Controls Over the Telecommunications Programs Continue to Need Improvement

 

September 2002

 

Reference Number:  2002-20-198

 

 

This report has cleared the Treasury Inspector General for Tax Administration disclosure review process and information determined to be restricted from public release has been redacted from this document.

 

September 26, 2002 XX, 2002

 

 

MEMORANDUM FOR DEPUTY COMMISSIONER FOR MODERNIZATION & CHIEF INFORMATION OFFICER

 

FROM:     Michael R. Phillips /s/ Michael R. Phillips

                 Acting Deputy Inspector General for Audit

                       

SUBJECT:     Final Audit Report - Controls Over the Telecommunications Programs Continue to Need Improvement (Audit # 200120040)

 

This report presents the results of our review of controls over telecommunications costs.  The overall objective of this review was to evaluate the Internal Revenue Service’s (IRS) management of local telephone service costs.  This review is the last in a series of audits we conducted in the past 2 fiscal years to assess telecommunications program controls.  This report also provides an overall assessment of the effectiveness of the IRS’ controls over its telecommunications program.

The telecommunications budget for Fiscal Year (FY) 2002 totaled $281 million.  The Telecommunications Division is responsible for purchasing, operating, and maintaining telephones, voice mail, pagers, cellular telephones, and data networks for more than 100,000 IRS employees in over 750 locations.  

In summary, in 1994, the IRS reported and began tracking the internal controls over its telecommunications costs as a material weakness.  IRS management has implemented several corrective actions to improve controls in the telecommunications programs, such as blocking 900 number calls, routing outgoing calls at the least cost, restricting telephone services based on specific telephone units and users, implementing the monthly Billing Invoices Resolution reconciliation with the Treasury Communications System (TCS) contractor, and implementing the Enterprise Help Desk.  The IRS is currently implementing the Telecommunications Asset Tool (TAT) to be used to address many of the reported control weaknesses.  The TAT is scheduled to be fully operational by November 2002.

The Treasury Inspector General for Tax Administration, formerly the IRS’ Internal Audit function, conducted 7 audits over the last 9 years reviewing controls within the Telecommunications Division, including the long distance, data network, calling card, cellular telephone, and local telephone service programs.  While management initiated corrective actions after each audit, our analysis of the results of these prior audit reports found that standardized policies and procedures were not issued to clearly define the roles and responsibilities for effectively managing and operating the various telecommunications programs and that management actions were not adequate to ensure that corrective actions are timely and effectively implemented.  For example, in response to 1 audit report, management committed to conducting annual inventories of cellular telephones, but no inventories were conducted in the following 7 years.  In response to another audit report, management agreed to implement a system to improve controls over the monitoring and use of the FTS telephone services; however, despite the development of two different computer systems, the controls have still not improved.  In addition, the corrective actions to address the FMFIA material weaknesses do not include actions to address financial control weaknesses in all telecommunications programs. 

The control weaknesses identified in the prior audit reports may have cost the IRS approximately $15 million in questionable and unnecessary charges for telecommunications equipment and services.  Since the audit work identifying the control weaknesses was conducted at only a few IRS locations and was based on samples of billing invoices, the actual amount of questionable and unnecessary charges could be higher.  In a separate independent review, a contractor’s analysis of the IRS’ information technology infrastructure program reported in February 2002 that the IRS could realize additional savings up to approximately $59 million over several years by improving the voice and data network management program and moving to a system of usage-based accounting.

In the current audit, we reviewed the local telephone services monthly billing invoice review process for the $40 million program and found that the IRS was not adequately reviewing the invoices.  Telecommunications Division management has not issued standardized policies and procedures for reviewing monthly billing invoices for local telephone services and has not provided oversight to the local offices to ensure that the reviews are consistently conducted. 

The Deputy Commissioner for Modernization & Chief Information Officer should ensure that standardized policies and procedures for local telephone billing verification are developed and implemented when the TAT Enhanced Financial Module is implemented; Telecommunications Division management take appropriate actions to timely and effectively complete the open corrective actions and develop processes to assure that the corrective actions are institutionalized to prevent recurrence of the identified control weaknesses; and the corrective actions for the TCS invoice verification are included in the corrective actions being tracked in the FMFIA telecommunications costs control material weakness.

