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E-Rate
Over 4 Billion reasons to participate this year…
Juan F. Rodriguez K-12/E-rate National Channel Manager
2@GoSummitPartner@ArubaNetworks |
Agenda
What is E-Rate?
Impact of the E-Rate Modernization Order
FY2017 Eligible Services List
Steps to receive E-Rate Funds
E-Rate Timeline
3@GoSummitPartner@ArubaNetworks |
What is E-Rate?
– Created in the Telecommunications Act of 1996
– First funding year in 1998 (Year 1)
– Funding years are July 1 through June 30 (FY2016: July 1, 2016– June 30, 2017)
– Provides subsidies of up to 90% for eligible services
– Available to schools and libraries
– Administered by the Universal Service Administration Company (USAC)
– Specifically, the Schools & Libraries Division (SLD)
– Universal Service Program overseen by FCC
– Original Funding Cap of $2.25B, adjusted for inflation
– Modernized in 2014
– FY2017 Estimated Funding Cap of $3.97 billion
– Additional $200m rollover available for FY2017
– FY2017 available funds estimated over $4 billion
4
Why Now?
There’s never been a better time
5@GoSummitPartner@ArubaNetworks |
E-Rate Modernization Order
E-Rate 2.0
Program Updates
Focus on Wi-Fi
Scaled Down ESL
Category 2 Maximum Budget
Modified Discount Structure
Cost-Effective Purchases
Streamlined Application Process
6@GoSummitPartner@ArubaNetworks |
Second Report and Order
E-Rate 2.1
Program Updates
Increased Funding Cap
Category 1 Self-Construct*
Increased Library Support
Add’l Category 1 Support*
Urban Areas Redefined
Equalizing Lit/Dark Fiber*
7@GoSummitPartner@ArubaNetworks |
Results of E-Rate Modernization
All Eligible Requests
will be FUNDED
For FY2015 and FY2016
Funding Year 2016
$3.622B All Service Types
$2.456B Category 1
$1.165B Category 2
Funding Year 2015
$3.679B All Service Types
$2.192B Category 1
$1.487B Category 2
8
E-Rate FY2017 Eligible Services List
Adopted Sept 12, 2016
9@GoSummitPartner@ArubaNetworks |
Summary of FY2017 Eligible Services List
– Adopted the proposals it made in the ESL public notice
– Including revisions relating to leased dark fiber
– Moving the location of certain eligibility explanations for Category One and Category Two services,
– Providing a new explanation of how to classify connections between multiple buildings of a single school
– Included FAQs
– Declined to make any further changes to the ESL
– Specifically declined to address or consider adding services to the ESL
– Requested services denied include: School Bus Service, Redundant Connections and Network Security
– Declined to pause voice phase down
– Read full Eligible Services List at http://transition.fcc.gov/Daily_Releases/Daily_Business/2016/db0912/DA-16-
1023A1.pdf
10@GoSummitPartner@ArubaNetworks |
Eligible Services
• CATEGORY 1 SERVICES (External Connections)
− Data transmission services and Internet access
− Eligible voice services
• CATEGORY 2 SERVICES (Internal Connections)
− Eligible Broadband Internal Connections
− Eligible Managed Internal Broadband Services
− Basic Maintenance of Eligible Broadband Internal Connections
11@GoSummitPartner@ArubaNetworks |
Category Two Eligible Services*
-Access Points (LAN/WLAN)
-Wireless LAN Controllers
-Switches
-Routers
-Antennas, cabling, connectors, and related
components
-Racks
-Uninterruptible Power Supply (UPS)
-Caching
-Firewalls
-Software supporting each of the
components on this list used to distribute
high-speed broadband throughout school
buildings and libraries
Eligible Broadband Internal Connections Components
Notes: (1) Functionalities listed above that can be virtualized in the cloud, and equipment that combines eligible functionalities, like
routing and switching, are also eligible. (2) A manufacturer’s multi-year warranty for a period up to three years that is provided as an
integral part of an eligible component, without a separately identifiable cost, may be included in the cost of the component. (3) Caching is
defined as a method that stores recently accessed information. Caching stores information locally so that the information is accessible
more quickly than if transmitted across a network from a distance. A caching service or equipment that provides caching, including
servers necessary for the provision of caching, is eligible for funding.
