20151020Exhibit 7 IWI OR ETC.ETP approval.pdf

ORDER NO. 15 300
ENTERED SEP 2 9 2015
BEFORE THE PUBLIC UTILITY COMMISSION
OF OREGON
UM 1509
In the Matter of
i-wireless, LLC,
Application for Designation as an Eligible
Telecommunications Carrier in Oregon for
the Purpose ofOffermg Lifeline Service to
Qualified Households.
ORDER
DISPOSITION: STIPULATION ADOPTED: PETITION GRANTED WITH
CONDITIONS; PARTIAL RULES WAIVER GRANTED
I. SUMMARY
In this order, we adopt a stipulation recommending, with conditions, approval of the
application filed by i-wireless, LLC, dba Access Wireless (i-wireless) for designation as
an Eligible Telecommunications Carrier, and designation as an Eligible
Telecommunications Provider, enabling it to receive federal Universal Service Fund and
Oregon Telephone Assistance Program Support.
II. BACKGROUND
The Telecommunications Act of 1996 (the Act) has, among its goals, the promotion of
quality services at just, reasonable and affordable rates, access to advanced
telecommunications and information services, and access to services in rural areas
comparable to services in urban areas. Integral to the Act is a national policy that every
household have, at a minimum, the equivalent of single-line, basic voice-grade, telephone
service, often referred to as "Lifeline" service. To that end, it provides for the
establishment of a federal Universal Service Fund (FUSF) which provides financial
support to designated providers of telecommunications services. A carrier that meets the
standards necessary to receive FUSF support is designated an eligible
telecommunications carrier (ETC).
An ETC that is an incumbent local exchange carrier (ILEC) receives FUSF support based
on the cost of providing supported services. A competitive ETC (CETC) may also
receive FUSF support in certain circumstances. A CETC can offer services using either
its own facilities or a combination of its own facilities and resale of another carrier s
ORDER NO. 15 3
services, but the CETC only gets support for services provided over its own facilities,
unless the Federal Communications Commission (FCC) has ruled that the CETC has
satisfied an alternative set of conditions, essentially demonstrating that the CETC is
financially and technically capable of providing the supported Lifeline service in
compliance with all of the low-mcome program rules. Under federal law, states can also
set standards for granting a carrier ETC status, and Oregon has done so. In Order
No. 06-292, we established guidelines for carriers seeking certification as ETCs in
Oregon. An itemized checklist was attached to Order No. 06-292. The checklist
consists of two parts: "Initial Designation—Application Requirements" and "Annual
Recertification Requirements.
In order to offer Lifeline and Oregon Telephone Assistance Program (OTAP) services m
Oregon, an ETC must also be designated an Eligible Telecommunications Provider
(ETP). Once a carrier has been certified as an ETP, it can receive payments from the
Residential Service Protection Fund (RSPF) for providing certain classes of customers
with telecommunications services. The checklist requirements for ETC and ETP
designation m Oregon are addressed below in the discussion of specific aspects of the
application. Among those requirements, a carrier seeking ETP designation must also
commit to offer and advertise services targeted to low-income populations. These
services are Lifeline and OTAP services.4
m. PROCEDURAL HISTORY
On November 19, 2010, i-wireless filed an application for designation as an ETC. It
simultaneously filed an application for designation as an ETP to offer OTAP services.
On January 10, 2011, the Citizens ' Utility Board of Oregon (CUB), filled a notice of
intervention and joined as a party to this proceeding. On August 19, 2011, the Oregon
Office of Emergency Management (OEM) filed a petition to intervene.
On August 31, 2012, i-wireless filed an amended application for designation as an ETC
and ETP and requested waivers of OAR 860-033-0006(3)(b), OAR 860-033-0006(3)(c)
* 47C.F.R. §54.201(h). In the ^/e/meAe/orm Or^er, the FCC decided, on its own motion, to forbear
from applying the facilities requirement of Section 214(e)(l)(A) to any telecommunications carrier that
seeks limited ETC designation to participate in the Lifeline program, conditioned on the ETC's compliance
with certain 911 requirements and the ETC's filing with and approval by the FCC of a compliance plan
describing the ETC's adherence to certain protections prescribed by the FCC. In the Matter of Lifeline and
Link Up Reform and Modernization, Lifeline and Link Up, Federal-State Joint Board on Universal Service,
Advancing Broadband Availability Through Digital Literacy Training, WC Docket No. 11-42, WC Docket
No. 03-109, CC Docket No. 96-45, WC Docket No. 12-23, Report and Order and Further Notice of
Proposed Rulemakmg, FCC 12-11 (rel. Feb 6, 2012) {"Lifeline Reform Order"), ^ 368. Accordingly, on
October 21, 2011, the FCC approved the applicant's compliance plan and i-wireless was granted blanket
forbearance by the FCC from the provision of Section 214(e)(l)(A) of the Act.
2 Docket No. UM 1217 (Jun 13,2006).
In the Matter of Lifeline andLink Up Reform and Modernization, et al., FCC 12-11 at ^ 245. The PCC
eliminated Link Up support on non-tribal lands for all ETCs. The support ended April 1, 2012.
.See generally OAR 860-033-0001, et seq. for a discussion of the RSPF and its application to the
provision of the named services by ETCs and the compensation and support programs related thereto.
ETCs who offer those services are known as Bligible Telecommunications Providers or ETPs. OAR 860-
033-0010 through OAR 860-033-0046 set forth the Commission rules with respect to OTAP.
ORDER NO.15"" 3
and OAR 860-033-0030(6). During the following months, the parties exchanged
information and held settlement conferences and workshops. However, on November 1,
2013, the FCC issued i-wireless a Notice of Apparent Liability for Forfeiture (NAL) and
the parties agreed to hold the docket in abeyance until the matter was resolved.
On August 28, 2015, i-wireless, CUB, OEM and the Commission Staff (parties) jointly
filed a stipulation and accompanying exhibits A-F purporting to resolve all issues
concerning the application as amended, along with supporting sworn testimony and
exhibits of the parties and motions to admit all of the foregoing into the record. The
stipulation and its accompanying exhibits are attached as Appendix A and incorporated
by reference. The motions to admit the stipulation, exhibits, and joint testimony are
granted.
TV. THE AMENDED APPLICATION
i-wireless is a mobile virtual network operator that provides wireless service to customers
utilizing the Sprint network, i-wireless is a limited liability company that is 50 percent
owned by Genie Global, Inc., and 50 percent owned by The Kroger Company, a large
retail grocery chain. The company has been providing wireless service for over seven
years. It began providing Lifeline services in 2011 under the Access Wireless brand
name and has been designated as an ETC to provide Lifeline service in 35 jurisdictions.
Upon designation as an ETC and ETP, as it has done in other jurisdictions, i-wireless will
offer eligible Lifeline customers a choice of several plans under the Access Wireless
brand name. The Access Wireless 500 Anytime Minutes Plan, with no net cost to the
customer, will be consistent with the FUSF low-income fund-supported 250 minutes per
month as well as 250 additional voice only OTAP minutes, which will include domestic
long distance calling. Lifeline customers will also receive a free handset, access to
voicemail, caller I.D. and call waiting features at no additional charge, even after their
initial allotment of included minutes have been used. Lifeline customers will also have
free access to 9-1-1 and customer service. Additional minutes may be purchased by
Lifeline customers at a cost not to exceed $.10 per minute. Lifeline customers will be
able to accumulate free minutes for dollars spent at participating Kroger-owned stores by
using Kroger-issued shopper loyalty cards. Other plans will reflect a discount on the
company's retail rate plans.
i-wireless will seek reimbursement for Lifeline service from the FUSF. It will also seek
OTAP reimbursement of $3.50 per customer per month from the Oregon RSPF. It will
not seek any high-cost support funding and requests ETC designation for the limited
purpose ofreceivmg only low-income support funds. The company does not seek
designation on Tribal Lands and will therefore not offer Tribal Lifeline service. Any
Tribal Lands mcluded in the served area ZIP code list are excluded from the company's
service area. Ifi-wireless decides to offer Tribal Lifeline service in the future, it will file
an amended application requesting designation on Tribal Lands.
