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Today’s Producersy

Jennifer Peterson Kendra Morgan

WebJunction Community Manager

g

WebJunction Senior Program Manager

EE--Rate for LibrariesRate for Libraries

Donna Mattingly, E-Rate Central Greg Weisiger, E-Rate Central

Agenda

• What is E-Rate?

• E-Rate Categories of Service

• E-Rate Timeline

• Technology Planning

• Children’s Internet Protection Act (CIPA)

Applying for E Rate• Applying for E-Rate

• Form 470 (Example)

• E-Rate ResourcesE Rate Resources

• Questions?

Poll Question

[Please indicate your answer in the poll at right]y p g

Have you applied for E-rate?y pp

Yes, in the past year

Yes, in the past 3 years, p 3 y

My library has, but I haven't been a part of the application process

No, never applied

What is E-Rate?

• Discounts on telecommunications, Internet Access, Internal , ,Connections and Basic Maintenance of Internal Connections

• Schools and libraries are eligible

• Discounts range from 20–90%, the amount of discount depends on the level of poverty and location of the school or library (urban or rural) receiving services

• Average discount for libraries is about 70%

• Funding comes from the Universal Service Fees on your telephone billstelephone bills

• Regulated by the Federal Communications Commission (FCC) and administered by the Universal Service Administrative C (USAC)Company (USAC)

Wh E R What can E-Rate mean to my library?my library?

E-Rate Categories of Services

Priority One (P1) - Telecommunications ServicesExamples:

Local and Long Distance service

Cellular Service Cellular Service

Text messaging

Web browsing

B db d T l i ti i l di i t B k bil Broadband Telecommunications, including service to Bookmobiles

Interconnected Voice over Internet Protocol (VoIP)

Taxes and fees

Installation and configuration

E-Rate Categories of Service

Priority One (P1) - Internet AccessExamples:

E-mail Service

Wireless Internet Access for cell phones Wireless Internet Access for cell phones

Broadband Internet Access (From DSL to Ethernet)

Web Hosting Web Hosting

VoIP

E-rate Categories of Services

Priority Two (P2) – Internal Connections & Basic Maintenance of Internal Connections

Examples of Internal Connections:

Support for equipment and cabling on-site that transport information to classrooms or public rooms of a library

Does NOT include end-user components such as computers

Subject to the Two-in-Five Rule

Entities can only receive funding every two out of five years

E l f B i M i tExamples of Basic Maintenance:

Repair and upkeep of eligible hardware

Wire and cable maintenance

B i t h i l t Basic technical support

NOTE: Only highest discount libraries will qualify for P2

E-Rate Timeline for 2011

Technology Plangy• Only for Priority 2 Services

Request Services – Form 470q 47• By February 24th

Order Services – Form 47147• By March 24th

Receive Services – Form 486• Typically by October 29, 2011

Invoice USAC – Form 472• Typically by October 28, 2012

Fund Year: July 1, 2011 – June 30, 2012

Technology Plan

Requirements for FY 2011 and beyond:q y

No longer required for Priority One Services;

Telecommunications and Internet Access

R i d f P i i T S i Required for Priority Two Services;

Internal Connections and Basic Maintenance

Four required elements: Clear Goals, Needs Assessment, Staff Development, Evaluation

Children’s Internet Protection Act (CIPA)

Requirements of CIPA

Technology Protection Measure, Filter Internet Access: images of child pornography (illegal) visual depictions that are obscene (local norms)

h f l i (l l ) harmful to minors (local norms)

Internet Safety Policy must address: Minors’ access to inappropriate material

f t d it f i h li safety and security of minors when online unauthorized access and unlawful activities by minors online disclosure and dissemination of minors’ personal information protection measure (filter)

Public Notice and Hearing

CIPA Compliance only required for Internet Access and P2 funding

Applying for E-rate

Obtain a Billed Entity Number (BEN): Obtain a Billed Entity Number (BEN):Call the SLD at 1‐888‐203‐8100

Obtain a registration number from the FCC (FCC RN):https://fjallfoss.fcc.gov/coresWeb/publicHome.dohttps://fjallfoss.fcc.gov/coresWeb/publicHome.do

Apply online Form 470 and 471: Apply online Form 470 and 471:http://www.sl.universalservice.org/menu.asp

Form 470: Who I Am and What I Want

The “Who I Am and What I Want” form begins the The Who I Am and What I Want form begins the competitive process:

• Must be filed by the entity that is able to negotiate and sign contracts on b h lf f h h l l bbehalf of the school or library

• Identify and describe your desired categories of service and the function of the services

• Notify potential bidders (service providers) of the types and quantities of services that you need

• Follow all applicable state and local procurement lawspp p

• Wait 28 days after the Form 470 is posted to the USAC website or after public availability of your Request for Proposals (RFP), whichever is later, before selecting a vendor or executing a contract, b g g

Your Form Identifier

X

X

XX

XX

X

X

Billed Entity Number (BEN) from SLD

XX

XPriority 1 services only

X

X

X

X

X

X

X

X

Next Steps after the Form 470

• Wait 28 days after the Form 470 is posted

• Keep all incoming bids/correspondence with bidders and prepare to evaluate bids equally

Price as the primary factor – when evaluating bids, the price of E-Rate eligible services p y f g , p gmust be the most heavily-weighted factor in your evaluation of bids

Sample Evaluation Sheet:Price of the ELIGIBLE goods and services 30%Prior experience 25%Prior experience 25%Personnel qualifications 20%State, Cooperative, GSA Master Contract 15%Local Vendor 10%TOTAL 100%

• Calculate the library’s Discount Level using local school Free and Reduced Lunch figures

S b i F b M h d dli• Submit Form 471 by March 24, 2011 deadline

Keys to Success

Start early – little issues can slow you downy y

Plan a strategy

Save everything – a good filing system goes a long y g g g y g gway

Ask questions, use E-rate resources

Attend the Form 471 webinar on March 15th

E-Rate Resources

E-Rate Central, Donna M. Mattingly dmattingly@e-ratecentral.com(804) 302-4406 (804) 302 4406

E-Rate Central, Greg Weisiger erate1@aol.com(804) 302-4406

E-Rate Central Website: http://www.e-ratecentral.com/default.asp

Universal Service Administrative Company: http://www.universalservice.org/slUniversal Service Administrative Company: http://www.universalservice.org/sl

Federal Communications Commission: http://www.fcc.gov

E R t St t C di t htt // t t l / /d f ltE-Rate State Coordinators: http://www.e-ratecentral.com/us/default.asp

Questions?Q

Stay InvolvedMarch 15 Webinar

E rate: Form 471 and Beyond!E-rate: Form 471 and Beyond! On WebJunction

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