HomeMy WebLinkAboutMinutes 1985MINUTES OF THE 08 JANUARY 1985
. REGULAR MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
Call to Order -This Regular quarterly Meeting of the Evanston Police Pension
Fund Board of Trustees was called to order by Board President
Robert Heytow in the basement classroom of the police building
at 3:34PM.
Roll Call- The Roll was called. All trustees were present save William
Labbe, who arrived at 3:50pm.
ReadingLpproval of Minutes-Heytow moved, seconded by Carlson, that formal
reading of the 10/9/84 Meeting minutes be
waived, and that they be approved as printed.
ALL WERE III FAVOR.
INVESTMENTS (Treasurer's Report and Financial Forecast) Treasurer Robert
Shonk reported that the Fund currently had $8,121,500. in in-
vestments and $98,639. in cash. Prior to this meeting he
took notes of $400,000., $250,000. and $600,000. and purchased
$1 million in T-notes coming due 8/31/86. Shonk reported receiv-
ing a check for $2005.83 from the CCPA investment, representing
a return of 8%. For future investments, he noted that short term
money was at about 8%, 1-year obligations 9%, and 2-year notes
about lOr"
**Heytow proposed (in the form of a motion) that the FUND purchase
on 2/15/85 $400,000. in obligations from the CCPA credit Union,
(bringing total investment in the Credit Union up to S500,000.)
at a rate of 10 1/8% coming due 12/31/86, ON THE CONDITION that
the Credit Union submit a certified financial statement to be
reviewed by the Board President and Treasurer. Carlson seconded
the motion. ALL WERE III FAVOR. Motion carried.
**Shonk proposed (in motion form) that the Fund invest $375,000.
at the end of March '85 in US T-note with maturity 10/15/86 coupon
11 5/8% yield 10.040M. Seconded by Carlson. ALL 14ERE IN FAVOR.
Moti n Carried. John Powers from the CCPA was present.and thanked
the Board for investing in the Credit Union.
SECRETARY's REPORT -Secretary Timothy Schoolmaster reported the following
since the last quarterly meeting:
A bill was presented for payment from the City personnel department, for the
Fund's 50' share for the cost of physical exams for new officers in the
amount of $1292.50. Schoolmaster noted that several of the charges were
for officers that were never hired, or for officers that were hired and
resigned after a short period of time, reflecting a growing trend among
police applicants to file a great number of applications with different
agencies. Carlson called the Director of Personnel, who agreed to absorb
the cost of the physicals for two officers that were never hired (LaCroix
and Rzepecki), reducing the bill to S1107.50.Schoolmaster moved, seconded
by Heytow that the lower figure be approved for payment.ALL WERE IN FAVOR.
Schoolmast reported that he had spoken further with a doctor for new officer
James Hutton, and the results indicated that this officer was medically
acceptable. (Hutton had been accepted into the Fund due to the inaction
of the Board on the matter). Carlson moved, seconded by Heytow, that Hutton
be retroactively be accepted into the Fund. ALL WERE IN FAVOR.
EVANSTON POLICE PENSION FUND
page 2 1/8/85
! Four newly appointed Police Officers. had
made application to be accepted
by
the FUND:
1.
Demetrious COOK appointed
10/15/84
All papers and physical
2.
Jeffrey DEVROY
11/5/84
exam records were in
3.
Mark VAIL
11/5/84
order.
4.
Linda BIRKENHEIER
10/5/84
Motion by Schoolmaster, seconded by Carlson, that all four be accepted into
the FUND. ALL WERE IN FAVOR. There followed a discussion regarding
Linda Birkenheier, who had previously been a member of the Fund for 3 years
11 months from 1972 to 1976, who had been refunded her contributions at
the time of her resignation. Schoolmaster had done some research and
had had some discussion with former trustees and officers of the Board
regarding the required time of repayment with interest to have pension
credit reinstated when an officer rejoins the department. The Secretary
was directed to investigate the matter further and report back to the Board.
Officer Gary Starks had resigned from the Police Department on 11/2/84
and had requested that his contributions of $7868.24 be refunded; Officer
Nancy Dollarhide had resigned 10/28/84, but had not requested a refund.
