1. Step 4: Entity profiles and FCC Form 471
Date needed for discount calculation and 471 creation
Step 4: Entity profiles and FCC Form 471

2. PROCESS CHECK We have… Posted 470 Waited 28 days
Kept process “open, fair, and competitive” by posting Q&A and other related RFP docs:
No secrets
Every potential bidder has the same info at the same time
All’s fair in love and competitive bidding..
Restarted 28 day clock for any substantive changes.

3. PROCESS CHECK We have… Evaluated ALL bids
Selected the winning provider.
Documented all necessary processes and decisions
Cost effectiveness
Winning and losing bids (including those disqualified)
Memorization date of approved bid/contract
If possible, entered into a legally binding agreement…
Signed a contract or a month-to-month agreement

4. PROCESS CHECK We need to…
Complete contract module for all **new** contracts
Complete connectivity questions (if data has changed)
Gather all necessary FRN/Line-item data
Update entity profiles
Including new schools, library outlets, student counts, NSLP, square-footage, etc.
*make sure to call CSB to create BEN’s for new entities

5. PLAN
FCC 470
EVALS
CONTRACT
ADMIN WINDOW
FCC 471
PIA
FCC 486
INVOICE

6. Competitive bid exemptions
Options for avoiding the 470 process
Competitive bid exemptions

7. COMPETITIVE BID EXEMPTION
(e) Exemption to competitive bidding requirements. An applicant that seeks support for commercially available high-speed Internet access services for a pre-discount price of $3,600 or less per school or library annually is exempt from the competitive bidding requirements in paragraphs (a) through (c) of this section. (1) Internet access, as defined in §54.5, is eligible for this exemption only if the purchased service offers at least 100 Mbps downstream and 10 Mbps upstream.

8. STATE MASTER CONTRACT Per USAC website:
A state master contract is a contract that is competitively bid and put in place by a state government entity for use by others.
The applicant may cite the state's FCC Form 470 (procurement documentation form) on its FCC Form 471 (E-rate application).
Only applicable with certain SUNCOM SMC’s (mobile communication)

9. STATE MASTER CONTRACT State Master Contracts (SMC) SUNCOM
Voice Services
Internet Access
WAN
DMS pays the Service Provider bills. As the applicant, State Coordinators complete and certify ALL E-rate forms on behalf of the end-user.

10. STATE MASTER CONTRACT This includes:
State Coordinators complete and certify ALL E-rate forms on behalf of the end-user. Other forms: Audits, service substitutions, invoice reviews, PIA inquiries, appeals, etc.
This includes:
FCC Forms: 470, 471, 486, 472, 474, 500.

11. NEW SUNCOM State Master Contract
MY FLORIDA NET 2 (MFN2)
The Challenge – Federal and state bandwidth goals with per student Gigabit Internet access demands create the need for upgrade plans and budgeting.
Capability Internet Gigabit High Speed Access, (Speeds 500MB, 1, 2, 3, 5, 10, 20, 30, 40GB) with fixed access price points to provide you the capability to budget and plan for future growth.

12. NEW SUNCOM State Master Contract
MY FLORIDA NET 2 (MFN2)
FIRN2 services are delivered on fiber access that provides Broadband from the premise to the POP. Internet Services are carried to the edge of the Network to the hosts on broadband connections without aggregation, providing a pure end to end broadband connection.
Options available for Routers, Firewall,
Advanced Security , Monitoring,
on site security Audits , DDOS Mitigation, Content filtering, VPN.
On-site or cloud based. 
For more information: Make an appointment to coordinate an on-site briefing

13. Calculating discounts
NSLP, CEP, and Alternative Methods
Calculating discounts

14. CALCULATING DISCOUNTS
VIABLE DATA SOURCES
NSLP Participation
Community Eligibility Provision (CEP)
Survey
Financial Aid forms
State Agency
Valid file
Official State Agency Reports
Confirmation from State Agency staff*
Think like an auditor! These are PIA-friendly data sources.
Re Survey - alternative discount mechanisms – such as income surveys, sibling matches, and participation in certain federal programs – can be used to establish eligibility on an individual student basis.
*Re “Confirmation from State Agency”:
Applications
This is the valid file or another state report
PIA/ Audits
We can provide confirmation, but require back-up
We still will request backup detail (NSLP Participation, Survey, Financial Aid forms, etc.)
Make sure that leadership person signs off on backup docs from applicant entity (Food and Nutrition Services Administrator or Superintendent, etc.)

