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Current Form 470 Step-by-Step October 2010 Library Workshop E-Rate FY2011
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Current Form 470 Step-by-Step
October 2010 Library Workshop
E-Rate FY2011
The Purpose of the Form 470
The Form 470: Announces a school or libraries' intent to participate
in the E-Rate program and lists the services desired:- Telecommunication - Internet Access- Internal Connections - Basic Maintenance
Acts as an RFP Begins the mandatory 28 day competitive bidding
process If a service is not listed on a Form 470, you cannot
request it on a Form 471
Form 470
You must apply for E-Rate funding each year
The only time you don’t need to file a Form 470 is in the second (or later) year of a multi-year contract which was established in a previous year’s Form 470.Note: This applies only to the services you are receiving in a multi-year contract.
You must still file a 470 for everything else!
If You Are New to E-Rate:
Notify critical staff that you are the new “contact” person for E-Rate Let staff know to forward all USAC/SLD
correspondence to you (even if it has a previous employees name on it)
Get everyone on the lookout for “colored” envelopes – pink for the 2010-2011 funding year
Work with administrators to keep them informed of E-Rate requirements, processes and deadlines
• It is highly recommended that applicants complete the Form 470 “on-line”– Prevents errors of omission– Certain items filled in automatically– Immediate submission and acknowledgment– Certify on-line using PIN
***Note: Do not complete or submit E-Rate forms from your service provider’s location (i.e. ITC) SLD tracks IP addresses***
Why File On-Line
General E-Rate Tips
Always print at least one copy of everythingyou do online.
Keep all E-Rate documents organized by color-coded year in a secure location.
Having all your documents and being able to find them can save you unbelievable stress.
Before Beginning Your Form 470
Have last year’s Form 470 as a reference – it’s one of the smartest things you can do to make this year’s application easier.
When the online 470 application gives you an application number – write it down or print the page. If you don’t have the code – you can’t get back in, and will be forced to start over
Before You Begin Your Form 470
• One of the most likely reasons you might need the application number is that occasionally applicants get “timed out”.
• So that you don’t loose any of your work - remember to use the SLD’s navigational buttons – NOT the buttons in your browser.
• Always enable “Pop-Ups” in your browser – otherwise you will miss things you really need to see.
After Submitting Your Form 470
In approximately one to three weeks you will receive a Receipt Notification Letter (RNL)
The RNL confirms your Form 470 is in the system, and summarizes the details of your application.
Be prepared to accept bids, and to document all bids and communications you receive.
Start by Clicking “Apply Online”
Then Click on “Create Form 470”
Warning Pop-Up***Remember to allow pop-ups from
www.universalservice.org/sl
Enter Zip Code or Entity No. and Click on Next
If correct, click on Next
Choose the Applicant Type
Enter the Contact Person’s Name
If the address is the same as above, click here, otherwise, fill in 6b.
Choose your preferred method of contact Click Next
The “Form Identifier” is user created
The system will assign the application number
*Important – Print this page before continuing, then click Next
Choose all that apply in 7 (a) and (b)
Recommend choosing both options
Click on Next
Click OK to continue
Check if you are applying for Telecom Services
Note: If you do not choose a category of service on a Form 470, you can not request the service on a Form 471Select if you
will have an RFP and where it will be located, otherwise, choose No
Choose your preference to receive funding. If you don’t know, click here and you can arrange with your Service Provider
Describe the Service, and Quantity or Capacity
Click on Next
In the Quantity/Capacity description, use terms like “a minimum of” or “or greater”. If you don’t, you will not be able to increase on the Form 471 or you upgrade later in the funding year.
Complete if you are applying for Internet Access
Click Next to Continue
List cell phones with Internet Access here as well as Telecom Service
Complete if you are applying for Internal Connections
Click Next to Continue
The “Two in Five” rule applies to Internal Connection equipment
Click Next to Continue
Complete if you are applying for Basic Maint. Of Internal Connections
Basic Maint. can be requested yearly
List an Optional Contact if you will not be available
Check this box if there are “No” bidding requirement
Optional
Click Next
Check if you are only requesting “Basic Telephone Service”
Check each that apply. This determines if you have adequate resources.
Click Next
Choose the type Entity that applies
This is the number of schools and NIFs
List all Area Codes and Prefixes for Entities
If correct, Click Next
Search for Billed Entity by Zip Code or Entity No.
Click on District Name and Add
Click Next
Read and Check each Certification
Read and Check each Certification
Provide information of the person authorized to certify the application. Can be different than the contact person in Block 1
Click Next
Click Submit
You must click “Submit” in order to file your Form 470
Once submitted, you will then see the “Allowable Contract Date”
Print Preview
Choose how you will certify
In order to use “Electronic Certification” you must have a PIN. PIN will be issued after paper certification with signature is received. “Request a PIN” is no longer active.
Print out Paper Certification
*Requires Signature - Also required in order to receive a PIN
Mail Certification to this address. Send by certified mail, or some means to verify delivers
Schools and Libraries News Brief September 19, 2008 TIP OF THE WEEK: If your last day to receive non-recurring services is September 30, 2008 and you need to request an extension, file your request now. USAC cannot process service delivery extension requests received or postmarked after the last day to receive service.Commitments for Funding Years 2008 and 2007
Funding Year 2008. USAC will release FY2008 Wave 24 Funding Commitment Decision Letters (FCDLs) September 23. This wave will include commitments for approved Internal Connections and Basic Maintenance requests at 90% and denials at 79% and below. As of September 19, FY2008 commitments total over $1.23 billion.
Funding Year 2007. USAC will release FY2007 Wave 65 FCDLs September 22. This wave will include commitments for approved Internal Connections and Basic Maintenance requests at 81% and above and denials at 80% and below. As of September 19, FY2007 commitments total over $2.46 billion.On the day the FCDLs are mailed, you can check to see if you have a commitment by using USAC’s Automated Search of Commitments tool.
Application Process: Eligibility To participate in the Schools and Libraries Program, potential applicants, recipients of service, and service providers must first determine if they are eligible. Below are some points to consider for eligibility.
SchoolsTo be eligible for E-rate discounts, schools•must be elementary and/or secondary schools as defined under state law. •must not operate as for-profit businesses. •must not have endowments exceeding $50 million. In general, public schools meet these requirements. Other types of schools – such as non-public schools, charter schools, and diocesan schools – should check with the state department of education in their state to see if the educational services they provide fall within that state’s definition of elementary and/or secondary education.
• Emailed each week
• Subscribe from SLD website
• Covers topics of current interest
• Indicates important program deadlines
• Archives of past issues
• Subscribe to SLD News Brief – go to http://www.universalservice.org/sl/tools/news-briefs/subscribe.aspx
SLD News Brief
Support from eTech Ohio
eTech Ohio e-Rate Support and Information
Lorrie Germann, eTech Ohio: 614-485-6050 Mike Edwards eTech Ohio : 614-485-6462
E-mail: [email protected] To subscribe to the E-Rate list, send an email with no
message to [email protected].
