OAR 860-033-0046: Federal and Oregon Lifeline Accounting, Reporting and Auditing

(1) Based upon accounting procedures approved by the Commission, Eligible Telecommunications Providers and must maintain accounting records so that costs associated with Federal and Oregon Lifeline can be separately identified. The Eligible Telecommunications Provider must provide records to the Commission upon request. (2) Order Activity Report: The Order Activity Report is a listing of all Federal or Oregon Lifeline customers whose phone service or broadband internet access service was disconnected, who voluntarily de-enrolled or were de-enrolled for failure to use the Federal or Oregon Lifeline supported service that the Eligible Telecommunications Provider offers at no charge, and a listing of all Federal or Oregon Lifeline customers whose telephone numbers, addresses, or service initiation dates and service types have changed. The listing must include the customer’s first and last name and Commission-assigned Oregon Lifeline Identification Number. Except as specified in section (4) of this rule, each Eligible Telecommunications Provider must submit weekly to the Commission in an electronic format accessible by the Commission an Order Activity Report. (3) No Match Report: When the Commission notifies the Eligible Telecommunications Provider of customers who meet eligibility criteria, the Eligible Telecommunications Provider must submit an electronic No Match Report within five business days in a format accessible by the Commission that contains the following: (a) Any discrepancy that prevents a customer from receiving the Federal or Oregon Lifeline benefit; and (b) The Commission-approved low-income customer’s service initiation date and service type. (4) When the Commission issues an order designating a provider of telecommunications service as an Eligible Telecommunications Provider and thereby adopts the terms of a stipulation setting specific requirements for reporting Order Activity and No Match that are different from sections (2) and (3) of this rule, the Eligible Telecommunications Provider may report Order Activity and No Match in a manner consistent with the terms of the stipulation approved by the Commission. (5) The Commission reserves the right to audit the records of an Eligible Telecommunications Provider that provides Federal or Oregon Lifeline benefits. (6) Federal Lifeline and Oregon Lifeline Records: Each Eligible Telecommunications Provider must keep all Federal and Oregon Lifeline records and supporting documentation for three years, or if a Commission review or audit is pending, until the review or audit is complete, whichever is later. (a) An Eligible Telecommunications Provider must produce for inspection or audit upon request of the Commission or its authorized representative all Federal and Oregon Lifeline records and supporting documentation. (b) In addition to any other penalty allowed by law, the Commission may suspend or cancel an Eligible Telecommunications Provider's certificate of authority to provide telecommunications service or suspend or revoke an Eligible Telecommunications Provider’s designation for failure to produce for inspection or audit the records required by this rule.