The Trustees may delegate duties to one or more persons, contractually, or by adoption of a motion or resolution making the delegation to a designated person, or by any other appropriate method evidencing delegation or acceptance. The delegation shall be effective when the designated person accepts the delegation. If the delegation involves fiduciary responsibility, the designated person shall acknowledge contractually or in some other writing his or her status as a fiduciary with respect to the Trust.

Duties may be delegated to employees of the District and other outside advisors. As of June 14, 2017, and confirmed by adoption of revised Trust Procedure 110.7P on June 14, 2017, duties delegated and the District departments or employees to whom they are delegated include the following:

·	General Benefits Administration: Human Resources Department.
·	Eligibility and Enrollment Determinations: Human Resources Department.
·	Trust Financial Management: Accountant, Finance and Business Services Department.

 

For Duties delegated to outside advisors, the below-referenced documents outline the duties that have been delegated and the outside parties to whom such duties have been delegated.

 

In the event the Trustees elect to allocate or delegate responsibilities, they will periodically meet with and evaluate the persons to whom such responsibilities have been delegated or allocated.

  

Cross References:		Trust Procedure 100.3P  Third Party Administrators, Insurers, Consultants, and Advisors
	Trust Policy 200	Financial Policy
	Trust Procedure 200.1P

Financial Management

Trust Policy 220	Investment Guidelines
Trust Policy 410	Claims and Appeals
Trust Procedure 410.1P	Claims Procedure
Trust document sections 4.2(k) and 4.5

         

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