36 years experience involving Vocational Assessments, Vocational Rehabilitation, Disability Analysis, Return-to-Work issues, Earning Capacity issues, Sophisticated Transferability-of-Skills applications, Corporate and Small Business Management and in the capture and presentation of occupational data for use in analytical/forensic summaries. My practice includes evaluating the effect of chronic pain as it relates to the likelihood of return-to-work and/or wage loss when these apply. My scope of practice requires that I testify as to the impact of various disabling conditions as they impact earning capacity. Between 1989 and 1991 I served on the Board of Directors of the Florida Association of Rehabilitation Providers in the Private Sector, [FARPPS] as the State Publications Chair. I am Nationally Board-Certified by the American Psychotherapy Associatiion as a Board Certified Professional Counselor [B.C.P.C.]. I am Nationally Board-Certified by the Commission of Certified Disability Analysts as a Certified Disability Management Specialist [C.D.M.S.], Licensed by the State of Florida as a Qualified Rehabilitation Provider [QRP], designated as a Disability Analyst Fellow [D.A.F]. & Senior Disability Analyst and Diplomate [S.D.A.D.], by the American Board of Disability Analysts.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: MASTER OF SCIENCE DEGREE, Health Administration & Wellness, California College of Health Sciences, National City, CA. 1999
Accredited by the Distance Education and Training Council [DETC] listed by the U.S. Department of Education as a Nationally Recognized Accrediting Agency and a Member of the Council for Higher Education Accreditation [CHEA]
Thesis; Value of Training and Orientation Programs in Large Medical Facilities Pre Thesis Topic: Pain Management Efficacy and Practices Hospice, Home and Hospital
BACHELOR OF SCIENCE DEGREE, Business Management, Florida State University, Tallahassee, FL. 1973
Honors Degree Program, Business Administration, Florida State University, Tallahassee, FL.
University of South Florida, Tampa, FL c/o John Rasch, PhD, CRC, Dept of Rehabilitation Counseling
Computer Assisted Occupational Analysis Worker Trait Profiles Interface with DOT, GOE and other DOL resources
Vocational Rehabilitation Job Placement and Labor Market Appraisal
QRP [Qualified Rehabilitation Provider] - Certification c/o State of Florida, 2002 Provider Number WC 100 1598
Dept of Education, Division of Rehabilitation 2728 Centerview Bldg., 101A Forrest Bldg, Tallahassee, FL 32399-04000 http://www.rehabworks.org/index.cfm?fuseaction=SubMain.WorkersComp Rule 6A-22.002, Florida Administrative Code and Section 440.491 (7), Florida Statutes.
CDMS [Board Certified Disability Management Specialist] , Certification of Disability Management Specialists Commission, ACCREDITED BY NATIONAL COMMISSION FOR CERTIFYING AGENCIES WWW.NOCA.ORG, 1835 Rohlwing Road, Suite E, Rolling Meadows, IL 60008 WWW.CDMS.ORG ID Number 009349 new ID Number July 2003 = 00043242
SDAD Certified, [Senior Disability Analyst and Diplomate] American Board of Disability Analysts, Park Plaza Medical Building, 345 24th Avenue North, Suite 200, Nashville, TN. 615 327 2984 ph 615 327 9235 facsimile Certificate #7029-04
DAF Certified, [Disability Analyst Fellow] American Board of Disability Analysts, Park Plaza Medical Building, 345 24th Avenue North, Suite 200, Nashville, TN. 615 327 2984 ph 615 327 9235 facsimile Certificate #5408-00
BCPC [Board Certified Professional Counselor] American Psychotherapy Association, 2750 East Sunshine, Springfield MO 65804, [417] 823 0173 ph [417] 823 9959 fx www.americanpsychotherapy.com
Qualified Level C Psychometric Tester The Psychological Corporation, [Tests for Dyslexia etc], 19500 Bulverde Road, San Antonio, TX 78259 (800) 211 8378 ph (800) 232 1223 fax; www.eTestingNetwork.com/psychcorp/admin.asp. Requires a PhD or EdD within the field usually Psychologist or Specialized training in the field documented by certificate of training. 2003
Qualified Level B and S Psychometric Tester; PAR, Psychological Assessment Resources Inc., Lutz, FL 2001 WWW.PARINC.COM QUALIFICATION LEVEL B = Degree in Psychology, Counseling or a closely related field PLUS satisfactory completion of course study in Test Interpretation, Psychometrics and Measurement Theory, Educational Statistics or a closely related area QUALIFICATION LEVEL S = Degree, certificate or license to practice in a health care profession or occupation including; clinical psychology, medicine, neurology, neuropsychology, occupational therapy and other health care professions PLUS appropriate training and experience in the ethical administration, scoring and interpretation of clinical behavioral assessment instruments.
