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CRW Consulting P.O. Box 701713 Tulsa, OK 74170-1713 Voice 918.445.0048 Fax 918.445.0049
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| General E-rate Timeline Applications for
Priority One and Two Services
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Time Period
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Activities to be Completed
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| July - August
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Sign contract with CRW Consulting for the upcoming school
year. Fax the signed signature page to CRW at 918.445.0049.
School should be putting together a list of equipment/services
desired for the next school year. This list should include
everything that the school wishes to do, even if they are
not sure if all of the items are eligible for E-rate discounts.
If you are going to apply for hardware or maintenance
services on eligible hardware, your Technology Plan for the
NEXT school year must include a description of any E-rate
equipment or maintenance of such equipment (click
here for more details).
CRW Consulting Files Your Form 472 (BEAR) if you were
a customer from the previous year and did not receive credits
on your bills (we will need the total amount spent with the
service provider).
CRW consulting files your 486 if you have been funded
for the current school year (funding is ongoing, usually through
October).
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| August
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CRW Consulting Prepares and Gathers Info For Your 470
Form
Confirm items to be bid for upcoming year. CRW will send
you a reminder of what you listed on your Form 470 from last
year. Complete the bid list sheet (adding anything new that
you wish to have bid), sign and fax back to CRW at 918.445.0049.
At this point, you must have a written (not yet approved
for the upcoming year) technology plan for the UPCOMING school
year if you are applying for hardware or maintenance on hardware.
Please be sure to identify to us any local bidding rules
(such as bonding requirements, or media notification) that
may apply.
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| September - October
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CRW Consulting Files Your Form 470
In the end, you don't have to purchase everything on the
470, but you do have to allow vendors equal opportunity to
bid, and you HAVE TO BE RESPONSIVE to their inquires for legitimate
information. When we file the Form 470, this starts a 28 day
competitive bidding cycle during which you must allow vendors
the opportunity to bid on your services if they want. If
you have a vendor that you think you might want to use, you
should solicit bids from them after we have filed the 470
form.
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| November
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Bid Evaluation/Contract Awards
Evaluate all of the bids you receive (price must be the most heavily weighted
factor in your evaluation process). You don't have to take
the lowest priced bid, but you should have other reasons to
outweigh price if you don't take the lowest cost bid.
If you receive multiple bids for the same service you
MUST use an evaluation sheet which is available here.
Award the contracts/bids that you want to accept (this
can only be done after your 28-day bid period has closed).
The school board, or the equivalent, should document that
the school has permission to file for E-rate and that the
school has budgeted to pay for its non-discounted share of
services. Send the awarded contracts/bids to CRW Consulting.
You may not receive bids for all of your services (such as
local phone service). If you don't receive a bid for something,
send us an email indicating that "no bids were received."
CRW Consulting will send you a 471 Checklist requesting the
items we need to begin preparing your application (free and
reduced lunch numbers, signed contracts, etc.).
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| November - Late January
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CRW Consulting Files Your Form 471
CRW Consulting will file your 471 application for E-rate
funding for the upcoming school year.
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| February - March
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CRW Consulting Answers SLD Inquires About Your Application
Update your technology plan to reflect the funding requests
that were included on your application. This should include
budget information (how much your share will cost). CRW Consulting
will send you this information during this time period.
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| March - June
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Technology Plan Approval Letter, If Needed
If you are applying for Priority Two (equipment or maintenance
of equipment) for the upcoming funding year starting 7/1,
we need to make sure that we have a copy of your Technology
Plan approval letter from your technology plan approver (which
is usually the State Department of Education or State Educational
Agency). CRW Consulting can identify the appropriate technology
plan approver if needed.
Ensure that your up-to-date technology plan is approved by
the state NO LATER than June 30th.
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Copyright 2011 CRW Consulting - All rights reserved www.crwconsulting.com |