Beckley v. Bd. of Admin., CalPERS

CourtCalifornia Court of Appeal
DecidedDecember 26, 2013
DocketA135418A
StatusPublished

This text of Beckley v. Bd. of Admin., CalPERS (Beckley v. Bd. of Admin., CalPERS) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beckley v. Bd. of Admin., CalPERS, (Cal. Ct. App. 2013).

Opinion

Filed 11/27/13; pub. order 12/26/13 (see end of opn.; reposted 12/26/13 to add counsel)

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

FIRST APPELLATE DISTRICT

DIVISION FOUR

PERRY C. BECKLEY, Plaintiff and Respondent, A135418 v. BOARD OF ADMINISTRATION OF (Alameda County CALIFORNIA PUBLIC EMPLOYEES‘ Super. Ct. No. RG11593721) RETIREMENT SYSTEM, Defendant and Appellant.

Plaintiff Perry Beckley was a California Highway Patrol (CHP) officer until the CHP determined he was not able to perform the tasks required of an officer. He applied for disability retirement, and the Board of Administration of California Public Employees‘ Retirement System (CalPERS) denied his application, ruling that Beckley was not disabled from carrying out the duties of the position he had most recently held as a public affairs officer (PAO). Beckley brought a petition for writ of mandate, which the trial court granted. CalPERS has appealed.1 We shall affirm the trial court‘s judgment.

1 Although CalPERS filed an election to proceed with an appendix in lieu of a clerk‘s transcript (Cal. Rules of Court, rule 8.124), CalPERS failed to file an appendix. The only record of the trial court proceedings any party filed was a reporter‘s transcript. CalPERS also failed to ensure the administrative record was transmitted to this court in a timely manner. Because the factual background of this case is contained in the administrative record, which we arranged to have transmitted to us, we will decide this matter on the merits rather than dismissing it for appellants‘ failure to provide an adequate record. We remind CalPERS, however, of its obligation to do so. (See In re

1 I. BACKGROUND Beckley worked as a CHP officer for approximately 23 years. In 2003, he sought treatment for wrist and arm pain, which he believed were the result of processing an unusually large number of reports at work. Later in 2003, Beckley reported that he had hurt his back getting out of his state vehicle. While he was assigned to patrol duty later that year, he had ― ‗flare-ups‘ ‖ of his back condition, was diagnosed with lumbar disc degeneration and sciatica, and was taken off work temporarily on several occasions in 2003 and 2004. In 2004, Beckley applied for a position as a PAO. The duties of the position included meeting with local legislators, city managers, and community leaders; speaking to community groups; community outreach programs such as child car seat inspections; and attending community fairs. Beckley would typically drive a patrol car and wear a uniform when attending outreach events. He was not assigned a beat to patrol, but when driving in a patrol car in uniform, he was expected to undertake ordinary enforcement actions, and did so on a number of occasions. The PAO is not a limited duty position, and a PAO could be assigned to perform road duty. Beckley performed well in his position as a PAO. In 2006, Beckley was evaluated by a chiropractor, Dr. Erich Parks, in connection with a workers‘ compensation claim. Dr. Parks concluded that, as a result of his injuries to his upper extremities and lower back, Beckley could not ―continue in his occupation since he has preclusions which cause him to be unable to fulfill the 14 critical activities,

Marriage of Wilcox (2004) 124 Cal.App.4th 492, 498–499; Cal. Rules of Court, rule 8.120(a).) On our own motion, we take judicial notice of the records of the superior court in this matter. (Evid. Code, §§ 452, subd. (d) & 459.)

