Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_19-cv-01560/USCOURTS-caed-2_19-cv-01560-0/pdf.json

Parties Involved:
Aetna Life Insurance Company
Defendant
Costco Employee Benefits Program
Defendant
Mindy Price
Plaintiff

Document Text:

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JOINT MOTION FOR PROTECTIVE ORDER

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Gordon Rees Scully Mansukhani, LLP

101 W. Broadway, Suite 2000

San Diego, CA 92101

MATTHEW G. KLEINER (SBN: 211842) 

mkleiner@grsm.com

GORDON REES SCULLY MANSUKHANI, LLP

101 W. Broadway, Suite 2000

San Diego, CA 92101

Telephone: (619) 696-6700

Facsimile: (619) 696-7124

Attorney for Defendants

AETNA LIFE INSURANCE COMPANY and COSTCO WHOLESALE 

CORPORATION EMPLOYEE BENEFITS PROGRAM

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA, SACRAMENTO DIVISION

MINDY PRICE,

Plaintiff,

v.

AETNA LIFE INSURANCE 

COMPANY; COSTCO EMPLOYEE 

BENEFITS PROGRAM,

Defendants.

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CASE NO. 2:19-cv-01560-MCE-CKD

JOINT PROTECTIVE ORDER

STIPULATION AND [PROPOSED] 

QUALIFIED PROTECTIVE 

ORDER

Complaint Filed: August 12, 2019

Pursuant to Federal Rule 26(c), Plaintiff Mindy Price and Defendants Aetna 

Life Insurance Company and Aetna Life and Costco Employee Benefits Program. 

by and through their respective counsel of record, respectfully request that the 

Court enter and approve the attached Qualified Protective Order.

The parties have agreed and stipulated to the protective order attached as 

Exhibit A in order to facilitate discovery while safeguarding the protected health 

information of Plaintiff. Because discovery will likely involve disclosure and 

exchange of details regarding medical treatment and health information related to 

Plaintiff, which is protected and confidential, a qualified protective order is 

necessary to ensure confidentiality and safeguard the privacy of Plaintiff. If 

Case 2:19-cv-01560-MCE-CKD Document 16 Filed 01/23/20 Page 1 of 16
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entered, the protective order will govern the handling of documents and any other 

information or material produced, given, or exchanged by the parties and any nonparties since the inception of this matter.

Accordingly, the parties respectfully request the Court enter the qualified 

protective order attached to this motion as Exhibit A.

IT IS SO STIPULATED. 

Dated: January 23, 2020 GORDON REES SCULLY 

MANSUKHANI, LLP

By: /s/ Matthew G. Kleiner

Matthew G. Kleiner

Attorney for Defendants

AETNA LIFE INSURANCE 

COMPANY and COSTCO

WHOLESALE CORPORATION

EMPLOYEE BENEFITS 

PROGRAM

Dated: January 23, 2020 KANTOR & KANTOR, LLP

By: /s/ Elizabeth K. Green

Elizabeth K. Green

Attorneys for Plaintiff

Mindy Price

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Gordon Rees Scully Mansukhani, LLP

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EXHIBIT A

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Gordon Rees Scully Mansukhani, LLP

101 W. Broadway, Suite 2000

San Diego, CA 92101

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA, SACRAMENTO DIVISION

MINDY PRICE,

Plaintiff,

v.

AETNA LIFE INSURANCE 

COMPANY; COSTCO EMPLOYEE 

BENEFITS PROGRAM,

Defendants.

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CASE NO. 2:19-cv-01560-MCE-CKD

JOINT PROTECTIVE ORDER

STIPULATION AND [PROPOSED]

QUALIFIED PROTECTIVE 

ORDER

Complaint Filed: August 12, 2019

Pursuant to Rule 26(c) of the Federal Rules of Civil Procedure, the Health 

Insurance Portability and Accountability Act of 1996, and for good cause, the 

Court issues this Protective Order. Unless modified pursuant to the terms contained 

in this Order, this Order shall remain in effect through the conclusion of this 

litigation.

