MICHAEL B. NORTH, Magistrate Judge.
Before the Court is Plaintiff's, Michael Walker's ("Walker's"), Motion to Compel Defendants, Hornbeck Offshore Trinidad and Tobago, LLC and Hornbeck Offshore Operators, LLC (collectively "Hornbeck") to Respond to Interrogatories and Requests for Production. (Rec. doc. 35).
After thorough consideration of the memoranda, the exhibits attached thereto and the argument of counsel at the hearing, the Court denies the motion for the following reasons.
This lawsuit arises from an alleged personal injury suffered by Walker while he was employed as a rigger by Defendant, Pioneer Production Services, Inc. ("Pioneer"), while working aboard a vessel owned and operated by Hornbeck. Walker's claims in this case sound in negligence under the Jones Act against Pioneer and in general maritime law negligence and unseaworthiness against Hornbeck.
Through the present motion, Walker seeks responses to his Supplemental Interrogatory Number 1 and Supplemental Request for Production Number 5, which he propounded on Hornbeck on February 3, 2016. (Rec. doc. 35-1). It is appropriate to quote those related discoveryrequests and Hornbeck's responses to them here:
In support of his motion to compel responses to these requests, Walker claims he is entitled to the requested information to support his claim for lost earning capacity. His arguments in this regard are aptly summed up in the following statement from his memorandum in support of the motion:
As evidence in support of these statements, Walker points to what he says is a letter of recommendation
The letter from Freniere is brief, and reads in pertinent part:
In the deposition testimony relied upon by Walker, Fromenthal confirms that Walker was one of "a couple of guys that were trying to show interest" and that Freniere had in fact received permission to allow Walker and others into the engine room, because Pioneer employees (of which Walker was one) were not allowed in the engine room. (Rec. doc. 35-7 at pp. 9-11). In this regard, Fromenthal testified:
As for Walker individually, Fromenthal testified that he didn't think Walker "wanted to be a rigger all of his life, so he was showing an interest in trying to learn or going through the steps of what it would take to become a mariner." (Id.).
Summing up the statements (sworn and unsworn) of these two witnesses, Walker argues:
Responding to Walker's motion, Hornbeck argues that the information sought by Walker (referred to as "pay rate discovery" by Hornbeck), is "objectively irrelevant and disproportionate to the needs of the case" and therefore is not within the scope of discovery set forth in Federal Rule of Civil Procedure 26(b)(1). (Rec. doc. 43 at p. 1). Hornbeck offers numerous reasons for its position that the information sought by Walker is irrelevant. First, Hornbeck points out that Walker has never been a Hornbeck employee, which is undisputed. Hornbeck also argues that Walker has neither the United States Coast Guard ("USCG") training nor any sea-time experience in an engine-room position, both of which are prerequisites for obtaining the entry-level USCG credential necessary to qualify for any engine-room position. Finally, it argues that Walker's documented criminal and drug-use history would prohibit him from automatically obtaining the applicable USCG credential even if he were to satisfy the training and experience requirements.
In addition to arguing over the relevance of the subject discovery, Hornbeck also complains that it is disproportionate to the needs of the case because it would "increase the cost of this litigation (by requiring experts on both sides to address it) [and] decrease the efficiency of these proceedings (by requiring later motions to exclude the patently inadmissible, wildly speculative evidence and/or the expert's reliance thereon). . . ." (Id. at p. 17).
This is a straightforward discovery dispute, the resolution of which is governed by FRCP 26(b)(1), which was recently amended. The Rule as amended now permits a party to:
In the simplest terms, under Rule 26, the requested discovery must be both relevant
Here, the Plaintiff seeks discovery from Hornbeck of its rates of pay for an entry-level engine-room position, as well as various more advanced engineering positions. It is undisputed that every engine-room position included in Walker's discovery request — including the entry-level one — requires a USCG Merchant Mariner Credential ("MMC") as a minimum prerequisite. (Rec. doc. 43 at p. 2, citing Hornbeck's training qualifications for engine-room personnel). It is also undisputed that Walker does not possess such a credential and has never applied for or taken any test or tests to obtain one. Moreover, Walker has a documented and admitted criminal and drug-abuse history that creates additional (and possibly insurmountable) obstacles to obtaining an MMC under USCG regulations,
Finally, and perhaps most importantly, it is undisputed that Walker has never been a Hornbeck employee, nor has he taken steps toward or expressed any interest in becoming one.