5 In the Mailer of i-wireless, LLC, FCC 13-148 (Released November 1, 2013).
la Oregon, these are the 55 Fred Meyer and Qualify Food Center stores.
15ORDER NO. ' ^
V. THE STIPULATION
The stipulation amends and supplements the application by its own terms and by the
inclusion of Exhibits A through D and Exhibit F. Exhibit A is a list of ZIP codes of the
company's designated service area; Exhibit B is a map of its designated service area
excluding tribal lands; Exhibit C is a coverage map of the company's underlying carriers;
Exhibit D is a description, in table form, of the Lifeline plan offerings to non-tribal
customers; and Exhibit F is a sample of the quarterly report on its Lifeline program that
i-wireless commits to file with the Commission Staff as one of the terms of the
stipulation. The stipulation provides that the company will remit the RSPF surcharge to
the Commission on behalf of all its Oregon customers and remit the Oregon 9-1-1 tax to
the Department of Revenue on behalf of all of its Oregon Lifelme customers. The
stipulation also contains special conditions intended to protect against waste, fraud and
abuse and to address concerns related to the nature ofi-wireless' Lifeline services arising
out of the NAL. We discuss these conditions separately below. The sections for which
the parties agree that waivers are necessary are listed in Exhibit E to the stipulation.
In the stipulation, the parties agree that i-wireless meets all initial designation and annual
recertification requirements established in Order No. 06-292 for ETC status, as well as
requirements in related FCC orders, with the exception of those sections of Order
No. 06-292 and our rules for which waivers are being sought. The parties also agree that
i-wireless meets all ETP requirements specified m OAR Chapter 860, Division 033,
except for those requirements for which waivers are being sought. For the reasons set
forth in the joint testimony submitted in support of the stipulation, the parties agree that
good cause exists to request waivers and that the waivers should be granted.
VI. DISCUSSION
Although Oregon's requirements generally mirror those of the FCC, i-wireless must also
prove that it complies with each item on the Order No. 06-292 "checklist," and
demonstrate that any waiver given for non-compliance with any checklist item serves the
public interest. In order to be designated an ETP, as well as an ETC, m Oregon,
i-wireless must demonstrate its compliance with the relevant sections of OAR 860-033-
0001 et seq. or demonstrate that any waiver given for non-compliance with such rule also
serves the public interest. Our findings with respect to those requirements which are
relevant to i-wireless follow.
A. ETC Checklist Items in Compliance with Commission Rules
1. Initial Designation
Item 1.1: Common Carrier, i-wireless is a reseller of wireless services and does not own
any of the facilities used to provide telecommunications service. It relies upon the Sprint
network. Section 153 of the Communications Act of 1934, as amended, defines a common
carrier as "any person engaged as a common carrier for hire, in interstate or foreign
communication by wire or radio." 47U.S.C. § 153(11). The Act expressly classifies
ORDER NO.15 ""30
wireless carriers as common carriers for regulatory purposes. 47 U.S.C. § 332(c)(l)(A).
We find that i-wireless has complied with this checklist item.
Item 1.2: Service Description and Geographic Area. Pursuant to FCC authorization and
following designation, i-wireless will offer Lifeline customers the Access Wireless 500
Anytime Minutes Plan, as described in Exhibit D to the stipulation, i-wireless will offer
its Lifeline services throughout the proposed designated service area defined by the ZIP
codes listed in Exhibit A to the stipulation. A map that generally illustrates the
designated service area is provided as Exhibit B to the stipulation. A map that depicts
wireless coverage is provided as Exhibit C to the stipulation.
Item 2.1: Commitnaent and Ability to Provide All Supported Services. Application
requirement 2.1 m Appendix A of Order No. 06-292 requires a statement of the carrier's
commitment to offer all required supported services and description of each supported
service currently offered, listing nine services. The FCC's 2011 amendments to
47 C.F.R. § 54.101 elimuiated the equivalent list of nine supported services, specifying
instead that voice telephony service" (as defined in the modified rule) is supported by
the federal universal service mechanisms. Following designation as an ETC in Oregon,
i-wireless has committed to offer the supported voice telephony services as described in
the amended 47 C.F.R. § 54.101. Although no longer required by the FCC, the services
that i-wireless has committed to provide in its application include the nine services or
their functional equivalent that are enumerated m Oregon's requirement 2. 1. We
therefore find that i-wireless has met the requirements of this checklist item.
Item 2.3: Lifeline Service Offerings Description, i-wireless is seeking ETC designation
solely to provide prepaid wireless Lifeline service under the Access Wireless 500
Anytime Minutes Plan and i-wireless Retail Plans, described in Exhibit D to the
stipulation. The rate plans also include the availability of Access Wireless Top Up Cards
with which Lifeline customers may purchase additional minutes of voice, and additional
amounts of data and picture mail services as described in Exhibit D. The company will
notify existing Lifeline customers within ten days following any increase in the minutes,
units or other material terms of its Lifeline service offerings and permit those customers
to immediately subscribe. Ifi-wireless offers Lifeline service in another state with more
included minutes or other material terms, or a promotional offering with a higher number
of free minutes, units, or other material terms of its Lifeline service offerings, it will
extend such terms to all Oregon Lifeline customers. We find that i-wireless has
described its service offerings with sufficient specificity to satisfy this checklist item.
Item 3.2: Commitment to Provide Service, i-wireless has committed to offering the
supported services throughout its proposed service area. However, the parties note that,
as a reseller, i-wireless has only a limited ability to resolve reception issues.
Accordingly, i-wireless agrees that it will report on customers that cancel service due to
Voice grade access to the public switched telephone network, local usage, dial tone, multi-frequency
signaling, single party service 911, operator services, interexchange services and directory assistance access
and toll limitation.
ORDER NO.15 30 0
reception issues. We find that, by reporting reception issues, i-wireless has complied
with this checklist item.
Item 4.2: Signal Strength. This item requires a wireless carrier to provide a map of the
current network coverage and signal strengths. As a reseller, i-wireless does not have
access to more detailed data than that provided by the underlying wireless carrier.
i-wireless has provided a coverage map indicating that the minimum signal strength
is -99 dBm as Exhibit C. Ifi-wireless discontinues or expands the use of its current
underlying wireless carriers, or expands coverage through use of additional underlying
wireless carriers, it will file a notice with the Commission and Staff will review the
remaining wireless coverage and may recommend modifications to the designated service
area as may be appropriate. It will, in keeping with the Cellular Telecommunications
Industry Association (CTIA) Consumer Code, provide coverage mapping on its website
and at the points of sale. We find that i-wireless has complied with this checklist item
and that a partial waiver, though requested, is not required.
Item 8: Ability to Remain Functional in Emergencies, i-wueless provides service to its
customers through the Sprint network, giving customers the same ability to remain
functional in emergency sihiations as that network currently provides to its own
customers. By virtue of its relationship with Sprint as a reseller, E911 service is fully
deployed and m compliance with all applicable E911 rules. We find that i-wireless has
complied with this checklist item.
Item 10: Public Interest Standard. This item requires a demonstration that designation
would be in the public interest. Sub-requirement 10.1 addresses specific ways m which
consumer choices will be mcreased, specific advantages and disadvantages of the
applicant's service offering and any other criteria detennined by the Commission.
