As a full-service consultant, EFG’s major function is to off-load the bulk of the E-rate work from applicants who are overloaded with too many tasks or who do not have specific expertise in E-rate. Here is a partial list of what Educational Funding Group, Inc. does for its clients:

1. Survey of technology infrastructure for overall fit with E-rate rules
2. Review of technology plans from an E-rate perspective
3. Review of major E-rate rule changes with school/district/consortium staff
4. Review of all VENDOR CONTRACTS for E-RATE COMPLIANCE
5. Filing of all APPLICATION FORMS and ATTACHMENTS
6. Responses to inquiries from vendors during E-rate bidding phase
7. Responses to E-rate audits such as PIAs and SELECTIVE REVIEWS, with your assistance
8. Filing of paperwork from school/district and your vendors for E-rate payments
9. Filing of Form 472s (BEARs) for reimbursement; tracking of checks received from USAC
10. Communications with vendors regarding bids, proposals, contracts, invoices, billing
11. Forwarding of CHECKS FROM VENDORS to client schools, districts, and consortiums
12. Filing of APPEALS should E-rate not fund items which we believe they should
13. Retention of all E-rate related documents for 5 years, an E-rate requirement
14. Preparation for and assistance in SITE VISITS