E-Rate 2012 “Unfiltered”
Fee: This workshop is made possible by an Opportunity Online Grant from the Bill & Melinda Gates Foundation, granted to the California State Library, and is free to participants in the California library community. In addition, the Gates grant provides limited funding for reimbursement of travel expenses. This includes mileage (0.51 cents per mile) for personal vehicle travel, parking fees, tolls, and public transportation expenses. A reimbursement form will be included in the workshop packet.
Course Instructor: Don Dietrich
Since 1998 The Federal E-Rate program has provided funding for libraries to upgrade their telecommunications and Internet access capabilities. For many years the E-Rate process was so complicated that only about half of the eligible libraries in California participated in the program. Recent changes have made the program easier and simpler. This workshop will help libraries with the application process and provides lots of ‘hints and tips’ to guarantee success with the E-Rate program.
- Is your library taking full advantage of the E-Rate program?
- How does your situation compare with other libraries in California and how could you improve E-Rate funding performance?
- Would you like to understand the requirements and payback of E-Rate?
- Did you know that E-Rate and CTF (California Teleconnect Fund) can work together to provide maximum financial benefits to your library?
- Did you know that E-Rate funding is available for your telephone expenses even if you do not comply with CIPA and that in most cases a Technology Plan is no longer required?
This workshop was offered last year and has been updated to keep you informed of all the latest changes in the program. Some comments from last year’s attendees:
"I'm amazed by what I didn't know; it was all valuable...and eye opening!" "Relevant information--to the point; good tips on how to be successful." "I feel confident to begin the E-rate process!"
Workshop Description: Whether you are completely new or a seasoned veteran of the E-rate program, this full-day workshop will provide you with the knowledge and tools to get the funding your library is entitled to with a minimum of geek speak. By the end of the day you will have started filling out many sections of your 2012 E-Rate application and you will have a plan to collect the information you need to complete the rest. Attendees will also receive several “E-Rate Tools” including handouts and templates for making E-Rate as simple as possible.
Preliminary Course Outline This full-day course will be divided into a morning and an afternoon session as shown below:
- Morning session – application process
- Technology Plans, CIPA concerns and budgets
- Discounts, priorities and eligibility
- Funding years and the annual cycle
- ‘Ask for the Money’ – Application Forms (470 and 471)
- Afternoon session – acceptance and implementation
- ‘Answer Their Questions’ - PIA (Program Integrity Assurance) Review
- ‘Get the Money’ – Forms 486 and BEAR
- ‘Tell Them About Changes’ – Form 500
- BEARs (Billed Entity Application for Reimbursement) vs Discounts
- Deadline Extensions, substitutions and vendor changes
- Record keeping, appeals and audits
- What’s new for 2012
Who Should Attend: Anyone from the California public library community with an interest in or responsibility for E-Rate should attend this workshop. The workshop is also open to staff from CLSA systems.
Check-in: 8:30 to 9:00 AM Instruction: 9:00 AM to 4:30 PM
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