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W&I /Reducing Taxpayer Burden/ Notices Issue Committee Meeting Notes
October 7, 2002
The TAP members met for the first meeting of the Issue Committee on Monday, October 7, 2002 in Alexandria, VA at the Hilton Mark Center. The purposes of the meeting was to receive an orientation on the TAP Guidance, the Reducing Taxpayer Burden For Individual Return Filers (Notices) organization and begin to lay the foundation for the development for their Committee.
Members in Attendance:
- Phil Bryant
- Anthony DiMartino
- C. Morgan Edwards
- Curtis Feese
- Robin Gausebeck
- Glenn Hall
- Thomas Seuntjens
- Eileen Shuman
- George Sullivan
- Virginia Symonds
- R. Jeana Warren
- Sallie Chavez, DFO
- Facilitator: Hinda Sterling
Committee Members expressed their goals and expectations of the first meeting and for the Committee:
Organization and Program Overview
Program Owner(s) provided a detailed overview of the W&I Reducing Burden/Notices.
Development of the Operating Procedures
The Committee agreed to review the operating procedures and arrive at agreement during their first conference call scheduled for 10/29 @ 1:00 PM EST.
Issue Committee Meeting Dates for 2002/2003
The Committee agreed to set their meeting dates during their first conference call scheduled for 10/29 @1:00 PM EST.
Possible Agenda topics for Future Meetings
Agenda Topics
- How we will approach and summarize issues
- Overview of the systems
- This Panel's budget allocation
- How to get the information out- - - Marketing our efforts
- How do we get issues on Nina's list
- Legislative process (idea to law)
- Redesign of notices
- Process to deal with customers
- Perceptions generated by terminology (e.g. "notice")
- Create & simplify (communication)
- Focus groups (what potential topics and when)
- Ad Hoc groups (how is it decided and how do we find out)
Next Meeting's (10/29 1:00 PM EST) Agenda
- Finish operating agreement
- Ground rules
- Answer guideline questions
- 1hour - Conference call
TO DO:
| What |
Who |
By |
Return Comments on Survey to Sallie Chavez
- Complete survey
- Compare two versions
- How to market it
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All | 10/21 |
| Send sample of redesigned notices to panel members | DFO | Next Meeting |
| Send Operating Procedures and Questions via E-mail for review and editing by all members | Sallie | |
| Next Meeting | All | 10/29 1:00 PM EST |
Needs:
- Charts of Responsibilities
- Names of program owners
- Budget information
- List of this panels issues to prioritize
- Last years Taxpayer Advocate's Report to Congress
- To know what other Committees are working on
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