Filing a Form 470 can feel a lot like planning a big trip – you don’t just pack a bag and hope for the best. First, you need to know where you’re going. Have you assessed your current technology needs? Next comes the budget. Do you have a clear plan for what you can afford? You also need to check the “travel rules.” Are the services you want eligible for E-rate discounts, and do they align with your state and local procurement requirements? Finally, are you ready to handle the logistics, like managing the competitive bidding process once the proposals start rolling in? Asking these questions up front makes the journey smoother and the destination much more rewarding.
Have I assessed the current technology needs?
Before preparing Form 470, take time to review your current network infrastructure. Identify what is working and note anything that is outdated or ‘end of life.’ Be sure to prioritize any needs you may have so that you use your budget wisely. Knowing what to prioritize ensures that you request services that support your organization’s goals.
Do I have a clear budget plan?
Make sure you have a clear budget for your project. Determine how much you can cover beyond the E-rate discount and plan for any unexpected costs. A realistic budget helps you avoid surprises later. If you need to estimate your Category Two budget. Use FFL’s Category Two Budget Calculator!
Are these services eligible for E-rate discounts?
Not all services qualify for E-rate discounts. Check that the services you’re requesting are eligible and fall under the correct category. This helps prevent delays or compliance issues down the road. If you are unsure if a service, or device is eligible, refer the Eligible Services List, which can be found on the USAC’s website.
Have I reviewed my state and local procurement rules?
Each state and local area may have rules about procurement. Make sure you understand these rules before posting your Form 470. Following them carefully keeps the process smooth and compliant.
Am I ready and prepared to manage the competitive bidding process?
Be ready to handle bids once they come in. Set clear criteria for evaluating proposals (with price of eligible services being the highest weighted factor), document your decisions, and communicate fairly with vendors. A solid process makes it easier to select the best option for your needs and keep your organization compliant with E-rate rules.
Ultimately, filing a Form 470 is like planning a well-prepared trip. The more you organize ahead of time, the smoother the journey. By assessing your technology needs, setting a clear budget, confirming service eligibility, and understanding procurement requirements, you position yourself to navigate the competitive bidding process efficiently. Proper preparation helps ensure that you reach your destination successfully and secure the funding your organization needs.