Motion by Schoolmaster, second by Heytow, that Starks' refund be approved,
and that Dollarhide's refund be approved ($600.94) if she applies for it.
ALL WERE IN FAVOR.
The Secretary mentioned that he had communicated the Board's resolution
of Funding Request to the City Manager and the City Council, using the
figures provided by the State Actuary. Shank report that the actuarial
study commissioned by the City would soon be available, and that the FUND
was currently funded at a levelof 29.3N.
The Secretary reported he had received communications from Attorney
Rohlfing regarding Sgt.Jerry Lund, who had been advised to seek a disability
pension, because he was physically disabled and would soon be relieved
of duties.
The Secretary reported that 3 beneficiaries had reached age 65, and received
the large increases due them by statute, and that all others entitled had
recived their 3N increases. There are now 101 persons receiving pension.
The Secretary reported that the terms of Trustees Heytow, Shank, and Labbe
would expire the second week in May. Election for Active and Beneficiary
Trustee would be held 15 April 1985 according to statute. The Secretary
will take care of notices, ballots. etc.
The Secretary reported that due to renovations in the police building,
the Pension Office would be moved, but it is unknown at this time exactly
where. The Secretary reported that he had received notice of the $401,250.
special payment from the City into the FUND on 11/26/84. An article of in-
terest was circulated, regarding a court order to the city of Chicago to
make deposits to their pension funds every pay period, and not just quarterly,
which would increase the amount of interest earned by pension Funds. 60
replies had been received in the semi-annual annuitant survey.
ADJORNMENT-There being no further business, Schoolmaster moved adjournment,
seconded by Heytow. ALL VOTED "aye" save Thomas Carlson, who
voted "nay". Motion carried.Heytow declared meeting adjourned at
4t39pm.
Robert Heytow:•i�
Thomas Carlson, ,
Robert Shank: , Timothy Schoolmaster, oard Secretary
William Labbe: 'I,,Fi
sw
•
MINUTES OF THE 02 APRIL 1985
REGULAR MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
Call to Order -This regular quarterly meeting of the Evanston Police Pension
Fund Board of Trustees was called to order by Board President
Robert Heytow in the basement classroom of the police building
at 3:35pm.
Roll Call- The Roll was called. All trustees were present.
Reading/Approval of Minutes-Heytow moved for approval of the minutes as
printed; this was seconded by Labbe'. All were
in favor. Motion carried/ .
INVESTMENTS (Treasurer's Report and Financial Forecast) Treasurer Robert
Shonk reported that as of 31 March, the assets of the Fund
were nearly $9 million, with $8.5 million in investments and
$355,000. in the bank. Shonk forecast $300,000. to be in-
vested in mid -May, and recommended that $250,000.(from the
bank account) be invested now. The $400,000. CD with the
CCPA Credit Union was noted; this interest is not paid until
maturity, but at a good rate. Shonk noted current rates as
8.2% monthly, 8.5% quarterly, 9% annually, and 10% going out
2 years.
Shonk moved, seconded by Heytow, that the Fund invest in the
two following items:
US T-note $250,000. May '87 coupon 12`n
US T-note $300,000. Aug.'87 coupon 12 3/8%.
ALL WERE IN FAVOR. Motion carried.
SECRETARY's REPORT -Secretary Timothy Schoolmaster reported the following
since the last regular meeting:
The Secretary's portion of the annual report to the State had been completed
on April 1st. The remainder of the report is in progress at City Hall.
Deferred beneficiary David Kelly reached age 50 on 3/15/85, and has begun
receiving his pension of $1565.71 per month.
Deaths - Elmer SACHS died 1/24/85, the day after his 83rd birthday. A letter
and widow's application was sent to his %idow Marion. She is eligible
to receive his monthly pension of 5995.39 per month.
Frieda BUSSEAN, age 87 died 2/9/85 in Glenview,lllinois. She has
no dependant children, so he,, widow's pension of $300.per month has
been discontinued.
Trustee Election -As of the date of this meeting, the only nominating peti-
tions received were for the current trustees Robert Heytow (active) and
William Labbe' (.beneficiaries). An election will be held on 15 April,1985
for the active trustee, and notices were mailed to retirees with their Feb.
check, and ballots were mailed with their March checks.
