MINUTES FOR THE SPRINGFIELD RETIREMENT BOARD MEETING
70 TAPLEY STREET, SPRINGFIELD, MA 01104
HELD ON SEPTEMBER 2, 2026 AT 5:00 P.M.
Present: Robert Moynihan, Thomas Scanlon, Haskell Kennedy, Patrick Burns, Karl Schmaelzle, Attorney Alfredo ViVenzio, Executive Director, Susana Baltazar, Teresa D’Agostino, Recording Clerk, Jeffrey Rogers, Attorney Katherine Lamondia-Wrinkle, Christopher Warwick, Dany Dallaire, Chantal Keating, Attorney Charles Casartello, Nicholas Moultrie, Attorney David Wenc, Caitlyn Julius, Kathryn Mothersele
Agenda Item #1-Minutes
Motion made by Schmaelzle to approve the minutes of the meeting held on August 5, 2026, second
by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #2-Accidental Disability Application-Jeffrey Rogers-School Department
EXECUTIVE SESSION: Motion was made by Kennedy to enter into Executive Session pursuant
to open meeting law and executive session exception #1, discussion of physical condition, as in the application for Accidental Disability benefits of Jeffrey Rogers, and then to return to open session, second by Burns. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
After discussion and review of the application, a motion was made in executive session by Scanlon to accept the application for Accidental Disability benefits submitted by Jeffrey Rogers, and request that PERAC convene a medical panel, second by Burns. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes
Motion made by Schmaelzle to return to open session, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #3-Ordinary Disability Application-Dany Dallaire-Water & Sewer Commission
After review of the application and supporting documentation, a motion was made by Burns to accept the application for Ordinary Disability benefits submitted by Dany Dallaire, and request that PERAC convene a medical panel, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #4-MGL Chapter 32 Hearing on Retirement/Rights/Status/Benefits-
Nicholas Moultrie-TJO Animal Control
Attorney ViVenzio addressed the Board regarding Nicholas Moultrie of TJO Animal Control. Chairman Moynihan swore in the witnesses. Attorney David Wenc introduced his witnesses, Kathryn Mothersele and Caitlyn Julius from the Department of Labor Relations for the City of Springfield.
After discussion and review of supporting documents given to the Board regarding wages owed back to the department, a motion was made by Burns to authorize a Return of Accumulated Deductions to Mr. Moultrie after subtracting the amount owed to the department in the amount of $1,101.00. The total accumulated deductions of $2,154.47 will be disbursed accordingly: $1,101.00 paid to the City of Springfield on behalf of Thomas J. O’Connor Animal Control & Adoption Center, $430.89 as 20% mandatory federal tax withholding, and $622.58 paid to Nicholas Moultrie, second by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #5-Benefits under Section 9-Peter Regas-Springfield Housing Authority
Attorney Casartello provided information to the Board for their consideration regarding the PERAC calculation and workers’ compensation offset calculations. After review, a motion was made by Burns to follow the PERAC directive to offset the beneficiary’s benefit in the calculation approval received from PERAC, second by Schmaelzle. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #6-Superannuation Applications
Motion made by Scanlon to approve the acceptance of the following Superannuation Applications: Shawn Bliss, Working Foreman I, Water and Sewer with 10 years and 2 months as of September
8, 2026; Richard Martin, Fire Marshall, Fire Department with 32 years and 4 months as of September 2, 2026; James McCoy, Police Sergeant, Police Department with 32 years as of September 1, 2026; Monique McCoy, Police Sergeant, Police Department with 29 years and 10 months as of September 1, 2026, Catherine Vega, Sped Paraprofessional, School Department with 32 years and 11 months as of October 1, 2026, second by Schmaelzle. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #7-Superannuation Calculations
Motion made by Schmaelzle to approve the six (6) retirement allowance calculations as presented to the Board according to statute, second by Burns. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #8-Warrants
Motion made by Burns to approve and reaffirm the approval of the following warrants: Warrant #57 Refunds in the amount of $450,402.84, Warrant #58 Transfers in the amount of $87,042.48, Warrant #59 Refunds in the amount of $70,026.74 , Warrant #60 Refunds in the amount of $1,240.00, Warrant #61 Expenses in the amount of $126,341.68, Warrant #62 Expenses in the amount of $1,562.92, Warrant #63 Refunds in the amount of $475.95, Warrant #64 Retirement payroll in the amount of $8,525,479.65 and redemption from the PRIT fund in the amount of $6,800,000.00, second by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #9-Refunds/Transfers to Other Systems
Motion made by Scanlon to accept the forty-one (41) requests for refunds and transfers to other systems as presented to the Board. The names have been submitted to their particular Department, the Law Department and the Massachusetts Department of Revenue, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #10-New Members
Motion made by Schmaelzle to accept the twelve (12) New Members for membership due to their employment within the member units of the Springfield Retirement System as presented to the Board, second by Burns. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #11-Benefits under Section 101
Motion made by Scanlon to approve the request for survivor benefits to the beneficiary of Victor Tondera of the School Department-Deceased, second by Burns. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #12-Monthly Financial Reports
Motion made by Burns to accept the monthly financial reports for the month of July as presented to the Board, second by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #13-Director’s Report
Executive Director Baltazar reviewed and discussed H5391/Chapter 171 of the Acts of 2026 regarding the benefits to a current accidental disability retiree of our system. Ms. Baltazar gave an update on a section 91A compliance request that is still outstanding. Ms. Baltazar let the Board know that six Benefit Verification Forms have not been received and are still outstanding. The checks of these six retirees/survivors will be held until the affidavits are received. Ms. Baltazar reminded the Board know that the Emerging Issues Forum will be held on September 17, 2026 in Westborough for those who can attend. Ms. Baltazar gave an update on the PRIM performance. Renee Rae and Lizzy Forrest will assume new job duties and positions at the Retirement Office due to the needs of the office, as well as increases in salary. Ms. Baltazar informed the Board that we will participate in the Retirement Seminar on September 24, 2026 at the Springfield Credit Union.
Agenda Item #14-Attorney’s Report
Attorney ViVenzio updated the Board on the pending cases, which include the matters of Goodman and Lefebvre.
Agenda Item #15-Old Business
None
Agenda Item #16-New Business
None
Reports and Notices
PERAC Memos, #23-COLA Reserve Fund and Enhanced COLA, PERAC 2025 Annual Report, PERAC’s Unofficial Dictionary of Chapter 32, PRIT Fund Update – July, Treasurer’s Reconciliation for the month of July, Budget Balances as of August, Monthly Transfers as of August, Recent Retiree Deaths, List of Injury Reports, Monthly Cash Flow
Motion made by Scanlon to adjourn at 6:15 P.M., second by Schmaelzle. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
The correspondence and reports were received and reviewed by the Board Members and the Executive Director and will be placed on file.
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Robert P. Moynihan, Chairman
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Thomas M. Scanlon, Elected Member
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Haskell O. Kennedy, Appointed Member
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Patrick S. Burns, Ex-Officio
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Karl J. Schmaelzle, 5th Member