Morton et al v. County of San Diego et al, No. 3:2021cv01428 - Document 37 (S.D. Cal. 2022)

Court Description: ORDER Granting 36 Motion for Stipulated Protective Order. Signed by Magistrate Judge Karen S. Crawford on 7/29/2022. (tcf)
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Morton et al v. County of San Diego et al Doc. 37 1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 SOUTHERN DISTRICT OF CALIFORNIA 10 11 12 13 MARILYN MORTON, Individually, and as Successor in Interest to JOSEPH MORTON, and DEAN MORTON, Individually, 15 v. 16 COUNTY OF SAN DIEGO, SAMANTHA MACANLALAY, Individually, BIJAN RAHMANI, Individually, HOSANNA ALTO, Individually, MATTHEW BERLIN, Individually, LIBERTY HEALTHCARE, AND DOES 1-10, inclusive, 18 19 20 21 STIPULATED PROTECTIVE ORDER Plaintiffs, 14 17 Case No.: 21-cv-1428-MMA-KSC Defendants. 22 23 The Court recognizes that at least some of the documents and information 24 (“materials”) being sought through discovery in the above-captioned action contain 25 private, privileged or confidential information that is not generally available to the public, 26 including but not limited to: medical and mental health records, jail records, reports 27 obtained from the California Law Enforcement Telecommunications System (CLETS), jail 28 videos, and other materials containing confidential, sensitive information maintained for 1 21-cv-1428-MMA-KSC Dockets.Justia.com 1 law enforcement purposes; and is contained within any personnel employment file of any 2 employee of Defendant County of San Diego. The purpose of this Protective Order is to 3 protect the confidentiality and regulate the dissemination of such materials during this 4 litigation. 5 (“Order”) in this action. The parties have agreed to be bound by the terms of this Protective Order 6 Accordingly, to expedite the flow of information, to facilitate the prompt resolution 7 of disputes over confidentiality of discovery materials, to adequately protect information 8 the parties are entitled to keep confidential, to ensure that the parties are permitted 9 reasonable and necessary uses of such material in preparation for and in the conduct of 10 trial, to address their handling at the end of the litigation, and serve the ends of justice, a 11 protective order for such information is justified in this matter. It is the intent of the parties 12 that information will not be designated as confidential for tactical reasons and that nothing 13 be so designated without a good faith belief that it has been maintained in a confidential, 14 non-public manner, and there is good cause why it should not be part of the public record 15 of this case. 16 17 Good cause appearing, and pursuant to the parties’ stipulation, the Court hereby ORDERS that: 18 DEFINITIONS 19 1. The term “confidential information” will mean and include information, as 20 defined below, contained or disclosed in any discovery and/or trial materials in this matter. 21 The following categories will be deemed “confidential information,” which are subject to 22 this Protective Order: 23 24 a. Personal medical, employment, financial or criminal history information, including, but not limited to: 25 1) 26 investigations; 27 2) Unredacted video footage of the underlying incident; 28 3) Unredacted photographs documenting the underlying incident; Law enforcement personnel records, including internal affairs 2 21-cv-1428-MMA-KSC 1 4) Jail records 1; 2 5) Materials related to investigations by the Citizens Law 3 Enforcement Review Board that are not subject to disclosure 4 under the California Public Records Act; 5 6) 6 divulging personal medical and/or psychiatric information of 7 the Plaintiff; 8 7) Financial information of the parties; and 9 8) Item is contained within any personnel employment file of any 10 Mental health and medical records, or materials otherwise employee of Defendant County of San Diego. 11 2. The term “materials” will include, but is not be limited to: documents; 12 correspondence; memoranda; bulletins; blueprints; specifications; customer lists or other 13 material that identify customers or potential customers; price lists or schedules or other 14 matter identifying pricing; minutes; telegrams; letters; statements; cancelled checks; 15 contracts; invoices; drafts; books of account; worksheets; notes of conversations; desk 16 diaries; appointment books; expense accounts; recordings; photographs; motion pictures; 17 compilations from which information can be obtained and translated into reasonably usable 18 form through detection devices; sketches; drawings; notes (including laboratory notebooks 19 and records); reports; instructions; disclosures; other writings; models, prototypes, and 20 other physical objects. 21 3. The term “counsel” will mean counsel of record, and other attorneys, 22 paralegals, secretaries, and other support staff employed by the law firms identified below: 23 Office of County Counsel, Collins + Collins, LLP, PHG Law Group and Ericksen 24 Arbuthnot. 25 26 27 28 1 This Protective Order shall not be construed as dispensing with the obligation to obtain signed authorizations before disclosing sensitive third party information, such as the jail or medical records of a third party witness. 