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Arizona Judicial Branch

Minutes

  

MINUTES OF PUBLIC MEETING

FOR THE CORRECTIONS OFFICER RETIREMENT PLAN LOCAL BOARD

FOR THE SUPERIOR COURT

 

 

A Public Meeting of the Corrections Officer Retirement Plan Local Board for the Superior Court was convened Tuesday, March 8, 2016, at 10:00 a.m., Conference Room 109, Arizona State Courts Building, 1501 West Washington Street, Phoenix, Arizona.

 

Board Members Present in Conference Room 109:

Kevin Kluge, Chair; Mark Smalley; Rob Lubitz; Danna Quinn; Jason Hathcock

 

Also Present: 

Annette Corallo, Board Secretary; Leticia Chavez, Recorder; Hannah Auckland, Board Attorney (via conference call); Ottmar & Associates, Court Reporter; Randy Garo, Disability Applicant #14-01 (via conference call)

 

Call to Order:

 

Approval of the Minutes:

                        

February 8, 2016 – Public Meeting Minutes

February 8, 2016 – Executive Session Minutes

 

MOTION: A motion to approve the public and executive session meeting minutes of the February 8, 2016 meeting was made by M. Smalley.  Motion was seconded and passed unanimously; minutes stand approved. CORP 2016-12

 

Approval of Normal Retirement Benefits: (Taken Out of Order)

 

The Local Board may consider and vote on the approval of Normal Retirement benefits for the following applications or defer decision to a later date:

 

Darlene A. Carpenter

Frank G. Groenewold

Georgette M. Stromenger

Omar Villa

 

Board Member Jason Hathcock asked if retiree Frank Groenewold was aware of the additional year and a half of time available toward his Reverse DROP payout. The Board Secretary stated that Mr. Groenewold was aware, but opted to participate in Reverse DROP for only six months of service in order to keep as much as possible of his three highest salary years factored into his monthly benefit.

 

MOTION: A motion to approve the payment of Normal Retirement benefits to the following applicants in about the following amounts, effective March 1, 2016 was made by D. Quinn.  Motion was seconded and passed unanimously.  CORP 2016-13


 

Darlene A. Carpenter:              $2,900.32

Frank G. Groenewold:            $7,445.45; Reverse DROP Estimate:  $44,871.91

Georgette M. Stromenger:        $2,691.20; Reverse DROP Estimate:  $82,374.15

Omar Villa:                               $2,157.34

 

Consideration of Disability Application #14-01 – Annual Review :

 

The Board approved Application #14-01, Randy Garo, for Ordinary Disability benefits on September 9, 2014. 

 

This matter is brought to the Board for an annual review of medical records, in follow-up to the Board’s initial review at its meeting on December 7, 2015.  The applicant initialed the Waiver of Confidentiality provision, to allow discussion of the medical condition in open public meeting.

 

The applicant was previously asked to provide medical treatment records since October 1, 2014, to assist the Board in determining whether an independent medical re-evaluation of her condition would be necessary.  Medical records were received from the applicant on October 5 and December 7, 2015, and on February 5, 2016.  All records were provided for the Board’s review. 

 

At its meeting on December 7, 2015, the Board voted to continue to seek current medical records from Applicant #14-01, and to table review of the case until the Board’s meeting in March 2016.  The applicant indicated at the December meeting that she expected to have another MRI before the March 2016 Board meeting.

 

The Chair stated to Ms. Garo that after reviewing the medical evidence provided it appeared that no MRI had yet been completed on her back, although she had an MRI of her hand. Ms. Garo explained that she has to have surgery on her hand regarding a non-related injury, which is why an MRI was completed on her hand.

The Chair asked whether any Board members wished to enter Executive Session to receive legal advice.

MOTION:  A motion to enter Executive Session to receive legal advice was made by R. Lubitz.  Motion was seconded and passed unanimously. CORP 2016-14

 

MOTION: A motion to return to open session was made by R. Lubitz.  Motion was seconded and passed unanimously. CORP 2016-15

 

The Chair asked if any members of the Board had questions for the Board Attorney in open session or questions for Ms. Garo.  Board Member Jason Hathcock asked Ms. Garo if she planned any kind of follow up with her neurosurgeon. Ms. Garo stated that she may, but added that her primary care doctor recommend she wait for any back surgery because of the degeneration of her spine. The Chair asked Ms. Garo if she planned any follow up with her neurosurgeon within the next year. Ms. Garo stated that she could see the neurosurgeon if the Board requested it.

 

The Board had no further questions for Ms. Garo.

 

MOTION: A motion to continue the Ordinary Disability benefit for Applicant #14-01, Randy Garo, and review the case in one year, was made by R. Lubitz.  Motion was seconded passed unanimously. CORP 2016-16

 

Approval of Survivor Benefits:

 

The Local Board may consider and vote on the approval of Survivor benefits for the following application or defer decision to a later date.

 

Eileen F. Long (Deceased Retired Member) – Benefits Payable to Preston K. Long, Spouse

 

MOTION: A motion to approve the payment of survivor benefits to the following applicant in about the following amount, was made by M. Smalley. Motion was seconded and passed unanimously.  CORP 2016-17

 

Member:  Eileen F. Long (Retired Member; Deceased December 30, 2015)

Benefit Payable to Spouse Preston K. Long beginning January 31, 2016:  $2,613.26

 

Review of Notice of Retiree Return to Work:

 

A.    Melissa A. Chilgreen – Pima County

 

The Board received a Notice of Retiree Return to Work from Pima County for
Melissa A. Chilgreen. The form indicates that Ms. Chilgreen retired from the Pima County Superior Court under CORP effective February 1, 2016, and returned to work for the Pima County Superior Court on February 1, 2016, as a Part-Time Probation Officer. 

