Or. Admin. Code § 459-015-0010 - Criteria for Granting and Denying Disability Retirement Allowances

(1) PERS shall determine eligibility for disability retirement allowances based on an applicant's capacity and qualifications as set forth below.

(2) Medical documentation is required by PERS. Each disability retirement applicant shall supply any treating or consulting physician's examination report or other medical information requested by PERS. PERS may base its determination on either a treating or consulting physician's medical examination report or have the applicant examined by one or more physicians selected by PERS, or both.

(3) All claims of a disability must be supported by at least one physician's report, resulting from a medical examination, documenting how the injury or disease incapacitates the member. A physician assistant's examination report will be accepted as a physician's report when signed by a supervising physician who has examined the member.

(4) In addition, a disability retirement applicant shall be required to furnish the following:

(a) For claims of mental or emotional disorder, at least one report by a treating or consulting psychiatrist or doctor of psychology;

(b) For claims of orthopedic injury or disease, at least one report of a treating or consulting orthopedic or physical medicine and rehabilitation specialist;

(c) For claims of neurological or neurosurgical injury or disease, at least one report of a treating or consulting neurologist or neurosurgeon;

(d) For claims of fibromyalgia, at least one documented diagnosis by a rheumatologist, and at least one report of a treating or consulting rheumatologist or physical medicine and rehabilitation specialist; and

(e) Any other specialized physician's report that PERS deems necessary.

(5) To demonstrate that he or she is unable to perform any work for which qualified, as defined in OAR 459-015-0001(1), the applicant shall document how the injury or disease incapacitates the applicant. The standard is subjective (that is, whether the applicant is actually incapacitated) not objective (that is, whether a "normal" member would have been incapacitated by the same events).

(a) In determining what work for which a member is qualified, the following factors shall be considered:

(A) Previous employment experience;

(B) Formal education;

(C) Formal training;

(D) Transferable skills;

(E) Age; and

(F) Physical or mental impairment.

(b) In determining what work for which a member is qualified, PERS may request, at PERS' expense, a vocational evaluation be done by a vocational consultant who is fully certified as set forth in OAR 459-015-0001(2).

(c) The inability of the applicant to perform the duties of his or her last job, in itself, does not satisfy the criterion.

(d) An applicant's receipt of weekly unemployment insurance benefits after the date of disability shall create a rebuttable presumption that the member was able, available, and willing to perform any work for which qualified during the week for which the applicant received the benefits.

(6) When there is a dispute among medical experts, more weight will be given to those medical opinions that are both well-reasoned and based on complete information.

(7) The Board may deny any application or discontinue any disability retirement allowance if an applicant:

(a) Refuses to submit to an independent medical or vocational examination; or

(b) Refuses to submit to any medical examination or supply a completed application or review form.

Notes

Or. Admin. Code § 459-015-0010

PERS 2-1992, f. & cert. ef. 1-14-92; PERS 4-1992, f. & cert. ef. 5-4-92; PERS 15-2005, f. & cert. ef. 10-3-05; PERS 8-2014, f. & cert. ef. 7-25-14; PERS 8-2021, amend filed 12/03/2021, effective 12/3/2021

Statutory/Other Authority: ORS 238.650

Statutes/Other Implemented: ORS 238.320 & ORS 238.335