Davis v. Nevada County, CA ( 2023 )

||PORTER SCOTT 2 A PROFESSIONAL CORPORATION Carl L. Fessenden, SBN 161494 3 || ctessenden@porterscott.com Matthew W. Gross, SBN 324007 4 || mgross@porterscott.com 2180 Harvard Street, Suite 500 5 Sacramento, California 95815 TEL: 916.929.1481 © || FAX: 916.927.3706 7 Attorneys for Defendants 8 || NEVADA COUNTY; NEVADA COUNTY SHERIFF’S DEPARTMENT and OFFICER BRENDA AMERIO 9 Exempt from Filing Fees Pursuant to Government Code § 6103 10 UNITED STATES DISTRICT COURT 11 EASTERN DISTRICT OF CALIFORNIA 12 || CHRISTIAN AARON DAVIS, CASE NO. 2:23-cv-01915-JAM-KJN 13 Plaintiff, STIPULATED PROTECTIVE ORDER 14 Vv. Complaint Filed: 09/06/2023 15 16 ||NEVADA COUNTY, CALIFORNIA, 17 || OPERATOR OF THE NEVADA COUNTY SHERIFF’S DEPARTMENT, OFFICER 18 || BRENDA AMERIO, WELLPATH 19 MANAGEMENT, INC, DEBORAH WAGNER, GEROGE MCNIGHT, AMY 20 || QUARRE, DR. JOSEPH BRITTON, and DOES 1 through 10, 21 Defendants. 23 24 Purposes and Limitations 25 Disclosure and discovery activity in this action are likely to involve production of confidential, 26 || proprietary, or private information for which special protection from public disclosure and from use for 27 || any purpose other than prosecuting this litigation may be warranted. 28 Accordingly, the parties hereby stipulate to the following Protective Order. The parties STIPULATED PROTECTIVE ORDER 1 acknowledge that this Order does not confer blanket protections on all disclosures or responses to 2 discovery, and that the protection it affords from public disclosure and use extends only to the limited 3 information or items that are entitled to confidential treatment under the applicable legal principles. The 4 parties further acknowledge, as set forth in Section 12.3, below, that this Order does not entitle them to 5 file confidential information under seal; Local Rule 141 sets forth the procedures that must be followed 6 and the standards that will be applied when a party seeks permission from the court to file material under 7 seal. 8 2. Definitions 9 2.1 Challenging Party: a Party or Non-Party that challenges the designation of information or 10 items under this Order. 11 2.2 "CONFIDENTIAL" Information or Items: information (regardless of how it is generated, 12 stored, or maintained) or tangible things that qualify for protection under Federal Rule of Civil 13 Procedure 26(c). 14 2.3 Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as 15 their support staff). 16 2.4 Designating Party: a Party or Non-Party that designates information or items that it 17 produces in disclosures or in responses to discovery as "CONFIDENTIAL." 18 2.5 Disclosure or Discovery Material: all items or information, regardless of the medium or 19 manner in which it is generated, stored, or maintained (including, among other things, testimony, 20 transcripts, and tangible things), that are produced or generated in disclosures or responses to discovery 21 in this matter. 22 2.6 Expert: a person with specialized knowledge or experience in a matter pertinent to the 23 litigation who has been retained by a Party or its counsel to serve as an expert witness or as a consultant 24 in this action. 25 2.7 House Counsel: attorneys who are employees of a party to this action. House Counsel 26 does not include Outside Counsel of Record or any other outside counsel. 27 2.8 Non-Party: any natural person, partnership, corporation, association, or other legal entity 28 not named as a Party to this action. 1 2.9 Outside Counsel of Record: attorneys who are not employees of a party to this action but 2 are retained to represent or advise a party to this action and have appeared in this action on behalf of that 3 party or are affiliated with a law firm which has appeared on behalf of that party. 4 2.10 Party: any party to this action, including all of its officers, directors, employees, 5 consultants, retained experts, and Outside Counsel of Record (and their support staff). 6 2.11 Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material in 7 this action. 8 2.12 Professional Vendors: persons or entities that provide litigation support services (e.g., 9 photocopying, videotaping, translating, preparing exhibits or demonstrations, and organizing, storing, or 10 retrieving data in any form or medium) and their employees and subcontractors. 11 2.13 Protected Material: any Disclosure or Discovery Material that is designated as 12 "CONFIDENTIAL." 13 2.14 Receiving Party: a Party that receives Disclosure or Discovery Material from a Producing 14 Party. 