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E-RATE MANAGEMENT AND CONSULTING
 

Uncovering potential. Delivering results.

“It was recommended to us to switch over to E-Rate First. We did so recently, and Joe and his team are fantastic!” 

—  Matt Smith, Executive Director of Technology, CUSD 303, IL

SERVICES

SERVICES

Our E-Rate Management Services meet every requirement of the
Universal Service Administration (USAC) Schools and Libraries Division (SLD)

CONSULTING

Assessment and Planning

Discount Optimization

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CONSULTING

Assessment and Planning: Giving our clients all the options to make informed decisions to maximize funding.

Discount Optimization: Ensures our clients file for, and receive, the highest possible percentage. 

MANAGEMENT

Form Completion

Reimbursement Collection

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MANAGEMENT

Properly Filed Forms and Bid Assessments: Always on track, timely and complaint.  

 

Reimbursement Collection: Ensures your full reimbursement based on eligible products and services.

SECURITY

Audit Protection

Tracking and Monitoring

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SECURITY

Audit Protection: Program Integrity Assurance review (PIA) manged on your behalf.

 

Status Reports: Provided throughout the year.
 

Maintain Records:  A minimum of 10 years.

OUR WORK

ABOUT US

E-Rate First is a nationally recognized provider of E-Rate management. We ensure compliance and proper execution of the program while alleviating the burden for our clients.

 

  • Our mission is to provide the highest level of ethical and comprehensive service.

  • Our leadership team represents over 60 years of professional experience in technology planning and finance.
     

  • Each of our account managers handle small case-loads of no more than 25 clients.
     

  • Our focus is on consulting and leveraging the program enabling our clients to make the best decisions for their organizations. 

 

 

Our clients think of us as their 

personal E-Rate Department.

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Joe is a subject matter expert on all aspects of the E-Rate program including technical and administrative facets. Outside of E-Rate, he enjoys playing basketball, spending time with his wife and chasing around his four young sons. 

CEO

JOSEPH PILLO

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Sarah is the compliance, rules and regulations facilitator with extensive accounting experience. On a personal level, she is a yoga enthusiast and loves camping and hiking with her partner, three kids, two cats and rescue dog, Luna.

Account Compliance Manager

SARAH FERRARO

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Sheri is the initial point of contact for all client inquiries with broad communications and marketing experience. She also enjoys playing tennis, going to the beach and being with her husband, four daughters, and adorable rescue pooch, Miri.

Customer Relations

SHERI COHEN

ABOUT US

OUR REACH

"Doing what's right and getting our clients the funding they deserve for over 15 years."

- Joseph Pillo, CEO

425+

Schools and Libraries

27

States

100%

Client Retention

ZERO

Applications Denied

CONTACT US

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Tel: 203-306-1722

Fax: 203-951-3555

info@eratefirst.com

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