2016 SHLB Annual Conference
Date(s): April 27-29, 2016Location: Hyatt Regency Crystal City, VA
Registration will take place on the lower ballroom level of the hotel.
E-rate and Fiber Build-out
If you have applied for E-rate fiber support or are considering applying for E-rate fiber support in the future, you will want to attend this important E-rate Fiber Pre-Conference Workshop. This Workshop will give current and future applicants the chance to interact with the key officials from the FCC and USAC. They will discuss how to issue a RFP, how to evaluate competing bids, and how to structure the application to maximize your chance for approval. Dave Salway, Director, Schools and Libraries Program from USAC will deliver a presentation and will answer questions about the implementation of the program. Additionally, many other schools and libraries that are deploying dark fiber will share their best practices and lessons learned.
- Moderator: John Windhausen, SHLB
- David Salway, Director, Schools and Libraries Division, USAC
- Chas Eberle, Attorney Advisor, E-rate, FCC
- Joe Freddoso, Mighty River LLC (advisor to USAC)
- Moderator: Rebecca Jacobs, Womble Carlyle Sandridge & Rice, LLP
- Keith Krueger, CEO, COSN
- Andrew Moore, Boulder Valley School District, Colorado
- Vincent Scheivert, Albemarle County School District, Virginia
SHLB played an important role in convincing the FCC to allow dark fiber and self-provisioning to be eligible for E-rate support in the December 2014 Order. We are committed to helping schools and libraries use these new rules wisely to access funding to upgrade their broadband connectivity.
Community Anchor Institutions and Broadband Adoption
Current Pew Internet data tells us only 67% of adults have a broadband connection at home. Fortunately, many Community Anchor Institutions (CAIs) are addressing this “digital divide” through digital literacy training, access to devices, access to home internet service and access to internet service in public spaces. Some anchor institutions are exploring innovative ways to promote broadband adoption that were not imagined five years ago.
Join several of the nation’s leading broadband adoption practitioners and policy-makers to discuss the new strategies that CAIs are implementing to promote broadband adoption. This in-depth Workshop will identify what works, what is planned for the future, and what resources are necessary to increase digital equity for all. The Workshop will identify recommendations for enhancing CAIs’ advocacy. Some of the questions to be explored include:
- What are the FCC's plans to increase broadband adoption (beyond Lifeline!)?
- What are the best practices of strategic partnerships between CAIs and local government, community based organizations and internet service providers?
- How does the latest broadband adoption research impact future strategies?
Segment 1: FCC's Broadband Adoption Efforts: Lifeline and More
Moderator: Angela Siefer, Director, National Digital Inclusion Alliance
- Lauren Wilson, Legal Advisor, Office of the Bureau Chief, Consumer and Governmental Affairs Bureau at Federal Communications Commission
Segment 2: Voices from the Field
- Kami Griffiths, Executive Director, Community Technology Network
- Eric Brown, President & CEO, California Telehealth Network
- Carrie Coogan, Director of Public Affairs & Community of Readers, Kansas City Public Library
- Michael Liimatta, Manager, Connect Home, U.S. Department of Housing and Urban Development
Segment 3: Latest Broadband Adoption Research
Moderator - Luke Swarthout, Director of Adult Education Services, New York Public Library
- John Horrigan, Senior Researcher, Pew Research Center
- Giulia McHenry, Chief Economist, NTIA
Breakfast and Registration
Conference registration is on the lower ballroom level of the hotel. A continental breakfast will be available before the conference begins.
Plenary Presentation: State Broadband Success Stories
Welcome: John Windhausen, Executive Director, SHLB Coalition
Moderator: Jennie Stapp, State Librarian, Montana State Library
John Gillispie, Executive Director, MORENet
Jean Davis, President and CEO, MCNC
NTIA: Community Connect Initiative
What does it mean to be a “connected community” and how can we work together to advance broadband access, adoption and use? NTIA’s BroadbandUSA needs your wisdom and experience to define the measures that accelerate local, regional, and national broadband efforts.
