Information for Year 8 E-rate PEPPM Purchases
Message Posted January 17, 2005
As you know, the only way an E-rate applicant can submit a Form 471 without submitting a 470 is when someone else submits the 470 on your behalf. Such is the situation with the state's PEPPM contract for internal connections. As in previous years, the PA Department of Education has filed a Form 470 for the PEPPM contracts. Schools (both public and nonpublic) and libraries that would like to purchase and take receipt of an E-rate eligible item from PEPPM on or after July 1, 2005 may now simply file one form, the Form 471. The Form 471 filing window is currently open and thus Form 471 applications may be submitted immediately. The final day that applications can be postmarked for Year 8 is February 17, 2005.
Since last year, 85 new product lines and vendor contracts have been signed and added to the PEPPM contract. Because these new products were competitively bid using a new Form 470, applicants using PEPPM for purchases will have to make certain to use the correct Form 470 number and contract signing date for each product on your Form 471, Block 5. How will you know which information to use? Go to: http://www.peppm.org/pa/erate/Year8/year8Contacts.htm to find a PEPPM Product List Table. Simply find your product line in the table and click the Product's name. The correct information to be used in the Form 471, Block 5 will be displayed. There is also a red dot next to the names of the new product lines that were awarded this year.
Also, at the end of this message is the pertinent information you’ll need for your Form 471, Block 5 for all PEPPM purchases, depending on the year that the product line was added to PEPPM. (Hint, the most commonly used contracts -- Dell, Cisco, Avaya, HP, etc -- were placed on PEPPM in 2004.)
* Reminder: The SLD is requiring binding contracts (signed by both parties) for all services or equipment. The only exceptions to this are for one-year tariffed or MTM services, or where state master contracts (such as PEPPM) are being used. In the cases where PEPPM is being used, the SLD is no longer requiring contracts or purchase orders to be issued before the 471 is filed because the PEPPM contract IS the contract. Therefore all of the information below is based on the PEPPM contract, not on your local contracts/purchase orders, as had been the case in previous filing years. Purchase orders, however, must be issued in order to actually order the products (on or after July 1, 2005). Important: If you posted your own 470 and are NOT purchasing from PEPPM, you must have a binding contract -- signed by both parties -- before submitting the 471 (this can be a PO signed by the District and the vendor, listing that it will not be effective until at least July 1, 2005).
Purchase Orders for PEPPM Purchases
If your purchase is contingent on E-rate funding, a purchase order should be faxed AFTER your funding commitment decision has been made by the SLD, or after July 1, 2005, whichever is later. If you would like to purchase equipment regardless of E-rate approval, you should submit your purchase order to PEPPM anytime after July 1, 2005. When your E-rate approval is received later, you can then simply seek reimbursement using a BEAR form.
The purchase order should be for the full amount of the equipment, not for the E-rate non-discounted amount. Further, the P.O. should clearly state that this is an E-rate item, and include the Funding Request Number (FRN) pertaining to that piece of equipment. In addition, if the P.O. is issued after a funding commitment decision is issued by the SLD, the P.O. should specifically state whether you would like to receive a discounted invoice (where you would just pay the non-discounted portion and the vendor would seek reimbursement from the SLD).
Information you’ll need for your Form 471, Block 5 for all PEPPM purchases.
Product Lines Added to PEPPM in 2004 (most commonly used):
# 12: 470 Application Number for the PEPPM contract is: 169310000459211
# 15b: Contract Number: PEPPM State Contract 2004
# 15c: Check this box as this funding request is being purchased from a Master Contract
# 17: Allowable Contract Date: 10/28/2003
# 18: Contract Award Date: 11/20/2003
# 19: Service Start Date: 07/01/2005 (always use this number for all Year 8 Form 471s)
# 20b: Contract Expiration Date: 12/31/2005
Product Lines Added to PEPPM in 2005:
# 12: 470 Application Number for the PEPPM contract is: 759400000502715
# 15b: Contract Number: PEPPM State Contract 2005
# 15c: Check this box as this funding request is being purchased from a Master Contract
# 17: Allowable Contract Date: 10/27/2004
# 18: Contract Award Date: 11/18/2004
# 19: Service Start Date: 07/01/2005 (always use this number for all Year 8 Form 471s)
# 20b: Contract Expiration Date: 12/31/2005
Applicants can complete the Form 471 online (www.sl.universalservice.org/menu.asp). Assistance with filing the Form 471 for PEPPM 2004/2005 items will be provided by Central Susquehanna Intermediate Unit staff by calling (570) 523-1155 ext. 2144.
Julie Tritt Schell
(717) 730.7133 (voice)
(717) 730.9060 (fax)
jtschell@comcast.net (email)
Julie Tritt Schell
jtschell@comcast.net
(717) 730.7133 (voice)
(717) 730.9060 (fax)
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