Judge: Stephen I. Goorvitch, Case: 22STCV08529, Date: 2023-03-30 Tentative Ruling

Case Number: 22STCV08529    Hearing Date: March 30, 2023    Dept: 39

Joe Phem v. Office Depot, LLC, et al.

Case No. 22STCV08529

Motion to Compel Further Responses

 

            Plaintiff Joe Phem (“Plaintiff”) filed this wrongful termination case against Office Depot, LLC (“Defendant”).  Now, Plaintiff moves to compel further responses to Requests for Production of Documents, Set One (“RPD”).  The motion is granted in part and denied in part.  

 

Many of Defendant’s responses do not comply with Code of Civil Procedure section 2031.220, which requires defendant to make clear whether the documents “in the possession, custody, or control of [Defendant]” will be produced “in whole or in part.”  Defendant merely states that certain documents will be produced without making the necessary certification.  For example, in response to RPD #1, Defendant states that it will produce “Plaintiff’s annual performance evaluations and Plaintiff’s written disciplinary records” without making clear that all performance reviews are being produced.

 

The Court rules as follows:

 

RPD #1 – Granted

 

RPD #2 – Granted

 

RPD #3 – Granted in part; denied in part.  Defendant shall produce copies of personnel, human resource and employee handbooks that applied to Plaintiff specifically (and not every employee). 

 

RPD #4 -  Granted in part; denied in part.  Defendant shall produce copies of any rules and policies that applies to Plaintiff specifically (and not every employee).

 

RPD #5 – Denied.  This request is vague and overbroad.  Defendant is only required to produce Plaintiff’s employment application and onboarding documents, so the response is code-compliant. 

 

RPD #6 – Granted in part; denied in part.  This request is overbroad, as it seeks every email and hard copy letter/note that Plaintiff sent to all “representatives, affiliates, employees, agents or assigns, and any representatives or persons acting or authority to act on their behalf.”  In other words, Plaintiff seeks every written communication between Plaintiff and anyone else who worked for Defendant for over 25 years.  Defendant shall produce Plaintiff’s personnel file and all correspondence contained therein.  Defendant also shall produce all correspondence between Plaintiff and Defendant concerning the following issues: (1) Any medical issue or condition, including both physical and mental conditions; (2) Any request for accommodation; (3) Any leave of absence or absence for medical reasons; and (4) His resignation, retirement, job abandonment, or termination.  The motion is denied in all other respects.

 

RPD #7 – Granted in part; denied in part.  Defendant shall produce any policies and procedures over the past five years concerning the reasonable accommodations process. 

 

RPD #8 – Granted in part; denied in part.  Defendant shall produce all policies and procedures over the past five years concerning leaves of absence.

 

RPD #9 – Granted in part; denied in part.  Defendant shall produce all policies and procedures over the past five years concerning discrimination.

 

RPD #10 – See above.

 

RPD #11 – See above.

 

RPD #12 – See above.

 

RPD #15 – The Court will not order Defendant to reveal communications about other employees without providing the employees notice and an opportunity to opt out of the disclosure of their identities and contact information, under Belaire-West Landscape, Inc. v. Superior Court (2007) 149 Cal.App.4th 554.  Accordingly, the Court orders Defendant to redact any identifying information regarding its employees in these responses unless the parties comply with the Belaire-West notice process. 

 

RPD #17 – Granted in part; denied in part.  Defendant shall produce Plaintiff’s personnel file, as well as all performance evaluations and disciplinary records; Plaintiff’s complete salary history and summary of benefits; and a summary of his job duties for every position he held.

 

RPD #18 – See above.

 

RPD #31 – See above. 

 

RPD #32 – See above.

 

RPD #33 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #34 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #35 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #36 – See above.

 

RPD #37 – See above.

 

RPD #38 – See above.

 

RPD #39 – Granted.  Defendant shall produce all documents concerning any reasonable accommodation that Plaintiff requested, and/or that Defendant discussed or considered.

 

RPD #40 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #41 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #42 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #44 – See above.

 

RPD #48 – Granted.  Defendant shall produce all communications concerning Plaintiff’s medical condition and any related leave during his employment, regardless of whether Plaintiff was a party to the communication.

 

RPD #49 – Granted.  Defendant shall produce all communications concerning Plaintiff’s disabilities and any request for accommodation, regardless of whether Plaintiff was a party to the communication.

 

RPD #50 – See above.

 

RPD #53 – See above.

 

RPD #60 – Granted.  Defendant shall produce any policies concerning the discipline and termination of employees.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #61 – See above.

 

RPD #62 – Granted in part; denied in part.  This request is overbroad and may include every email that a supervisor sent to Plaintiff over the course of 25 years of employment.  Defendant shall produce every evaluation and disciplinary record of Plaintiff.

 

RPD #63 – See above.

 

RPD #64 – See above.

 

RPD #65 – Granted.  Defendant shall make clear whether the specified documents are responsive “in whole or in part.”

 

RPD #66 – See above

 

RPD #67 – Denied.  This request is vague and overbroad and is not conducive to electronic search terms to retrieve electronically stored information.  Plaintiff will receive relevant documents in response to other RPDs.  Therefore, this request is denied.   

 

RPD #68 – Denied.  This request is vague and overbroad and is not conducive to electronic search terms to retrieve electronically stored information.  Plaintiff will receive relevant documents in response to other RPDs.  Therefore, this request is denied.

 

RPD #70 – Denied.  This request is vague and overbroad and is not conducive to electronic search terms to retrieve electronically stored information.  Plaintiff will receive relevant documents in response to other RPDs.  Therefore, this request is denied.

 

RPD #71 – Granted in part; denied in part.  Defendant shall produce all documents and communications concerning Plaintiff’s resignation, retirement, job abandonment, or termination.

 

RPD #73 – The Court will not order Defendant to reveal communications about other employees without providing the employees notice and an opportunity to opt out of the disclosure of their identities and contact information, under Belaire-West Landscape, Inc. v. Superior Court (2007) 149 Cal.App.4th 554.  Accordingly, the Court orders Defendant to redact any identifying information regarding its employees in these responses unless the parties comply with the Belaire-West notice process. 

 

RPD #76 – Granted.  Defendant shall produce all documents concerning benefits received by Plaintiff, including disability benefits. 

 

RPD #77 – Granted.  Defendant shall produce all non-privileged communications with third-party claims administrators, claims managers, and/or companies that process disability/employment claims regarding Plaintiff. 

 

RPD #78 – See above.

 

Based upon the foregoing, the Court orders as follows:

 

1.         Defendant shall provide code-compliant responses within thirty (30) days.

 

2.         Both parties’ requests for sanctions are denied.  The record reflects a good-faith effort to resolve the dispute, but Defendant’s responses were not code-compliant in many respects, and Plaintiff’s requests were overbroad and duplicative in many respects.  Therefore, any award of sanctions would be unjust.

 

3.         Plaintiff shall provide notice and file proof of such with the Court.