REMC1 School Focused Training Slides

https://docs.google.com/presentation/d/1ntESa-0vJAefZgN-TzKBwJYO5Hc99hSv/edit#slide=id.g32ed83a31e4_0_0
(REMC1 internal use only) Training folder: https://drive.google.com/drive/u/0/folders/1E7CnxZecgMumJh81puTTXhbFMP9Z_Etp

Basic Info

REMC1 USF Vendor Info

SPIN: 143004434

Regional Educational Media Center 1

CCISD BEN Information

Because I always forget: 131775

GOISD BEN Information

NEW GOISD School District BEN as of Fall 2024: 17046797 - GOGEBIC ONTONAGON ISD.Additionally, we have linked the entities below to this GOISD school district BEN (GOISD has).
17046715 - Great Start Readiness Program and Special Education Classroom
17011292 - GOISD CCISD Service Center
17011299 - GOISD Service Center
17025855 - GOGEBIC COMMUNITY COLLEGE

Erate Changes

2024-25

Change number 1 for C1: FCC OKs E-Rate Rules for Wi-Fi Hotspots "The Federal Communications Commission has approved final rules to enable schools and libraries to use E-Rate program resources to loan out Wi-Fi hotspots to students and library patrons who don’t have a reliable internet connection at home. The E-Rate program provides discounts to assist schools and libraries in obtaining affordable telecommunication devices and internet access."
- As of 8/15/2024 there is filing guidance. I have added a section under eligible services.

2023-24:

All positive changes

Change number 1 for C1: If 90% of requested IA (internet access) is used for eligible purposes, the remaining ineligible use will be considered ancillary and, therefore, cost allocation is not required. This means if you have health services, police/security services etc... in-eligible organizations hosted inside your school buildings utilizing your network and internet access "Thats ok" as long as they dont make up more than 10% of your internet bandwidth.
Change number 2 for C2: For category 2 internal connections (network cabling in your building(s) on your campus): Previously if you had ineligible items (HVAC, cell phones, security cameras, door card readers etc..) attached to your "USF/E-rate funded Category 2 internal connections wiring" you had to cost allocate out any wiring drops from erate funding. This was RIDICULOUS because *clearly* all those items serve an educational purpose/support education in some way. THIS HAS BEEN CHANGED! This means: You no longer have to cost allocate those drops as long as 90% of a school's network connected equipment IS eligible.
Change number 3 for C2: Cost Allocation of NIF (non-instructional facility) usage of Category 2 equipment is no longer required!! This means that any equipment purchases funded by Category 2 internal connections erate funding does not have to be cost allocated if you install it in a NIF/Non-instructional-facility (a building where no instruction takes place including rented spaces).
Change number 4 for C1: Bus wifi is approved and on the eligible services list. Its recommended to file bus wifi on its own 470. You don't NEED and rfp but the 470 still requires you to say yes to RFP and upload a file. The file you upload should contain narrative on the geographical area you need coverage in, how many buses, and if you are seeking/needing equipment to be included. You will want bus wifi on its own 470 and they also say its own 471 as well (to avoid issues). Here are very clear guidances on filing for bus wifi including what options to select on the 470.
- USAC's stance on bus wifi RFP's: Upload an “RFP.” USAC states that “due to system settings,” the EPC system will require the upload of an RFP document when creating a bus Wi-Fi 470 as described above. Applicants are encouraged to include “the number of buses being outfitted” in the description, and are “strongly encouraged to provide geographic location/route information of the buses along with the service requirements for the bus route(s).”
- 2024 Bidding Guidance for School Bus Wi-Fi - FundsForLearning.com.pdf
- USAC 12_15_2023 News Brief - How to apply for bus wifi.pdf
Proposed change for C1: E-rate THREE YEAR Cybersecurity pilot. E-rate is considering funding cybersecurity product via the e-rate process as well as advanced firewall services (webfilter, ids, ips, application control etc..)
- Pilot is for 2024 to 2027
- If you sign up to participate in a consortium you cannot ALSO participate individually.

