Musings from too close to the crypt. Random thoughts, valentines, and vitriol from an aging and increasingly cranky boomer who's tired of the public flogging he's taken as an Oregon Public Employee and now as a retired public employee drawing his PERS pension. To people who think I'm getting more than I deserve - bite me! I earned every penny. Please read the notes below before posting comments, or emailing me. They are important!!!
Tuesday, June 10, 2008
Waking Up
In the meantime, another PERS-related case is scheduled for its first hearing in the Marion County Circuit Court. This is the case captioned "Kay Bell" in the Hartman archives. This lawsuit tests the proposition that PERS should be held accountable for its information as employees relied on PERS' representations to make retirement decisions. The case is scheduled for July 15th. While it would be nice to get a definitive ruling on this, it seems to me that both the Strunk hearings and the Arken hearings touched on this issue. Each time it gets brought up, some judge or Justices swat it down. I'd like to think that Kay Bell will get a fairer view, but I'm not encouraged by the previous rulings. What those rulings say to me is that if you depend on PERS, you do so at your own peril. PERS can lie to you either explicitly (Notice of Entitlement) or implicitly (by failing to tell you some crucial piece of information, such as that the earnings for one critical year in your retirement account may not be the same as what you've been led to believe). This has always seemed to me to be the Achilles heel of the PERS system, and the courts haven't been very sympathetic to retirees on this one. We exchange our jobs for a promised retirement benefit. Our jobs are filled and no longer available even if we wanted them back. Then PERS gets to turn around and say, "whoopsie. We boo booed and you get to suffer the consequences." This has never struck me as fair. The analogy is always drawn to a bank error, but the difference to me is that banks don't wait four or five years or more to tell you and then go to great lengths to recover the money. There, at least, ought to be some statute of limitations at play here. Six years is way too long in a retirement setting. The banks usually find the error in a matter of days, if not weeks. I know of no example where a bank has come back on an error years after it occurs.
What do you think about this? Fair or unfair?
Friday, June 06, 2008
The Story
Nothing else new to report. The week's still been weird and it is probably time for it to end. Maybe with some sunshine and not rain. As an Oregonian for 38 years now, I have to confess to being really, really, really tired of the rain this year. My backyard is a giant mud pit, which the Lab loves, but our yardcare person is growing to loathe. Big, deep footprints and lawnmower treads dig in everywhere in the back. I can see the repaired drainage plan coming soon.
Thursday, June 05, 2008
Waiting On The World To Change
So, where were you on June 5, 1968? What do you remember about that time? I remember plenty, and there are many times I'd rather forget.
I Got the News
In other news, the PERS Oregon Discussion group now has crested the 200 member number. Remember, we're trying for 250 members by June 13th (Friday the 13th). If you haven't joined, and are interested in following more real-time discussion of PERS news, you can click the Yahoo! button on the left side of this blog. Joining is easy and free.
Wednesday, June 04, 2008
Just My Imagination
The USA Today photographer stopped to shoot off 40 or 50 shots of yours truly. God knows which of the pictures and which of the quotes will show up in the article. The photographer was a very amiable young man whose day job is with the Salem Statesman Journal, but who does contract work with other papers. We talked cameras and lenses; he and I share the same passion for Canon products. I don't know when this PERS article and photographs will appear, but I promise to let you know when I do. I suspect this will be a more focused article about Oregon PERS than I originally thought. The reporter told me that he had talked to Paul Cleary and to Randall Edwards, State Treasurer, earlier. Today I found out that he also interviewed Randall Pozdena, former head of the Oregon Investment Council, who was concerned about the PERS funding situation back in 1999. This suggests an article that is more focused on PERS, or that covers the various "success" stories in public employee pensions than I originally suspected. Of course, one man's success usually means another's failure or loss. Voila, our loss! Liars all of them.
The dog got her stitches out yesterday and can run free again. That was a two-week ordeal that left us about $1000 poorer. Yellow labs are high maintenance. At least she's loveable and fun. All her injuries are self-inflicted and result from an unquenchable curiosity and uncontained enthusiasm. Not to mention, her ability to reduce anything breakable into microscopic particles in mere seconds.
I took a nasty spill on Sunday and have hematomas (doctor-speak for nasty bruises) on my arm and elbow, coupled with the most incredibly nasty and triangular bruise on my tailbone. It is practically the shape of my tailbone, which shockingly enough, is more-or-less triangular in shape. I'm OK, but my dignity is diminished, my personal trainer laughed at me, and I discovered that the pain medication I take for my hip and knee won't touch the pain from this kind of trauma. I think the pharmacy and I have finally reached some truce about refills about the pain medication. I was having to call them in 4 weeks in advance just to insure that I got them on time. I got pissed and started on a rampage through pharmacy supervisors, membership services, and anyone else in a position of power. What rattled me was that I could see electronically that my doctor had approved the refills weeks before the pharmacy filled them and none of us could figure out why it was taking so long. We still don't know, but the chief cook and bottle washer of pharmacy services assures me that things are now straightened out. I'll believe it when I see it, but for now, it provided a way to relieve some of the anger built up over Judge Kantor's decision late last week (or was it the week before?).
My daughter's belated birthday present was a set of concert tickets to a concert held last night at the Rose Garden. As promised, I escorted my daughter and her friend to the concert, dropped them off, and then went off to my PSU office to hang out until the concert was over. Around 11 pm, I booked over to the Rose Garden, parked the car illegally and waited, and waited, and waited. While waiting, I listened to the BBC news. Interesting to hear about US politics from a British perspective. In any case, about 11:45 I spot my daughter and her friend coming towards me and I go to start the car. Uh oh. No start. I just then discovered the peril of parking a car for a week at a time before getting it out to drive. Dead battery. Not enough driving time to charge the OEM battery on a 4 year old car. So, I called AAA. At midnight. The battery guy showed up at 1:15 a.m. He jump started my car, tested the battery, assured me the battery itself was OK, and so I drove it home to Lake Oswego. I finally got to sleep about 2:30 this morning. Fortunately, the car started fine this morning. I think it is getting time to think about replacing that battery. Don't think I can be inconvenienced at that time of night again in someplace like the Rose Quarter.
