Toomey v. Arizona, State of

District Court, D. Arizona·Decided August 27, 2021·No. 4:19-cv-00035·Unknown

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA 8 Russell B. Toomey, ) 9 ) CV 19-0035-TUC-RM (LAB) Plaintiff, ) 10 v. ) ) ORDER 11 State of Arizona; Arizona Board of Regents,) d/b/a University of Arizona, a governmental) 12 body of the State of Arizona; et al., ) ) 13 Defendants. ) _____________________________________ ) 14 Pending before the court is the plaintiff’s motion, filed on June 4, 2021, to compel 15 production of documents. (Doc. 202) The Office of the Governor, Douglas A. Ducey, filed a 16 response on June 18, 2021. (Doc. 208) The plaintiff, Russell B. Toomey, filed a reply on June 17 25, 2021. (Doc. 210) The court held a hearing on the motion on August 11, 2021. (Doc. 237) 18 On February 17, 2021, Toomey served on the Governor’s Office a subpoena “seeking 19 documents and information regarding surgery to treat gender dysphoria . . . including insurance 20 coverage for such surgeries in health insurance plans administered by the Arizona Department 21 of Administration, Medicaid, Medicare and any other government health care program.” (Doc. 22 202, p. 5) (punctuation modified) The Governor’s Office produced some documents but 23 withheld others. (Doc. 202, pp. 5-7) In the pending motion, Toomey seeks an order from this 24 court compelling production of 17 of those withheld documents. (Doc. 202, p. 7) He maintains 25 that those documents are relevant and not privileged under either the executive communications 26 privilege or the deliberative process privilege. Id. 27 28 1 The motion will be granted. The documents are relevant on the issue of intent. Neither 2 the executive communications privilege nor the deliberative process privilege precludes their 3 disclosure. 4 5 Discussion 6 The plaintiff in this action, Russell B. Toomey, is an associate professor employed at the 7 University of Arizona. (Doc. 86, p. 5) (Amended Complaint) He receives health insurance 8 from a self-funded health plan (“the Plan”) provided by the State of Arizona. (Doc. 86, pp. 3, 9 8) The Plan generally provides coverage for medically necessary care. (Doc. 86, p. 8) There 10 are coverage exclusions, however, one of which is for “gender reassignment surgery” (“the 11 Exclusion”). (Doc. 86, p. 9) 12 Toomey is a transgendered man. (Doc. 86, p. 9) “[H]e has a male gender identity, but 13 the sex assigned to him at birth was female.” Id. Toomey has been living as a male since 2003. 14 Id. His treating physicians have recommended that he receive a hysterectomy as a medically 15 necessary treatment for his gender dysphoria. Id. Toomey sought medical preauthorization for 16 a total hysterectomy, but he was denied under the Plan’s exclusion for gender reassignment 17 surgery. (Doc. 86, p. 10) 18 On January 23, 2019, Toomey brought the pending class action in which he argues the 19 Plan’s Exclusion is sex discrimination under Title VII of the Civil Rights Act of 1964 and a 20 violation of the Equal Protection Clause of the Fourteenth Amendment. (Doc. 1); (Doc. 86) 21 This action is currently in the discovery stage. Toomey has uncovered evidence that the 22 Arizona Department of Administration considered removing the Exclusion in 2016 but “the 23 Governor’s Office . . . played a key role in the State Defendants’ decision to maintain the 24 Exclusion.” (Doc. 202, p. 3) 25 On February 17, 2021, Toomey served on the Governor’s Office a subpoena “seeking 26 documents and information regarding surgery to treat gender dysphoria . . . including insurance 27 coverage for such surgeries in health insurance plans administered by the Arizona Department 28 1 of Administration, Medicaid, Medicare and any other government health care program.” (Doc. 2 202, p. 5) (punctuation modified) He seeks to discover whether “members of the Governor’s 3 Office acted with discriminatory intent when they made the decision to maintain the Exclusion 4 . . . .” (Doc. 202, p. 8 ) The Governor’s Office produced some documents but continues to 5 withhold 67 others. (Doc. 202, pp. 5-7) In the pending motion, Toomey seeks an order from 6 this court compelling production of 17 of those withheld documents. (Doc. 202, p. 7) The 7 Governor’s Office states that those withheld documents do not relate directly to the Plan 8 Exclusion that is the focus of Toomey’s lawsuit. They relate to other health plans such as 9 Medicare or Medicaid. Nevertheless, Toomey maintains that those 17 documents are relevant 10 and are not subject to either the executive communications privilege or the deliberative process 11 privilege as the Governor’s Office has alleged. Id. 12 Toomey moves to compel the production of these documents pursuant to Fed.R.Civ.P 13 45(d)(2)(B)(i). (Doc. 202, pp. 7-8) That Rule states that “the serving party may move the court 14 for the district where compliance [with his subpoena] is required for an order compelling 15 production or inspections.” Fed.R.Civ.P 45(d)(2)(B)(i); see also Fed. R. Civ. P. 37(a)(3)(B)(iv) 16 (“A party seeking discovery may move for an order compelling . . . production . . . if . . . a party 17 fails to produce documents.”). 18 In general, “[p]arties may obtain discovery regarding any nonprivileged matter that is 19 relevant to any party’s claim or defense and proportional to the needs of the case, considering 20 the importance of the issues at stake in the action, the amount in controversy, the parties’ 21 relative access to relevant information, the parties’ resources, the importance of the discovery 22 in resolving the issues, and whether the burden or expense of the proposed discovery outweighs 23 its likely benefit.” Fed. R. Civ. P. 26(b)(1). Relevancy for the purpose of the rule “has been 24 construed broadly to encompass any matter that bears on, or that reasonably could lead to other 25 matter that could bear on, any issue that is or may be in the case.” In re Williams-Sonoma, Inc., 26 947 F.3d 535, 539 (9th Cir. 2020). 27 28 1 The court concludes first that the documents are relevant pursuant to Rule 26(b)(1). A 2 major issue in this case is whether the defendants intentionally discriminated against 3 transgender individuals when establishing or maintaining the Plan Exclusion. Toomey has 4 uncovered evidence that “the Governor’s Office . . . played a key role in the State Defendants’ 5 decision to maintain the Exclusion.” (Doc. 202, p. 3) It is therefore reasonable for Toomey to 6 seek documents from the Governor’s Office on the issue of intent. 7 The Governor’s Office argues that the documents are not relevant because they do not 8 relate specifically to the Plan Exclusion that is the subject of the pending litigation. Instead, 9 they relate to “surgery to treat gender dysphoria” and “insurance coverage for such surgeries in 10 health insurance plans administered [not only] by the Arizona Department of Administration 11 [but also by] Medicaid, Medicare and any other government health care program.” (Doc. 202, 12 p. 5) They assert that documents that relate to other insurance plans such as Medicaid or 13 Medicare will add nothing to Toomey’s inquiry as to whether the Plan Exclusion is the product 14 of intentional discrimination. 15 Toomey maintains that the documents sought are still relevant on the issue of intent even 16 if they do not relate specifically to the Plan Exclusion. And the court agrees. Evidence of a 17 pattern of discriminatory animus revealed in connection with a different insurance coverage 18 could be relevant to establish intentional discrimination in the pending action. See 19 Fed.R.Evid.404(b) (Evidence of other acts may be admitted on the issue of motive or intent.).

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