E-Rate FY2011

1. E-Rate FY2011 New Form 471 Step-By-Step

2. Purpose of E-Rate Form 471 • “Services Ordered and Certification Form” • Lists individual funding requests • Separated by category of service • Separated by service provider • Reports information on services • Service start and end dates • Contracts signed • Discount percentage 2

3. Important Points to Know • EACH Billed Entity must file a Form 471 application to request discounts on all eligible services EACH funding year • Form 471 must be preceded at least 28 days by the filing of a Form 470 • The earliest date that a Form 471 can be filed will be the date established by the SLD as the opening date of the Form 471 application “window” • Filing window: • Opens – January 11th, 2011(Noon EST) • Closes – March 24th, 2011(11:59 pm EST – Postmark Date) • Item 21 attachments must be filed within the Form 471 window • Last date to file a Form 470 – February 24th, 2011 3

4. A Few More Points…. • Completing Form 471 • Are your discount calculations correct? • Are your entities eligible to receive internal connections? (Check 2-in-5 status) • Submit your Item 21 Attachments with your Form 471 application • Submit and certify Forms 471 online • DON’T wait until the last week of the window to submit your application 4

5. E-Rate Form 471 • How many Forms 471s should I file? • You may file more than one Form 471, or you may file a single Form 471 • The SLD recommends that you file a separate Form 471 for the following services: • Priority 1 (Telecommunications Services and Internet Access) • Priority 2(Internal Connections & Maintenance of IC) 5

6. E-Rate Form 471 • To make the filing process easier, you should have on-hand: • This year’s Form 470 • Last Year’s Form 471 (helpful in completing Block 5) • Most recent F&R Lunch data for each school on Block 4 – from Food Services or MR-81 • List of services to be requested (every funding request) and service provider SPINs • All contracts related to funding requests • Estimated cost for each funding request 6

7. Why File On-Line • It is highly recommended that applicants complete the Form 471 “on-line” • Prevents errors of omission • Certain items filled in automatically • Immediate submission and acknowledgment • Certify on-line using PIN 7

8. Let’s Begin The Form 471 On-Line Filing Process www.universalservice.org/sl 8

9. SLD Website Start by Clicking “Apply Online” 9

10. Application Choices Then Click on “Create” 10

11. ***Remember to allow pop-ups from www.universalservice.org/sl 11

12. Establishing Your Identity Choose Search Option and Enter Value Click on “Begin 471 Process” You must click on OK to continue

13. Search Results If correct, click “Accept”

14. Block 1 – Top Half User Created Form Identifier Click on pull-down to select Funding Year This will be filled in automatically You are required to provide the FCC Registration Number Choose Type of Application

15. Block 1 – Bottom Half Click here to copy Contact Information Choose Recipient Type Or enter information here Select preferred contact mode, we recommend E-Mail Enter email address twice Note: Copy & paste not allowed Do not use Browser Navigation, Click on Previous or Block # Optional – Add alternate contact information If filing as a consultant, enter Registration Number

16. Security Code ***Important: Print this page

17. Block 2 Remember to Save if you need to Exit Right column for Libraries Enter values Do not leave cells blank Click Block 4 to continue

18. Block 4 - Confirmation Shows the Application Type Choose an option to add entities and NSLP information Or…Bulk Upload

19. Block 4 – Add Entity * This is where you add each branch location ***View if you chose to “Continue On to Block 4” Select Search Mode and enter value Click Search

20. Block 4 – Add New Entity If correct, click “Accept”

21. Search for School District Click to select Entity or click on Select All If correct, click Next

22. Block 4 – Choose District Select District Click on Accept

23. Block 4 – Add/Edit Entry The system will show the District Name and Entity Number The system will calculate the percentage Enter Values for each Entity Click to continue adding Entities Or Block 5 to continue

24. Worksheet Display Discount is calculated for you Weighted Average Discount listed here Click to continue adding Entities If all Entities are listed, click Block 5

25. Block 5 Service Provider Search Select Service Category Enter SPIN Click Search

26. SP Search Results Click to Select Click Accept

27. Block 5 Funding Request(Top) FRN will be assigned If multi-year contract, reference initiating Form 470 Enter applicable information Check if this applies

28. New Pop-up Message Verify you have entered the correct 470 application number

29. Block 5 Funding Request(Middle) Check if this applies Will be 29 days after the posting of the Form 470 Enter Contract Award & End Date if Applicable. **The Award Date must be on or after the date in Item 17, but prior to filing Form 471. Start and End Date of the Funding Year Message will pop up – Do not enter both Service End Date and Contract Expiration Date

30. Block 5 Funding Request(Bottom) This label is “User Created” - A new message will pop up when you click in the box **Recommend filing Online Enter Costs Click to continue adding FRNs Click on Block 6 when all FRNs are added

31. Another New Pop-up Message – Item 21 Attachments ***Item 21 Attachments must be submitted within the 471 window

32. Block 5 Display Click on Block 6 to continue

33. Block 6 Certification Click in box to certify Add budget amount Generally, DO NOT check this box 33

34. Block 6 Certification Cont. New Tech Plan Certification – Tech Plan not required for Priority 1 requests 34

35. Block 6 Certification Cont.

36. Block 6 Certification Cont. New option for consultants Enter email address twice Click here for Paper Certification if you do not have a PIN Click here for Electronic Certification

37. Block 6 Electronic Certification Click on Print Preview to print a copy of the application for your records Click Submit and then certify Choose Paper or Electronic Certification

38. Filing Your Item 21 Attachment On-Line 38

39. Item 21 Attachments • Item 21 Attachments need to include: • A narrative overview or description of the products and services • Application number(s), FRN(s), Attachment ID, and page numbers on Item 21 Attachments • Indicate Bandwidth when you are requesting telecom or Internet access • Indicate the entities receiving services and locations • Clearly label ineligible items and costs • Indicate product make and model for each product requested • Provide a detail product or service description ***Note: Service providers CAN assist applicants to complete the attachment. 39

40. Filing Item 21 Attachment Online Click here to begin 40

41. Filing Item 21 Attachment Online Enter Information & Click on Continue 41

42. Creating Attachment Click on Create for Each FRN 42

43. Four Steps to Filing Click on Continue 43

44. Item 21 Attachment Part 1 of 4 If you need description examples, click here Type description of funding request 44

45. Item 21 Attachment Part 2 of 4 Click on “Add New Line” to begin adding Services Amount of funding request will be listed here. 45

46. Item 21 Attachment Part 2 of 4 Cont. Click on pull-down to select Service Type. Only services for the funding category will be listed. Click here to import cost from Form 471, or manually enter information Click on Save 46

47. Item 21 Attachment Part 2 of 4 Cont. Click to add New Line Item or Click on Continue 47

48. Item 21 Attachment Part 2 of 4 Cont. Click on pull-down to select Service Type Click on Save to continue 48

49. Item 21 Attachment Part 2 of 4 Cont. If all Line Items are listed, click on Continue. 49

50. Item 21 Attachment Part 2 of 4 Warning 50