OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT

CourtSupreme Court of Oklahoma
DecidedMay 27, 2026
Docket123469
StatusPublished

This text of OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT (OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT, (Okla. 2026).

Opinion

OSCN Found Document:OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT, et al.

OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT, et al.
2026 OK 38
Case Number: 123469
Decided: 05/27/2026
SUPREME COURT OF THE STATE OF OKLAHOMA


Cite as: 2026 OK 38, __ P.3d __

NOTICE: THIS OPINION HAS NOT BEEN RELEASED FOR PUBLICATION. UNTIL RELEASED, IT IS SUBJECT TO REVISION OR WITHDRAWAL.


OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST, Petitioner,
v.
LEXINGTON SCHOOL DISTRICT; ATOKA PUBLIC SCHOOLS; BATTIEST PUBLIC SCHOOLS; CIMARRON PUBLIC SCHOOLS; CRESCENT PUBLIC SCHOOLS; FANSHAWE PUBLIC SCHOOL; GYPSY ELEMENTARY SCHOOL; HARTSHORNE SCHOOL DISTRICT; HOLDENVILLE PUBLIC SCHOOLS; HOWE PUBLIC SCHOOLS; MANNSVILLE PUBLIC SCHOOL; MARIETTA PUBLIC SCHOOLS; MILBURN PUBLIC SCHOOLS; OKEENE PUBLIC SCHOOLS; RAVIA PUBLIC SCHOOL; RINGWOOD PUBLIC SCHOOLS; SHADY POINT PUBLIC SCHOOL; SWEETWATER PUBLIC SCHOOL; TIMBERLAKE PUBLIC SCHOOLS; TISHOMINGO PUBLIC SCHOOL; WAYNOKA INDEPENDENT SCHOOL DISTRICT 3; and WILBURTON PUBLIC SCHOOLS, Respondents.

REVIEW OF CERTIFIED INTERLOCUTORY ORDER ENTERED IN THE DISTRICT COURT OF CLEVELAND COUNTY;

Honorable Thad Balkman, District Judge

¶0 Petitioner brought claims against the Respondent school districts for failure to pay one or more invoices and sought a declaratory judgment that an agreement between Petitioner and the Respondent school districts created an obligation for the Respondent school districts to pay the invoices. Petitioner and Respondent school districts filed cross-motions for partial summary judgment regarding Open Meeting Act compliance. The trial court rendered partial summary judgment in favor of Respondent school districts, finding that Petitioner willfully violated the Open Meeting Act. The trial court certified its order for interlocutory review. We granted Petitioner's petition for certified interlocutory appeal. We hold that Petitioner willfully violated the Open Meeting Act.

PETITION FOR CERTIORARI PREVIOUSLY GRANTED;
DISTRICT COURT'S ORDER GRANTING RESPONDENT SCHOOLS' CROSS-MOTIONS FOR PARTIAL SUMMARY JUDGMENT IS AFFIRMED

Lewis T. Lenaire, Crowe & Dunlevy, PC, Oklahoma City, Oklahoma for Plaintiff/Petitioner.

Kent B. Rainey and Adam S. Breipohl, Rosenstein, Fist & Ringold, Tulsa, Oklahoma for the Battiest Defendants/Respondents.

Douglas A. Rice and Adam J. Singer, Derryberry & Naifeh, LLP, Oklahoma City, Oklahoma for the Cimarron Defendants/Respondents.

OPINION

KUEHN, V.C.J.:

1 Oklahoma Schools Risk Management Trust (OSRMT) was established by the Oklahoma Schools Risk Management Trust Agreement (Trust Agreement) pursuant to the Interlocal Cooperation Act, 74 O.S. § 1001et seq., to provide public schools and school districts with member-funded self-insurance coverage for casualty and property claims.

