e-rate program basics - dandh.com · e-rate program basics july 22, 2020 •program overview...
TRANSCRIPT
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E-Rate Program Basics
July 22, 2020
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•Program Overview
•Program Touch Points
•Eligible Services
•Applicant Budgets
•Districtwide Discounts
•Service Provider Conduct and Miscellaneous
Agenda
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Program Overview
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•Connect Schools and Libraries to the Internet
• Provide Internet Bandwidth
• Provide Inter-Building Connectivity
• Provide In-Building Wired and Wireless Data Infrastructure
Program Overview
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•Telecommunications Reform Act of 1996
•Administered by FCC – Sets Policy
•Universal Service Administration Company (USAC)• Enforces Policy, Sets Procedures• Four Divisions:
• Low Income• High Cost (Connect Ed)• Rural Health• Schools and Libraries (SLD)
Program Overview
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•Funding
• 3.9 Billion Dollars Annually• Plus Rollover
• Funding by a surcharge on your phone bill
• A discount program, not a grant
Program Overview
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General Process Timeline
Applicant Pre-application Tasks
Form 471
Form 470
Form 486 Service Delivery
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• Pre-Application - Technology Planning• Securing Resources, Integrating Curriculum, Deciding Procurement Strategy
• Procurement - Form 470• Conducting Fair and Open Competition
• Application - Form 471• After Contract, Decided on Specific Goods/Services to Purchase
• Service Delivery - Form 486• Delivery, Installation, Invoicing
Program Phases
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Important Dates in the FY 2020 Timeline• July 1, 2019 Form 470s begin to be filed
• Late August/Early September 2019 School Opens
• Late August/Early September 2019 Draft Eligible Services List Released
• September 2019 Final Eligible Services List Released
• November, 2019 – February, 2020 Majority of Forms 470 Posted
• January 1, 2020 WAN Special Construction Costs can be Recovered
• Early 2020 Form 471 Application Window Opens
• April 1, 2020 First Allowable Date of Service – Category 2 IC
• March-April (Estimated), 2020 Last Possible Date to Post Forms 470
• April-May (Estimated), 2020 Last Possible Date to Post Forms 471
• July 1, 2020 First Allowable Date of Service – Category 1
• July 1, 2020 Category 2 MIBS & BMIC
• June 30, 2021 Last Allowable Date for Recurring Services
• September 30, 2021 Last Allowable Date for Non-Recurring Services
• October 28, 2021 Last Allowable Date to Invoice for Recurring Services
• January 28, 2022 Last Allowable Date to Invoice for Non-Recurring Services
• September 30, 2022 Last Allowable Date for Non-Recurring Services w/ Extension
• January 28, 2023 Last Allowable Date to Invoice for Non-Recurring Services w/ Extension
Pro
curem
en
tP
IA(P
rogram
Integrity A
ssuran
ce) Delivery
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Program “Touch Points”; Your Chance To Correct Mistakes
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• Receipt Acknowledgment Letter (RAL)• Sent After Form 471 Application is Received
• Contains Synopsis of Funding Request(s)
• Last Chance to Increase a Funding Request
• Provides Opportunity to Review and Correct Information
• Funding Commitment Decision Letter (FCDL)• Issued After Review is Completed
• Contains Status of Funding Request: Funded, Denied, or Funded/Modified
• Form 486• Receipt of Service Confirmation and Children’s Internet Protection Act Certification
Form
• Issued When Applicant Files the FCC Form 486
Program “Touch Points”
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Eligible Products
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• Category 1 – Telecom• WANS, Point to Point Connectivity
• Category 1 – Internet Access• Internet Bandwidth
• Category 2 – Internal Connections (IC)• Network Electronics, Firewalls, Cabling, Caching, WAPs
• Category 2 – Basic Maintenance of Internal Connections (BMIC)• Break/Fix, Phone Support, Software Updates
• Category 2 – Managed Internal Broadband Services (MIBS)• Full suite of management, monitoring and repair services
Categories of Service
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Category 2 Services – Internal Connections
•Eligible Services• Wired and Wireless Data Components
• Network Electronics - Hubs/Switches, Routers• Data Cabling - Racks, patch panels, raceway, etc.• UPSs
• Basic Firewalls• Caching• Services
• Installation, Design and Engineering, Configuration, Testing
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Category 2 Services – Internal Connections
•Not Eligible• End-User Equipment
• phones, computers, printers, cameras, whiteboards• Voice Equipment
• PBXs, Voice Gateways• Video Equipment
• MCUs, Codecs• Servers (Unless used for eligible purpose)
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Applicant Budgets
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Applicant Budget
• 5 Year Pre-Discount Applicant Budget
• For Schools• $150.00 Per Pupil Per 5 Years
• Minimum Budget $9,200.00
• For Libraries• Rural: $2.30 Per Square Foot Per 5 Years• Urban $5.00 Per Square Foot Per 5 Years• Minimum Budget $9,200.00
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Budget Examples
• Anytown High School (AHS) has a student population of 1,000 students.
• AHS receives, pre-discount, $150,000.00 over 5 Years.
• AHS may divide this budget however they wish.• AHS may spend $150,000.00 in Year 1
• $75,000.00 in Year 1 and $75,000.00 in Year 3
• $50,000.00 in Year 1, $50,000.00 in Year 2 and $50,000.00 in Year 3
• $30,000.00 per year each year.
• Pre-Discount means before discount is applied.• In the above example, if AHS is an 80% discount district, they would receive a
maximum of $150,000.00 * 80% or $120,000.00 over the five years.
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Calculating Discounts
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• Old Method• Compared each individual building against the Discount Matrix
• Used a ‘weighted average’ to derive districtwide services discount
• New Method• Derives districtwide average by dividing total of all eligible students by total
students, comparing that total vs the discount matrix.
20
Discount Calculation Method
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The Discount Matrix
• Note: Category 2 Capped at 85%
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Potential ProgramChanges
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Potential Program Changes & Issues
• Proposed Changes• Renewal of Category 2 Budget
• Continuation of Eligibility of MIBS, BMIC, and Caching
• Under Consideration• Transition to Districtwide Budget
• Issues• Managing the Transition
• Timeframe, Adapting EPiC
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Miscellaneous
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• Maintain All Documentation• 10 Year Document Retention Requirement
• Avoid Procurement Involvement
• Avoid Technology Plan Involvement
• Applicants Must Pay Their Discounted Percentage
• Strict Gifting Rules• Sum Total of all Comped, Discounted, or Free Goods or Services is $50.00 / year,
No Single Item Worth over $20.00.
Service Provider Conduct
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• Service Substitution• Used to Change Products
• SPIN Change• Used to Change Vendors
• Applicant can only change to another vendor who responded to original bid.
• Form 500• Used to Change Contract Terms
Post-Funding
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Questions?