Review Entity and Discount Information

Post 33 - Review Entity and Discount Information

After reviewing your basic information, review the entity and discount information. Again, most of this information will be automatically populated from your school/library’s profile. So if any of the information is incorrect, exit the form and return to the school/library’s profile to update it.

If you’re continuing work on a partially completed form, begin by logging into the E-rate Productivity Center (EPC) and locating the form on your landing page under the “Tasks” list.

Review the related entity(ies) information

Here, you’ll see all of the schools/libraries included on your funding request form. Independent schools/libraries should only see their own school, its annexes (if it has any), and its non-instructional facilities.

School districts and library systems will see first see their district/system’s information, and on the next screen they’ll see a list of schools/libraries included in it.

Navigation tip: If you click on a school/library’s name, the system will exit your form and display the school/library’s profile. To find your form again, click the USAC logo to return to your landing page, and find the partially-completed for under the “tasks” list. To avoid exiting the form, right-click the school/library’s name to open their profile in a new tab or window.

Confirm each column is correct:

  • Name
  • Entity number –The number that identifies the school/library to E-rate; this number populates automatically from your school/library profile.
  • Urban/Rural Status – If this is incorrect, return to your profile and update the address for the school district or library main branch.
  • NIF – Stands for “non-instructional facility.” If the entity listed is a non-instructional facility, the column should be populated with “yes.” Otherwise, it should say “no.” If the wrong selection appears, return to your school/library profile and classify the facility as a non-instructional facility (NIF).
  • Annexes – Click the “View Annexes” button in the right-most column to view the school/library’s annexes (you may have to use the horizontal scrolling bar to see the link). A list of related annexes will appear at the bottom of the entity list. If any of the information that appears is incorrect, return to the main school/library profile to correct it. Learn more about annexes in Post #9: Join a consortium or add an annex.

Libraries only:

  • FSCS or locale code – Identifies your geographic area. This code is especially important for urban libraries. Learn more about these in Post #29: Decoding the codes
  • Total square footage – The total square footage of the library’s interior space. Learn more in Post #24 – Inputs to your C2 budget calculation.
  • Main branch – For library systems, the building that is the central outlet or main branch. The main branch’s location determines the library system’s urban/rural status. More details about this are available in Post #21: Calculating library discounts.
  • School district of main branch, and district number – The school district where a library system’s main branch is located. The library’s (or library system’s main branch’s) school district is used to determine the area’s poverty level.
  • Library attributes – Classifications to describe your library such as public, Tribal, kiosk, and new construction. To update library attributes, return to the landing page and select the library’s name to access its profile.

Schools only:
Some school information won’t be visible right away. Use the horizontal scrolling bar at the bottom of the table to view all 14 columns.

  • State LEA ID / State School ID / NCES Code – Codes that identify a school to local, state, and federal agencies. Learn more on Post #29: Decoding the codes.
  • # of full and part-time students – Learn more about student counts in Post #24: Inputs to your C2 budget calculation. If this number is incorrect, update it in the school or school district’s profile.
  • Alternative discount – If you calculated the school’s discount level using an alternative method, like a survey, the discount level you calculated will display here. If this number is incorrect, update it in the school or school district’s profile. Remember to retain documentation about how you reached your alternative discount calculation in case USAC has a question about it.
  • CEP percentage – If a school participates in the NSLP’s community eligibility provision (CEP), the direct certification percentage will display here. If this number is incorrect, update it in the school or school district’s profile.
  • School attributes – Classifications to describe your school, such as public, charter, pre-K, head start, dormitory, Tribal, or adult education.
  • Endowment Amount – If your school has an endowment, enter its value as of the date of your application here. If the number displaying is incorrect, update it in the school or school district’s profile.

School districts, library systems, and consortia:

Confirm that every school/library in the system is included on the list. You can sort the entities by name using the red up/down arrow in right side of the “Name” column header, or view more entities by pressing the backward/forward arrows at the bottom of the list.

  • If an entity is missing, call the E-rate Program at (888) 203-8100 for help adding a new entity.
  • Consortium may disassociate (remove) entities from their form by selecting the checkbox next to its name, then pressing “Remove”

Then, press “Save & Continue”

Consortia: Select participating members

Consortia: Choose which members will receive the services on this form. Remember, the discount level can vary between forms based on the members you include (the discount variance only applies to consortia, not school districts or library systems).

Start by answering “No” to the question, “Is every member in this consortium include don this FCC Form 471?” Then select your search criteria and press the “Search” button.

Screenshot of selecting your search criteria

Add search criteria to find consortium members and press the “Search” button.

Next, scroll down to view the search results. Select the members you wish to include in your form by marking the checkbox next to their name. Then, press the “Add” button.

Screenshot of adding members

Select consortium members using the check boxes and press “Add”

Scroll down further to view the members you’ve selected in the section, “Members on this Application.” If all the members you wish to include appear, press “Save & Continue.”

View members on this application

The consortium members you selected will appear at the bottom of your screen.

Review the requested discount calculation*

On this screen, your discount level* is calculated automatically based on the information in your school/library profile.

The system will display this information:

  • School District (for libraries, it shows “associated school district”) Full-time Enrollment number ,
  • School District (for libraries, “associated school district”) NSLP Count and Percentage,
  • Urban/Rural Status, and
  • Category One, Category Two and Voice Discount Rates.

School districts and library systems can see how the discount rates were calculated by clicking the “Show Entities” button.  After reviewing the information, click the “Hide Entities” button.

For libraries, the National School Lunch Program (NSLP) data automatically populates from the library’s (or for systems, the main branch’s) school district’s profile.

If the wrong information is displaying for one of your entities, return to the school/library profile to update the information. You can find background information about discount calculations in these earlier blog posts: Post #20: School discounts, Post #21: Library discounts, or Post #22: Consortium and state discounts.

Reminder: Schools that are part of a school discount must use the district’s discount rate, even if they apply on their own.

Known issue for libraries: If no NSLP information is showing, or there’s not enough information available to calculate your discount rate, you won’t be able to complete your application. A red error message will appear with instructions about how to proceed. More guidance for libraries is forthcoming.

If the NSLP information is from Funding Year 2015, you can still proceed with your application. If the school district updates its NSLP numbers at a later time, USAC will update your discount level during application review. Any change will be reflected in your Funding Commitment Decision Letter (FCDL).

After reviewing your discount calculation, press “Save & Continue.”

Next, we’ll show you how to enter a funding request and generate a funding request number (FRN).


*For consortium applications, this part of the form is called, “Discount Rate for this FCC Form 471.” Applicants will be able to view Category One Discount Rate, Voice Discount Rate and Category Two Discount Rate for the application. Click the “Show additional information” button to see how the discount rates were calculated. After you’ve reviewed the information, click the “Hide Additional Information” button.

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