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Keeping on Track
Notices and Tasks for the Current Funding Year:
FY2017 (7/1/17-6/30/18)
E-Rate Step 4: Funding Approval
E-Rate Step 5: Bill Payment
  • FY2017File a Form 486 in EPC to indicate the start of FY2017 services
  •  
    Resource: UPDATED[PDF]FY2017 Form 486 How to Guide
    Constraints: cannot be filed until an FCDL has been issued
    Deadline: October 29, 2017 if FCDL is dated July 1, 2017 or earlier
    or
    120 days from date of FCDL if dated after July 1, 2017
E-Rate Step 6: Filing for a Refund
  • FY2017File a Form 498 in EPC in preparation for receiving FY2017 reimbursements via direct deposit
     Note: a new form is not required for FY2017 if you previously filed one and have an approved 498 ID
  •  
    Resource: [PDF]Form 498 How to Guide
    Constraints: you cannot file a BEAR form for FY2017 until you have an approved 498 ID
    Deadline: before first FY2017 BEAR
  • FY2017File BEARs for reimbursements for FY2017 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, 2018

Notices and Tasks for the Next Funding Year:
FY2018 (7/1/18-6/30/19)
 
E-Rate Step 1: Making a Plan
  • FY2018File a Form 470 in EPC to identify desired products and services
  •  
    Resource: UPDATED[PDF]FY2018 Form 470 How to Guide
    Deadline: February 22, 2018 is the last day to post a Form 470 in EPC or attach an RFP
  • FY2018Next steps after filing the Form 470
  • FY2018Form 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
  • FY2018Form 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
  • FY2018Update 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: Closes January 10, 2018 at 11:59 PM EST
  • FY2018File 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 11, 2018 at 12:00 Noon EST - March 22, 2018 at 11:59 PM EDT