HomeMy WebLinkAboutMinutes - Public Safety Personnel Retirement System Board - 7/19/2019 MINUTES
PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM LOCAL BOARD
REGULAR SESSION
July 19,2019
KACHINA CONFERENCE ROOM
11000 N.LA CANADA DRIVE
REGULAR SESSION AT OR AFTER 3:00 P.M.
CALL TO ORDER
Chair Lemos called the meeting to order at 3:07 p.m.
ROLL CALL
Present: Stacey Lemos,Chair
Andrew Lopez,Member
Richard Tracy,Citizen Member
Absent: Pete Clegg,Member
Katherine Beck,Citizen Member
Staff Present: Carrie Rowley,Local Board Secretary
Attendees: Thomas Benavidez,Board Attorney
CALL TO AUDIENCE
Chair Lemos opened the call to audience.No comments were received.
NOTICE OF POSSIBLE 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 Agenda Items 2,3 and 6.The Board will take action on these items in open
session.
REGULAR SESSION AGENDA
1. REVIEW AND APPROVAL OF THE MAY 17,2019 REGULAR SESSION MINUTES
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to approve the May 17,
2019 minutes as written.
Vote:3-0 Carried
2. REVIEW AND APPROVAL OF THE MAY 17,2019 EXECUTIVE SESSION MEETING MINUTES
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to approve the May 17,
2019 Executive Session minutes as written.
Vote:3-0 Carried
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3. NEW MEMBERSHIP APPLICATIONS AND REVIEW FOR POSSIBLE PRE-EXISTING CONDITIONS
A. SARAH SESSLER,EFFECTIVE 06/10/19
B. ALEJANDRO CARRILLO,EFFECTIVE 07/15/19
C. CALEB GROSECLOSE,EFFECTIVE 07/15/19
D. BRITTNEY O'CROTTY,EFFECTIVE 07/15/19
E. MATTHEW PALACIOS,EFFECTIVE 07/15/19
Members reviewed the applications,setting aside those to be further discussed during Executive Session.
Motion by Citizen Member Richard Tracy,seconded by Chair Stacey Lemos to approve the membership
applications for(A)Sarah Sessler,effective 06/10/19;(B)Alejandro Carrillo,effective 07/15/19;and(D)
Brittney O'Crotty,effective 07/15/19 without pre-existing conditions.
Vote:3-0 Carried
ENTER INTO EXECUTIVE SESSION
Motion by Citizen Member Richard Tracy,seconded by Member Andrew Lopez to enter into Executive
Session at 3:36 p.m.,pursuant to ARS§38431.03(A)(2)&(3).
Vote:3-0 Carried
ADJOURNMENT OF EXECUTIVE SESSION
Motion by Citizen Member Richard Tracy,seconded by Member Andrew Lopez to adjourn from Executive
Session at 4:02 p.m.
Vote:3-0 Carried
Members resumed review of Agenda Item 3 in reference to the membership applications for Caleb
Groseclose(item 3.C)and Matthew Palacios(item 3.E).
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to approve the
membership application for Caleb Groseclose,effective 07/15/19 as it stands at this time with notification to
Mr.Groseclose regarding potential pre-existing conditions,and to invite Mr.Groseclose to a future PSPRS
Local Board meeting for formal action.
Vote:3-0 Carried
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to approve the
membership application for Matthew Palacios,effective 07/15/19 as it stands at this time with notification to
Mr.Palacios regarding a potential pre-existing condition,and to invite Mr.Palacios to a future PSPRS Local
Board meeting for formal action.
Vote:3-0 Carried
4. APPLICATION TO ENTER DROP FOR DONALD HEDRICK EFFECTIVE 05/25/19
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to approve the application
to enter DROP for Donald Hedrick effective 05/25/19.
Vote:3-0 Carried
5. READ INTO RECORD THE TRANSFER OF PSPRS SERVICE CREDITS AND CONTRIBUTIONS FROM
FORMER EMPLOYER TO CURRENT EMPLOYER FOR CASEY KEA—HIRED MAY 2017 WITH 4.7260
YEARS OF SERVICE TRANSFERRED FROM TUCSON PD TO ORO VALLEY POLICE DEPT
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Chair Lemos read the item into record and the Board acknowledged receipt of the information.No formal
action was taken.
6. REVIEW WITH LOCAL BOARD'S ATTORNEY THE PRE-EXISTING CONDITION COVER SHEET
PROVIDED TO PHYSICIANS CONDUCTING PRE-EMPLOYMENT AZPOST PHYSICALS
ENTER INTO EXECUTIVE SESSION
Motion by Citizen Member Richard Tracy,seconded by Member Andrew Lopez to enter into Executive
Session at 4:07 p.m.,pursuant to ARS§38-431.03(A)(3).
Vote:3-0 Carried
ADJOURNMENT OF EXECUTIVE SESSION
Motion by Member Andrew Lopez,seconded by Citizen Member Richard Tracy to adjourn from Executive
Session at 4:30 p.m.
Vote:3-0 Carried
Chair Lemos stated there was no formal action needed at this time.The Board Members would like to
bring this item back as a future agenda item for final approval.
7. FINAL SUMMARY OF THE TOWN OF ORO VALLEY PENSION FUNDING POLICY
Chair Lemos provided an overview of the Pension Funding Policy as adopted by Town Council at their last
meeting in June 2019.The policy was largely unchanged from the draft version presented at the PSPRS
Local Board meeting on May 17.The Budget and Finance Commission reviewed the document prior to
Council approval.Chair Lemos advised this policy is now posted as a public document on the Town's
website.The policy will be reviewed,revised if necessary,and re-adopted by Town Council each fiscal
year.
FUTURE AGENDA ITEMS
Board Members may bring forth future agenda items(discussion is limited to information/clarification only)
Review and final acceptance of Agenda item 6(pre-existing condition cover sheet).
ADJOURNMENT
Motion by Citizen Member Richard Tracy,seconded by Member Andrew Lopez to adjourn the meeting.
Vote:3-0 Carried
Meeting adjourned at 4:39 p.m.
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I hereby certify that the foregoing minutes are a true and correct copy of the minutes of the regular session of the
Town of Oro Valley Public Safety Personnel Retirement System Local Board of Oro Valley,Arizona held on the 19
day of July,2019. I further certify that the meeting was duly called and held and that a quorum was present.
Dated this 27 day of September ,2019.
Carrie Rowley
Human Resources Assistant/Local Board Secretary
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