Fcc Form 499-A - Telecommunications Reporting Worksheet

Instructions to the Telecommunications Reporting Worksheet, Form 499-A

Exception for government, broadcasters, schools and libraries

Certain entities are explicitly exempted from contributing directly to the universal service support mechanisms and

need not file this Worksheet. Government entities that purchase telecommunications services in bulk on behalf of

themselves (e.g., state networks for schools and libraries) are not required to file or contribute directly to universal

service. Public safety and local governmental entities licensed under Subpart B of Part 90 of the Commission's rules

are not required to file or contribute directly to universal service. Similarly, if an entity provides interstate

telecommunications exclusively to public safety or government entities and does not offer services to others, that

entity is not required to file or contribute directly to universal service. In addition, broadcasters, non-profit schools,

non-profit libraries, non-profit colleges, non-profit universities, and non-profit health care providers are not required

to file the Worksheet or contribute directly to universal service.

Exception for systems integrators and self providers

Systems integrators that derive less than five percent of their systems integration revenues from the resale of

telecommunications are not required to file or contribute directly to universal service. Systems integrators are

providers of integrated packages of services and products that may include the provision of computer capabilities,

interstate telecommunications services, remote data processing services, back-office data processing, management of

customer relationships with underlying carriers and vendors, provision of telecommunications and computer

equipment, equipment maintenance, help desk functions, and other services and products. Entities that provide

services only to themselves or to commonly-owned affiliates need not file.

Filing by Legal Entity

Each legal entity that provides interstate telecommunications service for a fee, including each affiliate or subsidiary

of an entity, must complete separately and file a copy of the attached Telecommunications Reporting Worksheet,

except as provided for below. Entities that have distinct articles of incorporation or articles of formation are

separate legal entities. Each affiliate or subsidiary should identify their ultimate controlling parent or entity on

Block 1 Line (106) -- Holding Company.

Consolidated filing will be permitted only if the filing entity certifies that all of the following conditions are met:

(1)

A single entity oversees the management of the affiliated systems;

(2)

A single entity sends bills to customers and these bills identify a single entity (or trade name) as the

service provider, rather than identifying the individual legal entities;

(3)

All revenues are posted to a single general ledger;

(4)

To the extent that separate revenue and expense accounts exist, they are derived from one

consolidated set of books and the consolidated filing must cover all revenues contained in the

consolidated books;

(5)

Customers have a single point of contact;

(6)

The consolidated filer acknowledges that process served on the consolidated filer would represent

process served on any or all of the affiliated legal entities;

(7)

The consolidated filer agrees to document and resolve all slamming complaints that might be

Federal-State Joint Board on Universal Service, 1998 Biennial Regulatory Review - Streamlined Contributor

Reporting Requirements Associated with Administration of Telecommunications Relay Service, North American

Numbering Plan, Local Number Portability, and Universal Service Support Mechanisms, Telecommunications

Services for Individuals with Hearing and Speech Disabilities, and the Americans With Disabilities Act of 1990,

Administration of the North American Numbering Plan and North American Numbering Plan Cost Recovery

Contribution Factor and Fund Size, Number Resource Optimization, Telephone Number Portability,

Truth-in-Billing and Billing Format, CC Docket Nos. 96-45, 98-171, 90-571, 92-237, 99-200, 95-116, 98-170,

Further Notice of Proposed Rulemaking and Report and Order, 17 FCC Rcd 3752 (2002) (First Further Notice).

Instructions -- Page 7

Fcc Form 499-A - Telecommunications Reporting Worksheet - 2003 Page 14

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