1. TOM TORLAKSON State 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.

2. CALNET 2 AND CALNET 3 Updates 2014 California Department of Education 2 TOM TORLAKSON State Superintendent of Public Instruction E-rate for California E-rate for California CALNET 2 AND CALNET 3 UPDATES January 23, 2014

3. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 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.pdf http://www.usac.org/sl/applicants/step03/state-replacement-contracts.asp http://www.usac.org/sl/applicants/step03/state-master-contracts.aspx Webinar Assumption

4. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 4 1.The role of CA Dept of Ed and State Library 2.CalNet 2 Expiration and Extension 3.Status of CalNet 3 4.Guidance for FY 2013 E-rate Funding Requests 5.E-rate Mini Bid Requirements 6.Guidance for FY 2014 E-rate Funding Requests 7.Q & A Agenda

5. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 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

6. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 6 1.California Office of Technology Services (“Otech”) 2.CALNET 2 and CALNET 3 contracts 3.Master Service Agreement (“MSA”) 4.Authorization to Order (“ATO”) 5.State Replacement Contract (“SRC”) 6.Contractor, Service Provider, Vendor 7.E-rate applicant Key Terms

7. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 7  Yesterday, the 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 Hot off the press: CALNET 2 extended through January 30, 2016 CALNET 2 Expiration

8. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 8  To be determined, pending discussions with the FCC  FCC Waiver for contract extension may be required to allow for continued filing under CALNET 2 with the 2005 State Form 470  Applicant may have option to remain on CALNET 2 or transition to CALNET 3  Additional guidance for both scenarios coming in February How does this affect applicants for FY 2013 and 2014? CALNET 2 Extension

9. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 9  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 awards http://marketing.dts.ca.gov/calnet3/  Not all pricing for all subcategories is currently available on the State’s website, but is being updated regularly Award of Category 1 Voice and Data Services CALNET 3 Status

10. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 10  Subcategory 1.1 - Dedicated Transport Contractors: AT&T, Verizon  Subcategory 1.2 - Multiprotocol Label Switching (MPLS), Virtual Private Networking (VPN) and Converged Voice over Internet Protocol (VoIP) Telephony Contractors: AT&T, Integra, Jive, NWN, Verizon  Subcategory 1.3 - Standalone VoIP Telephony Contractors: AT&T, Integra, Jive, Verizon  Subcategory 1.4 - Long Distance Calling Contractors: AT&T, CenturyLink  Subcategory 1.5 - Toll Free Voice Calling Contractors: AT&T, CenturyLink, Verizon  Subcategory 1.6 - Legacy Telecommunications Contractor: AT&T Subcategories and Awarded Contractors CALNET 3 Status

11. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 11 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 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

12. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategory CALNET 2 MSA1 POTS/1 MBYESAT&TYES AT&T1.6 CentrexYESAT&TYES AT&T1.6 PBX/DID TrunksYESAT&TYES AT&T1.6 VoicemailYESAT&TYES AT&T1.6 ISDN BRIYESAT&TYES AT&T1.6 Frame Relay and ATMYESAT&TYES AT&T1.6 Local Calling PlanYESAT&TYES AT&T1.6 ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1 T-1/DS-1YESAT&TYES AT&T,Verizon1.1 T-3/DS-3YESAT&TYES AT&T, Verizon1.1 InternetNOAT&TNO In Process IFB-Bin process Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin process Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin process CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4 CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3

13. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 13 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/ 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 3 CALNET 2 to CALNET 3 Transition

14. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 14 Applicants filed funding requests for services starting January 30, 2014 referencing the State’s Form 470 # 335470001069064 and the SRC Dummy SPIN # 143999999 How do you know if this applies to you? Review Forms 471 filed for FY 2013 Following slides show example SRC Form 471 Block 5 funding requests –MSA 1 (local voice and data) –MSA 2 (long distance) State Replacement Contract (“SRC”) CALNET 3 E-rate FY 2013 Implications

15. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 15 Example #1 Block 5 FRN #2 Local Voice and Data CALNET 3 FRN services from January 30, 2014 through June 30, 2014 FRN: 24324182432418 10. Original FRN: 11. Category of Service: Telecommunications Service12. 470 Application Number: 335470001069064 13. SPIN: 14399999914. Service Provider Name: State Replacement Contract 15a. Non-Contracted tariffed/Month to Month Service:15b. Contract Number: SRCCalNet 2 15c. Covered under State Master Contract: Y15d. FRN from Previous Year: 16a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 01/07/201318. Contract Award Date: 01/30/2014 19. Service Start Date: 01/30/201420a. Service End Date: 20b. Contract Expiration Date: 06/30/2014 21. Attachment #: ButteCOE471Y16attcalnet322. Block 4 Worksheet No.: 1529460 23a. Monthly Charges: $7,622.2023b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $7,622.2023d. Number of months of service: 6 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $45,733.20 23f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $0.00 23i. Total program year pre-discount amount ( 23e + 23h): $45,733.20 23j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $37,501.22

16. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 16 Example #1 Block 5 FRN #4 Long Distance CALNET 3 FRN services from January 30, 2014 through June 30, 2014 FRN: 24324222432422 10. Original FRN: 11. Category of Service: Telecommunications Service12. 470 Application Number: 335470001069064 13. SPIN: 14399999914. Service Provider Name: State Replacement Contract 15a. Non-Contracted tariffed/Month to Month Service:15b. Contract Number: SRCCalNet 2 15c. Covered under State Master Contract: Y15d. FRN from Previous Year: 16a. Billing Account Number:16b. Multiple Billing Account Numbers?: 17. Allowable Contract Date: 01/07/201318. Contract Award Date: 01/30/2014 19. Service Start Date: 01/30/201420a. Service End Date: 20b. Contract Expiration Date: 06/30/2014 21. Attachment #: ButteCOE471Y16ldcalnet322. Block 4 Worksheet No.: 1529460 23a. Monthly Charges: $842.2623b. Ineligible monthly amt.: $.00 23c. Eligible monthly amt.: $842.2623d. Number of months of service: 6 23e. Annual pre-discount amount for eligible recurring charges ( 23c x 23d): $5,053.56 23f. Annual non-recurring (one-time) charges: $.0023g. Ineligible non-recurring amt.: $.00 23h. Annual pre-discount amount for eligible non-recurring charges ( 23f - 23g): $0.00 23i. Total program year pre-discount amount ( 23e + 23h): $5,053.56 23j. % discount (from Block 4): 82 23k. Funding Commitment Request ( 23i x 23j): $4,143.92

17. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 17 Further guidance forthcoming pending discussions with FCC Option 1: Continue on CALNET 2 E-rate FY 2013 Implications

18. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 18 For SRC FY 2013 funding requests, an E-rate compliant mini-bid is required for SOME services in order to award an ATO under CALNET 3 –Services must have been listed under the State’s Form 470 (see grid on following slide) –Mini-bid is required for subcategories with more than one possible provider –For subcategory 1.6 Legacy Telecommunications, only one provider and no mini-bid is required Until ATOs for new services are signed, no changes to pending 2013 funding requests can be made, further guidance forthcoming Option 2: Transition to CALNET 3 E-rate FY 2013 Implications

19. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategory Comment for FY 2013 for State Replacement Contract ("SRC") FRNs using the dummy SPIN starting after expiration of CalNet 2 January 30, 2014 CALNET 2 MSA1 POTS/1 MBYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required CentrexYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required PBX/DID TrunksYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required VoicemailYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required ISDN BRIYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required Frame Relay and ATMYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required Local Calling PlanYESAT&TYES AT&T1.6If SRC SPIN was used no mini-bid is required ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED T-1/DS-1YESAT&TYES AT&T,Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED T-3/DS-3YESAT&TYES AT&T, Verizon1.1If SRC SPIN was used, mini-bid IS REQUIRED InternetNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin processMUST do own Form 470 CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4If SRC SPIN was used, mini-bid IS REQUIRED CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3If SRC SPIN was used, mini-bid IS REQUIRED

20. 20 Program Compliance I 2010 Schools & Libraries Fall Applicant Trainings State Master Contracts Only applies to state agencies, state procurement Multiple winners always require vendor selection justification If multiple vendors can provide the services to you, then you must conduct a mini-bid based on FCC rules. – Do not need to file another Form 470 – But comply with all FCC Rules regarding vendor selection (i.e., most cost effective, price must be primary, cost-effectiveness) Contract Award Date = Date you decided to purchase off State Contract. For CA = date of ATO execution – Memorialize your decision to purchase off a State Contract in an email to yourself or the file. Contracts

21. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 21 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 – NO EXCEPTIONS –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 Multiple Contractors for Service E-rate Mini Bid Requirements

22. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 22 Sample Evaluation Matrix E-rate Mini Bid Requirements

23. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 23 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 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 Process E-rate Mini Bid Requirements

24. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 24 Same guidance for using State Form 470 and mini-bid applies (see grid on following slide) ATOs MUST be executed prior to filing of Form 471 and March 26 deadline by all three parties (applicant, provider, and state) For services NOT covered under the State Form 470, applicant must file its own Form 470 –Currently these services are NOT covered by CALNET 3 at all and applicant will sign its own contract for service Create a timeline NOW and start data gathering for mini-bid process Converting to CALNET 3 E-rate FY 2014 Implications

25. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2CALNET 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 CARRIERSubcategoryFY 2014 FRNs CALNET 2 MSA1 POTS/1 MBYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required CentrexYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required PBX/DID TrunksYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required VoicemailYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required ISDN BRIYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required Frame Relay and ATMYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required Local Calling PlanYESAT&TYES AT&T1.6Refer to State Form 470, no mini-bid is required ISDN PRI and DIDYESAT&TYES AT&T,Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED T-1/DS-1YESAT&TYES AT&T,Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED T-3/DS-3YESAT&TYES AT&T, Verizon1.1Refer to State Form 470, mini-bid IS REQUIRED InternetNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Ethernet Metropolitan Area NetworkNOAT&TNO In Process IFB-Bin processMUST do own Form 470 Synchronous Optical Network (SONET)NOAT&TNO In Process IFB-Bin processMUST do own Form 470 CALNET 2 MSA2 Long DistanceYESAT&TYES AT&T, CenturyLink1.4Refer to State Form 470, mini-bid IS REQUIRED CALNET 2 MSA3 Hosted IP Telephony (VoIP)NOVerizonYES AT&T, Integra, Jive, Verizon and NWN for converged VoIP only1.2 and 1.3Refer to State Form 470, mini-bid IS REQUIRED

26. TOM TORLAKSON State 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: ASAP! LAST DAY TO POST Form 470 (February 26, 2014) Form 471 application deadline is 8:59 PM March 26, 2014

27. TOM TORLAKSON State Superintendent of Public Instruction CALNET2 AND CALNET 3 UpdatesI 2013 California Department of Education 27 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 join-cde-e-rate@mlist.cde.ca.gov. If you would like to unsubscribe from the E-rate listserv, send a "blank" message to unsubscribe-cde-e-rate@mlist.cde.ca.gov.join-cde-e-rate@mlist.cde.ca.gov unsubscribe-cde-e-rate@mlist.cde.ca.gov How to join the CDE E-rate listserv

28. TOM TORLAKSON State 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: LISTSERV@LISTSERV.STATE.CA.GOV, or by sending a blank email LISTSERV@LISTSERV.STATE.CA.GOV to: CTA_CALNET3-signoff-request@LISTSERV.STATE.CA.GOV. CTA_CALNET3-signoff-request@LISTSERV.STATE.CA.GOV

29. TOM TORLAKSON State Superintendent of Public Instruction Future Form 470 for 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

30. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 30 Conclusion CALNET 3 transition is not ready CALNET 2 has been extended through January 30, 2016 Further clarification for E-rate applicants is forthcoming Action Items: –CALNET 2 waiver with FCC – CDE/K12 HSN –CALNET 3 pricing for mini-bid and process for signing ATOs – applicant and service provider when pricing is available

31. TOM TORLAKSON State Superintendent of Public Instruction CALNET 2 AND CALNET 3 Updates 2013 California Department of Education 31 Who to Contact? State Library: Rushton Brandis, (916) 653-5471 rushton.brandis@library.ca.gov rushton.brandis@library.ca.gov CDE/E-rate: Doris Stephen, 916-324-9943 dstephen@cde.ca.gov K-12 HSN/Butte COE: Russ Selken 530-532-5678 rselken@bcoe.org