San Bernardino County Employees Retirement Association
File #: 19-471.1    Name:
Type: Closed Session
File created: 5/22/2020 In control: BOARD OF RETIREMENT
On agenda: 6/4/2020 Final action: 6/4/2020
Title: Review and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance application of Lorena Frey - County of San Bernardino - Probation.

FROM:                                          Barbara Hannah, Chief Counsel

 

SUBJECT:                                          Disability Retirement Application of Lorena Frey                     

 

RECOMMENDATION:

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Review and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance application of Lorena Frey - County of San Bernardino - Probation.

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Requested Benefit:

1.                     Service-Connected Disability Retirement with Supplemental Retirement Allowance

 

Staff Recommendation:

1.                     Maintain the initial board decision from September 5, 2019 that Lorena Frey is permanently incapacitated for the performance of duties based on the claimed injury(ies)/disease as listed in Exhibit A and the disability is service-connected; therefore, grant a service-connected disability benefit.

 

2.                     Lorena Frey is capable of gainful employment; therefore, deny the supplemental disability retirement allowance.

 

3.                     Staff initiated disability benefit payments with an effective date of September 30, 2017, the day after the last day of regular compensation.

 

4.                     Lorena Frey may proceed to an Administrative Review provided a written request is submitted in accordance with the Rules of the Procedures for Disability Retirement Applications and Formal Hearings, understanding that the hearing officer will hear the request benefits de novo, unless otherwise stipulated by the parties.

 

BACKGROUND:

On September 9, 2019, member requested Administrative Review and Reconsideration of the Board of Retirement Decision.

 

On October 1, 2019, additional information was provided by the member to SBCERA.

 

Based on the review of the additional information provided by the member, the medical advisor, Dr. Shoaib Naqvi, found no reason to change his original medical recommendation dated July 13, 2019.

 

Medical Advisor - Shoaib Naqvi, M.D.

Attorney - None

 

STAFF CONTACT:

David Lantzer

 

ATTACHMENTS:

Exhibit A:                      Claimed Injury or Disease

Exhibit B:                      Demographic Information

Exhibit C:                      Medical Advisor's Report - Reconsideration, Additional Documentation

Exhibit D:                      Medical Advisor’s Report - 07/13/2019

Exhibit E:                      Independent Medical Examiner’s Report

Exhibit F:                      Applicant’s Statement of Facts and Physician’s Report

Exhibit G:                      Department Statement of Facts

Exhibit H:                      Job Description, Physical Requirements