E-Rate Readiness Checklist
Plan for FY2027 Now. Give Yourself a Head Start.
USAC’s new competitive-bidding portal is expected to change the E-Rate procurement process beginning in FY2028. That makes FY2027 an important year to prepare.
You don’t need to have every answer today. But planning ahead in FY2027 can help your school or district identify potential gaps, strengthen existing processes, and get ready before new requirements and workflows are added to the mix.
Our E-Rate Readiness Checklist helps school and district IT leaders assess technology needs, procurement requirements, documentation, compliance, and long-term planning—all with an eye toward being better prepared for the changes ahead.
Download the checklist to see what’s covered, identify what needs attention, and start preparing in FY2027 for a smoother transition to FY2028.
Get the E-Rate Readiness Checklist
What’s Inside
Your E-Rate gut check, minus the guesswork.
Use the checklist to review:
- Category 1 and Category 2 needs
- Form 470 and competitive-bidding requirements
- Form 471 and ongoing compliance
- Procurement and recordkeeping practices
- Infrastructure and security readiness
- Multi-year technology and E-Rate planning
Because discovering a gap now is a lot better than discovering it when you’re on a deadline.
Plan ahead. Don’t just buy ahead.
Preparing in FY2027 doesn’t mean every project needs to move forward early. Your infrastructure needs, equipment lifecycles, budgets, contracts, and long-term technology plans should still guide your decisions.
The checklist gives you a practical way to assess where you stand, identify what may need attention, and prepare for the FY2028 changes ahead.