HomeMy WebLinkAboutAGMT - Orange County Cities Risk Mgmt Authority (Joint Powers Agmt) • •
JOINT POWERS AGREEMENT
FOR
ORANGE COUNTY CITIES RISK MANAGEMENT AUTHORITY
017.141266.2
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TABLE OF CONTENTS
JOINT POWERS AGREEMENT FOR
ORANGE COUNTY CITIES RISK MANAGEMENT AUTHORITY
Page
ARTICLE 1. Definitions 1
ARTICLE 2. Separate Entity 3
ARTICLE 3. System Established 3
ARTICLE 4. OCCRMA Powers 3
ARTICLE 5. Members; Board of Directors 4
ARTICLE 6. Powers of Board 4
ARTICLE 7. Meetings of the Board 5
ARTICLE 8. Quorum; Voting 5
ARTICLE 9. Executive Committee 5
ARTICLE 10.000RMA Funds 5
ARTICLE 11.Term of Agreement 5
ARTICLE 12.Membership Term; Withdrawal; Termination 6
ARTICLE 13.Disposition of OCCRMA Property and Funds 6
ARTICLE 14.Enforcement 7
ARTICLE 15.Invalidity 7
ARTICLE 16.Amendments 7
ARTICLE 17.Bylaws and Plan Document 8
ARTICLE 18.Prohibition Against Assignment 8
ARTICLE 19.Tort Liability 8
ARTICLE 20.Agreement Complete 9
ARTICLE 21.Date Agreement Effective 9
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JOINT POWERS AGREEMENT
FOR
ORANGE COUNTY CITIES RISK MANAGEMENT AUTHORITY
This Agreement is entered into pursuant to the provisions of Chapter 5 (beginning with
Section 6500) of Division 7 of Title 1 of the Government Code authorizing specified local
public entities to exercise jointly the power to provide Risk Management, including insurance,
pursuant to the provisions of Chapter 3 (beginning with Section 989) of Part 6 of Division 3.6
of Title 1 of the Government Code.
WITNESSETH:
WHEREAS, the public interest requires and it is to the mutual interest of the parties
hereto to join together to establish and operate a cooperative program of risk management; and
WHEREAS, the operation of such a cooperative program is of such magnitude that it is
necessary for the parties to this Agreement to join together to accomplish the purposes
hereinafter set forth; and
WHEREAS, each of the local public entities which is a party to this Agreement has the
power to establish and operate a program of risk management; and
WHEREAS, Title 1, Division 7, Chapter 5 of the California Government Code
authorizes the joint exercise by two or more local public entities of any power which is
common to each of them; and
WHEREAS, each of the parties to the Agreement desires to join together with the other
parties for the purpose of minimizing risk through any, all or any combination of the
following: pooling of risk, joint funding of insurance or risk reserves in any legal manner,
formation or rental of a captive insurer, establishing certain self-insured reserves against losses
and jointly purchasing insurance, excess insurance, re-insurance and administrative services in
connection with a cooperative program of risk management;
NOW, THEREFORE, for and in consideration of the mutual advantages to be derived
therefrom and in consideration of the execution of this Agreement by other local public
entities, each of the parties hereto does agree as follows:
ARTICLE 1. DEFINITIONS
The following definitions shall apply to the provisions of this Agreement and its
Bylaws:
(a) "Agreement" or "Joint Powers Agreement" shall mean this "Joint Powers
Agreement for Orange County Cities Risk Management Authority," as it may be amended
from time to time.
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(b) "Authority" or "OCCRMA" shall mean the Orange County Cities Risk
Management Authority created by this Agreement.
(c) "Board of Directors" or "Board" shall mean the governing body of the
Authority.
(d) "Claims management" shall mean the process of identifying, controlling and
resolving demands by individuals, public entities or private entities to recover losses from an
insured, otherwise indemnified, or self-insured entity. Disposing of such demands for
payment requires skills in insurance, law, adjusting/investigation, loss control engineering and
general business. Claims management is the function of supervising legal, adjusting,
investigation and engineering services to resolve such demands.
(e) "Eligible Member" shall mean a Member Agency eligible to vote on a matter
coming before the Board in a given area of risk, due to the Member Agency's participation in
that area of risk. In the case of new areas of risk that OCCRMA is considering, "Eligible
Members" shall be all Members who reasonably expect to participate in that area of risk.
