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Oregon Universal Service Fund - Worksheet 2 (OUS2)

OUS2 Filing Instructions

Filing Options

  1. File online for ease.
  2. Download the worksheet, then print the document and either scan it to email or fax it.
 

OUS2 Worksheet Instructions

 
Block 1: List revenue information for the 3-month period beginning and ending as indicated. A check-list is provided to indicate whether the revenue data is original or revised. The company identification number shown in the upper right corner allows revenue information to be matched with telecommunications service provider (TSP) identification information provided on the OUS1 Worksheet. 
 
Block 2: Record gross billed Oregon revenues from all sources, including non-regulated and non-telecommunications services, with no allowances for uncollectible on lines 1-27. Gross billed revenues are revenues derived from services provided in Oregon (includes intrastate, interstate, and international) even though the physical billing address may be out of state. Record net settlements (i.e., the difference between booked revenues and gross billed revenues due to international settlements, National Exchange Carrier Association (NECA) access pool settlements, etc.) on line 28. Record out-of-period adjustments on line 29. Record the total gross revenue amount, reflecting the sum of billed revenues, net settlements, and out-of-period adjustments, on line 31. This value should equal the gross booked revenue amount as recorded on the TSP’s financial statement before uncollectible.
 
Record revenues in two columns - Total Oregon Revenues (Column A) and Oregon Intrastate Revenue (Column B). The jurisdictional identification of the revenues should be consistent with Federal Communications Commission (FCC) separation rules in Title 47 CFR 36.201-225. In general, Oregon intrastate revenues are derived from telecommunications services that originate and terminate within the state regardless of how the communication is routed.
 
Billed revenues from services provided to other TSPs, who in turn contribute to the OUSF (i.e., wholesale revenues), are recorded on lines 1-11. Record billed revenues from services provided to end users and non-OUSF contributors (i.e., retail revenues) on lines 12-20. Line 20, billed revenue from end users and non-OUSF contributors) is the basis for the OUSF contributions. Other revenues that are excluded from the OUSF contribution base are recorded on lines 21-30. Record revenues from services provided to other TSPs, who in turn contribute to the OUSF (i.e., wholesale revenues), on lines 1-11. Billed revenues from services provided to end users and non-OUSF contributors (i.e., retail revenues) are recorded on lines 12-20. Line 20, billed revenue from end users and non-OUSF contributors) is the basis for the OUSF contributions. Record other revenues that are excluded from the OUSF contribution base on lines 21-30.
 
To allow the contributor to determine the amount owed to the OUSF, copy the retail revenue amount from line 20 onto line 31. The contribution rate for the revenue period is provided on line 32. Multiplying lines 31 and 32 gives the contribution amount to be recorded on line 33. Pay this amount to the OUSF Administrator by the date noted on the bottom of the worksheet (typically the 28th of the month after the close of the recovery quarter). 
 

Part A: Billed revenue from services provided to other TSPs that in turn contribute to the OUSF (i.e., wholesale revenue) 

 
All revenues shown in lines 1-11 are wholesale revenues derived from services, functions, or equipment provided to other Oregon TSPs who in turn incorporate these elements into their own telecommunications services subject to OUSF contributions. These wholesale revenues also include benefits received from the state and federal universal service funds. Revenues shown in lines 1-11 are wholesale revenues derived from services, functions, or equipment provided to other Oregon TSPs who in turn incorporate these elements into their own telecommunications services subject to OUS contributions. These wholesale revenues also include benefits received from the state and federal universal service funds.
 
Please complete Column A, Total Oregon. Column B, Intrastate Oregon, may be left blank. 
 
Line 1: List revenues derived from the lease of unbundled network elements (UNEs) to other TSPs. See Section 251(c)(3) (47 U.S.C. 251) of the Communications Act of 1934, as amended by the Telecommunications Act of 1996 (the Act). 
 
Line 2: List revenues derived from finished services provided to telecommunications resellers. A reseller is a TSP that incorporates finished services (not UNEs) into its own service offerings. See Section 251(c)(4) of the Act.
 
Line 3: List revenues derived from local exchange interconnection charges for transport and termination. See Section 251(c)(2) of the Act.
 
Line 4: List revenues derived from switched and special access services, and presubscribed interexchange carrier charges (PICCs) charged to interexchange carriers (IXCs).
 
Line 5: Include payphone compensation from toll and/or operator service providers for originating toll calls.
 
Line 6: Provide revenues derived from other "wholesale" local exchange services provided to TSPs that are not reasonably included with other categories. An example is charges for equipment collocation.
 
Line 7: List revenues derived from universal service support. This includes USF support received from state and federal programs for high-cost, low-income (i.e., Lifeline and Link-Up), hearing and speech impaired, schools and libraries, and rural health care programs.
 
Line 8: Include revenues derived from wholesale mobile service provided to resellers.
 
Line 9: Provide "wholesale" message toll and interexchange private line revenues offered to other toll providers for resale.
 
