Ab Cs Of Erate 3 1 2007


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Ab Cs Of Erate 3 1 2007

  1. 1. THE ABCs OF E-RATE March 1, 2007
  2. 2. Overview <ul><li>Schools and Libraries Program </li></ul><ul><ul><li>Provides discounts to eligible schools and libraries for Telecommunications Services, Internet Access, Internal Connections, and Basic Maintenance </li></ul></ul><ul><ul><li>Applicants can be schools, libraries, or consortia, but only eligible recipients of service can receive discounts </li></ul></ul><ul><ul><li>Applicants must apply for discounts each year (Form 471 application filing window) </li></ul></ul><ul><ul><li>Funding cap each year is $2.25 billion </li></ul></ul>
  3. 3. Overview <ul><li>Application process </li></ul><ul><ul><li>Eligibility </li></ul></ul><ul><ul><li>Technology planning </li></ul></ul><ul><ul><li>Competitive bidding / Form 470 </li></ul></ul><ul><ul><li>Calculating discounts </li></ul></ul><ul><ul><li>Funding requests / Form 471 </li></ul></ul><ul><ul><li>Application review / Funding commitments </li></ul></ul><ul><ul><li>Starting services / Form 486 </li></ul></ul><ul><ul><li>Invoicing USAC / Form 472 or Form 474 </li></ul></ul>
  4. 4. Overview <ul><li>Forms and Letters for Applicants </li></ul><ul><ul><li>Technology plan </li></ul></ul><ul><ul><li>Form 470 </li></ul></ul><ul><ul><ul><li>Receipt Notification Letter (RNL) </li></ul></ul></ul><ul><ul><li>Form 471 </li></ul></ul><ul><ul><ul><li>Receipt Acknowledgment Letter (RAL) </li></ul></ul></ul><ul><ul><ul><li>Funding Commitment Decision Letter (FCDL) </li></ul></ul></ul><ul><ul><li>Form 486 </li></ul></ul><ul><ul><ul><li>Form 486 Notification Letter (486NL) </li></ul></ul></ul><ul><ul><li>Form 472 or Form 474 </li></ul></ul><ul><ul><ul><li>BEAR Notification Letter — Form 472 only </li></ul></ul></ul><ul><ul><ul><li>Quarterly Disbursement Report </li></ul></ul></ul>
  5. 5. Overview <ul><li>Forms and Letters for Providers </li></ul><ul><ul><li>Form 498 </li></ul></ul><ul><ul><ul><li>Notification by e-mail </li></ul></ul></ul><ul><ul><li>Form 499-A </li></ul></ul><ul><ul><ul><li>Notification by e-mail or telephone </li></ul></ul></ul><ul><ul><li>Receipt Acknowledgment Letter (RAL) </li></ul></ul><ul><ul><li>Funding Commitment Decision Letter (FCDL) </li></ul></ul><ul><ul><li>Form 473 </li></ul></ul><ul><ul><li>Form 486 Notification Letter (486NL) </li></ul></ul><ul><ul><li>Form 472 or Form 474 </li></ul></ul><ul><ul><ul><li>BEAR Notification Letter / Invoice Status Report </li></ul></ul></ul><ul><ul><ul><li>Electronic notification </li></ul></ul></ul>
  6. 6. Eligibility Applicants <ul><li>Eligible Entities - Schools </li></ul><ul><ul><li>Must meet the statutory definition of elementary or secondary school found in the No Child Left Behind Act of 2001. </li></ul></ul><ul><ul><li>Must be a non-profit institutional day or residential school, including a public charter school, that provides elementary or secondary education, as determined under state law. </li></ul></ul><ul><ul><li>Must not be operating as a for-profit business. </li></ul></ul><ul><ul><li>Must not have an endowment exceeding $50 million. </li></ul></ul>
  7. 7. Eligibility Applicants <ul><li>Eligible Entities - Schools </li></ul><ul><ul><li>Pre-kindergarten, Adult Education, Juvenile Justice students/facilities may be eligible. </li></ul></ul><ul><ul><ul><li>Must provide elementary or secondary education as determined under state law. </li></ul></ul></ul><ul><ul><ul><li>USAC requests updated eligibility information from state departments of education every two years. </li></ul></ul></ul>
  8. 8. Eligible Services Both <ul><li>Priority 1 – funded first </li></ul><ul><ul><li>Telecommunications Services </li></ul></ul><ul><ul><ul><li>Basic telephone service — wireline or wireless phone service (local, cellular/PCS, and/or long distance) </li></ul></ul></ul><ul><ul><ul><li>Voice mail </li></ul></ul></ul><ul><ul><ul><li>Transmission services (T-1, DSL) </li></ul></ul></ul><ul><ul><li>Internet Access </li></ul></ul><ul><ul><ul><li>Basic conduit access to the Internet </li></ul></ul></ul>
  9. 9. Eligible Services Both <ul><li>Priority 2 </li></ul><ul><ul><li>Internal Connections (switches, hubs, routers, wiring) </li></ul></ul><ul><ul><li>Basic Maintenance on Internal Connections </li></ul></ul><ul><li>Priority 1 funded first, then Priority 2 begins with neediest applicants (90% first, then 89%, 88%, etc.). </li></ul><ul><li>Internal Connections funded in only two out of five funding years. </li></ul>
  10. 10. Eligibility Applicants <ul><li>Educational Purposes </li></ul><ul><ul><li>Activities that occur on library or school property are presumed to be integral, immediate, and proximate to the education of students or the provision of library services to library patrons and therefore qualify as educational purposes. </li></ul></ul><ul><ul><li>Customary work activities of employees of a school or library are presumed to fall under the definition of education purposes. </li></ul></ul>
  11. 11. Eligibility Applicants <ul><li>SCHOOLS: </li></ul><ul><li>Administrative buildings </li></ul><ul><li>School bus barns and garages </li></ul><ul><li>Cafeteria offices </li></ul><ul><li>Facilities associated with athletic activities </li></ul><ul><li>LIBRARIES: </li></ul><ul><li>Administrative buildings </li></ul><ul><li>Bookmobile garages </li></ul><ul><li>Interlibrary loan facilities </li></ul><ul><li>Library technology centers </li></ul><ul><li>Examples of Non-instructional Facilities (NIFs) that can receive Priority 1 services </li></ul>
