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HomeMy WebLinkAbout20080721Protective Agreement.pdfÎlè -o8--ID PROTECTIV AGREEMENT .- .03 ¡Lli!,: .¡ / Ths Protective Agreement is entered as of the 22nd day of AprilJinoilb1 Power Company ("Idaho Power"), the Idaho Public Utilities Commission Sta ("Sta) and the undersigned Intervenors (hereinafter collectively referred to as the "Paries" or individually as a "Par") in connection with Idaho Power's 2008 Idaho General Rate Case. Recitals: 1. WHEREAS, Idaho Power desires to make available to the Paries certin information respecting Idaho Power's Application for authority to increase its rates and charges for electrc service to electrc customers in the State of Idaho. 2. WHEREAS, the Paries desire to receive such information. 3. WHEREAS, Idaho Power and the Paries anticipate that Idao Power may provide, or make available for review, certn inormation considered by Idaho Power to be of a trade secret, privileged or confdential natue (as defined in Idaho Code § 9-340 et seq. and § 48-801 et seq.). 4. WHEREAS, Idao Power and the Paries agree that entering into a Protective Agreement will expedite the production of documents; will afford the necessar protection to Idaho Power's and the Paries' employees and/or representatives in ths proceeding who might review the information and subsequently be requested to reveal its contents by setting fort clear. cut parameters for. use of Confidential Information and will protect Confdential Information which might be provided hereafer. PROTECTIVE AGREEMENT - 1 ITIS HEREBY STIPULATED AN AGREED AS FOLLOWS: ./ ~ 1.(a)Confidential Information. All documents, data, information, studies and other materials fushed that are claimed to be of trade . secret, proprieta or confdential natue (herein referred to. as "Confdential Information") shall be so ~arked by Idaho Power by staping the same with a designation indicating its trade secret, proprieta or confdential natue and printed on "colored" paper.. Any claim of confdentiality must be accompanied by an attorney's certficate that the material is protected by law from public disclosure and cite the specific legal authority to support the claim. IDAPA 31.01.01.067 and 31.01.01.233. Access to and review of Confdential Information shall be strctly controlled by the terms of this Agreement. (b) Use of Confidential Information. All persons who may be entitled to review or who are aforded access to any Confdential Information by reason of this Agreement shall neither use nor disclose the Confidential Information for puroses of business or competition or any purose other than the purose of preparation for and conduct of the 2008 General Rate Case and then solely as contemplated herein and shall keep the Confdential Information secure as trade secret, confdential or proprietar information and in accordance with the purposes and. intent of ths Agreement. (c) Persons Entitled to Review. Individual access to Confdential Inormation shall be limited to counsel of the undersigned. Paries, employees, experts, agents or representatives of the undersigned Paries who have executed an Exhbit A to ths Agreement. Such information will be clearly marked and protected from unauthorized public disclosure. PROTECTIVE AGREEMENT - 2 (d) Nondisclosure Agreement. .- . Confdential Information shall not be disclosed,to any person who has not siened a nondisclosure agreement on ths form, which is attched hereto as Exhibit "A" and incorporated herein. The nondisclosure agreement or Exhibit "A" shall require the person to whom disclosure is to be made to read; copy of ths Protective Agreement and to certify in , wrting that he or she has reviewed the same and has consented to be bound by its terms. . The Agreement shall contain the signatory's full name, permanent address and employer. (e) Challenge to Company Denial of Access. Any disputes arsing as a result of Idaho Power's denial of access to Confdential Information shall be resolved by the Idaho Public Utilities Commssion ("Commssion"). 2.(a)Copies. No copies or transcriptions of the Confdential Information shall be made by the Paries except as necessar to make the information available to individuals who have executed an Exhbit "A" to ths Protective Agreement. (b) Return of Confidential Information. Upon request of Idaho Power, all original documents and copies of the Confdential Information shall be: i) retued to Idaho Power, or 2) shredded by the holder of such documents. Unless otherwse ordered, Confidential Information, including trancripts or depositions containing information to. which a claim of confdentiality is.. made, shall remain under seal, shall continue to be subject to the protective requiements of this Agreement, and shall likewise, be returned to counsel for Idaho Power within thrt (30) days afer final settement or conclusion of the proceedings before the Commission which Confdential PROTECTIVE AGREEMENT -3 Information is relevant including administrative or judicial review thereof. Afer retu of .l~ documents pursuat to ths paragraph, and upon request, a wrtten receipt verifying retu shall be provided by counsel. (c) Return of Notes. Any notes maintaned by a recipient of Confdential Information which embody or reflect any of the Confdential Information provided under ths Agreement shall, upon request ofIdaho Power, be either retued to Idaho Power or, at the option of the recipient, destroyed. 