Updating Your EPC Profile for FY2020 During the...

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Slide 1 Updating Your EPC Profile Updating Your EPC Profile for FY2021 During the Administrative Window

Transcript of Updating Your EPC Profile for FY2020 During the...

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Slide 1Updating Your EPC Profile

Updating Your EPC Profile for FY2021

During the Administrative Window

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Slide 2Updating Your EPC Profile

Table of ContentsTopic Page

The Basics 3

Logging Into EPC 6

School Districts 10

Updating NSLP Data in the EPC Profile 12

Checking for Discount Rate Errors 23

Updating C2 Data in the EPC Profile By School* choose this method if you have 10 or fewer sites in your district

33

Updating C2 Data in the EPC Profile By Aggregate * only choose this method if you have 11 or more sites in your district or if none of your schools have 149 or fewer students

48

Independent Schools 64

Updating NSLP Data in the EPC Profile 66

Checking for Discount Rate Errors 76

Updating C2 Data in the EPC Profile 84

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Slide 3Updating Your EPC Profile

The Basics

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Slide 4Updating Your EPC Profile

What is the Administrative Window?The Administrative Window is a designated timeframe for applicants to update EPC

profiles in preparation for the upcoming FCC Form 471 Application Filing Window. Once the Administrative Window closes, profiles are locked down for use by all applicants.

During the Administrative Window, independent schools and school districts must update their EPC profiles with student count data (enrollment and NSLP numbers) and must make any organization relationship changes such as the list of schools belonging to a district.

Student count data is reported for two purposes:1. to calculate your E-Rate discount 2. to calculate your Category 2 Budget

It is extremely important that you make your profile updates during the Administrative Window as it is generally impossible to do so once the window closes.

FY2021 Administrative Window:October 19, 2020 – January 13, 2021 at 11:59 PM EST

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Slide 5Updating Your EPC Profile

What if my district’s organizational structure has changed?

Contact the state E-Rate coordinator for assistance in the following situations:• A school district has split:

schools that have left one school district will need to be detached and moved to their new district

• School districts have merged: schools will need to be attached to their new parent school district

• A new school has opened: a new billed entity number will need to be created for any new schools

Maine State E-Rate Coordinator for Schools:Anne Perloff

(207) [email protected]

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Slide 6Updating Your EPC Profile

Logging Into EPC

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Slide 7Updating Your EPC Profile

Logging Into EPC

① Navigate to https://forms.universalservice.org/portal

② Log into One Portal with your username (your full email address) and One Portal password

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Slide 8Updating Your EPC Profile

③ Complete the steps as prompted to obtain and enter a one-time verification code

④ Once you have successfully logged into One Portal, access EPC either through the

pop-up (click on the “Continue” button) or

the dashboard (click on the block for EPC)

Logging Into EPC

A

B

A

B

NOTE: which one you see is dependent on whether you only have access to EPC with your email address or if that email address is also associated with a BEAR PIN

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Slide 9Updating Your EPC Profile

Logging Into EPCYour EPC Landing Page will display

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Slide 10Updating Your EPC Profile

School Districts

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Slide 11Updating Your EPC Profile

What data should districts update?School districts report student counts for two purposes:1. To calculate your district’s E-Rate discount percentage

• entered on the summary page for each school in your district2. To calculate your district’s Category 2 Budget

(can either be entered per school or as an aggregate)• if your district has 10 or fewer sites: enter C2 student count data for each

school• if your district has 11 or more sites: enter C2 student count data as an

aggregated, single number for the entire district• you only need to update these student counts for Year 1 of your 5 Year C2

Budget unless you want to take advantage of changing enrollment from year to year

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Slide 12Updating Your EPC Profile

School Districts:Updating NSLP Data

in the EPC Profile

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Slide 13Updating Your EPC Profile

Districts: NSLP Data

① On the Landing Page, scroll to the “My Entities” section and click on the link for the first school to be updated

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Slide 14Updating Your EPC Profile

② Click on the “MANAGE ORGANIZATION” button to proceed

Districts: NSLP DataThe summary page for that school will display

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Slide 15Updating Your EPC Profile

④ Then scroll down the page to the “School Information” section

Districts: NSLP Data

③ Select a county if one is not already listed here

An editable version of the summary page will display

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Slide 16Updating Your EPC Profile

At a minimum, you should annually update:

❶ the number of full time students

❷ the total number of students eligible for NSLP

Districts: NSLP Data

❶ ❷

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Slide 17Updating Your EPC Profile

Districts: NSLP Data

⑤ Edit the fields for the “Number of Full Time Students” and the “Total Number of Students Eligible for National School Lunch Program (NSLP)”

For best results, use the numbers reported to the Maine State Department of Education for the current academic year. During PIA review, USAC will validate your discount by comparing your profile data to DoE data.

