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E-rate Productivity Center (EPC) The E-rate Productivity Center (EPC) is the account and application management portal for the Schools and Libraries (E-rate) Program that was introduced beginning in FY 2016. Applicants, consultants, and service providers participating in the E-rate Program must use this tool to submit forms, manage program processes and to submit questions. The Form 470, Form 471, Form 486, Form 500 and Form 498, as well as all post-commitment functions such as SPIN changes, Service Substitutions and appeals, are submitted within each applicant’s the EPC portal, but the Form 472 BEAR Reimbursement Forms are submitted in the legacy system (Apply for E-rate, formerly known as Apply Online), not in EPC, at: https://www2.sl.universalservice.org/bear/login.aspx Each applicant’s portal is managed by their School or Library’s Account Administrator (AA). Only the AA can create new users for the school or library, or reassign the AA responsibility to another user within the organization. If you are not sure whether your organization’s EPC portal has been set up, contact the Client Service Bureau at 888-203-8100 to ask. The following documents in this training manual contain the specific instructions for how to set up your EPC portal, including the following tasks:
• How to Log-In to EPC • How to Reset your EPC Password • How to Change Account Administrators (only AA can do) • How to Create New EPC Users and Change User Permissions (only AA can do) • How to Link to a Consortium • How to Add a Consulting Firm (only AA can do) • How to Update Connectivity Survey • How to Update Building Entity Data
E-ra
te P
rodu
ctiv
ity C
ente
r: Ho
w-T
o Gu
ide 1
How
to Lo
g-In
to E
PCHo
w to
Res
et y
our E
PC P
assw
ord
How
to C
hang
e Ac
coun
t Adm
inist
rato
rs (o
nly
AA ca
n do
)Ho
w to
Cre
ate
New
EPC
Use
rs a
nd C
hang
e Us
er P
erm
issio
ns
(onl
y AA
can
do)
How
to Li
nk to
a C
onso
rtiu
mHo
w to
Add
a C
onsu
lting
Firm
(onl
y AA
can
do)
How
to U
pdat
e Bu
ildin
g En
tity
Data
How
to Lo
g in
to E
PC
2
How
to Lo
g-In
to E
PC
3
Step
1: G
o to
w
ww.
usac
.org
/sl
and
clic
k EP
C
Step
2: C
lick
“I Ag
ree”
How
to Lo
g-In
to E
PC•
The
user
nam
e is
the
e-m
ail a
ddre
ss o
f the
Use
r and
is a
lway
s lo
wer
case
.•
Pass
wor
ds m
ust b
e ch
ange
d ev
ery
60 d
ays.
•If
you
rece
ived
this
link
as a
New
Use
r, en
ter y
our u
sern
ame
and
click
“For
got y
our p
assw
ord”
to cr
eate
you
r pas
swor
d.
4
How
to S
et o
r Res
et E
PC
Pass
wor
d
5
How
to S
et o
r Res
et E
PC P
assw
ord
•Pa
ssw
ords
exp
ire a
fter 6
0 da
ys, s
o yo
u’ll
have
to re
set y
our
pass
wor
d fre
quen
tly•
Afte
r clic
king
on
“For
got y
our p
assw
ord,
” the
syst
em w
ill a
sk
for t
he U
sern
ame
(aga
in) a
nd w
ill th
en se
nd th
e Us
er a
link
to
crea
te a
new
pas
swor
d
6
How
to S
et o
r Res
et E
PC P
assw
ord
•Pa
ssw
ords
mus
t mee
t all
of th
e fo
llow
ing
crite
ria:
–Co
ntai
ns a
t lea
st 8
char
acte
rs–
Has n
ot b
een
used
in th
e pr
evio
us 4
pas
swor
ds–
Cont
ains
at l
east
1 ch
arac
ter o
f the
Eng
lish
alph
abet
–Co
ntai
ns a
t lea
st 1
num
ber (
0-9)
–Co
ntai
ns a
t lea
st 1
non
-alp
habe
tic ch
arac
ter (
such
as !
