Document ID: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-1_13-cv-01486/USCOURTS-caed-1_13-cv-01486-0/pdf.json

Parties Involved:
Michael Paugh
Defendant
Kimberlea Rea
Plaintiff
The Salvation Army
Defendant

Document Text:

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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

MARK CHARLES BOWMAN, SBN 143948

KEVIN J. BERRETH, SBN 236759

BOWMAN & BERRETH

1820 W. Kettleman Lane, Suite F

Lodi, CA 95242

Tel: (209) 369-1767; Fax: (209) 334-6045

Email: mark@bowmanberreth.com

kevin@bowmanberreth.com

Attorneys for Plaintiff, Kimberlea Rea

CARLA J. FELDMAN, SBN 119864

MATTHEW S. MENZIE SBN 211404

STANLEY G. STRINGFELLOW II, SBN 259047

ARENT FOX LLP

555 West Fifth Street, 48th Floor

Los Angeles, CA 90013-1065

Tel: (213) 629-7400; Fax. (213) 629-7401

Email: carla.feldman@arentfox.com

matthew.menzie@arentfox.com

stanley.stringfellow@arentfox.com

Attorneys for Defendants, Michael Paugh and 

The Salvation Army

UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

KIMBERLEA REA,

Plaintiff,

vs.

THE SALVATION ARMY, et al.,

Defendants.

CASE NO. 1:13-CV-01486-LJOBAM

STIPULATED PROTECTIVE 

ORDER

JUDGE: Hon. Barbara A. McCauliffe

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Case 1:13-cv-01486-LJO-BAM Document 18 Filed 05/19/14 Page 1 of 11
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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

Plaintiff Kimberlea Rea (“Plaintiff”), and defendants The Salvation Army 

(“TSA”) and Michael Paugh (“Paugh”) (collectively, “Defendants”) (together with 

Plaintiff, the “Parties”), by and through their respective counsel of record, hereby 

stipulate and agree to the entry of the following protective order:

The Court recognizes that some of the documents and information 

(“materials”) being sought through discovery in the above-captioned action are kept 

confidential by the parties due to privacy rights, proprietary and trade secret 

information, freedom of association and religion, financial or business sensitivity 

and privileges or protections including the ministerial exception, spousal 

communications privilege, attorney-client privilege, attorney work product doctrine 

and clergy, psychotherapist, physician and counselor privileges. To facilitate the 

production or disclosure of such materials during discovery for use limited to this 

action, the Parties have agreed to be bound by the terms of this Protective Order 

(“Order”), without conceding that any materials must be produced because they are 

subject to this Order, or that production of materials subject to this Order waives 

any privilege or protection or objection to admissibility at trial or any hearing or 

proceeding. 

The materials to be exchanged throughout the course of the litigation between 

the Parties may contain confidential information as is contemplated by Federal Rule 

of Civil Procedure 26(c). The purpose of this Order is to protect the confidentiality 

of such materials as much as practical during the litigation. THEREFORE:

DEFINITIONS

1. The term “Confidential Information” will mean and include 

information contained or disclosed in any materials, including documents, portions 

of documents, answers to interrogatories, responses to requests for admissions, 

deposition testimony, and transcripts of depositions, including data, summaries, and 

Case 1:13-cv-01486-LJO-BAM Document 18 Filed 05/19/14 Page 2 of 11
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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

compilations derived therefrom that is deemed to be Confidential Information by 

any party to which it belongs.

2. The term “materials” includes, but is not limited to: documents; 

correspondence (including email); memoranda; lists or other material that might 

identify current, former or potential customers, employees, officers, ministers, 

volunteers, beneficiaries, clients, counselors, cadets, consultants, board members, 

donors, affiliates, associates, members, congregants, or recipients of funds, goods, 

services or counseling; minutes; statements; checks; contracts; invoices; drafts; 

books of account; notes of conversations; calendars; desk diaries; appointment 

books; financial accounts and records; church or religious records; recordings; 

photographs; videos or motion pictures; compilations from which information can 

be obtained and translated into reasonably usable form; sketches; drawings; notes; 

reports; investigation records or documents; personnel or disciplinary files, records 

or documents; documents or correspondence subject to the ministerial exception, 

spousal communications privilege, attorney client privilege, attorney work product 

doctrine or clergy or psychotherapist privileges; other writings; and other physical 

objects.