Qualified Level M and C Psychometric Tester; Pearson Assessments; Clinical & Career Assessments; [800] 627 7271 http://assessments.ncpearson.com LEVEL M Qualification in the Health Care Field and accompany licenses or certification LEVEL C QUALIFICATIONS = Bachelor degree in psychology, education, human relations or human resources, business or closely related field
Certified; TABE [Test of Adult Basic Education], WRAT-3 [Wide Range Achievement Test], Wonderlic Personnel Test [Aptitude], Wonderlic [Test of Basic Education], COPEs System [Aptitude, Achievement & Interest], Holland Self Directed
Search [Interest], Standards of Educational and Psychological Testing; c/o CareerPoint Inc., 4450 Belden Village Street, Canton, OH. 44718-3672 [877] 212 1689 c/o John Quinn, PhD. 2001
Certified; TABE [Test of Adult Basic Education] Administrator, CTB/McGraw-Hill, 2001
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CEU Training; Diabetes Education West Palm Beach, FL. VA Medical Center; 12 hours CEU, Aug 2003 c/o Jo Anne Deuschle, RN, MS, CDE
CEU Training; ìAdvanced Expert Witness Deposition Tactics in Florida, c/o National BusinessInstitute, COURSE -7U5508, West Palm Beach, FL. July, 2003
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CEU Training; International Association of Rehabilitation Professionals; Workers Compensation Injury Medical and Adjuster Case Management; Tampa, FL. June 2003
Regional Sympathetic Disorder Diagnosis and Treatment; Phyllis Gerber, MD
Workplace Drug-Screening, Richard Johnson, MD.
Hand Injuries; Treatment and Case Management; Dale Bramlet, MD.
Knee Injuries; Treatment and Case Management, Vladimir Alexander, MD.
Workers Compensation Legislation through June 2003; Nancy L. Cavey, Esq.
Psychiatric Disabilities, Treatment and case Management, Gilson S. Webb, MD.
CEU Training; Florida Rehabilitation Association/Florida Vocational Evaluation & Work Adjustment Assn. Sponsored by
University of South Florida Department of Rehabilitation and Mental Health Counseling; June 2003
Effective Strategies for Evaluation and Placement of Persons with Psychiatric Disabilities; Susan Kelley, PhD., Univ. of South Florida
Assessment and Placement of Persons with Traumatic Brain Injuries, Steven Fox CRC, Mental Health Counselor; HealthSouth
Ethics of Counseling; Charlotte Dixon, RhD. University of South Florida
Legal and Professional Issues in Counseling; Michael Richard, PhD., University of South Florida
CEU Training; International Association of Rehabilitation Professionals; Annual Education Conference of the Forensic Section;
Orlando, FL 2002
Basic Elements of a Forensic Case Workup; G. Cyphers, Med., LPC, CRC, CDMS
Earning Capacity Testimony; A. Neulicht, PhD., CLCP, CRC, CVE, CDMS, ABVE-D
Earning Capacity and Employability Evaluation Methodologies; P. Renfro, RN, MS, CRC, CDMS, ORC
Guidelines for Life Care Planning; R. Thomas, PhD, CRC, NCC
Case Development Methodology for Rehab. Forensic Experts; H. Sawyer, EdD.
