If the individual, who requests an informal conference, is agreeable to it being handled
by telephone, contact the person to ascertain the best time to conduct the teleconference
if such information has not been obtained previously. Review the case and be prepared
to discuss the issue(s) with the person when you conduct the teleconference. If the
individual has pertinent material to submit, ask the person either to mail the material
to you, or to take or mail the material to the servicing FO to be mailed or faxed
to you. After the teleconference, write your decision and issue the notice to the
individual or provide the FO with language to be used in the notice, as appropriate.
If the latter, remind the FO to send a copy of the notice to you. Also, make corresponding
system's inputs or, if appropriate, advise the FO as to the required inputs.
If the individual insists on the conference being conducted in person, ask your supervisor
whether you can travel. If you can't travel, refer the reconsideration request to
the manager of the servicing FO, if not already referred. Advise the FO to follow
the instructions in SI 00870.020C.