Kevin Walker v. AT and T Benefit Plan No. 3

United States District Court for the Central District of California

Kevin Walker v. AT and T Benefit Plan No. 3

Trial Court Opinion

1 RE-OmBaEilR: rTo bJe. rRt@OSerAisTaIl g#.1co1m2006 2 RAQUEL M. BUSANI #323162 E-mail: [email protected] 3 6485 N. Palm Ave., Ste. 105 Fresno, California 93704 4 Telephone:(559) 478-4119 Telefax:(559) 478-5939 5 Attorneys for Plaintiff 6 KEVIN WALKER 7 LAURIE E. SHERWOOD, State Bar No. 155312 E-mail: [email protected] 8 KATHERINE P. GARDINER, State Bar No. 215542 E-mail: [email protected] 9 WFBM, LLP, Attorneys at Law 601 Montgomery Street, Ninth Floor 10 San Francisco, California 94111-2612 Telephone: (415) 781-7072 11 Facsimile: (415) 391-6258 12 ALISON LUNGSTRUM MACNEILL, Colo. Bar No. 51689 pro hac vice 13 E-mail: [email protected] CAMPBELL LITIGATION, P.C. 14 1410 N. High St. Denver, CO 80218 15 Telephone:(303) 536-1833 16 Attorneys for Defendants AT&T Benefit Plan No. 3 and AT&T Services, Inc. 17 18 UNITED STATES DISTRICT COURT 19 CENTRAL DISTRICT OF CALIFORNIA 20 WESTERN DIVISION 21 KEVIN WALKER, ) Case No.: 2:21-cv-916-MCS (SK) ) 22 Plaintiff, ) ) STIPULATED PROTECTIVE 23 vs. ) ORDER AND ORDER ) 24 AT&T BENEFIT PLAN NO. 3; ) Judge: Steve Kim AT&T SERVICES, INC., ) U.S. Magistrate Judge 25 ) Defendants. ) 26 ) 27 // 28 1 TO THE HONORABLE COURT: 2 WHEREAS, to facilitate the production and receipt of information during 3 discovery in the above-captioned litigation (“the Litigation”), Plaintiff KEVIN 4 WALKER (“Walker”) and Defendants AT&T BENEFIT PLAN NO. 3; AT&T 5 SERVICES, INC., (hereinafter “AT&T”) by and through their respective counsel 6 of record, hereby stipulate and agree, to the entry of the following Protective 7 Order for the protection of Confidential Materials (as defined herein) that may be 8 produced or otherwise disclosed during the course of this Litigation by any party 9 or non-party, and request that the Court order, as follows: 10 Accordingly, IT IS HEREBY ORDERED that the terms and conditions of 11 this Protective Order shall govern the handling of discovery materials in the 12 Litigation: 13 1. A. PURPOSES AND LIMITATIONS 14 The discovery in this action includes Requests for Production of Documents 15 and Interrogatories served by Walker, some of which seek production of 16 documents and information that Defendants AT&T contend is confidential, 17 proprietary, or private information, and thus which entitled to special protection 18 from public disclosure and from use for any purpose other than prosecuting this 19 litigation. Accordingly, the parties hereby stipulate to and petition the Court to 20 enter the following Stipulated Protective Order. The parties acknowledge that this 21 Order does not confer blanket protections on all disclosures or responses to 22 discovery and that the protection it affords from public disclosure and use extends only to the limited information or items that are entitled to confidential treatment 24 under the applicable legal principles. The parties further acknowledge, as set forth 25 in Section 12.3, below, that this Stipulated Protective Order does not entitle them 26 to file confidential information under seal; Local Rules 140 and 141 set forth the 27 procedures that must be followed and the standards that will be applied when a 28 party seeks permission from the court to file material under seal and/or redact 1 material as to which confidentiality is asserted. 2 B. GOOD CAUSE STATEMENT 3 Discovery activity in this action are likely to involve production of 4 confidential, proprietary, or private information, for which special protection from 5 public disclosure and from use for any purpose other than prosecuting this 6 litigation may be warranted. It is expected that the discovery may include certain 7 confidential and proprietary business information and documents from AT&T 8 and/or its agents. Accordingly, the parties hereby stipulate to and petition the court 9 to enter the following Stipulated Protective Order. The parties acknowledge that 10 this Order does not confer blanket protections on all disclosures or responses to 11 discovery and that the protection it affords from public disclosure and use extends 12 only to the limited information or items that are entitled to confidential treatment 13 under the applicable legal principles. 