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HomeMy WebLinkAbout20180727Clearwater Paper Protective Agreement.pdfRECEIVED ?ilt$ iul 27 Pl,l 3: 25PROTECTIVE AGREEMENT BETWEEN AVISTA UTILITIES ANI) CLEARWATER PAPER CORPORATION (AND OTHER PARTIES AS APPLICABLE) rvl This Protective Agreement is entered into tils Jd day of by Avista Utilities and Clearwater Paper Corporation (Clearwater), in connection Case Nos. AVU-E-I8-03 and AVU-G-18-02. Recitals: L WHEREAS, Avista Utilities and Clearwater Paper Corporation (hereinafter "Clearwater") 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 orconfidential nature (as defined inldaho Code $$ 74-lA7 through 74-109 and48-801). 2, WHEREAS, Avista Utilities and the undersigned parties agree that entering into a Protective Agreement will expedite the production of documents; will afford the necessary protection to Avista Utilities and the undersigned parties' employees and/or representatives in the proceeding who might review the information and subsequently be requested to reveal its contents by setting forth clear cut parameters for use of Confidential Information, 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: l. (a) Confidential Information AII documents, data, information, studies and other materials fumished pursuant to any requests for information, subpoenas or other modes of discovery (formal or infbrmal), and including depositions, that are claimed to be of trade secret, proprietary or confidential nature (herein referred to as 'oConfidential Information") shall be so marked by the party or entity providing the information 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 by law from public disclosure and cite the specific legal authority to support the claim. IDAPA 3 1 .0 I .0 1 .23 3. 1PROTECTIVE AGREEMENT i-,'',i; , i"luLiC, il ,,lr:;: (.;i)iiilfilSSl0N (b)Ilrotection of Confidential I nformation Access to and review of Confidential Information shall be strictly controlled by the tcrms of this Agreement. 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 requirements of this Agreement, and shall not be disclosed to individuals who have not executed the nondisclosure agreement set forth in Exhibit "A." (c)Use of Confidential Information AlI persons who may be entitled to review, or who are affordcd access to any Confidential lnformation by reason of this Agrcement shall neither use nor disclose the Confidential Intbrmation fbr purposes of business or competition, or any purpose other than the purpose 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 proprietary infonnation and in accordance with the purposes and intent of this Agreement. (d) Persons Bntitled to Revierv Access to Confidential Inforrnation 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-disckrsure Agrecmcnt Confidential Information shall not be disclosed to any person rvho has not signed a non- disclosure agreement on this form, which is attached hereto as Exhibit o'A" and incorporated herein. '['he 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 thc 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 party, before disclosure is made. 2. Qspips. 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 Agrcement. 2PROTECTIVE AGREEMENT 3. Non-waiver of Obiection to Admissibilitv The fumishing of any document, information, data, study or other materials pursuant to this Protective Agreement shall in no way lirnit or waive the right of the providing party to object to its relevance or admissibility in any proceedings before this Commission. 4. Challenec to Confidentiality (a) Initial Challense This Protective Agreement establishes a procedure {br the expeditious handling of information that a party claims is confidential. Any party may challenge the characterization of any information, document, data or study olaimed by the providing party to be a trade secret, proprietary or confidential information, A party seeking to challenge the confidentiality of any irformation shall first contact counsel for the providing party and attempt to resolve any difference by stipulation. Resolution may include removing the confidential classifications, creating a non-confidential summary, reformatting the information, etc. (b) Subse0ucnt Challcnee 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 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 party. (c) Chnllense Hearine The challenging parly shall request that the Commission conduct an in catneru procceding 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 transeript of such hearing shall be separately bound, segregated, sealed, and withheld from public inspection by any person not bound by the terms of this Agreement. PROT'ECTIVE AC REEMEN'|3 (d) Dctcrmination 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 ldaho Public Records Act (ldaho Corle $ $ 7 4-l0l tkough 7 4-126). If infonnation is found to be not exempt from disclosure, no party shall discJose 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 Agreement from material claimed to be confidential. Such relief may be sought from the Commission or a court of competent jurisdiction. 