E-rate: E-rate: Form 471 and Form 471 and Beyond!Beyond!

Donna Mattingly, E-Rate Central

Greg Weisiger, E-Rate Central

Agenda

RecapSelecting VendorsCost of ServicesOrdering Services - Form 471 (Example)Next StepsItem 21 AttachmentsApplication ReviewFunding CommitmentsE-Rate ResourcesQuestions?

Recap

BID EVALUATION

Selecting Vendors

No bids received?o Memorialization Memo for incumbent

More than one bid?o Evaluation matrix

• Price primary consideration (most points)• Existing vendor• Cost to change vendors• Local vendor or master contract• E-Rate participation

Cost of Services

Eligible Costso Universal Service Chargeso Taxes and surchargeso Service to all eligible users at eligible locations

Ineligible Costso Administrative Chargeso Equipment Chargeso Late Payment Feeso Termination Chargeso Directory Listing

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

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. EDTFile ONLINEFile two 471’s; One for Priority 1 and one for Priority 2!Take care to specify the correct category of service:

Telecommunications or Internet accessEnsure the service requested is listed on the Form 470 you

citeSelect appropriate originating Form 470 for multiyear

contractsBe able to justify amount of funding requested–have

bills/contract ready to submit

FCC Registration Number

X

XCopy if contact address is same as block 4 above

Select preferred mode of contact

Print or Save

Billed Entity Number

X

Zip code where your library is located

School District where Library is

located!

X

Add another entity if applicable

X

X

Contract number, T, or MTM

470 Application Number

Allowable contract date, do not complete form 471 until after this date!

Service Start Date

Service End Date

Select name of attachment

Monthly Charges

Who is receiving services?

Technology budget

X

X

X

Generally, don’t check this box!

X

X

X

X

X

X

X

X

X

X

X

X

Paper or Electronic Certification

ALWAYS Print Preview prior to SUBMIT

Next Steps

Complete Item 21 Attachmentso Onlineo Paper

Certify Form 471o Online with PINo Print, sign, date and mail to the SLD at the

address on the bottom of the certifications

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)

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 486o Must be filed within 120 days of the start of service

or Funding Commitment Letter- whichever is LATER o If deadline is missed: Funding will be reduced one

day for each day the Form is late!

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

E-Rate Resources

Questions?

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