3. The term “counsel” will mean the above-captioned and undersigned 

counsel of record for each party to this action, and other attorneys, paralegals, 

secretaries, and other support staff employed by, or contracted to work for, either of 

their law firms. Counsel also includes in-house attorneys for Defendant The 

Salvation Army and their support staff.

GENERAL RULES

4. Each party to this litigation that produces or discloses any materials, 

answers to interrogatories, responses to requests for admission, deposition 

testimony, and transcripts of depositions, or information that the producing party 

believes should be subject to this Protective Order may designate the same as 

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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

“CONFIDENTIAL” or “CONFIDENTIAL – FOR COUNSEL ONLY,” and/or may 

redact such materials, with any disputes regarding such redactions being subject to 

the Court’s and Magistrate’s rules and procedures for meeting and conferring and 

resolving discovery disputes. 

a. Designation as “CONFIDENTIAL”: Any party may designate 

information as “CONFIDENTIAL” only if, in the good faith belief of such party 

and its counsel, the unrestricted disclosure of such information could be potentially 

prejudicial or damaging to the business or operations of such party or the 

Constitutional rights of any person or entity.

b. Designation as “CONFIDENTIAL - FOR COUNSEL ONLY”: Any 

party may designate information as “CONFIDENTIAL - FOR COUNSEL ONLY” 

only if, in the good faith belief of such party and its counsel, the information is 

among that considered to be most sensitive by the party, including but not limited to 

trade secret or other confidential financial, commercial, medical or extremely 

private information.

5. In the event the producing party elects to produce materials for 

inspection, no marking need be made by the producing party in advance of the 

initial inspection. For purposes of the initial inspection, all materials produced will 

be considered as “CONFIDENTIAL - FOR COUNSEL ONLY,” and must be 

treated as such pursuant to the terms of this Order. Thereafter, upon selection of 

specified materials for copying by the inspecting party, the producing party must, 

within a reasonable time prior to producing those materials to the inspecting party, 

mark the copies of those materials that contain Confidential Information with the 

appropriate confidentiality marking.

6. Whenever a deposition taken on behalf of any party involves a 

disclosure of Confidential Information or materials of any party:

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STIPULATED PROTECTIVE ORDER

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

a. the deposition or portions of the deposition must be designated 

as containing Confidential Information subject to the provisions 

of this Order; such designation must be made on the record 

whenever possible, but a party may designate portions of 

depositions as containing Confidential Information after 

transcription of the proceedings; a party will have until thirty 

(30) days after receipt of the deposition transcript to inform the 

other party or parties to the action of the portions of the 

transcript to be designated “CONFIDENTIAL” or 

“CONFIDENTIAL - FOR COUNSEL ONLY.”

b. the disclosing party will have the right to exclude from

attendance at the deposition, during such time as the 

Confidential Information is to be disclosed, any person other 

than the deponent, Parties, counsel (including their staff and 

associates), the court reporter, and the person(s) agreed upon 

pursuant to paragraph 8 below; and

c. the originals of the deposition transcripts and all copies of the 

deposition must bear the legend “CONFIDENTIAL” or 

“CONFIDENTIAL - FOR COUNSEL ONLY,” as appropriate, 

and the original or any copy ultimately presented to a court for 

filing must not be filed unless it can be accomplished under seal 

in accordance with applicable rules and procedures, identified as 

being subject to this Order, and protected from being opened 

except by order of this Court.

7. All Confidential Information designated as “CONFIDENTIAL” or 

“CONFIDENTIAL - FOR COUNSEL ONLY” must not be disclosed by the 

receiving party to anyone other than those persons designated within this order and 

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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

must be handled in the manner set forth below and, in any event, must not be used 

for any purpose other than in connection with this litigation, unless and until such 

designation is removed either by agreement of the parties, or by order of the Court.

