8' Invoicing Getting the Money Form 472 BEAR Form 474 SPI

1
8. Invoicing - Getting the Money Form 472
BEARForm 474 SPI
2
Receipt of Funds

• One of two ways
• Applicant pays entire bill up-front and gets
  reimbursed
• Form 472, or BEAR filed by Applicant
• Service Provider applies discounts to bills and
  submits to USAC for reimbursement
• Form 474, or SPI filed by Service Provider
• Note Telecommunications that are eligible for
  CTF Services must use SPI process
• You can not file BOTH a BEAR and SPI on the same
  FRN. You must choose

3
Form 472

• Once form is filled out, it must be signed by
• Applicant
• Service Provider
• Form is then mailed to SLD
• SLD reviews the form
• BEAR Notification is sent to both Applicant and
  Service Provider
• From the date Service Provider receives funds
  from USAC, he has 20 days to pay Applicant.

4
Form 474 - SPI

• Used by Service Providers
• Puts discount on the bill
• Applicant pays only their non-discounted portion
• Service provider Forms such as Grid and Data
  Gathering Form
• Every service provider has their own process
• Follow up with Service Provider to ensure receipt
  of funds
• PLEASE return GRIDS to Service Providers PROMPTLY

5
Reminders

• After Posting the Form 470
• WAIT AT LEAST 29 DAYS BEFORE
• Selecting a service provider
• Signing a contract
• Signing and dating the Form 471
• Submitting the Form 471
• MUST OCCUR IN THIS ORDER
• Both Applicant and Service Provider must sign and
  date all contracts.
• Work with Telecom to consolidate their bills
• Hint Form 471 must be filed before end of window

6
Form 471 Dos and DontsFrom SLDs Tip Sheet

• DO verify that services ordered match the
  category requested on the correct Form 470.
• DO file separate Form 471 applications for
  Priority 1 services and Priority 2 services.
• DO read the Eligible Services List and request
  discounts only on eligible services.
• DO complete your Item 21 Attachment and include
  the pre-discount prices of the services.
• DO split out requests of questionable eligibility
  into separate Funding Request Numbers
• (FRNs).
• DO check your math. The Form 471 and the Item 21
  attachment totals should match.
• DO file electronically and DO certify online
  before the close of the window.
• DO keep a record of postmark or electronic
  submission.

7
Reminders

• Print and retain copies of everything
• Keep E-Rate files organized
• Create YOUR OWN timeline of E-Rate deadlines
• opening and closing of the Form 471
• Form 486 deadline based on FCDL
• Be aware of timelines and adhere to them
• Not all dates are set in stone
• Share this information with others at your site

8
Contact Information

• State Library Rushton Brandis, [phone],
  rbrandis_at_Library.ca.gov
• CDE Patrick McMenamin, [phone],
  pmcmenam_at_cde.gov
• CDE Tech Plans Larry Hiuga, [phone],
• lhiuga_at_cde.ca.gov
• K-12 HSN/Butte COE Russ Selken,
  530-532-5678 rselken_at_bcoe.org