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8. Invoicing - “Getting the Money” 8. Invoicing - “Getting the Money” Form 472 – BEARForm 472 – BEAR

Form 474 – SPIForm 474 – SPI

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Receipt of FundsReceipt 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

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Form 472Form 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.

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Form 474 - SPIForm 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

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RemindersReminders• 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

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Form 471 Do’s and Don’tsForm 471 Do’s and Don’tsFrom SLD’s Tip SheetFrom SLD’s 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.

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RemindersReminders•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

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Contact InformationContact Information

• State Library: Rushton Brandis, (916) 653-5471, rbrandis@Library.ca.gov

• CDE: Patrick McMenamin, (916) 322-5894, pmcmenam@cde.gov

• CDE: Tech Plans: Larry Hiuga, (916) 327-4629,

lhiuga@cde.ca.gov• K-12 HSN/Butte COE: Russ Selken,

530-532-5678 rselken@bcoe.org