In the face of all this, Walker maintains that the requested discovery is "highly relevant" to his lost-earnings-capacity claim, because the evidence in the record indicates that he "had aspirations to become an engineer, was receiving special training from Hornbeck personnel in order to do so, and had the requisite skills and ambition to achieve upward mobility to an Engineer position." (Rec. doc. 35-1 at p. 3). Walker and his counsel believe that his aspirations, his ambitions and his observation of Hornbeck engine-room employees while employed as a rigger by Pioneer (albeit on a Hornbeck vessel)
The Court has thoroughly reviewed these two cases and finds them unpersuasive here because, notwithstanding the very tenuous argument that Walker might, one day, perhaps obtain the training and credentialing necessary to become an engine-room employee, there is
The Court finds support for its conclusions here in Chief Judge Engelhardt's decision in Gilmore v. WWL-TV, Incorporated, which was cited by Hornbeck and which the Court discussed at length with counsel at the hearing on this motion. That case involved a decision on a motion in limine to exclude certain testimony in support of the plaintiff's lost earnings capacity claim as speculative. A brief discussion of the facts of that case and the bases for that Court's decision is warranted here.
The Plaintiff in Gilmore suffered a foot injury that she claimed prevented her from realizing her dream of becoming a New York City ballerina. Gilmore, No. 01-CV-3606, 2002 WL 31819135 (E.D. La. Dec. 12, 2002). She sought "a loss of future earnings award based on the an assumption that [she] would in fact become a professional dancer in New York and earn a salary doing so until age 70" and intended to adduce the testimony of a vocational rehabilitation and an economic expert (as well as her own lay-opinion testimony) in support this effort. Id. at *3. The Defendant in the case moved to exclude both the expert and lay testimony based upon the highly speculative nature of Plaintiff's theory.
The trial court found the proffered expert testimony neither relevant nor reliable and premised that finding on the lack of any evidentiary connection between Gilmore's
As noted above, at the hearing on the present motion, the Gilmore decision was discussed at length, and counsel for Walker made a laudable effort at convincing this Court that the scant evidentiary facts in this record somehow distinguish this case from Gilmore on the question whether Walker has taken some "concrete steps" toward actually becoming an engine-room-qualified employee. They do not.
This Court does not believe that expressing an interest, harboring an ambition, having designs to obtain training or being of sound body and mind to one day be an engine-room employee will, without more, ever be sufficient evidence to prove a claim for loss of earnings capacity as such an employee, particularly with a company for whom that person has never worked. If such expressions of interest are steps at all in the direction of actually achieving employment in these positions, they are most assuredly not "
Walker did not (and still does not) possess the necessary USCG MMC to hold one of the subject positions. He has never even filled out an application to obtain those credentials. He does not have any of the requisite experience in a qualifying engine-room position. He has numerous criminal convictions and positive drug tests (including post-accident) that could very well disqualify him from obtaining such credentials, even if he were adequately trained and had applied for them. And he has never worked for Hornbeck — not an insignificant fact.
Based on the record before the Court, there is no scenario conceivable to this Court whereby the evidence Walker seeks from Hornbeck could ever be presented to the finder of fact in support of his lost earnings capacity claim. It therefore cannot be relevant, which means it is not discoverable under Rule 26.
There may be some scenario whereby Walker himself can testify that his injuries at the hands of these defendants somehow deprived him of his dream or ambition to advance to an engine-room position for
"Evidence is relevant if: (a) it has any tendency to make a fact more or less probable than it would be without the evidence; and (b) the fact is of consequence in determining the action."
For the foregoing reasons, the motion to compel is denied.