The stipulating parties note that designation ofi-wireless as an ETC under the terms and
conditions of the stipulation will expand consumer choice among carriers and provide
Lifeline services at no cost to participating customers, i-wireless will offer the greatest
number of free minutes to date to customers who desire a plan without any charges. The
company will also offer plans with data options and more minutes for customers in need
of them. We find that i-wireless satisfies checklist item 10.1.
2. Annual Receftification
In Order No. 15-169 in Docket UM 1648, we changed the annual reporting requirements
previously established in Order No. 06-292. Each ETC must now file annually with the
Commission a complete and non-redacted copy of designated reports filed with the FCC
for the report year. For carriers receiving only low-income support, such as i-wireless,
FCC Form 481 is the only form required, i-wireless commits to providing that report.
Joint/100, Schimpf, Marinas, Gray, Jenks, Tennyson/15.
9 Id. at 15-16.
ORDERNO. t5"" 3 0 0
B. Checklist Items Requiring a Waiver of the ETC Checklist Requirements
The parties have requested waivers for the following checklist requirements:
Item 3.1: Service Area Identification. This checklist item requires explicit identification
of the proposed service area through a map and a list of wire centers. This requirement
includes sub-item 3.1.1 which specifies the submission of a map of the licensed service
area boundaries and its requested designated service area boundaries overlaid on the
boundaries of all ILEC wire centers it proposes to include in its designated service area.
Sub-item 3.1.2 requires a list of wire centers that will comprise the designated service
area. The list included in Exhibit A and the coverage map mcluded in Exhibit B to the
stipulation are based on ZIP code boundaries, rather than wire centers, and are therefore
asking for a waiver of requirement 3.1. In requesting the waiver, the parties note that
wireless carriers often use ZIP codes to locate addresses and assist consumers in viewing
wireless coverage areas and state that it is a more relevant framework in a wireless
environment; wire centers are more closely related to the provision oflandline service.
Furthermore, Lifeline eligibility is linked to a consumer's home address which is more
readily verifiable by ZIP code.
The parties represent that there are no prohibitions under state or federal law or
regulations with respect to utilizing ZIP codes to identify service areas under
circumstances such as this. In Order No. 06-292 at page 11, we indicated that we would
consider alternatives to requiring an ETC to include an entire ILEC wire center in its
service area. Furthermore, in its USF/ICC Transformation Order, the FCC adopted
census blocks, rather than the previously used wire centers, as the units to award high-
cost funds, such as those for the rural broadband experiments and CAF funding.
It is readily apparent that the use ofILEC wire centers to define service areas has become
less relevant when wireless carriers are providing ETC services. Using ZIP codes is a
less burdensome, more efficient and more readily-understood means to determine service
areas and describe those areas to the public. We find good cause to waive these
requirements.
Item 4.2: Signal Strength Mapping. i-wireless has provided a coverage map utilizing
minimum signal strength of-99 dBm. The map is included as Exhibit C to the
stipulation, i-wireless requests a waiver of the requirement to the extent that additional
signal strength mapping is required. i-wireless notes that, as a reseller of wireless
services, it does not have access to more detailed information. i-wireless has committed
to make coverage maps available at the point of sale and on its website in accordance
with the CTIA Consumer Code. We find good cause to waive these requirements.
Item 10.2: Cream-skimming Analysis. This checklist item was originally required where
the applicant's proposed designated service area will not include the entire study area of a
rural ILEC. No such analysis is required by the FCC for i-wireless' Lifeline service, as
10 /rf.at 14.
ORDER N0.1 5 300
the FCC has found that cream-skimming is not a concern for carriers seeking Lifeline
support only. We find that i-wireless has provided good cause for non-compliance with
these checklist items and we find good cause to waive those requirements with respect to
the instant application.
C. ETP Compliance with Commission Rules
An ETC that is also designated as an ETP must comply with the RSPF rules set forth in
OAR 860-033-0001 through 860-033-0110. We have reviewed the application,
stipulation, exhibits, and joint testimony and find that the representations necessary to
satisfy the requirements of our rules have been met except for those portions of our rules
for which waivers are being sought.
L OAR 860-033-0005(7) (a)
This subsection provides that, in order to be designated as an ETP, an ETC must offer
telecommunications service "using either its own facilities or a combination of its own
facilities and resale of another carrier's services." The FCC has granted i-wireless
forbearance from this requirement and approved its Compliance Plan.
We find that i-wireless has provided good cause for non-compliance with this rule and we
waive the requirement with respect to the instant application.
2. OAR 860-033-0006(3) (b)
TMs subsection requires each cellular, wireless, or other radio common carrier to collect
the RSPF charge from is subscribers, including those eligible for OTAP. i-wireless has
committed to remit the applicable surcharge on behalf of its customers m lieu of
collecting it from customers. As a prepaid service provider, i-wireless does not issue
invoices and its Lifeline plan requires no financial contribution from customers.
We fmd that i-wireless has provided good cause for non-compliance with this rule and we
waive the requirement with respect to this application.
3. OAR 860-033-0006(3)(c)
This subsection requires i-wireless to identify the RSPF surcharge on its customers' bill.
As noted above, i-wireless does not issue invoices to its Lifeline customers.
We find that i-wireless has provided good cause for non-compliance with this rule and we
waive the requirement with respect to this application.
Id. atl6 citing In the Matter of Virgin Mobile USA, L.P. Petition for Forbearance from 47 U.S.C.
§ 214W(A),CC Docket No. 96-45, Order 09-18, ^ 39, n. 101 (Mar 5,2009) ("^we need not perform a
cream-skimming analysis because Virgin Mobile is seeking eligibility for Lifeline support only.")
ORDER NO. D 5
4. OAR 860-033-0010(2)
i-wireless seeks awaiver of OAR 860-033-0010(2). OAR 860-033-0010(2) requires the
wireless carrier to provide the OTAP and Lifeline discount to eligible customers.
i-wireless will offer the OTAP and Lifeline discount on all plans except the 100 Minute
Talk with Unlimited Text and 50MB Data retail plans. These plans are excluded because
they offer fewer minutes for voice, the supported service, than the 500 Free Minutes plan.
The parties support i-wireless m its request for a waiver of this subsection of our rules
because the company will offer a wide variety of plans to Lifeline customers, and the
plans for which the discounts are not available does not provide a significant amount of
OTAP and Lifeline supported services.
We find that i-wireless has provided good cause for non-compliance with this rule and we
waive the requirement with respect to this application.
5. OAR 860-033-0046(4)
Under this subsection of our rules, a wireless carrier is supposed to provide a weekly "No
Match Report" in which the carrier notifies the Commission of any discrepancy that
prevents the list of eligible customers from receiving the OTAP or Lifeline benefit.
Under the stipulation, i-wireless will submit a weekly Order Activity report to staff in an
electronic format accessible to the Commission in lieu of the No Match report. The
parties agree that the No Match Report is unnecessary because i-wireless will provide the
same tnformation in the Order Activity report.
We find that i-wireless has provided good cause for non-compliance with this rule and we
waive the requirement with respect to this application.
D. IMatters Requiring Additional Consideration: FCC NAL
On November 1, 2013, the FCC issued the NAL (see footnote 5, supra) proposing a
penalty for instances of alleged duplicate Lifeline subscribers. On January 10, 2014,
i-wireless submitted its response to the FCC, which the stipulating parties contend
contained a comprehensive factual analysis and legal defense against the allegations,
seeking a cancellation of the proposed forfeiture. To date, the FCC has taken no further
action in that docket and has provided no response to i-wireless' attempts to resolve the
matter. The ultimate outcome is unclear/
Despite the pendency of the NAL, state commissions with the appropriate jurisdiction in
Nebraska, Georgia, Washington and California have found i-wireless to satisfy their
standards for designation as an ETC. For example, the California commission staff
12 Id. at 22.
See Id at 18 for the parties' discussion of the statutory requirements and procedural aspects ofFCC
NALs.
