9. This Order has no effect upon, and shall not apply to, the parties’ and their counsel’s
own internal use of the information and documents that party produced under the protections of
this Order.

10. ‘In the event additional parties join or are joined in this action, they shall not have
access to material marked “Confidential” until the newly joined party by its counsel has executed
and filed with the Court its agreement to be fully bound by this Order.

11. This Order shall not apply to information in the public domain or obtained from
other sources not in violation of this Order, regardless of whether or not such information is also
contained in discovery materials designated as “Confidential” in this case.

12. The parties agree that any privileged materials or attorney work product that are
inadvertently disclosed will be immediately returned to the producing party if the materials appear
on their face to be privileged or attorney work product or if notice of the inadvertent production is
given within thirty days of production.

13. The undersigned counsel for the parties agree on behalf of their respective firms
and clients to the terms set forth herein, and consent to the form and entry of this Order.

14, The Court retains jurisdiction to alter or amend this Order by further order of the
Court upon a showing of good cause. Upon approval by the Court, this Order shall be effective as
the Order of the Court. Nothing in this Order shall abridge the right of any person to seek judicial
review or to pursue other appropriate judicial action with respect to any ruling made concerning

the issue of the status of Confidential Information.

IT IS ORDERED.

IN

UNITED STATES DISTRICT JUDGE



FINAL TERMINATION OF PROCEEDING

6. Thirty days after final termination of this proceeding, including all subsequent
appeals, each party shall destroy all materials produced and designated as “Confidential” and all
copies thereof. If a party, within twenty-eight days of the final termination of this proceeding,
requests that the Confidential Information be returned, the party to whom the request is made shall
return all such Confidential Information produced and all copies thereof. Unless a court orders
otherwise, the parties shall continue after final termination of this proceeding to keep confidential
the information and documents exchanged pursuant to this Order. Confidential Information
incorporated into pleadings, exhibits, legal memoranda, or similar documents need not be
destroyed but shall remain confidential.

7. This Order shall be without prejudice to the right of any party or non-party to
present to the Court a motion for a separate Protective Order as to any such document or
information, including restrictions differing from those specified herein, and this Order shall not
be deemed to prejudice any party in any way in any future application for modification of this
Order.

8. The parties must agree in writing to withdraw the designation of “Confidential.” If
a party notifies the opposing party in writing that it disputes the confidentiality designation of a
document, the party challenging the designation of the document as “Confidential” shall bear the
burden of going forward to move the Court to resolve the issue after the parties have attempted to
resolve their dispute in good faith. However, once challenged, the party designating the document
as “Confidential” shall bear the ultimate burden of demonstrating that good cause exists to
designate the document as “Confidential.” The document in question will remain subject to the

confidentiality provisions of this Order until the Court rules upon the designation of the document.


STIPULATED:

/s/ Julius L, Carter (via email authorization)

Date

/s/ Tessa L. Castner

Julius L. Carter

Julius L. Carter Co., LPA

130 W. Second Street Suite 1622
Dayton, OH 45402

(937) 222-7900

(937) 716-2181 Fax
jcarter@juliuscarter.com

Trial Attorney for Plaintiff

00000XA.0652101 4817-7162-8168v1

Richard L. Moore (0062010)
Neal Shah (0082672)

Tessa L. Castner (0093808)
Frost Brown Todd LLC
3300 Great American Tower
301 East Fourth Street
Cincinnati, OH 45202

(513) 651-6800

(513) 651-6981 (facsimile)
rimoore@fbtlaw.com
nshah@fbtlaw.com
teastner@fbtlaw.com

Trial Attorneys for Defendant


IN THE UNITED STATES DISTRICT COURT
FOR THE SOUTHERN DISTRICT OF OHIO
WESTERN DIVISION AT DAYTON
HENRY LUCAS, JR.,
Case No. 3:17 CV 275
Plaintiff,
Judge Walter H. Rice
v.

UNITED PARCEL SERVICE, INC.,
STIPULATED PROTECTIVE ORDER

Defendant.