3. Nonwaiver of Objection to Admissibilty. The fushing of any document, information, data study or other materials pursuat to ths Protective Agreement shall in no way limit or waive the right of the )providing Par to object to its relevance or admissibility in any proceedings before ths Commission. 4. Challenge to Confidentiality. ( a) Initial Challenge. Ths Protective Agreement establishes a procedure for the expeditious handling of . information Idao Power clais is confdentiaL. In any proceeding before the Commission, a Par may challenge the charàcterization of any information, document, data or study claimed by Idaho Power to be a. trade secret, proprietar or confdential inormation. If seeking to challenge the confdentiality of any inormation Sta shall first contact counsel for Idaho Power and attempt to resolve any. difference by stipulation. Resolution may include removing the confidential classifications, creating a non-confdential sumar, reformatting the information, etc. PROTECTIVE AGREEMENT - 4 (b) Subsequent Challenge. .' . In the event that the pares. canot agree as to the character of the information challenged, the Paries may challenge the confdentiality of the information by petitioning in any proceeding in which the information is relevant the Commission to rue upon the disputed information. The Petition shall be served iipon the Commssion and all pares to the proceeding who have signed on Exhbit "A" as provided in ths Protective Agreement. The Petition shall designate with specificity the document or material challenged and state the grounds upon which the subject material are deemed to be nonconfdential by Sta. (c) Challenge Hearing. The Paries shall request that the Commission conduct an in camera proceeding where only those persons duly authorized to have access to such challenged materials under this Protective Agreement shall be present. This hearing shall be commenced no earlier than five (5) business days after serving the Petition on Idaho Power and the Commssion. The record of the in camera hearng shall be marked "CONFIDENTIAL -- Subject to Protective Agreement." To the extent necessar, the transcript of such hearing shall be separately bound, segregated, sealed and witheld from public in~pectionby any person not bound by the terms of ths Agreement. (d) Determination. The Paries will ask the Commission to issue an Order determinng whether any challenged information or material is not. properly deemed to be exempt from public disclosure pursuant to the Idao Public Records Act. (Idaho Code § 9-335 et seq.) If information is found to be not exempt from disclosure, the Paries shall not disclose such challenged material or use it in the public record, or otherwise outside the proceedings for at least five (5) business days uness PROTECTIVE AGREEMENT - 5 Idaho Power consents to such conduct. This procedure enables the providing Pary to seek a stay .' . or other. relief from the Commission's Order. removing the restrctions of this Agreement from material. claimed to be confdential. Such relief may be sought from the Commission or a cour of competent jursdiction. 5.(a) ~Receipt Into Evidence. Provision is hereby made for receipt into evidence in this proceeding of materials claimed to be confdential in the. following maner: (1) If a Pary intends to use Confidential.Information or to make substative reference to Confidential Information supplied to it under this Agreement, it shall give reasonable prior notice of such intention to Idaho Power and shall provide copies of the used Confidential Information or substative reference to Confdential Information only to the providing Party, and such other Paries, if any, who have executed an Exhibit "A" to this Protective Agreement. (2) One (l)copy of the used Confdential Information or substantive reference to Confdential Information or substative reference to Confdential Information described in paragraph 5(a)(!) shall be placed in the seaed record. (3) Only one (1) copy of the documents designated to be placed in a sealed record shall be made. (4) The copy of the documents to be placed in the sealed record shall be tendered to the Commission and shall be. maintaned in accordance with the terms of ths Protective Agreement. PROTECTIVE AGREEMENT - 6 (b) SeaL. .' . Whle in the custody of the Commssion, materials containing Confdential Information shall be' marked "CONFIDENTIAL -- SUBJECT TO ATTORNEY'S CERTIFICATE OF CONFIDENTIALITY" and shall not be examined by any person except under the conditions set fort in this Agre~ment, if applicable. (c) In Camera Hearing and Transcripts. Any Confdential Information that must be orally disclosed at a hearng in the proceedings shall be offered at an in camera hearng, attended only by persons authorized to have access to the information under ths Protective Agreement. Similarly,.any transcription of any examination or other reference to Confdential Information (or. that portion of the record containing Confdential Information) shall be marked and treated as provided herein for Confidential Information. See IDAP A 3 1.01.01.287. (d) Access to Record. Access to sealed testimony, records, and information shall be limited to the Commission and persons who have signed. an Exhbit "A" as provided in this Protective Agreement, unless such information is released from the restrictions of ths Agreement either though agreement of the paries or after notice to the paries and hearg, pursuant to the order of the Commission and/or the final order of a cour having final jursdiction. (e) Appeal. Should an appeal from the proceeding be taen, sealed portions of the record may be forwarded to any cour of competent jurisdiction for puroses of an appeal, but under seal as designated herein for the information and use of the cour. If a portion of the record is forwarded to a. cour under seal for the puroses of an appeal, the. providing Pary shall be notified which PROTECTIVE AGREEMENT - 7 portion of the sealed record has been designated by the appealing pary as necessar to the record .' . on appeal. 6. Destruction or Return. Unless otherwse ordered, Confdential Information provided pursuat to a discovery request: and this Agreement, licluding transcripts of any discovery depositions to which a claim of confdentiality is made, shall remain under seal, shall continue to be subject to the protective requirements of this Agreement, and shall be destroyed or shall be retued to counsel for the. providing Par within thrty (30) days afer fial settlement or conclusion of ths matter, including administrative or judicial review thereof. 7. Use in Pleadings. Where references to Confdential Information in the sealed record or with the custodian ,. is required in pleadings, briefs, arguents, or motions (except. as provided in Paragraph 5), it shall be by citation to title or exhbit number or some other description that will not disclose the substative Confdential Information contaned therein. Any use of or substative references to Confdential Information. shall be placed in a separate section of the pleading or brief and submitted to the Commssion pursuat to Paragraph 5. Ths sealed section " shall be served only on counsel of record who have signed the non-disclosure agreements' set forth in Exhbit "A" attched to ths Protective Agreement and may, in tu, be disclosed by them only to individuals who likewise signed Exhbit "A." 8. Summary of Record. If deemed necessar by the Commission, Idaho Power shall prepare a written sumar of the Confdential Information referred to in Orders to'be issued to the public and the paries. PROTECTIVE AGREEMENT - 8 9. Counterparts. This Agreement may be executed in two or more counterpars, each of which .' . shall be deemed. an original but all of which together shall constitute one and the same instrent. wrtten. 10. Ths Protective Ag;eement shall become effective on the date first above DÂTED ths 22nd day of April, 2008. PROTECTIVE AGREEMENT - 9 IDAHO POWER COMPAN By:C1¿g-Baron L. Kline 1221 West Idaho Street Boise, Idaho 83702 '- IDAHO PUBLIC UTILITIES COMMISSION STAFF By: Weldon Stutzan Deputy Attorney General Idaho Public Utilities Commission 472 West Washington Street Boise, ID 83702 Attorneys Representing Idaho Public Utilities Commssion Staf 9. Counterparts. '1/ .~ This Agreement may be executed in two or more counterpars, each of which shall be deemed an original but all of which together shall constitute one and the same instruent. 10. This Protective Agreement shall become effective on the date first above written. DATED this 22nd day of April, 2008. IDAHO POWER COMPANY By: Baron L. Kline 1221 West Idaho Street Boise, Idaho 83702 IDAHO PUBLIC UTILITIES COMMISSION STAFF By:\.F)..Fop Weldon Stutzman Deputy Attorney General Idaho Public Utilities Commission 472 West Washington Street Boise, ID 83702 Attorneys Representing Idaho Public Utilities Commission Staff PROTECTIVE AGREEMENT - 9 EXHBIT A .' . I have reviewed the foregoing Proteçtive Agreement dated 2008, in the 2008 General Rate Case and agree to be bound by the term and conditions of such Agreement. Prited Name Signtue Employer or Fir Business Address Par Date EXHBIT A EXHIBIT "A" .