(f) "Executive Committee" shall mean the committee of the Board of Directors
responsible for management of the affairs of the Authority between meetings of the Authority.
(g) "General Manager" shall mean the person or entity appointed by the Board and
given responsibility for the management, administration and operation of the cooperative
programs of risk management of the Authority.
(h) "Local Public Entity" shall mean city, county, public authority and such other
governmental entities as the Authority may determine.
(i) "Member Agency" or "Member" shall mean a Local Public Entity that is a
party to this Agreement.
(j) "Participation" or "Participating" shall mean a Member Agency's action or
state of taking part in the programs of the Authority by doing any, all or any combination of
the following through the Authority with respect to one or more risk areas:
(1) purchase of risk management administrative services;
(2) purchase of insurance or re-insurance;
(3) purchase of claims administration services;
(4) contribution to designated reserve, operating and other funds or costs as
required under the Authority's programs;
(5) payment or providing for payment of assessments, defense costs, claim
and judgment costs and other related costs as required by this Agreement
or the Authority's Bylaws;
(6) participation by the payment of premiums or contributions and entering
into requisite agreements in any pooling of losses, captive insurance
program or other self-insurance program established and administered by
the Authority.
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(k) "Rating Structure" shall mean the means by which premiums, assessments,
contributions to a fund, or allocated expenses are established for a risk area or insurance
program on the basis of conditions which affect the probability of loss.
(1) "Risk Area" shall mean an area of exposure to pure risk of financial loss. As
used herein, this term refers to one of the following fields of exposure: worker's
compensation, public liability, accident and health, unemployment compensation, property
damage and such other areas as the Board shall agree upon.
(m) "Risk Management" shall mean the process of identifying, evaluating,
reducing, sharing, transferring, and eliminating risks. Risk management includes various
methods of funding claims payments. Risk management includes elements of insurance, law,
administration, technology and general business utilized to effectively manage risks.
ARTICLE 2. SEPARATE ENTITY
There is hereby created a separate public entity, the full legal name of which shall be
"Orange County Cities Risk Management Authority", and may be referred to herein as
"OCCRMA" or the "Authority." The Authority is a public entity separate from the parties to
this Agreement. The debts, liabilities and obligations of the Authority shall not be the debts,
liabilities or obligations of the parties to the Agreement.
ARTICLE 3. SYSTEM ESTABLISHED
A risk management system consisting of the parties to this Agreement is hereby
established. This system represents a cooperative program of risk management which may
encompass, but is not limited to, the following risk areas: public liability, worker's
compensation, accident and health, property damage and unemployment compensation and
such other areas as the Board shall agree upon.
ARTICLE 4. OCCRMA POWERS
(a) OCCRMA shall have the power and the duty to establish and operate a program
of risk management and provide for its execution either directly by OCCRMA or by contract.
(b) OCCRMA is authorized to make and enter into contracts; to employ agents and
employees; to acquire, construct, manage, maintain or operate any building, works or
improvements; to acquire, hold or dispose of property, liabilities or obligations; establish risk
management related lines of credit, to incur indebtedness, liabilities or obligations, to sue and
be sued in its own name, and to exercise all powers necessary and proper to carry out the
terms and provisions of this Agreement, or otherwise authorized by law. The foregoing
powers include, but are not limited to, those relative to contracting for excess insurance or
re-insurance, risk pooling, including formation of an owned or use of a non-owned captive
insurance company, funding of self-insurance in any legal manner, claims administration
services and consulting services.
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• (c) The day-to-day operations of OCCRMA shall be subject to, and shall be
governed by the Bylaws adopted by the Board.
(d) The powers exercised by the Authority shall be subject to the restrictions upon
the manner of exercising such powers of a general law city.
ARTICLE 5. MEMBERS; BOARD OF DIRECTORS
(a) Each Member Agency is entitled to the rights and privileges and is subject to
the obligations as provided for in this Agreement and the Bylaws.
(b) A new Member Agency may be accepted upon application to OCCRMA and
upon acceptance by the Board by two-thirds vote, and subject to acceptance by the prospective
member of the financial arrangements and fund contributions specified by the then current
members.
(c) Each Member Agency shall be entitled to one voting representative to serve as a
director on the Board.