A bill for typewriter repair from Larry Frykman Office Machines was submitted
in the amount of $60.55. Approval moved by Carlson, second by Heytow. ALL IN
FAVOR. Motion Carried.
EVANSTON POLICE PEON FUND page 2 • 4/2/85
Trustee Robert SHONK was reappointed for another two year term by Mayor
Lytle at the 25 March City Council Meeting.
Four new police officers were appointed on 3-25-85.
Irene A. Nichol
Michael J. Keenum All papers and physical exams were in order.
Thomas A. Guenther
Kent Kuhlman
Schoolmaster moved approval and acceptance, seconded by Shonk. ALL WERE IN
Favor. motion carried.
Deputy Chief Robert Bennett announced his retirement effective 4/8/85,
after 30 years ,3 months, and 7 days of service. Bennett was also a trustee
and secretary of this FUND for many years. All papers are in order. His
pension is computed to be $2520.37 per month, or $30,244.48 per year.
Schoolmaster moved approval, with second by Shonk. ALL WERE IN FAVOR.
Motion Carried. It was also unanimously voted that a resolution be
drafted and sent to Bennett commending him for his long years of devoted
service to the Pension Fund Board of Trustees.
The Secretary noted that during the rennovation of the police building,
the Board would lose office space, but temporary quarters with 24-hour
access had been obtained.
IT was noted that the Board had received a bill for physical exams for
new officers, but some candidates had decided to go elsewhere and were
not sworn in with this department. Carlson moved that the Fund split
costs with the personnel department only if the candidate be sworn in
and make application to the fund. Seconded by Heytow. ALL IN FAVOR.
Motion carried. The secretary was also directed to follow up on the
fund membership issue with the department of insurance.
Former member Nancy Dollarhide had applied in writing for a refund of
her contributions, and had been refunded $600.94.
There was discussion about probationary officer Linda Birkenheier, and
if she would be allowed to buy back her previous service time. Attorney
Gudgeon had researched the issue, and indicated he could draw up an
agreement for repayment if necessary, but did not think it wise to
go beyond three years from date of reentry. Heytow moved that there be
a lump sum repayment plus the 2% per year repayment before the July quarterly
meeting if the officer wished to buy her time back.Second by Schoolmaster.
ALL WERE IN FAVOR. Motion carried.
OLD BUSINESS
There was discussion about the City property tax levy for the FUND.
It was noted that the State Actuary had recommended $1,907,105.00 be
the tax levy for the year, and the A.S. Hansen report commissioned by the
city had recommended $1,599,906.00. The city had proposed $884,319 as
the levy ($917,533. including $52,000. from the debt retirement fund).
0
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EVANSTON POLICE PENSION FUND page 3 4/2/85
Shonk noted that the city has set a limit on the tax levy; that the general
fund and debt service fund cannot increase more than 95% of the growth of
the consumer price index. (The complete study is contained in the records
of the FUND.) He noted the excess in the debt service fund, increasing each
year: 1st year:$52,000. 2nd year:165,000. 3rd year:323,000, and 4th year:
$689,000, and that most of this excess has been pledged to the police
pension fund.
Heytow questioned the city expansion of debt, and expressed view that the
city is considering pension debt on a basis that reaches out to far into
the future, and not as an immediate debt. How can the fund be sure that
the policy expressed will be the policy of the city in the years to come?
Heytow noted that he had trouble accepting in good conscience a figure
lower than that recommended by the city's actuarial study.
Shonk noted that the city manager never said we would go to full funding,
but the budget policy has been set, and generally has been adhered to.
Carlson suggested that the Board communicate with the city Manager. Heytow
questioned why the additional $502,000. cannot be raised or negotiated. On
a motion by Schoolmaster, seconded by Labbe', it was suggested that the
Board, through its attorney, communicate budget needs in a more urgent
manner to the budget policy committee of the City council. IN FAVOR: Heytow,
Schoolmaster, Labbe'. VOTING NAY: Shonk. ABSTAINING: Carlson. Motion
carried.
NEW BUSINESS
There was no new business noted.
ADJOURNMENT
Heytow moved that the meeting be adjourned. Second by Carlson. ALL IN
FAVOR. Meeting adjourned at 5:10pm.
