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P7,P&nu2`8(,YG`4@ x7X\o{,W80,iBZW*f9 xr G;X7jC:,#ynXj\  P6G;XPtionaltointernational services onlyX"XNX"wXX"k!X uS'@Instructions -- Page @ӊ  2' uS'#djp P7CP#`z(#7Instructions to the Telecommunications Reporting Worksheet, Form 499A   yxxdddy2`(#3#djp P7CP#FCC Form 499, July 1999 `(#Approved by OMB 30600855  uS'`6(#Estimated Average Burden Hours Per Response: 8 Hours#X\  P6G;ɒP#у  g Ax #jp P7P#Telecommunications Reporting Worksheet, FCC Form 499A ă  X44 #&njp P7+&P#Instructions for Completing the  Worksheet for Filing Contributions  to Telecommunications Relay Service,  Universal Service, Number Administration,  X4 and Local Number Portability Support Mechanisms#&d2PG;t&P#   ND '\ s* * * * *  W 4 x#&njp P7+&P#NOTICE TO INDIVIDUALS: Sections 54.703, 54.711, and 54.713 of the Federal Communications  xCommission's rules require all telecommunications carriers providing interstate telecommunications  x}services, providers of interstate telecommunications that offer interstate telecommunications for a fee  xon a noncommon carrier basis, and payphone providers that are aggregators to contribute to universal  xEservice and file this Telecommunications Reporting Worksheet (FCC Form 499) twice a year. 47  x"C.F.R.  54.703, 54.711, 54.713. Section 52.17 provides that all telecommunications carriers in the  xNUnited States shall contribute on a competitively neutral basis to meet the costs of establishing  xnumbering administration, and directs that contributions shall be calculated and filed in accordance  xwith this worksheet. 47 C.F.R.  52.17. Section 52.32 provides that the local number portability  xadministrators shall recover the shared costs of longterm number portability from all  xctelecommunications carriers. 47 C.F.R.  52.32. Section 64.604 requires that every carrier providing  x interstate telecommunications services shall contribute to the Telecommunications Relay Services (TRS)  xFund on the basis of its relative share of interstate enduser telecommunications revenues, with the calculation based on information provided in this worksheet. 47 C.F.R  64.604(c)(iii)(4).  xThis collection of information stems from the Commission's authority under Sections 225, 251, and  x&254 of the Communications Act of 1934, as amended, 47 U.S.C.  225, 251, and 254. The data in the  xyWorksheet will be used to calculate contributions to the universal service support mechanisms, the  xtelecommunications relay services support mechanism, the cost recovery mechanism for numbering  xadministration, and the cost recovery mechanism for shared costs of longterm number portability.  xSelected information provided in the Worksheet will be made available to the public in a manner consistent with the Commission's rules.  xIWe have estimated that each response to this collection of information will take, on average, 8 hours.  xOur estimate includes the time to read the instructions, look through existing records, gather and  x"maintain the required data, and actually complete and review the form or response. If you have any  xcomments on this estimate, or how we can improve the collection and reduce the burden it causes you,  xplease write the Federal Communications Commission, AMDPERM, Washington, D.C. 20554,  xPaperwork Reduction Project (30600855). We also will accept your comments via the Internet if you  xVsend them to jboley@fcc.gov. Please DO NOT SEND COMPLETED WORKSHEETS TO THIS ADDRESS.  xRemember You are not required to respond to a collection of information sponsored by the Federal  xgovernment, and the government may not conduct or sponsor this collection, unless it displays a"'0*0*0*W&"  x<currently valid Office of Management and Budget (OMB) control number. This collection has been assigned an OMB control number of 30600855.  xThe Commission is authorized under the Communications Act of 1934, as amended, to collect the  xhpersonal information we request in this form. We will use the information that you provide to  xldetermine contribution amounts. If we believe there may be a violation or potential violation of a  xstatute or a Commission regulation, rule, or order, your Worksheet may be referred to the Federal,  x}state, or local agency responsible for investigating, prosecuting, enforcing, or implementing the statute,  xrule, regulation, or order. In certain cases, the information in your Worksheet may be disclosed to the  x Department of Justice, court, or other adjudicative body when (a) the Commission; or (b) any employee  xof the Commission; or (c) the United States government, is a party to a proceeding before the body or has an interest in the proceeding.  xIf you owe a past due debt to the federal government, the taxpayer identification number (such as your  xsocial security number) and other information you provide also may be disclosed to the Department  xof the Treasury Financial Management Service, other federal agencies, and/or your employer to offset  xyour salary, IRS tax refund, or other payments to collect that debt. The Commission also may provide this information to those agencies through the matching of computer records where authorized.  xWith the exception of your social security number, if you do not provide the information we request  x3on the Worksheet, the Commission may consider you in violation of sections 1.47, 52.17, 52.32, 54.713, and 64.604 of the Commission's rules. 47 C.F.R.  1.47, 52.17, 52.32, 54.713, and 64.604.  xZThe foregoing Notice is required by the Privacy Act of 1974, P.L. 93579, December 31, 1974, 5 U.S.C.  W@4 552(a)(e)(3), and the Paperwork Reduction Act of 1995, P.L. No. 10413, 44 U.S.C.  3501, et seq. q* * * * *  b4M   HH Table of Contentsă  W4I.Introduction`"(#3  WM4II.Filing Requirements and General Instructions`"(#4  W%4A.` ` Who Must File`"(#4  W4` ` 1. Exception for de minimis (noncommon carrier) ` `  telecommunications service providers`"(#5  W4` ` 2. Exception for government, broadcasters, schools and libraries(# `"(#SCHOOL EXEMPT6׃  W4` ` 3. Exception for systems integrator and self providers`"(#7  W]4B.` ` Filing by Legal Entity`"(#LEGAL ENTITY7׃  W5 4C.` ` When and Where to File`"(#WHEN & WHERE8׃  W !4D.` ` Rounding of Numbers and Negative Numbers`"(#9  W!4E.` ` Obligation to file revisions`"(#9  W"4F.` ` Compliance`x"(#10 "#0*''PPG""Ԍ`III. Specific Instructions`x"(#10  W4A.` ` Block 1: Contributor Identification Information`x"(#10  W4B.` ` Block 2: Contact Information`x"(#13  W4`C.` ` Block 3: Contributor Revenue Information`x"(#14  W`4` ` 1 Separating Revenue from Resellers from Revenue from (# ` `  All Other Sources (carrier's carrier vs end user)`x"(#14  W4` ` 2. Column (a) total revenue`x"(#15  W4` ` 3. Columns (b) and (c) percent interstate & international`x"(#15  W4` ` 4. Explanation of revenue categories`x"(#17 ` `  Fixed local service revenue categories`x"(#17 ` `  Mobile service`x"(#19 ` `  Toll carrier service revenue categories`x"(#19 ` `  Other revenues categories`x"(#20  W 4G.` ` Block 4: Certification`x"(#21  W 4IV.Calculation of Contributions`x"(#23  W 4A.` ` Contribution Requirements`x"(#23  WX4B.` ` Contribution Bases`x"(#25   W4V.Reminders`x"(#26  W4Figure 1: ` ` Table to determine if a contributor meets the   W4` ` de minimis standard for purposes of universal service`"(#6  W4Figure 2: ` ` Filing schedule`"(#8  Wh4Figure 3: ` ` Which telecommunications service providers must contribute ` ` for which purposes`x"(#24  W4Figure 4:` ` Contribution bases`x"(#25  b4 I-INTRO  HH I.IntroductionINTRODUCTIONWHO MUST FILE  Wu4 xAs required under the Communications Act of 1934, as amended,`u5 uS'ԍ X47 U.S.C.  151, 225, 251, 254.(#` the Commission has established, in  xa series of separate proceedings, procedures to finance interstate telecommunications relay services  xp(TRS), universal service support mechanisms, administration of the North American Numbering Plan  x(NANPA), and shared costs of local number portability (LNPA). To accomplish these Congressionally  xdirected objectives, contributions are collected from all telecommunications carriers providing interstate  xctelecommunications and certain other providers of telecommunications services. On ____, 1999, the  xdCommission amended its rules so that contributors to these mechanisms need only file one  W]4 xTelecommunications Reporting Worksheet for the purpose of determining their contribution(s). ]X5 uSU#' " ԍ X1998 Biennial Regulatory Review Streamlined Contributor Reporting Requirements Associated with  " Administration of Telecommunications Relay Services, North American Numbering Plan, Local Number  uS$' " Portability, and Universal Service Support Mechanisms, Report and Order, FCC 99___, CC Docket No.  uS%'98171 (rel. July 14, 1999) (Contributor Reporting Requirements Order).