15. NSLP & CEP E-rate Worksheets on state agency website:
DMS
DOS DLIS
Community Eligibility Provision (CEP) Annual Notification of Local Educational Agencies (LEA)
DOE EIAS reports (e.g. Surveys, ADA/AMA Report)
Reimbursement Claim Form/ printout from the Florida Automated Nutrition System (FANS) portal signed (preferably by the Principal, Vice-Principal, Superintendent or Director of Food Services) of a that the school submits to the state each month as part of their participation in the program.
DOE no longer posts E-rate worksheets (aka valid file.)
CEP is a non-pricing meal service option for schools and school districts in low-income areas
EP allows the nation’s highest poverty schools and districts to serve breakfast and lunch at no cost to all enrolled students without collecting household applications
CEP are reimbursed using a formula based on the percentage of students categorically eligible for free meals

16. ALTERNATIVE METHODS SURVEY
= Actual response results / Total population
Must be sent to all families whose children attend the school
Must, at a minimum, contain the following information:
Name of family and students
Size of the family
Income level of the family
Results cannot be older than two years before the start of the funding year
No longer able to extrapolate/ project;

17. ALTERNATIVE METHODS SURVEY
Existing Sources
e.g. need-based tuition assistance
SNAP, TANF, etc.
Provision 1, 2 or 3 Schools
Schools must be able to produce documentation
e.g. copies of its site application, approval letter from its state to participate in that provision, base year statistics, and the state letter approving an extension
SNAP- Supplemental Nutrition Assistance Program
TANF : Temporary Assistance for Needy Families

18. Data needed to complete entity profiles and the FCC Form 471

19. ENTITY PROFILES

20. ENTITY PROFILES

21. ENTITY PROFILES Part-time students count towards Cat 2 budget
A number must be entered into part time fields, Rural/Urban status, and discount method to complete your entity profile
Must be completed prior to end of administration window

22. ENTITY PROFILES- CEP CEP is PRE multiplier
Some districts operate with a district CEP percentage
CEP percent does not change for at least four years.
If percent increases, you may use higher percentage. If lower, you may use the original percent.
Would need to send out new survey (paid for by applicant) to determine if percent of identified students has changesd.

23. ENTITY PROFILES- CEP

24. NON-TRADITIONAL STUDENTS
Eligibility Table for Non-Traditional Education
Head Start Students 4+ years old = 100% NSLP Eligible
Head Start services for children <3 years old ≠ Eligible
Home-based Head Start programs ≠ Eligible.
Need to include students in population if they are eligible even if their location is precluded from receiving support for services.

25. ELEMENTS OF THE 471 Application (471) Funding Request (FRN)
Contact Information
Entity Profiles
Cat 1 or Cat 2
Funding Request (FRN)
Contract/MTM/Tariff Narrative Type
Voice
Internet Access and/or DT
FRN Line-item
Purpose
WAN? Internet Access?
Same speed, same price = one line-item
Same speed different price = separate line-item
Recipient of Service

26. Can be pre-validated prior to PIA through State Coordinator office
AUDIT PREVENTION
Use validated data for everything!
Total student counts
NSLP
Part time counts
Rural/Urban Status (if different from what USAC has)
Can be pre-validated prior to PIA through State Coordinator office

27. AUDIT PREVENTION 3rd Party Validation Discount Calculation New School
When using alternative discount methods, PIA may ask for “3rd Party Validation” to support your discount calculated in EPC.
Discount Calculation
New School
Valid Head Start
Total Student
Eligible for NSLP
School Closing

28. AUDIT PREVENTION 3rd Party Validation To PRE-validate:
Send to with:
Narrative explaining exactly what data needs to be validated
Copy of PIA inquiry
PIA deadline
Supporting documentation

29. AUDIT PREVENTION
FCC Form 471 & delivery confirmations/2.3. FCC Form 471 Out of Window Letter (OOW)
FRN line item back up data
Discount calculation back up data
FCC Form 471 Receipt Acknowledgment Letter (RAL)

30. AUDIT PREVENTION
CIPA (CHILDREN’S INTERNET PROTECTION ACT)- INTERNET ACCESS ONLY
Undertaking Actions to comply with CIPA (e.g., public notice, public meeting or hearing minutes,
Filtering Documentation (purchase, installation, use)
Internet Safety Policy
CIPA
Adopts rules proposed in the Further Notice of Proposed Rulemaking to implement the Children’s Internet Protection Act (CIPA) for Schools and Libraries program.

31. DEMO
FCC Form 471