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What is E-Rate?
• Federal program administered by the FCC and Administered by the Universal Service Administration Company (USAC) and the Schools and Libraries Division (SLD)
• Fund comes from taxes levied on telecommunication services
• Intended to ensure that schools/libraries have access to affordable telecommunications by providing discounts on telecommunications, Internet Access, and Internal connections.
Funding to support technology
• District Budget -Maintenance and Operations • E-Rate• Building Renewal• Bond• Other• Technology override• Grants
Historical Context
• 1998 - First year for E-Rate• 1998/99 – 2002/03 - Successful E-Rate
applications submitted by TUSD TTS
• 2003/04- 2006/07 - Unsuccessful E-Rate applications submitted by TUSD TTS• 2006/07 – AG investigation
Historical Context• 2007/08 – TUSD process for E-Rate applications revised
• Office of Resource Development Coordinates E-RATE process• Use of E-Rate Consultant to ensure a compliant process and application• Use of multi-department team: Purchasing, Curriculum, Facilities, TTS• Development of Technology Infrastructure Plan as part of broader
Educational Based Technology Plan• Survey of Teachers, students, parents, community 3000+ responses
• Identified needs and desired outcomes
• Gap Analysis between what we have and what we want
• Plan for bridging the gap
• Proposed infrastructure standards for classrooms and schools
• Governing Board approved Standards for Infrastructure August 2007• E-Rate application is aligned to approved Infrastructure Standards
Historical Context
• 2007/08 - Application in Final Review
• 2008/09 - Application in Initial Review*• Applications can go in and out of Initial Review at anytime
before a funding commitment decision letter is issued
• 2009/2010 – Application in Initial Review
Who does E-Rate fund?
• K-12 schools and school districts – defined as an elementary or secondary school under NCLB
• Libraries- eligible under LSTA
What does E-Rate fund?
• Priority 1 – (funded first)
• Telecommunications Services• Telephone, cell phones, long distance, WAN
• Internet Access
• Priority 2 – (funded with neediest applicants first)
• Internal Connections• Equipment and wiring necessary to receive services in
the classrooms and rooms in libraries – published list of eligible items
• Basic Maintenance of Internal Connections• Necessary for continued operations of eligible internal
connection components
How much does E-Rate fund?
E-Rate provides discounts on eligible services or equipment based on percentage of student eligible for free or reduced lunch under NSLP
• District wide services (Priority 1) – discount is generally based on weighted student FRE count for the district• TUSD – Discount for 2009-2010 application 76%
E-Rate Discount• 75% - 100% of students FRE
• 48 TUSD schools
• 50%-74% of students eligible for FRE• 42 TUSD schools
• 35% -49% of students eligible for FRE• 9 TUSD schools
• 20% -34% of students eligible for FRE• 11 TUSD schools
• 1% -19% of students eligible for FRE• 5 TUSD schools
• 90% Discount
• 80% Discount
• 60% Discount
• 50% Discount
• 25% Discount
How much does E-Rate fund?
• Priority 2 – Internal connections• Discount is based on where the equipment is
located• If located at a school with a 90% discount – the cost of
the equipment is 90% discounted• If located at district level, discount is district weighted
discount (76%)
• Highly unlikely that Internal connections are funded below the 90% level
E-Rate application process
• Create Technology Plan • Must be approved by a USAC certified approver (ADE)
• Request Services• Form 470 – Either district files or state if using SMC• RFP - Special FCC rules –more restrictive than AZ
• Competitive Bidding• Choose/Contract for Services (From 471)• FCC rules about how bid evaluation is conducted
• Application development & Funding Commitments• Governing Board must commit applicant share and
necessary but ineligible costs
E-Rate application process
• Funding Commitment Decision Letter (FCDL)• Approved for funding• Denied • Appeal
• Start services
• Invoice USAC
E-Rate Planning
• Tentative Plan for Year 13 (2010/11)• Sept – Planning with E-RATE Team• Updates for Infrastructure Plan• File 470s – RFPs for necessary services
• Oct – Complete competitive bidding• Nov – Presentation to Governing Board on
recommendations• Dec - Presentation to Governing Board to approve
bids, contracts and request commitment of applicant share and necessary but not eligible funding; Begin filing process
• January – Complete applicationsEnd of Jan/early Feb - Close of filing window
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