(# This  xWorksheet sets forth the information that the contributor must submit, so that the administrators of these mechanisms may calculate and assess contributions. "!@-)) "Ԍ xWhile some entities that file the Telecommunications Reporting Worksheet may not need to contribute  xIto each of the support and cost recovery mechanisms, in general, all telecommunications carriers and  W4 xcertain additional telecommunications service providers must complete and file this worksheet.? uS' " ԍ XPlease note that this worksheet refers to "filers," "reporting entities," and "contributors" interchangeably, except where specifically distinguished.(# These  xinstructions contain an explanation of which carriers must contribute to particular mechanisms (see  xSection IV.A.), but filers should consult the specific rules that govern contributions for each of the mechanisms.8 ? uS' " ԍ XSee 47 C.F.R.  52.17 (numbering administration), 52.32 (local number portability), 54.703 (universal service), 64.604 (TRS).(# In general, contributions are calculated based on contributors' enduser telecommunications revenue information, as filed in this worksheet.  x8By filing this worksheet, carriers may also satisfy their obligations under section 413 of the Act to  W4designate an agent in the District of Columbia for service of process.rx? uS'ԍ X47 U.S.C.  413. See also 47 C.F.R.  1.47.(#r  bH 4II-FILING]II.Filing Requirements and General InstructionsREQUIREMENTS  W 4 II-A A.` ` Who must fileREQUIREMENTS  W 4 xAll providers of telecommunications services within the United States, with very limited ]exceptions,  xmust file an FCC Form 499A Telecommunications Reporting Worksheet. For this purpose, the  x3United States is defined as the contiguous United States, Alaska, Hawaii, American Samoa, Baker Island,  xVGuam, Howland Island, Jarvis Island, Johnston Atoll, Kingman Reef, Midway Island, Navassa Island, the Northern Mariana Islands, Palmyra, Puerto Rico, the U.S. Virgin Islands, and Wake Island.  xFor purposes of determining whether an entity provides interstate telecommunications, please note that  xthe term "telecommunications" means the transmission, between or among points specified by the user,  xof information of the user's choosing, without change in the form or content of the information as sent  xIand received. For the purpose of filing, the term "interstate telecommunications" includes, but is not  xlimited to, the following types of services: wireless telephony including cellular and personal  xcommunications services (PCS); paging and messaging services; dispatch services; mobile radio services;  xoperator services; access to interexchange service; special access; wide area telecommunications services  xM(WATS); subscriber tollfree services; 900 services; message telephone services (MTS); private line; telex;  xtelegraph; video services; satellite services; and, resale services. Note, for example, that all local exchange carriers provide access services and, therefore, provide interstate telecommunications.  xNote also that entities must file this worksheet, and are subject to the universal service contribution  xcrequirement, if they offer interstate telecommunications services for a fee to the public even if only a  xVnarrow or limited class of users could utilize the services. Included are entities that provide interstate  x}telecommunications services to entities other than themselves for a fee on a private, contractual basis.  xIn addition, owners of pay telephones, sometimes referred to as "pay telephone aggregators," must file"0*''PP"  xthis worksheet. Most telecommunications carriers must file this worksheet even if they qualify for the  W4de minimis exemption under the Commission's rules for universal service.P? uS@'ԍ X47 C.F.R.  54.708.(#P  xcThe following three sections list types of (noncommon carrier) telecommunications service providers  xthat are not required to file the Form 499A. Note that some carriers and telecommunications service  x+providers are required to file this worksheet, but may not be required to contribute to all support  xmechanisms. For example, some carriers may be exempt from contributing to the universal service  W4 x8support mechanisms (e.g., because they are de minimis), but nevertheless must file because they are required to contribute to TRS, NANPA, or LNPA.  Wp4  i`` ` 1. Exception for de minimisDE MINIMIS (noncommon carrier) telecommunications service  WH 4providers(#  W 4 xtTelecommunications service providers that offer `telecommunications for a fee on a noncommon carrier  W 4 xbasis need not file this worksheet if their contribution to the universal service support mechanisms  W 4 xwould be de minimis under the universal service rules. Such telecommunications service providers  W 4 xNshould complete the table contained in Figure 1 to determine whether they meet the de minimis  x&standard. To complete Figure 1, potential filers must first complete block 3 of the Telecommunications  xReporting Worksheet and enter the amounts from Line (232) in Figure 1. Telecommunications service  W4 xproviders whose estimated universal service contribution would be less than $10,000 are considered de  W4minimis for universal service purposes and will not be required to make universal service contributions.  W4 xTelecommunications service providers that do not file this worksheet because they are de minimis  x should retain Figure 1 and documentation of their contribution base revenues for 3 calendar years after the date each worksheet is due. "X0*''PP-"Ԍ W4 FIG2 Figure 1:  Table to determine if a contributor meets the de minimis standard (# ` `  for purposes of universal service FIGURE 1  Y ddx !ddxX @ Y      0l 0l"Total intrastate, @interstate and ]international contribution base (a)"A+Interstate and EMinternational 7contribution base _(b) `  R  AR Amount from Block 3, Line (232)R R ` `  RR  BP R P R  0.25 P R  0.25 ` 8  R"  C R Revenue stated on a quarterly basis (Line A times Line B) "  " 8  P  "  D R Estimated quarterly payment factor for  W 4the purposes of meeting the de minimis threshold *  .0073  .0391 8   "  ER Estimated quarterly contribution (Line C times Line D)" " 8 `  "R  F0R Total quarterly contribution (Line E1 plus Line E2)0R ` `  RR  GR Annualizing factorR  4` 8 0 R"  HR Estimated annual contribution for universal service support (Line F times Line G)" 8 h "I  * The semiannual estimation factors (as well as contribution factors) can be found on the Commission's web page (www.fcc.gov).h I  W4` ` 2. Exception for government, broadcasters, schools and librariesSCHOOL EXEMPT(#  xCertain additional entities are explicitly exempted from contributing directly to the universal service  x#support mechanisms and need not file this worksheet. Government entities that purchase  W@4 xtelecommunications services in bulk on behalf of themselves, e.g., state networks for schools and  x_libraries, are not required to file or contribute directly to universal service. Public safety and local  xpgovernmental entities licensed under Subpart B of Part 90 of the Commission's rules are not required  xto file or contribute directly to universal service. Similarly, if an entity provides interstate  x<telecommunications exclusively to public safety or government entities and does not offer services to  xhothers, that entity is not required to file or contribute directly to universal service. In addition,  xbroadcasters, nonprofit schools, nonprofit libraries, nonprofit colleges, nonprofit universities, and  xunonprofit health care providers are not required to file the worksheet or contribute directly to universal service. "$0*''PPe#"Ԍ W4` ` 3. Exception for Systems Integrators and Self ProvidersSYSTEMS INTEGRATORS  xSystems integrators that derive less than five percent of their systems integration revenues from the  x&resale of telecommunications are not required to file or contribute directly to universal service. Systems  x integrators are providers of integrated packages of services and products that may include the provision  xof computer capabilities, interstate telecommunications services, remote data processing services, back xoffice data processing, management of customer relationships with underlying carriers and vendors,  xhprovision of telecommunications and computer equipment, equipment maintenance, help desk  xfunctions, and other services and products). Entities that provide services only to themselves or to commonly owned affiliates need not file.  