{"id":35572,"date":"2024-07-10T18:59:59","date_gmt":"2024-07-10T18:59:59","guid":{"rendered":"http:\/\/e-ratepaorg.local\/?p=35572"},"modified":"2024-07-15T19:04:02","modified_gmt":"2024-07-15T19:04:02","slug":"file-bears-now-for-fy-2023-e-rate-reimbursements","status":"publish","type":"post","link":"https:\/\/e-ratepa.org\/?p=35572","title":{"rendered":"File BEARs Now for FY 2023 E-rate Reimbursements"},"content":{"rendered":"<p><span style=\"color: #222222;\">July 10, 2024<\/span><\/p>\n<p>Attached:\u00a0<a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2024\/07\/FY-2023-BEAR-Statuses-as-of-7-10-2024.xlsx\" class=\"mtli_attachment mtli_xlsx\" target=\"_blank\">FY 2023 BEAR Statuses as of 7-10-2024<\/a><\/p>\n<p>Attached:\u00a0<a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2024\/07\/Form-472-BEAR-Filing-Guide-New-BEAR-July-2024.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\">Form 472 BEAR Filing Guide &#8211; New BEAR July 2024<\/a><\/p>\n<p>~ FY 2024 BEARs Also May Now Be Submitted ~<br \/>\n~ Invoicing Status of\u00a0All\u00a0FY 2023 FRNs Attached ~<br \/>\n~ New BEAR Filing Guide Attached ~<\/p>\n<p>The last day to receive FY 2023 recurring services was June 30, 2024 and so now is the time to submit the Form 472 BEAR to USAC for services in which you paid vendor bills in full from July 1, 2023 &#8211; June 30, 2043.\u00a0\u00a0<strong><em>How do you know if you need to submit a BEAR?<\/em><\/strong>\u00a0\u00a0The easy answer is that if you received discounted bills from your vendor, you do\u00a0not\u00a0need to submit a BEAR (your E-rate discounts were applied to your bill).\u00a0 If you did\u00a0<strong><em>not<\/em><\/strong>\u00a0receive discounted bills, then you likely will have to file a Form 472 BEAR to collect your reimbursement.\u00a0 Attached is a list showing the invoicing status of\u00a0every\u00a0FY 2023 FRN (including internal connections and FRNs where vendors have already provided discounted bills) so you can get a holistic picture of your FY 2023 funding requests.\u00a0 Column S shows the status of the FRN and those highlighted in yellow require your attention and those highlighted in green may require possible action.\u00a0 All subsequent BEAR reminders with lists will only include FRNs where a BEAR should be submitted.<\/p>\n<p><strong>Deadlines<\/strong>:\u00a0 The deadline for FY 2023 recurring services BEARs is October 28, 2024.\u00a0 The deadline for FY 2023 non-recurring purchases (mostly internal connections) is January 28, 2024.<\/p>\n<p><strong>What\u2019s New with the BEAR Form?\u00a0\u00a0<\/strong>\u2013 On November 6, 2023, USAC moved the Form 472 BEAR from the legacy system into the EPC system.\u00a0 Previously, the BEAR was a separate module when you logged into EPC (the middle option), but it is now a link from within the EPC E-rate portal, with a much-improved BEAR!\u00a0 A Guide to the new Form 472 BEAR Invoicing System is attached.\u00a0 To access the EPC Invoicing System, log into EPC and select \u201cEPC E-rate Invoicing\u201d from the shortcuts menu in the top right corner of your Landing Page.\u00a0 If you don\u2019t see this link, it means that your EPC Account Administrator must change your User Permissions in their EPC portal (see Slide 11 for instructions on changing User Permissions). \u00a0<em>Hint:\u00a0 the new BEAR allows (not requires) you to upload a copy of the relevant vendor invoice and I encourage you to do so for Category 2 funding requests.<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-35578 size-full\" src=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2024\/07\/NewBEARform.png\" alt=\"NewBEARform\" width=\"613\" height=\"81\" \/><\/p>\n<p><strong>FY 2024 Purchases:<\/strong>\u00a0 Many applicants purchased FY\u00a0<strong>2024<\/strong>\u00a0internal connections equipment after April 1, 2024 and paid for the equipment in full.