Webinar will start shortly (This will be recorded) TOM TORLAKSON State Superintendent of Public Instruction • 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. TOM TORLAKSON State Superintendent of Public Instruction E-rate for California CALNET 2 AND CALNET 3 UPDATES January 23,2013 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 2 Webinar Assumption • The following presentation is for those applicants that used the State CALNET 2 contract last year. TOM TORLAKSON – 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: State Superintendent of Public Instruction 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 3 General Information about E-rate The role of CA Dept of Ed and State Library TOM TORLAKSON State Superintendent of Public Instruction CDE/K-12 HSN & State Library: Have no statutory authority to administer the federal Erate 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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 4 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 (Background) CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 5 CALNET 2 – Is your School or Library currently on CALNET 2 contract? TOM TORLAKSON State Superintendent of Public Instruction – 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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 6 CALNET 2 – If your School or Library is currently on CALNET 2 contract, then: TOM TORLAKSON State Superintendent of Public Instruction • 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…” CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 7 Potential CALNET 2 Example #1: TOM TORLAKSON State Superintendent of Public Instruction • 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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 8 Potential CALNET 2 Example #2: TOM TORLAKSON State Superintendent of Public Instruction • “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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 9 Potential CALNET 2 Example #3: TOM TORLAKSON State Superintendent of Public Instruction • “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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 10 CALNET 2 Expiration TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 expires January 29, 2014 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) CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 11 CALNET 2 On CALNET 2 State Form CALNET 2 CALNET 2 Services 470? CARRIER CALNET 2 MSA1 TOM TORLAKSON State Superintendent of Public Instruction Examples of Services on CALNET 2 POTS/1 MB/Centrex/ PBX/DID Trunks YES AT&T Voicemail YES AT&T ISDN BRI/ISDN PRI/DID YES AT&T T-1/DS-3 YES AT&T Frame Relay and ATM YES AT&T Local Calling Plan YES AT&T Internet Ethernet Metropolitan Area Network Synchronous Optical Network (SONET) NO AT&T NO AT&T NO AT&T Long Distance YES AT&T CALNET 2 MSA3 Hosted IP Telephony (VoIP) NO Verizon CALNET 2 MSA2 TOM TORLAKSON State Superintendent of Public Instruction E-Rate for California CALNET 3 Status CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 13 CALNET 3 Status CALNET 3 will not be awarded before close of E-rate Form 471 application window TOM TORLAKSON State Superintendent of Public Instruction 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 14 CALNET 3 Status Filing for Services AFTER January 29, 2014 TOM TORLAKSON State Superintendent of Public Instruction 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) CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 15 Option 1: CALNET 3 State Master Contract Replacement (“SMC”) TOM TORLAKSON State Superintendent of Public Instruction Applicants may use SMC SPIN for period between January 30 – June 30, 2014 Applicant will file at least two funding requests on Form 471 in FY 2013 (perhaps more) 1.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 2.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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 16 Option 1: CALNET 3 State Master Contract Replacement (“SMC”) Rules for using SMC SPIN TOM TORLAKSON State Superintendent of Public Instruction Applicant must have been receiving services from CALNET 2 http://www.usac.org/sl/applicants/step03/state-replacementcontracts.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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 17 Option 1: CALNET 3 State Master Contract Replacement (“SMC”) After Award of CALNET 3 TOM TORLAKSON State Superintendent of Public Instruction 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 18 Option 2: Applicant Conducts its Own Form 470/Bidding Process Applicants must file Form 470 for services January 30, 2014 – June 30, 2014 TOM TORLAKSON State Superintendent of Public Instruction 1. Applicant will file at least two funding requests on Form 471 in FY 2013 2. 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 19 Important Deadlines TOM TORLAKSON State Superintendent of Public Instruction • 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 Grid Information Grid Information Clarification TOM TORLAKSON State Superintendent of Public Instruction • 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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 21 CALNET 2 CALNET 3 On CALNET 2 On CALNET 3 On CALNET 3 State Form CALNET 2 Request for State Form CALNET 2 Services 470? CARRIER Bid? 470? CALNET 3 CARRIER Comment CALNET 2 MSA1 POTS/1 MB/Centrex/ PBX/DID Trunks TOM TORLAKSON State BRI/ISDN Superintendent ISDN PRI/DID of Public Instruction T-1/DS-3 Frame Relay and ATM Local Calling Plan Internet Ethernet Metropolitan Area Network Synchronous Optical Network (SONET) YES AT&T YES YES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 