Management’s Response:  IRS management agreed with the recommendations presented in this report.  Planned corrective actions include implementing standardized policies and procedures for local telephone billing verification and implementing processes to ensure that all corrective actions are timely completed, effective, and institutionalized.  IRS management will also include the corrective actions for the TCS invoice verification as a part of the FMFIA material weakness.

Management’s complete response to the draft report is included as Appendix VI.

Copies of this report are also being sent to the IRS managers who are affected by the report recommendations.  Please contact me at (202) 622-6510 if you have questions or Scott E. Wilson, Assistant Inspector General for Audit (Information Systems Programs), at (202) 622-8510.

 

Table of Contents

Background

Management Actions Have Improved Some Controls in the Telecommunications Programs

Many Telecommunications Programs Have Similar Control Weaknesses That Were Not Timely and Effectively Resolved

Recommendation 1:

Recommendations 2 and 3:

Appendix I – Detailed Objective, Scope, and Methodology

Appendix II – Major Contributors to This Report

Appendix III – Report Distribution List

Appendix IV – Outcome Measures

Appendix V – Telecommunications Costs Control Issues

Appendix VI – Management’s Response to the Draft Report

 

Background

One of the Internal Revenue Service’s (IRS) major strategies contained in the IRS Strategic Plan Fiscal Years (FY) 2000 – 2005 is to provide high-quality, efficient, and responsive information services.  To accomplish this strategy, the IRS plans to improve its ability to manage telecommunications services.  The FY 2002-2003 Modernization and Information Technology Services (MITS) Program Plan states that the Telecommunications Division’s mission is to provide the most efficient and cost-effective telecommunications service delivery to all customer segments.  The Telecommunications Division is responsible for purchasing, operating, and maintaining telephones, voice mail, pagers, cellular telephones, and data networks for more than 100,000 IRS employees in over 750 locations. The Telecommunications Division’s budget for FY 2002 totaled $281 million. 

Over the last 9 years, the Treasury Inspector General for Tax Administration (TIGTA), formerly the IRS’ Internal Audit function, conducted 7 audits reviewing controls within the Telecommunications Division, including the long distance, data network, calling card, cellular telephone, and local telephone service programs.  

Audit work was conducted at the National Headquarters in New Carrollton, Maryland; Memphis, Atlanta, and Cincinnati IRS Campuses; and District of Columbia Metro, Northeast, and Southeast Area Offices during the period March through June 2002.  The audit was conducted in accordance with Government Auditing Standards.  Detailed information on our audit objective, scope, and methodology is presented in Appendix I.  Major contributors to the report are listed in Appendix II.

Management Actions Have Improved Some Controls in the Telecommunications Programs

The IRS began work to improve controls and accountability in the Telecommunications Division based, in part, on our prior audit findings reported almost 9 years ago.  Since that time, IRS management has implemented several corrective actions to improve controls in the telecommunications programs. For example:

·        In the local telephone service program, management installed new systems to block 900 number calls, route outgoing calls over the telephone lines that will result in the least cost, and restrict the type of telephone services made available based on the specific telephone units and users.   

·        In the Treasury Communications System (TCS) program, management implemented the monthly Billing Invoices Resolution reconciliation with the TCS contractor to improve controls over the process for verifying the TCS invoices.

In addition, the IRS is currently implementing the Telecommunications Asset Tool (TAT) to be used to address many of the reported control weaknesses.  The TAT is scheduled to be fully operational by November 2002, when the Enhanced Financial Module is implemented.  The Enhanced Financial Module is intended to improve the billing review process for local telephone services by automating the invoice validation process, centrally capturing service and costs data, allowing on-line validation and certification of local telephone costs, and providing invoice analysis.

Many Telecommunications Programs Have Similar Control Weaknesses That Were Not Timely and Effectively Resolved

The Department of the Treasury Directive (TD) 40-04, Treasury Internal (Management) Control Program; Office of Management and Budget (OMB) Circular A-123, Management Accountability and Control; and the Federal Managers Financial Integrity Act (FMFIA) provide guidance on the internal (management) controls required to reasonably ensure that programs and resources are protected from waste, fraud, and mismanagement.  In addition, OMB Circular A-123 holds agency managers responsible for taking timely and effective action to correct deficiencies.  Management also has a responsibility to identify and implement corrective actions regarding agreed to Inspector General audit recommendations within 1 year to the extent practicable.

The IRS’ Management Controls Accountability Program  (MCAP) defines management controls as the programs, policies, and procedures for ensuring that mission and program objectives are accomplished and resources are adequately safeguarded.  The MCAP also assigns IRS managers stewardship and accountability for IRS operations and prompt correction of management control deficiencies.

