Head Start ERate Help Desk

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E-Rate and Head Start

• E-Rate Series Webinar 5
• Form 471 Service Provider Selection

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E-Rate Series Webinar 5Form 471 Service
Provider Selection

• Presenters

Bridget Shea
Bill Welch
Kenny Acklin
OHS Head Start E-Rate Help Desk Head Start
Knowledge and Information Services 866-878-6032
erate_at_headstartinfo.org Washington DC
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E-Rate Series

• Webinar 1 Applying for E-Rate
• Webinar 2 Writing a Technology Plan
• Webinar 3 Interpreting the Eligible Services
  List the Assessment
• Webinar 4 Understanding the Competitive Bidding
  Process
• Webinar 5 Selecting Service Providers

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Polling Question
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Agenda

• Review
• Selection Criteria
• Complete Form 471
• Receipt Acknowledgement Letter
• Interview Answers (Brent Schultz)

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Documenting the Process

• All documentation on the competitive bidding
  process and vendor selection must be kept for
  five years.
• You MUST certify and acknowledge on the Form 470
  and Form 471 (Services Ordered and Certification
  Form) that you may be audited and must retain all
  records to verify the accuracy of information
  provided.

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Selecting Service Provider

• Price Primary Factor
• Weight 28 days after filing 470 or RFP, whichever
  is later prior to selecting a service provider.
• Give adequate time for on-site walk through if
  required.

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Form 471
FORM 471

• Two Options
• File a paper copy. Download the form at
• http//www.universalservice.org/sl/tools/required-
  forms.aspx
• File On-Line at
• http//www.sl.universalservice.org/menu.asp

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Form 471
FORM 471

• PAPER FORM REVIEW
• ON-LINE FORM

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Questions / Discussion

• Form 471 Data Entry
• Block 1 Contact Information
• Block 2 Survey Information
• Block 3 (Libraries)
• Block 4 Discount Worksheets
• Block 5 Funding Requests
• Block 6 Certifications

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Receipt Acknowledgement Letter (RAL)
RAL

• Acknowledgement - Form 471 has been completed
  provides important deadlines and reminders
• Opportunity to identify errors make
  corrections. Corrections can be made on your copy
  of Form 471 RAL and mailed back to USAC.

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Guest Presenter

• Brent Schultz
• Opportunities, Inc.

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Questions / Discussion

• Review
• Completing Form 471
• Receipt Acknowledgment Letter

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More Training

•  Monthly Update today after this webinar USAC
  website.
• Fun with Forms and Tech Plans Repeat September
  in October
• Fun with Forms on Friday Form 470/471 and other
  helpful information

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• For Discussion and Reference during our monthly
  update

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IDEAS Feedback?
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Thank You !

• Presenters

Bridget Shea
Bill Welch
Kenny Acklin
OHS Head Start E-Rate Help Desk Head Start
Knowledge and Information Services 866-878-6032
erate_at_headstartinfo.org Washington DC