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Slide 18Updating Your EPC Profile

⑥ Click on the “SUBMIT” button to save the changes

Districts: NSLP Data

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Slide 19Updating Your EPC Profile

Districts: NSLP Data

⑦ Enter a Modification Nickname to remind yourself what changes were made

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Slide 20Updating Your EPC Profile

Districts: NSLP Data

⑧ Click on the “SUBMIT” button

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Slide 21Updating Your EPC Profile

Districts: NSLP Data

The summary page will re-display with the updated NSLP information

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Slide 22Updating Your EPC Profile

Districts: NSLP Data

⑨ Repeat this process for each school in your organization

NOTE: NIFs do not have their own enrollment or NSLP data

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Slide 23Updating Your EPC Profile

School Districts:Checking for Discount Rate Errors

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Slide 24Updating Your EPC Profile

Districts: Discount Errors

① On the Landing Page, scroll to the “My Entities” section and click on the link for your school district

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Slide 25Updating Your EPC Profile

② Click on the “Discount Rate” link in the menu at the top

Districts: Discount Errors

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Slide 26Updating Your EPC Profile

Districts: Discount Errors

The discount rate for the school district displays

NOTE: Category One and Category Two discounts may be different depending on which band your NSLP percentage falls in.

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Slide 27Updating Your EPC Profile

If you see an error message instead of the discount for your school district, there is an issue with one or more of the schools in your district

Districts: Discount Errors

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Slide 28Updating Your EPC Profile

③ Click on the “SHOW ENTITIES” button to display a list of the schools in the district

Districts: Discount Errors

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Slide 29Updating Your EPC Profile

One or more of your schools is likely missing information or is unable to accurately calculate a discount

Districts: Discount Errors

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Slide 30Updating Your EPC Profile

Districts: Discount Errors

④ Click on the link for a school with an issue to go to that school’s summary page

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Slide 31Updating Your EPC Profile

Districts: Discount Errors

⑤ Click on the school’s “MANAGE ORGANIZATION” button and fix any issues that are causing the discount not to calculate

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Slide 32Updating Your EPC Profile

Districts: Discount Errors

⑥ Return to the “Discount Rate” section for the school district and verify that the discount now displays

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Slide 33Updating Your EPC Profile

School Districts:Updating Category 2 Data

in the EPC Profile By SchoolNote: For a district with 10 or fewer schools, EPC can calculate a higher C2 budget by utilizing the funding floor if any of your schools has less than 150 students. Use the “by school” method to report your student counts for each school in order to take advantage of the higher budget calculation.

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Slide 34Updating Your EPC Profile

When should I use this method?Districts with 10 or fewer sites can calculate their C2 budgets on a per-school basis by entering student counts separately for each eligible site

Doing so allows you to take advantage of the higher budget amount for each building(the funding floor VS the budget multiplier * enrollment)

$25,000 funding

floor

# schools with

less than 150

students

$167 budget

multiplier

# schools with 150 or

more students

Category 2 Budget

districtwith 10 or

fewer sites >>>

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Slide 35Updating Your EPC Profile

Districts: C2 Data By School

① On the Landing Page, scroll to the “My Entities” section and click on the link for your district

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Slide 36Updating Your EPC Profile

Districts: C2 Data By School

The summary page for your school district will display

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Slide 37Updating Your EPC Profile

Districts: C2 Data By School

② Scroll down the page to the “Category Two (C2) Budget Information” section to review the student count information currently in your profile

NOTE: the “Sum of Student Counts” is automatically summed from the counts of the individual schools in your district

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Slide 38Updating Your EPC Profile

Districts: C2 Data By School

③ To make changes to the student count information, return to the top of the page

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Slide 39Updating Your EPC Profile

Districts: C2 Data By School

④ Click on the “…” button and choose the “Manage Organization” option from the menu

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Slide 40Updating Your EPC Profile

Districts: C2 Data By School

An editable version of the summary page for your school district will display

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Slide 41Updating Your EPC Profile

Districts: C2 Data By School

⑤ Scroll down the page to the “Category Two (C2) Budget Information” section

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Slide 42Updating Your EPC Profile

Districts: C2 Data By School

⑦ Click on the “EDIT” button for a school to modify that school’s data for C2 budget calculations

⑥ The option for “A number for each school in the district” is selected by default -if it is not currently selected, choose it now in order to proceed with this method

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Slide 43Updating Your EPC Profile

