HomeMy WebLinkAboutMINUTES - 09271994 - 1.57 7 C 1. 57
TO: BOARD OF SUPERVISORS �E-
�� Contra
FROM:
Phil Batchelor, County Administrator '< Costa
2;w 't
a County
DATE:
September 27, 1994
SUBJECT: Excess Liability Insurance
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
Approve the purchase of $8 million liability coverage, excess of a $2 million
self-insured retention, through the CSAC Excess Insurance Authority; and
authorize the Risk Manager to execute a Memorandum of Understanding to this
end between the County and the CSAC Excess Insurance Authority.
BACKGROUND:
The County has self-insured its liability exposures since 1975 . At that
time, liability insurance coverage was unavailable. Since then, such
coverage has been unavailable, or, if available, has been extremely expensive
with many exclusions . It has been prudent for the County to self-fund its
liability exposure and control its losses through proactive claims
administration and loss control . To protect the County's financial solvency
and ensure the self-insurance program is fiscally sound and able to meet
financial obligations, monies are set aside each year, based on actuarial
recommendations .
To protect the County from catastrophic losses, and because of the loss
potential of high awards, claims cost inflation, the litigious climate, and
the lower cost and availability of liability coverage protection through the
CSAC Excess Insurance Authority, the County should purchase catastrophic
liability claim protection. In consultation with the County's actuary, it is
recommended that the County purchase $8 million liability coverage excess of
a $2 million self-insured retention through the CSAC Excess Insurance -
Authority at an annual cost of $275,000 . This coverage, subject to
ratification by the CSAC Excess Insurance Authority Program II Liability
Committee, would be effective October 1, 1994 . The prorated premium for the
October 1, 1994 to July 1, 1995 period is $205,700 .
CONTINUED ON ATTACHMENT: YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF B RD OMMITTEE
APPROVE OTHER
SIGNATURE(S)-
ACTION
IGNATURE S:ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT ► AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
Contact: Joseph J. Tondda - 646-2014 SEP 217
cc CAO Risk Management ATTESTED
Auditor-Controller PHIL BATCHELOR,CLERK OF THE BOARD OF
CSAC Excess Insurance Atthori.ty SUPERVISORS AND COUNTY ADMINISTRATOR
M382 (10/88)
BY `v-A � � y y �+ a� ,DEPUTY
December 11, 1990
Effective February 15, 1991
CSAC EXCESS INSURANCE AUTHORITY
and
LIABILITY PROGRAM 11
MEMORANDUM OF UNDERSTANDING
This Memorandum of Understanding is entered into by and between the CSAC-EIA (hereinafter
referred to as the'Authority")and the participating counties who are signatories to this Memorandum.
1. Except as otherwise provided herein, all terms used herein shall be as defined
in Article 1 of the Joint Powers Agreement Creating the Excess Insurance Authority (hereinafter
referred to as "Agreement').
2. There is hereby created a "Mega Fund' (hereinafter referred to as the "Fund"),
consisting of contributions from the participating counties in the Fund to the Authority for the purpose
of establishing a second Excess Liability Program (hereinafter referred to as"Program II'). Said Fund
shall be used exclusively for the payment of claims made against the participating counties in the
Fund for excess liability claims in accordance with the terms and conditions of the excess insurance
policy (hereinafter referred to as the "coverage document").
Certificates of coverage will be issued by the Authority evidencing membership
in the Fund.
3. There is hereby established a Program II Liability Committee(hereinafter referred
to as"Committee")and, except as otherwise provided herein, said Committee shall have full authority
to determine all matters affecting the participating counties.
4. The Committee shall consist of all Program II member counties of the Authority,
with the committee member being that person designated as the Board member for the Authority.
However, only those counties participating in the Fund shall be eligible to vote on matters relating to
fiscal issues affecting the Fund, including, but not limited to, funding, dividends and similar matters.
All members shall be eligible to vote on claim payments made from the Fund.
5. The Committee shall meet on the call of the Chair of the committee as provided
in Article 12 of the Agreement and Article VI of the Byiaws of the Authority (hereinafter referred to as
the "Bylaws").
Page 1 of 4
Uability Program II December 11, 1990
Memorandum of Understanding Effective February 15, 1991
6. A majority of the members of the Committee shall constitute a quorum for the
transaction of business. Except as otherwise provided herein, all actions of the Committee shall
require the affirmative vote of a majority of the members present at a meeting duly held at which a
quorum is present. If a quorum is Initially present at a meeting, the committee may continue to
transact business notwithstanding the withdrawal of enough members to leave less than a quorum,
N any action taken is approved by at least a majority of the number required to constitute a quorum.
