Allocation/Technology Refresh

Veronica CoatesNational Technology Manager

AARP Tax -Aide

1Regional Meetings 2010

Allocation/Tech Refresh

• Issues1. Paper site conversion2. TaxWise migration to Windows 7 by

2013. 3. Depot computers down 5% for tax

year 2011

2Regional Meetings 2010

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

3Regional Meetings 2010

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.

4Regional Meetings 2010

Depot Computer 5% Reduction

• IRS planned 5% Depot computer reduction TY 2011–250 computer reduction for program

5Regional Meetings 2010

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.6Regional Meetings 2010

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

7Regional Meetings 2010

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

8Regional Meetings 2010

Questions

Regional Meetings 2010 9