¶2 Before April 2019, the Trust Agreement provided for the collection of additional contributions depending on when the district's membership began. Reserve contributions could be refundable, and the Trust Agreement allowed for preferred dividend rights. At a regularly scheduled meeting on April 23, 2019, the OSRMT Board of Trustees voted to amend the Trust Agreement to implement a new, nonrefundable collectible, the reserve (capital) contributions, to increase OSRMT's pool of reserves for covered claims to offset declining membership.

¶3 Per Oklahoma law, the Board, as a public entity, was required to submit the modified agreement to the Attorney General to determine whether the form of the agreement was proper and compatible with Oklahoma law. 74 O.S. § 1004

¶4 The next OSRMT meeting, originally scheduled for June 11, 2019, was rescheduled to June 12. The OSRMT administrator sent notices of the changed date to all required to receive OSRMT notices and to individuals who regularly attended the meetings but failed to inform the Secretary of State.

¶5 An administrative assistant posted the agenda for the June 12, 2019 meeting on June 7, the same day the Attorney General's office notified OSRMT of the issues with the amended Trust Agreement. After learning that a new submission would be required, OSRMT neither amended the agenda nor rescheduled the meeting to accommodate it. The agenda remained as originally posted on June 7 and did not list the Board's vote to adopt and submit a new version of the amended Trust Agreement. Instead, the agenda included unrelated agenda items and a general "New Business" item. At the June 12 meeting, under "New Business," the Board voted to adopt the amended Trust Agreement and submit it to the Attorney General. On July 17, 2019, the Attorney General's office approved the amended Trust Agreement.

¶6 The amended Trust Agreement became effective on July 1, 2020. Over the next year, member schools paid some invoices, but, as of March 2022, only 51 of the 77 member schools had paid the June 2021 invoice. As a result of unpaid invoices, OSRMT brought claims against Respondent Schools for failure to pay one or all of the invoices and sought declaratory judgment that the amended Trust Agreement and the subscription agreements created an obligation for Respondent Schools to pay the invoices. Respondent Schools asserted "conditions precedent" in their answers to the OSRMT Petition, and discovery proceeded, disclosing the Open Meeting Act (OMA) issues.

¶7 Anticipating the OMA challenges, OSRMT moved for partial summary judgment, asking the district court to determine as a matter of law that (1) the April 23 meeting fully complied with the OMA; (2) OSRMT's failure to notify the Secretary of State of the changed meeting date from June 11 to June 12 was not a willful violation of the OMA; and (3) the use of the "New Business" agenda item to vote to adopt and submit a new Trust Agreement was proper under the OMA.

¶8 Respondent Schools filed cross-motions for summary judgment, arguing that OSRMT willfully violated the OMA because (1) the April amended Trust Agreement was rescinded in its entirety and the June 12 vote on the amended Trust Agreement was not placed on the agenda for that meeting, and (2) the Secretary of State was not informed of the changed meeting date. Respondent Schools do not dispute that the April 2019 meeting complied with OMA requirements.

¶9 After a hearing on the motions, the trial court denied OSRMT's motion for partial summary judgment and granted Respondent Schools' cross-motions based on a finding that the Board willfully violated the OMA. We granted OSRMT's petition for certified interlocutory appeal of those rulings.

¶10 The issues for the Court to determine are whether OSRMT complied with the OMA statutory notice and agenda requirements when voting to adopt and submit a new version of the amended Trust Agreement, and, if OSRMT did not comply with the requirements, whether the failure to comply was a willful violation.

Standard of Review

11 OSRMT seeks review of a certified interlocutory order denying its motion for partial summary judgment and granting Respondent Schools' cross-motions for partial summary judgment. See Okla.Sup.Ct.R. 1.50, 12 O.S. ch. 15, app. 1.

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Cite This Page — Counsel Stack

Bluebook (online)
OKLAHOMA SCHOOLS RISK MANAGEMENT TRUST v. LEXINGTON SCHOOL DISTRICT, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oklahoma-schools-risk-management-trust-v-lexington-school-district-okla-2026.