Meridian (M), county and state where your 

(2) (3 

 (5) (6) (7) (8) (9) (11) (12) 

(1

 

 

 

 

 

 

Explanation of Payment Report Glossary 

BIA Document ID: Bureau of Indian Affairs (BIA) assigned number to identify the 

encumbrance document. (An encumbrance 

is a lease, right of way, permit or any other 

legal instrument that authorizes use of the 

property.) 

(2) Tract Name: Allotment name refl ected 

on the list of real property assets on your 

quarterly Individual Indian Money account 

statement. 

Tract ID: Unique BIA number assigned 

to your tract of land. 

(4) Tract Legal: Section (S), Township (T), 

Range (R), 

tract is located. 

(5) Payor: Business that submits mineral reports and 

payments. It may not be

the same as the lessee or 

operator. 

(6) Transaction 

Estimates: A royalty payment based on estimated 

volumes and values and 

adjusted when the payor 

determines the actual 

royalty amount due. 

Interest: Offi ce of Natu1 

2 

3 

4 

5 

6

 Table of Contents 

New Oil & Gas Report 1 

More Options 2 

Indian Land Symposium 2 

ITMA Visits AIRR 2 

Annual Audit 3 

RezKast 3 

New RTA Assignments 3 

Tribal Shares 4 

OST FY 2011 Priorities 4 

New Oil and Gas 

Explanation of Payment Report 

The look of your Individual Indian Money (IIM) Trust Oil and Gas 

Revenue Explanation of Payment (EOP) Report has improved. The 

EOP contains new infor mation that is explained in a publication 

mailed with your EOP report. It includes a handy glossary of terms 

too. 

With these improvements, you can now trace transactions on the 

EOP to your quarterly IIM Account Statement of Performance. 

Some of the improvements include: 

 Allotment Name 

 Legal Description (Section, Township, Range) 

 Mathematic symbols show how the transaction

 is calculated 

 Word phrases describe transactions for each lease (instead of 

numeric codes) 

 Each block contains transactions for each lease for the reporting period 

 The total amount distributed on the EOP is displayed in the 

summary box and at the end of the EOP as the Report Total 

Have questions? Contact your Fiduciary Trust Officer or call the 

Trust Beneficiary Call Center (TBCC), toll free, at 1-888-678-6836. 

TBCC hours are Monday through Friday from 7 a.m. to 6 p.m. and 

Saturday from 8 a.m. to noon, Mountain time. 

The partial glossary to the left references items in the partial sample explanation 

of payment report shown below. The full sample report and glossary are available 

in the publication that was mailed to oil and gas account holders. 

Department of the Interior 

Office of the Special Trustee 

for American Indians 

Volume 10, Issue 4 

Fall 2010 

TRUST MATTERS 

d state where your 

suby y p y y 

) BIA Document ID: 

) Tract ID: 

(4) Tract Legal: 

(10) 

 Tract Name: BERCIER, DAVID 226 M 557 ROOSEVELT MT

 Payor Transaction 

Adjustment Product Month 

Sold 

Volume 

Sold 

Price Total Value Allotment 

Share 

Royalty 

Rate 

Undivided 

Ownership 

Your 

Share 

ONRR Lease Number: 5230082990 7082999398 028.00N 058.00E 000009 

ST MARY LAND & 

EXPLORATION CO 

Royalty Gas JUN 10 663.12 $7.8687 $5,217.92 1.00000000 0.2000 0.0666666666 x = x x x = $69.57 

ST MARY LAND & 

EXPLORATION CO 

Royalty Gas JUN 10 663.12 $7.8687 $5,217.92 1.00000000 0.2000 0.2333333333 x = x x x = $243.50 

ST MARY LAND & 

EXPLORATION CO 

Royalty Gas JUN 10 663.12 $7.8687 $5,217.92 1.00000000 0.2000 0.1666666667 x = x x x = $173.93 

ST MARY LAND & 

EXPLORATION CO 

Royalty Oil JUN 10 1361.78 $62.9929 $85,782.46 1.00000000 0.2000 0.0666666666 x = x x x = $1,143.77 

ST MARY LAND & 

EXPLORATION CO 

Royalty Oil JUN 10 1361.78 $62.9929 $85,782.46 1.00000000 0.2000 0.2333333333 x = x x x = $4,003.18 

ST MARY LAND & 

EXPLORATION CO 

Royalty Oil JUN 10 1361.78 $62.9929 $85,782.46 1.00000000 0.2000 0.1666666667 x = x x x = $2,859.42 

Total Lease Royalties $8,493.37 

1 

2 3 

12 

4 

5 6 7 8 9 10 11
 

 

 

 

 

 

 

 

 

 2 TRUSTMATTERS 

More Options for Debit Card and Direct Deposit Users


Beneficiaries who have chosen 

either the debit card or 

direct deposit option to receive 

disbursements from their trust 

funds are going to have another 

option available to them. A new 

system is being put in place that 

will give debit card and direct 

deposit users the opportunity 

to receive faster notifi cations of 

disbursements to their accounts by 

email, text message or voicemail. 

