20150427Protective Agreement.pdf

PROTECTIVE AGREEMENT
BETWEEN
IDAHO POWER COMPAI{Y A}ID
IDAHO PUBLIC UTILITIES COMMISSION STAFF
(AND OTHER PARTIES AS APPLICABLE)
CASE NO. IPC.E.15.14
This Protective Agreement is entered into this 2l't day of April 2015 by Idaho Power
Company ("Idaho Power") and the Idaho Public Utilities Commission (Staff), and other parties as
applicable.
Recitals:
l. WHEREAS,Idaho Powerand the tdaho PublicUtilities Commission Staff(hereinafter
"Staff') anticipate that parties to this proceeding may make requests to provide, or make available
for review, certain information, considered by its custodian to be of a trade secret, privileged or
confidential nature (as defined in ldaho Code $$ 9-340 and 48-801).
2, WHER-EAS, Idaho Power and the undersigned parties agree that entering into a
Protective Agreement will expedite the production of documents; will afford the necessaryprotection
to ldaho Power's and the undersigned parties' employees and/or representatives in Case No. IPC-E-
15-14 who might review the information and subsequently be requested to reveal its contents by
setting forth clear cut parameters for use of Confidential lnformation, and will protect Confidential
lnformation which might be provided during the course of the proceedings, now therefore,
IT IS HEREBY STIPULATED AND AGREED AS FOLLOWS:
1. (a) Confidential Information
All documents, data, information, studies and other materials furnished pursuant to any
requests for information, subpoenas or other modes of discovery (formal or informal), and including
depositions, that are claimed to be oftrade secret, proprietaryor confidential nature (hereinreferred
to as "Confidential lnformation") shall be so marked bythe partyor entityprovidingtheinformation
by stamping the same with a designation indicating its trade secret, proprietary or confidential nature
and printed on "yellow" paper. IDAPA 31.01.01.067. Any claim of confidentiality must be
accompanied by an attorney's certificate that the material is protected bylaw from public disclosure
and cite the specific legal authority to support the claim. IDAPA 31,01.01.233.
PROTECTIVE AGREEMENT - I
(b) Protection of Confidential Information
Access to and review of Confidential Information shall be strictly controlled bythe terms of
this Agreernent. Unless otherwise ordered, Confidential Information, including transcripts of
depositions containing information to which a claim of confidentiality is made, shall remain under
seal, shall continue to be subject to the protective requiranents of this Agreeinent, and shall not be
disclosed to individuals who have not executed the nondisclosure agreonent set forth in Exhibit "A."
(c) Use of Confidential Information
All persons who may be entitled to review, or who are afforded access to any Confidential
lnformation by reason of this Agreernent shall neither use nor disclose the Confidential Information
for purposes ofbusiness or competition, or any purpose other than the purpose ofpreparation for and
conduct of the proceedings, and then solely as contonplated herein, and shall keep the Confidential
Information secure as trade secret, confidential or proprietary information and in accordance with the
purposes and intent of this Agreement.
(d) Persons Entitled to Review
Access to Confidential lnformation shall be limited to counsel of the undersigned parties,
employees, experts, agents or representatives of the undersigned parties who have executed an
Exhibit "A" to this Agreement. Such information will be clearly marked and protected from
unauthorized public disclosure.
(e) Non-disclosure Agreement
Confidential Information shall not be disclosed to any person who has not signed a non-
disclosure agreement on this form, which is attached hereto as Exhibit "A" and incorporated herein,
The non-disclosure agreement or Exhibit "A" shall require the person to whom disclosure is to be
made to read a copy of this Protective Agreement and to certiff in writing 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. Such agreonent shall be delivered to
counsel for the providing prty, before disclosure is made.
2. Copies
No copies or transcriptions of the Confidential Information shall be made by the recipient
except as necessary to make the information available to individuals who have executed an Exhibit
"A" to this Protective Agreement.
PROTECTIVE AGREEMENT - 2
3. Non-waiver of Obiection to Admissibilitv
The furnishing of any document, information, data, study or other materials pursuant to this
Protective Agreement shall in no way limit or waive the right of the providing party to object to its
relevance or admissibility in any proceedings before this Commission.
4. Challense to Confidentialitv
(a) Initlal Challenee
This Protective Agreement establishes a procedure for the expeditious handling of
information that a party claims is confidential. Any party may challenge the characterization of any
information, document, data or study claimed by the providing party to be a trade secret, proprietary
or confidential information. A party seeking to challenge the confidentiality of any information shall
first contact counsel for the providing party and attempt to resolve any difference by stipulation.
Resolution may include rernoving the confidential classifications, creating a non-confidential
sunmary reformatting the information, etc.
(b) Subsequent Challenee
In the event that the parties cannot agree as to the character of the information challenged,
any party challenging the confidentiality may petition the Commission to rule upon the disputed
information. The Petition shall be served upon the Commission and all parties to the case who have
signed on Exhibit "A" as provided in this Protective Agreonent. The Petition shall designate with
specificity the document or material challenged and state the grounds upon which the subject
material are deemed to be non-confidential by the challenging party.