Notwithstanding the above, any action taken on fiscal matters affecting the Fund as
described herein, shall require a majority vote of the participating counties in the Fund.
7. Contributions to the Fund shall be as established by the counties participating
in the Fund upon consultation with the underwriters.
8. The self-insured retention amounts of those counties participating in Program
II shall be as established by the counties participating in Program II, upon consultation with the
underwriters.
9. The Fund shall be funded at 100%for the first year. Each succeeding year shall
be funded at 100% less accumulated interest and dividends, or on an actuarial basis as determined
by the counties participating in the Fund. Should the Fund for any reason not be fully funded in each
succeeding year,pro-rata assessments to the participating counties may be utilized to ensure a 100%
funding level for these years.
10. The method of allocating contributions to the Fund shall be calculated according
to those rates as established by the underwriter. Future allocations may be changed by the
participating counties in the Fund.
11. Any interest accruing on the contributions by the participating counties to the
Fund shall inure to the benefit of the participating counties in accordance with their percentage of
contribution to the Fund. Each participating county shall determine the manner in which its
proportionate share of interest shall be utilized, if a dividend is declared, whether returned to the
county at the end of each coverage year or as a credit on future contributions to the Fund.
12. Withdrawal of a participating county from Program II shall follow the terms and
conditions of the Agreement relating to withdrawal of participating counties except that any county
which has withdrawn shall be entitled to receive any interest or other dividend which accrues for any
period of participation.
13. Dividends, i.e., money still remaining in the Fund at the end of a coverage year,
shall be payable from the Fund to a participating county in accordance with its percent of contribution
to the Fund when the participating counties in the Fund agree to the declaration of such a dividend,
or the excess underwriter agrees to the release of the Fund and accepts liability for same.
14. Any county wishing to make application to join Program II and become a
participating county may become a participating county upon the approval by the Committee and
approval of the underwriter.
Page 2 of 4
Liability Program II December 11, 1990
Memorandum of Understanding Effective February 15, 1991
15. Any county which makes application to become a participating county and who
is not already a participating county in the Authority must be approved by the participating counties
in accordance with the provisions of Article 20 of the Agreement.
16. New participating counties may be added to Program II during the term of the
coverage period on a pro-rata basis. Notwithstanding late entry into the Fund, the new county may
be assessed additional sums pursuant to paragraph 9 herein, based upon all claims against the Fund
during the entire coverage period.
17. Withdrawal of a member county from Program II shall be in accordance with the
withdrawal provisions of Article 21 of the Agreement, except that any interest or other dividend to
which the withdrawing county is otherwise entitled shall be payable to the withdrawing county, in
accordance with paragraphs 12 and 13 herein.
18. Any question or dispute with respect to the rights and obligations of the parties
to this memorandum regarding coverage shall be determined by a majority.vote of the Committee,
subject to approval of the underwriter.
19. Annual Authority administration costs associated with Program II shall be as
determined by the committee.
20. The Authority is designated as the custodian of contributions to the Fund. The
Authority shall be responsible for the investment of contributions to the Fund and shall provide each
participating county with an accounting reflecting the expenditures of the contributions to the Fund.
21. Except as otherwise provided herein, the coverage document is controlling with
respect to the actions of the participating counties under this Memorandum.
22. This Memorandum may be amended by a majority vote of the Committee and
signature on the Memorandum by the member from each county.
23. Except as otherwise provided herein, this Memorandum constitutes the full and
complete agreement of the members.
24. Should any provision of this Memorandum be judicially determined to be void or
unenforceable, such determination shall not affect any remaining provision.
25. This Memorandum shall become effective on the effective date of coverage for
the member county and upon approval by the Committee; and the signing of this agreement by the
member and the General Manager/Secretary/Treasurer of the Authority.
26. This Memorandum may be executed in several counterparts, each of which shall
be an original, all of which shall constitute but one and the same instrument.
Page 3 of 4
Liability Program II December 11, 1990
Memorandum of Understanding Effective February 15, 1991
In witness whereof,the undersigned have executed this Memorandum as of the date set
forth below.
Q�ds-�y �rGt
Dated CSAC Excess In utance A ority
Dated o my
Page 4 of 4