So you tell me. Is it just my imagination, or has my week been more bizarre than normal?
Tuesday, June 03, 2008
Semi-Interesting Week
He's interviewing State Treasurer Randal Edwards today. Tomorrow, one of his Portland-based photographers will come by at 9:30 a.m. to take a picture of me. How so very exciting. I get 15 minutes more of fame, and a picture to boot. I have no idea when the story will come out. I'm sure that Google News will carry it when it does. All-in-all, not a bad start to a semi-interesting week.
Monday, June 02, 2008
Second Hand News
I will report back here if the phone call comes in. I'm not holding my breath, but I was pleasantly surprised that someone gave him my name. Or maybe he just knows how to use Google effectively and found my name showing up with frequent criticisms of Oregon PERS. We'll see.
Friday, May 30, 2008
Frail Grasp On the Big Picture
" As you will recall, in last year's decision, Judge Kantor found in favor of you and Robinson petitioners, but on grounds we did not raise. Therefore, we asked Judge Kantor to clarify this decision, asking him to rule specifically on the main claim we did raise on your behalf, which was that you have a contractual right to keep the 20 percent earnings because in the Strunk case, the Oregon Supreme Court held that the 2003 Legislation created a new entitlement to a fixed retirement benefit based on the 20 percent earnings plus COLA. Also, we alleged that even if you did not have a contractual right to keep the 20 percent earnings, you retired in reliance on the fact that your retirement benefit would be based on the 20 percent earnings plus COLA and that reliance was reasonable.
In yesterday's decision, Judge Kantor ruled against us on that breach of contract and reliance (promissory estoppel) theory. Therefore, the contract claim will have to be decided by the appellate courts. While we are disappointed by the decision, we want to remind you all that we have always expected this case to be decided ultimately by the Oregon Supreme Court. We are busy researching ways to petition the Court of Appeals to certify the appeal directly to the Supreme Court so that you do not have to wait even longer for a final decision on this issue.
In the meantime, Judge Kantor's initial decision protecting all window retirees under the Section 14b reasoning still stands. We are certain Judge Kantor will be asked in the Robinson case to enter some judgment regarding that ruling within the next few months. We will keep you updated on the trial court's progress in the Robinson case as well as the appellate progress in this case. " (My thanks to Michael Arken for sharing this communication with me and for permitting me to post it here.)
In contrast, the PERS website has its interpretation of what went down in Tuesday's ruling. You can read it here. The document can be found in a link at the upper right corner of the blog under current news.
After reading both, you get to decide which of the two sides has the firmest grasp on the big picture, and which doesn't.
For more discussion and news on the Arken case, please stop by the PERS Oregon Discussion group (POD), which you can join by clicking on the Yahoo link on the left.
Wednesday, May 28, 2008
March of the Pigs
What exactly did Judge Kantor do to help the pigs out even more than they've already been helped by the actions of a couple of really slimy lawyers? First, and foremost, Judge Kantor ruled unequivocally that PERS could NOT collect the overpayments PERS was wanting to collect in their Strunk/Eugene remediation project. This was the essence of the Robinson case. Judge Kantor ruled that PERS' January 2007 order and its March 2007 "collection notice" were illegal on their face. Period, end of story. PERS cannot collect that large chunk of money by any means. To be clear here, this is only Judge Kantor's ruling. Before this story is over, this ruling will be reviewed by the Oregon Court of Appeals (possibly) and the Oregon Supreme Court (for sure).
The second ruling Judge Kantor made was that the 20% earnings credit for 1999 had never been finalized because it had been appealed in a timely manner, according to the law. Therefore, neither retirees nor members had any right to expect earnings that high, especially following the ruling in the City of Eugene case and its subsequent codification in statute (HB 2003). Thus, while retirement benefits had been calculated on the 20% in some cases, and notices of entitlement went out with that figured into the resulting benefit, PERS had no obligation to continue paying an erroneous benefit. Judge Kantor ruled that "promissory estoppel" did not apply in cases like this; therefore, retirees had no claim against PERS for supplying faulty advice, incorrect information etc. This, to me, was the most disappointing part of the ruling. PERS does not have to give people correct information and they can't be held responsible if what they give is faulty advice. (This has bearing on another case in the pipeline.)
Finally, Judge Kantor ruled that it was perfectly permissible for PERS to adjust retiree benefits, as PERS has been doing, when there has been an error made in the calculation (i.e. the 1999 20% crediting, versus the "correct" amount of 11.33%).
At this point, both Arken and Robinson head to the Oregon Court of Appeals. There has been considerable talk about petitioning the Court of Appeals for a "pass" and moving the entire show onto the Oregon Supreme Court. I'm ambivalent about this. As much as I'd like this whole thing to be over, I'm not sure I'm ready for this to move before the White case has had its day in Court. If Arken/Robinson get their pass to the OSC, I'll be OK with it, but I'd like a ruling on White before the Court hears any more cases.
P.S. Press the Yahoo! button to join our new newsgroup where we can discuss this ruling in as much detail as people want, in near real-time. We're growing by leaps and bounds and the discussion has been really good so far. And it is all about PERS.
Tuesday, May 27, 2008
Slow Train Turning
Here's the ruling. Try to enjoy even though we didn't win anything we didn't already have.