14 2. DEFINITION 15 2.1 Action: the above captioned pending federal law suit. 16 2.2 Challenging Party: a Party or Non-Party that challenges the 17 designation of information or items under this Order. 18 2.3 “CONFIDENTIAL” Information or Items: Information 19 (regardless of how it is generated, stored or maintained) or tangible things that 20 qualify for protection under Federal Rule of Civil Procedure 26(c), and as specified 21 above in the Good Cause Statement. 22 2.4 Counsel: Outside Counsel of Record and House Counsel (as well as their support staff). 24 2.5 Designating Party: a Party or Non-Party that designates 25 information or items that it produces in disclosures or in responses to discovery as 26 “CONFIDENTIAL.” 27 2.6 Disclosure or Discovery Material: all items or information, 28 regardless of the medium or manner in which it is generated, stored, or maintained 1 (including, among other things, testimony, transcripts, and tangible things), that are 2 produced or generated in disclosures or responses to discovery in this matter. 3 2.7 Expert: a person with specialized knowledge or experience in a 4 matter pertinent to the litigation who has been retained by a Party or its counsel to 5 serve as an expert witness or as a consultant in this Action. 6 2.8 House Counsel: attorneys who are employees of a party to this 7 Action. House Counsel does not include Outside Counsel of Record or any other 8 outside counsel. 9 2.9 Non-Party: any natural person, partnership, corporation, 10 association, or other legal entity not named as a Party to this action. 11 2.10 Outside Counsel of Record: attorneys who are not employees 12 of a party to this Action but are retained to represent or advise a party to this 13 Action and have appeared in this Action on behalf of that party or are affiliated 14 with a law firm that has appeared on behalf of that party, including support staff. 15 2.11 Party: any party to this Action, including all of its officers, 16 directors, employees, consultants, retained experts, and Outside Counsel of Record 17 (and their support staffs). 18 2.12 Producing Party: a Party or Non-Party that produces Disclosure 19 or Discovery Material in this Action. 20 2.13 Professional Vendors: persons or entities that provide litigation 21 support services (e.g., photocopying, videotaping, translating, preparing exhibits or 22 demonstrations, and organizing, storing, or retrieving data in any form or medium) and their employees and subcontractors. 24 2.14 Protected Material: any Disclosure or Discovery Material that 25 is designated as “CONFIDENTIAL.” 26 2.15 Receiving Party: a Party that receives Disclosure or Discovery 27 Material from a Producing Party. 28 // 1 3. SCOPE 2 The protections conferred by this Stipulation and Order cover not only 3 Protected Material (as defined above), but also (1) any information copied or 4 extracted from Protected Material; (2) all copies, excerpts, summaries, or 5 compilations of Protected Material; and (3) any testimony, conversations, or 6 presentations by Parties or their Counsel that might reveal Protected Material. 7 Any use of Protected Material at trial shall be governed by the orders of the 8 trial judge. This Order does not govern the use of Protected Material at trial. 9 4. DURATION 10 Once a case proceeds to trial, and the parties are required to file their trial 11 briefs/motions for judgment pursuant to Rule 52/56, as provided by the Court’s 12 scheduling order, all of the information that was designated as confidential or 13 maintained pursuant to this protective order becomes public and will be 14 presumptively available to all members of the public, including the press, unless 15 compelling reasons supported by specific factual findings to proceed otherwise are 16 made to the trial judge in advance of the trial/trial briefing. See Kamakana v. City 17 and County of Honolulu,

