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Home Court filings Oto Analytics, LLC v. Benworth Capital Partners LLC Joint Motion for Entry of Protective Order (D.E. 172) — OTO Analytics v. Benworth (N.D. Cal. No. 3:24-cv-03975)

Court filing

Joint Motion for Entry of Protective Order (D.E. 172) — OTO Analytics v. Benworth (N.D. Cal. No. 3:24-cv-03975)

Filed October 4, 2024 in Oto Analytics v. Benworth; one of 111 filings from this case.

Record facts

CourtU.S. District Court for the District of Puerto Rico
Filed2024-10-04

U.S. District Court for the District of Puerto Rico · No. 3:23-cv-01034-GMM · Doc. 172 · 2024-10-04 · Docket on CourtListener

Full text

IN THE UNITED STATES DISTRICT COURT 
FOR THE DISTRICT OF PUERTO RICO 
 
OTO ANALYTICS, LLC,  
 
Plaintiff, 
 
v. 
 
BENWORTH CAPITAL PARTNERS PR, 
LLC; BENWORTH CAPITAL PARTNERS, 
LLC; BERNARDO NAVARRO and CLAUDIA 
NAVARRO, 
 
Defendants. 
 
 
 
 
 
Civil No. 23-01034 (GMM) cons. 
Civil No. 24-01313 (GMM) 
 
 
FEDERAL RESERVE BANK OF SAN 
FRANCISCO,  
 
Plaintiff-Intervenor, 
 
v. 
 
OTO ANALYTICS, LLC; BENWORTH 
CAPITAL PARTNERS PR, LLC; 
BENWORTH CAPITAL PARTNERS, LLC; 
BERNARDO NAVARRO and CLAUDIA 
NAVARRO, 
 
Defendants in Intervention. 
 
 
 
 
 
 
 
FEDERAL RESERVE BANK OF SAN 
FRANCISCO,  
 
Consolidated Plaintiff, 
 
v. 
 
BENWORTH CAPITAL PARTNERS PR, 
LLC; BENWORTH CAPITAL PARTNERS, 
LLC; BERNARDO NAVARRO and CLAUDIA 
NAVARRO, 
 
Consolidated Defendants. 
 
 
 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 1 of 8

 
 
 
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JOINT MOTION FOR ENTRY OF PROTECTIVE ORDER 
Pursuant to Federal Rule of Civil Procedure 26(c), and in accordance with the Parties’ 
representations in their September 30, 2024 Joint Status Report (ECF No. 164), Plaintiff/Defendant 
in Intervention Oto Analytics, LLC (f/k/a Oto Analytics, Inc. d/b/a Womply) (“Womply”), 
Plaintiff-Intervenor Federal Reserve Bank of San Francisco (“Reserve Bank”; together with 
Womply, “Plaintiffs”), and Defendants Benworth Capital Partners PR, LLC, Benworth Capital 
Partners, LLC, Bernardo Navarro, and Claudia Navarro (collectively, “Defendants”; together with 
Plaintiffs, the “Parties”), through their undersigned counsel, respectfully and jointly request that 
this Court enter a protective order in the above-captioned consolidated action (the “Action”). 
“Federal Rule of Civil Procedure 26(c) ‘confers broad discretion on the trial court to decide 
when a protective order is appropriate and what degree of protection is required.’”  Caballero v. 
Hosp. Español Auxilio Mutuo De P.R., Inc., 2010 WL 503059, at *2 (D.P.R. Feb. 8, 2010) (quoting 
Seattle Times v. Rhinehart, 467 U.S. 20, 36 (1984)).  This Court can issue a protective order “for 
good cause” to require that “a trade secret or other confidential research, development, or 
commercial information not be revealed or be revealed in a specified way,” when the moving party 
certifies that it “has in good faith conferred or attempted to confer with other affected parties in an 
effort to resolve the dispute without court action.”  Fed. R. Civ. P. 26(c)(1)(G).  Courts in this 
District find “good cause” for entry of a “protective confidentiality order” limiting “the right to 
disseminate information obtained in discovery” for documents and information whose disclosure 
would cause a clearly defined and serious injury to [a party’s] business,” such as documents 
containing  “business strategies,” “operational trends,” and “confidential personnel data.”  
Irizarry-Santiago v. Essilor Indus., 293 F.R.D. 100, 104 (D.P.R. 2013). 
After an extensive meet-and-confer process, the Parties reached agreement on nearly all 
provisions of a Stipulated Confidentiality Agreement and Proposed Protective Order (the 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 2 of 8

