CALIFORNIA DEPARTMENT OF EDUCATION Jack O’Connell, State Superintendent of Public Instruction Education Technology K-12 Voucher Program

JACK O’CONNELL State Superintendent of Public Instruction Age of Computers in California Schools

JACK O’CONNELL State Superintendent of Public Instruction Classrooms Connected to the Internet

JACK O’CONNELL State Superintendent of Public Instruction Teacher Technology Training over 3 Years

JACK O’CONNELL State Superintendent of Public Instruction How Ed Tech K-12 Vouchers are Allocated Qualifying Schools – All benefits will go to: Public schools at which 40% or more of the students qualify for free or reduced price meals through the National School Lunch Program Public high schools serving students that come from eligible elementary or middle schools

JACK O’CONNELL State Superintendent of Public Instruction How Ed Tech K-12 Vouchers are Allocated Districts must have a current, state- approved technology plan Districts are required to apply for the vouchers on behalf of their eligible schools State Special Schools, Direct Funded Charter Schools, and County Offices of Education do not have to meet the state-approved technology plan requirement and will apply on their own behalf

JACK O’CONNELL State Superintendent of Public Instruction How Ed Tech K-12 Vouchers are Allocated Vouchers All program benefits will be paid to schools in the form of vouchers that can be redeemed for cash upon proof that eligible schools have purchased qualifying products or services Vouchers must be redeemed by September 2012

JACK O’CONNELL State Superintendent of Public Instruction How Ed Tech K-12 Vouchers are Allocated Vouchers The October 2005 CBEDS data will be used to determine the amount of vouchers for each eligible school Allocation is based upon the total enrollment at eligible schools The initial allocation will be approximately $50 per student and will be increased in early 2007

JACK O’CONNELL State Superintendent of Public Instruction How Ed Tech K-12 Vouchers are Allocated Two Types of Vouchers: General Purpose Vouchers: 50% of the vouchers will be for a variety of hardware and software products and technology services Specific Category Software Vouchers: 50% of the vouchers will be for specific categories of computer software

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used General Purpose Vouchers: Computer Hardware Computer Software IT Support Services Professional Development Services

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used Computer Hardware: Desktop Computers Laptop Computers Tablet Computers Server Computers Printers Scanners Monitors Keyboards Pointing devices (e.g., mouse or trackball)

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used Computer Hardware (cont.): Equipment for networking and infrastructure (e.g., routers, wireless network access cards, wireless access points) Hardware for accessing the internet through television sets and internet access for such hardware for students’ homes Non-custom assistive technology devices

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used Computer Software: Any non-custom software sold by any software publisher for use on qualifying eligible computer hardware Non-custom software for students with special needs Evaluation tools to assist in monitoring use of the vouchers

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used IT Support Services: Services that “primarily” involve the maintenance of hardware procured through this program Services that “primarily” involve the installation and maintenance of software procured through this program

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used Professional Development Services: Leadership development for school administrators in the use of education technology to improve learning at the site or district General curriculum development and instructional strategies which utilize educational technology to improve instruction

JACK O’CONNELL State Superintendent of Public Instruction How General Purpose Vouchers can be Used Professional Development Services: Improvement of technology integration for any software title acquired through this program Training in use of hardware or software acquired through this program Certification training for software and networking

JACK O’CONNELL State Superintendent of Public Instruction How Specific Category Software Vouchers can be Used Specific Category Software Vouchers: Operating System Word Processing Spreadsheet Presentation Software Relational Database (oriented toward single users for desktop computers) Web Authoring Productivity Suite Encyclopedia Server Software (including client access licenses)

JACK O’CONNELL State Superintendent of Public Instruction How Specific Category Software Vouchers can be Used Specific Category Software Vouchers: Any qualifying software from any publisher for use on any operating system platform Includes qualifying software that is bundled with the computers purchased with General Purpose Vouchers NOTE: You will want to use the Specific Category Software Vouchers for software instead of General Purpose Vouchers whenever possible

JACK O’CONNELL State Superintendent of Public Instruction IT and Professional Development Services Approved provider Eligible services General Purpose Vouchers

JACK O’CONNELL State Superintendent of Public Instruction Approved Provider List Platform neutral High-quality professional development or IT services Vendors and districts may apply Listed on CDE website

JACK O’CONNELL State Superintendent of Public Instruction IT Support Services Primarily Involve: Maintenance of hardware procured through this program Installation and maintenance of software procured through this program

JACK O’CONNELL State Superintendent of Public Instruction Professional Development Solely Directed at: Leadership development Curriculum and instructional strategies Software integration Training on hardware or software acquired with vouchers Must incorporate the use of education technology

JACK O’CONNELL State Superintendent of Public Instruction Approval of Products and Services By the Settlement Claims Administrator Only schools and districts may inquire Vendors cannot inquire

JACK O’CONNELL State Superintendent of Public Instruction Vendor Marketing Do not rely on vendor statements –About product approval –About voucher program Direct questions to the Settlement Claims Administrator

JACK O’CONNELL State Superintendent of Public Instruction Possible Consequences for Vendor Misrepresentations Legal liability Removal from Approved Providers List Disapproval of Products and Services

JACK O’CONNELL State Superintendent of Public Instruction Required Documentation for Product and Service Purchases Completed Original Voucher Redemption Form Original proof of purchase –For purchases from vendors, the original itemized receipt or invoice –For services provided through the district, the original spreadsheet, worksheet or internal service order

JACK O’CONNELL State Superintendent of Public Instruction Voucher Redemption Process Districts must submit an original Voucher Redemption Form for reimbursement of purchases made for eligible schools

