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Webinar will start shortly (This will be recorded)

Webinar will start shortly (This will be recorded). Note: The Webinar will be in 2 phases: Phase 1, Information will be delivered by presenters. Questions will be taken in the second phase. NOTE: It is very important that you remain on mute during this time period. Thanks!

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  1. Webinar will start shortly(This will be recorded) • Note: The Webinar will be in 2 phases: • Phase 1, Information will be delivered by presenters. Questions will be taken in the second phase. • NOTE: It is very important that you remain on mute during this time period. Thanks! • There will be a 3-5 minute pause. • Phase 2, Questions or points of clarification will be asked and responded to. • Both phases will be recorded and available later.

  2. E-rate for CaliforniaCALNET 2 AND CALNET 3 UPDATESJanuary 23,2013

  3. Webinar Assumption • The following presentation is for those applicants that used the State CALNET 2 contract last year. • The guidance provided is based upon this assumption • If you have never used CALNET2 in the past, then continue using your existing process. But, check in with us next fall. Link Resources: http://www.usac.org/_res/documents/sl/pdf/contracts/Scenario-b.pdf http://www.usac.org/sl/applicants/step03/state-replacement-contracts.asp http://www.usac.org/sl/applicants/step03/state-master-contracts.aspx

  4. The role of CA Dept of Ed and State Library General Information about E-rate • CDE/K-12 HSN & State Library: • Have no statutory authority to administer the federal E-rate program • May only offer general information about the E-rate program including: training and outreach, reference materials, and other publicly available SLD/USAC resources • The following information is provided to assist applicants with their applications. It is remains each applicant’s responsibility to ensure FCC/USAC, State, and local agency rules and practices are followed. All liability and risk rests upon each applicant for E-rate approval.

  5. CALNET 2 (Background)

  6. CALNET 2 – Is your School or Library currently on CALNET 2 contract? Did you reference CALNET 2 as your contract on any of your current year Forms 471? Did you enter 1/29/2014 as your contract expiration date on any of your current Year Forms 471? Did you cite Form 470 # 267290000544188 as your originating Form 470 on any of your current year Forms 471? Does your AT&T/Verizon bill display “CALNET 2” on any of your bills? If you answer yes to any of the above, you are most certainly on CALNET 2 for some or all of your services. Even if you don’t answer yes to all of the above, you may still be receiving services via the CALNET 2 contract.

  7. CALNET 2 – If your School or Library is currently on CALNET 2 contract, then: Follow CDE guidance provided via email dated 9/18/2012, excerpted here: “….two possible strategies to consider: …Each district and library posts its own Form 470 and conducts a competitive bidding process compliant with state and federal rules…. OR, Use the state Form 470 that will be posted and follow the guidelines set forth by USAC for a State Replacement Contract…”

  8. Potential CALNET 2 Example #1: First one is very straightforward and all the “clues” are in place*: “ABC” SCH DIST, Form 471 #XXX, Block 5(s) cites State Form 470 # 267290000544188, customer cites CALNET 2 in the contract # and the applicant cites contract expiration date as 1/29/2014. All the indicators are for this applicant that they are on CALNET 2 contract just by what was entered on the current Year Form 471. *UNLESS… THE CURRENT YR Form 471, Block 5 was submitted incorrectly.

  9. Potential CALNET 2 Example #2: “CDE” SCH DIST, Form 471 #XXX, Block 5, shows 1/29/2014 as the contract expiration date, but there’s no specific reference to it being for CALNET 2. Also, this applicant did not reference the State Form 470; they referenced their own Form 470. More than likely this applicant is on CALNET 2 contract, just by what was entered in the Block 5 as the Contract Expiration Date

  10. Potential CALNET 2 Example #3: “FGH” UNIFIED SCHOOL DIST, Form 471 # XXX, cites their own Form 470 (not the State), they cite CALNET 2 as their contract in Question #15B, but they indicate that their contract expires 09/29/2014. Somewhat likely this applicant is on CALNET 2 contract, since CALNET 2 was entered in the contract # in Question #15B.

