Transfers of Equipment

In general, eligible services and equipment components of eligible services purchased with E-rate discounts cannot be transferred, with or without consideration of money or any other thing of value. 47 C.F.R. § 54.513.

In the Third Report and Order (FCC 03-323, released December 23, 2003), the FCC established two specific conditions under which equipment could be transferred:

Transfers after three years. No equipment can be transferred for a period of up to three years after purchase. Three years or more after the purchase of such equipment, recipients may freely transfer equipment to other eligible entities. However, such transfers must not be in consideration of money or anything else of value. (For information on trade-ins, please refer to Section F of Frequently Asked Questions about the Eligibility of Products and Services in the Reference Area of this web site.)

Transfers from a closed facility. A recipient may transfer equipment purchased with E-rate discounts to other eligible entities if the particular location where the equipment was originally installed is temporarily or permanently closed. It is not necessary for the transferring and receiving entities to have comparable discount levels, as long as each is eligible under the schools and libraries program. The transferring entity must notify SLD of the transfer, and both the transferring and receiving entities must maintain detailed records for a period of five years after the transfer. These records must document the transfer and the reason for the transfer. Moreover, all recipients of support for internal connections must maintain asset and inventory records for a period of five years sufficient to verify the actual location of such equipment. However, such transfers must not be in consideration of money or anything else of value.

Notifying SLD of equipment transfers. To notify SLD of a transfer of equipment, write a letter to SLD that contains the following information:

1.	Name of transferring entity
2.	Address of transferring entity
3.	Entity Number of transferring entity
4.	Contact person name for SLD questions about the transfer
5.	Contact person address
6.	Contact person telephone number
7.	Contact person e-mail address

For each individual receiving entity:

8.	Name of receiving entity
9.	Address of receiving entity
10.	Entity Number of receiving entity
11.	Contact person name at receiving entity for SLD questions about the transfer
12.	Contact person address
13.	Contact person telephone number
14.	Contact person e-mail address
15.	Form 471 Application Number(s) associated with the equipment to be transferred to the receiving entity
16.	Funding Request Number(s) associated with the equipment to be transferred to the receiving entity
17.	List of equipment to be transferred to the receiving entity
18.	Physical location of equipment at the receiving entity
19.	Reason for the transfer
20.	Projected or actual date of transfer
21.	If the transfer is temporary, the projected date that the equipment will be returned to the transferring entity.

The letter may be sent by regular mail, fax, or e-mail.

Regular Mail

The letter should be labeled "Equipment Transfer Notification" and sent to:

Equipment Transfer Notification
Schools and Libraries Division
Box 125 - Correspondence Unit
80 S. Jefferson Road
Whippany, NJ 07981

Fax

Please include a fax cover page marked ATTN: Equipment Transfer Notification and indicate the number of pages you are faxing.

Fax your letter to:

(973) 599-6526

E-mail

You can use the Submit a Question feature on this web site to submit your letter by e-mail. Click on the “Submit a Question” link, click “Continue” from the Submit a Question page, and then choose the topic “Equipment Transfers” from the Topic List and follow the prompts. Instructions will be provided for sending an attachment.