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Year 3 Form 470s Available For Posting
Message Posted October 25, 1999

471 "Window" Set from Nov. 10 to Jan. 19, 2000

SLD Web Site Revamped

Major Changes to Program Outlined

 

This e-mail contains several important points about Year 3 and I encourage

you to read each of them thoroughly.

1) Today the SLD released the new Form 470 and is now accepting Year 3 Form

470 applications online at www.sl.universalservice.org.

If you would like

discounts on services being delivered from July 1, 2000 to June 30, 2001,

you may now begin applying either online or via paper requesting bids on

those services.

I strongly suggest you file your application online as it saves time,

minimized data entry errors, reduces administrative costs for the SLD, and

is much faster than filing via paper because applications that are filed

online begin the 28 day waiting period the minute you electronically submit

your application. If you mail in your application, you may have to wait

several days until one of their data entry personnel enter your application

online for you.

You'll also notice that the new 470 is much easier to understand and

complete. Just a few of the changes are: the USCN # is now properly called

the 470 Application Number, they no longer request NCES numbers, they are

much clearer in asking for 'who are the recipients of service' and 'which

entity will be receiving the bill', and the block that asks you to describe

what services you are requesting is 100% easier to understand. Please don't

forget to print off each Block before you continue on to the next page.

Also, you may want to print out the new 470 and instructions first so you

can get a feel for the new form before you go online. The instructions have

been completely revised and I strongly recommend this be the first place you

turn with your questions.

Finally, don't forget that beginning with Year 3, if you have a multi-year

contract that continues through July 1, 2000 and beyond, there is no need to

file an 'existing contract' 470. You simply should wait for the 471 window

to open and then file the 471 citing your original 470 application number

(formerly USCN) as your establishing 470. For more information, see item

number 3 below.

2) The SLD has set the new 471 window from November 10 to January 19, 2000.

This means that all 471s received in that window will be treated as if

received on the same day. If you are about to glance at your calendar, I

can tell you that this means that you want to wait absolutely no later than

December 17 to submit your 470, wait 28 days, and still have a chance to

sign contracts, complete your 471 and have it received at the SLD by January

19. Don't forget that even if you file your 471 online, you have to have

the certification page received by the close of the window. I advise you to

go online and submit your 470 as soon as possible. The online form is very

user friendly and if you have an idea of what services you will be

requesting, you will probably spend less than 1/2 hour completing the form.

The new 471 and instructions are not yet available for viewing or printing,

however they are identical to the draft versions I used in my regional

training workshops. They may not be available until November 10, but I'll

keep you posted if they're available before then.

3) The SLD web site has been completely revamped. There is a very

well-organized step-by-step application process available as well as clear

links to all available help and documentation about the program available at

http://www.sl.universalservice.org/apply.asp. There also is an updated

eligible services list at

http://www.sl.universalservice.org/Reference/eligible.asp#1. While no new

major services have been added, the list has been updated to provide

clarification on numerous items that previously were unknown. As I told

everyone at the workshops... most applicants don't apply for everything

they're eligible for. I encourage you to take a few minutes to look at this

list and be sure you are applying for everything you need that's eligible,

including cell phone and paging services, and maintenance contracts on

internal connections.

4) In case you missed one of the numerous E-rate Year 3 workshops being

held around the state, here is an update on the major changes for Year 3.

You also should know that I am planning a statewide teleconference in the

morning of November 10 to discuss the major changes for Year 3 E-rate, go

over the revised forms, and make sure everyone is clear on the deadlines.

As soon as satellite coordinates are known, I'll send out an e-mail.

-- The 470 and 471 forms and instruction have changed quite a bit. They

forms are easier to understand, have less "tricky" questions, have easier to

understand terms, don't request unnecessary information, have calculations

built-in, and are much user-friendly. The instructions are improved as well

because they contain answers to almost every question you may have about an

Item on the application.

-- The equal application window only applies to the 471; Form 470's may be

filed at any time. In Year 3 it may seem like there is a window for both

the 470 and 471 that begins today and ends Jan. 19 because the new forms

were not yet available before today, but in future years, you will be able

to file a 470 at any time to align with your procurement processes. The 471

is the only form that will be required to be submitted in the "window".

-- If you have a multi-year contract that extends into the Year 3 funding

year (July 1, 2000 - June 30, 2001), you do not need to file an 'existing

contract' Form 470 as in previous years. As long as the contract was

originally competitively bid using a 470, the contract is E-rate eligible

for the length of the contract and you only are required from now on to file

a 471 to apply for your discounts for that funding year. For example, if

after posting a 470 for 28 days, you signed a 3 year contract on April 1,

1999 that ends on June 30, 2002, you would only file a Form 471 for the

remaining 2 years of the contract. Services purchased on a month-to-month

basis without a contract must still file a 470 each year (anytime after July

1).

-- Signed contracts for month-to-month Internet access, cellular and paging

services will no longer be required. Previously only month-to-month

services purchased under tariff didn't require a signed contract. Signed

contracts or purchase orders are still required for all other facilities and

services.

-- The 471 can be filed more widely in Year 3, including with P.C.s and

MACs, with Netscape and Ineternet Explorer (browser 4.0 or higher).

-- As you can tell, the filing window has been moved up earlier in the year.

This is due to the effort of the SLD to have funding commitment letters for

Year 3 in the hands of applicants by May in order for discounts to be placed

on bills and eliminate the reimbursement option for payment.

Julie L. Tritt

Executive Policy Specialist

Office of Educational Technology

PA Department of Education

333 Market Street, 10th Floor

Harrisburg, PA 17126

(717) 705-4486

(717) 787-7222 - fax

jtritt@state.pa.us

www.L2L.org

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