Altemus v. Amazon.com Services
- Proceeding
- district
- Area
- civil
- Panel
- Bernard G. Skomal (author)
Analysis
The court resolved a discovery dispute regarding Plaintiff's motion to compel site inspections of three Amazon distribution facilities and Defendant's motion to seal Plaintiff's medical records. The court granted the motion to seal and granted the motion to compel in part, allowing Plaintiff to enter the facilities to take photographs but prohibiting video or 3D scanning.
| What the court decided | The model |
|---|---|
Defendant's Motion to Seal“Defendant’s motion to seal is GRANTED.” | agree with court The court correctly applied the 'good cause' standard under Rule 26(c) for non-dispositive motions. The court reasoned that because medical privacy is a compelling reason for sealing, it necessarily satisfies the lower good cause standard. This logic is legally sound and consistent with Ninth Circuit precedent regarding the protection of medical records. |
Plaintiff's Motion to Compel (Site Inspections)“Plaintiff's motion is GRANTED IN PART. Plaintiff shall be allowed to enter three facilities where he worked to photograph locations where he allegedly worked and equipment he allegedly reported. Plaintiff shall not be allowed to take video of or scan with 3D while he is inside the facilities.” | agree with court The court correctly identified that Rule 34 requests must be proportional and that site inspections carry greater burdens than document production. The court found the inspection relevant to the accommodation claim because the Plaintiff alleged duties not listed in the job description. For the retaliation claim, the court noted the complaint was conclusory but exercised broad discretion to allow limited discovery. The restriction on video/3D scanning was a reasonable proportionality measure to balance the Plaintiff's need for visual evidence against the Defendant's operational and proprietary concerns. |
The order itself: sound — The order is procedurally correct and substantively sound. It correctly distinguishes the standards for sealing documents in non-dispositive motions. For the discovery dispute, it properly applies the proportionality factors of Rule 26(b)(1) and the specific requirements of Rule 34. The court effectively balances the Plaintiff's need to prove the nature of his job duties and the locations of alleged safety hazards against the Defendant's burden and proprietary interests by allowing still photography but denying video and 3D scanning. The reliance on *Soler* and *Skazzi3* supports the limitation on the scope of the inspection.
Opinion
1 2 3 4 5 6 7 8 UNITED STATES DISTRICT COURT 9 SOUTHERN DISTRICT OF CALIFORNIA 10 11 JADIAN ALTEMUS, Case No.: 22-cv-01275-DMS-BGS 12 Plaintiff, ORDER: 13 v. (1) GRANTING IN PART 14 AMAZON.COM SERVICES LLC, PLAINTIFF’S MOTION TO 15 Defendant. COMPEL, AND 16 (2) GRANTING DEFENDANT’S 17 MOTION TO SEAL 18 [ECF 21, 23] 19 20 The parties placed a joint call to Chambers on June 23, 2023, with a discovery 21 dispute regarding requests by Jadian Altemus, Plaintiff, to enter and inspect three 22 distribution facilities of Amazon.com Services LLC, Defendant, which are in San Diego 23 County, under Federal Rule of Civil Procedure 34. (See ECF 20.) Plaintiff had worked at 24 the facilities for just over a year. (Altemus Decl., ECF 21-3.) According to Defendant, 25 Plaintiff seeks to provide five individuals with photographic, video, and other imaging 26 equipment “unfettered access to a large warehouse employing hundreds [sic] conveyer 27 belts, vehicles, and other machinery actively sorting, packing, and shipping thousands of 28 consumer products in a process unique to Amazon.” (ECF 22 at 5.) 1 In accordance with the Court’s instruction, on June 30, 2023, and July 7, 2023, the 2 parties filed briefs regarding the dispute. (See ECF 20, 21, 23.) Defendant has also filed a 3 motion to seal medical records of Plaintiff that were provided to Defendant, medical 4 records that have been attached as Exhibit B to the Declaration of Vanessa K. Ing in 5 Support of Defendant’s Opposition. (ECF 23.) For the following reasons, Plaintiff’s 6 motion is GRANTED IN PART and Defendant’s motion is GRANTED. 