1. E-rate 2015 Form 471 Changes to HOW you apply E-rate Modernization E-rate Modernization 2015 1

2. What is the role of CDE, K-12 HSN and State Library?  Have no statutory authority to administer the federal E- rate program  May only offer general information about the E-rate/CTF 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 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. General Information & Updates E-rate Modernization 2015 2

3. Form 471 filing window: – Opens at noon EST on Wednesday, January 14, 2015 – Closes at 11:59 PM EST on April 16, 2015 Last possible day to file the Form 470: – Thursday, March 20, 2015 Deadlines E-rate Modernization 2015 3

4. What is the Form 471? – The mechanism to request funding Specific services, e.g. voice, digital transmission Specific dollar amount Specific locations Specific time frame Certifies that you followed all program rules Form 471 E-rate Modernization 2015 4

5. When to File the Form 471 E-rate Modernization 2015 5 Posted for 28 days (including RFP if using) Received bids 470 AFTER 28 days – evaluated bids Filled out Bid Evaluation Matrix Bids Awarded bids (Board Approval if needed) Signed contracts Award April 16, 2015 at 8:59 p.m. BEFORE

6. A new Form 471 must be filed EVERY YEAR – For Month-to-Month services – For Contracted services Have key information ready prior to starting your Form 471 – Enrollment and NSLP (use upload template to assist in collecting data) – Category 2 budget by site (if requesting Cat 2 services) – Details for Online Item 21 (templates will help you know what information is needed) Form 471 - Reminders E-rate Modernization 2015 6

7. Changes for 2015 NEW Online Format Form 471 E-rate Modernization 2015 7

8. Supported web browsers: – Internet Explorer versions 9 and 10 – Firefox – most recent version – Chrome – most recent version – Safari – most recent version Clear your browser’s cache/cookies/history before starting form Blue chevrons at top of form indicate where you are in the form Form 471 – Helpful Hints Basic Information Discount Calculation Funding Requests Certifications & Signatures E-rate Modernization 2015 8

9. New online Form 471 – Designed to separate Category 1 services from Category 2 services – Category 1 Phase Out services must be on its own 471 Plan ahead to identify cost for services being phased out and put them on a separate application from Category 1 services that are not being phased out. Form 471 – Helpful Hints E-rate Modernization 2015 9

10. If you experience “error” messages – save, exit the system and log back in Print Preview will not be available prior to the close of the window – Do print screen and save as PDF as an alternative SLD Daily tips: http://www.usac.org/sl/default.aspx http://www.usac.org/sl/default.aspx Form 471 – Helpful Hints E-rate Modernization 2015 10

11. TRAINING SITE: http://sldtraining.usac.org/http://sldtraining.usac.org/ LIVE SITE: http://www.sl.universalservice.org/menu.asp http://www.sl.universalservice.org/menu.asp Access the Form 471 E-rate Modernization 2015 11

12. Optional Templates Form 471 – Templates E-rate Modernization 2015 12

13. Optional templates: – Available for all forms: Discount Calculations TemplatesDiscount Calculations Templates One for Schools One for Libraries – Specific to type of service: Item 21 TemplatesItem 21 Templates Internet Access, Telecommunications Services, Voice Services Internal Connections Managed Internal Broadband Services Basic Maintenance of Internal Connections http://www.usac.org/sl/tools/forms/471- templates.aspx Form 471 – Aids to completing E-rate Modernization 2015 13

14. Optional templates: – All templates include macros and dropdown menus. Important not to disable or interfere with in order for the upload to work Use only the provided templates – Check the website from time to time for updated versions – Especially helpful if you are submitting multiple applications over a period of time. Form 471 – Aids to completing E-rate Modernization 2015 14

15. Use a Excel 2007 or newer for completing and uploading templates – Enter data from left to right, one row at a time – DO NOT use copy down or copy right – Use the paste special/text command when pasting data from an external source, e.g. the internet – Use the paste/values command when pasting from within the template or from another spreadsheet Form 471 Templates– Helpful Hints E-rate Modernization 2015 15

16. Hover over corners for more information Discount Calculations Template E-rate Modernization 2015 16

17. Drop down menus – for consistency Discount Calculations Template E-rate Modernization 2015 17

18. Drop down menus – select appropriate opt. Category 1 – Item 21 Template E-rate Modernization 2015 18

19. Drop-down menus Category 1 – Item 21 Template E-rate Modernization 2015 19

20. Useful in collecting necessary information to complete a Funding Request – Most useful if you have multiple services from a single service provider. E.g. PRI, voice T1, Centrex Use of Templates E-rate Modernization 2015 20

21. Planning Ahead Information Checklist Form 471 – Detailed Review E-rate Modernization 2015 21

22. No template available for the following information: First section: – Nickname for the form – Service Type – Establishing Form 470 – Service Provider Identification Number (SPIN) Form 471 – Information Checklist E-rate Modernization 2015 22 Category 1Category 2 TelecommunicationsInternal Connections VoiceManaged Internal Broadband Services Internet AccessBasic Maintenance of Internal Connections

23. Billing Account Number Service information – Tariff, Month-To-Month, Contracted – Contract Award Date (CAD) – Contract Expiration Date (CED) – Service Start Date (SSD) – Voluntary Extensions? If YES – total number of extensions and total number of months left on contract, including all extensions Form 471 – Information Checklist E-rate Modernization 2015 23

24. State Master Contract – Yes or No Continuing FRN from prior year – Yes or No – If YES, cite that FRN Narrative of service Pricing Confidentiality – Yes or No – If YES, cite the law or statute Form 471 – Information Checklist E-rate Modernization 2015 24

25. Next – Enter Item 21 services Can be a single line item or multiple – Select who is receiving the services: Managed Entities One or more entities Enter as many FRNs as needed to cover your eligible services Review and submit the form Certify to complete the process Form 471 E-rate Modernization 2015 25

26. Step by step video for filing out the Form 471 – Check online at http://www.k12hsn.org/programs/erate/training_ materials.php http://www.k12hsn.org/programs/erate/training_ materials.php Upcoming Trainings E-rate Modernization 2015 26

27. Contact information State Library: Jarrid Keller (916) 653-4023 JarridKeller@library.ca.govJarridKeller@library.ca.gov CDE: (916) 324-9943 E-RATE@cde.ca.govE-RATE@cde.ca.gov K-12 HSN/Butte COE: Russ Selken (530) 532-5678 rselken@bcoe.orgrselken@bcoe.org HELP! E-rate Modernization 2015 27