Baron Rodriguez CIO, Oregon Dept. of Education Sabrina Ganoe Asst. State E-rate Coordinator

1. Baron Rodriguez CIO, Oregon Dept. of Education Sabrina Ganoe Asst. State E-rate Coordinator

2. Agenda Latest News SECA NPRM Comments Bishop Perry Overview New Tools ODE Assistance

3. Quiz Approximately how much E-rate funding has gone unclaimed for 2003? $500,000 $900,000 $2,000,000 $4,600,000

4. Why? One of the primary reason that funds go unclaimed untimely or non-filing of BEAR forms. This is like throwing money away! How do we maximize use of these funds by districts?

5. News from Washington FCC � �Kinder � Gentler� Committed to completing all appeals by December 2006!! Streamlining application process Competitive bidding issues Working on Performance Measures Very receptive to SECA NPRM comments Discount level for 2005 lowered to 81%!! E-rate congressionally well supported ADA still outstanding (SB241)

6. NPRM Some of the suggestions made by SECA: 1. Competitive Bidding/Pre-Discount Cost Determination Reform Eliminate the Form 470 posting requirement for Priority 1 services. Cost-Effective Funding Analysis During PIA Review Applicants should have the choice to base their Form 471 pre-discount requests on a signed contract or a current bill or a service provider quote. Discount Reform Districts should receive a district-wide discount for shared services, regardless of which specific entities are identified on the 471 application as recipients of service. Under the proposed simplified discount calculation, a district would only ever complete 2 steps to calculate the district discount rate for shared services. The district would calculate the total number of students eligible for NSLP in the district, divided by the total number of enrolled students in the district. Every district would receive a matrix discount for all shared services.

7. NPRM E-Rate Application Processing Reform The Administrator and the Commission should make every attempt to issue all funding commitments by June 1 in order to have discounted bills begin by July 1. Reimbursement/Discounted Bill Reform Form 472 (BEAR) Reimbursements should be remitted directly to the applicant and applicants should be given the option for Electronic Funds Transfer (EFT). There should be penalties assessed against companies that refuse to provide applicants with the choice of receiving discounted bills, as required by the Commission 2nd Report and Order, April 2003. The Form 479 (CIPA compliance) And Letter Of Agency Requirements Should Be Combined Into One OMB-Approved Form The Technology Plan Requirements For E-Rate Should Not Be Separate From The Requirements Prescribed In Other Federal Programs.

8. Bishop Perry Order FCC directed USAC �to provide all E-rate applicants with an opportunity to cure ministerial and clerical errors on their FCC Form 470 or FCC Form 471, and an additional opportunity to file the required certifications.� (Released May 19, 2006, GRO 06-54) Note: For a complete copy of the Bishop Perry Order see: http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-54A1.pdf or go to the USAC website http://www.universalservice.org/sl/

9. Ministerial and Clerical Errors Minimum Processing Standards (MPS) errors are missing information on forms which prevents USAC from posting a Form 470 or completing data entry of a Form 471 *MPS ONLY occurs when Forms 470 & 471 and Certifications are submitted on paper Forms 470/471 Certifications missing or late and/or specific block and item # errors

10. Ministerial and Clerical Errors Forms 470/471 Certification Allowable Corrections Paper Certifications Submitted Out of Window or not submitted Missing Authorized Signature Missing Certification Date

11. What USAC Will Review During FY2006 Bishop Perry Remand Applications USAC is looking for: All Uncommitted / Under PIA review Form 471 applications that were not issued an FCDL by May 19 FY2006 Forms 470 and 471 submitted by close of window that failed MPS and/or lack certifications FY2006 Forms 471 with detectable errors Appeals All Pending appeals that were not issued a decision by May 19

12. Improved Application Process! Online Tools Item 21 � Available NOW 2 in 5 � October 2006 Online BEAR � October 2006

13. USAC Online BEAR For the Schools and Libraries Division

14. Login Screen Pins will be sent to previous signers of BEAR for the specific Billed Entity.Pins will be sent to previous signers of BEAR for the specific Billed Entity.

15. This is the Home Page. Any incomplete invoices, created but not submitted, will be displayed. These are NOT active BEARs but only those that have been started and saved.This is the Home Page. Any incomplete invoices, created but not submitted, will be displayed. These are NOT active BEARs but only those that have been started and saved.

16. This is the initial screen after pressing the New BEAR Form link. Information from the PIN data is automatically inserted into fields. Fields surrounded by blocks may be entered or modified.This is the initial screen after pressing the New BEAR Form link. Information from the PIN data is automatically inserted into fields. Fields surrounded by blocks may be entered or modified.

17. This provides the online certification online and without the requirement for additional paper work. Your clicking in item 16 IS YOUR SIGNATURE. It has the same legal status as a signature.This provides the online certification online and without the requirement for additional paper work. Your clicking in item 16 IS YOUR SIGNATURE. It has the same legal status as a signature.

18. The signature is important and the PIN identifies the signee. The name and email CANNOT be changed on this form but an applicant may contact CSB for necessary changes. The SAVE will not start the invoice process but only allows for the ability to stop, save, and later return to the entering of the form.The signature is important and the PIN identifies the signee. The name and email CANNOT be changed on this form but an applicant may contact CSB for necessary changes. The SAVE will not start the invoice process but only allows for the ability to stop, save, and later return to the entering of the form.

19. Eligible Services Update ESL should be released TODAY! New ESL will be shorter, easier to use, and INDEXED!! Voice mail now eligible! CAL�s may be eligible (Internal Connections) KVM�s eligible Text messaging � NOT eligible Voicemail service can be funded in telcom or Internet Access category Voicemail equipment can be funded as Internal Connections Voicemail service can be funded in telcom or Internet Access category Voicemail equipment can be funded as Internal Connections

20. Things to Remember PIA now keeps State E-rate Coordinator�s in the loop selected reviews. Be responsive to PIA inquiries! It can only help you! Document everything! Applicants are responsible for document retention, including tech plan documentation Keep for 5 years Use new online tools State Master Contract Oregon will no longer file a 470 for the master contract Agencies will file their own 470 and use the contract as a bid. The master contract number is 1195 Online tools � Has some built in error checking and generally faster processing of application!Online tools � Has some built in error checking and generally faster processing of application!

21. Approximately how much E-rate funding has gone unclaimed in the last 5 years? $5,000,000 $8,500,000 $23,200,000 $38,600,000

22. ODE Assistance ODE plans to take a proactive roll in reducing the amount of unclaimed funding. Training video to be released mid-October Help us help you! Please fill out our survey today. Tell us what you need from us. Sabrina Ganoe is ODE resource for E-rate questions. Sabrina.ganoe@state.or.us

23. Questions?