E-rate (Universal Service for Telecommunications Discounts Program) for Libraries

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Latest News and E-Rate Modernization Information

Program Information

What is the E-rate (Universal Service) Program?

On May 7, 1997, the Federal Communications Commission (FCC) adopted a Universal Service Order implementing the Telecommunications Act of 1996.  The Order, commonly referred to as "E-rate" (Education Rate) ensures that all eligible schools and libraries have affordable access to modern telecommunications and information services.  Up to $2.25 billion annually was authorized initially to provide eligible schools and libraries with E-rate discounts. The amount actually allocated by Congress for FY 1998 was $1.9 billion, but the full $2.25 billion was authorized each year from FY 1999 to FY 2009. Beginning in FY 2010 the funding cap was indexed for inflation based on the Domestic Product chain-type price index that the FCC already uses for other purposes.  During times of zero inflation or deflation, the funding cap will remain the same as the previous year.  The First E-Rate Modernization Order (July 2014) set a target of $1 billion dollars to be used for internal connections, such as Wi-Fi.  The Second E-Rate Modernization Order (December 2014) increased the funding cap to $3.9 billion, indexed to inflation.

What agency administers the E-rate Program?

In January 1999, the Universal Service Administrative Company (USAC) - which is the overall administrator of Universal Service Fund collection and distribution - merged with the Schools and Libraries Corporation (SLC) and the Rural Health Care Corporation (RHCC).  As a result of this merger, USAC created several divisions.  The Schools and Libraries Division (SLD) is responsible for administering the E-rate program for libraries and schools.

What types of libraries and library systems in New York State are eligible for discounts?

The following are eligible to apply for discounts:

  • public and association libraries (if they are members of a public library system);
  • not-for-profit special libraries (if they are members of a reference and research library resources system;
  • public library systems and reference and research library resources systems.

The following are also eligible for E-rate discounts as part of their school district, nonpublic school, BOCES, or Big 5 City Board of Education application:

  • public school library centers;
  • nonpublic school library centers;
  • school library systems.

What is the application process for eligible libraries and library systems in New York State?

Libraries and library systems submit their application for this program (Forms 470 and 471) directly to the Schools and Library Division (SLD).

What services are eligible for discounts?

Discounts can be applied to all commercially available telecommunications services, Internet connectivity, and internal connections. Beginning in 2015, support for voice services will be phased out. Support for broadband services and Category 2 services will be increased.

What is the level of discounts?

Discounts range from 20 percent to 90 percent, depending on economic need, location (urban or rural), and category of services.  The level of discounts for libraries is based on the percentage of student enrollment that is eligible for the National School Lunch Program or Community Eligibility Provision in the public school district in which the library is located.

USAC Eligible Services Overview external link

How many libraries and library systems in New York State received E-rate discounts for Program Years (PY) 1-18 (1998-2015)?

For each Program Year (1-18), an average total of 376 libraries and library systems in New York State received an average total of $10.9 million. The grand total received from the E-Rate Program for all years is over $197 million.

What is the status of Program Year 19 (2016) for libraries and library systems in New York State?

chart shows e-rate funding years 1-19The distribution of funding for Program Year 19 is still underway. To date, as of October 25, 2016, a total of 194 libraries and library systems have received just under $1 million. See the Support E-rate flyer.


How can I obtain more information?

You can get further information by contacting your library system. For additional information, see the links below to both the SLD and E-Rate Central web sites. You can also contact MaryAnne Waltz, New York State Library, Division of Library Development at (518) 474-1479.

Technology Plans

Beginning in funding year 2015, technology plans are no longer required for category two services. Current plans that have been filed with library systems are still in effect. All applicants should retain copies of their technology plans in case of future audits. The FCC now requires that applicants keep all e-rate documentation for 10 years.


New York State Library: MaryAnne Waltz, 518) 474-1479
E-Rate Central: Winston Himsworth (516) 801-7801
Schools and Libraries Division: Submit a question


Thursday, December 15: E-Rate training webinar. Win Himsworth and Caroline Wolf of E-Rate Central will be the presenters. The workshop is scheduled from 10:00 a.m.-12:00 noon.

This workshop is free and is intended primarily for library and library system staff from public libraries, public library systems and reference and research library resources councils who are planning to actively pursue E-rate discounts, want to find out about the program, are already receiving E-rate discounts but might have questions, apply for E-rate on behalf of the system and/or assist member libraries in completing the E-rate applications. 

The workshop will cover topics including an Overview of the E-rate Process; E-Rate Modernization Order Update; E-Rate Productivity Center (“EPC”) Portal; and Procurement and Contract Issues, among others.

The URL for the E-rate webinar session is : https://meetnydirect.webex.com/meetnydirect/onstage/g.php?MTID=e4c2f6620aadfcf9350573603a592c588
Event password:  erate2016
Registration is required.

The pc requirements for WebEx are listed here:  https://meetings.webex.com/collabs/support/nfaqs?_iframe=/webex/v1.3/support/en_US/rn/system_rn.htm

To test your pc ahead of time you may run a test session at https://www.webex.com/test-meeting.html

The webinar will be archived on the State Library's website at a future date. Information on upcoming webinars and access to archived webinars.

For more background see the USAC/E-rate site at: http://www.universalservice.org/sl/ and E-Rate Central at: http://ny.e-ratecentral.com/  for more information about the program, applying and getting started.

If you have questions regarding this webinar or the E-rate program please contact Mary Anne Waltz, E-rate Coordinator, Division of Library Development, New York State Library at 518-474-1479 or Maryanne.Waltz@nysed.gov

Archived Webinars external link

E-Rate Webinarexternal link opens in a new window, Tuesday, December 15: (an abbreviated version of the full-day workshop held on November 20 at Mid-York Library System) from WebEx. (Length: 1 hour, 59 minutes; note that your computer should automatically set up Network Recording Player to view the webinar)

E-Rate Webinar, December 15, 2014 external link opens in a new window from NYSED on Vimeo. (Length: 1:41:49)

E-Rate Webinar December 13, 2013: view the webinarexternal link opens in a new window from NYSED on Vimeo. (75 min.) external link | see slides from the Webinar in .PDF (pdf icon 319k )

E-Rate Webinar December 19, 2012: view the webinar external link opens in a new window from NYSED on Vimeo. (75 min.) external link | see slides from the Webinar in .PDF (pdf icon 319k )

CIPA ("Filtering Bill") Web Sites

Related Links

Other E-Rate Web sites

E-Rate Lists

E-Rate Central's E-Rate News for the Week (e-mail newsletter)

  • Subscribeexternal link opens in a new window Disclaimer: This newsletter may contain unofficial information on prospective E-rate developments and/or may reflect E-Rate Central's own interpretations of E-rate practices and regulations. Such information is provided for planning and guidance purposes only. It is not meant, in any way, to supplant official announcements and instructions provided by either the SLD or the FCC.

USAC’s Schools and Libraries News Brief (weekly e-mail newsletter)

NY-ERATE discussion list

Last Updated: November 28, 2016; for questions or comments contact Mary Anne Waltz