Page 3 - E-Rate 2020-21 Workbook

P. 3

®
KELLOGG & SOVEREIGN BEAR-Billed Entity Applicant Reimbursement Form (Form 472) - Used to request reimbursement for funded Since 1998, the E-rate
www.kelloggllc.com services which the school or library paid for in full. program has been
BEN-Billed Entity Number - Unique number assigned by SLD to the school or library. providing discounts to
Follow us Category One (C1) – Services needed to support broadband connectivity to schools and libraries. assist schools and libraries
Category Two (C2) – Internal connections equipment or services necessary to bring broadband into, and provide it in the United States to
throughout, schools and libraries. Includes managed services and maintenance of eligible equipment. obtain affordable access to
CIPA - Children’s Internet Protection Act
telecommunications and
COMAD - Commitment Adjustment - Procedure to request repayment of funds.
USAC—SLD EPC - Online portal for all things E-rate. USAC’s E-rate Productivity Center. information services.
www.usac.org/sl ESL - Eligible Services List - List of products and services eligible for E-rate discount.
FCDL-Funding Commitment Decision Letter - Notification of the funding decisions including funding amounts for ADMINISTRATION
E-MPA all of the services included on the applicant’s Form 471.
E-Rate Management The E-rate program is
Professionals Association RFCDL—Revised Funding Commitment Decision Letter—Notification of funding changes administered by the
www.e-mpa.org FRN-Funding Request Number - Unique number assigned by SLD for each request for funding on Form 471. Schools and Libraries
PIA-Program Integrity Assurance - USAC team responsible for reviewing E-Rate applications prior to funding. Division (SLD) of the
FCC PQA –Payment Quality Assurance - Audits E-Rate Payments during the current year.
www.fcc.gov RAL-Receipt Acknowledgement Letter - Lists services included on applicant’s Form 471. Universal Service
SPI– Service Provider Invoice (Form 474). Service Providers submit Form 474 to invoice USAC for discounts. Administrative Company
SPIN-Service Provider Identification Number. Unique number assigned by SLD to a service provider. (USAC), a not-for-profit

SSR-Service Substitution Request. Is a request to change the products or services specified in the 471. corporation overseen by does not cover the cost of end-user equipment such
Form 470 - First form filed with USAC. Lists services for which an applicant would like to receive proposals . the Federal “E-rate” is a nickname. The official name of the as computers and telephone handsets, instructional
Form 471 - Second form filed with USAC. Lists services for which an applicant would like to receive discounts. Communications program is the Universal Service Program Schools software, teacher training, or the salaries of school
Form 472 - Billed Entity Applicant Reimbursement (BEAR) form. Commission (FCC). and Libraries Program. E-rate is one of four pro- or library technology staff.
Form 474 - Service provider invoice (SPI) form. grams supported by the Universal Services Fund

Form 498 - Applicants and Service Providers use this form to provide banking information for electronic payments. FUNDING YEARS (USF). The total provided to schools and libraries Funding is committed in a two-step application pro-
Form 486 - Third form filed with USAC. Notifies USAC that services have started. is $4.15 billion per year plus an index for inflation. cess. The first form filed is the Form 470 which de-
Form 498 - Banking account information needed so that BEAR Reimbursements can be filed electronically via EFT FY 2020: 7/1/2020- The first category of supported services, Category scribes the services requested and starts a minimum
Form 500 - Report changes in amounts, service start date, contract expiration date, cancellations, entity closings. 6/30/2021* One, includes the services needed to support 28-day competitive bidding period. The second
FY 2019: 7/1/2019- form filed is the Form 471 which describes the ser-
©
®
Kellogg & Sovereign Consulting - E-rate Primer May, 2019 6/30/2020 broadband connectivity to schools and libraries. vices ordered and the specific amount of discounts
The second category of supported services, Cate-
The Schools & Libraries Divi- FY 2018: 7/1/2018- gory Two, includes the services and internal con- requested.
sion (SLD) usually begins 6/30/2019 nections needed for broadband connectivity with- Eligible schools must meet the federal definition of
issuing funding commitments FY 2017: 7/1/2017- in schools and libraries. an elementary or secondary school and includes all
in May prior to the start of The FCC clarified that E-Rate Category 2 budgets are based on a five-year rolling funding cycle. 6/30/2018 E-rate is administered by the Schools and Librar- K-12 public schools and all K-12 non-profit private
schools with endowments not exceeding $50 mil-
the funding year. What this means for E-Rate Applicants is that whichever year they first receive C2 funding sets the first *Deadline to file ies Division (SLD) of the Universal Service Admin- lion.
Commitments are issued year of the applicant’s 5-year budget. The rolling budget begins for the entire district even if only a single applications for FY2020 istrative Company (USAC), a not-for-profit corpo-
weekly in “funding waves.” site within that district received C2 funding. ration overseen by the Federal Communications Eligible libraries must meet state LSTA require-
will be March of 2020. Commission (FCC). ments and includes all public libraries and many
Applicants that receive support in funding year 2015 will have $150 per student* available divided over private, not-for-profit libraries accessible to the
funding years 2015, 2016, 2017, 2018, and 2019. A new 5-year cycle would begin in 2020. E-rate is a discount, not a grant. The program public.
provides discounts of 20% to 90% on the cost of
Applicants that receive support in funding year 2016, but not in funding year 2015, will have a budget of broadband services, and up to 85% for internal Discounts are determined by economic need and
$150 per student* divided over funding years 2016, 2017, 2018, 2019, and 2020. A new 5-year cycle will connections for broadband, broadband manage- rural or urban classification. The discount rate for
begin in 2021. ment services, and basic maintenance of broad- libraries is based on the income level of schools in
Likewise, libraries in library systems that receive support in funding years 2015 or 2016 will calculate 1101 Stadium Drive band internal connections. The E-rate program their service area.
The Eligible Services List (ESL) for support over the five-year funding cycle using the number of square feet less any support received in the Ada, Oklahoma 74820 E-RATE DISCOUNT MATRIX
each funding year provides guid- prior four funding years.
ance on the eligibility of products p. 580-332-1444
and services under the Schools This approach will allow schools and libraries to plan for how best to upgrade their facilities, and plan for www.kelloggllc.com
and Libraries Program. future upgrades based on their own prior spending. In contrast, adopting a shorter budget, such as a two-
year budget, would create a mismatch between the budget cycle and real equipment lifecycles, and would Certified
http://www.usac.org/sl/ likely encourage applicants to inefficiently front-load expenses in the next two years. E-rate Management
applicants/beforeyoubegin/ *adjusted for inflation annually Professionals (E-mpa®)
eligible-services-list.aspx

1 2 3 4 5 6 7 8