447 F.3d 1172, 1180-81

(9th Cir. 2006) (distinguishing 18 “good cause” showing for sealing documents produced in discovery from 19 “compelling reasons” standard when merits-related documents are part of court 20 record). Accordingly, the terms of this protective order do not extend beyond the 21 commencement of trial briefing and trial. 22 5. DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for 24 Protection. Each Party or Non-Party that designates information or items for 25 protection under this Order must take care to limit any such designation to specific 26 material that qualifies under the appropriate standards. The Designating Party must 27 designate for protection only those parts of material, documents, items, or oral or 28 written communications that qualify so that other portions of the material, 1 documents, items, or communications for which protection is not warranted are not 2 swept unjustifiably within the ambit of this Order. 3 Mass, indiscriminate, or routinized designations are prohibited. 4 Designations that are shown to be clearly unjustified or that have been made for an 5 improper purpose (e.g., to unnecessarily encumber the case development process 6 or to impose unnecessary expenses and burdens on other parties) may expose the 7 Designating Party to sanctions. 8 If it comes to a Designating Party’s attention that information or items 9 that it designated for protection do not qualify for protection, that Designating 10 Party must promptly notify all other Parties that it is withdrawing the inapplicable 11 designation. 12 5.2 Manner and Timing of Designations. Except as otherwise 13 provided in this Order (see, e.g., second paragraph of section 5.2(a) below), or as 14 otherwise stipulated or ordered, Disclosure or Discovery Material that qualifies for 15 protection under this Order must be clearly so designated before the material is 16 disclosed or produced. The parties hereby stipulate and agree that all of Plaintiff’s 17 health information, including all diagnosis, shall be automatically designated as 18 confidential notwithstanding any marking of the document confidential. This 19 includes, but is not limited to, any mention of Plaintiff’s private health information. 20 Designation in conformity with this Order requires: 21 (a) for information in documentary form (e.g., paper or electronic 22 documents, but excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing Party affix, at a minimum, the legend 24 “CONFIDENTIAL” (hereinafter “CONFIDENTIAL legend”), to each page that 25 contains protected material. If only a portion or portions of the material on a page 26 qualifies for protection, the Producing Party also must clearly identify the 27 protected portion(s) (e.g., by making appropriate markings in the margins).\ 28 // 1 A Party or Non-Party that makes original documents available for 2 inspection need not designate them for protection until after the inspecting Party 3 has indicated which documents it would like copied and produced. During the 4 inspection and before the designation, all of the material made available for 5 inspection shall be deemed “CONFIDENTIAL.” After the inspecting Party has 6 identified the documents it wants copied and produced, the Producing Party must 7 determine which documents, or portions thereof, qualify for protection under this 8 Order. Then, before producing the specified documents, the Producing Party must 9 affix the “CONFIDENTIAL legend” to each page that contains Protected Material. 10 If only a portion or portions of the material on a page qualifies for protection, the 11 Producing Party also must clearly identify the protected portion(s) (e.g., by making 12 appropriate markings on the document). 13 (b) for testimony given in depositions that the Designating Party 14 identify the Disclosure or Discovery Material on the record, before the close of the 15 deposition. 16 (c) for information produced in some form other than documentary 17 and for any other tangible items, that the Producing Party affix in a prominent 18 place on the exterior of the container or containers in which the information is 19 stored the legend “CONFIDENTIAL.” If only a portion or portions of the 20 information warrants protection, the Producing Party, to the extent practicable, 21 shall identify the protected portion(s). 22 5.3 Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to designate qualified information or items does not, standing 24 alone, waive the Designating Party’s right to secure protection under this Order for 25 such material. Upon timely correction of a designation, the Receiving Party must 26 make reasonable efforts to assure that the material is treated in accordance with the 27 provisions of this Order. 28 // 1 6. CHALLENGING CONFIDENTIALITY DESIGNATIONS 2 6.1 Timing of Challenges. Any Party or Non-Party may challenge a 3 designation of confidentiality at any time that is consistent with the Court’s 4 Scheduling Order. 5 6.2 Meet and Confer. The Challenging Party shall initiate the 6 Court’s discovery dispute resolution process and reference this protective order in 7 its notice. 8 6.3 Burden. The burden of persuasion in any such challenge 9 proceeding shall be on the Designating Party. Frivolous challenges, and those 10 made for an improper purpose (e.g., to harass or impose unnecessary expenses and 11 burdens on other parties) may expose the Challenging Party to sanctions. Unless 12 the Designating Party has waived or withdrawn the confidentiality designation, all 13 parties shall continue to afford the material in question the level of protection to 14 which it is entitled under the Producing Party’s designation until the Court rules on 15 the challenge. 16 7. ACCESS TO AND USE OF PROTECTED MATERIAL 17 7.1 Basic Principles. A Receiving Party may use Protected Material 18 that is disclosed or produced by another Party or by a Non-Party in connection 19 with this Action only for prosecuting, defending, or attempting to settle this 20 Action. Such Protected Material may be disclosed only to the categories of persons 21 and under the conditions described in this Order. When the Action has been 22 terminated, a Receiving Party must comply with the provisions of section 13 below (FINAL DISPOSITION). 24 Protected Material must be stored and maintained by a Receiving 25 Party at a location and in a secure manner that ensures that access is limited to the 26 persons authorized under this Order. 