14 Id. at 19.
ORDER NO. IS 3 0 n
found that, absent an FCC threshold, 1.5 percent provided a reasonable guideline for an
acceptable level of duplication, and that the i-wireless duplication rate "does not rise to
the level of a 'significant' risk that justifies a denial of their ETC designation request."
In order to address the issues raised by the NAL, i-wireless has agreed to provide the
quarterly reports to Staff and CUB in the format identified in the Stipulation as Exhibit F.
In addition, i-wireless will submit monthly to Staff a copy of its Oregon-specific monthly
Lifeline Worksheet (Form 497) that it submits to the Universal Service Administrative
Company from which it claims or seeks low-income reimbursement or support. In
conjunction with that form, the company will provide the customers' names, residential
addresses, phone numbers and Commission-assigned OTAP identification number to
Staff in an electronic format accessible to the Commission. When applicable, i-wireless
agrees to provide Staff a revised copy of Form 497 and the corresponding revised report.
Upon approval of the stipulation, the company will file all information required by the
FCC under 47 CFR§ 54.401(d) and provide Staff with a copy of any certification that its
Lifeline plan satisfies the federal criteria within ten business days of receipt.
We have reviewed the proposed methods contained in the stipulation to track Lifeline
eligible customer records and find that sufficient safeguards have been put m place to
warrant a finding that the applicant has adequately addressed these public interest
concerns and should be granted ETC and ETP status.
VII. ORDER
IT IS ORDERED that:
1. The stipulation between i-wireless, LLC, dba Access Wireless; the Staff of the
Public Utility Commission of Oregon; the Citizens' Utility Board of Oregon; and
the Oregon Office of Emergency Management, attached to this order as
Appendix A, is adopted.
2. The i-wireless, LLC, dba Access Wireless Application for Designation as an
Eligible Telecommunications Carrier m Oregon for the Purpose ofOffermg
Lifeline Service to Qualified Households, as amended, is granted subject to the
conditions set forth in this order.
15 California Public Utilities Commission Resolution T-17449, at 17-18.
16 Joinf/100, Schimpf, Marmos, Gray, Jenks, Temiyson/22-23.
10
ORDER NO. 1.5 500
3.Our rules are waived to the extent set forth in this order.
Made, entered, and effective SEP 29 2015
COMMISSIONER ACKERMAN WASUMWAILA9LE FOR SIGNATURE
Susan K. Ackerman
Chair
*'-'^S>''^v'^Kvi *''', t^'''; ''' .*'/•'U3iSPry¥F'Y:>?^-'-"''",.- •• ''..-•'• //'^WsS<</^E^yQ^-^
Fohn Savage
Commissioni
Eephen M. Bloom
Commissioner
A party may request rehearing or reconsideration of this order under ORS 756.561. A
request for rehearing or reconsideration must be filed with the Commission within 60 days
of the date of service of this order. The request must comply with the requirements in
OAR 860-001-0720. A copy of the request must also be served on each party to the
proceedings as provided in OAR 860-001-0180(2). A party may appeal this order by filing
a petition for review with the Court of Appeals in compliance with ORS 183.480 through
183.484.
11
ORDER NO.
BEFORE THE PUBLIC UTILITY COMMISSION
OP OREGON
In the Matter of
i-wireless, LLC
dba Access Wireless
Application for Limited Designation as an
Eligible Telecommunications Carrier and
Eligible Telecommunications Provider for the
Purpose of Offering Lifeline Service, and
Request for Waiver Pursuant to 860-033-
0001(2)
Docket No. UM 1509
STIPULATION
This Stipulation is entered into for the purpose of resolving all issues in this proceeding
by and among the parties as. set fortli below.
PARTIES
1. The parties to this Stipulation (the "Stipulation") are i-wireless, LLC dba Access
Wireless ("i-wireless"), the Citizens' Utility Board of Oregon ("CUB"), the Oregon Office of
Emergency Management ("OEM ), and the Staff of the Public Utility Commission of Oregon
("Staff"), representing all of the parties to the proceeding (together, the "Parties" and
individually, a "Party"),
BACKGROUND
2. On November 19, 2010, i-wireless filed its initial Application for Limited
Designation as an Eligible Telecommunications Carrier ("ETC") with the Public Utility
Commission of Oregon (the "Commission"), This Application also included a request for
designation as an Eligible Telecommunications Provider ("ETP") for participation in the Oregon
Telephone Assistance Program ("OTAP") under Oregon Administrative Rule ("OAR") Chapter
Docket No. UM 1509 - STIPULATION
Page 1 of 17
APPENDIX A
Page 1 of 32
ORDER NO.:') 1;
860, Division 033: Residential Service Protection Fund ("RSPF"),
3. On Friday, January 21,2011, a prehearing conference took place. CUB and OEM
intervened in tlie docket. The Parties agreed to delay setting a schedule until the Federal
Commumcations Commission ("FCC") approved i-wireless' Compliance Plan required by its
Forbearance Order, FCC 10-117.
4. On January 12, 2012, the Administrative Law Judge ("ALJ") requested that i-
wireless file a status report, On January 23, 2012» i-wireless filed a status report explaining that
even though the FCC had approved i-wh'eless* Compliance Plan on October 21, 2011, the
Company wanted to wait to observe the impacts of an expected FCC order refomiing Lifeline
before submitting an amended application. The FCC Lifeline Reform Order (FCC 12-11) was
released in February of 2012. On August 20,2012, i-wireless filed another report explaining that
it needed more tune to ensure compliance with fee FCC Lifeline Reform Order.
5. i-wireless filed an Amended Application on August 31, 2012. A prehearing
conference was held on October 10,2012. Thereafter, the Parties filed several status reports with
the ALJ. Staff and CUB served data requests on i-wireless to which i-wireless responded. On
October 31, 2012, the Parties held a workshop. The Parties held additional workshops and
settlement conferences on February 25, May 9, and November 7 of 2013. During a conference
call on March 12, 2014, the Parties agreed to support a motion to hold the docket in abeyance
until October 14,2014, which was then filed. The docket was suspended effective April 9, 2014
through October 14, 2014. Followmg the end of the abeyance period, the Parties held additional
settlement conferences/workshops on November 13, 2014, January 27, 2015^ March 3,2015,and
May 8,2015. The conferences have been open to all parties to this docket.
6. Staff and CUB have reviewed i-wireless's ETC and ETP Amended Application
and exhibits, and considered the additional mformation provided by i-wireless in response to data
requests, informal inquiries, and at workshops/settlement conferences. As a result, the Parties
have agreed to modification of several portions of i-wireless's Amended Application, which are
superseded by the replacement documents and conditions specified in this Stipulation.
DocketNo. UM 1509 - STIPULATION
Page 2 of 17
APPENDIX A
Page 2 of 32
ORDER N0.1.''' \ ""
7. All outstanding issues have been resolved and have been addressed. No Party
opposes i-wireless's ETC and ETP designati'on under the terms and conditions set forth in the
Stipulation. The Parties are tlierefore entering into this Stipulation.
AGREEMENT AND CONDITIONS
8. The Parties agree that i-wireless's designation as an ETC and ETP for the limited
purpose of offering OTAP and Lifeline sei-vices in Oregon, with application of the following
terms, conditions, and certain waivers, is in the public interest.
9. The Parties agree that i-wireless meets all initial designation and annual
recertificafion requirements established in Order No. 06-292 for ETC status, .as well as
requirements in subsequent related FCC Orders, except as specified herein. i-wireless's ETC
designation will be only for purposes of participation in the Lifeline Program of the federal
Universal Service Low Income Fund. i-wireless will not be designated to receive support from
the High Cost Fund or fi'om the Tribal Lifeline or Link Up portion of the federal Universal
Semce Low Income Fund,
10. The Parties agree that i-wireless meets all ETP requirements specified in OAR
Chapter 860, Division 33, with the exception of those for which waivers are requested herein.
11. The Parties agree that approval of i-wireless's ETC and ETP Amended
Application is in the public interest subject to the additional requirements specified herein. By
virtue of executing this Stipulation^ i-wireless agrees to abide by and perform all terms of this
Stipulation with respect to providing OTAP and Lifeline supported services in Oregon and to
comply with all relevant federal and Oregon requirements for continued ETC and ETP status.
12, i-wireless's ETC and ETP designated service area will be comprised of the zip
code areas set forth in Exhibit A to this Stipulation, and illustrated in the map in Exhibit B to this
Stipulation. The designated service area excludes any Tribal Lands that lie within the areas of
the zip codes listed, i-wireless will provide its prepaid wireless services throughout its
designated area in Oregon by purchasing services on a wholesale basis from Sprint, i-wireless
represents that Sprint has substantial if not complete coverage throughout each of these zip code
DocketNo. UM 1509 - STIPULATION
Page 3 of 17
APPENDIX A
Page 3 of 32
ORDER NO.
areas. As i-wu'eless will be unable to improve service to customers where its underlying carrier
does not provide acceptable levels of wireless reception, i-wh-eless agrees to report quarterly on
the number of customers within the designated service area that are declined seivice or cancel
service because of poor or no reception. The report must include addresses for those customers
so that the data may be analyzed to determine areas of insufficient service,
I. ETC Requirements
13. Tills Stipulation revises certain information included in i-wh'eless's Amended
Application and binds i-wireless to specific commitments not made In it's Amended Application.
(a) The zip code list in Exhibit A of this Stipulation replaces the list in Exhibit 3 of i-
wireless's Amended Application. Tills list addresses the general intent of the
requirement for initial designation in Appendix A, Initial Requu'ement 3.1.2 of Order
No. 06-292, in that it explicitly defines the areas that comprise the proposed
designated service area. The Parties agree that defining the designated service area in
terms of zip codes rather than wire centers is in the public interest.
(b) The map in Exliibit B of this Stipulation replaces the map m Exhibit 3 of i-wiieless s
Amended Application. The map illustrates the zip code areas that comprise the
proposed designated service area. The map is an approximation of the zip code areas
and is to be used for illustrative purposes only. The Parties accept that this map
addresses the general intent of the requirement for initial designation in Appendix A,
Initial Requirement 3.1.1 of Order No. 06-292. Howevei, because the map depicts zip
codes rather than wire center areas, to the extent that a waiver may be deemed
necessary, the Parties support granting such a waiver.
(c) To fulfill the map requirement for initial designation in Appendix A, Initial
Requirement 4.2, of Order No. 06-292, i-wireless submits a public coverage map as
Exhibit C of this Stipulation. The map indicates areas of coverage with minimal signal
strength of -99 decibel mflliwatts (dBm). Furthermore, i-wireless agrees to malce
available coverage maps in accordance with the CTIA Consumer Code at the point of
Docket No. UM 1509 - STIPULATION
Page 4 of 17
APPENDIX A
Page 4 of 32
ORDER NO.
sale and on its website upon designation.
(d) i-wireless's Lifeline and the available non-Ufeline rate plans and additional service
offerings are displayed in Exhibit D of this Stipulation.
14. Upon designation, ifi-wireless discontinues or expands the use of Sprint facilities
to provide Lifeline services in Oregon, or expands coverage through use of wireless facilities of
another carrier, it will file notice with the Commission in Docket No. UM 1509 at least thirty
(30) days prior to the network change. After notice is filed. Staff will perform a review of i-
wireless's remaining wireless coverage and may recommend that the Commission modify i-
wireless's designated service area as may be appropriate, i-wireless will post its handset-
unlocking policy consistent with the CTIA Consumer Code on the Access Wireless website prior
to offering Lifeline services m Oregon,
15. i-wireless was granted blanket forbearance by the FCC from the requirement of
Section 214(e)(l)(A) of the federal Communications Act of 1934, as amended, 47 USC
214(c)(l)(A), that ETCs must use their own facilities to provide supported services. As part of
forbearance, ETC applicants must submit Compliance Plans to the FCC for approval. The FCC
approved i-wireiess's plan on October 21, 2011. If conflicts exist or arise between Oregon
requirements for ETC and ETP designation and specifics in i-wireless's FCC Compliance Plan,
i-wireless will adhere to Oregon requirements^ provided they are not inconsistent with federal
law.
16. i-wireless meets all requirements for initial designation of Order No. 06-292, as
well as the requirements of subsequently-issued FCC orders, except those identified in Exhibit E.
17. i-wh'eless will comply with all applicable annual ETC reporting requirements
following designation as an ETC.
II. ETP Requirements
18. i-wireless meets all ETP designation requu-ements and is able to comply with the
relevant provisions of OAR Chapter 860, Division 33 upon designation, with the exception of
Docket No. UM 1509 - STIPULATION
Page 5 of 17
APPENDIX A
Page 5 of 32
OKDERNO.
those requirements and provisions for which the Parties have agreed to suppoit waiver requests.
The specific lilies, or rule subsections, that the Parties agree the Commission should waive are
those included in Exhibit E of this Stipulation. The reasons supporting the request for waivers
are set forth in the Exhibit. The Commission is authorized to grant the requested waivers, for
good cause shown, per OAR 860-033-0001(2). The Parties agree good cause exists to support
the waivers in Exhibit E.
19. i-wlreless's proposed service offerings for Lifeline customers m Oregon are
described in Exhibit D of this Stipulation, i-wireless represents that it will pass through to its
Oregon Lifeline customers all funds received from the federal universal service Amd. FoUowing
designation and the start of operations in Oregon, i-wh'eless agrees to advertise Lifeline service
to existmg 1-wu'eless customers who may be eligible for Lifeline.
20. i-wireless will ensure that its Oregon Lifeline customers have the ability in
Oregon to purchase additional minutes for their account from i-wireless. Top up card options are
displayed in Exhibit D. Additional minutes will be available for purchase to Oregon Lifelme
customers at JCroger-based stores, by phone, through customer service, or online through i-
wireless's websites at www.accesswireless.com and www.ki'ogeriwireless.com.
21. For Lifeline services provided at no charge to the customer, i-wkeless, upon
designation, will thereafter submit any proposed reductions in minutes, units or other
material terms of Lifeline service offerings to the Commission at least 90 days prior to the
proposed effective date. Proposed increases in minutes or other material terms of Lifeline
service offerings must be submitted at least ten days before changes become effective. Once
changes become effective, the revised service offerings must be filed in this docket wifhin
ten days.
22. If, in another state, i-wireless offers a Lifeline service offering with more included
minutes or other material terms that exceed what is offered at that time to Oregon customers, i-
wireless will extend such terms for Lifeline service to all Oregon custora.ers. Ifi-wireless creates
a promotional offer for Lifeline service in any other state that includes a Mgher number of free
Docket No. UM 1509 - STIPULATION
Page 6 of 17
APPENDDCA
Page 6 of 32
ORDER NO.
minutes of usage than offered at that time in Oregon, i-wireless will offer that same promotion to
all Oregon consumers. This paragraph does not apply to i-wireless's Lifeline service offerings in
states that provide an additional monthly state subsidy, supplement or benefit that is greater than
the monthly OTAP benefit.
23. For Lifeline services provided at no charge to the customer, i-wireless, upon
designation, will thereafter notify existing customers within ten days following an increase
in the minutes, units, or other material terms of Lifeline service offerings and permit
existmg customers to immediately subscribe to the increased service offering if the increase
is not automatically applied to all customers. Staff or CUB may request a re-evalualion of
the OTAP-supported component of the Access Wireless Oregon Lifeline 500-mmute plan if
market conditions result in increased free minutes offered by other ETCs. Any such request
for re-evaluation may be made no earlier than one year from designation.
. 24. i-wireless will continue to remit the RSPF surcharge to the Commission on behalf
of all its Oregon customers, including Oregon Lifeline customers, but reserves the right to cease
RSPF surcharge payments should the law change to no longer require such remittance.
25. i-wireless will comply with Oregon's 9"1"1 emergency reporting system tax
requirements, currently set forth in Oregon Revised Statutes ("ORS") 403.200 to ORS 403.230.
i-wireless will remit the 9-1-1 Emergency Communications tax on behalf of all its OTAP and
Lifeline customers, but reserves the right to cease 9-1-1 tax payments should the law change to
no longer require such remittance.
26. The Parties agree that upon Commission designation, but prior to advertising and
offering Oregon Lifeline supported services to any individual in Oregon, i-wireless must meet
the following conditions:
(a) i-wireless must demonstrate operational readiness and the ability to fulfill all
reporting requirements of this Stipulation to Staffs satisfaction. Staff may request
that 1-wireless either host a Staff site visit at i-wlreless's contact and fulfillment
centers or remotely demonstrate to Staff how its respective databases and systems
Docket No. UM 1509 - STIPULATION
Page 7 of 17
APPENDIX A
Page 7 of 32
ORDER NO.
are synchronized to capture, produce, and generate the required data for all reports
outlined in the Stipulation, i-wireless will further demonstrate how their databases
and systems will enable i-wireless to fulfill the requirements of this Stipulation.
(b) If at any tune Staff reasonably believes that i-wireless's databases or systems are
not operating effectively in Oregon, Staff may temporarily suspend processing new
applications in order to confer with i-wireless and address i-wit'eless's operational
issues. If the operational issue does not negatively affect the operation of OPUC
databases. Staff will first provide notice to i-wh'eless whereupon i-wireless shall
have a reasonable opportunity to cure before a suspension takes effect.
27. The Parties agree that when i-wireless begins operating in Oregon, each customer
applying for Oregon Lifeline supported service provided by i-witeless may complete and submit
the Commission-approved Oregon Lifeline application directly to i-wireless. The application
must include a listing of all plan offerings and net price for each plan for the consumer, i-
wireless acknowledges that in receiving Oregon Lifeline applications, it will comply with the
Commission's technical, operational, reporting and functional requirements for the
Commission's automated process for Oregon Lifeline. After i-wireless transmits an application
to the Commission, Staff will perform all initial and ongoing (i,e., recertiflcation) eligibility
verification functions, including duplicate checks. i-wireless will require the Lifeline applicant
to complete the Company's one-per-household worksheet when the Company Identifies that
other Lifeline customers are residing at the applicant's residential address. i-wireless will also
refer the Lifcliuc applicant to llie Conmussion for resolution if the Company identifies that the
applicant is part of a potential inter-company household duplicate.
28. The Parties agree fhat Staff may require each customer applying for Oregon
Lifeline service provided by i-wu-eiess to complete and submit the Oregon Lifeline application
directly to the Commission as necessary for operational efficiency.
29. The Parties agree that when Staff notifies i-wireless of a customer who is no
longer eligible or wishes to de-em'oll from the Oregon Lifeline program, i-wireless will, within
Docket No, UM 1509 - STIPULATION
Page 8 of 17
APPENDIX A
Page 8 of 32
ORDER NO.TTTT
five (5) business days, de-enroll the customer &om the Oregon Lifeline program, i-wu'eless will
thereafter not request OTAP or federal Lifeline reimbursement for that customer.
30, Upon designation as an ETC and ETP, i-wireless agrees that it will not contact
any errrolled customer to verify that the customer still qualifies for Oregon Lifeline services
unless the parties agree in a particular circumstance that i-wireless may contact a customer in
order to ask the customer to contact the Commission for recertificatlon.
31. Upon designation, i-wireless acknowledges and agrees it shall comply with OAR
860-033-0110, and any other applicable OARs related to advertising, marketing and outreach.
i-wireless agrees to discuss and address any concerns Staff may have with respect to any
advertising and marketing materials submitted to Staff and to work in good faith to resolve such
concerns.
32. i-wireless agrees to the following with respect to the use of thu'd party
representatives following designation as an ETC and ETP by the Commission:
(a) i-wireless is responsible for any act, omission, or failure to comply with OTAP and
Lifeline rules committed by an agent, contractor, subcontractor, representative of or
employee of i-wireless acting within the scope of the person s employment, i"
wireless does not currently provide or allow a representative (including any agent,
contractor, or subcontractor) to receive any commission, bonus, or other incentive
payment based upon the submission of an Oregon Lifeline application; rather, such
incentives are currently based upon the successful enrollment of an Oregon customer
in the Oregon Lifeline program. i-wireless agrees to notify Staff thirty (30) days prior
to any change in its compensation practices described above, and to work in good
faith to address Staffs concerns, if any.
(b) Neither i-wireless nor its representatives, including agents, contractors, and
subcontractors, may sign an application on behalf of a customer.
Nothing in this section is intended to limit a consumer's ability to request accommodation under the federal
Americans with Disabilities Act, as amended, while completing an application.
Docket No. UM 1509 - STIPULATION
Page 9 of 17
APPENDIX A
Page 9 of 32
^•"! ^' ,^
ORDER NO.
(c) If i-wh'eless transmi-ts a customer's OTAP or Lifeline application or any
representative transmits the application on behalf of i-wireless, i-wireless must
provide the customer with the following:
i. Electronic and/or hard copy of the Oregon Lifeline application, and the option to
receive a printed copy of the completed application by mail;
ii. Confirmation verifying that the Oregon Lifeline application was transmitted with
the date of the transmission;
iii. Name of the representative who transmitted the Oregon Lifeline application, and
the location where the customer received assistance;
iv. i-wireless's service brand, mailing address, customer service phone number, e-
mail address, and web address.
(d) i-wireless will ensure that a customer's personal information as defined in ORS
646A.602 is not stored or accessible to unauthorized users on a mobile computing
device, including, but not limited to tablets, phones, laptops, and PDAs that are used
by i-wireless or its representatives in the transmission of the customer's OTAP or
Lifeline application.
(e) i-wireless will provide written notice to the RSPF Section of the Commission of the
dates and general locations of promotional events at temporary locations conducted
by i-wireless or on its behalf by any agent, contractor, or subcontractor to promote
em'ollment in the Oregon Lifeline program at least five business days prior to the
event. The initial notice may be corrected up to the date of the event if there are any
changes in location or dates.
(f) i-wii'eless will not allow an agent, contractor, subcontractor, or employee acting
within the scope of employment to make contact with putenLial Oregon LlTelme
customers regarding the Oregon Lifeline program prior to receiving training in OTAP
and Lifeline rules, policies and procedures applicable to their duties.
(g) i-wireless will provide Staff, upon designation as an ETC and ETP and with
necessary updates on a quarterly basis, a list of its marketing companies and/or master
distributors that employ agents who represent i-wii-eless during the Lifeline
application process.
Docket No. UM 1509 - STIPULATION
Page 10 of 17
APPENDIX A
Page 10 of 32
ORDER NO.
•33. Upon designation, i-wireless will designate a primary and secondary contact
individual from i-wu'eless for daily communications with Staff regarding Oregon Lifeline
operational, customer service, and reporting issues, i-wireless will provide and update as
necessary the designated personnel s contact information including but not limited to job title, e"
mail address and telephone number to Staff. The designated contacts will be the recipients of
Commission reports and will have the authority to activate or deactivate a customer's handset.
