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  • Based on MSAs, established by OMB based on census information Used for many programs Available at the Library/School website or Colorado Demography Information Service (303)866-4147 Goldsmith Modification developed by HHS Office of Rural Health Policy for rural grants. List available at the Library/School website or HHS Office of Rural Health Policy…also a website through HHS.gov
  • Not sure what Installation & Maintenance includes or how far hardware is allowed, e.g. PBX example
  • Special Rules in response to AOL and Prodigy; expect some gaming to occur Internet approach to accommodate “protocol conversion and information storage that does not generate or alternate the content of information - data transmission - address translation - protocol conversion - billing management - introductory information content - navigational systems 47 USC 274(h)(2) electronic publishing def. as example
  • Transcript

    • 1. E-Rate 101: Basics of the program Fall 2009
    • 2. Contact information
      • Pam Jacobs
      • 515-975-0071
      • [email_address]
      A copy of the powerpoint is available at http://www.iptv.org/iowa_database/erate/
    • 3. What is E-rate?
      • Discount Program for Schools and Libraries
      • 20-90% discounts on telecommunications services, Internet access, internal connections and maintenance for internal connections
      • Annual $2.25 billion program nationwide
      • NOT a competitive grant program
    • 4. Who is eligible to participate?
      • Libraries
      • Schools
    • 5. Library Eligibility
      • Non-profit, public libraries
      • Eligible for LSTA (Library Services and Technology Act)
      • Can be:
        • single library
        • consortia
        • library system
    • 6. School Eligibility
      • All public schools:
        • school districts
        • AEAs
      • “ Other school programs” as determined by Iowa Department of Education (see DE Directory)
      • Non-profit, private K-12 schools with endowment of $50M or less
      • Must meet federal definition of elementary or secondary school
    • 7. What is My Discount?
    • 8. Two criteria make up discount:
      • Poverty
      • Location
    • 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?
      • Four categories of service
        • Priority 1 (funded first)
          • Telecommunications Services
          • Internet Access
        • Priority 2 (starts with neediest applicants)
          • Internal Connections
          • Basic Maintenance of Internal Connections
    • 14. Eligible Telecommunications (priority 1)
      • MUST be provided by regulated telecommunications carrier
      • e.g.
        • local & long distance
        • Leased data circuits (e.g. T-1)
      Including all taxes and surcharges!
    • 15. Eligible Telecommunications (priority 1) cont.
      • Voicemail
      • Satellite dish service for 2-way communications (NOT satellite TV subscription)
      • Cell phone service
      • Centrex
      • Blackberry-type service
    • 16. Eligible Services: Internet Access (priority 1)
      • Internet Access Services
      • Web hosting service
      • Blackberry-type service
    • 17. ( Eligible Services: Internal Connections priority 2)
        • Wiring
        • Routers
        • Switches
        • Hubs
        • Network servers
        • System operating software
        • Wireless LANs
        • Private branch exchange (PBX)
    • 18. Eligible Services: Maintenance of internal connections (priority 2)
      • Maintenance of previously purchased internal connections (does NOT include end-user equipment such as computers)
    • 19. Where can we see the eligible services list?
      • Answer: Draft eligible services list is at
      • http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-09-1233A1.pdf
    • 20. Discounts come in 2 forms:
        • Discounts on bills OR
        • Reimbursements from service provider (service provider gets reimbursed by USAC)
    • 21. How Discounts Work $100 (existing) bills you would pay You apply to for discounts You get 55% in discounts You now only owe $45 The vendor ’ s bill drops by $55 Vendor gets $55 from SLD! Vendor invoices USAC/USAC approves invoice   How Discounts Work
    • 22. How Reimbursements Work 10/9/2007 CDE/VET/E - rate/CTF 2000 - 2001 (BEGINNER) $100 (existing) bills you would pay You apply to for discounts You get 55% in discounts You apply for reimbursement You pay 100% of bill Vendor sends you $55! USAC approves paperwork/sends check to vendor   How Reimbursements Work
    • 23. General rules of e-rate
      • Competitive bid on SLD web site for 28 days
      • Price must be the single most important factor
      • Application in ‘window’ to SLD each year
      • SLD funds on rules of priority
        • Priority 1: Telecom and Internet Access
        • Priority 2: Internal Connections and Maintenance
    • 24. “ 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.
