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56 F.4th 1019
5th Cir.
2023
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Background

  • Menard worked as an environmental, safety, and health specialist at Targa’s Venice, LA plant; his duties included ensuring environmental compliance.
  • District manager Berthelot allegedly told Menard to dilute sewage samples with bottled water to avoid regulatory exceedances; Menard refused and reported the directive to his supervisor.
  • Six days after reporting, Targa terminated Menard for alleged performance issues; Menard sued under the Louisiana Environmental Whistleblower Statute (LEWS), alleging discharge for (1) refusing to dilute samples and (2) reporting the request.
  • The district court denied Targa’s summary-judgment motion, holding Menard’s report was not protected (because it was part of his job) but that his refusal was protected under Cheramie v. J. Wayne Plaisance, Inc.
  • On appeal the Fifth Circuit found controlling Louisiana law unclear on two threshold questions: whether refusals constitute “disclosures” under the amended LEWS, and whether reports made as part of an employee’s normal duties are protected.
  • Because resolution of those questions is determinative and implicates state-law interests, the Fifth Circuit certified both questions to the Louisiana Supreme Court rather than decide them itself.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether a refusal to engage in illegal or environmentally damaging conduct qualifies as a "disclosure" under the current LEWS Menard: Cheramie treats refusal as an extreme form of complaint and thus protected; refusal should be covered despite statutory language change Targa: The post‑1991 statute protects those who "disclose" or "threaten to disclose"; a refusal is not a "disclosure" under the amended text No definitive ruling; question certified to the Louisiana Supreme Court
Whether reports to a supervisor are protected when reporting is part of the employee’s normal job duties Menard: LEWS protects employees who report employer practices they reasonably believe violate law, regardless of job duties Targa: If reporting is part of the employee’s job, LEWS should not shield the employee from discipline (job‑duties exclusion) No definitive ruling; question certified to the Louisiana Supreme Court

Key Cases Cited

  • Cheramie v. J. Wayne Plaisance, Inc., 595 So. 2d 619 (La. 1992) (held refusal to participate in illegal environmental work constituted protected complaint under pre‑1991 LEWS)
  • Borcik v. Crosby Tugs, L.L.C., 222 So. 3d 672 (La. 2017) (discusses LEWS and state constitutional environmental policy)
  • Stone v. Entergy Servs., Inc., 9 So. 3d 193 (La. Ct. App. 2009) (adopts a job‑duties exception to LEWS protection)
  • Matthews v. Mil. Dep’t ex rel. State, 970 So. 2d 1089 (La. Ct. App. 2007) (supports job‑duties exclusion)
  • Derbonne v. State Police Commission, 314 So. 3d 861 (La. Ct. App. 2020) (rejects job‑duties exclusion as atextual and contrary to whistleblower policy)
  • City of Fort Worth v. Pridgen, 653 S.W.3d 176 (Tex. 2022) (refuses to recognize job‑duties exclusion under Texas whistleblower law)
  • Kidwell v. Sybaritic, Inc., 784 N.W.2d 220 (Minn. 2010) (holds reports made as part of job duties are not whistleblowing under Minnesota law)
  • Swindol v. Aurora Flight Scis. Corp., 805 F.3d 516 (5th Cir. 2015) (sets factors for federal certification to state supreme court)
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Case Details

Case Name: Menard v. Targa Resources
Court Name: Court of Appeals for the Fifth Circuit
Date Published: Jan 6, 2023
Citations: 56 F.4th 1019; 22-30178
Docket Number: 22-30178
Court Abbreviation: 5th Cir.
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    Menard v. Targa Resources, 56 F.4th 1019