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TOM TORLAKSON State Superintendent of Public Instruction Webinar will start shortly (This will be recorded) Note: The Webinar will be in 2 phases: –Phase.

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Presentation on theme: "TOM TORLAKSON State Superintendent of Public Instruction Webinar will start shortly (This will be recorded) Note: The Webinar will be in 2 phases: –Phase."— Presentation transcript:

1 TOM TORLAKSON State 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.

2 CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 2 TOM TORLAKSON State Superintendent of Public Instruction E-rate for California E-rate for California CALNET 2 AND CALNET 3 UPDATES February 21, 2014

3 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 3 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: Webinar Assumption

4 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 4 1.The role of CA Dept of Ed and State Library 2.CALNET 2 Expiration, Extension – No Waiver 3.Guidance for FY 2013 E-rate Funding Requests 4.Status of CALNET 3 5.Guidance for FY 2014 E-rate Funding Requests 6.E-rate Mini Bid Requirements 7.Q & A Agenda

5 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 5  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 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

6 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 6 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 8.Funding Request Number (“FRN”) Key Terms

7 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 7  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  Extension 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

8 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 8  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

9 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 9  Applicants MUST transition to CALNET 3 as soon as possible if they used State Replacement Contract (“SRC”) process for FY 2013/14 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

10 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 10  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

11 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 11  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  ALL PRICING IS NOW AVAILABLE ON THE STATE’S WEBSITE Award of Category 1 Voice and Data Services CALNET 3 Status

12 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 12 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 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 FY 2014/15. Services Transition (see Grid on next slide) CALNET 2 to CALNET 3

13 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategory CALNET 2 MSA1 POTS/1 MBYESAT&TYES AT&T1.6 CentrexYESAT&TYES AT&T1.6 PBX/DID TrunksYESAT&TYES AT&T1.6 Voic YESAT&TYES AT&T1.6 ISDN BRIYESAT&TYES AT&T1.6 Frame Relay and ATMYESAT&TYES AT&T1.6 Local Calling PlanYESAT&TYES AT&T1.6 ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1 T-1/DS-1YESAT&TYES AT&T,Verizon1.1 T-3/DS-3YESAT&TYES AT&T, Verizon1.1 InternetNOAT&TNO In Process IFB-Bin process Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin process Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin process CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4 CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3

14 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 14 Identify services received under CALNET 2 –Review CALNET 2 ATOs and bills for service –Identify what services can be migrated to CALNET 3 now For C2 services that have not yet been competitively bid by the State, you must follow the standard E-rate competitive bid process, e.g., issue a Form 470, construct a bid evaluation, etc. Visit State’s website for service descriptions, pricing and ATOs: ID services that require an E-rate mini-bid and conduct 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 3 CALNET 2 to CALNET 3 Transition

15 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategory 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 MBYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required CentrexYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required PBX/DID TrunksYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required Voic YESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required ISDN BRIYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required Frame Relay and ATMYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required Local Calling PlanYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED T-1/DS-1YESAT&TYES AT&T,Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED T-3/DS-3YESAT&TYES AT&T, Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED InternetNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin processMUST do own Form 470 CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4If SRC SPIN was used, mini-bid IS REQUIRED CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3If SRC SPIN was used, mini-bid IS REQUIRED

16 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 16 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 mini-bid evaluation process –Download pricing from State’s website or contact all contractors that can provide service for quotes (keep this info for your e-rate records) Multiple Contractors for Service E-rate Mini Bid Requirements

17 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 17 Sample Evaluation Matrix Additional tion.aspx tion.aspx E-rate Mini Bid Requirements

18 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 18 Copy of bid evaluation matrix Copies of vendor’s pricing schedules Copies of quotes and vendor correspondence relating to mini-bid (if applicable) For subcategory 1.6 (Legacy Telecommunications), copy of ATR Bulletin showing only one possible provider ATR13-04.pdf ATR13-04.pdf Copies of executed ATOs Board minutes if contracts are taken for Board approval Documentation of Process E-rate Mini Bid Document Requirements

19 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 19 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 ATOs E-rate FY 2013 Next Steps

20 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 20 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 –ATOs 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

21 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategoryFY 2014 FRNs CALNET 2 MSA1 POTS/1 MBYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required CentrexYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required PBX/DID TrunksYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required Voic YESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required ISDN BRIYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required Frame Relay and ATMYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required Local Calling PlanYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED T-1/DS-1YESAT&TYES AT&T,Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED T-3/DS-3YESAT&TYES AT&T, Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED InternetNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin processMUST do own Form 470 CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4Refer to State Form 470, mini-bid IS REQUIRED CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3Refer to State Form 470, mini-bid IS REQUIRED

22 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 22 Form 470 number is 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

23 TOM TORLAKSON State Superintendent of Public Instruction 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)

24 TOM TORLAKSON State Superintendent of Public Instruction CALNET2 AND CALNET 3 UpdatesI 2014 California Department of Education 24 Join the E-rate list to receive updates about E-rate and CTF programs. Subscribe to CDE E-rate listserv by sending a "blank" message to If you would like to unsubscribe from the E-rate listserv, send a "blank" message to How to join the CDE E-rate listserv

25 TOM TORLAKSON State Superintendent of Public Instruction Join the CALNET 3 listserv To Subscribe to the CTA_CALNET3 list You may leave the list at any time by sending a SIGNOFF CTA_CALNET3 command to: or by sending a blank to:

26 TOM TORLAKSON State Superintendent of Public Instruction Future Form 470 for 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 , but will be available for the E-rate E-rate application year

27 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 27Summary CALNET 2 extension through January 30, 2016 is not valid for E-rate Purposes. –CALNET 2 expired on Jan 30 th, 2014 for E-rate FY 2013 SRC FRNs must follow process as documented on Slide #14 FY 2014 must follow process as documented on Slide #20. Further clarification for E-rate applicants 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 If in doubt, issue your own Form 470, follow E- rate competitive bidding processes, etc.

28 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 28 Additional resources: Go to CDE K12/HSN network website to review Yr. 2014/2015 Training and/or webinar ing_materials.php ing_materials.php SLD

29 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 29 Who to Contact? State Library: Rushton Brandis, (916) CDE/E-rate: Doris Stephen, K-12 HSN/Butte COE: Russ Selken


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