Timothy Schoo aster oard Secretary
Robert Heytow:
Thos. Carlson:
Robert Shonk:
William Labbe':
MINUTES OF THE 05 JULY 1985
SPECIAL MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
A special meeting of the Evanston Police Pension Fund Board of Trustees
was called to order at 4:47pm 5 July 1985 by Board President Robert Heytow
In the office of the Deputy City Manager at City Hall. Present were Trustees
Heytow, Thomas Carlson, Robert Shonk, and Timothy Schoolmaster.
There was discussion of the application for membership of police officer
Ellen Schwartz, who had applied on 4/8/85. There was still an unresolved
medical problem, the Board had received no updated medical report from the
City personnel department or from the applicant, and if the Board took no
contrary action, the accepta4W would become automatic after 8 July 1985.
It was noted that this wouldnpreclude theBoard from making another consider-
ation at a later time, but denial would only preclude the automatic
acceptance.
Schoolmaster moved that the application be denied because of an unresolved
medical problem possibly affecting the applicant's suitability for
membership in the FUND. Second by Carlson. ALL WERE IN FAVOR. Application
denied,
The meeting was adjourned at 4:57pm.
Timothy Schoo aster, oard Secretary
Robert Heytow:
Thomas Carlson:
��
Robert Shonk;
MINUTES OF THE 09 JULY 1985
REGULAR MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
Call to Order -This regular quarterly meeting of the Evanston Police Pension
Fund Board of Trustees was called to order by Board President
Robert Heytow in the basement classroom of the police building
at 3:35pm.
Roll Call- The Roll was called. All Trustees were present.
Reading/Approval of Minutes-Heytow moved for approval of minutes as printed.
Seconded by Carlson. ALL WERE IN FAVOR.
On motion by Carlson, and second by Heytow, minutes
of special meeting of July 5th were accepted as
printed. ALL WERE IN FAVOR.
Financial Report and Investments -Treasurer Robert Shonk reported that $950,000.
of currently held T-notes would come due on August 15th; that the Fund would
have $1.350million to invest by August 15-30, and another $150,000. would
become available by September 30th. Shonk suggested that the Board consider
two to three year investments. There was a discussion of zero coupon notes and
Ginnie Maes (which might limit the investment flexibility of the Board). It was
asked if he could arrange for a person knowledgeable about Ginnie Maes address
the Board at the next meeting, and Shonk agreed to look into it. SHONK
recommended, and moved that the Board purchase the following:
On 8/15/85, purchasing $950,000. June '87 T-notes 10!17.Second by Carlson,
ALL WERE IN FAVOR, MOTION CARRIED.
Invest monies from tax levy in Sertember not to exceed $550,000. in 8/88
T-notes coupon 101,%. Second by Heytow. ALL WERE IN FAVOR. MOTION CARRIED.
There was then an assessment of current holdings by Shonk, for the Board's
consideration.
Secretary's Report: Secretary Timothy Schoolmaster reported the following
since the last regular meeting:
Beneficiary Elmer Sachs had died on 1/24/85, as previously reported. The
application from his widow Marion Sachs is now in order. Motion by the
secretary for acceptance, seconded by Carlson, ALL WERE IN FAVOR
Beneficiary Stanley Gross died 6/8/85. Widow's application from Anna Gross
had been received and was in order;the secretary moved acceptance.Seconded
by Carlson. ALL WERE FAVOR.
The secretary moved acceptance of the following payroll vouchers:
Dec. '84 $74,471.75 Apr. '85 $78,786.79
Jan. '85 $75,588.85 May '85 $79,374.93
Feb. '85 $75,385.24 Jun. '85 $79,374.93
Mar. '85 $76,147.35
Second by Carlson. ALL WERE FAVOR. MOTION CARRIED.
EVANSTON POLICE PENSION FUND page 2 minutes 7/9/85
Officer Linda Birkenheier has repaid $3887.28 plus eight years eight months
interest of bb/;i.b8 (rotal repayment:$4560.96) back, into the fund, and
requests that her previous police pension service time of 3 years, 10 months,
and 30 days be reinstated. Motion for approval by Schoolmaster, seconded by
Carlson. ALL WERE IN FAVOR. MOTION CARRIED. (Adjusted starting date:11/5/80)
Officer William R. LAMEROIN has applied for a regular pension after 27 plus
years of service. He is of proper age, and all papers are in order. Pension
is effective 7/l/85; $1611.73 monthly, 519,341.44 yearly. Motion for acceptance
by the secretary, second by Carlson. ALL WERE IN FAVOR. MO TION CARRIED.
