Attachment 1 - Question Justification Sheet 1006-0023

Reclamation
Use Only
Section

Question on the RRA Form

Date requested

Provides a record of when the landholder was asked to complete the form.

X

X

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District name

Identifies the district in which the landholder holds land.

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X

X

X

Entity name

Identifies the landholder being asked to complete the form.

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X

1

1

1

2
3

5

1

2
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4

2

4

Entity (trust, organization) name
Entity (trust, organization) address
Total landholding in the district

Landholder Section

Reason for Collecting this Information

Item Numbers of the Forms on
Which the Question Appears
Limi
te
Iden d Recipi
tifica
ent
tion
Shee
Trus
t
t Info
rmat
i
on
Shee
t
Publ
Infor ic Entity
mati
on S
heet
Relig
ious
Char
or
Iden itable Or
tifica
g.
tion
Shee
t

OMB Control No. 1006-0023, "Forms to Determine Compliance by Certain Landholders" [formerly titled "Limited Recipient Identification Sheet, Trust
Information Sheet, and Public Entity Information Sheet for Acreage Limitation, 43 CFR part 426 and the Act of July 7, 1970, Public Law 91-310"]
Supporting Statement Question 2 (Attachment 1)

Identifies the landholder completing the form; particularly useful in the event
that the landholder uses a different or more specific name than is known by
Reclamation.
Establishes the landholder's proximity to the land.
Identifies the number of acres the landholder holds in the district.

State or country where the entity (trust) is
established or registered

Allows determination of proper entitlements. The country in which a foreign
entity landholder is registered or established can affect eligibility and
entitlements if the country has a certain treaty(ies) with the U.S.

4

Receipt of Reclamation irrigation water on or
before October 1, 1981; date on which, and
district in which, such water was received

Ascertains whether a limited recipient's nonfull-cost entitlement is 320 acres
(received Reclamation irrigation water on or before 10-1-81) or 0 acres
(received water after 10-1-81).

5

Acres held in other districts and the name of
those districts
Wholly owned subsidiary or parent entity
identification
Benefiting of 26 or more natural persons
Date trust was established
Trust's employer identification number
Legal description of the land held in trust

Identifies the quantity and location of other westwide landholdings that
count against a limited recipients acreage limitation entitlements.
Identifies other entities whose landholdings count against the limited recipient,
or whose landholdings should include land held by the limited recipient
Determines whether an entity is a limited or qualified recipient, which affects
entitlements
Documents date land began to be held by the trust
Facilitates identification of the trust
Identifies the specific land parcels that are attributable to the trust

Page 1 of 4

6

6

7
8
2
3
7

Landholder Section

Question on the RRA Form

Reason for Collecting this Information

Item Numbers of the Forms on
Which the Question Appears
Limi
te
Iden d Recipi
tifica
ent
tion
Shee
Trus
t
t Info
rmat
i
on
Shee
t
Publ
Infor ic Entity
mati
on S
heet
Relig
ious
Char
or
Iden itable Or
tifica
g.
tion
Shee
t

OMB Control No. 1006-0023, "Forms to Determine Compliance by Certain Landholders" [formerly titled "Limited Recipient Identification Sheet, Trust
Information Sheet, and Public Entity Information Sheet for Acreage Limitation, 43 CFR part 426 and the Act of July 7, 1970, Public Law 91-310"]
Supporting Statement Question 2 (Attachment 1)

Land held by the trust in other districts (district
name and acres held)

Identifies land held in multiple districts for attribution determination purposes.
In cases where Reclamation conducts its required trust review from the Trust
Information Sheet in lieu of actual trust documents, this information provides
what Reclamation would normally have to ascertain from the actual trust
documents.

7

Names and percentage of interest of current
beneficiaries

Identifies the current beneficiaries of the trust, and the percentage of interest
each hold in the trust for attribution determination purposes. In cases where
Reclamation conducts its required trust review from the Trust Information
Sheet in lieu of actual trust documents, this information provides what
Reclamation would normally have to ascertain from the actual trust
documents.

8

Names of current trustees

Names of grantor(s) [creator(s)]

Identifies the trustees for attribution determination purposes. In cases where
Reclamation conducts its required trust review from the Trust Information
Sheet in lieu of actual trust documents, this information provides what
Reclamation would normally have to ascertain from the actual trust
documents.
Identifies the grantor(s) for attribution determination purposes. In cases
where Reclamation conducts its required trust review from the Trust
Information Sheet in lieu of actual trust documents, this information provides
what Reclamation would normally have to ascertain from the actual trust
documents.

