Viewing an entity’s 471 history


Accessing an Entity’s Page

The first step to view an entity’s 471 history is to locate the entity’s Entity Details page.

There are four ways to get to an entity’s Entity Details page:


The easiest way to locate an entity’s information is through the Applicant search. This search is a list of all entities in the database. Simply locate an entity using the search function and access their Entity Details page.

Instructions:

  1. Click on the Applicant search on the left-hand side of the page or open it typing “/”
  2. Search for the Applicant by name or number
  3. Click on the desired entity

    Go to: Viewing 471 Data


Option 2: My Applicants

On your My Applicants page, you can find saved entities in your Lists section.


It is possible to go to the entity page from a Form 470 Details page.

Instructions

  1. Click on the 470 search tab on the left-hand side of the page
  2. Search for a Form 470 by applying filters
    • Entity name/number
    • Application number
    • Consultant name/number
    • Funding years: Select the years of the form
    • Category of service: Select the type of service asked by the form.
      • Category 1
      • Category 2
      • Category 1&2
    • States: Limit the search to forms from specific states
    • Dates: Enter date ranges for various fields of the form
      • Created Date
      • Certified Date
      • Allowable Contract Date
      • Last Modified
    • Order By: Personalize the order in which forms appear
  3. Click on the “View” button to the right of the desired form to go to its form page
  4. Go to the form’s Basic Information tab
  5. Locate the Billed Entity card
    • This has the information of the entity that is associated with the form
  6. Click the View Entity link to go to the entity’s Entity Details page

    Go to: Viewing 471 Data


It is also possible to go to the entity page from a Form 471 page, similar to a 470 Details page

Instructions

  1. Click on the 471 search tab on the left-hand side of the page
  2. Search for a Form 471 by applying filters
    • Entity Name/Number
    • App/FRN Number
    • Consultant Name/Number
    • Service provider Name/Number
    • Funding years: Select the years of the form
    • Funding Status: Select filters for the status of the Form 471
      • Pending
      • Funded
      • Denied
      • Cancelled
    • Category of service: Select the type of service asked by the form.
      • Category 1
      • Category 2
    • States: Limit the search to forms from specific states
    • Dates: Enter date ranges for various fields of the form
      • Award Date
      • Extended Expiration Date
      • Service Delivery Deadline
      • Service Start Date
      • Contract Expiration Date
      • Actual Start Date
      • Last Date to Invoice
      • FCDL Letter Date
      • User-generated FCDL Date
      • Revised RCDL Date
      • Last Modified Timestamp
    • Wave Number
    • Function type
    • Purpose type
    • Special construction
    • ECF
    • Order By: Personalize the order in which forms appear
  3. Click on the desired form to view its basic information in a drop-down
  4. Click View FRN Details to be taken to the FRN page
  5. Go to the FRN’s Basic Information tab
  6. Locate the Billed Entity card
    • This has the information of the entity that is associated with the form
  7. Click the View Entity link to go to the entity’s Entity Details page


Viewing 471 Data

You should now be located in the entity’s page. This is where you can find all the information about an entity. From the Basic Information tab, click on the Form 471s tab to start viewing the entity’s 471s.

Form 471s

Form 471s are organized by year. They declare services to be performed and all financial details of the service. The Form 471s page is a way to see all of the information about an entity’s past 471 forms.

There are three ways to view an Entitys’ Form 471 data:


Chart View

Chart View is the most visually-appealing way to view Form 471 data. Using Chart View, you can see details about each year’s 471 numbers.

Each year displays:

There are also three charts to more easily understand and interpret the data of each year’s FRNs:

Hovering over each part of the graphs displays the specific number of each category. This makes it easy to see the different proportions in each category.

To view specific information about individual FRNs, click the View # FRNs drop-down. This displays that year’s individual FRN details similar to FRN View. Clicking on a FRN in the list creates a drop-down with that FRN’s information and a link to its FRN page, where you can navigate to see more specific information about the FRN.


FRN View

FRN View is a simple list way to view Form 471 data. It shows the basic information for each of the entity’s Form 471s, organized by year.

For each Form 471 you can see:

Clicking on a Form 471 creates a drop-down that displays more information about that FRN. Clicking on a FRN in the list creates a drop-down with that FRN’s information and a link to its FRN page, where you can navigate to see more specific information about the FRN.