Taxpayer Assistance Center (TAC)
Issue Committee Meeting Minutes
May 1, 2007

Desginated Federal Official
Judi Nicholas

Attendance
Jerry Fireman, Chair
Bob Haines
Bill Matheny
Jerry Melchior
Wayne Whitehead

Absent
Doug Wilhelm
Bruce Zgoda

Guests
Carol Hatch
Michelle Jones

Staff
Dave Coffman, Analyst
Marla Ofilas, Secretary

Welcome/Announcements
Jerry opened the meeting and thanked the members. Roll call was taken and a quorum was met.

Customer Survey Subcommittee Report
Dave reported that phase two of the survey will begin on May 14. Many of the volunteers from phase one have also volunteered to administer surveys during phase two. All marketing supplies, printed surveys and name tags are in the process of being boxed and mailed to the volunteer survey administrators. 

Judi noted that the raw data from phase one has been entered on a spreadsheet for easier tabulation.  An analysis is expected to take place after all the survey data has been entered.  Carol expects the analysis to begin by the end of June, after all data has been received and entered.  This should give ample time to consolidate the information for the face-to-face meeting.

Employee Survey Subcommittee Report
Carol reported that the employee survey has been completed. Michelle added that the survey must still be approved by the program owner, Labor Relations, and the employee’s union.  TAC employees will receive an e-mail from the TAC director, asking them to participate in the survey.  Members discussed the survey and provided final comments and corrections.
ACTION: Carol will e-mail the final version of the employee survey by the end of the day, May 1, 2007.

Some members were curious about a recent Kiplinger Report which mentioned the closure of some taxpayer assistance centers. Michelle will research this.
ACTION: Michelle will research the Kiplinger Report and report back to the members.

Program Owner Comments
No comments were given.

Member Comments
Members discussed the possibility of canceling the subcommittee meetings scheduled for May.  This is mostly due to the customer survey needs for phase two and the fact that survey tabulations will not be available until the end of June.
DECISION: All agreed that the subcommittee meetings should be cancelled for the month of May.
ACTION: Dave will send an e-mail, letting everyone know that the subcommittee meetings for May have been cancelled. 

Closing
Judi closed the meeting and thanked everyone for assisting in administering the customer surveys.