Judge: Lee W. Tsao, Case: 23NWCV01057, Date: 2024-10-02 Tentative Ruling

Case Number: 23NWCV01057    Hearing Date: October 2, 2024    Dept: C

FRANCISCO GARCIA ASPRILLA v. FORD MOTOR COMPANY, et al.

CASE NO.:  23NWCV01057

HEARING:  10/02/24

 

#4

TENTATIVE ORDER

 

Plaintiff Francisco Garcia Asprilla’s Motion to Compel Further Responses to Request for Production of Documents (Set One) is GRANTED in part and DENIED in part as set forth below. 

 

Moving party to give notice.

 

Background

 

Plaintiff Francisco Garcia Asprilla (“Plaintiff”) alleges that his 2018 Ford EcoSport, manufactured by Defendant Ford Motor Company (“Defendant”), suffers from transmission defects that Defendant has been unable to repair within a reasonable number of attempts.

 

On November 3, 2023, Plaintiff filed a First Amended Complaint. On April 25, 2024, Plaintiff filed the operative Second Amended Complaint (“SAC”) alleging the following causes of action:

(1) Violation of Subdivision (d) of Civil Code Section 1793.2;

(2) Violation of Subdivision (b) of Civil Code Section 1793.2;

(3) Violation of Subdivision (a)(3) of Civil Code Section 1793.2;

(4) Breach of the Implied Warranty of Merchantability;

(5) Violation of the Magnuson-Moss Warranty Act

 

On January 23, 2024, Plaintiff filed the instant motion to compel further responses to Plaintiff’s request for production of documents.

 

On September 18, 2024, Defendant filed an opposition.

 

On September 24, 2024, Plaintiff filed a reply.

 

Evidentiary Objections

 

Plaintiff’s evidentiary objections to the declaration of Erich Kemnitz:

          OVERRULED: 1-21

          SUSTAINED: None

 

Analysis

 

Legal Standard

 

“Unless otherwise limited by order of the court in accordance with this title, any party may obtain discovery regarding any matter, not privileged, that is relevant to the subject matter involved in the pending action or to the determination of any motion made in that action, if the matter either is itself admissible in evidence or appears reasonably calculated to lead to the discovery of admissible evidence.” (Code of Civ. Proc. § 2017.010.) For discovery purposes, information is regarded as relevant “if it might reasonably assist a party in evaluating the case, preparing for trial, or facilitating settlement thereof.” (City of Los Angeles v. Superior Court (2017) 9 Cal.App.5th 272, 288.)

 

A motion to compel further responses to a demand for inspection or production of documents (“RFP”) may be brought based on: (1) incomplete statements of compliance; (2) inadequate, evasive or incomplete claims of inability to comply; or (3) unmerited or overly generalized objections.  (Code Civ. Proc., § 2031.310(c).)

 

A motion to compel further production must set forth specific facts showing good cause justifying the discovery sought by the inspection demand. (See Code Civ. Proc., § 2031.310(b)(1).) In Digital Music News LLC v Superior Court (2014) 226 Cal.App.4th 216 at 224, the Court defined “good cause” as a showing that there “a disputed fact that is of consequence in the action and the discovery sought will tend in reason to prove or disprove that fact or lead to other evidence that will tend to prove or disprove the fact.”

 

If the moving party has shown good cause for the requests for production, the burden is on the objecting party to justify the objections. (Kirkland v. Sup.Ct (2002) 95 Cal. App.4th 92, 98.)

 

“The court shall limit the scope of discovery if it determines that the burden, expense, or intrusiveness of that discovery clearly outweighs the likelihood that the information sought will lead to the discovery of admissible evidence.” (Cal. Code of Civ. Proc. § 2017.020(a).) Generally, objections on the ground of burden require the objecting party to produce evidence of (a) the propounding party’s subjective intent to create burden, or (b) the amount of time and effort it would take to actually respond. (See West Pico Furniture Co. of Los Angeles v. Superior Court In and For Los Angeles County (1961) 56 Cal.2d 407, 417.) However, where discovery is obviously overbroad on its face, no such evidence is necessary. (See Obregon v. Superior Court (1998) 67 Cal.App.4th 424, 431.)

 

Trial courts are vested with “wide discretion” to allow or prohibit discovery. (Williams v. Superior Court (2017) 3 Cal.5th 531, 540.)

 

RPDs

 

Plaintiff seeks further responses to RFPs, Set One, Nos. 1, 3, 12, 15, 17, 19, 31, 36, 39, 43, 45, 46, 56, 57, 58, 68, 69, 73, 77, 82 and 83. Plaintiff requested several categories of documents, which include:

 

1. Document concerning the Subject Vehicle defined as the “2018 Ford EcoSport vehicle identification number MAJ3P1TEXJC208205” (the “Subject Vehicle”) (See Plaintiff’ Requests for Production of Documents, Set One (“RFP(1)”), Nos. 1, 3, 12, and 15);

