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283 F.R.D. 617
E.D. Wash.
2012
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Background

  • Order concerns Defendants Hartford, Battelle, and Plan’s motion for protective order governing discovery; court previously compelled production of disability-benefits decisioning materials; dispute centers on whether materials remain confidential and may be used in other cases; Hartford asserts Manual and related materials are trade secrets/confidential proprietary information; plaintiffs seek broader use and retention of materials by counsel; court to determine scope and terms of protective order including designation and retention rules.
  • Court previously granted in part and denied in part Takata’s motion to compel production of rules, guidelines, and criteria relevant to disability determinations; protective order discussion followed a telephonic status conference about sensitive materials; parties could not agree on stipulated protective order; court considers good cause to protect trade secrets and confidential information.
  • Court recognizes materials contain technical tools and best practices giving Hartford a competitive advantage; disclosure could harm Hartford’s trade secrets; court has already found relevance of these materials to potential conflicts of interest and procedural irregularities; protective order should limit use to this case and restrict access and reproduction; court adopts protective order with modifications.
  • Court notes the need for a definitional boundary for Confidential Information and requires explicit designation procedures; additional safeguards are added to the protective order.
  • Final ruling: motion granted in part and denied in part; protective order adopted with specified modifications to Confidential Information designation; Plaintiff’s counsel barred from retaining materials for use in other cases unless compelled again with proper showing.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether a protective order is warranted to shield confidential materials Takata argues broader disclosure should be allowed for other cases Hartford/Battelle contend confidential materials require protection Good cause supports protection; materials designated confidential not public.
Whether plaintiff’s counsel may retain discovered materials for other cases Counsel should be able to use material in future cases Materials may be used only in this case Counsel may not retain; must show necessity anew for use in other cases.
Whether the protective order should include a definition of Confidential Information Existence of broad, vague designation Need clarity and enforceable standards Order requires addition defining Confidential Information and designation process.

Key Cases Cited

  • Foltz v. State Farm Mut. Auto. Ins. Co., 331 F.3d 1122 (9th Cir. 2003) (good cause balancing; confidentiality et al.)
  • Seattle Times Co. v. Rhinehart, 467 U.S. 20 (1984) (public access presumption for discovery materials)
  • Remington Arms Co., Inc. v. United States, 952 F.2d 1029 (8th Cir. 1991) (protective order; trade secrets; limited use)
  • Carpenter v. United States, 484 U.S. 19 (1987) (confidential information as property; trade secret context)
  • Uniroyal Chemical Co., Inc. v. Syngenta Crop Protection, 224 F.R.D. 53 (D. Conn. 2004) (restatement-like definition; trade secret context)
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Case Details

Case Name: Takata v. Hartford Comprehensive Employee Benefit Service Co.
Court Name: District Court, E.D. Washington
Date Published: Jun 29, 2012
Citations: 283 F.R.D. 617; 2012 U.S. Dist. LEXIS 90797; 2012 WL 2525603; No. CV-11-5068-RMP
Docket Number: No. CV-11-5068-RMP
Court Abbreviation: E.D. Wash.
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    Takata v. Hartford Comprehensive Employee Benefit Service Co., 283 F.R.D. 617