27 7.2 Disclosure of “CONFIDENTIAL” Information or Items. Unless 28 otherwise ordered by the Court or permitted in writing by the Designating Party, a 1 Receiving Party may disclose any information or item designated 2 “CONFIDENTIAL” only to: 3 (a) the Receiving Party’s Outside Counsel of Record in this Action, 4 as well as employees of said Outside Counsel of Record to whom it is reasonably 5 necessary to disclose the information for this Action; 6 (b) the officers, directors, and employees (including House 7 Counsel) of the Receiving Party to whom disclosure is reasonably necessary for 8 this Action; 9 (c) Experts (as defined in this Order) of the Receiving Party to 10 whom disclosure is reasonably necessary for this Action and who have signed the 11 “Acknowledgment and Agreement to Be Bound” (Exhibit A); 12 (d) the Court and its personnel; 13 (e) court reporters and their staff; 14 (f) professional jury or trial consultants, mock jurors, and 15 Professional Vendors to whom disclosure is reasonably necessary for this Action 16 and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit 17 A); 18 (g) the author or recipient of a document containing the 19 information or a custodian or other person who otherwise possessed or knew the 20 information; 21 (h) during their depositions, witnesses, and attorneys for witnesses, 22 in the Action to whom disclosure is reasonably necessary provided: (1) the deposing party requests that the witness sign the form attached as Exhibit (A) 24 hereto; and (2) they will not be permitted to keep any confidential information 25 unless they sign the “Acknowledgment and Agreement to Be Bound” (Exhibit A), 26 unless otherwise agreed by the Designating Party or ordered by the Court. Pages of 27 transcribed deposition testimony or exhibits to depositions that reveal Protected 28 Material may be separately bound by the court reporter and may not be disclosed 1 to anyone except as permitted under this Stipulated Protective Order; and 2 (i) any mediator or settlement officer, and their supporting 3 personnel, mutually agreed upon by any of the parties engaged in settlement 4 discussions. 5 8. PROTECTED MATERIAL SUBPOENAED OR ORDERED 6 PRODUCED IN OTHER LITIGATION 7 If a Party is served with a subpoena or a court order issued in other litigation 8 that compels disclosure of any information or items designated in this Action as 9 “CONFIDENTIAL,” that Party must: 10 (a) promptly notify in writing the Designating Party. Such notification 11 shall include a copy of the subpoena or court order; 12 (b) promptly notify in writing the party who caused the subpoena or order 13 to issue in the other litigation that some or all of the material covered by the 14 subpoena or order is subject to this Protective Order. Such notification shall 15 include a copy of this Stipulated Protective Order; and 16 (c) cooperate with respect to all reasonable procedures sought to be 17 pursued by the Designating Party whose Protected Material may be affected. 18 If the Designating Party timely seeks a protective order, the Party served 19 with the subpoena or court order shall not produce any information designated in 20 this action as “CONFIDENTIAL” before a determination by the court from which 21 the subpoena or order issued, unless the Party has obtained the Designating Party’s 22 permission. The Designating Party shall bear the burden and expense of seeking protection in that court of its confidential material and nothing in these provisions 24 should be construed as authorizing or encouraging a Receiving Party in this Action 25 to disobey a lawful directive from another court. 26 9. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE 27 PRODUCED IN THIS LITIGATION 28 (a) The terms of this Order are applicable to information produced 1 by a Non-Party in this Action and designated as “CONFIDENTIAL.” Such 2 information produced by Non-Parties in connection with this litigation is 3 protected by the remedies and relief provided by this Order. Nothing in these 4 provisions should be construed as prohibiting a Non-Party from seeking 5 additional protections. 6 (b) In the event that a Party is required, by a valid discovery 7 request, to produce a Non-Party’s confidential information in its possession, 8 and the Party is subject to an agreement with the Non-Party not to produce 9 the Non-Party’s confidential information, then the Party shall: 10 (1) promptly notify in writing the Requesting Party and the 11 Non-Party that some or all of the information requested is subject to a 12 confidentiality agreement with a Non-Party; 13 (2) promptly provide the Non-Party with a copy of the 14 Stipulated Protective Order in this Action, the relevant discovery 15 request(s), and a reasonably specific description of the information 16 requested; and 17 (3) make the information requested available for inspection 18 by the Non-Party, if requested. 19 (c) If the Non-Party fails to seek a protective order from this Court 20 within 14 days of receiving the notice and accompanying information, the 21 Designating/Producing Party may produce the Non-Party’s confidential 22 information responsive to the discovery request. If the Non-Party timely seeks a protective order, the Designating/Producing Party shall not produce 24 any information in its possession or control that is subject to the 25 confidentiality agreement with the Non-Party before a determination by the 26 Court. Absent a court order to the contrary, the Non-Party shall bear the 27 burden and expense of seeking protection in this Court of its Protected 28 Material. 1 10. UNAUTHORIZED DISCLOSURE OF PROTECTED 2 MATERIAL 3 If a Receiving Party learns that, by inadvertence or otherwise, it has 4 disclosed Protected Material to any person or in any circumstance not authorized 5 under this Stipulated Protective Order, the Receiving Party must immediately (a) 6 notify in writing the Designating Party of the unauthorized disclosures, (b) use its 7 best efforts to retrieve all unauthorized copies of the Protected Material, (c) inform 8 the person or persons to whom unauthorized disclosures were made of all the terms 9 of this Order, and (d) request such person or persons to execute the 10 “Acknowledgment and Agreement to Be Bound” that is attached hereto as Exhibit

