Consolidation of Examination Case Selection and Assignment in the Tax Exempt and Government Entities Division Created Benefits, but Additional Improvements Are Needed

The Commissioner, TE/GE Division, should develop reorganization guidance that includes the requirement for measurable metrics and data collection for future reorganizations and use the results to identify needed improvements.

The Director, CP&C, should develop performance metrics and data collection methods to measure progress towards current business unit goals that support the IRS's strategic objectives and use this information to improve processes.

The Commissioner, TE/GE Division, should include in its business unit-specific reorganization guidance, pursuant to Recommendation 1, a comprehensive communication strategy and the expectation for a designated, dedicated leader responsible for implementation of proposed reforms during the transition.

The Director, CP&C, should explore a process improvement to determine if it is feasible and cost effective to validate whether cases include the identified issues prior to assignment.

The Commissioner, TE/GE Division, should explore the feasibility of reassigning resources from compliance functions to the CP&C function to improve the efficiency of identifying, classifying, and monitoring productive examination workloads related to all TE/GE functions.