Revised Bulk Upload Templates and Tips:
USAC’s Special Edition News Brief of April 20, 2016, provides information on updates to the EPC bulk upload templates and on tips for using them. Basically, there are two types of templates, both available to avoid manual entry of large amounts of data required to complete Form 471s or entity profiles.
- An entity profile “Bulk Submission” template to enter student counts and other basic entity data.
- A set of five FRN templates, one for each major category of service, to complete FRN line item and recipient of service information on an FRN-by-FRN basis.
The templates can be found within EPC, but are more easily available for download on USAC’s regular website under the FY2016 Filing Window Headquarters, as shown below.
The Special Edition News Brief provides the following general tips for template use:
- Use Excel version 2010. (Note: Temporary workarounds are available for users of Excel 2103).
- Download the template and save it to your hard drive in a location you will remember.
- Open the template and IMMEDIATELY enable content (enable macros).
- Enter data from left to right, one row at a time.
- If a field has dropdown values, choose the appropriate value – do not type it in. (You can use the fill down command to complete multiple rows that will have the same entry in that field.)
- Do not enter more than 5,000 rows (actually 4,996 plus the four header rows). If you need more rows, create a second template and upload it separately. This will add to your existing data, not replace it.
Another tip we would add is to always use the most current version of the templates. Currently, five of the six templates are Version 16.3. The one exception, shown in the example below, is Version 16.4 for Category One – Data Transmission and/or Internet Access. Note that the version number is shown in Cell A1 of each template.
Last Wednesday’s News Brief also discusses:
- Additional guidance for Funding Request Number (“FRN”) templates
- Workaround for a “Click to Validate” problem
- Category One – Data Transmission and/or Internet Access – Version 16.4
- Additional guidance for Entity Profile Bulk Upload – Version 16.3
“No” Form 470, “No Worry:”
A number of applicants have reported that “Review” copies of their draft Form 471s are incorrectly showing “No” answers to the Form 470 posting question in the Agreement Information section. An example of this error is shown below for a month-to-month service, but similar errors are also being reported for contracted services. Note that, despite the “No” answer, the actual Form 470 number is displayed.
As of last week — and EPC may have been fixed over the weekend — CSB was indicating that this was a known problem, and that the “No” would not create a problem during application review. In other words — cue the reggae music — “No worry, mon!”