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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.
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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
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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
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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.
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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)
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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.
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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
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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