1. Acquisitions & Disposals
TAAMS A&D Module

2. What is TAAMS? TAAMS – Trust Asset and Accounting Management System
It is a comprehensive web-based software used by BIA nationwide to manage trust and restricted real property
TAAMS access requires:
Successful Completion of a Federal Background Check for users
Sufficient Internet/Network Capabilities
TAAMS User Name (Provided by CGI – Government Contractor)
TAAMS Training (Provided by CGI – Government Contractor)

3. TAAMS Acquisitions & Disposals Module – Nationwide Initiative
August 13, 2018 Memo from the Acting Director, BIA
The A&D Module is designed to track, streamline, standardize, and document the step-by-step process for conveyance transactions
Standardization of the business process
Timely and accurate completion of title conveyances
Minimizing potential for title defects with system generated deed

4. TAAMS Acquisitions & Disposals Module – Nationwide Initiative
Nationwide training of the A&D Module began in August, 2018, at BIA Midwest Region. Training for TAAMS users should be completed by the end of the year
As each region is trained, the offices/staff go live, meaning that they are mandated to utilize TAAMS A&D Module for processing transactions
Alaska Region TAAMS training concluded on October 25, 2018

5. Changes in Conveyance Transaction Process – Big Picture
Until this point, the A&D programs have consisted of manual processes.
A&D Module provides system generated forms, letters, and deeds
Processes that must now be done in TAAMS: Negotiated Sales, Advertised Sales, Gift Deeds, Partitions, and Removal of Restrictions
System prompted timelines to ensure transactions do not linger unnecessarily
Approval of transactions by the approving official (Regional Director or Superintendent) is done in TAAMS with an electronic signature
All case documents will be scanned into TAAMS

6. Changes in Conveyance Transaction Process – Realty Service Provider -RSP
Pending Cases – Grantor has NOT signed deed yet:
RSP to complete Pending Case Summary Report and submit to BIA - After providers conference
System generated deed will be used
Pending Cases – Grantor has ALREADY signed deed:
RSP to complete Pending Case Summary Report and submit to BIA
Do not need to use system generated deed but case will be backfilled into the system
New Cases:
RSP to complete New Case Summary Report and submit to BIA as soon as possible after grantor initiates transaction
Entire case will be processed in the system

7. Information Needed to Initiate Case
Land Area Code where parcel is located
Native allotment? Townsite lot?
Grantor name and mailing address
Whether land is remaining in restricted status
What type of transaction you are handling
If a negotiated sale, is it below FMV?
Name, title, and contact number for specialist handling case
We will eventually need to know:
What land is being conveyed
Name(s), mailing address(es) for Grantee(s)
Appraisal information, if applicable

8. General Information Needed to Initiate Case
Land Area
Grantor Name and Mailing Address

9. General Information Needed to Initiate Case
Is Land Staying in Restricted Status?
Sale Below FMV?
Transaction Type: Gift? Neg. Sale? Ad. Sale? Partition? Removal of Restrictions?

10. General Information Needed to Initiate Case
Dates When Tasks Were Completed
Name, Title, Contact Number of Person Working Case

11. General Information Needed to Initiate Case
Which Tract is he/she Conveying?

12. General Information Needed to Initiate Case
Who is/are the Grantee(s)?

13. General Information Needed to Initiate Case
Regular communication between BIA and realty service providers must be a priority.
Conveyance transactions need to be communicated to BIA immediately to allow for case encoding into TAAMS.
Defects identified on title that involve the legal description or the grantor will need to be cleaned up prior to doing conveyance.
System generated deeds will be required to be used.
New deeds look very different from our current deeds
Legal descriptions are being pulled directly from TAAMS
Deeds cannot be generated until case encoded into system and application reviewed and approved

14. Tools for Initiating A&D Process Change
Standard Operating Procedure (draft to be provided)
Pending Conveyance Transaction Summary Report
This form will be phased out upon completion of cases pending on December 3, 2018
New Conveyance Transaction Summary Report
System generated forms, letters, and deeds available for use
We will be updating our regional checklists
Continue work on TAAMS access and connectivity
System generated reports will pull data on accomplishments, timelines, monitoring of conveyance applications, and case status

15. Questions? Cyril J. Andrews, Jr. Alaska Regional Realty Officer
Michelle Watchman
Realty Specialist, National A&D User Group