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Annual Information Report
APPENDIX D

EXAMPLE OF ANNUAL REPORT

ET HANDBOOK NO. 407 TAX PERFORMANCE SYSTEM ANNUAL REPORT

APPENDIX D

EXAMPLE OF REPORT

The example shown on the following pages is not a mandatory format. It can be modified to suit individual State's needs, For example, some States, based on their organizational structure, may find it necessary to add additional sections or combine sections to fit their management arrangement. Reviewers should have discussions with management prior to report preparation to determine the expected report content and format. Each Regional Office may also need and request certain information. The National Office will provide instructions in a separate directive concerning data requirements for the Department of Labor. Data will be used in the Tax Performance System portion of an overall system of UI performance measurement known as UI Performs.

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ET HANDBOOK NO. 407 TAX PERFORMANCE SYSTEM ANNUAL REPORT

APPENDIX D

THIS EXAMPLE SUGGESTS STYLE AND LANGUAGE. THE EXAMPLES OF COMPUTED MEASURES DO NOT REPRESENT DESIRED LEVELS OF ACHIEVEMENT.

TPS ANNUAL REPORT FOR 1995 STATE XXX DATE

This Report consists of the findings and recommendations resulting from Show purpose and date review was completed the TPS review of the UI Revenue (Tax) Operations completed April 30, 1996. The report is divided into two sections.

Section I is an Executive Summary providing general background Describe organization of report information regarding the review and a summary of the major findings, conclusions, and recommendations. Also included with this section are the Computed Measures indicators for the past three years, and a Program Review Findings Chart.

Section II is a Detailed Report of each of the tax functions reviewed. This The section detailing each tax function should be a document that can "stand alone" Section also includes a letter from the Regional Office Representative authorizing the use of

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