A key recommendation from the Broadband Opportunity Council, shaped through extensive stakeholder engagement, the Community Connectivity Initiative will empower communities to better assess their broadband access and assets, digital skills and equity, policies and funding, and alignment with local priorities.
The Initiative will include a broadband self-assessment; report, recommendations and index; supporting programs; and a broader community of practice. Join national and local thought-leaders for an in-depth Workshop to develop meaningful measures for community broadband access, adoption, policy and use. You’ll learn from your peers and make a lasting contribution to national and local broadband programs.
9:45 am Welcome and Introductions
- Doug Kinkoph, Associate Administrator, BroadbandUSA, NTIA
Doug will discuss what NTIA has learned from broadband stakeholders and highlight how NTIA has built a new set of programs and services to further support local leaders as they assess broadband coverage, evaluate business models, develop public-private partnerships, expand digital access and inclusion, and leverage broadband to achieve local objectives.
9:55 Community Connectivity Initiative Overview
- Laura Spining, Director, BroadbandUSA, NTIA
- Karen Archer Perry, Broadband Program Specialist, BroadbandUSA
What are the ingredients that support planning and implementing next generation connected communities? Laura and Karen will outline the elements of the Community Connectivity Initiative as currently envisioned, providing a structure for discussion and further input.
10:10 Partner Perspectives Lightning Round
- John Windhausen, Executive Director, SHLB Coalition
- Larra Clark, Deputy Director, Office of Information Technology Policy, American Library Association
- Lisa Leahy, Associate Executive Director, ConnectME
- Mark Johnson, CTO and VP Operations and Infrastructure, MCNC
The Community Connectivity self-assessment tool will help codify the best thinking of broadband leaders, developing a framework to expedite planning and encourage more broadband investment, equity and value. Local and national leaders will share their perspectives on developing measures for community connectivity, building a self-assessment framework and expanding support for local practitioners.
10:30 Community Connectivity Indicators and Assessment Design
- Karen Perry, Expert Advisor, BroadbandUSA, NTIA
Karen will share the current Indicator framework and set up the opportunity for in-depth conversations to critique and improve the design. The current framework includes a series of “benchmarks,” indicators and detailed attributes that cover:
- Access - wireline, wireless, infrastructure
- Adoption – home and mobile adoption, institutional support, skills and literacies
- Policy - leadership, funding, use of public assets-
- Use – government services and civic engagement, economic development and innovation, education and continuous learning, health and wellness, energy and the environment, transportation and public safety
11:00 Breakout Groups: Indicator Review and Collaboration
We’ll break into small groups to discuss the indicators in depth. Our objective is gain insights to strengthen the model, to ensure that the indicators are progressive and technology neutral, and to makes sure they are applicable to different types of communities. In short, our goal is to ensure the indicators reflect your best practices, best thinking, and practical experience.
11:40 Wrap-up and Next Steps
Financing and Fiber Construction
Build vs Buy: What are we in for once we ask this question?
This panel will have a discussion on the decisions we have to make and the challenges we face if we decide that a build option is a legitimate option to serve our ongoing broadband needs. We will discuss business planning, potential financing models, political opposition, the construction and maintenance process, how to fairly evaluate these options in a competitive situation, as well as other topics that our audience has specific interest in discussing.
- Moderator: Oliver Pilco, Access Infrastructure Partners, LLC
- Duke Horan, Henkels & McCoy
- Courtney Violette, Magellan Advisors
- Don Williams, BroadbandUSA, NTIA
Wi-Fi’s Role in the Future of Learning
From empowering students through individualized lessons and rich, digital content to connecting
community members to job opportunities, Wi-Fi serves a critical role in providing broadband
connectivity to anchor institutions. What can policymakers do to ensure the future of Wi-Fi and
what do stakeholders need to know?
