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SLD Program Review

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Libraries operating as for-profit businesses shall not be eligible for discounts. ... If you want to request discounts on a service of questionable eligibility, ... – PowerPoint PPT presentation

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Title: SLD Program Review


1
SLD Program Review

Train-the-Trainer Workshop September 17-18,
2001 Schools Libraries Division, USAC
2
SLD Program Overview
  • From Technology Planning to Payment or
    Reimbursement for Discounted Services
  • See Process Chart

3
(No Transcript)
4
SLD Program Overview
  • Discounts available on three types of services
  • Telecommunications Services
  • Internet Access
  • Internal Connections

5
SLD Program Overview
  • Why These Services?
  • Purpose of fund is affordable access to advanced
    telecommunications services by schools and
    libraries down to the classroom level
  • Focus of program is on infrastructure and
    transport, NOT content and end-user equipment

6
SLD Program Overview
  • Eligible Schools Libraries apply for discounts
    through the Schools and Libraries Division (SLD)
    of the Universal Service Administrative Company
    (USAC) which also administers
  • Rural Health Care Program
  • High Cost Program
  • Low Income Program

7
SLD Program Overview
  • Apply each year to request funds
  • Funding level capped annually at 2.25 Billion
  • Application process significantly in advance of
    discounts or reimbursements
  • Rules of Priority
  • Priority 1 Telecommunications Services and
    Internet Access
  • Priority 2 Internal Connections

8
SLD Program Overview
  • FUNDING PRIORITIES
  • Established by the FCC in June 1998 for use when
    demand for E-rate discounts exceeds available
    funding
  • PRIORITY ONE Telecommunications Services and
    Internet Access
  • All approved funding requests will be funded at
    all discount levels if funds are available
  • PRIORITY TWO Internal Connections
  • Funds go first to neediest applicants (90
    discount level), then to others in order of
    discount until funds are exhausted

9
SLD Program Overview
  • Program Eligibility Issues
  • Eligible Entities
  • Eligible Purpose (Educational)
  • Eligible Services

10
SLD Program OverviewEligible Entities
  • Eligible Entities--Schools
  • Schools must meet the statutory definition of an
    elementary or secondary school found in the
    Elementary and Secondary Education Act of 1965
  • Must not operate as a for-profit business
  • Must not have an endowment exceeding 50 million

11
SLD Program OverviewEligible Entities
  • Eligible Entities--Schools
  • Statutory Definitions in ESEA
  • The term elementary school means a nonprofit
    institutional day or residential school,
    including a public elementary charter school,
    that provides elementary education, as determined
    under state law.
  • The term secondary school means a nonprofit
    institutional day or residential school,
    including a public secondary charter school, that
    provides secondary education, as determined under
    state law, except that such term does not include
    any education beyond grade 12.
  • Note that under some state laws, Pre-K, Adult Ed,
    and/or Juvenile Justice schools may be included.

12
SLD Program OverviewEligible Entities
  • Eligible Entities--Libraries
  • Must meet the statutory definition of library or
    library consortium found in the Library Services
    and Technology Act and must be eligible for
    assistance from a state library administrative
    agency under that Act.
  • A librarys eligibility for universal service
    funding also depends on its funding as an
    independent entity.
  • Only libraries whose budgets are completely
    separate from any schools (including, but not
    limited to, elementary and secondary schools,
    colleges, and universities) shall be eligible to
    receive discounted services from the universal
    service support mechanism.
  • Libraries operating as for-profit businesses
    shall not be eligible for discounts.

13
SLD Program OverviewEligible Entities
  • Library. A library includes
  • a public library
  • a public elementary school or secondary school
    library
  • an academic library
  • a research library, which for the purposes of
    this definition means a library that
  • Makes publicly available library services and
    materials suitable for scholarly research and not
    otherwise available to the public and
  • Is not an integral part of an institution of
    higher education and
  • a private library, but only if the state in which
    such private library is located determines that
    the library should be considered a library for
    the purposes of this definition.

14
SLD Program OverviewEligible Entities
  • Library consortium. A library consortium is
    any local, statewide, regional, or interstate
    cooperative association of libraries that
    provides for the systematic and effective
    coordination of the resources of schools, public,
    academic, and special libraries and information
    centers, for improving services to the clientele
    of such libraries.

15
SLD Program OverviewEligible Entities
  • Consortium
  • Of Eligible Schools and/or Libraries
  • Of Eligible and Ineligible Entities
  • Ineligible Entities would pay the lower
    pre-discount prices
  • Only Eligible Schools and Libraries would receive
    the added benefit of universal service discount
    mechanisms

16
SLD Program OverviewEligible Purpose
  • Educational purpose is defined as
  • The primary purpose of the services for which
    support is sought must be the delivery of
    services into classrooms or other places of
    instruction at schools and libraries that meet
    the statutory definition of an eligible
    institution. Support for the administrative
    functions of a library or education program is
    permitted so long as the services are part of the
    network of shared services for learning.
    Universal service support will be limited to
    services delivered to the onsite educational
    facility or facilities. Services at a personal
    residence or at locations that do not host places
    of instruction or are not accessible to library
    patrons, with the exception of a centralized
    district office or similar facility, are not
    eligible for support.

