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Training Guides for USAC's EPC Portal
Getting Started with EPC
"Must Do" First Task
Task File Type Size
Establish the EPC Acct Admin PDF 1.10 MB
 
Acct Admin Tasks
Task File Type Size
Create a New User PDF 1.14 MB
Change the Account Administrator PDF 1.57 MB
Change the General Contact PDF 1.55 MB
Manage User Permissions PDF 1.11 MB
 
 
Getting Acclimated
Topic File Type Size
Logging Into EPC the First Time PDF 1.40 MB
Navigating the EPC Portal PDF 3.14 MB
Finding Forms and Notifications PDF 1.08 MB
 
 
Miscellaneous
Topic File Type Size
File a Customer Service Case PDF 2.20 MB
What to Do When the AA Has Left PDF 79.3 KB

EPC Forms and Related Processes

1

Form 470 File Type Size
UPDATEDFY2018 Form 470 How to Guide PDF 1.82 MB
 

2

EPC Profile Administrative Window File Type Size
Update Your EPC Profile PDF 7.24 MB

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 Size
Do this first: Complete Connectivity Questions PDF 5.58 MB
Filing for a contracted service?
Do this next: Contracts Module
PDF 10 MB
File the Form 471: PDF
29.9 MB

27.6 MB

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 Size
Form 471 Receipt Acknowledgment Letter (RAL) Guide PDF 9.98 MB
PIA Review Guide PDF 3.06 MB
Funding Commitment Decision Letter (FCDL) Guide PDF 2.07 MB
Revised Funding Commitment Decision Letter (RFCDL)
only applicable if you filed an appeal or a request for a SPIN change or service substitution
PDF 257 KB
 

5

Form 486 File Type Size
FY2016 Form 486 How to Guide PDF 7.67 MB
 

6

Form 498 File Type Size
Form 498 How to Guide PDF 7.03 MB

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 Size
Form 472 BEAR How to Guide PDF 1.02 MB

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

BEAR forms are not filed in EPC.