Plaintiff Henry Lucas, Jr. and Defendant United Parcel Service, Inc. hereby stipulate to the
following Order relating to confidential business and other proprietary information.
IT IS HEREBY STIPULATED THAT:

Each party to this proceeding or any subsequent appeals and anyone else who may
subscribe to this Stipulated Protective Order (“Order”) agree as follows:

PURPOSE

The parties recognize that preparation and trial of this action may require the discovery of
confidential and/or proprietary materials containing proprietary business, personnel, trade secret,
or financial information, other information subject to confidentiality requirements, or other such
sensitive commercial information that is not publicly available. The parties desire to litigate this
action without jeopardizing the parties’ interest and expectation in the privacy and confidentiality
of their records and so enter this Order.

INFORMATION SUBJECT TO THIS ORDER

1. For purposes of this Order, Confidential Information includes Plaintiff's medical

and personal financial information and Defendant’s and/or Defendant’s parent, affiliated, or


related companies’ confidential business information, including but not limited to trade secrets,
business records, and other proprietary materials containing confidential business, personnel, or
financial information, other information subject to confidentiality requirements, or such other
sensitive commercial information that is not publicly available that is: (a) conveyed by or
contained in a document produced; (b) stated in answer to an interrogatory; (c) disclosed in an oral
deposition by a party or a non-party in the course of discovery in this proceeding; or (d) disclosed
by a party or a non-party at a hearing. Any party that produces information which it reasonably
believes to be Confidential Information may, at the time of production, designate such information
as “Confidential” and the information so designated shall thereafter be subject to the provisions of
this Order. In the case of documents, each page that is to be produced under this Order shall be
separately marked “Confidential.”

PERSONS AUTHORIZED TO
RECEIVE CONFIDENTIAL INFORMATION

2. Any Confidential Information pursuant to Paragraph 1 of this Order shall not be
disclosed to any person whatsoever other than: the parties, their parent and/or affiliated and/or
related companies, and their respective directors, officers, and management employees, and their
secretarial or clerical staffs; attorneys of record, their legal assistants, and their secretarial or
clerical staffs; insurers; court reporters and the Court; and deponents, witnesses, experts, and
consultants retained in good faith to assist in connection with this action and/or potential
deponents, witnesses, experts, and consultants retained in good faith to assist in connection with
this action, but only on an as needed basis, provided that such persons agree to not disclose or
otherwise use such Confidential Information in any manner other than for the purpose of providing

testimony in this matter.


LIMITATIONS ON THE USE OF CONFIDENTIAL INFORMATION

3. Any information designated “Confidential” pursuant to Paragraph | of this Order
shall be held in confidence by each person to whom it is disclosed, shall be used by the person
who receives such information only for the purposes of this proceeding, and shall not be used by
the recipient of the information for any function other than this litigation.

4, In the event that any information or documents designated as “Confidential” as
provided in Paragraph | of this Order are used in depositions, the court reporter shall be instructed
either (1) by a statement on the record by counsel at the time of the deposition, or (2) by written
notice to all counsel within ten business days after the receipt of the transcript, that the portions of
the depositions relating to the Confidential Information, as well as any Confidential documents
which are made exhibits, shall be retained under seal and if filed in connection with this proceeding
or any subsequent appeal, shall be filed pursuant to this Order as set forth in Paragraph 5, and that
copies of such materials shall be given only to counsel of record. Only those persons afforded
access under Paragraph 2 may be present at any examination concerning Confidential Information.

5. In the event that any Confidential Information must be filed in connection with this
proceeding or any subsequent appeals, such material shall be requested to be filed under seal in
compliance with Shane Group, Inc. v. Blue Cross Blue Shield of Michigan, 825 F.3d 299 (6th Cir.
2016). This Protective Order does not authorize filing protected materials under seal. No document
may be filed with the Court under seal without prior permission as to each such filing, upon motion
and for good cause shown, including the legal basis for filing under seal. See Procter & Gamble v.
Bankers Trust Co., 78 F. 3d 219 (6th Cir. 1996). Unless the Court orders otherwise, all sealed

documents shall be filed according to S.D. Ohio Civ. R. 5.2.1.