1 Janelle J. Sahouria (State Bar No. 253699) Kevin P. Lee (State Bar No. 296343) 2 JACKSON LEWIS P.C. 50 California Street, 9th Floor 3 San Francisco, California 94111-4615 Telephone: (415) 394-9400 4 Facsimile: (415) 394-9401 E-mail: Janelle.Sahouria@jacksonlewis.com 5 E-mail: Kevin.Lee@jacksonlewis.com
6 Attorneys for Defendants FLOWSERVE CORP. and 7 FLOWSERVE US INC. 8 UNITED STATES DISTRICT COURT 9 EASTERN DISTRICT 10 11 JOHN IRELAND, Case No. 2:24-cv-1663-DJC-JDP 12 Plaintiff, DISCOVERY MATTER 13 v. STIPULATED PROTECTIVE ORDER 14 FLOWSERVE CORP, FLOWSERVE US Complaint Filed: 04/03/2024 15 INC. and Does 1 to 10, Trial Date: 06/01/2026 16 Defendants. 17 18 The Parties, through their undersigned counsel of record, and subject to the Court’s 19 approval, hereby stipulate to the entry of a Protective Order in this action as follows: 20 1. PURPOSES AND LIMITATIONS 21 Discovery in this action is likely to involve production of confidential, proprietary or 22 private information for which special protection from public disclosure and from use for any 23 purpose other than pursuing this litigation may be warranted. Accordingly, the Parties hereby 24 stipulate to, and petition the Court to enter the following Stipulated Protective Order. The Parties 25 acknowledge that this Protective Order does not confer blanket protections on all disclosures or 26 responses to discovery and that the protection it affords from public disclosure and use extends 27 only to the limited information or items that are entitled to confidential treatment under the 28 1 A Party’s designation of information as protected material constitutes a representation that 2 such materials have been reviewed by Counsel and there is a good faith basis for such designation. 3 Nothing in this Protective Order shall be construed as limiting a Party’s use of its own Highly 4 Confidential or Confidential information. 5 2. GOOD CAUSE STATEMENT 6 This action is likely to involve trade secrets, customer pricing lists, and other valuable 7 financial proprietary information for which special protection from public disclosure and from use 8 for any purpose other than prosecution of this action is warranted. Such confidential and 9 proprietary materials and information consist of, among other things, confidential business or 10 financial information, information regarding confidential business practices. 11 Specifically, good cause exists to designate certain documents as “HIGHLY 12 CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY” where a Designating Party and/or its 13 counsel may have a good faith belief that the documents contain information that is among the 14 most sensitive by the party, including but not limited to trade secret or other confidential research, 15 development, financial or other commercial information, and that such information must be 16 shielded from anyone within a competitor company, including in-house counsel, who might be 17 involved in “competitive decision-making” for the competitor company. See U.S. Steel Corp v. 18 U.S., 730 F.2d 1465, 1468 (Fed Cir. 1984); see also Brown Bag Software v. Symantec Corp., 960 19 F.2d 1465, 1470 (1992). 20 Additionally, good cause also exists to designate certain documents as “HIGHLY 21 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” where a Designating Party and/or its counsel 22 may have a good faith belief that the documents contain information that is also among the most 23 sensitive by the party, including but not limited to trade secret or other confidential research, 24 development, financial or other commercial information, but may not require the additional 25 protections afforded for documents designated as “HIGHLY CONFIDENTIAL – OUTSIDE 26 COUNSELS’ EYES ONLY.” 27 Finally, good cause exists to designate certain documents as “CONFIDENTIAL” where a 28 Designating Party and/or its counsel may have a good faith belief that the unrestricted disclosure 1 of such information in the documents could be potentially prejudicial to the business or operations 2 of the party. 3 Accordingly, to expedite the flow of information, to facilitate the prompt resolution of 4 disputes over confidentiality of discovery materials, to adequately protect information the Parties 5 are entitled to keep confidential, to ensure that the Parties are permitted reasonable necessary uses 6 of such material in preparation for and in the conduct of trial, to address their handling at the end 7 of the litigation, and serve the ends of justice, a protective order for such information is justified 8 in this matter. 9 It is the intent of the Parties that information will not be designated as confidential for 10 tactical reasons and that nothing be so designated without a good faith belief that it has been 11 maintained in a confidential, non-public manner, and there is good cause why it should not be part 12 of the public record of this case. 13 3. ACKNOWLEDGMENT OF UNDER SEAL FILING PROCEDURE 14 The Parties further acknowledge, as set forth in Section 14.3, below, that this Protective 15 Order does not entitle them to file confidential information under seal; Local Civil Rule 141 sets 16 forth the procedures that must be followed and the standards that will be applied when a party 17 seeks permission from the court to file material under seal. There is a strong presumption that the 18 public has a right of access to judicial proceedings and records in civil cases. In connection with 19 non-dispositive motions, good cause must be shown to support a filing under seal. See Kamakana 20 v. City and County of Honolulu, 447 F.3d 1172, 1176 (9th Cir. 2006), Phillips v. Gen. Motors 21 Corp., 307 F.3d 1206, 1210-11 (9th Cir. 2002), Makar-Welbon