Saturday, June 11, 2016

Whistleblower Opponents: Proof (Part 1)

Whistleblower Opponents:         Proof (Part 1)

Whistleblowers deal with two levels of proof: one relating to the wrongdoing that we allege and the other to the retaliation we experience after we disclose wrong.  We seldom doubt the quality of the proof that we provide, but the alleged wrongdoers will challenge us and the justice system may be biased against us[1].

The wrongs that I claimed HomeFirst committed were varied and provide examples of proofs that many whistleblowers use attempting to prove their cases:

Proof was confirmed in some instances:

1.       The County Overbilling – HomeFirst’s invoices were based on a per-day rate, but audits of expenses, first by internal staff (me) and then by Santa Clara County staff, found that the billings exceeded actual costs in violation of the contract.  Proof of the overbilling was undisputed by the parties.  HomeFirst claimed that the overbilling was not intentional but did not repay the amount.

2.       State of California Licensing Requirement – My written descriptions of HomeFirst’s services and clients at the location made me confident that proof of wrongdoing was adequate.  State inspectors, who were empowered to determine whether the services required the site to be licensed, determined that HomeFirst had violated the regulation.  They gave the company time to modify its procedures to avoid the need for licensing and then accepted HomeFirst’s publicly undisclosed descriptions of its value in the community and of its planned changes.

3.       Master Leasing Requirement – Client files included copies of rental agreements that did not conform to the master leasing requirement.  I described to the San Francisco office of the U.S. Department of Housing and Urban Development the number of clients and the amount of lease expenses that did not involve master leases.  HUD ignored whether the proof was adequate or could have been made adequate, and it continued to pay amounts unrelated to master lease arrangements.  After I was fired, HomeFirst changed its procedures to comply with the regulation but did not repay any amounts.

4.       HUD Liability – HomeFirst’s $1.2 million HUD overbilling was proven by comparing invoices to actual eligible expenses for the periods and contracts under consideration.  I provided an Excel-based analysis of roughly 300 invoices and documented expenses to HUD in July 2008.  HUD did not attempt to test the proof, which it believed might understate the overbilling.  It has not demanded any repayment what was overbilled. 

5.       City of San Jose Advance – This violation occurred simply with the passage of time: HomeFirst held the money legitimately during the contract term, but at the end of the contract it continued to hold the money, illegitimately.  The violation was acknowledged by all parties.  The City eventually forgave the debt (by allowing the amount to be applied retrospectively to pay for different expenses), making the violation moot.

Proof has been unconfirmed in others:

6.       Bid Collusion – Emails between the HomeFirst CEO and the President of Downtown Streets described their arrangement: HomeFirst would not bid on a City of San Jose contract and in exchange Downtown Streets would include payments to HomeFirst in their bid application.  My description of HomeFirst CEO’s plans to collaborate with another competitor on a different grant application in order to improve our competitive position was evidence of a second violation.  The U.S. Department of Justice found the proofs unconvincing, and the State Attorney General did not evaluate the proof.

7.       EHAP Loan – The HomeFirst actions that violated sections of its loan 2009 agreement were summarized in the waiver request letter I sent to EHAP (the State of California’s Emergency Housing Assistance Program).  But proof required investigation and, as far as I know, EHAP never attempted to verify the information.

8.       Food Handler Cards – My call to Santa Clara County Department of Environmental Health stated that several HomeFirst food staff did not have the required cards.  Proof could be found by comparing a list of HomeFirst’s food workers with a list of card holders or with copies of their cards.  During a Department inspection, HomeFirst provided copies of some cards but the inspectors did not ask how many cards should have been on hand.  The inspectors sought assurance that HomeFirst was on top of the issue, not proof of any past wrongdoing.

9.       Payroll Taxes and Minimum Wages – Evidence that wage and taxes payments were not made could be found in HomeFirst’s payroll records, but the central question was whether the New Start clients should have been paid at the minimum wage rate.  To prove that point, I described to the State Department Industrial Relations, the U.S. Department of Labor, and the City of San Jose the reasons why I believed those individuals qualified as employees.  Only the City requested payroll records from HomeFirst to begin the proof, but the company has refused to comply with the request (as of May 19, 2016).

HomeFirst’s alleged wrongs included improper use of government funds and violations of laws concerning wages, food safety, residential care facilities, and antitrust activities.  Whistleblower complaints reported in media over the past few months cover a wide range of wrongs:

-          Sexual harassment[2]
-          Improper accounting[3]
-          Misappropriation or misuse of funds[4]
-          Violations of laws (assault, biased hiring, animal protection, & racial profiling in security operations)[5]
-          Conflict of interest[6]
-          Wrongful business practices[7]
-          Workplace safety[8]
-          Illegal direction by supervisor[9]
-          Client fraud[10]
-          Fraudulent trading[11]

In some cases these complaints were confirmed in court or other agency decisions, but in every case the alleged wrongdoer claimed innocence.  We whistleblowers must admit that other observers, even if sympathetic, cannot always be certain that our allegations are correct.  Evaluation of evidence takes time and resources that some choose not to apply.  After a complaint is validated, it may be overturned (as in the case of Bank of America), ignored (as with HomeFirst’s County overbilling and the HUD overbilling), or forgiven (as with HomeFirst’s City of San Jose advance) by authorities.

We are reassured when the accused wrongdoer is officially found guilty, but we cannot depend on that confirmation.  Snowden’s case was strengthened when legislation was passed to limit somewhat domestic collection of phone data, but debate continues whether he acted properly.  Ellsberg, who acted after years of anti-war protests by others, was justified morally by the uproar around the Pentagon Papers and legally by the dismissal of his court case, but the war in Vietnam continued for two more years.  Even the greatest whistleblowers’ victories are seldom clear-cut.

If the whistleblower is vindicated, the wrongdoer may still deny guilt.  When vindication does not come promptly, those who retaliate against them are quick to publicize their innocence, as when HomeFirst stated that I “just raised problems (not all of which were even real)”.

We cannot expect our every complaint to be validated, but when others retaliate against us we should hope for support and vindication.


No comments:

Post a Comment