Tijerina v. Alaska Airlines, Inc.

District Court, S.D. California·Decided November 7, 2022·No. 3:22-cv-00203·Unknown

Opinion

1 2 3 4 5 6 7 10 11 Beatriz TIJERINA, Case No.: 22-cv-00203-JLS-BGS

12 Plaintiff, DISCOVERY DISPUTE ORDER 13 v. 14 ALASKA AIRLINES, INC., [ECF No. 30] 15 Defendant. 16 18 On February 14, 2022, this case was removed to the Southern District of California. 19 (ECF No. 1.) In the Complaint, Plaintiff Beatriz Tijerina indicated that “[i]n or around 20 March 2018, Plaintiff[ ] began working for Defendants as a customer service agent” at the 21 San Diego airport. (ECF No. 1-2 at 8.) The Plaintiff indicated that she “typically worked 22 between 3 A.M. and 9 A.M.” (Id.) 23 Plaintiff contends that during her employment for Defendant at the San Diego 24 airport, one of Defendant’s lead customer service agents, Mark Buenaflor, allegedly 25 sexually harassed Plaintiff repeatedly. (Id. at 8–11.) Plaintiff alleged that “Mr. Buenaflor’s 26 sexually harassing conduct continue[d] through or around December 2018 after [Plaintiff] 27 continued to report the conduct to her other managers, her union representative, and HR.” 28 (Id. at 9.) Eventually, Plaintiff indicated that she “filed a charge of sexual harassment and 1 discrimination with the EEOC” on or about November 2, 2019, who investigated the 2 matter. (Id. at 10.) “On December 23, 2021, the EEOC closed the file and issued Ms. 3 Tijerina her right-to-sue.” (Id.) Plaintiff allegedly continued to face harassment and 4 retaliation until she was constructively terminated on January 29, 2020. (Id. at 11.) 5 In her complaint, Plaintiff raised the following causes of action: Quid pro quo Sexual 6 Harassment; Hostile Work Environment - Sexual Harassment; Disparate Treatment; 7 Failure to Prevent Harassment, Retaliation and Discrimination; Negligent Retention; 8 Negligent Infliction of Emotional Distress; and Constructive Wrongful Termination in 9 Violation of Public Policy. (See id. at 11–19.) 10 On February 14, 2022, Defendant filed its answer, which presented twenty-two 11 separate defenses. (ECF No. 2.) On May 11, 2022, the Court held an Early Neutral 12 Evaluation Conference and Case Management Conference, which did not settle, and issued 13 a Scheduling Order. (ECF Nos. 15, 16.) 14 On October 13, 2022, the Court ordered the parties to submit a Joint Brief that 15 addressed their discovery disputes regarding Plaintiff’s RFPs and ROGs. (ECF No. 28.) 16 On October 20, 2022, the parties filed their Joint Brief Regarding the Discovery Dispute. 17 (ECF No. 30.) The Court will address the parties’ positions during the analysis of the 18 disputes. 20 Rule 26(b)(1) provides that “[p]arties may obtain discovery regarding any non- 21 privileged matter that is relevant to any party’s claim or defense and proportional to the 22 needs of the case, considering the importance of the issues at stake in the action, the amount 23 in controversy, the parties’ relative access to relevant information, the parties’ resources, 24 the importance of the discovery in resolving the issues, and whether the burden or expense 25 of the proposed discovery outweighs its likely benefit.” Fed. R. Civ. P. 26(b)(1). 26 “District courts have broad discretion in controlling discovery” and “in determining 27 relevancy.” Laub v. Horbaczewski, 331 F.R.D. 516, 521 (C.D. Cal. 2019) (citing Hallett v. 28 1 Morgan, 296 F.3d 732, 751 (9th Cir. 2002) and Surfvivor Media, Inc. v. Survivor Prods., 2 406 F.3d 625, 635 (9th Cir. 2005)). 3 Rule 26(b)(2) also requires the court, on motion or on its own, to limit the frequency 4 or extent of discovery otherwise allowed by the rules if it determines that (1) “the discovery 5 sought is unreasonably cumulative or duplicative, or can be obtained from some other 6 source that is more convenient, less burdensome, or less expensive;” (2) “the party seeking 7 discovery has had ample opportunity to obtain the information by discovery in the action;” 8 or (3) “the proposed discovery is outside the scope permitted by Rule 26(b)(1).” Fed. R. 9 Civ. P. 26(b)(2)(C)(i)-(iii). 10 The Advisory Committee emphasized that in adding the proportionality language to 11 Rule 26(b)(1) “the objective is to guard against redundant or disproportionate discovery” 12 and “to encourage judges to be more aggressive in identifying and discouraging discovery 13 overuse.” Fed. R. Civ. P. 26, Advisory Committee’s note to 2015 amendment. 15 A. Requests for Production (“RFP”) Disputes – “Me Too” Evidence 16 1. Discovery in Dispute 17 a. Concerning Requests for Complaints 18 After meeting and conferring, the parties indicated that Plaintiff agreed to narrow 19 RFP Nos. 1–4 to documents that evidence: 20 Any complaints regarding sexual harassment, sexual conduct, sex discrimination, or sex-based retaliation from January 1, 2017 to the present 21 arising at Alaska’s San Diego Airport location. 22 (ECF No. 30 at 3.) Defendant claimed to have already “produced all formal complaints 23 against Mark Buenaflor from its reporting system and confirmed that no such documents 24 exist in that reporting system concerning Jeff Umali and Alvin Atienza from January 1, 25 2017 until January 29, 2020 (the day Plaintiff resigned).” (Id. at 3–4.) The parties 26 represented that Defendant has already agreed to “search the email accounts of fourteen 27 agreed upon employees for seventeen agreed upon search terms to identify any additional 28 1 Atienza (for the same time frame).” (Id. at 4.) However, the parties indicated that 2 Defendant did not agree “to perform this same search for complaints concerning any 3 employees other than Buenaflor, Umali, and Atienza.” (Id.) 4 b. Concerning Requests for Investigation Records 5 The parties also met and conferred as to Plaintiff’s RFP Nos. 34–37. (Id.) The 6 parties also indicated that Plaintiff agreed to narrow these requests to documents that 7 evidence: 8 Any investigative records concerning complaints regarding sexual harassment, sexual conduct, sex discrimination, or sex-based retaliation from 9 January 1, 2017 to the present arising at Alaska’s San Diego Airport location 10 (Id. at 4–5.) Defendant claimed to have “produced the investigation records pertaining to 11 the complaints [ ] concerning Mark Buenaflor” and indicated that “no such documents 12 exist as they relate to Jeff Umali or Alvin Atienza.” (Id. at 5.) The parties also indicated 13 that Defendant did not agree “to perform this same search for any investigation records 14 pertaining to complaints made against any employees other than Buenaflor, Umali, and 15 Atienza.” (Id.) 16 2. Analysis 17 Plaintiff argued that complaints of sexual harassment, discrimination, and retaliation 18 from Defendant’s employees are discoverable due to this information likely leading to 19 admissible evidence. (ECF No. 30 at 9.) Plaintiff seeks complaints against indirect bad 20 actors filed by employees other than Plaintiff in the same work environment, also referred 21 to as “me-too” complaints, to prove that Defendant, through its managers and HR 22 representatives, had the requisite discriminatory intent and/or knew or should have known 23 of the sexually hostile environment. (Id. at 11.) Plaintiff indicated that it is tasked with 24 establishing that upper managers and/or HR knew or should have known of the sexually 25 harassing or discriminatory environment and failed to present or correct it. (Id.

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