E-Rate Newbie Training PowerPoint
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Transcript E-Rate Newbie Training PowerPoint
Where to Start
The E-rate Process
ESL
RALs
FCDL
Tech
Plan
486
470
BEARs
SPIs
471
Review
Process
Audits
Site Visits
Utiliites
Tools
Find Yourself
On any given day, you will have three funding years to
be worried about. So today you have:
Funding Year 2010 started July 1, 2010 and ended June 30,
2011
Funding year 2011 started July 1, 2011 and will end June
30, 2012
Funding Year 2012 PROCESS starts now, and will end
June 30, 2013
Funding Year 2010
July 1, 2010 - June 30, 2011
Services – have they been installed?
Form 486 – 120 days after FCDL or service start (later
of the two)
BEARs – have they been filed?
For recurring services October 28.
For non-recurring services, that must have been
received by September 30, the deadline is January 28 of
the following year.
Form 500s- have they been filed (turn in unused
funds)?
Funding Year 2011
July 1, 2011 - June 30, 2012
Funded (You have received the FCDL):
Services – have they been installed?
Form 486 – 120 days after FCDL or service start (later of
the two)
Discount on Bill – have you verified your discount?
BEAR – are you paying your bill in full?
Not Funded Yet:
Have you responded to PIA questions?
Where do I go to find myself?
Where?
www.e-ratecentral.com
www.usac.org/sl
http://www.mde.k12.ms.us/management-information-
systems/mississippi-e-rate
Questions about FY2010 or FY2011
Funding Year 2012
July 1, 2012 - June 30, 2013
Are you ready?
You are about to seek an unknown amount of funding
that is going to help your teachers teach.
You are about to become a hero
Know that you are not alone.
st
1
step
- Needs Assessment
Determine your discount rate
Determine what your schools need for Internet Access.
For Telephone Service (POTS).
For Long Distance Service.
For Cell Service.
For LAN Connectivity.
For WAN Connectivity.
nd
2
step- Can you afford it?
Get estimates from local service providers on the cost
of what you think you would need.
Examine your budget or check with your Business
Manager to see if you can afford it.
Check with your Superintendent to see if these
services, and these expenditures, are consistent with
his or her goals.
If not, revisit your needs (and wants).
3rd step – Now I know what I can do
Develop a technology plan that supports what you
want to do, and can afford to do.
Using the guidance offered by SLD and MDE, make
sure your plan covers all of the points.
The technology plan is the first step in the application
process.
th
4
step – Procurement Process
Your tech plan must be written (does not mean
approved) before you file a Form 470.
File a Form 470 which is the basic procurement
process.
After filing a Form 470 you must wait 28 days before
you select your vendor and sign a contract.
Execute the contract.
5th step – Ask USAC for some money
File a Form 471 which lists requests for each category
of service (cell, long distance, POTS, Internet
Access…)
Provide a good description (Item 21 attachments) of
what you plan to purchase and specify where it is
going.
th
6
step - wait
Wait for PIA to call for clarification.
Wait for SLD to issue you a Funding Commitment
Decision Letter (FCDL)
Simple as jello
The Process
What do U want
the technology
to do.
Procuremen
t Process
What do U need
to purchase to
support the tech
plan
PIA
Review
Tech
Plan
470
471
Item 21
AL
RNL
RAL
FCDL
Request
Services
PO
486
Discounts
on Bill
SPI
USAC Pays
U Pay
NDA
Pay in Full
BEAR
USAC Pays SP
SP sends
check
Tech Plan Dos
The plan must be “written” before you file your own
470, or before you file your 471 if you are using ITS
SMCs
“Written” date is in Month/Year
“Written” is determined by when you have the Five
Elements
Goals/strategy for using technology
Professional development strategy
Needs assessment
Sufficient budget
Evaluation process
Tech Plan Dos, continued
Provide sufficient detail to support and validate the
services requested
Cover all 12 months of the funding year
Be approved by a USAC-certified Tech Plan Approver
(MDE) before the 486 is filed or services start,
whichever is sooner
Keep a copy of your Approval Letter with your e-rate
documents
Tech Plan Don’ts
Don’t think that the plan is not important – a weak or
incomplete plan can get you denied
Don’t let a service provider help you write your tech
plan
Don’t neglect any of the Dos
You cannot
Pay for services to any residential home, even the
Super’s
Include ineligible services in your request unless you
perform a cost allocation
Disguise ineligible services as eligible to receive
funding
Accept any type of free service from the vendor unless
it is part of the contract and available to everyone (cell
phone, Blackberries, filtering, firewall)
Accept a gift from a vendor that exceeds $20 per event
or $50 per year
You cannot
Transfer equipment before three years
Ever sell equipment
Receive discounts for duplicative services
Receive discounts for redundant services
Receive discounts for backup/spare services
If you want to succeed
Then you must respond to PIA
Then you must keep up with every little detail of every
funding year
Then you must attend training sessions such as
Roadshows and Roundtables
Then you must be a member of the TC List and the Erate List
Then you must rely on your support
Questions