CALNET 2 to CALNET 3
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Transcript CALNET 2 to CALNET 3
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(This will be recorded)
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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.
TOM TORLAKSON
State Superintendent
of Public Instruction
E-rate for California
CALNET 2 AND
CALNET 3 UPDATES
January 23, 2014
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education
2
Webinar Assumption
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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.pdf
http://www.usac.org/sl/applicants/step03/state-replacement-contracts.asp
http://www.usac.org/sl/applicants/step03/state-master-contracts.aspx
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
3
Agenda
TOM TORLAKSON
State Superintendent
of Public Instruction
1. The role of CA Dept of Ed and State
Library
2. CalNet 2 Expiration and Extension
3. Status of CalNet 3
4. Guidance for FY 2013 E-rate Funding
Requests
5. E-rate Mini Bid Requirements
6. Guidance for FY 2014 E-rate Funding
Requests
7. Q & A
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
4
General Information about E-rate
The role of CA Dept of Ed and State Library
TOM TORLAKSON
State Superintendent
of Public Instruction
CDE/K-12 HSN & State Library:
Have no statutory authority to administer the federal Erate 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.
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
5
Key Terms
TOM TORLAKSON
State Superintendent
of Public Instruction
1. California Office of Technology Services
(“Otech”)
2. CALNET 2 and CALNET 3 contracts
3. Master Service Agreement (“MSA”)
4. Authorization to Order (“ATO”)
5. State Replacement Contract (“SRC”)
6. Contractor, Service Provider, Vendor
7. E-rate applicant
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
6
CALNET 2 Expiration
Hot off the press: CALNET 2 extended
through January 30, 2016
TOM TORLAKSON
State Superintendent
of Public Instruction
Yesterday, the 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 AND CALNET 3 Updates 2013 California Department of Education
7
CALNET 2 Extension
How does this affect applicants for FY 2013
and 2014?
TOM TORLAKSON
State Superintendent
of Public Instruction
To be determined, pending discussions with
the FCC
FCC Waiver for contract extension may be
required to allow for continued filing under
CALNET 2 with the 2005 State Form 470
Applicant may have option to remain on
CALNET 2 or transition to CALNET 3
Additional guidance for both scenarios
coming in February
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
8
CALNET 3 Status
Award of Category 1 Voice and Data Services
TOM TORLAKSON
State Superintendent
of Public Instruction
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 awards
http://marketing.dts.ca.gov/calnet3/
Not all pricing for all subcategories is currently
available on the State’s website, but is being
updated regularly
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
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CALNET 3 Status
Subcategories and Awarded Contractors
TOM TORLAKSON
State Superintendent
of Public Instruction
Subcategory 1.1 - Dedicated Transport Contractors: AT&T,
Verizon
Subcategory 1.2 - Multiprotocol Label Switching (MPLS),
Virtual Private Networking (VPN) and Converged Voice over
Internet Protocol (VoIP) Telephony Contractors: AT&T,
Integra, Jive, NWN, Verizon
Subcategory 1.3 - Standalone VoIP Telephony Contractors:
AT&T, Integra, Jive, Verizon
Subcategory 1.4 - Long Distance Calling Contractors:
AT&T, CenturyLink
Subcategory 1.5 - Toll Free Voice Calling Contractors:
AT&T, CenturyLink, Verizon
Subcategory 1.6 - Legacy Telecommunications Contractor:
AT&T
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
10
CALNET 2 to CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
Services Transition (see Grid on next slide)
• 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 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.
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
11
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
470?
