IRM 3.30.30 provides a method to monitor, measure, and improve the Quality of Work throughout Submission Processing using a web-based system EQSP accessed through the IRS Intranet.

The Submission Processing’s Quality Section is responsible for the information in the IRM. The Quality-section makes the necessary changes on a yearly basis.

The Director of Submission Processing is responsible for policy related to this IRM.

The team manager is responsible for ensuring the IRM is timely submitted to Publishing each year.

Program Reports: The EQSP reports in this IRM capture specific defect information. The reports provide data to assist with SP work process improvements initiatives. A list of the reports on EQSP are listed below:

Program Effectiveness: The Program Effectiveness is determined by measuring and improving program effectiveness for Submission Processing by identifying problems and eliminating the potential for errors.

The table lists commonly used acronyms and their definitions.

The EQSP System is accessed through the Microsoft’s Edge browser, in the address window type https://eqsp.enterprise.irs.gov:8443/eqsp/login/login.jsp.

The Submission Processing Research Portal web page which contains revisions and updates to the IRM procedures is http://serp.enterprise.irs.gov/databases/portals.dr/portals_toc.htm.

The website for the Submission Processing manuals is http://publish.no.irs.gov/pubsys/irm/numind.html.

It is important that all campuses adhere to the policy and procedures set forth in this IRM to ensure EQSP is administrated consistently at all sites.

An IRM deviation request must be submitted in writing following instructions in IRM 1.11.2.2, Internal Management Documents System- Internal Revenue Manual (IRM) Process, IRM Standards, and elevated through the appropriate channels for executive approval.

Operation 12, Statistics of Income, Functions include:

Operation 31, Receipt and Control, Functions include:

Operation 32, ITIN, Functions include:

Operation 34, Document Perfection, Functions include:

Operation 35, Data Conversion, Functions include:

Operation 36, Input Correction, Functions include:

Operation 37, Accounting, Functions include:

Quality Review program's primary objective is to identify problems and eliminate potential for errors in the Submission Processing System. Quality Review data provides the basis for:

Individual Performance Review process is designed to collect data from employee work and provide feedback for individual performance evaluations (ratings), ranking for promotions, awards, and release recall.

Annually, employees selected for the quality reviewer role must complete the most recent Integrated Talent Management (ITM) Course 12182, "Embedded Quality for Submission Processing (EQSP) Reviewer Training".

The annual training must be completed between January 1 and March 31 or prior to the reviewer performing quality reviews.

The quality manager (or designee) will conduct an Embedded Quality for Submission Processing (EQSP) Reviewer Training session annually for all quality reviewers (including quality lead) on their assigned team to complete ITM course 12182. The quality manager (or designee) will submit a listing of the attendees to the Centralized Delivery Services (CDS) for employees’ recordation in the ITM system.

Quality Reviewers are required to complete individual review and record review results in the EQSP System.

Quality Reviewers should:

The quality reviewer should completely review the designated sample of an employee’s work to determine how well they have followed IRM procedures and guidelines.

A number of IRMs impact the work done by employees in the Submission Processing Centers. Refer to IRM Numerical Index Part Three. Visit http://publish.no.irs.gov/pubsys/irm/numind.html ), for a list of Submission Processing manuals.

The Servicewide Electronic Research Program (SERP) - Submission Processing (SP) Portal web page, which contains revisions and updates to the IRM procedures is located at: http://serp.enterprise.irs.gov/content/portals/portals.html.

Reviewers use various IDRS command codes to review cases. Refer to IRM Numerical Index Part Two. Visit the Website http://publish.no.irs.gov/pubsys/irm/numind.html IRM 2.3, Terminal Responses, and IRM 2.4, Terminal Input, for a complete list and instructions of all IDRS command codes.

Local procedures are deviations from the IRM. Only local procedures approved by Headquarters Program Management can be considered when evaluating quality.

The Quality Review Results are entered into the EQSP System as the following Review Types:

Individual Performance reviews are samples of an employee’s completed work for measured sample plans including High Quality Work (HQW).