17
SLD Program OverviewEligible Services
  • No end user equipment (phones, fax machines)
  • Telecommunications Services
  • Basic Telecommunications Services (local long
    distance voice services)
  • Advanced Telecommunications Services (T-1, ATM,
    Frame Relay, etc.)
  • See eligible services presentation and list for
    more detail

18
SLD Program OverviewEligible Services
  • Internet Access Services
  • Special Rules regarding Internet Content
  • Generally no content supported
  • Bundled must show that approach is most
    cost-effective
  • See eligible services presentation and list for
    more detail

19
SLD Program OverviewEligible Services
  • Internal Connections
  • Wiring
  • Routers
  • Switches
  • Hubs
  • Network servers
  • System software
  • Wireless LANs
  • Private branch exchange (PBX)
  • See eligible services presentation and list for
    more detail

20
SLD Program OverviewEligible Services
  • Eligible Services List provides detail about
    specific services
  • Updated periodically
  • List is available on web site
  • If service is NOT on list
  • Assume it is not eligible
  • When in doubt, break it out! If you want to
    request discounts on a service of questionable
    eligibility, include it as a SEPARATE Funding
    Request

21
SLD Program Overview Establishing Discount
  • National School Lunch Program Eligibility
  • Information needed for each school
  • Usually available at school district level OR
    from state
  • Libraries use data from local school district(s)
    in which they are located

22
SLD Program Overview Establishing Discount
  • Officially sanctioned measures exist for
    alternative methods of determining poverty
    levels.
  • Temporary Assistance for Needy Families (TANF)
  • Need-based tuition assistance programs that rely
    on family income data comparable to NSLP
  • Medicaid
  • Food stamps
  • Supplementary Security Income
  • Federal public housing assistance (Section 8)
  • Low Income Home Energy Assistance Program

23
SLD Program Overview Establishing Discount
of Students Eligible for Natl School Lunch
Program
Discounts
24
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
25
SLD Program OverviewTechnology Plan
  • Five SLD technology plan criteria
  • Goals and Objectives
  • Professional Development
  • Needs Assessment
  • Budget
  • Evaluation
  • Vendors cannot write or approve technology plans
  • No Tech plan required for basic telephone
    services
  • Tech plans approved for no more than 3 years

26
SLD Program OverviewTechnology Plan
  • Tech Plan Approvers Certified by SLD
  • State Education and Library Agencies
  • Some nonpublic school associations
  • Agree to evaluate Tech Plans for relevant
    criteria
  • Agree to limit length of tech plans to three
    years
  • Call Client Service Bureau for assistance in
    locating certified approver

27
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
28
SLD Program OverviewForm 470
  • See Form 470 Step-by-Step Description of
    Services Requested and Certification
    presentation for details on filling out the form
    (Notebook Tab 2)

29
SLD Program OverviewForm 470
  • File Form 470 to begin the required competitive
    bidding process
  • Requests for tariffed or month-to-month services
    and requests for new contractual services must be
    posted on the SLD web site for a period of at
    least 28 days before you can select a vendor,
    before you can enter into a contract or
    agreement, and before you can sign and postmark
    the Form 471 (after the opening of the
    application window)
  • File Form 470 for tariffed and/or month-to-month
    services each year
  • File Form 470 just once for each multi-year
    contract

30
SLD Program OverviewForm 470
  • Description of Needs (Wish List)
  • File online or on paper

31
470 Online Demonstration
32
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
33
SLD Program Overview470 Receipt Notification
Letter
  • Confirms receipt of Form 470
  • Provides Form 470 Application Number assigned by
    the SLD
  • Provides the date the Form 470 was posted to the
    web site
  • Provides Allowable Vendor Selection/Contract Date
    (28-days after 470 is posted)
  • Provides receipt status of Block 5 certification
    page

34
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
35
WAIT 28 DAYS!!!!!
36
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
37
SLD Program OverviewForm 471
  • See Form 471 Step-by-Step Description of
    Services Ordered and Certification presentation
    for details on filling out the form (Notebook Tab
    3)

38
SLD Program OverviewForm 471
  • Timely, Predictable Application Window For Form
    471
  • Window opens in early November and closes in
    mid-January (actual dates posted annually on web
    site)
  • Application window applies only to Form 471.
    Form 470, if required, can be filed at any time
    as long as it meets posting requirements. (See
    Slide 29)
  • Forms 471 postmarked within the application
    window will be treated as though simultaneously
    received

39
SLD Program OverviewForm 471
  • FILE ONLINE to speed processing and receipt of
    your Funding Commitment Decision Letter
  • Features of Online Form 471
  • Mac or PC Platform
  • Netscape or Internet Explorer, v. 4.x or higher
  • Automated calculations for discounts based on
    data entered by client
  • Customized screen based on application type
    school, school district, library (outlet/branch,
    system), consortium