2 required by CHP.‖2 Of those tasks, Dr. Parks concluded Beckley was unable safely to extract a 200-pound victim from a vehicle and lift, carry, and drag the victim 50 feet; physically subdue and handcuff a combative subject; change a flat tire; drive for extended periods of time; and run up and down stairs. Either the State Compensation Insurance Fund or CHP‘s disability and retirement section reviewed the chiropractor‘s report, informed Beckley‘s commanding officer that Beckley ― ‗could not perform the 14 critical tasks,‘ ‖ and instructed the commanding officer to ― ‗send [Beckley] home.‘ ‖ The commanding officer did so. Beckley asked if he could continue to work as a PAO, and was told he could not do so because CHP officers had to be able to perform the 14 critical tasks at any time. Beckley was sent home on leave, and later took service retirement. It is undisputed that in his job as PAO, Beckley was not required to perform any of the 14 critical tasks regularly, although he performed a few of the tasks on rare occasions during his time as PAO. Beckley applied for industrial disability retirement. At a hearing on his application, Beckley presented evidence from three chiropractors that he was unable to carry out all of the 14 critical tasks. This evidence included the report of Dr. Parks, who had evaluated Beckley in connection with his workers‘ compensation claim. According to Dr. Parks, Beckley had suffered two distinct industrial injuries. The first involved

2 The administrative record includes a document entitled ―California Highway Patrol Officer Task Statements,‖ which lists 14 attributes (such as lower and upper extremity muscle strength, balance, flexibility, agility, and aerobic and anaerobic power and capacity), and samples of tasks that use those attributes, including running up and down stairs; ascending and descending an embankment; crawling/crouching/walking 50 feet; extracting a 200-pound victim from a vehicle and lifting, carrying, and/or dragging the victim 50 feet; exiting a vehicle, sprinting 50 yards, vaulting a three-foot barrier, and running 20 yards up a 40 percent grade; physically subduing and handcuffing a combative subject after a 100-yard chase; changing a flat tire; and driving, standing, or directing traffic for extended periods of time while dressed in full uniform. These tasks are referred to as the ―14 critical tasks.‖

3 ―cumulative trauma to his upper extremities,‖ including carpal tunnel syndrome. The second was the injury to Beckley‘s lower back, in which a ―chronic degenerative condition . . . was aggravated by a sudden twist when exiting a patrol car.‖ Dr. Parks concluded Beckley had lost approximately half of his pre-injury capacity for fine motor control of his hands and for lifting, and that he ―should be precluded from doing heavy lifting, repeat bending or stooping.‖ Dr. Parks believed Beckley‘s carpal tunnel syndrome was ―permanent and stationary,‖ and his low back condition was ―most likely permanent and stationary.‖ Another chiropractor, Dr. Joseph Ambrose, opined in 2005 that Beckley had strained his lower back and his upper extremities in his employment with CHP, and that, ―[g]iven [Beckley‘s] subjective factors of disability and objective findings . . . it is my opinion that this patient should be permanently precluded from heavy lifting, repeated bending, prolonged running, jogging or jarring activities.‖ Later, after reviewing MRI results, he opined that Beckley ―cannot perform all of the essential functions of his usual and customary occupation.‖ The third chiropractor, Dr. Moses Jacob, evaluated Beckley in 2008 and reviewed his medical records. He diagnosed Beckley as suffering from, among other things, chronic back strain, ―superimposed over lumbar disc herniation‖ and ―bilateral carpal tunnel syndrome,‖ and concluded that these injuries were caused by his employment as a CHP officer. Objective factors for the spine diagnoses included ―[l]imited mobility on extension,‖ ―[p]ain on palpation,‖ ―MRI findings,‖ and ―[p]ositive orthopedic tests.‖ Objective findings to support the upper extremity injury included limited mobility in the right wrist and positive orthopedic and radiographic tests. Dr. Jacob concluded Beckley

4 had a ―preclusion from heavy lifting, repeated bending and stooping,‖ and that as a result of his injuries, Beckley ―can NOT perform the duties required of a CHP officer.‖3 Dr.

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Beckley v. Bd. of Admin., CalPERS, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beckley-v-bd-of-admin-calpers-calctapp-2013.