Education Technology K-12 Voucher Program Molly Carbo RIMS CTAP

Overview The Education Technology K-12 Voucher Program resulted from the Settlement Agreement between California consumers and Microsoft Corporation. Two-thirds of the funds remaining after the consumer settlement has been satisfied will be available for dissemination via vouchers to eligible schools.

Settlement Conditions and restrictions determined by legal settlement Total for California is about $500,000,000 Estimated voucher amount: $ per student Small school formula: –1-100 students funded at 100 students – students funded at 200 students – students funded at 300 students

Settlement Timeline RFA posted online with allocation amounts 9/18/06 SCA begins taking calls / s about product eligibility 9/20/06 RFA deadline 6/30/08 End of program Voucher amount recalcu- lated POs eligible to redeem 8/1/129/1/087/1/06

Eligibility Eligible schools are ALL K-12 public schools at which at least 40% of the attending students are eligible to receive free or reduced price meals. Eligible schools also include all public high schools in California that serve students from eligible elementary, middle and junior high schools (Feeder School Provision).

Feeder School Provision A public high school serves: –Grade 9 only, or –One or more grades 10-12, and no grade below 7 Feeder School for a regular public high school –Eligible elementary, middle, or junior high school that resides within the attendance boundaries of the high school Feeder School for open enrollment or magnet high school –Students currently enrolled from eligible elementary, middle, or junior high school Transfer students do NOT make a school eligible!

High School Eligibility 40%35%40%35% 25% Elementary & Middle SchoolsHigh School Eligible Elementary Eligible Middle Eligible High School

Application Process LEAs apply on behalf of their eligible schools –LEA views list of eligible elementary, middle/junior high, and high schools, based upon the October 2005 CBEDS –If the LEA has high schools with less than 40% free or reduced lunch eligibility, on a school by school basis they must identify ONE eligible elementary or middle/junior high feeder school for each high school

Application Process Application Narrative –District enters 2 paragraph narrative on how the vouchers will be utilized to support implementation of the district’s technology plan –County Offices, Direct-Funded Charters, & State Special Schools enter 2 paragraph narrative on how the vouchers will be utilized to support implementation of their technology plan or other planning document

Application Process Documentation –LEA submits application electronically for approval –LEA prints application, obtains original ink signature, and files application for audit purposes (similar to ConApp process)

Application Process District gets PIN & Password from CDE to apply for eligible schools Log on 1.Enters 3 names to submit vouchers 2.View eligible schools 3.If needed for H.S., identify 1 feeder 4.Narrative on voucher use LEA prints application, obtains an original ink signature, and files for audit purposes LEA submits application electronically for approval

RFA Approval Process Once the LEA has submitted its application: –The CDE reviews, approves, and submits the information to the Settlement Claims Administrator (SCA). –The SCA sends the Voucher Award letter to the LEA.

Voucher Allocation October 2005 verified CBEDS data $98 to $150 per student Based upon total enrollment at eligible schools LEAs may determine amount of vouchers to be utilized at each school, but vouchers may only be utilized at eligible schools.

Voucher Allocation by Type $$

Voucher 50%-50% General Purpose Software Operating System (e.g. Windows) Word Processing (e.g. MS Word) Spreadsheet (e.g. MS Excel) Presentation (e.g. MS PowerPoint) Desktop database (e.g. MS Access) Web-authoring (e.g. MS Front Page) Productivity Suite (e.g. MS Office) Encyclopedia (e.g., MS Encarta) Server (e.g. Windows Server) Qualifying Hardware Laptop Desktop Tablet Server Peripherals Professional Development Certification Training Evaluation Tools Non-custom Software IT Support Services

Software Vouchers May only be redeemed for any non-custom software title from any publisher that has substantially similar functionality to the identified Microsoft software titles or their successors.

Software Vouchers Operating system (e.g. Microsoft Windows) Word processing (e.g. Microsoft Word) Spreadsheet (e.g. Microsoft Excel) Presentation (e.g. Microsoft PowerPoint) Desktop database (e.g. Microsoft Access) Web-authoring (e.g. Microsoft Front Page) Productivity and/or Productivity Suite (e.g. Microsoft Office or Works) Encyclopedia (e.g. Microsoft Encarta)

Software Vouchers Server software, including client access licenses Eligible software bundled with a computer purchased with General Purpose Vouchers License program that gives students the option to use eligible software at home Cost of software may not exceed standard academic price