15 3. Scope 16 The protections conferred by this Order cover not only Protected Material (as defined above), but 17 also (1) any information copied or extracted from Protected Material; (2) all copies, excerpts, 18 summaries, or compilations of Protected Material; and (3) any testimony, conversations, or presentations 19 by Parties or their Counsel that might reveal Protected Material. However, the protections conferred by 20 this Order do not cover the following information: (a) any information that is in the public domain at the 21 time of disclosure to a Receiving Party or becomes part of the public domain after its disclosure to a 22 Receiving Party as a result of publication not involving a violation of this Order, including becoming 23 part of the public record through trial or otherwise; and (b) any information known to the Receiving 24 Party prior to the disclosure or obtained by the Receiving Party after the disclosure from a source who 25 obtained the information lawfully and under no obligation of confidentiality to the Designating Party. 26 Any use of Protected Material at trial shall be governed by a separate agreement or order. 27 4. Duration 28 Even after final disposition of this litigation, the confidentiality obligations imposed by this 1 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 2 otherwise directs; provided, however, that the protection afforded by this Agreement shall not extend 3 any obligation of confidentiality beyond that which may exist outside of this Agreement. Final 4 disposition shall be deemed to be the later of (1) dismissal of all claims and defenses in this action, with 5 or without prejudice; and (2) final judgment herein after the completion and exhaustion of all appeals, 6 rehearings, remands, trials, or reviews of this action, including the time limits for filing any motions or 7 applications for extension of time pursuant to applicable law. 8 5. Designating Protected Material 9 5.1 Exercise of Restraint and Care in Designating Material for Protection. Each Party or 10 Non-Party that designates information or items for protection under this Order must take care to limit 11 any such designation to specific material that qualifies under the appropriate standards. The 12 Designating Party must designate for protection only those parts of material, documents, items, or oral 13 or written communications that qualify, so that other portions of the material, documents, items, or 14 communications for which protection is not warranted are not swept unjustifiably within the ambit of 15 this Order. 16 Mass, indiscriminate, or routinized designations are prohibited. Designations that are shown to 17 be clearly unjustified or that have been made for an improper purpose (e.g., to unnecessarily encumber 18 or impede the case development process or to impose unnecessary expenses and burdens on other 19 parties) expose the Designating Party to sanctions. 20 If it comes to a Designating Party's attention that information or items that it designated for 21 protection do not qualify for protection, that Designating Party must promptly notify all other Parties 22 that it is withdrawing the mistaken designation. 23 5.2 Manner and Timing of Designations. Except as otherwise provided in this Order (see, 24 e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, Disclosure or 25 Discovery Material that qualifies for protection under this Order must be clearly so designated before 26 the material is disclosed or produced. Designation in conformity with this Order requires: 27 (a) for information in documentary form (e.g., paper or electronic documents, but 28 excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing Party affix 1 the legend "CONFIDENTIAL" to each page that contains protected material. If only a portion or 2 portions of the material on a page qualifies for protection, the Producing Party also must clearly identify 3 the protected portion(s) (e.g., by making appropriate markings in the margins). 4 A Party or Non-Party that makes original documents or materials available for inspection need 5 not designate them for protection until after the inspecting Party has indicated which material it would 6 like copied and produced. During the inspection and before the designation, all of the material made 7 available for inspection shall be deemed "CONFIDENTIAL." After the inspecting Party has identified 8 the documents it wants copied and produced, the Producing Party must determine which documents, or 9 portions thereof, qualify for protection under this Order. 