FCC Web Documents citing 69.612

as compiled by hallikainen.com/FccRules on 2006 12 01

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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
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  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/CFRparts/PART69.PDF
  • Requirement 69.501General. 69.502Base factor allocation. Subpart G-Exchange Carrier Association 69.601Exchange carrier association. 69.602Board of directors. 69.603Association functions. 69.604Billing and collection of access charges. 69.605Reporting and distribution of pool ac- cess revenues. 69.606Computation of average schedule company payments. 69.607Disbursement of Carrier Common Line residue. 69.608Carrier Common Line hypothetical net balance. 69.609End User Common Line hypothetical net balances. 69.610Other hypothetical net balances. 69.612Long term and transitional support. Subpart H-Pricing Flexibility 69.701Application of rules in this supbart. 69.703Definitions. 69.705Procedure. 69.707Geographic scope of petition. 69.709Dedicated transport and special ac- cess services other than channel termi- nations between LEC end offices and cus- tomer premises. 69.711Channel terminations between LEC end offices and customer premises. 69.713Common line, traffic-sensitive, and tandem-switched transport services. 69.714­69.724[Reserved] 69.725Attribution of revenues to
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/CFRparts/PART69.PDF
  • Requirement 69.501General. 69.502Base factor allocation. Subpart G-Exchange Carrier Association 69.601Exchange carrier association. 69.602Board of directors. 69.603Association functions. 69.604Billing and collection of access charges. 69.605Reporting and distribution of pool ac- cess revenues. 69.606Computation of average schedule company payments. 69.607Disbursement of Carrier Common Line residue. 69.608Carrier Common Line hypothetical net balance. 69.609End User Common Line hypothetical net balances. 69.610Other hypothetical net balances. 69.612Long term and transitional support. Subpart H-Pricing Flexibility 69.701Application of rules in this supbart. 69.703Definitions. 69.705Procedure. 69.707Geographic scope of petition. 69.709Dedicated transport and special ac- cess services other than channel termi- nations between LEC end offices and cus- tomer premises. 69.711Channel terminations between LEC end offices and customer premises. 69.713Common line, traffic-sensitive, and tandem-switched transport services. 69.714­69.724[Reserved] 69.725Attribution of revenues to
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
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  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
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  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
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  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
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  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
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  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
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  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
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  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
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  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
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  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
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  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
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  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
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  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
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  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
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  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
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  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
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  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
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  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
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  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
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  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
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  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
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  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
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  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
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  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
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  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304C97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304P97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1997PDFs/4304PF97.PDF
  • notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. Page159of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411(a). 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamountequals (rows8021timesthestatutoryFederalIncomeTaxRate)lessrows8015and8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).Thisamountequalsthesumofrows4066,4070, 4120,8013,and8014lessrows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofrows8007and8020. VII.ReturnData 8040 Averagenetinvestmentiscalculatedbydividingthesumoftheaveragenet investmentforeachmonthinthereportingperiodbythenumberofmonthsinthe reportingperiod. 8041 NetReturnequalsthesumofrows4066,4070,4090,and4120lessrows4072,7351, and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(row8041dividedbyrow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefundwhichisdevelopedinaccordancewithCCDocketNo.84-800,Phase I. 8044 NetReturnincludingFCCRefund,thetotalofrows8041and8043. Page160of165 FCCReport43-04-Rep.Def.RowInstructions December1997 8045 RateofReturn(inpercent)includingFCCRefundiscalculatedbydividingNet ReturnincludingFCCRefundbyAverageNetInvestment(row8044dividedbyrow 8040times100).Roundto2decimalplaces.ForPriceCapcompaniesthisrow shouldbepopulatedwithzerosforcolumns(i),(j),(k),(l),(m),(n),(o)and(p), pursuanttoCCDocket87-313,releasedApril17,1991. VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(rows9003-9005). Forexample,ifthereportingperiodistheyear1997,thefollowingdatashallbereported: (reportingperiod-1997) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1997. (secondannualperiodpriortothereportingperiod-1995) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1995(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1995(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1997, row9002wouldbereportedaszero.However,rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1995. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. Page161of165 FCCReport43-04-Rep.Def.RowInstructions December1997 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService Fundsupportreceivedduringthereportingperiodasreportedonrow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onrow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741 9007 NumberofhouseholdsinthestudyareareceivingLifelineConnectionAssistance pursuanttoSection36.711(b).
