Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_19-cv-00902/USCOURTS-caed-2_19-cv-00902-73/pdf.json

Nature of Suit Code: 790
Nature of Suit: Other Labor Litigation
Cause of Action: 28:1332 Diversity-Account Receivable

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UNITED STATES DISTRICT COURT

EASTERN DISTRICT OF CALIFORNIA

LIONEL HARPER, DANIEL SINCLAIR, 

HASSAN TURNER, and LUIS VAZQUEZ, 

individually and on behalf of all others similarly 

situated and all aggrieved employees,

Plaintiffs,

v.

CHARTER COMMUNICATIONS, LLC,

Defendant.

Case No. 2:19-cv-00902-WBS-DMC

Magistrate Judge Dennis M. Cota

ORDER GRANTING JOINT STIPULATION 

AND MOTION TO APPROVE DISCOVERY 

AGREEMENT REGARDING ADDITIONAL 

DISCOVERY ISSUES

Having read and considered the Joint Stipulation and Motion to Approve Discovery Agreement

Regarding Additional Discovery Issues (this “Stipulation”), which is signed by all counsel, ECF No. 

414, the Court hereby APPROVES the Stipulation and the parties’ discovery agreement described 

below and ADOPTS it as a court order:

Vazquez Work Emails

Charter shall perform a diligent search of all custodians who did or may have sent emails to, or 

may have received emails from, Luis Vazquez during his training weeks (November 1–19, 2019) for 

the purpose of identifying, collecting, and producing each email in its possession, custody, or control 

that is addressed to or from Vazquez’s Charter-assigned work email address. Charter shall produce each 

responsive email that it is able to retrieve by no later than September 13, 2024.

New Hire Kits

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may be in possession of documents contained in New Hire Kits (aka Welcome Kits) for Direct Sales 

Case 2:19-cv-00902-WBS-DMC Document 416 Filed 09/17/24 Page 1 of 5
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Employee positions for the purpose of identifying, collecting, and producing an exemplar of each 

version of a New Hire Kit (physical equipment excluded) that is in its possession, custody, or control. 

Charter shall use reasonable, diligent efforts to produce an exemplar of each version of a New Hire Kit 

utilized between November 19, 2014, and the present that it is able to locate by no later than September 

27, 2024, with an initial production by no later than September 13, 2024. Charter’s counsel shall 

promptly confer with Plaintiffs’ counsel to the extent it is unable, after reasonable, diligent efforts, to 

meet the foregoing deadlines, and shall state in writing by September 27, 2024, if it believes it will be 

able to locate any additional exemplars. Charter shall produce any new version of a New Hire Kit that 

may be used thereafter within 14 days of issuance.1

Policies & Procedures

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may be in possession of any version of the “Spectrum Residential Direct Sales and Residential MultiTenant Sales Policies and Procedures,” the “SMB Direct Sales Policies and Procedures,” and any 

substantially similar policies and procedures that were contained in New Hire Kits or utilized for newhire training of DSRs, RCSSs, MTSRs, and/or SMB AEs during the period of November 19, 2014 

through the present, for the purpose of identifying, collecting, and producing each version of such 

policies and procedures in its possession, custody, or control. Charter shall produce each version that it 

is able to locate by no later than September 27, 2024, with an initial production by no later than 

September 13, 2024.2 Charter’s counsel shall promptly confer with Plaintiffs’ counsel to the extent 

Charter is unable, after reasonable, diligent efforts, to meet the foregoing deadlines, and shall state in 

writing by September 27, 2024, if it believes it will be able to locate any additional policies and 

procedures. Charter shall produce any new version of such policies and procedures that may be issued 

thereafter within 14 days of issuance.

1 Charter has informed Plaintiffs of its understanding that New-Hire Kits were not used during the entire 

class period. 

2 Charter has informed Plaintiffs that a significant merger and integration of systems, policies, 

procedures took place in 2017 following its merger with Time Warner Cable, and it may not be able to 

locate documents dating back to the beginning of the class period for this category of documents and 

the four categories appearing below.

