Education Technology K-12 Voucher Program

1. Education Technology K-12 Voucher Program CTAP Region 11 L.A. County Office of Education

2. Overview The Education Technology K-12 Voucher Program resulted from the Settlement Agreement between California consumers and a software company. 2/3 of the funds remaining after the consumer settlement has been satisfied will be available for dissemination via vouchers to eligible schools.

3. Settlement The conditions and restrictions have been determined by the legal settlement The total amount for California is about $500 M The CDE is estimating voucher amounts to be between $98-150 per student at eligible schools

4. Settlement Timeline September 18, 2006: Posting of the online Request for Applications (RFA). The RFA will include the estimated award amount, based on all potentially eligible schools being funded. September 25, 2006: LEAs receive notification of the voucher allocation for their eligible schools, and on a weekly basis after this date, based on completion of RFA. June 30, 2008: The online RFA completion deadline.

5. Timeline at a glance

6. Settlement Timeline July 1, 2006: The start date for purchases under this program (an earlier date is possible). August 2008: The voucher allocations will be recalculated and revised voucher award notifications are sent to LEAs. September 2012: Vouchers redemption deadline (actual date in September TBD). TBD: Second Cy Pres allocation is determined and online RFA is posted.

7. Eligibility Eligible schools are ALL K-12 public schools at which at least 40% of the attending students are eligible to receive free or reduced price meals. Eligible schools also include all public high schools in California that serve students from eligible elementary, middle and junior high schools (Feeder School Provision). If a LEA believes that the free or reduced price meals data was submitted incorrectly, it has until August 31, 2006, to submit a correction via the ConApp, Page 45. http://www.cde.ca.gov/ls/et/st/voucherltr72606.asp for more information.If a LEA believes that the free or reduced price meals data was submitted incorrectly, it has until August 31, 2006, to submit a correction via the ConApp, Page 45. http://www.cde.ca.gov/ls/et/st/voucherltr72606.asp for more information.

8. High School Eligibility

9. Eligibility, cont�d. The definition of a public high school, for the purposes of this program, is any school that serves: Grade 9 only, or One or more grades 10-12, and no grade below 7 Only public high schools may qualify under the feeder school provision. *The feeder school provision applies to all continuation, alternative, and other types of schools that meet the definition.

10. Eligibility, cont�d. The definition of a �feeder school� to a regular public high school is any eligible elementary or middle and junior high school that resides within the attendance boundaries for the high school. The definition of a �feeder school� to an open enrollment or magnet public high school is any eligible elementary or middle and junior high school with students that are currently (2006-07) enrolled in the high school.

11. Eligibility, cont�d. Districts must have a current, state-approved technology plan. Districts will apply for the vouchers on behalf of their eligible schools. State Special Schools, Direct Funded Charter Schools, and County Offices of Education do not have to meet the state-approved technology plan requirement and will apply on their own behalf.

12. Online RFA Process The online RFA process for LEAs to apply on behalf of their eligible schools will work as follows: Lead Education Agency (LEA) receives notification letter with PIN and password from the CDE Authorized LEA representative logs in and completes information for electronic signature (name, title, phone, fax, email, etc.) Authorized LEA representative enters up to three LEA contacts who are authorized to sign and submit the voucher redemption forms (name, title, phone, fax, email, etc.)

13. Online RFA Process

14. Online RFA Process The online RFA process for LEAs to apply on behalf of their eligible schools will work as follows: LEA views list of eligible elementary, middle/junior high, and high schools, based upon the October 2005 CBEDS If the LEA has high schools with less than 40% free or reduced lunch eligibility, on a school by school basis they must identify ONE eligible elementary or middle/junior high feeder school for each high school

15. Online RFA Process, cont�d. The online RFA process for LEAs to apply on behalf of their eligible schools will work as follows: District enters a 2 paragraph narrative on how the vouchers will be utilized to support the implementation of the district�s technology plan. County Offices, Direct-Funded Charters, & State Special Schools enter a 2 paragraph narrative on how the vouchers will be utilized to support the implementation of their technology plan or other planning document.

16. Online RFA Process, cont�d. The online RFA process for LEAs to apply on behalf of their eligible schools will work as follows: LEA prints its application, obtains an original ink signature, and files the application for audit purposes (similar to ConApp process). LEA submits its application electronically for approval.