, &, #
, %)
–Co
ntai
ns a
t lea
st 1
upp
erca
se ch
arac
ter (
A –
Z)–
Cont
ains
at l
east
1 lo
wer
case
char
acte
r (a
-z)
7
How
to C
hang
e Ac
coun
t Ad
min
istra
tors
Basic
s:
•Th
e AA
mus
t be
scho
ol o
r lib
rary
em
ploy
ee (n
ot co
nsul
tant
s)•
Ther
e is
only
one
AA
per o
rgan
izatio
n•
AAs f
irst m
ust b
e se
t up
as “U
sers
” in
EPC
•O
nly
AAs o
r USA
C ca
n tr
ansf
er th
eir A
A st
atus
to a
noth
er U
ser
Next
Ste
ps:
Ther
e ar
e sp
ecifi
c ste
ps to
upd
atin
g an
org
aniza
tion’
s AA,
dep
endi
ng o
n th
e sit
uatio
n. S
elec
t the
app
ropr
iate
situ
atio
n fro
m th
e ne
xt fe
w sl
ides
to se
e th
e re
quire
d st
eps f
or u
pdat
ing
the
AA.
8
How
to C
hang
e Ac
coun
t Adm
inist
rato
rs
Situ
atio
n A
The previous
AA is
still
at t
he sc
hool
or l
ibra
ry(o
r if y
ou ca
n st
ill a
sk th
em to
do
it ev
en th
ough
they
no
long
er w
ork
ther
e),
and…
The ne
wAA
is a
lread
ya
User
in E
PC
Inst
ruct
ions
:1.
The
prev
ious
AA
logs
into
thei
r EPC
acc
ount
2.Se
lect
s > N
ame
of E
ntity
on
Land
ing
Page
> R
elat
ed A
ctio
ns >
Mod
ify A
ccou
nt
Adm
inist
rato
r and
sele
cts t
he U
ser t
hat s
houl
d be
the
new
AA
9
How
to C
hang
e Ac
coun
t Adm
inist
rato
rs 10
Step
1:
Clic
k on
En
tity
Nam
e
Step
2:
Sele
ct
Rel
ated
Ac
tions
Step
3:
Sele
ct M
odify
Ac
coun
t Ad
min
istra
tor
Situ
atio
n A
How
to C
hang
e Ac
coun
t Adm
inist
rato
rsSi
tuat
ion
B
The
prev
ious
AA
is st
ill a
t the
scho
ol o
r lib
rary
(or i
s no
long
er th
ere
but t
hey
are
will
ing
to a
cces
s the
ir EP
C ac
coun
t to
help
per
form
thes
e ta
sks)
,an
d…Th
e ne
w A
A is
nota
lread
y a
User
in E
PC
Inst
ruct
ions
:1.
The
prev
ious
AA
logs
into
thei
r EPC
acc
ount
2.Se
lect
s > N
ame
of E
ntity
on
Land
ing
Page
> R
elat
ed A
ctio
ns >
Cre
ate
New
Use
r and
ent
ers t
he
new
use
r’s in
form
atio
n (in
cludi
ng g
ivin
g th
em F
ull R
ight
s to
all t
he fo
rms)
3.Th
e EP
C sy
stem
will
then
send
an
auto
mat
ed e
-mai
l to
the
New
Use
r ask
ing
them
to lo
g-in
to
EPC,
est
ablis
h th
eir p
assw
ord
(by
click
ing
“For
got P
assw
ord”
), an
d ac
cept
thei
r EPC
Term
s and
Co
nditi
ons i
n EP
CNo
te:
This
is di
ffere
nt th
an th
e lo
g-in
Ts &
Cs
4.Af
ter t
he N
ew U
ser h
as lo
gged
into
EPC
and
acc
epte
d th
eir T
s & C
s, th
e Ne
w U
ser w
ill a
ppea
r in
EPC
as a
use
r for
that
ent
ity5.
Prev
ious
AA
can
then
sele
ct >
Rel
ated
Act
ions
> M
odify
Acc
ount
Adm
inist
rato
r and
sele
cts t
he
New
Use
r tha
t sho
uld
be th
e ne
w A
A
11
How
to C
hang
e Ac
coun
t Adm
inist
rato
rs 12
Step
1:
Clic
k on
En
tity
Nam
e
Step
2:
Sele
ct
Rel
ated
Ac
tions
Step
3: S
elec
t Cre
ate
a N
ew U
ser.
