e-Rate: Funding Year 2015

1. Zeller and Associates, LLC e-Rate: Funding Year 2015 Do we apply? Presentation available at www.zellerandassociates.com/erate

2. Who is Zeller and Associates, LLC • There are two part-time associates • Retired Illinois educator • 24 year, 10 month association with West 40 • “Original” retirement: 2003

3. What is e-Rate? • Federal Communications Commission (FCC), an independent U.S. government agency, established (1996) and oversees the E-rate program • Universal Service Administrative Company (USAC), a not-for-profit, administers the E-rate program along with three other programs • Schools and Libraries Program (SL) is the part of USAC with responsibility for E-rate

4. What did e-rate support? • Priority 1 (P1): funded first • Telecommunications Services • Internet Access • Telecommunications (leased dark fiber) • Priority 2 (P2): funding starts with neediest applicants • Internal Connections • Basic Maintenance of Internal Connections

5. “Old” Priority one

6. “new” category one Voice service phased out 20% per year Internet

7. Category One: Gone Funding Year 2015 • Paging • Email • Web hosting • Voice mail • Directory assistance • Text messaging • Custom calling features • Direct inward dialing (“DID”) • 900/976 call blocking • Inside wire maintenance plans

8. Category One: Going away: 20%/year • Local and long distance phone service (often referred to as “POTS”) • 800 service • Satellite telephone • Centrex • Wireless telephone service (including cellular voice services) • Voice over IP • Circuits dedicated to providing voice services

9. Category one: No 470 • it offers bandwidth speeds of at least 100 Mbps downstream and 10 Mbps upstream for a pre-discount price of $3,600 or less annually, including any one-time installation and equipment charges, and • the service and price are commercially available.

10. “old” Priority two X X X

11. “new” category two

12. Category Two • Routers, • Switches, • wireless access points, • internal cabling, • Racks, • wireless controller systems, • firewall services, • uninterruptable power supply, and • the software supporting each of these components

13. Category two • caching functionality as an internal connection eligible for support in funding years 2015 and 2016.

14. Category two: support caps, Floor • Pre-discount cap of $150/student over a five year period • Pre-discount funding floor of $9,200 (less than 62 students) • Pre-discount cap of $30/student for basic maintenance

15. Category two: wlan basic maintenance • For funding years 2015 and 2016, basic maintenance services and managed Wi-Fi are eligible for category two support.

16. E-Rate modernization resources • USAC SLD Site (Draft Eligible Services List) • Schools and Libraries Program News Brief Special Edition (8/12/2014) • E-Rate Central • Funds for Learning

17. How much of a discount can we get?

18. 3 Ways to determine frl count • Monthly Claims • CEP (Community Eligibility Provision) • Survey (e-Rate Central’s Sample)

19. Next steps • Form 470 Session: after October 13th • Form 471 Session: after Winter Break

20. Invoice review

21. Zeller and Associates, LLC • www.zellerandassociates.com/erate • gfzeller@zellerandassociates.com • V: 847.828.4606 • F: 847.729.5240