Come Together
If you are reading about the new group for the first time, and you want to join, there is a Yahoo! button in the left column. You can click the button and you will be taken directly to the "join" page for the new group. If you are already a member of other Yahoo groups (including OPDG) the "joining" process is quite simple. Even if you aren't a Yahoo member, the process is quite simple. I encourage you and all your PERS friends to join. The more members we have, the more diversity in the types of questions we'll get. And, this ISN"T JUST FOR RETIREES. We welcome membership from all active PERS members, OPSRP members, and inactive, but not retired, members. In short, there is nothing from the PERS membership we aren't interested in. Even questions about the OUS optional retirement plan, the Oregon 457 deferred compensation program, and the higher education 403B plan are welcomed. We may not always have the expertise to answer questions about those latter programs, but we do know who to recommend that you contact for deeper answers.
So come on in, enjoy the water, the fresh air, and the stimulating discussion. I've been astonished by the quality of the questions so far, and the overall enthusiasm of the members. We're shooting for 250 members by June 13. Think of this like an OPB pledge drive, except it won't cost you any money.
Saturday, May 24, 2008
Start Me Up
I will have two moderators on the group to help make certain that the new group stays on focus. We will rule with a very light hand, except when the discussions stray too far away from the group's primary purpose. If you like to use RSS syndication readers, the new group will support this - a contrast from OPDG.
I hope you find the new group useful. I hope we can have some spirited discussion about retirement, about PERS, about Social Security, Medicare, and all elements of healthcare for retirees. Already the membership includes some pretty helpful people. If you have any question about our primary areas, please post it. We can all learn from your questions and the answer(s) to them. C'mon down. Take the group for a spin. Let us know what you think. The group's framing is up, but there will still be some work to be done on the roofing, the siding, and the interior. Come join us and pitch in with your ideas. We're still in search of some photos for our group picture(s). I'd like to put together some sort of revolving "slide show". I'm open to any and all suggestions for interior design.
Thursday, May 22, 2008
Digital Ghost
I'm pretty certain the new newsgroup will be on Yahoo, site of the current OPDG. I'm not doing it to be malicious. I'm doing it because Yahoo offers some management tools that I can't get on Google. Moreover, by remaining at Yahoo, any member of OPDG can join the new group by simply pressing "join". There will be no new handle to create, no new system to get used to. The ability to have both OPDG and the new, as yet unnamed, group available on the same server is a bonus.
Why a new group? For those who have been around OPDG for the past five or six months, the answer should be obvious. I've stated more than once that I hate political discussions, except on a group specializing in them. The comments on OPDG have deviated into politics to the point that almost any PERS-related discussion gets lost in the morass of politics. The new group will be restricted to PERS and PERS-related discussion. This includes anything pertinent to retirement in general, retirement specifically, Social Security, Medicare, and the myriad of other facets of retirement. Politics qua politics will be expressly verboten and overtly political posts will be deleted without any warning. Members who repeatedly violate *this* rule will be banned from the group. We will also open up the group to drive-by readers so that we can use the wonderful tools available in RSS/Atom reader/feeders. If you don't know about these, no problem. But for those of us who depend on RSS tools as a way to organize our busy lives, this alone justifies a new group. Yes, I do realize that anyone will be able to *read* postings, but only members will be able to post. But that is the small price to pay for the access to these other useful tools.
Once the moderators are in place, the new newsgroup will open. I will publicize it widely on this blog and, indeed, on OPDG as well. It is not intended to replace OPDG, but is to provide an oasis for people who (like me) just don't agree with the direction OPDG has taken in the past six months. I'm sure this will provoke some grousing and controversy, but I didn't make this decision lightly. Taking on another project isn't something I was seeking. My ego is solid and I don't need the ego gratification of having things run exactly my way. But, when something begins to deviate so widely from its original conception, it is time to chart another course. Since I have the technical skills to multitask a series of web-related projects, and I expect to have equally technically competent moderators.
The beauty of a second newsgroup more laser focused on issues relevant to retirees, especially PERS retirees, is to give members both a choice and some diversity. I encourage participation in both groups. People will probably choose one over the other. While that isn't my intent, I fully expect it to happen. And if it does, so be it. I'm not leaving OPDG myself, nor do I think either of the moderators will either. We're all attracted to diversity but we're also quite fed up with the crap coming down on a regular basis from OPDG.
Look for a follow-up posting before the end of the Memorial Day weekend (I hope) announcing the name and location of the new newsgroup.
P.S. I've sneaked in a Yahoo! button on the left side. If you go to it and click in the "Join" area, you will be taken to a page where you can easily join the new newsgroup. While it is not fully active yet, we are accepting new members.
HAVE A SAFE MEMORIAL DAY WEEKEND!
Wednesday, May 21, 2008
All Along the Watchtower
Another rumor that has been running around in various forms for about a month now is beginning to gain some traction as I hear it from more and more disconnected sources. This rumor has Judge Kantor effectively delaying issuing his rulings in the Arken and Robinson cases until after he's at least heard the White Case, also scheduled with Judge Kantor for August 4-5, 2008. While this remains in the rumor state, the sources are becoming more and more credible with each repeating. The central element of all three cases is the "settlement agreement" between PERS and the employers. This agreement, signed in early 2004, preceded the Court's Strunk opinion, and effectively applied a "nuclear option" to permit PERS to more-or-less ignore whatever the Supreme Court ruled. And PERS has indeed pretty much ignored the Supreme Court. Arken gets to the question of the COLA freeze on which the Strunk ruled on 3/8/05, while Robinson gets to the section 14b "exclusively remedy" for the Lipscomb (City of Eugene Case) mooted by the Supreme Court in late 2005 and vacated in 2006. The key to all these cases is the "settlement", which the White Case attacks directly. Current thinking is that all roads lead through White and that it would be best to have all three cases end up before the Supreme Court simultaneously. If Kantor delays his Arken/Robinson ruling until after he's ready to issue a ruling in White, he may be able to take care of all three cases together. My own opinion is that if he rules in favor of the PERS Coalition in White, Arken is moot, and the issue settled law; Robinson is somewhat of an anomaly; nevertheless its effect is directly tied to the settlement agreement and it is my non-legal intepretation that a favorable ruling in White, puts Robinson back in play and the defendants on the hook to explain why they didn't apply the legislature's prescribed remedy to deal with the issues arising for retirees as a result of the legislation. I don't envy the wait for anyone, but these cases are moving into their 5 year; I can't get worked up by the possibility of another few month delay.
