Presented by: Tricia Dalton Fall 2006 E-rate Newbie Training 2007
What is E-rate? <ul><li>Telecommunications Act of 1996 established “Universal Service Discount Program for Schools and Lib...
Who Administers E-rate?* <ul><li>FCC  </li></ul><ul><ul><li>Created program and its rules </li></ul></ul><ul><li>USAC  </l...
Fair Warning! <ul><li>E-rate is not an easy process </li></ul><ul><li>Only for the strong willed and determined </li></ul>...
Getting Organized <ul><li>E-rate Binder contains  everything : </li></ul><ul><ul><li>Forms, Instructions, Samples </li></u...
E-rate Admin Acronyms <ul><li>Client Service Bureau (CSB) </li></ul><ul><ul><li>E-rate “Help Desk” where applicant & servi...
Resources to Remember* <ul><li>SLD web site:  www.sl.universalservice.org </li></ul><ul><li>SLD CSB:  888-203-8100 </li></...
Applicants <ul><li>Must have E-rate Entity Number to participate </li></ul><ul><ul><li>One for every building in your dist...
Funding Priorities <ul><li>Needed because demand exceeds cap of $2.25 billion </li></ul><ul><li>Priority One: Telecommunic...
Funding Priorities <ul><li>What does this mean? </li></ul><ul><ul><li>Always apply for all telecommunications services and...
Exactly what services ARE and are NOT eligible? New Eligible Services Listed has not been released yet.
Eligible Telecom Services <ul><li>MUST be provided by regulated telecommunications carrier </li></ul><ul><ul><li>Must have...
Eligible Telecom Services,  cont. <ul><li>Wireless Services </li></ul><ul><ul><li>Cellular service – all staff eligible </...
Ineligible  Telecom Services <ul><li>Sharing of bandwidth </li></ul><ul><li>900 Calls </li></ul><ul><li>Payphones </li></u...
Tariffed Services/MTM* <ul><li>Services that are purchased mainly from a phone company, such as T1 </li></ul><ul><li>OR </...
Fiber Networks* <ul><li>Dark Fiber (unlit) is not eligible </li></ul><ul><li>Lit Fiber is eligible … IF </li></ul><ul><ul>...
Internet Access <ul><li>Eligible: </li></ul><ul><ul><li>Subscription fee to ISP  </li></ul></ul><ul><ul><li>E-mail  </li><...
On-premise, Priority 1 Equipment* <ul><li>Permitted if bundled from telco or ISP </li></ul><ul><li>Must certify: </li></ul...
Eligible Internal Connections <ul><li>Network and phone wiring </li></ul><ul><li>Routers </li></ul><ul><li>Switches </li><...
Ineligible  Internal Connections <ul><li>Network management s/w </li></ul><ul><li>Routers for remote access </li></ul><ul>...
Eligibility Issues* <ul><li>Purchased Wide Area Networks (WANs) are  not  E-rate eligible. </li></ul><ul><ul><li>If leased...
Gotcha! Words to Never Use <ul><li>2-way Radios/walkie-talkie (direct connect OK as a cell service) </li></ul><ul><li>Filt...
Application process at a Glance*
Year 10 Details <ul><li>For services rendered 7/1/2007 - 6/30/2008 </li></ul><ul><li>Application process has begun! </li><...
You Must Have a Technology Plan!* <ul><li>Five SLD technology plan criteria </li></ul><ul><ul><li>Goals and Strategies for...
Technology Plans, cont. <ul><li>Vendors cannot write or approve technology plans </li></ul><ul><li>No tech plan required f...
Competitive Bidding <ul><li>Everyone must do it </li></ul><ul><ul><li>Even if no competition in your area </li></ul></ul><...
Competitive Bidding on SLD web site using Form 470* <ul><li>File Form 470 any time to begin procurement process </li></ul>...
Form 470 <ul><li>File online  </li></ul><ul><li>Posted on SLD web site 28-days </li></ul><ul><li>Must have form posted on ...
Get 470 Information Immediately!* <ul><li>Posted 470 available on SLD web site to view </li></ul><ul><li>Upper right corne...
Next:  Bid Evaluation* <ul><li>After 470 is posted for at least 28 days, review all bids received for all services </li></...
Choosing the Winning Bid <ul><li>Applicant must pick “most cost-effective bid” </li></ul><ul><li>Cost doesn’t have to be o...
Signing E-rate Contracts* <ul><li>Signing Contracts/Selecting Provider must be done  before  you submit 471 </li></ul><ul>...
Signing E-rate Contracts* <ul><li>List contract extensions and contract expiration dates </li></ul><ul><ul><li>These also ...
Next:  Filing the 471 <ul><li>Very important form </li></ul><ul><ul><li>Watch listserve for reminders </li></ul></ul><ul><...
What is My Discount?* <ul><li>Two criteria make up discount: </li></ul><ul><ul><li>Poverty </li></ul></ul><ul><ul><li>Loca...
Poverty – NSLP Data* <ul><li>Based on National School Lunch Program  Eligibility </li></ul><ul><ul><li>Eligibility based o...
Discount Matrix for Single School* % of Students Eligible for School Lunch Program Discounts
Alternative Measures to NSLP Data* <ul><li>Goal: Discounts based on true eligibility – not participation. </li></ul><ul><l...
Alternative Measures to NSLP* <ul><li>Also, participation in these programs also qualifies: </li></ul><ul><ul><li>TANF </l...
Discount Calculations by Entity* <ul><li>Schools: Use straight matrix discount </li></ul><ul><li>Districts: Use weighted a...
Form 471 Filing Tips <ul><li>File and certify online! </li></ul><ul><li>Multiple forms OK </li></ul><ul><li>No one-to-one ...
30% Rule - Important <ul><li>30% or more of FRN Ineligible </li></ul><ul><ul><li>SLD will deny entire request </li></ul></...
Cost Allocation Guidelines* <ul><li>If service or component is part eligible/part ineligible: </li></ul><ul><ul><li>Must p...
Item 21: Description of Services* <ul><li>Probably most crucial piece of 471 </li></ul><ul><ul><li>Part of form used to de...
Item 21 Attachments – Paper* <ul><li>Provide enough information, but not too much </li></ul><ul><li>Identify each attachme...
Item 21:  New Online Description of Services* <ul><li>Consistent format </li></ul><ul><li>Don’t need to submit bills or co...
471 Certifications - Important <ul><li>Have secured access to all non-eligible resources (computers, training, software, m...
471 Certs, cont. <ul><li>Authorized to submit application </li></ul><ul><li>Acknowledge that if you lie or cheat that you’...