Is Your Expert Opinion Valid?; A. Neulcht, Phd, CLCP, CRC, CVE, CDMS, ABVE-D
Use of TSA in Forensic Cases; S. Bast, MHS, CVE, CDMS, CCM
Science v. Non-Science Vocational Methodologies; D. Stein, PhD, CRC, CDMS, LRC, LPC
CEU Training; Workers Compensation in Florida, c/o Lorman Education Services, Eau Claire, WI Course Number 13019. 2002
CEU Training; PAIN; Latest Assessment and Treatment Strategies, Cortext; a Division of Medical Education Collaborative. Brent Van Dorsten, PhD. University of Colorado; Rehabilitation Center; Aurora, CO. Brent.VanDorsten@UCHSC.EDU 2002
CEU Training; ADA, FMLA and Workersí Compensation in Floridaî, c/o Lorman Education Services, Eau Claire, WI Course Number 4730 2. 2002
CEU Training; Managing Attorney-Client Privilege And The Work-Product Doctrine In Floridaî, c/o National Business Institute, COURSE 06T0417, West Palm Beach, FL. 2002 Canton, OH. 44718-3672 [877] 212 1689 c/o Beverly Ford, PhD. - 2002
CEU Training; Job Placement for the Hard-to-Employ, c/o CareerPoint Inc., 4450 Belden Village Street, Canton, OH. 44718-3672 [877] 212 1689 c/o Beverly Ford, PhD. - 2002
2001 Job Survival Skills for Rehabilitation Professionals , FRA & FLVEWAA CERTIFICATIONS, Tampa, Fl.
2001; Rehabilitation Engineering and Assistive Technology Society of North America [RESNA] Conference, Reno, NV. Universal Design Rehabilitation Technologies in Computer-Assisted Databases Speech Recognition
2000; Medical, Vocational and Economic Factors in Assessing Damage, Professional Education Systems Inc., Dania, FL. Anthony J. Dorto, Merle F. Dimbath and John M. Williams
2000: Palm Beach County, Florida; WORKFORCE 2020 Labor Market Demographics, Wage and Employee Turnover Cost, et al
1999; National College of Expert Witnesses, Litigation Consultants & Attorneys, National Forensic Center, Newport Beach, CA.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Editor, State Board of Directors & Statewide Newsletter, Florida Association of
Rehabilitation Providers in the Private Sector [FARPPS] 1987-1990
Member, International Association of Rehabilitation Professionals; www.rehabpro.org 2002 to Present
Member, Amputee Coalition of America [ACA], #0000045421 Exp 2/2002 to Present
Member, National Member, National Rehabilitation Association [NRA], #454096 2001 to Present
Member, Rehabilitation Engineering and Assistive Technology Society of North America [RESNA], 2001 to Present
National Member; Association for Job Search Training [AJST] 1996 to Present
Member, National Network of Career & Life Management Consultants & Life Dimensions, Inc. 1995 to Present
Member, Palms West Chamber of Commerce, Loxahatchee, FL & Chamber of the Palm Beaches, West Palm Beach, FL 1989 TO PRESENT
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: "IMPUTATION OF INCOME" Palm Beach County Bar Association, West Palm Beach, Florida February 2009
"Trauma for Trial Lawyers", "How to Merge Medical or Psychological Records [with] Vocational Rehabilitation Expert Opinions" presentation before the Palm Beach Country [Florida] Trial Lawyers Association, 2005
Numerous presentations before the Florida Association of Rehabilitation Professionals in the Private Sector [FARPPS] 1980s to 1990 -- Topics including 1) Impact of Pain on Vocational Options 2) Integrating U.S. Department of Labor Archive Information into Vocational/Earning Capacity Opinions 3) RSD
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: NO. NONE
Q: On how many occasions have you been retained as an expert?
A: In the capacity of "Testifying Expert" more than 700 from 1999 to 2009. In the capacity of "Consulting Expert" more than 15000 between 1984 and 2008.
Q: For what area(s) of expertise have you been retained as an expert?
A: Divorce Personal Injury Employment-Law
Wrongful Death Medical Malpractice + Legal Malpractice
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately 90%
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately 10%
Q: On how many occasions have you had your deposition taken?
A: More than 250 between 1999 and 2009
Q: When was the last time you had your deposition taken?
A: SEPTEMBER 2009
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: More than 400 1999-2009
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: LESS THAN 10
Q: For how many years have you worked with the legal industry as an expert?
