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  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
  • BERNARD TUBEILEH, et al  vs.  GLOBAL OIL & GAS TEXAS LLC , et alOTHER (CIVIL) document preview
						
                                

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CAUSE NO. DC-23-07534 BERNARD TUBEILEH AND SINOSTAR § INVESTMENTS, LLC, § IN THE DISTRICT COURT OF § Plaintiffs and Counterclaim- § DALLAS COUNTY, TEXAS Defendants, § § 68TH JUDICIAL DISTRICT V. § GLOBAL OIL & GAS TEXAS, LLC, et al., g Defendants and Counterclaim- g Plaintiffs. § AGREED PROTECTIVE ORDER The Court, having been advised that the Parties have reached agreement regarding the production or disclosure of certain confidential or private information, documents or things, as described below, and that the disclosure of such Confidential Information without reasonable restriction on its use may cause harm, damage, loss, embarrassment or disadvantage to the Producing Party,1 the Parties being in agreement and the Court being fully and duly advised in the premises, IT IS HEREBY ORDERED: 1. Scope. All materials produced or adduced in the course of discovery, including initial disclosures, responses to discovery requests, deposition testimony and exhibits, and information derived directly therefrom (hereinafter collectively “documents”), shall be subject to this Order concerning Confidential Information as defined below. This Order is subject to any applicable Local Rule and the Texas Rules of Civil Procedure on matters of procedure and calculation of time periods. 1 For purposes of this Order, the term "Producing Party" shall be defined as any Party or non-party who is required to produce or provide materials, testimony, hard copy documents or “ESI,” as defined in the Stipulated Protocol for Discovery of Electronically Stored Information and Hard Copy Documents. The term “Receiving Party” shall be defined as any party or non-party who receives materials, testimony, hard copy documents, or ESI. Agreed Protective Order - 1 2. Confidential Information. As used in this Order, “Confidential Information” means information designated as “CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER” by the Producing Party, which the Producing Party believes in good faith falls within one or more of the following categories: (a) information that reveals trade secrets, competitively sensitive technical, marketing, financial, sales or other confidential business information, or information received from third parties that is subject to a separate protective order, confidentiality agreement, or otherwise marked confidential; or (b) personal identity information; or (c) income tax returns (including attached schedules and forms), W-2 forms and 1099 forms; or (d) personnel or employment records of a person who is not a party to the case; or (e) information that if disclosed could invade the legitimate privacy interests of the person(s) to whom the information pertains, including information that is subject to foreign or domestic data privacy laws or regulations. Information or documents that are available to the public may not be designated as Confidential Information. 3. Designation. a. Procedure. A Producing Party may designate a document as Confidential Information for protection under this Order by placing or affixing the words “CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER” on the document and on all copies in a manner that will not interfere with the legibility of the document. If a party produces a document that contains Confidential Information in native format, the native file shall be renamed to include the confidentiality designation, Where possible. As used in this Order, the term “copies” includes electronic images, duplicates, extracts, notes, summaries or descriptions that contain the Confidential Information. The marking “CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER” shall be applied prior to or at the time that the documents are produced or disclosed. Applying the marking “CONFIDENTIAL - SUBJECT TO PROTECTIVE ORDER” to a Agreed Protective Order - 2 document does not mean that the document has any status or protection by statute or otherwise except to the extent and for the purposes of this Order. Any copies made of any documents marked “CONFIDENTIAL -SUBJECT TO PROTECTIVE ORDER” shall also be so marked, except that indices, electronic databases or lists of documents that do not contain substantial portions or images of the text of marked documents and do not otherwise disclose the substance of the Confidential Information are not required to be marked. b. Designation of Documents by Receiving Party. Any party to this Order may designate as Confidential Information any document produced by another party or third party, which document(s) shall be designated as Confidential Information under this Order. This provision does not apply to documents designated as Confidential Information by the Producing Party who produced those documents. c. Inadvertent Failure to Designate. An inadvertent failure to designate a document as Confidential Information does not waive the right to subsequently so designate the document. If a party designates a document as Confidential Information after it was initially produced, the Receiving Party, on notification of the designation, must make a reasonable effort to assure