Police Officer Ellen Schwartz (appointed 4/4/85) has made application for
membership in the Fund, was denied at a special meeting of 7/5/85. The
secretary is to send a letter to Schwartz and appropriate city officials
regarding the status of denial, and possible reconsideration.
Police Officer Barbara MALES has filed for membership in the Fund. There
is an indication of a cardiac irregularity in the medical report. Heytow
moved that application be denied for the present because of lack of requested
medical information. If the issue is clarified, and there is no medical problem,
then a new application would be considered by the Board. No salary deductions
would be accepted by the Fund while this issue is pending, but an escrow could
be established by the personnel department of the city. The officer or the
personnel department would pay for any additional medical costs for examination.
This was seconded by Schoolmaster. ALL WERE IN FAVOR. Application DENIED. The
secretary will send a letter to Males regarding the Board's action.
Police Officer Anthony Bradley's application for membership was considered.
Even though requested some time before, no medical report had been received by
the Board from the City Director of Personnel. Heytow moved that the application
be denied because there was insufficient information on which to make an in-
formed decision. Second by Schoolmaster. ALL WERE IN FAVOR. Application Denied.
No salary deductions would be accepted by the fund from Mr. Bradley.
The secretary reported the following results of the April Trustee elections:
On 4/15/85,Active Trustee Robert }Heytow was re-elected to a two-year term,
receiving 45 votes out of 45 votes cast. William Labbe' Sr. was reelected
by the beneficiaries in a mail -in ballot election, and received 56 votes out
of 58 cast. Carlson moved that the results be accepted and certified. Second
by Shonk. ALL WERE Its FAVOR. Motion carried.
OLD BUSINESS
Heytow discussed a sample letter he had drafted to bond rating companies in
protest of the city's position on the funding issue.(Copy is in correspondence
file). He reported meeting with City Manager Asprooth; that the letter was
intended as a last resort, and he wanted it in the file, but would hold off
requesting that the Board send it was the matter was further discussed. He
stated he wanted to let the city officials know of his frustration on the
issue, that aldermen would be contacted, and that he was satisfied that the
city manager, at least for the present, was doing what he could to correct
funding difficulties.
EVANSTON POLICE PENSION FUND page 3 minutes 7/9/85
NEW BUSINESS
A proposal booklet from the State National Bank regarding their desire
to handle the Fund's trust account was distributed to all trustees for
their consideration.
Schoolmaster proposed membership in the Illinois Police Pension Fund
Association. He stated he had attended several meetings, and had had
lengthly discussions with the Associations's president and attorney.
The association had provided informative speakers at meetings on issues
such as disabilities, pension legislation, and the group also maintained
a legislative liason in Springfield. The legal staff was available to
research issues of importance to pension funds, and also to educate
fund trustees. The initiation fee is $500. and the yearly dues are $500.
Membership was proposed in a motion (with a limit of $1,000. to be spent
for dues, etc.) and was seconded by Heytow. THOSE IN FAVOR: Heytow,
Schoolmaster, Labbe'. ABSTAINING: Carlson, Shonk. MOTION CARRIED.
ELECTION OF BOARD OFFICERS
Heytow moved, seconded by Shonk, that elections be tabled until the
October meeting. ALL WERE IN FAVOR.
ADJOURNMENT
Heytow moved adjournment, seconded by Carlson. ALL WERE IN FAVOR. Meeting
Adjourned at 5:10pm.
Amoty Sch lmaste , oard Secretary
Robert Heytow:
Thomas Carlson:
Robert Shonk:
William Labbe' , r.:
MINUTES OF THE 12 JULY 1985
SPECIAL MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
A special meeting of the Evanston Police Pension Board of Trustees
was called to order at 1:51pm 7/12/85 by Board President Robert Heytow
in the office of the Deputy City Manager at City Hall. Present were
Trustees Robert Heytow, Thomas Carlson, Robert Shonk, and Timothy
Schoolmaster.
