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Verizon and E-rate: Committed to Education

Verizon and E-rate: Committed to Education. Presenters: Carlton Baker, Verizon - Strategic Initiative Manager Curt McClead, Verizon - Strategic Initiative s Janet Perkins, The Academy for Advanced Telecommunication and Learning Technologies - TAMU. October 28, 2010. Agenda.

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Verizon and E-rate: Committed to Education

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  1. Verizon and E-rate: Committed to Education Presenters: Carlton Baker, Verizon - Strategic Initiative Manager Curt McClead, Verizon - Strategic Initiatives Janet Perkins, The Academy for Advanced Telecommunication and Learning Technologies - TAMU October 28, 2010

  2. Agenda Introduction Carlton Baker Market Perspective Janet Perkins FCC Updates and Status Janet Perkins Verizon: Committed to Education Janet Perkins Resources Carlton Baker

  3. Welcome Carlton Baker Strategic Initiative Manager

  4. Welcome and Introduction • Janet Perkins, Master in Educational Psychology • E-rate and Funding Resource Guidance via The Academy for Advanced Telecommunications and Learning Technologies at Texas A&M University • Memberships and Boards include • Consortium for School Networking (CoSN), • United States Distance Learning Association (USDLA) • Internet 2 • Association for Communications Technology Professionals in Higher Education (ACUTA) • Texas Center for Education Technology (TCET) • Irving Independent School District Foundation Board • National Presenter at ~ 1,000 conferences/workshops in areas of funding • Collaboration and collaborative networking • Strategic technology planning and sustainably models • Emergency Preparedness - Safety and Security • Federal funding, Private and other Public Funding • Distance Learning • Understanding and compliance to Universal Service Fund programs for Education, Healthcare, Consortium, and Homeland Security 5

  5. Market Perspective Janet Perkins Funding Contractor

  6. Educational Regulatory Mandates • “No Child Left Behind” (NCLB) Initiative • Assists low-performing schools to help improve teacher quality & increase parental choice • The "Children’s Internet Protection Act“ (CIPA/CHIP Act) • Internet Safety policies w/technology protection • The Health Insurance Portability and Accountability Act (HIPAA) • Family Educational Rights and Privacy Act (FERPA) • Federal protection of student records privacy Source: NCE Statistics & US Dept. of Education

  7. Trends • Mobility – Mobile Phones, PDAs, Blackberry, smart phones • Twitter, Flickr, etc. • Virtual World/Expanded Environments/Foreign Model & Research • Recruitment, Retention, and Improved Services • Data analysis, Web Resources, Data Warehousing, etc. • Safety and Security – Physical and Network • Employee and Student Records, Administrative Data, Redundancy and Disaster Recovery • Mass Communications, Safety and Security, Identification and Access Control systems, Two-way Radios, Policing, and RFID • Evolution of Communication and Learning • Wikis, Flickr, Blogs, Facebook, Myspace, YouTube, etc. • Collaboration – Regional and State Networkers • Content & “middleware” providers • Data, software applications, collaboration tools Source: National Center for Educational Data

  8. K-12 2011 Challenges • Budget Shortfalls • Reduced operational costs • Address gaps in teachers & administrative resources • Increased enrollment • Increased demand on student performance, experience, and results • Provide professional development & certification • Manage campus access and safety Source: Digital Center for Education 2010

  9. FCC Updates and Status

  10. Fund Year 2011 Updates • Fund Year 2011 (Year 14): 7/1/2011-6/30/2012 • Unsure of Application Window • May open early January instead of November/December • Preparing online system for new Form 471 • Recent FCC Changes • Expected to close Mid March 2011 • Big Changes - Audit Program Revamped • No audits during the E-rate Window • Mostly off site • Program Quality Assurance (PQA) • Measures accuracy of payment to applicant and vendor • Most off site • Beneficiary and Contributor Audit Program (BCAP) • Determines if program rules follows