40
SLD Program OverviewForm 471
  • Must have legally binding agreement with service
    provider before filing Form 471
  • The earliest date that a Form 471 can be filed
    will be the date established by the SLD as the
    opening of the Form 471 application window
  • Make sure to list alternate contact information
    in Block 1, Item 6f so that we can reach you to
    continue the processing of your application

41
SLD Program OverviewForm 471
  • For those filing electronically
  • MAKE CERTAIN THAT YOUR FORM 471 APPLICATION
    NUMBER IS INDICATED ON THE CERTIFICATION PAGE AND
    ON THE ITEM 21 ATTACHMENT SO THAT THOSE DOCUMENTS
    CAN BE MATCHED TO YOUR ELECTRONICALLY FILED FORM.

42
SLD Program OverviewForm 471
  • Eligible services purchased at a discount shall
    not be sold, resold, or transferred in
    consideration of money or any other thing of
    value
  • Permissible Fees
  • Eligible entities are not prohibited from
    charging fees for any services that are not
    subject to a universal service discount such as
    computer lab fees, fees to cover the cost of
    training, or consortium membership fees for
    example

43
471 Online Demonstration
44
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
45
SLD Program OverviewProblem Resolution
  • If you filed your Form 471 manually and your Form
    471 has met the Minimum Processing Standards, you
    may receive calls from the Client Service Bureau
    seeking clarification on the information you have
    provided so that your form can be successfully
    data entered

46
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
47
SLD Program Overview471 Receipt Acknowledgment
Letter
  • Confirms receipt and successful data entry of
    your Form 471
  • Letter is sent when required application/materials
    are received
  • Provides Funding Request Number(s), SPINs,
    Service Provider Name, Category of Service,
    Pre-discount amount requested, and discount
    percentage
  • Can be used for data entry corrections (see
    letter for more detail)
  • Can not be used to increase funding or change
    basic contract terms

48
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
49
SLD Program OverviewProgram Integrity Assurance
Review
  • Program Integrity Assurance
  • Checks for rule compliance
  • Eligible Entities
  • Eligible Purpose
  • Eligible Services
  • Appropriate discount

50
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
51
SLD Program OverviewFunding Commitment Decision
Letter
  • Each Form 471 filed can result in one or more
    FCDLs
  • Tells you which FRNs are approved or denied
  • Ineligible services in request can result in
    denial of that funding request (FRN)
  • Synopsis gives you information needed for filing
    Form 486

52
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
53
SLD Program OverviewForm 486
  • Signifies RECEIVED SERVICE, O.K. to PAY THE
    SERVICE PROVIDER
  • Requires approved technology plan before
    submission (other than basic telephone service)
  • Can only be for services delivered and installed
    during the funding year
  • See CIPA Presentation for 486 filing deadlines

54
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
55
SLD Program OverviewForm 486 Notification Letter
  • Confirms Receipt of your Form 486
  • Letter will be sent to Applicants and Service
    Providers and will indicate the service start
    date for discounted services
  • Letter will reflect any service start date
    changes from what you submitted on the Form 486
    that were necessary to comply with program rules

56
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
57
SLD Program OverviewBEAR or SPIF
  • If you are seeking reimbursements, the applicant
    must file Form 472 Billed Entity Applicant
    Reimbursement Form
  • If you are seeking discounts on bills, the
    service provider must file Form 474 Service
    Provider Invoice Form

58
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
59
SLD Program OverviewBEAR Approval Letter
  • Confirms that the BEAR Form has been processed
  • Notifies Service Provider to remit to the Form
    471 Billed Entity the amount shown as Total
    Amount of Reimbursement Approved for Payment no
    later than 10 calendar days after receipt of
    payment from USAC

60
Develop a Technology Plan
After Form 470 is posted, wait at least 28 days
before negotiating a contract or agreement
Program Integrity Assurance review
Receive discounts on bills or reimbursement by
check or credit
Problem Resolution (manual filing)
Form 470 Services Requested
Form 471 Services Ordered
Form 486 Services Confirmed
Applicant
AP 486 Ltr
RNL
RAL
FCDL AP Ltr
(AP copy)
BEAR Approval Ltr
Form 472 BEAR Form
FCDL SP Ltr
SP 486 Ltr
OR
Form 474 SP Invoice Form
Service Provider
Form 498 Apply for SPIN
Form 473 Annual Cert
(if not done previously)
Check filed Forms 470, contact applicants and
respond with bids
Negotiate a contract or agreement
Assist with Program Integrity Assurance review
BEAR or SPIF invoice review (correct errors /
resubmit if needed)
Receive USAC remittance statement and payment
61

62
Where to Go For Help
  • On the Web www.sl.universalservice.org
  • Client Service Bureau 888-203-8100
  • Via e-mail question_at_universalservice.org
  • Via fax 888-276-8736
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