USAC Mailing lists

Michigan State Erate list: https://groups.google.com/a/remc.org/g/mieratecollab-l
- Send a blank email to: mieratecollab-l+subscribe@remc.org
- Or email our state erate coordinator Joe Polasek polasekj3@michigan.gov (please ask Josh, Steve or Jamie prior to bugging Joe. Lets try and filter questions internal and only send him questions we are unable to answer and via Josh, Steve and Jamie to help him out on volume).
- The whole Michigan erate team (dunno how large it is) Erate@michigan.gov
Sign up here https://cloud.outreach.usac.org/
Great bed time reading!

Links

The whole process in detail: http://usac.org/sl/applicants/
For service providers (thos with a SPIN): http://usac.org/sl/service-providers/default.aspx
Tools: (search for BEN info, 498 ID status, SPIN info, Data Retrieval Tool, USAC commitments and Deadlines etc: https://www.usac.org/e-rate/resources/tools/
Tools: Deadline calculation tool for each step in the process: http://usac.org/sl/tools/deadlines/default.aspx
http://e-ratecentral.com/ (for USAC updates and Fund Year Eligible Services List (DA 16-1032)
e-rate Dashboard for REMC1 SPIN: https://tools.e-ratecentral.com/us/public/fundingHistoryDetail.asp?v=&typ=spin&fy=2022&desc=0&ky=143004434&sortBy=
e-rate Dashboard start page. E-rate Central seems to be pay... but you seem to be able to get free access to the search tools by accident. Go to this link. On the right go to funding quick search, click spin, enter the REMC1 SPIN and away you go. You can search by BEN too. https://tools.e-ratecentral.com/us/stateInformation.asp?state=MI
And here is the root root of the Erate Central search where you can select the state: https://tools.e-ratecentral.com/us/default.asp
For 471 Search and Viewing tool: https://opendata.usac.org/stories/s/gifc-3grz
The 471 contains useful info such as Student counts, Free and reduced counts.
FRN search (by BEN, by SPIN, by State, By year etc..): https://data.usac.org/publicreports/FRN/Status/FundYear
For REMC1 to lookup Funding Commitment decision letters we user portal.usac.org (or forms.usac.org) and login there. Josh has the REMC1 service provider/SPIN account for that.
For REMC1 we also can use portal.usac.org 470 search tool to see what 470's are posted in a date range. Very useful
https://forms.universalservice.org/portal/
Lookup student counts(they are on the 471's too): https://www.mischooldata.org/student-enrollment-counts-report/
Look up building codes/school codes etc.. to see how they are listed (which determines annex vs ben vs nif vs not even eligible): https://cepi.state.mi.us/eem/entitysearchquick.aspx

Important Links worth standing out

REMC1/SPIN 470 lookup and 471 Information tool: https://erm.fundsforlearning.com/user/dashboard
- In Lastpass. User is license@remc1.org
- This is our SPIN portal. We can filter open 470's to look for opportunities to respond to BEN 470's
- We can look at our 471's BEN's have filed showing acceptance of our 470 proposals
- We can see stats year to year etc..
- The Help Site: https://help.fundsforlearning.com/
CCISD has a login under erate@copperisd.org
- Added to BW and is a BEN account vs our SPIN account.
- Can see all the CCISD 470s, 471's,

Eligible Services

Non-Eligible Equipment Manufacturers List (national security blocks)

List here: https://www.fcc.gov/supplychain/coveredlist

READ!! Detailed explanation of Cat 1 and Cat 2 eligible Services

h https://www.usac.org/e-rate/applicant-process/before-you-begin/eligible-services-overview/

