Education Technology
K-12 Voucher Program
CALIFORNIA DEPARTMENT OF EDUCATION
Jack O’Connell, State Superintendent of Public Instruction
Age of Computers in
California Schools
Age of Computers in California Schools
JACK O’CONNELL
State Superintendent
of Public Instruction
11%
13%
Less than One Year Old
One to Two Years Old
62%
14%
Two to Three Years Old
Three or More Years Old
Classrooms Connected to
the Internet
JACK O’CONNELL
State Superintendent
of Public Instruction
Teacher
Technology
Hours of Teacher's Education Technology Training
During the Past 3 Years
Training
over 3 Years
JACK O’CONNELL
State Superintendent
of Public Instruction
15%
12%
Less than 20 Hours
21 to 40 Hours
40 Hours or More
73%
How Ed Tech K-12
Vouchers are Allocated
JACK O’CONNELL
State Superintendent
of Public Instruction
Qualifying Schools – All benefits
will go to:
Public schools at which 40% or more
of the students qualify for free or
reduced price meals through the
National School Lunch Program
Public high schools serving students
that come from eligible elementary or
middle schools
How Ed Tech K-12
Vouchers are Allocated
JACK O’CONNELL
State Superintendent
of Public Instruction
 Districts must have a current, stateapproved technology plan
 Districts are required to 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
How Ed Tech K-12
Vouchers are Allocated
JACK O’CONNELL
State Superintendent
of Public Instruction
Vouchers
All program benefits will be paid to
schools in the form of vouchers that
can be redeemed for cash upon
proof that eligible schools have
purchased qualifying products or
services
Vouchers must be redeemed by
September 2012
How Ed Tech K-12
Vouchers are Allocated
JACK O’CONNELL
State Superintendent
of Public Instruction
Vouchers
The October 2005 CBEDS data will
be used to determine the amount of
vouchers for each eligible school
Allocation is based upon the total
enrollment at eligible schools
The initial allocation will be
approximately $50 per student and
will be increased in early 2007
How Ed Tech K-12
Vouchers are Allocated
JACK O’CONNELL
State Superintendent
of Public Instruction
Two Types of Vouchers:
General Purpose Vouchers:
50% of the vouchers will be for a
variety of hardware and software
products and technology services
Specific Category Software
Vouchers: 50% of the vouchers will
be for specific categories of computer
software
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
General Purpose Vouchers:
Computer Hardware
Computer Software
IT Support Services
Professional Development Services
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Computer Hardware:
 Desktop Computers
 Laptop Computers
 Tablet Computers
 Server Computers
 Printers
 Scanners
 Monitors
 Keyboards
 Pointing devices (e.g., mouse or trackball)
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Computer Hardware (cont.):
 Equipment for networking and infrastructure
(e.g., routers, wireless network access
cards, wireless access points)
 Hardware for accessing the internet
through television sets and internet access
for such hardware for students’ homes
 Non-custom assistive technology devices
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Computer Software:
Any non-custom software sold by any
software publisher for use on
qualifying eligible computer hardware
Non-custom software for students
with special needs
Evaluation tools to assist in
monitoring use of the vouchers
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
IT Support Services:
Services that “primarily” involve the
maintenance of hardware procured
through this program
Services that “primarily” involve the
installation and maintenance of
software procured through this
program
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Professional Development Services:
Leadership development for school
administrators in the use of education
technology to improve learning at the
site or district
General curriculum development and
instructional strategies which utilize
educational technology to improve
instruction
How General Purpose
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Professional Development Services:
Improvement of technology
integration for any software title
acquired through this program
Training in use of hardware or
software acquired through this
program
Certification training for software and
networking
How Specific Category Software
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Specific Category Software Vouchers:









Operating System
Word Processing
Spreadsheet
Presentation Software
Relational Database (oriented toward single users
for desktop computers)
Web Authoring
Productivity Suite
Encyclopedia
Server Software (including client access licenses)
How Specific Category Software
Vouchers can be Used
JACK O’CONNELL
State Superintendent
of Public Instruction
Specific Category Software Vouchers:
 Any qualifying software from any publisher