What do you think of these rumors? True? False? Implausible? Why? Why not?
Ring Them Bells
On another election result, Judge Henry Kantor was reelected (unopposed) to the Multnomah County Circuit Court. This was hardly a shocking development. Incumbent judges rarely lose and it is unimaginable to have an unopposed incumbent judge losing. But more significantly, now that Judge Kantor cannot claim the distraction of his reelection it is time to get moving on finalizing and issuing the PERS rulings in Arken and Robinson before White shows up on August 4 - 5. There are no longer ANY excuses for delaying. It might be time for some POLITE phone calls to Judge Kantor's offices expressing CONCERN at how long things are taking. For god's sake, don't do anything that would piss off Judge Kantor's office manager, or Judge Kantor. I think it perfectly reasonable to express concern that the decision is taking so long and that PERS continues to withhold benefits that we feel are rightly ours. But, DO NOT in any way criticize Judge Kantor or his slowness. Judges are human and they don't like to be criticized by angry citizen phone calls any more than we like them. So, be on your best behavior if you do decide to call. And, to make you think a bit more about this, I'm not going to do the research for you and post the phone number. There are way too many cranks in this world. This way, if you want to call, you can look up the phone number and make the call. Robocranks and other loons won't bother to do that. Think of it as my way of saving us from the actions of others.
Well, I'm going back to savor the victories, lick my wounds over a few defeats (like passing 3 more expensive and unnececessary Kevin Mannix, Measure 11, constitutional amendments). Enjoy the victories you experienced and lets get ready to move on to the November elections. Happy politics. Happy Wednesday.
Tuesday, May 20, 2008
Pocketful of Sunshine
I'm disappointed that Hillary didn't do better, and that Kate Brown trounced her opponents including Vicki Walker. I'm also sorry to see Jeff Merkley get the nod over Steve Novick. I had higher hopes that Novick would be a better challenger for Gordon Smith; now I'm a bit pessimistic about Merkeley's chances in November. I'm not a Republican, but I was sure happy to see Mike Erickson put a crimp in Kevin Mannix's attempts to win in House District 5. I think Mannix is now about 0 - 7 in statewide offices. Loren Parks' ROI for those donations to Mannix's endless campaigns is now beyond 0%; it is major negative territory.
Despite those few disappoints, tonight is a night for PERS members and retirees to be very happy. We have punished the worst offender still eligible for other public offices by eliminating him from politics for at least the next two years. It is hard to get any traction for higher office when you don't have a guaranteed bully pulpit to speak from. Goodbye Greg. We'll miss you -- NOT!
Monday, May 19, 2008
Tennessee Waltz
of Oregon, Tennessee's retiree buyout plan. To get some of the
heavyweights to retire early, they are offering 2 years of paid college
tuition (presumably at Tennessee colleges and universities). Early
retirees also get $500.00 per year of service as a cash bonus (for 30
year employees that works out to $15,000). They also get two and half
years of paid health insurance. And more incentives are coming.
Obviously, Tennessee's Governor and Legislature think a bit more highly of public employees
than Oregon's unprogressive litigators (oops, meant legislators. Must
be freudian or something like that). Perhaps Greg Macpherson can come
up with some more clever ideas if, by dumb luck, he ends up as Oregon's
new AG. (I sure as hell hope he doesn't and I'm doing my level best to
inform people about his history as a legislator and his "friendship"
with organized labor. I think SEIU wants to send him a really strong
message. They have contributed slightly less than $400,000 to John Kroger.
Sunday, May 18, 2008
Run For The Roses
Thursday, May 15, 2008
Rock The Vote
If you need suggestions, please vote for John Kroger, Oregon Attorney General; Vicki Walker, Oregon Secretary of State. Other suggestions gladly given via email back channel. Those are the two statewide races I care most about. These are the races where PERS members/retirees can thank supporters and punish opponents.
Thursday, May 08, 2008
Shorty Wanna Be a Thug
Not only is this ad factually wrong (Kroger has practiced in Oregon), it is demeaning and offensive to John Kroger. While I have no idea whether Macpherson is shorter or taller than Kroger, Macpherson has amply demonstrated to me why he is an undeserving thug. Besides orchestrating the pillaging of PERS member and retiree benefits, he is following the same playbook as those who "swift boated" John Kerry. We don't need any more of this in Oregon politics. We don't need Greg Macpherson as Oregon Attorney General. I hope you'll join me in marking your ballots for John Kroger as Oregon's next Attorney General. With friends like Greg Macpherson, we don't need any more enemies.
Sunday, May 04, 2008
Thug Passion
Saturday, May 03, 2008
Longshot
Thursday, April 24, 2008
Frail Grasp On the Big Picture
In the past several days two somewhat different views of the Kantor decision in the Arken/Robinson cases have come down. The first, from Aruna Masih, counsel for Bennett, Hartman, Morris and Kaplan sent the following note out to the Arken plaintiffs:
In yesterday's decision, Judge Kantor ruled against us on that breach of contract and reliance (promissory estoppel) theory. Therefore, the contract claim will have to be decided by the appellate courts. While we are disappointed by the decision, we want to remind you all that we have always expected this case to be decided ultimately by the Oregon Supreme Court. We are busy researching ways to petition the Court of Appeals to certify the appeal directly to the Supreme Court so that you do not have to wait even longer for a final decision on this issue.
