{"id":754,"date":"2014-03-07T11:27:50","date_gmt":"2014-03-07T11:27:50","guid":{"rendered":"http:\/\/erate-development.caiu.org\/?page_id=754"},"modified":"2026-04-24T11:03:50","modified_gmt":"2026-04-24T15:03:50","slug":"helpful-documents","status":"publish","type":"page","link":"https:\/\/e-ratepa.org\/?page_id=754","title":{"rendered":"Helpful Documents"},"content":{"rendered":"<p>The following documents have been created by the PA E-rate Coordinator and are provided to assist PA schools and libraries with filing their E-rate applications.<\/p>\n<h4><strong>Discounts, Category 2 Budgets and EPC:<\/strong><\/h4>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/02\/Final-Official-Oct-2025-Data-from-PDE-To-USAC.xlsx\" class=\"mtli_attachment mtli_xlsx\">Final Official Oct 2025 Data from PDE &#8211; To USAC<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2020\/07\/One-Portal-MFA-Set-Up-Guide.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #202124;\">One Portal Multi-Factor Authentication Set-Up Guide<\/span><\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/12\/EPC-How-To-Guide-as-of-Dec-2025.pdf\" class=\"mtli_attachment mtli_pdf\">EPC Admin Guide &#8211; Logging In\/Updating AAs\/Adding &#8211; Removing Users\/Consultants<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=12411\">IU Discount Calculation Guidance<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/01\/Guide-to-Requesting-Invoice-Deadline-Extension.pdf\" class=\"mtli_attachment mtli_pdf\">Guide to Entering Enrollment-NSLP and C2 Budget Data in EPC &#8211; FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?page_id=743\">Discount Calculations<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr \/>\n<h4><strong><br \/>\nForm 470 Filing and Competitive Bidding:\u00a0<\/strong><\/h4>\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/10\/FY2026-C1-Bidding-Status.xlsx\" class=\"mtli_attachment mtli_xlsx\">FRN Rebidding Status for FY 2026 C1<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/Category-2-RFP-Sample-1.docx\" class=\"mtli_attachment mtli_docx\">Category 2 RFP &#8211; Sample 1 <\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/Category-2-RFP-Sample-2.docx\" class=\"mtli_attachment mtli_docx\">Category 2 RFP &#8211; Sample 2 <\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/8-5-RFP-Form-470-Narrative-Guide-FY-2023-PA-NEW.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">RFP &amp; Form 470 Narrative Guide &#8211; FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/FY2026-Form-470-Workshop-Cat-1.pdf\" class=\"mtli_attachment mtli_pdf\">Category 1 Form 470 Filing Guide &#8211; FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/FY2026-Form-470-Workshop-Cat-2-Eligibility-Bidding-Guide-Public-Schools.pdf\" class=\"mtli_attachment mtli_pdf\">Category 2 Eligibility &amp; Bidding Guide for Public Schools &#8211; FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/FY2026-Form-470-Workshop-Cat-2-Eligibility-Bidding-Guide-Non-Public-Schools-and-Libraries.pdf\" class=\"mtli_attachment mtli_pdf\">Category 2 Eligibility and Bidding Guide for Non-Public Schools and Libraries &#8211; FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/01\/PEPPM-E-Rate-Bidding-Guide-2026.pdf\" class=\"mtli_attachment mtli_pdf\">PEPPM Mini-Bid Filing Guide &#8211; FY 2026\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/10\/CABIO-Bidding-Exemption-Guide-FY-2026.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">CABIO Internet Bidding Exemption Option<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/01\/Bid-Matrix-and-Sample-Letter-Cat-1-Cat-2.docx\" class=\"mtli_attachment mtli_docx\" target=\"_blank\" rel=\"noopener\">Bid-Matrix-and Sample-Letter-Cat-1-Cat-2<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2020\/10\/4-4-Fiber-Eligibility-2021.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Fiber Eligibility Guide\/FAQs<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/4-7-Fiber-Questions.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Special Construction PIA Questions for Fiber Networks<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=35827\">Reviewing and Evaluating Vendor Bids\/Proposals \u2013 FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=35844\">Contract Guidance for E-rate Eligible Services\/Equipment \u2013 FY 2025<\/a><\/li>\n<\/ul>\n<hr \/>\n<h4><strong><br \/>\nForm 471 Filing:\u00a0<\/strong><\/h4>\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=35845\">Creating New Contract Records Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=35846\">Creating New Contract Records for PEPPM Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/01\/Form-471-Filing-Guide-Category-1-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\">Category 1 Form 471 Filing Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/03\/Form-471-Filing-Guide-Category-2-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\">Category 2 Form 471 Filing Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=33043\">Bulk Upload Tool for Internal Connections FRNs<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/02\/Top-Form-471-Filing-Tips-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\">Top 34 Form 471 Filing Tips FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/03\/RAL-Modifications-Guide-FY-2026.pdf\" class=\"mtli_attachment mtli_pdf\">How to Modify\/Cancel FY 2026 Submitted Form 471 Applications<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/?p=30291\"><span style=\"color: #44546a;\">Filing Guidance When Transitioning to a New Broadband Service<\/span><\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/04\/FCC-Waiver-Request-Filing-Instructions-FY-2026.docx\" class=\"mtli_attachment mtli_docx\">How To File FCC Form 471 Window Waiver Request<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/04\/Form-471-Deadline-Waiver-Letter-FY-2026.docx\" class=\"mtli_attachment mtli_docx\">Form-471-Deadline-Waiver-Letter-FY-20261\u00a0<\/a><\/li>\n<li><a title=\"Original URL: https:\/\/www.ohio-k12.help\/?mailpoet_router=&amp;endpoint=track&amp;action=click. Click or tap if you trust this link.