San Joaquin Valley Insurance Authority v. Gallagher Benefit Services, Inc.

Filing 33

ORDER REGARDING STATUS CONFERENCE OF MAY 23, 2018 signed by Magistrate Judge Erica P. Grosjean on 5/29/2018. (Thorp, J)

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1 2 3 4 5 6 UNITED STATES DISTRICT COURT 7 EASTERN DISTRICT OF CALIFORNIA 8 9 SAN JOAQUIN VALLEY INSURANCE AUTHORITY, a joint powers authority, 10 Plaintiff, 11 12 Case No. 1:17-CV-00861-EPG ORDER REGARDING STATUS CONFERENCE OF MAY 23, 2018 v. 13 GALLAGHER BENEFIT SERVICES, INC., a Delaware corporation; and Does 1 through 20, 14 inclusive, 15 Defendants. 16 17 On May 23, 2018, the Court conducted a telephonic status hearing regarding various 18 discovery matters. (ECF No. 31). Lauren Strickroth appeared on behalf of Plaintiff San Joaquin 19 Valley Insurance Authority (“SJVIA”). Kenneth Watnick appeared on behalf of Defendant 20 Gallagher Benefit Services, Inc. (“Gallagher”). After considering the applicable law and the 21 arguments of the parties, the Court hereby orders as follows regarding Gallagher’s search for 22 electronic discovery (“ESI”): 23 a. Gallagher shall perform an ESI search of the accounts of: (1) Michelle 24 Mills, (2) Leroy Tucker, (3) Mark Tucker, (4) John McCue, (5) Alan Thaxter, and (6) Heather 25 Martinez for the following terms: “SJVIA,” “Joaquin,” “Nerland,” “Sjostrom,” “Bordan” (CY 26 2015 only) , “Darm” (CY 2015 only), “AON” (CY 2015 only), “Risk Based Capital” (with 27 quotation marks), “Rate stabilization” (with quotation marks), and Keenan (CY 2015 only). For 28 the accounts of Michelle Mills and Mark Tucker, Gallagher shall also perform an ESI search for 1 1 “reserve calculation methodology” and “NAIC and reserve.” 2 b. Gallagher shall perform an ESI search of the accounts of Glenn Volk and 3 Michael Skinner for the following search terms: “SJVIA,” “Joaquin,” “Nerland,” “Sjostrom,” 4 @co.tulare.us, and @co.fresno.us. 5 c. SJVIA shall perform a further ESI search for the following terms: “Bordan” 6 (CY 2015 only), “Darm” (CY 2015 only), “AON” (CY 2015 only), “Risk Based Capital” (with 7 quotation marks), “Rate stabilization” (with quotation marks), and Keenan (CY 2015 only). 8 2. SJVIA’s request that Gallagher produce a corporate designee for deposition on 9 May 29, 2018 is denied. Depositions will proceed after the ESI productions. 10 11 IT IS SO ORDERED. 12 Dated: 13 May 29, 2018 /s/ UNITED STATES MAGISTRATE JUDGE 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2

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