E-rate Roadshow Training 2018: Preparing for Funding Year 2019

1. 2018 Roadshow Training 2018 E-rate Training Preparing for Funding Year 2019

2. Let’s clear some things up • ITS is probably not going to replace me but will continue to maintain the listserve and administer the SMCs. • The Issue with RFP 5000 has not been resolved. There was a hearing before the Chancery Judge on November 27th but we don’t yet have her decision and don’t have a timeline. • The ITS Board and USAC have approved the extension of RFP 4000. And no, there was not a Price Redetermination as part of the extension approval (Same rates apply). • The current EPL expires June 30th, 2019 and some type of replacement should be available next year (FY 2020). • Maximus is taking over the PIA contract from SOLIX as of December 31st, 2018. • Reverse Auctions only apply to Commodities, or in the E-rate world, only apply to C2 purchases (not WAN and Internet).

3. Reverse Auctions • You can seek an exemption from DFA • You can find the forms on the METLA website • https://sites.google.com/view/reverse-auction-exemption/home

4. What is available for use under RFP 5000? • Hosted Voice over Internet Protocol (HVoIP)– Cspire is the provider • Raw Internet – Cspire is the provider – Cost is $.50 per meg • You must acquire the transport circuit to get you to Cspire’s RI • To evaluate the cost of 1 gig of Cspire’s Raw Internet • $500 per month – Use Contract 5000 • Cost of 1 gig transport to the Raw Internet • Customer Premise Router/Switch unless the Transport Circuit is Managed • Basic Firewall Cost (Eligible as C1 if bundled with the Internet) (Eligible as C2 if unbundled) • Advanced Firewall services are note-rate eligible • Filtering Cost (Not e-rate eligible)

5. Raw Internet Service includes just Internet Requires CPE and a circuit to the Internet. DISTRICT INTERNET Service does not include Filtering or Firewall

6. Questions?

7. Administrative Window • The Administrative Window (AW) is open now, and will remain open through early January. • The AW closes before the 471 Window opens. • Edit NSLP or CEP information • Add or remove entities • Perform Entity name or address updates • Libraries add locale code and update square footage

8. The Data – Two sets Portal Data 471 Application Data Entity Name Entity Address NIF? Full Time Student Count Part Time Student Count • Entity Name • Entity Address • NIF? • Full Time Student Count • Part Time Student Count

9. The Data – From Portal to 471, during PIA Portal Data 471 Application Data Entity Name Entity Address NIF? Full Time Student Count Part Time Student Count • Entity Name • Entity Address • NIF? • Full Time Student Count • Part Time Student Count

10. The Data – From 471 back to Portal Portal Data 471 Application Data Entity Name Entity Address NIF? Full Time Student Count Part Time Student Count T • Entity Name • Entity Address • NIF? • Full Time Student Count • Part Time Student Count

11. Eligible Services List (ESL) • FY2019 is the last year of the initial 5-year C2 Budget Pilot • If no action is taken C2 will revert to the Two-in-Five Rule • We remind stakeholders that in 2014, the Commission extended the eligibility for basic maintenance and managed internal broadband services only through FY2019. Modernizing the E-rate Program for Schools and Libraries, WC Docket Nos. 13-184, 10-90, Second Report and Order and Order on Reconsideration, 29 FCC Rcd 15538, 15569, para. 95 (2014).

12. Eligible Services List (ESL) • Security Cameras, connections to them, and the connecting ports are ineligible. • Two Denials (“Security does not support educational purposes) and are currently under Appeal • Cabling to Security Cameras • Cost allocation of switch ports connecting Security Cameras • Another reminder that Voice Services are no longer eligible. • When requesting software on the 471, you should request the software (including licenses) in the same subcategory as the equipment it is supporting. • For example: Licenses for Wireless Controllers should be requested under Wireless Data Distribution, not under software, and not under Basic Maintenance of Internal Connections. • Applicants can request both equipment and related software (including Licenses) on the Form 470, or request just the equipment on the Form 470, and still request funding for both on the 471. • Software upgrades and patches, including bug fixes and security patches, are considered basic maintenance of internal connections

13. Eligible Services List (ESL) • Demo equipment – vendors ‘loan’ equipment to applicants to take out on a ‘test drive’ • Demo equipment is allowed to help applicants better understand the equipment • Demo equipment is allowed if conducted prior to, and completed by, the filing of the applicant’s Form 470 for the coming year • Demo equipment cannot be ‘gifted’ to an applicant; it must be returned to the vendor • Demo equipment loaned out should be returned before 6 months to avoid USAC questions • A best practice is to get Demo equipment from at least two vendors to avoid any hint of predetermination of equipment choice

