1. CALIFORNIA DEPARTMENT OF EDUCATION Jack O’Connell, State Superintendent of Public Instruction Ed Tech K-12 Voucher Program Ed Tech K-12 Voucher Program What’s Next? Patty MacIntyre, TechSETS Program Manager John Vardanega, CDE Ed Tech Consultant CUE Palm Springs ~ March 7, 2009

2. JACK O’CONNELL State Superintendent of Public Instruction 2 Today’s Session Quick overview of program guidelines Updates: –News on “Pending” software –Increase in per-pupil allocation –Change in Approved Provider rules for conference approval –Second cy pres “The BIG Three” (continued)

3. JACK O’CONNELL State Superintendent of Public Instruction 3 Today’s Session Five Things You Should Do Right Now Web sites: –California Dept. of Education –Settlement Claims Administrator –TechSETS Q & A (Booth #531 in Exhibit Hall)

4. JACK O’CONNELL State Superintendent of Public Instruction 4 This is a court court settlement! settlement!

5. JACK O’CONNELL State Superintendent of Public Instruction 5 Ed Tech K-12 Voucher Program The Ed Tech K-12 Voucher Program resulted from the Settlement Agreement between California consumers and Microsoft Corporation. 2/3 of the funds remaining after the consumer settlement has been satisfied are available for dissemination via vouchers to eligible K-12 schools.

6. JACK O’CONNELL State Superintendent of Public Instruction 6 Projected Funding Dates Cycle Est. Launch Date First cy pres (initial allocation) September 25, 2006 (apps. closed 6/30/08) First cy pres (increased allocation) Est. 2009 (no new application needed) Second cy pres (smaller allocation) Est. 2010 (new application) End of ProgramSept. 25, 2012

7. JACK O’CONNELL State Superintendent of Public Instruction 7 K-12 Voucher Eligibility ALL K-12 public schools at which at least 40% of the attending students are eligible to receive Free or Reduced Price Lunches through the National School Lunch Program. ALL public high schools in California that serve students from eligible elementary, middle and junior high schools (Feeder School Provision).

8. JACK O’CONNELL State Superintendent of Public Instruction 8 K-12 Voucher Eligibility Districts must have a current, state- approved technology plan. Districts apply for the vouchers on behalf of their eligible schools. State Special Schools, Direct-Funded Charter Schools, and County Offices of Education do not have to meet the state-approved technology requirement and apply on their own behalf.

9. JACK O’CONNELL State Superintendent of Public Instruction 9 K-12 Voucher Allocation The October 2005 CBEDS data was used to determine official enrollment and Free and Reduced Price Lunch percentage for each eligible school during the first cy pres. The initial per-pupil allocation is $50.80, which is expected to increase during 2009.

10. JACK O’CONNELL State Superintendent of Public Instruction 10 K-12 Voucher Allocation The district’s allocation is based on the total enrollment at eligible schools. Lead Education Agencies (LEAs) get to determine the amount of vouchers to be utilized at each school. Vouchers may only be utilized at eligible schools.

11. JACK O’CONNELL State Superintendent of Public Instruction 11 Voucher Allocation by Type 50% General Purpose Vouchers Specific Category Software Vouchers

12. JACK O’CONNELL State Superintendent of Public Instruction 12 General Purpose Vouchers These vouchers may be redeemed for any qualifying hardware: –Any new desktop, laptop or tablet computer for any operating system –Peripheral devices, specifically printers, scanners, monitors, keyboards, and pointing devices (e.g., mouse, trackball, etc.) –Equipment* needed for networking and infrastructure (e.g., routers, servers, server cables, wireless network cards, or wireless access points) *Must primarily benefit eligible schools.

