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Notice to E-Rate Service Providers (www.erate470.com)Network Equipment and maintenance and operation costs for existing networks are eligible. Allequipment and services, including maintenance and operation, must be competitively bid.Applicants that seek bids for special construction of dark fiber or self-provisioned broadbandnetworks must also seek bids for lit fiber service and fully consider all responsive bids.Applicants may seek special construction funding for the upfront, non-recurring costs for thedeployment of new or upgraded facilities. The eligible components of special construction areconstruction of network facilities, design and engineering, and project management.Staff salaries and labor costs for personnel of the applicant or underlying beneficiary are not Erate eligible.5l. Applicant non-discount portion of construction charges may be paid out up to four yearswith an installment plan between the applicant and the service provider. Service Providers whoare bidding on services that have special construction charges should provide details onavailable installment plans with your bid response.6.CONTRACTS6a. Contracts must be submitted with bid – signed and dated. Bidders for all services andproducts (except for tariffed telecommunications services or month-to-month services which donot have a related contract) must also submit a contract for products or services.6b. Contracts can be automatically generated. When the applicant selects the bids to include in theirapplication, KSLLC's bidding program can generate a standard contract. If the bidder has providedsignature and logo authorization to KSLLC, the program can automatically generate contracts withthe bidder’s approved logo and signature. See: http://www.kelloggllc.com/eratebid1.aspx6c. Custom Terms and Conditions. Service Providers who choose to utilize KSLLC’s contractprinting option may also provide a URL link to the bidder’s standard terms and conditions to beincluded in the standard contract. Please notify KSLLC by email: forms@kelloggllc.com to addcustom terms and conditions.6d. Conditional upon funding and subsequent governing board approval. Unless otherwisenoted in the applicant’s individual RFP, all proposals shall be subject to E-Rate funding andSUBSEQUENT governing board approval.6e. Extension to make contract term coincide with an E-rate Program Year or E-rate Extension.Unless otherwise noted in the applicant’s individual RFP, the applicant will reserve the right toextend or abbreviate the contract period if such extension or abbreviation is necessary to makethe Contract term coincide with an E- rate “program year” or an extended service enddate for an E-rate program year pursuant to a “service delivery deadline extension,” asthose terms are defined by the Federal Communications Commission (“FCC”) and/or theUniversal Service Administrative Company (“USAC”).B. DOCUMENT RETENTION REQUIREMENTS – TEN YEARS (effective 9/18/2014)All service providers participating in the E-rate filing process for KSLLC client schools and librariesagree to retain all documents necessary to demonstrate compliance with the statute andCommission rules regarding the applicant's applications for receipt of and delivery of servicesreceiving schools and libraries discounts. Furthermore, if the applicant is audited pursuant to theE-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 4

Notice to E-Rate Service Providers (www.erate470.com)services and products provided by the service provider, the service provider will make such recordsavailable to the Administrator. Records must be retained for a period of ten years after the last dateof service.C. DISCLAIMERThe service provider and/or applicant is solely responsible for verifying the accuracy of informationsubmitted to Kellogg & Sovereign Consulting, LLC (KSLLC). KSLLC disclaims and makes no warranty,express or implied, nor assumes any legal liability or responsibility for the validity, accuracy,correctness, or completeness of any information that is provided by the service provider and/orapplicant to KSLLC.By submitting bids for KSLLC client schools & libraries, the service provider agrees and understandsthat KSLLC will forward the information to USAC, and the service provider is responsible for verifyingthe accuracy of information submitted to KSLLC. Kellogg & Sovereign Consulting, LLC shall not beliable for any direct, indirect, incidental, consequential or exemplary damages, including but notlimited to, damages for loss of profits, data or other intangible losses (even if KSLLC has beenadvised of the possibility of such damages), resulting from the service provider's non-response orincomplete response and/or the service provider's inaccurate, invalid, incorrect, or incompleteprovision of information.D. ONLINE BIDDING INSTRUCTIONSREAD THE STEP-BY-STEP BIDDING GUIDE: http://www.kelloggllc.com/eratebid4.aspxONLINE BIDDING ACCESS – www.erate470.com. Service providers will need to login to access thebidding site, www.erate470.com. New users will need to register for a login ID and password. Usethe “reset password” link on the site to reset your password. If you have changed your emailaddress or no longer have access to your account, DO NOT set up a new account. Send an email toforms@kelloggllc.com and request your existing login & password or contact KSLLC using online LiveChat or phone 580-332-1444 for assistance.SERVICE PROVIDER ADMIN - For service providers with multiple individuals who are placing bids forthe same company, each salesperson is encouraged to have their own bidding account. KSLLC hasthe ability to set up a bidding group for a company with one administrator who can see all bidsplaced for the same company group.SITE NAVIGATION - Follow the instructions on the screen to navigate the site. DO NOT USE THEBROWSER BACK AND FORWARD BUTTONS. Only use the program's buttons to navigate the site--thiswill ensure that all your bids are saved.SITE HELP – Click on the question mark and follow links for further explanations. Review generalspecifications: http://www.kelloggllc.com/eratebid3.aspxIf you have problems accessing the RFP site, or have any questions, please send an email toforms@kelloggllc.com. KSLLC also offers assistance via online Live Chat. Simply click on the"Live Support online" icon to be directed to a KSLLC professional who can assist you.E-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 5