    • 25. Fair Warning!
      • Not an easy process
      • Lots of paperwork
      • Rewards can be great!
    • 26. What about the tech plan?
      • Must contain required 5 elements
      • Must be “created” before filing the 470
      • Applicant must be able to provide the plan and proof of the date it was written when asked by PIA
      • 4 of the 5 elements are in your approved district/school CSIP
    • 27. More on tech plans
      • The Iowa Department of Education annually provides a template.
      • If you haven’t sent your tech plan addendum to the AEA, do so now!
      • When you e-mailed the plan, keep an electronic or paper trail for use when/if PIA asks for the creation date
    • 28. More on Tech plans
      • USAC (PIA) has started asking to see
        • Your approved tech plan
        • Date your tech plan was created (must be before form 470 is filed)
        • Your tech plan approval letter
    • 29. What to say about the budget
      • Statement such as, “During the 2008-09 school year, our district spent $XXXX on hardware, software and professional development to support e-rate activities. We used $YYY from the General Fund and $ZZZ from Title I and $JJJ from other grants. We anticipate our district will spend the same amount in 2010-11 and will use the same funding sources.”
      • Or use the board-approved budget for the 2009-10 school year and state that you anticipate similar budget in 2010-11
    • 30. More about budgeting
      • If planning to request E-rate funding for internal connections, indicate where the non E-rate $s will come from.
    • 31. Tip 1: Get organized
      • Create a notebook with tabs:
        • Tech plan
        • Form 470
        • Form 471
        • Form 486
    • 32. Tip 2: Get frequent updates
      • Listserv:
      • [email_address]
      • USAC offers frequent updates
    • 33. Tip 3: Get support!
      • Have a backup person in your district/library
      • Build support with your business office, supt/director and tech person
      • Contact your AEA e-rate expert
    • 34. Who are the E-rate players?
      • Congress
      • FCC (Federal Communications Commission)
      • USAC (Universal Services Administrative Company)
      • SLD (Schools and Libraries Division)
    • 35. Now You Know the Rules…. Let’s Walk Through the Application Process
    • 36. Application Process at a Glance:
      • Form 470 : Now until on or about December 1.
      • Wait 28 days! Must wait that long!
      • Form 471: “window” opens in November and usually closes in February (dates not yet set)
      • Wait for questions from PIA
      • Funding commitment decision letter
      • Form 486: file to confirm services
      • If getting reimbursements, form 472 (BEAR)
    • 37.  
    • 38. Form 471
      • Form 471 : “window” opens in November and generally closes in February (dates not yet set)
    • 39.  
    • 40. Next steps
      • Wait for questions from PIA, e.g.
        • Questions about your funding request
        • Verification of your discount
        • Copy of tech plan and/or approval letter
      • Funding commitment decision letter
      • File form 486
    • 41.  
    • 42. Reimbursements?
      • Must file form 472(BEAR form)
      • Available in online format
      • Service provider must OK this form (they have access to the online BEAR form with their own PIN)
    • 43.  
    • 44. Year 2010-11 Details (funding year 2010)
      • 7/1/2010 - 6/30/2011 services provided
      • Application 471 “window” generally opens in November
      • If you don’t file form 471 by deadline, funding will be denied (although Bishop Perry decision has altered some denials)
    • 45. Resources to Remember
      • SLD web site: www.universalservice.org/sl/
      • SLD Client Service Bureau: 888-203-8100
      • www.iptv.org/iowa_database/erate
      • [email_address]
      • 515-975-0071

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