Consultant Tools

My Clients

Manage all your client districts in one place and monitor their E-Rate funding status at a glance.

Who this is for

E-Rate consultants, system integrators, and agents managing multiple school districts or libraries. Instead of logging into USAC EPC separately for each client, get a unified view of all client budgets and funding status in one dashboard.

Adding a client

Search by name: Type a district name in the search box and click Search USAC. A dropdown shows matching entities from the USAC database — click any to add it to your client list.

Manual add: Click Add Manually, enter the BEN, district name, state, and optional notes, then click Add.

Client cards

Each client is displayed as a card showing:

  • ·District name and state
  • ·BEN (Billed Entity Number)
  • ·C2 Budget Total — total 5-year Category 2 allocation
  • ·C2 Available — remaining budget (color-coded: green = >50%, amber = 20-50%, red = <20%)
  • ·Progress bar — visual breakdown of used vs. available budget
  • ·Student count and budget cycle (when available)

Live budget data

Budget figures are fetched live from USAC's C2 budget database every time you load the page or click Refresh Budgets. Figures reflect USAC's latest published data.

Summary stats

The bar at the top shows totals across all clients: - Total number of clients - Combined C2 budget (sum of all clients' allocations) - Combined available funding - Average available budget per client

Sorting

Use the Sort dropdown to order clients by: - Available Budget (highest first, default) - Name (alphabetical) - State

Removing a client

Click Remove on any card. You will be prompted to confirm. Removing a client from your dashboard does not affect the client's USAC records in any way.

Last updated June 2, 2026