10 Then, before producing the specified documents, the Producing Party must affix the 11 "CONFIDENTIAL" legend to each page that contains Protected Material. If only a portion or portions 12 of the material on a page qualifies for protection, the Producing Party also must clearly identify the 13 protected portion(s) (e.g., by making appropriate markings in the margins). 14 (b) for testimony given in deposition or in other pretrial or trial proceedings, that the 15 Designating Party identify on the record, before the close of the deposition, hearing, or other proceeding, 16 all protected testimony. 17 (c) for information produced in some form other than documentary and for any other 18 tangible items, that the Producing Party affix in a prominent place on the exterior of the container or 19 containers in which the information or item is stored the legend "CONFIDENTIAL." If only a portion 20 or portions of the information or item warrant 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 23 qualified information or items does not, standing alone, waive the Designating Party's right to secure 24 protection under this Order for such material. Upon timely correction of a designation, the Receiving 25 Party must make reasonable efforts to assure that the material is treated in accordance with the 26 provisions of this Order. 27 5.4 FRCP 26(a)(1) Initial Disclosures and Confidential Designations 28 Defendant County of Nevada are producing the following documents as part of their FRCP 1 26(a)(1) Initial Disclosures and are designating them as CONFIDENTIAL. Defendants shall abide by all 2 other provisions of this agreement, including those about marking the documents. Plaintiffs may 3 challenge this designation pursuant to Section 6. These documents include the following: 4 (a) All grievances filed by Plaintiff between January 1, 2022, and his release in 5 September 2022; 6 (b) Video footage from the Wayne Brown Correctional Facility (“WBCF”) from 7 February 16, 2022, and such other video for the locations/dates/times alleged in the 8 complaint that is located; and 9 (c) Plaintiff’s inmate jail records 10 Plaintiff Christian Aaron Davis is producing: 11 (a) jail medical records; 12 (b) preliminary medical report by Dr. Raphaelson; 13 (c) grievances filed while at WBCF; 14 (d) employment resume. 15 Defendants Wellpath Management, Inc, Deborah Wagner, George McNight, Amy Quarre, and 16 Joseph Britton are producing: 17 (a) The IME for Christian Davis; 18 (b) The jail medical records; and 19 (c) The contracts to provide medical services to Nevada County. 20 6. Challenging Confidentiality Designations 21 6.1 Timing of Challenges. Any Party or Non-Party may challenge a designation of 22 confidentiality at any time. Unless a prompt challenge to a Designating Party's confidentiality 23 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic burdens, or 24 a significant disruption or delay of the litigation, a Party does not waive its right to challenge a 25 confidentiality designation by electing not to mount a challenge promptly after the original designation 26 is disclosed. 27 6.2 Meet and Confer. The Challenging Party shall initiate the dispute resolution process by 28 providing written notice of each designation it is challenging and describing the basis for each challenge. 1 To avoid ambiguity as to whether a challenge has been made, the written notice must recite that the 2 challenge to confidentiality is being made in accordance with this specific paragraph of the Protective 3 Order. The parties shall attempt to resolve each challenge in good faith and must begin the process by 4 conferring directly (in voice to voice dialogue; other forms of communication are insufficient) within 14 5 calendar days of the date of service of notice. In conferring, the Challenging Party must explain the 6 basis for its belief that the confidentiality designation was improper and must give the Designating Party 7 an opportunity to review the designated material, to reconsider the circumstances, and, if no change in 8 designation is offered, to explain the basis for the chosen designation. A Challenging Party may proceed 9 to the next stage of the challenge process only if it has engaged in this meet and confer process first or 10 establishes that the Designating Party is unwilling to participate in the meet and confer process in a 11 timely manner. 