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Webinar will start shortly (This will be recorded). Note: The Webinar will be in 2 phases: Phase 1, Information will be delivered by presenters. Questions will be taken in the second phase. NOTE: It is very important that you remain on mute during this time period. Thanks! - PowerPoint PPT PresentationTRANSCRIPT
TOM TORLAKSONState Superintendent of Public Instruction
Webinar will start shortly(This will be recorded)
• Note: The Webinar will be in 2 phases:– Phase 1, Information will be delivered by
presenters. Questions will be taken in the second phase.
– NOTE: It is very important that you remain on mute during this time period. Thanks!
– There will be a 3-5 minute pause. – Phase 2, Questions or points of clarification
will be asked and responded to. – Both phases will be recorded and available
later.
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 2
TOM TORLAKSONState Superintendent of Public Instruction
E-rate for CaliforniaCALNET 2 AND
CALNET 3 UPDATESFebruary 12, 2014
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 3
• The following presentation is for those applicants that used the State CALNET 2 contract last year. – The guidance provided is based upon this
assumption– If you have never used CALNET 2 in the past,
then continue using your existing process. But, check in with us next fall.
Link Resources: http://www.usac.org/_res/documents/sl/pdf/contracts/Scenario-b.pdfhttp://www.usac.org/sl/applicants/step03/state-replacement-contracts.asphttp://www.usac.org/sl/applicants/step03/state-master-contracts.aspx
Webinar Assumption
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 4
1. The role of CA Dept of Ed and State Library2. CalNet 2 Expiration, Extension – No
Waiver3. Guidance for FY 2013 E-rate Funding
Requests4. Status of CalNet 35. Guidance for FY 2014 E-rate Funding
Requests6. E-rate Mini Bid Requirements7. Q & A
Agenda
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 5
CDE/K-12 HSN & State Library: Have no statutory authority to administer the federal E-
rate program May only offer general information about the E-rate
program including: training and outreach, reference materials, and other publicly available SLD/USAC resources
The following information is provided to assist applicants with their applications. It is remains each applicant’s responsibility to ensure FCC/USAC, State, and local agency rules and practices are followed. All liability and risk rests upon each applicant for E-rate approval.
The role of CA Dept of Ed and State Library
General Information about E-rate
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 6
1. California Office of Technology Services (“Otech”)
2. CALNET 2 and CALNET 3 contracts3. Master Service Agreement (“MSA”)4. Authorization to Order (“ATO”)5. State Replacement Contract (“SRC”)6. Contractor, Service Provider, Vendor7. E-rate applicant8. Funding Request Number (“FRN”)
Key Terms
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 7
State finalized extension of contract end date from January 29, 2014 to January 30, 2016 MSAs 1 and 2 AT&T services (landline
services and long distance) MSAs 3 and 4 Verizon services (VoIP)
Purpose of extension is to facilitate transition of services to CALNET 3
Only applies to existing services, and NEW services must be ordered off of CALNET 3
CALNET 2 extended through January 30, 2016 – HOWEVER FCC does not see this as a valid extension for E-rate applicants
CALNET 2 Expiration
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 8
FCC has indicated that a waiver for the contract extension will NOT be allowed for CALNET 2 with the 2005 State Form 470
Even if applicant filed its own Form 470 and checked the box for voluntary contract extensions when it awarded CALNET 2, FCC does not see validity of allowing for continued use of CALNET 2 contract for E-rate purposes Reason has to do with language on RFP for
CALNET 2 that only indicated extensions through January 30, 2014 and no further
CALNET 2 extension does not have a viable use for E-rate purposes
CALNET 2 Extension
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 9
Applicant MUST transition to CALNET 3 as soon as possible if it used the State Replacement Contract (“SRC”) process for FY 2013 applications During the conversion/transition period
starting January 30, 2014 though the effective date of CALNET 3 ATOs, USAC will treat services as month-to-month
The entire 2013 funding year will be covered Working with USAC to define and facilitate this
process – more information forthcoming
How does this affect applicants for FY 2013?
CALNET 2 Extension
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 10
CALNET 2 cannot be used for FY 2014 funding requests
Applicants can use CALNET 3 and 2013 State Form 470 for FY 2014 applications OR file their own Form 470 and conduct their own bidding processes More information on using 2013 State
Form 470 later in presentation
How does this affect applicants for FY 2014?
CALNET 2 Extension
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 11
California Office of Technology Services (OTech) posted a State Form 470 and contracts were awarded November 15, 2013
Six subcategories were awarded Multiple awardees in some subcategories Important information posted on State’s website
regarding services, pricing and awardshttp://marketing.dts.ca.gov/calnet3/
ALL PRICING IS NOW AVAILABLE ON THE STATE’S WEBSITE
Award of Category 1 Voice and Data Services
CALNET 3 Status
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 12
• Certain services under CALNET 2 are transitioned to same provider (blue)
• Certain services under CALNET 2 are now available from multiple providers (yellow)
• Not all services available under CALNET 2 have been awarded yet under CALNET 3 (white)– The State has posted an additional form 470
that could add to the available services (Broadband Services ) on the state master contract for E-rate purposes. However, this will be done outside the window, and will not be available for the current E-rate window.