There was a brief dicussion on the application for membership of police
officer Anthony Bradley, which was denied at the regular quarterly meeting
of the Board on 09 July 1935, because the personnel department of the city
had failed to provide any sort of medical report on the applicant. The
report had since been received, and there was no indication in the report
other than that the applicant Bradley was fully fit for duty and for mem-
bership in the Fund. Carlson presented a motion, that was seconded
by Schoolmaster, that the Board reconsider its previous denial based on
the new information, and accept Bradley into the Fund. ALL WERE IN FAVOR,
MOTION CARRIED.
The meeting was adjourned by Heytow at 1:56pm.
Timothy Scho lmaste Board Secretary
Robert Heytow: �-
Thomas Carlson:
Robert Shonk: ��1
L
MINUTES OF THE 15 OCTOBER 1985
REGULAR MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
Call to Order -This regular quarterly meeting of the Evanston Police Pension
Fund Board of Trustees was called to order by Board President
Robert Heytow in the basement classroom of the police building
at 3:35pm.
Roll Call- The roll was called. All trastees were present.
Reading/Approval of Minutes -Carlson moved, seconded by Labbe' that the
minutes of the 09 July 1985 Regular Meeting, and
minutes of the 12 July 1985 Special Meeting, be
approved as printed. ALL WERE FAVOR.110TION CARRIED.
FINANCIAL REPORT AND INVESTMENTS -Treasurer Robert Shonk introduced the guest
speaker, Girard Miller, who is an Evanston resident and representsthe Government
Finance Officer's Assn (GFOA). Miller spoke about various investment options and
philosophies; suggested that the Fund consider attempting to match liabilities
with certain types of investment instruments; staying with the short term to
protect long-term liability versus the increased volatility with longer -term
investments (over 5 years);suggested selective venturing into the longer -term
market; discussed Ginnie Mae's (predictable but with uncertain cash flow
patterns; and fixed income preference. Also present was John Willhite
(of Gov't. Guaranteed Fund Corp. of Houston TX.) who made a short presentation
to the Trustees, and said he would be willing to prepare an actuarial analysis
of various investment vehicles.
Shonk reported that there would be $750,000 available for investing 11/15/85,
with $100,000. of that becoming available later this month. Shonk recommended
(in the form of a motion) that the FUND purchase the Treasury issue due in
October '91 10.25" coupon of 1214-1 for $450,000. and
April '92 10.3 coupon of 114 for S450,000. Seconded by Carlson.
ALL WERE Ili FAVOR. MOTION CARRIED.
SECRETARY's REPORT -Secretary Timothy Schoolmaster reported the following
since the last quarterly meeting:
Applications for membership in the Fund (either new officers, or officers
that had been denied membership because medical reports had not been available).
Officers Anita MIKLASZ and Alan HOLLANDER (both lateral transfers from other
law enforcement agencies. All reports in order. Schoolmaster moved
acceptance, seconded by Carlson. ALL WERE IN FAVOR.
Officers Barbara MALES and ELLEN SCHWARTZ (previously denied because of
incomplete information). Schoolmaster moved for acceptance of both; second
for Males from Carlson; second for Schwartz from Shonk. ALL WERE IN FAVOR.
Schoolmaster reported that widow Helen May had died recently; complete
information was not available, and he would report at the next meeting.
EVANSTON POLICE PENSION FUND page 2 minutes 10/15/85
Applications for retirement-
Lt. Thomas Jo ce has applied for retirement as of 8/15/85 after 27 years
bmonths, and �5 days of service; he will be age 50 on December 20th of this
year; pension of $2008.16 month deferred until then. Motioned by Schoolmaster,
second by Heytow. ALL WERE IN FAVOR. Motion carried.
Lt. Henry Kmieciak has applied for retirment effective 4 Sept. 1985 after
34 years of service. All papers are in order. Motioned by Schoolmaster,
seconded by Carlson. ALL WERE IN FAVOR. MOTION CARRIED.($2327.86/month).
Bills for payment -Schoolmaster moved that all payrolls since the previous
meeting be approved (all are contained in the payroll voucher file -copies
are on file in the city Finance Dept.). Seconded by Carlson.ALL WERE IN
FAVOR.