A: 1984 TO 2009
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting Services Trial Witness Services Individual Vocational - Earning Capacity - Ergonomic-need - Life Care Planning Assessments - Psychological & Educational Testing Computerized Transferable Skills Analysis - Transferability of Skills Occupational Analysis Wage Reporting - Pre-Injury v. Post-Injury Earnings & Employment-Loss Determination - Labor Market Surveys - Employer Lists within SICs
Q: What is your hourly rate to consult with an attorney?
A: $225.00
Q: What is your hourly rate to review documents?
A: $225.00
Q: What is your hourly rate to provide deposition testimony?
A: $1000 for up to 2 hours. After two hours $225.00 per hour applies - Full day rates @ $1800.00 + expenses
Q: What is your hourly rate to provide testimony at trial?
A: $1000 for up to 2 hours. After two hours $225.00 per hour applies - Full day rates @ $1800.00 + expenses
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Carrier's Career Service, Inc. will function in the capacity of information purveyor and/or as a trial-witness presenting in a public forum, this same information. Due to chronic orthopedic complaints, when required to travel, the retaining office will pre pay first class travel costs.
JOB DEVELOPMENT, CASE REVIEW, CONSULTING & ANALYSIS - CCS will meet with attorneys, physicians and all other parties as necessary and authorized in the process of gathering and validating information. It is sometimes necessary to actually validate real positions in a locale which would fit into the employment profile of an individual based on the TSA and/or Labor Market Survey. CCS is prepared to conduct telephone and on-site work surveys as necessary, to verify the existence of positions, wages and other particulars on request.
Fee for Job Development, Case Review, Consulting & Analysis $225.00/hour
Travel $225.00 per hour
EDUCATIONAL AND OCCUPATIONAL TESTING
The Holland ìSelf Directed Searchî Interest Inventory $100.00*
The WONDERLIC Personnel Aptitude Test $100.00*
The WONDERLIC Basic Skills [WBST] Test $150.00*
The Purdue Pegboard Test of Manual Dexterity $100.00*
Reynolds Depression Screening Inventory 100.00*
Multidimensional Anxiety Questionnaire [MAQ] $100.00*
Ruff-Light Trail Making Test Memory [RLTMT] ... $150.00*
Additional Testing; TABE, COPS, CAPS, COPES as required Prices vary
* Regular hourly rates apply for test result analysis and reporting beyond initial charge for administering test
TRANSFERABLE SKILLS ANALYSIS TSA, - An analysis using a clients own employment history and avocational background which immediately identifies appropriate, alternative employment directions which can be used in testimony or consulting services. This is a court-utilized tool frequently utilized to determine an individualís employability. Specialty reports or variations on this TSA, can be produced as well, which will expound on educational options, break-outs of specific occupational titles from Census Groups and more.
Fee for standard TSA .. $450.00
specialty reports from the TSA @ $225.00 per hour
MEDIAN WAGE ANALYSIS- as a supplement only with the TSA Ö Providing the median wage of any occupation. This report reflects Department of Labor, Bureau of Labor statistics through 1996 and is sub-divided according to 3500 major metropolitan centers in the United States. Its purpose is to provide a Median Wage report which accurately reflects the earning wage of an individual unique to any locale within the United States. Canadian data is also available under a separate request format.
Fee for Median Wage Analysis. $55.00
LABOR MARKET SURVEY - as a supplement only with the TSA Ö Cross indexes over 15,000,000 American Employers listed according to Standard Industry Classification [SIC] code, and which have been cross-indexed by occupation within industry. These lists are further sub-divided according to criteria as detailed as a single zip code or within a specified number of miles from a center point. The LMS will report Address and Telephone number of listed employers (and) in some reports will include the name of contact persons -- all selected according to the occupational codes cited in the TSA [above]. Lists are provided in blocks of (200) employers.
Fee for Labor Market Survey $450.00 first (200) names
$200.00 successive blocks of (200) names
PRE-INJURY V. POST-INJURY OCCUPATIONAL and WAGE ANALYSIS - A detailed analysis which contrasts the occupational and wage profile of individuals first in a PRE-INJURY configuration and second, in a POST-INJURY configuration. A third report is then prepared, which reveals in a graphic format (and) in narrative/numerical forms, what the lost capacity is. This specialized report can generally be prepared within (3) working days from request.