(d) Each Member Agency's representative shall be designated by appointment by
the member's city council or other governing body. Such governing body may delegate the
authority to appoint that member's representatives to its city manager or other chief executive
officer. Each member also may, in the same manner, appoint one alternate who may attend
meetings and vote in the event of absence of the representative. Each representative and
alternate shall be an officer or employee of the appointing Member Agency.
ARTICLE 6. POWERS OF BOARD
The Board shall have the following powers and functions:
(a) To approve the annual budget of the Authority and any assessments.
(b) To elect a president and vice-president, and establish and appoint such other
officers, including an auditor, clerk and treasurer, as may be necessary or desirable to carry
out the purposes of this Agreement, and to provide therefor in the Bylaws.
(c) To establish such committees as it may, from time to time, deem necessary to
carry out its purposes, including, but not limited to underwriting and claims committees.
(d) To exercise all of the powers and duties of OCCRMA, including all business
assigned to the Executive Committee, in the absence of the Executive Committee.
(e) To approve all changes to the Bylaws. This authority may not be delegated.
(f) To perform such other duties and functions as are provided for in this
Agreement.
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ARTICLE 7. MEETINGS OF THE BOARD
The Board shall establish a time and place to hold regular meetings not less often than
annually. Meetings shall be conducted pursuant to the most current edition of Roberts Rules
of Order or such other procedural rules as the Board shall adopt.
ARTICLE 8. QUORUM; VOTING
(a) A quorum for the transaction of business by the Board shall consist of a
majority of the directors, or of the Eligible Members, whichever is less.
(b) All matters within the purview of the Board of Directors may be decided by
majority vote of a quorum of the Board, except those matters which the Agreement or Bylaws
specify as requiring a two-thirds vote of the Board must be decided by a vote of two-thirds of
all representatives on the Board.
(c) Each director may vote on each matter brought before the Board for decision.
However, if the Board by majority vote designates a particular matter as one which pertains
only to a given risk area (e.g., workers' compensation), or a specific insurance program (e.g.,
self insured pool), then only the representatives of those Eligible Members may vote upon the
matter. This limitation respecting who may vote on certain matters is not intended to prohibit
any Member from expressing its opinion as to how those qualified to vote should vote.
ARTICLE 9. EXECUTIVE COMMITTEE
The Board shall establish an Executive Committee of the Board of Directors which
shall consist of at least three members, as provided in the Bylaws. The president of the Board
shall be a member of the Executive Committee; the remainder of the members may be selected
as provided in the Bylaws. The Executive Committee shall exercise general supervisory and
policy control over the General Manager, and may exercise any and all powers of the Board
between Board meetings and when delegated by the Board, as provided in this Agreement and
the Bylaws. The Executive Committee shall meet at least quarterly.
ARTICLE 10. OCCRMA FUNDS
The Treasurer of the Authority shall be the depository of the funds of OCCRMA. The
Treasurer's selection, responsibilities, compensation and related matters shall be governed by
the Bylaws. The Auditor shall be the disbursing officer of OCCRMA and shall draw warrants
against the funds of OCCRMA in the treasury when demands are presented and authorized as
designated in the Bylaws. The Board shall require the Treasurer, Auditor and any other
person delegated charge of OCCRMA funds, to be bonded in amounts deemed reasonable by
the Board.
ARTICLE 11. TERM OF AGREEMENT
This Agreement shall continue in effect until it is rescinded by mutual consent of the
parties or terminated by the written consent of two-thirds of all Member Agencies; provided
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that this Agreement and OCCRMA shall continue to exist for the purpose of disposing of all
•
claims, distributing assets and performing all other functions necessary to wind up the affairs
of OCCRMA. The Executive Committee shall be vested with all powers of OCCRMA for the
purpose of winding up and dissolving the business affairs of OCCRMA.
ARTICLE 12. MEMBERSHIP TERM; WITHDRAWAL; TERMINATION
(a) A party to this Agreement shall remain a Member Agency for two years from
the date it first joined OCCRMA; thereafter the Member Agency may withdraw by giving
written notice to the Board or its designee, on or before the next succeeding March 1, of the
intent to withdraw as of 12:01 a.m. on the next July 1.
