Payne v. Raytheon Technologies Corp

District Court, N.D. Texas·Decided January 28, 2025·No. 3:22-cv-02675·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF TEXAS DALLAS DIVISION MARIAN PAYNE, LATOYA § STUART, SYLVIA MATTHEWS, § and BILLY KELLY, § § Plaintiffs, § § V. § No. 3:22-cv-2675-BN § RAYTHEON TECHNOLOGIES § CORP., § § Defendant. § MEMORANDUM OPINION AND ORDER Background The remaining four Plaintiffs, Billy Kelly, Sylvia Matthews, Marian Payne, and Latoya Stuart, seek the deposition testimony of Defendant Raytheon Company under Federal Rule of Civil Procedure 30(b)(6). The parties’ counsel conferred on September 19, 2024 as to Plaintiffs’ Amended Notice of Intent to Take the Oral Deposition of a Corporate Representative, which included 82 topics. The parties’ counsel agreed on 5 topics, and Plaintiffs removed 5 topics. And, then, Raytheon’s Motion for Protection Regarding Plaintiffs’ Proposed Rule 30(b)(6) Deposition Topics [Dkt. No. 135] presented its objections to the remaining 72 topics for the Court’s resolution through a 103-page joint report filed as the Court’s Standing Order on Discovery and Other Non-Dispositive Motions [Dkt. -1- No. 115] requires. See Dkt. No. 135-1. The Court then ordered that, because it is apparent that the parties can and should agree to a much shorter, narrowed list of topics that incorporates the matters

on which the parties have landed on agreement and the matters that Plaintiffs have agreed to remove or narrow and that drops objections that Raytheon is not standing on in agreeing to a narrower topic, the parties’ counsel are directed to confer again and file an Amended Joint Report Regarding Discovery Dispute that accomplishes that goal and does not add entirely new topics or objections. See Dkt. No. 139. The parties’ counsel did so, and Raytheon filed an Amended Motion for Protection Regarding Plaintiffs’ Proposed Rule 30(b)(6) Deposition Topics [Dkt. No.

143] along with an Amended Joint Report Regarding Discovery Dispute [Dkt. No. 143-1]. Legal Standards The Court has laid out the standards that govern a Federal Rule of Civil Procedure 26(c) motion for protective order will not repeat those standards here. See McKinney/Pearl Rest. Partners, L.P. v. Metro. Life Ins. Co., 322 F.R.D. 235, 242-45

(N.D. Tex. 2016). Under Federal Rules of Civil Procedure 30(b)(1) and 30(b)(6), “[a] party who wants to depose a person by oral questions must give reasonable written notice to every other party,” and, “[i]n its notice or subpoena, a party may name as the deponent a public or private corporation, a partnership, an association, a governmental agency, or other entity and must describe with reasonable particularity -2- the matters for examination.” FED. R. CIV. P. 30(b)(1), 30(b)(6). As most recently amended, Rule 30(b)(6) requires that, “[b]efore or promptly after the notice or subpoena is served, the serving party and the organization must

confer in good faith about the matters for examination.” FED. R. CIV. P. 30(b)(6). The Advisory Committee Notes to the amended provision explain that “[t]he process of conferring may be iterative”; that, “[c]onsistent with [Federal Rule of Civil Procedure] 1, the obligation is to confer in good faith about the matters for examination, but the amendment does not require the parties to reach agreement”; and that, “[i]n some circumstances, it may be desirable to seek guidance from the court.” The United States Court of Appeals for the Fifth Circuit has explained in this

context of a Federal Rule of Civil Procedure 30(b)(6) deposition of a corporate representative that “Rule 30(b)(6) is designed to avoid the possibility that several officers and managing agents might be deposed in turn, with each disclaiming personal knowledge of facts that are clearly known to persons within the organization and thus to the organization itself.” Brazos River Auth. v. GE Ionics, Inc., 469 F.3d 416, 432-33 (5th Cir. 2006) (cleaned up).

“Therefore, the deponent must make a conscientious good-faith endeavor to designate the persons having knowledge of the matters sought by [the party noticing the deposition] and to prepare those persons in order that they can answer fully, completely, unevasively, the questions posed ... as to the relevant subject matters.” Id. at 433 (cleaned up). And “[t]he duty to present and prepare a Rule 30(b)(6) designee goes beyond -3- matters personally known to that designee or to matters in which that designee was personally involved. The deponent must prepare the designee to the extent matters are reasonably available, whether from documents, past employees, or other sources.”

Id. (cleaned up). “For Rule 30(b)(6) to effectively function, the requesting party must take care to designate, with painstaking specificity, the particular subject areas that are intended to be questioned, and that are relevant to the issues in dispute.” Dennis v. United States, No. 3:16-cv-3148-G-BN, 2017 WL 4778708, at *7 (N.D. Tex. Oct. 23, 2017) (cleaned up). And, so, “Rule 30(b)(6) requires that a party seeking to depose an organization

‘must describe with reasonable particularity the matters for examination.’” Id. (quoting FED. R. CIV. P. 30(b)(6)). “Otherwise, an overly broad Rule 30(b)(6) notice may subject the noticed party to an impossible task. If the noticed organization cannot identify the outer limits of the areas of inquiry noticed, compliant designation is not feasible.” Id. (cleaned up). “The discovering party’s deposition notice is also subject to limitations under

[Federal Rule of Civil Procedure] 26,” including Federal Rule of Civil Procedure 26(b)(1)’s general provision “that a party may obtain discovery of any nonprivileged matter that is relevant to any party’s claim or defense and proportional to the needs of the case.” MC Trilogy Tex., LLC v. City of Heath, Tex., No. 3:22-cv-2154-D, 2024 WL 1641233, at *3 (N.D. Tex. Apr. 16, 2024) (cleaned up). “Under Rule 26(b)(1), [as amended,] discoverable matter must be both relevant -4- and proportional to the needs of the case – which are related but distinct requirements. To be relevant under Rule 26(b)(1), … information need not, by itself, prove or disprove a claim or defense or have strong probative force or value. If it were

otherwise, it would make little sense for Rule 26(b)(1) to direct courts to consider whether discovery that is relevant to any party’s claim or defense is also important in resolving the issues.” Baker v. Walters, 652 F. Supp. 3d 768, 778 (N.D. Tex. 2023) (cleaned up). But a topic seeking information that is relevant to any party’s claim or defense still must also “comply with Rule 26(b)(1)’s proportionality limits.” VeroBlue Farms USA Inc. v. Wulf, 345 F.R.D. 406, 418 (N.D. Tex. 2021) (cleaned up). And Federal Rule of Civil Procedure “26(b)(2)(C) also provides that a court

must limit the frequency or extent of discovery otherwise allowed by the Federal Rules of Civil Procedure

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Payne v. Raytheon Technologies Corp, (N.D. Tex. 2025).

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