Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Zeller and Associates, LLC This presentation is available at Click on “Presentation: Joliet: May 7, 2014”Presentation: Joliet: May 7, 2014 The e-Rate Program

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Overview 2.Timelines 3.Changes 4.Help Agenda The e-Rate Program

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall The e-Rate Program Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Federal Communications Commission (FCC), an independent U.S. government agency, established and oversees the E-rate program Universal Service Administrative Company (USAC), a not-for-profit, administers the E-rate program along with three other programs Schools and Libraries Program (SLD) is the part of USAC with responsibility for E-rate E-rate Organization Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Congress directed the FCC to establish the E-rate program in 1996 The FCC sets rules and policies through orders USAC and the Schools and Libraries Division develop procedures for specific actions, such as how to process applications E-rate Rules Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Commitments for E-rate are made by the funding year (FY), which runs from July 1 through the following June 30 USAC refers to the funding year as the year in which most services will begin, e.g., FY2014 is July 1, 2014 to June 30, 2015 Funding Year Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall The FCC has set the E-rate fund at $2.25 billion for each funding year. However, beginning in FY 2010, the cap is now adjusted for inflation each year Once each year, FCC can roll over unused funds from previous funding years into the current funding year Budget Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Who is eligible for E-rate funding? – Schools and school districts Non-traditional facilities (conditionally by state) – Libraries and library systems – Consortia – groups of eligible entities that band together to aggregate demand and negotiate lower prices Eligibility Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Discounts are percent of eligible costs Discount level for a school or library depends on: – Percentage of students who are eligible for National School Lunch Program (NSLP) in (for a school) the school (for a library) the school district in which the library is located – Urban or rural location of the school or library Discounts Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Discount Matrix Overview INCOME % of students eligible for NSLP URBAN LOCATION Discount RURAL LOCATION Discount If the % eligible is......and you’re in an URBAN area, your discount will be......and you’re in a RURAL area, your discount will be... Less than 1%20%25% 1% to 19%40%50% 20% to 34%50%60% 35% to 49%60%70% 50% to 74%80% 75% to 100%90%

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Priority 1 (P1): funded first – Telecommunications Services – Internet Access – Telecommunications (leased dark fiber) Priority 2 (P2): funding starts with neediest applicants – Internal Connections – Basic Maintenance of Internal Connections Categories of Service Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Internet Phone Category of Service Priority One (P1) Funded First

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Category of Service Priority Two (P2) funded beginning with neediest applicants X X X

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Overview Process

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall The e-Rate Program Timelines

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Timelines Overview

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall e-Rate Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Estimate of Demand: FY 2013

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Estimate of Demand: FY 2014

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Within five years, connect 99 percent of America’s students to high speed wireless within their schools and libraries at speeds no less than 100 Mbps with a target of 1 Gbps. Obama’s ConnectED Initiative Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Increase broadband connectivity 2.Improve the cost-effectiveness of e-Rate funds 3.Streamline the Program Goals Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Decrease/end support for analog voice Devise new methods of funding Internal Connections – Per student? Tech Planning? Increase broadband connectivity Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Consortia – Diocese? – ICN: sorta… – MiCTA Cost-effectiveness of e-Rate Funds Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Eliminate the 470??? Streamlining the Program Changes

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall e-Rate Zeller and Associates, LLC

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall We prepare the documents and file the forms You inform us of changes and additions in advance You provide us with the information we need You make the decisions You keep the records Full Service Zeller and Associates, LLC

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Group Filing Sessions – 470 in October – 471 in January Guidance Documents – 486 – 472 (BEAR) Available for questions By “Form” Service Zeller and Associates, LLC

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Phone: (888) Fax: (888) Website: With questions, please contact USAC! Contacts

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Gerry Zeller V: F: Zeller and Associates, LLC Or Zeller and Associates, LLC

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Questions?

Based on Beginner’s Presentation I 2012 Schools and Libraries Fall Applicant Trainings: Modified Fall Thank you!