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N.D. Cal.Procedural orderFiled July 9, 2024

Bourgeois v. Pentec Health, Inc.

Judge
Haywood Gilliam
Docket
4:23-cv-06375
Court
U.S. District Court · Northern District of California
Pages
2
DiscoveryCivil Procedure
In one sentence

In Bourgeois v. Pentec Health, Inc., Judge Tse ordered Pentec to disclose its Rule 30(b)(6) witness two weeks before deposition, with limits on questioning.

Who this affects

Penny Bourgeois and Pentec Health, Inc., concerning the disclosure, scheduling, and conduct of the depositions.

What happened

In Bourgeois v. Pentec Health, Inc., Penny Bourgeois asked the court to require Pentec Health, Inc. to identify its corporate deposition witnesses before the deposition. Pentec offered to provide the names if Bourgeois agreed to depose those people in both corporate and individual capacities in one sitting.

The court ordered Pentec to disclose the corporate witness two weeks before the deposition. The parties must discuss the order of testimony, and questioning of one witness cannot switch back and forth between corporate and individual capacities. No witness may be deposed for more than seven hours in one day.

Judge Tse also ordered that questioning in the selected capacity must finish before another deposition begins. There will be only one corporate deposition, and the same witness may be questioned individually afterward if appropriate.

The detailed version

For law students, journalists, and other readers who want the full reasoning

Case
Bourgeois v. Pentec Health, Inc. · No. 4:23-cv-06375
Judge
Haywood Gilliam
Date
July 9, 2024

Background

This discovery order resolves the parties’ dispute concerning Penny Bourgeois’s notice to depose Pentec Health, Inc. under Federal Rule of Civil Procedure 30(b)(6). Bourgeois asked the court to require Pentec to name its corporate representatives before the deposition. Pentec offered to disclose the names if Bourgeois agreed to depose those individuals in both their corporate and individual capacities during one sitting.

Rule 30(b)(6) testimony

Rule 30(b)(6) requires an organization to designate one or more people to testify on its behalf about specified matters. The organization must prepare those witnesses to answer the questions fully. The court also noted that a corporate witness need not have personal knowledge of the underlying facts.

Ruling

The court ordered Pentec to disclose its corporate witness two weeks before the noticed deposition. The disclosure will allow Bourgeois to decide whether she also intends to depose the witnesses as individual fact witnesses. Counsel must meet and confer about the order of the witnesses’ testimony.

Once the order is determined, questioning of any one witness may not move back and forth between the witness’s corporate and individual capacities. No witness may be deposed for more than seven hours in one day. Questioning in whichever capacity is selected must continue until completed before the other deposition begins. The order provides that there will be only one Rule 30(b)(6) deposition. If appropriate, the same witness may later be deposed individually, but only after the corporate deposition is completed.

The order does not state that either party’s motion was granted or denied; it sets the procedures governing the depositions.

The authoritative version

Read the full 2-page opinion on CourtListener, the free public archive maintained by the Free Law Project.

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