How to calculate CAT 2 budgets as of 2019 - 5y CAT2 budget renewal rhythm

As of 2019
167 per full time student OR a minimum of 25k per school. Whatever is the larger amount.
CAT 2 budgets are on a 5y cycle as of 2019 so 2021-25, 2026(budget renews)-2030 so on and so forth. Every 5 years the per-school/library budget renews based on the formula
Info here condensed: https://e-ratecentral.com/Resources/Category-2-Budgets
You can use a hybrid approach as well.. For instance each school in a district can be calculated individually. So if a district has an ES entity and an HS/MS entity (they dont have to be in a different building) and the ES studentx167 count is LESS then 25k you can claim 25k for the ES. If the HS/MS student x 167 is LARGER then 25k then you can use the student count for that building and total 25k for the ES plus (studentx167) for the HS/MS to formulate your total CAT 2 buget etc..etc..

USAC hybrid calculation example:

District 3 has the following schools with more or less than 150 students.
	School 3A	33	students @ the minimum = 25,000
	School 3B	1,806	students @ $167/student = 301,602
	School 3C	591	students @ $167/student = 98,697
	School 3D	107	students @ the minimum = 25,000

More Info on Eligible services for current year

Hot link to this years list doc. Scroll down past the prelude to Category 1 and Category 2 sections: http://e-ratecentral.com/FCC/eslArchive/
Another basic link: http://www.usac.org/sl/applicants/beforeyoubegin/eligible-services-list.aspx
Phone service is being phased out in steps starting 2015. 2018 I believe is the last year phone service will be eligible

Eligible Services Deadlines for delivery

http://usac.org/sl/applicants/before-youre-done/delivery-extension.aspx
For recurring services you must receive those services between July 1 and June 30 of the funding year you applied for those services.
For Non recurring services like wiring and devices they must be received between July 1 of the funding year applied for and Sept 30 of the following funding year (15 month span).

Quick List of Eligible Services (Accurate as of 2024)

Each year an eligible services PDF comes out (its posted on usac's site. Honestly you can just google usac eligible services list)
- Here is the list for 2024 containing bus wifi: 2024 eligible services list.pdf

Basics: Category One: Data Transmission Services and Internet Access, and Voice Services. Category Two: Internal Connections, Managed Internal Broadband Services, and Basic Maintenance of Internal Connections

Category 1 (Internal connections, Managed internal connections, Internet, WAN connecting Schools/Libraries to the Internet)

- Eligible Category One services are listed in the entries for data transmission services and Internet access and voice services. This category consists of the services that provide broadband to eligible locations including data links that connect multiple points, services used to connect eligible locations to the Internet, and services that provide basic conduit access to the Internet.

Bus-wifi
Asynchronous Transfer Mode (ATM)
Broadband over Power Lines
Cable Modem
Digital Subscriber Line (DSL)
DS-1 (T-1), DS-3 (T-3), and Fractional T-1 or T-3
Ethernet
Integrated Services Digital Network (ISDN)
Leased Lit Fiber
Leased Dark Fiber (including dark fiber indefeasible rights (IRUs) for a set term)
Self-Provisioned Broadband Networks
Frame Relay
Multi-Protocol Label Switching (MPLS)
OC-1, OC-3, OC-12, OC-n
Satellite Service
Switched Multimegabit Data Service
Telephone dial-up
Wireless services (e.g., microwave)
Mobile Hot Spots for distribution to students and/or library patrons (new Summer of 2024 and HAS SPECIAL RULES BEWARE)

Category 2 (internal connections (equipment))

- Eligible items: Internal connections needed for broadband connectivity within schools and libraries. Support is limited to the internal connections necessary to bring broadband into, and provide it throughout, schools and libraries for educational purposes only.

