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My Clients
Keep all your client districts in one place and see their Category 2 budgets at a glance.
Who this is for
E-Rate consultants, integrators and agents who manage several school districts or libraries. You get one view of every client's C2 budget instead of looking each one up separately.
Adding a client
Search USAC: enter a district name or BEN in Search by district name or BEN…, optionally add a state, and click Search USAC. Click Add next to a result to add it. Districts already in your list show Added.
Add manually: click Add manually, enter the BEN number and District name (both required), plus an optional state and notes, then click Add Client. Click Use search instead to go back to searching.
Client cards
Each client card shows:
- District name, BEN and state
- Budget used and % available, with a progress bar. Used includes both funded and pending C2 amounts.
- C2 Total — the total Category 2 budget for the cycle
- Available — the remaining budget, color-coded green (more than 50% available), amber (20–50%) or red (20% or less)
- Student count and budget cycle, when USAC provides them
- Your notes
Cards show the most recent C2 budget cycle on file. If USAC's budget data can't be loaded for a client, the card says Could not load budget data.
Summary stats
The bar at the top shows totals across all your clients:
- Total Clients
- Combined C2 Budget
- Combined Available
- Avg Available / Client
Refreshing budgets
Budget figures come from USAC's C2 budget data. Click Refresh budgets to fetch the latest figures.
Sorting
Use Sort to order your clients by:
- Name (alphabetical, the default)
- Available Budget (highest first)
- State
Removing a client
Click the remove icon on a card, then Confirm. Removing a client from your list doesn't change anything in USAC's records.
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