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Rules of Engagement

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may be in possession of any version of the “SMB Rules of Engagement Policy,” and any substantially 

similar policies and procedures, for the purpose of identifying, collecting, and producing each version 

of such Rules in its possession, custody, or control that were in effect between November 19, 2014, and 

the present. Charter shall produce each version that it is able to locate by no later than September 27, 

2024, with an initial production by no later than September 13, 2024. Charter’s counsel shall promptly 

confer with Plaintiffs’ counsel to the extent Charter is unable, after reasonable, diligent efforts, to meet 

the foregoing deadlines, and shall state in writing by September 27, 2024, if it believes it will be able to 

locate any additional Rules. Charter shall produce any new version of such Rules that may be issued 

thereafter within 14 days of issuance.

New Hire Survey Results

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may be in possession of any presentations or reports concerning the results of new hire surveys for 

Direct Sales Employee positions (e.g., preparedness surveys, recruiting surveys, 45-day surveys, and 

75-day surveys) for the purpose of identifying, collecting, and producing each new hire survey 

presentation and report in its possession, custody, or control that were in existence between November 

19, 2014 and the present. Charter shall produce each presentation and report that it is able to locate by 

no later than September 27, 2024, with an initial production by no later than September 13, 2024. 

Charter’s counsel shall promptly confer with Plaintiffs’ counsel to the extent Charter is unable, after 

reasonable, diligent efforts, to meet the foregoing deadlines, and shall state in writing by September 27, 

2024, if it believes it will be able to locate any additional survey presentations and reports. Charter shall 

produce any new survey presentations or reports that may be created thereafter within 14 days of 

issuance.

Commission Dispute and Trends Reports

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may be in possession of any “Weekly Commissions Touch point” presentations and reports, or similar 

presentations or reports involving commission dispute activities and trends for Commissioned 

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Employees, for the purpose of identifying, collecting, and producing each presentation and report in its 

possession, custody, or control that were in existence between November 19, 2014 and the present.

Charter shall produce each presentation and report that it is able to locate by no later than September 

27, 2024, with an initial production by no later than September 13, 2024. Charter’s counsel shall 

promptly confer with Plaintiffs’ counsel to the extent Charter is unable, after reasonable, diligent efforts, 

to meet the foregoing deadlines, and shall state in writing by September 27, 2024, if it believes it will 

be able to locate any additional presentations or reports. Charter shall produce any new presentations or 

reports that may be created thereafter within 14 days of issuance.

Commission Acknowledgment Reports

Charter shall perform a reasonable, diligent search of all custodians it is able to identify who 

may possession of any Commission Plan Documents training or acceptance reports, or similar 

presentations, spreadsheets, or reports (E-Learn and Plan Acceptance Reports, Agent Commission 

Consolidated Report, etc.), for the purpose of identifying, collecting, and producing each presentation, 

spreadsheet, and report in its possession, custody, or control that were in existence between November 

19, 2014 and the present. Charter shall produce each presentation, spreadsheet, and report that it is able 

to locate by no later than September 27, 2024, with an initial production by no later than September 13, 

2024. Charter’s counsel shall promptly confer with Plaintiffs’ counsel to the extent Charter is unable, 

after reasonable, diligent efforts, to meet the foregoing deadlines, and shall state in writing by September 

27, 2024, if it believes it will be able to locate any additional presentations, spreadsheets, or reports. 

Charter shall produce any new presentations, spreadsheets, or reports that may be created thereafter 

within 14 days of issuance.

This Stipulation is limited to records that relate to Direct Sales Employees and/or Commissioned 

Employees who worked for Charter in California between November 19, 2014, and the present. 

Charter’s counsel will confirm in writing when Charter believes it has collected and produced all records 

that are responsive to this Stipulation, and will meet and confer promptly and in good faith to address 

any issues that may arise related to this Stipulation, including, but not limited to, any issues related to 

the volume of documents and information that may be collected and for which it believes an agreed 

sampling or other representative productions may be appropriate.

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All other discovery orders and matters that the Court has previously ruled on or taken under 

submission shall remain in effect.

IT IS SO ORDERED.

Dated: September 16, 2024

____________________________________

DENNIS M. COTA

UNITED STATES MAGISTRATE JUDGE

Case 2:19-cv-00902-WBS-DMC Document 416 Filed 09/17/24 Page 5 of 5