Taxpayer Assistance Center (TAC)
Issue Committee Meeting
Teleconference Minutes
September 4, 2007

Program Owner
Estelle Tunley
Michelle Jones, Field Assistance Analyst

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

Guest
Hillary Goehausen

Staff
Judi Nicholas, Designated Federal Official
Dave Coffman, TAP Program Analyst

Welcome/Announcements
Jerry welcomed the members and guests. Each attendee introduced themselves which substituted as roll call. A quorum was met.

Customer Survey Subcommittee Report
The subcommittee has been working on the customer survey referral, which includes 13 recommendations. The subcommittee has completed its report and is waiting for further action from the employee survey subcommittee so that both referrals can be combined into one report.
ACTION: Wayne will email a draft of the recommendations to the committee members.

Employee Survey Subcommittee Report
Each subcommittee member is working independently to come up with their own findings and conclusions. Bob noted that the next step will be to meet and produce a list of recommendations with rationales for those recommendations. In addition, the subcommittee is waiting for additional cross-tabulations from Carol, which they feel may add to the recommendations.

Judi reminded the members that in addition to the two surveys, Estelle requested a study be conducted to determine if a correlation exists between the results of the customer survey and the employee survey. Judi felt that more time would be needed to work on the report and suggested that the committee hold a face-to-face meeting.  All agreed that a face-to-face meeting would be beneficial. 

Judi and the members discussed possible dates and locations for the face-to-face meeting.
DECISION: The full committee will meet on November 1, 2, and 3, 2007.

Report “To Do” List
The committee discussed and reviewed the “to do” list created by Dave. Judi explained that the list was created to keep track of member responsibilities.

The committee reviewed member responsibilities.
DECISION: Wayne has agreed to update and monitor the list. Wayne will fill in the names of the responsible parties and include due dates. Wayne will email the list to all members and they will respond, to Wayne, with any comments they may have.     

The committee also discussed printing options. Estelle suggested that advance notice should be given to publications of the amount of copies that may be needed.
 
Program Owner Comments
Estelle informed the members that there is great interest in the survey data. Estelle wanted the members to be prepared that there could be pressure from other IRS divisions and/or other agencies for the data.

Closing
Jerry closed the meeting.

Next meeting is scheduled for Tuesday October 2, 2007.