20120308Protective Agreement.pdf

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RECEIVED
2012 MAR -8 PH 2= 19
iDurlUTI
Ths Protective Agreement is entered into this lilay of Februar 2012 by PacifiCorp
dba Rocky Mountain Power and the Idaho Public Utilties Commission (Staf.
Recitals:
PROTECTIVE AGREEMENT
BETWEEN
PACIFICORP DBA ROCKY MOUNTAIN POWER AND
IDAHO PUBLIC UTILITIES COMMISSION STAFF
1. WHEREAS, PacifiCorp dba Rocky Mountain Power (Rocky Mountain Power)
desires to make available to the Staff certain information regarding Rocky Mountain Power's
Application requesting to increase rates to recover deferred net power costs through the Energy Cost
Adjustment Mechanism (Case No. PAC-E-12-03), and Sta desires to receive such information.
2. WHEREAS, Rocky Mountain Power and Sta anticipate that PacifiCorp may provide,
or make available for review, certain information, considered by PacifiCorp to be of a trade secret,
privileged or confidential natue (as defined in Idaho Code § 9-340 et seq. and § 48-801 et seq.).
3. WHEREAS, Rocky Mountain Power and Staf agree that entering into a Protective
Agreement wil expedite the production of documents; will afford the necessar protection to Rocky
Mountain Power's and Staff s employees and/or representatives in ths proceeding who might review
the information and subsequently be requested to reveal its contents by setting forth clear cut
parameters for use of Confdential Information, and will protect Confdential Information which
might be provided hereafer,
IT IS HEREBY STIPULATED AND AGREED AS FOLLOWS:
1. (a) Confidential Information
All documents, data, information, studies and other materials fuished pursuant to any
requests for information, subpoenas or other modes of discovery (formal or informal), and including
depositions, that are claimed to be of trade secret, proprietar or confidential nature (herein referred
to as "Confidential Information") shall be so marked by the par or entity providing the information
by stamping the same with a designation indicating its trade secret, proprieta or confdential natue
and printed on "yellow" paper. Any claim of confidentiality must be accompanied by an attorney's
certificate that the material is protected by law from public disclosure and cite the specific legal
authority to support the claim. IDAPA 31.01.01.233. Access to and review of Confidential
Information shall be strictly controlled by the terms of this Agreement.
PROTECTNE AGREEMENT 1
(b) Use of Confidential Information
All persons who may be entitled to review, or who are afforded access to any Confidential
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 proceedings, and then solely as contemplated herein, and shall keep the Confidential
Information secure as trade secret, confidential or proprieta information and in accordace wit\ the
puroses and intent of this Agreement.
(c) Persons Entitled to Review
Access to Confidential Information shall be limited to counsel of the undersigned paries,
employees, experts, agents or representatives of the undersigned paries who have executed an
Exhibit "A" to this Agreement. Such information will be clearly marked and protected from
unauthorized public disclosure.
(d) 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 attched 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 certify 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 agreement shall be delivered to
counsel for the providing par, before disclosure is made.
2. (a) Copies
No copies or transcriptions of the Confidential Inormation shall be made by the recipient
except as necessar to make the information available to individuals who have executed an Exhibit
"A" to this Protective Agreement.
(b) Return of confidential Information
Upon request of the providing par, all original documents and copies of the Confidential
Information shall be: (1) retued to the providing par or (2) shredded by the holder of such
documents within thrt (30) days after the final settlement or conclusion of the proceedings,
including administrative or judicial review thereof.
Unless otherwse ordered, Confdential Information, including transcripts of depositions
contaning information to which a claim of confidentiality is made, shall remain under seal, shall
PROTECTIVE AGREEMENT 2
continue to be subject to the protective requirements of this Agreement, and shall likewise, be
retued to counsel for the providing par within thirt (30) days afer final settlement or conclusion
of the proceedings, including administrative or judicial review thereof. After retu of documents
pursuant to this paragraph, and upon request, a wrtten receipt verifying retu shall be provided by
counsel.
