Step-by-Step Guide for Filing Form 471 Using ITS for CenturyLink and Frontier Local
2018 Form 471
Step-by-Step for Filing the Form 471
Using ITS as the Billed Entity
Century Link and Frontier Local
1
Your Form 470
2
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Sample Memo to File
MEMORANDUM
To: File
From: School District/Library
Date: 04/08/2017
Subject: Bid Responses for E-Rate Form 470 Application Number 1800xxxxx
___________________________________________________________________
As of today, March 8, 2018, xxx district did not receive any legitimate competitive bids
to the local Centrex and long distance telephone services requested on Form 470
Application Number 1800xxxxx. The district chooses to continue to receive these
services from its incumbent providers AT&T and CenturyLink.
Also, after careful review of recent invoices from our existing providers AT&T and
CenturyLink, the district has concluded that they provide the lowest reasonable price
value that the district can obtain for these services and is therefore cost-effective.
3
Create a Contract Record
•
From your own applicant portal
–
Create the “record” for reference in your 471
–
Be sure to keep your Memo to File for
documentation purposes
4
Where is the contracts module?
•
The Contracts Module is a section within your organization’s
EPC profile.
5
Click on the “Contracts” link in the menu of items across
the center of the organization’s page. Then choose
MANAGE CONTRACTS
6
Manage Contracts
Click on the “Add a New Contract” button
7
Add New Contract
Provide a Nickname for the contract
that will serve as a reminder.
8
Contract nickname & number
CenturyLink (or Frontier) Local 2018-19
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Upload Memo to File as Contract
A number is assigned by the system
Click Yes
9
Upload your “Memo to File” document.
Be sure to add a description: This is the
Memorialization Document to use the NCDIT SMC for
Voice Services
Click on the “Save &
Continue” button to proceed
10
Upload Memo to File as Contract
Yes to both
–
these are contrats
that NC Deptartment of
Information Technology has
negotiated.
Click SAVE & CONTINUE
11
SMC Questions
Yes to both of
–
again, you are using the
pricing that DIT has negotiated on behalf of all
NC entities.
Save and continue.
12
Piggy back questions
13
Find your
470#
Establishing 470 and Bids Received
14
Check the correct
470, Save & Continue
Search out your 470
Account Number & SP search
15
Usually, Acct # is your main phone number
Search for the Century Link SPIN
which is 143001484.
Or, search for the Frontier SPIN
which is 143004771
Contract Date Info
16
Remember, this is the date of your Memo to File
Voluntary Extensions?
17
Pricing Confidentiality
18
Review your work
•
When all fields are correct, choose Complete
–
Remember: You cannot edit or delete any
contracts once you click Complete
19
Log out of your portal…
•
Then log in to the DIT portal w your new DIT
credentials.
•
Remember: You are now in the State of North
Carolina Department of Information
Technology portal
–
You will have Full Rights to the 471 only
–
DO NOT CLICK SAVE & SHARE!
20
portal.usac.org
21
•
Log in with your DIT credentials
–
Remember, you will need an entirely new set of
login credentials as you are now entering the DIT
portal, not your own
DIT Landing Page
22
Please remember, you are now in the North Carolina
Department of Information Technology portal!
•
If you have already created the application
and the AT&T Long Distance FRN
–
Now you may simply add the next FRN for local
•
Log out of your own portal and log in to the
DIT portal
•
You should see your draft application in the
Task section
–
Click on the application to open and continue
Add FRN to your 471!
23
Add FRN
24
FRN Key Info for Local
25
Ignore this Copy FRN button!
Nickname – Century Link
Local or Frontier
Contract
26
Enter your own BEN!
27
Find your
contract
record for the
Century Link
Local or the
Frontier Local
Select the record, continue
28
Contract Expiration Date
29
This contract expires 12/31/2020
Narrative
30
FRN Line Item
31
Click the blue hyperlink…
Add New FRN Line Item
32
Local Phone Service Only
33
Continue…
34
Enter the highest monthly amount
from the past year (Sept or Oct)
35
Be sure to enter zeros
in the “one-time” cost
section
Recipients of Service
36
Search for your district
and once the name
displays, click the “Add
All Dependent Schools
and NIFs.