7 I. DEFENDANT’S MOTION TO SEAL 8 Parties seeking to seal documents in a non-dispositive motion must show “a lesser 9 particularized showing under the good cause standard pursuant to Federal Rule of Civil 10 Procedure 26(c).” Bovier v. Bridgepoint Ed./Ashford Univ., No. 3:17-cv-01052-GPC- 11 JMA, 2018 WL 11411260, *1 (S.D. Cal. June 27, 2018). A request to seal documents in a 12 dispositive motion requires that parties meet “the high threshold requiring compelling 13 reasons with specific factual findings to support a sealing.” Id. The Rule 34 motion at 14 issue here is not case-dispositive. Thus, the good cause standard applies to the motion to 15 seal. Because courts have held that “the need to protect medical privacy has qualified as a 16 compelling reason for sealing records,” id. at 2, the need to protect Plaintiff’s medical 17 records in this case meets the lower, good cause, standard. Defendant’s motion to seal is 18 GRANTED. 19 II. PLAINTIFF’S MOTION TO COMPEL 20 A. LEGAL STANDARDS 21 “A party may serve on any other party a request within the scope of Rule 26(b) . . . 22 to permit entry onto designated land or other property possessed or controlled by the 23 responding party, so that the requesting party may inspect, measure, survey, photograph, 24 test, or sample the property or any designated object or operation on it.” Fed. R. Civ. P. 25 34(a)(2). The request “must describe with reasonable particularity each item or category 26 of items to be inspected,” “must specify a reasonable time, place, and manner for the 27 inspection and for performing the related acts,” and “may specify the form or forms in 28 1 which electronically stored information is to be produced.” Fed. R. Civ. P. 34(b)(1). Under 2 Federal Rule of Civil Procedure 26(b), 3 Parties may obtain discovery regarding any nonprivileged matter that is relevant to any party’s claim or defense and proportional 4 to the needs of the case, considering the importance of the issues 5 at stake in the action, the amount in controversy, the parties’ relative access to relevant information, the parties’ resources, the 6 importance of the discovery in resolving the issues, and whether 7 the burden or expense of the proposed discovery outweighs its likely benefit. Information within this scope of discovery need 8 not be admissible in evidence to be discoverable. 9 Fed. R. Civ. P. 26(b)(1). “‘Since entry upon a party’s premises may entail greater burdens 10 and risks than mere production of documents, a greater inquiry into the necessity for 11 inspection would seem warranted.’” Keith H. v. Long Beach Unified Sch. Dist., 228 F.R.D. 12 652, 655, 659 (C.D. Cal. May 18, 2002) (quoting Belcher v. Bassett Furniture Indus., Inc., 13 588 F.2d 904, 908 (4th Cir. 1978) (granting a motion for an on-site inspection of a school 14 after reasoning that the inspection would enhance understanding of that school as compared 15 to a public school, which was relevant to the plaintiff’s allegations). “A Rule 34 request 16 for ‘unrestricted access’ to a party’s ‘corporate headquarters’ is ‘overly broad on its face.’” 17 Skazzi3 Capital Ltd. v. Pathway Genomics Corp., No. 18cv317-BEN(KSC), 2020 WL 18 1048893, *3 (S.D. Cal. Mar. 3, 2020) (quoting Schwab v. Wyndham Int’l, Inc., 225 F.R.D. 19 538-539 (N.D. Tex. 2005)). “A party may videotape his site inspection, if the benefit of 20 the videotape to the inspecting party outweighs the burden on the inspected party.” Soler 21 v. Cty. of San Diego, No. 14cv2470-MMA (RBB), 2016 WL 3460255, *4 (S.D. Cal. June 22 24, 2016) (holding that the plaintiff was permitted to take still photography during the site 23 inspection but could not make audio or video recordings of the inspection). 