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E-Rate 101: Basics of the program Fall 2011

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Title: E-Rate 101: Basics of the program Fall 2009 Author: pjacobs Last modified by: pjacobs Created Date: 9/30/2009 6:30:55 PM Document presentation format – PowerPoint PPT presentation

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Title: E-Rate 101: Basics of the program Fall 2011


1
E-Rate 101 Basics of the program Fall
2011
2
Contact information
  • Schools and districts
  • Pam Jacobs
  • 515-975-0071
  • pam.jacobs_at_iowa.gov
  • Public Libraries
  • Jay Peterson
  • 515-281-4499
  • jay.peterson_at_lib.state.ia.us

3
What is E-rate?
  • Discount Program for Schools and Libraries
  • 20-90 discounts on telecommunications services,
    telecommunications, Internet access, internal
    connections and maintenance for internal
    connections
  • Annual 2.25 billion program nationwide (plus
    annual inflation factor and any potential
    roll-over funds)
  • NOT a competitive grant program

4
Who are the E-rate players?
  • Congress
  • FCC (Federal Communications Commission)
  • USAC (Universal Services Administrative Company)
  • SLD (Schools and Libraries Division)
  • PIA (Program Integrity Assurance)

5
Who is eligible to participate and to receive
funding?
  • Public libraries
  • School districts and non-public schools

6
Library Eligibility
  • Non-profit, public libraries
  • Eligible for LSTA (Library Services and
    Technology Act)
  • Can be
  • single library
  • consortia
  • library system

7
School Eligibility
  • All public schools
  • school districts
  • AEAs
  • Non-public schools
  • Non-profit, private K-12 schools with endowment
    of 50M or less
  • Other school programs as determined by Iowa
    Department of Education (see DE Directory)
  • Must meet federal definition of elementary or
    secondary school

8
What is my discount?
  • Two criteria determine your discount
  • Poverty of the students
  • Location of the school(s) or library

9
Poverty
  • Based on National School Lunch Program
    Eligibility
  • Direct Certification Data is permitted (not just
    the number of students participating in NSLP)
  • As a school/district, you are allowed to use
    October 1 data or most current figure available
  • Libraries use discount from school district in
    which they are located.

10
Location
  • Urban/Rural defined by Counties

11
Iowa counties which are urban
  • Black Hawk
  • Dallas
  • Dubuque
  • Johnson
  • Linn
  • Polk
  • Pottawattamie
  • Scott
  • Warren
  • Woodbury

12
Discount Matrix
Percent of Eligible Students Urban Rural
Less than 1 20 25
1 - 19 40 50
20 - 34 50 60
35 - 49 60 70
50 -74 80 80
75 -100 90 90
13
What is funded through e-rate?
  • Five categories of service
  • Priority 1 (funded first)
  • Telecommunications Services
  • Telecommunications
  • Internet Access
  • Priority 2 (starts with neediest applicants)
  • Internal Connections
  • Basic Maintenance of Internal Connections

14
Eligible Services Telecommunications Services
(priority 1)
  • Must be provided by a telecommunications carrier
  • Examples
  • Local long distance
  • Cell phone service
  • Digital transmission services (e.g. Ethernet,
    Metro-e, etc.)

Including all taxes and surcharges!
15
Eligible Telecommunications Services (priority 1)
cont.
  • Voicemail
  • Wireless transmission service for 2-way
    communications (e.g. wireless connection from
    your high school to the elementary)
  • Centrex
  • Android/Blackberry/i-phone data service

16
Eligible Services Telecommunications (priority
1) NEW CATEGORY in 2011
  • Leased fiber or dark fiber (i.e. fiber is then
    lit by the provider or is lit by the
    applicant)
  • Apply for this on form 470 under 2 categories
    telecommunications services and Internet

17
Eligible Services Internet Access (priority 1)
  • Internet Access Services
  • Web hosting service
  • Android/Blackberry/i-phone data service

18
Eligible Services Internal Connections (priority
2)
  • Telecommunications wiring inside buildings (e.g.
    CAT-5, CAT-6, fiber)
  • Routers
  • Switches
  • Hubs
  • Network servers
  • System operating software
  • Wireless LANs
  • Private branch exchange (PBX)

19
Eligible Services Maintenance of internal
connections (priority 2)
  • Maintenance of previously purchased internal
    connections (does NOT include end-user equipment
    such as computers)
  • Rules changed about SMARTnet-type billing (must
    bill for actual hours not a service contract
    amount)

