San Bernardino County Employees Retirement Association
File #: 22-090    Name:
Type: Consent Item
File created: 3/8/2022 In control: BOARD OF RETIREMENT
On agenda: 5/5/2022 Final action:
Title: Approve the Service-Connected Disability Retirement application of Keith Montgomery - San Bernardino County - ARMC.
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FROM:                                          Barbara Hannah, Chief Counsel

 

SUBJECT:                                          Disability Retirement Application of Keith Montgomery                     

 

RECOMMENDATION:

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Approve the Service-Connected Disability Retirement application of Keith Montgomery - San Bernardino County - ARMC.

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Requested Benefit:

1.                     Service-Connected Disability Retirement

 

Staff Recommendation:

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

 

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

 

3.                     Staff shall initiate disability benefit payments with an effective date of October 15, 2016, the day after the last day of regular compensation. 

 

BACKGROUND:

Independent Medical Examiner - Alexander T. Latteri

Independent Medical Examiner - James O’Brien

Attorney - Jane Oatman, Esq. - Faunce, Singer & Oatman

 

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:                     Independent Medical Examiner’s Report - Dr. Latteri 10/15/20

Exhibit E:                     Independent Medical Examiner’s Report - Dr. O’Brien 11/01/21

Exhibit F:                     Independent Medical Examiner’s Report - Dr. O’Brien 02/11/22

Exhibit G:                     Independent Medical Examiner’s Report - Dr. O’Brien 04/01/22

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

Exhibit I:                     Department Statement of Facts

Exhibit J:                     Job Description, Physical Requirements