(b) On the July 1 specified in the notice the withdrawing party shall cease to be a
member of OCCRMA; however, the withdrawing party shall remain responsible to contribute
its share of premiums, contributions or assessments, as described in Article 13, and shall
continue to comply fully with the terms and conditions of this Agreement as to any claims
outstanding which are likely to involve the Authority. Withdrawal of a party from OCCRMA
shall automatically concurrently terminate any and all coverages obtained by and through
OCCRMA as to the withdrawing party and all additional insureds and named insureds
affiliated with the withdrawing party, excepting only: (1) commercial insurance policies
specifically naming the withdrawing party or related insureds; (2) tail or extended reporting
coverage offered by OCCRMA and accepted by the withdrawing party; (3) pending covered
claims that are being litigated; and (4) continuation of any coveragexxxfrom occrma or
anyone? provided on an occurrence basis.
(c) The Board shall have the right to terminate, for good cause, any Member
Agency's participation in the Authority, or any program thereof, upon a 2/3 vote of the entire
Board of Directors; provided that a reasonable time shall be afforded, in the discretion of the
Board of Directors, for the Member to seek coverage elsewhere.
(d) The Executive Committee shall have the right to terminate any Member
Agency's participation in the Authority, or any program thereof, upon a majority vote, in the
event of nonpayment of any of the Member Agency's obligations.
ARTICLE 13. DISPOSITION OF OCCRMA PROPERTY AND FUNDS
(a) A Member Agency may withdraw as a Member in accordance with this
Agreement and the Bylaws, provided that no withdrawing party shall be entitled to payment or
return of any earned premium, contribution, consideration, or property paid or donated by the
party to the Authority, or to any distribution of assets prior to final termination of this
Agreement, except pursuant to subparagraph (b). The withdrawal or cancellation of any
Member Agency shall not terminate its responsibility to contribute its share of premium or
funds to any insurance program of OCCRMA or to cooperate with OCCRMA in the resolution
of claims, until all claims or other unpaid liabilities covering the period the Member Agency
was a participant have been finally resolved and a determination of the final amount of
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payments due by the Member Agency or credits for such period has been made by the
Authority.
(b) In the event of the dissolution of OCCRMA or the complete rescission or final
termination of the Joint Powers Agreement by all of the then parties thereto, any assets of
OCCRMA remaining after all claims and obligations have been paid, and after the payment of
all liabilities, costs, expenses and charges incurred pursuant to this Agreement, or provision
made for the payment of same through establishment of a liquidation fund, purchase of
insurance or reinsurance, or a combination thereof, shall be returned to the then current
Members of OCCRMA based on their total net contributions from inception, determined as of
the date of dissolution, rescission or final termination. For the purposes of this paragraph "net
contributions" shall mean the sum of actual contributions paid in, less losses and allocated
claims expenses, but not less than zero for any individual Member. Net contributions shall be
reduced by any rate credits given. Losses and allocated claims expenses shall include
contributions used to pay for reinsurance, but not any proceeds therefrom. Net contributions
shall include any interest actually earned thereon by the Authority. The Authority may adjust
the interest earnings attributable to the contributions of a Member whose net contribution is
zero or less based on a reasonable estimate of any periods during which no interest was
earned.
ARTICLE 14. ENFORCEMENT
OCCRMA shall have the authority to enforce this Agreement. Any dispute regarding
the interpretation of this Agreement or the Bylaws adopted hereunder, between or among
OCCRMA and any Member Agency or Agencies shall be submitted to final and binding
arbitration in accordance with the procedures established in the California Code of Civil
Procedure and referred to the Judicial Arbitration and Mediation Service or other arbiter as
may be agreed by the parties; except that the Authority or any affected Member may sue for
the collection or return of assessments, contributions or premiums for a given year of
coverage; provided that the affected member shall have first exhausted its administrative
remedies and timely presented a claim therefor to the Authority. As to such a claim for the
collection or return of funds, the prevailing party shall be entitled to reasonable attorney's
fees.
ARTICLE 15. INVALIDITY
Should any portion, term, condition or provision of this Agreement be determined by a
court of competent jurisdiction to be illegal and in conflict with any law of the State of
California or be otherwise rendered unenforceable or ineffectual, the validity of the remaining
portions, terms, conditions and provisions shall not be affected thereby.
