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San Bernardino County Employees Retirement Association
File #: 22-318.1    Name:
Type: Closed Session
File created: 3/15/2023 In control: BOARD OF RETIREMENT
On agenda: 4/6/2023 Final action: 4/6/2023
Title: Approve and adopt the proposed findings and the recommendations of the referee regarding the Supplemental Retirement Allowance of Deborah Thompson - Superior Court.

FROM:                                          Barbara Hannah, Chief Counsel

 

SUBJECT:                                          Disability Retirement Application of Deborah Thompson

                                                                                                                         

RECOMMENDATION:

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Approve and adopt the proposed findings and the recommendations of the referee regarding the Supplemental Retirement Allowance of Deborah Thompson - Superior Court.

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Requested Benefit:

1.                     Supplemental Retirement Allowance

 

Staff Recommendation:

Pursuant to Government Code Section 31534, upon receiving the final proposed findings and recommended decision of the referee, the board may:

 

(a)                     Approve and adopt the proposed findings and the recommendations of the referee, or

(b)                     Require a transcript or summary of all the testimony, plus all other evidence received by the referee.  Upon the receipt thereof the board shall take such action as in its opinion as indicated by such evidence, or

(c)                     Refer the matter back with or without instructions to the referee for further proceedings, or

(d)                     Set the matter for hearing before itself.  At such hearing, the board shall hear and decide the matter as if it had not been referred to the referee.

 

BACKGROUND:

At the September 1, 2022 board meeting, the Board granted a Service-Connected Disability Retirement benefit, but denied the Supplemental Retirement Allowance.  On September 30, 2022, the applicant requested to proceed to Expedited Administrative Review.

 

Attorney - None

 

STAFF CONTACT:

Barbara Hannah

David Lantzer

 

ATTACHMENTS:

Exhibit A:                     Demographic Information 

Exhibit B:                     Hearing Officer's Findings and Recommendation

Exhibit C:                     Request for Expedited Administrative Review

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

Exhibit E:                     Department Statement of Facts

Exhibit F:                     Job Description, Physical Requirements Questionnaire