Line 10: List revenues derived from other "wholesale" long distance services including lease of satellite capacity.
 
Line 11: Is a subtotal of billed revenues derived from other TSPs.
 

Part B: Billed revenue from services provided to end users and non-OUS contributors (i.e., retail revenue)

 
All revenues shown in lines 12-19 are retail revenues derived from services, functions, or equipment provided to end users or non-OUSF contributors.
Please complete both Column A, Total Oregon and Column B, Intrastate Oregon. 
 
Line 12: Include local exchange service revenues including monthly service, local calling, connection charges, vertical features, EAS revenues, and public telephone access. Also report revenues derived from radio common carrier (RCC) interconnection to landlines in cases where the RCC is not participating in the OUSF here. These revenues are predominately intrastate; i.e., recorded in Column A and Column B. 
 
Line 13: List revenues derived from federal subscriber line charges and presubscribed interexchange carrier charges (PICCs) assessed on end users. These revenues are interstate; i.e., recorded in Column A only. 
 
Line 14: Provide revenues derived from local private lines and special access charged to end-users. These revenues are directly assigned to the jurisdiction based on end user termination. 
 
Line 15: List revenues derived from other local exchange and miscellaneous services not reasonably included with other revenue categories. Included on this line are local directory assistance revenue, rent revenue, and other miscellaneous revenues. These revenues are generally intrastate. 
 
Line 16: Include revenues derived from retail mobile services excluding toll revenue (recorded on line17) and CPE (i.e., mobile telephone equipment) (recorded on line 22). These revenues are allocated between inter- and intrastate based on relative use. 
 
Line 17: Provide revenues derived from message toll and interexchange private line services, including sent-paid calls, pre-paid calling cards, operator handled and special billing calls, ‘800’ service, WATS, ‘900’ services, and long distance directory assistance. For certain types of international calls, See line 24. These revenues are allocated between inter- and intrastate based on relative use. 
 
Line 18: List revenues derived from other long distance services not reasonably shown elsewhere. These revenues are allocated between inter- and intrastate based on relative use. 
 
Line 20: Is a subtotal of billed revenues derived from end users and non-OUSF contributors. Copy the amount on this line to line 32. 
 
 

Part C: Revenues excluded from the OUSF contribution base


Part C contains revenues that are excluded from the OUSF contribution base either because:
(1)  They are not current "billed" revenues (lines 28 and 29);
(2)  They are not derived from telecommunications services as defined by the FCC (lines 21, 22, 25, 26, and 27);
(3)  They are international calls that originate and terminate in foreign points but billed in Oregon (line 24); or
(4)  They are non-regulated pay telephone coin revenues. These revenues are included for federal USF purposes but excluded for OUSF purposes because pay phone providers are considered end user "call aggregators" under ORS 759.690. (line 23).
Please complete Column A, Total Oregon Excluded Revenues. Column B, Intrastate Oregon Excluded Revenues may be left blank. 
 
Line 21: Include revenues derived from information and enhanced services. See OAR 860-035-0020(13). This line excludes revenue derived from (or allocated components to) telecommunications services associated with local exchange access (recorded on lines 12 or 14) or basic interexchange transmission (recorded on line 17). 
 
Line 22: List revenues derived from the sale, lease, maintenance, or insurance of customer premises equipment (CPE). 
 
Line 23: Include local pay telephone coin revenues. This line excludes payphone compensation from toll providers (recorded on line 5) and message toll coin revenue (recorded on line 17) and local exchange public access (recorded on line 12). 
 
Line 24: Provide toll revenues billed in Oregon but associated with international calls that originate and terminate in foreign points.
 
Line 25: List directory publishing revenues including revenues derived from unlisted and non-published telephone numbers.
 
Line 26: Include revenues derived from billing and collection services provided to other carriers.
 
Line 27: Include revenues derived from other non-telecommunications services.
 
Line 28: Include net settlement revenues due to international toll settlements, NECA access pool settlements, etc.
 
Line 29: Provide out-of-period journal adjustments. 
 
Line 30: Is a subtotal of excluded revenues. 
 
Part D: Calculating the OUS fund contribution 
 
Line 31: Is the retail revenue amount from line 20, Column B.
 
Line 32: Is the OPUC authorized contribution rate.
 
Line 33: Equals the product of lines 31 and 32. This is the amount owed to the OUSF.
The certifying officer or manager of the company must sign and date the OUS2 Worksheet certifying its accuracy to the best of his/her knowledge.
 
 

Where to Send the Worksheet

If filing online, just hit the Submit button.
If utilizing the fillable PDF, print the completed worksheet and do one of the following:
  1. Scan and email it to the OUSF Administrator
  2. Fax to (973) 599-6571
  3. Print and mail to:

OUSF Solix, Inc. 
Attn: Sal Cooper
P.O. Box 685
Parsippany, NJ  07054-0685

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