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/97158a.pdf
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/97158all.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/access/sec06.html
  • 208. 539. 47 C.F.R. 69.105(b)(1)(iii). 540. NPRM at 281. 541. ACTA Comments at 24; WorldCom Comments at 93. 542. Joint Board Recommended Decision, 12 FCC Rcd 87. 543. 47 U.S.C. 254(e). 544. 47 U.S.C. 254(d). 545. See Section III of the Universal Service Order. 546. 47 C.F.R. 36.601 et seq. 547. 47 C.F.R. 36.125(b). 548. 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 549. Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. 69.116. 550. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. Beginning in April 1989, LECs were permitted to withdraw from the
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/cor97157.wp
  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97158.wp
  • preserved and advanced, but in a manner that permits Federal Communications Commission FCC 97-158 Joint Board Recommended Decision, 12 FCC Rcd 87. 542 47 U.S.C. § 254(e). 543 47 U.S.C. § 254(d). 544 See Section III of the Universal Service Order. 545 47 C.F.R. § 36.601 et seq. 546 47 C.F.R. § 36.125(b). 547 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 548 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based 549 on the number of its presubscribed lines. 47 C.F.R. § 69.116. Prior to 1989 all LECs were required to participate in a pool of carrier common line costs and revenues. 550 Beginning in April 1989, LECs were permitted to withdraw
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
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  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
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  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
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  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
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  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
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  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
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  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
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  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
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  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
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  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
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  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
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  • economic costs for universal Federal Communications Commission FCC 97-157 For a more complete description of the existing universal service support mechanisms, see Common 519 Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 47 C.F.R. § 36.601 et. seq. 520 47 C.F.R. § 36.125(b). 521 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 522 113 service purposes. 206. Accordingly, to determine the appropriate level of federal support for service to rural, insular, and high cost areas, we invite states to submit cost studies consistent with the criteria that we prescribe herein and subject to Commission review and approval. State studies must be based on forward-looking economic cost, be consistent with the study used
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  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
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  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
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  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
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  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
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  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
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  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/appendi.pdf
  • in paragraphs (d) and (e) if the residential local exchange rate for such subscribers is reduced by an equivalent amount, provided that such local exchange service rate reduction is based upon a means test that is subject to verification. (g)(1) Paragraphs (g)(1) and (g)(2) are effective until December 31, 1997. * * * * * * * * 17. Section 69.612(a) is revised to read as follows: 69.612 Long term and transitional support. A telephone company that does not participate in the association Common Line tariff shall have computed by the association: (a) Long Term Support Obligation. (1) Beginning July 1, 1994 and until December 31, 1997, the Long Term Support payment obligation of telephone companies that do not participate in
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec07.pdf
  • lacking competition, as AirTouch suggests.[309]^(822) ^^ _________________________________________________________________ FOOTNOTES 519. For a more complete description of the existing universal service support mechanisms, see Common Carrier Bureau, Preparation for Addressing Universal Service Issues: A Review of Current Interstate Support Mechanisms (Feb. 23, 1996). 520. ^520 47 C.F.R. 36.601 et. seq. 521. ^521 47 C.F.R. 36.125(b). 522. ^522 47 C.F.R. 69.105, 69.502, 69.603(e), 69.612. 523. ^523 "Subscriber loops" or "loops" are the connection between the telephone company's central office and the customer's premises. In the Local Competition Order, the Commission defined the loop, for unbundling purposes, as "a transmission facility between a distribution frame, or its equivalent, in an ILEC central office, and the network interface device at the customer premises." Local Competition Order,