that the document is treated in accordance with the provisions of this Order. No party shall be found to have violated this Order for failing to maintain the confidentiality of material during a time when that material has not been designated Confidential Information. d. Inspection of Materials Prior to Production. In the event that documents, materials or other information are made subject to inspection prior to their production, no marking of those materials need be made by the Producing Party at the time of that inspection. For purposes of such an inspection, all materials made available for the inspection shall be considered Confidential Information and subject to this Order at the time of the inspection. Thereafter, if any materials subject to that inspection are produced and the Producing Party wishes those materials Agreed Protective Order - 3 to be considered Confidential Information under this Order, the producing party shall so designate them in accordance with the procedures set forth in this Order. 4. Confidential Information may include any information that a Producing Party reasonably believes to be subject to federal, state or foreign data protection laws or other privacy laws. 5. Production Not a Waiver. The production of Confidential Information pursuant to this Order is not a waiver of any privilege or right to claim the trade secret or confidential status of the documents, materials, or information produced. 6. Depositions. With respect to any depositions that involve the disclosure of Confidential Information of a Party to this action, such Party shall have fourteen (14) days after delivery of the final deposition transcript to serve a Notice of Designation to all parties of record identifying the specific portions of the transcript that are designated Confidential Information, and thereafter those portions identified in the Notice of Designation shall be protected under the terms of this Order. No such deposition transcript shall be disclosed to any individual other than the individuals permitted under this Order during these fourteen (14) days. Upon being timely informed that specific portions of the deposition are designated as Confidential Information, all parties shall limit disclosure of the portions of the transcript designated Confidential Information in accordance with this Order. The time frames set forth in this paragraph may be extended by agreement of the parties. 7. Protection of Confidential Material. a. General Protections. Confidential Information shall not be used or disclosed by the parties, counsel for the parties or any other persons identified in subparagraph (b) for any purpose whatsoever other than in this action or as set forth in subparagraph (c), which includes any appeal thereof. Agreed Protective Order - 4 b. Limited Third-Party Disclosures. The parties and counsel for the parties shall not disclose or permit the disclosure of any Confidential Information to any third person or entity except as set forth in subparagraphs (1)-(9) below. Subject to these requirements, the following categories of persons may be allowed to review Confidential Information: (1) Attorneys of record for the parties, including members of their respective law firms and their employees assisting in preparation of this case for trial; (2) individual parties and representatives of a party, but only to the extent counsel determines in good faith that the representative’s assistance is reasonably necessary to the conduct of and decisions related to the litigation in which the information is disclosed; (3) the Court, any Special Master appointed by the Court and their personnel, and any jury in this case; (4) translators, court reporters, recorders, and videographers engaged for depositions, hearings, and trial; (5) those persons specifically engaged for the limited purpose of making copies of documents or organizing or processing documents, including outside vendors hired to process electronically stored documents but only after such persons have completed the certification contained in Attachment A (“Acknowledgment of Understanding and Agreement to Be Bound by Protective Order”); (6) consultants, investigators, litigation support personnel or experts employed by the parties or counsel for the parties, including their staff, employees, and agents whose duties and responsibilities require access to such materials, to assist in the preparation for pretrial discovery, trial of this action and/or hearings but only after such persons have completed the Acknowledgment of Understanding and Agreement to Be Bound by Protective Order; (7) Witnesses in this action to whom disclosure is reasonably necessary, while in the presence of counsel and for the purpose of assisting in the preparation or trial of this case; (8) the author or recipient of the document in the regular course of business (not including a person who received the document in the course of litigation); (9) mediators and/or facilitators; and (10) Agreed Protective Order - 5 other persons only by written consent of the Producing Party or upon order of the Court and on such conditions as may be agreed upon or ordered. c. All Confidential Information shall be used by the parties solely for the necessary purposes of the prosecution or defense of this action. d. Confidential Information shall not be used by the Receiving Party in any other