Paying Non-Discounted Portion <ul><li>If your discount is 65%, you MUST have the ability to pay the remaining 35% </li></u...
Paying for Non-Eligible Resources* <ul><li>Applicant must certify that they can also pay for the non-E-rate eligible items...
Item 25d, cont. <ul><li>Hardware </li></ul><ul><ul><li>Such as   computers, printers, fax machines, video equipment, scann...
Next: SLD Sends 471 Receipt Acknowledgment Letter (RAL)* <ul><li>Confirms receipt </li></ul><ul><li>Verifies block 5 infor...
Next: Application moves to Program Integrity Assurance (PIA) Review* <ul><li>Checks for rule compliance – Audit phase </li...
Next Step? <ul><li>Wait </li></ul><ul><li>Return PIA calls within 7 days </li></ul><ul><ul><li>Ask for extension if absolu...
Next: SLD Sends Funding Commitment Decision (FCDL) Letter!* <ul><li>Tells you which funding requests (block 5’s) of Form 4...
Next: Applicant Files 486* <ul><li>Must be postmarked no later than:  </li></ul><ul><ul><li>120 calendar days after the Se...
CIPA* <ul><li>Filtering and Internet Safety Policies </li></ul><ul><li>Required for any school or library receiving: </li>...
How do YOU get E-rate $? <ul><li>Two choices </li></ul><ul><ul><li>Discounts on bills </li></ul></ul><ul><ul><li>OR </li><...
Discounted Billing Method* <ul><li>Discounts appear on applicant’s bill </li></ul><ul><li>Service providers submit Form 47...
Reimbursement Method* <ul><li>Applicant pays bill in full </li></ul><ul><li>Applicant submits Form 472 – BEAR Form for rei...
Reimbursement Method,   cont. <ul><li>SLD approves BEAR and sends approval letter to vendor and copy of letter to applican...
Invoicing Scrutiny <ul><li>Auditors found that many applicants were: </li></ul><ul><ul><li>Substituting products or servic...
Quarterly Disbursement Reports <ul><li>Sent only to applicants </li></ul><ul><ul><ul><li>Authorized person </li></ul></ul>...
Optional Form 500* <ul><li>File Form 500 to either: </li></ul><ul><ul><li>Change a service start date or a contract expira...
Changing Service Providers* <ul><li>Can change providers </li></ul><ul><li>Only after receiving funding commitment letter ...
eCertification* <ul><li>You will receive a PIN once you have signed a 470, 471 or 486  </li></ul><ul><li>PIN then may be u...
Document Retention* <ul><li>Rules now require all applicants to retain ALL E-rate and related documents for 5 years from l...
Documents to Retain* <ul><li>Tech plan and approval letter </li></ul><ul><li>Consultant agreements </li></ul><ul><li>RFP a...
2/5 Rule* <ul><li>An entity may only receive discounts 2 out of every 5 years for internal connections </li></ul><ul><ul><...
Transfer of Equipment* <ul><li>E-rate funded equipment must remain at approved site for 3 full years after installation </...
Service Substitutions* <ul><li>SS required when a change is made to any service on your approved 471, Item 21 attachments ...
Red Light Rule/FCCRN* <ul><li>Says if a service provider or applicant owe $ to the feds, no E-rate $ will be paid until al...
Questions?
Time to take an E-rate Quiz
E-rate Quiz <ul><li>You must have the non-discounted share of the service in your budget? </li></ul><ul><li>True </li></ul...
E-rate Quiz <ul><li>You don’t need a contract for any tariffed service. </li></ul><ul><li>True </li></ul><ul><li>False </l...
E-rate Quiz <ul><li>A school must use NSLP participation to calculate discounts.  </li></ul><ul><li>True </li></ul><ul><li...
E-rate Quiz <ul><li>Under the FCC rules of priority, who receives E-rate funding first? </li></ul><ul><li>Everyone who app...
E-rate Quiz <ul><li>Which of these services is  not  eligible for E-rate discounts? </li></ul><ul><li>Basic phone service ...
E-rate Quiz <ul><li>Which of these instances of remote internet access is eligible for E-rate discounts? </li></ul><ul><li...
E-rate Quiz <ul><li>E-rate contracts may be signed on or after what day? </li></ul><ul><li>1 st  day after 470 is posted t...
E-rate Quiz <ul><li>A Form 470 is not required if you bid under state law.  </li></ul><ul><li>Contracts may be voluntarily...
E-rate Quiz <ul><li>A Form 486 is used to:  </li></ul><ul><li>Return unused funds to the SLD </li></ul><ul><li>Request dis...
E-rate Quiz <ul><li>The 486 must be submitted by July 1. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
E-rate Quiz <ul><li>For recurring services, the BEAR Form (472) must be submitted by: </li></ul><ul><li>November 4 </li></...
E-rate Quiz <ul><li>An applicant-owned WAN is not eligible. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
Now that you know the rules… Let’s complete the forms,  step-by-step
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2007 E-Rate Newbie Training - Mississippi Department of Education

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2007 E-Rate Newbie Training - Mississippi Department of Education

  1. 1. Presented by: Tricia Dalton Fall 2006 E-rate Newbie Training 2007
  2. 2. What is E-rate? <ul><li>Telecommunications Act of 1996 established “Universal Service Discount Program for Schools and Libraries” </li></ul><ul><li>Annual $2.25 billion program </li></ul><ul><li>Provides 20-90% discounts on telecommunications services, Internet access, and internal connections </li></ul><ul><li>Fund made up from charges on your phone bills </li></ul><ul><li>Most public libraries, public and private K-12 schools, including charters and vo-techs are eligible </li></ul>
  3. 3. Who Administers E-rate?* <ul><li>FCC </li></ul><ul><ul><li>Created program and its rules </li></ul></ul><ul><li>USAC </li></ul><ul><ul><li>Universal Services Administrative Company </li></ul></ul><ul><ul><li>Created by FCC to run E-rate and other universal service programs </li></ul></ul><ul><ul><li>Pays invoices </li></ul></ul><ul><li>SLD </li></ul><ul><ul><li>Schools and Libraries Division </li></ul></ul><ul><ul><li>Entity within USAC that runs E-rate </li></ul></ul><ul><ul><li>Makes no policy decisions </li></ul></ul>
  4. 4. Fair Warning! <ul><li>E-rate is not an easy process </li></ul><ul><li>Only for the strong willed and determined </li></ul><ul><li>Long process, a lot of paperwork, some frustration </li></ul><ul><li>Patience is needed, in addition to diligence in reading correspondence </li></ul><ul><li>Rewards can be great </li></ul><ul><li>Never ever try to cheat the program </li></ul>
  5. 5. Getting Organized <ul><li>E-rate Binder contains everything : </li></ul><ul><ul><li>Forms, Instructions, Samples </li></ul></ul><ul><ul><li>Tips, checklists, contact sheets </li></ul></ul><ul><ul><li>PowerPoint handouts </li></ul></ul><ul><ul><li>Timeline </li></ul></ul><ul><li>Rule 1 – Get Organized </li></ul><ul><ul><li>Create your Own Year 10 Binder </li></ul></ul><ul><ul><li>Keep copies of all forms, letters, bids, correspondence, etc. </li></ul></ul>Important!
