Schools and Libraries Program (E-rate)
The Universal Service Administration Company’s (USAC) Schools and Libraries Program, commonly known as the E-rate Program, helps ensure that schools and libraries can obtain high-speed Internet access and telecommunications at affordable rates. Each year, the E-rate program offers over $3.9 billion to bring internet services to classrooms and libraries, providing discounts ranging from 20 to 90 percent to eligible schools and libraries on eligible products and services.
How can we help?
Linn Benton Lincoln ESD offers a variety of E-rate services to help take the stress off of navigating the E-rate process and to maximize the funding you receive. LBL ESD can assist districts to apply for and track E-rate funding, while helping to make sure each district stays in compliance with program rules. Our Application Services include assisting applicants through the entire lifecycle of the E-rate application process as well as provid-ing staff training and yearly reports on your E-rate funding. We also offer Additional Services that include District Needs Assessments, Project Management, and Audit Support.
- Kayla Stuck, E-rate Program Manager
- Send Email
- Lindsay Wunderlich, E-rate Clerk
- Send Email
(FCC Forms 470, 471, 486, 472, 500)
Create E-rate related forms (Applicant will need to certify).
Assist with development of RFPs or review of district created RFPs (Applicant will need to define products and services requested and post RFP).
Review contracts for clear and concise language and dates to reduce problems during the Program Integrity Assurance (PIA) Review process.
Draft responses to inquiries from USAC and meet with USAC staff in the event of a PQA site visit.
Review vendor provided invoices to review for any costs that are not eligible for E-rate reimbursement.
Complete the necessary paperwork to request a SPIN Change, if requested by district.
Retain and categorize all documentation pertaining to the E-rate Program for a minimum of 10 years that LBLESD collects or produces as it works on applications.
Calculate Discount Rates.
Assisting in documenting and tracking equipment purchased using E-rate funds.
Email reports to keep districts up to date on progress of applications.
Track applications and communicate deadlines.
Provide clear vendor evaluation guidelines that meet State and E-rate requirements.
Track E-rate related contracts for expiration dates and need for extensions or RFP postings.
Review funding commitment and communicate findings and suggest next steps for districts.
Complete the necessary paperwork to request a Service Substitution, if requested by applicant.
Complete the necessary paperwork to file an appeal, if requested by district.
Update entity information in the EPC System during the E-rate Administrative Window.
Track 5-year allocations of Category Two Budgets and update on an annual basis.
Review documentation to make sure the district is CIPA compliant.
Produce detailed annual report of applications, funding and revenue received.
LBL Network Staff will, assess district needs, define project requirements, and prepare report to develop RFPs.
Provide support during the audit process including talking to auditors and assisting in documentation collection.
LBL staff with work with Service Providers to verify that the project is completed on time, correct equipment is received and installed, project is within budget, and project scope changes remain eligible for reimbursement.
Review past year’s documentation to make sure it is in compliance with E-rate rules.
Provide training to district staff:
Overview - Two hour high-level overview of the E-rate Process.
In Depth - Full day training on the different aspects of the E-rate program.
Other - Specialized training requested by Districts.
The Schools and Libraries (E-rate) Program provides discounts to assist eligible schools and libraries to obtain affordable internet access and telecommunications services. E-rate funds four service types: Data Transmission Services and Internet Access, Internal Connections, Managed Internal Broadband Services, and Basic Maintenance of Internal Connections. Discounts range from 20-90 percent of the costs of eligible services, depending on the level of poverty and the urban/rural status at the school district level.
Who is eligible for E-rate?
For purposes of universal service support, schools must meet the statutory definition of elementary and secondary schools found in the No Child Left Behind Act of 2001 (20 U.S.C. Section 7801(18) and (38)):
An elementary school is a non-profit institutional day or residential school, including a public elementary charter school, that provides elementary education, as determined under state law.
A secondary school is a non-profit institutional day or residential school, including a public secondary charter school, that provides secondary education, as determined under state law, except that such term does not include any education beyond grade 12.
The eligibility of Non-Traditional Students and facilities is determined by the state's definition of an elementary or secondary school.
Oregon Student Eligibility
|Traditional K-12 Students|
|K-12 Charter School Students|
|K-12 Private School Students|
|Adult Education Students|
|Juvenile Justice Students|
|Special Education Students Ages 3-21|
|Special Education Students over Age 21|
Oregon Facility Eligibility
|Institution Type||Category One Eligible||Category Two Eligible|
|Traditional K-12 Schools|
|District Non Instructional Facilities|
|K-12 Charter Schools|
|K-12 Private Schools|
|Adult Education Schools|
|Juvenile Justice Schools|
|Special Education Schools Ages 3-21|
|Special Education Schools over Age 21|
What is eligible through E-rate?
Category One Products and Services
- Internet Access
- Lit, Dark or Self-Provisioned Fiber (WAN)
- Modulating Electronics for Dark or Self-Provisioned Fiber
- Maintenance and Operation Costs for Self-Provisioned and Dark Fiber
Category Two Products and Services
- Servers (Only for Caching Services)
- Firewall services
- Cabling, connectors, and related components used for internal broadband connections
- Uninterruptible Power Supply (UPS)
- Access points
- Wireless controller systems
- Services provided by a third party for the operation, management, and monitoring of eligible broadband internal connections are eligible managed internal broadband services
- E-rate support is available for basic maintenance and technical support appropriate to maintain reliable operation when provided for eligible broadband internal connections
For the most up to date information on eligible products and services visit the official Eligible Service List Page.
How do I apply for E-rate?
Applicants must apply for E-rate services each year to take advantage of program discounts. To apply for discounts applicants must:
- Set Up an Organization Account in the E-rate Productivity Center (EPC)
- Determine Facility Eligibility
- Determine Discount Rate
- Post a FCC Form 470 and an Request for Proposal (RFP) to Open a Competitive Bidding Process
- Preform Bid Evaluations
- File a FCC Form 471 to Apply for Discounts
- Receive Funding Commitment Decision Letter (FCDL)
- Confirm the Districts CIPA Compliance
- File a FCC Form 486 to Report the Delivery of Services
- File a FCC Form 472 or FCC Form 474 to Request Reimbursement
- Program participants must maintain their records for at least 10 years after the last date of service delivered to be able to comply with audits and other inquiries or investigations.
More information about the E-rate Program can be found on the official Schools and Libraries Programs Page.
Below is a list of compiled links to helpful E-rate resources.