p5323.pdf

Here are the key points summarized:

Security Plan Updates

• Approved security plans must be maintained by territory offices, not individual sites.
• Publication 4299, "Privacy, Confidentiality, and Civil Rights - A Public Trust", is required to be available at all sites.

Filing Season Quality and Oversight Updates

• Removed requirement for Form 15272, VITA/TCE Site Security Plan, from site reviews.
• Updated Form 6729, QSS Site Review Sheet, and Form 6729-D, VITA/TCE Site Review Sheet, to remove questions related to security plan approval dates.

SPEC Employee Name Tags

• All SPEC employees must wear a name tag displaying their entire first name, last name, and employee identification number.
• The employee identification number must include all 10 digits of the personal identification number.

These updates aim to reduce partner burden, simplify information requested during site reviews, and improve communications between reviewers and coordinators.