Districts: C2 Data By School

⑧ Enter the new number of students for this school

⑨ Then click on the “UPDATE” button

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Slide 44Updating Your EPC Profile

Districts: C2 Data By School

⑪ Then click on the “SUBMIT” button

⑩ Repeat this process for each school in your organization you need to update

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Slide 45Updating Your EPC Profile

Districts: C2 Data By School

⑫ Enter a Modification Nickname to remind yourself what changes were made

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Slide 46Updating Your EPC Profile

Districts: C2 Data By School

⑬ Then click on the “SUBMIT” button

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Slide 47Updating Your EPC Profile

Districts: C2 Data By School

The summary page for your school district will display

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Slide 48Updating Your EPC Profile

School Districts:Updating Category 2 Data

in the EPC Profile By AggregateNote: For a district with 10 or fewer schools, EPC can calculate a higher C2 budget by utilizing the funding floor if any of your schools has less than 150 students. If you opt to report your student count as one district-wide aggregate number, EPC will not allow you to do this.

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Slide 49Updating Your EPC Profile

When should I use this method?Choose this option if your district has 11 or more sites. Using this method, you only need to enter the total number of students throughout the district without detailing the precise number for the individual schools. Your C2 budget will be calculated using the district’s aggregate student count and the aggregate funding floor (the funding floor * the aggregate number of schools).

$167 budget

multiplier

aggregate student count

$25,000 funding

floor

aggregate number

of schools

--- OR ---

Category 2 Budget

districtwith 11 or

more sites >>>

Words of Caution: This is not advisable for districts with 10 or fewer schools!

If you have 10 or fewer sites, you can choose this method, however, your budget might calculate as a lower amount than what you are actually entitled to.

the district C2 budget is the greater of these two calculations

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Slide 50Updating Your EPC Profile

Districts: C2 Data By Aggregate

① On the Landing Page, scroll to the “My Entities” section and click on the link for your district

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Slide 51Updating Your EPC Profile

The summary page for your school district will display

Districts: C2 Data By Aggregate

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Slide 52Updating Your EPC Profile

Districts: C2 Data By Aggregate

② Scroll down the page to the “Category Two (C2) Budget Information” section to review the student count information currently in your profile

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Slide 53Updating Your EPC Profile

Districts: C2 Data By Aggregate

③ To make changes to the student count information, return to the top of the page

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Slide 54Updating Your EPC Profile

④ Click on the “…” button and choose the “Manage Organization” option from the menu

Districts: C2 Data By Aggregate

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Slide 55Updating Your EPC Profile

An editable version of the summary page for your school district will display

Districts: C2 Data By Aggregate

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Slide 56Updating Your EPC Profile

⑤ Scroll down the page to the “Category Two (C2) Budget Information” section

Districts: C2 Data By Aggregate

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Slide 57Updating Your EPC Profile

⑥ Select the option for “One number for my whole district”

Districts: C2 Data By Aggregate

Note: For a district with 10 or fewer schools, EPC can calculate a higher C2 budget by utilizing the funding floor if any of your schools has 149 or fewer students. If you opt to report your student count as one district-wide aggregate number, EPC will not allow you to do this.

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Slide 58Updating Your EPC Profile

⑦ Enter the total number of students in the district

Districts: C2 Data By Aggregate

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Slide 59Updating Your EPC Profile

Districts: C2 Data By Aggregate

⑧ Click on the “Submit” button

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Slide 60Updating Your EPC Profile

Districts: C2 Data By Aggregate

⑨ Enter a Modification Nickname to remind yourself what changes were made

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Slide 61Updating Your EPC Profile

Districts: C2 Data By Aggregate

⑩ Then click on the “SUBMIT” button

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Slide 62Updating Your EPC Profile

Districts: C2 Data By Aggregate

The summary page for your school district will display

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Slide 63Updating Your EPC Profile

Districts: C2 Data By Aggregate

Once you have chosen to list C2 counts as a district aggregate, you cannot update individual school C2 counts without selecting the option for “A number for each school in the district” on the district’s summary page

If the “One number for my whole district” option has been selected, the school summary pages will display the following message:

Click on the link for the school district to go to the district’s summary page

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Slide 64Updating Your EPC Profile

Independent Schools

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Slide 65Updating Your EPC Profile

What data should schools update?Independent schools report student counts for two purposes:1. To calculate your school’s E-Rate discount percentage2. To calculate your school’s Category 2 Budget

• you only need to do this for Year 1 of your 5 Year C2 Budget unless you want to update your numbers to take advantage of changing enrollment from year to year

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Slide 66Updating Your EPC Profile

Independent Schools:Updating NSLP Data in

the EPC Profile

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Slide 67Updating Your EPC Profile