12 6.3 Judicial Intervention. If the Parties cannot resolve a challenge without court intervention, 13 the parties shall follow the procedures set forth in Local Rule 251 to resolve the challenge. The burden 14 of persuasion in any such challenge proceeding shall be on the Designating Party. Frivolous challenges, 15 and those made for an improper purpose (e.g., to harass or impose unnecessary expenses and burdens on 16 other parties) may expose the Challenging Party to sanctions. Until the court rules on the challenge, the 17 Parties shall continue to afford the material in question the level of protection to which it is entitled 18 under the Producing Party's designation. 19 6. Access To And Use Of Protected Material 20 7.1 Basic Principles. A Receiving Party may use Protected Material that is disclosed or 21 produced by another Party or by a Non-Party in connection with this case only for prosecuting, 22 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only to the 23 categories of persons and under the conditions described in this Order. When the litigation has been 24 terminated, a Receiving Party must comply with the provisions of Section 13 below. 25 Protected Material must be stored and maintained by a Receiving Party at a location and in a 26 secure manner that ensures that access is limited to the persons authorized under this Order. 27 7.2 Disclosure of "CONFIDENTIAL" Information or Items. Unless otherwise ordered by the 28 court or permitted in writing by the Designating Party, a Receiving Party may disclose any information 1 or item designated "CONFIDENTIAL" only to: 2 (a) the Receiving Party's Outside Counsel of Record in this action, as well as 3 employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 4 information for this litigation and who have signed the "Acknowledgment and Agreement to Be Bound" 5 that is attached hereto as Exhibit A; 6 (b) the officers, directors, and employees (including House Counsel) of the Receiving 7 Party to whom disclosure is reasonably necessary for this litigation and who have signed the 8 "Acknowledgment and Agreement to Be Bound" (Exhibit A); 9 (c) Experts (as defined in this Order) of the Receiving Party to whom disclosure is 10 reasonably necessary for this litigation and who have signed the "Acknowledgment and Agreement to 11 Be Bound" (Exhibit A); 12 (d) the court and its personnel; 13 (e) court reporters and their staff, professional jury or trial consultants, mock jurors, 14 and Professional Vendors to whom disclosure is reasonably necessary for this litigation and who have 15 signed the "Acknowledgment and Agreement to Be Bound" (Exhibit A); 16 (f) during their depositions, witnesses in the action to whom disclosure is reasonably 17 necessary and who have signed the "Acknowledgment and Agreement to Be Bound" (Exhibit A), unless 18 otherwise agreed by the Designating Party or ordered by the court. If counsel for the parties stipulate, or 19 the Designating Party requests separate binding of Protected Material, pages of transcribed deposition 20 testimony or exhibits to depositions that reveal Protected Material must be separately bound by the court 21 reporter and may not be disclosed to anyone except as permitted under this Stipulated Protective Order; 22 (g) the author or recipient of a document containing the information or a custodian or 23 other person who otherwise possessed or knew the information. 24 7. Protected Material Subpoenaed Or Ordered Produced In Other Litigation 25 If a Party is served with a subpoena or a court order issued in other litigation that compels 26 disclosure of any information or items designated in this action as "CONFIDENTIAL," that Party must: 27 (a) promptly notify in writing the Designating Party. Such notification shall include a copy 28 of the subpoena or court order; 1 (b) promptly notify in writing the party who caused the subpoena or order to issue in the 2 other litigation that some or all of the material covered by the subpoena or order is subject to this 3 Protective Order. Such notification shall include a copy of this Stipulated Protective Order; and 4 (c) cooperate with respect to all reasonable procedures sought to be pursued by the 5 Designating Party whose Protected Material may be affected. 6 If the Designating Party timely seeks a protective order, the Party served with the subpoena or 7 court order shall not produce any information designated in this action as "CONFIDENTIAL" before a 8 determination by the court from which the subpoena or order issued, unless the Party has obtained the 9 Designating Party's permission. The Designating Party shall bear the burden and expense of seeking 10 protection in that court of its confidential material, and nothing in these provisions should be construed 11 as authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from another 12 court. 