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Keeping on Track
Notices and Tasks for the Current Funding Year:
FY2023 (7/1/23-6/30/24)
E-Rate Step 4: Funding Approval
E-Rate Step 5: Bill Payment
  • FY2023File a Form 486 in EPC to indicate the start of services
  •  
    Resource: UPDATED [PDF]FY2023 Form 486 How to Guide
    Constraints: cannot be filed until an FCDL has been issued
    Deadline: October 29, 2023 if FCDL is dated July 1, 2023 or earlier
    or
    120 days from date of FCDL if dated after July 1, 2023
E-Rate Step 6: Filing for a Refund
     
    Resource: [PDF]Form 498 How to Guide
    Constraints: you cannot file a BEAR form for FY2023 until you have an approved 498ID
    Deadline: before first FY2023 BEAR
  • FY2023File BEARs for reimbursements for products and services
  •  
    Resource: [PDF]Form 472 BEAR How to Guide
    Constraints: cannot be filed until a Form 486 is filed and you have an approved 498 ID
    Deadline: October 28, 2024

Notices and Tasks for the Next Funding Year:
FY2024 (7/1/24-6/30/25)
 
E-Rate Step 1: Making a Plan
  • FY2024File a Form 470 in EPC to identify desired products and services
  •  
    Resource: UPDATED[PDF]FY2024 Form 470 How to Guide
    Deadline: February 28, 2024 is the last day to post a Form 470 in EPC or attach an RFP
  • FY2024Next steps after filing the Form 470
  • FY2024Form 470 Wrap-Up Step 1: Selecting Vendors
  •  
    Constraints: before selecting a vendor, you must wait at least 28 days after the date the Form 470 is filed and the date the RFP is issued, whichever is later
  • FY2024Form 470 Wrap-Up Step 2: Signing Contracts
  •  
    Constraints: before signing a contract, you must wait at least 28 days after the date the Form 470 is filed and the date the RFP is issued, whichever is later
E-Rate Step 3: Applying for Funding
  • FY2024Update your EPC Profile during the Administrative Window
  •  
    Resource: UPDATED[PDF]Update Your EPC Profile
    Constraints: The Administrative Window is a designated timeframe during which applicants can update their EPC profiles for the next funding year. Profile data will be locked down after the window closes and cannot be changed.
    Window: October 24, 2023 - January 15, 2024
  • FY2024File a Form 471 in EPC to request E-Rate funding
  •  
    Resource: EPC Guides for Form 471 Prep and Filing Forms for C1 and C2
    Constraints: cannot be filed until 29 days after Form 470 is filed
    Window: January 17, 2024 (12:00 Noon EST) - March 27, 2024 (11:59 PM EDT)