In order to clarify the scope of work involed in the E-rate process, we have created this summary of service we will undertake of your behalf. All service are covered under one competitive flat rate.

• Ensure applicant is informed of the new FCC guidelines and requirements
• Review existing vendor billing and contracts for eligibility based on new FCC guidelines
• Upload/update school district information in the E-rate Productivity Center (EPC) portal as necessary
• Assist with filing the Form 498 and updating as necessary
• Determine eligibility of items being sought by the district
• Provide guidance on CIPA requirements
• Provide guidance and assistance with bid process including the creation of Form 470s, RFPs and mini-bids, as required, obtaining approvals, filing on time, and ensuring certification prior to deadline
• Obtain official National School Lunch Program (NSLP) data and enter in EPC
• Verify that service providers meet E-rate eligibility requirements
• Prepare accurate application Form 471s in EPC; obtain approval, file and obtain applicant certification within the filing window
• Submit Form 471 Receipt Acknowledgment Letter modifications, if necessary
• Prepare Competitive Bidding Matrices and assist with evaluation of bids
• Provide contract guidance, review and compliance
• Provide documentation during Program Integrity Assurance (PIA) reviews
• Monitor review progress and notify the applicant when Funding Commitment Decision Letters (FCDL) are issued
• File appeals, if necessary
• File Form 486 and obtain applicant certification in a timely fashion
• For each funding request, work with service providers to set up Form 474 Service Provider Invoicing (SPI) and periodically verify SPI discounts are being applied correctly OR file Form 472 BEAR forms for reimbursement and verify direct deposit payments
• Monitor Category 2 budgets and provide reports as requested
• Continue above work until all activities for the funding year have been completed
• Retain all documentation for ten years as required by current FCC rules