© 2010 verizon. all rights reserved. pte14787 10/10 verizon and e-rate: committed to education...

© 2010 Verizon. All Rights Reserved. PTE14787 10/10

Verizon and E-rate: Committed to Education

October 28, 2010

Presenters: Carlton Baker, Verizon - Strategic Initiative ManagerCurt McClead, Verizon - Strategic InitiativesJanet Perkins, The Academy for Advanced Telecommunication and Learning Technologies - TAMU

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Agenda

Introduction Carlton Baker

Market Perspective Janet Perkins

FCC Updates and Status Janet Perkins

Verizon: Committed to EducationJanet Perkins

Resources Carlton Baker

Welcome

Carlton BakerStrategic Initiative Manager

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Welcome and Introduction

• Janet Perkins, Master in Educational Psychology • E-rate and Funding Resource Guidance via The Academy for Advanced

Telecommunications and Learning Technologies at Texas A&M University• Memberships and Boards include

Consortium for School Networking (CoSN), United States Distance Learning Association (USDLA) Internet 2 Association for Communications Technology Professionals in Higher Education

(ACUTA) Texas Center for Education Technology (TCET) Irving Independent School District Foundation Board

• National Presenter at ~ 1,000 conferences/workshops in areas of funding Collaboration and collaborative networking Strategic technology planning and sustainably models Emergency Preparedness - Safety and Security Federal funding, Private and other Public Funding Distance Learning

• Understanding and compliance to Universal Service Fund programs for Education, Healthcare, Consortium, and Homeland Security


Market Perspective

Janet PerkinsFunding Contractor

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Educational Regulatory Mandates

• “No Child Left Behind” (NCLB) Initiative– Assists low-performing schools to help improve teacher quality &

increase parental choice

• The "Children’s Internet Protection Act“ (CIPA/CHIP Act)– Internet Safety policies w/technology protection

• The Health Insurance Portability and Accountability Act (HIPAA)

• Family Educational Rights and Privacy Act (FERPA) – Federal protection of student records privacy

Source: NCE Statistics & US Dept. of Education

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Trends

• Mobility – Mobile Phones, PDAs, Blackberry, smart phones – Twitter, Flickr, etc.

• Virtual World/Expanded Environments/Foreign Model & Research

• Recruitment, Retention, and Improved Services – Data analysis, Web Resources, Data Warehousing, etc.

• Safety and Security – Physical and Network– Employee and Student Records, Administrative Data, Redundancy and

Disaster Recovery– Mass Communications, Safety and Security, Identification and Access

Control systems, Two-way Radios, Policing, and RFID

• Evolution of Communication and Learning– Wikis, Flickr, Blogs, Facebook, Myspace, YouTube, etc.

• Collaboration – Regional and State Networkers – Content & “middleware” providers

» Data, software applications, collaboration tools

Source: National Center for Educational Data

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K-12 2011 Challenges

• Budget Shortfalls

• Reduced operational costs

• Address gaps in teachers & administrative resources

• Increased enrollment

• Increased demand on student performance, experience, and results

• Provide professional development & certification

• Manage campus access and safety

Source: Digital Center for Education 2010


FCC Updates and Status

Fund Year 2011 Updates

• Fund Year 2011 (Year 14): 7/1/2011-6/30/2012

• Unsure of Application Window– May open early January instead of November/December

»Preparing online system for new Form 471»Recent FCC Changes

– Expected to close Mid March 2011

• Big Changes - Audit Program Revamped– No audits during the E-rate Window– Mostly off site– Program Quality Assurance (PQA)

» Measures accuracy of payment to applicant and vendor» Most off site

– Beneficiary and Contributor Audit Program (BCAP) »Determines if program rules follows

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FCC 6th Report: New Eligible Service

• Dark Fiber– Leased, Lit or Dark, eligible in Telecom or

Internet Access Category (must light immediately)

• Providers– Common Carriers; State, Regional or Local

Networks; Utilities, or Private Companies for voice, video or data – CIPA Compliance