IT IS ORDERED THAT:

1. Scope of Protection

This Protective Order shall govern any record of information produced in this 

action and designated pursuant to this Protective Order, including all designated 

deposition testimony, all designated testimony taken at a hearing or other 

Case 2:19-cv-01560-MCE-CKD Document 16 Filed 01/23/20 Page 4 of 16
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proceeding, all designated deposition exhibits, interrogatory answers, admissions, 

documents and other discovery materials, whether produced informally or in 

response to interrogatories, requests for admissions, requests for production of 

documents or other formal methods of discovery.

This Protective Order shall also govern any designated record of information 

produced in this action pursuant to required disclosures under any federal 

procedural rule or local rule of the Court and any supplementary disclosures 

thereto.

This Protective Order shall apply to the parties and to any nonparty from whom 

discovery may be sought who desires the protection of this Protective Order.

2. Definitions

The term Confidential Information shall mean confidential or proprietary 

technical, scientific, financial, business, health, or medical information designated 

as “CONFIDENTIAL” by the producing party.

The term Confidential Health Information shall constitute a subset of 

Confidential Information, and shall be designated as “CONFIDENTIAL” and 

subject to all other terms and conditions governing the treatment of Confidential 

Information.Confidential Health Information shall mean information supplied in 

any form, or any portion thereof, that identifies an individual or subscriber in any 

manner and relates to the past, present, or future care, services, or supplies relating 

to the physical or mental health or condition of such individual or subscriber, the 

provision of health care to such individual or subscriber, or the past, present, or 

future payment for the provision of health care to such individual or subscriber. 

Confidential Health Information shall include, but is not limited to, claim data, 

claim forms, grievances, appeals, or other documents or records that contain any 

patient health information required to be kept confidential under any state or 

federal law, including 45 C.F.R. Parts 160 and 164 promulgated pursuant to the 

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Health Insurance Portability and Accountability Act of 1996 (see 45 C.F.R. §§ 

164.501 & 160.103), and the following subscriber, patient, or member identifiers:

a. names;

b. all geographic subdivisions smaller than a State, including street 

address, city, county, precinct, and zip code;

c. all elements of dates (except year) for dates directly related to an 

individual, including birth date, admission date, discharge date, age, and date 

of death;

d. telephone numbers;

e. fax numbers;

f. electronic mail addresses;

g. social security numbers;

h. medical record numbers;

i. health plan beneficiary numbers;

j. account numbers;

k. certificate/license numbers;

l. vehicle identifiers and serial numbers, including license plate 

numbers;

m. device identifiers and serial numbers;

n. web universal resource locators (“URLs”);

o. internet protocol (“IP”) address numbers;

p. biometric identifiers, including finger and voice prints;

q. full face photographic images and any comparable images; and/or

r. any other unique identifying number, characteristic, or code.

/ / /

/ / /

/ / /

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The term Technical Advisor shall refer to any person who is not a party to 

this action or not presently employed by the receiving party or a company affiliated 

through common ownership, who has been designated by the receiving party to 

receive another party’s Confidential Information, including Confidential Health 

Information. Each party’s Technical Advisors shall be limited to such person as, in 

the judgment of that party’s counsel, are reasonably necessary for development and 

presentation of that party’s case. These persons include outside experts or 

consultants retained to provide technical or other expert services such as expert 

testimony or otherwise assist in trial preparation.

3. Designation of Information

Documents and things produced or furnished during the course of this action 

shall be designated as containing Confidential Information, including Confidential 

Health Information, by placing on each page, each document (whether in paper or 

electronic form), or each thing a legend substantially as follows:

CONFIDENTIAL

A party may designate information disclosed at a deposition as Confidential 

Information by requesting the reporter to so designate the transcript at the time of 

the deposition.