*Based on FY2017 Eligible Services List – Subject to change
12@GoSummitPartner@ArubaNetworks |
Category Two Eligible Services*
• Services provided by a third party for the operation, management, and monitoring of eligible
broadband internal connections are eligible managed internal broadband (eg Managed Wi-
Fi).
• E-rate support is limited to eligible expenses or portions of expenses that directly support
and are necessary for the broadband connectivity within schools and libraries. Eligible
expenses include the management and operation of the LAN/WLAN, including installation,
activation and initial configuration of eligible components, and on- site training on the use of
eligible equipment.
• In some eligible managed services models, the third party manager owns and installs the
equipment and school and library applicants lease the equipment as part of the managed
services contract. In other cases, the school or library may own the equipment, but have a
third party manage it for them.
Eligible Managed Internal Broadband Services
13@GoSummitPartner@ArubaNetworks |
Category Two Eligible Services*
E-rate support is available for basic maintenance and technical support appropriate to maintain
reliable operation when provided for eligible broadband internal connections.
The following basic maintenance services are eligible:
• Repair and upkeep of eligible hardware
• Wire and cable maintenance
• Configuration changes
• Basic technical support including online and telephone based technical support
• Software upgrades and patches including bug fixes and security patches
Basic Maintenance of Eligible Broadband Internal Connections
*Based on FY2017 Eligible Services List – Subject to change
14
Steps to get funding
15@GoSummitPartner@ArubaNetworks |
Six Overall Steps
• ESL Released
Application Window
Announced
Form 470/RFP
Posted
Competitive
Bidding
• Bids Reviewed
Service Provider
Selected
Selecting
Service Provider • Contract Signed
Form 471
Application
Submitted
Applying for
Discounts
• PIA Review
FCDL Issued
Application
Review • Form 486 Filed
Services Start
Starting
Services
• Invoices Submitted
(BEAR or SPI)
Invoicing
18 to 24 Months
16
E-Rate Timeline
When do things start up?
17@GoSummitPartner@ArubaNetworks |
E-Rate Timeline
Eligible Services List is typically released by the FCC in September/October of prior year.
Form 470 (Services Requested) must be posted in the E-rate Productivity Center (EPC) on USAC’s website.
Applicants must receive bids for at least 28 days. Form 470 may be posted as early as July 1 of prior year.
Form 471 (Services Ordered) window is announced by USAC each year, but typically will open around the
January timeframe and close around March each year.
Recurring Services must be delivered between July 1 through June 30 of the following year.
Category Two Non-recurring Services may be delivered between April 1 through September 30 of the
following year.
Funding Commitment Decision Letters for all “workable” applications to be issued by September 30.
Earliest date funding will be disbursed: July 1.
18
What next?
What you do now to get $ in E-Rate FY2017
19@GoSummitPartner@ArubaNetworks |
Next Steps
– Attend USAC E-Rate Program Applicant Training
– Review USAC On-Demand Training
– Monitor USAC website news and updates
20@GoSummitPartner@ArubaNetworks |
Important Links
USAC Website
www.usac.org/sl
USAC EPC (E-Rate Productivity Center) Portal
http://www.usac.org/sl/tools/e-rate-productivity-center/default.aspx
USAC On-Demand Training Videos
http://www.usac.org/sl/about/outreach/online-learning.aspx#webinars
E-Rate FY2017 Eligible Services List
http://transition.fcc.gov/Daily_Releases/Daily_Business/2016/db0912/DA-16-1023A1.pdf
Aruba Airheads Primary Education Community
http://community.arubanetworks.com/t5/Primary-K-12-Education/gp-p/Primary-K-12-Education
Aruba E-Rate Mailbox
erate@hpe.com
Thank you
Juan F. Rodriguez, HPE
For more information contact
Summit Partners at 702-988-4290
www.gosummitpartners.com
22@GoSummitPartner@ArubaNetworks |
Intermission
We just completed the segment on updates to the
E-Rate funding program.
If you are just joining the session, our segment on
comprehensive network management with Aruba
Networks’ Alan Emory will begin shortly.

