Johnny Key

Commissioner of Education

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What records must I retain when applying for E-Rate and how long must I maintain them?


Documentation for E-Rate must be maintained for 5 years from the last date services where received. An entity making application for the 2007-2008 funding year should retain records until June 2013. Most documents, methods, procedures, quotes and bids, including responses to the Form 470 which were rejected must be maintained.

Technology Plan(s) and copies of the Forms, attachments and letters submitted and received from the SLD and service providers also should be maintained. A documentation checklist is available on the USAC website.

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