 
 
 
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“Protective Order”), but were unable to reach agreement on one sentence regarding sharing 
protected material with the Federal Reserve Bank of Minneapolis (“FRB-M”) and the Board of 
Governors of the Federal Reserve System (the “Board”).  The Reserve Bank proposes adding a 
sentence to the end of Section 6 as reflected on page 10 of the redline attached as Exhibit 1 (the 
“Relevant Provision”), Defendants oppose, and Womply takes no position.  The Parties set forth 
their respective positions below and submit two versions of the Protective Order, one with the 
Relevant Provision and one without it, as Exhibits 2 and 3, respectively.  All Parties have agreed 
to abide by the terms of the Protective Order, with the exception of the Relevant Provision, while 
this joint motion is pending.  
Womply’s Position 
Womply takes no position on the Relevant Provision.  Womply respectfully requests that 
this Court decide the Reserve Bank’s and Defendants’ dispute and enter a Protective Order. 
The Reserve Bank’s Position 
The Reserve Bank is part of the U.S. central bank system known as the Federal Reserve 
System.  In April of 2020, the Board authorized the establishment of the Paycheck Protection 
Program Liquidity Facility (the “PPPLF”), which extended credit to lenders that originated 
Paycheck Protection Program (“PPP”) loans to small businesses.  Benworth Capital Partners, LLC 
(“Benworth FL”) received credit advances from the Reserve Bank under the PPPLF, pursuant to 
the parties’ agreements. 
In administering the PPP and PPPLF, including disputes that arise in respect of the same, 
the Federal Reserve System relies on a dedicated team of employees that includes personnel from 
the Reserve Bank (which provided PPPLF financing to Benworth FL), FRB-M (which oversees 
the PPPLF on behalf of all banks that comprise the Federal Reserve System, including the Reserve 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 3 of 8

 
 
 
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Bank), and the Board (which has certain supervisory functions in connection with the PPP and 
PPPLF pursuant to section 13(3) of the Federal Reserve Act,  12 U.S.C. § 343(3)). 
Although the Reserve Bank is the counterparty-plaintiff in this Action, the prosecution of 
this litigation will require the involvement of a limited number of personnel at FRB-M and the 
Board, which will necessarily require those individuals to have access to the Protected Material.  
Because the definition of Counsel under the proposed Protective Order only includes counsel who 
represent the Reserve Bank specifically, inclusion of the Relevant Provision is necessary to ensure 
that FRB-M and Board counsel who are assisting with this action have access to the Protected 
Material as well.  Defendants have suggested that Section 7 of the Protective Order is sufficient to 
address information sharing between the relevant components of the Federal Reserve System.  
However, those provisions—which are plainly aimed at how Parties respond to subpoenas and 
other legal demands for information—are not an adequate or proper mechanism to accomplish 
what the Relevant Provision is meant to permit.  Accordingly, the Reserve Bank respectfully 
requests that this Court enter the Protective Order attached hereto as Exhibit 2. 
Defendants’ Position 
 
Defendants object to the Reserve Bank having blanket authority to share Protected Material 
with FRB-M and the Board, non-parties over whom this Court has no jurisdiction to enforce the 
terms of the proposed Protective Order.  The Reserve Bank has a contract with only Benworth FL.  
There is no contractual relationship between any of the Defendants and FRB-M or the Board.  The 
Reserve Bank has identified no legal basis requiring FRB-M or the Board to have access to the 
confidential information of individuals and entities with whom they share no relationship.  
 
The Reserve Bank contends it consults with representatives of FRB-M and the Board when 
making decisions relating to this litigation.  But the Reserve Bank is an independent arm of the 
Federal Reserve System.  Neither FRB-M nor the Board have asserted any interest in this litigation.  
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 4 of 8

 
 
 
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In any event, the version of the proposed Protective Order without the Relevant Provision provides 
a mechanism for the Reserve Bank to seek approval to share Protected Material with FRB-M or 
the Board.  Section 7 of the proposed Protective Order details the procedures for sharing Protected 
Material with non-Parties. 
 