13. JACK O’CONNELL State Superintendent of Public Instruction 13 General Purpose Vouchers These vouchers may be redeemed for any qualifying hardware: –Hardware for accessing the Internet through television sets and Internet access for such hardware for students’ homes –Non-custom assistive technology devices for use by students with special needs

14. JACK O’CONNELL State Superintendent of Public Instruction 14 General Purpose Vouchers These vouchers may be redeemed for any qualifying software: –Any non-custom software titles (any platform), sold by any software publisher or vendor, that are designed for use on any qualifying hardware (includes SIS and ELAR software products that meet this criteria) –Non-custom software for students with special needs

15. JACK O’CONNELL State Superintendent of Public Instruction 15 General Purpose Vouchers These vouchers may be redeemed for any qualifying Professional Development directed solely at: –Leadership development for school administrators in the use of educational technology to improve learning at the site or district –General curriculum development and instructional strategies that utilize educational technology to improve instruction

16. JACK O’CONNELL State Superintendent of Public Instruction 16 General Purpose Vouchers These vouchers may be redeemed for any qualifying Professional Development directed solely at: –Improvement of technology integration for any software title acquired through this program –Training in the use of any hardware or any software title acquired through this program –Training must be provided by Approved Providers and incorporate the use of educational technology.

17. JACK O’CONNELL State Superintendent of Public Instruction 17 General Purpose Vouchers These vouchers may be redeemed for IT Support Services, which are services that primarily involve: –Installation and maintenance of hardware procured through this program –Installation and maintenance of software procured through this program –Services must be provided by an Approved Provider.

18. JACK O’CONNELL State Superintendent of Public Instruction 18 General Purpose Vouchers These vouchers may be redeemed for IT Staff Professional Development services: –Certification training for software and networking, provided by an Approved Provider

19. JACK O’CONNELL State Superintendent of Public Instruction 19 Specific Category Software Vouchers These vouchers may only be redeemed for any non-custom software title from any publisher that falls into specific categories: –Operating system –Word processing –Spreadsheet –Presentation (continued)

20. JACK O’CONNELL State Superintendent of Public Instruction 20 Specific Category Software Vouchers –Desktop relational database Oriented towards single users and typically residing on a standard personal computer –Web Authoring –Productivity Suite –Encyclopedia –Server software, including client access licenses

21. JACK O’CONNELL State Superintendent of Public Instruction 21 Ineligible Product Examples Vouchers may not be redeemed for: –Videoconferencing equipment –Personal digital assistants and other hand- held devices –Cables, speakers, tape back-up or storage units, read/write devices (i.e., external hard drives, USB drives, CD/DVD drives, etc.), zip drives, memory, video or audio cards, motherboards and CPUs that are not included as part of the purchase of a computer –Video and audio tapes, CDs, or DVDs

22. JACK O’CONNELL State Superintendent of Public Instruction 22 Voucher Restrictions Vouchers may supplement, but not supplant, state and/or federal program funds. Vouchers may not be redeemed for the discounted or reimburse portion of a product and/or service (i.e., E-rate, AB 466, etc.) Professional development and/or IT support services redemption may only be for those services provided by Approved Providers. http://www.edtechk12vp.com/approvedProviders.aspx

23. JACK O’CONNELL State Superintendent of Public Instruction 23 Voucher Redemption Issues To ensure that the process goes smoothly, the following actions are strongly recommended: –Before purchasing goods or services, verify with the Settlement Claims Administrator that they are allowable (if there is any question regarding eligibility). –Be aware that vendors may believe that any of their services or products are allowable because they are on the Approved Provider list for Professional Development or IT services. This may not be the case.

24. JACK O’CONNELL State Superintendent of Public Instruction 24 Updated Timeline 2009: –The parties will provide the CDE with an increased estimated allocation for the first cy pres. –The estimated voucher allocations will be recalculated and revised voucher award notifications will be sent to funded LEAs. 2010: Second cy pres eligibility and allocation is determined and online RFA is posted. September 25, 2012: Postmark deadline for the submission of voucher redemption forms

25. JACK O’CONNELL State Superintendent of Public Instruction 25 Updates As of February 28, 2009: Voucher award letters totaling $243,443,344 have been mailed to districts and charter schools. Reimbursement checks totaling $72,885,493 have been mailed to districts and charter schools.

26. JACK O’CONNELL State Superintendent of Public Instruction 26 Updates As of February 28, 2009: 193 districts have spent all of their General Purpose Vouchers. 66 districts have spent all of their Specific Category Software Vouchers. 52 districts have spent all of both types of vouchers.

27. JACK O’CONNELL State Superintendent of Public Instruction 27 News About “Pending” Software A number of software titles, including some web-based products, were recently moved from the “Pending” list to the “Eligible” list by the Settlement Claims Administrator. SCA has now contacted all districts & charter schools with “Pending” inquiries.

