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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 2013 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 12, 2013

3 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 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 2013 California Department of Education 4  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

5 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 5  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

6 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 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

7 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 7  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, 2014 CALNET 3 Status

8 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 8  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 –SMC SPIN 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”)

9 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 9  Applicant must have been receiving services from CALNET 2 contracts.aspxhttp://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 available NOW – don’t wait to file! 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 Option 1: CALNET 3 State Master Contract Replacement (“SMC”)

10 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 10 1.Applicant will file at least two funding requests on Form 471 in FY 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

11 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 11 Please note that all grid information uses the most recent details available at the time of this presentation, Feb. 12, 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

12 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 CARRIERComment CALNET 2 MSA1 POTS/1 MB/Centrex/ PBX/DID TrunksYESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 ISDN BRI/ISDN PRI/DIDYESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 T-1/DS-3YESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 Frame Relay and ATMYESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 Local Calling PlanYESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 InternetNOAT&TNO unknown MUST do own Form 470 for services starting January 30, 2014 Ethernet Metropolitan Area NetworkNOAT&TNO unknown MUST do own Form 470 for services starting January 30, 2014 Synchronous Optical Network (SONET)NOAT&TNO unknown MUST do own Form 470 for services starting January 30, 2014 CALNET 2 MSA2 Long DistanceYESAT&TYES unknown Can use SMC process or own Form 470 for services starting January 30, 2014 CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES unknown MUST do own Form 470 for services starting January 30, 2014

13 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 13 Example #1 Using SMC Alone On FY 2012 Form 471 applicant cites State Form 470 # , 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 AT&T local phone services under CALNET 2 MSA 1 and one for AT&T long distance phone services under CALNET 2 MSA 2 Applicant wishes to use SMC replacement SPIN for services after 01/30/2014 through 06/30/2014 Applicant uses CALNET 3 State Form 470 # for 01/30/2014 through 06/30/2014

14 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 14 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 for 07/01/2013 through 01/29/ Local Services SMC under CALNET 3 and State Form for 01/30/2014 through 06/30/ Long Distance MSA 2 under CALNET 2 and State Form for 07/01/2013 through 01/29/ Long Distance SMC under CALNET 3 and State Form for 01/30/2014 through 06/30/2014 Monthly recurring charges must be based on CALNET 2 rates

15 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 15 Example #1 Block 5 FRN #1 Local Voice and Data FRN: Original FRN: 11. Category of Service: Telecommunications Service Application Number: SPIN: Service Provider Name: Pacific Bell Telephone Company 15a. Non-Contracted tariffed/Month to Month Service:15b. Contract Number: CalNet 2 15c. Covered under State Master Contract: Y15d. FRN from Previous Year: a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 10/13/ Contract Award Date: 01/09/ Service Start Date: 07/01/201320a. Service End Date: 20b. Contract Expiration Date: 01/29/ Attachment #: ButteCOE471Y16att22. Block 4 Worksheet No.: a. Monthly Charges: $7, b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $7, d. Number of months of service: 7 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $53, f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $ i. Total program year pre-discount amount ( 23e + 23h): $53, j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $43, CALNET 2 FRN services from July 1, 2013 through January 29, 2014

16 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 16 Example #1 Block 5 FRN #2 Local Voice and Data CALNET 3 FRN services from January 30, 2014 through June 30, 2014 FRN: Original FRN: 11. Category of Service: Telecommunications Service Application Number: SPIN: 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: Y15d. FRN from Previous Year: 16a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 01/07/ Contract Award Date: 01/30/ Service Start Date: 01/30/201420a. Service End Date: 20b. Contract Expiration Date: 06/30/ Attachment #: ButteCOE471Y16attcalnet322. Block 4 Worksheet No.: a. Monthly Charges: $7, b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $7, d. Number of months of service: 6 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $45, f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $ i. Total program year pre-discount amount ( 23e + 23h): $45, j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $37,501.22

17 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 17 Example #1 Block 5 FRN #3 Long Distance CALNET 2 FRN services from July 1, 2013 through January 29, 2014 FRN: Original FRN: 11. Category of Service: Telecommunications Service Application Number: SPIN: Service Provider Name: AT&T Corp. 15a. Non-Contracted tariffed/Month to Month Service:15b. Contract Number: CalNet 2 15c. Covered under State Master Contract: Y15d. FRN from Previous Year: a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 10/13/ Contract Award Date: 01/09/ Service Start Date: 07/01/201320a. Service End Date: 20b. Contract Expiration Date: 01/29/ Attachment #: ButteCOE471Y16attld22. Block 4 Worksheet No.: a. Monthly Charges: $ b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $ d. Number of months of service: 7 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $5, f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $ i. Total program year pre-discount amount ( 23e + 23h): $5, j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $4,834.57

