Taxpayer Assistance Center (TAC) Issue Committee
Meeting Minutes
August 7, 2007

Program Owner
Michelle Jones, Field Assistance Analyst

Attendance
Jerry Fireman, Chair
Bob Haines
Jerry Melchior
Wayne Whitehead
Doug Wilhelm
Bruce Zgoda, Vice-Chair

Staff
Judi Nicholas, Designated Federal Official
Dave Coffman, Program Analyst
Meredith Odom, Note Taker

Opening
Judi opened the meeting and informed the committee that Marla is on vacation and Meredith will take the notes.

Welcome/Announcements/Review Agenda
Jerry welcomed the members and staff.  Dave took roll call and quorum was met.

Customer Survey Subcommittee Report
Bruce reported that the subcommittee is currently adding to the document that Wayne put together.  The subcommittee is also reviewing the notes from Jeff and Carol.  At this point the results are purely results, with no observations or commentary.  Doug suggests having a findings/conclusions/recommendations section that will list the ten results outlined in Wayne’s summary.  Judi reported that Bernie sent a request, via e-mail, to the director of the TAS Publications group.  Bernie is requesting some editing assistance from TAS Publications. 
ACTION:  Judi will follow-up with Bernie on his request for assistance from TAS Publications. 

At the next subcommittee call, the subcommittee will establish report timelines and writing assignments.    

Employee Survey Subcommittee Report
Bob suggests getting all of the comments in the same format so they read consistently.  He also stated that he would like to have the employee comments summarized before a decision is made on who will write the larger portions of the survey.  The committee should begin identifying their findings in the near future.  Bob reiterated that November 30, 2007 is the goal for completion of the final report.

The committee stated that they would like to look at some sample reports before writing the actual report.  
ACTION:  Dave will research the Internet, including the TIGTA and GAO web sites for some survey-based reports. 

Research Updates
Judi informed the committee that Carol was hoping to analyze the cross tabulations that Jeff ran for the Employee Survey Subcommittee members. 

Carol has been away for training and will provide the members with some information soon.  Dave will follow up with her to check the status of the information.
ACTION:  Dave will contact Carol for a status update on the cross tabulation analysis.

Subcommittee Meeting Dates/Times
Both subcommittees agreed to meet on Thursday August 9, 2007. 
ACTION:  Dave will send out agendas for the August 9, 2007 subcommittee meetings later today. 

Program Owner Comments
Michelle stated that there’s a lot of work to do and she’s ready to get started. 

Member Comments
Judi informed the committee that a subcommittee of TAP is preparing to meet with the IRS Commissioner.  Judi will ask Bernie to pass along any information on the survey that’s addressed at the meeting.
ACTION:  Judi will ask Bernie to inform the committee if the surveys are addressed at the upcoming Commissioner’s meeting. 

Closing
Judi closed the meeting and reminded members of the upcoming subcommittee meetings.