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E-rate Services

LBL offers several E-rate services that applicants can utilize to maximize participation in the E-rate Program:

Application Services

Cost: 10% of Application Funding Commitment

Form Preparation (FCC Forms 470, 471, 486, 472, 500)
Create E-rate related forms.

Deadline Management
Track applications and communicate deadlines.

Request for Proposal (RFP) Review/Guidance
Assist with development of RFPs or review of district created RFPs.

Vendor Evaluation Guidance
Provide clear vendor evaluation guidelines that meet State and E-rate requirements.

Contract Review/Guidance
Review contracts for clear and concise language and dates to reduce problems during the PIA Review process.

Contract Management
Track E-rate related contracts for expiration dates and need for extensions or RFP postings.

PIA, PQA and Selective Review Drafts
Draft responses to inquiries from USAC and meet with USAC staff in the event of a PQA site visit.

FCDL Review
Review funding commitment and communicate findings and suggest next steps for districts.

Review Invoices for Eligibility
Review vendor provided invoices to review for any costs that are not eligible for E-rate reimbursement.

Service Substitution Requests
Complete the necessary paperwork to request a Service Substitution, if requested by applicant.

SPIN Change Requests
Complete the necessary paperwork to request a SPIN Change, if requested by district.

Appeal Support
Complete the necessary paperwork to file an appeal, if requested by district.

Document Retention and Management
Retain and categorize all documentation pertaining to the E-rate Program for a minimum of 10 years.

Entity Management in EPC System
Update entity information in the EPC System on an annual basis.

Data and Calculations
Discount Rate calculation.

Category Two Budget Management
Track 5-year allocations of Category Two Budgets and update on an annual basis.

Determine CIPA Compliance
Review documentation to make sure the district is CIPA compliant.

Status Reports
Email reports to keep districts up to date on progress of applications.

Yearly Funding Reports
Produce detailed annual report of applications, funding and revenue received.

Staff Training
Provide onsite training to key staff.


Additional Services

District Needs Assessment
Cost: Hourly fee

LBL Network Staff will:

  • Assess district needs
  • Define project requirements
  • Prepare report to develop RFPs
  • Project verification before final payment is made

Project Management
Cost: 5% of Application Funding Commitment

LBL staff with work with Service Providers to verify:

  • Project is completed on time
  • Correct equipment is receive and installed
  • Project is within budget
  • Project scope changes remain eligible for reimbursement

Asset Tracking
Cost: TBD

Documenting and tracking equipment purchased using E-rate funds.

Audit Support
Cost: Hourly Fee

Provide support during the audit process including taking to auditors and assisting in documentation collection.

Program Compliance Review
Cost: Hourly Fee

Review past year’s documentation to make sure it is in compliance with E-rate rules.

E-rate Training
Cost: Hourly fee

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.

Consortium Procured Contracts
Cost: None

Districts will be able to purchase services from E-rate eligible contracts negotiated by Linn Benton Lincoln ESD to aggregate demand and lower cost to members.


Please contact us to discuss how LBL’s E-rate services can benefit your district.

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E-rate Specialist:
Timothy Jones
541.812.2633
Email

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