Filing Information

Item 21 Attachments

Detailed Product & Pricing Breakdown

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Narrative Descriptions

Very detailed descriptions are important

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Line Item Detail

Break it all down line by line

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Mail-In Attachments

You need all this when mailing your paperwork

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Documents to Include

You'll need to include ALL of this.

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Explanation of Discounts

Detailed explanation of discount numbers

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Not all buildings qualify

Disclaimer for your NIF Buildings

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Creating a Document Trail

Keeping good records are always a must!

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SchoolDesk & Erate

All eligible products and services under the E-rate program fall into one of four categories: Telecommunications, Internet Access, Internal Connections and Basic Maintenance. Both the Telecommunications and Internet Access categories are considered Priority One services and are fully funded every year.

Since SchoolDesk offers "Web Hosting" services, it qualifies for discounts under the Priority One "Internet Access" category.  Because we are a web hosting company, not all components are fully eligible. However, 91% of SchoolDesk Web Hosting is eligible. 

All web hosting companies have at least a small portion of their products or services that are not eligible for E-Rate funding, so if you are told by anyone that their hosting services are 100% eligible, you need to be alarmed and research their TRUE eligibility further.

You can access the Schools and Libraries web site by clicking HERE

E-Rate History

In 1934, Congress established a policy that "a rapid, efficient, nation-wide, and worldwide wire and radio communication service with adequate facilities at reasonable charges" would be "available, so far as possible, to all the people of the United States." In the Telecommunications Act of 1996, Congress expanded this principle to specifically include an obligation on telecommunications providers to make available discounted services to the nation's schools and libraries. This initiative became known as the E-rate program (or Education Rate) which is currently administered by the Schools and Libraries Division (SLD) of the Universal Service Administrative Company (USAC).

 

We know Erate!

We've built our business around knowing the Erate program inside and out, and are well versed in it's many intricacies and requirements.  In fact, 80% of our entire corporation (commercial and educational) is focused exclusively on the educational market and the full utilization of the USAC Erate program that helps schools pay for our products and services.

We'll help you every step of the way to ensure that your filing is done correctly and that all delays are avoided when submitting for your funding.  Fortunately for our customers, we only invoice them for THEIR portion of the total cost of our services and we invoice the SLD for the remaining portion.  This helps to keep the school local budget as low as possible while making the most efficient us of available Erate funds.

And, since our service is 91% Erate eligible, your can be sure that your total costs as among the lowest in the entire webhosting industry, despite the vast array of features, functions and support services that on SchoolDesk can offer.

Learn more about the Erate program by clicking the USAC logo...

In order to receive E-rate funds, applicants must file three separate forms annually with the SLD in the following sequence:

STEP 1: File a Form 470(Roughly July through November)

The first step in applying for E-rate funds is to submit a Form 470 which describes the services your school or district is interested in purchasing.

If you wish to receive a proposal from SchoolDesk or from other vendors providing similar services, simply check Box 9 (Internet Access) and enter "Web Hosting" along with the total number of users and school sites you wish to cover. Below is an example of what Form 470 Block 2, Box 9 might look like:

After filing a Form 470, you must then wait 28 days before moving on to Step 2. This 28-day waiting period allows vendors to bid on the services you've requested. During this time, you are obligated to consider any and all proposals that you may receive from vendors. Note, however, that even though you may have applied for a certain service, you are not required to follow through with it in Step 2, should you decide not to.

Service providers CANNOT help you at all at this point or you will be in direct violation of SLD policies which may lead to lack of funding, financial penalties, jail time or all of the above...DON'T DO IT!

 

STEP 2: File a Form 471(Roughly November through early-February)

After the 28 days have gone by since submitting your Form 470, you may then sign a contract with the vendor you have chosen. Note: Your contract should contain a contingency clause that nullifies the agreement should E-rate funding not come through for whatever reason. Once a contract has been signed, you must then file a Form 471 which details all of the services you've chosen to implement and names all of the vendors that will be performing the work. If you were to select SchoolDesk for "Web Hosting Service," then starting at Section 21 of your Form 471, things should look similar to this, but only with actual costs and figures:

 

 
After filing your Form 471, you can review it to ensure that all your figures and calculations are correct by looking at Block 5 like the one shown below.  If it's not correct, don't panic, just contact the SLD and they can help you make corrections.

 

In naming vendors on a Form 471, you will need to provide their E-rate Service Provider Identification Number (SPIN). SchoolDesk's SPIN is: 143027090, and the LEGAL NAME is actually Blue Torch Network Solutions, Inc., and NOT just "SchoolDesk".

 

STEP 3: File a Form 486(July and beyond)

Once the SLD has reviewed your Form 471 and funds have been allocated for that program year, you will then receive a Funding Commitment Decision Letter (FCDL) specifying which components of your application have been funded and which have been denied. If your funding request has been approved, you may then begin to implement your services. Once service has begun, you must then file a Form 486 which informs the SLD that disbursement of funds can begin. If SchoolDesk were named on your Form 486, Block 3 would look similar to the one below:

E-rate Eligibility
The following entities are eligible for E-rate discounts: elementary and secondary public schools, non-profit elementary and secondary parochial and private schools (with endowments under $50 million), public libraries, and many private non-profit libraries accessible to the public.

The following matrix shows how schools and libraries can benefit from the E-rate program:
 


INCOME


URBAN LOCATION


RURAL LOCATION
Measured by % of students eligible for the National School Lunch Program
Discount

Discount
If the % of students in a school that qualifies for the National School Lunch Program is... ... and the school is located in an URBAN area, the discount will be... ... and the school is located in a RURAL area, the discount will be...
Less than 1% 20% 25%
1% to 19% 40% 50%
20% to 34% 50% 60%
35% to 49% 60% 70%
50% to 74% 80% 80%
75% to 100% 90% 90%