28. JACK O’CONNELL State Superintendent of Public Instruction 28 Approved Providers: Conferences Applies to conference providers: –The syllabus/program only needs to be approved one time by the CDE. –For future conferences that are “substantially similar” (i.e., an annual update or repeat of the same program), no new application is needed. –Email the new conference date and statement of similar format/content to the CDE.

29. JACK O’CONNELL State Superintendent of Public Instruction 29 Approved Providers: Conferences Applies to conference providers: –Email the new conference date and statement of similar format/content to John Vardanega at the California Department of Education: jvardane@cde.ca.gov

30. JACK O’CONNELL State Superintendent of Public Instruction 30 Approved Providers: Conferences Applies to conference providers: –If there is a question about whether the new conference is substantially similar, it is okay to submit a new Approved Provider application. –CDE reserves the right to request a syllabus or to otherwise review content to determine conference eligibility.

31. JACK O’CONNELL State Superintendent of Public Instruction 31 Conference Reimbursement Districts and Charter Schools: –Must still provide information regarding the agenda or summary of content for conferences when applying for reimbursement –Are encouraged to contact the Settlement Claims Administrator to confirm conference eligibility prior to spending district funds.

32. JACK O’CONNELL State Superintendent of Public Instruction 32 The BIG Three Top 3 Reasons for Reimbursement Delays –Missing Vendor Price Certification Statement on Academic Pricing –Failure to submit ORIGINAL Voucher Redemption Form and/or invoice/receipts –Unauthorized person has signed the Voucher Redemption form

33. JACK O’CONNELL State Superintendent of Public Instruction 33 5 Things to Do Right Now 1)Apply to become an Approved Provider for IT and PD services. –Simple 2-page fax to CDE for each application –Application approval date must precede date of services. http://www.edtechk12vp.com/approvedproviders.aspx

34. JACK O’CONNELL State Superintendent of Public Instruction 34 5 Things to Do Right Now 2) Update the list of people approved to sign the voucher redemption forms. –Notify the Settlement Claims Administrator if staffing has changed. –Change requests must come from the Superintendent or a current authorized signer.

35. JACK O’CONNELL State Superintendent of Public Instruction 35 5 Things to Do Right Now 3) Confirm the eligibility of planned purchases by contacting the Settlement Claims Administrator. –The only way to guarantee full reimbursement on purchases is to obtain advance (written) confirmation of eligibility from the SCA. http://www.edtechk12vp.com/product.aspx

36. JACK O’CONNELL State Superintendent of Public Instruction 36 5 Things to Do Right Now 4) Review and follow the Reimbursement Checklist to avoid payment delays. –Failure to submit required documentation will cause claims to be delayed or denied. http://www.edtechk12vp.com/voucher.aspx –See TechSETS PowerPoint: http://www.techsets.org/support/voucher.aspx

37. JACK O’CONNELL State Superintendent of Public Instruction 37 5 Things to Do Right Now 5) Be aware of both Microsoft Settlements. –Ed Tech K-12 Voucher Program –CA Gov’t. Entities Settlement http://www.cde.ca.gov/ls/et/st/etvfaq.asp#ges

38. JACK O’CONNELL State Superintendent of Public Instruction 38 For More Information Settlement Claims Administrator: –Voice: (800) 419-5286 –Email:ClaimsAdmin@EdTechK12VP.com –Web: http://www.edtechk12vp.com California Department of Education K12V Contact: John Vardanega –Voice: (916) 323-2241 –Fax: (916) 323-5110 –Email: jvardane@cde.ca.gov –Web: http://www.cde.ca.gov/ls/et/st/etv.asp

39. JACK O’CONNELL State Superintendent of Public Instruction 39 For More Information TechSETS K-12 Voucher page: –Web: http://www.techsets.org –Email: info@techsets.org Regional CTAP Staff: Web: http://www.ctap.k12.ca.us (California Technology Assistance Project)

40. JACK O’CONNELL State Superintendent of Public Instruction 40 Quick Tour of the Web Sites www.techsets.org CDESCAExtras

41. JACK O’CONNELL State Superintendent of Public Instruction 41 QUESTIONS