Taxpayer Advocacy Panel (TAP)
Issue Committee
Wage & Investment (W&I) Reduce Taxpayer Burden
(Notices)

Meeting Minutes (Teleconference)
April 5, 2007 1:00pm eastern time

Designated Federal Official (DFO)
Nancy Ferree, TAP Program Manager, Plantation, FL

Members Present
Ben Chapman
David Meister
Neil Mitchell
Max Scott
Lee Stieger
Chuck Tice
Edward Uhrig
Warren Wong
J. T. Wright

Members Absent
Paul Colombo
Steve Fulkrod
Joe Hurr
David Jones
Howard Stahl
Mary Suther

Staff Present
Anita Fields,   TAP Staff & Note taker
Nancy Ferree, TAP Manager

Welcome & Announcements
Committee Chair Max Scott opened the meeting by welcoming panel members and asked TAP staff Anita Fields to call roll. It was noted that there were no citizens  present.

Roll Call
Quorum was met.

Approve Meeting Minutes
Minutes from March Face-to-Face were approved with changes.

Comments from Program Owner
Program Owner was not present. He did have a task for the committee.  The SME of the CP 136 would like to have the notice rescored by the committee based on the new version and the stuffer that is going out with the notice.

CP 136 was assigned to Lee Stieger, Chuck Tice and Max Scott.
Teams are unclear, so Nancy is going to forward to Lee Stieger and they will clear up who is on the team to score the notice.

Ben Chapman wants to score new forms from the payroll dept.  John Tuzinski of SBSE gave a talk about a week ago and indicated that there were two forms CP 207 and CP 207L and they are looking to revise the forms.

Nancy will have Sallie speak with Jim about this.

Chuck Tice needs a phone card. He will call Nancy or Sallie next week to set up conference call.

Form 886H HOH-Dave Meister is lead.  Will score form next week
Form 886H EIC- (2 versions) Ben scored and emailed to Max Scott.  Max advised when scoring is complete, the team members need to meet to” norm” the score.  If new members are uncertain about this process, please check with the chair or Sallie Chavez for instructions.

Subcommittee Report and Updates
Joe Hurr was not present.

Stuffer Project
Dave will take over the lead.  Dave wants Ben Chapman to be Co-lead in his absence if there is a face-to-face.  Max will forward an email he got from Lee Congdon to Dave for him to share with his committee. There will be a call next Friday the 13th.

Direct Mail Marketing
Chuck is now the lead.  We need to change the name of the subcommittee from Direct Mail Marketing to Strategic Communication.  We will still use Direct Marketing techniques Committee (Joe Hurr, Mary Suther, Howard Stahl)

Document Assessment Tool (DAT) Scoring
Max cleared up any questions regarding to DAT.  Under the DAT subcommittee there are four scoring teams.  Each of those teams should have a conference call to come to a consensus (“norming” of the score) and then send that score to Sallie.  He also made clear that the committee does not have a FAT scoring tool yet..  The subcommittee is there to establish a FAT scoring tool. We use DAT to score everything.

Joe Hurr is Vice Chair, therefore he is the leader of DAT teams.

Dynamic Project Team
Ed Uhrig was appointed as lead.  He has nothing to report.  Need to speak with Sallie, but will be out of the net for about three weeks.  Have not had any luck with hearing from Joe Hurr.  He has tried to contact him on several occasions.

Vision Impaired (TIGTA) Project
There was nothing to report.  Ben Chapman wanted to make note that the report that we got at the face-to-face is now finalized.

Combined Forms & Testing Project
Dave Jones is lead.  There is nothing to report.

FAT (Forms Assessment Tool)
Max is lead.  Max sent out a draft version of the DAT form.  Max only received one response back.  Everyone made notice that they did not receive the form.

Collections Due Process Form (12153)
Steve did a re-write and he did an outstanding job on that.  They will have a teleconference next week and send the results to Sallie.

NPIIT
Inactive Committee

Meeting Close
Chair Max Scott asked for any comments before close.

TAP Chair J.T. Wright made a comment on how well the committee meetings are being conducted.  He stated that it has come a long way from the previous years.

Warren wanted to know if we could put together a to-do list for the members.

The Notices Issue committee meeting was adjourned.

Next meeting will be May 3rd 1:00pm ET Teleconference.

• Sallie Chavez needs to identify members of scoring teams
• Chuck Tice will call Nancy or Sallie to set up conference call.
• Nancy Ferree and Sallie need to speak with Jim Cesserano to inquire about forms CP 207 AND 207L.  Ben wants to be included in conversation.
• Nancy will forward Lee Stieger email from Jim.
• Sallie will get with Lee Stieger to see who is assigned to the team to score the notice (CP 136).
• All Leads need to complete a status form on a quarterly basis.  One is due now.
• Dave Meister need to set up call with other members of his committee to write up what direction the Stuffer is going.
• Nancy needs to contact Joe Hurr to ensure that everything is okay since people have tried to contact him with no response.
• Max Scott needs to send draft version of DAT form to his committee members.
• Chuck will get Sallie up to speed on F12153.  He is hoping to meet April 15th deadline. Sallie needs to send out to entire committee.  Once she gets it and cleans it up.

End of meeting.