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Technology
IS
Infinity!
YOUR GUIDE TO TAMING THE
EPC MONSTER AND OTHER
BEASTS
Presented by
AL ROSSI
LAURA SASAKI
with
FRED BRAKEMAN
BRITTANY MOSQUEDA
TODAY’S TOPICS
USAC
1. E-RATE - OVERVIEW AND UPDATES
2. EPC – THE EVER-CHANGING PORTAL
3. E-RATE COMPLIANCE
4. CATEGORY 2 & BUDGETS
5. ADVOCACY
6. QUESTIONS
SLD
FCC
Technology
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Infinity!
OVERVIEW
&
UPDATES
Keeping you in the know
E-RATE ELIGIBLE SERVICES
CATEGORY 1
CATEGORY 2
Connectivity to the building
Connectivity within the building
•
Voice Services - Subject to phasedown of
20% per year starting in 2015-2016, fully
effective in 2019-2020
•
Wi-Fi (managed, owned, or leased),
Licensing for APs, and Controller Systems
•
Internet Access
•
Switches, routers, cabling (copper and
fiber), racks, and UPSs
•
Digital Transmission Services
•
Basic Maintenance of Eligible Systems
•
Software supporting each of the
components on this list used to distribute
high-speed broadband
* Complete Eligible Services can be found at http://transition.fcc.gov/Daily_Releases/Daily_Business/2017/db1005/DA-17973A1.pdf
E-RATE DISCOUNT MATRIX
E-RATE PROGRAM UPDATES
STATE OF THE FUND
•
FCC Commissioner Pai confirmed for second term on Commission and as
Chairman on October 2, 2017
•
$3.99 billion annual cap, indexed for inflation
•
$1 billion target for Category 2
•
•
Adjusted to $153.47/per student or $9,412.80 minimum
Currently in evaluation phase for future modernizations to the Program
E-RATE PROCESS
Description of Services Requested
FCC Form 470 &
Receipt Notification Letter (RNL)
First appeal to
USAC
Competitive Bidding
28 Day Minimum
E-rate Funding Request
FCC Form 471 &
Receipt Acknowledgement Letter (RAL)
If
denied
If
denied
Application Review &
Funding Commitment Decision Letter
(FCDL)
Start of Services Notification
FCC Form 486
Reimbursement
FCC Form 472 (BEAR) or Form 474 (SPI)
California Teleconnect Fund (CTF)
Then appeal to
FCC.
CALIFORNIA TELECONNECT FUND (CTF)
ABOUT CTF
CTF provides up to 25% off voice services and 50% for broadband on select communications
services to schools.
•
One-time application - schools must be approved to receive discounts
http://www.cpuc.ca.gov/General.aspx?id=4095
•
Discounts
•
Only after E-rate discount is applied on bills
•
Must be requested on any new services
•
Must be requested when moving to upgraded services with new BTNs
CALIFORNIA TELECONNECT FUND (CTF)
DISCOUNT CHANGES
CTF discounts will be equal to the E-rate subsidy, up to 50%
•
Broadband
•
If E-rate discount is lower than 50%, the lower discount will apply
e.g., an applicant with an E-rate discount of 40% will now receive a CTF discount of
40%
•
Voice services
•
If E-rate discount is lower than 0%, applicants will receive 25% CTF discount
•
Districts at 10% E-rate on remaining voice (18-19), will receive a 10% CTF discount for
that year
Technology
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Infinity!
EPC
The ever-changing portal
E-RATE EPC
BEST PRACTICES & THINGS TO KNOW
Central point of all E-rate filings and communications
•
USAC is working on changing the front end interface, including navigation
changes
Keep list of users updated
•
Ensure that your consultant or primary user is a “full rights” user
•
Locking
•
NSLP (free and reduced numbers)
•
•
•
These may be locked for editing in early 2018
•
Any site changes also locked
When working with a consultant, be sure to coordinate any changes with them
E-RATE EPC
ISSUES
•
•
•
Bundled Internet Services (Form 470)
•
USAC is indicating that applicants applying for bundled Internet access and
transport – unless specifically looking for a non-fiber solution – must also select lit
fiber and standalone ISP service on their Form 470. If not, the application will be
denied. (e-mpa)
•
Note: The transport option does not refer to fiber – use lit fiber option
Forms disappearing during filing window
•
Refiling of applications
•
RAL corrections to cancel applications
Not receiving notice of changes - if item is submitted by a vendor or another consultant,
notification will go to the person who created or submitted information, instead of EPC
administrators
E-RATE EPC
ISSUES
•
Not having the same capabilities for all FYs. (e.g., SPIN changes for 2017)
•
No ability to cancel RALs, file BEARs (in the legacy system), IDERs
•
Form 486s in automatic review
•
FRN Status Tool not properly displaying FY2016 Authorized Disbursements
Note: USAC is aware of the ongoing issues and is making efforts to correct them. Time frames
for resolutions are ongoing.