v. Sony Electrics, Inc., 187 F.R.D. 22 576, 577 (E.D. Wis. 1999) (even stipulated protective orders require good cause showing), and a 23 specific showing of good cause or compelling reasons with proper evidentiary support and legal 24 justification, must be made with respect to Protected Material that a party seeks to file under seal. 25 The Parties’ mere designation of Disclosure or Discovery Material as HIGHLY CONFIDENTIAL 26 or CONFIDENTIAL does not— without the submission of competent evidence by declaration, 27 establishing that the material sought to be filed under seal qualifies as confidential, privileged, or 28 otherwise protectable—constitute good cause. Further, if a party requests sealing related to a 1 dispositive motion or trial, then compelling reasons, not only good cause, for the sealing must be 2 shown, and the relief sought shall be narrowly tailored to serve the specific interest to be protected. 3 See Pintos v. Pacific Creditors Ass’n., 605 F.3d 665, 677-79 (9th Cir. 2010). For each item or type 4 of information, document, or thing sought to be filed or introduced under seal, the party seeking 5 protection must articulate compelling reasons, supported by specific facts and legal justification, 6 for the requested sealing order. Again, competent evidence supporting the application to file 7 documents under seal must be provided by declaration. 8 Any document that is not confidential, privileged, or otherwise protectable in its entirety 9 will not be filed under seal if the confidential portions can be redacted. If documents can be 10 redacted, then a redacted version for public viewing, omitting only the confidential, privileged, or 11 otherwise protectable portions of the document, shall be filed. Any application that seeks to file 12 documents under seal in their entirety should include an explanation of why redaction is not 13 feasible. 14 4. DEFINITIONS 15 a. “Acknowledgement” refers to the “Acknowledgement and Agreement to Be Bound” 16 attached hereto as Exhibit A. 17 b. “Action” means the above-entitled proceeding, Case No.
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1 Janelle J. Sahouria (State Bar No. 253699) Kevin P. Lee (State Bar No. 296343) 2 JACKSON LEWIS P.C. 50 California Street, 9th Floor 3 San Francisco, California 94111-4615 Telephone: (415) 394-9400 4 Facsimile: (415) 394-9401 E-mail: Janelle.Sahouria@jacksonlewis.com 5 E-mail: Kevin.Lee@jacksonlewis.com
6 Attorneys for Defendants FLOWSERVE CORP. and 7 FLOWSERVE US INC. 8 UNITED STATES DISTRICT COURT 9 EASTERN DISTRICT 10 11 JOHN IRELAND, Case No. 2:24-cv-1663-DJC-JDP 12 Plaintiff, DISCOVERY MATTER 13 v. STIPULATED PROTECTIVE ORDER 14 FLOWSERVE CORP, FLOWSERVE US Complaint Filed: 04/03/2024 15 INC. and Does 1 to 10, Trial Date: 06/01/2026 16 Defendants. 17 18 The Parties, through their undersigned counsel of record, and subject to the Court’s 19 approval, hereby stipulate to the entry of a Protective Order in this action as follows: 20 1. PURPOSES AND LIMITATIONS 21 Discovery in this action is likely to involve production of confidential, proprietary or 22 private information for which special protection from public disclosure and from use for any 23 purpose other than pursuing this litigation may be warranted. Accordingly, the Parties hereby 24 stipulate to, and petition the Court to enter the following Stipulated Protective Order. The Parties 25 acknowledge that this Protective Order does not confer blanket protections on all disclosures or 26 responses to discovery and that the protection it affords from public disclosure and use extends 27 only to the limited information or items that are entitled to confidential treatment under the 28 1 A Party’s designation of information as protected material constitutes a representation that 2 such materials have been reviewed by Counsel and there is a good faith basis for such designation. 3 Nothing in this Protective Order shall be construed as limiting a Party’s use of its own Highly 4 Confidential or Confidential information. 5 2. GOOD CAUSE STATEMENT 6 This action is likely to involve trade secrets, customer pricing lists, and other valuable 7 financial proprietary information for which special protection from public disclosure and from use 8 for any purpose other than prosecution of this action is warranted. Such confidential and 9 proprietary materials and information consist of, among other things, confidential business or 10 financial information, information regarding confidential business practices. 11 Specifically, good cause exists to designate certain documents as “HIGHLY 12 CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY” where a Designating Party and/or its 13 counsel may have a good faith belief that the documents contain information that is among the 14 most sensitive by the party, including but not limited to trade secret or other confidential research, 15 development, financial or other commercial information, and that such information must be 16 shielded from anyone within a competitor company, including in-house counsel, who might be 17 involved in “competitive decision-making” for the competitor company. See U.S. Steel Corp v. 18 U.S., 730 F.2d 1465, 1468 (Fed Cir. 1984); see also Brown Bag Software v. Symantec Corp., 960 19 F.2d 1465, 1470 (1992). 