(c) Challense Hearirs
The challenglng party 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 the providing party and the Commission. The record of
the in camera hearing shall be marked "CONFIDENTIAL - Subject to Protective Agreement."
To the extent necessary, the transcript of such hearing shall be separatelybound, segregated, sealed,
and withheld from public inspection by any person not bound by the terms of this Agreement.
PROTECTIVE ACREEMENT - 3
(d) Determination
The parties will ask the Commission to issue an Order determining whether any challenged
information or material is not properly deemed to be exempt from public disclosure pursuant to the
Idaho Public Records Act(Idaho Code $$ 9-335,9-337,9-3404.). [f information is found to be not
exernpt from disclosure, no parry shall disclose such challenged material or use it in the public
record, or otherwise outside the proceedings for at least five (5) business days unless the providing
party consents to such conduct. This procedure enables the restrictions of this Agreernent from
material claimed to be confidential. Such relief may be sought from the Commission or a court of
competent jurisdiction.
5. (a) Receipt Into Evidence
Provision is hereby made for receipt into evidence in this proceeding ofmaterials claimed to
be confidential in the following manner:
(l) If the requesting party intends to use Confidential Information or to make
substantive reference to Confidential Information supplied to it under this Agreernent, it shall give
reasonable prior notice of such intention to the providing party and shall provide copies of the used
Confidential lnformation or substantive reference to Confidential Information onlyto the providing
party, and such other parties, if any, who have executed an Exhibit "A" to this Protective Agreanent.
(2) One (l) copy of the used Confidential lnformation or substantive reference to
Confidential Information or substantive reference to Confidential Information described in paragraph
5(a)(1) shall be placed in the sealed record.
(3) The copy of the documents to be placed in the sealed record shall be tendered by
counsel for the providing party to the Commission, and shall be maintained in accordance with the
terms of this Protective Agreement.
(b) Seal
While in the custody of the Commission, materials containing Confidential lnformation shall
be marked "CONFIDENTIAL - SUBJECT TO ATTORNEY'S CERTIFICATE OF
CONFIDENTIALITY" and shall not be examined by any person except under the conditions set
forth in this Agreement, if applicable.
PROTECTIVE AGREEMENT - 4
(c) ,In Carzera Hearins and Transcripts
Any Confidential lnformation that must be orally disclosed at a hearing in the proceedings
shall be offered at an in ganlera hearing, attended only by persons authorized to have access to the
information under this Protective Agreernent. Similarly, any transcription of any examination or
other reference to Confidential Information (or that portion of the record containing Confidential
Information) shall be marked and treated as provided herein for Confidential Inforrnation.
(d) Access to Record
Access to sealed testimony, records, and information shall be limited to the Commission and
persons who have signed an Exhibit "A" as provided in this Protective Agreement, unless such
information is released from the restrictions of this Agreement either through agreement of the
parties or after notice to the parties and hearing, pursuant to the order of the Commission and/or the
final order of a court having final jurisdiction.
(e) Appeal
Should an appeal from the proceeding be taken, sealed portions of the record may be
forwarded to any court of competent jurisdiction for purposes of an appeal, but under seal as
designated herein for the information and use of the court. If a portion ofthe record is forwarded to a
court under seal for the purposes of an appeal, the providingparty shall be notified which portion of
the sealed record has been designated by the appealing party as necessary to the record on appeal.
6. Use in Pleadines
Where references to Confidential lnformation in the sealed record or with the custodian is
required in pleadings, briefs, arguments, or motions (except as provided in Paragraph 5), it shall be
by citation to title or exhibit number or some other description that will not disclose the substantive
Confidential Information contained therein. Any use of or substantive references to Confidential
lnformation shall be placed in a separate section of the pleading or brief and submitted to the
Commission pursuant to Paragraph 5. This sealed section shall be served only on counsel ofrecord
who have signed the nondisclosure agreernents set forth in Exhibit "A" attached to this Protective
Agreement, and may, in turn, be disclosed by them only to individuals who likewise signed Exhibit
,.Arr.
PROTECTIVE AGREEMENT - 5
7, Summarv of Record
If deemed necessary by the Commission, the providing parties shall prepare a written
summary of the Confidential Information referred to in Orders to be issued to the public and the
parties.
8. Return or Destruction of Confidential Information
(a) Upon request of the providing party, all original documents and copies of the
Confidential lnformation shall be: (t) retumed to the providing party; or (2) or at the option of the
recipient destroyed within thirty (30) days after the final settlement or conclusion ofthe proceedings,
including administrative or judicial review thereof. After return or destruction of documents
pursuant to this paragraph, and upon request, a written receipt verifring return or destruction shall be
provided by counsel.
