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Service Provider Selection and the Erate Form 471

The Erate Form 471 is the place where the school finally gets to make the request for services and equipment. As a reminder, the following steps need to be completed before selecting the service provider (s) and submitting Form 471 (s). These include:

  1. Conduct a needs assessment
  2. File the form 470
  3. Be sure to log and score every bid received. 

See our blog for more detailed information.

Make sure the school has an entity number and an updated student count in the E-rate Productivity Center (EPC). Registration in the EPC is required and is a multi-step process. 

After the Form 470 has been posted in the EPC for at least 28 days you can start to closely review your bids and their scores. It’s decision time and hopefully, you have several great service providers to choose from. The selection itself is fairly simple. The highest-scoring bidder wins the contract. The score is based on your own criteria that is used to score every bid received. 

Communicate with the service provider to obtain a contract for signature after the 28-day mandatory waiting period, if needed. The contract will need to be uploaded into the EPC and referenced in the Form 471

That’s a lot of information. Take a deep belly breath, and grab a cup of your favorite warm beverage!

Next week we will provide more information about the Erate Form 471.

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