{"id":7401,"date":"2015-03-25T13:04:53","date_gmt":"2015-03-25T13:04:53","guid":{"rendered":"http:\/\/e-ratepaorg.local\/?p=7401"},"modified":"2015-04-07T13:05:04","modified_gmt":"2015-04-07T13:05:04","slug":"updated-guidance-for-iu-discount-calculations","status":"publish","type":"post","link":"https:\/\/e-ratepa.org\/?p=7401","title":{"rendered":"Updated Guidance for IU Discount Calculations"},"content":{"rendered":"<p>March 25, 2015<\/p>\n<p>~ New Instructions for NIF-only IUs on Consortium 471s ~<\/p>\n<p>Intermediate Units (and perhaps some Diocesan entities) have multiple ways to file their E-rate applications, depending on what services they are procuring, for whom those services are being procured, and whether an IU has its own schools or not.\u00a0 The instructions on how IUs should file their Form 471s for each situation have generally not changed over the years, but I thought it would be helpful to spell-out exactly how to file for each scenario.\u00a0 Also, with the new Form 471, there is a technical problem (described in # 3) because the online application will not permit a NIF (non-instructional facility)-only entity to be a stand-alone consortium member.\u00a0 USAC has provided guidance as a work-around for this year if you are in this situation.<\/p>\n<p><strong>1)\u00a0 IU FILING FOR ITS OWN SERVICES &#8211; WHERE SERVICE ISN&#8217;T BEING SHARED WITH ITS DISTRICTS<\/strong><\/p>\n<ul>\n<li>In the Basic Information section (Block 1), select School District.<\/li>\n<li>In Discount Calculation section (Block 4), list the IU&#8217;s NIFs (non-instructional buildings), all of the IU&#8217;s schools (if they have any) AND all of the schools they service in their IU&#8217;s service territory (not districts), as if they were the one giant school district. \u00a0The template should list the IU&#8217;s BEN in Column A for all entities.\u00a0 This will correctly calculate the discount rate.<\/li>\n<li>In the Funding Request section (Block 5), you should select the IU&#8217;s actual buildings receiving the service in Manage Entities.<\/li>\n<\/ul>\n<p><strong>2) \u00a0IU AS CONSORTIUM LEAD &#8211; WHERE IU HAS SCHOOLS OF ITS OWN<\/strong><\/p>\n<ul>\n<li>In the Basic Information section (Block 1), select Consortium.<\/li>\n<li>In Discount Calculation section (Block 4), upload your template where the consortium member&#8217;s BENs are in Column A and all of the schools associated with that BEN in Columns B and C.\u00a0 The IU would be listed as a separate consortium member and would include their NIFs and their IU&#8217;s schools.\u00a0 If the IU only has a NIF and no schools of its own, see # 3 below for instructions.<\/li>\n<li>In the Funding Request section (Block 5), you should select the buildings receiving the service in Manage Entities.\u00a0 If service is only being delivered to the Districts&#8217; head-ends (hub-sites), you should only select those buildings.<\/li>\n<\/ul>\n<p><strong>3)\u00a0 IU AS CONSORTIUM LEAD &#8211; WHERE IU HAS NO SCHOOLS<\/strong><\/p>\n<p>As it currently stands, the new Form 471 application will not permit the filing of a consortium application in which the IU is a consortium member but has no schools.\u00a0 Although not perfect, the following is USAC&#8217;s guidance on how to file in these situations:<\/p>\n<ul>\n<li>In the Basic Information section (Block 1), select Consortium.<\/li>\n<li>In Discount Calculation section (Block 4), upload your template where the consortium member&#8217;s BENs are in Column A and all of the schools associated with that BEN in Columns B and C.\u00a0 Because the IU cannot be listed as a NIF-only consortium member, do NOT list the IU&#8217;s BEN in Column A, but rather add the IU\u2019s NIFs to one of the school districts on the application.\u00a0 Be sure to identify it as an ESA under School Attributes.<\/li>\n<li>In the Funding Request section (Block 5), the IU must explain in the Narrative text box of the first FRN which IU NIF(s) should be a stand-alone entity and with which school district they were placed. \u00a0Including the IU\u2019s NIFs in a school district will not affect the discount rate as the NIFs do not have any students and they are not considered in the urban\/rural status determination.<\/li>\n<li>Using Manage Entities, you should select the buildings receiving the service.\u00a0 If service is only being delivered to the Districts&#8217; head-ends (hub sites), you should only select those buildings.<\/li>\n<\/ul>\n<p>If you have any questions, please don&#8217;t hesitate to contact me at <a href=\"mailto:jtschell@comcast.net\">jtschell@comcast.net<\/a><\/p>\n<p>&#8212; Julie<\/p>\n<p>Julie Tritt Schell<br \/>\nPA E-rate Coordinator<\/p>\n<p>717-730-7133 &#8211; o<\/p>\n<p>717-730-9060 &#8211; f<\/p>\n<p><a href=\"mailto:jtschell@comcast.net\">jtschell@comcast.net<\/a><\/p>\n<p><a href=\"http:\/\/www.e-ratepaorg.local\">www.e-ratepa.org<\/a><\/p>\n<p>penn*link<\/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>March 25, 2015<\/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-7401","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\/7401","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=7401"}],"version-history":[{"count":0,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/posts\/7401\/revisions"}],"wp:attachment":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}