It is hereby declared to be the Policy of the Chicago Transit Authority Retiree Healthcare Trust ("Trust"):
To accomplish this Policy the Trustees of the Trust establish the following procedures ("Procedures"):
This Procedure applies to the procurement of Investment Services to be provided by an Investment Adviser, except:
All exceptions approved by the Trustees shall be published on the Trust’s website and shall include a brief explanation of the reason for the exception.
The Trustees may elect to subscribe to a proprietary database(s) which lists Investment Advisers for the purpose of identifying potential Investment Advisors for prescreening.
All documents created as part of a SIA, including the responses by prospective Investment Advisers, shall be considered public records and shall be made available for inspection and copying as provided in Section 3 of the Illinois Freedom of Information Act, 5 ILCS 140/1, et seq.