<div dir="ltr">I'm unsure how some E-rate information reaches public libraries, so I apologize if you've seen this before.<div><br></div><div>Lorrie Germann provides instructions for making required updates to your institutions' forms 498. As you see, for libraries, she recommends 501c3. It does not matter that this is not technically true for most Ohio public libraries. The important thing, she says, is that you select something. If you're unsure, you can select "Other." <br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><br><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr">                    Don Yarman<br>                    Director, Ohio Public Library Information Network<br>                    2323 W Fifth Ave Suite 130, Columbus OH 43204<br>                    <a href="mailto:don@oplin.ohio.gov" target="_blank">don@oplin.ohio.gov</a> | 614.728.5250</div></div></div></div></div></div><br><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">---------- Forwarded message ---------<br>From: <strong class="gmail_sendername" dir="auto">Lorrie Germann</strong> <span dir="auto"><<a href="mailto:lgermann@ohiocsc.org">lgermann@ohiocsc.org</a>></span><br>Date: Tue, Aug 13, 2019 at 9:41 AM<br>Subject: Update FCC Form 498 with Business Type(s) Clarification<br>To:  <<a href="mailto:ocsc-erate-l@listserv.ohiocsc.org">ocsc-erate-l@listserv.ohiocsc.org</a>><br></div><br><br>




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Good Morning E-Rate Community,</p>
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As many of you have discovered, USAC sent out emails yesterday (8/12/19), to inform E-Rate applicants they must update their Form 498 to indicate a business type as part of the “Digital Accountability and Transparency Act of 2014 (DATA Act)”.  The Form 498
 is the form filed to provide banking information in order to received electronic disbursements of E-Rate funds. 
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The issue is the absence of a “business type” for public school districts, public library systems, ESC’s, etc.</p>
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In addition, the instructions provided in the email excluded a couple crucial steps needed to access the Form 498 and has caused some confusion.  Here are the correct steps you should follow:</p>
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Log in to <a style="color:#4a91b0;color:#4a91b0!important;background-color:#ffffff;border:0;word-wrap:break-word" title="EPC" href="https://www.ohio-k12.help/?email_id=56&user_id=2893&urlpassed=aHR0cHM6Ly9jbC5TMTAuZXhjdC5uZXQvP3FzPTQ1MzkyNzA0ZDQzMWYyYThiMGNlZTgyNDQzNWFiZDI3ZjRiMDJiZjY3MGIxYjU3NTQ5YWFlODBlY2I3YzE4ZWFiOGIzYjk2ZWJjODNjMzgwZDljZjBkYTRlNTAyOTYxNDAyMWZjMTA2OTVhNDZhNTk&controller=stats&action=analyse&wysija-page=1&wysijap=subscriptions" target="_blank">
EPC</a></li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Select the "Records" tab on the blue menu at the top of the page</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Scroll through the list and click on “FCC Form 498”</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Click the nickname of your previously submitted Form 498 and then "Modify FCC Form 498" in the upper right-hand corner of the screen</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Select the business type(s) (up to three) in order of importance from the drop-down menu</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Click "Save and Continue" to the "Further Details" page</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Add your company's DUN number (if not previously provided) and click "Save and Continue" to the certification page</li><li style="font-family:Arial,'Helvetica Neue',Helvetica,sans-serif;font-size:13px;color:#000000;color:#000000!important;background-color:#ffffff;border:0;letter-spacing:normal;line-height:150%;margin-top:0;margin-right:0;margin-bottom:0;margin-left:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;vertical-align:top;word-wrap:break-word">
Review the data, click the certification boxes, and select "Certify" to submit the updated FCC Form 498.</li></ol>
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As for the options to select for business type(s)  (up to three), here are the recommendations:</p>
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<strong>For public school districts</strong>:</p>
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• Independent School District; and</p>
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• Nonprofit with 501C3 IRS Status (Other than an Institution of Higher Education)</p>
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<strong>For ESCs and Library systems (and most consortia)</strong></p>
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• Regional Organization; and</p>
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• Nonprofit with 501C3 IRS Status (Other than an Institution of Higher Education)</p>
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 <strong>For individual private schools, charter schools, and libraries:</strong></p>
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• Nonprofit with 501C3 IRS Status (Other than an Institution of Higher Education)</p>
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Please note, if you are uncomfortable with choosing the recommended options, you can choose “Other”.  While on a call with USAC, they assured us that an incorrect choice will NOT affect your reimbursements. </p>
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If you have questions, or need additional information, please do not hesitate to contact me.</p>
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Sincerely,</p>
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Lorrie</p>
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<div style="font-family:Tahoma;font-size:13px"><font color="003366"><b><span style="font-size:14pt;font-family:"Monotype Corsiva"">Lorrie Germann</span></b><span style="font-size:11pt;font-family:"Calibri",sans-serif"><br>
</span><font face="Calibri"><font size="3">State E-Rate Coordinator<br>
<font color="003366">O<font color="003366">n <font color="003366">b<font color="003366">ehalf of the Ohio De<font color="003366">partment of Education</font></font></font></font></font></font></font></font><br>
<font color="003366"><font face="Calibri"><font size="3"><font color="003366"><font color="003366">lorrie.germann@ed<font color="003366">ucation<font color="003366">.<a href="http://ohio.gov" target="_blank">ohio.gov</a><br>
www.ohio-k12.help/erate<br>
</font></font></font></font></font></font></font><b></b><font size="3" color="003366"><span dir="ltr"><span style="font-size:12pt;background-color:white">Office: 740-223-2420</span></span></font><font size="3" face="Calibri"><br>
Cell: 740-253-1153</font><br>
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