Seven audits over the last 9 years reviewed various aspects of the Telecommunications Division’s controls. While management initiated corrective actions after each audit, our analysis of the results of these prior audit reports found that  1) standardized policies and procedures were not issued to clearly define the roles and responsibilities for effectively managing and operating the various telecommunications programs and 2) management actions were not adequate to ensure that corrective actions are timely and effectively implemented.  In addition, corrective actions to address FMFIA material weaknesses did not include actions to address financial control weaknesses in all telecommunications programs.

The control weaknesses identified in the prior audit reports may have cost the IRS approximately $15 million in questionable and unnecessary charges for telecommunications equipment and services.  Since the audit work identifying the control weaknesses was performed at only a few IRS locations and was based on samples of billing invoices, the actual amount of questionable and unnecessary charges could be higher.  See Appendix V for a listing of the prior reports, reported control weaknesses, and potential cost savings.

Standardized policies and procedures were not issued to clearly define the roles and responsibilities for effectively managing and operating the various telecommunications programs

In five of the seven prior audit reports, we reported that the IRS did not issue standardized policies and procedures.  Specifically, the IRS did not issue policies and procedures for 1) reviewing the monthly invoices for telecommunications equipment and services to identify questionable and unnecessary charges; 2) periodically reviewing telecommunications inventories to validate acquisitions and dispositions of assets; and 3) periodically reviewing the acquisition and usage of telecommunications resources, equipment, and services to identify opportunities for more efficient use of the IRS’ data network resources.

Our audit report, Improvements Are Needed in the Telecommunications Data Network Management Program  (Reference Number 2002-20-026, dated November 2001), reported that ineffective network capacity planning and traffic analyses may have cost the IRS approximately $1.9 million in installation costs for excess circuitry and that duplicate network monitoring activities could cost the IRS approximately $4.8 million over 5 years.  In July 2002, the IRS reduced annual funding for existing contracts by $2.3 million because it transferred network monitoring responsibilities to the TCS contractor.  This action will result in cost savings of approximately $11.5 million over 5 years (see Appendix IV).

In February 2002, an independent contractor’s analysis of the IRS’ information technology infrastructure program subsequently confirmed our audit results.  The contractor reported that the IRS could realize additional savings totaling up to approximately $59 million over several years by 1) eliminating unnecessary network capacity and redundancy; 2) negotiating with the Department of the Treasury to reduce the administrative costs for providing the WAN; 3) eliminating excess costs for unused telephones and toll-free numbers; and 4) moving to a system of usage-based accounting. The total cost savings presented in the contractor’s report were not allocated to the specific telecommunications programs.

We also found no standardized policies and procedures in the current audit of the IRS’ management of the local telephone services program.  We reviewed the local telephone services monthly billing invoice review process and found that the IRS was not adequately reviewing the invoices. The Telecommunications Division provides no guidance or management oversight to the local offices for reviewing monthly billing invoices for local telephone services.  The review procedures are developed by the local telecommunications personnel and vary significantly among offices, ranging from no documented procedures to in-depth procedures. 

Reviewing the local telephone bills is an extremely labor-intensive manual process and is performed by only one Telecommunications Division employee in most offices. While each of the offices that we visited perform monthly telephone billing reviews, the reviews do not include an in-depth analysis of the invoices to identify unauthorized charges and verify that the IRS is not being charged for telephone services at vacated offices.  For example, the monthly billing invoice reviews performed in 1 of the local offices had not identified more than $200,000 in overcharges for services provided by the local carrier over a period of 6 years.  The overcharge was subsequently identified during an account review by the local carrier and a credit was applied to the IRS’ account.  The FY 2002 Telecommunications Budget includes nearly $40 million for local telephone services that could be subject to overcharges.

Standardized policies and procedures were not developed and implemented because of the Telecommunications Division’s decentralized work environment, unclear program accountability, inadequate resources, and other work priorities.  Without standardized procedures for effectively managing and operating the various telecommunications programs, the IRS has no assurance that its telecommunications costs are accurate and necessary. 

Management actions were not adequate to ensure that corrective actions are timely and effectively implemented

For almost a decade, IRS management has been attempting to improve management controls and accountability in the Telecommunications Division.  However, management control weaknesses continue to exist throughout the Telecommunications Division because the corrective actions taken in response to our recommendations or the IRS-identified FMFIA material weaknesses were delayed, were one-time actions instead of permanent process improvements, or were not effective in resolving the control weakness.