Access points used in a local area network (LAN) or wireless local area network (WLAN) environment (such as wireless access points)
Antennas, cabling, connectors, and related components used for internal broadband connections
Caching
Firewall services and components separate from basic firewall protection provided as a standard component of a vendor’s Internet access service.
Switches
Routers
Racks
Uninterruptible Power Supply (UPS)/Battery Backup
Wireless controller systems
Software supporting the components on this list used to distribute high-speed broadband throughout school buildings and libraries

Information on filing for Wifi Hotspots

Webinar PDF here → Wi-Fi Hotspot Eligibility Webinar.pdf
Joshs notes here: Joshs notes on USF USAC Erate 2024 Hotspot Webinar.pdf
Its a thing. Theres some reporting requirements outlined in my notes and the webinar PDF. You cant warehouse hotspots. You must discontinue service on a hotspot if its unused for more then 30 days etc..
My notes (and the webinar PDF) go over the budget. Its a Category 1 service. 20 hotspots per 100 students. 15/mo for service and 90/device cost cap. You cant spend more then 45% of the budget every year. The school is responsible for 100% of any costs over the caps.
You must publicly post an Acceptable Use Policy which includes for ed use only. There is NO guidance on whether it can be posted only online or if you have to have it on a wall/physically too. Probably a good idea to hand it out with each device also. YOU DO NOT NEED TO COLLECT SIGNED FORMS. But (see my notes and webinar pdf) you need to record reporting info on date lent, date received, full name etc..

Information on filing for Category 1 fiber: Managed lit fiber, Leased dark fiber/Leased IRU, Self Provisioned Networks

If you are filing for leased dark fiber or fiber IRU you must also file for leased lit managed fiber
You must file for fiber maintenance on leased lit (or self provisioned) separately on the 470 also. If you don't your funding will be rejected.
Here is a pretty comprehensive guidance. You must be aware of many facts before filing (for the RFP, 470 and bid selection and even service provider responses).
4-4-Fiber-Eligibility-2021.pdf

Information on filing for Cloud Licensing (for instance Aruba Wireless access points, Meraki, or any device requiring a license to operate)

Technically these types of licenses could be both Internal connections (Right to use) and BMIC Basic Maintenance of Internal Connections (because they supply patches, security patches, and software upgrades).
- FILE FOR BOTH ON THE 470. Let USAC sort it out later on the 471
- If its deemed that your licenses are one or the other... and you DIDNT list it on your 470... you will be denied and it will likely be too late to re-file the 470.
- Advice from Julia Legg jlegg@e-ratecentral.com
  Josh,
  I always request BMIC and MIBS in addition to equipment as some licenses/services may be considered one of these service types by USAC.
  If bidding for just licensing, I would utilize scoring to achieve the goal of ensuring that it is compatible with the equipment. Adding this language is important:
  "Proposals are requested for the makes/models specified in the Pricing Attachment (or equivalent). Offers containing alternative makes/models are required to submit product specifications and documentation to establish that the equipment is equivalent to the requested solution. The applicant will be the arbiter of whether the proposed solution is functionally and technically equivalent to the requested solution."
  While cost must be most heavily weighted….
  Technical merit: Ability of the solution to support requirements of this solicitation would be right up there under the points for cost.
  Prior experience with the manufacturer, as well.
  You could require bidders not bidding a “compatible” solution bid the hardware, as well. This would show the resulting cost-savings that going with the manufacturer’s license that is compatible with the current solution would offer. I would include it on the 470 in case you do end up desiring to purchase it, then you’re covered. Adding language that says this will ensure that you do not need to purchase the equipment, but you get the pricing for the comparison.
  This would be critical wording to get pricing for alternate equipment while not having to buy it.
  (more critical wording below)
  "The quantities requested are the applicant’s best estimate and may be adjusted based on the offeror’s recommendations. The applicant reserves the right to increase or reduce quantities and buy some, all, or none of the listed equipment."
  ========================== Further statements and advice ==========================
  Josh Hiner <josh@remc1.org>
  Jan 29, 2025, 4:21 PM (19 hours ago)
  to erate, Joseph
  OK so for a cloud connected wireless access point (such as Aruba or Meraki) again where the devices will not function at all without a license in the (aruba or meraki) cloud controller... Would the service type "internal connection" be -> Wireless access points and Necessary software/license or Wireless controller and necessary software/license)? The applicant would enter the licensing into the controller... but the licensing would be for the access points and would "enable them to function" where, without the license, they would not function.
  My gut feeling says just list both on the 470 (while also checking the "create accompanying BMIC" box) and let USAC sort it out during the 471 review so bases are covered on the 470.
  Of course also following your previous advice on MIBS... and even applying for wireless access points themselves for comparative pricing for non aruba/meraki responses.
  Thanks! -Josh
  <and the response>
  