General Purpose Vouchers Qualifying hardware: –New desktop, laptop or tablet computer for any operating system –Peripheral devices, specifically meaning printers, scanners, monitors, keyboards and pointing devices (e.g., mouse, trackball, etc.) –Equipment needed for networking and infrastructure (e.g., routers, servers, wireless network cards, or wireless access points)

General Purpose Vouchers Qualifying hardware: –Hardware for accessing the Internet through television sets and Internet access for such hardware for students' homes –Non-custom assistive technology devices for use by students with special needs –Warrantees for qualifying hardware Cost of products may not exceed standard academic price

General Purpose Vouchers Qualifying software: –Non-custom software title from any publisher –Must be designed for use on qualifying hardware Evaluation Tools: –Monitoring use of vouchers –Gathering evaluation data Cost of software or evaluation tools may not exceed standard academic price

General Purpose Vouchers IT Support Services: –Primarily involve the support and maintenance of hardware procured through this Settlement –Primarily involve the installation and maintenance of software procured through this Settlement Cost of products may not exceed standard academic price

General Purpose Vouchers Professional Development Services: –Leadership development for school administrators in the use of education technology –General curriculum development and instructional strategies which utilize educational technology –Improvement of technology integration for any software title acquired through the Settlement –Training in the use of any hardware or any software title acquired through the Settlement –Certification training for software and networking

Voucher Mantra Before purchasing products or services –Contact SCA to verify eligibility Settlement Claims Administrator Web: Phone: (7:00 a.m. to 4:30 p.m. PST)

Voucher Restrictions x x x x x x x HandheldsVideo conferencing Memory or Storage Devices LCD ProjectorsCables, SpeakersCDs and other media

Voucher Restrictions Vouchers may be not be redeemed for: –Costs for substitutes –Salaries (unless directly related to goods and/or services purchased with program vouchers, such as IT support and professional development, and the LEA is an approved provider) –Insurance for purchased products –Indirect costs

Voucher Restrictions Supplement not supplant rule applies Vouchers may not be redeemed for the discounted or reimbursed portion of a product and/or service –E-rate –AB 466 –AB 430 Approved providers only –IT Services –Professional Development Services

Voucher Redemption Steps The LEA contacts the SCA to verify product or service eligibility LEA purchases the allowable goods or services using existing funding LEA submits the voucher redemption form with required documenta- tion to the SCA Once approved, the SCA sends the check to the LEA along with an updated voucher form (30 days)

Voucher Redemption Process The SCA reviews submission and follows up with LEA if corrections are needed Once approved, the SCA sends the check to the LEA along with an updated voucher form –30 day turn-around The SCA is required to post, on a public Web site, the voucher award amount and redemption status for all LEAs

Voucher Redemption Process 9/20/ SCA begins verifying product or service eligibility –Confirmation number for allowable products –If product is not in their internal database, SCA staff will research and get back to you within 30 days Description of required documentation is found on back of voucher redemption forms –Original, itemized invoice –Verification of academic pricing

Voucher Redemption Issues Be aware that vendors may believe that any of their products or services are allowable because they are on the approved professional development or IT services provider list –There is NO list of approved products –Verification of eligibility is district responsibility If goods or services are also eligible for discounts or reimbursement, setup claims to avoid double- dipping

For More Information CDE Ed Tech Voucher Program Web Site: CTAP Ed Tech Voucher Program Web Site: Kathleen Steele Molly Carbo

Questions?

The Opportunity & The Challenge Show impact & show a return on your investment –Slow down Breathe - there is no rush, the funds are secure Dream - create the big picture –Plan Look to your Tech Use Plan Focus on content area(s) or grade spans Plan for the future –Practice best practices Consider total cost of ownership Remember - the research points toward professional development

Application Planning Identify eligible feeder schools for high schools <40% FRPL, if applicable Assemble team of stakeholders –Eligible school sites –Curriculum –Technology –Parent/Community Review current technology plan

Application Planning Identify how K-12 Vouchers can support district technology plan’s goals and objectives –Curriculum –Professional development –Hardware, Software, Infrastructure, Technical Support Analyze current data Create 4-6 year plan to expend funds in support of technology plan objectives

Implementation Assemble Stakeholders Review Tech Plan Curriculum & Professional Development How can vouchers support state- approved technology plan? Provide for: Professional Development Total Cost of Ownership Make plan for 4-6 years

RIMS CTAP Services For Administrators –Administrators’ Conference –DataTrek –AB 430 Module 3 For Teachers –Technology Integration Coaching –Digital Classroom training –Technology Resources to Support Adopted Materials training For Site Teams –Data Teams