REGULAR BOARD MEETING

 

MINUTES

 

April 16, 2008

 

 

 

 

The North Carolina Board of Funeral Service met for a duly scheduled Board Meeting at 9:00 a.m. on April 16, 2008 at the Board’s office, 1033 Wade Avenue, Suite 108, Raleigh, North Carolina.

 

Present: Mark Blake, President; Larry Andrews, Vice President; J. T. Willoughby III, Secretary; Frank McCree, Sr., T. E. White, Sr., Jack Briggs, Windell Daniels, Rudy Lea, and George Parrott.

 

Also Present:  Paul Harris, Executive Director; Stephen N. Dirksen, General Counsel; Fred Jordan and Rob Cornish with the NC Eye Bank, Betty Stoddard and Herb Reichlin with the Funeral Consumers Alliance, Patricia Hayes with the North Carolina Funeral Directors Association, Dorman Caudle Funeral Home with Carolina Donor Services, Jack Nichols with Allen & Pinnix and Anna Baird Choi with Bailey & Dixon, Funeral Licensee Antonio Toney, Brett Lisenbee and Lyn Cochrane.

 

Mr. Blake called the meeting to order at 9:00 a.m., led the Pledge of Allegiance and had the invocation.

 

Mr. Blake read the Ethics Awareness & Conflict of Interest Reminder and no one recused themselves.

 

Mr. Blake asked for public comment.  Visitors introduced themselves.

 

Mr. Willoughby presented the minutes for the March 19, 2008 meeting.  Mr. Andrews made the motion to accept and Mr. Daniels seconded.  The motion carried.

 

Exam Committee:  Mr. White stated there was no report and deferred to Mr. Harris to discuss the computer based Laws & Rules Exam.  Discussion ensued.

 

Mr. White made the motion to go into closed session to consult with the Board legal counsel for pending litigation regarding the Crown Memorial matter.

 

Mr. Briggs made the motion to return to open session.  Mr. Andrews seconded the motion and it carried.

 

At this time Ms. Choi and Mr. Nichols departed the meeting.  Mr. Toney entered the meeting.

 

Mr. Blake stated there was no action taken regarding the Crown Memorial matter or any other pending litigation.

 

Mr. Harris continued with the Exam committee report and discussed the Question Writing Template to be used for the L&R computer based exam.  Questions ensued.  This report was for information only.

 

Finance/Personnel:  Mr. Daniels presented and made a motion to accept the Report.  Mr. White seconded and the motion carried.  Mr. Daniels stated that the Ethics Report should have been completed by April 15th.

 

One proposal from a bank regarding the refinancing of the Board’s mortgage has been received and two more are expected.

 

Preneed Committee:  Mr. Andrews’ deferred the meeting to Mr. Harris.  With regards to funeral home ownership of insurance funded preneed contracts, the State Medicaid Eligibility unit’s division head retired and the information was resent to the successor.  A reply or estimate of when a reply may be forthcoming has not been received.

 

Williams Funeral Home in Asheville closed its doors for business last week.  Inspector Connor will be picking up those preneed records today.  Any retainage on trust-funded contracts will be returned to the consumer at transfer to another licensee.

 

Mr. Andrews continued with the Preneed Report.  Mr. Parrott made the motion to accept the report.  Mr. Lea seconded and the motion carried.

 

At this time Mr. Blake requested the Old Business item regarding the funeral home ownership of insurance policies funding preneed contracts be moved under Preneed Committee Report.  Mr. Harris distributed a draft of an Advisory Memorandum for all preneed establishments.  Discussion ensued.  Mr. Briggs stated he would not be opposed to the Memorandum with the addition of the wording “recommendation of this Board is” be added to the first sentence, last paragraph after “advised that.”  Mr. White made the motion to table the memorandum until the changes are made.  Mr. Andrews seconded and the motion carried.

 

Mr. Harris stated three preneed licensees have not filed their 2007 annual report by the deadline and will be taken to through Disciplinary action.

 

At this time there was a five-minute recess.

 

Disciplinary:  Mr. Parrott stated there was one addendum.  Discussion ensued.  Mr. White made the motion to increase change the consent order penalty from $250 to $500 and issue a letter of caution for Case V08-004.  Mr. Daniels seconded.  Mr. Blake, Mr. Andrews, Mr. Willoughby, Mr. Lea, Mr. Andrews, Mr. White and Mr. McCree voted yes.  Mr. Parrott voted no and the motion carried.  Mr. Briggs made the motion to accept the Disciplinary Committee Report including the correction to the recommendation from discuss to issue a notice of hearing for Case V08-003 and addendum Case M07-020.  Mr. Andrews second and the motion carried.

 

Laws, Rules and Legislation: Mr. Briggs deferred to Mr. Harris.  Mr. Harris presented the most current draft of the licensed guidelines document and stated the committee will begin reviewing of the rules draft.  Discussion ensued.  Mr. Harris will present the final draft to Board members when the rules draft is ready.  The guidelines document will be mailed to the “interested parties list.”  Mr. Briggs stated this report was for information only.

 

Mr. Blake inquired if the 11:00 Hearing would be held.  Mr. Dirksen stated the 11:00 hearing and the 9:00 Hearing for Thursday has requested a continuance and had met all the requirements.  Mr. Andrews made the motion to grant the continuance for the hearings.  Mr. Parrot seconded and the motion carried.

 

Traineeship:  Mr. Blake presented the Trainee Supervisor Certification Program requirements for review.  Mr. Harris will publish this to the “interested parties list.”