Technology
IS
Infinity!
PROGRAM
COMPLIANCE
Making sure you know the rules
E-RATE COMPLIANCE
BEST PRACTICES & THINGS TO KNOW
•
Follow competitive bidding rules
•
Follow up on requests of information in a timely manner
•
Update information in EPC
•
Communicate with all District stakeholders
•
Reconcile discounts – follow through on disbursements with service providers
•
Enter into contracts/ordering new services ONLY within E-rate window
•
Account for ALL sites – including:
•
•
New construction/re-opening of closed sites
•
Non-Instructional facilities (e.g. bus barns, district offices, IT offices)
Keep up-to-date with program changes and how they affect you
E-RATE COMPLIANCE
ISSUES
•
USAC’s Fiber Inquisition Questions
•
Even applicants who purposely asked for special construction to be broken out,
USAC is applying the standard in the 2nd Modernization Order against lit services.
If special construction is included, asking how many strands of fiber is being
brought in and forcing a cost allocation.
•
Most carriers have standard number of strands that they pull in to every site, and
even if not utilized and are not lit, cost is still associated with them.
•
•
USAC sending out notifications that they will cost allocate strands that are
not going to be lit to applicant location.
Fiber COMADs (Commitment Adjustment, October 2017)
•
Entire fiber projects– approved, funded, installed, paid for, etc.
E-RATE COMPLIANCE
ISSUES
•
C2 Form 486s in review
•
Voice phasedown
•
C2 budgets too low
•
PIA Reviewers not fully understanding EPC or the E-rate process, resulting in appeals for
unnecessary omissions in PIA process
•
•
Modifications made during RAL not effective on FCDLs
•
Bulk upload worksheet – additional tabs not being reviewed
Cardinal charges – virtually any change to RFP constitutes a cardinal change, restarting 28-
day clock
Technology
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Infinity!
CATEGORY 2
BUDGETS
How to calculate and use your
budget
E-RATE C2 BUDGETS
E-RATE C2 BUDGETS
E-RATE C2 BUDGETS
ELIGIBLE SERVICES LIST (ESL)
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Managed WiFi
Access points used in a local area network (LAN) or wireless local area network (WLAN)
environment (such as wireless access points)
Licensing for access points
Antennas, cabling, connectors, and related components used for internal broadband
connections
Caching Server
Firewall services and components
Switches
Routers
Racks
Uninterruptible Power Supply (UPS)/Battery Backup
Wireless controller systems
Software supporting each of the components on this list used to distribute high-speed
broadband throughout school buildings and libraries
Basic Maintenance of the above systems/hardware
Managed Internal Broadband Services
* Complete Eligible Services can be found at http://transition.fcc.gov/Daily_Releases/Daily_Business/2017/db1005/DA-17-973A1.pdf
Technology
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Infinity!
ADVOCACY
How can your voice be heard?
E-RATE BE HEARD
OPTIONS FOR ADVOCACY
•
On September 22, FCC published document seeking comments on C2 budgets
•
Comments were due October 23, and reply comments due back November 7
• Infinity responded to the request emphasizing the need for more flexibility on
allocated monies, higher funding per student and a less obstructive process for
review and approval.
• E-MPA submitted with data from various applicants across US
•
May see piecemeal changes to the program or comprehensive Report and Order issued
•
Let your advocate(s) know that you want to be heard
•
Gather measurable data in addition to anecdotal narratives
E-RATE BE HEARD
AVENUES OF ADVOCACY
American Institute of Architects (AIA & Golden Empire Chapter)
http://aiage.org/
Association of California School Administrators (ACSA)
http://www.acsa.org/
Building Industry Consulting Service International (BICSI)
https://www.bicsi.org/
California Association of School Business Officials (CASBO)
https://www.casbo.org/
California Chamber of Commerce
https://www.calchamber.com/Pages/default.aspx
California Coalition of Adequate School Housing (CASH)
https://www.cashnet.org/
California Community College Facility Coalition (CACCFC)
https://www.caccfc.org/
California Educational Technology Professionals Association
(CETPA)
https://cetpa.net/
Construction Specifications Institute (CSI)
https://www.csiresources.org/home
E-rate Management Professionals Association (E-MPA)
http://www.e-mpa.org/
Schools, Health and Libraries Broadband Coalition (SHLB)
http://www.shlb.org/
Small School Districts Association (SSDA)
http://ssda.org/
State Educational Technology Directors Association (SETDA)
http://www.setda.org/
Technology
IS
Infinity!
QUESTIONS
AND
ANSWERS
Go ahead. Ask away.
Give us your best shot.
Technology
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GET IN TOUCH
4909 Calloway Dr #102
Bakersfield, CA 93312
Technology
We always want to hear from YOU you!
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661.716.1840
info@infinitycomm.com
Technology
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THANK
YOU
FOR COMING
Have a wonderful
afternoon!
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