Perez v. McDonough

District Court, N.D. California·Decided November 20, 2024·No. 4:23-cv-06713·Unknown

Opinion

CAROLINA PEREZ, Case No. 23-cv-06713-JST

Plaintiff, ORDER GRANTING MOTION TO v. DISMISS

DENIS MCDONOUGH, et al., Re: ECF No. 24 Defendants.

Before the Court is a motion to dismiss by Defendants Secretary of Veterans Affairs Dennis McDonough and the Department of Veterans Affairs (“the VA”) (collectively, “Defendants” or “the VA”). ECF No. 24. The Court will grant the motion. A. Factual Background Plaintiff Carolina Perez, who was born in Nicaragua in 1968, began working at the VA in 2003 as a staff nurse at the Palo Alto Health Care System (“Palo Alto VA”). ECF No. 22 ¶¶ 7, 8. Perez speaks with a “noticeable accent.” Id. ¶ 7. In March 2018, Perez was selected as the Chief Nurse of the Palo Alto VA. Id. ¶ 8. As part of this role, she oversaw three facility locations (Palo Alto, Livermore, and Menlo Park), and oversaw approximately 440 staff members. Id. From 2003 to 2021, Perez alleges that she received only “fully successful or exceptional performance evaluations.” Id. ¶ 9. In March 2020, owing to the COVID-19 pandemic, “Acting Deputy Nurse Executive David Renfro assigned Perez to physically report to the Menlo Park facility and not to physically visit the Livermore or Palo Alto facilities.” Id. ¶ 10. Renfro assigned Joy Abbey, “a Caucasian, Id. ¶¶ 8, 10. In July 2020, a COVID-19 outbreak occurred at the Livermore facility. Id. ¶ 12. A subsequent VA investigation concluded that “an employee reported to work and failed to truthfully respond to a health screening questionnaire.” Id. Renfro, along with VA employee and decision-maker Michelle Mountfort, “proposed an admonishment as a disciplinary action to Perez, as well as a non-white nursing assistant and assistant nurse manager; positions that were approximately two levels lower than Perez’s level.” Id. ¶¶ 5, 14. Renfro and Mountfort did not discipline Abbey, “even though she was the highest-ranking nurse physically overseeing the Livermore facility.” Id. ¶ 14. “On or about March 6, 2021, Perez submitted a written response to the admonishment, contesting the reasons for the admonishment and also reporting her concern that she was being treated differently than Abbey.” Id. ¶ 15. Separately, in January 2021, Renfro allegedly “initiated an informal fact-finding investigation regarding Perez’s leadership.” Id. ¶ 13. He neither notified Perez of this informal investigation nor interviewed her as part of it. Id. When Renfro’s informal investigation concluded on March 11, 2021, he “did not issue Perez any written discipline,” but he did note that “the most significant concern was the manner Perez communicated with Abbey.” Id. ¶ 16. He allegedly critiqued her “for being too strict and harsh as a leader,” and he “praised Abbey for being nice, caring, and a leader people liked.” Id. Perez alleges that “Renfro’s critiques of [her] stem from his belief that she did not fit his gender-based stereotype.” Id. Thereafter, on March 30, 2021, Perez received her annual performance review from Renfro, where he rated her performance as “fully successful” and noted, among other comments, that “Ms. Perez embodies the spirit and compassion of an ECS Nurse Leader. She is passionate about the care she supervises, she is knowledgeable and skilled in ECS Nursing.” Id. ¶ 17. Two months later, in May 2021, Perez “filed an administrative grievance contesting the [prior] admonishment and again reporting her concern that she was being treated differently than Abbey.” Id. ¶ 18. “Mountfort and Renfro sustained the admonishment.” Id. Subsequently, on June 1, 2021, Mountfort notified Perez that the VA was placing Perez on a detail away from extended care to the nursing supervisor office, “due to an alleged patient complaint.” Id. ¶ 19. decisionmakers Mountfort, Renfro, and Lisa Howard, then issued Perez a letter confirming her placement on the detail and noting