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TOM TORLAKSONState Superintendent of Public Instruction

Webinar will start shortly(This will be recorded)

• 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.

CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 2


E-rate for CaliforniaCALNET 2 AND

CALNET 3 UPDATESFebruary 12, 2014



• 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.pdfhttp://www.usac.org/sl/applicants/step03/state-replacement-contracts.asphttp://www.usac.org/sl/applicants/step03/state-master-contracts.aspx

Webinar Assumption

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



1. The role of CA Dept of Ed and State Library2. CalNet 2 Expiration, Extension – No

Waiver3. Guidance for FY 2013 E-rate Funding

Requests4. Status of CalNet 35. Guidance for FY 2014 E-rate Funding

Requests6. E-rate Mini Bid Requirements7. Q & A

Agenda



CDE/K-12 HSN & State Library: Have no statutory authority to administer the federal E-

rate 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.

The role of CA Dept of Ed and State Library

General Information about E-rate



1. California Office of Technology Services (“Otech”)

2. CALNET 2 and CALNET 3 contracts3. Master Service Agreement (“MSA”)4. Authorization to Order (“ATO”)5. State Replacement Contract (“SRC”)6. Contractor, Service Provider, Vendor7. E-rate applicant8. Funding Request Number (“FRN”)

Key Terms



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

Only applies to existing services, and NEW services must be ordered off of CALNET 3

CALNET 2 extended through January 30, 2016 – HOWEVER FCC does not see this as a valid extension for E-rate applicants

CALNET 2 Expiration



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 extension does not have a viable use for E-rate purposes

CALNET 2 Extension



Applicant MUST transition to CALNET 3 as soon as possible if it used the State Replacement Contract (“SRC”) process for FY 2013 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

How does this affect applicants for FY 2013?

CALNET 2 Extension



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

How does this affect applicants for FY 2014?

CALNET 2 Extension



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 awardshttp://marketing.dts.ca.gov/calnet3/

ALL PRICING IS NOW AVAILABLE ON THE STATE’S WEBSITE

Award of Category 1 Voice and Data Services

CALNET 3 Status

http://marketing.dts.ca.gov/calnet3/




• 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 has posted an additional form 470

that could add to the available services (Broadband 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.

Services Transition (see Grid on next slide)CALNET 2 to CALNET 3


CALNET 2 CALNET 3

CALNET 2 Services

On CALNET 2 State Form

470?CALNET 2 CARRIER

On CALNET 3

Request for Bid?

On CALNET 3

State Form 470? CALNET 3 CARRIER Subcategory

CALNET 2 MSA1

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

CALNET 2 MSA2

Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4

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



• Identify services received under CALNET 2– Review CALNET 2 ATOs and bills for service– Make a list of services and ID what can be

moved to CALNET 3 now• 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 a 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

Ordering Services under CALNET 3CALNET 2 to CALNET 3 Transition




CALNET 2 CALNET 3

CALNET 2 Services



On CALNET 3

Request for Bid?

On CALNET 3

State Form 470? CALNET 3 CARRIER Subcategory

Comment for FY 2013 State Replacement Contract ("SRC") FRNs using the dummy SPIN starting after expiration of CalNet 2 January

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 YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required

PBX/DID Trunks 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

CALNET 2 MSA2

Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4 If SRC SPIN was used, mini-bid IS REQUIRED

CALNET 2 MSA3


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



• 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 evaluation process

– Download pricing from State’s website or contact all contractors that can provide service for quotes (keep for your e-rate records)

Multiple Contractors for ServiceE-rate Mini Bid Requirements



Sample Evaluation Matrix

E-rate Mini Bid Requirements



• Copy of evaluation matrix• Copies of pricing schedules• Copies of quotes and vendor correspondence

relating to mini-bid (if applicable)• For subcategory 1.6 Legacy

Telecommunications, copy of ATR Bulletin 13-04 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

Documentation of ProcessE-rate Mini Bid Requirements

http://www.dts.ca.gov/pdf/stnd/atrbulletins/2013/ATR13-04.pdf

http://www.dts.ca.gov/pdf/stnd/atrbulletins/2013/ATR13-04.pdf



• 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

Conduct Mini-Bid and Execute ATOsE-rate FY 2013 Next Steps



• 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 – ATO s 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

Converting to CALNET 3

E-rate FY 2014 Next Steps


CALNET 2 CALNET 3

CALNET 2 Services



On CALNET 3

Request for Bid?

On CALNET 3

State Form 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 YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required

PBX/DID Trunks 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

CALNET 2 MSA2

Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4 Refer to State Form 470, mini-bid IS REQUIRED

CALNET 2 MSA3


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



• 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

If using 2013 State Form 470

E-rate FY 2014 FRN Instructions


Important Deadlines• 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)


CALNET2 AND CALNET 3 UpdatesI 2014 California Department of Education 24

• 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

• [email protected] you would like to unsubscribe from the E-rate listserv, send a "blank" message to [email protected].

How to join the CDE E-rate listserv

mailto:[email protected]



Join the CALNET 3 listserv

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: [email protected], or by sending a blank email

• to: [email protected].

http://www.dts.ca.gov/stnd/calnet-III/calnetIII.asp




Future Form 470for State Master Contract

• 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



Conclusion

• CALNET 2 has NOT been extended through January 30, 2016 for E-rate Purposes.– Calnet 2 expires on Jan 30th, 2014 for E-rate

• Further clarification for E-rate applicants is forthcoming 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



Who to Contact?

• State Library: Rushton Brandis, (916) 653-5471

[email protected]• CDE/E-rate: Doris Stephen,

916-324-9943 [email protected]

• K-12 HSN/Butte COE: Russ [email protected]




Documents

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