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MINUTES
ORO VALLEY PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM
(PSPRS) LOCAL BOARD
Friday, April 10, 2015
KACHINA CONFERENCE ROOM
ADMINISTRATION BUILDING
11000 N. LA CANADA DRIVE
CALL TO ORDER
Chair Lemos called the meeting to order at 2:00 pm.
ROLL CALL
PRESENT: Stacey Lemos, Chair
Richard Tracy, Member
Katherine Beck, Member
Marshall Morris, Member
Andrew Lopez, Member
1. APPROVAL OF MINUTES FROM JANUARY 30, 2015
Ms. Hendrix notated a correction on the motion to adjourn to read "Mr." not "Ms."
MOTION: Mr. Morris moved to approve the January 30, 2015 minutes as
amended and was seconded by Mr. Lopez.
MOTION carried, 5-0.
2. REVIEW AND APPROVAL OF NEW MEMBERSHIP APPLICATION(S):
A. Steve LaVeau, effective February 23, 2015
MOTION: Ms. Beck moved to approve the new membership application for
Officer LaVeau and was seconded by Mr. Morris.
MOTION carried, 5-0.
3. REVIEW AND APPROVAL OF DEFERRED RETIREMENT OPTION PLAN
(DROP) APPLICATION(S):
A. Douglas Hamblin effective April 4, 2015
MOTION: Ms. Beck moved to approve the DROP application for Officer
Hamblin and was seconded by Mr. Lopez.
MOTION carried, 5-0.
EXECUTIVE SESSION
Pursuant to ARS § 38-431.03(A), the Board may vote to convene in executive session to
discuss or consider confidential records exempt by law from public inspection, and/or to
consult with the Board's attorney for legal advice and to consider the Board's position and
to instruct the Board's attorney regarding its position in contemplated litigation regarding
items Agenda Items 4, 5 and 6. The Board will take action on these items in open session.
MOTION: Mr. Tracy moved to go into Executive Session at 2:06 p.m. pursuant
to ARS § 38-431.03(A) and was seconded by Ms. Beck.
MOTION carried, 5-0.
ADJOURNMENT OF EXECUTIVE SESSION
MOTION: Mr. Morris moved to adjourn from Executive Session at 2:25 p.m.
and was seconded by Mr. Lopez.
MOTION carried, 5-0.
4. REVIEW OF ACCIDENTAL DISABILITY RETIREMENT APPLICATION AND
MEDICAL RECORDS FOR POLICE OFFICER MICHAEL HOOD
A. Applicant's presentation
Applicant did not have a presentation.
B. Board's review
The Board reviewed the application and medical records.
5. CONSIDERATION AND POSSIBLE ACTION ON ACCIDENTAL DISABILITY
RETIREMENT FOR POLICE OFFICER MICHAEL HOOD TO DETERMINE
WHETHER THE APPLICANT EITHER FILED THE APPLICATION AFTER THE
DISABLING INCIDENT OR HAS APPLIED FOR DISABILITY RETIREMENT
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WITHIN ONE YEAR AFTER THE DATE THE MEMBER CEASES TO BE AN
EMPLOYEE
MOTION: Mr. Tracy moved to say the applicant did file after the disabling
incident and was seconded by Mr. Morris.
MOTION carried, 5-0.
6. CONSIDERATION AND POSSIBLE APPOINTMENT OF A MEDICAL BOARD
(DENNIS THRASHER, MD), PURSUANT TO ARS § 38-859(D), TO PERFORM
AN INDEPENDENT MEDICAL EXAM OF THE APPLICANT
MOTION: Mr. Lopez moved to send the applicant to an Independent Medical
Examination with Dr. Thrasher and was seconded by Mr. Tracy.
MOTION carried, 5-0.
7. REVIEW AND DISCUSSION OF THE FUND STATUS AND THE ACTUARIAL
REPORTS
The fund status and actuarial reports were discussed. Chair Lemos passed out a
chart of the Town's unfunded liability over the years.
8. DISCUSSION AND POSSIBLE ACTION ON HOW THE BOARD SHOULD
PROCEED WITH FUTURE EXECUTIVE SESSION MINUTES
Mr. Benavidez recommended the Board review and approve executive session
minutes.
MOTION: Mr. Morris moved to review and approve of the executive session
minutes and seconded by Ms. Beck.
MOTION carried 5-0.
9. FUTURE AGENDA ITEMS
A. Mr. Lopez requested a presentation from a PSPRS representative regarding
PSPRS funds.
B. Chair Lemos advised of the follow up to Officer Hood's Accidental Disability
Retirement application.
C. The Board would like at the first calendar year meeting to have the status on
the following:
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1. annual actuarial reports (Mr. Morris request)
2. review disability retirements with less than 20 years of service (Ms.
Beck's request), and
3. a breakdown of how many disabilities are lateral transfers (Ms. Beck's
request).
ADJOURNMENT
MOTION: Mr. Lopez moved to adjourn at 3:08 p.m. and was seconded by Mr.
Morris.
MOTION carried, 5-0.
41,kp,
Prepared By:
Catherine Hendrix, Senior Office Specialist
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