20 Additionally, good cause also exists to designate certain documents as “HIGHLY 21 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” where a Designating Party and/or its counsel 22 may have a good faith belief that the documents contain information that is also among the most 23 sensitive by the party, including but not limited to trade secret or other confidential research, 24 development, financial or other commercial information, but may not require the additional 25 protections afforded for documents designated as “HIGHLY CONFIDENTIAL – OUTSIDE 26 COUNSELS’ EYES ONLY.” 27 Finally, good cause exists to designate certain documents as “CONFIDENTIAL” where a 28 Designating Party and/or its counsel may have a good faith belief that the unrestricted disclosure 1 of such information in the documents could be potentially prejudicial to the business or operations 2 of the party. 3 Accordingly, to expedite the flow of information, to facilitate the prompt resolution of 4 disputes over confidentiality of discovery materials, to adequately protect information the Parties 5 are entitled to keep confidential, to ensure that the Parties are permitted reasonable necessary uses 6 of such material in preparation for and in the conduct of trial, to address their handling at the end 7 of the litigation, and serve the ends of justice, a protective order for such information is justified 8 in this matter. 9 It is the intent of the Parties that information will not be designated as confidential for 10 tactical reasons and that nothing be so designated without a good faith belief that it has been 11 maintained in a confidential, non-public manner, and there is good cause why it should not be part 12 of the public record of this case. 13 3. ACKNOWLEDGMENT OF UNDER SEAL FILING PROCEDURE 14 The Parties further acknowledge, as set forth in Section 14.3, below, that this Protective 15 Order does not entitle them to file confidential information under seal; Local Civil Rule 141 sets 16 forth the procedures that must be followed and the standards that will be applied when a party 17 seeks permission from the court to file material under seal. There is a strong presumption that the 18 public has a right of access to judicial proceedings and records in civil cases. In connection with 19 non-dispositive motions, good cause must be shown to support a filing under seal. See Kamakana 20 v. City and County of Honolulu, 447 F.3d 1172, 1176 (9th Cir. 2006), Phillips v. Gen. Motors 21 Corp., 307 F.3d 1206, 1210-11 (9th Cir. 2002), Makar-Welbon v. Sony Electrics, Inc., 187 F.R.D. 22 576, 577 (E.D. Wis. 1999) (even stipulated protective orders require good cause showing), and a 23 specific showing of good cause or compelling reasons with proper evidentiary support and legal 24 justification, must be made with respect to Protected Material that a party seeks to file under seal. 25 The Parties’ mere designation of Disclosure or Discovery Material as HIGHLY CONFIDENTIAL 26 or CONFIDENTIAL does not— without the submission of competent evidence by declaration, 27 establishing that the material sought to be filed under seal qualifies as confidential, privileged, or 28 otherwise protectable—constitute good cause. Further, if a party requests sealing related to a 1 dispositive motion or trial, then compelling reasons, not only good cause, for the sealing must be 2 shown, and the relief sought shall be narrowly tailored to serve the specific interest to be protected. 3 See Pintos v. Pacific Creditors Ass’n., 605 F.3d 665, 677-79 (9th Cir. 2010). For each item or type 4 of information, document, or thing sought to be filed or introduced under seal, the party seeking 5 protection must articulate compelling reasons, supported by specific facts and legal justification, 6 for the requested sealing order. Again, competent evidence supporting the application to file 7 documents under seal must be provided by declaration. 8 Any document that is not confidential, privileged, or otherwise protectable in its entirety 9 will not be filed under seal if the confidential portions can be redacted. If documents can be 10 redacted, then a redacted version for public viewing, omitting only the confidential, privileged, or 11 otherwise protectable portions of the document, shall be filed. Any application that seeks to file 12 documents under seal in their entirety should include an explanation of why redaction is not 13 feasible. 14 4. DEFINITIONS 15 a. “Acknowledgement” refers to the “Acknowledgement and Agreement to Be Bound” 16 attached hereto as Exhibit A. 17 b. “Action” means the above-entitled proceeding, Case No. 2:24-CV-01663-DJC-JDP. 18 c. “Challenging Party” means a Party or Non-Party challenging the designation of 19 Information or items under this Protective Order. 20 d. “CONFIDENTIAL” Information means information (regardless of how it is generated, 21 stored, or maintained) or tangible things that qualify for protection under Federal Rule of 22 Civil Procedure 26(c), and as specified above in the Good Cause section. 23 e. “HIGHLY CONFIDENTIAL” Information means information (regardless of how it is 24 generated, stored, or maintained) or tangible things that qualify for protection under 25 Federal Rule of Civil Procedure26(c), and as specified above in the Good Cause section, 26 which may be designated as “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ 27 EYES ONLY,” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 28 1 f. “Designating Party” means any Party or Non-Party disclosing or producing Protected 2 Material in connection with this Action and marking such material as “HIGHLY 3 CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY,” “HIGHLY 4 CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL.” 5 g. “Disclosure or Discovery Material” means all items of Information regardless of the 6 medium or manner (including, among other things, testimony, transcripts, and tangible 7 things), that are produced or generated in disclosures or responses to discovery. 