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Entities Settlement & EdTech K12 Voucher Program

The table below provides information about the differences between the California Government Entities settlement and the private consumer settlement (Education Technology K-12 Voucher Program).
California Government Entities Settlement versus Education Technology K-12 Voucher Program

There are two separate Education Technology settlements:

Some school districts in California may receive benefits arising from both settlements. It is important to understand the differences between the settlements and the redemption requirements for each. The following table is a quick reference guide for California public schools regarding the key differences between the settlements.

Item Government Entities Settlement Education Technology K-12 Voucher Program
Eligibility for Benefits As part of this settlement, Microsoft will provide $70 million in vouchers to distinct government entities in California, including school districts. This includes all school districts, regardless of whether they include schools that have 40% of their students from low-income households.
THUS, ALL CALIFORNIA SCHOOL DISTRICTS ARE ELIGIBLE TO RECEIVE BENEFITS UNDER THIS SETTLEMENT.
As part of the Settlement in a consumer class action, if the total amount of vouchers claimed and redeemed by the Class is less than $1.1 billion, vouchers worth two-thirds of the remainder will be distributed to public schools in California that have at least 40% of their students from low-income households.
Application process All distinct California government entities, including school districts, will receive benefits automatically, without having to submit an application to participate. To receive benefits under this settlement, school districts that include eligible schools must submit an application to the California Department of Education on behalf of their eligible schools.
Benefits Benefits may be redeemed for qualifying hardware and/or software products, as set forth in the Settlement Agreement. Fifty percent of the total benefit amount must be redeemed in the form of General Purpose Vouchers and fifty percent in the form of Specific Category Software Vouchers. The two types of vouchers can be redeemed for different kinds of products and services.
Benefits transfer Benefits may be transferred one time. Benefits may not be transferred.
Benefit forms Yellow Settlement Benefits Balance Statement; this yellow statement is also the redemption form that must be signed and submitted with proof of purchase to receive cash. Pink and blue Redemption Form must be signed and submitted with proof of purchase to receive cash. Separate white Balance Statement is provided for reference purposes. Balance Statement does not need to be submitted to receive cash.
Product/service eligibility period June 23, 2006 – April 13, 2012 July 1, 2006 – September 25, 2013
First year redemption requirement $500 of benefits must be redeemed within the first year (by April 21, 2008) or the unredeemed portion of that $500 will be redistributed to other eligible class members. Remaining benefits must be redeemed by April 13, 2012. No first year redemption requirement. Benefits must be redeemed by September 25, 2013.
Qualifying products

Hardware:

  • Any new desktop, laptop, or tablet computer made by any manufacturer for any operating system platform.
  • Peripheral devices: printers, scanners, monitors, keyboards, pointing devices (e.g. mouse, trackball).

Software:

  • Any non-custom software offered by any software vendor for use on a desktop, laptop or tablet computer.

Important:

All products that are eligible for reimbursement for the Government Entities settlement are also eligible for the Education Technology K-12 Voucher Program.

Hardware:

  • Any new laptop, desktop, or tablet computer for any operating system platform.
  • Peripheral devices: printers, scanners, monitors, keyboards, pointing devices (e.g., mouse, trackball), interactive whiteboards, LCD projectors that are capable of accepting a data feed from a computer.
  • Equipment needed for networking and infrastructure (e.g., routers, servers, wireless network cards, or 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 for use by students with special needs.

Software:

  • Purchased with General Purpose Vouchers - Any non-custom software titles for any operating system platform that are designed for use on any qualifying hardware (see Hardware above).
  • Purchased with Specific Category Software Vouchers - Specific categories of software offered by any software publisher or vendor for any platform, including: Operating system, Word processing, Spreadsheet, Presentation, Desktop relational database oriented towards single users and typically residing on a standard personal computer, Web-authoring, Productivity and/or Productivity Suite, Encyclopedia, Server (including client access licenses), eligible software bundled with a computer purchased with the General Purpose Vouchers.

Eligible schools may also select a license program that gives students the option to use the software at home.

Evaluation Tools:

  • Evaluation tools to assist participating schools in monitoring their use of the General Purpose Vouchers and Specific Category Software Vouchers, as well as to assist the CDE in gathering evaluation data on this program.

IT Support Services:

  • Services that primarily involve the maintenance of hardware procured through this Settlement and the installation and maintenance of software procured through this Settlement.

Professional Development (PD) Services:

  • PD services directed solely at leadership development for school administrators in the use of education technology to improve learning at the site or district.
  • PD services directed solely at general curriculum development and instructional strategies which utilize educational technology to improve instruction.
  • PD services directed solely at the improvement of technology integration for any software title acquired through this Settlement.
  • Training in the use of any hardware or software title acquired through this Settlement.
  • Certification training for software and networking.

Important:

Items that are eligible for the Education Technology K-12Voucher Program are not necessarily eligible for the Government Entities settlement.

Redemption documentation requirements

Photocopy of the yellow Settlement Benefits Balance Statement will be accepted as long as it contains an original signature of a person authorized to submit redemption requests.

Photocopies of proofs-of-purchase are allowed. Vendor price certification is not required.

Photocopies of the pink and blue Redemption Form are not allowed; the original form must be submitted, with the signature of a person authorized to submit redemption requests.

Photocopies of proofs-of-purchase are not allowed; originals must be submitted.

Vendor price certification is required. The vendor must certify that the prices on the receipt or invoice are their standard academic prices for the products or services, or if academic prices are not available, the prices are the normal or standard prices charged by the vendor for such products or services.

Reimbursement Typically a payment will be processed within 60 days after the Settlement Claims Administrator receives the Settlement Benefits Balance Statement and all necessary documentation and determines that the claim is in good order. Typically a payment will be processed within 30 days after the Settlement Claims Administrator receives the Redemption Form and all necessary documentation and determines that the claim is in good order.
Web site Microsoft California Government Claims External link opens in new window or tab. Edtech K-12 Voucher Program External link opens in new window or tab.
Settlement Claims Administrator contact information By phone:
1-888-576-6535
By mail:
Settlement Administrator
MS California Govt Settlement
P.O. Box 99
Minneapolis, MN 55440-0099
By phone:
1-800-419-5286
By mail:
Claims Administrator
Microsoft-California Settlement
P.O. Box 1125
Minneapolis, MN 55440-1125
By e-mail:
ClaimsAdmin@EdTechK12VP.com
Questions:   Education Data Office| edtechvoucher@cde.ca.gov | 916-445-9394
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