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Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 1
Zeller and Associates, LLC
This presentation is available at
www.zellerandassociates.com/erate
Click on “Presentation: Joliet: May 7, 2014”
The e-Rate Program
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 2
1. Overview
2. Timelines
3. Changes
4. Help
Agenda
The e-Rate Program
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 3
The e-Rate Program
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 4
• Federal Communications Commission (FCC), an independent U.S. government agency, established and oversees the E-rate program
• Universal Service Administrative Company (USAC), a not-for-profit, administers the E-rate program along with three other programs
• Schools and Libraries Program (SLD) is the part of USAC with responsibility for E-rate
E-rate Organization
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 5
• Congress directed the FCC to establish the E-rate program in 1996
• The FCC sets rules and policies through orders• USAC and the Schools and Libraries Division develop
procedures for specific actions, such as how to process applications
E-rate Rules
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 6
• Commitments for E-rate are made by the funding year (FY), which runs from July 1 through the following June 30
• USAC refers to the funding year as the year in which most services will begin, e.g., FY2014 is July 1, 2014 to June 30, 2015
Funding Year
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 7
• The FCC has set the E-rate fund at $2.25 billion for each funding year. However, beginning in FY 2010, the cap is now adjusted for inflation each year
• Once each year, FCC can roll over unused funds from previous funding years into the current funding year
Budget
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 8
• Who is eligible for E-rate funding?– Schools and school districts• Non-traditional facilities (conditionally by state)
– Libraries and library systems– Consortia – groups of eligible entities that
band together to aggregate demand and negotiate lower prices
Eligibility
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 9
• Discounts are 20-90 percent of eligible costs• Discount level for a school or library depends on:– Percentage of students who are eligible for National
School Lunch Program (NSLP) in • (for a school) the school• (for a library) the school district in which the
library is located– Urban or rural location of the school or library
Discounts
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 10
• Discount Matrix
Discount Matrix
Overview
INCOME % of students eligible for NSLP
URBAN LOCATION Discount
RURAL LOCATION Discount
If the % eligible is... ...and you’re in an URBAN area, your discount will be...
...and you’re in a RURAL area, your discount will be...
Less than 1% 20% 25%
1% to 19% 40% 50%
20% to 34% 50% 60%
35% to 49% 60% 70%
50% to 74% 80% 80%
75% to 100% 90% 90%
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 11
• Priority 1 (P1): funded first– Telecommunications Services – Internet Access – Telecommunications (leased dark fiber)
• Priority 2 (P2): funding starts with neediest applicants– Internal Connections – Basic Maintenance of Internal Connections
Categories of Service
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 12
Internet
Phone
Category of ServicePriority One (P1)
Funded First
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 13
Category of ServicePriority Two (P2)
funded beginning with neediest applicants
XX
X
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 14
OverviewProcess
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 15
The e-Rate Program
Timelines
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 16
Timelines
Overview
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 17
e-Rate
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 18
Estimate of Demand: FY 2013
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 19
Estimate of Demand: FY 2014
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 20
• Within five years, connect 99 percent of America’s students to high speed wireless within their schools and libraries
• at speeds no less than 100 Mbps
• with a target of 1 Gbps.
Obama’s ConnectED Initiative
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 21
1. Increase broadband connectivity
2. Improve the cost-effectiveness of e-Rate funds
3. Streamline the Program
Goals
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 22
• Decrease/end support for analog voice
• Devise new methods of funding Internal Connections
– Per student?
• Tech Planning?
Increase broadband connectivity
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 23
• Consortia
– Diocese?
– ICN: sorta…
– MiCTA
Cost-effectiveness of e-Rate Funds
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 24
• Eliminate the 470???
Streamlining the Program
Changes
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 25
e-RateZeller and Associates, LLC
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 26
• We prepare the documents and file the forms
• You inform us of changes and additions in advance
• You provide us with the information we need
• You make the decisions
• You keep the records
Full Service
Zeller and Associates, LLC
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 27
• Group Filing Sessions
– 470 in October
– 471 in January
• Guidance Documents
– 486
– 472 (BEAR)
• Available for questions
By “Form” Service
Zeller and Associates, LLC
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 28
Phone: (888) 203-8100
Fax: (888) 276-8736
Website: www.usac.org/sl
With questions, please contact USAC!
Contacts
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 29
• Gerry Zeller
• V: 847.828.4606• F: 847.729.5240• E: [email protected]
Zeller and Associates, LLC
OrZeller and Associates, LLC
Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall 2013 30
Questions?