Current through September 18, 2024
A. Introduction
These Rules of Practice and Procedure are promulgated
pursuant to R.I. Gen. Laws §
36-8-3. The Rules shall be in
effect during any hearing on a contested case before the Retirement Board or
its duly authorized representatives.
B. Definitions
1. The definitions set forth in R.I. Gen.
Laws §§
36-8-1,
45-21-2,
45-21.2-2 and
16-16-1, and as further set forth
in Regulations promulgated by the Retirement Board, are specifically
incorporated by reference herein.
a.
"Contested case" means a matter for which a member requests a hearing because
they are aggrieved by an administrative action other than a Disability
decision. The term shall apply to hearings conducted before Hearing Officers,
and thereafter in proceedings before the full Retirement Board.
b. "Party" means any member, beneficiary,
Retirement System, or such other person or organization deemed by the Hearing
Officer to have standing.
c.
"Hearing officer" means an individual appointed by the Retirement Board to hear
and decide a contested case.
C. Request for Hearing and Appearance
1. Any member aggrieved by an administrative
action other than a Disability decision, may request a hearing of such
grievance. Upon such request, the matter will be deemed a contested case. The
procedure for Disability decisions and appeals therefrom shall be governed by
the procedures set forth in §
1.9 of this Part, Rules
Pertaining to the Application to Receive an Ordinary or Accidental Disability
Pension.
2. Such request shall be
in writing and shall be sent to the Retirement Board within sixty (60) days of
the date of a letter from the Executive Director or Assistant Executive
Director constituting a formal administrative denial.
3. A request for hearing shall be signed by
the member and shall contain the following information:
a. Name of member;
b. Date and nature of decision being
contested;
c. A clear statement of
the objection to the decision which must include the reasons the member feels
they are entitled to relief; and
d.
A concise statement of the relief sought.
4. Requests for hearing should be sent to the
Retirement Board at 50 Service Avenue, 2nd Floor, Warwick, RI
02886-1021.
5. Failure to strictly
comply with the procedures outlined in this Section shall be grounds to deny
any request for a hearing.
D. Contested Cases - Notice of Hearing
1. Upon receipt of a request for hearing in
matters other than Disability decisions and appeals therefrom, the Retirement
Board or its designee shall appoint a Hearing Officer. The appointed Hearing
Officer shall hear the matter, find facts and offer conclusions of law to the
Retirement Board. The decision of a Hearing Officer shall be subject to
approval by the full Retirement Board. The Retirement System's action shall not
be deemed final until such time as the Hearing Officer's recommendation has
been voted upon by the Retirement Board.
2. Within forty-five (45) days after receipt
by the Retirement Board of a request for hearing, the Retirement Board shall
give notice that the matter has been assigned to a Hearing Officer for
consideration.
3. In any contested
case, all parties shall be afforded an opportunity to be heard after reasonable
notice.
4. The notice described in
§
1.4(D)(2) of
this Part, above, shall include:
a. A
statement of the time, place, and nature of the hearing;
b. A statement of the legal authority and
jurisdiction under which the hearing is to be held;
c. A reference to the particular sections of
the statutes and Rules involved;
d.
The name, official title and mailing address of the Hearing Officer, if
any;
e. A statement of the issues
involved and, to the extent known, of the matters asserted by the parties;
and
f. A statement that a party who
fails to attend or participate in the hearing may be held to be in default and
have their appeal dismissed.
5. The notice may include any other matters
the Hearing Officer or the Retirement Board considers desirable to expedite the
proceedings.
E. Contested
Cases - Hearings in General
1. All parties
shall be afforded an opportunity to respond and present evidence and argument
on all issues involved.
2. Members
must appear at hearings either personally, or by appearance of legal counsel.
Members may represent themselves or be represented by legal counsel at their
own expense. Consistent with R.I. Gen. Laws § 1127-2 entitled, "Practice of
law", any person accompanying the member who is not a lawyer (certified member
of the bar of the State of Rhode Island) cannot represent the member in the
hearing.
3. Continuances and
postponements may be granted by the Hearing Officer or the Retirement Board at
their discretion.
4. Disposition
may be made of any contested case by stipulation, agreed settlement, consent
order or default.
5. Should the
Hearing Officer or Retirement Board determine that written memoranda are
required, the member will be notified by the Hearing Officer or the Retirement
Board of the need to file a written document which discusses the issues of the
case. Memoranda of law may always be offered in support of arguments offered by
the member or the representative of the Retirement Systems.
6. The Executive Director may, when they
deems appropriate, retain independent legal counsel to prosecute any contested
case.
7. A recording of each
hearing shall be made. Any party may request a transcript or copy of the tape
at their own expense.
F.
Contested Cases - Conduct of Hearings before Hearing Officers
1. Hearings shall be conducted by the Hearing
Officer who shall have authority to examine witnesses, to rule on motions, and
to rule upon the admissibility of evidence.
2. The Hearing shall be convened by the
Hearing Officer. Appearances shall be noted and any motions or preliminary
matters shall be taken up. Each party shall have the opportunity to present its
case generally on an issue by issue basis, by calling and examining witnesses
and introducing written evidence.
