OAR 860-021-0036
Annual Fees Payable to the Commission by a Large Telecommunications Utility


(1)

On statement forms prescribed by the Commission, each large telecommunications utility must provide the requested information for the subject year.

(2)

Each large telecommunications utility must pay to the Commission an annual fee on gross retail intrastate revenue derived within Oregon at a rate determined by Commission orders entered on or before November 1 of each year:

(a)

A minimum annual fee of $100. The annual fee is due on or before April 1 of the year after the calendar year on which the annual fee is based. The annual fee rate will not exceed the rate authorized in ORS 756.310 (Annual fees payable by utilities and telecommunications providers) of the gross retail intrastate revenue during the calendar year on which the annual fee is based.

(b)

A late statement fee in accordance with OAR 860-001-0050 (Late Fees and Penalties), if the Commission has not received the utility’s statement form, completed in compliance with section (1) of this rule, on or before 5 p.m. Pacific Time on the fifth business day following the due date.

(c)

A penalty fee for failure to pay the full amount when due, as required under ORS 756.350 (Penalty for failure to pay fees) and OAR 860-032-0008 (Failure to File Information or Pay the Annual Fee)(1).

(d)

A service fee in accordance with OAR 860-001-0050 (Late Fees and Penalties) for each payment returned for non-sufficient funds.

(e)

All costs incurred by the Commission to collect a past-due annual fee from the utility.

(3)

The annual fee payment must be received by the Commission no later than 5 p.m. Pacific Time on the due date. A payment may be by cash, money order, bank draft, sight draft, cashier’s check, certified, or personal check. A payment made by check will be conditionally accepted until the check is cleared by the bank on which it is drawn.

(4)

Each large telecommunications utility must:

(a)

Collect the annual fee by charging an equitable amount to each retail customer, using apportionment methods that are consistently applied by the utility throughout Oregon, and

(b)

Describe the amount of the apportioned charge upon each retail customer’s bill.

(5)

If the annual fee charge is embedded in the large telecommunications utility’s Commission-approved retail rates, and:

(a)

If the utility does not separately charge the customer an additional amount for the apportioned annual fee, then the utility may comply with section (4) of this rule by merely describing the apportioned amount of the charge on the retail customer’s bill.

(b)

If the utility separately charges the customer an additional amount for the apportioned annual fee, then the utility must comply with ORS 756.310 (Annual fees payable by utilities and telecommunications providers)(6)(c).

(6)

For any year in which a large telecommunications utility’s statement form was due, the Commission may audit the utility as the Commission deems necessary and practicable:

(a)

The Commission’s audit must begin no later than three (3) years after the statement form’s due date.

(b)

If the Commission determines that the utility has underreported its subject revenues, the Commission may assess an additional annual fee, along with a penalty fee for failure to pay under ORS 756.350 (Penalty for failure to pay fees).

(c)

If the Commission determines that the utility has overpaid its annual fee, the Commission may, at its discretion, recompense the utility with a refund or a credit against annual fees subsequently due.

(7)

Each large telecommunications utility must:

(a)

Maintain its records in sufficient detail to readily provide gross retail intrastate revenue from Oregon telecommunications services, as defined in OAR 860-032-0080 (Definition of Gross Retail Intrastate Revenue for Purposes of Annual Fees Payable to the Commission by a Telecommunications Provider);

(b)

Follow the revenue allocation procedures in OAR 860-032-0090 (Allocation of Revenues by a Telecommunications Provider); and

(c)

Make its revenue accounting records available to the Commission upon the Commission’s request.

(8)

If the Commission receives a public record request for the confidential information required by this rule, the Commission may assert that, subject to the limitations of the Public Records Law, the materials are trade secrets and, therefore, exempt from disclosure.

Source: Rule 860-021-0036 — Annual Fees Payable to the Commission by a Large Telecommunications Utility, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=860-021-0036.

860‑021‑0000
Applicability of Division 21
860‑021‑0005
Scope of the Rules
860‑021‑0008
Definitions for Regulation of Utility Services
860‑021‑0009
Applications for Utility Service from an Energy or Large Telecommunications Utility
860‑021‑0010
Information for Utility Customers and Applicants
860‑021‑0011
Multilingual Notices
860‑021‑0015
Dispute Resolution
860‑021‑0017
Designation of Third Party to Receive Notices
860‑021‑0019
Restrictions on Entering a Customer Residence
860‑021‑0021
Interruption of Utility Service
860‑021‑0033
Annual Fees Payable to the Commission by an Electric Utility
860‑021‑0034
Annual Fees Payable to the Commission by Gas Utility or Steam Heat Utility
860‑021‑0036
Annual Fees Payable to the Commission by a Large Telecommunications Utility
860‑021‑0037
Estimated Annual Fees Payable to the Commission
860‑021‑0045
Installation of Electric Service
860‑021‑0050
Installation of Gas Service
860‑021‑0051
Main Extensions for Gas Service
860‑021‑0055
Temporary Utility Service
860‑021‑0057
Connection of Residential Energy Utility Service
860‑021‑0120
Meter Readings and Bill Forms
860‑021‑0125
Due and Payable Period
860‑021‑0126
Late-Payment Charge
860‑021‑0130
Meter Test
860‑021‑0135
Adjustment of Utility Bills
860‑021‑0170
Billing Error Reporting
860‑021‑0200
Establishing Credit for Residential Utility Service
860‑021‑0205
Deposit Payment Arrangements for Residential Energy Utility Service
860‑021‑0206
Payment Arrangements for Deposit and Installation Charges for Residential Telecommunications Utility Service
860‑021‑0210
Interest on Deposits for Residential and Nonresidential Utility Service
860‑021‑0215
Refund of Deposits for Residential and Nonresidential Utility Service
860‑021‑0305
Grounds for Disconnecting Utility Service
860‑021‑0310
Voluntary Disconnection of Utility Service
860‑021‑0315
Emergency Disconnection of Utility Service
860‑021‑0320
Disconnection of Service on Weekends and Holidays
860‑021‑0325
Accounts Not Related to Residential Utility Service
860‑021‑0326
Disconnection of Gas or Electric Service to Tenants
860‑021‑0328
Reconnection of Residential Energy Utility Service
860‑021‑0330
Reconnection Fee for Utility Service
860‑021‑0334
Transfer Billings
860‑021‑0335
Refusal of Utility Service
860‑021‑0405
Notice of Pending Disconnection of Residential Electric or Gas Utility Service
860‑021‑0407
Severe Weather Moratorium on Involuntary Disconnection of Residential Electric or Gas Utility Service
860‑021‑0408
Disconnect Reporting Rule
860‑021‑0410
Emergency Medical Certificate for Residential Electric and Gas Service
860‑021‑0414
Equal-Payment Plans for Residential Electric and Gas Service
860‑021‑0415
Time-Payment Agreements for Residential Electric and Gas Service (Nonmedical Certificate Customers)
860‑021‑0420
Field Visit Charge
860‑021‑0505
Disconnection Procedures for All Commercial Electric and Gas Utility Customers and All Customers of Large Telecommunications Utilities
860‑021‑0510
Emergency Medical Certificate for Residential Telecommunications Utility Service
860‑021‑0550
Termination of Local Exchange Residential Service for Telecommunications Customers at Significant Risk
860‑021‑0575
Time Payment Agreements for Large Telecommunications Utilities
860‑021‑0610
Telephone Solicitation Notices by Large Telecommunications Utilities
860‑021‑0620
Customer Notification and Information Delivery Services for Large Telecommunications Utilities
Last Updated

Jun. 8, 2021

Rule 860-021-0036’s source at or​.us