MINUTES FOR THE SPRINGFIELD RETIREMENT BOARD MEETING
70 TAPLEY STREET, SPRINGFIELD, MA 01104
HELD ON AUGUST 5, 2026 AT 5:00 P.M.
Present: Robert Moynihan, Thomas Scanlon, Haskell Kennedy, Karl Schmaelzle, Attorney Alfredo ViVenzio, Executive Director, Susana Baltazar, Teresa D’Agostino, Recording Clerk, Fire Commissioner Miguel Rivera, Attorney Chelsea Choi, Remote Participation: Patrick Burns
Agenda Item #1-Minutes
Motion made by Scanlon to approve the open and executive session minutes of the meeting held on July 8, 2026, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #2-Involuntary Accidental Disability Application-Joemar Casiano-Fire Department
The medical panel results were reviewed and discussed. Motion was made by Schmaelzle to accept the responses of the medical panel for Involuntary Accidental Disability benefits submitted by former Commissioner Bernard Calvi, the evidence of the application, and approve the Involuntary Accidental Disability benefits, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes,
Moynihan, yes.
Agenda Item #3-Superannuation Applications
Motion made by Schmaelzle to approve the acceptance of the following Superannuation Applications: Bernard J Calvi, Fire Commissioner, Fire Department with 31 years and 2 months as of July 25, 2026; Carrie Calvi, Detention Attendant, Police Department with 15 years and 10 months as of July 24, 2026; Debora Hawley, Principal Clerk, Library with 12 years and 10 months as of August 29, 2026. Richard Jacobs, Senior Custodian, School Department with 39 years and 3 months as of August 8, 2026; Catherine Mastronardi, Paraeducator, School Department with 20 years and 11 months as of September 19, 2026; Alexandrine Porter-Martin, Senior Center Coordinator, Elder Affairs with 22 years and 5 months as of August 8, 2026, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #4-Superannuation Calculations
Motion made by Kennedy to approve the eighteen (18) retirement allowance calculations as presented to the Board according to statute, second by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #5-Redeposit of Refunds and Makeup of Contributions
Motion made by Scanlon to approve the redeposit of refunds to: Terina Mulero, Site Coordinator, School Department, for the refund from the Massachusetts Teachers Retirement System in 2001; Jonathan Mateo, Special Heavy Motor Equipment Operator, DPW, for the refund from the Springfield Retirement System in 2026, second by Schmaelzle. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #6-Warrants
Motion made by Scanlon to approve and reaffirm the approval of the following warrants: Warrant #51 Refunds in the amount of $240,796.17, Warrant #52 Transfers in the amount of $95,028.28, Warrant #53 Refunds in the amount of $66,489.30, Warrant #54 Expenses in the amount of $1,044,826.48, Warrant #55 Retirement payroll in the amount of $8,525,817.86 and redemption from the PRIT fund in the amount of $0.00, Warrant #56 Expenses in the amount of $887.91, second by Schmaelzle. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #7-Refunds/Transfers to Other Systems
Motion made by Schmaelzle to accept the thirty-seven (37) 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 #8-New Members
Motion made by Scanlon to accept the nineteen (19) New Members for membership due to their employment within the member units of the Springfield Retirement System as presented to the Board, second by Kennedy. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #9-Monthly Financial Reports
Motion made by Schmaelzle to accept the monthly financial reports for the month of June as presented to the Board, second by Scanlon. Scanlon, yes, Kennedy, yes, Schmaelzle, yes, Burns, yes, Moynihan, yes.
Agenda Item #10-Director’s Report
Executive Director Baltazar gave an update on one outstanding compliance request for 91A terminations, as well as a report on any 2025 excess earners. Ms. Baltazar also let the Board know that fifteen Benefit Verification Forms have not been received and are still outstanding. The checks of these fifteen retirees/survivors will be held until the affidavits are received. Ms. Baltazar let the Board know that the Emerging Issues Forum will be held on September 17, 2026 in Westborough for those who can attend, as well as a PERAC Administrator’s training seminar in Northampton on August 19, 2026.
Agenda Item #11-Attorney’s Report
Attorney ViVenzio updated the Board on the pending cases, which include the matters of Goodman and Lefebvre.
Agenda Item #12-Old Business
None
Agenda Item #13-New Business
Chairman Moynihan let the Board know that he received a call from one of our survivors regarding retroactive COLA payments that were owed to our Section 100 Survivors. The payments were owed after receiving PERAC correspondence and guidance. She was very appreciative and she wanted to let the Retirement Board know.
Reports and Notices
PERAC Memos #20-Reinstatement to Service under G.L.c.§105, #21-Updated Calculation Figures for Post-Retirement Work Under Section 91 and Section 91A, #22-Cost of Living Increase for Supplemental Dependent Allowance Paid to Accidental Disability Retirees and Accidental Death Survivors, PRIT Fund Update – June, Treasurer’s Reconciliation for the month of June, Budget Balances as of July, Monthly Transfers as of July, Recent Retiree Deaths, List of Injury Reports, Monthly Cash Flow
Motion made by Schmaelzle to adjourn at 5:30 P.M., second by Kennedy. 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