  11. Dark Fiber Leased, Lit or Dark, eligible in Telecom or Internet Access Category (must light immediately) Providers Common Carriers; State, Regional or Local Networks; Utilities, or Private Companies for voice, video or data – CIPA Compliance Conditions of Eligibility Building of new fiber networks off school property Installation (non-recurring) charges are eligible from school building to edge of school property Unclear whether NRC costs can be bundled with MRC Modulating electronics must be provided by the applicant and cannot be bundled with the cost of the service Maintenance Ineligible Purchase of excess capacity for future growth Unbundled modulating equipment, leased or purchased Construction beyond the property line Selection of Solutions should be “Apples to apples” comparison Consider Total Cost of On-going Service (beyond the lease payments) Applicants Applying for Fiber On Form 470, post for fiber or fiber-based services in both IA and Telecomm categories On Form 471, file in either Telecom or Internet Access depending on type of provider selected FCC 6th Report: New Eligible Service 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  12. FCC 6th Report: Order Waiver for Community Use of E-rate Services • Schools may open their facilities to the general public to use E-rate supported services after school hours • Schools decide whether or not to provide such access • Service must primarily be for educational purposes • Schools cannot purchase additional services to support community use • Use must be incidental and not increase E-rate costs • Community use is limited to non-operating hours and only on campus • School personnel and students must have priority • Schools may not charge for use of services or facilities purchased through E-rate though they may charge a fee to offset ineligible costs (e.g., security, additional electricity, etc.) Waiver Now Permanent 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  13. FCC 6th Report: Order EDU 2011 Pilot Program • EDU 2011 – $10M Funded Pilots in FY 2011 Goals • Support innovative and interactive off-premise wireless device connectivity for schools and libraries • Gather information about issues affecting such use which can later be used for permanent rules • Strong preference given to those already implementing such programs • Competitive bidding rules waived for applicants who have legally binding agreements with existing providers • Other rules may be waived to the extent necessary to run the program • CIPA continues to apply • Application • Description of current program • All costs associated with the program • Technology Plans • Explanation of CIPA compliance • Internal policies and procedures for Acceptable Use • Curriculum objectives • Student performance data collected on effectiveness and evaluation 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  14. EDU 2011: How to Apply • How to Apply • Two-step application process • FCC will publish due dates for first part of application process in a public notice • Applicants will then submit detailed information about their programs directly to the FCC • Applicants must then also apply for E-rate following the regular E-rate rules and timeframes • FCC will select winners and will notify USAC • These applicants will not be required to cost-allocate Internet Access provided off-site • Applicants must still pay non-discounted share 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  15. FCC 6th Report and Order: Additional Changes • Educational Entities with Residential Campuses • Able to receive support for connections to the dormitories of schools that serve students facing unique challenges • Where 35% of population are eligible for NSLP • The cap on E-rate funding, currently set at $2.25B per year indexed to inflation • The inflation adjustment for FY 2011 would an increase the cap by 1%, up $22.5M. • Fund Year 2011 ~$2,270,250,000 billion • 2009 NPRM did not include guidance to the Extent to which online safety must be taught – may be left to each school • New CIPA Order should be released – should contain details of implementation requirements • Will likely be effective July 1, 2011 • Must address social networking • Be Aware - Vendors may claim they are FCC approved to provide training or that you are required to purchase their products to be compliant – Not So! Source: Action by the Commission September 23, 2010, by Report and Order (FCC 10-175)