24 B. PARTIES’ ARGUMENTS 25 Plaintiff requested the inspections for two reasons: (1) because they would “collect 26 evidence necessary to clearly demonstrate to the jury the myriad technical essential 27 functions of Plaintiff’s job that he was at all times able to perform the [sic] functions, with 28 1 or without accommodations,” and (2) because the requests were “likely to yield evidence 2 that will aid the jury to assessing the nature and validity of the numerous health and safety 3 complaints that Plaintiff submitted to his manager . . . .” (Guha Decl., ECF 21-2 at 3.) 4 Plaintiff asserts nine claims in his complaint, including in relevant part, claims for 5 Failure to Provide a Reasonable Accommodation and Whistleblower Retaliation. (See 6 ECF 1-2 at 2, 6-7, 10-11, 19-20.) Plaintiff’s allegations include, in relevant part, that 7 Defendant instituted a No-Sitting Rule, and then informed Plaintiff that Defendant would 8 be unable to accommodate Plaintiff’s request for a disability accommodation because 9 Plaintiff often had to sit and would need to continue to sit occasionally while working. (Id. 10 at 6.) Plaintiff’s Whistleblower Retaliation claim alleges that the California Labor Code 11 prohibits an employer from retaliating against an employee who has disclosed information 12 regarding noncompliance with federal, state, or local statutes or regulations. (Id. at 11.) 13 Plaintiff emphasizes that site inspections are necessary because he “is the only 14 person who knows the exact locations where he worked and the safety violations he 15 reported.” (ECF 21-1 at 5.) For that reason, Defendant’s offer to provide a job description 16 of Plaintiff’s position is inadequate to show what Plaintiff’s job duties were. (Id. at 2.) 17 According to Plaintiff, he had job duties not listed on the job description for his position, 18 and he often worked on his own and unsupervised. (Id.) Plaintiff also argues that he is the 19 only person who can identify the location of the dangerous conditions he reported during 20 the months before his termination. (Id.) 21 Defendant responds that Plaintiff’s site inspection requests do not meet the 22 requirements of Rule 26. Defendant argues that Plaintiff has emphasized two of his claims 23 in arguing that the site inspections are relevant—accommodation and retaliation. (ECF 22 24 at 3.) Defendant argues that Plaintiff’s “comprehensive presentation regarding his unique 25 and varied work duties,” is not relevant to either claim. (Id.) 26 First, Defendant states that a failure to accommodate claim requires that Plaintiff 27 suffered a disability, that he was able to perform all essential functions of the job with or 28 without a reasonable accommodation, and that Defendant failed to reasonably 1 accommodate his restrictions. (Id.) Defendant then cites the job description for Plaintiff’s 2 job, which required that Plaintiff stand and walk during shifts lasting up to 12 hours. (Id. 3 at 3-4.) Defendant cites a medical record stating that Plaintiff cannot walk or stand more 4 than four hours a day or lift more than 30 pounds. (Id. at 4.) Defendant then alludes to 5 Plaintiff not being able to perform an essential part of his job, which, according to 6 Defendant, is walking and standing throughout 10-to-12-hour shifts. (Id.) 7 Next, Defendant states that a retaliation claim requires that Plaintiff engaged in 8 protected complaints that caused his termination. (Id.) Defendant argues that Plaintiff’s 9 complaint does not allege complaints about unsafe equipment at Amazon facilities, and 10 that Plaintiff’s motion belatedly asserts that he reported a variety of safety hazards to 11 Defendant.1 (Id.) 12 Defendant also argues that five people accessing three facilities to photograph, take 13 video of, and scan with 3D of areas at the three sites is not necessary to provide a visual 14 representation of the equipment at issue. (Id. at 5.) Defendant has offered to provide 15 Plaintiff with floor maps of the facilities and photographs and diagrams of the equipment. 