Internal Revenue Service

1
Private Debt Collection ProgramJanuary 2009
Snapshot Report

• Internal Revenue Service

February 23, 2009
2
PDC Monthly Snapshot January 2009
Category Measure Source Actual Period FY YTD Actual Project Cumulative
Operations Dollars Placed (All New Modules) Weekly PCA Files 24.6M 01/04-01/31 144M 1.5B
Operations Modules Placed Weekly PCA Files 4,333 01/04-01/31 48,131 347,551
Operations Entities Placed CACSG Placement Report 2,222 01/04-01/31 30,108 198,536
Operations Full Payments (Modules) Business Objects Report 1,129 01/04-01/31 5,602 38,717
Operations IAs, less than 5 years (Modules) Business Objects Report 433 01/04-01/31 2,412 12,037
Operations IAs, more than 5 years (Modules) Business Objects Report 2 01/04-01/31 8 284
Operations Current IA Dollar Value Business Objects Report 13.7M 01/31/2009 N/A N/A
Operations IAs, Terminated (Modules) Business Objects Report 301 01/04-01/31 1,237 3,033
Operations Status 53s (Modules) Business Objects Report 117 01/04-01/31 829 3,178
Operations Bankruptcies and Decedents (Modules) Business Objects Report 294 01/04-01/31 769 2,953
Survey Taxpayer Satisfaction Survey Pacific Consulting Group 97 1/1-1/31 97 96
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PDC Monthly Snapshot January 2009 (continued)
Category Measure Source Actual Period FY YTD Actual Project Cumulative
Financial Actual Payments Revenue Receipts from Unpaid Assessments 2.5M 12/26-01/22 13.2M 82.5M
Financial Commissionable Payments Revenue Receipts from Unpaid Assessments 2.2M 12/26-01/22 9.8M 62.6M
Financial Expected Commissions to be Paid CPE Financial Files 480K 12/26-01/22 2.1M 13.7M
Financial Net Revenue Calculation (Actual Payments Minus Commissions) 2.1M 12/26-01/22 11.0M 68.8M
Financial Retained Account Transfers COTR Invoicing Report 665K 01/15/2009 2.7M 15.9M
Opt Outs Written Opt Out Requests (Entities) Referral Unit Manual Tracking 29 01/01-01/31 156 1,080
Quality Reported Contract Concerns COTR 3 01/01-01/31 15 150
Quality Validated Penalty Cases COTR - 01/01-01/31 - 6
Quality TAS Referrals1 COTR 159 01/01-01/31 607 3,073
Quality Regulatory, Procedural, and Customer Accuracy2 Quality Analysts 99.3 01/01-01/31 99.5 99.0
Quality Timeliness2 Quality Analysts 99.7 01/01-01/31 99.9 99.4
Quality Professionalism2 Quality Analysts 100 01/01-01/31 99.9 99.9
1. Reconciliation of the TAS referrals occurred
during the month of January 2009 which impacted
the cumulative numbers. The cumulative numbers
above reflect the result of the reconciliation.
2. To provide the level of detail in the
monthly snapshot, unweighted quality scores are
used. Unweighted estimates that combine more
than one site, time period, or SPRG are not
considered statistically valid and should only be
used internally. Their statistical limitations
should be taken into consideration when basing
business decisions on them. However, it is worth
noting that the weighted scores are close to
those currently reported in the snapshot above.