Form 470 Step-by-Step for Libraries

1. E-Rate FY2014 Form 470 Step-by-Step for Libraries

2. The Purpose of the Form 470 The Form 470: Announces a school’s intent to participate in the E-Rate program and lists the services desired: Telecommunication - Internal Connections Internet Access - Basic Maintenance Acts as an RFP Begins the mandatory 28 day competitive bidding process If a service is not listed on a Form 470, you cannot request it on a Form 471 Now combined into one category

3. Form 470 Libraries must apply for E-Rate funding each year The only time you don’t need to file a Form 470 is in the second (or later) year of a multi-year contract which was established in a previous year’s Form 470. Note: This applies only to the services you are receiving in a multi-year contract. You must still file a 470 for everything else!

4. Before Beginning Your Form 470 When the online 470 application gives you an application number – write it down or print the page.If you don’t have the code – you can’t get back in, and will be forced to start over

5. Before You Begin Your Form 470 Use Internet Explorer 6.0 and above. Other browsers may cause errors. Always enable “Pop-Ups” in your browser – otherwise you will miss things you really need to see. Clear your Internet cache and your temporary Internet files before you begin. If you will be submitting multiple forms, clear your Internet cache after each form. So that you don’t loose any of your work - remember to use the SLD’s navigational buttons – NOT the buttons in your browser.

6. Let’s Begin The Form 470 On-Line Filing Process www.usac.org/sl

7. Start by Clicking “Apply Online”

8. Click on “Create Form 470”

9. Enter Zip Code or Entity No. and Click on Next

10. If correct, click on “Next”

12. Top Portion of Block 1 The “Form Identifier” is user created The system will assign the application number Select Funding Year Choose the Applicant Type and Recipients of Services Enter the number of Eligible Entities

13. Bottom Portion of Block 1 Enter the Contact Person’s Name If the address is the same as listed in 4a, click here, otherwise, fill in 6b Choose your preferred method of contact If application is prepared by a consultant, enter the Registration Number or Search Click on Next to continue

14. *Important – Print this page before continuing, then click Next

15. Select the kinds of service you are seeking. Only the chosen options will be presented to you. Click on Next

16. Note: If you do not choose a category of service on a Form 470, you can not request the service on a Form 471 Select if you will have an RFP and where it will be located, otherwise, choose No *You can no longer choose your preference to receive funding. You must arrange with your Service Provider Describe the Service, and Quantity or Capacity Click on Next

17. In the Quantity/Capacity description, use terms like “a minimum of” or “or greater”. If you don’t, you will not be able to increase on the Form 471 or you upgrade later in the funding year.

18. Save & Exit Option is located at the top of each screen Complete if you are applying for Internet Access List cell phones with Internet Access here to receive funding for the data service Click Next to Continue

19. Complete if you are applying for Internal Connections The “Two in Five” rule applies to Internal Connection equipment Click Next to Continue

20. Complete if you are applying for Basic Maint. Of Internal Connections Basic Maint. can be requested yearly Click Next to Continue

21. List an Optional Contact if you will not be available Check this box if there are “No” bidding requirement Optional Click Next

22. You are presented with this screen a second time if you need to add additional services or make changes.

23. You will receive a Pop-up if you de-select a service

24. Search for Billed Entity by Zip Code or Entity No. Click on District Name and Add Click Next

26. Read and Check each Certification Check second option in 16 for libraries Check second option in 17 if applying for Priority 1 requests only

27. If a consultant has been given the authority to make certification, check here Provide information of the person authorized to certify the application. Can be different than the contact person in Block 1

28. Click Next

29. If you check the second option in Item 17 stating no technology plan required and are requesting Priority 2 services, will you receive an error message.

30. After submitting your application, you will receive the option to certify – choose either Paper or Electronic method. *Note - Electronic certification requires a PIN Click Submit

31. After You Submit Your Form 470 After clicking ,follow the instructions to certify it. If you have a PIN, click “Electronic Certification” to certify your form online. If you do not have a PIN, click “Paper Certification” to certify your form on paper. Sign the paper certification and mail to USAC. A PIN will be received in approx. 3-4 weeks Submit

32. Questions?

33. Support E-Rate Support and Information Lorrie Germann: 740-253-1153 E-mail: lorrie.germann@gmail.com