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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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Webinar will start shortly (This will be recorded)

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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 UPDATESFebruary 12, 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 CALNET 2 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 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)

  6. 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

  7. 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)

  8. 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

  9. 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 available NOW – don’t wait to file! • 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

  10. 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

  11. Grid Information Clarification Grid Information • Please note that all grid information uses the most recent details available at the time of this presentation, Feb. 12, 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.

  12. 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 AT&T local phone services under CALNET 2 MSA 1 and one for AT&T long distance phone services under CALNET 2 MSA 2 Applicant wishes to use SMC replacement SPIN 143999999 for services after 01/30/2014 through 06/30/2014 Applicant uses CALNET 3 State Form 470 # 335470001069064 for 01/30/2014 through 06/30/2014

  13. 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

  14. Example #1 Block 5 FRN #1 Local Voice and Data CALNET 2 FRN services from July 1, 2013 through January 29, 2014

  15. Example #1 Block 5 FRN #2 Local Voice and Data CALNET 3 FRN services from January 30, 2014 through June 30, 2014

  16. Example #1 Block 5 FRN #3 Long Distance CALNET 2 FRN services from July 1, 2013 through January 29, 2014

  17. Example #1 Block 5 FRN #4 Long Distance CALNET 3 FRN services from January 30, 2014 through June 30, 2014

  18. *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.

  19. 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

  20. 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)

  21. *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.

  22. 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

  23. 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)

  24. 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

  25. 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.

  26. 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

  27. AT&T Spin Numbers • http://www.corp.att.com/erate/spins/

  28. 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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