• Conditions of Eligibility – Building of new fiber networks off school

property– Installation (non-recurring) charges are eligible

from school building to edge of school property » Unclear whether NRC costs can be

bundled with MRC– Modulating electronics must be provided by

the applicant and cannot be bundled with the cost of the service

– Maintenance

• Ineligible – Purchase of excess capacity

for future growth– Unbundled modulating equipment, leased or

purchased– Construction beyond the

property line

• Selection of Solutions should be – “Apples to apples” comparison – Consider Total Cost of On-going Service

(beyond the lease payments)

• Applicants Applying for Fiber– On Form 470, post for fiber or fiber-based

services in both IA and Telecomm categories – On Form 471, file in either Telecom or Internet

Access depending on type of provider selected

6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

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Waiver Now Permanent

FCC 6th Report: Order Waiver for Community Use of E-rate Services

• Schools may open their facilities to the general public to use E-rate supported services after school hours

– Schools decide whether or not to provide such access– Service must primarily be for educational purposes– Schools cannot purchase additional services to

support community use– Use must be incidental and not increase E-rate costs– Community use is limited to non-operating hours and

only on campus– School personnel and students must have priority

– Schools may not charge for use of services or facilities purchased through E-rate though they may charge a fee to offset ineligible costs (e.g., security, additional electricity, etc.)


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FCC 6th Report: Order EDU 2011 Pilot Program

•EDU 2011 – $10M Funded Pilots in FY 2011 Goals– Support innovative and interactive off-premise wireless device connectivity for schools and libraries – Gather information about issues affecting such use which can later be used for permanent rules – Strong preference given to those already implementing such programs– Competitive bidding rules waived for applicants who have legally binding agreements with existing

providers – Other rules may be waived to the extent necessary to run the program– CIPA continues to apply

•Application– Description of current program– All costs associated with the program– Technology Plans– Explanation of CIPA compliance– Internal policies and procedures for Acceptable Use– Curriculum objectives– Student performance data collected on effectiveness and evaluation


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EDU 2011: How to Apply

•How to Apply– Two-step application process

» FCC will publish due dates for first part of application process in a public notice» Applicants will then submit detailed information about their programs directly to

the FCC» Applicants must then also apply for E-rate following the regular E-rate rules

and timeframes

• FCC will select winners and will notify USAC – These applicants will not be required to cost-allocate Internet Access provided off-site– Applicants must still pay non-discounted share


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FCC 6th Report and Order: Additional Changes

• Educational Entities with Residential Campuses– Able to receive support for connections to the dormitories of

schools that serve students facing unique challenges– Where 35% of population are eligible for NSLP

• The cap on E-rate funding, currently set at $2.25B per year indexed to inflation

– The inflation adjustment for FY 2011 would an increase the cap by 1%, up $22.5M.

– Fund Year 2011 ~$2,270,250,000 billion

• 2009 NPRM did not include guidance to the Extent to which online safety must be taught – may be left to each school

– New CIPA Order should be released – should contain details of implementation requirements

»Will likely be effective July 1, 2011»Must address social networking »Be Aware - Vendors may claim they are FCC approved to

provide training or that you are required to purchase their products to be compliant – Not So!

Source: Action by the Commission September 23, 2010, by Report and Order (FCC 10-175)

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FCC 6th Report and Order: Technology Plan Changes

• Fund Year 2011 – Technology Plan no longer required for Priority One (Telecom and Internet Access)

•Still required for Priority Two services (Internal Connections and Basic Maintenance of Internal Connections)

•Changes to Form 470:

– If P2 services already included in current tech plan, plan covers at least part of the upcoming funding year, then NO new tech needed prior to posting

– If new P2 services requested are not in tech plan, then must have a written plan prior to posting Form 470

– Applicants citing a State-filed Form 470:»Not needed prior to posting of state-filed Form 470

– No longer need budget in plan


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New Form 470: Rule Changes

• Form 470

– New Question on Applicant Demographics:

»Public, Private, Charter, Tribal, Head Start, or State Agency

»Many unused questions removed (i.e., Item 7a-c - MTM/contract/Multi-year contract check boxes, Items 8b, 9b, 10b, 11b - BEAR/SPI preference, Item 15a, 15 F - Necessary resources)

– Identify all Consultants

»Consultants will be assigned a Consultant Registration Number (CRN)

»Must be provided on form, consultant contact info and names

– All applicants must continue to use the Form 470 process– New Form 470 will be available for use for FY 2011

»New form currently awaiting OMB approval»Applicants that file Forms 470 prior to effective date do not need to re-

file»Applicants that file Form 470 after the effective date MUST use the new

form


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New Rules: Disposal of Equipment

Disposal or resale is permitted after five years after installation date– Applicants may receive payment or other consideration in return for disposal– Applicants are not required to use equipment for five years, nor are they required to

dispose of equipment after five years.– No notification to USAC is needed, but update your asset registers– This does not change the requirement to report transfers of equipment made less

than three years from purchase


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Fair and Open Competitive Bidding Rules Clarified

New Order codifies that competitive bidding process

– Must be fair and open – All potential bidders must have access to the same information and treated in the same

manner – Additions or modifications to the Form 470/RFP must be communicated in a uniform

manner – Applicant relationship with the service provider that unfairly influences the outcome of

the competition or provides them with “inside” information is prohibited– Vendors cannot

»Assist in the preparing, signing and submitting of Form 470»Be listed as the contact on the Form 470 »Prepare applicants’ Form 470 or participate in the bid evaluation or vendor selection

process in any way »Cannot not handle the competitive bidding process for an applicant


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Competitive Bidding Rules Clarification (cont’d)

•Gifts

– Service providers and potential service providers may not provide gifts

– Exceptions mirror Federal Government regulations


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SPIN Changes

• Pre-commitment SPIN changes– Corrective SPIN changes only (i.e., data

entry errors)

• Post-commitment SPIN changes– Operational SPIN changes

»Must have legitimate reason to change, such as Breach of Contract or provider unable to perform and

»Must select provider with next highest point value in evaluation


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Telecommunications Services and Telecommunications: Priority One (a.k.a. P1)

• Shared Service to Facilities – Data Across Property Lines

• No longer requires Technology Plan

• Telecomm Services – Wireless, Cellular, Text Messaging/Paging– Basic Telephone, Long Distance, Voicemail– Data lines, ISDN, Frame Relay, Ethernet– Wide Area Network Services

»No End User Equipment (handsets)»Leased (cannot be purchased)»Installation and Configuring

Strict cost limitations (~$500,000 capital per year)»Taxes and Fees

– Lit Fiber– Dark Fiber (new)

»In 2 categories in ESL»Telecomm Services ONLY provided by an eligible common carrier

On Form 470/471 as Telecommunications Services»Telecommunications can be provided by non-telecommunications carriers via fiber in whole

or in part On Form 470/471 as Telecom or Internet Access

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Interconnect Voice over IP – P1 or P2*All services are “conditional” until approved by the SL

Product or Service P1 P2 Eligible or Ineligible

VoIP Equipment (switch, router & related equipment)

X Conditionally Eligible

Call Manager NA X Conditionally Eligible

Voice Mail X X Conditionally Eligible

Client Licenses X X Conditionally Eligible

Voice Gateways X X Conditionally Eligible

Broadcast Server X X Conditionally Eligible

Control Server X Conditionally Eligible

Handsets X Ineligible

Archive Server X Ineligible

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Verizon Metro Ethernet with Network Configured Equipment

About Metro Ethernet with Network Configured Equipment 1

Metro Ethernet with Network Configured Equipment solution aligns with the E-rate Priority 1 requirements. Highlights of the service include:

• Same service provider• Maintenance is the responsibility of the service provider• No transfer of ownership or lease-purchase option• Initial capital costs cannot exceed certain thresholds• On-site components cannot be used for any other purpose• The local network is not dependent on the equipment• Must allow sharing of facilities