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ARTICLE 16. AMENDMENTS
No amendments to this Agreement shall be effective unless accomplished by written
agreement executed by the governing bodies of at least two-thirds of the parties to this
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Agreement. Reasonable prior notice of any Board meeting in which amendments are to be
voted upon must be given to each director in writing. Such notice must include mention of the
nature of the amendments to be voted upon.
ARTICLE 17. BYLAWS AND PLAN DOCUMENT
(a) By a two-thirds vote of the entire Board, the Board shall develop and adopt
Bylaws and a Plan Document to govern the day-to-day operations of OCCRMA and may
amend such documents from time to time.
(b) Each Member Agency agrees to comply with and be bound by the provisions of
the Bylaws as the same may be amended from time to time. Notwithstanding any provision in
the Bylaws or Plan Document adopted by the Board in the event of any conflict between this
Agreement and the Bylaws or Plan Document, this Agreement shall prevail; in the event of
any conflict between the Bylaws and the Plan Document, the Bylaws shall prevail.
ARTICLE 18. PROHIBITION AGAINST ASSIGNMENT
No Member Agency may assign any right, claim or interest it may have under this
Agreement, and no creditor, assignee or third party beneficiary of any Member shall have any
right, claim or title to any part, share, interest, fund, premium or asset of the Authority.
ARTICLE 19. TORT LIABILITY
As to any debts or liabilities based upon Section 895.2 of the Government Code of the
State of California, except as otherwise provided by individual contract, pursuant to the
provisions of Section 895.4, of the Government Code of the State of California, this paragraph
allocates such liabilities. Each Member shall be liable for its pro rata share of both the debts
and liabilities of the Authority to the extent such debts and liabilities exceed the available
assets of the Authority, including any collectible coverage or insurance, and the Member's pro
rata share of all debts and liabilities for claims against all Members, arising out of facts: (i) in
the performance of this agreement, and (ii) occurring while a Member. A Member's pro rata
share of debts and liabilities shall be calculated by dividing each such Member's (or former
Member's) total contributions paid, by the total of all contributions paid by all such Members,
from the inception of the Authority. To the extent required to achieve such purpose, each
Member indemnifies the other Participants for any loss, cost or expense that may be imposed
upon such other Members. The rules therefor as set forth in Civil Code Section 2778 are
hereby made a part of this Agreement. For the purposes of this paragraph, "contributions"
shall include all funds paid to the Authority for participation in the programs of the Authority
• (including group excess liability insurance programs), any liability protection programs
operated on a group self-insurance basis by the Authority, and for operation of the Authority.
However, "contributions" shall not include payments made to the Authority which are used
for purchase of commercial insurance for other risks on a primary basis.
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ARTICLE 20. AGREEMENT COMPLETE
The foregoing constitutes the full and complete Agreement of the parties. There are no
oral understandings or agreements not set forth in writing herein.
ARTICLE 21. DATE AGREEMENT EFFECTIVE
This Agreement shall become effective as of July 1, 2000 upon approval in accordance
with its terms.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by their proper officers thereunto duly authorized.
Executed before me this
day of , 2000 CITY OF BREA
City Clerk By
Executed before me this
_ day of , 2000 CITY OF CYPRESS
City Clerk By
Executed before me this
day of , 2000 CITY OF IRVINE
City Clerk By
Executed before me this
day of , 2000 CITY OF LAGUNA BEACH
City Clerk By
Executed before me this
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day of , 2000 CITY OF LA PALMA
City Clerk By
Executed before me this
day of , 2000 CITY OF LOS ALAMITOS
City Clerk By
Executed before me this
day of , 2000 CITY OF ORANGE
City Clerk By
Executed before me this
day of , 2000 CITY OF SAN CLEMENTE
City Clerk By
Executed befo me this
0,74—day of_ X 2000 CITY OF SEAL BEACH
,f � 2.
City Clerk By Patricia E. Campbe 1, Mayor
Executed before me this .
day of , 2000 CITY OF STANTON
City Clerk By
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Executed before me this
day of , 2000 CITY OF TUSTIN
City Clerk By
Executed before me this
__ day of , 2000 CITY OF WESTMINSTER
City Clerk By
Executed before me this
day of , 2000 CITY OF YORBA LINDA
City Clerk By
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