• http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.pdf
  • this Order is held invalid, either generally or as applied to particular persons or circumstances, the remainder of the Order or regulations, or their application to other persons or circumstances, shall not be affected. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary _________________________________________________________________ FOOTNOTES 2315. We also take this opportunity to correct errors made in the publication of 47 C.F.R. 69.612 of those portions of section 69.612 of the Commission's current rules, which will remain in effect. _________________________________________________________________ [2]Download Page | [3]HTML TOC | [4]PDF TOC References 1. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/sec16.html#N_2315_ 2. http://www.fcc.gov/ccb/universal_service/fcc97157/ 3. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157.html 4. http://www.fcc.gov/wcb/tapd/universal_service/fcc97157/97157pdf.html
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
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  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
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  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
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  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-06-86A1.txt
  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
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  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
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  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
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  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
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  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
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  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
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  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
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  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
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  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
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  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
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  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
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  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
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  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-00-2770A1.txt
  • by the universal service fund administrator pursuant to Sections 36.601 - 641 (rural carriers) or Section 54.309 (non-rural carriers).'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-01-507A1.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-02-3527A1.txt
  • from the ratebase and ratemaking considerations by inclusion of all direct and indirect costs in Column (d) - Adjustments.'' Row 1970 - the definition of this column is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-3912A1.txt
  • Liabilities and Deferred Credits - The balance of Account 4300. Amounts excluded from ratemaking are removed in Row 1780.'' Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-03-804A1.txt
  • Rulemaking. WCB staff further recommends that the Commission initiate rulemaking proceedings pursuant to USTA's Petition for Rulemaking under RM-9707, and further consider whether the public interest would be served by restructuring Parts 61 and 69, as USTA recommends. Finally, WCB staff finds, as the staff previously found in the 2000 Biennial Regulatory Review, that sections 69.116, 69.117, 69.126, 69.127, and 69.612 are no longer necessary in the public interest, and therefore recommends that proceedings be initiated to eliminate them. Except as noted above, WCB staff finds that the remaining rules in Part 69 are necessary in the public interest because they ensure that carriers' rates, terms and conditions for providing telecommunications services are just and reasonable, and thus recommends that they
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-04-3843A1.txt
  • FCC Report 43-01 (The Annual Summary Report) A. Table I - Cost and Revenue Report Definition - Row Instructions Row 1970 - The definition of this row is revised to read: ``Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DA-10-51A1.txt
  • of its customer operations. ordering clauseS Accordingly, IT IS ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3 of the Commission's rules, 47 C.F.R. §§ 0.91, 0.291, and 1.3, that the petition for waiver of sections 69.611 and 69.612 of the Commission's rules, 47 C.F.R. §§ 69.611 and 69.612, filed by Direct Communications Cedar Valley, LLC on August 29, 2006, IS DENIED, as described herein. IT IS FURTHER ORDERED, pursuant to sections 1, 4(i), 5(c), and 254 of the Communications Act of 1934, as amended, 47 U.S.C. §§ 151, 154(i), 155(c), and 254, and sections 0.91, 0.291, and 1.3
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-104945A1.txt
