Final Week to File FY 2022 Form 471s

March 16, 2022

Good morning, E-raters!

The sun is shining, the birds are singing, it’s going to reach 72 degrees today, and, oh yes, it’s the final week of the FY 2022 Form 471 application window!  There are only 6 days left and I can see that approximately 35% of PA applicants still have to file.  The deadline is Tuesday, March 22, at 11:59 p.m. Eastern.  If you’re not going to be able to make this deadline, please contact me ASAP to discuss your options.

Important words of wisdom:  You must file a Form 471 every year to request funding – even if you’re in a multi-year contract.  There’s no such thing as a multi-year E-rate funding commitment.

Ask Me Anything E-rate Zooms!  To help answer any last minute questions you have about your filings, there are two Ask Me Anything E-rate Zoom sessions remaining, including one today at 11:00 am.  There will be no formal presentations, just an open dialogue for you to ask any questions you have about E-rate and your applications.

March 16 Zoom – 11 am – noon: https://cciu.zoom.us/j/99259374697?pwd=WnY3aUdQUzBFa1RHU005dzBrbUJ6UT09

March 21 Zoom – 1:00 – 2:00:  https://cciu.zoom.us/j/92092768246?pwd=WkhkWGNnMUU2dmJGYUtFTjV2N3RLdz09

Recent FAQs (in addition to the C1, C2 and General Filing Hints at: http://e-ratepa.org/?p=34131):

1. Should I include $0-value C2 items on my FRN? 

No.  Leave those off.

2. What option do we select for C2 installation?

Select > Miscellaneous > Installation from the drop-down options.

3. Should C2 licenses be treated as Internal Connections or Basic Maintenance?

Equipment licenses should be applied for as Internal Connections.  Be careful not to confuse licenses with maintenance/support charges.  If the licenses are maintenance/support charges, they must be listed on a separate FRN under Basic Maintenance of Internal Connections.

4. Can maintenance/support be included on the same FRN as the Internal Connections FRN? 

No.  Support/maintenance charges must be filed on a separate FRN using the Basic Maintenance of Internal Connections drop down.  Also, don’t forget that multi-year support SKUs must be pro-rated so you’re only applying for 1-year’s worth of support (so if you’re paying upfront for 3 years of support, you must apply for 1/3 of the cost each year).  This is different from multi-year licenses which are fully eligible in the first year.

5. Are vendor taxes and fees E-rate eligible? 

Most are and you should include them as a separate FRN Line Item on your FRN (don’t bundle them with your monthly cost).  PIA will ask you for proof of these charges, so don’t guess.  If you already submitted your 471 and didn’t include those fees, you can either add a new FRN Line Item to the existing Form 471 using the RAL Modification Process, or submit a new 471 by March 22 (copy the previously-submitted FRN, add the additional FRN Line Item) and then use the RAL Modification to cancel the original FRN.

6. Does the vendor contract have to be signed by both the vendor and the applicant before the 471 is filed?

No.  Contracts must be signed by the applicant prior to filing the Form 471.   The vendor is not required to sign by the Form 471 filing.

7. I need to edit my incomplete 471 – how to get back into the 471?

– If you click on something that takes you out of the 471, or if you deliberately leave the 471, it’s easy to return where you left off.  Simply go to your EPC Landing Page by clicking on “Tasks” from the top toolbar.  There you’ll find the incomplete Form 471s.

– Or if you’re on the ‘Review PDF’ page, click on “Edit Form” in the bottom left corner to get back into the form.

– Or if you clicked on Save and Share or Send for Certification, EPC has sent the form to all “full rights users” in your EPC account, and the form has disappeared from your Landing Page Task List.  You’ll have to contact one of the full rights users in your organization and have them send it back to you.  Hint:  Don’t ever click “Save and Share.”

8. Can we upload contract amendments to our existing Contract Record in EPC? 

Unfortunately, you cannot modify or add additional documents to your existing Contract Record in EPC.  If you amended your contract (perhaps to upgrade bandwidth), PIA may reach out to you to ask why the requested services/amounts are different than what are contained in your original contract in which case you’ll simply send them the contract amendment.  Do not create a new contract record simply because a contract was amended.  There’s also no way to delete an existing Contract Record.

9. We just realized that we need to make changes to a school’s entity profile but the system is locked down.  What should we do?

There was an “Admin Window” that closed January 10 during which time such changes could be made; however, the system is now locked down and no changes can be made, including to Enrollment, NSLP data, Entity Name changes, etc.  However, if you have not yet submitted your 471, you can list these changes in the FRN Narrative Box, or after your application has been submitted you can submit a RAL Modification to memorialize the changes after the 471 is submitted.

10. How do I answer the questions on the certification page?

Yes/No Questions: On the final Certification Page, there are two questions asking if you received any funds from a service provider or if a service provider has helped you locate funds.  The answer to both of these questions should be NO.  Essentially, they are asking if a service provider has waived any of your non-discounted amounts (your fair share), or given you funds to offset those amounts. Don’t be confused by the meaning of these questions or pause in anyway.  The answers should always be NO.  If a vendor does offer to waive your share or give you funds to cover it, cancel your contract with that vendor and go to the next lowest bid.

Technology Budget Question:  The forms asks for “Total budgeted amount allocated to resources not eligible for E-rate support.”  Here they want you to take your entire technology budget and subtract the amount you’re spending on E-rate purchases.  In reality, if you enter the estimated amount of your technology budget, that’s fine.  Just don’t list $0.

Topic-Related Guides and Additional Guidance:

• Reviewing and Evaluating Vendor Bids/Proposals – FY 2022
• Contract Guidance for E-rate Eligible Services/Equipment – FY 2022
• Creating New Contract Records Guide FY 2022
• Creating New Contract Records for PEPPM Guide FY 2022
• CABIO Internet Bidding Exemption Guide
• Category 1 Filing Guide FY 2022
• Category 2 Filing Guide FY 2022
• Bulk Upload Tool for Internal Connections FRNs
• Navigating the PIA Review Process – FY 2022

Extended CSC Hours for Final Days of the Application Filing Window
USAC’s Customer Service Center (CSC) will be open additional hours in advance of the close of the FY 2022 Form 471 application filing window:

• Friday, March 18 – 8 a.m. to 10 p.m.
• Saturday, March 19 – Closed
• Sunday, March 20 – Closed
• Monday, March 21 – 8 a.m. to 10 p.m.
• Tuesday, March 22 – 8 a.m. to 11:59 p.m.

Happy Filing!

– Julie