DISABILITY RETIREMENT STATUS REPORT

Transcription

1 DISABILITY RETIREMENT STATUS REPORT DISABILITY RETIREMENT APPLICATIONS: JANUARY 18, 2017 TABAREZ, Sheriff SCDR Application received on File under review. POMPEYO, JR. Notice of Filing of Compete Application mailed on Questionnaire sent to Human Resources on ; second request sent on Questionnaire sent to Dept. Head on ; received response on Request for Workers Comp. records sent to Athens on ; second request sent on Waiting for additional reports from Drs. Couris and Mani. Received Questionnaire from HR on Third request sent to Athens on : Phoned MSLA, Justin Fearrington. Receipt of Dr. Glassman s supplement report is still pending : Dr. Glassman s supplemental QME report received and forwarded to V. Shultz, Esq : Conference call with V. Shultz, Esq. determined Ophthalmological QME required for further evaluation of claim : Request ed to MSLA for Ophthalmologic QME appointment for Applicant, response pending : Conference call with and from V. Shultz, Esq. providing list of Applicant s medical records to be forwarded to QME for evaluation prior to appointment : 2nd request for QME appointment sent to MSLA : from MSLA: Search for available Ophthalmological QME ongoing; will schedule an appointment as soon as possible : MSLA advised that Applicant attended QME Ophthalmological appointment on S: DISABILITY/STATUS REPORTS/2017 PAGE

2 TABAREZ, POMPEYO, JR. (cont.) : Conference call between R Rodrigues; K. Kubler; VW Shultz; and Independent Psychiatric Medical Examiner, Dr. Glassman, to address and clarify concerns of Supplemental Report of and findings of appointment of Copies requested by Dr. Glassman of most recent (2015) file referenced psychiatric Physician Statement of Alvaro Camacho, M.D., M.P.H., as well as all other available follow-up reports of all other treating physicians seen in Dr. Glassman agreed to provide a supplemental follow-up examination since year has passed since his initial exam of Member Tabarez : Member advised to submit to ICERS list of all treating physicians for ICERS will request copies of 2015 medical records : Member provided list of treating physicians for Letters requesting Member s 2015 medical records sent to Physicians : Ophthalmological, Independent Medical Examination (IME) report for appointment with Dr. Le received from MSLA via . Copy scanned to V. Shultz, Esq. for review : 2 nd supplemental report request letter, including records/responses from 2015 treating physicians, mailed to Dr. Glassman, per direction from V. Shultz : Dr. Glassman, IME 2 nd supplemental report received and forwarded to V. Shultz via . Per direction from V. Shultz, Supplemental Department Questionnaire forwarded to Sheriff Dept : Supplemental Dept. Questionnaire response received and forwarded to V. Shultz : Per direction from V. Shultz, member medical evaluation request submitted to County Health Officer (CHO). File delivered to CHO. Exam and report are pending.02-05/16: CHO report completed. Recommendation to Board of Retirement is scheduled for March 16, 2016 meeting. 03/16/2016: Member Application for Service- Connected Disability Retirement denied by the Retirement Board with a vote of Yes: 6, No: 2, Absent: 1. S: DISABILITY/STATUS REPORTS/2017 PAGE

3 TABAREZ POMPEYO, JR. (cont.) : 45 Day Notice to file for Reconsideration or Hearing mailed to Member via Certified Mail, Return Receipt : Response to notice still pending : Signed contract agreement established with State Office of Administrative Hearings (OAH) to refer the decision on the disability retirement application to an independent Administrative Law Judge : Engagement letter signed with Jennifer S. Creighton, Attorney to represent ICERS before the OAH : Received via from OAH authorization to request hearing : By order of subpoena, duplicate case file of Member s medical records provided for courier pickup : Duplicate Member file FedEx d to JS Creighton. Any further documents received corresponding to Member s claim will be duplicated and forwarded to JS Creighton : Confirmation received from Clerk of the Board of Supervisors (CBOS) to reserve the Board of Supervisors (BOS) chambers for five optional dates, as required for selection for the hearing by OAH : OAH Application/Request for Hearing documents, completed by JS Creighton and by her direction, forwarded via by ICERS to OAH. OAH e-reply denied Request to Set docs; requires additional documents. Direction received from JS Creighton to stand-by pending her inquiry to OAH. 08/23/16: JS Creighton received notice from OAH that hearing has been scheduled for 11/30/16, at 10:00 a.m. in the BOS chambers. Office of Administrative Hearing scheduled 11/30/ /7/2016: Request by Applicant to OAH for Continuance of hearing granted to March 9, S: DISABILITY/STATUS REPORTS/2017 PAGE