JACK O’CONNELL State Superintendent of Public Instruction Voucher Redemption Form Page 1 of the Voucher Redemption Form contains the balance statement for the district Page 2 is separated into sections for Product Purchases and IT Support Services and Professional Development (PD) Services Purchases

JACK O’CONNELL State Superintendent of Public Instruction

Page 1: Balance Statement

JACK O’CONNELL State Superintendent of Public Instruction Page 2: Product Purchases

JACK O’CONNELL State Superintendent of Public Instruction Page 2: IT and PD Services Purchases

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase Circle items on the original receipt or invoice that are submitted for reimbursement

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase If claiming individual items on an invoice or receipt, circle the dollar amount of the products submitted for reimbursement

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase If claiming all items on the invoice or receipt for reimbursement, circle the total invoice price paid

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase If only a portion of a purchase is being claimed for reimbursement, clearly indicate the amount claimed on the invoice or receipt

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase Clearly indicate amount of rebate/discount and actual price paid on the receipt or invoice

JACK O’CONNELL State Superintendent of Public Instruction Proof of Purchase Prices for products and services must be itemized - When a computer is purchased with operating system or application software pre-installed, the price of the software must be itemized on the proof of purchase if you wish to apply Specific Category Software Vouchers to cover the cost of the software

JACK O’CONNELL State Superintendent of Public Instruction Price Certification Vendor price certification must be clearly visible on the proof of purchase Vendor certification may be typed or handwritten

JACK O’CONNELL State Superintendent of Public Instruction Price Certification Examples Sample certification wording for vendors without academic pricing Sample certification wording for vendors with academic pricing

JACK O’CONNELL State Superintendent of Public Instruction IT Support Services Documentation must show: -Name of products procured through this settlement being installed or maintained -Flat rate, or hourly rate if applicable -Number of hours spent on the installation or maintenance -Date of installation or maintenance

JACK O’CONNELL State Superintendent of Public Instruction IT Support Services Documentation Example

JACK O’CONNELL State Superintendent of Public Instruction Professional Development Services Documentation for Professional Development services must show: -Name of PD event -Agenda and summary of content -Flat rate, or hourly rate if applicable -Number of hours spent on the PD -If products procured through this settlement were the focus of the PD, then the names of those products should be listed -Dates of the PD -If products received as part of the PD, products and their cost listed separately

JACK O’CONNELL State Superintendent of Public Instruction Approved Providers All services must be provided by an Approved Provider of Professional Development or IT Support Services Note that Approved Provider list does not mean that all services offered by the provider are eligible

JACK O’CONNELL State Superintendent of Public Instruction Voucher Restrictions Vouchers may not be redeemed for: –Costs for substitute teachers –Salaries (unless directly related to goods and/or services purchased with program vouchers- such as IT support and professional development, and the district is an approved provider) –Insurance on goods acquired with program vouchers (warranties are OK) –Indirect costs

JACK O’CONNELL State Superintendent of Public Instruction Voucher Redemption Timeline Reimbursement checks will be mailed to districts within approximately 30 days from receipt of voucher redemption transaction requirements

JACK O’CONNELL State Superintendent of Public Instruction Voucher Redemption Flowchart No District submits voucher redemption requirements to Settlement Claims Administrator (SCA) SCA reviews redemption transaction for requirements Deficiencies ? SCA processes voucher redemption transaction SCA distributes check, updated balance statement and redemption form to district SCA contacts district with request for information District submits requested information Yes SCA updates balances on the distribution date at

JACK O’CONNELL State Superintendent of Public Instruction Purchases for Reimbursement The start date for purchases eligible for redemption is July 1, 2006 Vouchers must be redeemed by the districts within six years

JACK O’CONNELL State Superintendent of Public Instruction What determines the date for a purchase? Vendor products or services: Date of the invoice received from the vendor District services: Date the service was completed

JACK O’CONNELL State Superintendent of Public Instruction Examples of Ineligible Products Personal Digital Assistants (PDAs) Laptop carrying cases (unless purchased with the laptop)

JACK O’CONNELL State Superintendent of Public Instruction Examples of Ineligible Products Custom software Computer devices and components (other than printers, scanners, monitors, keyboards and pointing devices) are ineligible when they are not included as part of the purchase of a computer

JACK O’CONNELL State Superintendent of Public Instruction Examples of Ineligible Products Computer devices and components include such items as: –CD-Rom or DVD drives –Speakers –Tape backup or storage units

JACK O’CONNELL State Superintendent of Public Instruction Product Eligibility Questions For information on what products and services are eligible for reimbursement, go to and click on Frequently Asked Questions (FAQs) your product inquiry to Contact the Call Center toll free at

JACK O’CONNELL State Superintendent of Public Instruction Product Eligibility: Caution Be wary of any vendor claims that their products or services are eligible for redemption. Schools and districts are responsible for verifying that the product or service is eligible for redemption prior to making a purchase

JACK O’CONNELL State Superintendent of Public Instruction Product Eligibility: Caution Only the Settlement Claims Administrator can confirm eligibility of a specific product or service

JACK O’CONNELL State Superintendent of Public Instruction Products Placement Requirement Products are for use in eligible schools only Products may not be transferred to ineligible schools Eligible schools may replace or retire products when appropriate Networking equipment that provides a substantial benefit to eligible schools may be placed at a district location

JACK O’CONNELL State Superintendent of Public Instruction Claims Administrator Contact Information By phone: By Website:

JACK O’CONNELL State Superintendent of Public Instruction CDE Contact Information Education Technology Office: By phone: By Website:

JACK O’CONNELL State Superintendent of Public Instruction Questions your questions regarding this presentation to: