1. Michigan Charter School Meeting How a Sound E-Rate Strategy Can Help Fund and Build 21 st Century Learning Environments How a Sound E-Rate Strategy Can Help Fund and Build 21 st Century Learning Environments April 16, 2007

2. Intelagent Resources  Founded in 2003 by Remy Bibaud B.S., M.S.  Provide change management and technology consulting services that create both operational and frontline service level improvements for K20 education, non profit and government clients  Utilize highly qualified subject matter experts (SME’s) to analyze, plan, implement and deploy  Recognized as an emerging leader in strategic technology consulting for education and non profit organizations in Western PA  Pennsylvania certified Women Business Enterprise (WBE)

3. Clients  Arsenal Family and Children’s Center  Bethlehem Center School District  Boys and Girls Club of Western PA  Butler Area School District  Delaware Valley Charter High School  Diocese of Pittsburgh Catholic Schools  Elizabeth Forward School District  Fox Chapel Area School District  Mon Valley Education Consortium  Moon Area School District  Mt. Lebanon School District  Northside Urban Pathways  Peters Township School District  Pittsburgh Public Schools  Pittsburgh Zoo and PPG Aquarium  Propel Charter Schools  3 Rivers Connect  tREAT  School District of Philadelphia  Womens Center and Shelter

4. Consulting Services Implementation Analysis PlanningDeployment

5. E Rate Basics  E Rate (Educational Rate)  E Rate is NOT a Grant, it is a Federal program paid for by U.S. consumers Phone Bill: Universal Service Charge = E Rate

6. E Rate Overview  Provides discounts to E Rate eligible schools and libraries for Telecommunication Services, Internet Access, Internal Connections, and Basic Maintenance  Applicants can be schools, libraries, or consortia, but only eligible recipients of services can receive discounts. Applicants must apply for discounts each year.  Funding is capped at $2.25 billion annually.  Funding Year History 2004: $2,301,688,489.16 committed 2005: $2,040,253,861.30 committed 2006: $1,812,011,867.03 committed to date

7. E-Rate Eligible Entities  Must meet the statutory definition of elementary or secondary school found in the No Child Left Behind Act of 2001.  Must be a non-profit institutional day or residential school, including a public charter school, that provides elementary or secondary education, as determined under state law.  Must not be operating as a for-profit business or have an endowment exceeding $50 million.

8. Eligible Services Priority 1: Telecommunications Services 1. Local and Long Distance 2. Cell Phone Services 2. Cell Phone Services 3. Voice, Data, Video 4. Internet Access/Services 5. Web Hosting Priority 2: Internal Connections 1. Internal Connections (switches, hubs, routers, wiring) 1. Internal Connections (switches, hubs, routers, wiring) 2. Basic Maintenance on Internal Connections 2. Basic Maintenance on Internal Connections 3. Wireless Access Points, Wireless Cards 3. Wireless Access Points, Wireless Cards 4. % of Distance Education Equipment 4. % of Distance Education Equipment 5. Consulting Services related to Priority 2 implementation 5. Consulting Services related to Priority 2 implementation Note: Priority 1 funded first, then Priority 2 funded beginning with neediest applicants (90%, 89%, 88%, etc.)

9. How can E-Rate Help Your School

10. Less than 1% 20%25% 1% to 19% 1% to 19%40%50% 20% to 34% 20% to 34%50%60% 35% to 49% 60%70% 50% to 74% 80%80% 75% to 100% 90%90% If the % of students in your school that qualifies for the National School Lunch Program is… …and you are in an URBAN area, your discount will be… …or if you are in a RURAL area, your discount will be… How is a School’s Rate Determined? School’s Priority 2 Rate (90%) School’s Priority 1 Rate (90%)

11. E-Rate Statistics for MI 2004 Total Funding: $49,978,754.35 2005 Total Funding: $69,723,591.82 2006 Total Funding: $44,174,321.09

