75 8. Invoicing - “Getting the Money” Form 472 – BEAR Form 474 – SPI

76 Receipt of Funds One of two ways: –Applicant pays entire bill up-front and gets reimbursed Form 472, or BEAR – filed by Applicant –Service Provider applies discounts to bills and submits to USAC for reimbursement Form 474, or SPI – filed by Service Provider –Note: Telecommunications that are eligible for CTF Services must use SPI process –You can not file BOTH a BEAR and SPI on the same FRN. You must choose

77 Form 472 Once form is filled out, it must be signed by –Applicant –Service Provider Form is then mailed to SLD –SLD reviews the form –BEAR Notification is sent to both Applicant and Service Provider From the date Service Provider receives funds from USAC, he has 20 days to pay Applicant.

78 Form SPI Used by Service Providers –Puts discount on the bill –Applicant pays only their non-discounted portion –Service provider Forms such as “Grid” and “Data Gathering Form” Every service provider has their own process Follow up with Service Provider to ensure receipt of funds PLEASE return GRIDS to Service Providers PROMPTLY

79Reminders After Posting the Form 470 –WAIT AT LEAST 29 DAYS BEFORE: Selecting a service provider Signing a contract Signing and dating the Form 471 Submitting the Form 471 MUST OCCUR IN THIS ORDER Both Applicant and Service Provider must sign and date all contracts. Work with Telecom to consolidate their bills Hint: Form 471 must be filed before end of window

80 Form 471 Do’s and Don’ts From SLD’s Tip Sheet DO verify that services ordered match the category requested on the correct Form 470. DO file separate Form 471 applications for Priority 1 services and Priority 2 services. DO read the Eligible Services List and request discounts only on eligible services. DO complete your Item 21 Attachment and include the pre-discount prices of the services. DO split out requests of questionable eligibility into separate Funding Request Numbers (FRNs). DO check your math. The Form 471 and the Item 21 attachment totals should match. DO file electronically and DO certify online before the close of the window. DO keep a record of postmark or electronic submission.

81Reminders Print and retain copies of everything Keep E-Rate files organized Create YOUR OWN timeline of E-Rate deadlines –opening and closing of the Form 471 –Form 486 deadline based on FCDL Be aware of timelines and adhere to them –Not all dates are set in stone Share this information with others at your site

82 Contact Information State Library: Rushton Brandis, (916) , CDE: Patrick McMenamin, (916) , CDE: Tech Plans: Larry Hiuga, (916) , K-12 HSN/Butte COE: Russ Selken,