This panel will explore: (1) the role Wi-Fi plays in the future of learning; (2) upcoming technical
developments in Wi-Fi that could impact anchor institutions’ ability to deploy; and (3) the
significance of current spectrum policy on ensuring anchor institutions are able to adapt to new
modes of learning.
- Moderator: Bill Maguire, WiFi Foward
- Erik Heinrich, Ruckus Wireless
- Lessell Martiny (Marty) Bray Ph.D., Forsyth County Schools
- Maribeth Luftglass, Fairfax County Schools
Community Anchor Institutions and Lifeline
Now that the Federal Communications Commission is committed to modernizing the Lifeline program and allowing low-income families to have the choice of home broadband, what role should anchor institutions play in this new opportunity? Join in an interactive conversation with leading thought leaders.
- Moderator: Amina Fazlullah, Benton Foundation
- Trent Harkrader, FCC
- Keith Krueger, CoSN
- Larra Clark, ALA
Telehealth Networks and E-rate
This discussion will summarize the California Telehealth Network's (CTN) collaboration with California schools and libraries to utilize Healthcare Connect Fund and E-Rate funding. This innovative funding approach will be used to provide money for fiber based broadband construction to anchor institutions in unserved broadband
communities. This collaboration includes HealthConnect Networks, the FCC Wireline Competition
Bureau, and USAC participants.
- Moderator: Jeff Mitchell, Lukas, Nace, Gutierrez & Sachs, LLP
- Eric Brown, California Telehealth Network
- Jim Rogers, HealthConnect Networks
- Craig Davis, USAC
Lunch Featuring Senator Angus King and White House Fellow September Hargrove
On January 3, 2013, Angus S. King, Jr. was sworn in as Maine’s first Independent United States Senator.
Senator King joins a long line of independent leaders from the State of Maine. He is a steadfast believer in the need for greater bipartisan dialogue and relationship building among legislators.
Senator King began his career as a staff attorney for Pine Tree Legal Assistance in Skowhegan. In 1972, he served as chief counsel to U.S. Senate Subcommittee on Alcoholism and Narcotics in the office of former Maine Senator William Hathaway.
In 1975, he returned to Maine to practice with Smith, Loyd and King in Brunswick. In 1983, he was appointed Vice President of Swift River/Hafslund Company, an alternative energy development company working on hydro and biomass projects in Maine and New England. Six years later, he founded Northeast Energy Management, Inc., a developer of large-scale energy conservation initiatives at commercial and industrial facilities in Maine.
In 1994, Senator King was elected Maine's 72nd Governor. During his two terms in the Blaine House, he focused on economic development and job creation, and also achieved significant reforms in education, mental health services, land conservation, environmental protection, and the delivery of state services. He was re-elected in 1998 by one of the largest margins in Maine’s history.
September Hargrove, White House Fellow, National Economic Council
Following Senator King's address, September Hargrove will address conference attendees.
Facilitating Telehealth Networks and the SHLB Health Petition
This Workshop will focus on the status and future of rural healthcare delivery and how the Rural Healthcare (RHC) Program can best improve telemedicine in rural areas in the years ahead. Eric Brown, CEO of the California Telehealth Network, and other applicants in the RHC Program will participate, as well as representatives of healthcare providers and the commercial sector. The Workshop will also consider the Petition for Rulemaking filed with the FCC by the SHLB Coalition and six state Telehealth Networks that proposes several improvements to the RHC Program. The Workshop will consist of two roundtable discussions focused on RHC Policy and Administrative issues. Each roundtable discussion will begin with brief opening remarks from three roundtable participants and then the floor will be open to discussion by any participant. The tentative schedule is as follows:
1:45 – 3:00 pm Discussion of the future of the RHC Program policies.
3:00 – 3:15 pm Break
3:15 – 4:15 pm Discussion of application processes in the RHC program.