3 21-cv-1428-MMA-KSC 1 2 GENERAL RULES 4. Each party to this litigation that produces or discloses any materials, answers 3 to interrogatories and requests for admission, trial testimony, deposition testimony, and 4 transcripts of trial testimony and depositions, or information that the producing party 5 believes should be subject to this Order may designate the same as “CONFIDENTIAL” or 6 “CONFIDENTIAL – FOR COUNSEL ONLY.” 7 a. Designation as “CONFIDENTIAL”: A party or non-party subject to 8 this Order may only designate documents or other information in this action as 9 “CONFIDENTIAL” if the designating party or non-party has an articulable, good faith 10 basis to believe that each document or other information designated as confidential 11 qualifies for protection under Federal Rule of Civil Procedure 26(c). 12 b. Designation as “CONFIDENTIAL – FOR COUNSEL ONLY”: Any 13 party may designate information as “CONFIDENTIAL – FOR COUNSEL ONLY” only 14 if, in the good faith belief of such party and its counsel, the information is among that 15 considered to be most sensitive by the party, including but not limited to trade secret or 16 other confidential research, development, financial or other commercial information. 17 5. In the event the producing party elects to produce materials for inspection, no 18 marking need be made by the producing party in advance of the initial inspection. For 19 purposes of the initial inspection, all materials produced will be considered as 20 “CONFIDENTIAL – FOR COUNSEL ONLY,” and must be treated as such pursuant to 21 the terms of this Order. Thereafter, upon selection of specified materials for copying by 22 the inspecting party, the producing party must, within a reasonable time prior to producing 23 those materials to the inspecting party, mark the copies of those materials that contain 24 confidential information with the appropriate confidentiality marking. 25 26 27 28 6. Whenever a deposition taken on behalf of any party involves a disclosure of confidential information of any party: a. the deposition or portions of the deposition must be designated as containing confidential information subject to the provisions of this Order; such 4 21-cv-1428-MMA-KSC 1 designation must be made on the record whenever possible, but a party may designate 2 portions of depositions as containing confidential information after transcription of the 3 proceedings; a party will have until 14 calendar days after receipt of the deposition 4 transcript to inform the other party or parties to the action of the portions of the transcript 5 to be designated “CONFIDENTIAL” or “CONFIDENTIAL – FOR COUNSEL ONLY.” 6 b. the disclosing party will have the right to exclude from attendance at 7 the deposition, during such time as the confidential information is to be disclosed, any 8 person other than the deponent, counsel (including their staff and associates), the court 9 reporter, and the person(s) agreed upon pursuant to Paragraph 9 below; and 10 c. the originals of the deposition transcripts and all copies of the 11 deposition must bear the legend “CONFIDENTIAL” or “CONFIDENTIAL – FOR 12 COUNSEL ONLY,” as appropriate, and the original or any copy ultimately presented to a 13 court for filing must not be filed unless it can be accomplished under seal, identified as 14 being subject to this Order, and protected from being opened except by order of the Court. 15 7. All confidential information designated as “CONFIDENTIAL” or 16 “CONFIDENTIAL – FOR COUNSEL ONLY” must not be disclosed by the receiving 17 party to anyone other than those persons designated within this Order and must be handled 18 in the manner set forth below and, in any event, must not be used for any purpose other 19 than in connection with this litigation, unless and until such designation is removed either 20 by agreement of the parties or by order of the Court. 21 8. Information designated “CONFIDENTIAL – FOR COUNSEL ONLY” must 22 be viewed only by counsel (as defined in Paragraph 3) of the receiving party, and by 23 independent experts under the conditions set forth in this Paragraph. The right of any 24 independent expert to receive any confidential information will be subject to the advance 25 approval of such expert by the producing party or by permission of the Court. The party 26 seeking approval of an independent expert must provide the producing party with the name 27 and curriculum vitae of the proposed independent expert, and an executed copy of the form 28 attached hereto as Exhibit A, in advance of providing any confidential information of the 5 21-cv-1428-MMA-KSC 1 producing party to the expert. Any objection by the producing party to an independent 2 expert receiving confidential information must be made in writing within 14 calendar days 3 following receipt of the identification of the proposed expert. Confidential information may 4 be disclosed to an independent expert if the fourteen-day period has passed and no 5 objection has been made. The approval of independent experts must not be unreasonably 6 withheld. 