Technology Planning

Libraries that wish to receive E-Rate discounts on what are known as "Priority 2" services must submit a technology plan for approval to the Board. The Board has been named as the entity designated to approve technology plans for public libraries in Massachusetts.

The USAC website will always have the most up-to-date information on technology plan requirements for the E-Rate program. More detailed information on how to write a technology plan can be found in the technology plan outline.

Technology plans must be submitted before you file your Form 470. That means, that in most cases, your technology plan should be completed, signed, and sent in to the Board of Library Commissioners by early November of the year preceding when SLD funding year for which you will be requesting discounts.

Plans should be sent to:

Massachusetts Board of Library Commissioners
98 North Washington St., Suite 401
Boston, MA 02114
Attn: Rachel Masse

Plans will be evaluated within two weeks of receipt. Inquiries about your plan's status and general questions about technology planning should be directed to Paul Kissman via phone (617)725-1860 x234 or 800-952-7403 or email:

Plan Revisions

If --based on your monitoring-- you realize that you need to request discounted services or equipment from E-Rate that was not covered in your three-year technology plan, you must sent a modified version of your technology plan to the Board of Library Commissioners for approval in a "timely" manner (before you file your 470).

Technology Plans

A simple technology planning format has been developed for Massachusetts libraries to follow. Salient features of the format are:

  • Plans should cover three years.
  • Where possible, the technology plan will make reference to --or be a part of-- the library's long range plan.
  • All five elements required by the SLD are clearly laid out:
    1. Information Strategy (Goals & Objectives)
    2. Professional Development Strategy
    3. Equipment Assessment
    4. Budget [Please note: Beginning with FY2011, the Budget component is no longer required.]
    5. Evaluation Process
  • Download and Save the Technology Plan Form [MS Word]

The Board of Library Commissioners Professional Collection has multiple copies of both Technology For Results (©2005) by Diane Mayo and Wired for the Future: Developing Your Library Technology Plan (©1999) by Diane Mayo and Sandra Nelson. Technology for Results is the technology planning framework recently published by the Public Library Association. Please contact: Brian Donoghue at (1-800-952-7403) to make borrowing arrangements.

Timeline for Submission

  1. Once again, your technology plan must be submitted before you file your Form 470. The SLD emphasizes that your technology plan is what guides your request for services; therefore, you cannot reasonably know what services you want to ask for with having first completed the planning process.
  2. Your technology plan must already be approved by the Board of Library Commissioners when you send in your Form 486, the Receipt of Service Confirmation Form. In the case where services begin on July 1 of the program year, such as telecommunications services, the technology plan must have been approved before the start of the year.
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Page last updated on 04/14/2011