  6. 6. E-rate Admin Acronyms <ul><li>Client Service Bureau (CSB) </li></ul><ul><ul><li>E-rate “Help Desk” where applicant & service providers can get answers to questions </li></ul></ul><ul><ul><li>Accessed via toll-free number </li></ul></ul><ul><li>Technical Client Service Bureau (TCSB) </li></ul><ul><ul><li>Team answering technical questions about eligible services & program rules. </li></ul></ul><ul><ul><li>Also accessed via same toll-free number. CSB will refer you to this area. </li></ul></ul><ul><li>Program Integrity Assurance (PIA) </li></ul><ul><ul><li>Team that reviews every application for compliance w/FCC rules. </li></ul></ul><ul><ul><li>Everyone receives calls from PIA before funding </li></ul></ul>
  7. 7. Resources to Remember* <ul><li>SLD web site: www.sl.universalservice.org </li></ul><ul><li>SLD CSB: 888-203-8100 </li></ul><ul><li>E-rate listserve </li></ul><ul><li>Contacts: </li></ul><ul><li>Tricia Dalton 601-359-3510 </li></ul><ul><li>[email_address] </li></ul><ul><li>Gary Rawson 601-359-2613 </li></ul><ul><li>[email_address] </li></ul>
  8. 8. Applicants <ul><li>Must have E-rate Entity Number to participate </li></ul><ul><ul><li>One for every building in your district or library </li></ul></ul><ul><ul><li>All applicants already have unless it’s a new building </li></ul></ul><ul><li>Must have FCC Registration Number (FCCRN)* </li></ul><ul><ul><li>Just for billed entity </li></ul></ul><ul><ul><li>All applicants should have obtained in Yr 7 </li></ul></ul><ul><li>Must have NCES code (schools) </li></ul><ul><ul><li>Found at: www.nces.ed.gov </li></ul></ul><ul><ul><li>Leave blank if non exists </li></ul></ul>
  9. 9. Funding Priorities <ul><li>Needed because demand exceeds cap of $2.25 billion </li></ul><ul><li>Priority One: Telecommunications and Internet Access </li></ul><ul><ul><li>All approved-inside the window-likely to be funded </li></ul></ul><ul><li>Priority Two: Internal Connections / Basic Maintenance of IC </li></ul><ul><ul><li>Funds go first to neediest applicants (90% discount level), then to others in order of discount until funds are exhausted </li></ul></ul><ul><ul><ul><li>Year 1 -- funded to 70% </li></ul></ul></ul><ul><ul><ul><li>Year 2 – all approved applications funded </li></ul></ul></ul><ul><ul><ul><li>Year 3 – down to 82% </li></ul></ul></ul><ul><ul><ul><li>Year 4 – down to 87% </li></ul></ul></ul><ul><ul><ul><li>Year 5 – down to 81% </li></ul></ul></ul><ul><ul><ul><li>Year 6 – down to 70% - significant rollover funds </li></ul></ul></ul><ul><ul><ul><li>Year 7 – down to 81% </li></ul></ul></ul><ul><ul><ul><li>Year 8 – down to 81% so far </li></ul></ul></ul><ul><ul><ul><li>Year 9 – non so far </li></ul></ul></ul>
  10. 10. Funding Priorities <ul><li>What does this mean? </li></ul><ul><ul><li>Always apply for all telecommunications services and Internet access </li></ul></ul><ul><ul><li>Make judgment call on internal connections depending on discount level and planning for the Two in Five Rule </li></ul></ul>
  11. 11. Exactly what services ARE and are NOT eligible? New Eligible Services Listed has not been released yet.
  12. 12. Eligible Telecom Services <ul><li>MUST be provided by regulated telecommunications carrier </li></ul><ul><ul><li>Must have Y on SPIN search </li></ul></ul><ul><li>Basic Telecom Services </li></ul><ul><ul><li>Local, long distance & voice mail </li></ul></ul><ul><li>Advanced Telecom Services </li></ul><ul><ul><li>MPLS, ATM, Point-to-Point, Frame Relay, ISDN, lit fiber, etc. </li></ul></ul>Including most taxes and surcharges!
