E-Rate Step-by-Step
The table below shows the basic steps of the E-Rate application process including typical timelines, links to forms and information on the SLD website, and brief descriptions of each step. Filing an application takes approximately twelve (12) months (to apply for funding for the subsequent twelve (12) months).
Important: The following information is meant to be used as a guideline or starting point to give a general overview of the process. Actual timelines are very important and are subject to changes by the SLD. It is your responsibility to check their web site often to get updated information and timelines. If you have questions you should go to the Schools and Libraries Division (SLD) website or contact their help line at 1-888-203-8100. (Examples of E-Rate forms for Funding of School Loop).
Remember, you may also use an independent consultant who specializes in assisting schools with E-Rate applications. (Need more help with E-Rate?)
| Timeline | Links to Forms & Process Details | Description of Process Steps |
| Before July | Determine Eligibility | All K-12 schools and libraries are eligible unless they are for profit, or have endowments exceeding $50 Million. |
| Before July | Technology Plan | Applicants are required to have a State approved Technology Plan before they can receive discounted services through E-Rate. |
| July - January | Form 470 | Applicants begin the E-Rate process by filing Form 470, which identifies requests for services such as E-Mail and Web Hosting services. The services requested should reflect the goals and priorities outlined in your technology plan. This action posts your requests on the Schools and Libraries Division (SLD) website to obtain competitive bids. |
| 29th calendar day after Form 470 is posted | Wait 28 Days | After the Form 470 is posted, applicants wait 28 days while service providers submit bids for the services requested. After this competitive process, applicants may then select a vendor and may sign contracts on or after allowable contract date, which is given to you when you submit your Form 470. |
| November – early-February (filing window) | Form 471 | Applicant files Form 471 with the SLD before the end of filing window to request the services awarded during the bidding process. This form also identifies each vendor selected, costs, and the discounts requested. |
| Spring Months | SLD Review | SLD reviews every application and contacts applicants for clarifications of their requests if necessary before the application is approved. |
| Spring Months (After SLD Review) | Funding Letter | SLD mails applicants and service providers Funding Commitment Decision Letters (FCDLs) that indicate approval/denial of requests. |
| July 1 or within 120 days after Funding Letter | Form 486 | After receiving the funding letter, applicants submit Form 486 to SLD for each funding request to “turn-on funding” and certify compliance with the Children’s Internet Protection Act. |
| July 1 or after Form 486 Notification Letter | Reimbursement | Applicants work with the service provider(s) and opt to receive reimbursements by check or by discounted bills. |