Page 2 of 4

9

10

Landholder Section

Question on the RRA Form

Reason for Collecting this Information

Item Numbers of the Forms on
Which the Question Appears
Limi
te
Iden d Recipi
tifica
ent
tion
Shee
Trus
t
t Info
rmat
i
on
Shee
t
Publ
Infor ic Entity
mati
on S
heet
Relig
ious
Char
or
Iden itable Or
tifica
g.
tion
Shee
t

OMB Control No. 1006-0023, "Forms to Determine Compliance by Certain Landholders" [formerly titled "Limited Recipient Identification Sheet, Trust
Information Sheet, and Public Entity Information Sheet for Acreage Limitation, 43 CFR part 426 and the Act of July 7, 1970, Public Law 91-310"]
Supporting Statement Question 2 (Attachment 1)

Trust is in writing

11

Current beneficiaries and their interests in the
trust are identified in the trust document

11

Trust is revocable, and if so, the trust specifies
who will hold to the land upon revocation

11

These questions are required to determine whether the land held in trust must
be attributed to the beneficiary(ies), the trustee(s), or in certain cases the
Beneficiaries are 18 years of age and subject to
grantor(s). This information is also required to identify indirect landholders
the discretionary provisions
and determine (1) how much land held by the trust is eligible to receive
Reclamation irrigation water, and (2) the appropriate rate for such deliveries.
Land held in trust, when combined with other
landholdings, exceeds appropriate nonfull-cost Entitlements of the attributed parties may affect the eligibility of land held by
trusts or estates to receive Reclamation irrigation water. In cases where
entitlement of the beneficiaries, grantor, or
parents or guardians of any beneficiary who is Reclamation conducts its required trust review from the Trust Information
18 or younger and subject to the discretionary Sheet in lieu of actual trust documents, this information provides what
Reclamation would normally have to ascertain from the actual trust
provisions
documents.
Trust landholdings include acquisition or
disposition of land subject to secretarial price
approval (excess land)
Land held in trust benefits limited recipient
entities or prior law entities that benefit more
than 25 persons
Public entity is a federal entity or a public
Ascertains whether a some or all of the public entity's landholdings may be
school district
subject to the acreage limitation provisions.
Public entity acquired or began to lease land
from another party after December 31, 2004.

Ascertains further whether some or all of the public entity's landholdings may
be subject to the acreage limitation provisions.

Page 3 of 4

11

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11

11
3
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5

Question on the RRA Form

Attestation
Section

Landholder Section

District name, number of owned acres, and
number of leased acres for any land the public
entity acquired or began to lease from another
party after December 31, 2004
Total number of owned acres
Total number of leased acres
Total number of owned and leased acres
Land used for purposes other than the
purposes specified in the regulations
District name, legal description, number of
acres, purpose for which the land is used, and
total number of acres
Revenue received from crops or lease
payments
Receipt of Reclamation irrigation water on or
before October 1, 1981, and the district in
which such water was received

Reason for Collecting this Information

Item Numbers of the Forms on
Which the Question Appears
Limi
te
Iden d Recipi
tifica
ent
tion
Shee
Trus
t
t Info
rmat
i
on
Shee
t
Publ
Infor ic Entity
mati
on S
heet
Relig
ious
Char
or
Iden itable Or
tifica
g.
tion
Shee
t

OMB Control No. 1006-0023, "Forms to Determine Compliance by Certain Landholders" [formerly titled "Limited Recipient Identification Sheet, Trust
Information Sheet, and Public Entity Information Sheet for Acreage Limitation, 43 CFR part 426 and the Act of July 7, 1970, Public Law 91-310"]
Supporting Statement Question 2 (Attachment 1)

Ascertains further whether some or all of the public entity's landholdings may
be subject to the acreage limitation provisions. Separates land that may be
subject to the acreage limitation provisions into owned land versus leased
land in order to correctly apply such land toward a public entity's acreage
limitation entitlements.

6

Calculates land that may be subject to the acreage limitation provisions
(owned land versus leased land) in order to correctly apply such land toward
a public entity's acreage limitation entitlements.

6a
6b
6c

Ascertains further whether some or all of the public entity's landholdings may
be subject to the acreage limitation provisions.

7

Ascertains further whether some or all of the public entity's landholdings may
be subject to the acreage limitation provisions.

8

Ascertains further whether some or all of the public entity's landholdings may
be subject to the acreage limitation provisions.

9
10
11

Establishes the nonfull-cost entitlement of the public entity (organization)

6

Tax exempt status under section 501 of the
Internal Revenue Code

Ascertains whether an organization qualifies for special application of the
RRA provisions, or should instead be treated as a limited recipient entity for
acreage limitation purposes.

5

Use of produce or proceeds therefrom,
operation or lease of land to other parties, net
earnings that benefit a private shareholder or
individual

Ascertains whether an organization qualifies for special application of the
RRA provisions, or should instead be treated as a limited recipient entity for
acreage limitation purposes.

7a
7b
7c

Name, signature, date, address, telephone
number, relationship to the entity

Authenticates the form, provides necessary identification information, and
serves as confirmation of the accuracy of the information provided.

Page 4 of 4

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