  11. CALNET 2 expires January 29, 2014 CALNET 2 Expiration • Expiration falls mid-way through E-rate Funding Year 2013 • No extensions will occur • Applicants need to plan for services from January 30, 2014 – June 30, 2014 (at a minimum) • MSAs 1 and 2 AT&T services (landline services and long distance) • MSAs 3 and 4 Verizon services (VoIP)

  12. Examples of Services on CALNET 2

  13. E-Rate for CaliforniaCALNET 3 Status

  14. CALNET 3 will not be awarded before close of E-rate Form 471 application window CALNET 3 Status • California Office of Technology Services (OTech) posted a State Form 470 prior to close of window, but contract(s) will be awarded AFTER the close of the Yr 2013/14 E-rate Form 471 filing deadline. • Applicants who have filed funding requests under CALNET 2 may continue do so for FY 2013 for the time frame of July 1, 2013 to January 29, 2014 ONLY • Reference State Form 470 for CALNET 2 (for appropriate services discussed later) OR • Reference own Form 470 for CALNET 2

  15. Filing for Services AFTER January 29, 2014 CALNET 3 Status • As noted on previous slide, California Office of Technology Services (OTech) posted a State Form 470, but contract(s) will be awarded AFTER the close of the Yr 2013/14 E-rate Form 471 filing deadline. • Applicants may use two strategies addressing services starting after January 29, 2014: • Option 1: Use State Master Contract Replacement SPIN as a placeholder and reference newly posted State Form 470 • Option 2: Conduct your own Form 470/bidding processes • Note that Option 2 may be REQUIRED for certain types of services (Not All Telecomm Services were on the current state Form 470)

  16. Applicants may use SMC SPIN for period between January 30 – June 30, 2014 Option 1: CALNET 3 State Master Contract Replacement (“SMC”) • Applicant will file at least two funding requests on Form 471 in FY 2013 (perhaps more) • Applicant will file one or more funding requests under CALNET 2 from July 1, 2013 through January 29, 2014 • Review contracts/MSAs to determine number of FRNs • Applicant will file a placeholder funding request on Form 471 to cover January 30 – June 30, 2014, referencing State Form 470 335470001069064 • SMC SPIN 143999999 will be referenced for this period • Each CALNET 2 FRN will be replaced by a CALNET 3 FRN on a one-to-one basis

  17. Rules for using SMC SPIN Option 1: CALNET 3 State Master Contract Replacement (“SMC”) • Applicant must have been receiving services from CALNET 2 http://www.usac.org/sl/applicants/step03/state-replacement-contracts.aspx “Conditions That Apply to Both Scenarios” • Services on SMC funding request MUST be covered by the new CALNET 3 State Form 470 AND old CALNET 2 State Form 470 • See grid of services later in presentation for services • Both the funding requests for CALNET 2 and the SMC MUST be filed on the same Form 471 • SMC SPIN 143999999 only available 1 week before window closes • Applicant MUST accept services from the awarded service provider(s) under CALNET 3 • Rates on SMC FRN cannot exceed CALNET 2 rates • BEST PRACTICE is to file separate Form 471 for CALNET 2/3

  18. After Award of CALNET 3 Option 1: CALNET 3 State Master Contract Replacement (“SMC”) • Depending on number of service provider(s) awarded under CALNET 3 for each type of service, a mini bid may be required • One service provider = One contract signed and SMC SPIN changed to awarded service provider SPIN during PIA or via RAL • Multiple service providers = a mini bid would be required, compliant with FCC rules. SMC SPIN changed to awarded service provider SPIN during PIA or via RAL • More guidance will become available upon the award of CALNET 3

  19. Applicants must file Form 470 for services January 30, 2014 – June 30, 2014 Option 2: Applicant Conducts its Own Form 470/Bidding Process • Applicant will file at least two funding requests on Form 471 in FY 2013 • Applicant will file a funding request under CALNET 2 from July 1, 2013 through January 29, 2014 • Applicant posts its own Form 470 and conducts a competitive bidding process compliant with state and federal rules for Telecommunications Services and Internet Access for services between January and June 2014 (at a minimum) • Second funding request will be based upon awarded service provider resulting from the state’s competitive bidding process

  20. Important Deadlines • If you are on CALNET 2 now (& most public sector CA Education/Library applicants are), then YOU MUST DECIDE for upcoming funding year what you will do for all YOUR services on CALNET 2 contract • Option 1…OR Option 2 • BY NO LATER THAN: • ASAP! • LAST DAY TO POST Form 470 (February 14, 2013)  • Otherwise, you will not be eligible to receive E-rate for 5 months of upcoming YR 2013/2014 • Form 471 application deadline is 8:59 PM March 14, 2013

  21. Grid Information Clarification Grid Information • Please note that all grid information uses the most recent details available at the time of this presentation, Jan. 23, 2013. • The State may post an additional form 470 that could add to the available services on the state master contract for E-rate purposes. However, this will be done outside the window, and will not be available for the current E-rate window.

