Tuesday, May 1, 2018

Whistleblowing against the Grain


Whistleblowing against the Grain

Brandon Garrett’s 2014 book, Too Big to Jail: How Prosecutors Compromise with Corporations, takes its title from complaints the banks responsible for the 2007-8 financial crash were never properly punished.  Going into the recession, the government had feared that if a major bank failed, the economy could tank.  It was a short step from “too big to fail” to “too big to jail.”  And whistleblowers lost as a result.

Garrett studied reports from federal lawsuits against all sorts of offenders.  They included banks but also others accused of fraud, safety, environmental and other federal violations. 

According to Garrett, many reasons explain seemingly weak-willed actions against wrongdoers.  First, there’s the deniability of guilt.  White collar crime has long been considered difficult to prove[1].  Garrett points to layers of corporate organization and decentralized decision-making that complicate prosecution.  Violations are committed in distant offices, divisions, or subsidiaries over which control is ambiguous.  Senior managers claim they were unaware of misdeeds as junior managers maintain they only did what was expected of them. 

In my small HomeFirst world, I admitted intent is difficult to prove.  HomeFirst claimed it really wanted to address the violations I identified.  But each time it tried to fix one, I came up with another.  The board aimed to act properly, but they relied on advice from the CEO who said things were fine. 

Organizations also protect themselves with written policies that demand ethical behavior even where culture expects the opposite.  Before its problems were obvious, Enron famously had an ethics policy.  As did Wells Fargo Bank before its fraudulent accounts came to light.  HomeFirst had one when it fired me.

Second, prosecutors may go easy on offending organizations because they need insider help to get evidence against guilty parties.  Or because they decide the community could lose more than it gains by punishing the organization.  

Whistleblower John Kopchinski sued pharma giant Pfizer for illegally marketing its painkiller Bextra.  While Pfizer paid $2.3 billion in fines and penalties in 2009[2], the one convicted of felonies was a subsidiary.  Pfizer itself avoided conviction, which would have meant a devastating disbarment from Medicare/Medicaid business.

Similar logic can apply in much smaller cases.  The Department of Housing and Urban Development didn’t demand repayment of $1.2 million overbilled by HomeFirst, citing HomeFirst’s critical role in the community.  The County of Santa Clara let $140,446 overbilled by HomeFirst go for the same reason.  Although the County found HomeFirst had violated licensing regulations, it called the company a vital organization and granted a temporary waiver.  After I complained about HomeFirst’s apparently illegal bid collusion, a Department of Justice attorney said they didn’t like to charge companies that do good.

Garrett reported prosecutors often trade heavy penalties for promises to change future behavior.  Pfizer, for example, accepted a 2009 Corporate Integrity Agreement even while denying Kopchinski’s allegations.  Despite its new resolve, Pfizer signed more settlements with the DoJ in 2011, 2012 (2), 2013, 2015, and 2016. 

After HUD discovered HomeFirst’s $1.2 million in overbillings from 2003-2006, it modified its reimbursement procedures.  Still, HomeFirst charged HUD for expenses related to ineligible clients in 2009. 

Third, getting convictions can be tough because corporations have rights, too, and the legal resources they employ in their defense often outmatch their prosecutors’. 

James Garbe discovered Kmart offered cash customers one price for medications and Medicare and other insurance plans a higher price.  That meant it violated the law, charging Medicare more than the usual and customary rate.  Kmart never seriously challenged the facts of the case, but for nearly 10 years it raised various technical legal challenges.  Garbe eventually won.  The DOJ settled for $32 million, not the $100 million it first sought.  Garbe was awarded $9.3 million, of which $7.4 million went to pay his legal costs.  By then, Garbe had developed dementia, so his share went to a guardian for his estate.

It’s not just large corporations that play the system well.  Look at Lance Armstrong. 

Armstrong is famous for his recovery from testicular cancer, seven Tour de France wins, and his eventual admission of having used performance-enhancing drugs.  Not as well-known is the whistleblower who helped bring him down.

Floyd Landis joined the USPS cycling team with Armstrong in 2002, and he ran into his own doping problems in 2006.  He continued to both race and have drug problems for years afterward.  Like Armstrong, he insisted on his innocence, but he was convicted in 2009. 

The big year was 2010.  Landis admitted having doped and he filed a False Claims Act suit against Armstrong, Tailwind Sports, which had the contract with USPS, and related parties.  He charged the defendants billed USPS $42 million from 1996 to 2004 despite contract provisions that barred use of illegal drugs and violation of cycling rules.  On behalf of the government he demanded treble damages – more than $120 million.

Armstrong tried unsuccessfully to stop the suit.  Through 2012 he called all doping allegations heinous and outlandish.  Then in 2013 he admitted using illegal drugs.  He lost sponsorships worth $75 million.  Still he and the other defendants fought for five more years.

After eight years of fights and legal expense, the DoJ settled in 2018.  For $5 million.  Landis will receive $1.1 million, plus $1.65 million for his legal costs.  Armstrong still claims the action was unfair and without merit.

Garrett lays out a case for supposing society – authorities, the powers that be, most people – doesn’t really value whistleblowing the way we hope.  That’s why the organizations we accuse are seldom severely punished while we routinely suffer.  We go into our whistleblowing expecting justice – against our accused and for us.  Garrett suggests justice is messier than that.

Turning from Garrett’s book, we can question our heroic whistleblowing fantasy.  Not only is the offender’s guilt unclear, we are impelled to act by many motivations.  Some are honorable, some base; some social, some personal; some rational, some not; based on accurate or inaccurate understandings.  

If we do not always do the ‘right” thing and if we must occasionally admit we made a mistake[3], in our whistleblowing we lived and acted.



[1] See, for example, Sutherland, Edwin H.  White Collar Crime. New York: Holt, Rinehart and Winston, Inc.  1949; and Friedrichs, David O. Trusted Criminals: White Collar Crime in Contemporary Society. 3rd ed. Belmont, Cal.: Thomson Higher Education. 2007
[2] This amounted to 4.6% of total revenue in 2009.  Despite the charge, 2009 operating income of $8.6 billion was higher than in 2008.

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