A producing party shall designate its discovery responses, responses to 

requests for admission, briefs, memoranda and all other papers sent to the court or 

to opposing counsel as containing Confidential Information when such papers are 

served or sent.

A party shall designate information disclosed at a hearing or trial as 

Confidential Information by requesting the court, at the time the information is 

proffered or adduced, to receive the information only in the presence of those 

persons designated to receive such information and court personnel, and to 

designate the transcript appropriately.

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The parties will use reasonable care to avoid designating any documents or 

information as Confidential Information that is not entitled to such designation or 

which is generally available to the public. The parties shall designate only that part 

of a document or deposition that is Confidential Information, rather than the entire 

document or deposition.

4. Disclosure and Use of Confidential Information

Information that has been designated Confidential shall be disclosed by the 

receiving party only to Qualified Recipients. All Qualified Recipients shall hold 

such information received from the disclosing party in confidence, shall use the 

information only for purposes of this action and for no other action, and shall not 

use it for any business or other commercial purpose, and shall not use it for filing 

or prosecuting any patent application (of any type) or patent reissue or 

reexamination request, and shall not disclose it to any person, except as hereinafter 

provided. All information that has been designated Confidential shall be carefully 

maintained so as to preclude access by persons who are not qualified to receive 

such information under the terms of this Order.

In the event that any receiving party’s briefs, memoranda, discovery requests, 

requests for admission or other papers of any kind which are served or filed shall 

include another party’s Confidential Information, the papers shall be appropriately 

designated and shall be treated accordingly.

All documents, including attorney notes and abstracts, which contain another 

party’s Confidential Information, shall be handled as if they were designated 

pursuant to paragraph 3. Documents, papers and transcripts filed with the court that

contain any other party’s Confidential Information shall be filed under seal in 

conformance with Local Rule 141.

/ / /

/ / /

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5. Qualified Recipients

For purposes of this Order, the term Qualified Recipient means

a. Outside counsel of record for any party in this action, as well as 

employees of such counsel (excluding experts and investigators) assigned to 

and necessary to assist such counsel in the preparation and trial of this 

action;

b. Representatives, officers, or employees of a party as necessary to 

assist outside counsel in the preparation and trial of this action;

c. Witnesses who testify by deposition or at trial who, if not a 

representative, officer, or employee of a party, shall be advised about the 

terms of this Order and that such Order is applicable to them in connection 

with their testimony and do not retain copies of Confidential Information;

d. Persons who were authors or recipients of the Confidential 

Information or previously had legal access to Confidential Information;

e. Technical Advisors, expert witnesses, or consultants engaged by a 

party to assist with the preparation and trial of this action provided such 

expert or consultant agrees in writing, in the form attached at Appendix A, to 

be bound by the terms of this Order;

f. Any designated arbitrator or mediator who is assigned to hear this 

matter, or who has been selected by the parties, and his or her staff, provided 

that such individuals agree in writing, in the form attached at Appendix A, to 

be bound by the terms of this Order;

g. Stenographers and videographers engaged to transcribe or record 

depositions conducted in this action provided that such individuals agree in 

writing, in the form attached at Appendix A, to be bound by the terms of this 

Order; and

h. The Court and its support personnel.

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6. Nonparties

Any nonparty who produces documents or other information in response to 

discovery requests or subpoenas in this litigation shall be entitled to the benefits 

and protections of this Order and shall be entitled to seek additional protections.

The parties agree that they will treat Confidential Information produced by 

nonparties according to the terms of this Order.

Nonparties may challenge the confidentiality of Confidential Information by 

filing a motion to intervene and a motion to de-designate.

7. Inadvertent Failure to Designate

In the event that a producing party inadvertently fails to designate any of its 

information pursuant to paragraph 3, it may later designate by notifying the 

receiving parties in writing. The receiving parties shall take reasonable steps to see 

that the information is thereafter treated in accordance with the designation.

It shall be understood however, that no person or party shall incur any liability 

hereunder with respect to disclosure that occurred prior to receipt of written notice 

of a belated designation.

