transcript   Transcript

Overview of Administrative Hearing; Requesting and Preparing for Hearing

Recorded on: Sep. 21, 2017
Running Time: 01:45:55

Full Transcript:

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Taken from the Web Program Representing the Pro Bono Client: Advocacy Skills for Administrative Hearings 2017 recorded September 2017 in San Francisco.

Overview of Administrative Hearing; Requesting and Preparing for Hearing [01:45:55]

I. Overview of Administrative Hearing
    A. Approach to Training
• Much in common, each agency has special aspects
    B. Key Differences From Court
• More informal setting, tone, rules
            • “Discovery”
            • Evidence rules
            • Office of Administrative Law Hearings/APA hearings more formal
        • ALJ’s accustomed to Lay (or no) representation 
        • Aid Paid Pending or Benefits Continuation
        • Appeals based on administrative record
    C. Introduction to and Administrative Procedure for Benefits Rights
• Social Services claims and appeals
        • Supplemental Security Income claims and appeals
        • Public Housing and HCVP reviews and hearings
        • Public benefits claims and appeals: General Assistance, CalWORKs, CalFresh, Medi-Cal, etc. 
        • Unemployment and state disability Insurance claims and appeals
        • Wage claims and adjudication process
        • School discipline and expulsion hearings

II. Requesting and Preparing for Hearing
A. Jurisdictional and Aid Paid Pending (APP) Limits
• Hearing Requests
            • Program-by-program examples 
        • APP Limits
            • Varies program to program
            • County programs (like GA, County Health) can be as short as 1 week
            • Some programs include additional time for good cause or equity (e.g. WIC 10951, lack of notice)
            • Some require confirmation of issues (APA hearings) with deadline to submit
            • Can be different within program (e.g. SSA initial claims; Continuing Disability Reviews (CDRs); age 18 redeterminations)
        • Issues
        • Date of notice vs. date of mailing (keep envelope); agency presumption of 5 days for mailing
    B. Requesting Format of Hearing and Special Services
• In person vs. video vs. phone hearings 
        • SSA regulations  (include right to in-person hearing)
        • Interpreters and accommodations
        • Program-by-program examples 
    C. Discovery
• Informal exchange of information
        • File review
            • Statutory and regulatory rules re: charging fees to access record copies
            • Issues with/availability of electronic review
        • Access issues (privilege/confidentiality)
            • Some (APA) hearings have more formal process and strict timelines    
        • Program-by-program examples 
    D. Witnesses and Subpoenas
• Client and witness preparation
        • Subpoenas
            • Most agencies issue subpoenas, but not all websites/regulations tell you how to get it
            • Many subpoenas are not enforceable or are hard to enforce, but can reference issuance
            • Service issues
        • Declarations
        • Program-by-program examples 
    E. Position Statements
• Notice of Hearing: list of issues and/or experts
        • Agency position statements
            • Some require, and have deadline for, agency position
                • List of relevant rules
                • List of witnesses to be called
        • Claimant’s position: generally not required, but helpful
        • Program-by-program samples and discussion thereof
    F. Postponements
G. Informal Resolution
• Possibility of redetermination
        • Possibility of settlement/mediation
Lauren Hansen, Joanna Parnes, Adam Poe, Abigail Trillin, Carole Vigne

The purchase price of this segment includes the following article from the Course Handbook available online:

  • California Department of Social Services Administrative Hearings Outline
    Lauren Hansen, Jodie Berger
  • Sample Claimant’s Position Statement
    Lauren Hansen, Gretchen Regenhardt
  • Defending Students in Expulsion Proceedings: A Manual for Pro Bono Attorneys in CA, Legal Services for Children
    Ana Flores, Abigail Trillin
  • Social Security Administrative Hearings Outline
    Joanna Parnes
  • Ensuring Program Uniformity at the Hearing and Appeals Council Levels of the Administrative Review Process, Federal Register, Vol. 81, No. 242, (2016)
    Joanna Parnes
  • Social Security Ruling 11-1p: Titles II and XVI: Procedures for Handling Requests to File Subsequent Applications for Disability Benefits, Social Security Administration (2011)
    Joanna Parnes
  • Social Security Ruling, SSR 13-1p: Titles II and XVI: Agency Processes for Addressing Allegations of Unfairness, Prejudice, Partiality, Bias, Misconduct, or Discrimination by Administrative Law Judges (ALJs), Social Security Administration (2013)
    Joanna Parnes
  • Social Security Ruling, SSR 13-2p: Titles II and XVI: Evaluating Cases Involving Drug Addiction and Alcoholism (DAA), Social Security Administration (2013)
    Joanna Parnes

Presentation Material

  • Representing the Pro Bono Client: Advocacy Skills for Administrative Hearings (PowerPoint slides)
    Lauren Hansen, Joanna Parnes, Adam Poe, Abigail Trillin, Carole Vigne
Lauren Hansen ~ Staff Attorney, Public Interest Law Project
Joanna Parnes ~ Staff Attorney and SSI Project Coordinator, Bay Area Legal Aid
Adam Poe ~ Staff Attorney and Reentry Project Coordinator, Bay Area Legal Aid
Abigail Trillin ~ Executive Director, Legal Services For Children Inc.
Carole Vigne ~ Senior Staff Attorney and Director, Wage Protection Program, Legal Aid at Work
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