17. RFA Approval Process Once the LEA has submitted its application: The CDE reviews, approves, and submits the information to the Settlement Claims Administrator (SCA). The SCA sends the Voucher Award letter to the LEA.

18. RFA & Implementation Planning To ensure that the RFA process goes smoothly, the following actions are strongly recommended: Sign-up for the CDE Funding Opportunities listserv to be notified when the RFA is released (http://www.cde.ca.gov/fg/fo/af/joinlist.asp). If the LEA has schools that meet the public high school definition but have less than 40% free or reduced lunch eligibility, do the research to identify the feeder school(s), if applicable.

19. RFA & Implementation Planning To ensure that the RFA process goes smoothly, the following actions are strongly recommended: Assemble a team of district stakeholders, including curriculum, technology, and administration representatives. Review your current district technology plan. Discuss how these funds can support the plan�s curriculum and professional development objectives. Create a 4-6 year plan to expend these funds to support the technology plan objectives. Work with your regional CTAP to prepare the two paragraph LEA technology plan narrative.

20. Implementation

21. Voucher Allocation The October 2005 CBEDS data will be used to determine the amount of vouchers for each eligible school. The allocation is estimated to be from $98 to $150 per student. Allocation is based upon the total enrollment at eligible schools. LEAs may determine amount of vouchers to be utilized at each school, but vouchers may only be utilized at eligible schools.

22. Voucher Allocation

23. Voucher Allocation by Type

24. Voucher 50%-50% General Purpose Qualifying Hardware Professional Development Certification Training Evaluation Tools Qualifying Software IT Support Services

25. General PurposeVouchers These vouchers may be redeemed for any qualifying hardware: Any new desktop, laptop or tablet computer for any operating system Peripheral devices, specifically meaning printers, scanners, monitors, keyboards and pointing devices (e.g., mouse, trackball, etc.) Equipment needed for networking and infrastructure (e.g., routers, servers, wireless network cards, or wireless access points)

26. General Purpose Vouchers, cont�d. These vouchers may be redeemed for any qualifying hardware: Hardware for accessing the Internet through television sets and Internet access for such hardware for students' homes Non-custom assistive technology devices for use by students with special needs Data storage and management at remote sites Cost of products may not exceed standard academic price

27. General Purpose Vouchers, cont�d. These vouchers may be redeemed for any qualifying software: Any non-custom software title from any publisher that are designed for use on any Qualifying Hardware Cost of software may not exceed standard academic price

28. General Purpose Vouchers, cont�d. These vouchers may be redeemed for Evaluation Tools: Monitoring use of vouchers Gathering evaluation data Cost of products may not exceed standard academic price

29. General Purpose Vouchers, cont�d. These vouchers may be redeemed for IT Support Services, which are services that: Primarily involve the support and maintenance of hardware procured through this Settlement Primarily involve the installation and maintenance of software procured through this Settlement Cost of products may not exceed standard academic price

30. General Purpose Vouchers, cont�d. May be redeemed for any qualifying Professional Development Services directed solely at: Leadership development for school administrators in the use of education technology General curriculum development and instructional strategies which utilize educational technology Improvement of technology integration for any software title acquired through the Settlement Training in the use of any hardware or any software title acquired through the Settlement Certification training for software and networking

31. General Purpose Vouchers Advice Before the LEA purchases any product or service that does not clearly meet the General Purpose Voucher criteria, the LEA should contact the Settlement Claims Administrator (SCA) to verify the product or service eligibility. For information on product or service redemption eligibility, contact the SCA call center for the California Education Technology K-12 Voucher Program. The toll free number is 800-419-5286. Current hours of operation are 7:00 a.m. to 4:30 p.m. PST.�

32. Software Vouchers May only be redeemed for any non-custom software title from any publisher that has substantially similar functionality to categories like productivity on the next slide.