  Julia Legg
  Jan 29, 2025, 4:43 PM (19 hours ago)
  to me, erate, Joe
  Josh,
  
  I agree with your gut. Put them all on, then the manufacturers typically show what percentage is eligible and under what category, which I then use for the 471.
  
  I also typically have a template for the pricing I use that asks them to qualify the category and E-Rate eligibility so I don’t have to guess or sift through dozens of slick boilerplate pages. I typically make it a requirement, but add language that allows me to waive minor informalities if they give pricing in a different format, I can go back and ask for the workbook with it the way I need it to be laid out. 😉
  
  Hope that also is helpful!
  Julia
- e-rate-eligible-services-bmic-mibs-wifi licensing.pdf
- The BMIC/MIBS/Internal Connection WIFI licensing discussion starts on page 15
- Statements and questions to address from the PDF above pasted below in the code block...
  "Some licenses or service subscriptions may have mixed BMIC & Internal Connections (IC) functionality.
  Question to ask: Is the “Prepaid Multi Year” license or subscription:
  a) A right-to-use license and therefore an internal connections item?, or/and
  b) Software upgrades and patches including bug fixes and security patches and therefore the SKU is basic maintenance of internal connections?
  Tip: If it contains features of both types you should work with the vendor to determine if a separate identifiable price exists for the different aspects."
  If there is any question list the IC service on your 470 and CHECK THE BMIC BOX. Heck... do it anyways. Doesn't hurt and only covers your back.
- Here, again, file for as much as you can on the 470 so you are covered. File for BMIC and IC (and julia also says MIBS if super unsure). Follow her RFP advice above also because you cant specify vendor without saying "or equivalent" so you might even end up filing for/asking for wireless access points too (but properly... so you dont have to actually buy them if the cost of a whole new system is more then only the licensing heh). Follow the advice above basically.

Applying To E-Rate Steps - Required Items

USF Application process (on the USAC website)

https://www.usac.org/e-rate/applicant-process/
All applicants MUST FOLLOW THIS PROCESS TO THE "T" or lose funding and be responsible for the full amount (at best) or be investigated and litigation (at worst).

USAC Yearly BASIC process list (short list!! There are many regulations/rules for the 470 and 471 that must be followed)

Request bids for service (File a 470) - Window usually opens beginning to mid september but USAC will post a notice on its website every year (Plus our wonderful state e-rate coordinator sends email notices as well).
For the 470 you must also post an RFP. See below for when an RFP is required. Furthermore there are requirements to seek bids for Managed Lit fiber if you are seeking bids for Dark Fiber. You also must seek bids for Maintenance if you are seeking bids for Dark Fiber. Each Funding item must be line itemed on the 470. You cant just select one item you must have a line item for dark fiber, a line item for managed lit, and a line item for Maintenance (see the PDF below and also see the competitive bidding requirements BEFORE COMPLETING THE RFPS AND 470!!)
470 Category One Services Drop-Down Menu Reference Table FCC-Form-470-C1-Dropdown-Table.pdf
Apply for funding (File a 471) YOU MUST ALSO FILE A 471 FOR EACH FUNDING YEAR TO CONTINUE TO RECEIVE DISCOUNTS FOR YEARLY/MONTHLY SERVICE IN THAT FUNDING YEAR. EVERY YEAR FILE A 471 FOR SERVICE.
1. Leased dark fiber and self provisioned newtorks requirements: https://www.usac.org/e-rate/applicant-process/competitive-bidding/requirements-for-leased-dark-fiber-self-provisioned-networks/
2. Competitive Bidding: https://www.usac.org/e-rate/applicant-process/competitive-bidding/
File the 471 selecting services. If your 471 has a mistake you may file a RAL to correct certain items such as buildings/locations obtaining service etc. If you have received your FCDL then you must instead file a form 500.
1. You must file a form 471 EVERY YEAR FOR RECURRING SERVICES!!!!
Wait for the Funding Commitment Decision Letter (FCDL) sometime March to July. Keep an eye out for PIA review items and respond within the timeframe!!! Usually 5 days or file for a response extension.
Start receiving services (File a 486) after July 1.
1. The 486 deadline (receipt of services deadline) is no later than 120 days after the Service Start Date or 120 days after the date of the FCDL (Funding Commitment Decision Letter), whichever is later.
Pay for Services and: Invoice USAC and File a BEAR form 472 (Billed Entity Applicant Reimbursement) form. Form filed by applicants seeking reimbursements for bills paid in full, now due a discount.
1. Many vendors will do service provider invoicing billing bill the BEN directly for the un-discounted portion and then billing USAC directly for the discounted portion. This is the best method and something the district must ask the vendor during vendor selection (but this is NOT grounds for vendor bid rejection alone. I believe it can be a selection criteria though)
If Service costs or requirements change during a contract period you can file a form 500: The Adjustment of Funding Commitment and Modification to Receipt of Services Confirmation form filed by applicants for changes to or cancellation of a funding commitment request.

Vendor Forms

Form 473: The Service Provider Annual Certification form required to be filed annually by participating providers.
Form 474: The Service Provider Invoice Form used to invoice the SLD for the discounted cost of E-rate services delivered and not paid for in full by the applicant.
Form 498: The Service Provider Information Form must be filed to apply for a Service Provider Identification Number.

Evaluating 470 responses and Selecting a Service

Many details and more are here. This is a summary. http://usac.org/sl/applicants/step02/default.aspx
If you received one bid, and that bid is cost-effective, you should memorialize that fact with a memo or email for your records (Gdocs USF Fund Year XXXX folder for instance).
If you did not receive any bids: you can solicit bids. If you currently receive service from a service provider, you can ask your current provider to submit information in response to your FCC Form 470.
You decide what factors you want to consider in your evaluation and how important each factor is to you. You can use as few or as many evaluation factors as you like, and you can assign percentages or points to the factors you use to reflect their relative importance. However, you must include the price of the eligible products and services as a factor and that factor must be weighted more heavily than any other single factor.
You can score each benefit of a service but Price must be considered as the highest score weight. You can have price as 15, Vendor reputation as 10, Understanding of needs as 10, etc.. etc.. but price just must be the highest point value and documented.
You can receive services:
- Under tariff or on a month-to-month basis. Services such as basic telephone service or Internet access may not require a contract. However, you must post an FCC Form 470 and open a competitive bidding process for these services each year.
- Under a contract. Tariffed or month-to-month services provided under a contract are considered to be contracted services. Eligible products and the upkeep of eligible products are generally provided under a contract. If you post an FCC Form 470 and sign a multi-year contract resulting from that posting, you do not have to post an FCC Form 470 or open a competitive bidding process again for the life of that contract.

Important USF Letters you will receive

Form 470 Receipt Notification Letter ("RNL"): Sent to applicants informing them of the date their 470 was posted to the SLD Web site for bidding.
RAL: The Receipt Acknowledgement Letter sent to applicants and vendors after the applicant or SLD has entered the information from a Form 471 into its systems.
FCDL: The Funding Commitment Decisions Letter informing the applicant of the level of discount that has been awarded on each funding request. This letter is sent to the applicants and vendors