Product reviews are used when work sampled for feedback does not need to be associated to an individual. The results are provided to groups of employees, managers, and management officials for analysis, trending, and process improvements.

Team Defect review type is used to record defective documents identified in an employee's completed sampled work when charging defects to a team. Team Defects include Multiple Identical Defects and procedural or systemic defects removed from the employee and charged to the Team. Team Defects do not count towards an employee's measured performance rating.

Defects are considered multiple identicals when a quality reviewer identifies the same error on every document that the opportunity for error in available on within the sample. Multiple identical defects are entered into EQSP as follows:

Procedural or Systemic defects are removed from the employee and charged to the team when defects are attributed to training program deficiencies, incurred due to procedural changes not shared with the employee, or a result of systemic deficiencies rather than a result of employee actions or inactions.

In these cases:

Managerial/OJT reviews are used to assess an employee job performance, identify training needs, determine job readiness, and monitor employee's procedural skill. These samples are typically 100 percent reviewed during an initial training or when additional coaching is required (samples are reviewed after the work has been subject to Individual Performance Review).

See IRM 3.30.20, OFP Code List, for appropriate Work Planning & Control (WP&C) Organization, Function, and Program (OFP) time reporting codes.

See the table below for a list of valid OFP codes for EQSP.

The first step to accessing the EQSP System is to open the Edge browser, and in the address window type: https://eqsp.enterprise.irs.gov:8443/eqsp/login/login.jsp.Then click the "Enter" key on the keyboard. Then the User may login by clicking on the User Login Single Sign On Authentication button, see: Exhibit 3.30.30-10.

The system role is determined by job function. Your specific profile determines which actions you are allowed to perform in EQSP. See Exhibit 3.30.30.9, Roles and Permissions - Responsibilities, and IRM 3.30.30.5, System Profile (Permissions).

Listed below are some navigational shortcuts:

If you have problems accessing or using EQSP, contact your Site Improvement Specialist.

To access the Manager Main Menu Screen (Figure 3.30.30-1), login to the EQSP System. For instructions see IRM 3.30.30.4.1, Accessing the EQSP System.

The Manager Main Menu Screen contains a menu option for managers to enter and edit employee's information, e.g., SEID, Work Status Code, Operation, Department. This information is the Employee’s Profile.

Figure 3.30.30-1

Manager's Main Menu Screen for (EQSP) displays nine Manager's action buttons and hyperlinks at the top of the screen.(START) From the top left: Profiles, Create Sample, Search Reviews, Reports, MEPS, Release/Recall, and Logout (END).

Please click here for the text description of the image.

The Manager's action buttons and hyperlinks are listed below:

The Proxy Role allows a managerial role to be granted to another user (the grantee) for a specified length of time.

The ability to grant or receive a proxy is limited to:

Once assigned, proxies give the grantee the same permissions and level of access to the system as if the role was the grantee’s home assignment (original role).

After logging into EQSP, this functionality also allows the grantee to either select a proxy or return to their assigned role.

The grantee’s home assignment must be in the same organizational structure as the proxy grantor.

There are several menu options shown on the Reviewer's Main Menu Screen. See Figure 3.30.30-10.

Figure 3.30.30-10

Reviewer's Main Menu ScreenReviewer's Main EQSP Menu action buttons and hyperlinks are at the top of the screen: (START) From the top left: Profiles, Create Sample, Search Reviews, and Logout (END).

Please click here for the text description of the image.

The menu options are listed below.

The Individual Quality Review is a process designed to sample an employee’s completed work for the purpose of providing feedback to the employee and providing the basis for evaluation of the employee’s performance on the measured CJE Business Results-Quality.

The Recommended Annual Sample (RAS) is the recommended number of reviews required for each OF a measured employee works during the employee’s annual rating period, regardless of the number of programs worked or the length of the season.

