Transcript E-rate Modernization

E-rate Modernization
E-rate 2015
Form 471
Changes to HOW you apply
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General Information & Updates
What is the role of CDE, K-12 HSN and State
Library?
 Have no statutory authority to administer the federal Erate program
 May only offer general information about the E-rate/CTF
program including: training and outreach, reference
materials, and other publicly available SLD/USAC
resources
 The following information is provided to assist applicants
with their applications. It remains each applicant’s
responsibility to ensure FCC/USAC, State, and local agency
rules and practices are followed. All liability and risk rests
upon each applicant for E-rate approval.
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Deadlines
•Form 471 filing window:
–Opens at noon EST on Wednesday, January 14,
2015
–Closes at 11:59 PM EST on April 16, 2015
•Last possible day to file the Form 470:
–Thursday, March 20, 2015
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Form 471
•What is the Form 471?
–The mechanism to request funding
•Specific services, e.g. voice, digital transmission
•Specific dollar amount
•Specific locations
•Specific time frame
•Certifies that you followed all program rules
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When to File the Form 471
470
• Posted for 28 days (including RFP if using)
• Received bids
Bids
• AFTER 28 days – evaluated bids
• Filled out Bid Evaluation Matrix
Award
BEFORE
• Awarded bids (Board Approval if needed)
• Signed contracts
• April 16, 2015 at 8:59 p.m.
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Form 471 - Reminders
•A new Form 471 must be filed EVERY YEAR
–For Month-to-Month services
–For Contracted services
•Have key information ready prior to starting your
Form 471
–Enrollment and NSLP (use upload template to assist in
collecting data)
–Category 2 budget by site (if requesting Cat 2
services)
–Details for Online Item 21 (templates will help you
know what information is needed)
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Form 471
Changes for 2015
NEW Online Format
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Form 471 – Helpful Hints
•Supported web browsers:
–Internet Explorer versions 9 and 10
–Firefox – most recent version
–Chrome – most recent version
–Safari – most recent version
•Clear your browser’s cache/cookies/history before
starting form
•Blue chevrons at top of form indicate where you are
in the form
Basic
Information
Discount
Calculation
Funding
Requests
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Certifications
& Signatures
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Form 471 – Helpful Hints
•New online Form 471
–Designed to separate Category 1 services from
Category 2 services
–Category 1 Phase Out services must be on its own
471
•Plan ahead to identify cost for services being phased
out and put them on a separate application from
Category 1 services that are not being phased out.
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Form 471 – Helpful Hints
•If you experience “error” messages – save, exit
the system and log back in
•Print Preview will not be available prior to the
close of the window
–Do print screen and save as PDF as an alternative
•SLD Daily tips:
http://www.usac.org/sl/default.aspx
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Access the Form 471
•TRAINING SITE: http://sldtraining.usac.org/
•LIVE SITE:
http://www.sl.universalservice.org/menu.asp
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Form 471 – Templates
Optional Templates
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Form 471 – Aids to completing
•Optional templates:
–Available for all forms: Discount Calculations
Templates
•One for Schools
•One for Libraries
–Specific to type of service: Item 21 Templates
•Internet Access, Telecommunications Services, Voice
Services
•Internal Connections
•Managed Internal Broadband Services
•Basic Maintenance of Internal Connections
•http://www.usac.org/sl/tools/forms/471templates.aspx
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Form 471 – Aids to completing
•Optional templates:
–All templates include macros and dropdown
menus.
•Important not to disable or interfere with in order for
the upload to work
•Use only the provided templates
–Check the website from time to time for updated versions
–Especially helpful if you are submitting multiple applications
over a period of time.
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Form 471 Templates– Helpful Hints
•Use a Excel 2007 or newer for completing and
uploading templates
–Enter data from left to right, one row at a time
–DO NOT use copy down or copy right
–Use the paste special/text command when
pasting data from an external source, e.g. the
internet
–Use the paste/values command when pasting
from within the template or from another
spreadsheet
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Discount Calculations Template
•Hover over corners for more information
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Discount Calculations Template
•Drop down menus – for consistency
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Category 1 – Item 21 Template
•Drop down menus – select appropriate opt.
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Category 1 – Item 21 Template
•Drop-down menus
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Use of Templates
•Useful in collecting necessary information to
complete a Funding Request
–Most useful if you have multiple services from a
single service provider. E.g. PRI, voice T1, Centrex
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Form 471 – Detailed Review
Planning Ahead
Information Checklist
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Form 471 – Information Checklist
•No template available for the following
information:
•First section:
–Nickname for the form
–Service Type
Category 1
Category 2
Telecommunications
Internal Connections
Voice
Managed Internal Broadband Services
Internet Access
Basic Maintenance of Internal Connections
–Establishing Form 470
–Service Provider Identification Number (SPIN)
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Form 471 – Information Checklist
•Billing Account Number
•Service information
–Tariff, Month-To-Month, Contracted
–Contract Award Date (CAD)
–Contract Expiration Date (CED)
–Service Start Date (SSD)
–Voluntary Extensions?
•If YES – total number of extensions and total number of
months left on contract, including all extensions
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Form 471 – Information Checklist
•State Master Contract – Yes or No
•Continuing FRN from prior year – Yes or No
–If YES, cite that FRN
•Narrative of service
•Pricing Confidentiality – Yes or No
–If YES, cite the law or statute
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Form 471
•Next
–Enter Item 21 services
•Can be a single line item or multiple
–Select who is receiving the services: Managed
Entities
•One or more entities
•Enter as many FRNs as needed to cover your
eligible services
•Review and submit the form
•Certify to complete the process
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Upcoming Trainings
•Step by step video for filing out the Form 471
–Check online at
http://www.k12hsn.org/programs/erate/training_
materials.php
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HELP!
Contact information
•State Library: Jarrid Keller
(916) 653-4023 [email protected]
•CDE:
(916) 324-9943 [email protected]
•K-12 HSN/Butte COE: Russ Selken
(530) 532-5678 [email protected]
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