  • existing LTS program supports carriers with higher-than average subscriber line costs by providing carriers that are members of the NECA pool with enough 542 12 FCC Red 87. 543 47 U.S.C. § 254(e). 544 47 U.S.C. § 254(d). 545 Section III of the 546 47 C.F.R. § 36.601 547 47 C.F.R. § 36.125(b). 548 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612. 549 Each IXC with at least .05 percent of presubscribed lines nationwide contributes to the fund an amount based on the number of its presubscribed lines. 47 C.F.R. § 69.116. 16143 Federal Communications Commission FCC 97-158 support to enable them to charge IXCs only a nationwide average CCL interstate access rate.550 LTS payments reduce the access charges of smaller, rural
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A1.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-00-456A2.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues Comments The Commission sought public comment on the September Staff Report. USTA, ITTA, OPASTCO, NECA, WorldCom, Sprint and GSA filed comments on wireline Common Carrier issues. ITTA, WorldCom and GSA filed replies. The staff met with interested parties and considered the Petition for Rulemaking filed by USTA in August 1999 addressing 2000
• http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.doc http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.pdf http://hraunfoss.fcc.gov/edocs_public/attachmatch/FCC-03-337A1.txt
  • filed pursuant to the Transport Rate Structure and Pricing Report and Order become effective. Tariffs filed pursuant to that Report and Order have become effective for all applicable carriers. Therefore, by its own terms, section 69.127 is no longer applicable. Accordingly, we propose to repeal section 69.127, and seek comment on this proposal. Subpart G - Exchange Carrier Association. Section 69.612 provides for an effective period from July 1, 1994 through December 31, 1997 for long-term support payments to participants in the National Exchange Carrier Association common line tariff. These provisions are no longer applicable because their effective dates have expired. We therefore propose to repeal this section as no longer necessary, and seek comment on this proposal. PROCEDURAL MATTERS Ex
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  • its reference to paragraph (c) is removed. No parties oppose our proposed changes to these expired provisions. We therefore eliminate section 64.1903(c), and adopt language modifying section 64.1903(a), as set forth in Appendix B. Part 69 - Access Charges The Commission proposed deleting sections 69.116 (Universal Service Fund), 69.117 (Lifeline Assistance), 69.126 (Nonrecurring Charges), 69.127 (Transitional Equal Charge Rule), and 69.612 (Long Term and Transitional Support), noting that either the effective dates for these sections have passed or the sections are no longer relevant to the carriers to which they had applied. No commenter opposes our proposal to eliminate these sections. We therefore eliminate sections 69.116, 69.117, 69.126, 69.127, and 69.612, as set forth in Appendix B. Procedural Matters Paperwork Reduction
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.txt http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99120.wp
  • of the confusion it may create with the new universal service support mechanisms that the Commission has created pursuant to section 254 of the Communications Act. 9 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 10 47 U.S.C. § 254(b)(3). 11 47 U.S.C. § 254(a). 12 Federal-State Joint Board on Universal Service, Recommended Decision, CC Docket No. 96-45, 12 FCC Rcd 87 (1996) (First Recommended Decision). 13 Universal Service Order, 12 FCC Rcd at 8890, para. 206. In the Universal Service Order, the Commission concluded that the federal universal service support mechanism would support
• http://www.fcc.gov/Bureaus/Common_Carrier/Notices/1999/fcc99235.doc
  • the Uniform System of Accounts requirements made pursuant to § 32.16 of this chapter, as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (iii) changes in the Separations Manual; (iv) changes to the level of obligation associated with the Long Term Support Fund and the Transitional Support Fund described in § 69.612; (v) the reallocation of investment from regulated to nonregulated activities pursuant to § 64.901; (vi) such tax law changes and other extraordinary cost changes as the Commission shall permit or require be treated as exogenous by rule, rule waiver, or declaratory ruling. (vii) as of January 1, 2000, the retargeting of the PCI to the level specified by the Commission
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/apb97253.wp
  • 1, 1998, the billing and collection of Lifeline support shall be performed in a manner consistent with § 54.709. (e) Upon the incorporation and commencement of operations by the association's independent subsidiary that, pursuant to § 69.613, will administer temporarily specified portions of the universal service support mechanisms, the association shall no longer compute, in accordance with §§ 69.105 and 69.612, the mandatory Long Term Support payment of telephone companies that are not association Common Line tariff participants, bill or collect the appropriate amounts on a monthly basis from such telephone companies, or distribute Long Terms Support revenue among association Carrier Common Line tariff participants. Such functions shall be assumed by the independent subsidiary of the association as provided in §
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97253.wp