WH 4B.` ` Filing by Legal EntityLEGAL ENTITYLEGAL ENTITY  X 4 x! Each legal entity that provides interstate telecommunications service for a fee, including e ach  x affiliate or subsidiary of an entity, must complete and file separately a copy of the attached  X 4 xTelecommunications Reporting Worksheet. Entities that have distinct articles of incorporation are  xseparate legal entities. Entities may not file "summary" worksheets for more than one contributor.  WY4 x Each affiliate or subsidiary should identify their ultimate controlling parent or entity on Block 1 Line (106) Holding Company. "0*''PP@"Ԍ W4C.` ` When and WhereWHEN & WHERE to File  xFigure 2 provides the filing schedule and relevant addresses. If April 1 or September 1 is a holiday (as defined in Section 1.4(e)(1) of the Commission's rules), worksheets are due the next business day. C FIG3 Figure 2: Filing schedule FIGURE 2 ׃ Y !ddxX @ Addx Y h     When to file What to file Where to file *    b  April 1, 2000 R ܩ Completed Form 499A X b Telecommunications Reporting Worksheet Box: To be Announced Fax: To be Announced   b  September 1, 1999 R ܩ Completed Form 499S h USAC Telecommunications Reporting Worksheet, Form 499S 100 South Jefferson Rd. Whippany, NJ 07981   X  b  Carriers within one week of a change in information concerning their designated agent ܩ Completed Page 1 of Form 499A  Chief, Formal Complaints and Investigations Branch Common Carrier Bureau Rm 5C823 445 12th Street, S.W. Washington, D.C. 20554  b   W84 *XDo not send universal service, TRS, NANPA or LNPA contributions with this worksheet or to any of these addresses. The appropriate administrators will calculate the amount of contribution due and send a bill to the billing address identified in Line 117 of the Form 499A or Line 113 of the Form 499S.Ɣ"   If you have questions about the worksheet or the instructions, you may contact: Form 499 Telecommunications Reporting  W4` ` Worksheet Informationq[To be Announced] Common Carrier Bureau  W!4` ` Industry Analysis Divisionq(202) 4180940  W`"4` ` TTY (Network Services Division)(202) 4180484 "8#0*''PP!"Ԍ xIf you have questions regarding contribution amounts, billing procedures or the support and cost recovery mechanisms, you may contact:  W4Universal Service Administration q(973) 5604400  W`4TRS AdministrationhhCq(973) 4180948  W84NANPA Billing and Collection Agent(973) 8848542  W4Local Number Portability Administrators(877) 2455277  W4D.` ` Rounding ROUNDING  of Numbers and Negative Numbers  xyAll information provided in the Worksheet, except the signature, should be neatly printed in ink or typed.  W 4 xDollar Amounts. Reported revenues in block 3, column (a) and column (c) that are greater than a  X 4 xthousand dollars may be rounded to the nearest thousand dollars. Regardless of rounding, all dollar  X 4 xamounts must be reported in whole dollars . For example, $2,271,881.93 could be reported as  xc$2,271,882 or as $2,272,000, but could not be reported as $2272 thousand, $2,270,000.00 or $2.272 million. Please enter $0 in any line for which the contributor had no revenues for the year.  W4 xlPercentages. Percentages reported in block 3, column (b) should be rounded to the nearest whole  xcpercent. For example, if the exact amount of interstate revenues for a line is not known, but the filer  xestimates that the ratio of interstate to total revenue was .425, then the figure 43% should be reported and used for calculating the amount reported in column (c).  xCarriers are directed to provide billed revenues without subtracting any expenses, allowances for  xuncollectibles or settlement payments and without making out of period adjustments. Therefore, do no enter negative numbers on the form.  WR4E.` ` Obligation to file revisionsREVISIONS  xLine (318) provides check boxes to show whether the Worksheet is the original filing or a revised filing  xyfor the year. A contributor must file a revised worksheet if it discovers an error in the data that it  x'reports. Contributors generally close their books for financial purposes by the end of March.  xAccordingly, for such contributors, the April 1 filing should be based on closed books. Contributors  xshould not include (carry back or bring forward) routine outofperiod adjustments to revenue data  x8unless such adjustments would affect a reported amount by more than ten percent. Contributors  xlshould not file a revised April 1 Form 499A Telecommunications Reporting Worksheet to reflect  xmergers, acquisitions, or sales of operating units. In the event that a contributor that filed a Form 499 xA no longer exists, the successor company to the contributor's assets or operations is responsible for  xcontinuing to make payments, if any, for the funding period. However, filers should notify the  xuniversal service administrator so that the second half revenue of the surviving entity can be calculated as the total combined revenue for the year minus the first half revenue of each predecessor entity. ""% 0*''PP#"Ԍ xVContributors should file revised Form 499A worksheets by December 31 of the same calendar year.  x&Revisions filed after that must be accompanied by an explanation of the cause for the change along with documentation showing how the revised figures derive from corporate financial records.  W`4F.` ` ComplianceCOMPLIANCE  xContributors failing to file the Telecommunications Reporting Worksheet or to pay contributions in  xa timely fashion may be subject to the enforcement provisions of the Communications Act and any  xother applicable law. In addition, contributors may be billed by the administrators for reasonable costs,  xEincluding interest and administrative costs that are caused by inaccurate or untruthful filing of the  Wp4Worksheet or overdue contributions.p uS ' "[ ԍ XSee 47 C.F.R  54.713 (universal service); 47 C.F.R  64.604(c)(iii)(B) (TRS). See also 47 C.F.R.  52.17(b) (NANPA); 47 C.F.R.  52.33(c) (LNPA).(#  b 4 III-SPECIFICIII. Specific Instructions  W 4 III-A A.` ` Block 1: Contributor Identification Information Block 1 of the Telecommunications Reporting Worksheet requires identification information.  x/Line (101) enter the "Filer 499 ID" number for the filing entity. This is a six digit number starting  xwith an 8 that formerly was assigned as the Telecommunications Relay Service (TRS) Company Code.  xTRS Company Codes for carriers that filed 1998 TRS Worksheets are published in the FCC report  W4 xCarrier Locator: Interstate Service Providers, which is available on the Commission's "FCCState Link,"  x0web site at . New filers can obtain Filer 499 IDs by contacting  x"Telecommunications Reporting Worksheet Information at [To be Announced]. This code should be  xentered at the top of each page on the paper version of the worksheet, the cover letter, and on supporting documentation, if any.   xVLine (102) enter the legal name of the filer as it appears on articles of incorporation and other legal  W4documents. Each legal entity must file a separate worksheet.  xLine (103) provide the Internal Revenue Service (IRS) employer identification number (EIN) for the  xfiler. This should be the same EIN that the company uses to file federal excise taxes or income taxes, if the company offers services subject to that tax.  xLine (104) provide the principal name under which the company conducts telecommunications  xactivities. This would typically be the name that appears on customer bills, or the name used when service representatives answer customer inquiries.  xLine (105) mark the box that best describes the principal telecommunications activity of the filer. Use the following categories: "! 0*''PP "Ԍ W4 gCAP/CLEC` ` X XXhhC(Competitive Access Provider/Competitive Local Exchange Carrier)(#h  W4 g ` `   hhC© competes with incumbent LECs to provide local exchange  gservices or telecommunications services that link customers  g^with interexchange facilities, local exchange networks, or other customers.(#h  W4Cellular/PCS/SMR  XXhhC(Cellular, Personal Communications Service, and(#h  W4(wireless telephony) hhCSpecialized Mobile Radio telephone service provider)  g&` `   hhC© primarily provides wireless telecommunications services  g(wireless telephony). This category includes the provision of  gwireless telephony by resale. An SMR provider would select  gthis category if it primarily provides wireless telephony rather than dispatch or other mobile services.