\u00a0 Assuming they have received an FCDL, those applicants may now submit BEARs for those purchases as well.<\/p>\n<p><strong>BEAR LOG-IN INFORMATION:<\/strong><\/p>\n<ul>\n<li>Log into EPC at:\u00a0<a href=\"https:\/\/nam10.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fforms.universalservice.org%2Fportal%2Flogin&amp;data=05%7C02%7Cpl-erate%40lists.psu.edu%7C942bdc6902654ab0625508dca12786a3%7C7cf48d453ddb4389a9c1c115526eb52e%7C0%7C0%7C638562439041029395%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=2SeW4%2FCx1ktk46s85UlRVhEnq90WkMV%2FTWaA5TPefBM%3D&amp;reserved=0\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/nam10.safelinks.protection.outlook.com\/?url%3Dhttps%253A%252F%252Fforms.universalservice.org%252Fportal%252Flogin%26data%3D05%257C02%257Cpl-erate%2540lists.psu.edu%257C942bdc6902654ab0625508dca12786a3%257C7cf48d453ddb4389a9c1c115526eb52e%257C0%257C0%257C638562439041029395%257CUnknown%257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%253D%257C0%257C%257C%257C%26sdata%3D2SeW4%252FCx1ktk46s85UlRVhEnq90WkMV%252FTWaA5TPefBM%253D%26reserved%3D0&amp;source=gmail&amp;ust=1721156070537000&amp;usg=AOvVaw1xiOzE9f8CcCF8tp1Zm12X\">https:\/\/forms.universalservice.org\/portal\/login<\/a>\u00a0and proceed through the multi-factor authentication steps.<\/li>\n<li>When you reach the One Portal Dashboard, you should see three links in this order:\u00a0 EPC, ECF.\u00a0 If you don\u2019t see the Form 472 BEAR link, it means you are not set up with BEAR access credentials.\u00a0 See Slide 11 for information on how to obtain these credentials from your EPC Account Administrator.<\/li>\n<\/ul>\n<p><strong>Form 498 \u2013 Direct Deposit Banking Data Form:<\/strong><\/p>\n<ul>\n<li>Before\u00a0you file the BEAR, you must have an approved Form 498.\u00a0 The Form 498 provides USAC with the banking information so that your BEAR reimbursements can be directly deposited into your account.<\/li>\n<li>You do not need to complete the Form 498 annually.\u00a0\u00a0To determine if you have an approved Form 498, log into the Online BEAR System, and if a Form 498 ID doesn\u2019t appear in the form, it means you don\u2019t have an approved 498 on file with USAC.\u00a0 If you don\u2019t have access to the BEAR System and want to see if you have an approved 498, log into EPC &gt; Records &gt; Form 498s &gt; Click on 498 if one is showing to see the Status.\u00a0 If no 498 is showing, then there isn\u2019t one on file with USAC.<\/li>\n<li>If you need to update your school or library\u2019s banking information, you must do so in SAM.gov.<\/li>\n<\/ul>\n<p><strong>A few important Q &amp; A&#8217;s:<\/strong><\/p>\n<p><strong>1) Can I put all of my reimbursement requests on a single BEAR?<\/strong><br \/>\nA. Yes!\u00a0 The new BEAR system no longer limits each BEAR to a single SPIN.<\/p>\n<p><strong>2) Am I required to have the service provider approve the BEAR before it\u2019s submitted?<\/strong><br \/>\nA. No.\u00a0 Your BEAR will be submitted directly to USAC for processing.<\/p>\n<p><strong>3)\u00a0 How long will it take for my BEAR reimbursement to arrive?<\/strong><br \/>\nA.\u00a0\u00a0 BEAR reimbursements will be directly deposited to the bank account that is in your SAM.gov account as soon as a few days of BEAR submission.\u00a0 However, USAC often requests additional information, such as a copy of the vendor invoice(s), as part of an invoice review (common with C2 BEARs).<\/p>\n<p><strong>4) I was committed more funding than I actually spent. Can I request reimbursement for the full amount that was originally committed?<\/strong><br \/>\nA. No. Applicants\u00a0may only seek reimbursement for the exact amount paid for the service instead of just listing the full funding cap (for example, if you were committed $10,000, but then only spent $6,000, you can only request E-rate reimbursements based on the $6,000). \u00a0Please know that USAC has increasingly been requesting copies of invoices when they review the BEARs as proof that you are requesting the accurate amount.