1 Available in select areas of VA, MD, DC, PA, DE, NY, NJ, MA, RI, CT, TX, FL and CA.

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Wireless Services & Products

Category Product or Service Eligible – Ineligible

P1 Wireless Data Service, WAN VPN & Portal Electronic Devices, Personal Communications Services (PCS) - Telephone Service, Tunneling to eligible sites ONLY

Conditionally Eligible

P2 LAN – Wireless Access Points* Conditionally Eligible

P1 NAC/NIC/NID (EVDO) & Mi-Fi (gateway) Conditionally Eligible

P2 Masts, Antennas, Cabling – LAN Conditionally Eligible

P1 Point to Point WAN Conditional

P1 Technical Support – as a component of service – basic maint. ONLY Conditional

P1 Mobile Devices, Personal Digital Assistant (PDA), Netbooks, Cellular Instruments

Ineligible

P1 Two Way Radio Ineligible

P1 End-point Security, Wireless IA Applications, Wireless IA service and data charges for a service that is solely dedicated to access an ineligible functionality (i.e., cellular data circuits used to support GPSs on busses or student attendance)

Ineligible

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Internet Access – Priority One (a.k.a. P1)

• Dial-up and Broadband Access

• Wireless Internet Access– Ineligible: Wireless Internet Access Applications, Wireless Internet Access service and

data charges for a service that is solely dedicated to access an ineligible functionality (i.e., cellular data circuits used to support GPSs on busses or student attendance)

• Text Messaging/Paging

• E-mail

• Web hosting Remains eligible– Functionality of discussion boards, instant messaging, Homework Hotlines and chat– Ineligible: Content, including searching of databases such as grade books,

encyclopedias etc.; Support for applications necessary to run online classes or collaborative meetings

• IP and Voice over IP (VoIP) Telephony

• Should not be used as WAN– SLD funds the conduit to the Internet – NOT content on the Internet– No Computers/laptops/or netbooks

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Web Hosting – Content Products Either as P1 or P2

• SLD Defines: Web hosting service that provides a means for a school or library to display content on the Internet. Funding is limited strictly to web hosting functions.

Category Product or Service Eligibility

P1 or P2 Domain Name Registrations & Email Service, Basic firewalls that are bundled w/ IA Conditionally Eligible

P1 Web Site Hosting & Traffic – Bandwidth - Basic Conduit Conditionally Eligible

P1 or P2 Disk Space for storing applicant provided content Conditionally Eligible

P1 or P2 File Transfer Protocol (FTP) to upload files or web interface Conditionally Eligible

P1 Intranet web hosting providing private web pages to authorized users ONLY. Enhanced Firewalls, Intrusion Detection and Prevention Devices and Anti-Virus and Anti-Spam software

Ineligible

P1 Content, on-line collaboration tools - Software applications, end-user file storage, intranet web hosting, content editing features * cost allocation applies –(Computers (end user equipment)

Ineligible

P1 or P2 Routers Conditional

P1 or P2 Distribution Equipment Conditional

*All services are “conditional” until approved by the SLD

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Text Messaging/Paging Services – Notification Services P1

•Paging Services– Paging services when integral, immediate, and proximate to the education of students

located at eligible locations – Example – paging services used by a bus driver delivering students to school, a library

staff member in a mobile van, and teachers on field trips.

Category Product or Service Eligible – Ineligible

P1 or P2 Radio Signal Eligible

P1 or P2 Paging Receiver Eligible

P1 or P2 Voice mail or voice messages, text, numeric Eligible

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Internal Connection – Priority Two – P2

•School infrastructure purchases

•Components necessary to deliver voice, video, Internet and e-mail

•Must be on school property

• Limited use at administrative buildings»SLD funds items that get the information to the

classroom or library»NO end-user equipment such as telephones (this

includes IP telephones) or laptops

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Basic Maintenance of Internal Connections (IC)

•Basic Maintenance of Internal Connections – Maintain necessary and continued operation of eligible

internal connection components at eligible locations.»Ex: Repair and upkeep of eligible hardware, wire and cable

maintenance.– Rule of thumb:

»Funds basic technical support of eligible hardware.»NOT end-user support such as a student calling a help desk for

technical assistance.