18 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 18 Example #1 Block 5 FRN #4 Long Distance CALNET 3 FRN services from January 30, 2014 through June 30, 2014 FRN: Original FRN: 11. Category of Service: Telecommunications Service Application Number: SPIN: 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: Y15d. FRN from Previous Year: 16a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 01/07/ Contract Award Date: 01/30/ Service Start Date: 01/30/201420a. Service End Date: 20b. Contract Expiration Date: 06/30/ Attachment #: ButteCOE471Y16ldcalnet322. Block 4 Worksheet No.: a. Monthly Charges: $ b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $ d. Number of months of service: 6 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $5, f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $ i. Total program year pre-discount amount ( 23e + 23h): $5, j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $4,143.92

19 TOM TORLAKSON State Superintendent of Public Instruction Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS CALNET 2CALNET 3 Service DatesJuly 1, January 29, 2014January June 30, 2014 CALNET 2 Services CALNET 2 State Form 470 CALNET 2 SPIN CALNET 2 SPIN NAME On CALNET 3 Request for Bid? CALNET 3 State Form 470SMC SPINContract # Contract Award Date Service 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 PACIFIC BELLYES SMC-CALNET 201/30/ /30/2014 Internet*NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract Ethernet Metropolitan Area Network NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract Synchronous Optical Network (SONET) NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract CALNET 2 MSA2 Long Distance AT&T CORP YES SMC-CALNET 201/30/ /30/2014 CALNET 2 MSA3 Hosted IP Telephony (VoIP) NOT LISTED VERIZON GLOBAL YESUse OWN Form 470 per new contract 01/30/2014 per new contract *Note that some Frame Relay services fall under SPIN ; and some Internet services fall under SPIN Ask your AT&T representative for further guidance and AT&T SPIN.

20 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 20 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

21 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 21 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 for 07/01/2013 through 01/29/ Local Services SMC under CALNET 3 and State Form for 01/30/2014 through 06/30/ Long Distance MSA 2 under CALNET 2 and State Form for 07/01/2013 through 01/29/ Long Distance SMC under CALNET 3 and State Form for 01/30/2014 through 06/30/ 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/ Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

22 TOM TORLAKSON State Superintendent of Public Instruction Form 471 BLOCK 5 FUNDING REQUEST INFORMATION FOR STATE MASTER CONTRACT REPLACEMENT FUNDING REQUESTS CALNET 2CALNET 3 Service DatesJuly 1, January 29, 2014January June 30, 2014 CALNET 2 Services CALNET 2 State Form 470 CALNET 2 SPIN CALNET 2 SPIN NAME On CALNET 3 Request for Bid? CALNET 3 State Form 470SMC SPINContract # Contract Award Date Service 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 PACIFIC BELLYES SMC-CALNET 201/30/ /30/2014 Internet*NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract Ethernet Metropolitan Area Network NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract Synchronous Optical Network (SONET) NOT LISTED PACIFIC BELLNOUse OWN Form 470 per new contract 01/30/2014 per new contract CALNET 2 MSA2 Long Distance AT&T CORP YES SMC-CALNET 201/30/ /30/2014 CALNET 2 MSA3 Hosted IP Telephony (VoIP) NOT LISTED VERIZON GLOBAL YESUse OWN Form 470 per new contract 01/30/2014 per new contract *Note that some Frame Relay services fall under SPIN ; and some Internet services fall under SPIN Ask your AT&T representative for further guidance and AT&T SPIN.

23 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 23 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

24 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 24 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 for 07/01/2013 through 01/29/ 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 for 07/01/2013 through 01/29/ 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/ Internet Access under APPLICANT’s NEW Form 470 resulting in a NEW contract for 01/30/2014 through 06/30/2014 (at a minimum)

25 TOM TORLAKSON State Superintendent of Public Instruction CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 25 Join the E-rate list to receive updates about E-rate and the CTF programs. Subscribe to the 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

26 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:

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

28 TOM TORLAKSON State Superintendent of Public Instruction AT&T Spin Numbers

29 TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 29 Who to Contact? State Library: Rushton Brandis, (916) CDE/E-rate: Larry Hiuga, (916) CDE/EETT: Tech Plans: Doris Stephen, K-12 HSN/Butte COE: Russ Selken


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