TECHNOLOGY · AUTOMATION · GOVERNANCEILLUSTRATIVE SAMPLE / FICTIONAL INSTITUTIONFY2027 connectivity.
A clearer decision.
Example Learning District
Example review format. All observations below are fictional and require verification.
FY2027 recurring-service year
July 1, 2027 – June 30, 2028
A working brief for your team.
| Review area | Question to resolve | Evidence needed |
|---|
| Category One | Does the internet agreement cover the intended sites, capacity, and service year? | Signed agreement, circuit list, current charges, and renewal notice. |
| Category Two | Where do campus coverage and equipment need closer review? | Site inventory, coverage assessment, equipment list, and maintenance scope. |
| Separate budgets | Which technology and operating costs need a separate funding decision? | Itemized scope for AI, voice, security, software, utilities, and advisory services. |
Connectivity priorities
A site and service inventory, capacity questions, renewal dates, and items to check for Category One or Category Two eligibility.
Spend & renewal findings
An evidence-linked list of charges, contract discrepancies, unused services, and renewals worth reviewing.
A practical action plan
Recommended next steps with owners, dependencies, and questions for your providers or E-Rate specialist.
Who owns the application?
Your authorized applicant team or E-Rate specialist prepares and certifies applications. A potential bidder must remain separate from Form 470 and bid-specification preparation. Confirm each proposed item against FY2027 eligibility guidance.
TECHNOLOGY · AUTOMATION · GOVERNANCEILLUSTRATIVE SAMPLE / NO CUSTOMER RESULTS CLAIMEDFrom observations to accountable next steps.
This example register shows the evidence, owner, and action attached to each question. It does not establish an overcharge, savings amount, or entitlement to a credit.
CONNECTIVITYNEEDS EVIDENCE
Internet contract renews before the next service year.
- Check the source
- Signed agreement, circuit inventory, and renewal notice.
- Next action
- Confirm the notice date and capacity requirement before comparing options.
- Owner
- Technology director
RECURRING COSTSNEEDS VERIFICATION
A circuit may still be billed after a site move.
- Check the source
- Invoice service dates, cancellation request, and provider acknowledgment.
- Next action
- Reconcile the dates and request a written provider explanation.
- Owner
- Business office
SOFTWARENEEDS REVIEW
Assigned licenses may include former staff.
- Check the source
- Current staff list, license assignments, usage report, and subscription terms.
- Next action
- Confirm current ownership and renewal terms before changing seats.
- Owner
- IT + procurement
Prepare for the conversation.
- Identify your sites, main concern, and upcoming renewal dates.
- Agree scope, fees, delivery date, and any provider compensation in writing.
- Arrange a secure handoff before sharing bills, contracts, or account details.
About this sample
This is a demonstration of TAG’s proposed review format using a fictional institution. Actual findings depend on authorized source records. Your team approves provider changes; recoveries and credits depend on evidence and provider decisions. This document is not a funding application or price quote.