E-rate: Form 471 and Beyond!

1. E-rate: Form 471 and Beyond! Donna Mattingly, E-Rate Central Greg Weisiger, E-Rate Central

2. Agenda • Recap • Selecting Vendors • Cost of Services • Ordering Services - Form 471 (Example) • Next Steps • Item 21 Attachments • Application Review • Funding Commitments • E-Rate Resources • Questions?

3. Recap BID EVALUATION

4. Selecting Vendors • No bids received? • Memorialization Memo for incumbent • More than one bid? • Evaluation matrix • Price primary consideration (most points) • Existing vendor • Cost to change vendors • Local vendor or master contract • E-Rate participation

5. Cost of Services • Eligible Costs • Universal Service Charges • Taxes and surcharges • Service to all eligible users at eligible locations • Ineligible Costs • Administrative Charges • Equipment Charges • Late Payment Fees • Termination Charges • Directory Listing

6. Applying for E-rate • Obtain a registration number from the FCC (FCC RN):https://fjallfoss.fcc.gov/coresWeb/publicHome.do • Apply online Form 470 and 471:http://www.sl.universalservice.org/menu.asp

7. Ordering Services – Form 471 The “Who I Am and the Services/Products I Am Ordering” Form • File within the window- Deadline March 24th 11:59 p.m. EDT • File ONLINE • File two 471’s; One for Priority 1 and one for Priority 2! • Take care to specify the correct category of service:Telecommunications or Internet access • Ensure the service requested is listed on the Form 470 you cite • Select appropriate originating Form 470 for multiyear contracts • Be able to justify amount of funding requested–have bills/contract ready to submit

10. FCC Registration Number X

11. X Copy if contact address is same as block 4 above Select preferred mode of contact

12. Print or Save

15. Billed Entity Number

16. X

17. School District where Library is located! Zip code where your library is located

18. X

20. Add another entity if applicable

21. X

22. X

23. 470 Application Number Contract number, T, or MTM Allowable contract date, do not complete form 471 until after this date!

24. Service Start Date Service End Date Select name of attachment Who is receiving services? Monthly Charges

26. X X X Technology budget Generally, don’t check this box!

27. X X X X X X X X

28. X X X X Paper or Electronic Certification

29. ALWAYS Print Preview prior to SUBMIT

30. Next Steps • Complete Item 21 Attachments • Online • Paper • Certify Form 471 • Online with PIN • Print, sign, date and mail to the SLD at the address on the bottom of the certifications

32. Application Review Program Integrity Assurance (PIA), USAC reviews your Form(s) 471 to: • Check the eligibility of the schools and libraries and their discount levels • Verify that the services you requested are eligible for discounts • Receive a Receipt Acknowledgement Letter (RAL) • Make corrections to RAL if necessary (20 Days) Receipt Acknowledgement Letter (RAL)

33. Funding Commitments Receive your Funding Commitment • Following application review, USAC issues a Funding Commitment Decision Letter (FCDL) to both the applicant and the service provider(s) • Carefully review the FCDL for details on approved or denied requests and NEXT STEPS • Complete Form 486 • Must be filed within 120 days of the start of service or Funding Commitment Letter- whichever is LATER • If deadline is missed: Funding will be reduced one day for each day the Form is late!

34. E-Rate Resources E-Rate Central, Donna M. Mattingly dmattingly@e-ratecentral.com (804) 302-4406 E-Rate Central, Greg Weisiger erate1@aol.com (804) 302-4406 E-Rate Central Website: http://www.e-ratecentral.com/default.asp Universal Service Administrative Company: http://www.universalservice.org/sl Federal Communications Commission: http://www.fcc.gov E-Rate State Coordinators: http://www.e-ratecentral.com/us/default.asp

35. Questions?

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