7 9. Information designated “confidential” must be viewed only by counsel (as 8 defined in Paragraph 3) of the receiving party, by independent experts (pursuant to the 9 terms of Paragraph 8), by court personnel, and by the additional individuals listed below, 10 provided each such individual has read this Order in advance of disclosure and has 11 executed a copy of the form attached hereto as Exhibit A: 12 13 a. Executives who are required to participate in policy decisions with reference to this action; 14 b. Technical personnel of the parties with whom counsel for the parties find it 15 necessary to consult, in the discretion of such counsel, in preparation for trial of this action; 16 and 17 18 c. Stenographic and clerical employees associated with the individuals identified above. 19 10. With respect to material designated “CONFIDENTIAL” or “CONFIDENTIAL 20 –FOR COUNSEL ONLY,” any person indicated on the face of the document to be its 21 originator, author, or a recipient of a copy of the document, may be shown the same. 22 11. All information which has been designated as “CONFIDENTIAL” or 23 “CONFIDENTIAL – FOR COUNSEL ONLY” by the producing or disclosing party, and 24 any and all reproductions of that information, must be retained in the custody of the counsel 25 for the receiving party identified in Paragraph 3, except that independent experts authorized 26 to view such information under the terms of this Order may retain custody of copies such 27 as are necessary for their participation in this litigation. 28 /// 6 21-cv-1428-MMA-KSC 1 12. Before any materials produced in discovery, answers to interrogatories or 2 requests for admissions, deposition transcripts, or other documents which are designated 3 as confidential information are filed with the Court for any purpose, the party seeking to 4 file such material must seek permission of the Court to file the material under seal. An 5 application to file a document under seal shall be served on opposing counsel, and on the 6 person or entity that has custody and control of the document, if different from opposing 7 counsel. If the application to file a document designated as confidential under seal is being 8 made by the non-designating party, then, upon request, the designating party must promptly 9 provide the applicant with a legal basis for the confidential designation to include in the 10 application. If opposing counsel, or the person or entity that has custody and control of the 11 document, wishes to oppose the application, he/she must contact the chambers of the judge 12 who will rule on the application, to notify the judge’s staff that an opposition to the 13 application will be filed. 14 13. No party may file any document under seal, except pursuant to a court order 15 that authorizes the filing of the document, or portion of the document, under seal. A sealing 16 order will issue only upon a showing that the information is privileged or protectable under 17 the law. The party seeking to file under seal must limit its sealing request to the specific 18 portion of the document that contains the confidential or privileged material. 19 14. At any stage of these proceedings, any party may object to a designation of 20 materials as confidential information. The objecting part must notify the designating party, 21 in writing, of the materials objected to and the ground(s) for the objection. Thereafter, lead 22 counsel (or attorneys with full authority to make decisions and bind the client without later 23 seeking approval from a supervising attorney) must promptly meet and confer, pursuant to 24 Local Rule 26.1.a. If the dispute is not resolved within seven (7) days of receipt of the 25 objections, and after counsel have thoroughly and completely met and conferred, the 26 parties must place a joint call to the assigned magistrate judge’s chambers to explain the 27 dispute and the parties’ respective positions. The materials at issue must be treated as 28 /// 7 21-cv-1428-MMA-KSC 1 confidential until the Court has ruled on the objection or the matter has been otherwise 2 resolved. 3 15. All confidential information must be held in confidence by those inspecting 4 or receiving it and must be used only for purposes of this action. Counsel for each party, 5 and each person receiving confidential information, must take reasonable precautions to 6 prevent the unauthorized or inadvertent disclosure of such information. If confidential 7 information is disclosed to any person other than a person authorized by this Order, the 8 party responsible for the unauthorized disclosure must immediately bring all pertinent facts 9 relating to the unauthorized disclosure to the attention of the other parties and, without 10 prejudice to any rights and remedies of the other parties, make every effort to prevent 11 further disclosure by the party and by the person(s) receiving the unauthorized disclosure. 12 16. No party will be responsible to another party for disclosure of confidential 13 information under this Order if the information in question is not labeled or otherwise 14 identified as such in accordance with this Order. 