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Warranties

• Ineligible – Unbundled Warranties

»Separately priced warranties allows for broken equipment to be fixed or replaced– Scheduling services – Online backup solutions

•Eligible– Manufacturers warranties of no more than three years and included in the equipment

purchase are eligible. – Funding requests for routine maintenance will continue to be funded.


Verizon: Committed to Education

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National Expertise

• One of the Largest Telecommunications Service Providers to Education Customers in the U.S.

– 4,000+ education clients– Will provide ~$372M during Fund Year 2010 (July 1, 2010 thru June 30, 2011)

»Telecommunications and Internet access products and services to support academic, administrative, mobility and safety solutions

– Alternative Funding Assistance»E-Rate assessments via strategic technology planning»Grant identification and resource development

– Purchase Options »Volume Pricing»Multiple Year Contracts: Lease/Purchase»Month to Month/Tariff»National (MiCTA) or State Procurement Contracts

Website: http://www.verizonbusiness.com/us/govt/cust_sol/education/micta/

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Verizon Foundation

• Funding opportunities – Literacy – Digital Divide: Computer literacy for underserved

communities– Economic Development: School to work, welfare to work,

entrepreneurship, training – People with Disabilities: Creating innovative methods to

participate in the educated workforce– Education/Scholarships: Programs that support K-12,

teachers, college-bound students – Community Development: Local technology programs

that support the diverse communities

•Verizon Foundation Awards ~$60 Million in Grants to U.S. annually

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Thinkfinity.org

• Verizon Foundation’s comprehensive online resource for educators and the literacy community

– Introduced 3,650 new resources– Established a Thinkfinity.org presence in more than 1,700

schools– Launched a pilot after-school program in Boston, Chicago and

Washington D.C. – Boosted employee volunteer participation by 68% and total

volunteer hours 11%– Funded 58 grants devoted to literacy achievement

» More than 3,600 teachers were trained on improving literacy skills

» More than 21,600 students received literacy instruction

• Commercial-free and accessible anytime from anywhere at no cost by visiting www.thinkfinity.org


Resources and Contact Information

Carlton BakerStrategic Initiative Manager

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Verizon Business E-rate Resources

• Carlton Baker – Strategic Initiative Mgr. – 972-550-4096 Office– 817-905-0861 Cell– [email protected]

• SI Team:– Don Spaulding – Sr. Specialist – East

» 315-532-0207 Cell» [email protected]

– Tom Thompson – Sr. Specialist – West » 714-393-2728 Cell» [email protected]

– Curt McClead – Sr. Specialist – Mid-Atlantic » 919-623-6111 Cell» [email protected]

– Tom Bostick – MicTA Contract» 678/259-1464 Office » 770/309-0651 Cell» [email protected]

• Janet Perkins – TAMU Contractor for E-rate & Other USF Programs & Funding Assistance

– 214/629-0236 Cell– [email protected]

• E-rate Centers – Customer Billing & Service Issues:

» East & Mid Atlantic Harrisburg, PA – 800/547-5474 - Hours of

Operation: Mon. – Fri., from 8 a.m. till 5 p.m. EST» West

Newbury Park, CA – 866/483-8858 Hours of Operation: Mon. – Fri., from 8:30 a.m. till 5

p.m. PST» VzB/VSSI/VNIC for CPE:

Donna Kuhn - 610/407-2233 Office [email protected]

» VzB/VSSI/VNIC for Internet Access; E-rate; Rural Health Care Programs & MRV Data Administration

Jeannine Tabb - [email protected]

312/260-3120 Office

• Evonia Bennett – Settlements Admin-Manager– [email protected]

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Questions?

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© 2010 verizon. all rights reserved. pte14787 10/10 verizon and e-rate: committed to education...

Documents

educational data

administrative data

security federal funding

data warehousing

areas of funding collaboration

national center

security physical

homeland security