(c) Return of Notes
Any notes maintained by a recipient of Confdential Information which embody or reflect any
of the Confidential Information provided under this Agreement shall, upon request of the providing
par, be either retured to the providing par or, at the option of the recipient, destroyed.
3. Non-waiver of Objection to Admissibilty
The fushing 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 par to object to its
relevance or admissibilty in any proceedings before this Commission.
4. Challenge to Confidentiality
(a) Initial Challenge
This Protective Agreement establishes a procedure for the expeditious handling of
information that a par claims is confidentiaL. Any par may challenge the characterization of any
information, document, data or study claimed by the providing par to be a trade secret, proprieta
or confidential information. A pary seeking to challenge the confidentiality of any information shall
first contact counsel for the providing par and attempt to resolve any difference by stipulation.
Resolution may include removing the confidential classifications, creating a non-confidential
summar, reformatting the information, etc.
(b) Subsequent Challenge
In the event that the paries canot agree as to the character of the information challenged,
any par challenging the confidentiality may petition the Commission to rule upon the disputed
information. The Petition shall be served upon the Commission and all paries to the case who have
signed on Exhibit "A" as provided in this 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 non-confidential by the challenging par.
PROTECTIVE AGREEMENT 3
(c) Challenge Hearing
The challenging par 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 hearng shall be commenced no earlier than five (5)
business days after serving the Petition on the providing par and the Commission. The record of
the in camera hearing shall be marked "CONFIDENTIAL -: Subject to Protective Agreement. "
To the extent necessar, the transcript of such hearng shall be separately bound, segregated, sealed,
and witheld from public inspection by any person not bound by the terms of this Agreement.
(d) Determination
The paries 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 et seq.). If information is found to be not
exempt from disclosure, no par shall disclose such challenged material or use it in the public
record, or otherwse outside the proceedings for at least five (5) business days unless the providing
par consents to such conduct. This procedure enables the restrctions of this Agreement from
material claimed to be confidentiaL. 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 ths proceeding of materials claimed to
be confidential in the following maner:
(1) If the requesting par intends to use Confidential Information or to make
substantive reference to Confidential Information supplied to it under this
Agreement, it shall give reasonable prior notice of such intention to the
providing par and shall provide copies of the used Confdential Information
or substantive reference to Confidential Information only to the providing
par, and such other paries, if any, who have executed an Exhibit "A" to this
Protective Agreement.
(2) One (1) copy of the used Confidential Information or substative reference to
Confidential Information or substative reference to Confdential Inormation
described in paragraph 5(a)(l) shall be placed in the sealed record.
(3) Only one (1) copy of the documents designated to be placed in a sealed
record shall be made, which copy shall be supplied by the providing par.
PROTECTIVE AGREEMENT 4
(4) The copy of the documents to be placed in the sealed record shall be tendered
by counsel for the providing par Commission, and shall be maintained in
accordance with the terms of this Protective Agreement.
(b) Seal
While in the custody of the Commission, materials containng Confdential Inormation shall
be marked "CONFIDENTIAL - SUBJECT TO ATTORNY'S CERTIFICATE OF
CONFIDENTIALITY" and shall not be examined by any person except under the conditions set
forth in this Agreement, if applicable.
(c) In Camera Hearing and Transcripts
Any Confidential Information that must be orally disclosed at a hearing in the proceedings
shall be offered at an in camera hearing, attended only by persons authorized to have access to the
information under this Protective Agreement. Similarly, any transcription of any examination or
other reference to Confdential Information (or that portion of the record containing Confidential
Information) shall be marked and treated as provided herein for Confidential Inormation.
(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 though agreement of the
paries or after notice to the paries and hearng, pursuant to the order of the Commission and/or the
final order of a cour having final jurisdiction.
