Michigan Charter School Michigan Charter School MeetingMeeting

How a Sound E-Rate Strategy How a Sound E-Rate Strategy Can Help Fund and Build 21Can Help Fund and Build 21stst

Century Learning Century Learning EnvironmentsEnvironments

April 16, 2007April 16, 2007

Intelagent ResourcesIntelagent Resources

Founded in 2003 by Remy Bibaud B.S., M.S. Founded in 2003 by Remy Bibaud B.S., M.S.

Provide change management and technology consulting Provide change management and technology consulting services that create both operational and frontline service services that create both operational and frontline service level improvements for K20 education, non profit and level improvements for K20 education, non profit and government clients government clients

Utilize highly qualified subject matter experts (SME’s) to Utilize highly qualified subject matter experts (SME’s) to analyze, plan, implement and deployanalyze, plan, implement and deploy

Recognized as an emerging leader in strategic technology Recognized as an emerging leader in strategic technology consulting for education and non profit organizations in consulting for education and non profit organizations in Western PAWestern PA

Pennsylvania certified Women Business Enterprise (WBE)Pennsylvania certified Women Business Enterprise (WBE)

ClientsClients

Arsenal Family and Children’s CenterArsenal Family and Children’s Center Bethlehem Center School DistrictBethlehem Center School District Boys and Girls Club of Western PABoys and Girls Club of Western PA Butler Area School DistrictButler Area School District Delaware Valley Charter High SchoolDelaware Valley Charter High School Diocese of Pittsburgh Catholic SchoolsDiocese of Pittsburgh Catholic Schools Elizabeth Forward School DistrictElizabeth Forward School District Fox Chapel Area School DistrictFox Chapel Area School District Mon Valley Education ConsortiumMon Valley Education Consortium Moon Area School DistrictMoon Area School District Mt. Lebanon School DistrictMt. Lebanon School District Northside Urban PathwaysNorthside Urban Pathways Peters Township School DistrictPeters Township School District Pittsburgh Public SchoolsPittsburgh Public Schools Pittsburgh Zoo and PPG AquariumPittsburgh Zoo and PPG Aquarium Propel Charter SchoolsPropel Charter Schools 3 Rivers Connect3 Rivers Connect tREATtREAT School District of PhiladelphiaSchool District of Philadelphia Womens Center and ShelterWomens Center and Shelter

Consulting ServicesConsulting Services

Implementation

Analysis

PlanningDeployment

E Rate BasicsE Rate Basics

E Rate (E Rate (EEducational ducational RRate)ate) E RateE Rate is is NOT NOT a Grant, it is a a Grant, it is a

Federal program paid for by U.S. Federal program paid for by U.S. consumersconsumers

Phone Bill:Phone Bill:

Universal Service ChargeUniversal Service Charge == E Rate E Rate

E Rate OverviewE Rate Overview

Provides discounts to E Rate eligible schools and Provides discounts to E Rate eligible schools and libraries for Telecommunication Services, Internet libraries for Telecommunication Services, Internet Access, Internal Connections, and Basic MaintenanceAccess, Internal Connections, and Basic Maintenance

Applicants can be schools, libraries, or consortia, but Applicants can be schools, libraries, or consortia, but only eligible recipients of services can receive only eligible recipients of services can receive discounts. Applicants must apply for discounts each discounts. Applicants must apply for discounts each year. year.

Funding is capped Funding is capped at $2.25 billionat $2.25 billion annually. annually. Funding Year HistoryFunding Year History

2004:2004: $2,301,688,489.16 committed $2,301,688,489.16 committed2005:2005: $2,040,253,861.30 committed $2,040,253,861.30 committed2006:2006: $1,812,011,867.03 committed to date $1,812,011,867.03 committed to date

E-Rate Eligible EntitiesE-Rate Eligible Entities

Must meet the statutory definition of elementary or Must meet the statutory definition of elementary or secondary school found in the No Child Left Behind Act secondary school found in the No Child Left Behind Act of 2001.of 2001.

Must be a non-profit institutional day or residential Must be a non-profit institutional day or residential school, including a public charter school, that provides school, including a public charter school, that provides elementary or secondary education, as determined elementary or secondary education, as determined under state law.under state law.

Must not be operating as a for-profit business or have an Must not be operating as a for-profit business or have an endowment exceeding $50 million.endowment exceeding $50 million.

