Robertson v. Bell Helicopter Textron, Inc.

32 F.3d 948, 1994 WL 486870
CourtCourt of Appeals for the Fifth Circuit
DecidedSeptember 23, 1994
Docket93-01789
StatusPublished
Cited by150 cases

This text of 32 F.3d 948 (Robertson v. Bell Helicopter Textron, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robertson v. Bell Helicopter Textron, Inc., 32 F.3d 948, 1994 WL 486870 (5th Cir. 1994).

Opinion

W. EUGENE DAVIS, Circuit Judge:

Plaintiff, a former employee of Bell Helicopter Textron, Inc. (“Bell”), sued Bell under 31 U.S.C. § 3730(h) alleging that he had been discharged in retaliation for investigating possible overcharging of the United States Government. He also asserted a state law claim for wrongful discharge for refusing to perform an illegal act. The jury returned a verdict for plaintiff on the federal claim, but the district court granted Bell’s motion for judgment as a matter of law. We affirm.

I.

George Robertson was employed by Bell as a senior contract administrator in Department M-l of its Army Helicopter Improvement Program (“AHIP”). In that position, Robertson was responsible for ensuring that AHIP costs were properly charged and that requests for additional funding were substantiated. Under the AHIP program, Bell refitted older helicopters with up-to-date guidance and weapons systems for the U.S. Army. The Army ordered the refitting of the helicopters in groups called “contract lots,” which were consecutively numbered.

Robertson reported to Alvin Leavell, who was his immediate supervisor. William Wilson was in charge of Department M-l, and Robert Holton was second in charge. Wilson and Holton reported to Daniel McCrary, who was responsible for contract administration on all helicopter programs with the United States Government.

In November 1990, Leavell asked Robertson to request an additional $1.6 million for Contract Lots IV and V for unanticipated maintenance and repair. No explanation was given as to why the additional funds were due. Nevertheless, Robertson wrote a letter to the government requesting the additional $1.6 million. Robertson, however, told the government contracting officer not to process the request because it had not been verified. Leavell then informed Wilson that neither he nor Robertson would request additional funds for unanticipated maintenance and repair until the increased costs were substantiated.

During this time, Robertson voiced his concerns to several of his superiors about the *950 lack of verification for these additional charges. Robertson also sought to substantiate the charges by requesting information from managers of different departments. Robertson testified at trial that he raised the cost-charging issue with his supervisors on an almost monthly basis. Robertson’s immediate supervisor, Leavell, testified that he was aware that Robertson was concerned about the additional charges.

In 1991, Wilson asked Leavell to write a letter requesting an additional $2 million for unanticipated maintenance and repair for Contract Lots VI and VII. Leavell declined to make the request without proper justification. In October 1991, Leavell was transferred to another department, and Robertson was placed under the supervision of John Growe. In December 1991, Growe asked Robertson to write the letters requesting the additional $2 million for Lots VI and VII, and Robertson refused.

In November 1991, Leavell recommended that Robertson receive a 3+ rating on his performance evaluation for 1991. Wilson, however, assigned Robertson a 3 rating. Wilson testified that he lowered the rating because Robertson was occasionally tardy and had difficulty communicating effectively.

In February 1992, as part of a general reduction in Bell’s workforce, Robertson was laid off. Bell maintains that Robertson was chosen because he had the lowest performance rating. On the day after being notified of his layoff, Robertson complained to the Director of Bell’s Ethics Office that he was being laid off because of his age. He also suggested that Bell might be engaged in improper charging, but stated that he did not have any evidence of fraud.

On July 14, 1992, Robertson filed suit against Bell, asserting claims for (1) age discrimination, (2) retaliation for reporting false claims in furtherance of a qui tam action under 31 U.S.C. § 3730(h), (3) wrongful discharge for refusing to perform an illegal act, and (4) estoppel. Robertson eventually dropped his age discrimination claim, and the district court granted Bell’s motion for summary judgment on the estoppel claim. The case proceeded to trial on the federal retaliation and state wrongful discharge claims. After Robertson rested, Bell moved for judgment as a matter of law, which the district court denied. Bell renewed its motion after the close of all the evidence, but it was again denied.

The jury was properly instructed that in order to find for Robertson on his federal retaliation claim, they had to find that Bell knew Robertson was investigating alleged fraud in an effort to bring, or to help the government to bring, a False Claims Act suit. The jury found that Bell knew of Robertson’s investigation in furtherance of a qui tam action. 1 The jury also found that Bell had not given a reasonable, non-retaliatory explanation for discharging Robertson. Under the instructions given by the district court, because the jury found for Robertson on his retaliation claim, it did not answer the interrogatories regarding his state law wrongful discharge claim.

After the jury returned its verdict, the district court granted Bell’s motion for judgment as a matter of law. The court determined that there was insufficient evidence to support the jury’s findings that Bell knew of Robertson’s alleged investigations in furtherance of a qui tam action or that Bell discharged Robertson because of such investigations. The court also found that there was insufficient evidence to support the jury’s finding that Bell’s non-retaliatory explanation was pretextual. Finally, the district court concluded that, as a matter of law, Robertson was not entitled to a jury determination on his wrongful discharge claim.

II.

A.

In reviewing the district court’s decision to grant a judgment as a matter of law, we use the same standard of review that guided the district court. Crosthwait Equip. Co. v. John Deere Co., 992 F.2d 525, 528 (5th Cir.), cert. denied, — U.S. -, 114 S.Ct. 549, 126 L.Ed.2d 451 (1993). We consider all the evidence with all reasonable inferences in the light most favorable to the party opposed to the motion. Id. If the facts and the *951 inferences point so strongly and overwhelmingly in favor of Bell that reasonable jurors could not arrive at a contrary verdict, then the motion was properly granted. Id. If there is substantial evidence — that is, evidence of such quality and weight that reasonable and fair-minded jurors might reach a different conclusion — then the motion should have been denied. Id.

The “whistleblower” provision of the False Claims Act prevents the harassment, retaliation, or threatening of employees who assist in or bring qui tam actions. In particular, the statute provides:

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Bluebook (online)
32 F.3d 948, 1994 WL 486870, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robertson-v-bell-helicopter-textron-inc-ca5-1994.