\" href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/04\/RAL-Correction-Steps-to-Change-Invoicing-Method.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener noreferrer\" data-auth=\"NotApplicable\" data-linkindex=\"0\" data-olk-copy-source=\"MessageBody\">RAL Correction &#8211; Steps to Change Invoicing Method<\/a><\/li>\n<\/ul>\n<hr \/>\n<h4><strong><br \/>\nPIA Review, Funding Commitments, E-rate Purchasing &amp; Audits:<\/strong><\/h4>\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/02\/PIA-Review-Guide-FY-2026.pdf\" class=\"mtli_attachment mtli_pdf\">PIA Review Guide FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/04\/FCDL-Guide-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\">Funding Commitment Decision Letter (FCDL) Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/11\/Equipment-Purchasing-Guide-FY-2026.pdf\" class=\"mtli_attachment mtli_pdf\">Category 2 Equipment Purchasing Guide FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/Beneficiary-Initial-Request-List.xlsx\" class=\"mtli_attachment mtli_xlsx\" target=\"_blank\" rel=\"noopener\">Documents Required for a BCAP Audit<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/PQA-Initial-Audit-Document-List.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Documents Required for PQA Audit<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/Beneficiary-Internal-Controls-Questionnaire.docx\" class=\"mtli_attachment mtli_docx\" target=\"_blank\" rel=\"noopener\">Audit Internal Controls Questionnaire<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2024\/10\/Hotspot-Inventory-Template.xlsx\" class=\"mtli_attachment mtli_xlsx\">Hotspot Asset Inventory Template<\/a><\/li>\n<\/ul>\n<hr \/>\n<h4><strong><br \/>\nForm 486, Form 479, Form 498, and Form 472 BEAR Reimbursements:\u00a0<\/strong><\/h4>\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/05\/Form-486-Filing-Guide-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\">Form 486 Filing Guide FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/Form-479-Filing-Guide-for-Consortia-Leads.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #202124;\">Form 479 Filing Guide<\/span><\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/479-Fill-In.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Form 479 Fill-In Version &#8211; FY 2022<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/479-Fill-In-FY-2023.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Form 479 Fill-In Version &#8211; FY 2023<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/CIPA-for-Libraries-Dec-2021-updated.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">CIPA Guide for Libraries<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/01\/Form-472-BEAR-Filing-Guide.pdf\" class=\"mtli_attachment mtli_pdf\">Form 472 BEAR Filing Guide<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/01\/Guide-to-Requesting-Invoice-Deadline-Extension-1.pdf\" class=\"mtli_attachment mtli_pdf\">Invoice Deadline Extension Request Guide<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/Asset-Register-Sample.xlsx\" class=\"mtli_attachment mtli_xlsx\">Asset Register Sample<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2026\/04\/Form-498-Filing-Updating-Guide-UEI-Banking-Info-Update.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Form-498-Filing-Updating-Guide-UEI &amp; Banking Info<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/Form-473-SPAC-User-Guide.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">Vendor Form 473 SPAC User Guide<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/UEI-SAM-EIN-Requirements-for-E-rate.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">UEI\/SAM.gov\/EIN Requirements for E-rate<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/08\/Invoice-Mode-Change-Guide.pdf\" class=\"mtli_attachment mtli_pdf\">Invoice Mode Change Guide<\/a><\/li>\n<\/ul>\n<hr \/>\n<h4><strong><br \/>\nGeneral:\u00a0 \u00a0<\/strong><\/h4>\n<ul>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2020\/10\/2-2-Arrows-Flow-Chart-New-Contract-2021.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">E-rate Flowchart \u2013 New Contracts<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2020\/10\/2-2-1-Arrows-Flow-Chart-Existing-Contract-2021.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">E-rate Flowchart \u2013 Existing Contracts<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2024\/12\/E-rate-Timeline-FY-2025.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">E-rate Application Cycle \u2013 FY 2025<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2014\/03\/E-rate-Onboarding-Guide-Jan-2022.pdf\" class=\"mtli_attachment mtli_pdf\" target=\"_blank\" rel=\"noopener\">E-rate Onboarding Guide<\/a><\/li>\n<li><a href=\"https:\/\/e-ratepa.org\/wp-content\/uploads\/2025\/02\/Library-Open-Records-Law-Presentation-2024.pdf\" class=\"mtli_attachment mtli_pdf\">PA Library Open Records Presentation 2024<\/a><\/li>\n<\/ul>\n<hr \/>\n\n<div class=\"twitter-share\"><a href=\"https:\/\/twitter.com\/intent\/tweet?via=eratepenn\" class=\"twitter-share-button\" data-size=\"large\">Tweet<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The following documents have been created by the PA E-rate Coordinator and are provided to assist PA schools and libraries with filing their E-rate applications. Discounts, Category 2 Budgets and EPC: Final Official Oct 2025 Data from PDE &#8211; To USAC One Portal Multi-Factor Authentication Set-Up Guide EPC Admin Guide &#8211; Logging In\/Updating AAs\/Adding &#8211; [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"page-full.php","meta":{"footnotes":""},"class_list":["post-754","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/pages\/754","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=754"}],"version-history":[{"count":0,"href":"https:\/\/e-ratepa.org\/index.php?rest_route=\/wp\/v2\/pages\/754\/revisions"}],"wp:attachment":[{"href":"https:\/\/e-ratepa.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}