(#h  W 4 gVIncumbent LEC ` XhhC© provides local exchange service. An incumbent local  gexchange carrier (LEC) generally is a carrier that was at one  gtime franchised as a monopoly service provider. See 47 U.S.C.  251(h).(#h  W4IXCXX` ` X hhC(Interexchange Carrier)(#  g` `   hhC© provides long distance telecommunications services substantially through switches or circuits that it owns or leases. (#h  W@4 gLocal reseller` `   hhC© provides local exchange or fixed telecommunications services by reselling services of other carriers.(#h  W4OSPXX` ` X hhC(Operator Service Provider) (#  g` `   hhC© serves customers needing the assistance of an operator to  gcomplete calls, or needing alternate billing arrangements such as collect calling.(#h  W4 gPaging and Messaging ` XhhC© provides wireless paging or wireless messaging services. This  gcategory includes the provision of paging and messaging services by resale.(#h  W`4 gPayphone Service Provider` XhhC© provides customers access to telephone networks through  gpayphone equipment, special teleconference rooms, etc.  gPayphone service providers also are referred to as payphone aggregators.(#h  W"4 gtPrepaid Card` `   hhC© provides prepaid calling card services by selling prepaid  gccalling cards to the public or to retailers. Prepaid card  gproviders typically resell the toll service of other carriers and  gdetermine the price of the service by setting the price of the" % 0*''PP#"  g*card and controlling the number of minutes that the card can be used for.(#h  W4 g@Private Service Provider hhC© offers telecommunications to others for a fee on a non ggcommon carrier basis. This would include a company that  goffers excess capacity on a private system that it uses primarily for internal purposes.(#h  W4 gSatellite` `   hhC© provides satellite space segment or earth stations that are used for telecommunications service.(#h  WH 4 gShared Tenant Service Provider hhC© manages or owns a multitenant location that provides telecommunications services or facilities to the tenants for a fee.(#h  W 4SMR (dispatch)  hhC(Specialized Mobile Radio service provider)(#h  g` `   hhC© primarily provides dispatch services and mobile services other  gthan wireless telephony. While dispatch services may include  ginterconnection with the public switched network, this  gQcategory does not include carriers that primarily offer wireless telephony.(#h  W4 gToll Reseller` `   hhC© provides long distance telecommunications services primarily  gby reselling the long distance telecommunications services of other carriers.(#h  W4 gWireless Data` `  ` XhhC© provides mobile or fixed wireless data services using wireless  gtechnology. This category includes the provision of wireless data services by resale.(#h  x/The worksheet also provides boxes for "Other Local," "Other Mobile," and "Other Toll." If one of these categories is checked, the filer should describe the nature of the service it provides.  x}Line (106) provide the name of the contributor's holding company or controlling entity, if any. The  xholding company need not be a common carrier. All reporting affiliates or commonly controlled  xcontributors should have the same name appearing in Line (106). An affiliate is a "person that (directly  xor indirectly) owns or controls, is owned or controlled by, or is under common ownership or control  W84with, another person." See 47 U.S.C.  153(1).  xLine (107) provide the name of the management company, if the contributor is managed by an entity  xother than itself. If the reporting entity and one or more other contributors is commonly managed,  x+then each should show the same management company on Line (107). Contributors need not be  xaffiliated to have a common management company. The management company would typically be the point of contact for the administrators of the support mechanisms. Line (108) enter the complete mailing address of the corporate headquarters of the reporting entity."% 0*''PP$"Ԍ xpԙLine (109) provide a business address of the reporting entity that could be used either for customer  x}inquiries or that parties could use to contact the carrier in order to resolve complaints. If this address is the same as the mailing address of the corporate headquarters, then enter "same" on this line. Line (110) enter a telephone number that can be used for customer inquiries.  x/Line (111) provide all names that the reporting entity used during the reporting period or currently  W4 x/uses for providing telecommunications services. The worksheet provides space for additional names  xfor carrier activities (other than that contained on Line (104)). Use an additional sheet if this is not  xsufficient. Enter all names by which the contributor would be known to customers, government  xbodies, creditors, the press, etc. This list must include the carrier's billing agents if those parties, rather  xthan the carrier, are identified on customer bills. This list also should include names of predecessor  x'companies that would have filed a universal service, TRS, NANP, local number portability or  xcTelecommunications Reporting Worksheet in the prior year. In such cases, include the prior TRS ID  xEas part of the name. This information will be used by the administrators in instances where other  xinformation indicates that a nonfiler might exist and also to ensure that entities are not billed improperly for predecessor companies that no longer exist.  W4` III-B B.` ` Block 2: Contact InformationCONTACT INFO  W4  xLines (112115) enter the name of the person who filled out the Form 499. This should be a person  xwho can provide clarifications, additional `information, and, if necessary, who could serve as the first  xpoint of contact in the event that either the Commission or an administrator should choose to verify or audit information provided in the Telecommunications Reporting Worksheet.  xLine (116) provide the name and mailing address of a corporate office to which future  xcTelecommunications Reporting Worksheets should be sent. The next Telecommunications Reporting  xyWorksheet will be mailed to this address unless other arrangements are made. Failure to receive a  xlTelecommunications Reporting Worksheet from an administrator or the FCC does not relieve the contributor from its obligation to file in a timely fashion.  xMLine (117) provide a name and address for administrators to send billing information for contributions  xto the mechanisms. Information on establishing electronic fund transfer and bills for universal service,  xETRS, NANPA or local number portability administration contributions will be sent to this address unless other arrangements are made.  xLines (118127) The second part of Block 2 contains information on the contributor's agents for  xcservice of process, including the agent located in the District of Columbia ("D.C. Agent"), as required  W 4 xcof all carriers pursuant to section 1.47(h) of the Commission's rules. 47 C.F.R.  1.47(h). All carriers  xmust enter the name, business address, telephone or voicemail number, facsimile number, and, if  xavailable, Internet email address for their designated D.C. Agent. Note that service of any notice,  x@process, orders, decisions, and requirements of the Commission may be made upon the reporting carrier  xpby leaving a copy thereof with this designated agent during normal business hours at the agent's office  xor other usual place of residence. In addition to providing the required information on the carrier's  x"D.C. Agent, the carrier may elect to provide an alternate agent for service of process located outside"% 0*''PP$"  xthe District of Columbia. Reporting entities other than carriers need only report one agent for service of process, whether located inside the District of Columbia or otherwise.  xNote: All carriers must notify the FCC within one week if the contact information changes for their  xVD.C. Agent. Any such carrier should report changes by completing page 1 of the April 1 Form 499A and filing it with the Office of the Secretary, directed to the attention of& it to: Chief, Formal Complaints and  Investigations Branch Common Carrier Bureau Rm 5C823 445 12th Street, S.W. Washington, D.C. 20554  W 4X III-C C.` ` Block 3: Contributor Revenue InformationREVENUE DETAIL  xVLines (201202) enter the Filer 499 ID at the top of Block 3 in Line (201) and copy the legal name of the reporting entity from Line (102) into Line (202).  