The RAS is 260 documents for each OF per employee. Additional documents can be sampled but the annual sample should remain as close as possible to the RAS. IF the RAS is reached prior to the end of an employee’s rating period, sampling may be decreased, but it must continue.

Valid individual quality review sampling includes random sampling to ensure the sample adequately represents an employee’s actual performance and therefore is taken on a continuous basis (generally weekly) throughout the employee's rating period.

Management provides the Quality Team with a weekly recommended sample size for each employee. The Quality Team pulls the sample based on the sample request.

The recommended weekly sample is four samples for each OF the employee works during the week, pulled across the week. (A sample contains at least one document but there is no limit to the maximum number of documents in a sample.)

A Sampling Report is available in the EQSP system (MEPS Menu). The Sampling Report is created by Team Managers and by Quality Managers and is utilized to monitor and adjust an employee's sample size. The MEPS Sampling Report can be exported to Excel and serves as the weekly sample pull sheet. See IRM 3.43.405 for information on MEPS Sampling Report.

Review results for all documents within a sample are input to EQSP with the same Sample Pull ID and require the same review date.

When quality review results for an OF produces an accuracy rate of 97.0% or higher, the work is considered High Quality Work (HQW) and sampled as High Quality Function (HQF).

HQF is sampled as OF/Product Review rather than Individual Quality Review because it does not require the same degree of sampling as work producing a lower accuracy rate.

HQF is sampled randomly from all work processed within the function on a continuous basis (generally weekly) throughout the quarter.

HQF sampling requirements for an OF for the quarter are:

Review results for High Quality Work samples are entered into EQSP as Employee Review (employee SEID). The EQSP System recognizes the Operation/Function work as HQF and, if the employee has met Learning Curve, only High Quality Review and Managerial Feedback are available review types for the reviewer’s selection.

Random sampling must include any work processed within the function (from all shifts) throughout the week at a minimum of four days per week.

High Quality Function (HQF) review results are input to EQSP as Individual Performance Reviews (employee’s SEID) with the same Sample Pull ID for each document within the sample and must reflect the same review date for each document within the sample.

The Single Event Sample Pull provides real-time feedback on an employee's quality performance. See Figure 3.30.30-20.

Figure 3.30.30-20

Single Event Sample Pull ReportSingle Event Sample Pull Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, Back To List, and Back To Searched Review List (END).Below the title EQSP, (center of page) are two rows: Title: “Single Event Sample Pull Report”, then the “Sample Pull:” number.Next, the Single Event Sample Pull Report header includes the following rows information (START) from the Left: Employee SEID, Review Date and Employee Initials line; Team, Review Type, and Date line; Total DCI Sample and Report Run Date; and Total Defective DCIs.The next row has the DCI Details title (center page) followed by two rows of information (START) from the Left: OFP and Defect Count.The next row has the Defect Details title (center page) followed by rows of “DCI # – “headers, with each “DCI # – “ header is followed by a row of additional headers with the information of (START) from the Left: Form, Section, Location, Opportunity, Defect Type, Defect Description, Defects and IRM Ref (END).

Please click here for the text description of the image.

Team Managers must provide the employee with a copy of the report.

The table below describes each item shown on the Single Event Sample Pull.

The Employee Report provides individual employee quality data for a specific time period, defined by the date parameters input on the Reports Selection Screen. It displays quality performance and feedback by all review types and OFP combinations. See Figure 3.30.30-21.

Figure 3.30.30-21

Employee Report Employee Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END).Below the title: EQSP, (center of page) is the title: “Employee Report”. Below the “Employee Report” title is the Employee Report header consisting of two columns (Left and Right).The Left-column of the Employee Report header consist of the following rows of information: (TOP) Period Covered, Name, Employee SEID, Grade, and Team (END).The Right-column of the Employee Report header consist of four columns and five rows of information, (START) from the left: Review Type (has five rows: Individual Performance, High Quality, Team Defect, Learning Curve and Managerial/OJT); and for each ‘Review Type’, columns, DCIs (Number), Def DCIs (Number), and Accuracy (percentage) (END).Next, the Employee Report shows headers for: OFP, Review Type and followed the Sample Pull Count, Total DCIs, and Total Defective DCIs information.For each OFP, the ‘Defect Details’ headers include: Form, Section, Location, Opportunity, Defect Type, Defect Description, Total Defects.

