any of the Protected Material. Whether the Protected Material is returned or destroyed, 

the Receiving Party must submit a written certification to the Producing Party (and, if not the 

same person or entity, to the Designating Party) by the sixty day deadline that identifies (by 

category, where appropriate) all the Protected Material that was returned or destroyed and that 

affirms that the Receiving Party has not, other than as authorized below in the subsequent 

paragraph, retained any copies, abstracts, compilations, summaries or other forms of reproducing 

or capturing any of the Protected Material. 

Notwithstanding the provisions in the immediately preceding paragraph, Counsel are 

entitled (i) to retain an archival copy of all documents and things produced in discovery, 

pleadings, motion papers, transcripts, legal memoranda or correspondence, even if such materials 

contain Protected Material, and (ii) to retain or destroy, as it chooses, any work product, even if it 

contains Protected Material. Any such retained material that contains or constitutes Protected 

Material remains subject to this Protective Order as set forth in Section 4 (DURATION), above. 

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STIPULATED PROTECTIVE ORDER 

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12. MISCELLANEOUS

12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to 

seek its modification by the Court in the future. 

12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective 

Order no Party waives any right it otherwise would have to object to disclosing or producing any 

information or item on any ground not addressed in this Stipulated Protective Order. Similarly, 

no Party waives any right to object on any ground to use in evidence of any of the material 

covered by this Protective Order. 

IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 

DATED: August 16, 2006 By: /S/ Steven L. Robinson 

 Steven L. Robinson 

LAW OFFICES OF JOSEPH L. ALIOTO 

 & ANGELA ALIOTO 

700 Montgomery Street 

San Francisco, CA 94111 

Telephone: (415) 434-8700 

Facsimile: (415) 438-4638 

Attorneys for Plaintiffs 

DATED: August 17, 2006 By: /S/ Aaron L. Agenbroad 

 Aaron L. Agenbroad 

Donna M. Mezias 

JONES DAY 

555 California Street, 26th Floor 

San Francisco, CA 94104 

Telephone: (415) 626-3939 

Facsimile: (415-875-5700 

Email: dmezias@jonesday.com 

Email: alagenbroad@joneday.com 

Attorneys for Defendant 

PURSUANT TO STIPULATION, IT IS SO ORDERED. 

DATED: ____________________ _____________________________________ 

 Honorable Judge Phyllis J. Hamilton 

 United States District Judge 

8/23/06

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

Judge Phyllis J. Hamilton

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SFI-545833v1 

-1- USDC Case No. C-05-4362 PJH 

EXHIBIT A

ACKNOWLEDGEMENT AND AGREEMENT TO BE BOUND

I, _____________________________ [print or type full name], of _________________ 

[print or type full address], declare under penalty of perjury that I have read in its entirety and 

understand the Stipulated Protective Order that was issued by the United States District Court, 

Northern District of California, on ____________________ [date] in the case of Linda Batiste v. 

Verizon Wireless, Case No. C-05-4362 PJH. I agree to comply with and to be bound by all the 

terms of this Stipulated Protective Order and I understand and acknowledge that failure to so 

comply could expose me to sanctions and punishment in the nature of contempt. I solemnly 

promise that I will not disclose in any manner any information or item that is subject to this 

Stipulated Protective Order to any person or entity except in strict compliance with the provisions 

of this Order. 

I further agree to submit to the jurisdiction of the United States District Court for the 

Northern District of California for the purpose of enforcing the terms of this Stipulated Protective 

Order, even if such enforcement proceedings occur after termination of this action. 

I hereby appoint __________________________ [print or type full name] of 

_______________________________________ [print or type full address and telephone 

number] as my California agent for service of process in connection with this action or any 

proceedings related to enforcement of this Stipulated Protective Order. 

Date: _________________________________ 

City and State where sworn and signed: _________________________________ 

Printed name: ______________________________ 

 [printed name] 

Signature: __________________________________ 

 [signature] 

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