Add all dependent schools and NIFs
37
If necessary, check entity for removal…
38
Save and continue
39
Review Recipients - Continue
40
Review and Certify
•
Once you have reviewed for any typos, etc
–
Continue to Certification
–
Submit!!!
41
Detailed instructions for completing Form 471 with ITS as the Billed Entity for CenturyLink and Frontier Local services. Includes steps for filing Form 470, evaluating bids, creating a contract record, and managing contracts in EPC profile.
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Presentation Transcript
2018 Form 471 Step-by-Step for Filing the Form 471 Using ITS as the Billed Entity Century Link and Frontier Local 1
Your Form 470 Remember, you must file your own 470 for local, long distance, or cellular service. After 28 days, evaluate any bids, and if the ITS is the most cost effective, type your Memo to File, memorializing your choice. 2
Sample Memo to File MEMORANDUM To: File From: School District/Library Date: 04/08/2017 Subject: Bid Responses for E-Rate Form 470 Application Number 1800xxxxx ___________________________________________________________________ As of today, March 8, 2018, xxx district did not receive any legitimate competitive bids to the local Centrex and long distance telephone services requested on Form 470 Application Number 1800xxxxx. The district chooses to continue to receive these services from its incumbent providers AT&T and CenturyLink. Also, after careful review of recent invoices from our existing providers AT&T and CenturyLink, the district has concluded that they provide the lowest reasonable price value that the district can obtain for these services and is therefore cost-effective. 3
Create a Contract Record From your own applicant portal Create the record for reference in your 471 Be sure to keep your Memo to File for documentation purposes 4
Where is the contracts module? The Contracts Module is a section within your organization s EPC profile. 5
Manage Contracts Click on the Contracts link in the menu of items across the center of the organization s page. Then choose MANAGE CONTRACTS 6
Add New Contract Click on the Add a New Contract button 7
Contract nickname & number Provide a Nickname for the contract that will serve as a reminder. CenturyLink (or Frontier) Local 2018-19 Contract number for Century Link and Frontier Local is: ITS-004457 8
Upload Memo to File as Contract A number is assigned by the system Click Yes 9
Upload Memo to File as Contract Upload your Memo to File document. Be sure to add a description: This is the Memorialization Document to use the NCDIT SMC for Voice Services Click on the Save & Continue button to proceed 10
SMC Questions Yes to both these are contrats that NC Deptartment of Information Technology has negotiated. Click SAVE & CONTINUE 11
Piggy back questions Yes to both of again, you are using the pricing that DIT has negotiated on behalf of all NC entities. Save and continue. 12
Establishing 470 and Bids Received Enter the # bids received Find your 470# 13
Search out your 470 Check the correct 470, Save & Continue 14
Account Number & SP search Usually, Acct # is your main phone number Search for the Century Link SPIN which is 143001484. Or, search for the Frontier SPIN which is 143004771 15
Contract Date Info Remember, this is the date of your Memo to File 16
Review your work When all fields are correct, choose Complete Remember: You cannot edit or delete any contracts once you click Complete 19
Log out of your portal Then log in to the DIT portal w your new DIT credentials. Remember: You are now in the State of North Carolina Department of Information Technology portal You will have Full Rights to the 471 only DO NOT CLICK SAVE & SHARE! 20
portal.usac.org Log in with your DIT credentials Remember, you will need an entirely new set of login credentials as you are now entering the DIT portal, not your own 21
DIT Landing Page Please remember, you are now in the North Carolina Department of Information Technology portal! 22
Add FRN to your 471! If you have already created the application and the AT&T Long Distance FRN Now you may simply add the next FRN for local Log out of your own portal and log in to the DIT portal You should see your draft application in the Task section Click on the application to open and continue 23
Add FRN 24
FRN Key Info for Local Nickname Century Link Local or Frontier Ignore this Copy FRN button! 25
Contract 26
Enter your own BEN! Find your contract record for the Century Link Local or the Frontier Local 27
Contract Expiration Date This contract expires 12/31/2020 29
Narrative 30
FRN Line Item Click the blue hyperlink 31
Continue 34
Enter the highest monthly amount from the past year (Sept or Oct) Be sure to enter zeros in the one-time cost section 35
Recipients of Service Search for your district and once the name displays, click the Add All Dependent Schools and NIFs. 36
Review and Certify Once you have reviewed for any typos, etc Continue to Certification Submit!!! 41
