USAC/Schools and Library Web Site Tour. Web Site Tour – Morning Edition… Navigation on the site...

USAC/Schools and LibraryWeb Site Tour

Web Site Tour – Morning Edition…• Navigation on the site– Instructions– Forms–Reference Area– Tools

Later This Afternoon Funding Commitment and

Advanced Data Searches

http://www.universalservice.org/sl

Breaking News Here

Menu Here

Click on Overview of Process and you get a step by step guide to

filing for e-rate discounts!

Click on Outreach and Training to see copies of prior trainings, to find out how to schedule a HATS visit and to see a collection of the Schools and Libraries Weekly News Briefs.

Click on Schools and Libraries News Briefs to see articles by topic or to look at weekly news briefs. To subscribe to get the news briefs delivered directly to your e-mail box click the subscribe link above.

News Briefs are filed two ways. This is the “By Topic” sort. If you are interested in a specific topic – you just scroll down to that topic and select the latest publication date.

Sorting by date gives you the option of just reading the latest publications. They are published weekly, usually on Friday.

Click to on Apply Online

This is the page you go to in order to file your forms on-line. At this date, only forms 470, 471, 486 and 472 are available on-lie.

Form 470• To apply– Click on either Form 470 Interview or– Create Form 470

• To review a prior year’s application or another district’s application– Click on Search Posted

• If you’re now ready to finish a form started earlier– Click on Continue Incomplete

• If you completed the form and now have your PIN number or would like to print off a certification page to sign and mail in– Click on Certify Complete

After you have selected Search Posted, you see this screen. Select the correct funding year (and fiscal year) for your

search.

Type in search criteria and

then click on next.

Select which application you would like to review then click on Review Selected Application.

This is your 470 form number.This is your district’s assigned form number.You can see the status of your application here.This is the date you posted the form 470.

This is the FIRST DATE you can sign a contract.

You can see if your PIN number or signature was recorded if a certification date is entered here.

Form 471• To apply

– Click on either Form 471 Interview or– Create Form 471

• If you’re now ready to finish a form started earlier– Click on Continue Incomplete

• If you completed the form and now have your PIN number or would like to print off a certification page to sign and mail in– Click on Certify Complete

• If you want to look at a prior application or an application from another school– Click on Display

• If you want to check on the status of your application– Click on Application status

To print out an application put your

471 # here.

In this area, click the radio button by current if your application has

been approved, if funding has not yet

been committed you will have to select

original.

Then click display.

This area shows you application number, status if filed within the

open window, when RAL was sent and date the form was certified.

Click on Display Entire Application to see the

application in its entirety.

To check the status of a form 471, enter your Billed Entity Number

here.

Then click on search.

Select the funding year in question.

Then this page appears. Click on continue to get final results.

You then see this page with your form number and status. Below you will find the definition

of each status.

Form 486• To apply– Click on either Form 486 Interview or– Create Form 486

• If you’re now ready to finish a form started earlier– Click on Continue Incomplete

• To review a prior year’s application or another district’s application– Click on Display

• If you completed the form and now have your PIN number or would like to print off a certification page to sign and mail in– Click on Certify Complete

BEAR – Form 472• To file your BEAR form on-line – Click on BEAR On-line under the utilities bar– Then sign into the login page

•BEN = Billed Entity #•PIN = You may have a separate PIN # for BEAR forms•Then enter your E-Mail address and last name then click on login

To create a new BEAR form click

here.To track existing BEAR forms click

here.

Form starts pre-populated with this information.

Enter the SPIN number and a district assigned form

number.

You need to do ONE BEAR form per service provider,

but if you have multiple FRNs for one provider, you only

need to complete one BEAR form!

Form 471 # can be found

on your FCDL. To

make it a 10 digit number

start the number with four zeros.

FRN can be found on your FCDL. To make

it a 10 digit number start the number with three

zeros.

For reoccurring services enter the

first date of the term you are billing for in

column 12, for internal connections, enter delivery date

in #13.

Gross eligible services go in

this cell. Be sure to take out items ineligible items

and personal phone calls from cell phone bills.

This cell contains your gross eligible services times your discount percent OR your

funding commitment. WHICHEVER IS SMALLER.

Read and affirm your compliance!!!

Add contact information in this area.

Add account numbers or other information that would identify YOUR bills to YOUR service provider – then click on certify and submit.

How to track BEAR forms

Click on Track Form

Add your query information here

Then click on search

Your search results show up here –

Click on invoice ID to get a summary.

Top half of page includes SLD assigned Invoice ID, date created and date last updated.

Shows your submission/certification date here.

Shows service provider’s certification date here.

If the e-certification process does not work, you can click on the printable page here and a form

will be printed that you can then fax to your service provider for signatures.

You can view funding

commitments at this link. Don’t miss afternoon

session for more details.

You can submit a question about any subject by clicking on the

Submit a Question link and

following instructions.

Latest news gives you the full article from the notices posted to the

right.

A generic calendar with deadlines can be found under the

Calendar and Reminders link.

What you find on Required Forms link….

Download forms and instructions from this

link.

Reference Area

Click on letter of alphabet to

search by topic starting

with that letter or scroll

down for printout of

topics.

Search ToolsThis link includes

commitments searches, data retrieval tools,

deadline calculation tools,

posted form searches, SPIN

number searches, BEN

searches, eligible services

database, etc.

Stay tuned this afternoon for a

step by step tour of the Data

Retrieval Tool.

Spin Contact SearchUse this tool to find a service provider’s SPIN number, to see

if they are an eligible telecomm

provider and if they have filed their

annual SPAC form.

Type information in name or SPIN field then click

on next.

SPIN # and Service Provider Name

Their E-Rate

Contact Person

Their address

Their E-Rate

Contact Person’s phone #

If they are an eligible telecommunications provider

they will have a Y in this column.

If they have filed the required Annual

Service Provider SPAC form, the year will be

found here.

Changes and Corrections

Click on links for instructions for changes and corrections.

Suspensions and Debarments

Do NOT do business with anyone you find on this

list!!

How do you report Misuse and Abuse?

Having problems with SLD staff?

Stay Tuned….This afternoon we will show an

example of retrieving funding commitment information and a

example of a data retrieval.