8. Information designated “CONFIDENTIAL - FOR COUNSEL ONLY” 

must be viewed only by counsel (as defined in paragraph 3) of the receiving party, 

and by independent experts under the conditions set forth in this Paragraph. The 

right of any independent expert to receive any Confidential Information will be 

subject to the advance approval of such expert by the producing party or by 

permission of the Court. The party seeking approval of an independent expert must 

provide the producing party with the name and curriculum vitae of the proposed 

independent expert, and an executed copy of the form attached to the Stipulation as 

Exhibit A, in advance of providing any Confidential Information of the producing 

party to the expert. Any objection by the producing party to an independent expert 

receiving Confidential Information must be made in writing within fourteen (14) 

days following receipt of the identification of the proposed expert. Confidential 

Information may be disclosed to an independent expert if the fourteen (14) day 

period has passed and no objection has been made. The approval of independent 

experts must not be unreasonably withheld.

9. Information designated “CONFIDENTIAL” must be viewed only by 

counsel (as defined in paragraph 3) of the receiving party, by independent experts 

(pursuant to the terms of paragraph 8), and by the additional individuals listed 

below, provided each such individual has read this Order in advance of disclosure 

and has agreed in writing to be bound by its terms:

(a) Executives who are required to participate in decisions with 

reference to this action;

/ / /

/ / /

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STIPULATED PROTECTIVE ORDER

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

(b) Technical personnel of the parties with whom Counsel for the 

parties find it necessary to consult, in the discretion of such 

counsel, in preparation for trial of this action; and

(c) Stenographic and clerical employees associated with the 

individuals identified above.

10. With respect to material designated “CONFIDENTIAL” or 

“CONFIDENTIAL – FOR COUNSEL ONLY,” any person indicated on the face of 

the document to be its originator, author or a recipient of a copy of the document, 

may be shown the same.

11. All information which has been designated as “CONFIDENTIAL” or 

“CONFIDENTIAL - FOR COUNSEL ONLY” by the producing or disclosing 

party, and any and all reproductions of that information, must be retained in the 

custody of the counsel for the receiving party identified in paragraph 3, except that 

independent experts authorized to view such information under the terms of this 

Order may retain custody of copies such as are necessary for their participation in 

this litigation.

12. Before any materials produced in discovery, answers to interrogatories, 

responses to requests for admissions, deposition transcripts, or other documents 

which are designated as Confidential Information are filed with the Court for any 

purpose, the party seeking to file such material must seek permission of the Court to 

file the material under seal in accordance with applicable Court rules and 

procedures.

13. At any stage of these proceedings, any party may object to a 

designation of the materials as Confidential Information. The party objecting to 

confidentiality must notify, in writing, counsel for the designating party of the 

objected-to materials and the grounds for the objection. If the dispute is not 

resolved consensually between the parties within seven (7) days of receipt of such a 

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STIPULATED PROTECTIVE ORDER

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

notice of objections, the objecting party may move the Court for a ruling on the 

objection. The materials at issue must be treated as Confidential Information, as 

designated by the designating party, until the Court has ruled on the objection or the 

matter has been otherwise resolved.

14. All Confidential Information must be held in confidence by those 

inspecting or receiving it, and must be used only for purposes of this action. 

Counsel for each party, and each person receiving Confidential Information, must 

take reasonable precautions to prevent the unauthorized or inadvertent disclosure of 

such information. If Confidential Information is disclosed to any person other than a 

person authorized by this Order, the party responsible for the unauthorized 

disclosure must immediately bring all pertinent facts relating to the unauthorized 

disclosure to the attention of the other parties and, without prejudice to any rights 

and remedies of the other parties, make every effort to prevent further disclosure by 

the party and by the person(s) receiving the unauthorized disclosure.

15. No party will be responsible to another party for disclosure of 

Confidential Information under this Order if the information in question is not 

labeled or otherwise identified as such in accordance with this Order unless the 

information is, on its face, privileged or confidential as defined by current law.

16. If a party, through inadvertence, produces any Confidential 

Information without labeling or marking or otherwise designating it as such in 

accordance with this Order, the designating party may give written notice to the 

receiving party that the document or thing produced is deemed Confidential 

Information, and that the document or thing produced should be treated as such in 

accordance with that designation under this Order. The receiving party must treat 

the materials as confidential, once the designating party so notifies the receiving 

party. If the receiving party has disclosed the materials before receiving the 

designation, the receiving party must notify the designating party in writing of each

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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

such disclosure. Counsel for the parties will agree on a mutually acceptable manner 

of labeling or marking the inadvertently produced materials as “CONFIDENTIAL” 

or “CONFIDENTIAL - FOR COUNSEL ONLY” - SUBJECT TO PROTECTIVE 

ORDER.