CALNET 3 CARRIER
Subcategory
CALNET 2 MSA1
TOM TORLAKSON
State Superintendent
of Public Instruction
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
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
YES
AT&T, Integra, Jive,
Verizon and NWN for
converged VoIP only
1.2 and 1.3
CALNET 2 MSA2
Long Distance
CALNET 2 MSA3
Hosted IP Telephony (VoIP)
NO
Verizon
YES
CALNET 2 to CALNET 3 Transition
Ordering Services under CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
13
CALNET 3 E-rate FY 2013 Implications
State Replacement Contract (“SRC”)
TOM TORLAKSON
State Superintendent
of Public Instruction
• Applicants filed funding requests for services
starting January 30, 2014 referencing the State’s
Form 470 # 335470001069064 and the SRC
Dummy SPIN # 143999999
• How do you know if this applies to you? Review
Forms 471 filed for FY 2013
• Following slides show example SRC Form 471
Block 5 funding requests
– MSA 1 (local voice and data)
– MSA 2 (long distance)
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
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Example #1 Block 5 FRN #2 Local
Voice and Data
CALNET 3 FRN services from January 30, 2014
through June 30, 2014
TOM TORLAKSON
State Superintendent
of Public Instruction
FRN: 2432418
10. Original FRN:
11. Category of Service: Telecommunications Service
12. 470 Application Number: 335470001069064
13. SPIN: 143999999
14. Service Provider Name: State Replacement Contract
15a. Non-Contracted tariffed/Month to Month Service:
15b. Contract Number: SRCCalNet 2
15c. Covered under State Master Contract: Y
15d. FRN from Previous Year:
16a. Billing Account Number:
16b. Multiple Billing Account Numbers?:
17. Allowable Contract Date: 01/07/2013
18. Contract Award Date: 01/30/2014
19. Service Start Date: 01/30/2014
20a. Service End Date:
20b. Contract Expiration Date: 06/30/2014
21. Attachment #: ButteCOE471Y16attcalnet3
22. Block 4 Worksheet No.: 1529460
23a. Monthly Charges: $7,622.20
23b. Ineligible monthly amt.: $.00
23c. Eligible monthly amt.: $7,622.20
23d. Number of months of service: 6
23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $45,733.20
23f. Annual non-recurring (one-time) charges: $.00
23g. Ineligible non-recurring amt.: $.00
23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $0.00
23i. Total program year pre-discount amount ( 23e + 23h): $45,733.20
23j. % discount (from Block 4): 82
23k. Funding Commitment Request ( 23i x 23j): $37,501.22
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
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Example #1 Block 5 FRN #4 Long
Distance
CALNET 3 FRN services from January 30, 2014
through June 30, 2014
TOM TORLAKSON
State Superintendent
of Public Instruction
FRN: 2432422
10. Original FRN:
11. Category of Service: Telecommunications Service
12. 470 Application Number: 335470001069064
13. SPIN: 143999999
14. Service Provider Name: State Replacement Contract
15a. Non-Contracted tariffed/Month to Month Service:
15b. Contract Number: SRCCalNet 2
15c. Covered under State Master Contract: Y
15d. FRN from Previous Year:
16a. Billing Account Number:
16b. Multiple Billing Account Numbers?:
17. Allowable Contract Date: 01/07/2013
18. Contract Award Date: 01/30/2014
19. Service Start Date: 01/30/2014
20a. Service End Date:
20b. Contract Expiration Date: 06/30/2014
21. Attachment #: ButteCOE471Y16ldcalnet3
22. Block 4 Worksheet No.: 1529460
23a. Monthly Charges: $842.26
23b. Ineligible monthly amt.: $.00
23c. Eligible monthly amt.: $842.26
23d. Number of months of service: 6
23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $5,053.56
23f. Annual non-recurring (one-time) charges: $.00
23g. Ineligible non-recurring amt.: $.00
23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $0.00
23i. Total program year pre-discount amount ( 23e + 23h): $5,053.56
23j. % discount (from Block 4): 82
23k. Funding Commitment Request ( 23i x 23j): $4,143.92
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
16
E-rate FY 2013 Implications
Option 1: Continue on CALNET 2
TOM TORLAKSON
State Superintendent
of Public Instruction
• Further guidance forthcoming pending discussions
with FCC
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
17
E-rate FY 2013 Implications
Option 2: Transition to CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
• For SRC FY 2013 funding requests, an E-rate
compliant mini-bid is required for SOME services
in order to award an ATO under CALNET 3
– Services must have been listed under the
State’s Form 470 (see grid on following slide)
– Mini-bid is required for subcategories with more
than one possible provider
– For subcategory 1.6 Legacy
Telecommunications, only one provider and no
mini-bid is required
• Until ATOs for new services are signed, no
changes to pending 2013 funding requests can be
made, further guidance forthcoming
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
18
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
470?