NEW BUSINESS -John Mitchell of Mitchell and Associates was presented.
Discussion by Schoolmaster and Heytow about inaction on the part of the
present attorney of record. Mr. Mitchell is currently general counsel
for the I11. Police Pension Fund Assn. , has had experience in adminis-
trative and police related matters, and desires to be retained by the
Board as Attorney of Record. A letter is on file with a brief background,
and fee proposal: $500 yearly retainer (which would include 10 billable
hours) and then anything over that to be billed at $65-100 per hour,
depending on the attorney needed for the particular task. Schoolmaster
moved that Mitchell be retained, with a quarterly performance review.
Second by Heytow. Voting aye: Heytow, Labbe', Schoolmaster. Voting nay:
Carlson, Shonk. MOTION CARRIED.
Officer Thomas Henneqan presented an application for non -duty connected
disability pension, with the required three doctors forms. Schoolmaster
reported that the City personnel Dept. and Police Chief had not responded
to requests for job description information; Attorney Mitchell suggested
that the matter be passed for a hearing, possibly including the doctors,
which would Consider the physical requirements of the job. Schoolmaster
moved, seconded by Shonk, that Hennegan be sent at Fund expense for another
exam to Dr. Sclamberg. ALL WERE FAVOR.Motion carried.
OLD BUSINESS
Election of Board officers (put over from the July meeting). Motion by
Schoolmaster, second by Carlson that all Board of Trustee officers continue
in their present positions until the July 1986 meeting. ALL WERE IN FAVOR.
ADJOURMENT
The meeting was adjourned at 6pm, by unanimous vote.
Timothy Schoblmas er, Secretary
Robert Heytow:
Thomas Carlson:
Robert Shonk:
William Labbe', Sr:
MINUTES OF THE 22 NOVEMBER 1985
SPECIAL MEETING OF THE
EVANSTON POLICE PENSION FUND
BOARD OF TRUSTEES
A special meeting of the Evanston Police Pension Fund Board of Trustees
was called to order at 2:00pm 22 November 1985 by Board President Robert
Heytow in the Office of the Deputy City Manager at City Hall. Present
were Trustees Heytow, Thomas Carlson. Robert Shank, and Timothy School-
master. Before the Board was an application from Officer Thomas Hennegan
for a non -duty related disability pension. After the meeting had started,
the Board was joined by Board Attorney John Mitchell.
Discussion of medical reports, requests for job descriptions from the
Board which were sent to the Chief of Police and Personnel Director,
and a letter from Chief Logan clarifying his position on "light -duty"
assignments. (ALL REPORTS AND LETTERS CONNECTED WITH THIS MATTER ARE
HEREBY INCORPORATED INTO, AND MADE A PART OF, THE PERMANENT FILE).
Schoolmaster noted that the City Personnel Dept. had essentially
provided no information about what a police officer physically must do
by way of job description; that according to the most recent Appellate
Court case (Peterson vs. Des Plaines Fire Pension Board) that"police
service" would entail all those duties that any sworn officers performs,
such as desk officer, which Hennigan could perform. Carlson mentioned
that some middle ground had been attempted with Chief Logan on this issue,
but that the Board ultimately could only approve or deny the application,
and could not force the Police Chief to offer Hennegan a "light -duty"
position, even if he would have twenty years of service accumulated in
seven months. The doctor's reports were summarized:
Dr. Sclamberg (exam paid for by the FUND) showed definite problems with
Hennegan's lower back; thought he could perform clerical or sedentary
duties only.
Dr. Michael Grear indicated that Hennegan should only perform sedentary
or clerical duties, and should curtail active work.
Dr. Jack Robbins indicated that the lower back condition rendered him
totally disabled.
Dr. Julian Joffe (City doctor) indicated Hennegan could perform clerical
or sedentary duty, but not full street duty.
After further discussion, it was moved by Heytow, and seconded by Carlson,
that the application be approved, and that since Hennegan's 50th birthday
would shortly follow the one-year anniversary of this pension, that he
would not have to submit to the usual physical paid for by the FUND.
ALL WERE Ili FAVOR, MOTION CARRIED.
Pension calculated at $15,754.50 per year; or 51312.87 per month.
Timot y Sc alma ter,Secretary
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