- Opening Remarks: Radhika Karmarkar, Wireline Competition Bureau, FCC
- Eric Brown, CEO, California Telehealth Network
- Ed Bostick, CEO of Colorado Telehealth Network
- Tim Koxlien, CEO of TeleQuality Communications, Inc.
- Allison Orwig, Project Manager, Indiana Telehealth Network
- Camelia Rogers, Program Director, Kellogg & Sovereign Consulting, LLc
Ask an E-rate Lawyer
When the FCC took the controversial step of permanently increasing funding available for the E-rate program by $1.5 billion, it adopted a slew of new rules meant to make the program more cost efficient. At the same time, it vowed to more stringently enforce its rules, following the trend of an increased emphasis on enforcement across all industry sectors at the FCC. As a result, it is more important than ever to understand the complexities and pitfalls of the FCC’s E-rate rules. Please join us for a brief presentation of some practical tips and some of the trickiest aspects of the E-rate rules, followed by a free-flowing question and answer session in which three E-rate lawyers will answer your most pressing E-rate questions.
- Jim Smith, Davis Wright Tremaine LLP
- Paul Hudson, Davis Wright Tremaine LLP
- Tanea Foglia, Davis Wright Tremaine LLP
Smarter Communities/U.S. Ignite
U.S. Ignite, along with Internet2 and more than 12 “gigabit cities” across the U.S. have developed a new program focused on developing smart gigabit communities and anchors to develop and incubate gigabit-enabled applications. A key part of this program is for community anchor institutions to develop test beds for these new gigabit applications, in order to “kick the tires” and pilot the applications before broad availability—and demonstrate the power of gigabit networks for CAIs. The speakers will discuss how emerging gigabit communities and gigabit connected CAIs can get involved as a smart gigabit community or smart CAI test bed participant.
- Moderator: Susannah Spellman, U.S. UCAN Executive Director, Internet2
- Joe Kochan, U.S. Ignite
- Don DuRousseau, George Washington University
- Crosby Kemper, Kansas City Public Library
If it Matters, Measure it:
Using national benchmarks to incent investments in broadband
While many of us see investments in broadband and other digital assets as critical for
community development, it is sometimes tough to make the case. Edge has helped
libraries measure their technology plans against national benchmarks and community
goals. The National Telecommunications and Information Administration (NTIA) is
proposing a similar approach for the Connectivity Initiative - a set of community
benchmarks for broadband access, adoption, policy, and use.
- Moderator: Katherine Bates, ULC
- Kristi Zappie-Ferradino, Urban Libraries Council
- Laura Spining, Director, BroadbandUSA, NTIA
- Samantha Becker, University of Washington
How Public Housing Authority Pioneers are Bringing Opportunity Home
Public housing authorities are pioneering approaches to providing in-home broadband access to low-income households in ways that address the education gap for children in public housing and the real estate objectives of public housers. How can the Internet in public housing meet both missions? Learn how large and small public housing authorities have implemented Internet digital inclusion using a variety of technologies that help residents and save dollars. How does a diverse real estate portfolio impact solutions? What are the emerging opportunities to finance broadband? Discussion will focus on best practices for combining low-cost Internet access, digital literacy training, and affordable equipment. What avenues for policy change exist and what are practical steps you can take to make broadband more available?
- Moderator: Ethan Handelman, National Housing Conference
- Catherine Crago, Housing Authority of the City of Austin
- Abra Lyons-Warren, Senior Program & Policy Manager, Council of Large Public Housing Authorities
Plenary Speaker - Dr. Valerie Truesdale
Dr. Valerie Truesdale
Chief Officer, Technology, Personalized Learning, Engagement
Dr. Valerie Truesdale joined Charlotte-Mecklenburg Schools in October 2012. She has been charged with transforming learning and schools using technology integration to spur innovation and prepare students for 21st century careers.
