The vendor is required to provide fixed rate e-rate compliance consulting services that include program planning, procurement process and application reviews, funding and financial services with the objective of maximizing e-rate discounts and reimbursements.
• Client information: organization, individual contact name, phone number, and email address, estimated number or schools, estimated number of students.
• A detailed description of the project scope and specific tasks performed by the consulting firm.
• Quantifiable details regarding the benefit of the services to the client, such as increased reimbursement, successful appeals, successful audit results, etc.
• Sample work products produced by the consulting firm for similar projects (e. g. monthly reports, email communications, status updates, percentage of successful funding requests, etc.)
- Comprehensive e-rate consulting services
• Provide comprehensive consulting services to support the district’s implementation of the federal e-rate program.
• Evaluate the district’s’ existing technology and telecommunications needs and operations through discussions and periodic on-site visits; as a result of the evaluations, make recommendations as to eligible services to maximize e-rate discounts and reimbursements.
• Consult with the client to determine the filing strategy that best suits the needs of the district.
• Review and provide assistance with developing, monitoring, and evaluating proposals, competitive solicitations, or contract documents to ensure compliance with e-rate requirements.
• Proactively communicate status updates of the district’s program participation, upcoming deadlines and changes to e-rate program requirements.
- Pre-application planning: on an annual basis and sufficiently in advance of the opening of the e-rate application filing window the proposer, working with designated district staff, will:
• Develop a task/assignment list and calendar for the preparation of the district’s e-rate applications;
• Review and, if necessary, update the list of the district’s facilities, identify those eligible for program support, and verify that all required billed entity information is correct and on file with the division and/or within the e-rate productivity center (EPC);
• Review and determine the applicability of the district’s technology plan to the e-rate funding year, if necessary;
• Identify, review, and determine the applicability of the district’s existing e-rate- eligible contracts to the e-rate funding year;
• Assist the district in creating a calendar for any necessary procurement processes in order to meet program deadlines; and
• Assist in any other planning activities necessary to ensure the district’s desired level of participation in the program.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: May 12, 2025