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E-Rate Funding for Schools – Why Now

  • 1. E-Rate Over 4 Billion reasons to participate this year… Juan F. Rodriguez K-12/E-rate National Channel Manager
  • 2. 2@GoSummitPartner@ArubaNetworks | Agenda What is E-Rate? Impact of the E-Rate Modernization Order FY2017 Eligible Services List Steps to receive E-Rate Funds E-Rate Timeline
  • 3. 3@GoSummitPartner@ArubaNetworks | What is E-Rate? – Created in the Telecommunications Act of 1996 – First funding year in 1998 (Year 1) – Funding years are July 1 through June 30 (FY2016: July 1, 2016– June 30, 2017) – Provides subsidies of up to 90% for eligible services – Available to schools and libraries – Administered by the Universal Service Administration Company (USAC) – Specifically, the Schools & Libraries Division (SLD) – Universal Service Program overseen by FCC – Original Funding Cap of $2.25B, adjusted for inflation – Modernized in 2014 – FY2017 Estimated Funding Cap of $3.97 billion – Additional $200m rollover available for FY2017 – FY2017 available funds estimated over $4 billion
  • 4. 4 Why Now? There’s never been a better time
  • 5. 5@GoSummitPartner@ArubaNetworks | E-Rate Modernization Order E-Rate 2.0 Program Updates Focus on Wi-Fi Scaled Down ESL Category 2 Maximum Budget Modified Discount Structure Cost-Effective Purchases Streamlined Application Process
  • 6. 6@GoSummitPartner@ArubaNetworks | Second Report and Order E-Rate 2.1 Program Updates Increased Funding Cap Category 1 Self-Construct* Increased Library Support Add’l Category 1 Support* Urban Areas Redefined Equalizing Lit/Dark Fiber*
  • 7. 7@GoSummitPartner@ArubaNetworks | Results of E-Rate Modernization All Eligible Requests will be FUNDED For FY2015 and FY2016 Funding Year 2016 $3.622B All Service Types $2.456B Category 1 $1.165B Category 2 Funding Year 2015 $3.679B All Service Types $2.192B Category 1 $1.487B Category 2
  • 8. 8 E-Rate FY2017 Eligible Services List Adopted Sept 12, 2016
  • 9. 9@GoSummitPartner@ArubaNetworks | Summary of FY2017 Eligible Services List – Adopted the proposals it made in the ESL public notice – Including revisions relating to leased dark fiber – Moving the location of certain eligibility explanations for Category One and Category Two services, – Providing a new explanation of how to classify connections between multiple buildings of a single school – Included FAQs – Declined to make any further changes to the ESL – Specifically declined to address or consider adding services to the ESL – Requested services denied include: School Bus Service, Redundant Connections and Network Security – Declined to pause voice phase down – Read full Eligible Services List at http://transition.fcc.gov/Daily_Releases/Daily_Business/2016/db0912/DA-16- 1023A1.pdf
  • 10. 10@GoSummitPartner@ArubaNetworks | Eligible Services • CATEGORY 1 SERVICES (External Connections) − Data transmission services and Internet access − Eligible voice services • CATEGORY 2 SERVICES (Internal Connections) − Eligible Broadband Internal Connections − Eligible Managed Internal Broadband Services − Basic Maintenance of Eligible Broadband Internal Connections
  • 11. 11@GoSummitPartner@ArubaNetworks | Category Two Eligible Services* -Access Points (LAN/WLAN) -Wireless LAN Controllers -Switches -Routers -Antennas, cabling, connectors, and related components -Racks -Uninterruptible Power Supply (UPS) -Caching -Firewalls -Software supporting each of the components on this list used to distribute high-speed broadband throughout school buildings and libraries Eligible Broadband Internal Connections Components Notes: (1) Functionalities listed above that can be virtualized in the cloud, and equipment that combines eligible functionalities, like routing and switching, are also eligible. (2) A manufacturer’s multi-year warranty for a period up to three years that is provided as an integral part of an eligible component, without a separately identifiable cost, may be included in the cost of the component. (3) Caching is defined as a method that stores recently accessed information. Caching stores information locally so that the information is accessible more quickly than if transmitted across a network from a distance. A caching service or equipment that provides caching, including servers necessary for the provision of caching, is eligible for funding. *Based on FY2017 Eligible Services List – Subject to change