CALNET 3 CARRIER
Comment for FY 2013 for State Replacement
Contract ("SRC") FRNs using the dummy SPIN
starting after expiration of CalNet 2 January
Subcategory
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
TOM TORLAKSON
State SuperintendentPBX/DID Trunks
YES
AT&T
YES
YES
AT&T
1.6
If SRC SPIN was used no mini-bid is required
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
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
If SRC SPIN was used, mini-bid IS REQUIRED
YES
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
of Public Instruction
CALNET 2 MSA2
Long Distance
CALNET 2 MSA3
Hosted IP Telephony (VoIP)
NO
Verizon
YES
Contracts
State Master Contracts
• Only applies to state agencies, state procurement
• Multiple winners always require vendor selection justification
• If multiple vendors can provide the services to you, then you
must conduct a mini-bid based on FCC rules.
– Do not need to file another Form 470
– But comply with all FCC Rules regarding vendor
selection (i.e., most cost effective, price must be
primary, cost-effectiveness)
• Contract Award Date = Date you decided to purchase off State
Contract. For CA = date of ATO execution
– Memorialize your decision to purchase off a State Contract
in an email to yourself or the file.
Program Compliance I 2010 Schools & Libraries Fall Applicant Trainings
20
E-rate Mini Bid Requirements
TOM TORLAKSON
State Superintendent
of Public Instruction
Multiple Contractors for Service
• 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 – NO
EXCEPTIONS
– 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
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
21
E-rate Mini Bid Requirements
Sample Evaluation Matrix
TOM TORLAKSON
State Superintendent
of Public Instruction
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
22
E-rate Mini Bid Requirements
Documentation of Process
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
23
E-rate FY 2014 Implications
Converting to CALNET 3
TOM TORLAKSON
State Superintendent
of Public Instruction
• Same guidance for using State Form 470 and
mini-bid applies (see grid on following slide)
• ATOs MUST be executed prior to filing of Form
471 and March 26 deadline by all three parties
(applicant, provider, and state)
• For services NOT covered under the State Form
470, applicant must file its own Form 470
– Currently these services are NOT covered by
CALNET 3 at all and applicant will sign its own
contract for service
• Create a timeline NOW and start data gathering
for mini-bid process
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
24
CALNET 2
On
CALNET 2
State Form
CALNET 2 Services
470?
CALNET 3
On
On
CALNET 3 CALNET 3
CALNET 2 Request for State Form
CARRIER
Bid?
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
TOM TORLAKSON
State Superintendent
PBX/DID Trunks
of Public Instruction
YES
AT&T
YES
YES
AT&T
1.6
Refer to State Form 470, no mini-bid is required
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
YES
AT&T
YES
YES
AT&T, CenturyLink
1.4
Refer to State Form 470, mini-bid IS REQUIRED
CALNET 2 MSA2
Long Distance
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
Refer to State Form 470, mini-bid IS REQUIRED
Important Deadlines
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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:
• ASAP!
• LAST DAY TO POST Form 470 (February
26, 2014)
• Form 471 application deadline is 8:59 PM
March 26, 2014
How to join the CDE E-rate listserv
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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].
If you would like to unsubscribe from the
E-rate listserv, send a "blank" message to
[email protected].
CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education
27
Join the CALNET 3 listserv
TOM TORLAKSON
State Superintendent
of Public Instruction
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].
Future Form 470
for State Master Contract
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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
TOM TORLAKSON
State Superintendent
of Public Instruction
• CALNET 3 transition is not ready
• CALNET 2 has been extended through
January 30, 2016
• Further clarification for E-rate applicants is
forthcoming
• Action Items:
– CALNET 2 waiver with FCC – CDE/K12 HSN
– CALNET 3 pricing for mini-bid and process for
signing ATOs – applicant and service provider
when pricing is available
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
30
Who to Contact?
TOM TORLAKSON
State Superintendent
of Public Instruction
• 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 Selken
530-532-5678
[email protected]
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education
31