W4Lines (203) through (232) contain detailed revenue data.  W4` ` 1. Separating Revenue from Resellers END USER  from Revenue from All Other Sources  Wh4 ` `  (carrier's carrier vs end user)  xIn the Telecommunications Reporting Worksheet, filers must report revenue from two broad types of  xIcategories: (1) Revenue from other contributors to the federal universal service support mechanisms;  xEand, (2) Revenue from all other sources. For the purposes of this worksheet revenue from other  xcontributors to the federal universal service support mechanisms is primarily revenue from services  xZprovided by underlying carriers to other carriers for resale, referred to here as "carrier's carrier revenue"  xor "revenue from resellers." Revenue from all other sources consists primarily of revenue provided to end users, referred to here as "end user revenue."X  x@For the purpose of completing Block 3, a reseller is a telecommunications carrier or telecommunications  x3service provider that: 1) incorporates purchased telecommunications services into its own offerings; and,  x2) can reasonably be expected to contribute to federal universal service support mechanisms based on revenues from those offerings.  xNote: For the purposes of filing out this worksheet and for calculating contributions to the universal  x@service support mechanisms certain telecommunications carriers and service providers may be exempt  xfrom contribution to the universal service support mechanisms. These exempt entities, including  W"4 x"international only" and "intrastate only" carriers and carriers that meet the de minimis universal service  xthreshold, should not be treated as resellers for the purpose of reporting revenues in Block 3. That is,  xSfilers that are underlying carriers should report revenues derived from the provision of  xtelecommunications to exempt carriers and providers (including services provided to entities that are  W%4 xde minimis for universal service purposes) in Lines (215231) of the Telecommunications Reporting"%0*''PP$"  xWorksheet, as appropriate. Underlying carriers must contribute to the universal service support  xImechanisms on the basis of this revenue. In Block 4, however, filers may elect to report the amount of revenue from these exempt entities, including de minimis carriers, that was reported as enduser revenue, so that these revenues may be excluded for purposes of TRS, LNPA, and NANPA.  !+Each contributor should have documented procedures to ensure that it reports as revenues from  !resellers only revenues from entities that reasonably would be expected to contribute to support  !universal service. The procedures should include but not be limited to maintaining the following  !yinformation on resellers: legal name; address; name of a contact person; and phone number of the  !Econtact person. If the underlying contributor does not have independent reason to know that the  !entity will, in fact, resell service and contribute to the federal universal service support mechanisms,  !then the underlying carrier should either obtain a signed statement to that effect or report those revenues as end user revenues.  W 4` `  III-C-1 2. Column (a) total revenue REVENUE   !yThe reporting entity must report gross revenues from all sources, including nonregulated and non !telecommunications services on Lines (203) through (230) and these must add to total gross revenue as  !reported on Line (231). Gross revenues should include revenues derived from the provision of  ! interstate, international, and intrastate telecommunications and nontelecommunications services. Gross  !revenues consist of total revenues billed to customers during the filing period with no allowances for  !/uncollectibles, settlements, or outofperiod adjustments. Gross billed revenues may be distinct from  !booked revenues. NECA pool companies should report the actual gross billed revenues (CABS Revenues) reported to the NECA pool and not settlement revenues received from the pool.  !Where two contributors have merged prior to filing, the successor company should report total  !8revenues for the reporting period for all predecessor operations. The two contributors, however,  !should continue to report separately if each maintains separate corporate identities and continues to operate.  !Gross revenues also should include any surcharges on communications services that are billed to the  !customer and either retained by the contributor or remitted to a nongovernment third party under  !contract. Gross revenues should exclude taxes and any surcharges that are not recorded on the  !Ecompany books as revenues but which instead are remitted to government bodies. Note that any  !Icharge included on the customer bill and represented to recover or collect contributions to federal or  !state universal service support mechanisms must be shown separately on Line (215). Other surcharges treated as revenue should be included in the revenue categories on which the surcharges were levied.  !For international services, gross revenues consist of gross revenues billed by U.S. contributors with no  !}allowances for settlement payments. International settlement receipts for foreign billed service should not be included.  Wp#4`` ` 3. Columns (b) and (c) percent interstate & international% INTERSTATE  W %4 !<Columns (b) and (c) are provided to identify the part of gross revenues that arise from interstate and  !international service for each entry in Lines (203) through (229). Intrastate` telecommunications means"%0*&&QQ$"  !8communications or transmission between points in the same State, Territory, or possession of the  !United States, or the District of Columbia. Interstate and international telecommunications means  !communications or transmission between points between a point in one State, Territory, possession  !of the United States or the District of Columbia and a point outside that State, Territory, possession of the United States or the District of Columbia.  ! For example, if a prepaid calling card provider collects a fixed amount of revenue per minute of traffic,  !and 65 percent of minutes are interstate, then interstate revenues would include 65 percent of the per !minute revenues. Similarly, if a LEC bills local measured service charges for calls that originate in one  !Vstate and terminate in another, these billings should be classified as interstate even though the charges  !are covered by a state tariff and the revenues are included in a local service account. Note that, under  !the Commission's rules, if over ten percent of the traffic carried over a private or WATS line is  W 4 !interstate, then the revenues and costs generated by the entire line are classified as interstate.\ y uS 'ԍXSeeĠ47 C.F.R.  36.154(a).(#\ In  !cgeneral, flatrated unbundled network access elements should be classified according to the regulatory agency that has primary jurisdiction over the contracts.  W 4 !_Note: Where possible, filers should report their amount and percentage of total revenues that are  !"interstate and international by using information from their books of account and other internal data  !reporting systems. So, where a filer can determine the precise amount of revenue that it has billed for  !interstate and international service, it should enter that amount in column (c) and then calculate the  !/percentage interstate and international as the amount in column (c) divided by the amount in column (a).  !yIn many cases, interstate and international revenues cannot be determined directly from corporate  !books of account or subsidiary records. Filers that cannot derive interstate and international revenues  !or that cannot derive the linebyline revenue breakdowns may provide on the worksheet good faith  !3estimates of these figures. In such cases, the filer should enter the good faith estimate of the percentage  !}of interstate and international revenues in column (b). A reporting entity may not submit a good faith  !Vestimate lower than one percent unless the correct figure should be $0. Information supporting good  !faith estimates must be made available to either the FCC or to the Universal Service Administrator  !upon request. Using the good faith estimate, calculate the amount of interstate and international  !revenue as the amount in column (a) times the percentage in column (b). For convenience, calculated  !interstate and international revenue amounts that are greater than one thousand dollars may be rounded  !to the nearest thousand dollar. Please enter zero dollars in column (c) if, and only if, there were no interstate revenues for the line for the reporting period. "X0*&&QQ}"Ԍ W4 ! Note that under interim guidelines, y uSh' xq ԍXFederalState Joint Board on Universal Service, Memorandum Opinion and Order and Further Notice of Proposed Rulemaking, CC Docket No. 09645, 13 FCC Rcd 21252, 2125860 (Oct 26, 1998).