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Today’s Producers y Jennifer Peterson Kendra Morgan g WebJunction WebJunction Community Manager S enior Program Manager
E- -Rate for Libraries Rate for Libraries Donna Mattingly, E-Rate Central Greg Weisiger, E-Rate Central
Agenda • What is E-Rate? • E-Rate Categories of Service • E-Rate Timeline • Technology Planning • Children’s Internet Protection Act (CIPA) • Applying for E-Rate Applying for E Rate • Form 470 (Example) • E-Rate Resources E Rate Resources • Questions?
Poll Question [Please indicate your answer in the poll at right] y p g Have you applied for E-rate? y pp Yes, in the past year Yes, in the past 3 years , p 3 y My library has, but I haven't been a part of the application process No, never applied
What is E-Rate? • Discounts on telecommunications, Internet Access, Internal , , Connections and Basic Maintenance of Internal Connections • Schools and libraries are eligible • Discounts range from 20–90%, the amount of discount depends on the level of poverty and location of the school or library (urban or rural) receiving services • Average discount for libraries is about 70% • Funding comes from the Universal Service Fees on your telephone bills telephone bills • Regulated by the Federal Communications Commission (FCC) and administered by the Universal Service Administrative C Company (USAC) (USAC)
What can E-Rate mean to Wh E R my library? my library?
E-Rate Categories of Services Priority One (P1) - Telecommunications Services Examples: Local and Long Distance service Cellular Service Cellular Service Text messaging Web browsing Broadband Telecommunications, including service to Bookmobiles B db d T l i ti i l di i t B k bil Interconnected Voice over Internet Protocol (VoIP) Taxes and fees Installation and configuration
E-Rate Categories of Service Priority One (P1) - Internet Access Examples: E-mail Service Wireless Internet Access for cell phones Wireless Internet Access for cell phones Broadband Internet Access (From DSL to Ethernet) Web Hosting Web Hosting VoIP
E-rate Categories of Services Priority Two (P2) – Internal Connections & Basic Maintenance of Internal Connections Examples of Internal Connections: Support for equipment and cabling on-site that transport information to classrooms or public rooms of a library Does NOT include end-user components such as computers Subject to the Two-in-Five Rule Entities can only receive funding every two out of five years Examples of Basic Maintenance: E l f B i M i t Repair and upkeep of eligible hardware Wire and cable maintenance Basic technical support B i t h i l t NOTE: Only highest discount libraries will qualify for P2
E-Rate Timeline for 2011 Technology Plan gy • Only for Priority 2 Services Request Services – Form 470 q 47 • By February 24 th Order Services – Form 471 47 • By March 24 th Receive Services – Form 48 6 • Typically by October 29, 2011 Invoice USAC – Form 472 • Typically by October 28, 2012 Fund Year: July 1, 2011 – June 30, 2012
Technology Plan Requirements for FY 2011 and beyond: q y No longer required for Priority One Services; Telecommunications and Internet Access Req uired for Priority Two Services; R i d f P i i T S i Internal Connections and Basic Maintenance Four required elements: Clear Goals, Needs Assessment, Staff Development, Evaluation
Children’s Internet Protection Act (CIPA) Requirements of CIPA Technology Protection Measure, Filter Internet Access: images of child pornography (illegal) visual depictions that are obscene (local norms) harmful to minors (local norms) h f l i (l l ) Internet Safety Policy must address: Minors’ access to inappropriate material safety and security of minors when online f t d it f i h li unauthorized access and unlawful activities by minors online disclosure and dissemination of minors’ personal information protection measure (filter) Public Notice and Hearing CIPA Compliance only required for Internet Access and P2 funding
Applying for E-rate Obtain a Billed Entity Number (BEN): Obtain a Billed Entity Number (BEN): Call the SLD at 1 ‐ 888 ‐ 203 ‐ 8100 Obtain a registration number from the FCC (FCC RN): https://fjallfoss.fcc.gov/coresWeb/publicHome.do https://fjallfoss.fcc.gov/coresWeb/publicHome.do Apply online Form 470 and 471: Apply online Form 470 and 471: http://www.sl.universalservice.org/menu.asp
Form 470: Who I Am and What I Want The “W ho I Am a nd W ha t I W a nt” form begins the The W ho I Am a nd W ha t I W a nt form begins the com p etitiv e p rocess: • Must be filed by the entity that is able to negotiate and sign contracts on b h lf f h behalf of the school or library h l l b • Identify and describe your desired categories of service and the function of the services • Notify potential bidders (service providers) of the types and quantities of services that you need • Follow all applicable state and local procurement laws pp p • Wait 28 days after the Form 470 is posted to the USAC website or after public availability of your Request for Proposals (RFP), whichever is later, before selecting a vendor or executing a contract , b g g
Your Form Identifier
X X
X X
X
X
X
Billed Entity Number (BEN) from SLD
Priority 1 services only X X X
X X X X
X X X
Next Steps after the Form 470 • Wait 28 days after the Form 470 is posted • Keep all incoming bids/ correspondence with bidders and prepare to evaluate bids equally Price a s the p rim a ry fa ctor – when evaluating bids, the price of E-Rate eligible services p y f g , p g must be the most heavily-weighted factor in your evaluation of bids Sa m p le Ev a lua tion Sheet: Price of the ELIGIBLE goods and services 30% Prior experience Prior experience 25% 25% Personnel qualifications 20% State, Cooperative, GSA Master Contract 15% Local Vendor 10% TOTAL 10 0 % • Calculate the library’s Discount Level using local school Free and Reduced Lunch figures • Submit Form 471 by March 24, 2011 deadline S b i F b M h d dli
Keys to Success Start early – little issues can slow you down y y Plan a strategy Save everything – a good filing system goes a long y g g g y g g way Ask questions, use E-rate resources Attend the Form 471 webinar on March 15 th
E-Rate Resources E-Rate Central, Donna M. Mattingly dmattingly@e-ratecentral.com (804) 302-4406 (804) 302 4406 E-Rate Central, Greg Weisiger erate1@aol.com (804) 302-4406 E-Rate Central Website: http:/ / www.e-ratecentral.com/ default.asp Universal Service Administrative Company: http:/ / www.universalservice.org/ sl Universal Service Administrative Company: http:/ / www.universalservice.org/ sl Federal Communications Commission: http:/ / www.fcc.gov E-Rate State Coordinators: http:/ / www.e-ratecentral.com/ us/ default.asp E R t St t C di t htt / / t t l / / d f lt
Questions? Q
Stay Involved March 15 Webinar E rate: Form 471 and Beyond! E-rate: Form 471 and Beyond! On WebJunction webjunction.org/techplan-erate Crossroads (monthl ne sletter) Crossroads (monthly newsletter) webjunction.org/crossroads j g Events webjunction.org/events/webinars bj ti / t / bi
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