Currently, benefi ciaries receive 

paper notifi cations through 

mail delivered by the U.S. Postal 

Service. The expanded notifi cation 

options—email, text message or 

voicemail—are coming in calendar 

year 2011. 

A notification message includes the 

account number, the amount of the 

disbursement and the date it was 

you will need to provide the 

number of your mobile phone. (If 

you select this option, check with 

your phone plan to determine 

if you incur costs to receive 

text messages.) If you select the 

voicemail option, you will need 

to provide your phone number. 

Remember, voicemails left on a 

home phone could be picked up by 

other members of your household. 

Contact your Fiduciary Trust 

Officer (FTO) or call the Trust 

Beneficiary Call Center (TBCC) to 

choose one of these options. You 

can locate your FTO online at www. 

doi.gov/ost/ft o. The TBCC toll free 

number is 1-888-678-6836. TBCC’s 

operating hours are Monday 

through Friday from 7 a.m. to 6 

p.m. and Saturday from 8 a.m. to 

noon, Mountain time. 

disbursed. If you chose the email 

option, you will need to provide 

your email address. If you 

chose the text message option, 

“Totally impressed....” ITMA Visits AIRR 

Indian Land Consolidation 

Symposium Hosts Two OST 

Presentations 

Th e Office of the Special Trustee for 

American Indians (OST) made two 

presentations at the 20th annual 

Indian Land Consolidation 

Symposium. The event, sponsored 

by the Indian Land Working Group,

was held October 25-28, 2010, in 

Airway Heights, Washington. 

Principal Deputy Special Trustee 

Donna Erwin and Deptuy Special 

Trustee Trust Accountability 

Margaret Williams spoke about 

OST’s improvements to individual 

Indian and tribal trust funds. OST’s 

Office of Appraisal Services Deputy 

Director Iris Crisman’s presentation

covered the definition of an 

appraisal, the technical and administrative processes to accomplish 

appraisals and the qualifi cations of

federal appraisers in OST’s Office 

of Appraisal Services. 

Information about these topics and 

others is available from Fiduciary 

Trust Offiers (FTOs). Locate your 

FTO online at www.doi.gov/ost/ft o. 

Principal Chief George Thurman, Sac and Fox Nation of Oklahoma 

The American Indian Records Repository (AIRR) is in Kansas. Specifi cally, it’s under the ground in Lenexa, 

Kansas. Built and operated in partnership with the National Archives and Records Administration (NARA), AIRR 

provides archival-quality storage and maintenance for Indian trust records. 

Several visitors from the InterTribal Monitoring Association (ITMA) toured AIRR September 29, 2010. 

Participants included Chairman Michael Finley, Colville Tribes, who is the current Chairman of ITMA; 

Councilman John Stensgar, Colville Tribes; Chairman McCoy Oatman, Nez Perce Tribe; Principal Chief George 

Thurman, Sac and Fox Nation; Brian Gunn, ITMA Consultant; and Mary Zuni, ITMA Executive Director. Th e 

tour was led by Principal Deputy Special Trustee Donna Erwin. 

Do you want to tour AIRR? Contact your Fiduciary Trust Officer (FTO) to make arrangements. You can locate 

your FTO online at www.doi.gov/ost/ft o. 
 

 

 

VOLUME 10, ISSUE 4 3 

“To be able to categorize and 

record thousands and thousands 

of records...to find in a matter 

of hours one sheet of paper is 

impressive.” 

John Stensgar, Colville Tribes 

Chair, Colville Tribe Natural Resource 

Committee and Member, Colville 

Business Council 

“Amazed at the magnitude of 

storage of the facility.” 

Chairman McCoy Oatman 

Nez Perce Tribe 

ITMA Board Member 

Annual Audited 

Financial Statements 

Fiscal Year 2010 

The fiscal year 2010 independent audit of the Trust Financial 

Statements for Tribal and Other 

Trust Funds and Individu al Indian Money Trust Funds has been 

posted on the website at www. 

doi.gov/ost/documents/audits. 