Please click here for the text description of the image.

Managers and/or Leads may share this report with the employee:

The table below describes each item shown on the Employee Report.

The Team Report provides quality data for a defined period of time. The Report displays quality performance and feedback by all review types and OFP combinations within the designated period of time. See Figure 3.30.30- 22.

Figure 3.30.30-22

Team Report Team Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END). Below the title: EQSP, (center of page) is the title: “Team Report”. Below the “Team Report” title is the Team Report header consisting of two columns (Left and Right).The Left-column of the Team Report header consist of the following rows of information: (TOP) Period Covered, Run Date, Operation, Department, Team, DCIs, Defective DCIs, and Accuracy (with the note of: “* Used in Accuracy calculation”) (END). The Right-column of the Team Report header consist of four columns and eight rows of information, (START) from the left: Review Type (has seven rows: *Individual Performance, *High Quality, *Team Defect, Learning Curve, Managerial/OJT, Product, and Total); and for each ‘Review Type’, columns, DCIs (Number), Def DCIs (Number), and Accuracy (percentage) (END).Next, the Team Report shows the title “Top five Defects” (Center page), and the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END). Next title “Employee Summaries” or “Managerial/OJT Summaries” (Center page), and the next rows displays the ‘Employee Name headers for each employee (with the employee’s SEID in round brackets); followed the next having the information of (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END).

Please click here for the text description of the image.

This report contains performance information for all employees on the team. The manager and/or lead should use this report to:

The table below explains each item shown on the Team Report.

The Department Report provides departmental quality data for a specific time period defined in the date parameters on the Reports Screen. The Report displays quality performance by all Review Types and OFP combinations within the designated period of time. See Figure 3.30.30-23.

Figure 3.30.30-23

Department ReportDepartment Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END).Below the title: EQSP, (center of page) is the title: “Department Report”. Below the “Department Report” title is the Department Report header consisting of two columns (Left and Right).The Left-column of the Department Report header consist of the following rows of information: (TOP) Period Covered, Run Date, Operation, Department, Team, DCIs, Defective DCIs, and Accuracy (with the note of: “* Used in Accuracy calculation”) (END).The Right-column of the Department Report header consist of four columns and eight rows of information, (START) from the left: Review Type (has seven rows: *Individual Performance, *High Quality, *Team Defect, Learning Curve, Managerial/OJT, Product, and Total); and for each ‘Review Type’, columns, DCIs (Number), Def DCIs (Number), and Accuracy (percentage) (END).Next, the Department Report shows the title “Top five Defects” (Center page) for the Department, and the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END).Next title “Team Summaries” and next row with the title of the Team’s OFPs (Center page), and the next rows displays the ‘Team’ header for each team (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END). Follow by the ‘Team’ and ‘OFP’ headers for each team (Team number and OFP) and the next row having ‘Team’ header with the next row having the information of (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END). With the next row showing the Team’s “Top five Defects” with headers (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END).

Please click here for the text description of the image.

This report should be used to:

The table below explains each item shown on the Department Report.

The Operation Report provides operational quality data for a specific period of time. The Report displays quality performance by all review types and OFP combinations. See Figure 3.30.30-24.

