California Housing Workers’ Compensation Authority State of the JPA At a Glance California Housing Workers’ Compensation Authority State of the JPA At a Glance 2013 Board of Directors Meeting May 2, 2013

Staff introductions  Administration  Adrienne Beatty  Jose Mederos  Kristin Donovan  Program Management  Jackie Miller

Staff introductions (Cont’d.)  Finance  Nancy Broadhurst  Vicky Quintrall  Karim Sabuwalla  Risk Control  Dave Beal

 Reducing the amount and frequency of losses  Sharing the risk of self- insured losses  Jointly purchasing and providing administrative and other services CHWCA Mission Statement The mission of the California Housing Workers’ Compensation Authority (CHWCA) is to protect member resources by providing a stable and economical Workers’ Compensation Program through an aggressive claims management policy and quality risk management services for its members. CHWCA was created in 1991 with the purpose of:

CHWCA Advantages  Ownership and control of coverage, claims management, and risk control  Representation on Board and Committees  Share the cost of risk among similar entities  Continuous claims oversight  Dividend/retrospective plans and incentives

Member Obligations  Prompt reporting of ALL claims to TPA  Cooperation in adjusting/investigating claim  Provide data to CHWCA  Active Participation in Safety Program  Attendance at Annual Board Meeting

Membership & Committees  Membership (Board of Directors)  33 Members  Executive Committee  7 Members  Risk Management Committee  9 Members

 Executive Committee Committees RepresentativeAgency Jim ShieldsSacramento H & RA Bob HoskinsKings County HA Bill FaganRiverbank HA Nick BenjaminMadera City HA Rudy TamayoContra Costa County HA Wes WeirEureka City/Humboldt County HA Stephen PelzKern County HA

 Risk Management Committee Committees RepresentativeAgency Wes WeirEureka City/Humboldt County HA Wendell GarrettSacramento H & RA Jim KruseSan Joaquin County HA Todd CrabtreeMendocino CDC Patricia FriouVentura County HA Jennifer DawsonSan Bernardino County HA Linda NicholsSutter/Nevada County HA Janis HoltYolo County Housing Karen WilsonKern County HA

 Current Premium (For Fiscal Year 2013)  Pooled Portion $ 3,099,120 (1.9%)  Purchased Excess $ 448,220  Total Premium $ 4.53 Million (1.8%) (Represents $131 million in estimated payroll)  Equity Position (As of December 31, 2012)  Total Net Assets $6,928,660  Confidence Level  Budget Funding75%  Dividend Distribution70% Overall Financial Position

SAFETY NATIONAL CASUALTY CORPORATION Commercial Excess Coverage WORKERS’ COMPENSATION Statutory Limits EMPLOYER’S LIABILITY$1,000,000 CHWCA Group Shared Self-Insurance WORKERS’ COMPENSATION Dollar One – $550,000 EMPLOYER’S LIABILITY Dollar One - $550,000 Workers’ Compensation Coverage

 2 new EC Members  CAJPA Re-Accreditation w/Excellence  Strong and conservative financial position; actively managed funds.  Revised experience modification factor calculation  Mid-Layer Pool! CHWCA Highlights

 Customized and innovative risk management program  Re-vamped CHWCA website and access to Bickmore Risk Control Portal  Proactive claims oversight; high level adjusting.  Continued focus on “green” and efficient processes for collection and distribution of information. CHWCA Highlights

IIIInnovative uses for future equity distributions EEEExpansion/revisions to RC program SSSSuccession Planning/Member engagement 2013 Strategic Planning Considerations

Questions?