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Minutes

 

A Public Meeting of the Corrections Officer Retirement Plan Local Board for the Superior Court was convened Tuesday, July 8, 2014, 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; Jason Hathcock, Mark Smalley, Phil Hanley, Rob Lubitz

 

Also Present: 

Annette Corallo, Board Secretary; Leticia Chavez, Recorder

 

Call to Order:

 

Approval of the Minutes:

 

June 3, 2014, Public Meeting Minutes

 

MOTION: A motion to approve the June 3, 2014 Public Meeting Minutes was made by M. Smalley. Motion was seconded and passed unanimously; minutes stand approved. CORP 2014-42

 

Normal Retirement Benefits:

 

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:

 

Robert B. Blankemeier

Billie E. Grobe

Stanley L. Rome

Gary J. Tassi

 

The Board Secretary noted for the record that the effective retirement date for all applicants was July 1, 2014.

 

MOTION: A motion to approve the payment of Normal Retirement benefits to the following applicants in about the following amounts, for a CORP effective date of
July 1, 2014, was made by R. Lubitz. 
Motion was seconded and passed unanimously.  CORP 2014-43

 

Robert B. Blankemeier:          $3,739.96

Billie E. Grobe:                       $7,725.17

Stanley L. Rome:                    $2,057.15

Gary J. Tassi:                           $4,175.97 (Reverse DROP Estimate:  $166,091.97)

Approval of Survivor Benefits:

 

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

 

A.    Juan L. Rodriguez (Deceased Active Member) – Benefits Payable to Margaret E. Greenawalt, Guardian of Minor Children

 

The Board Secretary advised the Board that this application is made by Margaret Greenawalt, the biological mother of the three minor children of deceased CORP member Juan L. Rodriguez. 
Ms. Greenawalt is not eligible for a surviving spouse pension as she was divorced from Mr. Rodriguez in 2012, but as the ‘guardian’ of his minor children, the child pension that each minor child is eligible for will be paid to Ms. Greenawalt.

 

Board Member Jason Hathcock asked if payment for the children would stop as soon as they reached the age of 18. The Board Secretary advised that payment could continue up to the age of 23 as long as the child is in school full time. She also responded that the Fund Manager’s office, not the Board, would be responsible for ensuring each child meets the requirements to continue receiving benefits after the age of 18.

 

MOTION: A motion to approve the payment of Survivor Benefits to the following applicant in about the following amount was made by J. Hathcock. Motion was seconded and passed unanimously.  CORP 2014-44

 

Member: Juan L. Rodriguez (Active Member; Deceased 4/24/2014) Benefit Payable to Margaret E. Greenawalt, Guardian for the Minor Children, beginning May 31, 2014:  $1,017.12

 

B.     David C. Strate (Deceased Active Member) – Benefits Payable to Laura A. Strate, Spouse

 

The Board verified that a Death Certificate and Marriage Certificate were provided, and that the applicant, Laura A. Strate, is qualified to receive the Survivor Benefit for David C. Strate.

 

MOTION: A motion to approve the payment of Survivor Benefits to the following applicant in about the following amount was made by P. Hanley.  Motion was seconded and passed unanimously.  CORP 2014-45

 

Member:  David C. Strate (Active Member; Deceased 5/4/2014) Benefit Payable to Spouse Laura A. Strate beginning June 30, 2014:  $2,558.20

 

Retiree Return to Work:

 

The Board received a Notice of Retiree Return to Work from Pima County for Theodore M. Forgach.  The form indicates that Mr. Forgach retired from the Pima County Superior Court under CORP effective June 1, 2014, and returned to work for the Pima County Superior Court on
June 9, 2014, as an Intermittent Investigator.
While Mr. Forgach’s return as an Intermittent Investigator occurred less than 12 months after retirement, Mr. Forgach does not hold a CORP designated position, so he is eligible to continue to receive a CORP pension and his employer is not responsible for paying the CORP alternate contribution rate on his behalf

 

MOTION: A motion that the Board received a Notice of Return to Work for Theodore M. Forgach and finds that (1) Mr. Forgach is eligible to continue to receive a CORP pension and (2) Mr. Forgach’s employer (Pima County) is not responsible for paying the CORP alternate contribution rate on his behalf was made by M. Smalley.  Motion was seconded and passed unanimously.  CORP 2014-46

 

CORP Physical Exam Final Letters:

 


Naschtha Atondo

Juliane DeSpain

Jose Frayrez

Richard W. Hodgeson

 

 

 

 


Tamzin Shaw

 

Certified letters were sent to these members in June 2014 regarding non-receipt of the CORP physical examination after 60 days of receipt of the membership form.