The IRS has continually experienced significant delays in completing the planned corrective actions. The following table outlines the corrective action completion time periods.

Table 1:  Corrective Action Completion Time Periods

Corrective Actions Resolution Time Periods Based on Original Due Date

Corrective Actions Tracked by the FMFIA

Additional Corrective Actions Tracked by the ITCS

 

Total

Timely – completed by the original due date

15

30

45 (46%)

Completed less than
6 months after the original due date

2

1

3 (3%)

Completed 6 to 12 months after the original due date

4

4

8 (8%)

Completed 12 to 24 months after the original due date

0

2

2 (2%)

Completed greater than
24 months after the original due date

2

0

2 (2%)

Open – Future Original Due Date

0

9

9 (9%)

Open – Extended Original Due Date  (from 1 month to almost 9 years)

4

24

28 (29%)

Totals

27

70

97 (100%)

Source:  IRS ITCS A-16 Reports (as of May 14, 2002), Material Weakness IRS 2A-94-3, Internal Controls Over Telecommunications Costs (updated June 2002), and Management’s Response to TIGTA Report: Verification of the Treasury Communications System Invoices Should Be Improved (Reference Number 2002-20-073, dated April 2002).

Based on the above table, only 46 percent of the IRS’ planned corrective actions were timely completed, 15 percent of the corrective actions were completed after the original due date, and 38 percent of the corrective actions remain open.  One of the corrective actions was completed 8 years after the original due date.  In addition, IRS management has extended the original due date for 28 of the corrective actions, 7 of which have been open from 3 to 9 years.

Some of the corrective actions taken to address control weaknesses were performed as one-time actions instead of permanent process improvements.  For example, the IRS inventoried all calling cards and cellular telephones in July 1994, in response to recommendations made in the audit report, Review of the Service’s Controls Over Voice Telecommunications Charges (Reference Number 034908, dated September 1993), and committed to conducting annual inventories.  However, the IRS completed only 1 inventory of calling cards in the following 6 years and no inventory of cellular telephones in the following 7 years.  IRS management advised that they created a current calling card inventory when the IRS changed Federal Telecommunications System (FTS) vendors in Calendar Year 2000.

In addition, IRS management agreed to develop and implement a system to improve controls over the monitoring and use of the FTS telephone services.  However, the Billing Analysis Reporting Tool (BART) system was never completely and effectively implemented because the National Treasury Employees Union did not approve the revised review criteria.  The IRS initiated development of a subsequent system, Sprint Interactive Desktop Reporter (SPIDR), because of the change in the FTS vendor.  However, the SPIDR was never fully implemented because of changes in functional requirements.  As a result, effective cost controls were never implemented.

The IRS is currently implementing another new system, the TAT, to address the control weaknesses. However, management has no assurance that the TAT will effectively resolve the existing telecommunications management and cost control issues until it is fully implemented with effective policies and procedures. 

The ineffective program management has been facilitated by numerous reorganizations and changes in executive management within the Telecommunications Division.  Without the timely and effective implementation of corrective actions, the IRS has no assurance that the telecommunications resources are effectively used.

Corrective actions to address FMFIA material weaknesses do not include actions to address financial control weaknesses in all telecommunications programs

In 1994, the IRS reported the internal controls over its telecommunications costs as a material weakness and began tracking corrective actions.  Recently, the IRS expanded the FMFIA corrective actions plan to include issues and corrective actions addressing control weaknesses in the local telephone services program.  The open corrective actions include items such as:

·        Implement the TAT system nationwide to detect and identify potential fraud, waste, and abuse charges and to monitor employee telephone usage.

·        Implement a cellular phone inventory compilation module.

Although the IRS plans to complete these corrective actions and close this material weakness by March 2003, corrective actions addressing control weaknesses in the TCS invoice review process are still not reported and tracked under the FMFIA because IRS management has not classified the reported weaknesses as material weaknesses. 

Without adequate controls to ensure that management develops and tracks corrective actions addressing control weaknesses in all Telecommunications Division program areas, the IRS has no assurance that its FY 2002 $281 million telecommunications budget is adequately safeguarded against improper billings, unauthorized use, or misappropriation.