There are no material weaknesses or significant deficiencies 

associated with this year’s audit. 

The annual audit is prefaced by 

a letter from Principal Deputy 

Special Trustee Donna Erwin. 

The letter lists significant 

accomplishments of the Office 

of the Special Trustee for American Indians in fiscal year 201 0. 

Please contact your Fiduciary 

Trust Officer (FTO) if you have 

questions. You can obtain 

contact information online at 

www.doi.gov/ost/fto. 

RezKast Reaches WAUs 

RezKast is a native video and music sharing site. That’s where 

the Coeur d’Alene Tribe’s st’im khwe ‘i’ytspu’s minm podcasts are 

posted. They are also broadcast on KRFP-FM, in Moscow, Idaho. 

Since this summer, the podcasts have included public service 

announcements that reach out to Individual Indian Money 

account holders whose whereabouts are unknown (referred to as 

Whereabouts Unknown or WAUs). During each program, a list of 

WAU account holders’ names is read. Folks who hear their names 

are alerted that they don’t have current address information on 

file with the Office of the Special Trustee for American Indians 

(OST). It also alerts friends and family members, who can 

encourage the WAUs to contact the local OST agency. The list 

of names read includes maiden names, which makes it easier to 

reach some hard-to-find account holders. This ongoing outreach 

has been successful. 

Nationally, there are almost 104,000 WAUs. The total money in 

the accounts of these WAUs is over $66 million. 

Do you know of an outreach opportunity like RezKast to reach 

WAU account holders? Let your Fiduciary Trust Officer (FTO) 

know. Find your FTO online at www.doi.gov/ost/fto. 

(Note: Header art is the banner on the RezKast website.) 

New Regional Trust Administrators Assignments! 

“I am excited and energized to become familiar with the

office locations, OST and BIA staff, tribal entities and

leaders and beneficiary issues of the Great Plains and 

Alaska.” RTA Melvin Burch 

Melvin Burch: Great Plains and Alaska Regions 

Robert Craff: Southern Plains, Southwest and Eastern Oklahoma Regions 

Jim James: Navajo, Western and Pacific Regions 

Tom Reynolds: Rocky Mountain and Midwest Regions 

Catherine Rugen: Northwest and Eastern Regions 
4 TRUST MATTERS
 

Appraisal Services Tribal Shares Workgroup Progress
 

During the summer of 2009, the Offi ce of the Special 

Trustee for American Indians (OST) conducted a 

series of six tribal consultation meetings to explore 

the development of a uniform tribal shares allocation 

formula for the Offi ce of Appraisal Services. Currently, 

tribes that choose to compact or contract the Real 

Estate Appraisals Program (pursuant to P.L. 93-638, 

the Indian Self-Determination and Education Assistance 

Act of 1975) receive federal funds to operate the 

program based on regional allocation formulas that, in 

some cases, were developed in the 1990s. 

Aft er the formal consultation concluded, the tribal 

shares team recommended to OST executive 

management that a workload-based formula be used to 

calculate tribal shares—averaging tribal workload over 

the most recent fi ve years. However, the team decided 

that it needed additional tribal input on matters such 

as determining the residual. 

In August 2010, a tribal-federal workgroup convened 

in Minneapolis, Minnesota, to discuss unresolved 

issues related to tribal shares for appraisals. Th is group 

concurred with the previous decision that a workloadbased formula be used, and also agreed that a fair and 

reasonable residual percentage needed to be identifi ed. 

A fi nal federal decision is expected to be issued by OST 

within the next couple of months. 

For more information, contact Offi ce of Appraisal 

Services Deputy Director Iris Crisman at 

505-816-1127 or iris_crisman@ost.doi.gov. 

Workgroup Tribal Representatives 

Jessica Perkins (Sitka), Realty Offi cer and Tribal 

Attorney 

Lisa Johnson (Mille Lacs band), Director of Real 

Estate Services 

Sharon Edenfield (Siletz Tribe), Administrative 

Manager and Tribal Self-Governance Officer 

Donna Buckles-Whitmer (Fort Peck), Tribal Council 

Member (Tribal Executive Board), Chairwoman of the 

Tribal Finance Committee and Tribal Budget Advisory 

Council Member 

Frederick Hopkins (Seminole Tribe), Director of 

Real Estate Services