“Technology is transforming the way we learn, live and work. Schools need to teach digital learners in the way they learn best,” Dr. Truesdale believes. “We expect students in Charlotte-Mecklenburg Schools to graduate with strong foundational skills in academics and technology integration, prepared for college and careers. Our responsibility is to provide learning systems that stretch students to their highest possible level of achievement, engaging our business partners and community leaders in this important goal.”
Dr. Truesdale, a native of Columbia, spent most of her career in public schools in South Carolina. In addition to serving over nine years as a superintendent in Beaufort County and Oconee County in South Carolina, she served as a chief academic officer for a decade. She previously led the policy division of the South Carolina State Department of Education, supervising student assessment, educator licensure, technology services and policy. Dr. Truesdale is a former high school principal, assistant principal, personnel administrator and teacher at high school and college levels.
Dr. Truesdale’s contributions to education have been recognized nationally and regionally. She is a past president of the international Association for Supervision and Curriculum Development (ASCD) and was the first national recipient of the Women in School Leadership Award, conferred by the American Association of School Administrators (AASA) in 2011. She was named state superintendent of the year in 2009 by the SC Association of School Administrators and received a Lifetime Achievement Award from that organization in 2012. She was a finalist for Charlotte’s CIO of the year in 2014 and 2015 and was recently named one of the Top 30 Technologists, Transformers and Trailblazers by Center for Digital Education. Dr. Truesdale currently serves on the advisory board for the National Dropout Prevention Center board and on the board of IT-oLogy.
Dr. Truesdale holds a bachelor’s degree in secondary education from Clemson University, an M.B.A. in Marketing from Georgia State University and a Ph.D. in educational leadership from the University of South Carolina.
Chesapeaker View (Top Floor of Hotel)
Join SHLB for some drinks and food. The reception is a great opportunity to get to know the other conference attendees and conference speakers.
Plenary Panel: Libraries and Digital Inclusion
Around the US, libraries often lead the way when it comes to providing computer skills courses and getting families online in digitally divided communities. However, one of the main constraints to expanding digital inclusion programming at libraries is having enough human capacity - staff and trained volunteers. Hosted by Google Fiber, this panel will discuss the current state of libraries and digital inclusion activities around the country, then showcase the approaches of Nashville Public Library and Charlotte Mecklenburg Library to building capacity and extending services within their systems.
- Moderator: Andrew Bentley, Google Fiber, Digital Inclusion Program Manager
- Mary Alice Ball, AMLS, Phd, Senior Library Program Officer
- Ruben Campillo, Charlotte Mecklenburg Public Library (Digital Inclusion Fellow);
- Susan Reaves, Nashville Public Library (Digital Inclusion Fellow);
The Impact of Lifeline Reform on Wireless Consumers
The FCC has proposed to modernize the Lifeline program to support broadband. Low-Income consumers find wireless service to be most attractive, and approximately 90% of the current Lifeline program support flows to wireless companies. The new FCC Order allows support for stand-alone wireless broadband service, but it poses some special challenges for wireless companies and voice consumers. This panel will explore how the revised Lifeline program will impact wireless consumers and companies.
- Moderator: Julia Pulidindi, Advantage Engineers
- Mark Rubin, TracFone
- Josh Guyan, Kelley, Drye & Warren, LLP
- Olivia Wein, National Consumer's Law Center
K-12 Trends and School Broadband Needs
The move Online Assessments, adoption of Digital Resources and the explosion of Student Devices are just some of the items driving the need for additional broadband in schools. This panel will discuss these key issue and the considerations that need to be addressed when planning for large scale adoption of bandwidth intensive applications and devices. It will also look to what implications these issues have to the future.