(# the FCC provides the following safe harbor percentages of interstate and international revenues associated with Line (209), Line (221) and Line (222): 15% of cellular and broadband PCS telecommunications revenues 12% of paging revenues  1% of analog SMR dispatch revenues  ! Wireless telecommunications providers that chose to avail themselves of these procedures may assume  ![that the FCC will not find it necessary to review or question the data underlying their reported percentages.   WH 4` ` 4. Explanation of revenue categoriesDETAIL REVENUE LINES  !The revenue detail provided on Lines (203) through (230) should total to total gross revenue reported on Line (231). This section explains the detailed revenue categories.  !Filers are instructed to report revenues from other universal service contributors in Lines (203) through  !<(214). Filers are instructed to report all other revenues in Lines (214) through (230). In many cases,  !the lineitem categories are duplicated in the two sections. Carriers that are required to use the  !&Uniform System of Accounts (USOA) prescribed in Part 32 of the Commission's rules should base their  !responses on their USOA account data and supplemental records, dividing revenues into those received  !from universal service contributors and those received from end users and other noncontributors. All filers should report revenues based on the following descriptions.  W@4III-C-2-FIXEDFixed local LOCAL  service revenue categories  !Fixed local services connect a specific point to one or more other points. These services can be  ! provided using either wireline or wireless technologies and can be used for either local exchange service, private communications, or access to toll services.   !Line (203) and Line (216) Monthly service, local calling, connection charges, vertical features, and  ! other local exchange services should include the basic local service revenues except for local private line  !revenues, access revenues, and revenues from providing mobile or cellular services. For carriers  !required to use the USOA, these lines should include Account 5001 Basic area revenue; Account  ! 5002 Optional extended area revenue; Account 5050 Customer premises revenue; Account 5060  !}ԩ Other local exchange revenue; and Account 5069 Other local exchange revenue settlements. Line  !(203) also should include amounts in Account 5004 Other mobile services revenue that were derived  !from connecting with mobile service carriers. Revenues for services provided to carriers should be  !divided between Line (203a) provided as unbundled network elements and Line (203b) provided  !Munder tariffs or arrangements other than unbundled network elements (for example, resale). Line (203a) should include Presubscribed Interexchange Carrier Charge (PICC) charges levied on carriers. ""  0*&&QQ]!"Ԍ !pLine (217) Tariffed subscriber line and PICC charges levied on end users should contain charges to  !cendusers (other than for special access services) specified in access tariffs. Line (217) should include  !yrevenues in Account 5081 Enduser revenue as well as the appropriate portion of revenues in  !}Account 5084 State access revenue. Contributors that do not have subscriber line charge tariffs on file with the Commission or with a state utility commission should report $0 on Line (217).  !Line (204) Perminute charges for originating or terminating calls should include Account 5082  !&Switched access revenue and any revenues in Account 5084 State access revenue that were based  !con perminute charges including bulk billed per minute charges. This line also would include Account  !5003 Cellular mobile revenue (revenues to the local exchange carrier for messages between a cellular  !customer and another station within the mobile service area). The line should include gross charges  !}to other carriers for the origination or termination of nontoll traffic. Do not deduct or net payments  !to carriers for origination or termination of traffic on their networks. Revenues for originating and  !terminating minutes should be divided between Line (204a) provided as unbundled network elements or other contract arrangements and Line (204b) provided under state or federal access tariffs.  !Line (205) and Line (218) Local private line and special access service should include revenues from  ![providing local services that involve dedicated circuits, private switching arrangements, and/or  !predefined transmission paths. These lines should include amounts recorded in Account 5040 Local  !private line revenue. These lines also should include Account 5083 Special access revenue and any intrastate special access revenues in Account 5084 State access revenue.  !Line (206) and Line (219) Line (206) should include revenues received from carriers as compensation  !Vfor originating toll calls. Line (219) should include revenues received from customers paid directly to  !the payphone service provider. Line (219 primarily will consist of revenues from coin sent paid traffic  !and will include revenue in Account 5010 Payphone revenues. Do not deduct commission payments to premises owners.  !Line (207) and Line (220) Other local telecommunications service revenues should include some  !revenues contained in Account 5200 Miscellaneous revenue as well as other local  !telecommunications service revenues that reasonably would not be included with one of the other local  !service revenue categories. Line (207) should include charges for physical collocation of equipment  !pursuant to 47 U.S.C.  251(c)(6). Lines (207) and (220) should exclude: enhanced services; billing and  !collection; customer premises equipment sale, lease or insurance; published directory revenues; internet service provider charges and any nontelecommunications revenues.  !Line (208) Universal service support revenues should include all amounts that filers receive as  !universal service support from either states or the federal government. Line (208) should include as  W 4 !revenues Lifeline Assistance reimbursement for the waived portion of subscriber line or presubscribed  !interexchange carrier charges or credits for subsidized services provided to schools, libraries, and rural  !health care providers. Line (208) should include amounts received as cash as well as amounts received  !as credit against contribution obligations. Line (208) should not include any amounts charged to customers to recover universal service or similar contributions.  WH$4"H$ 0*&&QQ""Ԍ W4III-C-2-MOBILE8Mobile service  !Mobile services are wireless communications between wireless equipment, such as cellular phones, and other points. 8  !Line (209), Line (221), and Line (222) Data reported on these lines should contain mobile service  !revenues other than toll charges to mobile service customers and charges associated with customer  !premises equipment. A single category Line (209) is provided for all mobile service provided to  !Mresellers. For services provided to end users, Line (221) should contain monthly charges, activation fees,  !and service order processing charges, etc. Line (222) should contain message charges, including any  !roaming charges assessed for calls placed out of customers' home areas. Lines (221) and (222) should  !include amounts in Account 5004 Other mobile service revenue that were derived from providing  !service directly to the public. Enduser prepaid wireless service revenues attributable to activation and  !Vdaily or monthly access charges should be reported on Line (221). Enduser prepaid wireless service  !_revenues attributable to air time should be reported on Line (222). Toll charges to mobile service customers should be included in the Lines (225) or (226), as appropriate.  WX4`Toll carrier service revenue categories  !Toll services are telecommunications services, wireline or wireless, that enable customers to  !`communicate outside of local exchange calling areas. Toll service revenues include intrastate, interstate, and international long distance services.  !Line (223) This line should include revenues from prepaid calling cards provided either to customers  !or to retail establishments. Gross billed revenues should represent the amounts actually paid by  !customers and not the amounts paid by distributors or retailers, and should not be reduced or adjusted  !for discounts provided to distributors or retail establishments. All prepaid card revenues are classified as enduser revenues.  !Line (224) International calls that both originate and terminate in foreign points are excluded from  !/the universal service contribution base regardless of whether the service is provided to resellers or to  !endusers. These revenues should be segregated from other toll revenues by showing them on Line  !(224). Contributors should not report international settlement revenues from traditional settlement transiting traffic on the Worksheet.  !Line (210) and Line (225) Operator and toll calls with alternative billing arrangements should include  !all calling card or credit card calls, persontoperson calls, and calls with alternative billing arrangements  !such as third number billing, collect calls, and countrydirect type calls that either originate or  !terminate in a U.S. point. These lines should include all charges from toll or long distance directory  !assistance. Lines (210) and (225) should include revenues from all calls placed from all coin and coinless,  !public and semipublic, accommodation and prison telephones, except that calls that are paid for via  !Eprepaid calling cards should be included in Line (223) and calls paid for by coins deposited in the phone should be included in Line (219).  !Line (211) and Line (226) Ordinary long distance and other switched toll services should include  !3amounts from Account 5100 Long distance message revenue except for amounts reported on Lines"% 0*&&QQ$"  !Z(210), (219), (223), (224) or (225). Line (211) and Line (226) should include ordinary message telephone  !service (MTS), WATS, tollfree, 900, "WATSlike," and similar switched services. This category  !includes most toll calls placed for a fee and should include flat monthly charges, such as account maintenance charges or monthly minimums, billed to customers.  !Line (212) and Line (227) Long distance private line service should include revenues from dedicated  !"circuits, private switching arrangements, and/or predefined transmission paths, extending beyond the  !basic service area. This category should include revenues from the resale of special access services. Line (212) and Line (227) should include Account 5120 Long distance private network revenue.  !Line (213) and Line (228) Satellite service should contain revenues from providing space segment  ! service and earth station linkup capacity used for providing telecommunications or telecommunications  !lservices via satellite. Revenues derived from the lease of bare transponder capacity should not be included in Lines (213) and (228).  !"Line (214) and Line (229) All other long distance should include all other revenues from providing  !long distance communications services. These lines should include Account 5160 Other long distance revenue.  W4III-C-2-OTHEROther revenue categories  !ILine (215) Itemized charges levied by the reporting entity in order to recover contributions to state  !pand federal universal service support mechanisms should be classified as enduser billed revenues and  !should be reported on Line (215). Any charge that is identified on a bill as recovering contributions to the universal service support mechanisms must be shown on Line (215).  !Line (230) Other revenue that should not be reported in the contribution bases. Filers may have  !revenues on their books that are not derived from telecommunications or that are derived from  !ptelecommunicationsrelated functions that should not be included in the universal service contribution  !ubase. For example, information services offering a capability for generating, acquiring, storing,  !ctransforming, processing, retrieving, utilizing, or making available information via telecommunications  !are not included in the universal service contribution base. Information services do not include any  !Vuse of any such capability for the management, control, or operation of a telecommunications system  !or the management of a telecommunications service. Information services also are called enhanced  !services because they are offered over common carrier transmission facilities used in interstate  !"communications and employ computer processing applications that act on the format, content, code,  !Aprotocol, or similar aspects of the subscriber's transmitted information; provide the subscriber  !Aadditional, different, or restructured information; or involve subscriber interaction with stored  !&information. These services are exempt from contribution requirements and should be reported in Line  !I(230). Line (230) should include Account 5230 Directory revenues and Account 5270 Carrier  !billing and collection revenue. Line (230) should include revenues from the sale, lease, maintenance,  !or insurance of customer premises equipment (CPE), inside wiring maintenance insurance, and all nontelecommunications service revenues on the reporting entity's books.  !MLine (231) Gross billed revenues from all sources should equal the sum of revenues by type of service reported on Lines (203) through (230)."% 0*&&QQ$"Ԍ !ԙLine (232) Universal service contribution base. Enter the subtotal of Lines (215) through (223) and  !ELines (225) through (229). The totals on this line represent enduser revenues for the purpose of  !/determining contributions to universal service. Note that these lines contain enduser revenues from  W4 !carriers and telecommunications service providers that are exempt (e.g., carriers that meet the de minimis  !exception, or that provide "international only" service) for the purpose of contributing to universal  !service support mechanisms. Since these entities generally do contribute to the TRS, local number  !portability, and NANPA mechanisms, revenue from these entities need not be included in contribution  !bases for those mechanisms. Thus, underlying carriers may, if they elect to, identify these amounts on Line (312).   WH 4 III-G G.` ` Block 4: Certification.  !VLines (301302) enter the Filer 499 ID at the top of Block 3 in Line (201) and copy the legal name of the reporting entity from Line (102) into Line (202).  !Line (303) In this line, filers may certify that they are exempt from one or more contribution  !requirement. As explained above, the Form 499 Telecommunications Reporting Worksheet enables  !4telecommunications carriers and service providers to satisfy a number of requirements in one  !consolidated form. Not all entities that file the Telecommunications Reporting Worksheet must  !ucontribute to all of the support and cost recovery mechanisms (universal service, local number  !portability, TRS, and NANPA). For example, certain telecommunications service providers that are  !not telecommunications carriers must contribute to the universal service support mechanisms, but not  !yto the TRS, local number portability, and NANPA mechanisms). Section IVA provides summary  !information on which filers are must contribute and which filers are exempt from particular contribution requirements.  W4 !Note: It is not necessary for a filer to certify that it is de minimis for universal service purposes because  !the universal service administrator can determine whether a filer meets the contribution threshold from  Wx4 !other information provided on the form. If, however, a reseller qualifies for the de minimis exemption,  WP4 !it must notify its underlying carriers that it is not contributing directly to universal service, so that it may be treated as an end user when the underlying carriers file Form 499.  !gLines (304311) In these lines, filers should identify the percentages of their revenues by LNPA region.  !Filers that have certified that they are exempt from contributing to the shared costs of local number  !portability need not provide these breakdowns. Carriers should calculate or estimate the percentage  !of revenue that they billed in each region based on the amount of service actually provided in the parts  !of the United States listed for each region. The percentages in column (a) should add to 100% unless  !the filer did not provide any services to other universal service contributors. The percentages in  !column (b) should add to 100% unless the filer did not provide any telecommunications services to end  !users or noncontributing carriers. Carriers do not need to complete column (a) if they have some enduser revenues in each of the regions in which they have carrier operations. Line (312) see instructions for Line (232) in Section IIIC5. " % 0*&&QQ#"Ԍ !Line (313) Filers may use the box in Line (313) to request nondisclosure of the revenue information  !Vcontained on the Telecommunications Reporting Worksheet. By checking this box, the officer of the  !company signing the Worksheet certifies that the information contained on the Worksheet is privileged  !yor confidential commercial or financial information and that disclosure of such information would  W`4 !likely cause substantial harm to the competitive position of the company filing the Worksheet. This  !ybox may be checked in lieu of submitting a separate request for confidentiality pursuant to section  W4 !}0.459 of the Commission's rules.4 y uSx' x ԍ X47 C.F.R.  0.459. See also Examination of Current Policy Concerning the Treatment of Confidential  uS@' x Information Submitted to the Commission, Report and Order, FCC 98184, GC Docket No. 9655 (rel.  xu Aug. 1998) (listing the showings required in a request that information be withheld and stating that the  x Commission may defer action on such requests until a formal request for public inspection has been made).(#4 All decisions regarding disclosure of companyspecific information  !cwill be made by the Commission. The Commission regularly makes publicly available the names (and  !Block 1 and 2B contact information) of the entities that file the Telecommunications Reporting Worksheet, including entities that checked the box in Line (313).  !qLines (314318) An officer of the reporting entity must examine the data provided in the  !Telecommunications Reporting Worksheet and certify that the information provided therein is accurate.  !An officer is a person who occupies a position specified in the corporate bylaws (or partnership  !pagreement), and would typically be president, vice president for operations, vice president for finance,  !comptroller, treasurer, or a comparable position. If the reporting entity is a sole proprietorship, the owner must sign the certification. Line (318) Indicate whether this filing is an original filing or a revised filing. See Section IIF.  W4IV.Calculation of ContributionsCALC OF FEES  Wh4A.` ` Contribution RequirementsFILERS CONTRIBUTE 2  !<Most filers must contribute to the universal service, TRS, NANPA, and LNPA funding mechanisms.  !cThis section provides a short summary to assist carriers and service providers in determining whether  !they must contribute to one or more of the mechanisms. Filers should consult the Commission's rules and orders to determine whether they must contribute to one or more of the mechanisms.  XP4 ! Federal universal service support mechanisms. Entities that provide interstate telecommunications  !to the public for a fee will be considered telecommunications carriers providing interstate  W4 !telecommunications services and must contribute to the universal service support mechanisms. See 47 C.F.R.  54.703.  X4 !U Telecommunications Relay Services. Every common carrier providing interstate telecommunications services shall contribute to the TRS Fund. See 47 C.F.R.  64.604.  W:4":x 0*&&QQ"Ԍ X4 ! North American Numbering Plan Administration. All telecommunications carriers in the United  !States shall contribute to meet the costs of establishing numbering administration. See 47 C.F.R.  52.17.  Xa4 !Z Shared Costs of Local Number Portability. The shared costs of longterm number portability  !attributable to a regional database shall be recovered from all telecommunications carriers providing telecommunications service in that region. See 47 C.F.R.  52.32.  !pFigure 3 summarizes which telecommunications carriers and service providers must file for particular purposes. "r 0*&&QQ  "Ԍ@ FIG1 Figure 3: Which telecommunications service providers must contribute for which purposes FIGURE 3 . ^ Addx addxH """"^         Filing required<" uS':#C\  P6QɒP##djp P7CP#Universal  uSH'Service#XP\  P6QynXP#<" uS'C#djp P7CP#TRS<"}NANP}A<"!LNPq!A !  H   <  <"April 1 (499A) and September 1 (499S) <"fApril 1 (499A) H    <   W4#&njp P7+&P#De minimis payphone aggregators that do not also have telecommunications carrier revenue0 "0 "IkX0 "0 "!      Other payphone aggregators that do not also have telecommunications carrier revenue@ "CX@ "IkX@ "@ "!  0    Private telecommunications service providers (i.e., with no telecommunications carrier revenue) that  WP4are de minimis("("N("("!  @    Private telecommunications services providers (i.e., with no telecommunications carrier revenue) that offer interstate telecommunications for a fee"CX "N""!  (   Telecommunications carriers that provide services either: 1) only to other universal service contributors; or 2) only internationaltointernational services; or 3) only international services.""IkX"wX"k!X 8  "  Telecommunications carriers that provide only intrastate services""""N""wX""k!X8 8  ""  Satellite carriers providing interstate telecommunications services""CX""IkX""wX""k!X@8 8  ""   W4De minimis telecommunications carriers providing interstate telecommunicationsP ""P ""IkXP ""wXP ""k!X8 h   "I  All other telecommunications carriers providing interstate telecommunications"I"CX"I"IkX"I"wX"I"k!Xh   P I"" 0*&&QQC!"  W4B.` ` Contribution BasesCONTRIB BASES  !"Filers do not calculate, in this worksheet, the amounts that they must contribute. The administrators  !will use the revenue information on the worksheet to calculate a funding base and individual  ! contributions for each support mechanism. Individual contributions are determined by use of "factors"  ! ԩ factors reflect the total funding requirement of a particular mechanism divided by the total  !+contribution base for that mechanism. Information on the contribution bases and individual filer contributions are shown in Figure 4. yXFigure 4: Contribution bases FIGURE 4 ׃ Y addxH """" ddxp<< Y h  P    Support Mechanism  Funding Basis ` p R  Universal service low cost and high income R XLine (232) (c)Ɣ"` 8   R"  Universal service schools and libraries and rural health care " XLine (232) (a)Ɣ"8    "   W@4TRS X(Filers with end user revenue must pay a minimum of $25)ƈ" XLine (232) (c)Ɣ"  W4plusXLine (224) (c)Ɣ"  W4lessXLine (312) (c)Ɣ"      NANPA (Filers with end user revenue must Xpay a minimum of $25. Filers with no end user revenue must pay $25)ƈ XLine (232) (a)Ɣ"  W(4plusXLine (224) (a)Ɣ"  W4lessXLine (312) (a)Ɣ"     LNPA by region X(Filers with no end user revenue must pay $100)ƈ XLine (232) (a)Ɣ"  W84plusXLine (224) (a)Ɣ"  W4lessXLine (312) (a)Ɣ"  W4timesXpercentage of end user revenue shown in Lines (304) through (310)Ɣ"   Wx4IV-ELECTRONIC"x 0*&&QQd "  W4IV-REMINDV.Reminders  W4 ( XX` ` Each legal entity must file separately. Each affiliate or subsidiary should show the same holding company name on Line (106).(#`  W84 ( :XX` ` Provide data for all lines that apply. Show a zero for services for which the contributor had no revenues for the filing period.(#`  W4 ( XX` ` Some contributors must file twice a year. Filers that are required to contribute to  ( Kuniversal service support mechanisms are also required to file a Form 499S on September 1.(#`  W 4 ( >X X` ` Wherever possible, revenue information should be taken from the contributors' financial records.(#`  W 4 ( iXX` ` The Worksheet must be signed by an officer of the reporting entity. An officer is a  ( person who occupies a position specified in the corporate by laws (or partnership  ( agreement), and would typically be president, vice president for operations, comptroller, treasurer, or a comparable position.(#`  W4` ` Do not mail the worksheet to the FCC. See Section IIB for filing instructions.(#` If you have questions about the worksheet or the instructions, you may contact: Form 499 Telecommunications Reporting  W4` ` Worksheet Information[To be Announced] Common Carrier Bureau  W4` ` Industry Analysis Division(202) 4180940  Wx4` ` TTY (Network Services Division)(202) 4180484&  Xxx  !If you have questions regarding contribution amounts, billing procedures or the mechanisms, you may contact:  W4Universal Service Administration (973) 5604400  W4TRS Administration,hh](973) 4180948  W`4NANPA Billing and Collection Agent(973) 8848542  W84Local Number Portability Administrators(877) 2455277  XX    FEDERAL COMMUNICATIONS COMMISSION