 

Motion: A motion that the Board received a Notice of Return to Work for
Melissa A. Chilgreen and finds that (1) Ms. Chilgreen is eligible to continue to receive a CORP pension and (2) Ms. Chilgreen’s employer (Pima County) is not responsible for paying the CORP alternate contribution rate on her behalf, was made by D. Quinn.
Motion was seconded and passed unanimously. CORP 2016-18

 

B.     Georgette M. Stromenger – Pima County

 

The Board received a Notice of Retiree Return to Work from Pima County for
Georgette M. Stromenger.  The form indicates that Ms. Stromenger retired from the Pima County Superior Court under CORP effective March 1, 2016, and returned to work for the Pima County Superior Court on February 22, 2016, as a Part-Time Probation Officer. 

 

Motion: A motion that the Board received a Notice of Return to Work for
Georgette M. Stromenger and finds that (1) Ms. Stromenger is eligible to continue to receive a CORP pension and (2) Ms. Stromenger’s employer (Pima County) is not responsible for paying the CORP alternate contribution rate on her behalf, was made by J. Hathcock.
Motion was seconded and passed unanimously. CORP 2016-19

 

Acknowledgment of CORP Physical Pre-Existing Conditions:

 

The Chair noted, for the record, that the physical examination report for member Jesus A. Duran identified one or more pre-existing conditions. The Board approved this officer for CORP membership at the February 8, 2016 meeting. His physical examination report was received after a 60-day notice was sent to him.

 

Acknowledgement of CORP Physical Exam Final Letters:

 

The Chair noted, for the record, that physical examination reports for Rigoberto Cardenas, Jaime F. Cota Jr., Mark C. Mayberry, Dillon J. Richhart and Charles T. Shinn were not received within 60 days of receipt of their membership applications and that final letters requesting an examination were sent to these members via certified mail on February 25, 2016.

 

Approval of Membership:

 

The Local Board may consider and vote on the approval of the following requests for membership or defer decision to a later date:

 

Acuna, Erica

Maricopa

1/19/2016

Atkinson, Daniel

Maricopa

1/19/2016

Bruno, Roy

Gila

11/23/2015

Cardenas, Rigoberto

Coconino

03/07/215

Carpenter, Shelbi

Maricopa

1/25/2016

Castillo, Alexander

Yuma

2/8/2016

Cota Jr., Jaime

Pima

11/29/2015

Dawson, Eric

Gila

12/28/2015

Frazier, Kyle

Maricopa

1/19/2016

Krah, Donna

Gila

10/26/2015

Mayberry, Mark

Mohave

11/16/2015

McKone, Rodney

Pinal

1/19/2016

Mishler, Michael

Maricopa

1/25/2016

Ohlmaier, Francisco

Pinal

1/4/2016

Padilla, Brandy

Mohave

12/28/215

Petrie, Caroline

Maricopa

1/19/2016

Richhart, Dillon

Mohave

12/4/2015

Rivera, Jericka

Maricopa

1/19/2016

Rousseau Jr., Leo

Coconino

2/1/2016

Shinn, Charles

Cochise

11/09/215

Trejo, Ignacio

Yuma

2/8/2016

Wray, Chelsea

Maricopa

2/16/2016

Yunck, Ashley

Maricopa

12/28/2015

 

 

MOTION: A motion to approve the 23 applicants listed on the agenda for this meeting for membership in CORP pursuant to A.R.S. § 38-893.D and to note for the record that the physical examinations for Erica Acuna, Daniel Atkinson, Roy Bruno, Shelbi Carpenter, Alexander Castillo, Eric Dawson, Kyle Frazier, Francisco Ohlmaier and Leo Rousseau Jr. identified a physical or mental condition or injury that existed or occurred before the member’s date of membership in the plan, was made by J. Hathcock.  Motion was seconded and passed unanimously.  CORP 2016-20

 

Status Update – Membership Audit:

 

Staff completed an audit of the Board’s membership records against an active membership list provided by PSPRS on December 4, 2015.  The Board Secretary advised that, of the original 10 discrepancies, only two remain.  Board staff will continue to work with Maricopa and Yavapai counties to resolve these remaining discrepancies.

 

Status Update – Legislation Affecting CORP:

 

The Board Secretary advised that on March 3, 2016 SB 1160 passed the House Government Higher Education Committee unanimously. The Board Secretary also advised that HB 2074 is scheduled to be heard in the Senate Public Safety Military and Technology Committee on March 9, 2016.

 

Future Agenda Items:

 

Board Member Jason Hathcock asked for an update regarding the Reverse DROP trainings. The Board Secretary stated that each of the four sessions in Maricopa County was well attended.

 

Board Member Mark Smalley asked if the Board Secretary had a PowerPoint related to Reverse DROP. The Board Secretary advised that a PowerPoint related to Normal and Reverse DROP Retirement can be found on the Local Board website.

 

The Board Secretary advised that Disability Applicant #15-03, Monique Usher, was scheduled for evaluation and testing on February 9, 2016 with the psychologist, to be followed by an IME by the psychiatrist on February 29, 2016. The Local Board Office has not yet received the completed IME report, but consideration of this application is expected to occur at the Board’s April meeting.

 

Call to the Public:

 

No members of the public addressed the Board.

 

The meeting was adjourned at 10:37 a.m.