Notice to E-Rate Service Providers (www.erate470.com)VIEW RFPs - Once logged in, service providers can view RFPs by Applicant. Once the provider has enteredbids, the View RFPs by Applicant choice will include bid information for the logged in provider.PLACE BIDSo Place bids for an individual applicant by using the "Place Bids” choice.o Follow the instructions online to enter bid details. If a line item does not have an associatedmake/model number, enter a short description (e.g. "installation" "shipping charges").o Bidders for category two products and services will need to provide pricing by individual site. Ifmore than one site will be utilizing the same service, the bid must clearly list all sites receiving theshared service.o Bidders for category one services that include pricing for special construction, self-provision, or IRUswill need to upload all detailed documentation including diagrams, project schedules, and pricing forall scenarios requested by the applicant. Include information on installment plans up to four yearsfor the applicant’s non-discount share of special construction charges if requested on the applicant’sRFP.o Use the "Print Bids" option to print bids. ALL BIDDERS should PRINT bids to .pdf and review online toensure the bid amounts are correct.o Bidders who have not provided signature authorization documents to KSLLC MUST PRINT AND SIGNbids, then E-MAIL all SIGNED bids to forms@kelloggllc.com.o Bidders with signature / logo authorization forms on file with KSLLC do not need to submit printedand signed bids.BLANKET BIDS. Blanket bids can be posted by using the "Place Blanket Bids" option. Service providerswho would like to use this option must contact KSLLC for specific training prior to approval to use thisoption. Contact forms@kelloggllc.com for assistance.NO late bids will be accepted.Unless otherwise stated on the individual RFP,All bids must be submitted online by 11:59 pm CST on the bid due dateE. APPLICANT-SPECIFIC RFPsApplicants may direct service providers to detailed specifications or specific RFPs. An Applicant’s RFPinstructions override any instructions provided on KSLLC’s standard bidding site and online RFPs. Forexample, if the applicant has directed service providers to the RFPs posted on their site and they requiredelivery of three copies of the bids to the applicant’s site by a certain date and time, then the serviceproviders MUST follow the applicant’s instructions or their bids will be disqualified.Failure to comply with instructions posted on RFPs may result in disqualification of bid(s).F. RFP CHANGESE-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 6

Notice to E-Rate Service Providers (www.erate470.com)RFP Changes are listed on the bidding site. Select the menu choice "RFP Changes." RFP Changes will bereflected as an RFP Addendum and uploaded to the EPC Portal. Review the list of RFP Changesfrequently!G. SCHEDULED BIDDERS CONFERENCES & ON-SITE “WALK THROUGHS”Some of the applicants REQUIRE bidders to attend a bidder’s conference or an on-site walk-through. Thelist of "Scheduled Walk-Through Dates" is available on www.erate470.com and date(s) for any requiredbidders conferences will be listed in the RFP Bidding Notes.Failure to attend a mandatory conference or walk-through may result in disqualification of bid(s).H. BID PACKET – PROVIDED TO APPLICANTAfter the bidding period closes for the respective school or library, the school or library (applicant) willreceive: bid selection worksheet that lists the various proposals entered on the RFP bidding site, bids that have been prepared on-line, printed and signed by service provider, detailed bids and supporting information submitted to KSLLC by the service provider PRIOR tothe applicant's RFP closing date. bid evaluation grid in Excel for use in evaluating bids receivedI. BID EVALUATION – WHITE SETTLEMENT ISDThe following bid evaluation criteria is used by White Settlement ISD:Vendors who are an approved vendor of at least one of the following purchasing cooperativeswill receive additional points on the bid evaluation: TX Department of Information Resources (DIR),Buyboard,TIPS/TAPS,The Cooperative Purchasing Network (TCPN),ESC Region XI,Dallas County Schools, orEducational Purchasing Cooperative of North Texas (EPCNT).The Bid Evaluation Criteria is as follows:Price - Erate Eligible Services (20), Other costs (5), HB 2128 or Buying Group Approved Bidder(15), Reputation (10), Quality of Service (10), Meet District needs (10), Past Relationships (10),Underutilized Business (10), Long Term Cost (10)In order for applicants to properly evaluate your bid, please provide details specific tothe evaluation criteria areas along with your proposal.E-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 7