Important Deadlines throughout the filing process

The deadline for receiving services you filed for (recurring and non-recurring) is outlined above in the heading: Eligible Services Deadlines for delivery
Tool for calculating deadlines for each form: http://usac.org/sl/tools/deadlines/default.aspx
The 486 deadline (receipt of services deadline) is no later than 120 days after the Service Start Date or 120 days after the date of the FCDL (Funding Commitment Decision Letter), whichever is later. Filing late can result in a reduction in funding; the later the filing date, the greater the reduction. YOU HAVE TO FILE A 486 FOR EACH FRN TO RELEASE THE FUNDS. CAT 2/EQUIPMENT ETC.. ANYTHING NOT JUST INTERNET. Look at the top of the page for the FRN search tool etc. You can search by BEN to see what FRN's a school has to advise them on what they need to file a 486 on
471 deadlines seem to change every year. In 2017 it was 5/11. In 2016 it was 7/27 etc.
470 is the same way. Changes year to year and has been anywhere between Jan 1 and and April. 470 window usually opens beginning to mid September but USAC will post the start date yearly on its website in early fall.

Operating as a Consortium

Current Consortiums (as of 2022/2023 funding year): CCISD (Houghton Schools is the lead because the CCISD is a SPIN/Vendor and cant be), GOISD (goisd is the lead), MARESA (MARESA is the lead), DIISD (DIISD is the lead). Believe MCISD is a consortium with MCISD being the lead.
CCISD consortium specifics: All schools are a member except for CIA, Baraga, Elm River, Arvon and Grant (as well as Sacred Heart) as of 1/2023.
Moving forward all ISDs are forming consortiums for their WAN and internet contracts. DSISD to follow in the future.
The consortium lead collects LOA, and 479's from EVERY CONSORTIUM MEMBER and the consortium lead files the 486 and 479's on the same normal schedule explained above.
The bill for the unreimbursed portion goes to only the consortium lead. The consortium lead pays the bill to the CCISD/REMC1 and the consortium lead itself collects the funds from each consortium member. The CCISD/REMC1 plays no part in that piece.

Eligible Site Types BEN/School/Library- NIF - Annex

We know schools and libraries are eligible.
What about buildings that are separate from the schools property?
How a school is setup in CEPI/EEM will also drive how its added to USF or if it is eligible for a BEN
You can search CEPI by school ID or zip code to find more information on how its listed https://cepi.state.mi.us/eem/entitysearchquick.aspx

BEN (Billed Entity Number)

Info on BEN's here https://www.usac.org/e-rate/applicant-process/before-you-begin/entity-numbers/
To be a BEN: In CEPI/EEM it must (be listed and have an entity ID) it must also have a school ID OR be a NIF (I guess somehow NIF's can be a BEN idk but ignore that for now)
Schools: full/part time students, eligibility numbers for National School Lunch Program (NSLP) and Community Eligibility Program (CEP), State School Code and State LEA code
Fact Check but believe GOISD does this: ESA's that dont provide education directly can use the sum total of all their constituent students and average discount rate between all their LEA's

NIF - Non-Instructional Facility

A School owned or leased building or location that houses school administrative, business or service staff where NO education occurs can be added to a districts EPC profile and receive discounted service the same as school buildings.
The GOISD has a GCC location with two classrooms and and office room. They teach eligible secondary ed classes to eligible FTE/Students five days a week for two or three hours a day (It doesnt matter if the students are already counted in their home districts for USF. ESA's can count them as full time or part time). They would be considered an annex. Unfortunately in CEPI/EEM this location has its own entity ID but no school ID (you need a school ID to be a BEN so this location cant be a BEN). Furthermore since they have their own entity ID and do not operate under the GOISD's entity ID nor the GOISD CTE entity ID they cannot be an annex. Finally... right in their EEM definition they name the location as a non-instructional facility (years ago it used to be but certainly not now with teaching going on). As of 2023 the GOISD is forced to report that site as a NIF. GOISD is looking into fixing this listing in the EEM over time if possible.

