PREPARE YOUR E-RATE DISCOUNT REBATE REQUEST (E-RATE FORM 472) | OPLIN

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If you agreed to apply for discount rebates (BEAR invoicing), you will need to follow a few additional steps
- Make sure your library has a Universal Entity Edentifier (UEI) from SAM.gov
  - https://www.gsa.gov/about-us/organization/federal-acquisition-service/technology-transformation-services/integrated-award-environment-iae/iae-systems-information-kit/unique-entity-identifier-update
- Make sure your EPC account has the appropriate permissions for the invoicing process
  - https://www.usac.org/wp-content/uploads/e-rate/documents/e-rate-productivity-center/EPC-Account-Administrator-Guide-final.pdf
- Review the USAC Invoicing Checklist
  - https://www.usac.org/wp-content/uploads/e-rate/documents/invoicing/e-rate-invoicing-requirements-guide.pdf
- Review the most recent Form 472 training from Lorrie Germann
  - https://www.ohio-k12.help/wp-content/uploads/2024/01/Form-472-BEAR-Filing-Guide-New-BEAR-SECA.pdf
- Make sure to keep copies of any additional documents associated with your reimbursement request according to the E-rate records retention requirements
  - https://www.usac.org/e-rate/resources/document-retention
- Make sure to file your reimbursement request by the deadline