16 (Id.) Defendant argues that permitting the site inspections would pose a significant risk to 17 operations, safety, and proprietary information. (Id.) 18 C. ANALYSIS AND CONCLUSION 19 The Court agrees with Plaintiff that information Plaintiff’s Rule 34 requests seek in 20 relation to his Failure to Provide a Reasonable Accommodation claim is relevant under 21 Rule 26 as a foundational issue to this claim. In addition, because Plaintiff has argued that 22 (1) he had job duties not listed on the job description for his position, and (2) he often 23 worked on his own and unsupervised, the production of photographs and diagrams by 24 25 26 1 Plaintiff’s Whistleblower Retaliation claim alleges that the Labor Code prohibits 27 retaliation against an employee regarding disclosure of information about “noncompliance with or violation of federal, state, or local statutes or regulations.” (Compl. ¶ 52, ECF 1-2 28 1 Defendant cannot show the locations Plaintiff worked. Plaintiff must be permitted to 2 personally enter the sites. 3 The Court also agrees with Plaintiff that information Plaintiff’s Rule 34 requests 4 seek in relation to his Whistleblower Retaliation claim is relevant under Rule 26 to show 5 the safety hazards he allegedly reported to his supervisor. However, “a plaintiff seeking 6 discovery cannot rely upon vague or conclusory allegations in its complaint as a basis for 7 a motion to compel.” Valenzuela v. City of Calexico, No. 14-cv-481-BAS-PCL, 2015 WL 8 2184304, *3 (S.D. Cal. May 11, 2015) (denying a motion to compel discovery based on 9 conclusory allegations in support of claims that were merely a “formulaic recitation of the 10 elements” (quoting Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009)). Plaintiff’s Whistleblower 11 Retaliation claim does not allege that Plaintiff reported unsafe equipment at Defendant’s 12 facilities. (See Compl., ECF 1-2.) Plaintiff’s Whistleblower Retaliation claim contains 13 only “[t]hreadbare recitals of the elements of a cause of action,” Iqbal, 556 U.S. at 681, 14 including that the Labor Code prohibits retaliation against an employee regarding 15 disclosure of information about “noncompliance with or violation of federal, state, or local 16 statutes or regulations.” (See Compl. ¶ 52, ECF 1-2 at 10-11.) 17 Notwithstanding, district courts enjoy broad discretion in controlling discovery. See 18 Surfvivor Media, Inc. v. Survivor Prods., 406 F.3d 625, 635 (9th Cir. 2005). District courts 19 also have broad discretion to determine relevancy for discovery purposes. Id. The Court 20 finds that the requested discovery is relevant to Plaintiff’s Whistleblower Retaliation claim 21 and therefore will allow the site inspection, but with limitations. 22 The Court agrees with Defendant that giving unfettered access to the three facilities 23 to photograph, take video of, and scan with 3D is not necessary to provide a visual 24 representation of the locations where Plaintiff worked and the equipment, and places a 25 significant burden on Defendant by potential risks to operations, safety, and proprietary 26 information. See Fed. R. Civ. P. 26(b)(1) (“Parties may obtain discovery . . . that is . . . 27 proportional to the needs of the case, considering . . . whether the burden or expense of the 28 proposed discovery outweighs its likely benefit.”). 1 Thus, Plaintiff's motion is GRANTED IN PART. Plaintiff shall be allowed to enter 2 three facilities where he worked to photograph locations where he allegedly worked 3 || and equipment he allegedly reported. Plaintiff shall not be allowed to take video of or scan 4 || with 3D while he is inside the facilities. In addition, the parties shall meet and confer 5 || regarding “‘a reasonable time, place, and manner for the inspection[s].” See Fed. R. Civ. 6 || P. 34(b). 7 IT IS SO ORDERED. 8 ||Dated: July 28, 2023 : , p / ? on. Bernard G. Skomal 10 United States Magistrate Judge 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28