Page 147 - MayDefComp

3. Committee Vote: Once the committee understood the concept and utility of the tool, they
voted to adopt the Fiduciary Briefcase.
4. Fiduciary Briefcase Access: The County was asked to identify personnel who should have
access to the Fiduciary Briefcase. The consultant then provided a communication to these
individuals with log-in information, process, passwords, security, etc. The committee will
continue to review this tool and recommend additional content and / or personnel who may
benefit from access to this tool.

Following a similar model, other public entities should be able to develop and
deploy an electronic repository to house important plan-related information
that serves as a reference for current committee members, is an onboarding
resource for new committee members, and provides convenient access to plan
information that is needed for periodic plan audits.

OS4407 420