The
new
U
ser w
ill re
ceiv
e an
e-
mai
l with
ste
ps to
fo
llow.
Afte
r Use
r log
s in
/acc
epts
thei
r Ts/
Cs,
th
e AA
can
sel
ect
‘Mod
ify A
A’
Situ
atio
n B
How
to C
hang
e Ac
coun
t Adm
inist
rato
rsSi
tuat
ion
C
The
prev
ious
AA
is no
long
er a
t the
scho
ol o
r lib
rary
and
no
one
has a
cces
s to
thei
r EPC
acc
ount
Inst
ruct
ions
:1.
New
AA
mus
t con
tact
USA
C’s C
lient
Ser
vice
s Bur
eau
(CSB
) for
ass
istan
ce2.
CSB
will
ask
New
AA
for c
onta
ct in
form
atio
n an
d w
ill h
ave
the
New
AA
send
the
CSB
rep
the
follo
win
g in
form
atio
n fro
m th
eir s
choo
l or l
ibra
ry’s
e-m
ail a
ccou
nt:
“I a
m w
ritin
g to
ask
to b
e se
t up
as th
e ne
w A
ccou
nt A
dmin
istra
tor i
n ou
r EPC
Por
tal.
The
prev
ious
AA
has
left
the
orga
niza
tion.
”–
Nam
e:–
Title
: –
Bille
d En
tity
Num
ber (
BEN)
:–
Org
aniza
tion:
–Ad
dres
s:–
Phon
e:–
E-m
ail:
13
How
to C
hang
e Ac
coun
t Adm
inist
rato
rs
3.US
AC w
ill th
en e
stab
lish
the
New
AA
as a
“Use
r” in
the
entit
y’s E
PC p
orta
l4.
The
EPC
syst
em w
ill se
nd a
n e-
mai
l with
a li
nk to
log
into
thei
r EPC
ac
coun
t–
The
log-
in p
age
will
requ
ire th
e Ne
w A
A to
set u
p th
eir E
PC p
assw
ord
whi
ch is
do
ne b
y cli
ckin
g on
the
“For
got P
assw
ord”
link
5.
Plea
se n
ote
that
the
Term
s/Co
nditi
ons t
hat m
ust b
e ac
cept
ed in
the
port
al a
re n
ot th
e sa
me
as a
ccep
ting
the
pass
wor
d te
rms/
cond
ition
s.6.
Afte
r log
ging
in to
EPC
, the
New
AA
will
acc
ept t
he Te
rms a
nd C
ondi
tions
–No
te:
Thes
e T/
Cs a
re d
iffer
ent t
han
the
pass
wor
d T/
Cs7.
The
new
AA
will
cont
act C
SB a
gain
to le
t the
m k
now
this
has b
een
done
an
d as
k CS
B to
des
igna
te th
em a
s the
offi
cial A
ccou
nt A
dmin
istra
tor
14
How
to C
reat
e a
New
EPC
Use
r
Basic
s:
•O
nly
AAs c
an cr
eate
EPC
Use
rs fo
r the
ir or
gani
zatio
n (B
EN)
•Th
ere
can
be m
ultip
le U
sers
in a
n or
gani
zatio
n•
Ever
y Us
er m
ust h
ave
a di
stin
ct E
PC ID
(e-m
ail a
ddre
ss)
•If
a pe
rson
is a
Use
r in
mor
e th
an o
ne o
rgan
izatio
n (B
EN),
they
m
ust h
ave
a di
ffere
nt e
-mai
l add
ress
for e
ach
orga
niza
tion
•O
nly
AAs c
an a
ssig
n Us
er R
ight
s
15
How
to C
reat
e a
New
EPC
Use
rIn
stru
ctio
ns:
1.Th
e AA
logs
into
thei
r EPC
acc
ount
2.Se
lect
s > N
ame
of E
ntity
on
Land
ing
Page
> R
elat
ed A
ctio
ns >
Cr
eate
New
Use
r and
ent
ers t
he n
ew u
ser’s
info
rmat
ion
(inclu
ding
gi
ving
them
Ful
l Rig
hts t
o al
l the
form
s)3.