In the meantime, Judge Kantor's initial decision protecting all window retirees under the Section 14b reasoning still stands. We are certain Judge Kantor will be asked in the Robinson case to enter some judgment regarding that ruling within the next few months. We will keep you updated on the trial court's progress in the Robinson case as well as the appellate progress in this case."
And then later the same day, PERS posted its take on the Kantor ruling. It is longer and can be read at the PERS Website
"
Casino Nation
We all know that gambling in Las Vegas or elsewhere always favors the "house". Traditionally, gambling establishments make their lucre by setting the odds in such a way that the "house" wins only slightly more than half of the time so that people won't get discouraged and stop throwing their money at this ultimately lost cause (for the gamblers). The house never loses because it has an infinite amount of money to play with and it can eventually bankrupt any player and recoup its losses relatively quickly. If I were inclined, the true moneymakers on the stock market would be the companies that run/own gambling establishments.
What does this have to do with PERS? Nothing, except for the fact that PERS has things set up so that the "house" always wins, 100% of the time. I have been tallying the results of emails I've received from my many faithful readers who appealed their "brown envelope" from PERS detailing the outcome of their recalculation of benefits based on the Strunk/Eugene "remediation." The results would make a Las Vegas oddsmaker blush with embarrassment. I have actually gotten email or read reports elsewhere of 987 people who have appealed so far. The results are clear - *no one* has gotten an appeal passed past PERS. We are 0/987 as of this morning. No successes in 987 reports. PERS is taking no prisoners with these appeals. People report that the appeal responses are as generic as their appeals are specific. It looks as if PERS isn't spending any time at all with the appeals. It just sends out a near form letter with some canned responses to the standard appeal bases. I don't post this to discourage you from appealing; I post because I find the outcome to be so preposterous. It doesn't matter what the courts say. It doesn't matter what attorneys say. It doesn't matter that this defies all rational expectation. PERS isn't going to let anyone win for any reason except for a bonafide arithmetic mistake. And you have to have some awfully good information to figure out whether PERS made a mistake or not. The numbers don't jump off the page. The computational algorithms aren't obvious and PERS doesn't make a habit of sending you an explanation of how they obtained the results. You can get this information, but you have to request it specifically.
Judge Kantor: if you read these kinds of things, you might want to know that most of us out here in PERS land are getting pretty fed up with your lame non-excuses for a non-ruling. PERS is running amok and they're doing it claiming you gave them permission. If we have any hope of restoring our benefits before many of us die off, you are going to get off your behind and issue a ruling - soon. Our patience is wearing thin.
Monday, April 21, 2008
The Downward Spiral
Saturday, April 19, 2008
Changing of the Guards
Thursday, April 17, 2008
Love Is Free
Back To Black
Tuesday, April 15, 2008
Keep It Simple
Back to our regularly scheduled rant.
Shake Those Windows
Judge Kantor still has not ruled and Francisco Franco is still dead.
Monday, April 14, 2008
Don't Bottle It Up
In the meantime, we still don't have any progress on the PERS front. Judge Kantor seems to be spinning his wheels and there are no extant rumors that suggest or even hint at the timing of a ruling. Perhaps Judge Kantor feels that if he never rules, we'll all just go away. We may not go away voluntarily, but we may all die and our estates may not want to pursue this any further. I hope it doesn't go that far. I hope that Greg Hartman is right that a decision may be made by June. I'm sure getting tired of writing all these blog posts that report no news. I'm getting mighty tired of reading all the political rants everywhere. I hate election years.
Wednesday, April 09, 2008
Walk On
Tuesday, April 08, 2008
Pimping My Ride
Wednesday, April 02, 2008
I Will Survive
Run, Run, Run
Tuesday, April 01, 2008
Dirty City
Money
Sunday, March 30, 2008
Radio Nowhere
Tuesday, March 25, 2008
Where Am I?
Tuesday, March 18, 2008
Many The Miles
I leave (on Friday), with the expectation that nothing will be decided on the PERS front. There is no news leaking out of any source. Indeed, the most exciting thing to happen in the past two weeks was the series of deleted comments from last week's post. You know it is time to cash in your chips when that becomes news fodder.
I took delivery of my Mini today, so if you see some bearded guy driving around in a white Mini with black racing stripes, that could be me. Hopefully, this will reduce my frequency of visiting the local neighborhood Chevron station. Those $50 fill ups were getting to be really old. Now the SUV will be reduced to hauling dog and larger groups of people or for road trips. I'll happily take 37 mpg for awhile.
I don't plan to post anything in the next week unless some *real* news about PERS shows up. Things are so slow right now that there hasn't been a new post on OPDG for about 3 days. That is close to a record. Hopefully we won't die of boredom before Judge Kantor makes some decision -- any decision.
Friday, March 14, 2008
Thriller
Thursday, March 13, 2008
The Walk
I wish I brought you other news, such as the outcome of Judge Kantor versus Arken or Robinson, but alas, the Courthouse is quiet for the nance. I'm still betting that we'll have a decision before the end of next week. Otherwise Judge Kantor will have to go away for Spring break with these millstones hanging around his neck.
Monday, March 10, 2008
Saturday, March 08, 2008
Beat It
Comin' Around Soon
I've also heard that Judge Kantor held a telephone conference about the White case - another case that has been "in the works" for about 3 years now last Friday. That might account for Hartman telling OSU employees/retirees that White was "on" in August. It seems to me that if White is finally going to be heard, then the whole question of the "settlement agreement" is now back on the table. I *think* that is good news for both actives and retirees.
On an unrelated front, my Mini Cooper has now made it to US shores and might show up in my driveway before the end of the month. If my luck with ordered cars holds true to form, it will arrive about the same time I leave for Spring Break. Nevertheless, it can't come too soon now. Gas prices have hit $3.85 in my neck of the woods and that SUV of mine is mighty thirsty. It would be cheaper to put Grey Goose Vodka in the tank. Of course, my Mini, like all of its BMW relatives, runs only on premium fuel. You can't have everything.