8. A Non-Party's Protected Material Sought To Be Produced In This Litigation 13 (a) The terms of this Order are applicable to information produced by a Non-Party in this 14 action and designated as "CONFIDENTIAL." Such information produced by Non-Parties in connection 15 with this litigation is protected by the remedies and relief provided by this Order. Nothing in these 16 provisions should be construed as prohibiting a Non-Party from seeking additional protections. 17 (b) In the event that a Party is required, by a valid discovery request, to produce a Non- 18 Party's confidential information in its possession, and the Party is subject to an agreement with the Non- 19 Party not to produce the Non-Party's confidential information, then the Party shall: 20 (1) promptly notify in writing the Requesting Party and the Non-Party that some or 21 all of the information requested is subject to a confidentiality agreement with a Non-Party; 22 (2) promptly provide the Non-Party with a copy of the Stipulated Protective Order in 23 this litigation, the relevant discovery request(s), and a reasonably specific description of the information 24 requested; and 25 (3) make the information requested available for inspection by the Non-Party. 26 (c) If the Non-Party fails to object or seek a protective order from this court within 14 days 27 of receiving the notice and accompanying information, the Receiving Party may produce the Non- 28 Party's confidential information responsive to the discovery request. If the Non-Party timely seeks a 1 protective order, the Receiving Party shall not produce any information in its possession or control that 2 is subject to the confidentiality agreement with the Non-Party before a determination by the court. 3 Absent a court order to the contrary, the Non-Party shall bear the burden and expense of seeking 4 protection in this court of its Protected Material. 5 9. Unauthorized Disclosure Of Protected Material 6 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected Material 7 to any person or in any circumstance not authorized under this Stipulated Protective Order, the 8 Receiving Party must immediately (a) notify in writing the Designating Party of the unauthorized 9 disclosures, (b) use its best efforts to retrieve all unauthorized copies of the Protected Material, (c) 10 inform the person or persons to whom unauthorized disclosures were made of all the terms of this Order, 11 and (d) request such person or persons to execute the "Acknowledgment and Agreement to Be Bound" 12 that is attached hereto as Exhibit A. 10. Inadvertent Production Of Privileged Or Otherwise Protected Material 13 When a Producing Party gives notice to Receiving Parties that certain inadvertently produced 14 material is subject to a claim of privilege or other protection, the obligations of the Receiving Parties are 15 those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This provision is not intended to modify 16 whatever procedure may be established in an e-discovery order that provides for production without 17 prior privilege review. Pursuant to Federal Rule of Evidence 502(d) and (e), insofar as the parties reach 18 an agreement on the effect of disclosure of a communication or information covered by the attorney- 19 client privilege or work product protection, the parties may incorporate their agreement in the stipulated 20 protective order submitted to the court. 21 11. Miscellaneous 22 12.1 Right to Further Relief. Nothing in this Order abridges the right of any person to seek its 23 modification by the court in the future. 24 12.2 Right to Assert Other Objections. By stipulating to the entry of this Protective Order no 25 Party waives any right it otherwise would have to object to disclosing or producing any information or 26 item on any ground not addressed in this Stipulated Protective Order. Similarly, no Party waives any 27 right to object on any ground to use in evidence of any of the material covered by this Protective Order. 28 12.3 Filing Protected Material. Without written permission from the Designating Party or a 1 court order secured after appropriate notice to all interested persons, a Party may not file in the public 2 record in this action any Protected Material. A Party that seeks to file under seal any Protected Material 3 must comply with Local Rule 141. Protected Material may only be filed under seal pursuant to a court 4 order authorizing the sealing of the specific Protected Material at issue. If a Receiving Party’s request to 5 file Protected Material under seal pursuant to Local Rule 141 is denied by the court, then the Receiving 6 Party may file the information in the public record unless otherwise instructed by the court. 