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? More than one bid?
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 Ineligible 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):
Apply online Form 470 and 471:

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 NumberX

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 Certify Form 471 Online Paper
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 (804)
E-Rate Central, Greg Weisiger (804)
E-Rate Central Website:
Universal Service Administrative Company:
Federal Communications Commission:
E-Rate State Coordinators:

35. Questions?

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