Applying for E-rate funding? Filing Form 471 is essential, but it’s easy to trip up on the process, especially if you’re new to it. Here are five common mistakes to watch for—and some straightforward tips to help you avoid them!
- Including Ineligible Services
It’s easy to accidentally request funding for ineligible items, especially with complex services. Before listing anything, review the Eligible Services List to make sure each item qualifies. A quick check here saves time (and headaches) later! - Incorrect Cost Allocations
Ever heard of “mixed-use” services? These combine eligible and ineligible items, and getting the cost split wrong is a common slip. Make sure you allocate accurately, keeping only eligible portions in your request. If it’s a gray area, reach out for clarification so you’re not caught off guard. - Skipping Key Documentation
When it comes to E-rate, documentation is your best friend. Contracts, bidding records—keep all of it! Missing paperwork can delay or jeopardize funding, so create a checklist of required documents. An organized file can make the whole process a lot easier. - Neglecting the Form 470 Timeline
Form 470 must be posted for at least 28 days before selecting a vendor and filing Form 471. Forgetting this timeline can derail your application. Mark these dates on your calendar and set reminders to stay on track. - Skimping on the Narrative Section
The narrative section isn’t just a formality—it’s where you explain why your request matters. Outline the benefits to students and staff and how the services support your educational mission. A compelling, clear story can make your application stand out.
Following these tips will help keep you on the right path to successful E-rate funding. The E-rate journey can feel complex, but with these common pitfalls in mind, you’ll be better prepared to secure funding for your school or library. Happy filing!
