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HomeMy WebLinkAboutMinutes - Public Safety Personnel Retirement System Board - 10/29/2003 • r Oro Valley Public Safety Personnel Retirement System s; E Local Board Meeting 10/29/2003 OLL CALL: Board Members Present: Mayor Loomis Chuck Sweet Sgt. Trujillo Sgt. Buvik Richard J. Tracy Sr. Guests: Jeff Grant,Human Resource Director Leigh Horetski APPOINTMENT OF NEW BOARD MEMBER Richard J. Tracy Sr. OATH OF OFFICE Richard J. Tracy Sr. took the Oath of Office as Board Member for the Oro Valley Public Safety Personnel Retirement System (PSPRS). REVIEW ACCIDENTAL DISABILITY APPLICATIONS A. APPLICANT'S PRESENTATION: Leigh Horetski was provided the opportunity to address the board. She declined. B. REVIEW MEDICAL BOARD FINDINGS: 1) Officer Horetski filed the Application for Disability on October 1, 2003. The waiver of confidentiality was filed on October 28, 2003. No questions or concerns; all members in agreement with information. 2) The disabling incident occurred November 12, 2001 and Officer Horetski is still employed as an Oro Valley Police Officer. No questions or concerns; all members in agreement with information. 3) Dr. Thrasher conducted an independent medical evaluation on October 29, 2003 in Tucson. No questions or concerns; all members in agreement with information. 4) Accidental Disability Retirement Questionnaire Responses: a. Officer Leigh Horetski's physical condition would permanently prevent her from performing her job duties as a police officer. Oro Valley PSPRS Minutes 10/29/2003 Page 1 of 3 b. Officer Leigh Horetski did not have a physical condition or injury that existed or occurred before the claimant's date of membership with the PSPRS. (Officer Horetski joined the retirement system upon starting the academy and a copy of her Arizona Peace Officer Standard and Training Medical History Questionnaire and Medical Examination Report, which was completed prior to starting basic academy during the Oro Valley Police Department hiring process, are attached.) c. The disabling injury was incurred in the performance of Officer Leigh Horetski's duty as a police officer. (See Supervisor's Report of Industrial Injury) CONSIDERATION AND/OR POSSIBLE ACTION REGARDING THE ACCIDENTAL DISABILITY APPLICATION RECEIVED FROM LEIGH HORETSKI 5) Chuck Sweet moved to approve the application for disability retirement by Leigh Horetski finding that it meets all three issues presented to the medical board and that it is based on medical evidence by a doctor or clinic appointed by the local board which establishes an accidental disability. It was seconded by Sgt. Buvik. Motion carried unanimously. The packet will be completed with a copy of the today's minutes and submitted to the PSPRS by November 10, 2003. Sgt. Trujillo will confirm that PSPRS received the packet. The Board will receive copies of the minutes for review. Since the board will not meet before that November date to approve the minutes, the minutes will be sent in draft format to the PSPRS. Item 10 of the Accidental Disability Checklist was read to Officer Leigh Horetski. "An accidental disability pension shall be reduced in the period prior to the member's normal retirement date, if the member engages in any employment. The amount of the reduction shall be equal to the difference between the member's income from employment and the member's pension. Local Boards will need to request W-2s or earned income statements from each accidental disability retiree as soon as possible after the beginning of each calendar year until the retiree reaches his normal retirement date. The offset for income from employment will need to be considered and approved by the Local Board as required and written instructions pertaining to the offset should be forwarded to the Fund Manager's office as soon as possible so the suspension or reduction of monthly pension can be promptly effected. If a disability retiree refuses to supply the Local Board with earned income information, the Local Board may suspend the retiree's pension." (A.R.S. Section 38-844.E) A concern was mentioned and a need for edification on how the state calculates disability pensions for officers that has not been in the PSPRS for three years, as is the case with Officer Leigh Horetski. Oro Valley PSPRS Minutes 10/29/2003 Page 2 of 3 An annual meeting will be held in February or March of each year. The next annual meeting is scheduled for February 17, 2004(Tuesday) at 4:15 p.m. This will be the annual meeting to review any new issues, W2's/earned income statements and recommendations for legal assistance for the Board whether it should be the Town Attorney or an outside attorney. A reminder should be sent to those on medical disability to submit a W-2/earned income statement to the board prior to the February 17th meeting. A Letter of Appreciation will be sent by Mayor Loomis to Herb Rutt's widow for recognition of his service on the Board(Sgt. Trujillo will draft the letter.) Richard Tracy moved to adjourn. It was seconded by Chuck Sweet. Motion carried unanimously. Meeting adjourned at 4:30 p.m. Respectfully submitted by Diane Little 10/31/2003. Oro Valley PSPRS Minutes 10/29/2003 Page 3 of 3