1. 2017 Filing a Form 470 For Voice
Step-by-Step for Creating and Submitting Your 470 Application in Your EPC Portal

2. Procurement Rules
Be sure to check with your CFO and purchasing/procurement specialists regarding your own local purchasing and procurement policies.
Document every step of your process!

3. NC and DIT Procurement Rules
Procurement laws of the state of North Carolina 
-  IT procurement rules

4. Purpose of Form 470
Filed to begin the procurement of eligible services
Filed when contracted service is up on June 30, or for all MTM and Tariffed (including all the ITS C1 Voice and WAN services)
RFP is OPTIONAL
Must be available a minimum of 28 days (this includes the OPTIONAL RFP documentation)

5. When to File
The FCC Form 470 has no specific window, although must be available 28 days
Last date to file a Form 470:
Thursday, April 13, 2017, 11:59pm EST
This will give you EXACTLY 28 days before the window closes on Thursday May 11, 2017, 11:59pm EST

6. Filing FCC Form 470
You must complete and submit the FCC Form 470 by filing the form online in your EPC
You may file more than one FCC Form 470 or you can request all of your C1 services on one application

7. User Roles and Permissions
When users are added to the EPC system, they are given certain permissions regarding creating, editing, and certifying FCC Forms.
The rights are provided on a form type basis.
You may have “full” rights for the FCC Form 470 for your organization, but different “partial” rights on the 471
Full Rights: These users can start, edit, and certify these forms.
Partial Rights: These users can start and edit these forms ; however, they are not able to certify the form. Once they have completed the entering all of the information in the form, it will be automatically routed to all of the full rights users in your organization so that the form can be certified.
View only Rights: These users cannot start or edit a form, but can view the forms created by other users in the organization.
In your LEA, you may be the person to start and complete the new Form 470, but then “send for certification” to your superintendent.

8. Accessing Your EPC Portal

9. portal.usac.org
portal.usac.org

10. Sample Login

11. Creating the Form 470 From the Landing Page, click on “FCC Form 470”.
Note: When you begin the FCC Form 470, the basic information about your Billed Entity will be automatically populated from your profile. If any of the information displayed is incorrect, update the organization’s profile. Once the information has been updated, it will automatically update in the form as well.

12. App Nickname – Be Descriptive
2017

13. Progress Bar – “Breadcrumbs”
2017

14. Contact info
2017

15. Category of Service
2017

16. RFP?
2017
Although you may certainly file a Request for Proposal, RFP, it is not mandatory.

17. Add New Service Request
2017

18. Voice
2017

19. Service Details
2017
Total number of buildings
Total number of lines

20. Add more services
2017
Add your PRI, cellular, WAN, etc.

21. A word about cellular…
Only the voice portion of the service is eligible
You must make a cost allocation of the data and texting from the voice
Your vendor needs to help you determine the eligible voice from the ineligible data/texting
Voice service, including cellular, is phasing out: this year an 80% district will receive 20% discount
All 60% discount (and below) schools and school districts will no longer receive any voice service support
You must also have a methodology for determining “off campus” usage for the voice
Off campus is not eligible
Please think about the cost/benefit of filing for a small amount of discount for the effort, and keeping your records for 10 years

22. Cellular Voice
2017
Remember, you must cost allocate all Data and Texting charges. And, the voice portion is reduced another 20% points thi syer.

23. Cellular details
2017

24. Sample Narrative #1
LOCAL TELEPHONE SERVICE: Between x and xx POTS lines per school plus 3-6 PRI lines or SIP trunking [or PRI] at Central Office. Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an additional billed entity as per previous Forms 470.
LONG DISTANCE TELEPHONE SERVICE: Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an optional additional billed entity as per previous Forms 470.
CELLULAR: Approximately xxx regular lines with option for a la carte data plans and xxx bus budget lines. Will consider 1 or 2 year contract with up to four additional specific optional renewal years. Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an optional additional billed entity as per previous Forms 470.

25. Sample Narrative #2
LOCAL TELEPHONE SERVICE: Between x and xx POTS lines per school. Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an additional billed entity as per previous Forms 470.
LONG DISTANCE TELEPHONE SERVICE: Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an optional additional billed entity as per previous Forms 470.
CELLULAR: Approximately xxx bus budget lines. Will consider State Contract pricing. Listing North Carolina Office of Information Technology Services as an optional additional billed entity as per previous Forms 470.

26. Narrative

27. Technical Contact
2017

28. Other bidding requirements
2017

29. Sample requirements REQUIREMENTS:
Service Provider Identification Number (SPIN)
Service Provider must comply with local, state, and federal requirements including agreement to fully cooperate with audit and ten year document retention requirements.
Service Provider must have current Service Provider Annual Certification (SPAC) on file with USAC.
Contract start and end dates must coincide with the E-rate Funding Year (July 1 through June 30)
Vendor shall submit current qualifications, service level agreement, and references demonstrating technical ability to install, test and maintain the proposed system and subsystems.
Vendor shall include and clearly indicate all eligible charges including monthly charges, special construction charges, installation, activation, surcharges, taxes (including federal, state and local taxes) or fees.
Vendor shall clearly indicate any ineligible services, costs or fees.
Vendor shall clearly acknowledge that the contract is contingent upon annual E-rate funding approval.
Optional
BID EVALUATION MATRIX
Price of Eligible Services xx %
Ineligible Cost Factors xx%
Prior Experience With Vendor xx%
Personnel Qualifications xx%
Responsiveness xx%
Technical Merit xx%
Add, edit as needed

30. Review FCC Form 470

31. Wait about 30 seconds…
2017

32. Open Draft 470
2017

33. Scroll to review entire page
2017

34. Certification
If you plan to certify, go back to the EPC portal tab, click the checkbox and Continue. If you are not the certifier, but instead your Superintendent is the certifier, please click Send for Certification
2017

35. READ and Check all boxes!

36. Click Certify!

37. Landing Page
2017

38. Other items
At any time during the creation process, you can click Save Changes and leave the page.
To get back to the form, look under Tasks in the top navigation bar.

39. Follow Up You must wait 28 days before making a decision.
Once you have evaluated your vendors, and if ITS is the most cost effective solution, create a “Memo to File” memorializing your decision.
Memo should include the date, 470 number, and rationale for choosing your vendor.