 

Clinics:  Mr. Lea deferred the meeting to Mr. Harris.  The fall clinic is scheduled for Wednesday, November 19 at Fayetteville Technical Community College.  A room at the McKimmon Center is reserved for a clinic in August.

 

Carolina Donor Services and Jack Adams will conduct procedures that will be videoed by the Media Services staff of FTCC to be used in a future CE clinic.  Mr. Harris will attend.  Discussion ensued.

 

Other Committee matters:  There were none.

 

Attorney Report:  Mr. Dirksen presented the report.  Mr. Dirksen attended a CE class and informed the Board that a 2007 decision determined that a Corporation might appear before a Board without an attorney.

 

The Board had previously approved a consent order and defendant later retained an attorney.  Mr. Dirksen requested that he be delegated to modify the terms of the previous consent agreement except for the scope, present it to the Board president for signature and then file this with the Court.  Mr. Parrott made the motion and Mr. Lea seconded.  The motion carried.

 

Executive Director’s Report:  Mr. Harris submitted the Inspectors Monthly Status Reports for review. 

 

Since the February 13 Board Meeting, fifteen reports have been filed.  Establishment Changes:  Closed—Williams Funeral Service, Asheville; New—Congleton Memorial Funeral Home, Greenville and Kannapolis Mortuary (in the former Bryant-Lytle & Young location); Ownership changes—Port City Crematorium, Wilmington (former Jordan).

 

Ethics Report: E-mails and telephone calls with the different associations, and received an application to attend the FD & MA of NC, Inc, annual convention.

 

Mr. Harris did not report at the last meeting while attending the ICFSEB Annual Conference, the American Achievement winner was FTCC student Amy Nash.  She scored 100% on four out of seven categories.  Mike Landon was there to support her acceptance of this award.

 

Mr. Harris has contacted the NC Medical Board and Vital Records with regards to the difficulty in getting signatures on death certificates and a joint meeting is scheduled for April 28th to discuss this problem.

 

Mr. Harris is working on a staff policy for cell phone use while driving and e-mail retention.

 

Mr. Harris reported on the number of telephone calls received after 4:30 since the last board meeting.

 

North Carolina Department of Insurance has issued their advisory memo to life insurance companies licensed in North Carolina regarding their release of certain information.  The law does now prohibit them from releasing this information.

 

The balance of funds from Lawson Mutual Burial Association, Clinton, NC, are now ready to escheat to the State Treasurer’s office.

 

A report to the Secretary of State summarizing the licensing activities of the Board with a copy to the Attorney General and Joint Legislative Administration Procedure Oversight Committee for 2007 was submitted for review.  A report to the General Assembly summarizing the preneed activities of the Board for 2007 was submitted for review.  Discussion ensued.  Mr. Harris will submit these reports with the correction of the spelling of Mr. Blake’s name.

 

NCFDA has provided a booth space at their 2008 Educational Conference & Exposition May 4-6 at the Sheraton Imperial.  Mr. Blake will present the Board Report on May 5.  The next Board meeting is scheduled for May 14 with hearings on May 15.  Plans are moving forward on a Board Member Retreat.

 

New Business:  The 2007 Assessment for the Mutual Burial Associations was $100.00 per Association and $.35 per member.  Mr. White made the motion to set the same amount for 2008.  Mr. Daniels seconded and the motion carried.

 

Mr. Blake attended the Annual Meeting of the Funeral Consumers Alliance of the Triangle on April 14 in Durham.  He participated in a discussion panel with Boscoe Fulcher, Chairman of the NC Cemetery Commission and Allen Dew, Genealogist.  Mr. Blake thanked FCAT for the invitation.

 

Old Business:  Discussion ensued regarding the Advisory Memorandum of funeral establishments being named owner of life insurance policies that fund preneed contracts.  Mr. White made the motion to approve the Memorandum with the correction.  Mr. Andrews seconded.  Mr. Briggs made the amendment to the motion to continue seeking a reply from the State Division of Medical Assistance.  Mr. White concurred with the amendment and the motion carried.

 

Mr. Harris stated there was some leftover business from the March meeting with regards to the licensee that wants to be issued his deceased father’s funeral service number.  Discussion ensued.  Mr. Parrott made the motion not to allow the re-issuance of license numbers.  Mr. Lea seconded and the motion carried.

 

Mr. Parrott commended Mr. Harris on his presence at the ICFSEB Conference in San Antonio and informed the Board of how much the Conference thought of him.

 

Mr. Blake stated he had attended the funeral of former Board president Dan Shackleford’s mother.

 

Mr. Dirksen stated the 1:00 Hearing was still scheduled.

 

Mr. Blake opened the floor for public comment.  Ms. Stoddard thanked the Board for being such a “working” Board and staff.

 

Public Comment:  Mr. Jordan introduced Mr. Cornish who made comments on a new procedure with eye enucleation.  Mr. Harris stated this information would be provided in the next Board newsletter.

 

Mr. Toney made comments on trade embalmers not signing the death certificates and the funeral home personnel actually signing them.

 

Mr. Harris stated that Inspector Carolyn Connor will pick up the records from the closed Williams Funeral Home in Asheville.

 

Mr. Harris stated information regarding a consent order was published in a newspaper and the attorney for the defendant did not like what was printed so he had contacted Mr. Dirksen.  No action needs to be taken.

 

Informational Items:  Two items were submitted.

 

Mr. Blake recessed the meeting at 12:00 a.m. to reconvene at 1:00 for the Hearing.

 

 

 

                                                                       

                                          Mark Blake, President

 

 

                                                                       

                                          J.T. Willoughby III, Secretary