Figure 3.30.30-24

Operation ReportOperation Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END). Below the title: EQSP, (center of page) is the title: “Operation Report”. Below the “Operation Report” title is the Operation Report header consisting of two columns (Left and Right).The Left-column of the Operation Report header consist of the following rows of information: (TOP) Period Covered, Run Date, Site, Operation, Department, Team, DCIs, Defective DCIs, and Accuracy (with the note of: “* Used in Accuracy calculation”) (END). The Right-column of the Operation Report header consist of four columns and eight rows of information, (START) from the left: Review Type (has seven rows: *Individual Performance, *High Quality, *Team Defect, Learning Curve, Managerial/OJT, Product, and Total); and for each ‘Review Type’, columns, DCIs (Number), Def DCIs (Number), and Accuracy (percentage) (END). Next, the Operation Report shows the title “Top five Defects” (Center page) for the Operation, and the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END). Next title “Department Summaries” and next row with the title of the Department’s OFPs (Center page), and the next rows displays the ‘Department’ header for each Department (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END). Follow by the ‘Department’ and ‘OFP’ headers for each Department (Department number and OFP) and the next row having ‘Department’ header with the next row having the information of (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END). With the next row showing the Department’s “Top five Defects” with headers (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END).

Please click here for the text description of the image.

This report should be used to:

The table below explains each item shown on the Operation Report.

The Site Report provides operational quality data for a specific time period. The Report displays quality performance by all review types and OFP combinations. See Figure 3.30.30- 25.

Figure 3.30.30-25

Site Report Site Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END).Below the title: EQSP, (center of page) is the title: “Site Report”. Below the “Site Report” title is the Site Report header consisting of two columns (Left and Right). The Left-column of the Site Report header consist of the following rows of information: (TOP) Period Covered, Run Date, Site, Department, Team, DCIs, Defective DCIs, and Accuracy (with the note of: “* Used in Accuracy calculation”) (END). The Right-column of the Site Report header consist of four columns and eight rows of information, (START) from the left: Review Type (has seven rows: *Individual Performance, *High Quality, *Team Defect, Learning Curve, Managerial/OJT, Product, and Total); and for each ‘Review Type’, columns, DCIs (Number), Def DCIs (Number), and Accuracy (percentage) (END). Next title “DCI Details” and next row with the title of the Operation number (Center page), and the next rows displays the ‘Operation’ header for each Operation (START) from the left: Total DCIs, Total Defective DCIs, and Total Defects (END). Follow by the next row shows the title “Top three Defects” (Center page) for the Operation, and the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END).

Please click here for the text description of the image.

This report should be used to:

The table below explains each item shown on the Site Report.

The EQSP Defect Summary Report provides functional quality data for a defined period of time. The Report displays functional quality performance by all review types and OFP combinations within the designated period of time. See Figure 3.30.30-26.

Figure 3.30.30-26

EQSP Defect Summary ReportEQSP Defect Summary Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END). Below the title: EQSP, (center of page) is the title: “EQSP Defect Summary Report”. Below this title is the EQSP Defect Summary Report consisting of two columns (Left and Right). The Left-column of the EQSP Defect Summary Report header consist of the following rows of information: (TOP) Period Covered and Report Date (END).The Right-column of the Site Report header consist of three rows of information, (START) from the left: DCIs (Number), Defect DCIs (Number), and Accuracy (percentage) (END). Next, the EQSP Defect Summary Report shows the title “Submission Processing Top five Defects” (Center page) for the Site, and the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END). Next row displays the title: “Top three Defects by Site” (Center page); followed the top three defects for each Site. Site headers have the title of: “(Site Name) Submission Processing Center”, e.g., ‘Kansas City Submission Processing Center’. After the site title, the next row displays the headers of (START) from the left: Form, Section, Location, Opportunity, Defect Type, Defect Description, and Defect Count (END).

Please click here for the text description of the image.

This report should be used to:

The table below explains each item shown on the EQSP Defect Summary Report.

The EQSP Site Program Summary Report provides site and program quality data for a specific period of time. The Report displays site quality performance by all review types and OFP combinations. Additionally, the Report provides program quality performance by all review types by all OFP combinations. See Figure 3.30.30-27.