① On the Landing Page, scroll to the “My Entities” section and click on the link for your school

Independent Schools: NSLP Data

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Slide 68Updating Your EPC Profile

② Click on the “…” button and choose the “Manage Organization” option from the menu

The summary page for your school will display

Independent Schools: NSLP Data

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Slide 69Updating Your EPC Profile

④ Then scroll down the page to the “School Information” section

Independent Schools: NSLP Data

③ Select a county if one is not already listed here

An editable version of the summary page will display

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Slide 70Updating Your EPC Profile

At a minimum, you should annually update:

❶ the number of full time students

❷ the total number of students eligible for NSLP

Independent Schools: NSLP Data

❶ ❷

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Slide 71Updating Your EPC Profile

Independent Schools: NSLP Data

⑤ Edit the fields for the “Number of Full Time Students” and the “Total Number of Students Eligible for National School Lunch Program (NSLP)”

For best results, use the numbers reported to the Maine State Department of Education for the current academic year. During PIA review, USAC will validate your discount by comparing your profile data to DoE data.

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Slide 72Updating Your EPC Profile

⑥ Click on the “SUBMIT” button to save the changes

Independent Schools: NSLP Data

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Slide 73Updating Your EPC Profile

⑦ Enter a Modification Nickname to remind yourself what changes were made

Independent Schools: NSLP Data

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Slide 74Updating Your EPC Profile

⑧ Click on the “SUBMIT” button

Independent Schools: NSLP Data

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Slide 75Updating Your EPC Profile

The summary page will re-display with the updated NSLP information

Independent Schools: NSLP Data

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Slide 76Updating Your EPC Profile

Independent Schools:Checking for Discount Rate Errors

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Slide 77Updating Your EPC Profile

Independent Schools: Discount Errors

① On the Landing Page, scroll to the “My Entities” section and click on the link for your school

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Slide 78Updating Your EPC Profile

② Click on the “Discount Rate” link in the menu at the top

Independent Schools: Discount Errors

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Slide 79Updating Your EPC Profile

The discount rate for the independent school displays

NOTE: Category One and Category Two discounts may be different depending on which band your NSLP percentage falls in.

Independent Schools: Discount Errors

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Slide 80Updating Your EPC Profile

If you see an error message instead of the discount, there is an issue with the profile information for your school

Independent Schools: Discount Errors

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Slide 81Updating Your EPC Profile

③ Click on the “Summary” link

Independent Schools: Discount Errors

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Slide 82Updating Your EPC Profile

④ Click on the “…” button and choose the “MANAGE ORGANIZATION” option

⑤ Fix any issues causing the discount not to calculate

Independent Schools: Discount Errors

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Slide 83Updating Your EPC Profile

⑥ Return to the “Discount Rate” section for the school and verify that the discount now displays

Independent Schools: Discount Errors

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Slide 84Updating Your EPC Profile

Independent Schools:Updating Category 2 Data

in the EPC Profile

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Slide 85Updating Your EPC Profile

What is my C2 Budget?The C2 budget for independent schools is based on the total number of students

$167 budget

multiplier

student count

--- OR ---

Category 2 Budget

$25,000 funding

floor

the C2 budget is the greater of these two calculations

independent schools >>>

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Slide 86Updating Your EPC Profile

Independent Schools: C2 Data

① On the Landing Page, scroll to the “My Entities” section and click on the link for your school

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Slide 87Updating Your EPC Profile

The summary page for your school will display

Independent Schools: C2 Data

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Slide 88Updating Your EPC Profile

② Scroll down the page to the “Category Two (C2) Budget Information” section to review the student count information currently in your profile

Independent Schools: C2 Data

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Slide 89Updating Your EPC Profile

③ To make changes to the student count information, return to the top of the page

Independent Schools: C2 Data

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Slide 90Updating Your EPC Profile

④ Click on the “…” button and choose the “Manage Organization” option from the menu

Independent Schools: C2 Data

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Slide 91Updating Your EPC Profile

An editable version of the summary page for your school will display

Independent Schools: C2 Data

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Slide 92Updating Your EPC Profile

⑤ Scroll down the page to the “Category Two (C2) Budget Information” section

Independent Schools: C2 Data

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Slide 93Updating Your EPC Profile

Independent Schools: C2 Data

⑥ Enter the new number of students

⑦ Then click on the “SUBMIT” button

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Slide 94Updating Your EPC Profile

⑧ Enter a Modification Nickname to remind yourself what changes were made

Independent Schools: C2 Data

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Slide 95Updating Your EPC Profile

⑨ Then click on the “SUBMIT” button

Independent Schools: C2 Data