e-Rate Worksheets and Forms

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This page contains several forms that are commonly used for planning and document retention.

Technology Plan Matrix
A Planning tool for districts that outlines the required technology plan components for both e-Rate and Ed-Tech.

Technology Plan Cover Sheet
The required cover sheet for Technology Plan submissions.

Technology Plan Budget Worksheet
This worksheet is often helpful for districts to use to meet the budget reporting requirement of the Technology Plan.

Document Retention Checklist
This is a list of documents that the e-Rate Coordinator should have on hand (or know where to find) in the event of a review or audit.

USAC Forms Page
This page contains links to printable application forms and instructions in the event that a district chooses to file on paper instead of electronically.

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