for use on any operating system platform
 Includes qualifying software that is bundled
with the computers purchased with General
Purpose Vouchers
 NOTE: You will want to use the Specific
Category Software Vouchers for software
instead of General Purpose Vouchers
whenever possible
IT and Professional
Development Services
JACK O’CONNELL
State Superintendent
of Public Instruction
Approved provider
Eligible services
General Purpose Vouchers
Approved Provider List
JACK O’CONNELL
State Superintendent
of Public Instruction
 Platform neutral
 High-quality professional development
or IT services
 Vendors and districts may apply
 Listed on CDE website
http://www.cde.ca.gov/ls/et/st/etvproviders.asp
IT Support Services
JACK O’CONNELL
State Superintendent
of Public Instruction
Primarily Involve:
Maintenance of hardware procured
through this program
Installation and maintenance of
software procured through this
program
Professional Development
JACK O’CONNELL
State Superintendent
of Public Instruction
Solely Directed at:
 Leadership development
 Curriculum and instructional strategies
 Software integration
 Training on hardware or software acquired
with vouchers
Must incorporate the use of education
technology
Approval of Products and
Services
JACK O’CONNELL
State Superintendent
of Public Instruction
 By the Settlement Claims
Administrator
Only schools and districts may
inquire
Vendors cannot inquire
Vendor Marketing
JACK O’CONNELL
State Superintendent
of Public Instruction
Do not rely on vendor statements
– About product approval
– About voucher program
Direct questions to the Settlement
Claims Administrator
Possible Consequences for
Vendor Misrepresentations
JACK O’CONNELL
State Superintendent
of Public Instruction
Legal liability
Removal from Approved Providers
List
Disapproval of Products and
Services
JACK O’CONNELL
State Superintendent
of Public Instruction
Required Documentation for
Product and Service
Purchases
 Completed Original Voucher
Redemption Form
 Original proof of purchase
– For purchases from vendors, the original
itemized receipt or invoice
– For services provided through the district,
the original spreadsheet, worksheet or
internal service order
Voucher Redemption
Process
JACK O’CONNELL
State Superintendent
of Public Instruction
Districts must submit an original
Voucher Redemption Form for
reimbursement of purchases made
for eligible schools
Voucher Redemption
Form
JACK O’CONNELL
State Superintendent
of Public Instruction
Page 1 of the Voucher Redemption
Form contains the balance
statement for the district
Page 2 is separated into sections
for Product Purchases and IT
Support Services and Professional
Development (PD) Services
Purchases
JACK O’CONNELL
State Superintendent
of Public Instruction
Page 1: Balance
Statement
JACK O’CONNELL
State Superintendent
of Public Instruction
Page 2: Product Purchases
JACK O’CONNELL
State Superintendent
of Public Instruction
Page 2: IT and PD Services
Purchases
JACK O’CONNELL
State Superintendent
of Public Instruction
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
Circle items on the original receipt
or invoice that are submitted for
reimbursement
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
If claiming individual items on an
invoice or receipt, circle the dollar
amount of the products submitted
for reimbursement
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
If claiming all items on the invoice
or receipt for reimbursement, circle
the total invoice price paid
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
If only a portion of a purchase is being
claimed for reimbursement, clearly
indicate the amount claimed on the
invoice or receipt
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
Clearly indicate amount of
rebate/discount and actual price
paid on the receipt or invoice
Proof of Purchase
JACK O’CONNELL
State Superintendent
of Public Instruction
Prices for products and services
must be itemized
- When a computer is purchased with
operating system or application
software pre-installed, the price of
the software must be itemized on the
proof of purchase if you wish to apply
Specific Category Software Vouchers
to cover the cost of the software
Price Certification
JACK O’CONNELL
State Superintendent
of Public Instruction
Vendor price certification must be
clearly visible on the proof of
purchase
Vendor certification may be typed
or handwritten
Price Certification
Examples
JACK O’CONNELL
State Superintendent
of Public Instruction
Sample certification wording for vendors without academic pricing
Sample certification wording for vendors with academic pricing
IT Support Services
JACK O’CONNELL
State Superintendent
of Public Instruction
Documentation must show:
- Name of products procured through
this settlement being installed or
maintained
- Flat rate, or hourly rate if applicable
- Number of hours spent on the
installation or maintenance
- Date of installation or maintenance
