What We Support
Full-cycle E-Rate program management paired with practical educational IT guidance and nonprofit operations advisory.
E-Rate Program Management
End-to-end management of your E-Rate funding cycle, from competitive bidding through invoicing.
USAC Compliance & Audit Support
Documentation and process discipline that holds up under USAC review, not just at filing time.
Educational IT Strategy & Advisory
Technology planning that matches your funding reality, not a generic infrastructure playbook.
Nonprofit & District Operations Advisory
Operational and governance support for organizations balancing mission with funding-agency scrutiny.
Program Support, End to End
E-Rate compliance is a year-round discipline, not a once-a-year filing exercise. Here's what that looks like in practice.
Filing & Deadlines
Form 470, 471, and 486 deadline tracking across the funding year
28-day competitive bidding window management
Application status monitoring and PIA response support
Funding-year calendar built around your entity's specific dates
Budget & Discount Management
Category One and Category Two budget tracking by site
Discount-rate calculation and verification
Multi-site and multi-entity budget allocation
BEAR and SPI invoicing reconciliation
Audit Readiness
Documentation practices built for USAC review from day one
Gift-rule threshold tracking and vendor-relationship documentation
NIFs cost-allocation review for shared services
Direct support if USAC opens an audit or inquiry
District & Vendor Coordination
Vendor evaluation against E-Rate eligibility rules
Multi-site technology rollout coordination
Consortium and shared-services coordination
Board and leadership reporting on program status
The Funding-Year Cycle
E-Rate runs on a fixed annual calendar with hard deadlines. We manage your program against that calendar, not a generic project plan.
Needs Assessment & Eligibility Review
Reviewing your entity's eligible services, budget position, and prior-year filing history before the funding cycle opens.
Starting from where you actually stand
Competitive Bidding & Form 470
Running a compliant bidding process and posting your Form 470 within the required window.
Getting the bidding process right
Application Filing & Documentation
Filing Form 471 with complete, audit-ready documentation from the start.
Filing clean the first time
Funding Commitment & Form 486
Confirming service delivery and filing Form 486 once funding is committed.
Turning approval into funded service
Invoicing & Ongoing Compliance
Managing BEAR/SPI invoicing and standing ready if USAC opens a review.
Staying compliant after the check clears
Timeline specifics vary by entity type and funding year. We build your program calendar around your actual filing history and deadlines, not a one-size-fits-all schedule.
Why Work With Us
Program expertise most consultants gloss over, paired with the compliance discipline USAC actually checks for.
E-Rate Program Expertise
Deep familiarity with USAC rules, including details like the 28-day competitive bidding rule and gift-rule thresholds that generalist consultants routinely miss.
Built-In Compliance Discipline
Audit-readiness treated as a starting condition, not an afterthought — documentation practices designed to hold up under USAC review from the first filing.
Technology-Enabled Program Management
The same team that builds custom automation tooling brings that capability to your budget tracking, filing calendar, and compliance reporting.
Direct Senior-Level Partnership
Work directly with the person managing your filing and your funding calendar. No rotating case team, no hand-offs between filing seasons.
Engagement Options
Flexible approaches to fit different needs — from a single audit response to full-cycle program management.
Annual Program Management
Full-cycle E-Rate support from competitive bidding through invoicing, year after year.
Audit & Compliance Support
Defined-scope engagement to prepare for, or respond to, a USAC review or audit.
Advisory & IT Planning
Technology roadmap and funding-cycle guidance without ongoing program management.
Every engagement starts with understanding your entity, your filing history, and your budget position. No pressure, no commitment required for initial conversations.