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Judicial Watch • JW v. IRS March 2017 documents 00220 pg 21

JW v. IRS March 2017 documents 00220 pg 21

JW v. IRS March 2017 documents 00220 pg 21

Page 1: JW v. IRS March 2017 documents 00220 pg 21

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Number of Pages:1

Date Created:April 4, 2017

Date Uploaded to the Library:April 04, 2017

Tags:screen, wortjng, potenbal, Labels, Screening, Acting, 00220, 2017, current, Memorandum, process, policy, documents, IRS


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Exhibit
DEPARTMENT THE REASURY
.....-. ... n~NA~ ~H~ ~v,, GTDN ...
August
MEMORANDUM FOR SENIOR MANAGE RULINGS AGREEMENTS
FROM:
Karen Schiller
Acting Director. ngs and Agreements
SUBJ ECT:
DetemJinations Dassincabon Process recent months. numerous changes lIa~e IJeefl made our initia screening process
fOf prelimi nary categorizabon and case referrals. wanted taKe moment reiterate
tile current policy and toudl some our current eflorls conbnuously impro~ this
process Acting Commissioner Danny Werfei llas said. the IRS has taKen decisi~ action
eliminate tile use inappropriate political labels the screen ing 1(c)(4
applications IRS policy now ear that screen ing based activity. not~
name. TIle new steps and current policies were ounined tile une report ....h ich
noted: the at>sence BOLO lists. the Determ inations Unit ....;11contin LJe screen fOf
inlormation anecting the detemJination applications lor tax exempt status, including
activity tied pol itical campaign intefVention. but \oiM done \oithout regard
specific labels any Kind TIle 3O-day report also renects the June 20. 2013.
memorandum, which was issued omcially suspend the use the BOLO list tile
screen ing process
Also. you are aware. tile Lean Six Si!)na team has been wortJng identity se~ra
potenbal process impro~ements aJld \oi wortJng the corning weeKS develop
potenbal imprOlements the screening process These ideas \oill piloted and
suDseq LJently evaluated ensure they provide the necessary safeguards tile process
....h ile provid ing benefits the overall efliclency aJld success the screening eflorts.
MlUld ask you conbnLJe Keep your ideas and suggestions coming the team IOf
considefation continue improve our screening aJld application review
processes
ThanKs again for your contiooed dedication and liard work
56385-002
IRS-JW220-020352