Services Transition (see Grid on next slide)CALNET 2 to CALNET 3
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 CALNET 3
CALNET 2 Services
On CALNET 2 State Form
470?CALNET 2 CARRIER
On CALNET 3
Request for Bid?
On CALNET 3
State Form 470? CALNET 3 CARRIER Subcategory
CALNET 2 MSA1
POTS/1 MB YES AT&T YES YES AT&T 1.6
Centrex YES AT&T YES YES AT&T 1.6
PBX/DID Trunks YES AT&T YES YES AT&T 1.6
Voicemail YES AT&T YES YES AT&T 1.6
ISDN BRI YES AT&T YES YES AT&T 1.6
Frame Relay and ATM YES AT&T YES YES AT&T 1.6
Local Calling Plan YES AT&T YES YES AT&T 1.6
ISDN PRI and DID YES AT&T YES YES AT&T,Verizon 1.1
T-1/DS-1 YES AT&T YES YES AT&T,Verizon 1.1
T-3/DS-3 YES AT&T YES YES AT&T, Verizon 1.1
Internet NO AT&T NO NO In Process IFB-B in process
Ethernet Metropolitan Area Network NO AT&T NO NO In Process IFB-B in process
Synchronous Optical Network (SONET) NO AT&T NO NO In Process IFB-B in process
CALNET 2 MSA2
Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4
CALNET 2 MSA3
Hosted IP Telephony (VoIP) NO Verizon YES YES
AT&T, Integra, Jive, Verizon and NWN for converged VoIP only 1.2 and 1.3
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 14
• Identify services received under CALNET 2– Review CALNET 2 ATOs and bills for service– Make a list of services and ID what can be
moved to CALNET 3 now• Visit State’s website for service descriptions,
pricing and ATOs http://marketing.dts.ca.gov/calnet3/
• ID services that require an E-rate mini-bid and conduct a mini-bid if necessary (discussed later)
• Execute ATO(s) for service– An ATO must be signed by the applicant,
service provider, and the State before it is valid
Ordering Services under CALNET 3CALNET 2 to CALNET 3 Transition
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 CALNET 3
CALNET 2 Services
On CALNET 2 State Form
470?CALNET 2 CARRIER
On CALNET 3
Request for Bid?
On CALNET 3
State Form 470? CALNET 3 CARRIER Subcategory
Comment for FY 2013 State Replacement Contract ("SRC") FRNs using the dummy SPIN starting after expiration of CalNet 2 January
30, 2014
CALNET 2 MSA1
POTS/1 MB YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
Centrex YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
PBX/DID Trunks YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
Voicemail YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
ISDN BRI YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
Frame Relay and ATM YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
Local Calling Plan YES AT&T YES YES AT&T 1.6 If SRC SPIN was used no mini-bid is required
ISDN PRI and DID YES AT&T YES YES AT&T,Verizon 1.1 If SRC SPIN was used, mini-bid IS REQUIRED
T-1/DS-1 YES AT&T YES YES AT&T,Verizon 1.1 If SRC SPIN was used, mini-bid IS REQUIRED
T-3/DS-3 YES AT&T YES YES AT&T, Verizon 1.1 If SRC SPIN was used, mini-bid IS REQUIRED
Internet NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
Ethernet Metropolitan Area Network NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
Synchronous Optical Network (SONET) NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
CALNET 2 MSA2
Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4 If SRC SPIN was used, mini-bid IS REQUIRED
CALNET 2 MSA3
Hosted IP Telephony (VoIP) NO Verizon YES YES
AT&T, Integra, Jive, Verizon and NWN for converged VoIP only 1.2 and 1.3 If SRC SPIN was used, mini-bid IS REQUIRED
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 16
• If using the State Form 470 or own Form 470 allowing only bids from CALNET 3 contractors, a mini-bid is required:– All contractors capable of providing service in
subcategory must be compared – ONLY EXCEPTION is if contractor does not provide service in your area – verify and document
– Price of E-rate eligible services must be given the highest possible weight in evaluation process
– Download pricing from State’s website or contact all contractors that can provide service for quotes (keep for your e-rate records)
Multiple Contractors for ServiceE-rate Mini Bid Requirements
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 17
Sample Evaluation Matrix
E-rate Mini Bid Requirements
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 18
• Copy of evaluation matrix• Copies of pricing schedules• Copies of quotes and vendor correspondence
relating to mini-bid (if applicable)• For subcategory 1.6 Legacy
Telecommunications, copy of ATR Bulletin 13-04 showing only one possible provider http://www.dts.ca.gov/pdf/stnd/atrbulletins/2013/ATR13-04.pdf
• Copies of executed ATOs• Board minutes if contracts are taken for Board
approval
Documentation of ProcessE-rate Mini Bid Requirements
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 19
• For SRC FY 2013 funding requests, an E-rate compliant mini-bid is required for services in CALNET 3 subcategories 1.1, 1.2, 1.3 and 1.4
• Upon selecting service provider(s) sign ATOs and submit for processing as soon as possible
• Effective date on ATOs must be on or after the date on the Mini-Bid evaluation matrix
• More information coming soon on how USAC will process pending FY 2013 applications with SRC FRNs– SRC FRNs may be split into two or more
funding requests depending on providers chosen
Conduct Mini-Bid and Execute ATOsE-rate FY 2013 Next Steps
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 20
• Applicant may use State Form 470 and conduct a mini-bid if required (see grid on following slide)– If already doing a mini-bid for 2013 a second
mini-bid is not required – ATO s MUST be executed PRIOR to filing of
Form 471 and March 26 deadline by all three parties (applicant, provider, and state)
– If executing ATOs for FY 2013 a second set of ATOs is not required
• For services NOT covered under the State Form 470, applicant must file its own Form 470 and conduct its own bidding process
Converting to CALNET 3
E-rate FY 2014 Next Steps
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 CALNET 3
CALNET 2 Services
On CALNET 2 State Form
470?CALNET 2 CARRIER
On CALNET 3
Request for Bid?