Eligible ServicesEligible Services

Priority 1: Telecommunications ServicesPriority 1: Telecommunications Services 1. Local and Long Distance 1. Local and Long Distance

2. Cell Phone Services2. Cell Phone Services3. Voice, Data, Video 3. Voice, Data, Video 4. Internet Access/Services4. Internet Access/Services5. Web Hosting5. Web Hosting

Priority 2Priority 2: Internal Connections: Internal Connections 1. Internal Connections (switches, hubs, routers, wiring)1. Internal Connections (switches, hubs, routers, wiring)

2. Basic Maintenance on Internal Connections2. Basic Maintenance on Internal Connections 3. 3. Wireless Access Points, Wireless CardsWireless Access Points, Wireless Cards 4. % of Distance Education Equipment4. % of Distance Education Equipment 5. 5. Consulting Services related to Priority 2 implementationConsulting Services related to Priority 2 implementation

Note: Note: Priority 1 funded first, then Priority 2 funded beginning with Priority 1 funded first, then Priority 2 funded beginning with neediest applicants (90%, 89%, 88%, etc.) neediest applicants (90%, 89%, 88%, etc.)

How can E-Rate Help Your How can E-Rate Help Your SchoolSchool

Less than 1%Less than 1% 20%20% 25%25%

1% to 19% 1% to 19% 40% 40% 50% 50%

20% to 34%20% to 34% 50% 50% 60%60%

35% to 49%35% to 49% 60%60% 70%70%

50% to 74% 50% to 74%

80% 80%

80%80%

75% to 100%75% to 100% 90% 90%

90%90%

If the % of students in your school that qualifies for the National School Lunch Program is…

…and you are in an URBAN area, your discount will be…

…or if you are in a RURAL area, your discount will be…

How is a School’s Rate How is a School’s Rate Determined?Determined?

School’s

Priority 2 Rate (90%)

School’s Priority 1 Rate

(90%)

E-Rate Statistics for MIE-Rate Statistics for MI

2004 Total Funding: $49,978,754.352004 Total Funding: $49,978,754.35

2005 Total Funding: $69,723,591.822005 Total Funding: $69,723,591.82

2006 Total Funding: $44,174,321.092006 Total Funding: $44,174,321.09

Data Accuracy is Data Accuracy is IMPERATIVEIMPERATIVE

Your school/district’s F&RL numbers define Your school/district’s F&RL numbers define your E-Rate discount %your E-Rate discount %

E-Rate uses the state’s National Lunch E-Rate uses the state’s National Lunch program report to verify your schools program report to verify your schools discount and accuracy of your % request discount and accuracy of your % request (Federal TITLE I&II also use this report)(Federal TITLE I&II also use this report)

Tips for making sure your numbers are Tips for making sure your numbers are accurate:accurate:– Create a streamlined P.R. and Collection processCreate a streamlined P.R. and Collection process– Dedicate a staff member to these processesDedicate a staff member to these processes– Consider Sibling searchesConsider Sibling searches– Positively encourage the return of lunch forms Positively encourage the return of lunch forms

(giveaways, rewards)(giveaways, rewards)

Things to AVOID if you are Things to AVOID if you are considering E-Rateconsidering E-Rate

Long Term Contracts with telecom Long Term Contracts with telecom vendors (instead go month to month)vendors (instead go month to month)

Planning construction w/out Planning construction w/out considering E-Rate for telecom considering E-Rate for telecom infrastructureinfrastructure

Assigning cabling/phone/telecom Assigning cabling/phone/telecom vendors w/out competitive bid processvendors w/out competitive bid process

Network hardware acquisitions w/out Network hardware acquisitions w/out competitive bid or state/federal competitive bid or state/federal contract vehiclecontract vehicle

Charter Client ACharter Client A

Profile:Profile: Urban Charter School System in Pittsburgh with 5 school Urban Charter School System in Pittsburgh with 5 school

sites and 1 central admin sites and 1 central admin 80, 87 and 90% F&RL Status across school sites80, 87 and 90% F&RL Status across school sites Total prior E Rate funding $26,000+Total prior E Rate funding $26,000+

Goal:Goal:To create substantial sustainable funding opportunities that will To create substantial sustainable funding opportunities that will

drive the Charter System’s infrastructure build-out and drive the Charter System’s infrastructure build-out and accelerate infusion of new technologies w/corresponding accelerate infusion of new technologies w/corresponding expanded functionalities. expanded functionalities.

