Using Master Contracts with E-Rate

Using Master Contracts with E-Rate

When schools, districts, and libraries decide to use a Master Contract for procuring broadband products and services for E-Rate reimbursement, pay close attention to a few important elements below to ensure the process is successful. Please note, this process is only for purchasing product and services that are eligible under the e-rate rules in which you are seeking reimbursement. Under the rules of e-rate and state purchasing laws, there must be an open and fair bidding process to qualify and establish the approved vendor(s) on the Master Contract. The applicant’s goal is to adhere to both state purchasing laws and E-Rate rules.

1. There are two (2) types of Master Contracts (MC). 
1. MC with an accompanying FCC Form 470 number filed by the originator.
2. MC without an accompanying FCC Form 470 number filed by the originator.
2. When using a Master Contract with a valid FCC Form 470 number. 
1. The applicant can complete a FCC Form 471 without filing an FCC Form 470 first.
2. The applicant does not have to complete a formal RFP to accept bids for the products or services.
3. If there are multiple providers listed on the Master Contract for the products or services desired, the applicant must perform a Mini-Bid with all providers on the list that have same or functionally equivalent products or services as the desired.  
4. The applicant would file their own Form 471 and reference the Master Contract Form 470 number.
3. When using a Master Contract without a valid FCC Form 470 number:
1. The applicant MUST complete a FCC Form 470; wait the minimum 28 days to accept bids from providers. An RFP may not be required with the Form 470, but is recommended. (Check ID State Law)
2. If there are multiple providers listed on the Master Contract for the products or services desired, the applicant must perform a Mini-Bid with all providers on the list.
3. The applicant can use the Master Contract as a bid offer for their selection.

Please contact me at tlawrence@sde.idaho.gov if there are any questions.