Transcript Slide 1

USAC/SLD Web Site Tour
November 22,2011
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Web Site Tour
• Navigation on the site
–Instructions
–Forms
–Reference Area
–Tools
• Data Retrieval Tool
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http://www.universalservice.org/sl
Menu
Here
Breaking News Here
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Click on Overview of
Process and you get a
step by step guide to
filing for e-rate
discounts!
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Click on Outreach and Training to see
copies of prior trainings, to find out how
to schedule a HATS visit and to see a
collection of the Schools and Libraries
Weekly News Briefs.
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Click on Schools and Libraries News Briefs
to see articles by topic or to look at weekly
news briefs. To subscribe to get the news
briefs delivered directly to your e-mail box
click the subscribe link above.
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News Briefs are filed two ways. This is the
“By Topic” sort. If you are interested in a
specific topic – you just scroll down to that
topic and select the latest publication date.
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Sorting by date gives you the
option of just reading the
latest publications. They are
published weekly, usually on
Friday.
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Click to on Apply Online
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This is the page you go to
in order to file your forms
on-line. At this date, only
forms 470, 471, 486 and
472 are available on-line.
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• To apply
Form 470
– Click on either Form 470 Interview or
– Create Form 470
• To review a prior year’s application or another
district’s application
– Click on Search Posted
• If you’re now ready to finish a form started earlier
– Click on Continue Incomplete
• If you completed the form and now have your PIN
number or would like to print off a certification page
to sign and mail in
– Click on Certify Complete
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After you have selected Search Posted, you see this screen.
Select the correct funding year (and fiscal year) for your
search then click on next.
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Type in search
criteria and
then click on
next.
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Select which application you would like to review. Reviewing
applications this way will confirm the certification date of
your forms and provide you with the date that you can sign a
contract (28th day from posting of 470).
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This is your district’s
assigned form number.
This is the date you posted the
form 470.
This is your 470 form number.
You can see the status of your
application here.
You can see if your PIN number or
signature was recorded if a certification
date is entered here.
This is the FIRST DATE you can sign a contract.
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• To apply
Form 471
– Click on either Form 471 Interview or
– Create Form 471
• If you’re now ready to finish a form started earlier
– Click on Continue Incomplete
• If you completed the form and now have your PIN number
or would like to print off a certification page to sign and
mail in
– Click on Certify Complete
• If you want to look at a prior application or an application
from another school
– Click on Display
• If you want to check on the status of your application
– Click on Application status
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To print out an
application put your
471 # here.
In this area, click the
radio button by current
if your application has
been approved, if
funding has not yet
been committed you
will have to select
original.
Then click display.
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This area shows you
application number,
status if filed within
the open window,
when RAL was sent
and date the form was
certified.
Click on Display
Entire Application
to see the
application in its
entirety.
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To check the status of
a form 471, enter your
Billed Entity Number
here.
Select the funding
year in question.
Then click on
search.
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Then this page appears. Click on
continue to get final results.
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You then see this page with your form number and status. Below you will find the
definition of each status.
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• To apply
Form 486
– Click on either Form 486 Interview or
– Create Form 486
• If you’re now ready to finish a form started earlier
– Click on Continue Incomplete
• To review a prior year’s application or another
district’s application
– Click on Display
• If you completed the form and now have your PIN
number or would like to print off a certification page
to sign and mail in
– Click on Certify Complete
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BEAR – Form 472
• To file your BEAR form on-line
– Click on BEAR On-line under the utilities bar
– Then sign into the login page
•BEN = Billed Entity #
•PIN = You may have a separate
PIN # for BEAR forms
•Then enter your E-Mail
address and last name then
click on login
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To create a new
BEAR form click
here.
To track existing
BEAR forms click
here.
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Form starts pre-populated
with this information.
Enter the SPIN number and
a district assigned form
number.
You need to do ONE BEAR
form per service provider,
but if you have multiple FRNs
for one provider, you only
need to complete one BEAR
form!
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Form 471 #
can be found
on your
FCDL. To
make it a 10
digit number
start the
number with
four zeros.
FRN can be
For reoccurring
found on your
services enter the
FCDL. To make first date of the term
it a 10 digit
you are billing for in
number start
column 12, for
the number
internal connections,
with three
enter delivery date
zeros.
in #13.