(e) Appeal
Should an appeal from the proceeding be taken, 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
court under seal for the puroses of an appeal, the providing par shall be notified which portion of
the sealed record has been designated by the appealing par as necessar to the record on appeal.
6. Destruction (or Return)
Unless otherwise ordered, Confidential Information provided pursuant to a discovery request
and this Agreement, including transcripts of any discovery depositions to which a claim of
confidentiality is made, shall remain under seal, shall continue to be subject to the protective
requirements of this Agreement, and shall be destroyed (shall be retued to counsel for the
PROTECTIVE AGREEMENT 5
providing par) within thirt (30) days afer final settlement or conclusion of this matter, including
administrative or judicial review thereof.
7. Use in Pleadings
Where references to Confidential Information 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 wil not disclose the substative
Confidential Information contained 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
Commission pursuat to Paragraph 5. This sealed section shall be serviced only on counsel of record
who have signed the nondisclosure agreements set fort in Exhibit "A" attached to this Protective
Agreement, and may, in tu, be disclosed by them only to individuals who likewise signed Exhibit
"A".
8. Summary of Record
If deemed necessar by the Commission, the providing paries shall prepare a written
sumar of the Confdential Information referred to in Orders to be issued to the public and the
paries.
9. This Protective Agreement shall become effective on the date hereof.
PROTECTNE AGREEMENT 6
DATED at Boise, Idaho this i'~l\1 day of Februar 2012.
PACIFICORP DBA ROCKY MOUNTAI POWERil i/~By\,/~ ¥..,/. Mark C.~
/ ifvonne R. Hogle\,..- R-ocky Mountai Power
201 South Main Street, Suite 2300
Salt Lake City, Uta 8411 I
Attorney for Rocky Mountan Power
IDAHO PUBLIC UTILITIES COMMSSION STAFFBY~~,=
Deputy Attorney General
Idao Public Utilties Commission
472 W est Washington Street
Boise, ID 83702
Attorney Representing
Idao Public Utilties Commission Staff
PROTECTNE AGREEMENT 7
EXHIBIT"A"
I have reviewed the foregoing Protective Agreement dated Februar 1 7,2012 in Case No.
PAC-E-12-03 and agree to be bound by the terms and conditions of such Agreement.
t1~
Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission Staff
Pary
2. fz J ft?.
Date
EXHIBIT II A"
I have reviewed the foregoing Protective Agreement dated Februar 17,2012 in Case No.
PAC-E-12-03 and agree to be bound by the terms and conditions of such Agreement.
~dU
Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission Staf
Pary
2/2-( / 20/7",
Date
EXHIBIT"A"
I have reviewed the foregoing Protective Agreement dated Februar 1 7,2012 in Case No.
PAC-E-12-03 and agree to be bound by the terms and conditions of such Agreement.
\.0 C )-'\,,) .0l..û U~CJl
Terri Carlock
Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission Staf
Pary
~)Jl)l¡
Date
EXHIBIT"A"
I have reviewed the foregoing Protective Agreement dated February 1 7,2012 in Case No.
PAC-E-12-03 and agree to be bound by the terms and conditions of such Agreement.
Keith Hessing
. Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission Staff
Pary
F£Æ 21/ 2D/2-/Date
EXHIBIT"A"
I have reviewed the foregoing Protective Agreement dated February 1 7,2012 in Case No.
PAC-E-12-03 and agree to be bound by the terms and conditions of such Agreement.
Gcri.e d ilu ~,. JW
Patricia Hars
Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission StaffPar
:J/l~ 1\ "L
Date
EXHIBIT"A"
I have reviewed the foregoing Protective Agreement dated Februar 17,2012 in Case No.
P AC-E- 1 2-03 and agree to be bound by the terms and conditions of such Agreement.
~Marilyn Parker
Idaho Public Utilties Commission
Employer or Firm
472 W. Washington Street, Boise, ID 83702
Business Address
Commission Staff
Pary
c/- /7-,;tJ¡;L
Date