5. (a) Receirrt Into Evidence Provision is hereby made for receipt into evidence in this proceeding of materials claimed to be confidential in the following manner: (l) If the requesting party intends to use Confidential lnformation 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 party and shall provide copies ofthe used Confidential Infbtmation or substantive reference to Confidential Information only to the providing party, and such other parties, if any, who have executed an Exhibit "A" to this Protective Agreement. (2) One (l ) copy of the used Confidential Intbrmation or substantive refbrence to Confidential Information or substantive reference to Confidential Infbrmation described in paragraph 5(a)(l) shall be placed in the sealed recorcl. (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 Agrcement, (b) Seal While in the custody of the Commission, materials containing Confidential 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 forth in this Agreement, if applicable. 4PROTECTIVE AGREEN,IENl' (c) /n Cnarera l{carinq and Transcrints Any Confidential Information that must be orally disclosed at a hearing in the proceedings shall be offered at an in canters 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 Confidential Information (or that portion of the record containing Confidential Information) shall be marked and treated as provided herein for Confidential Information. (d) Access to Record Access to sealed testimony, records, and information shall be limitedto the Commission and persons who have signed an Exhibit "A" as provided in this Protective Agreement, unless such infbrmation 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) Arrrreal 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 intbrmation and use of the court. If a portion ofthe record is forwarded to a court under seal for the purposes of an appeal, the providing party shall be notified which po(ion of the sealed record has been designated by the appealing party as necessary to the record on appeal. 6. Use irlncadrnes 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 will not disclose the substantive Confidential Information contained therein, Any use of or substantive references to Confidential Information 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 of record u,ho have signed the nondisclosure agreements 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, 5PROTECTTVE AGREEMENT 7. Summary of Rccord 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 Information shall be: (1) returned to the providing party;or (2) or at the option of the recipient destroyed within thirry (30) days after the final settlement or conclusion of the proceedings, including administrative or judicial revierv thereof. After retum or destruction of documents pursuant to this paragraph, and upon request, a written receipt veriffing return or destruction shall be provided by counsel. (b) On a case-by-case basis and upon notification to the utility, Clearwater may retain one copy of the Confidential Infbrmation under seal, Notwithstanding any other provision in this Agreement, any member of Clearwater may review and use that copy of the Confidential Infbrmation outside this proceeding while performing his or her duties as a Clearwater member. Clearwater's 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 ofthe 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. 6PROTECTIVE AGREEMENT DATED this ++2jl)'-day Iof r^{,,2018. AVISTA UTILITIES B1' Dav Avista Corporation P.O.Box3727 141I E. Mission Ave. Spokane, W A 99220-3727 Vice President and Chief Counsel of Regulatory and Government Affairs Avista Corporation CLEARWATER PAPER CORPORATION Peter J Richardson & O'Leary PLLC 515 N.27th Street Boise,ID 83702 Representing Clearwater Paper Corporation 7PROTECTIVE AGREEMENT DATED this 25'r' day ol'Junc. 201 8 ;\\,ISTA UTILITIES lll'W Avist/Corporatiorr l'.O. I-lox 3727 l4l I E. Mission Ave. Spokane, WA9922A4727 Vice Plcsident ancl Chief'Counsel ol'llegulatory ancl Ciovernment Alfairs Avista Corporation I DAIIO CONSEI{EVA'I'ION LIIAGUI' Benjamin Otto Energy Associate Idaho Conscrvation League PO Box 844, Boisc, ID 83701 EXIIII}I'[ ..A'' 7PROTECI'lVD AGREEMIlNl' EXHIBIT "A'' I havc reviewed the foregoing Protective Agreement dated in Case No. AVU-E-18-03/AVU-C-18-02 and agree to be bound by the terms and conditions of such Agreement. Name lZi*ar/.s'n Ma.,*v (Lcc Employer or Firm StS r$ g1t\ S.