14. Category 2 and C2 Budgets • C2 services are for services located at Schools and Libraries only • C2 is not for Non-Instructional Facilities (NIF) even if the NIF has classrooms • C2 is not for administration building use unless the equipment is utilized by schools or libraries • Admin use must be cost allocated and the remaining cost spread to all schools or libraries using the equipment • C2 services are services within the School or Library • Switches, cabling, WAPs, controllers, caching server, or WAN equipment that is owned • Basic Maintenance of eligible C2 equipment • Managed WiFi

15. Calculating C2 Budget • The C2 Budget can go up each year • The FCC adjusts the C2 factor by adjusting to inflation each year • If Student count or library sq. footage increases • C2 Factor For Schools • 2018 = $156.23 per student • 2019 - $158.00 per student (projected but not yet set by FCC) • C2 Factor For Libraries • 2018 = $5.21 per square foot for IMLS codes of 11, 12, or 21 • 2018 = $2.39 per square foot for all others • 2019 = $5.31 per square foot for IMLS codes of 11, 12, or 21 (projected but not yet set by FCC) • 2019 = $2.50 per square foot for all others (projected but not yet set by FCC • 2019 Budget floor = $9,750 (projected but not yet set by FCC)

16. Calculating C2 Budget • The C2 Budget is based upon the full and/or part time student count of the school buildings. • MS has 200 full time students and 50 part time students = ? Student count/budget • VS has 150 enrolled, 80 students in the AM and 70 students in the PM = ? Student count/budget • AS has 22 enrolled, 12 students in the AM and 10 students in the PM = ? Student count/budget • HS has 1000 full time students, but 100 leave during the day to attend VS = ? Student count/budget • ES has 400 full time students and 25 head start students = ? Student count/budget • ES has 400 full time students and 25 pre-K students = ? Student count/budget • For the purpose of calculation C2 Budgets, students can be counted multiple times

17. Calculating C2 Budget • For a school district, the first year of the Category 2 budget for all of the individual schools in the school district is the first year, starting with FY2015, in which ANY individual school in the school district receives a positive commitment from USAC on a Category 2 funding request. • File a Form 500 to return unused C2 funding back to the school/library budget • Budget is Pre-Discount • Once FCDL is issued, the C2 Budget is reduced • Once the school or library calculates its C2 budget, the Floor amount of $9,750 is the least amount of the C2 Budget. • Use the C2 Budget Tool to determine your available C2 budget per school, or • Calculate your current budget based upon current enrollment times current C2 Factor ($158) • Subtract all C2 Commitments starting in FY 2015 • Add back any C2 funds returned via Form 500 • New balance should be your available C2 Budget

18. Questions?

19. Options for WAN Services • Use RFP 4000 yourself • Pay for your own Internet and WAN • Let Lee/MDE provide your Internet using RFP 4000 • Pay for your own WAN using RFP 4000 • Perform a procurement for a contract with any vendor for you WAN • Perform your own procurement • Pay for your own Internet with any vendor • Pay for your own WAN with any vendor • Use RFP 5000 for Raw Internet • Perform a procurement for a contract for the transport circuit • Perform a procurement for a contract with any vendor for you WAN

20. Form 470 – WAN or Internet • Leased Lit Fiber (With or Without Internet Access) • Services provisioned over fiber • Fiber WAN Circuits (Switched Ethernet, Metro-E, Point-to-Point Fiber, Cable over Fiber) • Internet Access that includes Fiber Transport (MIS, DIA) • Internet Access and Transport Bundled (Non-Fiber) • Services provisions over copper or coax • Non Fiber WAN Circuits • Internet Access that includes non-fiber Transport (DSL, Cable Modem)

21. Mississippi Denials • DR1:The FRN is denied because the applicant failed to respond to the PIA inquiry. • DR1:Thirty percent or more of this FRN includes a request for ENA NetShield Firewall Service {which is an ineligible product based on Program rules}. • DR1:The Category Two budget for BEN XXXXX is $132,797.16. Your total requested Category Two pre-discount funding amount for BEN XXXXX exceeds this entity’s Category Two Budget by: $46,369.19. This funding request is being denied because you have not authorized sufficient modifications to the Category Two funding requests to bring this BEN within its allowable Category Two budget.

22. Questions from you….