8 h. “Expert” shall refer to a person with specialized knowledge or experience in a matter 9 pertinent to the litigation who has been retained by a Party or its counsel to serve as an 10 expert witness or as a consultant in this Action. 11 i. “Final Disposition” shall mean the later of (1) dismissal of all claims and defenses in this 12 Action, with or without prejudice; or (2) entry of a final judgment herein after the 13 completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this 14 Action, including the time limits for filing any motions or applications for extension of 15 time pursuant to applicable law. 16 j. “Information” means the content of documents or testimony, including individual 17 records, and associated metadata, whether on paper, film, or other media, as discrete files 18 stored electronically, optically, or magnetically, or as record within a database, archive, or 19 container file, including but not limited to emails, messages, Microsoft Word documents, 20 digital presentations, spreadsheets, and database content. 21 k. “In House Counsel” means attorneys who are employees of a Party to this Action. In 22 House Counsel does not include Outside Counsel of Record or any other outside counsel. 23 l. “Non-Party” means any natural person, business entity, or other legal entity not named as 24 a party to this Action. 25 m. “Outside Counsel of Record” means attorneys who are not employees of a party to this 26 Action but are retained to represent a party to this Action and have appeared in this Action 27 on behalf of that Party or are affiliated with a law firm that has appeared on behalf of that 28 Party, and includes support staff. 1 n. “Party” means any party to this Action. 2 o. “Protected Material” means any Disclosure or Discovery Material that is designated as 3 “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY,” “HIGHLY 4 CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL.” 5 p. “Protective Order” means this Stipulated Protective Order. 6 q. “Receiving Party” shall refer to any Party or Non-Party that receives Protected Material. 7 r. “Testimony” means all depositions, declarations, or other testimony taken or used in this 8 Action. 9 5. SCOPE 10 The protections conferred by this Protective Order cover not only Protected Material, as 11 defined above, but also (1) and information copied or extracted from Protected Material; (2) all 12 copies, excerpts, summaries, or compilations of Protected Material; and (3) any testimony, 13 conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 14 Any use of Protected Material at trial shall be governed by the orders of the trial judge and 15 other applicable authorities. This Protective Order does not govern the use of Protected Material 16 at trial. 17 6. DURATION 18 Even after final disposition of the Action, the confidentiality obligations imposed by this 19 Protective Order shall remain in effect until a Designating Party agrees otherwise in writing or a 20 court order otherwise directs. 21 7. DESIGNATING PROTECTED MATERIAL 22 a. Exercise of Restraint and Care in Designating Material for Protection 23 Each Party or Non-Party that designates information or items for protection under this 24 Protective Order must take care to limit any such designation to specific material that qualifies 25 under the appropriate standards. The Designating Party must designate for protection only those 26 parts of material, documents, items, or oral or written communications that qualify, so that other 27 portions of the material, documents, items, or communications for which protection is not 28 warranted are not swept unjustifiably within the ambit of this Protective Order. 1 Mass, indiscriminate, or routinized designations are prohibited. Designations that are 2 shown to be clearly unjustified or that have been made for an improper purpose (e.g., to 3 unnecessarily encumber the case development process or to impose unnecessary expenses and 4 burdens on other parties) may expose the Designating Party to sanctions. 5 If it comes to a Designating Party’s attention that information or items that it designated 6 for protection do not qualify for protection at all, or do not qualify for the level of protection 7 initially asserted, that Designating Party must promptly notify all other Parties that it is 8 withdrawing the inapplicable designation or amend same as appropriate. 9 b. Manner and Timing of Designations 10 Except as otherwise provided in this Protective Order, or as otherwise stipulated or ordered, 11 a Disclosing Party producing documents or information that qualifies for protection under this 12 Protective Order must be clearly so designated before the material is disclosed or produced. 13 Designation in conformity with this Order requires: 14 (i) For information in documentary form: (e.g., paper or electronic 15 documents, but excluding deposition transcripts or other pretrial proceedings): The 16 Designating Party affix, at a minimum, the legend “HIGHLY CONFIDENTIAL – 17 OUTSIDE COUNSELS’ EYES ONLY,” “HIGHLY CONFIDENTIAL – 18 ATTORNEYS’ EYES ONLY” or “CONFIDENTIAL” to each page that contains 19 Protected Material. If only a portion of the material on a document page qualifies 20 for protection, the Designating Party must also clearly identify the protected 21 portion(s) (e.g. by making appropriate markings, such as highlighting). 22 (ii) For testimony given in the court of the Action: The Designating 23 Party shall identify on the record, before the close of the relevant proceeding, all 24 protected testimony and specify the level of protection being asserted. 