What we know about NTIA’s (alleged) new BEAD memo

As states continue to submit their Broadband Equity, Access, and Deployment proposals, the National Telecommunications and Information Administration seems to already be pushing for changes to the plans. A leaked memo, initially posted on Broadband.io, said NTIA is using “tailored, state-by-state data to identify outlier, unreasonably expensive projects,” looking at factors such as geography, density, and “local needs.” In cases where NTIA determines proposed project costs are “unreasonable,” states are asking existing bidders in those areas to provide their “best and final offer.” NTIA reportedly stated this is not another BEAD bidding round and that in these “limited cases,” providers already have the information they need to adjust their bid or “stand on their current one.” New Street Research Policy Analyst Blair Levin said in a note he believes the memo is likely real and represents the NTIA staff’s current view of BEAD. However, that view may not necessarily align with the opinion of Commerce Secretary Howard Lutnick, who would have the final say on where the BEAD money goes.