Recommendations

The Deputy Commissioner for Modernization & Chief Information Officer should ensure that:

1.      Standardized policies and procedures for local telephone billing verification are developed and implemented when the TAT Enhanced Financial Module is implemented.

Management’s Response:  Management will implement standardized policies and procedures for local telephone billing verification by April 2003, when the enhanced financial module of the TAT is implemented.  Management will make these policies and procedures accessible to appropriate personnel through the TAT and the Internal Revenue Manual and will have processes in place to ensure compliance with the bill verification policies.  

2.      Telecommunications Division management take appropriate actions to timely and effectively complete the open corrective actions and develop processes to assure that the corrective actions are institutionalized to prevent recurrence of the identified control weaknesses.

Management’s Response:  Management has efforts underway to ensure that all corrective actions are completed timely and to implement validation processes to ensure they are effective and enforced. Management will also review controls to ensure that corrective actions are institutionalized to prevent recurrence of the identified control weaknesses.

3.      The corrective actions for the TCS invoice verification are included and tracked as part of the FMFIA telecommunications costs control weakness.

Management’s Response:  Management will include the corrective actions for TCS invoice verification as part of the FMFIA material weakness for telecommunications costs.

 

Appendix I

 

Detailed Objective, Scope, and Methodology

 

The overall objective of this review was to evaluate the Internal Revenue Service’s (IRS) management of local telephone service costs and to provide an overall assessment of the effectiveness of the IRS’ controls over its telecommunications costs.  To accomplish this objective, we:

I.                    Evaluated the effectiveness of controls over local telephone service costs by interviewing telecommunications personnel in the National Headquarters and selected local offices to identify their roles and responsibilities for managing and monitoring costs and determine whether these roles and responsibilities were clearly defined.  In addition, obtained and reviewed policies and procedures for reviewing local telephone bills and obtained a walk-through of the billing review and reconciliation process.

II.                 Determined the current status of corrective actions from the audit report, Review of the Service’s Controls Over Voice Telecommunications Charges (Reference Number 034908, dated September 1993).  In addition, determined whether the new system installed by IRS management to address the material weakness in controls over its telecommunications costs for local telephone services effectively blocked 900 number calls, provided least cost routing, and established class of service restrictions.  Also reviewed the comprehensive plan developed for managing telecommunications resources.

III.               Reviewed the prior Treasury Inspector General for Tax Administration, formerly the IRS’ Internal Audit function, audit reports presented in Appendix V of this report to identify similar cost control issues.  Summarized the reported findings and developed an overall assessment of the controls over telecommunications costs.  In addition, identified the overall telecommunications problems from the various reviews that indicated a need for program-wide corrective actions by IRS management.

IV.              Interviewed management and staff responsible for the Telecommunications Asset Tool (TAT) implementation to determine the project’s development/implementation status.  In addition, obtained and reviewed project documents, including the project plan, implementation schedule, and progress reports to identify the features implemented and the scheduled implementation dates for the remaining features.

The documents were reviewed only for implementation status information. A systems development or compliance review of the TAT was not conducted.

 

Appendix II

 

Major Contributors to This Report

 

Scott E. Wilson, Assistant Inspector General for Audit (Information Systems Programs)

Gary Hinkle, Director

Danny Verneuille, Audit Manager

Christopher Funke, Senior Auditor

Steven Gibson, Auditor

Olivia Jasper, Lead Auditor

 

Appendix III

 

Report Distribution List

 

Commissioner  N:C

Deputy Commissioner  N:DC 

Chief, Information Technology Services  M:I

Director, End User Equipment and Services  M:I:EU

Director, Enterprise Networks  M:I:EN

Director, Enterprise Operations  M:I:EO

Chief Counsel  CC

National Taxpayer Advocate  TA

Director, Legislative Affairs  CL:LA

Director, Office of Program Evaluation and Risk Analysis  N:ADC:R:O

Office of Management Controls  N:CFO:F:M

Audit Liaisons:

Chief, Information Technology Services  M:I

Director, End User Equipment and Services  M:I:EU

Director, Enterprise Networks M:I:EN

Director, Enterprise Operations M:I:EO

Office of Program Oversight and Coordination  M:R:PM:PO

 

Appendix IV

 

Outcome Measures

 

This appendix presents detailed information on the measurable impact that our recommended corrective actions will have on tax administration.  These benefits will be incorporated into our Semiannual Report to the Congress.

