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

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

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Page 1: Form 470 Step-by-Step for Libraries E-Rate FY2014

Form 470 Step-by-Step

forLibraries

E-Rate FY2014

Page 2: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 3: Form 470 Step-by-Step for Libraries E-Rate FY2014

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!

Page 4: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 5: Form 470 Step-by-Step for Libraries E-Rate FY2014

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.

Page 6: Form 470 Step-by-Step for Libraries E-Rate FY2014

Let’s Begin The Form 470

On-Line Filing Process

www.usac.org/sl

Page 7: Form 470 Step-by-Step for Libraries E-Rate FY2014

Start by Clicking “Apply Online”

Page 8: Form 470 Step-by-Step for Libraries E-Rate FY2014

Click on “Create Form 470”

Page 9: Form 470 Step-by-Step for Libraries E-Rate FY2014

Enter Zip Code or Entity No. and Click on Next

Page 10: Form 470 Step-by-Step for Libraries E-Rate FY2014

If correct, click on “Next”

Page 11: Form 470 Step-by-Step for Libraries E-Rate FY2014
Page 12: Form 470 Step-by-Step for Libraries E-Rate FY2014

Choose the Applicant Type and Recipients of Services

The “Form Identifier” is user created

The system will assign the application numberSelect Funding

Year

Enter the number of Eligible Entities

Top Portion of Block 1

Page 13: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Bottom Portion of Block 1

Page 14: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 15: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Next

Page 16: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Describe the Service, and Quantity or Capacity

Click on Next

*You can no longer choose your preference to receive funding. You must arrange with your Service Provider

Page 17: Form 470 Step-by-Step for Libraries E-Rate FY2014

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.

Page 18: Form 470 Step-by-Step for Libraries E-Rate FY2014

Complete if you are applying for Internet Access

Click Next to Continue

List cell phones with Internet Access here to receive funding for the data service

Save & Exit Option is located at the top of each screen

Page 19: Form 470 Step-by-Step for Libraries E-Rate FY2014

Complete if you are applying for Internal Connections

Click Next to Continue

The “Two in Five” rule applies to Internal Connection equipment

Page 20: Form 470 Step-by-Step for Libraries E-Rate FY2014

Click Next to Continue

Complete if you are applying for Basic Maint. Of Internal Connections

Basic Maint. can be requested yearly

Page 21: Form 470 Step-by-Step for Libraries E-Rate FY2014

List an Optional Contact if you will not be available

Check this box if there are “No” bidding requirement

Optional

Click Next

Page 22: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 23: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 24: Form 470 Step-by-Step for Libraries E-Rate FY2014

Search for Billed Entity by Zip Code or Entity No.

Click on District Name and Add

Click Next

Page 25: Form 470 Step-by-Step for Libraries E-Rate FY2014
Page 26: Form 470 Step-by-Step for Libraries E-Rate FY2014

Read and Check each Certification

Check second option in 17 if applying for Priority 1 requests only

Check second option in 16 for libraries

Page 27: Form 470 Step-by-Step for Libraries E-Rate FY2014

Provide information of the person authorized to certify the application. Can be different than the contact person in Block 1

If a consultant has been given the authority to make certification, check here

Page 28: Form 470 Step-by-Step for Libraries E-Rate FY2014

Click Next

Page 29: Form 470 Step-by-Step for Libraries E-Rate FY2014

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.

Page 30: Form 470 Step-by-Step for Libraries E-Rate FY2014

Click Submit

After submitting your application, you will receive the option to certify – choose either Paper or Electronic method.

*Note - Electronic certification requires a PIN

Page 31: Form 470 Step-by-Step for Libraries E-Rate FY2014

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

Page 32: Form 470 Step-by-Step for Libraries E-Rate FY2014

Questions?

Page 33: Form 470 Step-by-Step for Libraries E-Rate FY2014

Support

E-Rate Support and Information

Lorrie Germann: 740-253-1153 E-mail: [email protected]