Allocation/Technology Refresh Veronica Coates National Technology Manager AARP Tax -Aide 1Regional Meetings 2010
Allocation/Tech Refresh Issues 1.Paper site conversion 2.TaxWise migration to Windows 7 by Depot computers down 5% for tax year Regional 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 20109