  12. 12. Eligibility Applicants <ul><li>Educational Purposes – Priority 1 </li></ul><ul><ul><li>Wireless Telecommunications Services used offsite may be eligible. For example, </li></ul></ul><ul><ul><ul><li>School bus drivers delivering children to and from school </li></ul></ul></ul><ul><ul><ul><li>Library staff providing library services on a library’s mobile library unit van </li></ul></ul></ul><ul><ul><ul><li>Teachers or other school staff accompanying students on a field trip or sporting event. </li></ul></ul></ul>
  13. 13. Eligibility Applicants <ul><li>Educational Purposes – Priority 2 </li></ul><ul><ul><li>Priority 2 services to NIFs are NOT eligible unless those internal connections are essential for the effective transport of information to an instructional building of a school or to a non-administrative building of a library. </li></ul></ul>
  14. 14. Eligibility Service Providers <ul><li>Providers of Telecommunications Services must be authorized as Telecommunications Carriers </li></ul><ul><ul><li>Must contribute to the Universal Service Fund, if applicable. </li></ul></ul><ul><ul><li>Must provide telecommunications services on a common carriage basis to be deemed a Telecommunications Carrier. </li></ul></ul>
  15. 15. Technology Planning Applicants <ul><li>Technology Plans </li></ul><ul><ul><li>Not required for basic telephone service </li></ul></ul><ul><ul><li>Must be written before Form 470 filing </li></ul></ul><ul><ul><li>Must be approved by a certified approver before the Form 486 is filed or discounted services start, whichever is earlier </li></ul></ul><ul><ul><li>Must cover all 12 months (or all months of service) </li></ul></ul><ul><ul><li>Must cover five specific elements </li></ul></ul>
  16. 16. Technology Planning Applicants <ul><li>Technology Plans </li></ul><ul><ul><li>Must cover five specific elements: </li></ul></ul><ul><ul><ul><li>Goals / Strategies for using technology </li></ul></ul></ul><ul><ul><ul><li>Professional development </li></ul></ul></ul><ul><ul><ul><li>Needs assessment </li></ul></ul></ul><ul><ul><ul><li>Sufficient budget </li></ul></ul></ul><ul><ul><ul><li>Evaluation process </li></ul></ul></ul>
  17. 17. Technology Planning Applicant Do’s and Don’ts <ul><li>DO write your technology plan before submitting your Form 470. </li></ul><ul><li>DO make sure your technology plan covers and is approved for the entire period (usually 12 months) that discounted services will be delivered. </li></ul><ul><li>DO make sure that your technology plan approver is certified by USAC. </li></ul><ul><li>DO verify that your certified approval is dated before services begin and before your Form 486 is filed. </li></ul><ul><li>DO verify that your plan contains all five required elements. </li></ul>
  18. 18. Technology Planning Applicant Tips <ul><li>Use each required area as a heading in your plan and address that area under the heading. </li></ul><ul><li>PRINT A COPY of your certified approval for your records. </li></ul><ul><li>Make sure your technology plan is approved for the entire period (usually 12 months) that discounted services will be delivered. </li></ul><ul><li>Prepare a technology plan if any of your services fall outside of basic telephone service (such as Centrex, PBX, T-1). </li></ul>
  19. 19. Competitive Bidding / 470 Applicants <ul><li>Filing Form 470 opens a competitive bidding process. </li></ul><ul><ul><li>Can also issue a Request for Proposals (RFP). </li></ul></ul><ul><li>Applicants are responsible for ensuring an open and fair process and selecting the most cost-effective provider of the desired services. </li></ul>
  20. 20. Calculating Discounts Applicants <ul><li>Discounts are calculated using </li></ul><ul><ul><li>Percentage of students eligible for National School Lunch Program (NSLP) </li></ul></ul><ul><ul><li>Urban or rural status of county in which school or library is located (from web site) </li></ul></ul><ul><li>These two pieces of information are carried into the Discount Matrix </li></ul>
  21. 21. Calculating Discounts Applicants Discount Matrix
  22. 22. Calculating Discounts Applicants <ul><li>Calculation for individual school </li></ul><ul><ul><li>Percentage of students eligible for NSLP for individual school </li></ul></ul><ul><ul><li>Urban/Rural status </li></ul></ul><ul><ul><li>Find discount from Discount Matrix </li></ul></ul>
  23. 23. Calculating Discounts Applicants <ul><li>Calculation for school district </li></ul><ul><ul><li>Determine discount for each individual school in the school district </li></ul></ul><ul><ul><li>Calculate the weighted average of the discounts for all schools in the district </li></ul></ul><ul><ul><ul><li>Discounts of individual schools with more students will be weighted more heavily </li></ul></ul></ul>
  24. 24. Calculating Discounts Applicants <ul><li>Calculation for library system </li></ul><ul><ul><li>Determine discount for each individual outlet/branch in the library system </li></ul></ul><ul><ul><li>Calculate the simple average of the discounts for all outlets/branches in the library system </li></ul></ul>