  13. 13. Eligible Telecom Services, cont. <ul><li>Wireless Services </li></ul><ul><ul><li>Cellular service – all staff eligible </li></ul></ul><ul><ul><li>Paging service </li></ul></ul><ul><ul><li>Blackberry service – only at eligible locations </li></ul></ul><ul><li>Calling cards </li></ul><ul><ul><li>Not pre-paid cards </li></ul></ul><ul><li>Centrex, custom calling features </li></ul><ul><li>Installation fees OK </li></ul><ul><li>Can be installed before funding year begins so services are ready by July 1 </li></ul><ul><ul><li>Limited to priority 1 services </li></ul></ul>
  14. 14. Ineligible Telecom Services <ul><li>Sharing of bandwidth </li></ul><ul><li>900 Calls </li></ul><ul><li>Payphones </li></ul><ul><li>Cost of not-publishing phone numbers </li></ul><ul><li>Cost of additional directory listings </li></ul><ul><li>End user equipment (phones, beepers, cell phones, fax machines, etc.) </li></ul><ul><li>VOIP as an actual service </li></ul>
  15. 15. Tariffed Services/MTM* <ul><li>Services that are purchased mainly from a phone company, such as T1 </li></ul><ul><li>OR </li></ul><ul><li>Monthly services such as cell or Internet Access </li></ul><ul><li>For which no contract is signed </li></ul><ul><li>Must competitively bid every year, regardless of competition in your area for those services </li></ul><ul><li>E-rate does not recognize multi-year tariffs… these must be contracts . </li></ul>
  16. 16. Fiber Networks* <ul><li>Dark Fiber (unlit) is not eligible </li></ul><ul><li>Lit Fiber is eligible … IF </li></ul><ul><ul><li>Modulating electronics are bundled with the lease cost of the fiber </li></ul></ul><ul><ul><li>Applicant will never own fiber </li></ul></ul><ul><ul><li>Applicant cost allocates any lease of fiber that isn’t being used in that funding year. </li></ul></ul>
  17. 17. Internet Access <ul><li>Eligible: </li></ul><ul><ul><li>Subscription fee to ISP </li></ul></ul><ul><ul><li>E-mail </li></ul></ul><ul><ul><li>Firewall fees </li></ul></ul><ul><ul><li>Webhosting – be careful! </li></ul></ul><ul><ul><li>Internet bandwidth </li></ul></ul><ul><li>Ineligible: </li></ul><ul><ul><li>Filtering </li></ul></ul><ul><ul><li>Any remote access outside school property to internet </li></ul></ul><ul><ul><li>Blackberry services presumed ineligible </li></ul></ul>
  18. 18. On-premise, Priority 1 Equipment* <ul><li>Permitted if bundled from telco or ISP </li></ul><ul><li>Must certify: </li></ul><ul><ul><li>No applicant ownership – ever </li></ul></ul><ul><ul><li>No exclusive use </li></ul></ul><ul><ul><li>LAN functions without use of equipment </li></ul></ul><ul><ul><li>Service provider maintains equipment </li></ul></ul><ul><ul><ul><li>Not applicant </li></ul></ul></ul>
  19. 19. Eligible Internal Connections <ul><li>Network and phone wiring </li></ul><ul><li>Routers </li></ul><ul><li>Switches </li></ul><ul><li>Hubs </li></ul><ul><li>Network servers </li></ul><ul><li>Video codecs </li></ul><ul><li>System operating software </li></ul><ul><li>Wireless Access Points </li></ul><ul><li>Private branch exchange (PBXs) </li></ul><ul><li>Firewalls </li></ul><ul><li>Anything needed for transport – not end user devices </li></ul><ul><li>Installation of eligible internal connections </li></ul><ul><li>“ Basic” Maintenance contracts on eligible internal connections </li></ul><ul><ul><li>New category for basic maintenance on 470/471 </li></ul></ul>
  20. 20. Ineligible Internal Connections <ul><li>Network management s/w </li></ul><ul><li>Routers for remote access </li></ul><ul><li>Curriculum software </li></ul><ul><li>Phones, beepers </li></ul><ul><li>Owned WANs </li></ul><ul><li>Salaries of SD staff to install or maintain network or components </li></ul><ul><li>Any equipment used for remote access to network or Internet </li></ul><ul><li>Personal computers </li></ul><ul><li>FAX machines </li></ul><ul><li>Asbestos removal </li></ul><ul><li>Cameras </li></ul><ul><li>Electrical wiring </li></ul><ul><li>Teacher training </li></ul>
  21. 21. Eligibility Issues* <ul><li>Purchased Wide Area Networks (WANs) are not E-rate eligible. </li></ul><ul><ul><li>If leased from a regulated telecommunications provider then it’s eligible as a Telecommunications Service </li></ul></ul><ul><ul><li>Local Area Networks (LANs) are eligible </li></ul></ul><ul><li>SLD has made the WAN/LAN distinction as follows: </li></ul><ul><ul><li>If the network crosses a public right-of-way, it’s considered a WAN. </li></ul></ul><ul><ul><li>Connections considered LANs: </li></ul></ul><ul><ul><ul><li>computer to computer </li></ul></ul></ul><ul><ul><ul><li>classroom to classroom </li></ul></ul></ul><ul><ul><ul><li>building to building on the same campus that does not cross a public right-of-way </li></ul></ul></ul>
  22. 22. Gotcha! Words to Never Use <ul><li>2-way Radios/walkie-talkie (direct connect OK as a cell service) </li></ul><ul><li>Filtering </li></ul><ul><li>Network monitoring </li></ul><ul><li>Directory advertising/listings </li></ul><ul><li>Cellular phones </li></ul><ul><li>Management </li></ul><ul><li>Redundancy </li></ul><ul><li>Helpdesk </li></ul><ul><li>24 hour technical support </li></ul><ul><li>Insurance policies </li></ul><ul><li>Remote access </li></ul>
  23. 23. Application process at a Glance*
  24. 24. Year 10 Details <ul><li>For services rendered 7/1/2007 - 6/30/2008 </li></ul><ul><li>Application process has begun! </li></ul><ul><ul><li>Write tech plan now </li></ul></ul><ul><ul><li>File 470 now once tech plan is written </li></ul></ul><ul><ul><li>File 471 when window opens (normally middle of November) </li></ul></ul><ul><ul><ul><li>Window normally closes first week in February </li></ul></ul></ul><ul><li>Must be inside window to be funded </li></ul>
  25. 25. You Must Have a Technology Plan!* <ul><li>Five SLD technology plan criteria </li></ul><ul><ul><li>Goals and Strategies for using technology </li></ul></ul><ul><ul><li>Needs Assessment </li></ul></ul><ul><ul><li>Professional Development </li></ul></ul><ul><ul><li>Budget – including sources of funding </li></ul></ul><ul><ul><li>Evaluation </li></ul></ul><ul><li>Must align with 470 request for services </li></ul><ul><li>Must be “written” before 470 is filed </li></ul><ul><li>Must cover full 12 months of NEXT funding year </li></ul>
  26. 26. Technology Plans, cont. <ul><li>Vendors cannot write or approve technology plans </li></ul><ul><li>No tech plan required for basic phone service or long distance (includes cell and voice mail) </li></ul><ul><ul><li>Centrex is not basic phone service </li></ul></ul><ul><li>Be sure to include dates of tech plan! </li></ul><ul><li>Get approval letter by July 1 </li></ul><ul><ul><li>then Print/Maintain Approval Letter </li></ul></ul><ul><li>Tech plans approved for 3 years </li></ul><ul><li>Certify on 486 who approved plan </li></ul><ul><li>Can amend technology plan if yours is not specific enough </li></ul>
  27. 27. Competitive Bidding <ul><li>Everyone must do it </li></ul><ul><ul><li>Even if no competition in your area </li></ul></ul><ul><ul><li>Even if bidding under state law </li></ul></ul><ul><ul><li>Must be done when signing any new contracts </li></ul></ul><ul><ul><li>Must be done each year for all tariffed/MTM services </li></ul></ul><ul><li>Bidding on web site does not exempt you from bidding under state law </li></ul><ul><ul><li>Can be done simultaneously </li></ul></ul><ul><ul><li>Only exception is if someone bid it for you (ITS) </li></ul></ul>
  28. 28. Competitive Bidding on SLD web site using Form 470* <ul><li>File Form 470 any time to begin procurement process </li></ul><ul><ul><li>Listserve reminder sent out </li></ul></ul><ul><li>Should align with technology plan </li></ul><ul><li>Provide as much detail as possible so bidders can respond – a mini RFP </li></ul><ul><ul><li>If you have an RFP, list where it can be obtained, AND provide description of what’s in RFP </li></ul></ul><ul><li>Make sure you list possibility of multi-year contract and/or contract with voluntary extensions </li></ul><ul><li>Vendors cannot help with RFP/470 process </li></ul>
  29. 29. Form 470 <ul><li>File online </li></ul><ul><li>Posted on SLD web site 28-days </li></ul><ul><li>Must have form posted on web at least 29 days before the Form 471 window close (example: Feb 4 close = Jan 7 deadline) </li></ul><ul><ul><li>Don’t wait this long </li></ul></ul><ul><ul><li>File 470 by Thanksgiving, if possible </li></ul></ul><ul><li>Mail certification page to SLD ASAP unless eCertifying </li></ul>Read the Instructions!