In true form, my friend Jim sent me the latest IKEA catalog item to save me money before my Mini arrives. With IKEA, the basic idea is that by assembling the furniture with simple tools, you can save yourself some money. In homage to money saving, here is IKEA's way of buying a car:

And here are the tools needed to assemble it:

Thursday, March 06, 2008
Let It Happen
Nothing new to report on the Judge Kantor front. No contradiction to my last report, although OSU sponsored a talk with Greg Hartman and Paul Cleary. During this talk, Hartman said he hoped for a decision from Judge Kantor in the next two months - safely within my source's predicted timeframe - while Cleary, the PERS executive director, trash-talked window retirees for sucking at the public trough (or so says an attendee). In the meantime, Dawn Morgan is busy talking to Corvallis retirees, but I haven't heard what she is saying. Dawn is not one of my favorite people.
Hartman doesn't speculate what will happen if Kantor rules in favor of retirees, and Cleary acknowledges having set aside a sizeable sum of money for "future litigation". Sounds to me like PERS is covering its bets. But Cleary cautions that the decision as to whether to go forward with appeals rests with the attorneys "...and the employers." Hartman thinks that, whatever happens, Kantor will encourage the Supreme Court to take jurisdiction and bypass the Court of Appeals.
All of this is premature. No ruling yet, but stay tuned. If my source is right, we should be seeing a ruling in the "real soon now." Maybe Judge Kantor would like to get a Spring Break too. His wife is a school teacher.
Sunday, March 02, 2008
Second Hand News
I've heard from a reliable source that Judge Kantor has asked to be removed from all other cases next week so he can finish up his rulings in the Arken/Robinson cases. If this is true - and I have no doubt that it is - we may have a decision much sooner than anticipated. Let's all hold our collective breaths and hope for a decision by week's end.
Wednesday, February 27, 2008
Wanna Be Startin' Something 2008
Stand In The Fire
There isn't a PERS retiree I know who isn't waiting impatiently for Judge Henry Kantor of the Multnomah County Circuit Court to issue his long-awaited decision in two PERS-related cases: Arken et al v PERS and Robinson et al v State of Oregon and PERS. These cases were originally heard in 2006. Judge Kantor issued his preliminary findings almost 6 months ago. His order stayed PERS' ability to collect "overpayments", but did not address the question of whether PERS could continue "adjusting" benefits. Absent any explicit prohibition, PERS has been merrily reducing ("adjusting") benefits for Window retirees as part of the Strunk/Eugene remediation. In the meantime, lawyers from the PERS Coalition and others are puzzled and frustrated by Judge Kantor's delay in ruling on the balance of the motions in the trial. At stake is PERS' ability to "adjust" benefits and its necessity to go back and readjust those benefits to levels ordered by the Oregon Supreme Court in its Strunk decision.
I have been at a loss to understand what is holding Judge Kantor up. Today, based on some rather open-ended discussions with several people, it occurs to me that Judge Kantor is up for re-election this year. His term as Multnomah County Circuit Court Judge expires January 5, 2009. This means he either stands in May 2008 or November 2008, I'm not sure which. If he will be running for re-election, what incumbent wants to have his name and picture splashed all over the papers with a potentially unpopular (pro PERS retirees) ruling. We're rapidly approaching the filing date for the elections and we should know whether or not Judge Kantor has any opposition. I'm betting that Judge Kantor will *not* release his ruling until after the elections, either May or November. He is going to maintain as low a profile as possible until then.
Guess it is time to do a bit of digging at Multnomah County. Perhaps it is time for Judge Kantor to stand in the fire. Or then again, perhaps not. What do you think?
Monday, February 25, 2008
Comfortably Numb
Did you know that as of today exactly 1700 days have passed since July 1, 2003? That is the day our COLAs were taken away from us. That is the length of time that, according to the Oregon Supreme Court, PERS has been breaking the law and depriving us of what is constitutionally ours. No matter how you slice it, dice it, or chop it, the Supreme Court said that neither PERS nor the Legislature could withhold a COLA on a payable benefit. The Oregon Supreme Court also said that PERS couldn't recalculate benefits; that the Legislature had defined a new "fixed" benefit which was owed a COLA. So, have we become so comfortably numb that we've forgotten that decision - which is PERS' fondest hope - or do we need to remind them again? I thought that the 1700th day mark would be an appropriate occasion, especially in a leap year.
Friday, February 22, 2008
God Bless This Mess
On Wednesday February 20, the United States Supreme Court issued a far-reaching 9-0 verdict in the Case of Larue v DeWolff et al. This case concerned the applicability of the federal ERISA law to 401-K retirement plans. The question was whether the plan administrator had to bear fiduciary responsibility for properly executing employee instructions for changes to investments in the plan. The Court held that ERISA applied (lower courts had rejected this argument) and remanded the case back to the lower courts for re-argument and for a new verdict. There is no guarantee that LaRue will ultimately win on remand; the only guarantee is that LaRue will be able to argue that ERISA applies in his situation.
Since the nub of the original case involves a "breach of fiduciary responsibility", writers have inquired whether this case has any bearing on PERS going forward or on any cases currently under legal review. I'm not a lawyer, but it is my understanding that ERISA does not apply to public employee pension cases unless the plans have explicit 401-K options. While it might be argued that Tier 3 as well as the IAP plans are 401-K "like", they are not, in fact, 401-K plans. Thus, it is my sense that this opinion will be helpful to employers of private companies with 401-K plans, but will offer no guidance to workers hoping to litigate against Oregon's PERS system.
I tried to extract the relevant part of the Supreme Court's decision and reprint it below. Unfortunately, there was too much html to make it read clearly. Consequently, here is the link instead.