  • (SBREFA), Subtitle II of the Contract with America Advancement Act of 1996, Pub. L. No. 104-121, 110 Stat. 847 (1996) (CWAAA). See 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing 172 universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the LTS program (47 C.F.R. §§ 69.2(y), 69.612), and TRS fund (47 C.F.R. § 64.604(c)(4)(iii). 44 affected entities. For this part of the Order, we have prepared a Final Regulatory Flexibility Analysis (FRFA), as required by 5 U.S.C. § 603. 1. Certification 84. In the NECA NPRM, the Commission tentatively certified that the rules it proposed to adopt in this proceeding would not have a significant economic impact
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.html http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.wp
  • 42. See generally 47 C.F.R. 1.1202, 1.203, and 1.1206. 43. 5 U.S.C. 603. 44. 5 U.S.C. 605(b). 45. 5 U.S.C. 601(3). 46. 15 U.S.C. 632(a). 47. See 47 C.F.R. 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. 69.117, 69.603), the LTS program (47 C.F.R. 69.2(y), 69.612); and TRS Fund (47 C.F.R. 64.604(c)(4)(iii). 48. 5 U.S.C. 605(b). 49. 47 C.F.R. 1.415, 1.419. 50. Comments and reply comments also must comply with section 1.49 and all other applicable sections of the Commission's rules. See 47 C.F.R. 1.49. We require that a summary be included, however, with all comments and reply comments, regardless of length. References 1. http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1997/fcc97292.txt 2.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1998/fcc98279.wp
  • (LECs) and LECs that served rural and high cost areas: high cost loop support,28 dial equipment minutes (DEM) weighting, and the Federal Communications Commission FCC 98-279 29 The Commission's rules governing these programs are set forth at 47 C.F.R. §§ 36.601 et. seq. (high cost loop fund); 47 C.F.R. § 36.125(b) (DEM weighting); and 47 C.F.R. §§ 69.105, 69.502, 69.603(e), 69.612 (LTS). 30 47 U.S.C. § 254(a). 31 Universal Service Order, 12 FCC Rcd at 8890, para. 206. Alternatively, states may elect to submit cost studies or models that will be used to compute the forward-looking cost. State cost studies or models must meet the criteria established in the Universal Service Order. The Joint Board may soon provide the Commission with
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.txt http://www.fcc.gov/Bureaus/Common_Carrier/Orders/1999/fcc99173.wp
  • 137LEC Price Cap Order, 5 FCC Rcd at 6793-94 (para. 58). 138Access Reform First Report and Order, 12 FCC Rcd at 16027-28 (paras. 108-10). Federal Communications Commission FCC 99-173 24 confusing.139 We find that creating even more PCI formulas as Frontier or Sprint suggest would unnecessarily complicate the rules. 65. Frontier and Sprint also recommend replacing the cross-reference to section 69.612 in section 61.45(d)(1)(iv), which permits price cap LECs to make exogenous adjustments to reflect changes in Universal Service obligations, with a cross-reference to the Universal Service obligations spelled out in Part 54 of the Commission's rules.140 We find that it is reasonable to update the exogenous cost rules to reflect the recent changes the Commission has adopted to its Universal
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001434.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the reentry of nonpooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at paras.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001625.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001862.txt
  • of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. See 47 C.F.R. § 69.3(g)(3); see also Common Line Pool Order at 245. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-9166.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001863.txt
  • also note that the Commission specifically delegated to the Chief of the Common Carrier Bureau the authority to act on such waiver requests. See id. at 244. Id. at 244. Id. In the Common Line Pool Order, the Commission also required that the re-entry of non-pooling access lines not significantly increase Transitional Support. We note that, in accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). We also note that in the First Report and Order the Commission concluded that the burden of LTS for common line pool LECs should be shifted from the non-pooling LECs to all providers of interstate telecommunications services. See First Report and Order at 9164-66.
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/da001894.txt
  • 61.41(c)(2) and the Definition of "Study Area" Contained in Part 36, Appendix-Glossary of the Commission's Rules, Memorandum Opinion and Order, 12 FCC Rcd 16343, 16350 (Acc. Aud. Div. 1997). 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2000/fcc00456.txt
  • distance services by interLATA carriers; 53.201(a)-(b) - Services for which a separate 272 affiliate is required; 54.701(b)-(e) - Administrator of universal service support mechanisms; 64.1320 - Payphone compensation verification and reports; 64.1903(c) - Obligations of all incumbent independent local exchange carriers; 69.116 - Universal service fund; 69.117 - Lifeline assistance; 69.126 - Nonrecurring charges; 69.127 - Transitional equal charge rule; 69.612 - Long term and transitional support. The Lifeline Assistance program was significantly revised and moved to Part 54 in 1997. MCI WorldCom, Inc. v. FCC, 209 F.3d 760 (D.C. Cir. 2000). 2000 Biennial Regulatory Review; Policy and Rules Concerning the International Interexchange Marketplace, IB Docket No. 00-202, Notice of Propose Rule Making, 15 FCC Rcd 20008 (2000) (International Detariffing NPRM).