7 12. Final Disposition 8 Within 60 calendar days after the final disposition of this action, as defined in Section 4, upon 9 written notification served by the Producing or Designating Party, each Receiving Party must return all 10 Protected Material to the Producing Party or destroy such material. As used in this subdivision, "all 11 Protected Material" includes all copies, abstracts, compilations, summaries, and any other format 12 reproducing or capturing any of the Protected Material. Whether the Protected Material is returned or 13 destroyed, the Receiving Party must submit a written certification to the Producing Party (and, if not the 14 same person or entity, to the Designating Party) by the 60 day deadline that (1) identifies (by category, 15 where appropriate) all the Protected Material that was returned or destroyed, and (2) affirms that the 16 Receiving Party has not retained any copies, abstracts, compilations, summaries, or any other format 17 reproducing or capturing any of the Protected Material. Notwithstanding this provision, Counsel are 18 entitled to retain an archival copy of all pleadings, motion papers, trial, deposition, and hearing 19 transcripts, legal memoranda, correspondence, deposition and trial exhibits, expert reports, attorney 20 work product, and consultant and expert work product, even if such materials contain Protected 21 Material. Any such archival copies that contain or constitute Protected Material remain subject to this 22 Protective Order as set forth in Section 4. 23 It Is So Stipulated, By and Through Counsel Of Record. 24 25 Dated: December 11, 2023 26 s/ Patrick H. Dwyer (Authorized on 12/7/23) 27 Patrick H. Dwyer Attorney for Plaintiff Christian Aaron Davis 28 1 2 || Dated: December 11, 2023 PORTER SCOTT 3 A PROFESSIONAL CORPORATION 4 s/ Matthew W. Gross Matthew W. Gross 5 Carl L. Fessenden 6 Attorneys for Defendants County of Nevada, and Officer Brenda Amerio 7 8 9 10 Dated: December 11, 2023 Gordon Rees Scully Mansukhani LLP 11 s/Allison J. Becker (Authorized on 12/6/23) Allison J. Becker (pro hac vice) 12 Lindsey M. Romano 13 Attorneys for Defendants Wellpath Management Inc., Deborah Wagner, George 14 MeNight, Amy Quarre, and Joseph Britton 15 16 ORDER 17 The court has reviewed the parties’ stipulated protective order. (ECF No. 22.) The stipulation 18 || comports with the relevant authorities and the court’s applicable local rule. See L.R. 141.1. The court 19 || APPROVES the protective order, subject to the following clarification. Once an action is closed, “the 20 || court will not retain jurisdiction over enforcement of the terms of any protective order filed in that 21 || action.” L.R. 141.1(f); see also, e.g., MD Helicopters, Inc. v. Aerometals, Inc., 2017 WL 495778 (E.D. 22 || Cal., Feb. 03, 2017) (noting that courts in the district generally do not retain jurisdiction for disputes 23 || concerning protective orders after closure of the case). Thus, despite the parties’ agreement that 94 ||jurisdiction extend beyond the end of this action, the court will not retain jurisdiction over this protective 95 || order once the case is closed. 2% Dated: December 11, 2023 27 —-f’ \ Al i; Noreen 28 KENDALL davi.1915 UNITED STATES MAGISTRATE JUDGE STIPULATED PROTECTIVE ORDER 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 5 I have read in its entirety and understand the Stipulated Protective Order that was issued by the United 6 States District Court for the Eastern District of California on December ___, 2023 in the case of 7 Christian Davis v. Nevada County et. al., Case No. 2:23-cv-01915-JAM-KJN. 8 I agree to comply with and to be bound by all the terms of this Stipulated Protective Order 9 and I understand and acknowledge that failure to so comply could expose me to sanctions and 10 punishment in the nature of contempt. I solemnly promise that I will not disclose in any manner any 11 information or item that is subject to this Stipulated Protective Order to any person or entity except in 12 strict compliance with the provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the Eastern 14 District of California for the purpose of enforcing the terms of this Stipulated Protective Order, even if 15 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] as 18 my California agent for service of process in connection with this action or any proceedings related to 19 enforcement of this Stipulated Protective Order. 20 21 Date: 22 23 City and State where 24 sworn and signed: 25 26 27 28 Printed Name: