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
February 21, 2014
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
2
Webinar Assumption
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
3
Agenda
TOM TORLAKSON
State Superintendent
of Public Instruction
1. The role of CA Dept of Ed and State
Library
2. CALNET 2 Expiration, Extension – No
Waiver
3. Guidance for FY 2013 E-rate Funding
Requests
4. Status of CALNET 3
5. Guidance for FY 2014 E-rate Funding
Requests
6. E-rate Mini Bid Requirements
7. Q & A
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
4
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 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.
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
5
Key Terms
TOM TORLAKSON
State Superintendent
of Public Instruction
1. California Office of Technology Services
(“Otech”)
2. CALNET 2 and CALNET 3 contracts
3. Master Service Agreement (“MSA”)
4. Authorization to Order (“ATO”)
5. State Replacement Contract (“SRC”)
6. Contractor, Service Provider, Vendor
7. E-rate applicant
8. Funding Request Number (“FRN”)
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
6
CALNET 2 Expiration
CALNET 2 extended through January 30,
2016 – HOWEVER, FCC does not see this
as a valid extension for E-rate applicants
TOM TORLAKSON
State Superintendent
of Public Instruction
 State finalized extension of contract end date
from January 29, 2014 to January 30, 2016
 MSAs 1 and 2 AT&T services (landline
services and long distance)
 MSAs 3 and 4 Verizon services (VoIP)
 Purpose of extension is to facilitate transition
of services to CALNET 3
 Extension only applies to existing services,
and NEW services must be ordered off of
CALNET 3
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
7
CALNET 2 Extension
CALNET 2 extension does not have a viable
use for E-rate purposes
TOM TORLAKSON
State Superintendent
of Public Instruction
 FCC has indicated that a waiver for the contract
extension will NOT be allowed for CALNET 2
with the 2005 State Form 470
 Even if applicant filed its own Form 470 and
checked the box for voluntary contract
extensions when it awarded CALNET 2, FCC
does not see validity of allowing for continued
use of CALNET 2 contract for E-rate purposes
 Reason has to do with language on RFP for
CALNET 2 that only indicated extensions
through January 30, 2014 and no further
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
8
CALNET 2 Extension
How does this affect applicants for FY 2013?
TOM TORLAKSON
State Superintendent
of Public Instruction
 Applicants MUST transition to CALNET 3 as
soon as possible if they used State
Replacement Contract (“SRC”) process for FY
2013/14 applications
 During the conversion/transition period
starting January 30, 2014 though the
effective date of CALNET 3 ATOs, USAC
will treat services as month-to-month
 The entire 2013 funding year will be covered
 Working with USAC to define and facilitate this
process – more information forthcoming
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
9
CALNET 2 Extension
How does this affect applicants for FY 2014?
TOM TORLAKSON
State Superintendent
of Public Instruction
 CALNET 2 cannot be used for FY 2014
funding requests
 Applicants can use CALNET 3 and 2013
State Form 470 for FY 2014 applications OR
file their own Form 470 and conduct their
own bidding processes
 More information on using 2013 State
Form 470 later in presentation
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
10
CALNET 3 Status
Award of Category 1 Voice and Data Services
TOM TORLAKSON
State Superintendent
of Public Instruction
 California Office of Technology Services (OTech)
posted a State Form 470 and contracts were
awarded November 15, 2013
 Six subcategories were awarded
 Multiple awardees in some subcategories
 Important information posted on State’s website
regarding services, pricing and awards
http://marketing.dts.ca.gov/calnet3/
 ALL PRICING IS NOW AVAILABLE ON THE
STATE’S WEBSITE
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
11
CALNET 2 to CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
Services Transition (see Grid on next slide)
• Certain services under CALNET 2 are
transitioned to same provider (blue)
• Certain services under CALNET 2 are now
available from multiple providers (yellow)
• Not all services available under CALNET 2
have been awarded yet under CALNET 3
(white)
– The State posted an additional form 470 that
could add to the available services (Broadband
Services ) on the state master contract for Erate purposes. However, this will be done
outside the window, and will not be available for
the current E-rate window FY 2014/15.
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
12
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
470?
CALNET 3 CARRIER
Subcategory
CALNET 2 MSA1
TOM TORLAKSON
State Superintendent
of Public Instruction
POTS/1 MB
YES
AT&T
YES
YES
AT&T
1.6
Centrex
YES
AT&T
YES
YES
AT&T
1.6
PBX/DID Trunks
YES
AT&T
YES
YES
AT&T
1.6
Voicemail
YES
AT&T
YES
YES
AT&T
1.6
ISDN BRI
YES
AT&T
YES
YES
AT&T
1.6
Frame Relay and ATM
YES
AT&T
YES
YES
AT&T
1.6
Local Calling Plan
YES
AT&T
YES
YES
AT&T
1.6
ISDN PRI and DID
YES
AT&T
YES
YES
AT&T,Verizon
1.1
T-1/DS-1
YES
AT&T
YES
YES
AT&T,Verizon
1.1
T-3/DS-3
YES
AT&T
YES
YES
AT&T, Verizon
1.1
Internet
NO
AT&T
NO
NO
In Process IFB-B
in process
Ethernet Metropolitan Area Network
NO
AT&T
NO
NO
In Process IFB-B
in process
Synchronous Optical Network (SONET)
NO
AT&T
NO
NO
In Process IFB-B
in process
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
YES
AT&T, Integra, Jive,
Verizon and NWN for
converged VoIP only
1.2 and 1.3
CALNET 2 MSA2
Long Distance
CALNET 2 MSA3
Hosted IP Telephony (VoIP)
NO
Verizon
YES
CALNET 2 to CALNET 3 Transition
Ordering Services under CALNET 3
• Identify services received under CALNET 2
TOM TORLAKSON
State Superintendent
of Public Instruction
– Review CALNET 2 ATOs and bills for service
– Identify what services can be migrated to CALNET 3
now
• For C2 services that have not yet been competitively bid by the
State, you must follow the standard E-rate competitive bid process,
e.g., issue a Form 470, construct a bid evaluation, etc.
• Visit State’s website for service descriptions,
pricing and ATOs: http://marketing.dts.ca.gov/calnet3/
• ID services that require an E-rate mini-bid and
conduct mini-bid if necessary (discussed later)
• Execute ATO(s) for service
– An ATO must be signed by the applicant, service
provider, and the State before it is valid
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
14
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
470?
CALNET 3 CARRIER
Comment for FY 2013 State Replacement
Contract ("SRC") FRNs using the dummy SPIN
starting after expiration of CalNet 2 January
Subcategory
30, 2014
CALNET 2 MSA1
POTS/1 MB
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
Centrex
TOM TORLAKSON
State SuperintendentPBX/DID Trunks
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
Voicemail
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
ISDN BRI
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
Frame Relay and ATM
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
Local Calling Plan
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
ISDN PRI and DID
YES
AT&T
YES
YES
AT&T,Verizon
1.1
If SRC SPIN was used, mini-bid IS REQUIRED
T-1/DS-1
YES
AT&T
YES
YES
AT&T,Verizon
1.1
If SRC SPIN was used, mini-bid IS REQUIRED
T-3/DS-3
YES
AT&T
YES
YES
AT&T, Verizon
1.1
If SRC SPIN was used, mini-bid IS REQUIRED
Internet
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
Ethernet Metropolitan Area Network
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
Synchronous Optical Network (SONET)
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
If SRC SPIN was used, mini-bid IS REQUIRED
YES
AT&T, Integra, Jive,
Verizon and NWN for
converged VoIP only
1.2 and 1.3
If SRC SPIN was used, mini-bid IS REQUIRED
of Public Instruction
CALNET 2 MSA2
Long Distance
CALNET 2 MSA3
Hosted IP Telephony (VoIP)
NO
Verizon
YES
E-rate Mini Bid Requirements
TOM TORLAKSON
State Superintendent
of Public Instruction
Multiple Contractors for Service
• If using the State Form 470 or own Form 470,
allowing only bids from CALNET 3
contractors, a mini-bid is required:
– All contractors capable of providing service in
subcategory must be compared – ONLY
EXCEPTION is if contractor does not provide
service in your area – verify and document
– Price of E-rate eligible services must be given the
highest possible weight in mini-bid evaluation
process
– Download pricing from State’s website or contact
all contractors that can provide service for quotes
(keep this info for your e-rate records)
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
16
E-rate Mini Bid Requirements
Sample Evaluation Matrix
•
Additional examples @
TOM TORLAKSON
State Superintendent
of Public Instruction
http://www.usac.org/sl/applicants/step03/evalua
tion.aspx
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
17
E-rate Mini Bid Document Requirements
Documentation of Process
TOM TORLAKSON
State Superintendent
of Public Instruction
• Copy of bid evaluation matrix
• Copies of vendor’s pricing schedules
• Copies of quotes and vendor correspondence
relating to mini-bid (if applicable)
• For subcategory 1.6 (Legacy
Telecommunications), copy of ATR Bulletin 1304 showing only one possible provider
http://www.dts.ca.gov/pdf/stnd/atrbulletins/2013/
ATR13-04.pdf
• Copies of executed ATOs
• Board minutes if contracts are taken for Board
approval
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
18
E-rate FY 2013 Next Steps
Conduct Mini-Bid and Execute ATOs
TOM TORLAKSON
State Superintendent
of Public Instruction
• For SRC FY 2013 funding requests, an E-rate
compliant mini-bid is required for services in
CALNET 3 subcategories 1.1, 1.2, 1.3 and 1.4
• Upon selecting service provider(s), sign ATOs and
submit for processing as soon as possible
• Effective date on ATOs must be on or after the
date on the Mini-Bid evaluation matrix
• More information coming soon on how USAC will
process pending FY 2013 applications with SRC
FRNs
– SRC FRNs may be split into two or more funding
requests depending on providers chosen
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
19
E-rate FY 2014 Next Steps
Converting to CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
• Applicant may use State Form 470 and conduct a
mini-bid if required (see grid on following slide)
– If already doing a mini-bid for 2013, a second
mini-bid is not required
– ATOs MUST be executed PRIOR to filing of
Form 471 and March 26 deadline by all three
parties (applicant, provider, and state)
– If executing ATOs for FY 2013, a second set of
ATOs is not required
• For services NOT covered under the State Form
470, applicant must file its own Form 470 and
conduct its own bidding process
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
20
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
470?
CALNET 3 CARRIER
Subcategory
FY 2014 FRNs
CALNET 2 MSA1
POTS/1 MB
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
Centrex
TOM TORLAKSON
State Superintendent
PBX/DID Trunks
of Public Instruction
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
Voicemail
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
ISDN BRI
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
Frame Relay and ATM
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
Local Calling Plan
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
ISDN PRI and DID
YES
AT&T
YES
YES
AT&T,Verizon
1.1
Refer to State Form 470, mini-bid IS REQUIRED
T-1/DS-1
YES
AT&T
YES
YES
AT&T,Verizon
1.1
Refer to State Form 470, mini-bid IS REQUIRED
T-3/DS-3
YES
AT&T
YES
YES
AT&T, Verizon
1.1
Refer to State Form 470, mini-bid IS REQUIRED
Internet
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
Ethernet Metropolitan Area Network
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
Synchronous Optical Network (SONET)
NO
AT&T
NO
NO
In Process IFB-B
in process
MUST do own Form 470
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
Refer to State Form 470, mini-bid IS REQUIRED
CALNET 2 MSA2
Long Distance
CALNET 2 MSA3
Hosted IP Telephony (VoIP)
NO
Verizon
YES
YES
AT&T, Integra, Jive,
Verizon and NWN for
converged VoIP only 1.2 and 1.3
Refer to State Form 470, mini-bid IS REQUIRED
E-rate FY 2014 FRN Instructions
If using 2013 State Form 470
TOM TORLAKSON
State Superintendent
of Public Instruction
• Form 470 number is 335470001069064
• Service Provider Identification Number
(“SPIN”) – Contract the service provider
• Contract Award Date = date that State
signs ATO
• Service Start Date = 07/01/2014
• Contract End Date = Date indicated on
ATO
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
22
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
• BY NO LATER THAN:
• LAST DAY TO POST Form 470 (February
26, 2014)
• Form 471 application deadline is 8:59 PM
March 26, 2014
• Or use State Form 470 and process ATO
immediately (Review Services on Contract)
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 CTF programs.
Subscribe to CDE 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 2014 California Department of Education
24
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 is an additional Form
470(s) for State Master Contract
posted AFTER the Window
closes
– This Form 470/services may not
be available for the E-rate
application window of 2014-2015,
but will be available for the E-rate
2015-2016 E-rate application year
Summary
• CALNET 2 extension through January 30, 2016
is not valid for E-rate Purposes.
– CALNET 2 expired on Jan 30th, 2014 for E-rate
TOM TORLAKSON
State Superintendent
of Public Instruction
• FY 2013 SRC FRNs must follow process as
documented on Slide #14
• FY 2014 must follow process as documented
on Slide #20.
• Further clarification for E-rate applicants as
information is available
• Action Items:
– CALNET 3 pricing for mini-bid and process for
signing ATOs is now available, process ATO
now after selection of provider
– K-12HSN/CDE is to work with USAC
• If in doubt, issue your own Form 470, follow Erate competitive bidding processes, etc.
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
27
Additional resources:
TOM TORLAKSON
State Superintendent
of Public Instruction
• Go to CDE K12/HSN network website to
review Yr. 2014/2015 Training and/or
webinar recordings @:
http://www.k12hsn.org/programs/erate/train
ing_materials.php
• SLD website @
http://www.universalservice.org/sl/
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
28
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: Doris Stephen,
916-324-9943
dstephen@cde.ca.gov
• K-12 HSN/Butte COE: Russ Selken
530-532-5678
rselken@bcoe.org
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
29