e-rate: funding year 2015 do we apply? zeller and associates, llc presentation available at

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E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at www.zellerandassociates.com/erate

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Page 1: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

E-RATE: FUNDING YEAR 2015DO WE APPLY?

Zeller and Associates, LLC

Presentation available atwww.zellerandassociates.com/erate

Page 2: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

WHO IS

• There are two part-time associates

• Retired Illinois educator

• 24 year, 10 month association with West 40

• “Original” retirement: 2003

Zeller and Associates, LLC

Page 3: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

WHAT IS E-RATE?

• Federal Communications Commission (FCC), an independent U.S. government agency, established (1996) 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 (SL) is the part of USAC with responsibility for E-rate

Page 4: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

WHAT DID E-RATE SUPPORT?

• 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

Page 5: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

“OLD” PRIORITY ONE

Page 6: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

“NEW” CATEGORY ONE

Internet

Voice service phased out20% per year

Page 7: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY ONE: GONE FUNDING YEAR 2015

a. Paging

b. Email

c. Web hosting

d. Voice mail

e. Directory assistance

f. Text messaging

g. Custom calling features

h. Direct inward dialing (“DID”)

i. 900/976 call blocking

j. Inside wire maintenance plans

Page 8: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY ONE: GOING AWAY: 20%/YEAR

a. Local and long distance phone service (often referred to as “POTS”)

b. 800 service

c. Satellite telephone

d. Centrex

e. Wireless telephone service (including cellular voice services)

f. Voice over IP

g. Circuits dedicated to providing voice services

Page 9: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY ONE: NO 470

a. it offers bandwidth speeds of at least 100 Mbps downstream and 10 Mbps upstream for a pre-discount price of $3,600 or less annually, including any one-time installation and equipment charges, and

b. the service and price are commercially available.

Page 10: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

“OLD” PRIORITY TWO

XX

X

Page 11: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

“NEW” CATEGORY TWO

Page 12: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY TWO

• Routers,

• Switches,

• wireless access points,

• internal cabling,

• Racks,

• wireless controller systems,

• firewall services,

• uninterruptable power supply, and

• the software supporting each of these components

Page 13: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY TWO

• caching functionality as an internal connection eligible for support in funding years 2015 and 2016.

Page 14: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY TWO: SUPPORT CAPS, FLOOR

• Pre-discount cap of $150/student over a five year period

• Pre-discount funding floor of $9,200 (less than 62 students)

• Pre-discount cap of $30/student for basic maintenance

Page 15: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

CATEGORY TWO: WLAN BASIC MAINTENANCE

• For funding years 2015 and 2016, basic maintenance services and managed Wi-Fi are eligible for category two support.

Page 16: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

E-RATE MODERNIZATION RESOURCES

• USAC SLD Site (Draft Eligible Services List)

• Schools and Libraries Program News Brief Special Edition (8/12/2014)

• E-Rate Central

• Funds for Learning

Page 17: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

HOW MUCH OF A DISCOUNT CAN WE GET?

Page 18: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

3 WAYS TO DETERMINE FRL COUNT

• Monthly Claims

• CEP (Community Eligibility Provision)

• Survey (e-Rate Central’s Sample)

Page 19: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

NEXT STEPS

• Form 470 Session: after October 13th

• Form 471 Session: after Winter Break

Page 20: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

INVOICE REVIEW

Page 21: E-RATE: FUNDING YEAR 2015 DO WE APPLY? Zeller and Associates, LLC Presentation available at

• www.zellerandassociates.com/erate

[email protected]

• V: 847.828.4606

• F: 847.729.5240

Zeller and Associates, LLC