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E-Rate Compliance Tracking System

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Contacts from all school accounts

Contact NameSchoolTitleEmailPhoneRole

Reports

Export portfolio data to Excel — filter by year, AM, status, and more

FRN Funding Report

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472 BEAR Invoice Report

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Settings

Manage templates, users, and service options

Email Templates
Template NameSubjectPreview

Admin

System administration, automation, audit, and user management

Audit Log
TimestampUserAction TypeDescriptionAffected School
⚠️ Admin access grants full system access including user management, settings, and all accounts. Grant carefully.
Account Managers
NameEmailRoleAssigned AccountsStatusDisbursement AccessAI AccessActions
Variables
ℹ️ These values control E-Rate budget calculations throughout the app. Changes take effect immediately after saving.
Settings Permissions

Calendar

Leads Pipeline

Prospective accounts — track schools you are working to sign as clients

Archived Accounts

Read-only archive for E-Rate 10-year record retention

← Home Account

School Information
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📄 SLA Information

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Has Incentive Invoice

Incentive Invoice is triggered when total USAC disbursements exceed the threshold. Rate applies to the amount above the threshold only.

School Contacts
Contact NameTitleEmailPhoneRole

📝 Notes

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🕓 Account Activity
TypeDetailAuthorDate / TimeActions

🔗 Lifecycle History

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Funding Status
ℹ️ Form 471 #, FRN, Service Provider, SPIN, and Description are pulled from the Form 471 tab and BEN Lookup history. Disbursed amounts are fetched from USAC when the tab loads.
471 #FRNSPSPINDescriptionStatusCatMonthlyOne-TimeTotal%Total CommittedFCDL CommittedDisbursedTypeNotesDoneHide

📡 E-Rate Application History (USAC) ℹ️

2023 – 2025
YearRequested AmountCommitted C1Committed C2Total CommittedTotal DisbursedRemaining Balance% Disbursed
Cat 1 vs Cat 2 Committed
Category One Services
ServiceCurrent ProviderAgreement Exp. QtyDescriptionMin CapMax Cap Form 470Install/ConfigMaint/Support # ExtensionsLast Exp. DateFile ✓
Category Two Services
ServiceCurrent ProviderAgreement Exp. Form 470QtyDescription Install/ConfigMaint/Support # ExtensionsLast Exp. DateFile ✓
📝 Form 470 / Competitive Bidding
Comments
Internal Comments
Form 470 / Competitive Bidding
Actions471 Identifier471 #Status Posted DateFRNs471 Submitted ByConfirmation Letter Date
Form 472 / BEAR Invoices
BEAR Invoice #Nickname# Line ItemsDate CreatedStatus
Form 500 Tracking
Form 471 NumberReasonDate FiledStatusNotes
Sites
Site NameEntity #Site TypeAddressCityStateZipFacility
Enrollment Calculations
ℹ️ Non-NIF sites from the Sites table appear here. Edit enrollment data per funding year.
Site NameEntity #Site Type AddressCityStateZip EnrollmentNSLP EligibleCEPCEP ISP % NSLP % (CEP)CEP Base YrCEP Expires% Eligible
C2 Budget
0 students enrolled
Total: $0.00
Applied: − $0.00
Remaining
$0.00
📊 E-Rate Discount Calculator
Total Students Enrolled—
Total NSLP-Eligible (effective)—
NSLP Percentage—
Urban / Rural Status—
Category 1 Discount—
Category 2 Discount—
Client Tasks
📋 Tasks assigned here are visible to the client in their portal.
Client Documents
📂 Documents uploaded by the client appear here automatically.
File NameTypeSizeUploaded ByDate UploadedActions
Send Alert
Alert History
DateTypeMessageSent By
PIA Inquiries
DescriptionForm 471FRNInquiry DateDue DateClosed DateStatusSLD ReviewerResponse
Documents
📤

Click to upload documents

PDF, Word, Excel — any file up to 20MB
File NameTypeSizeUploaded ByDate Uploaded
Funding Report
Form 471 #FRNService ProviderSPINDescriptionStatusCatMonthlyOne-TimeTotalCommitted
Form 471 — Services Ordered
471 Identifier471 #StatusPosted DateFRNsSubmitted ByConfirmation Date
Activity Timeline
Calendar
Contracts
Contract #SPINService ProviderForm 470AwardedStartEndMonthly CostMonthly QtyOne-Time Cost# Bids# ExtensionsDate Expires
← Back to Form 471 Account
› FRN Detail

FRN Detail

← Back to Form 470 Account
› Form 470 Detail

Form 470 Services

📋 Services included in this Form 470. These were transferred from Pending Services.
#CategoryServiceProvider QtyDescriptionMin CapMax Cap Install/ConfigMaint/Support# ExtLast Exp Date
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