(b) On a case-by-case basis and upon notification to the utility, the Commission Staff
rnay retain one copy of the Confidential lnformation under seal. Notwithstanding any other
provision in this Agreernent, any member of Staff may review and use that copy of the Confidential
Information outside this proceeding while performing his or her duties as a Staff member. Staffs
use and disclosure of the Confidential Information in a later Commission proceeding shall be subject
to any protective agreement signed in the proceeding.
(c) Any notes maintained by a recipient of Confidential Information which embody or
reflect any of the Confidential Information provided under this Agreement shall, upon request of the
providing party, be either returned to the providing party or, at the option of the recipient, destroyed.
9. Effective Date
This Protective Agreement shall become effective on the date hereof.
PROTECTIVE AGREEMENT - 6
DATED this 2l't day of April2015.
IDAHO POWER COMPANY
Byz e4r ^ d.1
Lisa D. Nordstrom
Idaho Power Company
l22l West Idaho Street
Boise, tdatro 83702
Attomey Representing
Idaho Power Company
IDAHO PUBLIC UTILITIES COMMISSION STAFF
By:4/t
Karl T. Klein
Deputy Attorney General
Idaho Public Utilities Commission
47 2 W est Washington Street
Boise,Idatro 83702
Attorney Representing the
Idaho Public Utilities Commission Staff
PROTECTIVE AGREEMENT - 7
DArED *r-fuuror L' I zors.
IIYDUSTRIAL CUSTOMERS OF IDAHO POWER
Attorney Representing the Industial Customers of Idaho
Power
Peter J. Richardson
PROTECTIVE AGREEMENT. 8
EXHIBIT ..A'
I have reviewed the foregoing ProtectiveAgreerrent dated April2l, 20l5,in Case No. IPC-
E-15-14 and agree to be bound by the t€rrns and conditions of such Agree,rnent.
K,c\w)ror *J*c
Employer or Firm
2?*2,/
(( (p
14,;/ tt, Jcttf
EXHIBIT "^N'
EXHIBIT 3.A'
Ihavereviewed the foregoing ProtectiveAgreementdatod April 21,2015,in CaseNo. IPC-
E-15-14 and agree to be bound by the teflns and conditions of such Agreement.
Gr, flv{d)c,-- ,fr rr""
Employer or Firm
dr2a l, // R,,G,,r-,ra
B*t *r Addr*t
Date (/
=04
E)O{IBIT*A"
EXHIBIT ..A"
Ihavereviewedthe foregoing ProtectiveAgreement datd April 21,2015,in Case No. IPC-
E-15-14 and agree to be bound by the terrns and conditions of zuch Agreement.
N^^rr'ri l,ha-- i \-) (l-ni-,$ts
Name Nrrunl1.). CvR:t15
)(lch,at'dsoot Adzr.r", Ft-rc-,
f ts l.' &T+t"- ?, -boro- Zzloz-
Business Address
lcrP
Party
Lf'. }t.ts
Date
ErcIIBIT"A.,
EXHIBIT "A"
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
and agree to be bound by the terms and conditions of such Agreement.
Randy Lobb
Employer or Firm
472 W. Washington Street. Boise. ID 83702
Business Address
Commission Staff
iG,
Party
I
'l f zzlzorE-
Date
EXHIBIT (A'
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
and agree to be bound by the terms and conditions of such Agreement.
Teni Carlock
Idaho Prrhlic I Itilities Commission
Employer or Firm
472 W. Washineton Street. Boise. ID 83702
Business Address
Commission Staff
Party
llazfaots
Date
EXHIBIT "A'
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
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
Party
ahz /E
EXHIBIT (4"
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
and agree to be bound by the terms and conditions of such Agreement.
Idaho Prrhlic I Itilities Commission
Employer or Firm
472 W. Washineton Street. Boise.ID 83702
Business Address
Commission Staff
Party
_T
EXHIBIT "A'
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
and agree to be bound by the terms and conditions of such Agreement.
Idaho Public Utilities Commission
Employer or Firm
472 W. Washineton Street. Boise.ID 83702
Business Address
Commission Staff
Party
4/'- 2->-- r f
Date
Daniel Klein
EXHIBIT "A'
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-15-14
and agree to be bound by the terms and conditions of such Agreement.
Idaho Public Utilities Commission
Employer or Firm
472 W. Washineton Street. Boise.ID 83702
Business Address
Commission Staff
Party
Mike Louis
EXHIBIT ..4"
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-I5-14
and agree to be bound by the terms and conditions of such Agreement.
Idaho Public lltilities Commission
Employer or Firm
472 W. Washington Street. Boise.ID 83702
Business Address
Commission Staff
Party
L//2s //{
urt"
EXHIBIT "A"
I have reviewed the foregoing Protective Agreement dated April 21,2015 in Case No. IPC-E-15-14
and agree to be bound by the terms and conditions of such Agreement.
Idaho Public Utilities Commission
Employer or Firm
472 W. Washineton Street. Boise. ID 83702
Business Address
Commission Staff
Party
4l ,>t f '*o t;
Date