Designated i-wireless contacts will respond to Staff inquiries and requests within two business
days. i-wireless may notify Staff of the need for additional time to formulate a response provided
that it does not exceed five (5) business days.
34. Designated i-wu'eless contacts under paragraph 33 above will participate in
weekly conference calls with Staff to discuss, address, and resolve any Oregon Lifeline
operational or reporting issues. Staff may schedule the conference calls at a time during i"
wireless operational hours with greater or lesser frequency as necessary at any time,
35. i-wn'eless will designate a contact for escalation of compliance or customer
service delivery issues raised by Staff, i-wii'eless will provide and update as necessary the
designated contact's information including but not limited to job title, e-mail address and
telephone number to Staff. This contact will respond to Staff within two business days. i-
wireless may notify Staff of the need for additional time to formulate a response provided that it
does not exceed five (5) business days.
36. The Parties agree that in lieu of the weekly No Match report required by OAR
860-033-0046(4), i-wireless will submit a weekly Order Activity report to Staff. Pursuant to
OAR 860-033-0046(3), i-wireless will report on a weekly basis all Oregon Lifeline customers
who never activated Oregon Lifeline service within 90 days, whose phone service was
disconnected, who contacted i-wireless to voluntarily de-enroll or were de-em'olled for failure to
use the Oregon Lifeline service that i-wii'eless offers at no charge in accordance with i-wireless's
60-day Non-Usage Policy (See page 26 and 27 ofi-wireless's Amended Application), and whose
names, telephone numbers or addresses have changed, i-wireless will list the customer s first
Docket No. UM 1509 - STIPULATION
Page 11 of 17
APPENDIX A
Page 11 of 32
ORDER NO.
and last name, phone number, residential address, and Commission-assigned OTAP
identification number in the Order Activity report. Also, i-wireless customer service
representatives may not change the name on the Oregon Lifelme account to another person. If
the Oregon Lifeline customer changes his or her name, i-wireless will require the customer to
submit official documentation of name change.
37. The Parties agree that i-wireless will submit reports that contain customer
personal identifying information electronically to the Commission using appropriate file transfer
protocols. Otherwise, the Parties may exchange reports and information via secure email,
38. The Parties agree that the service cycle for i-wireless's wkeless service will begin
when the customer activates their handset, i-wlreless acknowledges that it must require
activation by the customer consistent with OAR 860-033-0035(3). i-wlreless will not request
OTAP or Lifeline reimbursement for a customer unless the customer activates theii handset.
39. Upon designation, i-wu'eless agrees to implement in Oregon its "60-day Non-
Usage Policy", which is specified on page 26 and 27 in i-wireless's Amended Application and
comply with applicable federal regulations. i-wireless will also comply with the applicable
federal regulations for "usage" activities as undertaken by the Lifeline customer.
40. Upon designation, i-wireless will provide applicants approved for i-wireless s
Oregon Lifeline service with the option to receive a free handset. All handsets offered will have
immediate E911 functionality. The cost oftlie free handset is borne by i-wireless. No portion of
the handset costs is subsidized either by the federal Universal Service Fund or the -RSPF. i-
wireless will provide one fi'ee phone per year to replace a handset that is reported lost or stolen as
long as the customer is an active i-wireless subscriber approved for Lifeline service.
41, i-wireless agrees that Oregon Lifeline customers will be able to make customer
service calls to i-wireless by dialing "611" or the respective 800 number without deducting any
minutes^ also referred to as "airtime". i-wireless shall ensure that a customer who contacts
customer service can readily report a lost or stolen handset or make a change in service.
Docket No. UM 1509 - STIPULATION
Page 12 of 17
APPENDIX A
Page 12 of 32
ORDER NO.
42. i-wireless agrees that its customer .service representatives may not enroll or
activate the Oregon Lifeline service for any customer who has l)een de-em'olled or reported by i-
wireless as de-enrolled for any reason, unless approved by the Commission.
(a) Upon designation, i-wkeless will submit to Staff for review and approval the b-aining
materials it will provide to i-wireless customer service representatives. The training
material will clearly define Oregon Lifeline policies and procedures and highlight how
Oregon Lifeline differs lErom other states. The training material will include, but is not
limited to, the following:
i. Oregon Lifeline eligibility (e.g., program guidelmes, restrictions, customer
eligibility status, etc.);
ii. Availability of free service in addition to the availability of the OTAP and
Lifeline discounts on i-wireless retail rate plans;
iii. Areas where Oregon Lifeline service is offered by i-wireless;
iv. Handset handling and shipping timeframes;
v. Activation procedures;
vi. Options for purchasing additional minutes; and
vii. Porting phone numbers.
(b) Staff may review and approve materials that i-wireless will include on or in the
handset package to tlie Oregon Lifeline customer or available via a website which can be
accessed by the handset free of charge for Oregon Lifeline customers explaining in plain
language the following:
i. Activation du'ections;
ii. Warranty information. The warranty for refurbished handsets will be 30
days. If new handsets are made available to customers, the handset will
come with a manufacturer offered warranty available to the customer;
iii. Availability of hearing aid compatible handsets;
iv. i-wireless customer service contact information for wireless service
questions and issues, including porting phone numbers and purchasing
minutes;
Docket No. UM 1509 - STIPULATION
Page 13 of 17
APPENDIX A
Page 13 of 32
ORDER NO j :' ~:) i '
v. Instructions if handset is lost or stolen, or if handset malfun.ctions;
vi. Terms and Conditions of Service, including calling 611 and 911; and
vii. Oregon Lifeline Terms and Conditions.
43. Prior to offering Oregon Lifeline service in Oregon, i-wh'eless will list the
Commission's Consumer Services Section's contact information in i-wu'eiess's Terms of Service
for customer complaints, concerns, or disputes, i-wireless will cooperate hi good faith with the
Commission's Consumer Services Section to resolve customer service and acco-unt issues>
including but not limited to timely responding to requests for information (i.e,, within 10
business days).
HI. Special Reports
44. Upon designation as an ETC and ETP and once services are offered in Oregon, i-
wireless agrees to provide quarterly reports to Staff that provide details about i-wireless's
operations in Oregon. A copy of the information tliat i-wireless will provide quarterly to Staff
and CUB is provided as Exhibit F to'this Stipulation.
45. i-wii'eless agrees to provide Staff a copy of Oregon-specific monthly Lifeline
Worksheets (Form 497) that it submits to the Universal Service Administrative Company
("USAC") from which it ciamis or seeks low-income reimbursement or support from the federal
universal service fund. In coujunction with Form 497, i-wireless agrees to report the customers'
names, residential addresses, phone numbers and Commission-assigned OTAP identification
numbers to Staff in an electronic format accessible by the Commission, i-wireless will submit
Form 497 and the corresponding report within three business days from the date that it submits
Form 497 to the USAC. When applicable, i-wireless agrees to provide Staff a revised copy of
Form 497; i-wireless will submit the revised corresponding report to Staff.
46. Upon Commission approval of this Stipulation, i-wireless will be required to file
all information required by the FCC under 47 CFR § 54.401(d). i-wlreless shall provide Staff
with a copy of any certification that its Lifeline plan satisfies the federal criteria within ten (10)
Docket No. UM 1509 - STIPULATION
Page 14 of 17
APPENDIX A
Page 14 of 32
ORDER NO.
business days of receipt.