On CALNET 3
State Form 470? CALNET 3 CARRIER Subcategory FY 2014 FRNs
CALNET 2 MSA1
POTS/1 MB YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
Centrex YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
PBX/DID Trunks YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
Voicemail YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
ISDN BRI YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
Frame Relay and ATM YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
Local Calling Plan YES AT&T YES YES AT&T 1.6 Refer to State Form 470, no mini-bid is required
ISDN PRI and DID YES AT&T YES YES AT&T,Verizon 1.1 Refer to State Form 470, mini-bid IS REQUIRED
T-1/DS-1 YES AT&T YES YES AT&T,Verizon 1.1 Refer to State Form 470, mini-bid IS REQUIRED
T-3/DS-3 YES AT&T YES YES AT&T, Verizon 1.1 Refer to State Form 470, mini-bid IS REQUIRED
Internet NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
Ethernet Metropolitan Area Network NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
Synchronous Optical Network (SONET) NO AT&T NO NO In Process IFB-B in process MUST do own Form 470
CALNET 2 MSA2
Long Distance YES AT&T YES YES AT&T, CenturyLink 1.4 Refer to State Form 470, mini-bid IS REQUIRED
CALNET 2 MSA3
Hosted IP Telephony (VoIP) NO Verizon YES YES
AT&T, Integra, Jive, Verizon and NWN for converged VoIP only 1.2 and 1.3 Refer to State Form 470, mini-bid IS REQUIRED
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 22
• Form 470 number is 335470001069064• Service Provider Identification Number
(“SPIN”) – Contract the service provider• Contract Award Date = date that State
signs ATO• Service Start Date = 07/01/2014• Contract End Date = Date indicated on
ATO
If using 2013 State Form 470
E-rate FY 2014 FRN Instructions
TOM TORLAKSONState Superintendent of Public Instruction
Important Deadlines• If you are on CALNET 2 now (& most public
sector CA Education/Library applicants are), then YOU MUST DECIDE for upcoming funding year what you will do for all YOUR services on CALNET 2 contract
• BY NO LATER THAN: • LAST DAY TO POST Form 470 (February
26, 2014) • Form 471 application deadline is 8:59 PM
March 26, 2014• Or use state form 470 and process ATO
immediately (Review Services on Contract)
TOM TORLAKSONState Superintendent of Public Instruction
CALNET2 AND CALNET 3 UpdatesI 2014 California Department of Education 24
• Join the E-rate e-mail list to receive updates about E-rate and the CTF programs. Subscribe to the E-rate listserv by sending a "blank" message to
• [email protected] you would like to unsubscribe from the E-rate listserv, send a "blank" message to [email protected].
How to join the CDE E-rate listserv
TOM TORLAKSONState Superintendent of Public Instruction
Join the CALNET 3 listserv
To Subscribe to the CTA_CALNET3 list
• http://www.dts.ca.gov/stnd/calnet-III/calnetIII.asp • You may leave the list at any time by sending a
SIGNOFF CTA_CALNET3 command to: [email protected], or by sending a blank email
• to: [email protected].
TOM TORLAKSONState Superintendent of Public Instruction
Future Form 470for State Master Contract
• There is an additional form 470(s) for State Master Contract posted AFTER the Window closes– This form 470/services may not be
available for the E-rate application window of 2014-2015, but will be available for the E-rate 2015-2016 E-rate application year
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 27
Conclusion
• CALNET 2 has NOT been extended through January 30, 2016 for E-rate Purposes.– Calnet 2 expires on Jan 30th, 2014 for E-rate
• Further clarification for E-rate applicants is forthcoming as information is available
• Action Items:– CALNET 3 pricing for mini-bid and process for
signing ATOs is now available, process ATO now after selection of provider
– K-12HSN/CDE is to work with USAC
TOM TORLAKSONState Superintendent of Public Instruction
CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 28
Who to Contact?
• State Library: Rushton Brandis, (916) 653-5471
[email protected]• CDE/E-rate: Doris Stephen,
916-324-9943 [email protected]
• K-12 HSN/Butte COE: Russ [email protected]