webinar will start shortly (this will be recorded)

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.

CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 2


E-rate for CaliforniaCALNET 2 AND

CALNET 3 UPDATESJanuary 23,2013



• 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 CALNET2 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



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



CALNET 2(Background)



CALNET 2 – Is your School or Library currently on CALNET 2 contract?

– Did you reference CALNET 2 as your contract on any of your current year Forms 471?

– Did you enter 1/29/2014 as your contract expiration date on any of your current Year Forms 471?

– Did you cite Form 470 # 267290000544188 as your originating Form 470 on any of your current year Forms 471?

– Does your AT&T/Verizon bill display “CALNET 2” on any of your bills?

• If you answer yes to any of the above, you are most certainly on CALNET 2 for some or all of your services. Even if you don’t answer yes to all of the above, you may still be receiving services via the CALNET 2 contract.



CALNET 2 – If your School or Library is currently on CALNET 2 contract, then:• Follow CDE guidance provided via email dated

9/18/2012, excerpted here:• “….two possible strategies to consider:

–…Each district and library posts its own Form 470 and conducts a competitive bidding process compliant with state and federal rules….

–OR, Use the state Form 470 that will be posted and follow the guidelines set forth by USAC for a State Replacement Contract…”



Potential CALNET 2 Example #1:• First one is very straightforward and all the

“clues” are in place*:– “ABC” SCH DIST, Form 471 #XXX, Block 5(s)

cites State Form 470 # 267290000544188, customer cites CALNET 2 in the contract # and the applicant cites contract expiration date as 1/29/2014.

– All the indicators are for this applicant that they are on CALNET 2 contract just by what was entered on the current Year Form 471.

*UNLESS… THE CURRENT YR Form 471, Block 5 was submitted incorrectly.



Potential CALNET 2 Example #2:• “CDE” SCH DIST, Form 471 #XXX, Block

5, shows 1/29/2014 as the contract expiration date, but there’s no specific reference to it being for CALNET 2.

• Also, this applicant did not reference the State Form 470; they referenced their own Form 470.

• More than likely this applicant is on CALNET 2 contract, just by what was entered in the Block 5 as the Contract Expiration Date



Potential CALNET 2 Example #3:

• “FGH” UNIFIED SCHOOL DIST, Form 471 # XXX, cites their own Form 470 (not the State), they cite CALNET 2 as their contract in Question #15B, but they indicate that their contract expires 09/29/2014.

• Somewhat likely this applicant is on CALNET 2 contract, since CALNET 2 was entered in the contract # in Question #15B.



Expiration falls mid-way through E-rate Funding Year 2013

No extensions will occur Applicants need to plan for services from

January 30, 2014 – June 30, 2014 (at a minimum)

MSAs 1 and 2 AT&T services (landline services and long distance)

MSAs 3 and 4 Verizon services (VoIP)

CALNET 2 expires January 29, 2014

CALNET 2 Expiration


Examples of

Services on

CALNET 2

CALNET 2

CALNET 2 Services

On CALNET 2 State Form

470?CALNET 2 CARRIER

CALNET 2 MSA1

POTS/1 MB/Centrex/PBX/DID Trunks YES AT&T

Voicemail YES AT&T

ISDN BRI/ISDN PRI/DID YES AT&T

T-1/DS-3 YES AT&T

Frame Relay and ATM YES AT&T

Local Calling Plan YES AT&T

Internet NO AT&TEthernet Metropolitan

Area Network NO AT&TSynchronous Optical

Network (SONET) NO AT&T

CALNET 2 MSA2

Long Distance YES AT&T

CALNET 2 MSA3 Hosted IP Telephony

(VoIP) NO Verizon



E-Rate for CaliforniaCALNET 3 Status



California Office of Technology Services (OTech) posted a State Form 470 prior to close of window, but contract(s) will be awarded AFTER the close of the Yr 2013/14 E-rate Form 471 filing deadline.