 

Type and Value of Outcome Measure:

·        Cost Savings, Recommendations That Funds Be Put to Better Use – Actual; additional $11.5 million reduced contract personnel costs (see page 2).

Methodology Used to Measure the Reported Benefit:

In November 2001, the Treasury Inspector General for Tax Administration reported that the Internal Revenue Service (IRS) could save approximately $4.8 million in salaries over 5 years by eliminating the overlapping network monitoring and problem reporting duties performed by the Telecommunications Division National Network Management Center contractors and employees of the Martinsburg Computing Center and Tennessee Computing Center.  However, this amount was not reported in the Semiannual Report to the Congress for the period October 1, 2001 through March 31, 2002.  In July 2002, the IRS reported that a reduction in network monitoring contract personnel resulted in reduced contract funding of $2.3 million.

Actual cost savings resulting from the reduction in network monitoring contract personnel reported by the IRS for Fiscal Year 2002

 $2,300,000

Estimated 5-year savings ($2,300,000 * 5 years)

$11,500,000

  

Appendix V

 

Telecommunications Costs Control Issues

 

The following table includes the seven related audit reports issued by the Treasury Inspector General for Tax Administration (TIGTA), formerly the Internal Revenue Service’s (IRS) Internal Audit function, the common telecommunications costs control issues that were reported throughout the various telecommunications programs, and the corrective actions that management agreed to implement to effectively address these weaknesses.  The table also includes, where applicable, the estimated $15 million in actual and potential costs savings that were previously identified by the TIGTA in these reports.   

Analysis of Related TIGTA Audit Reports and Planned Corrective Actions

 

Report Name and Number and Identified Cost Savings

Condition Reported

Corrective Actions

Targeted Completion Date

Actual Completion Date

1.

Review of the Service’s Controls Over Voice Telecommunications Charges (Reference Number 034908, dated September 1993)

 

 

1. The IRS’ cost technology is not adequate to control charges for commercial toll, third party, and Federal Telecommunications System (FTS) long distance calls.  

 

2. Management did not develop national guidelines and procedures on the authorized usage and billing verification for cellular telephones, calling cards, commercial long distance, and FTS2000 services.

 

3. Calling card inventory was not accurate.

 

4. The IRS does not have adequate controls over its cellular telephones and services.

5. Monthly calling card charges were not adequately reviewed to identify questionable and potentially fraudulent telephone charges.

1. Install new technology to provide least cost routing, 900 number blocking, and class of service restrictions.

 

2. Develop and update the Internal Revenue Manual (IRM) to include comprehensive policies and procedures for FTS2000, calling card, commercial, and cellular telephone usage and billing verification.

 

3. Conduct an inventory of calling cards and certify the accuracy of inventories annually.


3a. Update the IRM to include newly developed calling card inventory guidelines and procedures.

 

4. Conduct an inventory of cellular telephones and certify accuracy of inventories annually.

 

5. Require management to perform monthly calling card billing analyses, produce exception reports, and forward results to the National Office.  

1. October 1, 1993

 

 

 

 

2. December 1, 1993

 

 

 

 

 

 

 

3. November 1, 1993

 

 

 

 

 

3a. December 1, 1993

 

 

 

 

 

4. November 1, 1993

 

 

5. November 1, 1993

1. October 1, 1993

                

 

 

 

2. Open - Delayed

 

 

 

 

 

 

 

 

 

3. November 1, 2001

 

 

3a. December 1, 1993

 

 

 

 

 

 

4. Open - Delayed

 

5. July 15, 1994

 

2.

Review of the Service’s Efforts to Control Off-Net Long Distance Telecommunications Costs (Reference Number 082603, dated March 1998)  

 

Cost Savings:  Thousands of dollars each month in questionable and potentially fraudulent telephone charges.

 

1. Management has not developed procedures and review criteria for using the Billing Analysis Reporting Tool (BART) to identify unauthorized personal use of FTS2000.

2. Roles and responsibilities for BART reviews were not clearly defined.

1. Develop procedures and review criteria for using the BART to identify unauthorized personal use of FTS2000.

2. Develop detailed procedures clearly defining the roles and responsibilities for conducting required BART reviews.

2a. Management will require quarterly BART reviews.

2b. Ensure consistent implementation nationwide.

