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i-N F I v <br />COMMUNICATIONS & CONSULTING <br />AN EMPLOYEE OWNED COMPANY <br />PROJECT ATTACHMENT 0492•FY2023 <br />SANTA ANA PUBLIC LIBRARY <br />Client No, 0492 <br />SERVICES. CATEGORY ONE E•RATE CONSULTING SERVICES <br />INFINITY'S RESPONSIBILITIES <br />Infinity shall perform the following tasks for our Category One E•Rate Consulting Services: <br />E•RATE AND CALIFORNIA TELECONNECT FUND (CTF) CONSULTING SERVICE <br />1, CllentAccess — Infinity will be available to the Client by phone, email, or In person to address Client related E-Rate Funding issues. <br />Client will provide Infinity with a minimum of 72 hours' notice of a request for onsite service, <br />2, Program Updates — Infinity will update the Client on changes In the E-Rate and CTF process and help staff to lake advantage of <br />newly eligible products and services. <br />3. Program Compliance — Infinity will assist the Client to verify that USAC rules are being followed and, if necessary, provide guidance <br />on new processes or procedures to ensure program compliance, in regard to Bid Evaluations, Procurement, Technology Plans, CIPA <br />compliance, Technology Budget, and Document Retention. <br />E-RATE APPLICATION MANAGEMENT <br />1. Needs Assessment and Strategic Planning — Infinity will assist the Client to determine a Filing Strategy that best meets the Client's <br />needs to maximize the Client's E-Rate funding opportunities. <br />2. Determination of Funding Request Amount — infinity will prepare the required "Item 21 Attachment Sheet", by; review one (1) month <br />of the Client's bills from eligible Service Providers to determine an estimated annual funding request, review of Client's current annual <br />contract(s) for eligible services, and/or review of new contract(s) for eligible services. <br />3. File Forms — Infinity will prepare and file the following forms required by USAC's School and Library Division to receive E-Rate <br />Category One Telecommunications and Internet Access funding: Form 470, Form 471, and Form 486. <br />4. Administration of PIA Process — Infinity will assist the Client in responses to and delivery of the required documentation for USAC's <br />"Program Integrity Assurance" (PIA) information requests, <br />5. Service Provider Collections— Infinity will prepare the Service Providers required forms ("Discount Grids") to have the Client's eligible <br />discounts added to the monthly Service Provider Bills (SPI Method) or prepare and file the Form 472 (BEAR Method) to have a <br />reimbursement check issued for the eligible discount amount. <br />6. Application Status — Infinity will provide the Client with progress status on applications, reviews, and modifications, for the Client's <br />open funding requests. <br />REQUEST FOR PROPOSAL RFP) MANAGEMENT SERVICES <br />1, Develop RFP Documents — Infinity will develop a Request for Proposal (RFP) for Category One Services in compliance with the <br />Client's Local/State and the E-Rate Program's procurement requirements. If newspaper publication Is required, Infinity will assist the <br />Client with compliance at least 20 days prior to receipt of responses to the Form 470. <br />2. RFP Tracking — Infinity will distribute and track, In electronic form only, the "RFP Documents" to prospective bidders thru Infinity's <br />"Projects' website. <br />3. Administration of RFP Process — Infinity will prepare and distribute project clarification(s) and/or addenda(s) to address questions <br />from prospective bidders, <br />4. Bid Opening — Infinity will conduct the opening of bid response(s). All bid openings will be held at Infinity's offices, unless otherwise <br />agreed upon between the Client and Infinity. <br />5. Bid Evaluation - Infinity will evaluate the bid responses based on the E-Rate Program's requirements for the "Evaluation of Bids" and <br />provide the Client with recommendations for the award of contract(s). <br />6. Contract Administration — Infinity will collect the documents necessary for the award of contract from the successful bidder and <br />coordinate the delivery to the Client for execution, <br />AUDIT ASSISTANCE <br />1, Document Retention — Infinity will maintain a copy of the documents required for E-Rate Program's "Document Retention Policy", <br />Including "Pre-bldding Process", "Bidding Process", "Award of Contracts "Application Process", "Purchase and Delivery of Service", <br />"Invoicing", "Inventory", and "Forms and Rules Compliance", for up to 10 years from the last date of service. <br />2. Document Assistance — Infinity will assist the Client in the preparation and delivery of the Auditor requested documentation. <br />Project Attachment for E-Rate Services I Page 1 of 3 <br />PO Box 999, Bakersfield, Ca, 93302 1 Phone: 661.716.1840 1 Fax: 661.716,1841 1 www.infinityeomm.com <br />