Reviewing CIPs for content and ensuring all appropriate individuals have approved or concurred with the CIP,

Assigning Project and ERCS tracking codes for monitoring purposes,

Preparing CIP authorization requests, status reports and termination reports to ensure requirements are met,

Providing guidance, assistance, oversight and monitoring for all CIP activity within the area/field compliance services to ensure actions are completed timely, procedures are followed, and objectives are met,

Ensuring data used to develop the project is clearly identified, available, and evaluated for accuracy,

Ensuring data is timely returned or disposed of properly,

Preparing special reports when necessary,

Maintaining ROTERS for each project and making them available for status reports, termination reports, and special reports when necessary,

Monitoring progress on projects and reporting issues or concerns to the PSP Area Support Manager/Field Support Services Examination Manager or delegate,

Ensuring technical issues have been coordinated with Appeals and Counsel, if appropriate, and results are documented in the authorization request, and

When required or appropriate, coordinating workload identification and delivery with the other divisional analysts.

Ensuring the CIP has been reviewed by Disclosure,

Coordinating with the Compliance Strategy Council (CSC) Meeting planner to ensure the CSC considers the CIP,

Ensuring Operations Support reviews the CIP prior to presenting the CIP to the CSC,

Forwarding a signed copy of the CIP to all parties once the CIP is final/approved, and

Maintaining ROTERS for each project and making them available for status reports, termination reports, and special reports when necessary.

Reviewing all CIPs that are submitted by the W&I Campus Field Compliance Service,

Forwarding a signed copy of the CIP to all parties once the CIP is final/approved, and

Maintaining ROTERS for each project and make them available for status reports, termination reports, and special reports when necessary.

Designating an area CIP Coordinator who will report to the PSP Territory Manager/Workload Planning & Analysis Program Manager.

Reviewing CIP authorization requests, status reports and termination reports to ensure:

Ensuring that proper alternative treatments are included in the authorization request.

Conducting annual reviews.

Providing information for the preparation of the project authorization, if requested.

Timely reviewing project authorizations to ensure time frames are reasonable, resources are available when needed, and actions are completed according to schedule.

Coordinating with the function/unit that originates the project to determine what involvement by TEC is appropriate.

Providing information for the preparation of project authorization, if requested.

Timely reviewing authorization requests to ensure TEC time frames are reasonable and resources can be available when needed.

Providing guidance and suggestions on alternative treatments.

Reviewing and approving all CIPs.

Determining when a CIP requires the LMSB Commissioner’s approval.

Determining if a CIP affects another division and will require concurrence/approval.

Documenting decisions and sharing information with affected parties via appropriate channels.

Reviewing CIP authorization requests to ensure they comply with privacy, security, and disclosure requirements.

Monitoring and reviewing projects and raising issues of data security, taxpayer privacy, and disclosure according to IRM 11.3, Disclosure of Official Information.

Providing data and special assistance (for example, developing measures, developing methodology, providing statistical or other analysis, etc.) if requested by the originating function.

Ensuring security, privacy and disclosure guidelines are followed, including the acquisition, use, and safeguarding of taxpayer data and the protection of taxpayer privacy.

Ensuring proper oversight, adherence to procedures, and timely completion of projects.

Approving all CIPs (SB/SE Only)

Setting divisional standards and policies for the authorization and implementation of CIP’s.

Providing oversight direction and review to ensure guidelines and procedures are followed.

Providing assistance to the field offices if needed.

Keeping field functions informed about new issues, current projects etc.