3. The Member shall first present their case
followed by presentation of the Retirement System's case.
4. The Hearing Officer shall have the
authority to continue or recess any hearing and to keep the record open for the
submission of additional evidence.
5. If for any reason a Hearing Officer cannot
continue on a case, another Hearing Officer will be appointed who will become
familiar with the record and perform any function remaining to be performed
without the necessity of repeating any previous proceedings in the
case.
6. Each party shall have the
opportunity to examine witnesses and cross examine opposing witnesses on any
matter relevant to the issues in the case.
7. Any objections to testimony or evidence
and the basis for the objection shall be made at the time the testimony or
evidence is offered.
8. The Hearing
Officer may question any party or any witness for the purpose of clarifying
their understanding or to clarify the record.
9. The scope of hearing shall be limited to
those matters specifically outlined in the request for hearing.
10. Written evidence will be marked for
identification. If the original is not readily available, written evidence may
be received in the form of copies or excerpts. Upon request, parties shall be
given an opportunity to compare the copy with the original.
11. Findings of fact shall be based solely on
the evidence and matters officially noticed.
12. If a member fails to attend or
participate in the hearing as requested, the Hearing Officer may default such
member and dismiss their appeal with prejudice.
G. Contested Cases - Record of Proceedings
before Hearing Officers
1. The record in a
contested case shall include:
a. All
pleadings, motions, intermediate rulings;
b. Evidence received or considered;
c. A statement of matters officially
noticed;
d. Questions and offers of
proof and rulings thereon;
e.
Proposed findings and exceptions;
f. Any decision, opinion, or report by the
Hearing Officer at the hearing; and
g. All staff memoranda or data submitted to
the Hearing Officer in connection with their consideration of the
case.
H.
Ex Parte Communications (Communications by one (1) party)
There shall be no communications between the Hearing
Officer and either a member, the Retirement System or the Retirement Board, or
any of their representatives regarding any issue of fact or law in a case,
without notice and opportunity for all parties to participate. There shall be
no written communications by any party that are not transmitted at the same
time to all parties.
I.
Rules of Evidence in Contested Cases
Irrelevant, immaterial, or unduly repetitious evidence
shall be excluded. The Rules of Evidence as applied in civil cases in the
Superior Courts of this State shall be followed. Evidence not usually admitted
under the Rules of Evidence for civil cases may be admitted where it is shown
that such evidence is necessary to ascertain facts not capable of being proved
otherwise. The Hearing Officer and the Retirement Board shall give effect to
the Rules of Privilege (such as attorney/client privilege) recognized by law.
Objections to evidence may be made and shall be noted in the record. Any part
of the evidence may be received in written form when a hearing needs to be
expedited and the interests of the parties will not be hurt
substantially.
J. Final
Decision and Member Right of Appeal
1. Within
twenty-five (25) days after receipt of the Hearing Officer's recommendation, a
copy thereof shall be served upon all parties to the proceeding and each party
shall be notified of the time and place when the matter shall be considered by
the Retirement Board. Each party to the proceeding shall be given the right to
make exceptions, to file briefs and to make oral arguments before the
Retirement Board. No additional evidence will be considered by the Retirement
Board once the Hearing Officer has issued a recommendation. A party wishing to
file a brief or make exceptions to the recommendation of the Hearing Officer
shall be required to submit the same to the Executive Director not later than
ten (10) days prior to the date when the Retirement Board is scheduled to hear
and act upon the recommendation of the Hearing Officer. The aggrieved party and
their representative shall have the right to appear before the Retirement Board
and make oral argument at the time of such hearing. No new testimony will be
taken, or evidence considered at this time. Consistent with R.I. Gen. Laws §
11-27-2 entitled, "Practice of
law" any person accompanying the member who is not a lawyer (certified member
of the bar of the State of Rhode Island), cannot represent the member before
the Retirement Board. After consideration of the decision of the Hearing
Officer and such other argument as shall be presented by any party to the
proceeding, the Retirement Board shall vote on the recommendation of the
Hearing Officer.
2. In the event of
a tie vote of a quorum present and voting on a contested matter, the matter
will automatically be placed on the agenda of the next Retirement Board
meeting.
3. In the event of a tie
vote of a quorum present and voting on a contested matter rescheduled from a
prior meeting, the Retirement Board may vote to postpone and re-consider the
matter at a subsequent hearing, when a larger number of voting members may be
present. If no such vote to postpone and re-consider is taken, or if a vote to
postpone and reconsider the matter at a later date fails, the underlying action
appealed from will be deemed affirmed.
K. Requests for Rehearing
1. A request for rehearing which is submitted
prior to the issuance of the Hearing Officer's recommendation should be made in
writing. The request must detail the substance of any additional evidence to be
offered, and the reason for the failure of the party to offer it at the prior
proceedings.
2. A rehearing will be
denied if the evidence does not bear on any issue in contest in the original
proceedings, will not likely affect the final recommendation, or if the request
appears to be merely for purposes of delaying a final decision. A second
(2nd) request for rehearing after the granting or
denial of a prior request for rehearing will not be permitted.