25 A Party shall give the other Parties a minimum of 2 business days’ written 26 notice if they reasonably expect any proceeding to include Protected Material so 27 that the other Parties can ensure that only authorized individuals who have signed 28 the Acknowledgment are present at those proceedings. The use of a document as 1 an exhibit at a deposition shall not in any way affect its designation as Protected 2 Material. If it is impractical to identify separately each portion of testimony that is 3 entitled to protection and it appears that substantial portions of the testimony may 4 qualify for protection, the Designating Party may invoke on the record (before the 5 proceeding is concluded), a right to take up to 21 days to identify the specific 6 portions of the testimony to be designated as Protected Material. Only those 7 portions of the testimony that are appropriately designated for protection within the 8 allotted time shall be covered by the provisions of this Protective Order. 9 Alternatively, a Designating Party may specify, during the proceeding or in the 10 allotted time following the proceeding (if requested), the entire transcript shall be 11 treated as Protected Material. 12 Transcripts containing Protected Material shall have an obvious legend on 13 the title page stating that the transcript contains Protected Material, and the title 14 page shall be followed by a list of all pages (including line numbers, as appropriate) 15 that have been designated as Protected Material and the level of protection being 16 asserted by the Designating Party. The Designating Party shall inform the court 17 reporter of these requirements. Unless otherwise agreed in writing, any transcript 18 that is prepared before the expiration of the 21-day period described above shall be 19 treated during that period as if has been designated “HIGHLY CONFIDENTIAL – 20 OUTSIDE COUNSELS’ EYES ONLY” in its entirety. After the expiration of that 21 period, the transcript shall be treated only as actually designated. 22 (iii) For information produced in some form other than documentary and 23 for any other tangible items: The Designating Party shall affix in a prominent place 24 on the exterior of the container(s) in which the item or information is stored the 25 legend “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY,” 26 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or 27 “CONFIDENTIAL.” If only a portion of the information or items warrants 28 1 protection, the Designating Party, to the extent practicable, shall identify the 2 protected portion(s) and specify the level of protection being asserted. 3 (iv) Inadvertent failure to designate: If timely corrected, an inadvertent 4 failure to designate qualified information or items does not, standing alone, waive 5 the Designating Party’s right to secure protection for such information under this 6 Protective Order. Upon timely correction of designation, the Receiving Party must 7 make reasonable efforts to ensure the information is treated in accordance with the 8 provisions of this Protective Order. 9 8. CHALLENGING CONFIDENTIALITY DESIGNATIONS 10 a. Timing of Challenges 11 Any Party or Non-Party may challenge a designation of confidentiality at any time that is 12 consistent with the Court’s Scheduling Order. 13 b. Meet and Confer 14 The Challenging Party shall initiate the dispute resolution process under Local Rule 141 et 15 seq. 16 c. Joint Stipulation 17 Any challenge submitted to the Court shall be via a joint stipulation pursuant to Local Rule 18 141. 19 The burden of persuasion in any such challenge shall be on the Designating Party. 20 Frivolous challenges, and those made for an improper purpose (e.g., to harass or impose 21 unnecessary expenses and burdens on other parties) may expose the Challenging Party to 22 sanctions. Unless the Designating Party has waived or withdrawn the confidentiality designation, 23 all Parties shall continue to afford the material in question the level of protection to which it is 24 entitled under the Designating Party’s designation until the Court rules on the challenge. 25 9. ACCESS TO AND USE OF PROTECTED MATERIAL 26 A Receiving Party may use Protected Material that is disclosed or produced by another 27 Party or by a Non-Party in connection with this Action only for prosecuting, defending or 28 attempting to settle this Action. Such Protected Material may be disclosed only to the categories 1 of persons and under the conditions described in this Protective Order. When the Action has been 2 terminated, a Receiving Party must comply with the provisions of section 14 below. 3 Protected Material must be stored and maintained by a Receiving Party at a location and in 4 a secure manner that ensures that access is limited to the persons authorized under this Protective 5 Order. 6 a. Disclosure of “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY” 7 Information or Items. Unless otherwise ordered by the court or permitted in writing by the 8 Designating Party, a Receiving Party may disclose any information or item designated 9 “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ EYES ONLY” only to: 10 i. The Receiving Party’s Outside Counsel of Record in this Action, as well as 11 employees of said Outside Counsel of Record to whom it is reasonably 12 necessary to disclose the information in this Action; 13 ii. The Court and its personnel; 14 iii. Court reporters providing reporting services in this Action; 15 iv. During their depositions, witnesses, and attorneys for witnesses, in the 16 Action to whom disclosure is reasonably necessary, provided: (1) the 17 deposing party requests that the witness sign the Acknowledgement 18 attached as Exhibit A hereto; and (2) they will not be permitted to keep any 19 HIGHLY CONFIDENTIAL information unless they sign the 20 Acknowledgment (Exhibit A), unless otherwise agreed by the Designating 21 Party or ordered by the court. Pages of transcribed deposition testimony or 22 exhibits to depositions that reveal Protected Material may be separately 23 bound by the court reporter and may not be disclosed to anyone except as 24 permitted under this Protective Order; and 25 v. Any mediators or settlement officers and their supporting personnel, 26 mutually agreed upon by the Parties engaged in settlement discussions. 