Figure 3.30.30-27

EQSP Site Program Summary Report EQSP Site Program Summary Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END). Below the title: EQSP, (center of page) is the title: “EQSP Site Program Summary Report”. Below this title is the EQSP Site Program Summary Report consisting of two columns (Left and Right).The Left-column of the EQSP Site Program Summary Report header consist of the following rows of information: (TOP) Period Covered and Report Date (END). The Right-column of the Site Report header consist of three rows of information, (START) from the left: DCIs (Number), Defect DCIs (Number), and Accuracy (percentage) (END). Next, the EQSP Site Program Summary Report shows the title “Site Program Summary” (Center page) for the Site, and the next row displays the headers of (START) from the left: Site, Average Sample Size, Total DCI Count, Total Defective, and DCI Total Defects (END). Next row displays the title: “Program Summary” (Center page); followed the Program Summary information for each Site. With the next row displaying the headers of (START) from the left: Program, Average Sample Size, Total DCI Count, and Total Defects (END).Next row displays the title: “Program Defect” (Center page); followed the Program Defect Summary information for each Site. With the next row displaying the headers of (START) from the left: Program, Function, Section, Location, and Total Defects (END).

Please click here for the text description of the image.

This report should be used to:

The table below explains each item shown on the EQSP Site Program Summary Report.

The Blank DCI Report provides a report to allow users to view Incorrect and Omitted defect descriptions for each opportunity in the selected DCI. The report allows users to expand or collapse Incorrect and/or Omitted columns to show or hide the defect descriptions. See Figure 3.30.30-28.

Figure 3.30.30-28

Blank DCI Report Blank DCI Report (Title: EQSP) hyperlinks are at the top right of the screen. (START) From the Left: Export to Excel, Back Report Selection, and Back To List (END). Below the title: EQSP, (center of page) is the title: “Blank DCI Report”. Below this title is the Blank DCI Report consisting of two columns (Left and Right). The Left-column of the Blank DCI Report header consist of the following rows of information: (TOP) Operation, Function, and Program (END).The Right-column of the Site Report header consist of two rows of information, (START) from the left: Incorrect (Plus “+” and Minus “-“, signs), and Omitted (Plus “+” and Minus “-“, signs) (END). With the Plus “+” and Minus “- “, signs for both Incorrect and Omitted having the ability to expand (Plus “+” sign) and contracted (Minus “-“, sign) the “Section” below. Next, the Blank DCI Report shows the individual sections with the title of “Section – (Name)” with the next row displaying the header row for each “Section” of (START) from the left: Location, Opportunity, Repeated, Incorrect (Plus “+” and Minus “- “, signs), and Omitted (Plus “+” and Minus “- “, signs). With the Plus “+” and Minus “- “, signs for both Incorrect and Omitted headers having the ability to expand (Plus “+” sign) and contracted (Minus “- “, sign) the “Section” below. The note (Far left) points to the Incorrect and Omitted: Report Headers, Report Details Headers and Report Details-section and state, “The “+” and “-“ features are used to expand or shrink additional information item available on the DCI. If tis feature is utilized from the “header” portion of the screen or column, it will apply to the entire DCI. If this feature is used from within the DCI, it will only apply to the areas selected.”

Please click here for the text description of the image.

Any Incorrect or Omitted that does not have associated defect descriptions displays as N/A with a gray background when the field is expanded.

The table below describes each item shown on the Blank DCI Report.

The Site Improvement Specialist or functional area should complete the EQSP Opportunity Change Request Template to submit a request to add, delete, change, or move a location/opportunity related to DCIs. The Template and Issue Resolution Process Job Aid is available on the EQSP Website. Visit the Website at: http://win.web.irs.gov/EQSP/Issues.htm.

Open the spreadsheet. Select "file" , then "save as." In the file name, select a name for the spreadsheet so it can be located easily. The file name should include the applicable operation symbol (SOI, RCO, DPO, DCO, ITIN, ICO, ACO), program, function, and current date.

The appropriate PMPA Quality Section analyst will enter the Issue Source, Issue Year, and Issue Number in columns A - D. The analyst may provide additional comments in column S outlining changes or denials.

The Site Improvement Specialist will enter or verify the following fields before submitting the template:

If requested change impacts more than one Operation a separate template is required for each Operation.