 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 5 of 8

 
 
 
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Dated: October 4, 2024 
 
MCCONNELL VALDÉS LLC 
 
By: /s/ Alejandro J. Cepeda Diaz  
Alejandro J. Cepeda Diaz 
USDC-PR 222110 
McConnell Valdés LLC 
270 Muñoz Rivera Ave. 
Hato Rey PR 00918 
(787) 250-5637 
ajc@mcvpr.com 
 
WILLKIE FARR & GALLAGHER LLP 
 
Alexander L. Cheney (admitted pro hac vice) 
333 Bush Street 
San Francisco, CA 94104 
(415) 858-7400 
acheney@willkie.com 
 
Stuart R. Lombardi (admitted pro hac vice) 
787 Seventh Avenue 
New York, NY 10019 
(212) 728-8882 
slombardi@willkie.com 
 
Joshua S. Levy (admitted pro hac vice) 
1875 K Street, N.W. 
Washington, D.C. 20006 
(202) 303-1000 
jlevy@willkie.com 
 
Counsel for Plaintiff and Defendant in 
Intervention Oto Analytics, LLC  
 
 
 
 
 
 
 
 
 
 
 
 
 
FERRAIUOLI LLC 
 
By: /s/ Roberto A. Cámara Fuertes  
Roberto A. Cámara Fuertes 
USDC-PR 219002 
Jaime A. Torrens-Davila 
Monica Del Pilar Ramos-Benitez 
Ferraiuoli LLC 
PO Box 195168 
San Juan, PR 00919-5168 
(787) 766-7000 
(787) 766-7001 
rcamara@ferraiuoli.com 
jtorrens@ferraiuoli.com 
mramos@ferraiuoli.com 
 
 
KOZYAK TROPIN & 
THROCKMORTON 
 
Dwayne Robinson 
Michael R. Lorigas 
Rasheed K. Nader 
2525 Ponce de Leon Boulevard, 9th 
Fl. 
Miami, Florida 33134 
(305) 372-1800 
jpiedra@kttlaw.com 
drobinson@kttlaw.com 
mlorigas@kttlaw.com 
rnader@kttlaw.com 
 
Counsel for Defendants and 
Defendants in Intervention 
Benworth Capital Partners LLC 
and Bernardo Navarro 
 
 
 
 
 
 
 
 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 6 of 8

 
 
 
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O’NEILL & BORGES LLC 
 
By: /s/ Antonio L. Roig Lorenzo  
Antonio L. Roig Lorenzo 
USDC-PR No. 207712 
Salvador J. Antonetti Stutts 
USDC-PR No. 215002 
Ubaldo M. Fernández Barrera 
USDC-PR No. 224807 
Aníbal A. Román Medina 
USDC-PR No. 308410 
250 Muñoz Rivera Ave., Ste. 800 
San Juan, PR 00918-1813 
(787) 764-8181 
antonio.roig@oneillborges.com 
salvador.antonetti@oneillborges.com 
ubaldo.fernandez@oneillborges.com 
anibal.roman@oneillborges.com 
 
CLEARY GOTTLIEB STEEN & 
HAMILTON LLP 
 
Lisa M. Schweitzer (admitted pro hac vice) 
Thomas S. Kessler (admitted pro hac vice) 
One Liberty Plaza 
New York, New York 10006 
(212) 225-2000 
lschweitzer@cgsh.com 
tkessler@cgsh.com 
 
Counsel for Plaintiff Intervenor the Federal 
Reserve Bank of San Francisco 
 
CASELLAS ALCOVER & BURGOS, 
P.S.C. 
 
By: /s/ Carla S. Loubriel  
Carla S. Loubriel 
USDC-PR 227509 
Ricardo F. Casellas 
USDC-PR 203114 
208 Ponce de Leon Ave. 
Popular Center Bldg. Suite 1400 
Hato Rey, PR 00918 
(787) 756-1400 
cloubriel@cabprlaw.com 
rcasellas@cabprlaw.com 
 
Counsel for Defendants and 
Defendants in Intervention 
Benworth Capital Partners PR LLC 
and Claudia Navarro 
 
 
 
 
 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 7 of 8

 
 
 
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CERTIFICATE OF SERVICE 
The undersigned certifies that on October 4, 2024, the foregoing document was filed with 
the Clerk of the Court using CM/ECF, which sent notice to all parties receiving notifications 
through the CM/ECF system. 
Dated: October 4, 2024  
 
 
 
 
By: /s/ Alejandro J. Cepeda Diaz  
Counsel for Plaintiff and 
Defendant in Intervention Oto 
Analytics, LLC 
 
Case 3:23-cv-01034-GMM     Document 172     Filed 10/04/24     Page 8 of 8

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