27 b. Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEY’S EYES ONLY” Information 28 or Items. Unless otherwise ordered by the Court or permitted in writing by the Designating 1 Party, a Receiving Party may disclose any information or item designated “HIGHLY 2 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” only to: 3 i. The Receiving Party’s Outside Counsel of Record in this Action, as well as 4 employees of said Outside Counsel of Record to whom it is reasonably 5 necessary to disclose the information in this Action; 6 ii. The Receiving Party’s In House Counsel to whom disclosure is reasonably 7 necessary; 8 iii. The Court and its personnel; 9 iv. Court reporters providing reporting services in this Action; 10 v. During their depositions, witnesses, and attorneys for witnesses, in the 11 Action to whom disclosure is reasonably necessary provided: (1) the 12 deposing party requests that the witness sign the Acknowledgement 13 attached as Exhibit A hereto; and (2) they will not be permitted to keep any 14 HIGHLY CONFIDENTIAL information unless they sign the 15 Acknowledgment (Exhibit A), unless otherwise agreed by the Designating 16 Party or ordered by the court. Pages of transcribed deposition testimony or 17 exhibits to depositions that reveal Protected Material may be separately 18 bound by the court reporter and may not be disclosed to anyone except as 19 permitted under this Protective Order; and 20 vi. Any mediators or settlement officers and their supporting personnel, 21 mutually agreed upon by the Parties engaged in settlement discussions. 22 c. Procedures for Approving or Objecting to Disclosure of Highly Confidential Materials to 23 Experts. Unless ordered by the Court or agreed to in writing by the Designating Party, 24 Counsel that seeks to Disclose any HIGHLY CONFIDENTIAL Materials to an Expert 25 must first make a written request (by email or overnight mail) to the Designating Party that 26 (i) identifies the general categories of HIGHLY CONFIDENTIAL Materials that the 27 Receiving Party seeks permission to disclose to the Expert, (ii) sets forth the general 28 capacity of the person to whom the disclosure is intended to be made (e.g. “Expert”). 1 d. Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise ordered by the 2 Court or permitted in writing by the Designating Party, a Receiving Party may disclose any 3 information or item designated “CONFIDENTIAL” only to: 4 i. The Receiving Party’s Outside Counsel of Record in this Action, as well as 5 employees of said Outside Counsel of Record to whom it is reasonably 6 necessary to disclose the information in this Action; 7 ii. The Receiving Party’s officers, directors, and employees (In House 8 Counsel) to whom disclosure is reasonably necessary for this action; 9 iii. Experts (as defined in this Protective Order) of the Receiving Party to whom 10 disclosure is reasonably necessary for this Action and who have signed the 11 Acknowledgment attached as Exhibit A hereto; 12 iv. The Court and its personnel; 13 v. Court reporters providing reporting services in this Action; 14 vi. During their depositions, witnesses, and attorneys for witnesses, in the 15 Action to whom disclosure is reasonably necessary provided: (1) the 16 deposing party requests that the witness sign the Acknowledgement 17 attached as Exhibit A hereto; and (2) they will not be permitted to keep any 18 CONFIDENTIAL information unless they sign the Acknowledgment 19 (Exhibit A), unless otherwise agreed by the Designating Party, or ordered 20 by the court. Pages of transcribed deposition testimony or exhibits to 21 depositions that reveal Protected Material may be separately bound by the 22 court reporter and may not be disclosed to anyone except as permitted under 23 this Protective Order; and 24 vii. Any mediators or settlement officers and their supporting personnel, 25 mutually agreed upon by the Parties engaged in settlement discussions. 26 For the avoidance of doubt, the written request described herein does not constitute and 27 shall not be construed or interpreted as a demand for expert information under Federal Rules of 28 Civil Procedure Rule 26(a)(2). 1 A Receiving Party that makes a request and provides the information pursuant to this 2 Section may Disclose the subject Protected Material to the identified person five (5) days after 3 sending the written request, unless the Receiving Party receives a written objection from the 4 Designating Party. Any such objection must (i) be sent by email or overnight mail and (ii) set 5 forth in detail the grounds on which it is based. A Receiving Party that receives a timely written 6 objection must meet and confer with the Designating Party to try to resolve the matter by 7 agreement within five (5) days of service of the written objection. If no agreement is reached, the 8 Receiving Party seeking to make the Disclosure to the Expert may file a noticed motion or ex parte 9 application as necessary seeking permission from the Court to do so. In any such proceeding, the 10 Receiving Party opposing Disclosure to the Expert shall bear the burden of proving that the risk 11 of harm that the Disclosure would entail (under the safeguards proposed) outweighs the Receiving 12 Party’s need to Disclose the Protected Material. 