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OST Home » Indian Trust Reform Priorities »

Fiduciary Trust Model: Roadmap for Reform

The As-Is Trust Business Model report provided OST the first comprehensive documentation of major processes supporting the Indian trust and their inter-relationships. Through development of the model, DOI achieved the following benefits:

  • Established a comprehensive understanding of current trust business operations
  • Documented regional variances and their causes (e.g., due to federal, state or local laws, treaties, court rulings, local practices)
  • Identified current issues and opportunities for improvement to provide a basis for a To-Be process reengineering of the Indian trust

As-Is Trust Business Model Report

Table of Contents
Executive Summary
Chapter 1
Chapter 2
Chapter 3
Chapter 4 Introduction
Probate
Title
Beneficiary Services
Appraisal
Surface
Subsurface
Accounting
Survey
Chapter 5
Chapter 6
Appendixes: A. Glossary (2.92 MB)
B. Work Session Participants
C. Workshop and TTF Participants
D. OMB Circular A-130
E. Business Modeling Tools
F. Obligations
G. Industry Resources
H. OCC Highlights
I. Commercial Standards
J. Public Sector Leaders
K. Forestry Measures
L. Cadastral Measures
M. LTL Metrics

 

 

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U.S. Department of the Interior
Office of the Special Trustee for American Indians
1849 C Street, NW, Suite 5140 • Washington, D.C. 20240
(202) 208-4866 • (888) 678-6836 (Toll Free Trust Beneficiary Call Center)
Last Updated on 06/17/10