• http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.doc http://www.fcc.gov/Bureaus/Common_Carrier/Orders/2001/da010507.txt
  • 1,605 access lines. See id. at Attachment A. Id. at 12-13. See MTS and WATS Order, 3 FCC Rcd at 6642. See supra note 72. See supra note 69. 47 C.F.R. § 69.3(e)(11). We note that section 69.3(e)(11) of the Commission's rules is also applicable to changes in Transitional Support resulting from a merger of acquisition. In accordance with section 69.612 of the Commission's rules, Transitional Support expired on June 30, 1994. See 47 C.F.R. § 69.612(b). See Amendment of Part 69 of the Commission's Rules Relating to the Common Line Pool Status of Local Exchange Carriers Involved in Mergers or Acquisitions, CC Docket No. 89-2, Report and Order, 5 FCC Rcd 231, 248 (1989) (Common Line Pool Order). See 47
• http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.pdf http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.txt http://www.fcc.gov/Bureaus/Common_Carrier/Public_Notices/1998/da981336.wp
  • U.S.C. § 601(6). 31 5 U.S.C. § 601(4). 32 NECA Governance Order, 12 FCC Rcd at 18444-45. 33 Id. See also 47 C.F.R. §§ 69.601, 69.603. NECA subsequently assumed responsibility for administering the existing universal service fund (47 C.F.R. §§ 69.116, 69.603), the Lifeline Assistance program (47 C.F.R. §§ 69.117, 69.603), the Long Term Support program (47 C.F.R. §§ 69.2(y), 69.612), and the Telecommunications Relay Services fund (47 C.F.R. § 64.604(c)(4)(iii)). 34 NECA Governance Order, 12 FCC Rcd at 18444-45. 7 Regulatory Flexibility Analysis The Regulatory Flexibility Act (RFA)28 requires that a regulatory flexibility analysis be prepared for notice and comment rulemaking proceedings, unless the agency certifies that "the rule will not, if promulgated, have a significant economic impact on a
• http://www.fcc.gov/Reports/biennial2000report.doc http://www.fcc.gov/Reports/biennial2000report.pdf http://www.fcc.gov/Reports/biennial2000report.txt
  • distance services by interLATA carriers. 53.201(a)-(b) - Services for which a separate 272 affiliate is required. 54.701(b)-(e) - Administrator of universal service support mechanisms. 64.1320 - Payphone compensation verification and reports. 64.1903(c) - Obligations of all incumbent independent local exchange carriers. 69.116 - Universal service fund. 69.117 - Lifeline assistance. 69.126 - Nonrecurring charges. 69.127 - Transitional equal charge rule. 69.612 - Long term and transitional support. Other Issues The USTA Petition and Industry Comments In preparation for this Report, the staff has met with interested parties to discuss common carrier issues, including the United States Telephone Association (USTA), Competitive Telecommunications Association (CompTel), the Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO), National Telephone Cooperative Association (NTCA), the
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304C98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304P98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1998PDFs/4304PF98.PDF
  • NetinvestmentusedtoallocatefixedchargespursuanttoSection36.412(b)(4). 8012 CombinedinvestmentusedtoallocatefixedchargespursuanttoSection69.411. 8013 InternalRevenueServiceIncomeadjustmentthatisthedifferencebetweentaxable incomereportedforInternalRevenueServicepurposesandtaxableincomereported inaccordancewithPart32. 8014 FCCtaxableincomeadjustmentthatisthenetofthefollowing:(1)taxableincome notincludedabovethattheFCChasexpresslyallowedforratemakingpurpose;and (2)taxableincomeincludedabovethattheFCChasexpresslydisallowedfor ratemakingpurposespursuanttoPart65. 8015 InvestmentTaxCreditamortizationthatisthenetamortizationassociatedwith Account7210,OperatingInvestmentTaxCredits.SeeSection32.7210. 8016 TelecommunicationPlantinServicethatisusedtoallocateInvestmentTaxCredit amortizationpursuanttoSection36.412(c). 8017 CombinedinvestmentthatisusedtoallocateInvestmentTaxCreditamortization pursuanttoSection69.411. FCCReport43-04-Rep.Def.RowInstructions December1998 Page153of158 8018 FCCInvestmentTaxCreditwhichisthenetofthefollowing:(1)InvestmentTax CreditnotincludedabovethattheFCChasexpresslyallowedforratemaking purposes;and(2)theInvestmentTaxCreditincludedabovethattheFCChas expresslydisallowedforratemakingpurposepursuanttoPart65. b)FederalIncomeTax 8020 FederalincometaxthatisallocatedpursuanttoSection36.412(b).Thisamount equalsRow8021timesthestatutoryfederalIncometaxratelessRows8015and 8018. 