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Allocation/Technology Refresh
Veronica CoatesNational Technology Manager
AARP Tax -Aide
1Regional Meetings 2010
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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
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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
3Regional 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.
4Regional 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.6Regional Meetings 2010
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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
7Regional Meetings 2010
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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
8Regional Meetings 2010
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Questions
Regional Meetings 2010 9