1. 2015 Form 471 Step-by-Step for Filing the Form 471 Using ITS as the Billed Entity ATT Long Distance 1

2. Your Form 470 2 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.

3. Sample Memo to File MEMORANDUM To: File From: School District/Library Date: 04/08/2016 Subject: Bid Responses for E-Rate Form 470 Application Number 1600xxxxx ___________________________________________________________________ As of today, April 8, 2016, xxx district did not receive any legitimate competitive bids to the local Centrex and long distance telephone services requested on Form 470 Application Number 1600xxxxx. 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

4. 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

5. Log in to your own portal Click your district or library system name in the “My Entities” list At the Summary Page, click Contracts 5

6. Manage Contracts 6

7. Contract nickname & number 7 Contract number for AT&T LD is: ITS-004729 AT&T LD, 2016-17

8. No upload! 8 Remember, we just need to create a contract record.

9. SMC questions 9

10. Piggy back questions 10

11. 470 – search your BEN # 11

12. Your 470 and bids received 12 Search for your Form 470 that you posted for voice services. Once you choose the 470, it will display at the top of this page.

13. Account Number & SP search 13 Usually, Acct # is your main phone number Search for the AT&T SPIN which is 143001192

14. Contract Date Info 14 Remember, this is the date of your Memo to File

15. Voluntary Extensions? 15

16. Pricing Confidentiality 16

17. Review your work When all fields are correct, choose Complete – Remember: You cannot edit or delete any contracts once you click Complete 17

18. 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 Always click Save Changes (upper right corner) – DO NOT CLICK SAVE & SHARE! 18

19. portal.usac.org 19 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

20. DIT Landing Page 20 Please remember, you are now in the North Carolina Department of Information Technology portal!

21. Create your 471! 21 Remember, we are creating several FRNs under this one Form 471. We begin w ATT Long Distance

22. Application Nickname 22 Please type the name of your school district or library, along with the services

23. Contact info 23

24. Category 1 24

25. Type your BEN 25 You are the only member on this application!

26. Select your district/library 26

27. Choose Entity Type… 27

28. Save and continue 28

29. Add FRN 29

30. FRN Key Info 30 Ignore this Copy FRN button!

31. Contract 31

32. Enter your own BEN! 32 Find your contract record for the AT&T Long Distance

33. Select the record, continue 33

34. Contract Expiration Date 34 This contract expires 6/30/2018

35. Narrative 35

36. FRN Line Item 36 Click the blue hyperlink…

37. Add New FRN Line Item 37

38. Long Distance Only 38

39. Continue… 39

40. Enter the highest monthly amount from the past year (Sept or Oct) 40 Be sure to enter zeros in the “one-time” cost section

41. Recipients of Service 41 Search for your district and once the name displays, click the “Add All Dependent Schools and NIFs.

42. Add all dependent schools and NIFs 42

43. If necessary, check entity for removal… 43

44. Save and continue 44

45. Review Recipients - Continue 45

46. Add Next FRN You are now ready to add your next FRN for service BellSouth Local Frontier Local Centurylink Local – Two FRNs One to cover July 1, 2016 to December 31, 2016 One to cover January 1, 2017 to June 30, 2017 46