  16. FCC 6th Report and Order: Technology Plan Changes • Fund Year 2011 – Technology Plan no longer required for Priority One (Telecom and Internet Access) • Still required for Priority Two services (Internal Connections and Basic Maintenance of Internal Connections) • Changes to Form 470: • If P2 services already included in current tech plan, plan covers at least part of the upcoming funding year, then NO new tech needed prior to posting • If new P2 services requested are not in tech plan, then must have a written plan prior to posting Form 470 • Applicants citing a State-filed Form 470: • Not needed prior to posting of state-filed Form 470 • No longer need budget in plan 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  17. New Form 470: Rule Changes • Form 470 • New Question on Applicant Demographics: • Public, Private, Charter, Tribal, Head Start, or State Agency • Many unused questions removed (i.e., Item 7a-c - MTM/contract/Multi-year contract check boxes, Items 8b, 9b, 10b, 11b - BEAR/SPI preference, Item 15a, 15 F - Necessary resources) • Identify all Consultants • Consultants will be assigned a Consultant Registration Number (CRN) • Must be provided on form, consultant contact info and names • All applicants must continue to use the Form 470 process • New Form 470 will be available for use for FY 2011 • New form currently awaiting OMB approval • Applicants that file Forms 470 prior to effective date do not need to re-file • Applicants that file Form 470 after the effective date MUST use the new form 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  18. New Rules: Disposal of Equipment Disposal or resale is permitted after five years after installation date • Applicants may receive payment or other consideration in return for disposal • Applicants are not required to use equipment for five years, nor are they required to dispose of equipment after five years. • No notification to USAC is needed, but update your asset registers • This does not change the requirement to report transfers of equipment made less than three years from purchase 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  19. Fair and Open Competitive Bidding Rules Clarified New Order codifies that competitive bidding process • Must be fair and open • All potential bidders must have access to the same information and treated in the same manner • Additions or modifications to the Form 470/RFP must be communicated in a uniform manner • Applicant relationship with the service provider that unfairly influences the outcome of the competition or provides them with “inside” information is prohibited • Vendors cannot • Assist in the preparing, signing and submitting of Form 470 • Be listed as the contact on the Form 470 • Prepare applicants’ Form 470 or participate in the bid evaluation or vendor selection process in any way • Cannot not handle the competitive bidding process for an applicant 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  20. Competitive Bidding Rules Clarification (cont’d) • Gifts • Service providers and potential service providers may not provide gifts • Exceptions mirror Federal Government regulations 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  21. SPIN Changes • Pre-commitment SPIN changes • Corrective SPIN changes only (i.e., data entry errors) • Post-commitment SPIN changes • Operational SPIN changes • Must have legitimate reason to change, such as Breach of Contract or provider unable to perform and • Must select provider with next highest point value in evaluation 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  22. Telecommunications Services and Telecommunications: Priority One (a.k.a. P1) • Shared Service to Facilities – Data Across Property Lines • No longer requires Technology Plan • Telecomm Services • Wireless, Cellular, Text Messaging/Paging • Basic Telephone, Long Distance, Voicemail • Data lines, ISDN, Frame Relay, Ethernet • Wide Area Network Services • No End User Equipment (handsets) • Leased (cannot be purchased) • Installation and Configuring • Strict cost limitations (~$500,000 capital per year) • Taxes and Fees • Lit Fiber • Dark Fiber (new) • In 2 categories in ESL • Telecomm Services ONLY provided by an eligible common carrier • On Form 470/471 as Telecommunications Services • Telecommunications can be provided by non-telecommunications carriers via fiber in whole or in part • On Form 470/471 as Telecom or Internet Access

  23. Interconnect Voice over IP – P1 or P2*All services are “conditional” until approved by the SL

  24. Verizon Metro Ethernet with Network Configured Equipment About Metro Ethernet with Network Configured Equipment1 Metro Ethernet with Network Configured Equipment solution aligns with the E-rate Priority 1 requirements. Highlights of the service include: • Same service provider • Maintenance is the responsibility of the service provider • No transfer of ownership or lease-purchase option • Initial capital costs cannot exceed certain thresholds • On-site components cannot be used for any other purpose • The local network is not dependent on the equipment • Must allow sharing of facilities 1 Available in select areas of VA, MD, DC, PA, DE, NY, NJ, MA, RI, CT, TX, FL and CA. 25

  25. Wireless Services & Products

  26. Internet Access – Priority One (a.k.a. P1) • Dial-up and Broadband Access • Wireless Internet Access • Ineligible: Wireless Internet Access Applications, Wireless Internet Access service and data charges for a service that is solely dedicated to access an ineligible functionality (i.e., cellular data circuits used to support GPSs on busses or student attendance) • Text Messaging/Paging • E-mail • Web hosting Remains eligible • Functionality of discussion boards, instant messaging, Homework Hotlines and chat • Ineligible: Content, including searching of databases such as grade books, encyclopedias etc.; Support for applications necessary to run online classes or collaborative meetings • IP and Voice over IP (VoIP) Telephony • Should not be used as WAN • SLD funds the conduit to the Internet • NOT content on the Internet • No Computers/laptops/or netbooks

  27. Web Hosting – Content Products Either as P1 or P2 • SLD Defines: Web hosting service that provides a means for a school or library to display content on the Internet. Funding is limited strictly to web hosting functions. *All services are “conditional” until approved by the SLD

  28. Text Messaging/Paging Services – Notification Services P1 • Paging Services • Paging services when integral, immediate, and proximate to the education of students located at eligible locations • Example – paging services used by a bus driver delivering students to school, a library staff member in a mobile van, and teachers on field trips.