8021 ApproximatenettaxableincomeusedtoallocateFederalIncomeTaxpursuantto Sections36.412(b)and69.402(a).ThisamountequalsthesumofRows4066,4070, 4120,8013,and8014lessRows4072,7351,8007,and8010. 8030 TotalOperatingTaxes,totalofRows8007and8020. VII.ReturnData 8040 TotalofRow2260lessRow3430. 8041 NetReturnequalsthesumofRows4066,4070,4090,and4120lessRows4072, 7351,and8030. 8042 RateofReturn(inpercent)iscalculatedbydividingNetReturnbyAverageNet Investment(Row8041dividedbyRow8040times100).Roundto2decimalplaces. ForPriceCapcompaniesthisrowshouldbepopulatedwithzerosforcolumns(i),(j), (k),(l),(m),(n),(o)and(p),pursuanttoCCDocket87-313,releasedApril17,1991. 8043 FCCRefunddatanotrequired.Enter"N/A." 8044 NetReturnincludingFCCRefunddatanotrequired.Enter"N/A." 8045 RateofReturnincludingFCCRefunddatanotrequired.Enter"N/A." VIII.OtherData 9000 CarrierCommonLinetransitionalsupportwhichistheamountreceived(positive amount)ordisbursed(negativeamount)pursuanttoSection69.612(b). 9001 CarrierCommonLinelongtermsupportwhichistheamountoflongtermsupport submittedtoNECApursuanttoSection69.612(a).Thisitemisanegativeamount. FCCReport43-04-Rep.Def.RowInstructions December1998 Page154of158 NOTE:Rows9002-9005aretoreflect(1)theamountofuniversalservicefundsupport receivedduringthereportingperiod(Row9002),and(2)theelementsfromthesecondannual periodpriortothecurrentreportingperiodusedbytheUSFadministratortocalculatethe aforementionedamountofuniversalservicesupport(Rows9003-9005). Forexample,ifthereportingperiodistheyear1998,thefollowingdatashallbereported: (reportingperiod-1998) Row9002(Univ.Serv.FundAlloc.) = thetotalamountofuniversalservicefund (USF)supportreceivedduring1998. (secondannualperiodpriortothereportingperiod-1996) Row9003(Unsep.USFLoopCost) = thestudyareatotalunseparatedUSFloop costascalculatedfortheyear1996(per §36.621). Row9004(No.ofWorkingUSFLoops)= thestudyareatotalworkingUSFloopsasof December31,1996(per§36.611(h)). Row9005(Unsep.USFCostperLoop) = thestudyareatotalunseparatedUSFloop cost(row9003)÷thestudyareatotal workingUSFloops(row9004)(per §36.622(b)). Additionally,forexample,ifthereportingcarrierdidnotqualifyforUSFsupportduring1998, Row9002wouldbereportedaszero.However,Rows9003,9004,and9005muststillbe completedwiththeappropriatedatafortheyear1996. 9002 UniversalServiceFund(USF)supportreceivedforthereportingperiodascalculated bytheUniversalServiceFundadministratorpursuanttoSections36.601-641. 9003 Studyareatotalunseparatedloopcost,ascalculatedbytheUniversalServiceFund administratorpursuanttoSections36.621,usedtodeterminetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreporttheunseparatedUSFloop costonthisrow. 9004 StudyareauniversalserviceworkingloopsusedtocalculatetheUniversalService FundsupportreceivedduringthereportingperiodasreportedonRow9002.Carriers notqualifyingforUSFsupportarestillrequiredtoreportthenumberofworkingUSF loopsinthisrow. 9005 Studyareaaverageunseparatedloopcostperworkingloop,ascalculatedbythe UniversalServiceFundadministratorpursuanttoSection36.622(b),usedtodetermine FCCReport43-04-Rep.Def.RowInstructions December1998 Page155of158 theUniversalServiceFundsupportreceivedduringthereportingperiodasreported onRow9002.CarriersnotqualifyingforUSFexpenseallocationarestillrequiredto reporttheUSFcostperlooponthisrow. 9006 LifelineConnectionAssistanceexpenseallocationwhichiscalculatedpursuantto Section36.701-.741
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304C99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/1999PDFs/4304P99.PDF
  • of Return including FCC Refund data not required. Enter "N/A." FCC Report 43-04 ­ Rep. Def. - Instructions December 1999 Page 152 of 156 . VIII. Other Data 9000 Carrier Common Line transitional support data not required. Enter "N/A." 9001 Carrier Common Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount. NOTE: Rows 9002 - 9005 are to reflect (1) the amount of universal service fund support received during the reporting period (Row 9002), and (2) the elements from the second annual period prior to the current reporting period used by the USF administrator to calculate the aforementioned amount of universal service support (Rows 9003
