Resources & Manuals

This page provides quick access to essential E-Rate reference materials, tools, and manuals designed to support applicants, service providers, and consultants throughout the E-Rate process.

Use these resources to find definitions, reference program requirements, track application status, and better understand E-Rate workflows. 


📘 Reference Guides

E-Rate Glossary of Terms (PDF)

A comprehensive reference guide defining common E-Rate terminology, FCC forms, and program concepts used by USAC and the FCC.

Best for:

  • New E-Rate participants

  • Training and onboarding

  • Clarifying acronyms and compliance language

👉 Download: E-Rate Glossary of Terms


🧰 Tools & Worksheets

Form 471 Status Descriptions (Excel)

A practical reference tool outlining common FCC Form 471 statuses encountered during the Program Integrity Assurance (PIA) review process.

Best for:

  • Monitoring Form 471 progress

  • Interpreting status updates

  • Supporting post-submission follow-up

👉 Download: Form 471 Status Descriptions


🛠 Service Provider Resources

EPW Capabilities for Service Providers (PDF)

An overview of E-Rate Profit Works tools and capabilities designed to support service providers throughout the E-Rate lifecycle.

This resource covers:

  • Pre-470 lead development

  • Item 21 Attachment access and reporting

  • Form 470 and Form 471 notifications

  • Invoicing workflows and disbursement tracking

👉 Download: EPW Capabilities for Service Providers


📘 FY2026 Eligible Services List (PDF)

The official FCC/USAC Eligible Services List for Funding Year 2026, outlining which services and equipment are eligible for E-Rate discounts.

Best for:

  • Confirming service eligibility
  • Procurement planning
  • Vendor response preparation
  • Compliance review

👉 Download: FY2026 Eligible Services List (USAC PDF)


🧰 C2 Budget Tool

An interactive tool designed to help applicants and service providers review and understand Category Two (C2) budget availability and historical funding usage.

Best for:

  • Category Two planning
  • Budget validation
  • Pre-bidding and procurement strategy

👉 Download the C2 Budget Tool


📄 E-Rate Required Document Retention Sheet (Excel)

Use this sheet to track E-Rate documentation retention timelines and audit readiness (recommended 10-year retention).

👉 Download: E-Rate Document Retention Sheet


Looking for Guidance?

These resources are designed for quick reference and download. For explanations, best practices, and real-world application of these tools, explore our Tools & Process Guidance and Expert Perspective articles in the News & Resources section.

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