OUS Fund - Filing Requirements

A. Who must file:

All certified TSPs in Oregon, as defined by OAR 860-032-0001(10), must file the TSP identification worksheet (OUS 1) and the OUS contribution worksheet (OUS 2). This includes telecommunications utilities, competitive providers, and cooperatives. Eligible LECs for OUS distributions must, in addition, file the OUS distribution worksheet (OUS 3) to receive support. Radio common carriers (RCCs), to the extent they elect to participate in the OUS fund and are designated as eligible by the Public Utility Commission of Oregon (PUC), must also file OUS worksheets. See ORS 759.425(7).

B. When and where to file:

The OUS 1 Worksheet must be filed with the OUS administrator to establish or change the provider’s identification information. The administrator shall maintain current identification information, and shall request that an updated form be submitted at least annually.

The OUS 2 Worksheet must be filed with the OUS administrator within 40 days of the close of each quarter (i.e., by the tenth day of the second month following the close of the quarter).  See Quarterly OUS 2 Revenue Reporting and Payment Schedule.

The OUS 3 Worksheet must be filed with the OUS administrator within 40 days of the close of each month (i.e., by the tenth day of the second month following the close of each month).  See Monthly OUS 3 Line Count Reporting and Payment Schedule.

C. Confidentiality:

Information provided on the OUS 2 and OUS 3 Worksheets is considered confidential and will be handled as such by the administrator to the extent allowed by law. Other information maintained by the OUS administrator, including the identification of contributors and eligible LECs, the administrator’s budget, the amounts collected and distributed to telecommunications providers, and the economic cost per line database, are not considered confidential.

D. Compliance:

TSPs and eligible LECs failing to file the OUS Worksheets and OUS contributions in a timely fashion may be subject to enforcement provisions. The administrator shall make reasonable efforts to secure timely payments from contributors including assessing late payment charges on delinquent contributions. After unsuccessful efforts to secure payments or receive requested information, the administrator shall notify the PUC and Advisory Board for further enforcement activity. That enforcement activity may include cancellation or suspension of the provider’s certificate of authority (under OAR 860-032-0015).

E. Pay Phone Provider Refunds:

Oregon Revised Statute (ORS) 759.425(8) allows pay telephone providers to apply for a refund of the OUS surcharge imposed on, and paid by, the provider for the provision of pay telephone services.  See ORS 759.425(8).  The PUC adopted rules for the refund of OUS surcharges in docket AR 454. See PUC Order 03-221 and Oregon Administrative Rule 860-032-0670.  Pay telephone providers seeking a refund must file an Application for Refund of the Oregon Universal Service Surcharge.   

For more information, see OUS Forms, Worksheets, Schedules, Instructions and FAQs.