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THE E-RATE FILING PROCESS

2.2 billion dollars are distributed to schools and libraries every year through the E-Rate Process. Every school that wants to participate must go through the correct filing process. We can provide any help you need filing 470/471 forms.

1. Application Process

To qualify for E-rate funding, schools and libraries must submit three separate forms to SLD. These forms must be submitted in the following order:
  1. Form 470 describes the service that a school/library intends to purchase. Using the information provided on Form 470, SLD will post the request for services to the SLD Web site for a minimum of 28 days.
  2. Form 471 details the services for which a contract has been signed. Form 471 can be filed with the SLD after the 28-day Web-posting period.
  3. Form 486 confirms that contracted services are completed, and that the vendor should be paid by SLD.
Application for E-rate funding is a two-step process.


Step 1

Eligible schools, libraries, and consortia file Form 470 electronically or on paper.:
http://www.sl.universalservice.org/menu.asp.
Electronic versions of Form 470 and Form 470 Instructions can be accessed via the Web at
http://www.sl.universalservice.org/form.

Information from most Form 470s will be posted on the SLD Web Site which begins the competitive bidding process. Schools and libraries must wait at least 28 days from the time their Form 470 information is posted on the SLD Web site before they select vendors
http://www.sl.universalservice.org/menu.asp

References

Form 470
You can obtain a copy of and instructions for completing this form at:
http://www.sl.universalservice.org/form.

Tools to assist in preparing Application Form 470

Minimum Processing Standards
There are certain mistakes that will cause automatic rejection of your application. Check here to discover how to avoid this.
http://www.sl.universalservice.org/Reference/470mps.asp

Eligible Services List
The list of products and services that are eligible for E-rate funding is at this site.
http://www.sl.universalservice.org/reference/eligible.asp

Technology Planning
To qualify for E-rate funding, each school must have a technology plan approved by your designated state agency. If you have questions about the technology plan approval process in your state, contact your State Department of Education. For guidance in developing a technology plan visit these sites. http://www.sl.universalservice.org/apply/step2.asp Technology Planning Guidebook
http://www.foothill.fhda.edu/cfi/smart/resources.html
National Center for Technology Planning
http://www.nctp.com


To find the SLD-Certified technology plan approvers for your state the SLD has provide a tool on their website:
http://www.sl.universalservice.org/reference/tech/default.asp Mailing Addresses for Form 470


Complete applications should be mailed for Manual Filing.
Only the signed Block 5 Certification Page should be mailed for electronic filing.

It is recommended that you send these forms by express delivery or U.S. Postal Service Return Receipt Requested.

SLD-Form 470
c/o Ms. Smith
3833 Greenway Drive
Lawrence, Kansas 66046-5444


Step 2

Schools and libraries must wait at least 28 days from the time their Form 470 information is posted on the SLD Web site before they select the most cost-effective proposal and submit Form 471. After the 28-day waiting period, eligible schools, libraries, and consortia can file Form 471 electronically or on paper.
http://www.sl.universalservice.org/menu.asp

Electronic versions of Form 471 and the Instructions for Form 471 can be accessed via the Web at
http://www.sl.universalservice.org/form.

References

Form 471
You can obtain a copy of and instructions for completing this form at:
http://www.sl.universalservice.org/form

An online navigation guide for the From 471 is available here:
http://www.sl.universalservice.org/reference/Onlinenav.asp

Calculating Your Discount

If you are applying for E-rate discounts on eligible services, you must calculate the percentage discount that you and the entities you represent are eligible to receive. For more information about calculating your discount rate, check this site.
http://www.sl.universalservice.org/Reference/

Tools to assist in preparing Application Form 471

Minimum Processing Standards
There are certain mistakes that will cause automatic rejection of your application. Check here to discover how to avoid this. http://www.sl.universalservice.org/reference/471mps.asp

Eligible Services List
The list of products and services that are eligible for E-rate funding is at this site.
http://www.sl.universalservice.org/reference/eligible.asp

Discount Matrix
How to calculate your E-rate discount.
http://www.sl.universalservice.org/Reference/dmatrix.asp

MSA/Goldsmith Data
Whether or not your district is located in an urban or rural area will have an impact on your discount. For information on how to determine if your school district is urban or rural check this site.
http://www.sl.universalservice.org/Reference/msa.asp

Technology Planning
To qualify for E-rate funding, you must have a technology plan approved by your designated state agency. If you have questions about the technology plan approval process in your state, contact your State Department of Education. For guidance in developing a technology plan visit these sites.
http://www.sl.universalservice.org/apply/step2.asp
National Center for Technology Planning
http://www.nctp.com

Electronic Filing Internet Address for Form 470
Select this site to access the online application form.
http://www.sl.universalservice.org/menu.asp

Mailing Addresses for Form 471

Complete applications should be mailed for Manual Filing.
Only Item 25, description(s) of services, and the signed Block 6 certification (unless using a PIN to do online Block 6 certification) should be mailed for electronic filing. Applications should be postmarked by February 4, 2004.

These forms should be sent by express delivery or U.S. Postal Service Return Receipt Requested

SLD-Form 471
c/o Ms. Smith
3833 Greenway Drive
Lawrence, Kansas 66046-5444

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