Before Applying
The application process for E-Rate is complex. Some planning ahead of starting the process can save you wasted time and energy.
Verify Your Eligibility
- Public Library – You are eligible.
- School Library - Your school or school district will apply for you.
- Academic Library – In most cases, you are not eligible.
- Special Library – You may be eligible if you are a member of the Massachusetts Library System and provide direct public service.
There are a few exceptions. Eligibility for all types of libraries is outlined in more detail by the Universal Service Administrative Co (USAC), the entity which administers E-Rate.
Most types of discounts will also require your library to become compliant with the Children's Internet Protection Act (CIPA). If your library is not already compliant, this process can be completed after your first application is filed and approved.
Decide which discounts to pursue
When you apply for E-Rate, you apply for discounts on specific equipment and services, falling into several different categories and subcategories. Make sure you've spent some time evaluting your library's needs prior to beginning the process.
Application Process
Note: E-Rate discounts are awarded according to Funding Years (FY) rather than Fiscal Years (also FY). Typically, a Funding Year refers to the year services begin, while the Fiscal Year is named for the year in which it finishes (for example, the time period July 1, 2025 - June 30, 2026 is Funding Year 25, but Fiscal Year 26). Pay attention to your dates!
Applying for E-Rate is a process with a number of steps taking place over a period of months. One rule of thumb for government programs is that the complexity of the application process increases as the total amount to be distributed increases. Massachusetts State Aid to Public Libraries distributed $20 million in 2025. E-Rate distributed over $4 billion.
Training Webinars
The MBLC currently contracts with Aleck Johnson from EdTech Strategies to provide general E-Rate help and training to libraries. He will be conducting a series of training webinars for Funding Year 26 starting in September. These will be recorded and are an excellent source of information on the application process.
Email Discussion List
There is a statewide discussion list for e-rate. Aleck is on the list, as well as MBLC staff, and staff from other libraries interested in or currenting receiving e-rate funding.
Outside Help
USAC also provides training on the process. They have a number of learning opportunities, including pre-recorded videos and live webinars.
Many libraries find it cost effective to engage the services of a consultant to assist with their application. The MBLC does not make recommendations on this subject, but we are happy to put you in touch with other libraries to discuss their experiences. You may also be able to get some recommendations from members of the email list.