13 A Party who has not previously objected to Disclosure of Protected Material 14 to an Expert or whose objection has been resolved with respect to previously produced Protected 15 Material shall not be precluded from raising an objection to an Expert at a later time with respect 16 to Protected Material that is produced after the time for objecting to such Expert has expired or if 17 new information about that Expert is Disclosed or discovered. Any such objection shall be handled 18 in accordance with the provisions set forth above. 19 The restrictions and obligations set forth within this Protective Order will not apply to any 20 information that: (a) the Parties agree should not be designated HIGHLY CONFIDENTIAL or 21 CONFIDENTIAL information; (b) the Parties agree, or the Court rules, is already public 22 knowledge; (c) the Parties agree, or the Court rules, has become public knowledge other than a 23 result of disclosure by the Receiving Party, its employees, or agents in violation of this Protective 24 Order; or (d) has come or will come into the Receiving Party’s legitimate knowledge 25 independently of the production by the Designating Party. Prior knowledge must be established 26 by pre-production documentation. 27 10. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN 28 OTHER LITIGATION 1 If a Party is served with a subpoena or a court order issued in another litigation that compels 2 disclosure of any information or items designated in this Action as “HIGHLY CONFIDENTIAL 3 – OUTSIDE COUNSELS’ EYES ONLY,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 4 ONLY,” or “CONFIDENTIAL,” that Party must: 5 a. Promptly notify in writing the Designating Party. Such notification shall include a copy of 6 the subpoena or court order; 7 b. Promptly notify in writing the party who caused the subpoena or order to issue in the other 8 litigation that some or all of the material covered by the subpoena or order is subject to this 9 Protective Order. Such notification shall include a copy of this Stipulated Protective Order; 10 and 11 c. Cooperate with respect to all reasonable procedures sought to be pursued by the 12 Designating Party whose Protected Material may be affected. If the Designating Party 13 timely seeks a protective order, the Party served with the subpoena or court order shall not 14 produce any information designated in this action as “HIGHLY CONFIDENTIAL – 15 OUTSIDE COUNSELS’ EYES ONLY,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ 16 EYES ONLY,” or “CONFIDENTIAL” before a determination by the court from which the 17 subpoena or order issued, unless the Party has obtained the Designating Party’s permission. 18 The Designating Party shall bear the burden and expense of seeking protection in that court 19 of its confidential material and nothing in these provisions should be construed as 20 authorizing or encouraging a Receiving Party in this Action to disobey a lawful directive 21 from another court. 22 11. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN 23 THIS LITIGATION 24 a. The terms of this Protective Order are applicable to information produced by a Non-Party 25 in this Action and designated as “HIGHLY CONFIDENTIAL – OUTSIDE COUNSELS’ 26 EYES ONLY,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or 27 “CONFIDENTIAL.” Such information produced by Non-Parties in connection with this 28 Action is protected by the remedies and relief provided by this Protective Order. Nothing 1 in these provisions should be construed as prohibiting a Non-Party from seeking additional 2 protections. 3 b. In the event that a Party is required, by a valid discovery request, to produce a Non-Party’s 4 HIGHLY CONFIDENTIAL or CONFIDENTIAL information in its possession, and the 5 Party is subject to an agreement with the Non-Party not to produce the Non-Party’s 6 HIGHLY CONFIDENTIAL or CONFIDENTIAL information, then the Party shall: 7 i. Promptly notify in writing the requesting Party and the Non-Party that some or 8 all of the information requested is subject to a confidentiality agreement with a 9 Non-Party; 10 ii. Promptly provide the Non-Party with a copy of the Protective Order in this 11 Action, the relevant discovery request(s), and a reasonably specific description 12 of the information requested; and 13 iii. Make the information requested available for inspection by the Non-Party, if 14 requested. 15 c. If the Non-Party fails to seek a protective order from this court within 14 days of receiving 16 the notice and accompanying information, the Receiving Party may produce the Non- 17 Party’s CONFIDENTIAL Information responsive to the discovery request. If the Non- 18 Party timely seeks a protective order, the Receiving Party shall not produce any 19 Information in its possession or control that is subject to the confidentiality agreement with 20 the Non-Party before a determination by the court. Absent a court order to the contrary, 21 the Non-Party shall bear the burden and expense of seeking protection in this court of its 22 Protected Material. 23 12. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL 24 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 25 Material to any person or in any circumstance not authorized under this Protective Order, the 26 Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized 27 disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected Material, (c) 28 inform the person or persons to whom unauthorized disclosures were made of all the terms of this 1 Order, and (d) request such person or persons to execute the Acknowledgment attached hereto as 2 Exhibit A. 3 13. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE 4 PROTECTED MATERIAL 5 When a producing Party gives notice to Receiving Parties that certain inadvertently 6 produced material is subject to a claim of privilege or other protection, the obligations of the 7 Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This provision 8 is not intended to modify whatever procedure may be established in an e-discovery order that 9 provides for production without prior privilege review. Pursuant to Federal Rule of Evidence 10 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 11 communication or information covered by the attorney-client privilege or work product protection, 12 the parties may incorporate their agreement in the stipulated protective order submitted to the 13 court. 14 14. MISCELLANEOUS 15 a. Right to Further Relief. Nothing in this Order abridges the right of any Party to seek its 16 modification by the Court in the future. 17 b. Right to Assert Other Objections. By stipulating to the entry of this Protective Order, no 18 Party waives any right it otherwise would have to object to disclosing or producing any 19 information or item on any ground not addressed in this Protective Order. Similarly, no 20 Party waives any right to object on any ground to use in evidence of any of the material 21 covered by this Protective Order. 22 c. Filing Protected Material. A Party that seeks to file under seal any Protected Material must 23 comply with Local Civil Rule 79-5. Protected Material may only be filed under seal 24 pursuant to a court order authorizing the sealing of the specific Protected Material. If a 25 Party’s request to file Protected Material under seal is denied by the court, then the 26 Receiving Party may file the information in the public record unless otherwise instructed 27 by the court. 28 1 15. FINAL DISPOSITION 2 After the Final Disposition of this Action, as defined in paragraph 3, within 60 days of a 3 written request by the Designating Party, each Receiving Party must return all Protected Material 4 to the Designating Party or destroy such material. As used in this subdivision, “all Protected 5 Material” includes all copies, abstracts, compilations, summaries, and any other format 6 reproducing or capturing any of the Protected Material. Whether the Protected Material is returned 7 or destroyed, the Receiving Party must submit a written certification to the producing Party (and, 8 if not the same person or entity, to the Designating Party) by the 60-day deadline that (1) identifies 9 (by category, where appropriate) all the Protected Material that was returned or destroyed and (2) 10 affirms that the Receiving Party has not retained any copies, abstracts, compilations, summaries 11 or any other format reproducing or capturing any of the Protected Material. Notwithstanding this 12 provision, Counsel are entitled to retain an archival copy of all pleadings, motion papers, trial, 13 deposition, and hearing transcripts, legal memoranda, correspondence, deposition and trial 14 exhibits, expert reports, attorney work product, and consultant and expert work product, even if 15 such materials contain Protected Material. Any such archival copies that contain or constitute 16 Protected Material remain subject to this Protective Order as set forth in Section 5. 17 16. VIOLATION 18 Any violation of this Order may be punished by appropriate measures including, without 19 limitation, contempt proceedings and/or monetary sanctions. 20 /// 21 /// 22 /// 23 /// 24 /// 25 /// 26 /// 27 /// 28 /// 1 | ITIS SO STIPULATED, THROUGH COUNSEL OF RECORD. 2 | Dated: March 21, 2025 JACKSON LEWIS P.C. 3 4 By: __ /s/Kevin P. Lee Janelle J. Sahouria 5 Kevin P. Lee Attorneys for Defendants 6 FLOWSERVE CORP. and FLOWSERVE US INC. 4 8 9 | Dated: March 21, 2025 HENRY | LACEY 10 11 12 By: /s/ Stephen Henry Stephen Henry 13 Attorneys for Plaintiff JOHN IRELAND 14 15 | PURSUANT TO STIPULATION, 16 | ITIS SO ORDERED. 17 / 1g | Dated: _ March 21, 2025 ¢_—— JEREMY D,. PETERSON 19 UNITED STATES MAGISTRATE JUDGE 20 21 22 23 24 25 26 27 28 18 Case No. 2:24-CV-01663-DJC-JDP
1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of _________________ 4 [print or type full address], declare under penalty of perjury that I have read in its entirety and 5 understand the Stipulated Protective Order that was issued by the United States District Court for 6 the Eastern District of California on [date] in the case of ___________ [insert formal name of 7 the case and the number and initials assigned to it by the court]. I agree to comply with and to 8 be bound by all the terms of this Stipulated Protective Order and I understand and acknowledge 9 that failure to so comply could expose me to sanctions and punishment in the nature of contempt. 10 I solemnly promise that I will not disclose in any manner any information or item that is subject 11 to this Stipulated Protective Order to any person or entity except in strict compliance with the 12 provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the 14 Eastern District of California for the purpose of enforcing the terms of this Stipulated Protective 15 Order, even if such enforcement proceedings occur after termination of this action. 16 I hereby appoint __________________________ [print or type full name] of 17 _______________________________________ [print or type full address and telephone number] 18 as my California agent for service of process in connection with this action or any proceedings 19 related to enforcement of this Stipulated Protective Order.
20 Date: ______________________________________
21 City and State where sworn and signed: _________________________________
22 Printed name: _______________________________
23 Signature: __________________________________ 24 25 26 27 28