Fee for Pre-Injury v. Post-Injury Comparative $475.00
ON-SITE VIDEO RECORDING provided as a best means of documenting in a dynamic form, scenarios, impediments, physical limitations, etc. for permanent record and inclusion in summary reports
Fee for on-site video recording [and narration when applicable] @ normal professional rate
Fee for duplicate copies of video tapes on VHS $50.00 ea
Fee for power drive units used to operate small cam video films in larger VHS players . $50.00
OTHER FEES -
1. EMAILING ALL REPORTS ON REQUEST $5.00 per transmittal
2. Printed Copies . $1.00/page
3. Diskettes/CD ROM for PC Computers $3.50 $5.00/disk or CD/R of files and graphics
4. Expert Witness Testimony/Services @ $1000.00 per appearance 2 hr max after which $225.00/hr will apply. Applies to Depositions, Assessments, Client Interviews, File Reviews, Job Development, Hearings and Court Appearances, Deposition fees due day deposition is actually taken. Portal to Portal apply @ travel & wait rate $195 hour. Due to chronic orthopedic restrictions, when travel is required, the retaining office will pre pay First Class Travel costs. Retainer due & payable at time of Commissioning; $1000.00
5. Long Distance Telephone Charges or Travel Expenses
6. Formal Presentation Materials, Expenses and Supplies
DAY RATES:
Full Day Testimony for Court or Deposition $1800.00/day *
Portal to Portal Travel and Wait expense in additon to charges for testimony $225.00 hour **
* payable in advance or at time of presentation
** billed after deposition, trial or travel
References
GREENSPOON MARDER PAJEFFREY FOX, ESQ.
100 WEST CYPRESS CREEK ROAD SUITE 700
FORT LAUDERDALE, FL 33309
954 491 1120 PH 954 343 6934 FAX
JEFFREY.FOX@GMLAW.COM
GREENSPOON MARDER PA
MARK SIEDLE ESQ.
100 WEST CYPRESS CREEK ROAD SUITE 700
FORT LAUDERDALE, FL 33309
954 491 1120 PH 954 343 6934 FAX
CHOPIN & CHOPIN PA
ATTN: SUSAN CHOPIN, ESQ.
777 FLAGLER DRIVE #800
WEST PALM BEACH, FL 33401
561 651 7800
ROBERT ZUCKER, CPA [Forensic Accountant]
2000 GLADES ROAD
BOCA RATON, FL 33431
561 392 5779
RWZCPA@AOL.COM
BERNARD PETTINGILL PhD. [ECONOMIST]
93 SANDBOURNE LANE PGA NATIONAL
PALM BEACH GARDENS FL 33418
561 622 0330 OR 800 624 0330 FAX = 624 2854
EMAIL; BIFFPETT@GATE.NET
MAYNOR, SACKS PA
ATTN; TANA SACHS, ESQ.
809 N. DIXIE HIGHWAY
WEST PALM BEACH, FL 33401
561 691 9336 PHONE 561 296 6333
TANA@MARKMAYNOR.COM
MAYNOR, SACKS PA
ATTN; J. MARK MAYNOR, ESQ.
809 N. DIXIE HIGHWAY
WEST PALM BEACH, FL 33401
561 691 9336 PHONE 561 296 6333
ELLIS GED & BODDEN PA
JOHN F. BILLERA ESQ.
7171 N. FEDERAL HIGHWAY
BOCA RATON FL 33487
561 995 1966
JBILLERA@ELLISANDGED.COM
ELLIS GED & BODDEN PA
CARLOS BODDEN, ESQ.
7171 N. FEDERAL HIGHWAY
BOCA RATON FL 33487
561 995 1966
CBODDEN@ELLISANDGED.COM
JOEL WEISMAN, ESQ.
515 NORTH FLAGLER DRIVE
SUITE 1100
WEST PALM BEACH FL 33401
561 655 0032 PH 561 832 1421 FAX
JOEL@JMWPA.COM