8. Inadvertent Disclosure

In the event of an inadvertent disclosure of another party’s Confidential 

Information to a non-Qualified Recipient, the party making the inadvertent 

disclosure shall promptly upon learning of the disclosure: (i) notify the person to 

whom the disclosure was made that it contains Confidential Information subject to 

this Order; (ii) make all reasonable efforts to preclude dissemination or use of the 

Confidential Information by the person to whom disclosure was inadvertently 

made including, but not limited to, obtaining all copies of such materials from the 

non-Qualified Recipient; and (iii) notify the producing party of the identity of the 

person to whom the disclosure was made, the circumstances surrounding the 

disclosure, and the steps taken to ensure against the dissemination or use of the 

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information.

9. Challenge to Designation

At any time after the delivery of Confidential Information, counsel for the party 

receiving the Confidential Information may challenge the designation of all or any 

portion thereof by providing written notice thereof to counsel for the party 

disclosing or producing the Confidential Information. If the parties are unable to 

agree as to whether the confidential designation of discovery material is 

appropriate, the party receiving the Confidential Information shall certify to the 

Court that the parties cannot reach an agreement as to the confidential nature of all 

or a portion of the Confidential Information. Thereafter, the party disclosing or 

producing the Confidential Information shall have ten days from the date of 

certification to file a motion for protective order with regard to any Confidential 

Information in dispute. The party producing the Confidential Information shall 

have the burden of establishing that the disputed Confidential Information is 

entitled to confidential treatment. If the party producing the Confidential 

Information does not timely file a motion for protective order, the Confidential 

Information in dispute shall no longer be subject to confidential treatment as 

provided in this Order. All Confidential Information is entitled to confidential 

treatment pursuant to the terms of this Order until and unless the parties formally 

agree in writing to the contrary, a party fails to timely move for a protective order, 

or a contrary determination is made by the Court as to whether all or a portion of 

designated Confidential Information is entitled to confidential treatment.

10. Conclusion of Action

At the conclusion of this action, including through all appeals, each party or 

other person subject to the terms hereof shall be under an obligation to destroy or 

return to the producing party all materials and documents containing Confidential 

Information and to certify to the producing party such destruction or return. Such 

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return or destruction shall not relieve said parties or persons from any of the 

continuing obligations imposed upon them by this Order.

The provisions of this paragraph shall not be binding on the United States, any 

insurance company, or any other party to the extent that such provisions conflict 

with applicable Federal or State law. The Department of Justice, any insurance 

company, or any other party shall notify the producing party in writing of any such 

conflict it identifies in connection with a particular matter so that such matter can 

be resolved either by the parties or by the Court.

11. Jurisdiction to Enforce Protective Order

After the termination of this action, the Court will continue to have jurisdiction 

to enforce this Order.

12. Modification of Protective Order

This Order is without prejudice to the right of any person or entity to seek a 

modification of this Order at any time either through stipulation or Order of the 

Court.

13. Confidentiality of Party’s Own Documents

Nothing herein shall affect the right of the designating party to disclose to its 

officers, directors, employees, attorneys, consultants or experts, or to any other 

person, its own information. Such disclosure shall not waive the protections of this 

Protective Order and shall not entitle other parties or their attorneys to disclose 

such information in violation of it, unless by such disclosure of the designating 

party the information becomes public knowledge. Similarly, the Protective Order 

shall not preclude a party from showing its own information, including its own 

information that is filed under seal by a party, to its officers, directors, employees, 

attorneys, consultants or experts, or to any other person.

14. Compulsory Disclosure to Third Parties

If any receiving party is subpoenaed in another action or proceeding or served 

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with a document or testimony demand or a court order, and such subpoena or 

demand or court order seeks Confidential Information, including Confidential 

Health Information of a producing party, the receiving party shall give prompt 

written notice to counsel for the producing party and allow the producing party an 

opportunity to oppose such subpoena or demand or court order prior to the 

deadline for complying with the subpoena or demand or court order. No 

compulsory disclosure to third parties of information or material exchanged under 

this Order shall be deemed a waiver of any claim of confidentiality, except as 

expressly found by a court or judicial authority of competent jurisdiction.

