Back to the Future

1. Back to the Future E-Rate Fall Training 2007

2. Back to the New BasicsWhy? • No Forms Changes • Many “Basic” Changes • Want you to get it right • Fundamentals equal success • Most errors are simple things • The more things change the more they stay the same

3. Back to the Future10 Years of E-Rate • Review SLD 10 year history • What do the applications look like state by state • What has changed, rules, USAC • What have we learned from the audits, site visits and You • Why the HATS initiative is good • What has been some of the feedback • What does the Future look like (Mel’s view)

4. 1998 -2007 • Lots of PAPER!!!! • BLUE ink vs. Black ink • Applicants DRIVE to Kansas • SLC & RHC to USAC • CIPA added (Supreme Court ,too) • Waves Suspended (FCDLs = Obligations) • Ira, Kate ,George and Mel • Cheryl, Lisa and Scott • Catriona, the last one standing • Katrina • Bishop Perry

5. Program Oversight and Scrutiny1998-2007 (and beyond) • Congress • Government Accountability Office (GAO) • Federal Communications Commission (FCC) • FCC Office of the Inspector General • Department of Justice • External Audit Firms • USAC Internal Audit • Media

6. Outreach

7. Weeks Before 1st Wave

8. Windows & Waves

9. Out of Window 471s

10. Late or Missing 486

11. Average Time to Process Invoices

12. Appeals Received

13. Applications State by State What do they look like? • You are ALL good ,just some are better  • In total ~94% of apps get funded (excluding DN for cap) • Basically you are all within a “reasonable range” of each other • We all need to work on the basics

14. % $ Awarded By StateFunding Year 2006 – States That Requested < $10 million * % $ Awarded = $ Committed / $ Requested * Excludes priority 2 funding cap denials

15. % $ Awarded By StateFunding Year 2006 – States That Requested $10-50 million * % $ Awarded = $ Committed / $ Requested * Excludes priority 2 funding cap denials

16. % $ Awarded By StateFunding Year 2006 – States That Requested > $50 million * % $ Awarded = $ Committed / $ Requested * Excludes priority 2 funding cap denials

17. OLD Way 1.Bad PIN System 2.Lots of Paper 3.Two signatures &date 4.Appeals no new info 5.No M&C 6.Deny you 7.Friendly NEW Way Better PIN System On-Line filing One signature & date Accept new info Lots of M&C Fund You More Friendly Rules & USACWhat has changed?

18. YOU want FCDLs Faster Easier Process Fewer Selectives No Audits Fast appeals decisions Fridays off WE want FCDLs Faster Easier Process Fewer Selectives Keep your records Fewer appeals Fridays off Audits, Site Visits and YOUWhat have we learned?

19. HATSWhy so Good? • Helping Applicants To Succeed (HATS) • Not an Audit • Gets you out of a vicious cycle • Reduces SLD work so we can review more applications • Personal attention for “difficult” situations • No reprisals from USAC • We tell you EXACTLY what to do to succeed

20. HATS • 50% of applicants turned down HATS visit • 100% of applicants visited found HATS visit increased their knowledge of SL program Data Source: Jan-June 2007 HATS visits

21. News Brief Feedback • 95% of applicants that read the News Brief found it helpful • Data Source: Jan-June 2007 Site Visits

22. SL Program Applicant Satisfaction Feedback Data Source: Jan-June 2007 Site Visits

23. The Future according to Garp (Mel) • Quick FCDLs, Lots of Pre-population • Fewer Appeals • Less Paperwork • Improved Invoice System • Improved USAC Systems/DRT • Fewer Selectives • No WFA • Happier Applicants and Service Providers

24. The End