E-rate Process Steps for Applicants
Step 1. Prepare Technology Plan
Applicant prepares a Technology Plan which must be formally
Step 2. File FCC Form 470 “Description of Services
Requested and Certification”
Applicant files this form, usually electronically, listing
services requested and bidding and contact information. Form 470 is posted
to SLD web site in order for the school to receive and review competitive
bids. The SLD has a link for on-line filing.
Step 3. Receive bids during 28-day competitive bidding
The Form 470 must be posted to the SLD web site for
a minimum of 28 days to allow all interested service providers to bid
on the applicant’s Form 470 and /or detailed RFP. The SLD sends
the applicant a Form 470 Receipt Acknowledgement Letter that advises the
applicant of the Allowable Contract Date. The applicant should not sign
any contracts prior to the Allowable Contract Date or they will have jeopardized
approval to receive E-rate funding.
Step 4. File Form 471 “Service Ordered and Certification”
Applicant files this form with SLD during a specified
filing “window” each funding year, generally early November
to early February. The applicant uses the Form 471 to identify the products/services
and service provider they have selected based upon bids received to their
Form 470 posting. The applicant also specifies the E-rate funding they
are requesting for the products/service/pricing selected.
Step 5. Receive Receipt Acknowledgement Letter (RAL)
Applicant and selected service providers receive a Form
471 confirmation letter from the SLD. This is the applicant’s opportunity
to verify the accuracy of the information and make any necessary corrections
within the required timeframe
Step 6. Await SLD’s review of Form 471
SLD processes the Form 471. SLD may contact the applicant
if there is a problem with data entry of the forms or to verify the eligibility
of the services.
Step 7. Receive Funding Commitment Decision Letter
SLD approves/denies Form 471 funding request via a FCDL.
Requests are assigned a Funding Request Number (FRN) and funded $$ amount.
SLD sends the FCDL notification to the applicant and affected service
Step 8. File Form 486 “Receipt of Service Confirmation
The Applicant files this form with the SLD to confirm
delivery of services from their service provider and also to certify compliance
with the Children’s Internet Protection Act (CIPA) as required by
Step 9. Receive E-rate discounts or reimbursements
from the Service Provider
SLD notifies the affected service provider when it approves
an applicant’s Form 486. At this point Harmonix Technologies will
begin providing E-rate billing discounts or signing Billed Entity Applicant
Reimbursement (Form 472) forms. All forms and complete instructions are located on the SLD web site.