Education Technology K-12 Voucher Program

Molly Carbo

RIMS CTAP

Overview

• The Education Technology K-12 Voucher Program resulted from the Settlement Agreement between California consumers and Microsoft Corporation.

• Two-thirds of the funds remaining after the consumer settlement has been satisfied will be available for dissemination via vouchers to eligible schools.

Settlement

• Conditions and restrictions determined by legal settlement

• Total for California is about $500,000,000

• Estimated voucher amount: $98-150 per student

• Small school formula:– 1-100 students funded at 100 students– 101-200 students funded at 200 students– 201-300 students funded at 300 students

Settlement Timeline

RFA posted online

with allocation amounts

9/18/06

SCA begins taking calls

/emails about

product eligibility

9/20/06

RFA

deadline

6/30/08

End of program

Voucher amount recalcu-

lated

POs

eligible to

redeem

8/1/129/1/087/1/06

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).

Feeder School Provision

• A public high school serves:– Grade 9 only, or– One or more grades 10-12, and no grade below 7

• Feeder School for a regular public high school– Eligible elementary, middle, or junior high school that resides

within the attendance boundaries of the high school

• Feeder School for open enrollment or magnet high school– Students currently enrolled from eligible elementary, middle, or

junior high school

• Transfer students do NOT make a school eligible!

High School Eligibility

40% 35%

40%

35%35%35%

35%

25%

Elementary & Middle Schools High School

Eligible Elementary

Eligible MiddleEligible

High School

Application Process

• LEAs apply on behalf of their eligible schools– 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

Application Process

• Application Narrative– District enters 2 paragraph narrative on how the

vouchers will be utilized to support implementation of the district’s technology plan

– County Offices, Direct-Funded Charters, & State Special Schools enter 2 paragraph narrative on how the vouchers will be utilized to support implementation of their technology plan or other planning document

Application Process

• Documentation– LEA submits application electronically for approval – LEA prints application, obtains original ink signature,

and files application for audit purposes (similar to ConApp process)

Application Process

District gets PIN &Password from CDEto apply for eligible schools

Log on

1. Enters 3 names to submit vouchers

2. View eligible schools

3. If needed for H.S., identify 1 feeder

4. Narrative on voucher use

LEA prints application, obtains an original ink signature, and files for audit purposes

LEA submits application electronically for approval

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.

Voucher Allocation

• October 2005 verified CBEDS data

• $98 to $150 per student

• Based upon 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.

Voucher Allocation by Type

50%50%

Software Vouchers

General Purpose Vouchers

$$

Voucher 50%-50%

General Purpose Software

Operating System (e.g. Windows)

Word Processing (e.g. MS Word)

Spreadsheet (e.g. MS Excel)

Presentation (e.g. MS PowerPoint)

Desktop database (e.g. MS Access)

Web-authoring (e.g. MS Front Page)

Productivity Suite (e.g. MS Office)

Encyclopedia (e.g., MS Encarta)

Server (e.g. Windows Server)

Qualifying Hardware •Laptop•Desktop•Tablet•Server•Peripherals

Professional Development

Certification Training

Evaluation Tools

Non-custom Software

IT Support Services

Software Vouchers

• May only be redeemed for any non-custom software title from any publisher that has substantially similar functionality to the identified Microsoft software titles or their successors.

Software Vouchers

• Operating system (e.g. Microsoft Windows)• Word processing (e.g. Microsoft Word)• Spreadsheet (e.g. Microsoft Excel)• Presentation (e.g. Microsoft PowerPoint)• Desktop database (e.g. Microsoft Access)• Web-authoring (e.g. Microsoft Front Page) • Productivity and/or Productivity Suite (e.g.

Microsoft Office or Works) • Encyclopedia (e.g. Microsoft Encarta)

Software Vouchers

• Server software, including client access licenses

• Eligible software bundled with a computer purchased with General Purpose Vouchers

• License program that gives students the option to use eligible software at home

• Cost of software may not exceed standard academic price

General Purpose Vouchers

• Qualifying hardware: – 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)

General Purpose Vouchers

• 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

– Warrantees for qualifying hardware

• Cost of products may not exceed standard academic price

General Purpose Vouchers

• Qualifying software:– Non-custom software title from any publisher – Must be designed for use on qualifying hardware

• Evaluation Tools:– Monitoring use of vouchers– Gathering evaluation data

• Cost of software or evaluation tools may not exceed standard academic price

General Purpose Vouchers

• IT Support Services:– 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

General Purpose Vouchers

• Professional Development Services:– 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

Voucher Mantra

• Before purchasing products or services

– Contact SCA to verify eligibility• 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)

Voucher Restrictions

x xxxx x x

Handhelds Video conferencing Memory or Storage Devices

LCD Projectors Cables, Speakers CDs and other media

Voucher Restrictions

• 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 for purchased products– Indirect costs

Voucher Restrictions

• Supplement not supplant rule applies

• Vouchers may not be redeemed for the discounted or reimbursed portion of a product and/or service – E-rate– AB 466– AB 430

• Approved providers only– IT Services– Professional Development Services

Voucher Redemption Steps

The LEA contacts the SCA to verify product or service eligibility

LEA purchases the allowable goods or services using existing funding

LEA submits the voucher redemption form with required documenta-tion to the SCA

Once approved, the SCA sends the check to the LEA along with an updated voucher form

(30 days)

Voucher Redemption Process

• The SCA reviews submission and follows up with LEA if corrections are needed

• Once approved, the SCA sends the check to the LEA along with an updated voucher form– 30 day turn-around

• The SCA is required to post, on a public Web site, the voucher award amount and redemption status for all LEAs

Voucher Redemption Process

• 9/20/2006 - SCA begins verifying product or service eligibility– Confirmation number for allowable products– If product is not in their internal database, SCA staff

will research and get back to you within 30 days

• Description of required documentation is found on back of voucher redemption forms– Original, itemized invoice– Verification of academic pricing

Voucher Redemption Issues

• 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– There is NO list of approved products– Verification of eligibility is district responsibility

• If goods or services are also eligible for discounts or reimbursement, setup claims to avoid double-dipping

For More Information

CDE Ed Tech Voucher Program Web Site:

http://www.cde.ca.gov/ls/et/st/etv.asp

CTAP Ed Tech Voucher Program Web Site:

http://ctap10.org/k12voucher

Kathleen Steeleksteele@ctap10.org

Molly Carbomcarbo@ctap10.org

Questions?

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

Application Planning

• Identify eligible feeder schools for high schools <40% FRPL, if applicable

• Assemble team of stakeholders– Eligible school sites– Curriculum– Technology– Parent/Community

• Review current technology plan

Application Planning

• Identify how K-12 Vouchers can support district technology plan’s goals and objectives– Curriculum– Professional development– Hardware, Software, Infrastructure, Technical Support

• Analyze current data

• Create 4-6 year plan to expend funds in support of technology plan objectives

Implementation

Assemble Stakeholders

•Review Tech Plan

•Curriculum & Professional Development

How can vouchers support state-approved technology plan?

Provide for:

•Professional Development

•Total Cost of Ownership

Make plan for 4-6 years

RIMS CTAP Services

• For Administrators– Administrators’ Conference– DataTrek– AB 430 Module 3

• For Teachers– Technology Integration Coaching– Digital Classroom training– Technology Resources to Support Adopted Materials training

• For Site Teams– Data Teams