that the detail would remain in effect until the conclusion of the fact finding.1 Id. Abbey was assigned as the acting Chief Nurse of Palo Alto, replacing Perez’s position. Id. ¶ 21. In or about July 2021, the Chief of Domiciliary Service, Kate Severin, issued a fact-finding report “stemming from the patient complaint and related to Perez’s leadership.” Id. ¶ 22. The report “concluded that none of the allegations against Perez were substantiated.”2 In September 2021, Renfro “informed Perez to start looking for a new position within the VA.” Id. ¶ 24. On December 1, 2021, “the VA, through decisionmakers Renfro and Howard, issued Perez a detail to the quality, safety, and value (“QSV”) division as a registered nurse for 30 days and continued to extend the detail, multiple times, through November 2022.” Id. ¶ 25. On December 8, 2021, Perez filed an informal complaint with the VA’s Equal Employment Opportunity (“EEO”) office alleging discrimination, retaliation, and a hostile work environment. Id. ¶ 26. Renfro became aware of this complaint shortly after Perez filed it. Id. In January 2022, the VA, through decisionmakers Renfro and Howard, offered Perez a non-supervisory position as an accreditation quality manager. Id. ¶ 27. In April 2022, “Perez became aware that Renfro drafted her FY 2022 performance review,” but it allegedly “contained several inaccurate statements and eliminated critical context from her self-evaluation.” Id. ¶ 28. Approximately six months later, “Perez filed a second informal EEO complaint to include the numerous detail extensions she received within the QSV.” Id. ¶ 29. On November 23, 2022, “the VA permanently reassigned Perez to the accreditation quality manager position with the QSV. In this role, Perez does not supervise any employees and has diminished promotion potential.” Id. ¶ 30. Finally, in September 2023, “the VA, through decisionmakers Renfro and Howard, selected Abbey to serve as the chief nurse of the Palo Alto, VA.” Id. ¶ 32. 1 “VA policy states that details are temporary and that an employee should return to their original position at the end of any detail.” ECF No. 22 ¶ 20. B. Jurisdictional Exhaustion Perez’s allegations concerning jurisdictional exhaustion are as follows: “On or about November 30, 2021, Perez requested EEO counseling.” Id. ¶ 6. Thereafter, on January 6, 2022, Perez received the EEO counseling report. Id. On January 19, 2022, Perez filed a formal complaint against the VA. Id. The VA issued Perez a report of investigation on or about October 10, 2022. Id. Nine days later, Perez requested an EEOC hearing, which took place approximately between September 25 and 27, 2023. Id. On or about October 10, 2023, the VA issued a final order, noting Perez of her right to file an appeal within 90 days. Id. Plaintiff filed her complaint on December 29, 2023. ECF No. 1. She filed a first amended complaint (“FAC”) on April 4, 2024. ECF No. 22. She brings five claims against Defendants in her FAC, including: (1) race and national origin discrimination under Title VII; (2) sex and gender discrimination under Title VII; (3) age discrimination under the ADEA; (4) retaliation under Title VII; and (5) hostile work environment based on race, gender, national origin, age, and prior EEO activity under Title VII. The Court has jurisdiction under 28 U.S.C. § 1331. A. Rule 12(b)(6) “Dismissal under Rule 12(b)(6) is appropriate only where the complaint lacks a cognizable legal theory or sufficient facts to support a cognizable legal theory.” Mendiondo v. Centinela Hosp. Med. Ctr., 521 F.3d 1097, 1104 (9th Cir. 2008). To survive a motion to dismiss, “a complaint must contain sufficient factual matter, accepted as true, to ‘state a claim to relief that is plausible on its face.’” Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009) (quoting Bell Atlantic Corp. v. Twombly,

Perez v. McDonough, (N.D. Cal. 2024).

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