Transcript Allocation/Technology Refresh

Allocation/Technology Refresh
Veronica Coates
National Technology Manager
AARP Tax -Aide
Regional Meetings 2010
1
Allocation/Tech Refresh
• Issues
1. Paper site conversion
2. TaxWise migration to Windows 7 by
2013.
3. Depot computers down 5% for tax
year 2011
Regional Meetings 2010
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Paper Site Conversion
• Allocation Category 2 subset
–Report send to RC with paper site
information for Region
–RCs sent back to National Office sites
slated to be converted to e-filing
–This sheet will contain the number of
computers and printers needed for
conversion
Regional Meetings 2010
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TaxWise Migration to Windows 7
• Inventory May 2010
–583 computers below Specs meaning
they cannot be upgraded to Win 7
–845 Laptops requiring memory
upgrades
–An estimated 10,000 Windows 7
upgrade licenses will be needed.
Regional Meetings 2010
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Depot Computer 5% Reduction
• IRS planned 5% Depot computer
reduction TY 2011
–250 computer reduction for program
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Next Steps
• Any additional funding this year used to
cover portions of all three categories.
–This will be determined based on how
much additional funding available
–How many paper to e-file conversions
and equipment needed.
–Besides the Depot 5% reduction this
will be a multi-year project.
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Next Steps (cont.)
• National Office
–Preparing timeline
–Preparing bottom line budget
–Looking into partnership with
Microsoft to get a Win 7 Enterprise
License Price Reduction or….
–Looking into other funding sources
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Next Steps (cont.)
• Volunteers
– Good and Accurate Inventories
–Follow purchasing Guidelines for
hardware purchases
–Use Tech Soup when you can to
purchase Windows 7 upgrade
–Better utilize equipment
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Questions
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