Annex

A School owned or leased building or location that houses areas where teachers provide instruction to any eligible student (of that districts school or any other eligible school in the case of an ESA/Educational Services Agency (an ISD in Michigan)
An annex must operate under the school ID of its parent school. If it doesnt then its not an annex.
An example of an annex is the CCISD's CTP program building above the auto parts store in Houghton.
Another example of what SHOULD be an annex is the GCC office and classroom locations at the Ironwood GCC location. (read the NIF section above for more details). It doesnt matter if the leased space is located in a college.

Changing a previous filing (delivery dates, service substitutions, extensions)

If you want to change 471 services such as cancelling an FRN etc and you have NOT received a FCDL then you file a RAL in epc
If you DID receive a FCDL then you file a form 500
Form 500 instructions: FCC-Form-500-instructions.pdf
There are conditions where extensions are automatically made without the need to file a form 500. Those are gone over the in the PDF above.
If you are simply reporting start of service or changing the service start date on a FCDL then you file another 486 and/or follow other instructions. The service start date cannot be before July 1 of the current funding year. You cannot file for a new service start date until you have received your Form 486 Notification Letter from USAC as you must reference that letter on the Form 500. See page 5 Block B item 6 on the Form 500 instructions PDF above.
File a form 500 to file for an extension regarding non-recurring services installation (if installation will happen after the deadline or if installation will take longer then the deadline) There are guidelines and limitations to this. See page 5 item 8 in section B of the fcc form 500 instructions above.
To adjust contract dates on a 471
For moving equipment within a 3y freeze on moving equipment if a building is eliminated
For service substitutions (for instance replacing a 48 port module with a 58 port module)
Cancel an FRN (funding request number)
Reduce an FRN
You can file one form 500 with multiple different unrelated changes or do one Form 500 for each FRN
You will get an applicant and service provider version of an acknowledgement letter in EPC when they process the Form 500

Prerequisites

Must have filed a 486, received your Form 486 Notification Letter from USAC and finally received a FCDL (Funding commitment decision letter) on the FRN or they will disregard/throw out your form 500.
For non recurring services you must submit the form 500 before Sept 30th of the following funding year (this is the normal deadline for receiving non recurring services, the 15 month window)

Important E-Rate/USF Numbers

Entity Number often called BEN (billed entity number: A number assigned to each entity applicant used to track applications for that applicant at SLD. Often called the billed entity number.
Form 470 Number: A 15-digit number (formerly the Universal Service Control Number) assigned to all Form 470 applications filed with the SLD.
Form 471 Number: Assigned to each Form 471 filed after data entry and used to track the 471 at SLD; can be up to ten digits.
FRN: A Funding Request Number is assigned to each item in Block 5 of the Form 471 and is described in the Funding Commitment Decisions Letter.
SPIN: A unique nine-digit number given to service providers after submitting Form 473 and needed by applicants for completion of the Form 471.
Applicant-Created Identifier: A unique number assigned by the applicant on SLD forms.

Look up District RFP's at USAC to see what was posted

FCC Form 470 Lookup tool (RFP's will be posted here). Set your date range to be within the 470 posting date range and select the current Funding year, state, applicant type (probably school district), Service type Any, then zip code to narrow things down. https://data.usac.org/publicreports/Forms/Form470Rfp/Index
Link found here on the USAC tools page under FCC Form 470 tools https://www.usac.org/sl/tools/default.aspx

Rural Health Care Program - Also administered by USAC

Information here: https://www.usac.org/rural-health-care/service-providers/
As of 2024 REMC1 does not participate but could if the WUPHD sees value and/or we feel servicing health care offices as a value outweighing any liability.

Glossary of Terms

CSB - Customer Services Bureau. E-rate folks may request a CSB ticket which means you submit a ticket in the Erate Productivity Center (EPC) regarding they item in question. For instance... if your 471 has sat for months with no response or review the Erate coordinator may request a CSB ticket be initiated by the district(s) and then request the ticket number.
Detailed Glossary of Terms: SL-Glossary-of-Terms.pdf
Summary: EPC-Erate-Glossary-of-Terms.pdf

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