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

Meeting Minutes (Teleconference)
May 3, 2007 1:00pm eastern time

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

Members Present
Ben Chapman
Paul Colombo
Steve Fulkrod
David Jones
David Meister
Neil Mitchell
Max Scott
Howard Stahl
Chuck Tice
Edward Uhrig
J. T. Wright

Members Absent
Joe Hurr
Lee Stieger
Mary Suther
Warren Wong

Staff Present
Sallie Chavez - TAP Analyst
Anita Fields - TAP Staff & Note taker
Jim Cesarano - Program Owner

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 April were approved as written.

Comments from Program Owner
Nothing new happening. Geoff Gerbore is leaving for a new position. In terms of dealing with 886’s and certain notices you will be dealing with a new person.
Jim Cesarano will get back with the committee with the name.

Sidney Gardner will be going on a detail for about six months. Not sure when it is going to start.

Jim had question on CDP Form 12153 and will wait until we discuss later in the meeting.  He just stated that he would like to get the re-write.

CDP Form 12153
Chuck Tice—completed form a couple of weeks ago.  Sallie Chavez has posted on TAPSpace.  Have not DAT scored it yet.  Chuck is waiting for the scores from his subcommittee members.  Chuck will set up a telephone conference once he gets all the scores.

Subcommittee Report and Updates
Joe Hurr was not present.

Stuffer Project
Dave Meister and his subcommittee had conference call last month.  Has made progress, but has nothing to report.

Direct Mail Marketing
Chuck will research and get back with the committee and let them know what the new name will be.  Nothing else to report.

Document Assessment Tool (DAT) Scoring
Dave Jones will be scoring the 886 EIC and sending it out to the rest of the subcommittee this week.  Ben Chapman has already scored and sent to Dave Jones.  Once he gets all the scores, he will set up a conference call with the other two members of the subcommittee.  Should be able to wrap it up next week.

Dave Meister has form 886 HOH and he stated that he will get his form scored this week and email to Howard then hold a conference call and get information back to Sallie Chavez by May 18.

Dynamic Project Team
Ed Uhrig was appointed as lead.  He has nothing to report.  He just got back from vacation.  He did receive the CP 23, 24, and 25.

Sallie Chavez said she is trying to get the revised CP 23, 24 and 25 but has not had any success.  She requested help from Program Owner Representative in getting copies of these revised notices.

Vision Impaired (TIGTA) Project
There is nothing to report.  They have received the TIGTA report and will be going through that.

Combined Forms & Testing Project
Dave Jones is lead.  Dave Jones has completed and need to get something in writing and get it out to the committee for feedback.

FAT (Forms Assessment Tool)
Max will send a revised form that he asked Sallie Chavez to post on TAPSpace  He also sent the form out to the subcommittee.  Once form is placed on TAPSpace and the entire committee review and gives feedback, then he will revise and send to the Program Owner for their input.

NPIIT
Inactive Committee

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

Ben Chapman informed committee that the acting Commissioner will be Kevin Brown.

The Notices Issue committee meeting was adjourned.

Next meeting will be June 7th 1:00pm ET Teleconference.

Action Items:
Jim Cesarano is going to research and get Sallie Chavez an answer regarding the CP 23, 24 and 25.

Dave Meister will hold conference call and get scores to Sallie Chavez by May 18th.

Chuck Tice will have a new name for Direct Mail Marketing by the next call.

Dave Jones will get scores from the other subcommittee members and have scores to Sallie Chavez by next week.