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Invoicing Mick Kraft

Invoicing Mick Kraft. Train-the-Trainer Workshop September 27-29, 2004 Schools & Libraries Division. Invoicing. Premise – Four Pillars of Eligibility Eligible Entities – applicant and service provider must be eligible under program rules

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Invoicing Mick Kraft

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  1. InvoicingMick Kraft Train-the-Trainer Workshop September 27-29, 2004 Schools & Libraries Division

  2. Invoicing • Premise – Four Pillars of Eligibility • Eligible Entities – applicant and service provider must be eligible under program rules • Eligible Services – services must be eligible, and match those approved for funding commitment • Eligible Timeframe – services must have been delivered during the funding year, including extensions • Eligible Locations – services must have been delivered to eligible schools and libraries

  3. Invoicing • Commitments are not grants • USAC reimburses only for the discounted amount of eligible services actually delivered and installed • Applicants cannot claim or carry over unused committed funds for a funding year

  4. Invoicing • Process Flow • Form 473 – Annual Certification • Form 486 – Receipt of Service • Form 500 – Adjustment to Commitment • Form 472/474 – Invoice (Reimburse/Discount)

  5. Invoicing • Process Flow • Form 473 – Service Provider Annual Certification Form (SPAC) • Service provider must file for each funding year they are providing services under E-rate • BEARs and SPIs will be paid ONLY if a SPAC is on file for the funding year

  6. Invoicing • Process Flow • Form 486 – Receipt of Service Confirmation Form • Applicant must file • SPIN, Form 471 application number, and Funding Request Number must match FCDL • Must indicate SLD-certified Technology Plan Approver if Tech Plan is required • Must indicate CIPA status

  7. Invoicing • Process Flow • Form 500 – Adjustment to Funding Commitment and Modification to Receipt of Service Form • Change previously-reported Service Start Date • Change Contract Expiration Date • Does NOT automatically extend last date to receive service • Form 500 may be required if the Adjusted Service Start Date is after the Contract Expiration Date • Cancel FRN • Reduce FRN

  8. Invoicing • Form 472 (BEAR Form) • Filed by applicant to request reimbursement for services already received and paid in full. • USAC reviews based on the Four Pillars • USAC may request Service Certification . • Applicant must have already received bill from service provider and paid non-discount share to service provider BEFORE submitting BEAR Form.

  9. Invoicing • Form 474 (SPI Form) • Filed by service provider to request payments for discounts already provided to applicants on customer bills. • USAC reviews based on the Four Pillars • USAC may request Service Certification from applicant via the service provider.

  10. Invoicing • What’s New • Applicants may choose reimbursement or discounts (BEAR or SPI), pursuant to FCC Second Report and Order (FCC 03-101) • Work with service provider to determine best method • Applicants will be able to indicate preference on Form 470.

  11. Invoicing • What’s New • BEAR and SPI Forms to be revised for clarity • Clearer direction for entering service date for recurring or non-recurring services • Some certifications revised • New certifications added

  12. Invoicing • What’s New • Document Retention • Applicants are required to maintain proof of payment to service providers • Copies of customer bills • Verification of payment of non-discount portion

  13. Invoicing • SPIN Changes • If you intend to file a SPIN change or have already changed service providers: • Submit the SPIN change as soon as possible, following the guidance on SPIN changes in the web site Reference Area • Tell USAC the effective date of the change • If you’re receiving services from both the old and new service provider during the funding year, tell USAC the effective date of service provided by the new SPIN • Don’t just send an invoice to USAC with the “wrong” SPIN (one that does not match the SPIN on the FCDL)

  14. Invoicing • Bankruptcy • In general, USAC cannot issue payments to bankrupt companies • If you know of an impending bankruptcy: • Call CSB or • Submit a Question (choose topic “Other”) • If appropriate, follow the web site Reference Area guidance on Good Samaritans

  15. Invoicing • Dunning • Applicant has paid the service provider • Applicant filed a BEAR • USAC issued a check to the service provider • Service provider does not pass the payment to the applicant • Remember that the service provider has 20 days from the RECEIPT of funds to send the funds to the applicant • Tell USAC (call CSB) if this occurs • USAC will research and, if appropriate, pass the issue on to enforcement

  16. QUESTIONS

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