- . I have reviewed the foregoing Protective Agreementdated April 22, 2008 in Case No. IPC-E-08- 10 and agree to be bound by the terms and conditions of such Agreement. c;~ " D. Neil Price, Deputy Attorney General Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission Staff Pary Date EXHIT" A" .' . I have reviewed the foregoing Protective Agreement dated Aprii 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. ~Nwne~.~ Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StaffPar 7-ltJiJl Date EXHIT "A" ,,- I have reviewed the foregoing Protective Agreement dated Apnl 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. ~.N~ Joe Leckie Idaho Public Utilties Commission Employer or Firm 472 W. Washington Street, Boise, il 83702 Business Address Commission StafPar Date EXHBIT "A" . .'Il . I have reviewed the foregoing Protective Agreement dated Aprii 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the tenns and conditiòns of such Agreement. ~~~~ Name TtrrìCalo Terri Carlock Idaho Public Utilities Commission Employer orPirm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StafPar ~7i Jtf8 Date EXHIT "A" .' . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. ~~~ Name /)4""'( I k Ie,'" Daniel Klein Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 B.usiness Address Commission StafPar 7 -7 -cy Date EXHBIT "A" .' . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission Staff Pary D7~~KDate 1 EXIIT "A" "r. ~ I have reviewed the foregoing Protective Agreement dated Api-il22,2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. ~.....~~N~¿ ick sterl~ Idaho Public Utilities Commssion Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission Staff Pary EXHBIT "A" .- . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-1 0 and agree to be bound by the terms and conditions of such Agreement. NJf~~ Randy Lobb Idaho Public Utilities Commssion Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StaffPar ....71IólbE Date EXIIT "A" .- . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agree Idaho Public Utilities Commssion Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StaffPar 7/8Date EXHBIT" A" .' . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. ~lkL Name David E. Schunke '. Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StafPar r2.y ßate g,J ¿tJt28 EXHBIT "A" ,l.~ I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. zU~u~Name .. / Matt Elam Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address .'or ~ Commission StafPar 7j¡tl/d~IDate EXHBIT "A" .. . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. Idaho Public Utilities Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StaffPar IS ''4 Zdg Date EXHIT "A" ;/ ~ I have reviewed the foregoing Protective Agreement dated Ap~ii 22, 2008 in Case No. IPC-E-08-10 and agree to be bound by the terms and conditions of such Agreement. C:.~~Name Cecil ~aughn Idaho Public Utilities Commssion Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commssion StaPar 712 !.¿¿Jê!Ji 1Date EXHBIT" A" .- . I have reviewed the foregoing Protective Agreement dated April 22, 2008 in Case No. IPC-E-08~ 10 and agree to be bound by the terms and conditions of such Agreement. ~ Name .Curtis Thaden Idaho Public Utilitìes Commission Employer or Firm 472 W. Washington Street, Boise, ID 83702 Business Address Commission StafPar 7-/7~OPJ Date ~r~~"JrhtlJIU'L. i6 M'\ 8: \2 A T TOR. N E Y S AT LAW, dlllu . '. . Peter Richardson UT\(H~~"~)¿Ô~l¡;AlssiOr,Tel: 208-938-7901 Fax: 208-938-7904 p eterl1r ¡chardson andoleary. com P.O. Box 7218 Boise.ID 83707 - 515N. 27th5t. Boi.e, ID 83702 'júly 15, 2008 Ms. Jean Jewell Commission Secretary Idaho Public Utilities Commission POBox 83720 Boise ID 83720-0074 RE: Case No.lPC-E-08-10 Dear Ms. Jewell: Enclosed please find copies of Exhibit A (signature page) of the Protective Agreement in the above case. The original has been forwarded to Mr. Kline, at Idaho Power Company. Please let me know if you have any questions. Sincerely,~~.~ch' Nina Curtis Administrative Assistant enc!. v0, EXIT ~ÛB JUL J"6 AM 8= 12 ¡OAt-/I' v U.",em' th fo PrveU=~~M~O~~ .Ol?, 2008, in the 2008 Gener Ra Case and ~ag to be bound by the ter and conditions of such Agmet. .&f1/4M'/J Prited Name U6 ~.'.. -66:iC - Signtu t¿IL/ø'1 gJ$4~X Employ or Fir r ~(5' It ;??//¡ '/V¿ß;I¥, t;~?70Z. ... . .. JBusmess Addres h¿k4IatiA?/Jt?/ ;c¿t. ItL'-- .Par 7/¡øæ Dati . . r EXHIT A r". r. r .'. l 2, 2fiUB JUL \6 Alî 8: .. EXHITA IDAnU'.J':' ,"~". UliUTJiiS C\,ir1ìr-¡ ¡v~¡.. \I have reYÌewe th foregoin Protectve Agrent dated ~ ;l. 0 8 2008, in the 208 Genera Ra Case ane! agr to be bound by the term and conditions of suh Agrment. r e +e ( R¡ Co hci f"d S 01' Prited Name æXç~ ~Signtu ._ _ßJ (h~é50" 0' O' L efl/'YPI- Employe or Fir Sfr ý" ~ 'fP )1, Business Addres ::c I P Par 4I 1-1 /~/ø'6 Date EXHIT A