FROM: Barbara Hannah, Chief Counsel
SUBJECT: Disability Retirement Application of Paul E. Stephens
RECOMMENDATION:
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Approve the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Paul E. Stephens - San Bernardino County - Auditor - Controller/Treasurer/Tax-Collector after adjudication of the administrative fact-finding hearing on the service-connected issue.
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Requested Benefit:
1. Service-Connected Disability Retirement with Supplemental Retirement Allowance
Staff Recommendation:
1. Approve the Hearing Officer’s Recommendations and Findings of Fact that there is sufficient evidence to support that applicant’s disability is Service-Connected based on the claimed injury(ies)/disease as listed in Exhibit A; therefore, grant a Service-Connected disability retirement benefit.
2. Paul E. Stephens is permanently incapacitated for the performance of duties and a disability retirement should be granted.
3. Paul E. Stephens 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 11, 2021 date of application.
BACKGROUND:
Applicant’s Counsel - Jane H. Oatman, Esq. Faunce Singer & Oatman
Respondent’s Counsel - Allison C. Callaghan, Esq., Nossaman LLP
STAFF CONTACT:
Barbara Hannah
David Lantzer
ATTACHMENTS:
Exhibit A: Claimed Injury or Disease
Exhibit B: Demographic Information
Exhibit C: Hearing Officer’s Proposed Findings of Fact and Recommendations
Exhibit D: Joint Stipulation re Inapplicability of COVID Presumption and Order
Exhibit E: Applicant’s Finding of Fact Summary
Exhibit F: Respondent’s Opening Brief
Exhibit G: Applicant’s Statement of Facts
Exhibit H: Department Statement of Facts
Exhibit I: Job Description and Physical Requirements