 

1. June 1, 1998

 

 

 

 

2. June 1, 1998

 

 

 

2a. June 1, 1998

 

 

 

2b. July 1, 1998

 

 

1. December 29, 1998

 

 

 

 

 

2. June 1, 1998

 

 

 

2a. February 17, 1998

 

 

2b. January 1, 1999

 

3.

Cost Savings Can Be Achieved Through Improved Monitoring of the Treasury Communications System Contract (Reference Number 2000-10-028, dated February 2000)

 

Cost Savings:  Approximately

$6.3 million over

5 years in contract costs for circuits and equipment that could not be identified or had been removed from service.

1. The IRS is not properly verifying invoices for the Treasury Communications System (TCS) contract to ensure that all costs are appropriate.

1. Implement a process for performing detailed analysis of the monthly TCS invoices.

2. Implement a monthly Billing Invoices Resolution reconciliation with the TCS to ensure that the IRS is receiving the appropriate credits.

1. June 1, 2000

 

 

 

2. April 1, 2000

1. June 1, 2000

 

 

 

2. October 1, 1999

4.

Monitoring of Long Distance and Cellular Telephone Costs Continues To Need Improvement (Reference Number 2001-20-171, dated September 2001)

 

Cost Savings: Approximately

$1.1 million in questionable telephone call charges for Calendar Year 2000.

1. The IRS does not conduct regular reviews of charges for long distance telephone calls to assure accuracy and reasonableness.

2. The IRS did not implement policies and procedures for issuing cellular telephones, maintaining cellular telephone inventories, and reviewing monthly usage charges for cellular telephones.

 

1. Implement guidelines and procedures for reviewing long distance telephone charges using approved criteria.

1a. Implement the Telecommunications Asset Tool (TAT) Release 4 with procedures for verifying long distance billing.

2. Conduct annual inventory of calling cards.

2a. Conduct annual inventory of cellular telephones. 

2b. Implement national guidelines and procedures for cellular telephone issuance, usage, and monitoring.

1. December 1, 2001

 

 

 

 

 

1a. March 1, 2002

 

 

 

 

2. November 1, 1993

 

 

2a. November 1, 1993

 

 

2b. December 1, 1993

 

1. Open - Delayed

 

 

 

 

 

1a. May 2, 2002

 

 

 

 

2. November 1, 2001

 

 

 

2a. Open - Delayed

 

2b. Open - Delayed

5.

Improvements Are Needed in the Telecommunications Data Network Management Program  (Reference Number 2002-20-026, dated November 2001)

Cost Savings: Approximately

$4.8 million over

5 years in duplicate network monitoring activities, and

$1.9 million in installation costs for excess circuitry.

1. The IRS has not implemented nationwide policies and procedures defining network monitoring responsibilities, established problem

resolution timeliness standards, and documented traffic and performance analyses.

1. Develop and implement clear guidelines defining roles and responsibilities for network management.

1. March 1, 2002

1. Open - Delayed

6.

Management Advisory Report:  Review of Longstanding Concerns with the Treasury Communications System Program (Reference Number 2001-20-109, dated July 2001)

1. Control weaknesses still exist in the TCS billing and review process.

1. This Management Advisory Report did not require a response by IRS management.  Therefore, no corrective actions were identified.

1. N/A

1. N/A

7.

Verification of the Treasury Communications System Invoices Should Be Improved (Reference Number 2002-20-073, dated April 2002)

 

Cost Savings: Approximately $66,375 in costs for circuits and equipment that had been removed from service, and $982,806 in maintenance contract fees for selected equipment.

1. The IRS did not issue policies and procedures to ensure that charges for all offices on TCS invoices are consistently verified, reported, and reconciled or that the IRS received the credits agreed to by the contract. 

1a. Create a financial management unit responsible for validating each invoice monthly.

1b. Centralize resources responsible for the TCS ordering and invoice validation processes within a single business unit.

1a. July 1, 2002

 

 

 

1b. October 1, 2002

 

1a. Open - Future Date

 

 

 

 

1b. Open - Future Date

Source:  TIGTA, formerly the IRS’ Internal Audit function, Prior Audit Reports (referenced in table), IRS Inventory Tracking and Closure System A-16 Reports (as of May 14, 2002) and Material Weakness IRS 2A-94-3, Internal Controls Over Telecommunications Costs (updated June 2002).

 

Appendix VI

 

Management’s Response to the Draft Report

 

The response was removed due to its size.  To see the complete response, please go to the Adobe PDF version of the report on the TIGTA Public Web Page.