Applicants who have filed funding requests under CALNET 2 may continue do so for FY 2013 for the time frame of July 1, 2013 to January 29, 2014 ONLY Reference State Form 470 for CALNET 2 (for

appropriate services discussed later) OR Reference own Form 470 for CALNET 2

CALNET 3 will not be awarded before close of E-rate Form 471 application window

CALNET 3 Status



As noted on previous slide, California Office of Technology Services (OTech) posted a State Form 470, but contract(s) will be awarded AFTER the close of the Yr 2013/14 E-rate Form 471 filing deadline.

Applicants may use two strategies addressing services starting after January 29, 2014: Option 1: Use State Master Contract Replacement

SPIN as a placeholder and reference newly posted State Form 470

Option 2: Conduct your own Form 470/bidding processes

Note that Option 2 may be REQUIRED for certain types of services (Not All Telecomm Services were on the current state Form 470)

Filing for Services AFTER January 29, 2014CALNET 3 Status



Applicant will file at least two funding requests on Form 471 in FY 2013 (perhaps more)

1.Applicant will file one or more funding requests under CALNET 2 from July 1, 2013 through January 29, 2014 Review contracts/MSAs to determine number of FRNs

2.Applicant will file a placeholder funding request on Form 471 to cover January 30 – June 30, 2014, referencing State Form 470 335470001069064– SMC SPIN 143999999 will be referenced for this

period – Each CALNET 2 FRN will be replaced by a CALNET 3

FRN on a one-to-one basis

Applicants may use SMC SPIN for period between January 30 – June 30, 2014

Option 1: CALNET 3 State Master Contract Replacement (“SMC”)



Applicant must have been receiving services from CALNET 2

http://www.usac.org/sl/applicants/step03/state-replacement-contracts.aspx “Conditions That Apply to Both Scenarios”

Services on SMC funding request MUST be covered by the new CALNET 3 State Form 470 AND old CALNET 2 State Form 470 See grid of services later in presentation for services

Both the funding requests for CALNET 2 and the SMC MUST be filed on the same Form 471 SMC SPIN 143999999 only available 1 week before window

closes• Applicant MUST accept services from the awarded service

provider(s) under CALNET 3• Rates on SMC FRN cannot exceed CALNET 2 rates• BEST PRACTICE is to file separate Form 471 for CALNET 2/3

Rules for using SMC SPIN


http://www.usac.org/sl/applicants/step03/state-replacement-contracts.aspx

http://www.usac.org/sl/applicants/step03/state-replacement-contracts.aspx



Depending on number of service provider(s) awarded under CALNET 3 for each type of service, a mini bid may be required One service provider = One contract signed and

SMC SPIN changed to awarded service provider SPIN during PIA or via RAL

Multiple service providers = a mini bid would be required, compliant with FCC rules. SMC SPIN changed to awarded service provider SPIN during PIA or via RAL

More guidance will become available upon the award of CALNET 3

After Award of CALNET 3




1. Applicant will file at least two funding requests on Form 471 in FY 2013

2. Applicant will file a funding request under CALNET 2 from July 1, 2013 through January 29, 2014

Applicant posts its own Form 470 and conducts a competitive bidding process compliant with state and federal rules for Telecommunications Services and Internet Access for services between January and June 2014 (at a minimum)

Second funding request will be based upon awarded service provider resulting from the state’s competitive bidding process

Applicants must file Form 470 for services January 30, 2014 – June 30, 2014

Option 2: Applicant Conducts its Own Form 470/Bidding Process


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

• Option 1…OR Option 2• BY NO LATER THAN:

• ASAP!• LAST DAY TO POST Form 470 (February

14, 2013) • Otherwise, you will not be eligible to receive

E-rate for 5 months of upcoming YR 2013/2014

• Form 471 application deadline is 8:59 PM March 14, 2013



• Please note that all grid information uses the most recent details available at the time of this presentation, Jan. 23, 2013.

• The State may post an additional form 470 that could add to the available 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.

Grid Information Clarification

Grid Information


CALNET 2 CALNET 3

CALNET 2 Services


470?CALNET 2 CARRIER

On CALNET 3 Request for

Bid?


