HomeMy WebLinkAboutAgenda Statement 1986/03/18 Item 9 COUNCIL AGENDA STATEMENT
Item 9
Meeting Date 3/18/86
ITEM TITLE: Resolution 12410 Authorizing the City to enter into a risk
pooling arrangement for general liability
SUBMITTED BY: Director of Financea
REVIEWED BY: City Manager 14j (4/5ths Vote: Yes No X )
The San Diego County Cities Risk Management Authority (RMA) of which Chula
Vista is a member, was recently notified that Planet Insurance will not renew
general liability insurance coverage for the Authority. The cities insurance
coverage will expire as of March 31 , 1986. The purpose of this report is to
discuss some of the alternatives available to the RMA and the individual
cities.
RECOMMENDATION: That Council accept the report and approve entering into a
risk pooling arrangement for general liability with other cities in San Diego
County.
BOARDS/COMMISSIONS RECOMMENDATION: Not applicable.
DISCUSSION:
The number of California cities unable to purchase general liability insurance
has grown at an alarming rate. Since the beginning of 1985, it is estimated
that over 200 cities have been unable to purchase necessary liability
insurance.
Although the alternatives are limited, staff is evaluating possibilities in
the following basic areas:
I. Other insurance market.
II. Self-insurance.
III. Risk pooling arrangement.
a. California Municipal Insurance Authority (CMIA).
b. San Diego County Cities Risk Management Authority (RMA).
Following is a discussion of these areas:
I. Other Insurance Market. Our insurance broker, Robert F. Driver Company
has submitted information to two insurance markets other than Planet
Insurance to determine if another company would be willing to offer
insurance to the RMA or any of the individual member cities. Our broker
indicates it is highly unlikely that there will be an offer of insurance
from another market but, if there is, it will certainly be in the form
of a higher self-insured retention, higher premium, and reduced coverage.
Page 2, Item 9
Meeting Date 3/18/86
II. Self-Insurance. Self-insurance, or "going bare", involves total
assumption of risk and retention of risk by the individual city.
Advantages.
1 . No large sums in the form of a premium going to a third party
insurer.
2. No assumption of other cities risk in having to pay for their poor
experience.
3. City pays only for its own liability and losses.
Disadvantages.
1 . No spreading of risk and losses.
2. A few "bad" cases could put a city in a very tenuous financial
position.
Staff is continuing to evaluate the option of self-insurance in light of
the possibility of issuing certificates of participation in order to
fund self-insurance reserves. This could provide the capitalization
needed to establish a self-insurance fund.
The objectives of the certificates of participation self-insurance
option would be to (1 ) insure availability of adequate coverage (2) at a
net annual cost which is less than the cost of insurance premiums to
third party insurers and (3) limits the City's liability exposure to its
own experience. Initial capitalization of the reserve fund may also
assist the City in eventually obtaining excess insurance coverage.
The ability to achieve the above objectives and, ultimately, the
program' s feasibility relative to other alternatives, revolve around
several considerations:
- The initial sizing of the reserve.
- The rate of interest on the certificates.
- The reinvestment rate for the certificate proceeds.
- Estimate of claims to be paid from the reserve fund.
The legal and economic possibility of this option is being further
pursued by staff.
III. Risk Pooling Arrangement. In response to the state-wide crisis, many
groups of cities have entered into self-insurance pooling arrangements
to mutually self-insure their risk. Staff is looking at two mechanisms
for providing risk pooling.
A. California Municipal Insurance Authority (CMIA).
B. Joint Powers Authority (JPA) of San Diego County Cities.
Page 3, Item 9
Meeting Date 3/18/86
A. California Municipal Insurance Authority. This mechanism is being
developed and implemented by the firm of Marsh and McLennan for the
purpose of providing primary and catastrophic liability coverage to
qualified cities in the State of California. The concept is a risk
sharing pool funded through the issuance of certificates of
participation. CMIA proposes to offer both primary (for risk of
loss up to $1 ,000,000) as well as catastrophic (for risk of loss
from $1 ,000,000 to $10,000,000) liability coverage to qualified
risks.
Primary Coverage. Qualified cities may access the CMIA pool for
first dollar coverage or at an approved deductible level from
$5,000 to $500,000. Premiums will be determined on an underwriting
basis, rather than through arbitrary allocations, and will be
subject to retrospective additional premiums as well as refunds, as
experience develops. The limit of the primary coverage will be
$1 ,000,000 inclusive of all deductibles.
Catastrophic Coverage. Qualified cities may purchase excess
liability protection to limits of $5,000,000 or $10,000,000, again
subject to retrospective assessment and refund. Since the exposure
of CMIA in the catastrophic area will be potentially great, the
Authority is endeavoring to organize capital investment of no less
than $30,000,000 as initial surplus for the protection of pool
participants.
Premiums. Deposit premiums will be collected annually based upon
past experience and existing risk exposures. Retrospective premiums
will also be collected based on the loss experience of the insured
city and on the loss experience of the entire pool . At any time
that losses exceed collected premium, an additional deposit premium
will be assessed against each of the insured cities.