4 McNAY, Sheriff SCDR Application received on from the Sheriff s ANN Department. File under review. Notice of Filing of Complete Application mailed on Questionnaire sent to Human Resources on Questionnaire sent to Dept. Head on : Response to HR Questionnaire received; Letter to Member, joining action, mailed : Signed Authorization to Release Records Info. and Claim Against Third Part received from Member : Letter request to Athens for records mailed and faxed : Phone request to Athens for W/C records : Second phone request to Athens for W/C records : Call to Athens re: request for records : Athens W/C records received : request to MSLA for QME appt. still pending : Called MSLA re: repeated requests for QME appt. (3) : Member attended IME; report pending : IME report received; CHO exam requested : Member file delivered to CHO for review; exam scheduled for : CHO exam and report completed. Recommendation to BOR is scheduled for March 16, 2016 meeting. 03/16/2016: Department Application for Service- Connected Disability Retirement denied by the Retirement Board with a unanimous vote : 45 Day Notice to file for Reconsideration or Hearing mailed to Department and Member via Certified Mail, Return Receipt : Request for Reconsideration and Request for Hearing received from Member Attorney representative : ICERS Notices of Receipt of Requests for Reconsideration and Hearing mailed to Member; copies mailed to Member s Attorney, Human Resources (HR), Department Head (DH), ICERS Disability Counsel (DC), and ICERS Board Counsel (BC) (all parties). S: DISABILITY/STATUS REPORTS/2017 PAGE

5 McNAY, Sheriff SCDR ANN (cont.) : Received by mail, Member s notice informing ICERS of retention of attorney representation and authorization to release information and records to same : Received by mail from Member s attorney, notice of representation. Notices of Reconsideration Hearing set for mailed to all parties : Notice of Re-scheduled Reconsideration Hearing set for mailed to all parties : Received by mail, copy of signed Briefing Schedule agreement between DC and Member s Attorney : DC to mail Brief to all parties : Direction from DC to prepare duplicate member file for delivery via FedEx to Member s attorney : Reconsideration hearing rescheduled for October 19, 2016 per request by Member Attorney; their final medical records review and preparation are still pending. Applicant s reply brief on reconsideration due on or before October 5, /6/2016: Applicant s Brief received; to be included with supporting documents for Reconsideration Hearing 10/19/ /16/16: Supplemental IME exam still pending. Second IME Exam completed 12/8/16; 12/23/16: report received by Disability Counsel and staff. Board hearing on reconsideration pending. S: DISABILITY/STATUS REPORTS/2017 PAGE

6 HARRIS, Sheriff SCDR THERESA : Application filed by Member. Notice of Complete Application was sent to member. Copies forwarded to HR, Ryan Childers ICERS Counsel, Dept. Head: : Ms. Harris Amended filed on : Worker s Comp. records request mailed to Athens Administrators. Questionnaire sent Inter-Office mail to Dept and H.R : Received Department Head s Questionnaire : Received Worker s Comp records from Athens and Questionnaire from H.R : Vivian requested copies of all medical records from Dr. Camacho, member s primary physician : Received invoice from Dr. Camacho for copies of medical records : Paid invoice received from Dr. Camacho : Second request to MSLA for IME. Received medical records requested from Dr. Camacho : Vivian requested an IME appointment with MSLA : Member duplicate records file sent to MSLA Via FedEx : Applicant attended appointment. IME exam completed waiting for report : Reimbursement paid to applicant for mileage : Vivian requested an IME appointment with an Orthopedist through MSLA. IME exam is scheduled for October 15, Confirmed by applicant she will be attending scheduled appointment : Applicant attended appointment. Received Dr. Sherman s IME report ; Sent Supplemental Department Questionnaire ; Received Questionnaire from Department. Exam appointment with CHO is scheduled on 11/8/ : Received CHO report and delivered to Disability Counsel; Administrative Recommendation scheduled for Board on December 21, : Application for Service-Connected Disability Retirement administratively unanimously granted. S: DISABILITY/STATUS REPORTS/2017 PAGE