+wen f,o)s€ tD gttoz Business Address larwo,Ae- Party -Ll-zor8 Date 8PROTECTIVE AGREEMENT LdLfuyo{-h^r.ro,r (fu karnd.,' t)a Hrn EXHIBIT "A" I have reviewed the foregoing Protective Agreement dated L lzo . 2018 in Case No. AVU-E-18-03/AVU-G-18-02 and agree to be bound by the terms and conditions of such Agreement. N, (rclna"Ar",, A/w,N ftLc Employer or Firm 5K d Z1A S+r.r* Ba''s< rD J?:rr Business Address OLmrw^rrr fa*u Parly 6^2/- /r Date 8PROTECTIVE AGREEMENT EXHIBIT "A" I have reviewed the foregoing Protective Agreement dated J., ne 2l .2018 in Case No, AVU-E-I8-03/AVU-G-18-02 and agree to be bound by the terms and conditions of such Agreement. lDrrr.r Q,k Di./Vd Name Bt ^t {rlh,roz, -4 tfr, Employer or Firm Business Address ct Party dr:rt fr\, Zo t b Date "lrL /, 8PROTECTTVE AGREEMENT 6or o *l,f K^4-?use{:[) *rtot EXHIBIT (.A" I have reviewed the foregoing Protective Agreement dated , )U*n*- "A .20r8 in Case No, AVU-E-18-03/AVU-G-18-02 and agree to be bound by the terms and conditions of such Agreement, Name Employer or Firrn Business Address grc/ Ctrnnu.?+-rurz &@ Pa$y 6 {4) Date 8PROTECTIVE AGREEMENT ErXHIBIT..At' I have reviewed the foregoing Proteotivo Agreement dated JL,^.-"-O - 20r8 in Case No, AW-E-18-03/AW-C-18-02 and agree to be bound bythe terms and oonditions of such Agreement. Ernployer or Firm \o b Business Address U.C/\ Party G Z tg Date c^Lk -c Oo."\q_JA 17,D7 IPROTECTryE AGREEMENT EXHIBIT I'A" I have reviewed the foregoing Protective Agreement dated u)t8 2At in Case No. AVU-E-18-03/AVU-G-18-02 and agree to be bound by the terms and conditions of such Agreement. Malisa Maynard Name Clearwater Paper Employer or Firm 601 W. Riverside Ave. Suite I100. Sookane WA 99201 Business Address Party hlzs /z-utt Dade 8PROTECTIVE AGREEMENT EXHIBIT "A" I have reviewed the foregoing Protective Agreement dated )u,r--?J .2ort in Case No. A VU-E- I 8-03/AVU-C- l 8-02 and agree to be bound by the terms and cond itions of such Agreement, C.-u.'\( Hetrrarr,,-Nrr*..-.--l- Employer or Firm rU Business Address Party Date .|(:.) d*,-: 8PROTE,CT]VE ACRIEMENT (t\r.,.r,,,,, \r. t,..,.- (',,.r,,',. t,^-)Ir- '\ (.- EXHIBIT ..A'' I have reviewed the foregoing Protective Agreement dated the 20th day of June 2018 in Case Nos. AVU-E- 1 8-03/AVU-G- 1 8-02 and agree to be bound by the terms and conditions of such Agreement. General Public Utilities Commission Employer or Firm 472 W. Washinston Street.tD 83702 Business Address Commission Staff Party b.z't , t, Date EXHIBIT "A'' I have reviewed the foregoing Protective Agreement dated the 20th day of June 2018 in Case Nos. AVU-E- I 8-03/AVU-G- 1 8-02 and agree to be bound by the terms and conditions of such Agreement. Public Utilities Commission Employer or Firm 472 W. Washineton Street. Boise. ID 83702 Business Address Commission Staff Party D6 { Date EXHIBIT ..A" I have reviewed the foregoing Protective Agreement dated the 20ft day of June 2018 in Case Nos. AVU-E-I8-03/AVLI-G-18-02 and agree to be the terms and conditions of such Agreement. Public Utilities Commission Employer or Firm q2W. Washington Street, Boise. ID 83702 Business Address Commission Staff Party 7-2-/g Date EXHIBIT ..A'' I have reviewed the foregoing Protective Agreement dated the 20th day of June 2018 in Case Nos. AVU-E- I 8-03/AVU-G- l8-02 and agree to be bound by the terms and conditions of such Agreement. Kasanda Public Utilities Commission Employer or Firm 472 W. Washington Street. Boise. lD 83702 Commission Staff Party "2y {oltr Date Business Address EXHIBIT "A'' I have reviewed the foregoing Protective Agreement dated the 20'r'day of June 2018 in Case Nos. AVU-E- I 8-03/AVU-G- I 8-02 and agree to be bound by the terms and conditions of such Agreement. Michael Public Utilities Commission Employer or Firm 472 W . Washington Street, Boise, ID 83702 Business Address Commission Staff Party 412116: Date EXHIBIT "A" I have reviewed the foregoing Protective Agreement dated the 20tr'day of June 2018 in Case Nos AVU-E- 18-03/AVU-G- 18-02 and agree to be bound by the terms and conditions of such Agreement. Mike Public Utilities Commission Employer or Firm 4f2 V{. Washineton Street, Boise. ID 83702 Business Address Commission Staff Party c Z v Date EXHIBIT "A" I have reviewed the foregoing Protective Agreement dated the 20il'day of June 2018 in Case Nos. AVU-E-18-03/AVU-G-18-02 and agree to be bound by the terms and conditions of such Agreement. Cl, uA rwU o',t*0",,,9-- Stacey Donohfie Public Utilities Commission Employer or Firm 472 W. Washineton Street. Boise. ID 83192 Business Address Commission Staff Partv b[zrl zor N Date