 

A.R.S. § 38-884.B. provides in part:  “Any employee who fails or refuses to submit to the medical examination prescribed in this section is deemed to waive all rights to disability benefits under this article.”

 

The Board noted, for the record, that physical examination reports for Naschtha Atondo, Juliane DeSpain, Jose Frayrez, Richard W. Hodgeson, and Tamzin Shaw 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.

 

Member Audit Letter Regarding Repeat Exams:

 

At the Board’s meeting on June 3, 2014, the Board Secretary reported that Maricopa County decided to pay for another exam for the nine employees whose records were not recovered from Concentra, but will be using MBI Occupational Healthcare after a new contract is in place effective July 1, 2014.  Maricopa County asked that the Local Board send a letter to the nine affected employees, explaining the importance of having an exam on file and the Board’s position regarding the CORP physical exam.  The Board directed the Board Secretary to draft a letter for the Board’s review at the July 8, 2014 meeting.  A draft letter was provided for the Board’s review and approval.  The letter will be sent to the nine affected Maricopa County employees after this meeting.

 

The Board Secretary also advised the Board that the same letter should be sent to eight members in Coconino and Navajo counties whose exams were not recovered by Concentra. Staff recommends that contact first be made on the Board’s behalf with the chief probation officers and juvenile court directors in those counties.  The purpose of this contact would be to make them aware that some of their employees’ exams could not be recovered, that the Board’s position is that all members should have an exam on file, and that the county is asked to pay for another exam for their affected employees.  The Board directed staff to contact Coconino and Navajo counties to advise them that the Board is asking them to pay for another exam for their employees whose exams could not be recovered.

 

MOTION: A motion to (1) approve a letter from the Board to the members whose exams could not be recovered (as drafted) and (2) direct the Board Chairman (or Secretary) to advise Coconino and Navajo counties that the Board asks them to pay for another exam for their employees whose exams could not be recovered was made by P. Hanley. Motion was seconded and passed unanimously.  CORP 2014-47

 

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:

 

Naschtha Atondo

Pima

4/14/2014

Jennin Casillas

Maricopa

6/23/2014

Jessica Castillo

Pima

5/12/2014

Perry Daly

Pima

5/5/2014

Tiffany Davis

Maricopa

6/23/2014

Daniel Delligatti

Pima

6/9/2014

Juliane DeSpain

Gila

4/7/2014

Cezar Duron

Pima

6/16/2014

Jose Frayrez

Gila

4/7/2014

Megan Gonzalez

Maricopa

6/9/2014

Arnoldo Gutierrez

Pima

3/24/2014

Samuel Hagadorn

Maricopa

6/23/2014

Richard Hodgeson

Maricopa

3/31/2014

Lawrence Hudson

Mohave

5/5/2014

Terrence Hurst

Maricopa

6/2/2014

Ashley Lightfoot

Pima

5/9/2014

Monica Lopez

Pima

4/21/2014

Benjamin Marshall

Mohave

5/5/2014

Rhonda Mayo

Mohave

4/21/2014

Elwood McConnell

Pima

6/16/2014

Christopher Milton

Maricopa

6/2/2014

Stephannie Ruby

Maricopa

6/23/2014

Tamzin Shaw

Maricopa

4/7/2014

Frank Steenport

Pima

3/31/2014

Michael Zukowski

Pinal

5/12/2014

 

MOTION: Motion to approve the 25 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 applicants Jessica Castillo, Tiffany Davis, Daniel Delligatti, Cezar Duron, Arnoldo Gutierrez, Samuel Hagadorn, Lawrence Hudson, Ashley Lightfoot, Rhonda Mayo, Elwood McConnell, Stephannie Ruby, and Frank Steenport 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 2014-48

 

Future Agenda Items:

 

The Board Secretary advised the Board of agenda items that will brought before the Board at the September 9, 2014 meeting.

 

·         At the May 4, 2014 meeting, the Board approved an application for an IME. Staff has sent two requests for medical records to the medical providers listed on the application and in late June received all documentation needed and scheduled an IME. The IME has been scheduled in late July. The Board Secretary advised that the IME report will not be available before the
August 5, 2014 meeting; therefore, this matter will be heard at the September 9, 2014 meeting.

 

·         The Board received a request from a current member; however, due to Board timing and availability issues, staff asked the member to sign a waiver allowing discussion of his request at the Board’s September 9, 2014 meeting. The member signed and returned the waiver to the Local Board office.

 

·         The Board Secretary advised the Board of a recently deceased member and that staff is currently in the process of trying to locate the listed beneficiary. At the direction of the Board’s Attorney, staff is looking into the use of skip tracing service to locate the beneficiary.

 

Call to Public:

 

No members of the public addressed the Board.

 

The meeting was adjourned at 10:20 a.m.

 

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