  30. 30. Get 470 Information Immediately!* <ul><li>Posted 470 available on SLD web site to view </li></ul><ul><li>Upper right corner of online application shows: </li></ul><ul><ul><li>Posting date of application </li></ul></ul><ul><ul><li>Earliest date that your contract can be signed and thus 471 submitted </li></ul></ul><ul><ul><li>Date that certification page was received at the SLD </li></ul></ul><ul><li>View and print immediately after posting </li></ul><ul><li>SLD also sends this info in Receipt Notification Letter* </li></ul>
  31. 31. Next: Bid Evaluation* <ul><li>After 470 is posted for at least 28 days, review all bids received for all services </li></ul><ul><li>Cannot consider “free services” such as “I’ll give you 20 computers if you purchase my service” </li></ul><ul><li>Cannot consider ineligible services in price evaluation factor </li></ul><ul><ul><li>Can be considered in another category </li></ul></ul><ul><ul><li>Cost must be highest percentage amount </li></ul></ul><ul><li>Keep documentation of criteria used to select vendor </li></ul><ul><li>Keep all winning and losing bids </li></ul><ul><li>Retain all correspondence between applicant and all vendors (winning and losing) </li></ul>
  32. 32. Choosing the Winning Bid <ul><li>Applicant must pick “most cost-effective bid” </li></ul><ul><li>Cost doesn’t have to be only factor, but must be most heavily weighted factor </li></ul><ul><ul><li>For example, if you have 3 bid evaluation criteria, price must be at least 34% of total weight. </li></ul></ul><ul><li>Examples of other specified factors: </li></ul><ul><ul><li>Prior experience </li></ul></ul><ul><ul><li>Personnel qualifications </li></ul></ul><ul><ul><li>Technical excellence </li></ul></ul><ul><ul><li>Management capability </li></ul></ul><ul><ul><li>Cost of switching providers </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>
  33. 33. Signing E-rate Contracts* <ul><li>Signing Contracts/Selecting Provider must be done before you submit 471 </li></ul><ul><li>Be careful not to make any decisions, sign anything or file any forms during 28 day waiting period. </li></ul><ul><li>Contracts must be signed and dated by both parties </li></ul><ul><li>Must sign contracts unless tariff or MTM service </li></ul><ul><ul><li>If using EPL, no contract needed, but you must be able to explain why you chose reseller A over reseller B </li></ul></ul>
  34. 34. Signing E-rate Contracts* <ul><li>List contract extensions and contract expiration dates </li></ul><ul><ul><li>These also must be listed in RFP or 470, Item 7b </li></ul></ul><ul><li>Include non-E-rate funding out clauses </li></ul><ul><li>Separate internal connections/wiring portions of contracts for highest discount schools </li></ul>
  35. 35. Next: Filing the 471 <ul><li>Very important form </li></ul><ul><ul><li>Watch listserve for reminders </li></ul></ul><ul><li>Filed by entity that actually pays the bills </li></ul><ul><li>Shows discount calculations </li></ul><ul><li>Requests discounts (funding) </li></ul><ul><li>Describes services ordered and details contract information </li></ul><ul><li>Must be filed at least 29-days after posting Form 470 </li></ul><ul><li>eCertify!! Or submit signed certification page ASAP (postmarked within window) </li></ul>
  36. 36. What is My Discount?* <ul><li>Two criteria make up discount: </li></ul><ul><ul><li>Poverty </li></ul></ul><ul><ul><li>Location </li></ul></ul>
  37. 37. Poverty – NSLP Data* <ul><li>Based on National School Lunch Program Eligibility </li></ul><ul><ul><li>Eligibility based on % of student whose family’s income is within 185% of federal poverty level </li></ul></ul><ul><li>Doesn’t matter if school serves lunch or participates in NSLP </li></ul>
  38. 38. Discount Matrix for Single School* % of Students Eligible for School Lunch Program Discounts
  39. 39. Alternative Measures to NSLP Data* <ul><li>Goal: Discounts based on true eligibility – not participation. </li></ul><ul><li>2 Ways to do this </li></ul><ul><ul><li>Take existing participation data and add to it </li></ul></ul><ul><ul><ul><li>Using sibling match </li></ul></ul></ul><ul><ul><ul><li>Using existing family income data </li></ul></ul></ul><ul><ul><li>Conduct family income survey </li></ul></ul><ul><ul><ul><li>Must survey 100% of families. If 50% response rate, then OK to extrapolate the rest </li></ul></ul></ul><ul><ul><ul><li>Maintain complete records </li></ul></ul></ul><ul><ul><ul><li>Sample survey available* </li></ul></ul></ul><ul><ul><ul><li>Valid for 2 years </li></ul></ul></ul>
  40. 40. Alternative Measures to NSLP* <ul><li>Also, participation in these programs also qualifies: </li></ul><ul><ul><li>TANF </li></ul></ul><ul><ul><li>Medicaid </li></ul></ul><ul><ul><li>Food Stamps </li></ul></ul><ul><ul><li>Supplementary Security Income </li></ul></ul><ul><ul><li>Federal public housing assistance (section 8) </li></ul></ul><ul><ul><li>Low income home energy assistance (LIHEAP) </li></ul></ul>
  41. 41. Discount Calculations by Entity* <ul><li>Schools: Use straight matrix discount </li></ul><ul><li>Districts: Use weighted average of schools’ individual discounts </li></ul><ul><li>Library: Use the total number of students eligible for NSLP in the school district in which the library is located divided by the total number of students in that school district, then use matrix discount </li></ul><ul><li>Library System: Uses simple average of member libraries’ discounts </li></ul><ul><li>Consortium: Uses simple average of members’ discounts </li></ul>
  42. 42. Form 471 Filing Tips <ul><li>File and certify online! </li></ul><ul><li>Multiple forms OK </li></ul><ul><li>No one-to-one correlation with 470 required </li></ul><ul><ul><li>Meaning, you can have (1) 471, but (3) 470’s. </li></ul></ul><ul><li>All services listed on 471 must have been listed on a 470 </li></ul>
  43. 43. 30% Rule - Important <ul><li>30% or more of FRN Ineligible </li></ul><ul><ul><li>SLD will deny entire request </li></ul></ul><ul><li>29% or less of FRN is Ineligible </li></ul><ul><ul><li>SLD will attempt to remove ineligible costs and approve only eligible costs </li></ul></ul><ul><li>Why? SLD Time Allocation Issues </li></ul>