470?CALNET 3 CARRIER Comment

CALNET 2 MSA1

POTS/1 MB/Centrex/PBX/DID Trunks YES AT&T YES YES unknown

Can use SMC process or own Form 470 for services starting January 30, 2014

ISDN BRI/ISDN PRI/DID YES AT&T YES YES unknownCan use SMC process or own Form 470 for services starting January 30, 2014

T-1/DS-3 YES AT&T YES YES unknownCan use SMC process or own Form 470 for services starting January 30, 2014

Frame Relay and ATM YES AT&T YES YES unknownCan use SMC process or own Form 470 for services starting January 30, 2014

Local Calling Plan YES AT&T YES YES unknownCan use SMC process or own Form 470 for services starting January 30, 2014

Internet NO AT&T NO NO unknownMUST do own Form 470 for services

starting January 30, 2014

Ethernet Metropolitan Area Network NO AT&T NO NO unknown

MUST do own Form 470 for services starting January 30, 2014

Synchronous Optical Network (SONET) NO AT&T NO NO unknown


CALNET 2 MSA2

Long Distance YES AT&T YES YES unknownCan use SMC process or own Form 470 for services starting January 30, 2014

CALNET 2 MSA3

Hosted IP Telephony (VoIP) NO Verizon YES YES unknown




Example #1 Using SMC Alone• On FY 2012 Form 471 applicant cites State

Form 470 # 267290000544188, cites CALNET 2 in the contract # and the applicant cites contract expiration date as 1/29/2014

• Applicant typically files two funding requests – one for local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2

• Applicant wishes to use SMC for services after 01/30/2014 through 06/30/2014



Example #1 Using SMC Alone• Applicant files four (4) funding requests on FY

2013 Form 471:1. Local Services MSA 1 under CALNET 2 and State

Form 470 267290000544188 for 07/01/2013 through 01/29/2014

2. Local Services SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014

3. Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014

4. Long Distance SMC under CALNET 3 and State Form 470 335470001069064 for 01/30/2014 through 06/30/2014

• Monthly recurring charges must be based on CALNET 2 rates


Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS CALNET 2 CALNET 3

Service Dates July 1, 2013 - January 29, 2014 January 30 2014 - June 30, 2014

CALNET 2 ServicesCALNET 2

State Form 470CALNET 2

SPINCALNET 2

SPIN NAME


Bid?CALNET 3 State Form

470 SMC SPIN Contract #Contract

Award DateService Start

Date

Contract Expiration

Date

CALNET 2 MSA1

POTS/1 MB/Centrex/PBX/DID Trunks/ISDN

BRI/ISDN PRI/DID/T-1/DS-3/Frame

Relay* and ATM/Local Calling Plan

267290000544188 143002665 PACIFIC BELL YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014

Internet* NOT LISTED 143035651 PACIFIC BELL NO Use OWN Form 470 per new contract

per new contract

per new contract 01/30/2014 per new

contract

Ethernet Metropolitan Area Network NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new

contractper new contract


contract

Synchronous Optical Network (SONET) NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new



contract

CALNET 2 MSA2

Long Distance 267290000544188 143001192 AT&T CORP YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014

CALNET 2 MSA3

Hosted IP Telephony (VoIP) NOT LISTED 143001197 VERIZON

GLOBAL YES Use OWN Form 470 per new contract

per new contract


contract

*Note that some Frame Relay services fall under SPIN 143035645; and some Internet services fall under SPIN 143001192. Ask your AT&T representative for further guidance and AT&T SPIN.



Example #2 Using SMC and Own Form 470

• As in Example #1 applicant references the CALNET 2 Form 470 for local and long distance – Applicant typically files two funding requests – one for

local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2

– Applicant wishes to use SMC for these services after 01/30/2014 through 06/30/2014

• Applicant also has Internet access under CALNET 2. However, Internet Access was not listed on the State Form 470 either for CALNET 2 OR CALNET 3– Prior to FY 2013, applicant referenced its own Form 470

and plans on filing a NEW Form 470 for services starting 01/30/2014



Example #2 Using SMC and Own Form 470• Applicant files six (6) funding requests on FY