11 A. 12

11. INADVERTENT PRODUCTION OF PRIVILEGED OR 13 OTHERWISE PROTECTED MATERIAL 14 When a Producing Party gives notice to Receiving Parties that certain 15 inadvertently produced material is subject to a claim of privilege or other 16 protection, the obligations of the Receiving Parties are those set forth in Federal 17 Rule of Civil Procedure 26(b)(5)(B). This provision is not intended to modify 18 whatever procedure may be established in an e-discovery order that provides for 19 production without prior privilege review. Pursuant to Federal Rule of Evidence 20 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure 21 of a communication or information covered by the attorney-client privilege or 22 work product protection, the parties may incorporate their agreement in the stipulated protective order submitted to the Court. 24 12. MISCELLANEOUS 25 12.1 Right to Further Relief. Nothing in this Order abridges the right 26 of any person to seek its modification by the Court in the future. 27 12.2 Right to Assert Other Objections. By stipulating to the entry of 28 this Protective Order, no Party waives any right it otherwise would have to object 1 to disclosing or producing any information or item on any ground not addressed in 2 this Stipulated Protective Order. Similarly, no Party waives any right to object on 3 any ground to use in evidence of any of the material covered by this Protective 4 Order. 5 12.3 Filing Protected Material. A Party that seeks to file under seal 6 any Protected Material must comply with Local Rules 140 and 141. Protected 7 Material may only be filed under seal pursuant to a court order authorizing the 8 sealing of the specific Protected Material at issue. If a Party’s request to file 9 Protected Material under seal is denied by the Court, then the Receiving Party may 10 file the information in the public record unless otherwise instructed by the Court. 11 13. FINAL DISPOSITION AND CONCLUSION OF LITIGATION 12 After the Final Disposition of this Action, as defined in paragraph 4, within 13 60 days of a written request by the Designating Party, each Receiving Party must 14 return all Protected Material to the Producing Party or destroy such material. As 15 used in this subdivision, “all Protected Material” includes all copies, abstracts, 16 compilations, summaries, and any other format reproducing or capturing any of the 17 Protected Material. Whether the Protected Material is returned or destroyed, the 18 Receiving Party must submit a written certification to the Producing Party (and, if 19 not the same person or entity, to the Designating Party) by the 60 day deadline that 20 (1) identifies (by category, where appropriate) all the Protected Material that was 21 returned or destroyed and (2) affirms that the Receiving Party has not retained any 22 copies, abstracts, compilations, summaries or any other format reproducing or capturing any of the Protected Material. Notwithstanding this provision, counsel 24 are entitled to retain an archival copy of all pleadings, motion papers, trial, 25 deposition, and hearing transcripts, legal memoranda, correspondence, deposition 26 and trial exhibits, expert reports, attorney work product, and consultant and expert 27 work product, even if such materials contain Protected Material. Any such archival 28 copies that contain or constitute Protected Material remain subject to this 1 || Protective Order as set forth in Section 4 (DURATION). 2 14. Any violation of this Order may be punished by any and all 3 || appropriate measures including, without limitation, contempt proceedings and/or 4 || monetary sanctions. 5 IT IS SO STIPULATED and respectfully requested. 6 7 || DATED: July 23, 2021 /s/ Raquel M. Busani RAQUEL M. BUSANI