  44. 44. Cost Allocation Guidelines* <ul><li>If service or component is part eligible/part ineligible: </li></ul><ul><ul><li>Must perform cost allocation based on percentage of function that is eligible </li></ul></ul><ul><ul><li>Cannot request discounts on ineligible portion </li></ul></ul><ul><ul><ul><li>Can subtract ineligible costs before 471 OR </li></ul></ul></ul><ul><ul><ul><li>Can subtract ineligible costs on 471, Block 5 </li></ul></ul></ul><ul><ul><ul><li>Cannot list any ineligible service/component on attached description of services. </li></ul></ul></ul><ul><ul><li>Example: networks shared by district and community (ineligible) organization </li></ul></ul>
  45. 45. Item 21: Description of Services* <ul><li>Probably most crucial piece of 471 </li></ul><ul><ul><li>Part of form used to deny applications </li></ul></ul><ul><li>Never, ever list an ineligible item </li></ul><ul><li>PIA will call applicants with specific questions </li></ul><ul><li>Must have separate description for each FRN (funding request) </li></ul><ul><li>Detailed list of products with associated prices that add up to funding request </li></ul><ul><ul><li>Maintenance request showing equipment being maintained </li></ul></ul>
  46. 46. Item 21 Attachments – Paper* <ul><li>Provide enough information, but not too much </li></ul><ul><li>Identify each attachment </li></ul><ul><li>Be sure to mail with signature page or fax to SLD </li></ul><ul><ul><li>Not required to be postmarked or faxed within window, but should do so a few days after window closes </li></ul></ul><ul><li>Copies of bills if ongoing service, and explanation if request exceeds documented costs </li></ul><ul><ul><li>Quote sheet from service provider if new tariff or month-to-month service -- Itemized details of one-time costs associated with Internet access or telecommunications services </li></ul></ul><ul><li>Copies of contract </li></ul>
  47. 47. Item 21: New Online Description of Services* <ul><li>Consistent format </li></ul><ul><li>Don’t need to submit bills or contracts </li></ul><ul><ul><li>But must have available and may be asked to submit during application review </li></ul></ul><ul><li>Should speed processing of application </li></ul>
  48. 48. 471 Certifications - Important <ul><li>Have secured access to all non-eligible resources (computers, training, software, maintenance, etc) </li></ul><ul><li>Tech plan written (covering all 12 months) </li></ul><ul><li>Carefully considered all bids </li></ul><ul><li>Selected most cost effective solution with price being primary factor </li></ul><ul><li>Complied with state procurement laws </li></ul><ul><li>Won’t resell services or products </li></ul><ul><li>Will retain all documents for 5 years </li></ul>
  49. 49. 471 Certs, cont. <ul><li>Authorized to submit application </li></ul><ul><li>Acknowledge that if you lie or cheat that you’ll be disbarred from program and prosecuted </li></ul><ul><li>Have cost-allocated out any ineligible functions or components </li></ul><ul><li>Haven’t violated 2/5 rule </li></ul><ul><li>Non-discounted portion won’t be paid or waived by service provider </li></ul><ul><li>Nothing free offered by service provider </li></ul>
  50. 50. Paying Non-Discounted Portion <ul><li>If your discount is 65%, you MUST have the ability to pay the remaining 35% </li></ul><ul><ul><li>Cannot come from outside source </li></ul></ul><ul><ul><li>Must have the nondiscounted portion in budget </li></ul></ul><ul><li>Many vendors will say they can get a “grant” for this amount – NOT PERMITTED </li></ul><ul><li>90% discount applicants beware. </li></ul>
  51. 51. Paying for Non-Eligible Resources* <ul><li>Applicant must certify that they can also pay for the non-E-rate eligible items that are needed to effectively use the E-rate eligible services/equipment </li></ul><ul><li>Future budget tally now required on 471, Item 25b </li></ul><ul><li>If you file multiple Forms 471 for this funding year, you must calculate your total budgeted amount allocated for these resources and enter that total on Item 25d of each Form 471. </li></ul>
  52. 52. Item 25d, cont. <ul><li>Hardware </li></ul><ul><ul><li>Such as computers, printers, fax machines, video equipment, scanners, CD-ROM drives, and application servers </li></ul></ul><ul><li>Professional development </li></ul><ul><ul><li>Such as ongoing technology-related training for technical staff, teachers and/or librarians </li></ul></ul><ul><li>Software </li></ul><ul><ul><li>Such as end-user applications </li></ul></ul><ul><li>Maintenance </li></ul><ul><ul><li>Such as systems maintenance and operations costs for ineligible hardware and software and salaries of technical staff </li></ul></ul><ul><li>Retrofitting </li></ul><ul><ul><li>Such as electrical wiring, asbestos removal, building modifications, renovations, and repairs. </li></ul></ul>
  53. 53. Next: SLD Sends 471 Receipt Acknowledgment Letter (RAL)* <ul><li>Confirms receipt </li></ul><ul><li>Verifies block 5 information </li></ul><ul><li>Confirms successful data entry of application into SLD system </li></ul><ul><li>Example in binder </li></ul><ul><li>Service provider receives similar letter when they are listed as SPIN on 471 </li></ul><ul><li>Make corrections, if any, and fax back to SLD ASAP </li></ul>
  54. 54. Next: Application moves to Program Integrity Assurance (PIA) Review* <ul><li>Checks for rule compliance – Audit phase </li></ul><ul><ul><li>Eligible Services </li></ul></ul><ul><ul><li>Eligible Entities </li></ul></ul><ul><ul><li>Appropriate discount </li></ul></ul><ul><li>Almost everyone receives a PIA call </li></ul><ul><li>Document contacts with PIA </li></ul><ul><li>May be sent to Selective Review Process </li></ul><ul><ul><li>Copies of budget, tech plan, all correspondence, winning and losing bids, bid evaluation process and documentation, etc. </li></ul></ul>
  55. 55. Next Step? <ul><li>Wait </li></ul><ul><li>Return PIA calls within 7 days </li></ul><ul><ul><li>Ask for extension if absolutely necessary </li></ul></ul><ul><li>E-mail Tricia if you’re not sure how to answer a question </li></ul><ul><li>Watch E-rate listserve and mail to see which wave of funding you’re in! </li></ul>