litigation, current or anticipated, or for any business, commercial, competitive, personal or other purpose, and shall not be disclosed by the Receiving Party to anyone other than those set forth in Paragraph 6(b). It is, however, understood that counsel for a party may give advice and opinions to his or her client solely relating to the above-captioned action based on his or her evaluation of Confidential Information, provided that such advice and opinions shall not reveal the content of such Confidential Information except by prior written agreement of counsel for the parties, or by order of the Court. e. Control of Documents. Counsel for the parties shall make reasonable efforts to prevent unauthorized or inadvertent disclosure of Confidential Information. Counsel shall maintain the original Acknowledgement of Understanding and Agreement to Be Bound by the Protective Order form signed by persons acknowledging their obligations under this Order for a period of three (3) years after the termination of the case. 8. Filing of Confidential Information. To the extent Confidential Information is to be filed in connection with a motion, brief or other submission to the Court, the Confidential Information must be filed under seal or provided to the Court solely for in camera review. 9. Challenges by a Party to Designation as Confidential Information. The designation of any material or document as Confidential Information is subject to challenge by any party. The following procedure shall apply to any such challenge. Agreed Protective Order - 6 a. Meet and Confer. A party challenging the designation of Confidential Information must do so in good faith and must begin the process by conferring directly with counsel for the designating party, or directly with a party who is appearing pro se. In conferring, the challenging party must explain the basis for its belief that the confidentiality designation was not proper. The designating party shall have an opportunity to review the designated material, to reconsider the designation, and, if no change in designation is offered, to explain the basis for the designation. The designating party must respond to the challenge within five (5) business days. b. Judicial Intervention. A party who elects to challenge a confidentiality designation shall present the dispute to the Court by filing and serving a motion that identifies the challenged material and sets forth in detail the basis for the challenge. The burden of persuasion in any such challenge proceeding shall be on the designating party/Producing Party. Until the Court rules on the challenge, the materials shall remain Confidential Information under the terms of this Order. 10. Action by the Court. Nothing in this Order or any action or agreement of a party under this Order shall limit the Court’s authority to make orders concerning the disclosure of documents produced in discovery or at trial. 11. Use of Confidential Documents or Information at Trial. This Order shall not apply to the disclosure of Confidential Information at any trial or hearing. The closure of trial proceedings, the sealing of the record of a trial, or a request by a party for protection from public disclosure of Confidential Information at trial involve considerations not presently before the Court. These issues may be raised as a separate matter upon the motion of any party at or any time before the pretrial conference in this case. 12. Confidential Information Subpoenaed or Ordered Produced in Other Litigation. Agreed Protective Order - 7 a. If a Receiving Party is served with a subpoena or an order issued in other litigation or investigation that would compel disclosure of any material or document designated in this action as Confidential Information, the Receiving Party must so notify the designating party, in writing, immediately and in no event more than three (3) court days after receiving the subpoena or order. Such notification must include a copy of the subpoena or court order. b. The Receiving Party also must immediately inform, in writing, the person or entity that caused the subpoena or order to issue in the other litigation that some or all of the material covered by the subpoena or order is the subject of this Order. In addition, the Receiving Party must deliver a copy of this Order promptly to the party in the other action that caused the subpoena to issue. c. The purpose of imposing these duties is to alert the issuing person or entity to the existence of this Order and to afford the designating party in this case an opportunity to make attempts to protect its Confidential Information in the court from which the subpoena or order issued. The designating party shall bear the burden and the expense of seeking protection in that court of its Confidential Information, and nothing in these provisions should be construed as authorizing or encouraging a receiving party in this action to disobey a lawful directive from another court. The obligations set forth in this paragraph remain in efiect while the party has in its possession, custody or control Confidential Information by the other party to this case. 13. Obligations upon Conclusion of Litigation. a. Order Continues in Force. Unless otherwise agreed upon in writing or ordered by the Court, this Order shall remain in force after dismissal or entry of final judgment not subject to further appeal. b. Obligations upon Conclusion of Action. Within ninety (90) days after dismissal or entry of final judgment not subject to further appeal in this action, the Producing Party Agreed Protective Order - 8 may make demand upon the Receiving Party to return or destroy all materials considered Confidential Information under this Order, including “copies” as defined above, except as this Court may otherwise order. 