20
Where can we see the eligible services list?
  • Answer Eligible services list for 2011 is at
    http//www.usac.org/_res/documents/sl/pdf/ESL_arch
    ive/EligibleServicesList_110910.pdf
  • 2012 list is in draft form and should be
    finalized soon

21
Discounts come in 2 forms
  • Discounts on bills OR
  • Reimbursements from service provider (service
    provider gets reimbursed by USAC)

22
How Discounts Work
How Discounts/SPIs Work
100
You get 55
(existing) bills
in discounts
you would pay
You apply to for discounts
K
The vendor

s bill
drops by 55
Vendor
Vendor invoices
gets 55
USAC/USAC approves
from SLD!
invoice
You now only
owe 45
J

23
How Reimbursements Work

24
General rules of e-rate
  • Competitive bid posted on USAC web site for 28
    days
  • Price must be the single most important factor
  • Your district/school/library must create a bid
    evaluation matrix to determine winning bid(s).
    For a sample, see http//www.usac.org/_res/documen
    ts/sl/pdf/2007_training/samples-checklist-vendor-s
    election-templates.pdf

25
General rules of e-rate
  • Application in window to SLD each year
  • If applying for both priority 1 and priority 2
    services, put priority 1 and priority 2 on
    separate application forms (i.e. do not put
    priority 2 requests on the same application as
    priority 1)
  • SLD funds on rules of priority
  • Priority 1 Telecom services, Telecom, and
    Internet Access
  • Priority 2 Internal Connections and Maintenance

26
2 in 5 Rule
  • Applies only to internal connections (priority 2)
  • An applicant can only get internal connections
    funding in 2 out of 5 years
  • Questions about this? Give me a call.

27
What about the tech plan?
  • Tech plans are only needed if filing for priority
    2 services. THIS IS NEW! (previously everyone
    had to do tech plans, even for priority 1
    services).
  • We are now advising everyone to do a priority 2
    tech plan.
  • For schools and districts, your tech plan will be
    effective for three years (2012-2014).

28
Priority 2 (P2) funding
  • Should our district/school/library apply for P2
    funding?
  • Yes! While highly unusual, the FCC granted all
    P2 requests for funding year 2010.
  • If you are a district, we urge you to file for P2
    by individual building.
  • Does that mean well be funded for P2 in 2012 and
    beyond?
  • The FCC stated that theres no assurance of P2
    funding in future years.

29
Tip 1 Get organized by funding year
  • Create a notebook and/or electronic file
  • Form 470
  • Form 471
  • Form 486
  • BEAR (if used)

30
Tip 2 Get frequent updates
  • Listserv
  • AEAUSF_at_iptv.org
  • USAC offers frequent updates

31
Tip 3 Get support!
  • Have a backup person in your school/district/libra
    ry
  • Build support with your business office,
    supt./director and tech person
  • Contact your AEA or library e-rate expert

32
Now You Know the Rules. Lets Walk Through the
Application Process
33
Application Process at a Glance
  1. Form 470 May file any time but usually is filed
    no later than end of November
  2. Wait 28 days! Must wait that long!
  3. Form 471 window will likely open in January
    likely close in March (dates not yet set)
  4. Wait for questions from PIA
  5. Funding commitment decision letter (comes in the
    mail)
  6. Form 486 file to confirm services
  7. If getting reimbursements, form 472 (BEAR)

34
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35
Form 471
  • Form 471 window will likely open in January
    and close in March

36
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37
Next steps
  • Wait for questions from PIA, e.g.
  • Questions about your funding request
  • Verification of your discount
  • Funding commitment decision letter
  • File form 486

38
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39
Reimbursements?
  • Form 472(BEAR form)
  • Available in online format if you have a PIN
  • Service provider must OK this form (they have
    access to the online BEAR form with their own PIN)

40
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41
Upcoming sessions
  • October/November (dates TBD) Filing form 470
  • December/January (dates TBD) Filing form 471
  • Watch AEAUSF listserv for details!

42
Resources to Remember
  • SLD web site www.universalservice.org/sl/
  • E-rate Central www.e-ratecentral.com
  • Iowa E-rate www.iptv.org/iowa_database/erate
  • SLD Client Service Bureau 888-203-8100
  • pam.jacobs_at_iowa.gov 515-975-0071
  • Jay.peterson_at_lib.state.ia.us 515-281-4499
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