AGENDA FOR THE SPRINGFIELD RETIREMENT BOARD MEETING
70 TAPLEY STREET, SPRINGFIELD, MA 01104
TO BE HELD ON JULY 9, 2025 AT 5:00 P.M.
Agenda Item #1-Election by Declaration
Vote to declare Robert P. Moynihan as an elected member of the Springfield Retirement Board.
Agenda Item #2-Minutes
Vote to consider approving the minutes of the open session and executive session meeting held on
June 11, 2025.
Agenda Item #3-Involuntary Accidental Disability Application-Luke Cournoyer-Fire Department
Vote to consider the acceptance of the application for Involuntary Accidental Disability benefits submitted by Fire Commissioner Bernard Calvi, and request that PERAC convene a medical panel.
Agenda Item #4-Involuntary Accidental Disability Application-Kelly Jones-Fire Department
Vote to consider the acceptance of the application for Involuntary Accidental Disability benefits submitted by Fire Commissioner Bernard Calvi, and request that PERAC convene a medical panel.
Agenda Item #5-Involuntary Accidental/Ordinary Applications-Jeremy Rivas-Police Department
Vote to consider the responses of the medical panel for the Involuntary Accidental/Ordinary Disability benefits submitted by Police Superintendent Lawrence Akers.
Agenda Item #6-Superannuation Applications
Vote to consider the acceptance of the following Superannuation Applications:
1. Cindy Brunton, Classroom Para, School Department with 10 years as of August 26, 2025.
2. Casondra Carter, Sped Para Educator, School Department with 26 years and 11 months
as of September 20, 2025.
3. Helene Ford, Sped Para Educator, School Department with 16 years and 8 months
as of June 27, 2025.
4. Cheryl Mock, Sped Paraprofessional, School Department with 16 years and 6 months
as of June 17, 2025.
5. Carolyn Strong, Analyst, School IT Department, with 21 years as of September 3, 2025.
Agenda Item #7-Superannuation Calculations
Vote to approve the twenty-five (25) retirement allowance calculations as presented to the Board according to statute.
Agenda Item #8-Redeposit of Refunds and Makeup of Contributions
Vote to consider the redeposit of refunds to:
1. Matthew Fontaine, Commercial Appraiser, Assessors, for the refund from the Springfield Retirement System in 2024.
2. Amaryllis Guzman, Sped Para Educator, School Department, for the refunds from the Springfield Retirement System in 2012 and 2024.
3. Sabrina Lopez, Specialist, School Department, for the refund from the Springfield Retirement System in 2022.
4. Lourdes Lopez Claudio, Program Specialist, Springfield Housing Authority, for the refund from the Springfield Retirement System in 2024.
5. Jennifer Oquendo-Adorno, Sped Para Educator, School Department, for the refund from the Springfield Retirement System in 2022.
Vote to consider the makeup of contributions according to statute:
1. Patrick Burns, Comptroller, Springfield Water and Sewer Commission, for four months of employment with the Department of Public Works and the School Department.
Agenda Item #9-Warrants
Vote to reaffirm the approval of the following warrants:
Warrant #37 Refunds in the amount of $93,985.39
Warrant #38 Transfers in the amount of $110,495.89
Warrant #39 Refunds in the amount of $9,854.08
Warrant #40 Expenses in the amount of $189,175.12
Warrant #41 Retirement payroll in the amount of $8,102,678.36
and redemption from the PRIT fund in the amount of $7,800,000.00
Agenda Item #10-Refunds/Transfers to Other Systems
Vote to consider the twenty-two (22) 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.
Agenda Item #11-New Members
Vote to consider the twenty-two (22) New Members for membership due to their employment within the member units of the Springfield Retirement System as presented to the Board.
Agenda Item #12-Monthly Financial Reports
Vote to accept the monthly financial reports for the month of May as presented to the Board.
Agenda Item #13-Request for Proposals-Legal Services
Vote to begin the RFP Process for Legal Services.
Agenda Item #14-Director’s Report
• MGL Chapter 32 Section 91A-Compliance of 91A Reporting and 91A Terminations
• Update of 2025 Affidavits – Benefit Verification Forms
• PRIT Correspondence
Agenda Item #15-Attorney’s Report
Agenda Item #16-Old Business
Agenda Item #17-New Business
Reports and Notices
PERAC Memos
o #16 Tobacco Company List
o #17 Revised Language for Benefit Calculation Approval Letters
o #18 Cyber Attack
o #19 Updated Member and Beneficiary Refund Forms & IRS Special Tax Notice
o #20 Mandatory Retirement Board Member Training – 3rd Quarter, 2025
PERAC Correspondence
PRIT Fund Update-May
COLA Correspondence
Treasurer’s Reconciliation for the month of May
Budget Balances as of June
Monthly Transfers as of June
Recent Retiree Deaths
List of Injury Reports
Monthly Cash Flow
Next Monthly Board Meeting: August 14, 2025 @ 5:00 P.M.
The Board reserves the right to consider items on the agenda out of order. In addition, the Board may enter into Executive Session during the meeting if requested by the individual or as deemed necessary by the Board or its Legal Counsel. Items listed for discussion in Executive Session may be conducted in open session in addition to or in lieu of discussion in Executive Session.