Tuesday, February 19, 2008
Here's To The Meantime
PERS "window" retirees can expect to take a one-time benefit hit on August 1, 2008. The "hit" is a result of legal fees awarded to the PERS Coalition and to OPRI in the Strunk Case. As stipulated in the Supreme Court's fee decision, PERS is responsible for paying out $763,367 in legal fees resulting from an OPRI and PERS Coalition "victory" on the COLA freeze provision of HB 2003. This will be apportioned over all retirees based on their benefit on July 1, 2004 with restored COLA adjustments. According to PERS and in the stipulation, the average deduction will be 1.38% of the benefit payable on July 1, 2004. In my case, that will be more than 100% of the COLA payable on that same date. According to the COLA calendar, my cohort was entitled to a 1.36% COLA on that date. So figure that you'll lose the equivalent of about one month's COLA to pay for our "win" in the Supreme Court. The "good news" is that this is a one-time deduction, not a permanent reduction to the benefit base.
Someday, after I've had too much food and too much good wine, and in the meantime someone will have to remind me again exactly what I won in the Supreme Court. After all these years, I have to confess that "victory" is an elusive concept.
And, PS, before you write me all worked up, this agreement was worked out by the Court will the full support of the PERS Coalition and OPRI and, of course, PERS and all the other robbers in this case.
Money Maker
==========
From Mrs Jenifer Bruce
N[38 Rue Des Martyrs Cocody
Abidjan,Cote d'Ivoire
ATTN:
DEAREST ONE OF GOD
I am the above named person from Kuwait. I am married to Mr.Abram Bruce, who worked with Kuwait embassy in Ivory Coast for nine years before he died in the year 2004. We were married for eleven years without a child. He died after a brief illness that lasted for only four days.
Before his death we were both born again Christian. Since his death I decided not to remarry or get a child outside my matrimonial home which the Bible is against. When my late husband was alive he deposited the sum of $2. 5 Million (Two Million Five Hundred U.S. Dollars) in the bank here in Abidjan in suspense account.
Presently, the fund is still with the bank. Recently, my Doctor told me that i have serious sickness which is cancer problem. The one that disturbs me most is my stroke sickness. Having known my condition I decided to donate this fund to a church or individual that will utilize this money the way I am going to instruct herein. I want a church that will use this fund for orphanages, widows, propagating the word of God and to endeavour that the house of God is maintained.
The Bible made us to understand that blessed is the hand that giveth. I took this decision because I don’t have any child that will inherit this money and my husband relatives are not Christians and I don’t want my husband’s efforts to be used by unbelievers. I don’t want a situation where this money will be used in an ungodly way. This is why I am taking this decision. I am not afraid of death hence i know where I am going. I know that I am going to be in the bosom of the Lord. Exodus 14 VS 14 says that the Lord will fight my case and I shall hold my peace.
I don’t need any telephone communication in this regard because of my health hence the presence of my husband’s relatives is around me always I don't want them to know about this development. With God all things are possible. As soon as I receive your reply I shall give you the contact of the bank here in Abidjan. I want you and the church to always pray for me because the Lord is my shepherd. My happiness is that I lived a life of a worthy Christian. Whoever that wants to serve the Lord must serve him in spirit and Truth. Please always be prayerful all through your life.
Contact me on the above e-mail address for more information’s, any delay in your reply will give me room in sourcing another church or individual for this same purpose. Please assure me that you will act accordingly as I Stated herein. Hoping to receive your
reply.
Remain blessed in the Lord.
Yours in Christ,
Mrs Jenifer Bruce
===========
Do you think Mrs Bruce will succeed in her efforts to gain access to your bank account? You've been duly warned, my public service for today.
Monday, February 18, 2008
All The Pigs, All Lined Up
I've received quite a bit of mail from readers upset by the latest piggishness from the PERS Board. People are understandably upset that active members have to give up 0.03% of their guarantee in 2009 to cover attorney fees involved in restoring the 8% guarantee. Kindo ironic that the legal fees reduce the "guarantee" anyway. And retirees are fit to be tied as PERS comes after them again for some, as yet, unknown amount of the 2008 COLA. All because the PERS Coalition won back the COLA, although there is some dispute about exactly what retirees won because PERS gave with one hand and took away with the other. Arken and Robinson should tell us whether that sleight of hand is okay or not.
I have bad news for all of you who have written and the rest of you who are fuming. What PERS is doing is precisely what PERS' attorneys (the California Pigs), the non-State attorneys (the Bill Gary Pigs), the State's attorney (Steven Walters and the Oregon AG's Office Pigs), *and* (drumroll, saving the best for last) the PERS Coalition attorneys (principally Greg Hartman). They signed this agreement back in early 2007, and none of these merry band of robbers bothered to complain during the sham of a PERB hearing last Friday.
Like pigs at a trough, all the lawyers have been paid, and we've all be suckered into believing that this litigation was for our own good. Somehow as my benefit is cut by $xxx (fill in your own large number here), my COLAs are based on some bogus amount that isn't what the Supreme Court said it should be, and now the final thuggish act of taking out attorney fees from our benefits, we now know that the system is rigged. Ostensibly it is for our benefit, but the custodians of our fate would sell us down the river in a heartbeat for legal fees. Be careful who your friends are and know who your enemies are. They might be the same people. Snarl.