IT Support Services
Documentation Example
JACK O’CONNELL
State Superintendent
of Public Instruction
Professional Development
Services
JACK O’CONNELL
State Superintendent
of Public Instruction
 Documentation for Professional
Development services must show:
-
Name of PD event
Agenda and summary of content
Flat rate, or hourly rate if applicable
Number of hours spent on the PD
If products procured through this settlement
were the focus of the PD, then the names
of those products should be listed
- Dates of the PD
- If products received as part of the PD,
products and their cost listed separately
Approved Providers
JACK O’CONNELL
State Superintendent
of Public Instruction
All services must be provided by
an Approved Provider of
Professional Development or IT
Support Services
Note that Approved Provider list
does not mean that all services
offered by the provider are eligible
Voucher Restrictions
JACK O’CONNELL
State Superintendent
of Public Instruction
 Vouchers may not be redeemed for:
– Costs for substitute teachers
– Salaries (unless directly related to goods
and/or services purchased with program
vouchers- such as IT support and
professional development, and the district
is an approved provider)
– Insurance on goods acquired with program
vouchers (warranties are OK)
– Indirect costs
Voucher Redemption
Timeline
JACK O’CONNELL
State Superintendent
of Public Instruction
Reimbursement checks will be
mailed to districts within
approximately 30 days from receipt
of voucher redemption transaction
requirements
Voucher Redemption
Flowchart
JACK O’CONNELL
submits
StateDistrict
Superintendent
of
Public Instruction
voucher
redemption
requirements to
Settlement Claims
Administrator (SCA)
SCA reviews
redemption
transaction for
requirements
District submits
requested information
Yes
Deficiencies
?
SCA contacts district
with request for
information
No
SCA processes
voucher redemption
transaction
SCA distributes check,
updated balance
statement and
redemption form to
district
SCA updates
balances on the
distribution date at
http://EdTechK12VP.com
Purchases for
Reimbursement
JACK O’CONNELL
State Superintendent
of Public Instruction
The start date for purchases
eligible for redemption is July 1,
2006
Vouchers must be redeemed by
the districts within six years
What determines the
date for a purchase?
JACK O’CONNELL
State Superintendent
of Public Instruction
Vendor products or services:
Date of the invoice received from the
vendor
District services:
Date the service was completed
Examples of Ineligible
Products
JACK O’CONNELL
State Superintendent
of Public Instruction
Personal Digital Assistants (PDAs)
Laptop carrying cases (unless
purchased with the laptop)
Examples of Ineligible
Products
JACK O’CONNELL
State Superintendent
of Public Instruction
 Custom software
 Computer devices and components
(other than printers, scanners, monitors,
keyboards and pointing devices) are
ineligible when they are not included as
part of the purchase of a computer
Examples of Ineligible
Products
JACK O’CONNELL
State Superintendent
of Public Instruction
Computer devices and
components include such items as:
– CD-Rom or DVD drives
– Speakers
– Tape backup or storage units
Product Eligibility
Questions
JACK O’CONNELL
State Superintendent
of Public Instruction
 For information on what products and
services are eligible for reimbursement,
go to http://EdTechK12VP.com and click
on Frequently Asked Questions (FAQs)
 Email your product inquiry to
[email protected]
 Contact the Call Center toll free at
1-800-419-5286
Product Eligibility: Caution
JACK O’CONNELL
State Superintendent
of Public Instruction
Be wary of any vendor claims that
their products or services are
eligible for redemption. Schools
and districts are responsible for
verifying that the product or service
is eligible for redemption prior to
making a purchase
Product Eligibility: Caution
JACK O’CONNELL
State Superintendent
of Public Instruction
Only the Settlement Claims
Administrator can confirm
eligibility of a specific product
or service
Products Placement
Requirement
JACK O’CONNELL
State Superintendent
of Public Instruction
 Products are for use in eligible schools
only
 Products may not be transferred to
ineligible schools
 Eligible schools may replace or retire
products when appropriate
 Networking equipment that provides a
substantial benefit to eligible schools
may be placed at a district location
Claims Administrator
Contact Information
JACK O’CONNELL
State Superintendent
of Public Instruction
By phone:
1-800-419-5286
By email:
[email protected]
Website:
http://EdTechK12VP.com
CDE Contact Information
JACK O’CONNELL
State Superintendent
of Public Instruction
Education Technology Office:
By phone:
1-916-323-5715
By email:
[email protected]
Website:
http://www.cde.ca.gov/ls/et/st/etv.asp
Questions
JACK O’CONNELL
State Superintendent
of Public Instruction
Email your questions regarding this
presentation to:
[email protected]