The
EPC
syst
em w
ill th
en se
nd a
n au
tom
ated
e-m
ail t
o th
e Ne
w
User
ask
ing
them
to lo
g-in
to E
PC, e
stab
lish
thei
r pas
swor
d (b
y cli
ckin
g “F
orgo
t Pas
swor
d”),
and
acce
pt th
eir E
PC Te
rms a
nd
Cond
ition
s in
EPC
–No
te:
This
is di
ffere
nt th
an th
e lo
g-in
Ts &
Cs
4.Af
ter t
he N
ew U
ser c
licks
on
the
link
in th
e e-
mai
l, th
ey o
nly
have
15
min
utes
to a
ccep
t the
T/Cs
5.Af
ter t
he N
ew U
ser h
as lo
gged
into
EPC
and
acc
epte
d th
eir T
s &
Cs, t
he N
ew U
ser w
ill a
ppea
r in
EPC
as a
use
r for
that
ent
ity
16
How
to C
reat
e a
New
EPC
Use
r
17
Step
1:
Clic
k on
En
tity
Nam
e
Step
2:
Sele
ct
Rel
ated
Ac
tions
Step
3: S
elec
t Cre
ate
a N
ew U
ser.
How
to C
reat
e a
New
EPC
Use
r
•AA
will
com
plet
e th
e in
form
atio
n fo
rm fo
r the
New
Us
er
18
How
to C
reat
e a
New
EPC
Use
r
•AA
will
ass
ign
the
New
Use
r the
ir EP
C Pe
rmiss
ions
–Fu
ll: ca
n en
ter d
ata
and
subm
it fo
rms –
use
this
one
–Pa
rtia
l: ca
n en
ter d
ata,
but
can’
t sub
mit
form
s–
View
onl
y: ca
n on
ly lo
ok a
t for
ms
19
How
to C
reat
e Ne
w E
PC U
ser
20
New
ly cr
eate
d us
er w
ill re
ceiv
e an
e-m
ail
from
USA
C th
at lo
oks l
ike th
is:
They
mus
t clic
k on
this
link
, cre
ate
thei
r EP
C p
assw
ord,
then
log
into
EPC
and
ac
cept
thei
r Ter
ms
and
Con
ditio
ns
How
to C
reat
e a
New
EPC
Use
r•
Afte
r clic
king
on
the
link
in th
e US
AC e
-mai
l, ne
w E
PC u
sers
will
ent
er th
eir
User
nam
e (w
hich
is th
eir a
ll lo
wer
case
e-m
ail a
ddre
ss, t
hen
click
“For
got
your
pas
swor
d?”
•Th
e sy
stem
will
ask
for t
he U
sern
ame
(aga
in) a
nd w
ill th
en se
nd th
e Us
er a
lin
k to
crea
te a
new
pas
swor
d
21
How
to S
et o
r Res
et E
PC P
assw
ord
•Pa
ssw
ords
mus
t mee
t all
of th
e fo
llow
ing
crite
ria:
–Co
ntai
ns a
t lea
st 8
char
acte
rs–
Has n
ot b
een
used
in th
e pr
evio
us 4
pas
swor
ds–
Cont
ains
at l
east
1 ch
arac
ter o
f the
Eng
lish
alph
abet
–Co
ntai
ns a
t lea
st 1
num
ber (
0-9)
–Co
ntai
ns a
t lea
st 1
non
-alp
habe
tic ch
arac
ter (
such
as !