Friday, February 15, 2008
Punish The Monkey
Just when you thought the news couldn't get any worse, the PERS Board managed to come up with yet another way to punish us monkies. You remember that 2% COLA that the PERB so graciously reinstated last August? You remember how they then reinstated all the COLAs back to our date of retirement or 7/1/03, whichever was later, but turned around and reduced our benefit to one based on 11.33% crediting for 1999? You keepin' up so far? Of course, this latter action is the subject of litigation that has officially passed the two year mark without a formal ruling (that would be Arken and Robinson). You may have also read, in my previous post, that PERB is planning to reduce the 8% guarantee for 2009 to 7.97% to pay for legal expenses PERS incurred when they lost in the Supreme Court. Well, guess what? The other shoe dropped today. Retirees will get to shoulder their share of the Strunk legal expenses too. That will be achieved by temporarily (2008) reducing the 2% COLA we would be getting in August to something less than 2%. I don't remember the exact amount, but it will be small. Of course, this all misses the crucial point, which is that when you sue PERS you end up suing yourself. You get to pay for the legal fees whether you win or lose. If retirees/actives lose, PERS collects from the PERS Coalition and/or retiree groups. If PERS loses, it collects from retirees and/or actives. I've officially named this game - "punish the monkey" for it doesn't matter what the outcome, it is a lose-lose proposition. We're the monkeys and PERS just smacks us around no matter what. This is just another example of how PERS acts in the best interests of those whose money is entrusted to them by force.
P.S. I was not at the PERB meeting today. I'm collecting information from a variety of sources and will try to post a more comprehensive report when my sources report back. But this report came in quickly and it seemed important enough to ruin everyone's 3-day weekend.
Wednesday, February 13, 2008
Between The Lines
The PERS Board (PERB) meets this coming Friday (Feb 15). The agenda is chock-a-block with interesting tidbits. Perhaps the most interesting item is the Board's decision to fund the Strunk litigation costs by reducing the guaranteed rate on regular accounts for active members from 8% to 7.97% during 2009. While this is a trivial amount of money for most members, the problem is that this sends the PERB down that slippery slope that got them into trouble with the Oregon Supreme Court in the Strunk case. The court was quite clear that regular accounts are to be paid no less than the guaranteed rate. The "between the lines" interpretation here is that if the PERB gets away with this action, it is the first step towards reducing the guarantee.
If you explore the agenda further, you discover that the PERS Staff is asking the PERB for permission to set aside several hundred thousand dollars for "future litigation." It doesn't take too much imagination to reconcile this agenda item with the reduction in the guarantee to pay for the Strunk litigation costs. The PERB must expect the PERS Coalition to sue - as well they should - to prevent this action.
There is still no word from Judge Kantor on the verdict in Arken or Robinson. Judge Kantor was excused from hearing a nasty murder case; one presumes that his caseload must be horrendous. I hope this means that he'll have more time to rule on those cases he's already heard. God knows, he's had six months to think hard on Arken/Robinson. The verdict can't be that complicated. I can easily envision the outcome. Maybe that's why he's a judge and I'm just a retired college prof <g>.
Not much else to report. My posts will probably diminish a bit over the next few weeks as I await for the verdict on my knee. I blew out all the cartilage over the weekend and I'm trying to get in to see the orthopedic surgeons soon to get the repair scheduled. It is no fun to have a 75 lb dog take a header right into the lateral knee while neither she nor you are paying attention. I can honestly say this this is the first mortal being to have ever brought me to my knees.
My Mini Cooper is on the boat awaiting its journey from Oxford, England to South Carolina to Portland. I hope to take possession of my new gas sipper by about this time next month. I'm still trying to figure out why it takes nearly a month to sail from England to the east coast. In my condition, I could swim faster.
Happy Valentines Day to all. Enjoy your time with the valentine of your choice. I have two lovely sweethearts to spend my evening with. I have two more who'll call. What more can a guy want?
Monday, February 04, 2008
A Few Small Repairs
As you can see, I've done some remodeling to the site. All the previously available features are still here, but they may be relocated from their usual places. The "dots" started to bore me and I decided it was time for a few small repairs. I can't quite get the AdSense box right at the top and I'm still working on it. I have it there because it pays the bills. Hosting a blog isn't free, but the AdSense revenue pays for my hosting charges and for the software I use for posting quickly. Please leave comments for me about the color scheme (positive or negative). I make no claims to any design sense at all, and I use prefigured templates so that they look like I'm an artiste.
Nothing new to report on PERS except for the possibility of some minor housekeeping bills in the Legislature. Doubtful they'll come up in the Special Session, but AFSCME's Don Loving reports on several proposals floating around. None of these are relevant to retirees, but several may affect former PERS workers returning to work for a PERS employer. Stay tuned for more news.
Sunday, February 03, 2008
Instant Karma
On Friday, my OPRLF refund check arrived. No muss, no fuss. They accepted my feeble records without me having to dig through archives located about 10 miles away from me and in the dustiest facility I could manage. I appreciate OPRI's willingness to bend a bit on the record-keeping. I understand their need to have us contact them. Since the donation period ended more than 2 years ago and began almost 5 years ago, it is likely that many of the donors moved. If you didn't notify OPRI of your current address, they wouldn't have any way to get your contribution back to you.
So, if you donated to OPRI's Legal Defense Fund (OPRLF) between July 2003 and August 2005 (check OPRI's web site for precise dates), you can get a refund equal to 72% of your total. For many, this is a significant amount of cash. If you want to see what your money bought, check the archives at the Oregon PERS Document Library. All the legal paperwork for the Sartain case (OPRI's portion of the Strunk consolidated case) are posted there.
Still no new information about the Arken and Robinson cases. Judge Kantor seems in no particular hurry to issue his ruling. Either he is spending a lot of time trying to get things right this time, or he hasn't bothered to start and will throw something together when he figures everyone has waited long enough. We're up to 170 days and counting. Another few weeks and we'll hit the 6 month mark. Perhaps he's trying to break his previous record of 8 months to issue a ruling replete with errors.
The blog cleanup is taking longer than I'd hoped for. I discovered that wholesale changes to the blog format cause many of the features I've added (countup widget, links, comments, etc) to vanish. All I want to do is to modernize the "look", not eliminate features. I need to be able to completely backup the existing blog before switching over to the new format. I want instant karma, but so far all I'm getting is instant hangover.
P.S. I have changed the format colors. I'm nowhere near finished, but at least there is a change of scenery to begin with.