  • 12. 12@GoSummitPartner@ArubaNetworks | Category Two Eligible Services* • Services provided by a third party for the operation, management, and monitoring of eligible broadband internal connections are eligible managed internal broadband (eg Managed Wi- Fi). • E-rate support is limited to eligible expenses or portions of expenses that directly support and are necessary for the broadband connectivity within schools and libraries. Eligible expenses include the management and operation of the LAN/WLAN, including installation, activation and initial configuration of eligible components, and on- site training on the use of eligible equipment. • In some eligible managed services models, the third party manager owns and installs the equipment and school and library applicants lease the equipment as part of the managed services contract. In other cases, the school or library may own the equipment, but have a third party manage it for them. Eligible Managed Internal Broadband Services
  • 13. 13@GoSummitPartner@ArubaNetworks | Category Two Eligible Services* E-rate support is available for basic maintenance and technical support appropriate to maintain reliable operation when provided for eligible broadband internal connections. The following basic maintenance services are eligible: • Repair and upkeep of eligible hardware • Wire and cable maintenance • Configuration changes • Basic technical support including online and telephone based technical support • Software upgrades and patches including bug fixes and security patches Basic Maintenance of Eligible Broadband Internal Connections *Based on FY2017 Eligible Services List – Subject to change
  • 14. 14 Steps to get funding
  • 15. 15@GoSummitPartner@ArubaNetworks | Six Overall Steps • ESL Released Application Window Announced Form 470/RFP Posted Competitive Bidding • Bids Reviewed Service Provider Selected Selecting Service Provider • Contract Signed Form 471 Application Submitted Applying for Discounts • PIA Review FCDL Issued Application Review • Form 486 Filed Services Start Starting Services • Invoices Submitted (BEAR or SPI) Invoicing 18 to 24 Months
  • 16. 16 E-Rate Timeline When do things start up?
  • 17. 17@GoSummitPartner@ArubaNetworks | E-Rate Timeline Eligible Services List is typically released by the FCC in September/October of prior year. Form 470 (Services Requested) must be posted in the E-rate Productivity Center (EPC) on USAC’s website. Applicants must receive bids for at least 28 days. Form 470 may be posted as early as July 1 of prior year. Form 471 (Services Ordered) window is announced by USAC each year, but typically will open around the January timeframe and close around March each year. Recurring Services must be delivered between July 1 through June 30 of the following year. Category Two Non-recurring Services may be delivered between April 1 through September 30 of the following year. Funding Commitment Decision Letters for all “workable” applications to be issued by September 30. Earliest date funding will be disbursed: July 1.
  • 18. 18 What next? What you do now to get $ in E-Rate FY2017
  • 19. 19@GoSummitPartner@ArubaNetworks | Next Steps – Attend USAC E-Rate Program Applicant Training – Review USAC On-Demand Training – Monitor USAC website news and updates
  • 20. 20@GoSummitPartner@ArubaNetworks | Important Links USAC Website www.usac.org/sl USAC EPC (E-Rate Productivity Center) Portal http://www.usac.org/sl/tools/e-rate-productivity-center/default.aspx USAC On-Demand Training Videos http://www.usac.org/sl/about/outreach/online-learning.aspx#webinars E-Rate FY2017 Eligible Services List http://transition.fcc.gov/Daily_Releases/Daily_Business/2016/db0912/DA-16-1023A1.pdf Aruba Airheads Primary Education Community http://community.arubanetworks.com/t5/Primary-K-12-Education/gp-p/Primary-K-12-Education Aruba E-Rate Mailbox erate@hpe.com
  • 21. Thank you Juan F. Rodriguez, HPE For more information contact Summit Partners at 702-988-4290 www.gosummitpartners.com
  • 22. 22@GoSummitPartner@ArubaNetworks | Intermission We just completed the segment on updates to the E-Rate funding program. If you are just joining the session, our segment on comprehensive network management with Aruba Networks’ Alan Emory will begin shortly.