ERate and Head Start

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E-Rate and Head Start

• E-Rate Series - Webinar 4
• Understanding the Competitive Bidding Process

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E-Rate Series Webinar 4Understanding the
Competitive Bidding Process
Bridget N. Shea
Kenny Acklin
Head Start E-Rate Help Desk 866-878-6032 erate_at_hea
dstartinfo.org
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E-Rate Series

• Webinar 1 Writing a Technology Plan
• Webinar 2 Applying for E-Rate
• Webinar 3 Interpreting the ESL and Assessment
• Webinar 4 Understanding the Competitive Bidding
  Process
• Webinar 5 Selecting Service Providers

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Agenda

• Review
• E-Rate Process Time Line
• Documenting the Process
• What is Competitive Bidding?
• Form 470 and Request for Proposal
• Receipt Notification Letter

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(No Transcript)
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Documenting the Process

• File your signed and dated Written Technology
  Plan (draft with 5 elements) in your E-Rate
  Files.
• All documentation kept for five years includes
  competitive bidding documents.
• You will certify and acknowledge on several Forms
  that you may be audited and must retain all
  records to verify the accuracy of information
  provided.

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Our Written Less Is More Tech Plan

• Goal telephones with long distance service in
  all class rooms and on each bus route NLT 7/1/10.
• Assessment we have 10 centers and 100
  classrooms and 60 have telephone service. We
  need an additional 40 phones in classrooms and 10
  bus routes in need of cell phone service.
• Our total IT budget of 256,985.45 will enable us
  to support the additional phone services with 87
  of our E-Rate funding request approved.
• The IT manager will monitor and evaluate the new
  system
• Staff will receive Professional Development on
  the new phone system during in-service scheduled
  TBA.

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Polling Question
Have you completed a DRAFT written Tech Plan with
the 5 elements?
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What is the Competitive Bidding Process

• Process that
• Cannot begin until the Tech Plan is written
• 5 Elements
• Signature
• Dated (prior to Form 470 date)

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What is the Competitive Bidding Process

• Process that
• Describes Services and Products requested by
  Category of Service.
• Process that provides OPEN and FAIR competition.
• Goal is to have as many bidders as possible
• Includes Filing Form 470 (RFP)
• Form 470 Receipt Notification Letter (RNL)

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What is the Competitive Bidding Process

• Begins when applicants submits Form 470 or issues
  an RFP
• Ends when Service Provider is selected
• FCC rules requires no less than a 28 day period
  from beginning of the process to the end.

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Questions / Discussion
What is the status of your Form 470?
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Form 470

• Two Options
• File a paper copy. Download the form at
• http//www.universalservice.org/sl/tools/required-
  forms.aspx
• File On-Line at
• http//www.sl.universalservice.org/menu.asp

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Form 470

• PAPER FORM REVIEW
• ON-LINE FORM

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Questions / Discussion
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RFP
Request for Proposal
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RFP Outline

• Legal
• Contact Information
• General Information
• Scope of Work
• Proposal Format
• Evaluation Criteria (re Price)
• Appendix/Attachments

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RFP
On site visit on Tuesday, November 10, 2009 at
930am, commencing at the IT Department offices,
located at the 2nd floor of the John P Henserling
Building, 4 Aggie Street, College Station, TX.
Attendance is compulsory for all of the
prospective vendors. Failure to attend the site
visit will render the respondents submission
invalid unless other arrangements have been made
prior to the site visit date.
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Questions / Discussion

• RFP

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Receipt Notification Letter (RNL)

• Acknowledgement - Form 470 has been completed
  provides important deadlines and reminders
• Opportunity to identify errors make
  corrections. Corrections can be made on your copy
  of Form 470 RNL and mailed back to USAC.

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Questions / Discussion

• Review the Process
• What is Competitive Bidding?
• Form 470
• Request for Proposal
• Receipt Notification Letter

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E-Rate Series Skip A Week

• Webinar 1 Applying for E-Rate
• Webinar 2 Writing a Technology Plan
• Webinar 3 Interpreting the Eligible Services
  List the Assessment
• Webinar 4 Understanding the Competitive Bidding
  Process
• Webinar 5 Selecting Service Providers

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Head Start E-Rate Monthly UpdateSave the
Dates330 430 pm Eastern

• Sep 29, 2009
• Oct 27, 2009
• Nov 24, 2009
• Dec 22, 2009
• Jan 26, 2010

• Feb 23, 2010
• Mar 23, 2010
• Apr 27, 2010
• May 25, 2010
• Jun 22, 2010
• Jul 27, 2010

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Head Start E-Rate Monthly Update
The Agenda Tuesday, September 29th 2009 Updates
Tips Tools, and Resources Discussion
Topic (What is new USAC Web Site)
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Fun With Forms on FridayTechnology Plan Elements
Form 470 Form 471

• Oct 2, 2009 200 PM - 300 PM EDT (Form 470)
• Oct 9, 2009 200 PM - 300 PM EDT (Assessment)
• Oct 16, 2009 200 PM - 300 PM EDT (Setting
  Goals)
• Oct 23, 2009 200 PM - 300 PM EDT (Budget)
• Oct 30, 2009 200 PM - 300 PM EDT (Professional
  Development and On-Going Monitoring)

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Head Start E-Rate Alerts
Send an email to erate_at_headstartinfo.org.
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Thank You !
Bridget N. Shea
Kenny Acklin
Head Start E-Rate Help Desk 866-878-6032 erate_at_hea
dstartinfo.org