, &, #
, %)
–Co
ntai
ns a
t lea
st 1
upp
erca
se ch
arac
ter (
A –
Z)–
Cont
ains
at l
east
1 lo
wer
case
char
acte
r (a
-z)
22
How
to C
reat
e a
New
EPC
Use
r
23
•Af
ter c
reat
ing
thei
r pas
swor
d, n
ew E
PC u
sers
will
log
into
EPC
, an
d th
en m
ust a
ccep
t the
Term
s and
Con
ditio
ns w
hich
is
foun
d un
der T
asks
:
Step
1: C
lick
‘Tas
ks’ o
n th
e to
p to
olba
r
Step
2: C
lick
“Com
plet
e Te
rms
and
Con
ditio
ns”
Step
3: S
crol
l to
the
botto
m o
f the
Ag
reem
ent a
nd c
lick
“Agr
ee”
How
to C
hang
e Us
ers’
Perm
issio
ns
24
How
to C
hang
e Us
ers’
Perm
issio
ns
25
•O
nly
the
AA ca
n pe
rform
this
task
How
to Li
nk to
a C
onso
rtiu
m
26
How
to Li
nk to
a C
onso
rtiu
m
•In
ord
er fo
r an
entit
y to
par
ticip
ate
in a
n E-
rate
co
nsor
tium
, the
y m
ust b
e “li
nked
” to
that
co
nsor
tium
in E
PC•
This
linka
ge m
ay b
e do
ne b
y th
e sc
hool
/libr
ary
or b
y th
e co
nsor
tium
lead
27
How
to Li
nk to
a C
onso
rtiu
m
28
Step
1:
Clic
k on
En
tity
Nam
e
Step
2:
Sele
ct
‘Rel
ated
Ac
tions
’
Step
3: S
elec
t ‘M
anag
e O
rgan
izat
ion
Rel
atio
nshi
ps’
Step
4: S
elec
t ‘S
ign
up fo
r a
Con
sorti
um’
How
to Li
nk to
a C
onso
rtiu
m
29
Buck
s
X
Step
5: E
nter
th
e C
onso
rtium
BE
N o
rpa
rtial
nam
e
1700
0531
Buc
ks C
ount
y IU
RW
AN C
onso
rtium
1890
1
Step
6: S
elec
t the
con
sorti
um
you
wis
h to
join
in E
PC
How
to A
dd a
Con
sulti
ng F
irm
30
How
to A
dd a
Con
sulti
ng F
irm
31
Step
1:
Clic
k on
En
tity
Nam
e
Step
2:
Sele
ct
‘Rel
ated
Ac
tions
’
Step
3: S
elec
t ‘M
anag
e O
rgan
izat
ion
Rel
atio
nshi
ps’
Step
4: S
elec
t ‘A
dd a
C
onsu
lting
Firm
’
How
to A
dd a
Con
sulti
ng F
irm
•En
ter o
ne p
iece
of s
earc
h cr
iteria
, or c
lick
sear
ch to
se
e al
l con
sulta
nts b
ased
in y
our s
tate
32
How
to A
dd a
Con
sulti
ng F
irm•
Afte
r you
hav
e se
lect
ed th
e Co
nsul
ting
Firm
, you
mus
t nex
t ad
d th
e ac
tual
cons
ulta
nt (p
erso
n) w
ith w
hom
you
are
w
orki
ng a
s a U
ser i
n yo
ur o
rgan
izatio
n •
Sele
ct >
Rel
ated
Act
ions
> A
dd E
xist
ing
User
s to
sear
ch fo
r the
pe
rson
’s na
me
33
How
to U
pdat
eBu
ildin
g En
tity
Data
34
How
to U
pdat
e Bu
ildin
g En
tity
Data
•Fr
om E
PC La
ndin
g Pa
ge, l
ook
unde
r Ent
ities
•Se
lect
the
build
ing
who
se d
ata
you
wou
ld li
ke
to m
odify
•If
you
have
mor
e th
an 5
bui
ldin
gs, s
crol
l th
roug
h th
e lis
t–
(You
can
sort
)
35
How
to U
pdat
e Bu
ildin
g En
tity
Data
•Cl
ick M
anag
e O
rgan
izatio
n in
the
top
right
to
view
the
page
and
edi
t dat
a•
This
is th
e pa
ge w
here
you
will
upd
ate
enro
llmen
t/NS
LP d
ata
each
yea
r
36
How
to U
pdat
e Bu
ildin
g En
tity
Data 37
How
to U
pdat
e Bu
ildin
g En
tity
Data 38