  56. 56. Next: SLD Sends Funding Commitment Decision (FCDL) Letter!* <ul><li>Tells you which funding requests (block 5’s) of Form 471 are approved or denied </li></ul><ul><li>Provides information for Form 486 </li></ul><ul><li>Can appeal if you don’t agree with your decision </li></ul><ul><ul><li>Must do so within 60 days </li></ul></ul><ul><ul><li>Can appeal to the SLD for their errors, or FCC if policy decision. If SLD denies, can appeal to the FCC within 60 days </li></ul></ul>
  57. 57. Next: Applicant Files 486* <ul><li>Must be postmarked no later than: </li></ul><ul><ul><li>120 calendar days after the Service Start Date featured on the Form 486 or </li></ul></ul><ul><ul><li>120 calendar days after the date of the Funding Commitment Decision Letter </li></ul></ul><ul><li>whichever is later. </li></ul><ul><li>Signifies that it’s OK for SLD to pay any invoices for that FRN </li></ul><ul><li>Lists who approved tech plan </li></ul><ul><li>Certifies CIPA compliance </li></ul><ul><li>Submit online (using PDF version – not interview) </li></ul><ul><li>Most information contained on FCDL </li></ul><ul><li>Use 07/01/2007 as service start date for Yr 10 </li></ul>Usually around Oct. 28
  58. 58. CIPA* <ul><li>Filtering and Internet Safety Policies </li></ul><ul><li>Required for any school or library receiving: </li></ul><ul><li>Either Internal connections or Internet access </li></ul><ul><li>Recipients of only Telecommunications services are exempt from E-rate CIPA compliance </li></ul><ul><li>Consortium members submit Form 479 to consortium leader certifying compliance </li></ul><ul><li>Details in binder </li></ul>
  59. 59. How do YOU get E-rate $? <ul><li>Two choices </li></ul><ul><ul><li>Discounts on bills </li></ul></ul><ul><ul><li>OR </li></ul></ul><ul><ul><li>Reimbursement process </li></ul></ul><ul><li>Must select one or the other for entire year </li></ul><ul><li>Try to determine choice in contract or prior to choosing service provider </li></ul><ul><ul><li>Now a non-binding choice on 470 </li></ul></ul><ul><li>If you want discounted bills, call provider as soon as you are funded </li></ul>
  60. 60. Discounted Billing Method* <ul><li>Discounts appear on applicant’s bill </li></ul><ul><li>Service providers submit Form 474. </li></ul><ul><ul><li>the Service Provider Invoice Form (SPIF)* </li></ul></ul><ul><li>Provider should get reimbursed by SLD within 60 – 90 days from date of submission. </li></ul><ul><li>Applicants do nothing except make sure they are getting discounts they deserve on bills. </li></ul><ul><ul><li>Do the math! </li></ul></ul>
  61. 61. Reimbursement Method* <ul><li>Applicant pays bill in full </li></ul><ul><li>Applicant submits Form 472 – BEAR Form for reimbursement* </li></ul><ul><ul><li>Quarterly, semi-annually, or at end of year </li></ul></ul><ul><ul><li>Complete one BEAR for each SPIN </li></ul></ul><ul><ul><li>Must contain SPIN signature on last page </li></ul></ul><ul><ul><ul><li>Send or fax to SPIN </li></ul></ul></ul><ul><ul><ul><li>SPIN will mail or fax back </li></ul></ul></ul><ul><ul><ul><ul><li>AT&T has signed copy on web www.att.com/erate </li></ul></ul></ul></ul><ul><li>Must be submitted by Oct. 28 (following funding year) for recurring services; by Jan. 28 for non-recurring services. </li></ul>
  62. 62. Reimbursement Method, cont. <ul><li>SLD approves BEAR and sends approval letter to vendor and copy of letter to applicant </li></ul><ul><li>SLD then waits 20 days and sends check to SPIN </li></ul><ul><li>SPIN must send check to applicant within 20 days </li></ul><ul><li>Call SLD if: </li></ul><ul><ul><li>You don’t get a check in a timely manner after receiving approval letter or SPIN takes too long to sign BEAR </li></ul></ul><ul><ul><li>NEW ONLINE BEAR COMING IN LATE OCTOBER </li></ul></ul>
  63. 63. Invoicing Scrutiny <ul><li>Auditors found that many applicants were: </li></ul><ul><ul><li>Substituting products or services without E-rate approval </li></ul></ul><ul><ul><li>Not basing reimbursement requests on actual bills </li></ul></ul><ul><li>Result: BEAR and SPIF invoices are being heavily scrutinized </li></ul><ul><li>Be careful not to switch services/products in mid-funding year. If so, seek clarification whether it’s allowable and get official permission from the SLD </li></ul><ul><li>SLD may ask you to sign service cert for SPIF </li></ul><ul><li>SLD may ask for copies of bills for BEAR </li></ul>
  64. 64. Quarterly Disbursement Reports <ul><li>Sent only to applicants </li></ul><ul><ul><ul><li>Authorized person </li></ul></ul></ul><ul><ul><ul><li>Billed Entity (BEN) address </li></ul></ul></ul><ul><li>Contains all invoice (Form 472 and Form 474) payment authorization amounts for the Billed Entity for all funding years approved during that quarter </li></ul>
  65. 65. Optional Form 500* <ul><li>File Form 500 to either: </li></ul><ul><ul><li>Change a service start date or a contract expiration date </li></ul></ul><ul><ul><li>Cancel or reduce a funding commitment </li></ul></ul><ul><li>Warning: reductions or cancellations of funding commitments are irreversible </li></ul><ul><li>But: Auditors are citing applicants for leaving significant $ on the table and not filing a Form 500 </li></ul>
  66. 66. Changing Service Providers* <ul><li>Can change providers </li></ul><ul><li>Only after receiving funding commitment letter </li></ul><ul><li>Must write a letter to the SLD requesting change </li></ul><ul><ul><li>Must certify that you are permitted in your contract and by state law to do so, and that you have informed your current provider. </li></ul></ul><ul><li>Sample letter/form on SLD website </li></ul><ul><li>Can also submit on web at “Submit a Question” </li></ul><ul><li>Can request to split an FRN </li></ul><ul><ul><li>Allocate $ to 2 providers in same funding year </li></ul></ul>
  67. 67. eCertification* <ul><li>You will receive a PIN once you have signed a 470, 471 or 486 </li></ul><ul><li>PIN then may be used for 470, 471, 486, & coming soon the online BEAR Forms </li></ul><ul><li>PIN is given to a person and is specific to that entity. Not given to an entity </li></ul><ul><li>Must accept terms/conditions before use </li></ul><ul><li>Can change PIN to your own password </li></ul><ul><ul><li>6-8 characters, at least 1 special character (*&%$#@) </li></ul></ul><ul><li>Applicants are highly encouraged to use their PINs </li></ul><ul><li>Old PINs should be discarded eventually </li></ul>
