The first step in the E-rate process is to develop a technology plan. These articles will help you take your first step in the right direction.
Applicants should remember to evaluate the technology plan on an annual basis and make revisions if necessary. If an applicant finds that their school’s technology needs have changed beyond the scope of the approved plan, a new plan should be prepared and submitted for approval. Approved plans should include provisions for evaluating progress towards the plans goals.
The role of your E-rate service providers in technology planning must be limited. Service providers can offer advice on how technology can be leveraged to meet a school's educational goals. However, the service provider cannot write the technology plan or serve in the group or committee that is responsible for developing the technology plan.
If a service provider is inappropriately involved in the development of a technology plan, any E-rate funding requests that are based upon the technology plan will be denied.
When applying for E-rate discounts on any Priority 1 services, a technology plan is not required. However, if an applicant is applying for E-rate discounts for services/products under the Internal Connections and/or Basic Maintenance of Internal Connections (Priority 2 services) categories, a technology plan is required.
Note: The FCC Sixth Report and Order changed the technology plan requirements. When applying for E-rate discounts on any Priority 1 services, a technology plan is no longer required.
To meet the requirements set out by US AC and the FCC, a technology plan must contain these four elements:
Receipt of Service Confirmation Form
The main purpose of the Form 486 is to notify USAC that services have begun on an approved funding commitment. The form is also where an applicant makes certifications related to their CIPA compliance and technology plan approval.
