<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 14 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri","sans-serif";}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p.MsoPlainText, li.MsoPlainText, div.MsoPlainText
{mso-style-priority:99;
mso-style-link:"Plain Text Char";
margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri","sans-serif";}
p.MsoAcetate, li.MsoAcetate, div.MsoAcetate
{mso-style-priority:99;
mso-style-link:"Balloon Text Char";
margin:0in;
margin-bottom:.0001pt;
font-size:8.0pt;
font-family:"Tahoma","sans-serif";}
span.EmailStyle17
{mso-style-type:personal-compose;
font-family:"Calibri","sans-serif";
color:windowtext;}
span.BalloonTextChar
{mso-style-name:"Balloon Text Char";
mso-style-priority:99;
mso-style-link:"Balloon Text";
font-family:"Tahoma","sans-serif";}
span.PlainTextChar
{mso-style-name:"Plain Text Char";
mso-style-priority:99;
mso-style-link:"Plain Text";
font-family:"Calibri","sans-serif";}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri","sans-serif";}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:2115586532;
mso-list-type:hybrid;
mso-list-template-ids:-218976038 67698689 67698691 67698693 67698689 67698691 67698693 67698689 67698691 67698693;}
@list l0:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level5
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
@list l0:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Symbol;}
@list l0:level8
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:"Courier New";}
@list l0:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;
font-family:Wingdings;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal">Below is a summary of guidance from USAC regarding how ESD's can file their individual and consortium applications. There will be more information in next week's newsletter. It includes a workaround for the 471 bug that will not allow an
ESA with no schools of its own to be added as a consortium member. Please note that this work around requires information to be added in the narrative of your first FRN, so be mindful to include that as you fill out your forms.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoPlainText"><b>Updated Guidance for ESD Discount Calculations<o:p></o:p></b></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">ESDs have multiple ways to file their E-rate applications, depending on what services they are procuring, for whom those services are being procured, and whether an ESD has its own schools or not. The instructions on how ESDs should
file their Form 471s for each situation have generally not changed over the years, but with the new 471 filing system there has been some difficulty determining exactly how to file for each scenario. There is also a technical problem (described in # 3) because
the online application will not permit a NIF (non-instructional facility)-only entity to be a stand-alone consortium member. USAC has provided guidance as a work-around for this year if you are in this situation.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><b>1) ESD FILING FOR ITS OWN SERVICES - WHERE SERVICE ISN'T BEING SHARED WITH ITS DISTRICTS</b><o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Basic Information section (Block 1), select School District. <o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In Discount Calculation section (Block 4), list the ESD's NIFs (non-instructional buildings), all of the ESD's schools (if they have any) AND all of the schools they service in their ESD's service territory (not districts), as
if they were the one giant school district. The template should list the ESD's BEN in Column A for all entities. This will correctly calculate the discount rate.
<o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Funding Request section (Block 5), you should select the ESD’s actual buildings receiving the service in Manage Entities.
<o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
<p class="MsoPlainText"><b>2) ESD AS CONSORTIUM LEAD - WHERE ESD <u>HAS</u> SCHOOLS OF ITS OWN<o:p></o:p></b></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Basic Information section (Block 1), select Consortium. <o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In Discount Calculation section (Block 4), upload your template where the consortium member's BENs are in Column A and all of the schools associated with that BEN in Columns B and C. The ESD would be listed as a separate consortium
member and would include their NIFs and their ESD’s schools. If the ESD only has a NIF and no schools of its own, see # 3 below for instructions.
<o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Funding Request section (Block 5), you should select the buildings receiving the service in Manage Entities. If service is only being delivered a District building (hub site), you should only select those buildings.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><b>3) ESD AS CONSORTIUM LEAD - WHERE ESD HAS <u>NO</u> SCHOOLS<o:p></o:p></b></p>
<p class="MsoPlainText">As it currently stands, the new Form 471 application will not permit the filing of a consortium application in which the ESD is a consortium member but has no schools. Although not perfect, the following is USAC's guidance on how to
file in these situations:<o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Basic Information section (Block 1), select Consortium. <o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In Discount Calculation section (Block 4), upload your template where the consortium member's BENs are in Column A and all of the schools associated with that BEN in Columns B and C. Because the ESD cannot be listed as a NIF-only
consortium member, do NOT list the ESD’s BEN in Column A, but rather <u>add the ESD’s NIFs to one of the school districts on the application</u>. Be sure to identify it as an ESA under School Attributes.<o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>In the Funding Request section (Block 5), the ESD must explain in the Narrative text box of the first FRN which ESD NIF(s) should be a stand-alone entity and with which school district they were placed. Including the ESD’s NIFs
in a school district will not affect the discount rate as the NIFs do not have any students and they are not considered in the urban/rural status determination. <o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.5in;text-indent:-.25in;mso-list:l0 level1 lfo1">
<![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]>Using Manage Entities, you should select the buildings receiving the service. If service is only being delivered to a District building (hub site), you should only select those buildings.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black">Sabrina Carson</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black">e-Rate Coordinator | Willamette ESD</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black">503.540.4495 - phone | 503.540.2962 – fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black"><a href="mailto:sabrina.carson@wesd.org">sabrina.carson@wesd.org</a>
</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><a href="www.wesd.org"><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:blue">www.wesd.org</span></a><o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;color:#5F497A"> </span><b><span style="font-size:12.0pt;color:#009900"> </span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Helvetica","sans-serif";color:black"><img border="0" width="273" height="68" id="Picture_x0020_1" src="cid:image001.png@01D068A0.A6958FE0" alt="cid:A05DC38F-DCE3-4AFB-BF98-E86255261B19"><o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:black">CONFIDENTIALITY NOTICE</span></u></b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:black">: The contents of this e-mail may be confidential. If
you are not the addressee you are officially notified that you may not use, copy, disclose, or distribute to anyone the message or any information contained in the message. If you have received this message in error, please immediately advise the sender by
reply email and delete this message.</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>