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San Bernardino County Employees Retirement Association
File #: 23-427    Name:
Type: Closed Session
File created: 10/13/2023 In control: BOARD OF RETIREMENT
On agenda: 11/2/2023 Final action:
Title: Review and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Rosie Martinez - San Bernardino County - Auditor/Controller - Treasurer - Tax Collector.

FROM:                                          Barbara Hannah, Chief Counsel

 

SUBJECT:                                          Disability Retirement Application of Rosie Martinez                     

 

RECOMMENDATION:

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Review and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Rosie Martinez - San Bernardino County - Auditor/Controller - Treasurer - Tax Collector.

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Requested Benefit:

1.                     Service-Connected Disability Retirement with Supplemental Retirement Allowance

 

Staff Recommendation:

1.                     Rosie Martinez is permanently incapacitated for the performance of duties and a disability retirement should be granted.

 

2.                     Rosie Martinez’s disability is nonservice-connected based on the claimed injury(ies)/disease as listed in Exhibit A; therefore, grant a nonservice-connected disability benefit.

 

3.                     Rosie Martinez is not capable of gainful employment; therefore, grant the supplemental disability retirement allowance.

 

4.                     Staff shall initiate disability benefit payments with an effective date of June 5, 2021, the day after the last day of regular compensation.

 

BACKGROUND:

Medical Advisor - Lance Mohr, M.D., M.P.H.

Attorney - None

 

STAFF CONTACT:

Barbara Hannah

David Lantzer

 

ATTACHMENTS:

Exhibit A:                     Claimed Injury or Disease

Exhibit B:                     Demographic Information

Exhibit C:                     Medical Advisor’s Report

Exhibit D:                     Medical Advisor’s Supplemental Report

Exhibit E:                     Independent Medical Examiner’s Report - Dr. Lipper 07/30/23

Exhibit F:                     Independent Medical Examiner’s Report - Dr. Recasens 08/08/23

Exhibit G:                     Independent Medical Examiner’s Report - Dr. Ruder 08/30/23

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

Exhibit I:                     Department Statement of Facts

Exhibit J:                     Job Description, Physical Requirements