10 11 || DATED: July 23, 2021 /s/ Alison Lungstrum Macneill hae y EUNGSTRUM MACNEILL 13 Attorneys for Defendants AT&T Benefit Plan No. 14 3 and AT&T Services, Inc. 15 16 ORDER 17 IT IS SO ORDERED 18 |] Dated:___July 27, 2021 19 UNITED STATES MAGISTRATE JUDGE ATTESTATION OF CONCURRENCE IN FILING

9 I, Raquel M. Busani, attest that concurrence in the filing of this document has been obtained from each of the other signatories. I declare under penalty of

perjury under the laws of the United States of America that the foregoing is true

35 and correct. Executed on July 23, 2021, in Fresno, California. /s/ Raquel M. Busani 26 RAQUEL M. BUSANI CER

14

1 EXHIBIT A 2 3 UNITED STATES DISTRICT COURT 4 CENTRAL DISTRICT OF CALIFORNIA 5 WESTERN DIVISION 6 KEVIN WALKER, ) Case No.: 2:21-cv-916-MCS (SK) ) 7 Plaintiff, ) ) AGREEMENT CONCERNING 8 vs. ) INFORMATION COVERED BY ) STIPULATED PROTECTIVE 9 AT&T BENEFIT PLAN NO. 3; ) ORDER AT&T SERVICES, INC., ) 10 ) Judge: Steve Kim, Defendants. ) U.S. Magistrate Judge 11 ) 12 13 I, __________________________________, hereby acknowledge that I 14 have received a copy of the Stipulated Protective Order entered in this action (Case 15 No. 2:21-cv-916-MCS (SK)) by the United States District Court for the Central 16 District of California (hereinafter, “the Protective Order”). 17 I have either read the Protective Order or have had the terms of the 18 Protective Order explained to me by my attorney. 19 I understand the terms of the Protective Order and agree to comply with and 20 to be bound by such terms. 21 If I receive documents or information designated as Confidential Material 22 (as those terms are defined in the Protective Order), I understand that such 23 information is provided to me pursuant to the terms and 24 restrictions of the Protective Order. 25 I agree to hold in confidence and not further disclose or use for any purpose 26 (other than is permitted by the Protective Order) any information disclosed to me 27 pursuant to the terms of the Protective Order. 28 1 If I am a Sharing Attorney as defined in paragraph 13 of the Protective 2 Order, I recognize and agree that coordination of discovery is necessary to promote 3 judicial economy and to avoid unnecessary costs and delays to the parties to this 4 action (Case No. 2:21-cv-916-MCS (SK)) as well as to the parties to the action(s) 5 in which I serve as counsel. Accordingly, I agree to use my best efforts to 6 coordinate discovery in the action(s) in which I serve as an attorney of record with 7 this action. 8 I hereby submit myself to the jurisdiction of the United States District Court 9 for the Central District of California for resolution of any matters pertaining to the 10 Protective Order. 11 My address is: _______________________________ 12 13 My present employer is: _______________________________ 14 15 Dated: __________________ 16 17 Signed: _______________________________ 18 19 20 21 22 24 25 26 27 28

Reference

Status
Unknown