Gross eligible
services go in
This cell contains your gross
this cell. Be sure
eligible services times your
to take out items discount percent OR your funding
ineligible items
commitment. WHICHEVER IS
and personal
SMALLER.
phone calls from
cell phone bills.
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Read and affirm your compliance!!!
Add contact information in this area.
Add account numbers or other information that would identify YOUR bills
to YOUR service provider – then click on certify and submit.
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How to track BEAR forms
Click on Track Form
Add your query
information here
Then click on search
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Your search results
show up here –
Click on invoice ID
to get a summary.
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Top half of page includes SLD assigned
Invoice ID, date created and date last
updated.
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Shows your submission/certification
date here.
Shows service provider’s certification
date here.
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If the e-certification process does not work, you
can click on the printable page here and a form
will be printed that you can then fax to your
service provider for signatures.
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You can view
funding
commitments at
this link.
You can submit a
question about
any subject by
clicking on the
Submit a
Question link.
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Latest news gives
you the full article
from the notices
posted to the right.
A generic calendar
with deadlines can
be found under the
Calendar and
Reminders link.
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What you find on Required Forms link….
Download forms and
instructions from this
link.
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Reference Area
Click on letter
of alphabet to
search by
topic starting
with that
letter or scroll
down for
printout of
topics.
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Search Tools
This link includes
commitments
searches, data
retrieval tools,
deadline
calculation tools,
posted form
searches, SPIN
number
searches, BEN
searches, eligible
services
database, etc.
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Spin Contact Search
Use this tool to find
a service provider’s
SPIN number, to get
their e-rate contact
phone number, to
see if they are an
eligible telecomm
provider and if they
have filed their
annual SPAC form.
Type
information in
name or SPIN
field then click
on next.
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If they are an eligible
telecommunications provider
they will have a Y in this
column.
SPIN # and Service
Provider Name
Their ERate
Contact
Person
Their address
Their ERate
Contact
Person’s
phone #
If they have filed the
required Annual
Service Provider SPAC
form, the year will be
found here.
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Changes and Corrections
Click on links for instructions for
changes and corrections.
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Suspensions and Debarments
Do NOT do
business with
anyone you
find on this
list!!
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How do you report Misuse and Abuse?
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Having problems with SLD staff?
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Where can you find funding waves?
To look at
funding
commitments
click on this
link.
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Click on Advanced Search of
Commitments.
Then click on Advanced
Search.
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Enter your query
information here.
2011
If you are interested in a
specific funding wave, enter
it here. Example of funding
wave 1, enter 001. If you
enter nothing, you will get
all funding waves for the
year.
Then click on the
create detailed report
box and click on the
search bar.
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This is what you
get. You can
click on the wave
links to the left
or select the
Export to Excel
option below.
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Click on Open to see and use
immediately, OR save it to review at
a later date.
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This is the excel report you get.
Wave # it was
Funded In
Funding
Request #
BEN/Applicant
Name
BEN/Applicant
Address
BEN/Applicant
Type
Discount %
Category of
Funding
Amount
Committed
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Data Retrieval - Basic
Click on Search Tools Link.
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Click on Data Retrieval Tool.
Then Click on Data Retrieval Tool
AGAIN!
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Top part of
query
definitions
page.
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Bottom half of
query input
page.
If you click on
Select Data
Points you can
get more
information,
like names, full
addresses,
statuses, etc.
If you click on Select
Standard Report you get
only FRN, BEN #, Form
471 #, SPIN #, service
start date, amount
requested, amount
funded and amount
paid out. Works great
when you know
Applicant BEN # and
SPIN #.
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For today, let’s gather the
following data…. FRN #, Form
471#, Applicant Name, Service
Provider Name, 486 Service
Start Date, Amount Committed
and Total Amount Disbursed.
Then click on Build
Data File bar. 54
This is what you
see next.
Click on Download
Data File.
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In column F, if there is a dollar amount this FRN has
had a funding commitment decision. If the cell is
blank, commitment has not been determined yet.
What you see…..
This means that a form
486 has been completed
and a service start date
has been registered.
In column G, if there is a dollar amount, a BEAR form or SPI
has been processed and money has been paid out on that
FRN. If there is nothing in the cell, payment has not been
processed. (If zero BEAR or SPI may have been rejected.)
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So, where are we at statewide………
For Funding Year 2010,
Fiscal Year 2011
Drum Roll Please ………..
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Great web site….
Lots of great data to interpret…
Go ahead and play…
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