Advantages to CMIA:
1 . CMIA is a short-term solution to the current crisis, and may
be a long term vehicle for stabilization of risk transfer
options.
2. Provides a large pool of cities over which to spread liability.
3. CMIA will provide necessary services such as claims
management, legal services, actuarial services, and risk
analysis.
4. If the private insurance market improves, CMIA might enable
participating cities to obtain reinsurance through
conventional insurance markets.
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Meeting Date 3/18/86
Disadvantages to CMIA:
1 . Cities with good experience would pay partially for the losses
experienced by other cities.
2. To join the CMIA facilities, a binding three year commitment,
renewable annually, will be required.
3. Annual deposit premiums could be quite costly. An estimate of
the initial deposit premium will be available from CMIA
sometime in the first week of April .
4. The target inception date for CMIA is April 15, 1986 and it
may take several more weeks in order to get the program
establ i shed.
B. Joint Powers Authority - San Diego County Cities. Under this risk
pooling arrangement each city in the JPA would contribute to a
self-insured accrual account, an amount of money (determined by
underwriting formula) to meet the projected cost of risk each
year. Member cities of the JPA would be the same cities in San
Diego County that are now part of the SDCCRMA including Chula
Vista, Coronado, Del Mar, Escondido, La Mesa, Lemon Grove, National
City, Oceanside, Santee, and Vista.
The JPA would work through a "captive insurance company" which
would be established to provide a vehicle for issuing insurance
policies to the JPA, issuing certificates of insurance, and provide
professional services,such as underwriting, claims administration,
brokerage and risk management. The captive insurance company would
exist exclusively for the purposes of the JPA.
Coverage. Self-insured retentions (SIR) would be maintained by
individual cities and range from a minimum of $100,000 to a maximum
of $1 ,000,000 depending on risk factors and member ability to
insure risk.
Coverage would include municipal , general and automobile liability
including errors and omissions. Coverage would be in the form of a
claims made policy which pays for losses incurred only on claims
filed during the year the policy is in effect, regardless of when
the damage was actually suffered. (An occurrence policy pays if
the damage occurred during the policy year, regardless of when the
damage is discovered and a claim filed. ) The coverage limit would
be $5,000,000 per occurrence.
Pool Funding. Funding of expected claims would be through two
sources: (a) annual premiums paid by the member cities, and (b)
assessments of member cities.
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Page 5, Item 9
Meeting Date 3/18/86
The annual premiums would be calculated initially based on past
loss experience and reasonably assessed through a professional
underwriter. Coverage in the form of claims made will allow for
accurate assessment of each years exposure to determine future
premiums to ensure fund solvency.
Assessments would be an available tool in the event loss results
are much worse than anticipated or funded. Some type of annual
aggregate restriction will be imposed to limit the maximum captive
payouts in order to limit assessment potentials.
Advantages to JPA:
1 . Provides a vehicle through the captive insurance company for
issuance of policies of coverage, certificates of insurance,
premium allocations, and setting of proper funding levels. A
professional underwriter will be used for allocation of
premiums and future assessments.
2. Provides a vehicle to purchase reinsurance or excess insurance
on a group basis if and when it is available at a reasonable
cost.
3. There would be an annual aggregate restriction on some types
of claims for the protection of the pool and other cities.
4. If maintained, this structure would modify the dependency on
the insurance market through the "hard" cycle while taking
advantage of any "soft" market conditions.
5. Reduces the negative impact of non-insurance on specific
entities by spreading risk.
6. The JPA can be implemented in a fairly short period of time.
It will take several months to establish the captive insurance
company, but in the interim, it is possible to "rent a
captive" until the JPA has its own.
Disadvantages to JPA:
1 . The City would be part of a pool and would be assuming the
risk that other cities might have worse liability experience
than Chula Vista. This could result in a city having to pay
additional assessments to cover losses in other cities.
Conclusion
From the above discussion, it is readily apparent that there is no one option
that is clearly more advantageous to the City. A major problem is that staff,
at this time, does not have enough cost information to do an economic
comparison that might more clearly indicate the option to pursue.
Page 6, Item 9
Meeting Date 3/18/86
However, because of time constraints in that our current insurance policy
expires as of March 31 , staff is recommending that Council approve entering
into the risk pooling arrangement with the other San Diego County cities and
work through a captive insurance company in order to provide risk coverage.
This will prevent the City from having to "go bare" for any period of time.
Staff will continue to explore the other possibilities discussed, namely the
CMIA and the self-insurance concept, with the idea that the City could change
to another option in the future if it proved to be more viable in terms of
economics and transfer of risk.
FISCAL IMPACT:
Staff does not yet have enough information to determine the cost of the
various options being considered.
Lack of insurance can have tremendous negative fiscal impact on the City if it
experiences a few "bad" cases and has large judgements entered against it.
One way of lessening this potential impact is to enter into a risk pooling
arrangement with other cities in order to spread the liability over a broader
base. The downside is, of course, that the City assumes the risks of other
cities in the pool and may end up paying for their liability losses.
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