  22. Example #1 Using SMC Alone On FY 2012 Form 471 applicant cites State Form 470 # 267290000544188, cites CALNET 2 in the contract # and the applicant cites contract expiration date as 1/29/2014 Applicant typically files two funding requests – one for local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2 Applicant wishes to use SMC for services after 01/30/2014 through 06/30/2014

  23. Example #1 Using SMC Alone Applicant files four (4) funding requests on FY 2013 Form 471: Local Services MSA 1 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Local Services SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014 Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Long Distance SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014 Monthly recurring charges must be based on CALNET 2 rates

  24. *Note that some Frame Relay services fall under SPIN 143035645; and some Internet services fall under SPIN 143001192. Ask your AT&T representative for further guidance and AT&T SPIN.

  25. Example #2 Using SMC and Own Form 470 As in Example #1 applicant references the CALNET 2 Form 470 for local and long distance Applicant typically files two funding requests – one for local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2 Applicant wishes to use SMC for these services after 01/30/2014 through 06/30/2014 Applicant also has Internet access under CALNET 2. However, Internet Access was not listed on the State Form 470 either for CALNET 2 OR CALNET 3 Prior to FY 2013, applicant referenced its own Form 470 and plans on filing a NEW Form 470 for services starting 01/30/2014

  26. Example #2 Using SMC and Own Form 470 Applicant files six (6) funding requests on FY 2013 Form 471: Local Services MSA 1 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Local Services SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014 Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Long Distance SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014 Internet Access under CALNET 2 and APPLICANT’s own Form 470 from previous years (when original contract was awarded) for 07/01/2013 through 01/29/2014 Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

  27. *Note that some Frame Relay services fall under SPIN 143035645; and some Internet services fall under SPIN 143001192. Ask your AT&T representative for further guidance and AT&T SPIN.

  28. Example #3 Using Own Form 470 As in Examples #1 & #2 applicant references the CALNET 2 Form 470 for local and long distance Applicant typically files two funding requests – one for local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2 Applicant DOES NOT wish to use SMC for these services after 01/30/2014 through 06/30/2014 Applicant also has Internet access under CALNET 2. However, Internet Access was not listed on the State Form 470 either for CALNET 2 OR CALNET 3 Prior to FY 2013, applicant referenced its own Form 470 for services expiring 01/29/2014 Applicant wishes to post its own Form 470 for ALL services starting 01/30/2014

  29. Example #3 Using Own Form 470 Applicant files six (6) – or more - funding requests on FY 2013 Form 471: Local Services MSA 1 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Local Services under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum) Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 Long Distance under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum) Internet Access under CALNET 2 and APPLICANT’s own Form 470 from previous years (when original contract was awarded) for 07/01/2013 through 01/29/2014 Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

  30. Join the E-rate e-mail list to receive updates about E-rate and the CTF programs. Subscribe to the E-rate listserv by sending a "blank" message to • join-cde-e-rate@mlist.cde.ca.gov.If you would like to unsubscribe from the E-rate listserv, send a "blank" message to unsubscribe-cde-e-rate@mlist.cde.ca.gov. • How to join the CDE E-rate listserv

  31. Join the CALNET 3 listserv To Subscribe to the CTA_CALNET3 list • http://www.dts.ca.gov/stnd/calnet-III/calnetIII.asp • You may leave the list at any time by sending a SIGNOFF CTA_CALNET3 command to: LISTSERV@LISTSERV.STATE.CA.GOV, or by sending a blank email • to: CTA_CALNET3-signoff-request@LISTSERV.STATE.CA.GOV.

  32. Future Form 470for State Master Contract • There may be an additional form 470(s) for State Master Contract posted AFTER the Window closes • This form 470/services will not be available for the E-rate application window of 2013-2014, but will be available for the E-rate 2014-2015 E-rate application year

  33. Who to Contact? State Library: Rushton Brandis, (916) 653-5471 rushton.brandis@library.ca.gov CDE/E-rate: Larry Hiuga, (916) 327-4629 E-rate@cde.ca.gov CDE/EETT: Tech Plans: Doris Stephen, 916-324-9943 dstephen@cde.ca.gov K-12 HSN/Butte COE: Russ Selken 530-532-5678 rselken@bcoe.org

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