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301C00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4301P00.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304C00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2000PDFs/4304P00.PDF
  • places. For Price Cap companies this row should be populated with zeros for columns (i), (j), (k), (l), (m), (n), (o) and (p), pursuant to CC Docket 87-313, released April 17, 1991. VIII. Other Data 9001 Carrier Common Line long term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 1999 to December 31, 1999 times 0.006027 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2000 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301C01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2001PDFs/4301P01.PDF
  • fund high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970.Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2000 to December 31, 2000 times 0.006099 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2001 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301c02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2002PDFs/4301p02.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2001 to December 31, 2001 times 0.006135 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA April 1, 2002 on FCC
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301c03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2003PDFs/4301p03.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2002 to December 31, 2002 times 0.006715 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2003 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301c04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/2004PDFs/4301p04.pdf
  • high loop cost support received for the reporting period as calculated by the universal service fund administrator pursuant to Sections 36.601 ­ 641 (rural carriers) or Section 54.309 (non-rural carriers). 1970 Common Line Support-Long Term - Enter the amount of long-term support (LTS), which is a portion of the carrier's Universal Service contribution payment submitted to NECA pursuant to Section 69.612(a). The amount reported in this row is calculated as follows: Total Interstate and International End User Telecommunications Revenue (less International Exception Revenue) from January 1, 2003 to December 31, 2003 times 0.003548 (the LTS portion of the annualized Universal Service contribution factor). The revenues to be used in this calculation are as reported to NECA on April 1, 2004 on
• http://www.fcc.gov/wcb/armis/documents/dkt_86_182_order_da_90_30.pdf
  • including FCC Row 8045 -The instruction is revised to read, "Rate of Return including FCC Refund (in percent) is calculated by dividj.ng Net Return including FCC Refund by Average Net Investment (row 8044 divided by row 8040)". Row 9000 -The instruction is revised to read, "Carrier transitional support which is the amount received (positive disbursed (negative amount) pursuant to Section 69.612(b)". Common Line amount) or Row 9001 -The instruction is revised to re~ld, "Carrier Common Line long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative amount." Row 9002 -The instruction is revised to read, "Universal Service Fund expense allocation which is calculated pursuant to Sections 36.601-.641. Carriers with higher than average non-traffic-sensitive loop costs must
• http://www.fcc.gov/wcb/armis/documents/order_da_91_143.pdf
  • rows 8041 and 8043. FCC Report 43-04 -Rep. Def. -Row Instructions November 1990 Page 65 of 66 Rev Rate of Return including FCC Refund (in percent) by dividing Net Return including FCC Refund Investment (row 8044 divided by row 8040). is calculated by Average Net VIII. Other Data 9000 Carrier Common Line transitional received (positive amount) or pursuant to Section 69.612(b). support disbursed which is the (negative amount amount) 9001 Carrier Conunon Line long term support which is the amount of long term support submitted to NECA pursuant to Section 69.612(a). This item is a negative alnlount. Universal Service Fund expense .allocation which is calculated pursuant to Sections 36.6o1-.6J11. Carriers with higher than average non-traffic-sen~litive loop costs must report their interstate