2013 Form 471:1. Local Services MSA 1 under CALNET 2 and State Form

470 267290000544188 for 07/01/2013 through 01/29/2014 2. Local Services SMC under CALNET 3 and State Form 470

335470001069064 for 01/30/2014 through 06/30/20143. Long Distance MSA 2 under CALNET 2 and State Form

470 267290000544188 for 07/01/2013 through 01/29/2014 4. Long Distance SMC under CALNET 3 and State Form 470

335470001069064 for 01/30/2014 through 06/30/20145. Internet Access under CALNET 2 and APPLICANT’s own

Form 470 from previous years (when original contract was awarded) for 07/01/2013 through 01/29/2014

6. Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)


Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS CALNET 2 CALNET 3

Service Dates July 1, 2013 - January 29, 2014 January 30 2014 - June 30, 2014

CALNET 2 ServicesCALNET 2

State Form 470CALNET 2

SPINCALNET 2

SPIN NAME


Bid?CALNET 3 State Form

470 SMC SPIN Contract #Contract

Award DateService Start

Date

Contract Expiration

Date

CALNET 2 MSA1

POTS/1 MB/Centrex/PBX/DID Trunks/ISDN

BRI/ISDN PRI/DID/T-1/DS-3/Frame

Relay* and ATM/Local Calling Plan

267290000544188 143002665 PACIFIC BELL YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014

Internet* NOT LISTED 143035651 PACIFIC BELL NO Use OWN Form 470 per new contract

per new contract


contract

Ethernet Metropolitan Area Network NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new



contract

Synchronous Optical Network (SONET) NOT LISTED 143002665 PACIFIC BELL NO Use OWN Form 470 per new



contract

CALNET 2 MSA2

Long Distance 267290000544188 143001192 AT&T CORP YES 335470001069064 143999999 SMC-CALNET 2 01/30/2014 01/30/2014 06/30/2014

CALNET 2 MSA3

Hosted IP Telephony (VoIP) NOT LISTED 143001197 VERIZON

GLOBAL YES Use OWN Form 470 per new contract

per new contract


contract

*Note that some Frame Relay services fall under SPIN 143035645; and some Internet services fall under SPIN 143001192. Ask your AT&T representative for further guidance and AT&T SPIN.



Example #3 Using Own Form 470• As in Examples #1 & #2 applicant references the

CALNET 2 Form 470 for local and long distance – Applicant typically files two funding requests – one for

local phone services under CALNET 2 MSA 1 and one for long distance phone services under CALNET 2 MSA 2

– Applicant DOES NOT wish to use SMC for these services after 01/30/2014 through 06/30/2014

• Applicant also has Internet access under CALNET 2. However, Internet Access was not listed on the State Form 470 either for CALNET 2 OR CALNET 3– Prior to FY 2013, applicant referenced its own Form 470

for services expiring 01/29/2014• Applicant wishes to post its own Form 470 for ALL

services starting 01/30/2014



Example #3 Using Own Form 470• Applicant files six (6) – or more - funding

requests on FY 2013 Form 471:1. Local Services MSA 1 under CALNET 2 and State Form

470 267290000544188 for 07/01/2013 through 01/29/2014 2. Local Services under APPLICANT’s NEW Form 470

resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

3. Long Distance MSA 2 under CALNET 2 and State Form 470 267290000544188 for 07/01/2013 through 01/29/2014

4. Long Distance under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

5. Internet Access under CALNET 2 and APPLICANT’s own Form 470 from previous years (when original contract was awarded) for 07/01/2013 through 01/29/2014

6. Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)



• 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 may be an additional form 470(s) for State Master Contract posted AFTER the Window closes– This form 470/services will not be

available for the E-rate application window of 2013-2014, but will be available for the E-rate 2014-2015 E-rate application year



Who to Contact?• State Library: Rushton Brandis,

(916) 653-5471 [email protected]

• CDE/E-rate: Larry Hiuga, (916) [email protected]

• CDE/EETT: Tech Plans: Doris Stephen, 916-324-9943 [email protected]

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





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Documents

state calnet

state form

erate calnet2

hsn state library

current year forms

erate approval

contract expiration

federal erate programmay