Notice to E-Rate Service Providers (www.erate470.com)When the applicant selects the bids they want to include on their E-Rate application, KSLLC’s onlinebidding program will generate a bid number. For bids associated with a service provider who hasprovided KSLLC with authorization to print a contract, KSLLC will also generate a printed, signed anddated contract. Service providers may also include a link to their custom terms and conditions as part ofthe standard contract process.Partial Bids AcceptedUnless otherwise specified on the applicant's RFP, Bidders may submit bids for portions of the requestedservices or equipment. For example, a service provider may submit a bid for voice lines but not fornetwork switches. Another example would be a service provider may submit a bid for wireless accesspoints but not for caching servers.If the RFP states "YES" for total network solution, then the applicant would prefer the bidder to submitbids for all items in the network section. For example bids that include network switches, cabling andinstallation would receive a higher score in quality of solution than bids for network switches only.Category 2 Budget RequirementsApplicants who request bids for category 2 products and services will conduct a competitive biddingperiod for the products and services they need on a site by site basis. Once bids are received, theapplicant will evaluate the bids based on the responses submitted by the due date. The applicant willthen select the winning bidder based on the original bid responses.Once a bidder is selected for category 2 products and services, the applicant will then have to review theawarded bid on a site by site basis and make changes to the quantities and items selected in order tostay within their category 2 budgets by each individual site. The applicant may contact the awardedbidder to adjust quantities by site in order to meet the Category 2 budget.The selected service provider is expected to respond timely with revised proposals and contracts for theapplicant to ensure that the selected products and services are at or below the per site budget and thatthe service provider has provided all information necessary regarding reduction in quantities andassociated installation, configuration, shipping and handling charges on a per site basis.J.BID AWARD NOTIFICATIONEach applicant will use their own method for notifying service providers regarding the award of Erate bids. USAC will send notification in the form of a Receipt Acknowledgement Letter (RAL) ornotice on the USAC EPC Portal to all service providers whose bids are listed on a Form 471 once theForm 471 is submitted.The Form 471 Receipt Acknowledgement Letter (RAL) issued by USAC to the service provideris NOT A FUNDING LETTER. Funding commitment decision letters will be sent to providers after theapplication has been reviewed and sufficient funds have been approved by the FCC.E-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 8

Notice to E-Rate Service Providers (www.erate470.com)KSLLC will send copies of bids and contracts to service providers upon request. Item 21 detail is includedas an integral part of the FCC Form 471 and can be displayed on the USAC web site, www.usac.org/slMANAGED INTERNAL BROADBAND SERVICES (MIBS)The E-Rate Modernization Order added Managed Internal Broadband Services as an eligible serviceunder Category Two (limited to the applicant’s budget allotment).The following description is from the FY2017 Eligible Services List:Eligible Managed Internal Broadband Services (e.g., managed Wi-Fi) Services provided by a third party for the operation, management, and monitoring ofeligible broadband internal connections are eligible managed internal broadband services(e.g., managed Wi-Fi). E-rate support is limited to eligible expenses or portions of expenses that directly supportand are necessary for the broadband connectivity within schools and libraries. Eligibleexpenses include the management and operation of the LAN/WLAN, including installation,activation and initial configuration of eligible components, and on-site training on the use ofeligible equipment. In some eligible managed services models, the third party manager owns and installs theequipment and school and library applicants lease the equipment as part of the managedservices contract. In other cases, the school or library may own the equipment, but have athird party manage it for them. Eligibility limitations for managed internal broadband services –The equipment eligible for support as part of a managed internal broadband service may includeonly equipment listed as a broadband internal connections component on the current year EligibleServices List. Upfront charges that are part of a managed service contract are eligible for E-ratesupport except to the extent that the upfront charges are for any ineligible internal connectionscomponents (e.g., servers other than those that are necessary to provide caching) which, if includedin the contract, must be cost allocated out of any funding request.Bids submitted for MIBS must provide all details necessary to fully explain the services offered.Detailed listing of all equipment to be managed (make, model, part number, serial number, and whetheror not equipment is owned by provider or applicant) and full description of services offered.BASIC MAINTENANCE ADVISORYFor funding year 2017, E-rate will continue to provide support for basic maintenance services subject toeach school or library’s overall budget on E-rate eligible category two services. Support will only beavailable for E-Rate eligible products and services as listed on the current year Eligible Services List.The FCC’s Sixth Report and Order stated that basic maintenance is only eligible if it is conducted on abreak/fix basis or other actions required to prevent network failure. This means that service providerswill need to provide incident reports for each visit to an applicant’s site to perform necessarymaintenance. E-rate will not provide funding for maintenance up-front (“unbundled warranty”).E-Rate Bidding Instructions: Notice to Service ProvidersKellogg & Sovereign Consulting, LLCPage 9

Notice to E-Rate Service Providers (www.erate470.com)Funding will only be issued for the actual cost of labor and repair costs conducted after the provider hasidentified that an item is damaged, is malfunctioning in some way, or fails, and the service providerrepairs or replaces the piece of equipment that failed.The following is a list of the information that should be reported for each incident where the provider iscalled to the applicant site to perform maintenance:Service Incident Report:Prepare a Service Incident Report immediately upon the completion of each maintenanceservice operation. Sign the report and obtain the signature

White Settlement Ind Sch Dist (BEN: 140890) . Form 470-1: 170050139 Form 470 Date: 11/15/2016 Form 470-2: C1 ONLY Forum Link: www.erate470.com . service provider name and service provider contact person address, city, state, zip phone and fax numbers email address