14. Order Subject t0 Modification. This Order shall be subject to modification by the Court on its own initiative or on motion of a party or any other person with standing concerning the subject matter. 15. Retention of Jurisdiction by Court. This Court shall retain jurisdiction to make amendments, modifications, and additions to this Order as the Court may, from time to time, deem appropriate, as well as to resolve any disputes. 16. No Prior Judicial Determination. This Order is entered based on the representations and agreements of the parties and for the purpose of facilitating discovery. Nothing herein shall be construed or presented as a judicial determination that any document or material designated Confidential Information by counsel or the parties under this Order is either confidential or entitled to protection under Rule 192.6 of the Texas Rules of Civil Procedure or otherwise until such time as the Court may rule on a specific document or issue. 17. Persons Bound. This Order shall take effect when entered and shall be binding upon all counsel of record and their law firms, the parties, and persons made subject to this Order by its terms. 11I9I2023 3:09:11 PM IT IS SO ORDERED. DATED; 11/9/2023 Wig} lid/LR JUDGE . PlfESIDIHLiQ; Agreed Protective Order - 9 AGREED TO AS TO FORM AND SUBSTANCE: /s/C0urtnev G. Bowline /s/J0shua L. F ellenbaum BRIAN LAUTEN, P.C. TUCKER ELLIS LLP Joshua L. Fellenbaum (pro hac Vice) Brian P. Lauten Michael C. Zellers (pro hac Vice) State Bar N0. 24031603 Jeffrey C. Sindelar (pro hac Vice) b1auten@brianlauten.com Stephanie A. Rzepka (Texas State Bar No. Courtney G. Bowline 24102442) State Bar No. 24055206 950 Main Avenue cbowline@brianlauten.com Suite 1 100 Kaylee Vanstory Cleveland, OH 44113 State Bar No. 241 15009 Tel: 216.592.5000 Kvanstory@brianlauten.com Fax: 216.592.5009 3811 Turtle Creek Blvd., Suite 1450 E-mail: joshua.fellenbaum@tuckerellis.com Dallas, TX 75219 michael.zellers@tuckerellis.com (214) 414-0996 telephone jeffrey.sindelar@tuckerellis.com (214) 744-3015 facsimile stepheanie.rzepka@tuckerellis.com ATTORNEYS FOR PLAINTIFFS AND and COUNTERCLAIM-DEFENDANTS BERNARD TUBEILEH AND SINOSTAR CHRISTOPHER M. STAINE INVESTMENTS LLC Texas State Bar No. 24104576 CROWE & DUNLEVY 2525 McKinnon St., Ste. 425 Dallas, TX 75201 (214) 420-2143 (214) 736-1763 (Fax) Christopher.staine@crowedunlevy.com ATTORNEYS FOR DEFENDANTS AND COUNTERCLAIM-PLAINTIFFS GLOBAL OIL & GAS TEMS, LLC AND GLOBAL OIL & GAS FIELDS OKLAHOMA, LLC Agreed Protective Order - 10 ATTACHMENT A ACKNOWLEDGMENT OF UNDERSTANDING AND AGREEMENT TO BE BOUND The undersigned hereby acknowledges that he/she has read the Protective Order dated in the above-captioned action and attached hereto, understands the terms thereof and agrees to be bound by those terms. The undersigned submits to the jurisdiction of the District Court of Dallas County, Texas, 68th Judicial District in matters relating to the aforementioned and attached Protective Order and understands that the terms of the Order obligate him/her to use materials designated as Confidential Information in accordance with the Order solely for the purposes of the above-captioned action, and not to disclose any such Confidential Information to any other person, firm or concern. The undersigned acknowledges that Violation of the Protective Order may result in penalties for contempt of court. Name (printed): Job Title: Employer: Business Address: Date : Signature: Agreed Protective Order - 11 Automated Certificate of eService This automated certificate of service was created by the efiling system. The filer served this document via email generated by the efiling system on the date and to the persons listed below. The rules governing certificates of service have not changed. Filers must still provide a certificate of service that complies with all applicable rules. Sarah Prince on behalf of Christopher Staine Bar No. 24104576 sarah.prince@crowedunlevy.com Envelope ID: 81383458 Filing Code Description: Motion - Protect Filing Description: Unopposed Status as of 11/7/2023 3:00 PM CST Associated Case Party: GLOBAL OIL & GAS TEXAS LLC Name BarNumber Email TimestampSubmitted Status Christopher Staine Christopher.staine@crowedunlevy.com 11/7/2023 12:1 1 :32 PM SENT Michael C.Zellers michael.zellers@tuckerellis.com 11/7/2023 12:11:32 PM SENT Jeffrey C.Sindelar Jr. jeffrey.sindelar@tuckerellis.com 11/7/2023 12:11:32 PM SENT Associated Case Party: BERNARD TUBEILEH Name BarNumber Email TimestampSubmitted Status Brian PLauten blauten@brianlauten.com 11/7/2023 12:11:32 PM SENT Michelle Logan mlogan@brianlauten.com 11/7/2023 12:11:32 PM SENT Courtney GBowline cbowline@brianlauten.com 11/7/2023 12:11:32 PM SENT Case Contacts Name BarNumber Email TimestampSubmitted Status Stephanie Rzepka stephanie.rzepka@tuckerellis.com 11/7/2023 12:11:32 PM SENT Sarah Prince sarah.prince@crowedunlevy.com 11/7/2023 12:11:32 PM SENT Joshua Fellenbaum joshua.fellenbaum@tuckerellis.com 11/7/2023 12:11:32 PM SENT