2. Documents concerning FMC’s Internal Knowledge and Investigation regarding the Transmission Defects in 2018 Ford EcoSport vehicles, including internal investigations, emails, and other Electronically Stored Information (“ESI”) (See RFP Nos. 17, 19, 31, 36, and 39 [“Internal Investigation Discovery”]), which are discoverable under Donlen v. Ford Motor Co., 217 Cal. App. 4th at 143-144 (2013);

3. Documents concerning Summaries, Memorandum, Power Points, regarding Transmission Defects in 2018 Ford EcoSport vehicles (see RFP Nos. 43, 45 and 46 [“internal Documentation Discovery”]), which are discoverable under Donlen v. Ford Motor Co., 217 Cal. App. 4th at 143-144 (2013), and Santana v. FCA, US, LLC, 56 Cal. App. 5th 334 (2020), among other cases cited in the supporting papers;

4. Documents concerning the Song-Beverly Act and Buyback Policies and Procedure (see RFP Nos. 56, 57, 58, 68, 69 and 73 [“Policies and Procedure Discovery”]), which are discoverable under Jensen v. BMW of N. Am., Inc., 35 Cal. App. 4th 112 (1995), among other cases cited in the supporting papers; and

5. Documents concerning Communications with Governmental Agencies and Suppliers regarding the Transmission Defects in 2018 Ford EcoSport vehicles (See RFP Nos. 77, 82 and 83 [Communication Discovery]), which are discoverable under Santana, 56 Cal. App. 5th at 343;

 

Defendant provided the following responses below. The Court will discuss whether Defendant should be compelled to provide further responses to each request.

 

In response to Plaintiff’s discovery requests, Ford Motor Company provided a combination of partial compliance, objections, and refusals across the following requests:

 

RPD No. 1 (All documents regarding the subject vehicle in Ford’s databases): Ford agreed to produce certain documents such as the factory invoice, vehicle information reports, warranty claim history, and other records from Ford’s databases. However, Ford objected to broader production, arguing the request was overly broad, burdensome, and sought irrelevant information beyond the specific components at issue.

 

The Court finds that further responses are not warranted as the documents that Defendant has stated it will produce are sufficiently responsive to this request.

 

The motion is DENIED as to RPD No. 1.

 

RPD No. 3 (Reports and analysis on parts returned for root cause analysis): Ford objected to this request, claiming it was overly broad and burdensome. The request was not limited to relevant parts or timeframes, and Ford raised concerns about the inclusion of privileged documents.

 

Internal analyses or investigations regarding the defects in Plaintiff’s vehicle, including root cause or failure mode analyses, are relevant as these documents may assist in determining Defendant’s knowledge of the defect and its attempts to resolve the issue. Thus, the request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California.

 

The motion is GRANTED in part as to RPD No. 3. 

 

RPD No. 12 (Pre-sale or pre-purchase documents related to transmission defects): Ford partially complied, providing access to public documents like the Owner’s Manual and Warranty Guide. However, it refused broader production, arguing that the request was too broad and sought irrelevant documents.

 

The Court finds that further responses are not warranted as the documents that Defendant has stated it will produce are sufficiently responsive to this request.

 

The motion is DENIED as to RPD No. 12.

 

RPD No. 15 (Communications regarding repairs and complaints about the Subject Vehicle): Ford agreed to produce certain relevant documents, such as warranty claim history and technical communications but objected to the request’s scope, including audio recordings.  The Court determines that the request is within the proper scope of discovery because it specifically relates to the Subject Vehicle. 

 

The motion is GRANTED as to RPD No. 15.

 

RPD No. 17 (Internal analyses and investigations regarding transmission defects): Ford partially complied by agreeing to produce a list of Technical Service Bulletins (TSBs), Special Service Messages (SSMs), and other related documents but objected to any broader searches for emails or irrelevant documents.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California.    

 

The motion is GRANTED in part as to RPD No. 17.

 

RPD No. 19 (Root cause analysis of transmission defects): Ford agreed to provide certain relevant documents, such as TSBs and customer satisfaction programs, but objected to the request’s scope, which sought email searches and documents unrelated to the specific defect.  The Court determines that the request is overbroad because it is not limited to the transmission defects at issue in this case, and includes vehicles sold worldwide.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California.   

 

The motion is GRANTED in part as to RPD No. 19.

 

RPD No. 31 (Failure Mode and Effects Analysis reports regarding transmission defects): Ford refused to comply, arguing that the request was overly broad, burdensome, and sought irrelevant information not limited to the subject vehicle.

 

Internal analyses or investigations regarding the defects in Plaintiff’s vehicle, including root cause or failure mode analyses, are relevant as these documents may assist in determining Defendant’s knowledge of the defect and its attempts to resolve the issue. However, the request is overbroad as to geographic location and time.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California. 

 

The motion is GRANTED in part as to RPD No. 31. 

 

RPD No. 36 (Documents related to decisions to issue recalls, service bulletins, etc.): Ford partially agreed to produce relevant TSBs and related documents but objected to the request's broadness, particularly regarding email searches and documents outside the scope of the lawsuit.  The information sought may assist Plaintiff in determining Defendant’s knowledge of the defect and its attempts to resolve the issue.  However, the request is overbroad in terms of geographic location and time.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California. 

 

The motion is GRANTED in part as to RPD No. 36.