<\/p>\n<p><strong>5) I spent more than what was committed on my funding commitment letter (my cap). What should I list on my BEAR &#8212; the cap or the actual amount spent?<\/strong><br \/>\nUSAC would like you to complete the BEAR with the\u00a0actual\u00a0figures of what you spent for the service, and not just list your funding cap amount. For example, if you spent $10,000, and had a 50% discount, you would list $10,000 in Column 14 and $5,000 in Column 15, even if you were only committed $4,000. The reason is that USAC would like to show how much applicants are actually spending on services and also so they know that you are not just listing the funding commitment amount (the cap), but have actually added up how much was actually spent in each of the 12 months using the actual vendor bills. Unfortunately, they will only reimburse you up to the amount that you were committed.<\/p>\n<p><strong>6) What if I receive my BEAR Remittance Letter and it lists that $0 was approved?<\/strong><br \/>\nA. This typically means that there was an error made on the BEAR Form and the applicant must correct the error and resubmit to USAC.\u00a0 There is an explanation on the BEAR explaining what was incorrect to help identify the error.\u00a0 If you\u2019re still unsure of the error, call CSB at 888-203-8100 and they can give you a more detailed explanation.\u00a0 The most common denial reason is listing the wrong service start date year.\u00a0 Note:\u00a0 If the deadline to invoice has not passed, you can simply resubmit a corrected BEAR \u2013 no need to appeal.<\/p>\n<p><strong>7) What if I actually received a slightly different service\/equipment than what was originally listed on my Form 471 application?<br \/>\n<\/strong>A. USAC has increased scrutiny of the BEARs to make sure that reimbursement requests are for exactly what services were approved for on the FCDLs.\u00a0 If you changed services from what you originally listed on your Form 471, you should first seek a &#8220;correcting service substitution request&#8221; from USAC by using the Service Substitution link in the upper right side of the EPC Landing Page.<\/p>\n<p><strong>8)\u00a0 What should I do if I didn&#8217;t use the equipment and want the C2 funds returned to my C2 budget for use in future years?<\/strong><br \/>\nA.\u00a0 File a Form 500 and reduce or cancel the FRN.\u00a0 The Form 500 must be filed in EPC where you will find the link in the upper right side of the EPC Landing Page.<\/p>\n<p>If you have any questions about the FY 2023 or FY 2024 Invoice Deadlines or completing the BEAR, please contact me at\u00a0jtschell@comcast.net.<\/p>\n<p>&#8212; Julie<\/p>\n<p>Julie Tritt Schell<br \/>\nPennsylvania E-rate Coordinator<br \/>\n717-730-7133 &#8211; o<br \/>\njtschell@comcast.net<br \/>\nwww.e-ratepa.org<\/p>\n\n<div class=\"twitter-share\"><a href=\"https:\/\/twitter.com\/intent\/tweet?via=eratepenn\" class=\"twitter-share-button\" data-size=\"large\">Tweet<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>July 10, 2024<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52],"tags":[],"class_list":["post-35572","post","type-post","status-publish","format-standard","hentry","category-listserve_archive"],"_links":{"self":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/posts\/35572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=35572"}],"version-history":[{"count":0,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/posts\/35572\/revisions"}],"wp:attachment":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=35572"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=35572"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=35572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}