Walk-Through Revivor Pilot - San Diego Field Office

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October 21, 2015

Purpose of bulletin

To notify staff that effective October 26, 2015, to February 26, 2016, the San Diego field office will implement a pilot appointment project for Business Entity (BE) customers. The pilot provides the option to schedule an appointment for a walk-through revivor at the San Diego field office.  

Background

BE walk-through revivors are one of the most complex issues presented at the field office public counters; these transactions take 1 to 1 ½ hours to complete. Implementing this pilot appointment process will ensure timely service and will lessen the wait time for BE customers who have scheduled an appointment. Currently, assistance is provided on a first-come-first-served basis; this option will continue to be available for BE customers who do not wish to schedule an appointment.   

Additional Information

After we have given the walk-through revivor requirements to the BE, and we have determined that they will go to the San Diego field office for the walk-through revivor, the assigned collector, or call center employee, will ask them if they would like to schedule an appointment. If they indicate they would like to schedule an appointment, the assigned collector or call center employee will provide the San Diego field office appointment phone number.

We will schedule four appointments per day. If a BE representative arrives late for the appointment, they may be asked to reschedule, or follow the current process of taking a number and waiting to be assisted.

Current unit procedures and timeframes for walk-through revivors remain unchanged. The appointment option is only for BE representatives who indicate they will go to the San Diego field office.

Taxpayer Inquiries

Advise BE customers who are requesting a walk-through revivor at the San Diego field office that they have the option to schedule an appointment, or come in on a first-come-first-served basis. To schedule an appointment advise them to call 619.688.3109, 8 a.m. to 5 p.m., Monday through Friday.

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