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					E-Rate and Head Start
E-Rate Series - Webinar 4: Understanding the Competitive Bidding Process

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

Bridget N. Shea

Kenny Acklin

Head Start E-Rate Help Desk 866-878-6032 erate@headstartinfo.org

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

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org
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Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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.
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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.
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org
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Polling Question
Have you completed a DRAFT written Tech Plan with the 5 elements?

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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)

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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)

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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.

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Questions / Discussion

What is the status of your Form 470?

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Form 470
• PAPER FORM REVIEW
• ON-LINE FORM

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Questions / Discussion

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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RFP
Request for Proposal

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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RFP Outline
• • • • • • • Legal Contact Information General Information Scope of Work Proposal Format Evaluation Criteria (re: Price) Appendix/Attachments
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org
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RFP
On site visit on Tuesday, November 10, 2009 at 9:30am, 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 respondent’s submission invalid unless other arrangements have been made prior to the site visit date.
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Questions / Discussion
RFP

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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.
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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
Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org
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Head Start E-Rate Monthly Update
Save the Dates 3:30 – 4:30 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

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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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)

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Fun With Forms on Friday
Technology Plan Elements | Form 470 | Form 471
• Oct 2, 2009 2:00 PM - 3:00 PM EDT (Form 470) • Oct 9, 2009 2:00 PM - 3:00 PM EDT (Assessment) • Oct 16, 2009 2:00 PM - 3:00 PM EDT (Setting Goals) • Oct 23, 2009 2:00 PM - 3:00 PM EDT (Budget) • Oct 30, 2009 2:00 PM - 3:00 PM EDT (Professional Development and On-Going Monitoring)

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Head Start E-Rate Alerts

Send an email to erate@headstartinfo.org.

Head Start E-Rate Help Desk 866-878-6032 | erate@headstartinfo.org

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Thank You !

Bridget N. Shea

Kenny Acklin

Head Start E-Rate Help Desk 866-878-6032 erate@headstartinfo.org


				
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