In re Citibank August 11, 2020 Wire Transfers

District Court, S.D. New York·Decided September 22, 2020·No. 1:20-cv-06539·Unknown

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK

Case No. 1:20-cv-06539 (JMF) In re:

STIPULATION AND [PROPOSED] Citibank August 11, 2020 Wire Transfers ORDER GOVERNING THE PRODUCTION AND EXCHANGE OF CONFIDENTIAL AND HIGHLY CONFIDENTIAL INFORMATION

WHEREAS, the parties to the above-captioned action (the “Litigation”) are engaged in discovery proceedings, which include, among other things, taking depositions, producing documents, responding to interrogatories and responding to requests for admission; and WHEREAS, those discovery proceedings will necessarily involve the production of certain information that the parties to the Litigation (the “Parties,” each a “Party”) believe to be confidential and sensitive commercial, financial, personal or business information; IT IS HEREBY STIPULATED AND AGREED, by the Parties hereto, through their undersigned counsel, subject to the approval of the Court, pursuant to Rule 26(c) of the Federal Rules of Civil Procedure, that this Stipulation and Order for the Production and Exchange of Confidential Information (the “Stipulation and Order”) will govern the use and handling of documents, data, electronically stored information (“ESI”), deposition testimony, deposition exhibits, deposition transcripts, written discovery requests, interrogatory responses, responses to requests for admission, and responses to requests for documents, and any other information or material produced, given or exchanged in response to a formal discovery request or subpoena, a request made during the taking of a deposition, or any other formal or informal means, including any information contained therein or derived therefrom (all “Discovery Material”) by or among any Party or non-party providing Discovery Material (each a “Producing Party”) in this Litigation. 1. All Discovery Material shall be used solely for the purpose of prosecuting or defending this Litigation, including in connection with any appeals taken by either Party, and shall not be disclosed to any person or entity other than in accordance with the terms of this Stipulation and Order. 2. Any Producing Party may designate any Discovery Material as “Confidential”

under the terms of this Stipulation if such party in good faith believes that such Discovery Material contains non-public, confidential, proprietary, personal or commercially sensitive information that requires the protections provided in this Stipulation and Order (“Confidential Discovery Material”). Any Producing Party may designate any Discovery Material as “Highly Confidential” under the terms of this Stipulation if such party in good faith reasonably believes that disclosure of the Discovery Material other than as permitted pursuant to Paragraph 7 of this Stipulation and Order is substantially likely to cause injury to the Producing Party or would not otherwise be adequately protected under the procedures set forth herein for Confidential Discovery Material (“Highly Confidential Discovery Material”). In the event that a Party believes that any

document(s), information, responses to interrogatories, responses to requests for admission, and/or deposition testimony produced by another Party or non-party contains and/or references the Party’s own Confidential Discovery Material or Highly Confidential Discovery Material, such Party (the “Designating Party”) may request that the Producing Party so designate all copies of the materials. The Designating Party may also designate such information as Confidential Discovery Material or Highly Confidential Discovery Material by letter delivered to all counsel of record that provides the information required by this Stipulation and Order for the particular type of document, information and/or testimony so designated and, where necessary, the Designating Party shall provide replacement pages, images and/or documents that bear the confidentiality legends required by this Stipulation and Order. 3. The designation of Discovery Material as Confidential Discovery Material or Highly Confidential Discovery Material shall be made in the following manner: A. In the case of documents or other materials (apart from depositions or other

pre-trial testimony), including responses to interrogatories and responses to requests for admission: (i) by affixing the legend “Confidential” or “Highly Confidential” to each page containing any Confidential Discovery Material or Highly Confidential Discovery Material; or (ii) in the case of electronically stored information produced in native format, by including “Confidential” or “Highly Confidential” in the file or directory name, or by affixing the legend “Confidential” or “Highly Confidential” to the media containing the Discovery Material (e.g., CD- ROM, floppy disk, DVD), or by written notice. B. In the case of depositions or other pre-trial testimony: (i) by a statement on the record, by counsel, at the time of such disclosure or before the conclusion of the

deposition or testimony; or (ii) by written notice, sent to all Parties within 5 business days of receipt of the final transcript of such deposition or other pre-trial testimony, listing the specific pages and lines of the transcript that shall be designated as “Confidential” or “Highly Confidential”; provided that only those portions of the transcript designated as Confidential Discovery Material or Highly Confidential Discovery Material shall be deemed Confidential Discovery Material or Highly Confidential Discovery Material. The entire deposition transcript shall be treated as “Highly Confidential” under this Stipulation and Order until the expiration of the above-referenced 5-day period for designation, except that the deponent may review the transcript of his or her own deposition during this 5-day period. The Parties may modify this procedure for any particular deposition or other pre- trial testimony, through agreement on the record at such deposition or testimony, without further order of the Court. C. In the case of any other Discovery Material, by written notice that the Discovery Material constitutes Confidential Discovery Material or Highly Confidential

Discovery Material. 4. The designation of Discovery Material as Confidential Discovery Material or Highly Confidential Discovery Material shall constitute a representation that such Discovery Material has been reviewed by an attorney representing the Producing Party or the Designating Party, and that there is a good faith basis for such designation. Counsel of record for the Parties are responsible for employing reasonable measures, consistent with this Stipulation and Order, to control access to and distribution of documents and/or information designated as “Confidential” or “Highly Confidential.” 5. Inadvertent failure to designate Discovery Material as Confidential Discovery

Material or Highly Confidential Discovery Material shall not constitute a waiver of such claim and may be corrected. A Producing Party may designate as Confidential or Highly Confidential any Discovery Material that has already been produced, including Discovery Material that the Producing Party inadvertently failed to designate as Confidential or Highly Confidential: (i) by notifying in writing the Party to whom the production has been made that the Discovery Material constitutes Confidential Discovery Material or Highly Confidential Discovery Material; or (ii) in a manner consistent with Paragraph 3, supra. Upon receiving such supplemental notice, the Parties shall thereafter mark and treat the Discovery Material so designated as Confidential Discovery Material or Highly Confidential Discovery Material, and such Discovery Material shall be fully subject to this Stipulation and Order from the date of such supplemental notice forward.

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In re Citibank August 11, 2020 Wire Transfers, (S.D.N.Y. 2020).

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