- Moderator: Denise Atkinson-Shorey, e-Luminosity
- Bob Collie, ENA
- Sheryl Abshire, Calcasieu Parish School Board
- Lindsay Conrad, Connected Nation
E-Rate Compliance Dos and Don'ts
The Dos and Don'ts of Compliance: What You Need to Know About Handling Programmatic and FCC Requirements
This interactive session would be divided into two parts: (1) the “Dos”; and (2) the “Don’ts” of programmatic compliance. These will cover the principles and in general, best practices that program beneficiaries and service providers should consider as they interact with a range of USAC program requirements as well as with FCC’s rules and policies. Particular emphasis would be placed on the challenges faced by smaller beneficiaries and service providers that do not have dedicated legal or other compliance staff to handle
- Moderator: Stanley Adams, SEA Broadband Consulting, LLC
- Stephen Rosen, Levine Blaszak Block & Boothby, LLP
- John Harrington, Funds for Learning, LLC
Extending Middle-Mile Networks to Last-Mile Homes and Apartments
This session will lead cities, educational institutions, libraries and others through the process of leveraging existing middle-mile networks, including those networks built to enhance anchor-institutional customers, to provide services to residences or businesses in a community. The panelists will discuss the importance of coordinated broadband planning across a community or region, the possible role of education broadband service spectrum in facilitating broadband deployment, and landmines that local governments and agencies and key community institutions may face when planning Gigabit Networks.
- Moderator: Drew Clark, Best, Best & Krieger
- Ray Cagle, Clearwave
- John Lyons, Anne Arundel County, MD
- Joel Mulder, eX2 Technology
- Sandeep Taxali, NTIA
Lessons Learned from the NYC E-rate Consent Decree
In December 2015, the Federal Communications Commission’s (FCC’s) Enforcement Bureau adopted a consent decree resolving the Enforcement Bureau’s investigation into whether the New York City Department of Education violated the competitive bidding rules of the FCC’s E-rate program. Under the terms of the consent decree, NYC DOE agreed to pay $3 million to resolve the dispute and to relinquish claims to much of its e-rate funding since 2002. This landmark settlement – the first handled by the FCC rather than the courts – will have implications for applicants and service providers alike.
- Steve Augustino, Kelley Drye & Warren LLP
- Denise Smith, Kelley Drye & Warren LLP
This session will provide:
- An overview of the Compliance Plan measures adopted by the NYC DOE and what those mean for future enforcement cases
- Discussion of key FCC rules (competitive bidding procedures, gift limitations, etc.) under the E-rate program
- Suggestions on what service providers and applicants can do to protect themselves before, during and after USAC investigations
ConnectHome and Housing Projects
EveryoneOn, the ConnectHome nonprofit lead, will host a panel featuring educators and representatives from HUD, The White House, ISPs and local and national stakeholders to discuss the overall progress and goals of the ConnectHome, along with sharing some of our success stories and current challenges. Special attention will be paid to the following
- Success stories of specific communities and the process under which they have gained success.
- Current evaluation benchmarks.
- How additional communities and private-public stakeholders can get involved.
- Where ConnectHome is going post pilot phase.
Attendees to this panel will gain a view into some of the most challenging and cutting-edge work going on currently, and receive tangible best practices that they can put to use in their communities to close the digital divide.
- Moderator: Chike Aguh, Chief Executive Officer, EveryoneOn
- Kim Cole, District of Columbia Housing Authority
- Rei R. Onishi, Housing and Urban Development
- Danilo Campos, Github
Lunch and Broadband Opportunity Council Plenary Panel
The Obama Administration created the Broadband Opportunity Council last year to encourage the 25 Executive Branch agencies to support the needs of communities seeking greater broadband investment. NTIA is a co-chair of the BOC, and Doug Kinkoph will explain what the BOC has accomplished over the past year. Michael Liimatta from HUD will explain HUD’s important role in launching and implementing the ConnectHome and ConnectALL initiatives, designed to connect 20 million more Americans to broadband by 2020.
- Moderator: Angela Siefer, NDIA
- Doug Kinkoph, NTIA
- Michael Liimatta, HUD