15 17. If a party, through inadvertence, produces any confidential information 16 without labeling or marking or otherwise designating it as such in accordance with this 17 Order, the designating party may give written notice to the receiving party that the 18 document or thing produced is deemed confidential information, and that the document or 19 thing produced should be treated as such in accordance with that designation under this 20 Order. The receiving party must treat the materials as confidential, once the designating 21 party so notifies the receiving party. If the receiving party has disclosed the materials 22 before receiving the designation, the receiving party must notify the designating party in 23 writing of each such disclosure. 24 18. Nothing within this Order will prejudice the right of any party to object to the 25 production of any discovery material on the grounds that the material is protected as 26 privileged, violative of an individual’s privacy rights, on the grounds that the materials 27 require a signed authorization, or as attorney work product. 28 /// 8 21-cv-1428-MMA-KSC 1 19. Nothing in this Order will bar counsel from rendering advice to their clients 2 with respect to this litigation and, in the course thereof, relying upon any information 3 designated as confidential information, provided that the contents of the information must 4 not be disclosed. 5 20. This Order will be without prejudice to the right of any party to oppose 6 production of any information for lack of relevance or any other ground other than the mere 7 presence of confidential information. The existence of this Order must not be used by 8 either party as a basis for discovery that is otherwise improper under the Federal Rules of 9 Civil Procedure. 10 21. 11 12 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. 22. Upon final termination of this action, including any and all appeals, counsel 13 for each party must, upon request of the producing party, return all confidential information 14 to the party that produced the information, including any copies, excerpts, and summaries 15 of that information, or must destroy the same, at the option of the receiving party, and must 16 purge all such information from all machine-readable media on which it resides. 17 Notwithstanding the foregoing, counsel for each party may retain all pleadings, briefs, 18 memoranda, motions, and other documents filed with the Court that refer to or incorporate 19 confidential information, and will continue to be bound by this Order with respect to all 20 such retained information. Further, attorney work product materials that contain 21 confidential information need not be destroyed, but, if they are not destroyed, the person 22 in possession of the attorney work product will continue to be bound by this Order with 23 respect to all such retained information. 24 23. Absent an ex parte motion made within 10 calendar days of the termination of 25 the case, the parties understand that the Court will destroy any confidential documents in 26 its possession. 27 28 24. The restrictions and obligations set forth within this Order will not apply to any information that: 9 21-cv-1428-MMA-KSC 1 a. the parties agree should not be designated confidential information; 2 b. the parties agree, or the Court rules, is already public knowledge; 3 c. the parties agree, or the Court rules, has become public knowledge, 4 other than as a result of disclosure by the receiving party, its employees, or its agents in 5 violation of this Order; or 6 d. has come or will come into the receiving party’s legitimate knowledge 7 independently of the production by the designating party. Prior knowledge must be 8 established by pre-production documentation. 9 25. The restrictions and obligations within this Order will not be deemed to 10 prohibit discussions of any confidential information with anyone if that person already has 11 or obtains legitimate possession of that information. 12 13 26. transmission is acceptable for all notification purposes within this Order. 14 15 27. This Order may be modified by agreement of the parties, subject to approval by the Court. 16 17 Transmission by e-mail or some other currently utilized method of 28. The Court may modify the terms and conditions of this Order for good cause, or in the interest of justice, or for public policy reasons. 18 29. Without separate court order, this Order and the parties’ stipulation do not 19 change, amend, or circumvent any court rule or local rule. 20 /// 21 /// 22 /// 23 /// 24 /// 25 /// 26 /// 27 /// 28 /// 10 21-cv-1428-MMA-KSC 1 30. Nothing shall be filed under seal, and the Court shall not be required to take 2 any action, without separate prior order by the Judge before whom the hearing or 3 proceeding will take place, after application by the affected party with appropriate notice 4 to opposing counsel. The parties shall follow and abide by applicable law, including Civ. 5 L.R. 79.2, ECF Administrative Policies and Procedures, Section II.j, and the chambers’ 6 rules, with respect to filing documents under seal. 7 31. The Court may modify the protective order in the interests of justice or for 8 public policy reasons. 9 IT IS SO ORDERED. 10 Dated: July 29, 2022 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 11 21-cv-1428-MMA-KSC