  29. Internal Connection – Priority Two – P2 • School infrastructure purchases • Components necessary to deliver voice, video, Internet and e-mail • Must be on school property • Limited use at administrative buildings • SLD funds items that get the information to the classroom or library • NO end-user equipment such as telephones (this includes IP telephones) or laptops

  30. Basic Maintenance of Internal Connections (IC) • Basic Maintenance of Internal Connections • Maintain necessary and continued operation of eligible internal connection components at eligible locations. • Ex: Repair and upkeep of eligible hardware, wire and cable maintenance. • Rule of thumb: • Funds basic technical support of eligible hardware. • NOT end-user support such as a student calling a help desk for technical assistance.

  31. Warranties • Ineligible • Unbundled Warranties • Separately priced warranties allows for broken equipment to be fixed or replaced • Scheduling services • Online backup solutions • Eligible • Manufacturers warranties of no more than three years and included in the equipment purchase are eligible. • Funding requests for routine maintenance will continue to be funded. 6th Report and Order I 2010 Schools & Libraries Fall Applicant Trainings

  32. Verizon: Committed to Education

  33. National Expertise One of the Largest Telecommunications Service Providers to Education Customers in the U.S. 4,000+ education clients Will provide ~$372M during Fund Year 2010 (July 1, 2010 thru June 30, 2011) Telecommunications and Internet access products and services to support academic, administrative, mobility and safety solutions Alternative Funding Assistance E-Rate assessments via strategic technology planning Grant identification and resource development Purchase Options Volume Pricing Multiple Year Contracts: Lease/Purchase Month to Month/Tariff National (MiCTA) or State Procurement Contracts Website: http://www.verizonbusiness.com/us/govt/cust_sol/education/micta/ 34

  34. Verizon Foundation Funding opportunities Literacy Digital Divide: Computer literacy for underserved communities Economic Development: School to work, welfare to work, entrepreneurship, training People with Disabilities: Creating innovative methods to participate in the educated workforce Education/Scholarships: Programs that support K-12, teachers, college-bound students Community Development: Local technology programs that support the diverse communities Verizon Foundation Awards ~$60 Million in Grants to U.S. annually 35

  35. Thinkfinity.org Verizon Foundation’s comprehensive online resource for educators and the literacy community Introduced 3,650 new resources Established a Thinkfinity.org presence in more than 1,700 schools Launched a pilot after-school program in Boston, Chicago and Washington D.C. Boosted employee volunteer participation by 68% and total volunteer hours 11% Funded 58 grants devoted to literacy achievement More than 3,600 teachers were trained on improving literacy skills More than 21,600 students received literacy instruction Commercial-free and accessible anytime from anywhere at no cost by visiting www.thinkfinity.org 36

  36. Resources and Contact Information Carlton Baker Strategic Initiative Manager

  37. Carlton Baker – Strategic Initiative Mgr. 972-550-4096 Office 817-905-0861 Cell carlton.baker@verizonbusiness.com SI Team: Don Spaulding – Sr. Specialist – East 315-532-0207 Cell donald.e.spaulding@verizonbusiness.com Tom Thompson – Sr. Specialist – West 714-393-2728 Cell tom.t.thompson@verizonbusiness.com Curt McClead – Sr. Specialist – Mid-Atlantic 919-623-6111 Cell curt.mcclead@verizonbusiness.com Tom Bostick – MicTA Contract 678/259-1464 Office 770/309-0651 Cell Tom.bostick@verizonbusiness.com Janet Perkins – TAMU Contractor for E-rate & Other USF Programs & Funding Assistance 214/629-0236 Cell lperkinsjanet@verizon.net E-rate Centers – Customer Billing & Service Issues: East & Mid Atlantic Harrisburg, PA – 800/547-5474 - Hours of Operation: Mon. – Fri., from 8 a.m. till 5 p.m. EST West Newbury Park, CA – 866/483-8858 Hours of Operation: Mon. – Fri., from 8:30 a.m. till 5 p.m. PST VzB/VSSI/VNIC for CPE: Donna Kuhn - 610/407-2233 Office donna.l.kuhn@verizonbusiness.com VzB/VSSI/VNIC for Internet Access; E-rate; Rural Health Care Programs & MRV Data Administration Jeannine Tabb - jeannine.tabb@verizonbusiness.com 312/260-3120 Office  Evonia Bennett – Settlements Admin-Manager evonia.v.bennett@verizon.com Verizon Business E-rate Resources

  38. Questions? 39 39

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