17. Nothing within this Order will prejudice the right of any party to object 

to the production of any discovery material on the grounds that the material is 

protected as privileged or as attorney work product.

18. Nothing in this Order will bar counsel from rendering advice to their 

clients with respect to this litigation and, in the course thereof, relying upon any 

information designated as Confidential Information, provided that the contents of 

the information must not be disclosed.

19. This Order will be without prejudice to the right of any party to oppose 

production of any information for lack of relevance or any other ground other than 

the mere presence of Confidential Information. The existence of this Order must not 

be used by either party as a basis for discovery that is otherwise improper under the 

Federal Rules of Civil Procedure.

20. Nothing within this Order will be construed to prevent disclosure of 

Confidential Information if such disclosure is required by law or by order of the 

Court.

21. Upon final termination of this action, including any and all appeals, 

counsel for each party must, upon request of the producing party, return all 

Confidential Information to the party that produced the information, including any 

copies, excerpts, and summaries of that information, or must destroy same at the 

option of the receiving party, and must purge all such information from all machinereadable media on which it resides. Notwithstanding the foregoing, counsel for each 

party may retain all pleadings, briefs, memoranda, motions, and other documents 

filed with the Court that refer to or incorporate Confidential Information, and will 

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STIPULATED PROTECTIVE ORDER

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

continue to be bound by this Order with respect to all such retained information. 

Further, attorney work product materials that contain Confidential Information need 

not be destroyed, but, if they are not destroyed, the person in possession of the 

attorney work product will continue to be bound by this Order with respect to all 

such retained information.

22. The restrictions and obligations set forth within this Order will not 

apply to any information that: (a) the parties agree should not be designated 

Confidential Information; (b) the parties agree, or the Court rules, is already public 

knowledge; (c) the parties agree, or the Court rules, has become public knowledge 

other than as a result of disclosure by the receiving party, its employees, or its 

agents in violation of this Order; or (d) has come or will come into the receiving 

party’s legitimate knowledge independently of the production by the designating 

party. Prior knowledge must be established by pre-production documentation.

23. The restrictions and obligations within this Order will not be deemed 

to prohibit discussions of any Confidential Information with anyone if that person 

already has or obtains legitimate possession of that information.

24. Transmission by facsimile and / or email is acceptable for all 

notification purposes within this Order.

25. This Order may be modified by agreement of the parties, subject to 

approval by the Court.

26. The Court may modify the terms and conditions of this Order for good 

cause, or in the interest of justice, or on its own order at any time in these 

proceedings. The parties prefer that the Court provide them with notice of the 

Court’s intent to modify the Order and the content of those modifications, prior to 

entry of such an order.

/ / /

/ / /

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STIPULATED PROTECTIVE ORDER

AFDOCS/10945622.2

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BOWMAN & BERRETH

1820 W KETTLEMAN LN, STE 

F

L O D I , C A 9 5 2 4 2

Phone (209) 367-1767

F a x ( 2 0 9 ) 3 3 4 - 6045

27. This Order does not affect any trial in this action. Any Party desiring a 

protective order affecting any trial must follow applicable Court rules and 

procedures for obtaining such an order.

Respectfully submitted, BOWMAN & BERRETH

DATED: May 16, 2014 By: /S/ Mark Bowman (authorized 5/16/14)

Mark Charles Bowman, Attorneys for 

Plaintiff, Kimberlea Rea

ARENT FOX LLP

DATED: May 16, 2014 By: /S/ Carla J. Feldman

Carla J. Feldman, Attorneys for 

Defendants, The Salvation Army and 

Michael Paugh

ORDER

Based on the Stipulation of the Parties (Doc. 17), the Court enters the above 

Stipulated Protective Order. 

IT IS SO ORDERED.

Dated: May 19, 2014 /s/ Barbara A. McAuliffe _

UNITED STATES MAGISTRATE JUDGE

Case 1:13-cv-01486-LJO-BAM Document 18 Filed 05/19/14 Page 11 of 11