1 / 131

The Scream, 1893 Edvard Munch

“We have new rules, orders and forms for Year Eight, but we don’t know exactly what they are.” - Train the Trainer 2004. The Scream, 1893 Edvard Munch. Overview. Introduction Statistics on Funding Years Heightened Oversight Site Visits Ombudsman

espen
Télécharger la présentation

The Scream, 1893 Edvard Munch

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. “We have new rules, orders and forms for Year Eight, but we don’t know exactly what they are.” - Train the Trainer 2004 The Scream, 1893 Edvard Munch

  2. Overview • Introduction • Statistics on Funding Years • Heightened Oversight • Site Visits • Ombudsman • Outreach & Training, WebEx, Online E-mail, SP Portal, ETP • Updates on FCC Orders

  3. Statistics on Funding Years • Demand by Year – Service Type • Commitments vs. Disbursements • Funding Threshold by Year • Online Form 470/471 Filers • E-certifications

  4. Demand by Year – Service Type(in millions of dollars)

  5. Commitments vs. Disbursementsas of September 7, 2004(in thousands of dollars)

  6. 1998 1999 2000 2001 2002 2003 2004 Internal Connections at 70% All approved requests funded Internal Connections at 82% Internal Connections at 86% Internal Connections at 81% Internal Connections at 70% Internal Connections at ?? Funding Threshold by Year

  7. Online Filers by Year – Form 470

  8. Online Filers by Year – Form 471

  9. Online Filers by Year – Form 471

  10. E-certified Forms

  11. Funding Year Notes and Colors

  12. Heightened Oversight

  13. Heightened Oversight • E-rate program subject to heightened oversight during the last year • By whom? • Why? • What are the implications?

  14. Oversight – What Should You Do? • Make sure you are aware of program rules • Review materials on the web site frequently • Contact the SLD Client Service Bureau • Submit a Question through the web site • Fax questions to 1-888-276-8736 • Call 1-888-203-8100 • If something sounds too good to be true, it probably is

  15. Eligible Products Database

  16. Eligible Products Database What is it? • A pilot program established by the FCC in the 2nd Report and Order. • A database of internal connections products that are eligible for funding.

  17. Eligible Products Database What is its value? • Applicants can have higher assurance that a product is eligible if it is available in the database. • Care must still be exercised, since eligibility in many cases depends on how a product is used.

  18. Eligible Products Database Implementation timeline: • Spring 2004– Mfgr enrollment • Summer 2004– Mfgr data entry • Fall 2004– Publicly available

  19. Eligible Products Database Manufacturers participating in the pilot program include: • 3Com • Avaya • Cisco Systems • Dell • Hewlett Packard • IBM • Nortel • Sprint

  20. Eligible Products Database The pilot program will test the products database concept for Fund Year 2005. • Can a database of this size be feasibly administered? • Can applicants have confidence that all database entries are E-rate eligible? • Will this approach limit applicant flexibility?

  21. 1000 Site Visits

  22. 1000 Site Visits • Purpose of Site Visits • Objective of Site Visits • How Will Information Be Used? • Selection Criteria • Process

  23. Purpose of Site Visits • Two Purposes: • Robust after the fact physical site review to help curb waste, fraud and abuse. • Enhanced outreach to the school and library community.

  24. Objective of Site Visits Gather information on: • Procurement • Deployment • Use of technology as it relates to E-rate • Possible best practices by applicants • Success of current outreach efforts

  25. Site Visit Reviewer • Will gather information on the deployment and use of technology. • Will identify topics for which further outreach and training related to the Schools and Libraries support mechanism may be worthwhile.

  26. How Will Information Be Used? • To support the performance goals and efficiency measures that will be established by the FCC. • To publicize best practices so that USAC can provide proactive help to applicants.

  27. Site Visit Selection • Visits will be generally random based on receipt of recent invoices • Indicates that products/services have been delivered • Visits will be short and focused. • Visits will include locations across all states and territories that receive E-rate funds. • Applicant will be notified one to two weeks prior to visit and will be given a list of specific documentation to have ready.

  28. Site Visit Process • Reviewer will interview applicant to determine any specific difficulties the applicant has experienced with E-rate • Reviewer will gather applicant suggestions on additional outreach that USAC could provide to improve the E-rate process and program. • Reviewer will determine what is the most effective means to disseminate important information to the applicant community.

  29. Summary Site Visits will benefit the applicant community by: • Allowing SLD to see first-hand how E-rate funded services and technology are being procured and utilized. • Interviews with applicants and direct observation will allow SLD to expand our training and outreach efforts. • Allows SLD to streamline and improve the E-rate process.

