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The Miller Institute
for Learning with Technology
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"E-Rate" is a commonly used term to refer to the U.S. Federal government's "Universal Service" program, which provides substantial discounts on telecommunications, Internet and technology products and services for schools and libraries.
For more details, check out one of these recent presentations by LearningTech founder Mark Miller: Oregon E-Rate Presentation or Arizona E-Rate Presentation
All K-12 schools and libraries unless for-profit or with a >$50M endowment. A properly prepared application is good for a minimum 20% discount, even for well-do-to schools. Your discount level is derived from your free/reduced lunch percentage, with 0% free/reduced lunch qualifying for 20% discount, up to a maximum of 90% discount.
There are 3 levels of funding available and different criteria for each level.
There is NO upper bound on the amount requested, but your plan must show that you are ready to pay for your share plus corresponding ineligible but necessary costs such as proper power for the equipment acquired and staff development for teachers.
There are 12 steps. Some are non-trivial and require separate follow-through. For example, your technology plan (required except for POTS-only) must exist at the time you BEGIN the process. However, the plan needs to be at LEAST county-certified and ideally state-certified, which offers more funding opportunities, later (typically July 1) in the process. The whole process is complex and error-prone, so consider using a consultant.
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There are many sources of information about this program on the Internet. The definitive source is the USAC Schools and Libraries web site, which describes E-Rate and provides detailed information and the latest news.
You can find out even more details in one of these comprehensive, updated presentations by LearningTech founder Mark Miller: Oregon E-Rate Presentation or Arizona E-Rate Presentation.
You can also send us electronic mail, here: erate@learningtech.org.
The Miller Institute for Learning with Technology is committed to assisting educational institutions in gaining access to the necessary resources for a modern network infrastructure. Therefore, we assist many of our clients with grant applications including the "E-Rate" program. The E-Rate application process is complex and can be intimidating; hence, many schools do not realize the significant discounts to which they would be entitled under this program. Unfortunately, due to the seasonal high workload and critical deadlines, we are unable to accept new E-Rate clients from November through February. Preparing a proper application requires several months, so we encourage interested schools to start early, preferably engaging our services by early summer for funding to start in the following fiscal year.
During recent years, we have helped our clients qualify for millions of dollars in Federal subsidies for technology and telecommunications through E-Rate, to the benefit of many thousands of students, often in the most impoverished neighborhoods in our communities. Our efforts typically also included the preparation of county- and state-certified Technology Plans. Certified plans are also useful in seeking other sources of funding; for example, CA's EETT Formula Grants are then automatic until the plan expires. We have also broken new ground in working with Charter Management Organizations [CMOs] in obtaining E-Rate funding for new charter schools scheduled to open during the upcoming funding year -- their first year of operation -- when funding is needed most. Our track record for successful applications, as a ratio of funds requested versus funds committed, is extremely high; and we are diligent in ensuring that committed funds are then actually realized, one area where significant funds are often lost by schools, such as by forgetting to submit key forms later in the process.
The following schools, districts, or consortia are currently active E-Rate clients. We are now involved with projects in Arizona, California, and Oregon, with additional projects planned in several other states. We also prepare Technology Plans for schools and non-profit organizations that are not seeking E-Rate funding, along with providing many other services relating to educational technology. We will be pleased to provide detailed client references for both our current and our past E-Rate projects, to seriously interested schools, districts, libraries, and consortia, upon request.