2006/2007 Year Total Funding Committed to date:2006/2007 Year Total Funding Committed to date:Priority 1: $115, 831.80+ Priority 1: $115, 831.80+ (Funds committed 4/26/06)(Funds committed 4/26/06)Priority 2: $99,048.76 Priority 2: $99,048.76 (Funds committed 1/23/07)(Funds committed 1/23/07)TOTAL: $214,880.56+TOTAL: $214,880.56+

Charter Client A (cont’d)Charter Client A (cont’d)

Goal:Goal:To create substantial sustainable funding To create substantial sustainable funding

opportunities that will drive the Charter opportunities that will drive the Charter System’s infrastructure build-out and System’s infrastructure build-out and accelerate infusion of new technologies accelerate infusion of new technologies w/corresponding expanded functionalities. w/corresponding expanded functionalities. – Construction of 2 new school sitesConstruction of 2 new school sites

2007/2008 Year Funding Request:2007/2008 Year Funding Request:Priority 1: $186,876.10Priority 1: $186,876.10Priority 2: $257,312.25Priority 2: $257,312.25TOTAL: $444,188.35TOTAL: $444,188.35

Charter Client BCharter Client B

Profile:Profile: Urban Charter High School in Philadelphia with 1 school siteUrban Charter High School in Philadelphia with 1 school site 90% F&RL 90% F&RL Prior E Rate funding $0Prior E Rate funding $0

Goal:Goal:To create substantial sustainable funding opportunities that will To create substantial sustainable funding opportunities that will

drive the Charter school’s infrastructure build-out and drive the Charter school’s infrastructure build-out and accelerate infusion of new technologies w/corresponding accelerate infusion of new technologies w/corresponding expanded functionalities. expanded functionalities.

2007/2008 Funding Request:2007/2008 Funding Request:Priority 1: $77,576.29Priority 1: $77,576.29 Priority 2: $146,980.41Priority 2: $146,980.41TOTAL: $224,556.67TOTAL: $224,556.67

Charter Client CCharter Client C

Profile:Profile: Urban Charter Middle School and High School in Pittsburgh Urban Charter Middle School and High School in Pittsburgh

with 1 school sitewith 1 school site 90% F&RL 90% F&RL Prior E Rate funding $0Prior E Rate funding $0

Goal:Goal:To create substantial sustainable funding opportunities that will To create substantial sustainable funding opportunities that will

drive the Charter school’s infrastructure build-out. Focus on drive the Charter school’s infrastructure build-out. Focus on Priority 1 ONLY.Priority 1 ONLY.

2007/2008 Funding Request:2007/2008 Funding Request:Priority 1: $37,649.12Priority 1: $37,649.12TOTAL: $37,649.12TOTAL: $37,649.12

Planning a WinningPlanning a Winning Strategy Strategy

Identify current infrastructure by site (network equipment, Identify current infrastructure by site (network equipment, servers, computing devices, and cabling and diagrams or servers, computing devices, and cabling and diagrams or documentation if available)documentation if available)

Determine relevancy to current existing Technology Plan and Determine relevancy to current existing Technology Plan and make provisions for alignment to new initiatives for which E make provisions for alignment to new initiatives for which E Rate will be leveraged to acquireRate will be leveraged to acquire

Identify available "FAIR-SHARE" funding requirements and any Identify available "FAIR-SHARE" funding requirements and any other contributing funding/grants that can be multi-leveraged other contributing funding/grants that can be multi-leveraged to accelerate initiative deployment to accelerate initiative deployment

Discuss immediate and long-term District goals (per budgets, Discuss immediate and long-term District goals (per budgets, Curriculum, issues, Tech Plans, and obligations) Curriculum, issues, Tech Plans, and obligations)

Identify site-based project liaisons for inputIdentify site-based project liaisons for input and supportand support

How Can we PartnerHow Can we Partner

Charter School ConsortiaCharter School Consortia Service Partner AgreementsService Partner Agreements Other Ideas?Other Ideas?

Additional InformationAdditional Information

E-RateE-Ratehttp://www.universalservice.org/sl/

THANK YOUTHANK YOU

Intelagent Resources Contact:Intelagent Resources Contact:

Remy BibaudRemy Bibaud

412.563.8043412.563.8043

remy@intelagentresources.comremy@intelagentresources.com