Last Update: 9/08/05 (Transmittal I-3-36)
The analyst may determine that policy or procedural advice is needed to resolve novel or unusual situations. The analyst will first discuss the case with the AAJ and Branch Chief. If the AAJ agrees that a referral is required, the analyst will prepare a memorandum to the Office of Policy, Planning and Evaluation (OPPE) for the AAJ's signature, clearly stating the question with reference to pertinent exhibits, law, regulations, etc. The analyst will route the memorandum to the AAJ through the branch chief and Director of Operations, OAO. The memorandum will then be forwarded to OPPE through the Deputy Chair. OAO branch staff will control the referral for any necessary follow-up.
OPPE will route its reply to the AAJ through the Deputy Chair.