33. Software Vouchers, cont�d. Operating system Word processing Spreadsheet Presentation Desktop relational database Web-authoring Productivity and/or Productivity Suite Encyclopedia

34. Software Vouchers, cont�d. Additionally, any non-custom software title from any publisher that meets the following criteria: Server software, including client access licenses Eligible software bundled with a computer purchased with the General Purpose Vouchers Eligible schools may also select a license program that gives students the option to use the software at home Cost of software may not exceed standard academic price

35. Software Vouchers Advice Before the LEA purchases any software that does not clearly meet the Software Voucher criteria, the LEA should contact the SCA to verify the software eligibility. For information on product or service redemption eligibility, contact the SCA call center for the California Education Technology K-12 Voucher Program. The toll free number is 800-419-5286. Current hours of operation are 7:00 a.m. to 4:30 p.m. PST.

36. Voucher First Step Get approval for purchase: Settlement Claims Administrator Web: www.EdTechK12VP.com Email: ClaimsAdmin@EdTechK12VP.com Phone: 800-419-5286 (7:00 a.m. to 4:30 p.m. PST)

37. Voucher Restrictions

38. Voucher Restrictions Vouchers may be not be redeemed for: Personal digital assistants and other hand-held devices Video conferencing equipment Cables, speakers, tape back up or storage units, read/write devices (i.e. external hard drives, USB drives, CD/DVD drives, etc.), zip drives, memory, video or audio cards, motherboards, CPUs, and LCD projectors that are not for data from computers. Video and audio tapes, CDs, or DVDs

39. Voucher Restrictions, cont�d. Vouchers may be not be redeemed for: Costs for substitutes Salaries (unless directly related to goods and/or services purchased with program vouchers- such as IT support and professional development, and the LEA is an approved provider) Insurance (but warranties are ok) on goods acquired with program vouchers Indirect costs

40. Voucher Restrictions, cont�d. Vouchers may supplement, but not supplant state and/or federal program funds Vouchers may not be redeemed for the discounted or reimbursed portion of a product and/or service, i.e. E-RATE, AB 466, etc. Professional development and/or IT support services redemption may only be for those services provided by approved providers(The list of approved providers can be found at: http://www.cde.ca.gov/ls/et/st/voucherproviders.asp)

41. Voucher Redemption Process Vouchers will be redeemed using the following process: The LEA contacts the SCA to verify product or service eligibility, if applicable. The LEA purchases the allowable goods or services using existing funding The LEA submits the voucher redemption form with required documentation to the SCA (information on what must be submitted will be printed on the voucher redemption form)

42. Voucher Redemption Steps

43. Voucher Redemption Process, cont�d Vouchers will be redeemed using the following process: The SCA reviews the submission and follows up with the LEA if corrections are needed Once approved, the SCA sends the check to the LEA along with an updated voucher form The process will take 30 days The SCA is required to post, on a public Web site, the voucher award amount and redemption status for all LEAs

44. Voucher Redemption Issues To ensure that the process goes smoothly for LEAs, the following actions are strongly recommended: Before purchasing goods or services, verify with the SCA that they are allowable Be aware that vendors may believe that any of their products or services are allowable because they are on the approved professional development or IT services provider list

45. Voucher Redemption Issues, cont�d To ensure that the process goes smoothly for LEAs, the following actions are strongly recommended: If goods or services are also eligible for discounts or reimbursement, setup the claims to avoid double-dipping If an LEA provides professional development and/or IT support services, the LEA should apply to be an approved provider (June 30, 2012, deadline for applying) Develop a plan to fully utilize the Software Vouchers over the next six years

46. For More Information CDE Ed Tech Voucher Program Web Site: http://www.cde.ca.gov/ls/et/st/voucher.asp CTAP Ed Tech Voucher Program Web Site: http://ctap.lacoe.edu Mary Lou Harbison or Dennis Large harbison_marylou@lacoe.edu large_dennis@lacoe.edu Phone: 562-922-6244

47. Settlement Claims Administrator Starting 9/20/06, Districts can contact SCA by phone or email to ask specific product eligibility Confirmation number will be provided Internal eligible/not eligible products/services listed in a database for internal staff use Answers will be given to districts in 30 calendar days regarding specific product eligibility

48. The Opportunity& The Challenge Show impact & show a return on your investment Slow down Breathe - there is no rush, the funds are secure Dream - create the big picture Plan Look to your Tech Use Plan Focus on content area(s) or grade spans Plan for the future Practice best practices Consider total cost of ownership Remember - the research points toward professional development