15. Eastern District Local Rule 141.1(c)

Per the requirements of Local Rule 141.1(c), following are the categories of 

documents sought to be protected without limitation as well as the particularized 

need for their protection: Plaintiff’s (1) Mental health treatment and diagnosis 

information; (2) All drug abuse, alcoholism, or other substance abuse treatment or 

records, (3) Tests for or records of diagnosis or treatment of HIV/AIDS, (4) 

Records of gene-related impairments (including genetic test results) and (5) Any 

other health information and/or records used in Aetna’s approval, denial and 

appeal of Plaintiff’s healthcare coverage.

This stipulation anticipates the Court's oversight over the agreement. A court 

order is warranted and necessary to ensure that parties have a mechanism by which 

to enforce the Order as well as a clear means to address conflicts that may arise 

with regard to the Order, including which documents and evidence are designated 

as confidential. A Court order is further necessitated since parties have agreed that 

the Court retains jurisdiction with respect to the Stipulation beyond the termination 

of this action.

16. Binding Effect

This Order shall be binding upon the parties and their attorneys, successors, 

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executors, personal representatives, administrators, heirs, legal representatives, 

assigns, subsidiaries, divisions, employees, agents, independent contractors, or 

other persons or organizations over which they have control.

IT IS SO ORDERED, with the following amendments and clarifications:

1. The parties shall comply with the provisions and procedures of Local 

Rules 140 and 141 with respect to sealing or redaction requests. To the extent that 

the parties’ stipulation conflicts with the Local Rules, the Local Rules shall govern. 

2. Prior to filing any motion related to this stipulated protective order or 

other discovery motion, the parties shall first exhaust informal meet-and-confer 

efforts and otherwise comply with Local Rule 251. 

3. Nothing in this order limits the testimony of parties or non-parties, or the 

use of certain documents, at any court hearing or trial—such determinations will 

only be made by the court at the hearing or trial, or upon an appropriate motion. 

4. Pursuant to Local Rule 141.1(f), the court will not retain jurisdiction over 

enforcement of the terms of this stipulated protective order after the action is 

terminated. 

Dated: January 23, 2020

16.1560

_____________________________________

CAROLYN K. DELANEY

UNITED STATES MAGISTRATE JUDGE

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UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA, SACRAMENTO DIVISION

MINDY PRICE,

Plaintiff,

v.

AETNA LIFE INSURANCE 

COMPANY; COSTCO EMPLOYEE 

BENEFITS PROGRAM,

Defendants.

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CASE NO. 2:19-cv-01560-MCE-CKD

APPENDIX A –

PROTECTIVE ORDER 

UNDERTAKING

Complaint Filed: August 12, 2019

I, , declare that:

1. My address is .

My current employer is .

My current occupation is .

2. I have received a copy of the Protective Order in this action. I have 

carefully read and understand the provisions of the Protective Order.

3. I will comply with all of the provisions of the Protective Order and 

agree to be bound by the Protective Order. I will hold in confidence, will not 

disclose to anyone not qualified under the Protective Order, and will use only for 

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purposes of this action any Confidential Information or information designated as 

“Confidential” that is disclosed to me.

4. Promptly upon termination of the relevant action, I will either return 

in full to the outside counsel for the party by whom I am employed or completely 

destroy all documents and things designated as “Confidential” that came into my 

possession, and all documents and things that I have prepared relating thereto. 

5. I understand that the obligations of this undertaking and the provisions 

of the Protective Order continue past the termination of the action.

6. I hereby submit to the jurisdiction of this Court for the purpose of 

enforcement of the Protective Order in this action.

I declare under penalty of perjury that the foregoing is true and correct.

Signature 

Date 

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