office of the special trustee for american indians05 presentation office of special trustee may...

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5/8/16 1 Office of the Special Trustee for American Indians Briefing Presented by Deb DuMonEer, Deputy Special Trustee Tribal Interior Budget Council MeeEng May 11-12, 2016 Washington, DC 2 Today’s Topics: FY 2017 Budget Tribal Methodology Project FaciliEes Strategic Planning Financial EducaEon Update 3 OST Budget FY 2017 Budget Request is $140.4 M $1.4 million above FY 2016 budget Request includes $1.5 M for probate reform Assistance preparing wills and other estate planning documents Streamlining gi\ deed process Explore use of Payable upon Death and Transferable upon Death designaEons 4 Tribal Methodology Project OST is developing a new web-based applicaEon for tribal trust evaluaEons Nine pilot tribes or consorEums are directly involved in the development Tribal representaEves and the OST team jointly developed the content for the so\ware developers 5 Tribal Methodology Project Currently 96 tribes and consorEums compact trust programs Office of Trust Review and Audit is required to conduct annual evaluaEons Current approach of on-site evaluaEons limits reviews to an average of 23 annually 6

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Page 1: Office of the Special Trustee for American Indians05 Presentation Office of Special Trustee May 2015.pptx Author: Amber Ebarb Created Date: 5/9/2016 3:42:08 AM

5/8/16

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OfficeoftheSpecialTrusteeforAmericanIndians

BriefingPresentedbyDebDuMonEer,DeputySpecialTrustee

TribalInteriorBudgetCouncilMeeEng

May11-12,2016Washington,DC

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Today’sTopics:•  FY2017Budget•  TribalMethodologyProject•  FaciliEes•  StrategicPlanning•  FinancialEducaEonUpdate

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OSTBudget•  FY2017BudgetRequestis$140.4M– $1.4millionaboveFY2016budget

•  Requestincludes$1.5Mforprobatereform

– Assistancepreparingwillsandotherestateplanningdocuments

– Streamlininggi\deedprocess

– ExploreuseofPayableuponDeathandTransferableuponDeathdesignaEons

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TribalMethodologyProject

•  OSTisdevelopinganewweb-basedapplicaEonfortribaltrustevaluaEons

•  NinepilottribesorconsorEumsaredirectlyinvolvedinthedevelopment

•  TribalrepresentaEvesandtheOSTteamjointlydevelopedthecontentfortheso\waredevelopers

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TribalMethodologyProject

•  Currently96tribesandconsorEumscompacttrustprograms

•  OfficeofTrustReviewandAuditisrequiredtoconductannualevaluaEons

•  Currentapproachofon-siteevaluaEonslimitsreviewstoanaverageof23annually

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Page 2: Office of the Special Trustee for American Indians05 Presentation Office of Special Trustee May 2015.pptx Author: Amber Ebarb Created Date: 5/9/2016 3:42:08 AM

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TribalMethodologyProject

ApplicaEonwillleveragetechnologyand:•  StreamlinetheevaluaEonprocess•  ReduceinterrupEontodailyoperaEonsofTribes•  FacilitatemoreannualevaluaEons•  Reduceturn-aroundEmeindeliveryofreportstoTribes

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OSTStaffandrepresentaEvesfromtheninepilottribes/consorEums:SaltRiverPima-MaricopaIndianCommunity,Kawerak,Inc.,NaEveVillageofTanana,ConfederatedTribesofSiletz,ConfederatedSalishandKootenaiTribesoftheFlatheadReservaEon,OneidaTribeofIndiansofWisconsin,BristolBayNaEveAssociaEon,TananaChiefsConference,Inc.andMuscogee(Creek)NaEonofOklahoma

FaciliEes

•  SurveyofOSTfaciliEesconductedin2014•  SecurityandhabitabilityissuesidenEfiedinmulEplelocaEonswhereOSTandBIAemployeesareco-located

•  ImprovingsafetyandhabitabilityoffieldofficesisapriorityoftheSpecialTrustee

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FaciliEes

•  BIASuperintendentsandOSTstaffjointlydevelopedcorrecEveacEonplans

•  Plansaddressingsafety,security,andhabitability–  InstallaEonoffencing,securitydoors,surveillancesystems,exteriorlighEng,improvingaccessibility

–  ImprovingairqualityandfuncEonalityofworkspace

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FaciliEes

•  AnEcipatecontractforPineRidgeimprovementsbymidJuly

•  YanktonimprovementprojectnearingcompleEon

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StrategicPlanning

DepartmentoftheInteriorissuedguidanceonreviewandupdateofStrategicPlan•  StrategicPlansofBureausandOfficesalignandsupportbroadDepartmentalgoals

•  OSTwillconductreviewofexisEngplaninpreparaEonforupdatedFY2018-2022Plan

•  LookforopportuniEestocollaborateandcoordinateacEviEesacrossprograms,eliminaEngduplicaEonoroverlap

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Page 3: Office of the Special Trustee for American Indians05 Presentation Office of Special Trustee May 2015.pptx Author: Amber Ebarb Created Date: 5/9/2016 3:42:08 AM

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FinancialEducaEon

GeneraEonIndigenousNaEveYouthSymposiumatthePuebloofIsletaonApril26,2016•  SponsoredbyFINRA,PuebloofIsleta,OST,andmulEplefinancialinsEtuEons

•  Over200adultsand104youthajended•  FocusonapproachestoexpandingopportuniEesfornaEveyouth–  RoleoffinancialeducaEon

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FinancialEducaEon

•  SymposiumincludedmulEpleworkshopsandpaneldiscussions

•  PanelparEcipantsfromabroadspectrumofbackgrounds

•  SpecialTrusteeprovidedopeningremarks

•  Keynotespeaker:WilliamMendoza

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FinancialEducaEon

•  NaEveyouthplayedtheSpendingFrenzymoneygame

•  OSTstaffmoderatedpaneldiscussions–  EducaEonalOpportuniEesforNaEveAmericanyouth

–  CareeropportuniEesandworkforcedevelopment–  Personalcreditandlending

•  SeveralTribesexpressedinterestinhosEngsimilarevents

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“SpendingFrenzy”parEcipantsbuyingacar

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InvesEng101WorkshopParEcipants

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“SpendingFrenzy”parEcipantsearningincomefrominvestments

Page 4: Office of the Special Trustee for American Indians05 Presentation Office of Special Trustee May 2015.pptx Author: Amber Ebarb Created Date: 5/9/2016 3:42:08 AM

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QuesEons? Thankyou!