 

RPD No. 39 (Documents concerning any decisions to modify the 6-speed transmission in response to defects): Ford agreed to provide some relevant TSBs and related documents but objected to the request’s scope and the lack of reasonable limitations.  The information sought may assist in determining Defendant’s knowledge of the defect and its attempts to resolve the issue.  However, the request is overbroad in terms of geographic location and time.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California. 

 

The motion is GRANTED in part as to RPD No. 39.

 

RPD No. 43 (Internal documents and reports prepared by engineers or suppliers regarding transmission defects): Ford agreed to provide a list of relevant TSBs, SSMs, and General Service Bulletins, but objected to any broader search, citing the request’s overbroad nature and burden.  The information sought may assist in determining Defendant’s knowledge of the defect and its attempts to resolve the issue.  However, the request is overbroad in terms of geographic location and time.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California. 

 

The motion is GRANTED as to RPD No. 43.

 

RPD No. 45 (Executive summaries and reports regarding the 6-speed transmission issues): Ford refused to comply, arguing the request was overly broad, burdensome, and sought irrelevant documents without reasonable particularity.  The request shall be limited to the transmission defects at issue in this case for vehicles of the same make and model sold in California. 

 

The motion is GRANTED in part as to RPD No. 45.

 

RPD No. 46 (Organizational charts of departments involved in recalls, quality, or engineering): Ford objected, stating the request was overly broad, irrelevant, and burdensome. Ford also argued that organizational charts were not tied to any specific defect or the subject vehicle.  Plaintiff does not explain how organizational charts are relevant to the transmission defect at issue in this case. 

 

The motion is DENIED as to RPD No. 46.

 

RPD No. 56 (Documents used to evaluate repurchase requests under the Song-Beverly Consumer Warranty Act): Ford agreed to produce some documents but objected to the request's broadness, particularly regarding documents unrelated to the specific vehicle.  The Court determines that the request is overbroad.  It is unclear what Plaintiff is seeking, and the Court is under no obligation to fashion a more narrowly tailored request.     

 

The motion is DENIED as to RPD No. 56.

 

RPD No. 57 (Policies or procedures for issuing refunds or replacements under the Song-Beverly Act): Ford agreed to provide relevant documents but objected to the broader scope of the request, which sought irrelevant information not limited to the subject vehicle.  The Court determines that the request is within the proper scope of discovery.

 

The motion is GRANTED as to RPD No. 57.

 

RPD No. 58 (Training manuals related to lemon law repurchase requests): Ford objected to this request, citing its broad and burdensome nature. The request was not limited to relevant documents or specific issues at hand.  The request shall be limited to training manuals since 2021 concerning vehicles sold in California.  If Defendant does not use training manuals specific to California, then it shall produce any training manuals it uses nationwide. 

 

The motion is GRANTED in part as to RPD No. 58.

 

RPD No. 68 (Documents regarding lemon law provided to employees): Ford agreed to produce some documents, including the Owner’s Manual and Warranty Guide, but objected to the broader request as overly broad and irrelevant.  The Court determines that the request is overbroad. 

 

The motion is DENIED as to RPD No. 68.

 

RPD No. 69 (Document retention policies): Ford objected, stating the request was overly broad, unduly burdensome, and irrelevant without any specific concerns about document preservation.  Plaintiff has not explained why the request is relevant to the issues in this case. 

 

The motion is DENIED as to RPD No. 69.

 

RPD No. 73 (Recall policies and procedures): Ford agreed to comply in part, by providing documents found through a reasonable search, as long as no objections apply. It pointed out that it follows federal regulations for recall notifications, which are publicly available, and that its OASIS system alerts dealerships to open recalls when a vehicle’s VIN is entered. However, Ford objected to the request as being too broad, burdensome, and seeking irrelevant information, since it is not limited to the subject vehicle or relevant timeframes and issues.

 

The Court finds that further responses are not warranted as the documents that Defendant has stated it will produce are sufficiently responsive to this request.

 

The motion is DENIED as to RPD No. 73.

 

RPD No. 77 (Communications with suppliers regarding the transmission defect): Ford refused to comply on the grounds that the request was overly broad, lacked specificity, and was irrelevant to the case. Additionally, Ford claimed that the request may involve privileged information protected by attorney-client privilege or work product doctrine.

 

The Court finds this request to be relevant to the issues in this case, specifically whether Ford was aware of the defect and how it addressed it. These documents could provide insight into the design, manufacturing, and possible issues identified by suppliers that contributed to the transmission defects. However, the request is overbroad as to time and not limited to the issues in this case.  The request shall be limited to communications beginning in 2018 regarding the transmission defect at issue in this case. 

 

The motion is GRANTED in part as to No. 77.

 

RPD 82 and No. 83 (Documents and communications with part suppliers regarding transmission defects): Ford objected, stating that the requests were overly broad and not limited to relevant issues or timeframes.  The requests shall be limited to communications beginning in 2018 regarding the transmission defect at issue in this case. 

 

The motion is GRANTED in part as to Nos. 82 and 83.

 

Given that some of the requests are entitled to further responses, the Court denies Defendant’s request for sanctions.