12. Data Accuracy is IMPERATIVE Your school/district’s F&RL numbers define your E- Rate discount % Your school/district’s F&RL numbers define your E- Rate discount % E-Rate uses the state’s National Lunch program report to verify your schools discount and accuracy of your % request (Federal TITLE I&II also use this report) E-Rate uses the state’s National Lunch program report to verify your schools discount and accuracy of your % request (Federal TITLE I&II also use this report) Tips for making sure your numbers are accurate: Tips for making sure your numbers are accurate: –Create a streamlined P.R. and Collection process –Dedicate a staff member to these processes –Consider Sibling searches –Positively encourage the return of lunch forms (giveaways, rewards)

13. Things to AVOID if you are considering E-Rate Long Term Contracts with telecom vendors (instead go month to month) Long Term Contracts with telecom vendors (instead go month to month) Planning construction w/out considering E- Rate for telecom infrastructure Planning construction w/out considering E- Rate for telecom infrastructure Assigning cabling/phone/telecom vendors w/out competitive bid process Assigning cabling/phone/telecom vendors w/out competitive bid process Network hardware acquisitions w/out competitive bid or state/federal contract vehicle Network hardware acquisitions w/out competitive bid or state/federal contract vehicle

14. Charter Client A Profile: Urban Charter School System in Pittsburgh with 5 school sites and 1 central admin Urban Charter School System in Pittsburgh with 5 school sites and 1 central admin 80, 87 and 90% F&RL Status across school sites 80, 87 and 90% F&RL Status across school sites Total prior E Rate funding $26,000+ Total prior E Rate funding $26,000+Goal: To create substantial sustainable funding opportunities that will drive the Charter System’s infrastructure build-out and accelerate infusion of new technologies w/corresponding expanded functionalities. 2006/2007 Year Total Funding Committed to date: Priority 1: $115, 831.80+ (Funds committed 4/26/06) Priority 2: $99,048.76 (Funds committed 1/23/07) TOTAL: $214,880.56+

15. Charter Client A (cont’d) Goal: To create substantial sustainable funding opportunities that will drive the Charter System’s infrastructure build-out and accelerate infusion of new technologies w/corresponding expanded functionalities. –Construction of 2 new school sites 2007/2008 Year Funding Request: Priority 1: $186,876.10 Priority 2: $257,312.25 TOTAL: $444,188.35

16. Charter Client B Profile: Urban Charter High School in Philadelphia with 1 school site Urban Charter High School in Philadelphia with 1 school site 90% F&RL 90% F&RL Prior E Rate funding $0 Prior E Rate funding $0Goal: To create substantial sustainable funding opportunities that will drive the Charter school’s infrastructure build-out and accelerate infusion of new technologies w/corresponding expanded functionalities. 2007/2008 Funding Request: Priority 1: $77,576.29 Priority 2: $146,980.41 TOTAL: $224,556.67

17. Charter Client C Profile: Urban Charter Middle School and High School in Pittsburgh with 1 school site Urban Charter Middle School and High School in Pittsburgh with 1 school site 90% F&RL 90% F&RL Prior E Rate funding $0 Prior E Rate funding $0Goal: To create substantial sustainable funding opportunities that will drive the Charter school’s infrastructure build-out. Focus on Priority 1 ONLY. 2007/2008 Funding Request: Priority 1: $37,649.12 TOTAL: $37,649.12

18. Planning a Winning Strategy  Identify current infrastructure by site (network equipment, servers, computing devices, and cabling and diagrams or documentation if available)  Determine relevancy to current existing Technology Plan and make provisions for alignment to new initiatives for which E Rate will be leveraged to acquire  Identify available "FAIR-SHARE" funding requirements and any other contributing funding/grants that can be multi-leveraged to accelerate initiative deployment  Discuss immediate and long-term District goals (per budgets, Curriculum, issues, Tech Plans, and obligations)  Identify site-based project liaisons for input and support and support

19. How Can we Partner Charter School Consortia Charter School Consortia Service Partner Agreements Service Partner Agreements Other Ideas? Other Ideas?

20. Additional Information E-Rate http://www.universalservice.org/sl/

21. THANK YOU Intelagent Resources Contact: Remy Bibaud 412.563.8043remy@intelagentresources.com