YES AT&T YES YES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 unknown Can use SMC process or own Form 470 for services starting January 30, 2014 unknown Can use SMC process or own Form 470 for services starting January 30, 2014 unknown Can use SMC process or own Form 470 for services starting January 30, 2014 YES YES YES AT&T AT&T AT&T YES YES YES YES YES YES NO AT&T NO NO unknown MUST do own Form 470 for services starting January 30, 2014 NO AT&T NO NO unknown MUST do own Form 470 for services starting January 30, 2014 NO AT&T NO NO unknown MUST do own Form 470 for services starting January 30, 2014 unknown Can use SMC process or own Form 470 for services starting January 30, 2014 unknown MUST do own Form 470 for services starting January 30, 2014 CALNET 2 MSA2 Long Distance CALNET 2 MSA3 Hosted IP Telephony (VoIP) YES NO AT&T Verizon YES YES YES YES Example #1 Using SMC Alone TOM TORLAKSON State Superintendent of Public Instruction • 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 23 Example #1 Using SMC Alone • Applicant files four (4) funding requests on FY 2013 Form 471: TOM TORLAKSON State Superintendent of Public Instruction 1. Local Services MSA 1 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 2. Local Services SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014 3. Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014 4. 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 24 Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS Service Dates CALNET 2 Services CALNET 2 CALNET 3 July 1, 2013 - January 29, 2014 January 30 2014 - June 30, 2014 CALNET 2 State Form 470 CALNET 2 SPIN On CALNET 3 CALNET 2 SPIN Request for CALNET 3 State Form NAME Bid? 470 SMC SPIN Contract # Contract Award Date Service Start Date Contract Expiration Date CALNET 2 MSA1 TOM TORLAKSON POTS/1 MB/Centrex/ State Superintendent PBX/DID Trunks/ISDN of Public Instruction BRI/ISDN PRI/DID/T267290000544188 1/DS-3/Frame Relay* and ATM/Local Calling Plan 143002665 PACIFIC BELL YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014 Internet* NOT LISTED 143035651 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract Ethernet Metropolitan Area Network NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract Synchronous Optical Network (SONET) NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract 143001192 AT&T CORP YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014 143001197 VERIZON GLOBAL YES Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract CALNET 2 MSA2 Long Distance 267290000544188 CALNET 2 MSA3 Hosted IP Telephony (VoIP) NOT LISTED *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. Example #2 Using SMC and Own Form 470 • As in Example #1 applicant references the CALNET 2 Form 470 for local and long distance TOM TORLAKSON State Superintendent of Public Instruction – 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 26 Example #2 Using SMC and Own Form 470 • Applicant files six (6) funding requests on FY 2013 Form 471: TOM TORLAKSON State Superintendent of Public Instruction 1. 2. 3. 4. 5. 6. 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) CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 27 Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS Service Dates CALNET 2 Services CALNET 2 CALNET 3 July 1, 2013 - January 29, 2014 January 30 2014 - June 30, 2014 CALNET 2 State Form 470 CALNET 2 SPIN On CALNET 3 CALNET 2 SPIN Request for CALNET 3 State Form NAME Bid? 470 SMC SPIN Contract # Contract Award Date Service Start Date Contract Expiration Date CALNET 2 MSA1 TOM TORLAKSON POTS/1 MB/Centrex/ State Superintendent PBX/DID Trunks/ISDN of Public Instruction BRI/ISDN PRI/DID/T267290000544188 1/DS-3/Frame Relay* and ATM/Local Calling Plan 143002665 PACIFIC BELL YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014 Internet* NOT LISTED 143035651 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract Ethernet Metropolitan Area Network NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract Synchronous Optical Network (SONET) NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract 143001192 AT&T CORP YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014 143001197 VERIZON GLOBAL YES Use OWN Form 470 per new contract per new contract per new contract 01/30/2014 per new contract CALNET 2 MSA2 Long Distance 267290000544188 CALNET 2 MSA3 Hosted IP Telephony (VoIP) NOT LISTED *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. Example #3 Using Own Form 470 • As in Examples #1 & #2 applicant references the CALNET 2 Form 470 for local and long distance TOM TORLAKSON State Superintendent of Public Instruction – 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 29 Example #3 Using Own Form 470 • Applicant files six (6) – or more - funding requests on FY 2013 Form 471: 1. TOM TORLAKSON State Superintendent of Public Instruction 2. 3. 4. 5. 6. 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) CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 30 How to join the CDE E-rate listserv TOM TORLAKSON State Superintendent of Public Instruction • 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. CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 31 Join the CALNET 3 listserv TOM TORLAKSON State Superintendent of Public Instruction 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. Future Form 470 for State Master Contract TOM TORLAKSON State Superintendent of Public Instruction • 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 Erate application year Who to Contact? TOM TORLAKSON State Superintendent of Public Instruction • 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 CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 34