7 NAUD, SHERIFF SCDR : Complete application filed by Safety YVONNE K. Member : Notice of Complete App. mailed to Member; copies to Department Head (DH), Human Resources (HR), Disability Counsel (DC), Board Counsel (BC) (all parties). DH and HR Questionnaires mailed. File duplicated and FedEx d to DC. 8/5/16: DC received file from ICERS. 8/29/16: Documents received from Athens. 9/21/2016: Applicant interview conducted by Disability Counsel; records under review. 11/4/2016: IME appointment pending. 11/16/2016: IME appointment scheduled for 12/6/2016, report pending. 12/22/16: IME Report received and under review by Disability Counsel and staff. 12/23/2016: Supplemental report received. 1/3/2017: Memo to department re accommodation of proposed work restrictions, response pending. BATMAN 08/15/2016 SUPERIOR SCDR SUSANA S : Complete application filed by Member : Notice of Complete Application mailed to Member and all parties; Department and Human Resources Questionnaires delivered via inter-office mail; : Duplicate Member file delivered to Disability Counsel (DC) via FedEx : Received Questionnaire response from department, sent document request to AIMS for workers compensation records. 10/03/2016: County HR Questionnaire response received; forwarded to DC. Receipt of W/C records pending. 10/31/16: Dept. delivered W/C records to ICERS; forwarded to DC via FedEx. 11/2/2016: DC received w/c records from AIMS. 12/8/2016: File under review. S: DISABILITY/STATUS REPORTS/2017 PAGE

8 MORA IRENE 08/31/2016 SOCICAL SERVICES SCDR : Complete application filed by Member : Notice of Complete Application mailed to Member and all parties : Department and Humans Resources Questionnaires delivered via intermail; Interview Appointment with Vivian is scheduled for October 19, 2016 at 1 p.m. ICERS building. Confirmation letter of appointment was mailed to member : W/C Records requested. Department and Human Resources Questionnaires delivered via inter-office mail : Received questionnaire response back from Human Resources : Applicant interview with DC and staff : Received questionnaire from department : Worker s compensation records received from Athens; file under review. ORNELAS 09/12/2016 PROBATION SCDR VERONICA : Complete application filed by Member : Notice of Complete Application mailed to Member and all parties; : Department and Humans Resources Questionnaires delivered via intermail; Interview Appointment with Vivian is scheduled for October 19, 2016 at 2 p.m. ICERS building. Confirmation letter of appointment was mailed to member : W/C Record s requested : W/C Records requested. Department and Human Resources Questionnaires delivered via interoffice mail : Received questionnaire response back from Human Resources : Applicant interview with DC and staff : Received questionnaire from department. 12/22/2016: Confirmation letter of appointment Sent to member, medical evaluation scheduled for January 21, S: DISABILITY/STATUS REPORTS/2017 PAGE

9 RAMIREZ 10/27/2016 PUBLIC WORKS SCDR RAMIRO. GECK, 11/03/2016 SOCIAL SERVICES SCDR CATHY : Complete application filed by Member : Duplicate Member file delivered to Disability Counsel : Notice of Complete Application mailed to Member and all parties; Department and Human Resources Questionnaires delivered via inter-office mail. 12/21/2016: member interviewed by Disability Counsel and staff. 12/22/2016: W/C records requested : Complete application filed by Member : Duplicate Member file delivered to Disability Counsel : Notice of Complete Application mailed to Member and all parties; Department and Human Resources Questionnaires delivered via inter-office mail. 11/29/2016: Received response from department. 12/21/2016: member interviewed by Disability Counsel and staff. 12/22/2016: Treating physician records requested. S: DISABILITY/STATUS REPORTS/2017 PAGE