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Training Guides for USAC's EPC Portal
Getting Started with EPC
"Must Do" First Task
Task File Type
Establish the EPC Acct Admin PDF
 
 
 
Miscellaneous
Topic File Type
File a Customer Service Case PDF
What to Do When the AA Has Left PDF

EPC Forms and Related Processes

1

Form 470 File Type
UPDATEDFY2018 Form 470 How to Guide PDF
 

2

EPC Profile Administrative Window File Type
Update Your EPC Profile PDF

The Administrative Window is a designated timeframe to update your EPC profile, especially your member schools and the data that will be used on the Form 471 to calculate E-Rate discounts.

Following this period, profile data is locked and cannot be changed until after the Form 471 filing window has closed.

 

3

Form 471 File Type
Do this first: Complete Connectivity Questions PDF
Filing for a contracted service?
Do this next: Contracts Module
PDF
File the Form 471: PDF

The Form 471 uses information from various parts of the portal. While you can leave the form as you are creating it to enter these components and then return to the in-process form, it is much easier to complete these sections up front before starting the actual form.

 

4

Form 471 After Actions File Type
Form 471 Receipt Acknowledgment Letter (RAL) Guide PDF
PIA Review Guide PDF
Funding Commitment Decision Letter (FCDL) Guide PDF
-
OPTIONAL Post-Filing and Post-Commitment Actions File Type
SPIN Changes
only applicable if you need to change the SPIN listed on a RAL or FCDL
PDF
Service Substitutions
only applicable if you need to change the product/service listed on a RAL or FCDL
PDF
Form 500
only applicable if you need to change the service start date or the contract expiration date, cancel or reduce an FRN, request a service delivery extension, or notify USAC of an equipment transfer
PDF
Appealing a USAC Decision
only applicable if you wish to appeal a decision made by USAC, such as an FCDL commitment amount or denial of a funding request
PDF
Revised Funding Commitment Decision Letter (RFCDL)
only applicable if you filed a request for a SPIN change or service substitution, a Form 500, or an appeal
PDF
 

5

Form 486 File Type
UPDATEDFY2017 Form 486 How to Guide PDF
 

6

Form 498 File Type
Form 498 How to Guide PDF

A new Form 498 is not required if you already filed one for a previous funding year and have an approved 498 ID.

 

But wait, there's more!

7

Form 472 File Type
Form 472 BEAR How to Guide PDF

The BEAR form is listed here as a reminder that it is the final form.

BEAR forms are not filed in EPC.