  30. OmbudsmanBob Spiller

  31. Ombudsman • New position (August 2004) • Four functions: • Coordinate and track responses to non-standard questions and issues • Monitor questions to identify recurring issues for follow up with new or recast guidance documents or other outreach efforts • Field and respond to complaints • Generally monitor program operations and identify potential improvements

  32. Ombudsman • Ombudsman issues • Issues that can be resolved through normal channels should use those channels • Submit a Question on the web site • Fax to 1-888-276-8736 • Call to 1-888-203-8100 • Issues that cannot be resolved will be escalated

  33. Ombudsman • What can you expect? • Answers to issues that can be resolved promptly will be communicated promptly. • Issues that cannot be resolved immediately will be identified as such to the caller. • All issues will be tracked and not lost.

  34. Ombudsman • What are your responsibilities? • If possible, start with Submit a Question and get a case number • Be prepared to explain your issue clearly and succinctly • Have details ready – Form 471 application number, Billed Entity Number, Funding Year, Funding Request Number, and so on

  35. Outreach & Training, WebEx, Online E-mail, SP Portal, ETP

  36. Outreach & Training • Since May 2004, new category for Outreach & Training added to SLD website • Provides hyperlinks to • WebEx Training • Provides links on how to join a session and view a recorded Session • TTT Presentations in hard copy • On Line E-Mail

  37. WebEx Training • Extended to applicants as well as service providers • 100 concurrent seats available through January 2005 • Multiple Training Sessions on key topics from October 2004 through January 2005

  38. WebEx Training (cont.) • First-year service providers may attend the TTT Workshop via WebEx • All TTT Presentations available as recorded sessions by October 14, 2004 • Individual WebEx training sessions available via WebEx on an as-requested basis

  39. Submit A Question Online • Available since November 2003 • Will provide How To document for WebEx sessions • Provides for greater efficiencies in routing and tracking • Received lots of constructive feedback • Incorporating changes pursuant to feedback received from applicants and service providers

  40. Service Provider Portal • FCC Forms 498 and 499 slated to be available for online certification in October 2004 • Working toward an SLD Service Provider Dashboard • Slated to allow • online filing and certifications for FCC Forms 472 and 473 • service provider managed access to invoicing information and status updates

  41. ETP Update • ETP designation is a USAC term that will be renamed telecommunications carrier to align with FCC regulatory definition. • New requirements outlined by FCC and implemented by USAC • Telecommunications carrier designation search tool will be created on web site to allow applicants and service providers to search • status of TC designation • date of USAC designation • states in which service provider is operating as a TC

  42. Dates and Deadlines Cheat Sheet

  43. At-Your-Service Acronyms • Client Service Bureau (CSB) • E-rate “Help Desk” where applicants & service providers can get answers to questions • Accessed via toll-free number • Technical Client Service Bureau (TCSB) • Team answering technical questions about eligible services & program rules • Also accessed via same toll-free number. CSB will refer you to this area • Program Integrity Assurance (PIA) • Team that reviews every application for compliance w/ FCC rules • Everyone receives calls from PIA before funding determinations

  44. Resources to Remember • On back of binder • SLD web site: www.sl.universalservice.org • SLD CSB: 888-203-8100 • MI E-rate website:www.michigan.gov/erate • MI E-rate listservs: erate-trainers@michigan.gov erate@merit.edu

  45. Getting Organized • E-rate Binder (contents found at www.michigan.gov/erate) contains everything: • Forms, instructions, samples • Tips, checklists, contact sheets • Powerpoint handouts • Timeline • Rule 1 – Get Organized Using This Binder • Keep copies of all forms, letters, etc. • Hint: Keep copies in binder • Make new binder for next year • Refer to binder and contents often Important!

  46. Updates on FCC Orders • Ysleta Order • FCC 03-313, released December 9, 2003 • Third Order • FCC 03-323, released December 23,2003 • Fourth Order • FCC 04-181, released July 30, 2004 • Fifth Order • FCC 04-190, released August 13, 2004

  47. Updates on Orders – Ysleta • Technology Plans • Applicants must develop detailed technology plans that describe their technology needs and goals in a manner consistent with their educational or informational objectives

  48. Updates on Orders – Ysleta • Form 470 • Form 470 must be based upon carefully thought-out technology plan • Must detail specific services sought in a manner that would allow bidders to understand the specific technologies an applicant is seeking • NOT a planning device for applicants trying to determine what is available • Form 470 developed from Tech Plan should mirror the level of complexity of products and services for which discounts are being sought.

  49. Updates on Orders – Ysleta • Overbroad Forms 470 • Applicant may list multiple services on Form 470, knowing that it intends to choose one over another • However, products and services must be linked in a reasonable way to the Technology Plan and not request duplicative services.

  50. Updates on Orders – Ysleta • Overbroad Forms 470 (cont) • Requirement for a bona fide request means that applicants must submit a list of specific services for which they are likely to seek discounts consistent with their Technology Plans • Should provide bidders with sufficient information to enable them to reasonably determine needs of applicant

More Related