  68. 68. Document Retention* <ul><li>Rules now require all applicants to retain ALL E-rate and related documents for 5 years from last day of service in a particular funding year </li></ul><ul><li>If auditor visits in 4 years, and documents are missing, it will be the basis to recover all funding from that funding year </li></ul>
  69. 69. Documents to Retain* <ul><li>Tech plan and approval letter </li></ul><ul><li>Consultant agreements </li></ul><ul><li>RFP and proof of publication date </li></ul><ul><li>All vendor correspondence </li></ul><ul><li>Winning and losing bids </li></ul><ul><li>Professional development records </li></ul><ul><li>Contracts signed by both parties </li></ul><ul><li>NSLP documentation </li></ul><ul><li>Budgets </li></ul><ul><li>Purchase orders </li></ul><ul><li>Packing slips </li></ul><ul><li>Asset or inventory records </li></ul><ul><li>Installation records </li></ul><ul><li>Invoices </li></ul><ul><li>Proof of payment to SLD </li></ul>
  70. 70. 2/5 Rule* <ul><li>An entity may only receive discounts 2 out of every 5 years for internal connections </li></ul><ul><ul><li>Doesn’t include basic maintenance </li></ul></ul><ul><li>Building level, not district level </li></ul><ul><li>Plan accordingly to maximize discounts </li></ul>
  71. 71. Transfer of Equipment* <ul><li>E-rate funded equipment must remain at approved site for 3 full years after installation </li></ul><ul><li>After which it may be moved to another eligible location, providing documentation is retained describing transfer </li></ul><ul><li>If school or library closes, equipment may be moved to another entity, regardless of discount </li></ul><ul><ul><li>Must send letter to SLD outlining closing of school and transfer of equipment </li></ul></ul><ul><ul><li>Must keep documentation regarding transfer for 5 years </li></ul></ul>
  72. 72. Service Substitutions* <ul><li>SS required when a change is made to any service on your approved 471, Item 21 attachments </li></ul><ul><li>After FCDL issued </li></ul><ul><li>Applicant must seek SLD approval which meets all of these conditions: </li></ul><ul><ul><li>The substituted services or products have the same functionality as the services or products contained in the original proposal. </li></ul></ul><ul><ul><li>The substitution does not result in an increase in the requested pre-discount amount. (The substitution amount may be higher, but will only be funded at the amount originally approved.) </li></ul></ul><ul><ul><li>The substitution does not violate any contract provisions or state or local procurement laws. </li></ul></ul><ul><ul><li>The substitution does not result in an increase in the percentage of ineligible services or functions. </li></ul></ul><ul><ul><li>The substitution is consistent with the establishing Form 470 posting and original RFP, if any. </li></ul></ul>
  73. 73. Red Light Rule/FCCRN* <ul><li>Says if a service provider or applicant owe $ to the feds, no E-rate $ will be paid until all debts are cleared </li></ul><ul><li>Must now have FCCRN for billed entity, in addition to E-rate entity number </li></ul><ul><ul><li>https://svartifoss2.fcc.gov/cores/CoresHome.html </li></ul></ul><ul><ul><li>Most entities’ FCCRNs are now in SLD system </li></ul></ul><ul><li>Ask service provider if they are on red-light list </li></ul>
  74. 74. Questions?
  75. 75. Time to take an E-rate Quiz
  76. 76. E-rate Quiz <ul><li>You must have the non-discounted share of the service in your budget? </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  77. 77. E-rate Quiz <ul><li>You don’t need a contract for any tariffed service. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  78. 78. E-rate Quiz <ul><li>A school must use NSLP participation to calculate discounts. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  79. 79. E-rate Quiz <ul><li>Under the FCC rules of priority, who receives E-rate funding first? </li></ul><ul><li>Everyone who applies for telecom services and internet access </li></ul><ul><li>Applicants with discounts of 90% </li></ul><ul><li>Applicants who have never applied before </li></ul>
  80. 80. E-rate Quiz <ul><li>Which of these services is not eligible for E-rate discounts? </li></ul><ul><li>Basic phone service </li></ul><ul><li>T1 lines </li></ul><ul><li>Leased satellite dishes </li></ul><ul><li>Voice mail </li></ul><ul><li>Filtering </li></ul>
  81. 81. E-rate Quiz <ul><li>Which of these instances of remote internet access is eligible for E-rate discounts? </li></ul><ul><li>A teacher dials-in from home to District’s computer system to access the Internet. </li></ul><ul><li>The superintendent dials-in from a conference to the District’s computer system to access the Internet. </li></ul><ul><li>The technology director uses her Blackberry phone to access the internet from home. </li></ul>
  82. 82. E-rate Quiz <ul><li>E-rate contracts may be signed on or after what day? </li></ul><ul><li>1 st day after 470 is posted to web </li></ul><ul><li>28 th day after 470 is posted to web </li></ul><ul><li>Anytime </li></ul><ul><li>29 th day after 470 is posted to web </li></ul>
  83. 83. E-rate Quiz <ul><li>A Form 470 is not required if you bid under state law. </li></ul><ul><li>Contracts may be voluntarily extended if such extensions were listed in the 470/RFP OR in the contract? </li></ul><ul><li>True </li></ul><ul><li>False </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  84. 84. E-rate Quiz <ul><li>A Form 486 is used to: </li></ul><ul><li>Return unused funds to the SLD </li></ul><ul><li>Request discounts </li></ul><ul><li>Post requests to SLD web site </li></ul><ul><li>Tell the SLD to turn on funding/CIPA certification </li></ul>
  85. 85. E-rate Quiz <ul><li>The 486 must be submitted by July 1. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  86. 86. E-rate Quiz <ul><li>For recurring services, the BEAR Form (472) must be submitted by: </li></ul><ul><li>November 4 </li></ul><ul><li>January 16 </li></ul><ul><li>July 1 </li></ul><ul><li>October 28 </li></ul>
  87. 87. E-rate Quiz <ul><li>An applicant-owned WAN is not eligible. </li></ul><ul><li>True </li></ul><ul><li>False </li></ul>
  88. 88. Now that you know the rules… Let’s complete the forms, step-by-step

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