GENERAL TERMS
47. The Parties agree to support Commission approval of i-wu'eless's request for
initial ETC and ETP designations for the limited purpose of offering Oregon Lifeline services,
consistent with the terms and conditions specified in this Stipulation. The Parties will encourage
the Commission to issue an order approving i-wireless s ETC and ETP Amended Application (as
revised in the Stipulation) and the Stipulation as soon-as possible. This Stipulation will be
offered into the record of tins proceeding as evidence pursuant to OAR 860-001-0350(7). The
Parties agree to support this Stipulation throughout this proceeding and any appeal, and to
provide either witnesses to sponsor testimony or legal representatives to support this Stipulation.
48. The Parties have negotiated this Stipulation as an integrated document. If the
Commission rejects all or any material part of this Stipulation or imposes additional material
conditions in approving the Stipulation and the ETC and ETP Amended Application, any Party
disadvantaged by such action shall have the right to request a hearing and opportunity to submit
additional testimony, and/or in accordance witli OAR 860-001-0720, seek reconsideration or
appeal of the Commission's order. However, prior to taking any such actions, the Party must
engage in good-faith negotiation with the other Parties to this Stipulation.
49. The Parties agree that this Stipulation represents compromises in the positions of
the Parties. As such, conduct, statements and documents disclosed in the negotiation of this
Stipulation shall not be admissible as evidence in this or any other proceeding, unless
independently discoverable or offered for the purposes allowed under ORS 40,190. By entering
into this Stipulation, no Party shall be deemed to have approved, admitted, or consented to the
facts, principles, methods, or theories employed by any other Party in arriving at the terms of this
Stipulation, other than those specifically identified in the body of this Stipulation. No Party shall
be deemed to have agreed that any provision of this Stipulation is appropriate for resolving
issues in any other proceeding, except as expressly identified in the Stipulation.
50. This Stipulation may be executed in counterparts and each signed counterpart
DocketNo. UM 1509 - STIPULATION
Page 15 of 17
APPENDIX A
Page 15 of 32
ORDERNO. i
shall constitute an original document,
This Stipulation is entered into by eacli Party as of the date(s) entered below:
i-wireless, LLC
Docket No. UM 1509 - STIPULATION
Page 16 of 17
By:.
Title: ^'0
Date: <7J\^]^-T^~
Staff of the Public Utility Commission of Oregon
By:__Title:
Date:
Citizens' Utility Board of Oregon
By.
TiOe:
Date;
APPENDIX A
Page 16 of 32
ORDER NO.'
shall constitute an original document.
This Stipulation is entered into by each Party as of the date(s) entered below;
i-wireless, LLC
ByL
Docket No. UM 1509 - STIPULATION
Page 16 of 17
Title:_
Date:
Staff of tlie Public Utility Commission of Oregon
B^: y^^^. ^^/^S^^^Z^
hue: ^fA/^
Date; ^U^^t'^^^ <JQ/S
Citizens' Utility Board of Oregon
By;.
Title:.
Date:
APPENDIX A
Page 17 of 32
-^—-^-
ORDER NO.
shall constitute an original document.
This Stipulation is entered Into by each Party as of the date(s) entered below:
i-wireless, LLC
By:.
Title:.
Date:
Staff of the Public Utility Commission of Oregon
By;.
Titte:.
Date:
Citizens' Utility Board of Oregon
Bv: W^f. //'
Title: €^^ut)l/^ /^^C
D.e: ^-^7-1^
€>^
Docket No. UM 1509 - STIPULATION
Page 16 of 17
APPENDIX A
Pagel8of32
ORDER NO. '' '
Oregon Office of Emergency Management
Title:^^^ (o Ay /f-/ f2,<g^)---5^ ^-^
Date: ^/^ f !^~'
Docket No, UM 1509" STIPULATION
Page 17 of 17
APPENDIX A
Page 19 of 32
ORDER NO.
t-wireless Designated Service
(Excluding Tribal
Area -Zip Code List
Lands)
Zip Code
97002
97005
97006
97007
97008
97009
97010
97011
97013
97014
97015
97018
97019
97020"
97022
97023"
97024
97026
97027"
97030
97031
97032
97034
97035
97036
97039
97040
97045
97050
97051
97053
97054
97055
97056
97058
97060
97062
970G5
97068
97070
97071
97078
97080
97086
97089
97101
97102
City
AURORA
3EAVERTON
UOHA
3EAVERTON
3EAVERTON
BORING
3RIDALVEIL
3RIGHTWOOD.
;AIMBY
:ASCADE LOCKS
:LACKAMAS
:OLUMB1ACITY
:ORBETT
30NALD
:AGLE CREEK
ESTACADA"
:AIRVIEW
3ERVAIS
GLADSTONE
3RESHAM
WD RIVER
^BBARD
AKE OSWEGO
AKE OSWEGO
/1ARYLHURST .
/IORO
/IOS1ER
)REGON CITY
IUFUS
Al NT HELENS
VARREIM
)EER ISLAND
ANDY
CAPPOOSE
HE DALLES
•ROUTDALE
'UALATtN
VASCO
iLADSTOIME
^/[LSONVILLE
VOODBURN
10HA
iRESHAM
IAPPY VALLEY
IAMASCUS
,MITY
,RCH CAPE
County
VlARiON
WASHINGTON
A/ASHINGTON
A/ASHINGTON
A/ASHINGTON
:LACKAMAS
VIULTNOMAH
:LACKAMAS
:LACKAMAS
-^OOD RIVER
:LACKAMAS
:OLUMBlA
^IULTNOMAH
MARION
:LACKAMAS
:LACKAMA5
^IULTNOMAH
^ARIOM
lACKAIVtAS
t/lULTNOMAH
iOOD RIVER
1ACKAMAS
1ACKAMAS
1ACKAMAS
1ACKAMAS -
1HERMAN
VASCO
1ACKAMAS
HERMAN
;OLUMBIA
;OLUMBIA
DLUMBtA
1ACKAMAS
;OLUM81A
VASCO
/IULTNOMAH
VASHINGTON
HERMAN
IACKAMAS
LACKAMAS
/1ARION
WASHINGTON
/IULTNOMAH
LACKAMAS
LACKAMAS
AMHiLL
LATSOP
EXHIBIT A
DOCKET UM 1509
APPENDIX A
Page 20 of 32
ORDER NO.
i-wireless Designated Service Area - Zip Code List
(Excluding Tribal Lands)
EXHIBIT A
DOCKET DM 1509
Zip Code
97103
97106
97107
97110
97111
97112
97113
97114
97115
97116
97117
97118
97119
97121
97123
97124
97127
97128
97130
97131
97132
97133
97135
97136
97137
97138
97140
97141
97143
97145 •
9714G
97147
973.48
97149
97200
97201
97202
97203
97204
97205
9720G
97208
97209
97210
97211
97212
City
\STORIA
3ANKS
iAY CITY
:ANNON BEACH
:ARLTON
;LOVERDALE
:ORNELIUS
)AYTON
)UNDEE
:OREST GROVE
3ALES CREEK
5ARIBALDI
iASTON
^AMMOND
11LLSBORO
tiLLSBORO
AFAYETTE
/1CMINNVILLE
/1ANZANITA
JEHALEM
IEWBERG
IORTH PLAINS
'ACIFICCITY
.OCKAWAY BEACH
AINT PAUL
EASIDE
HERWOOD
ILLAMOOK
IETARTS
OLOVANA PARK
t/ARRENTON
WHEELER
AMHILL
;ESKOW1N
ORTLAND
ORTLAND
ORTLAND
ORTLAND
ORTLAND
ORTLAND
ORTLAND
DRTLAND
ORTLAND
ORTLAND
3RTLAND
3RTLAND
County
:LATSOP
WASHINGTON
HLLAMOOK
:LATSOP
i^AMHILL
HLLAMOOK
A/ASH1NGTON
^AM HILL
Wl HILL
ft/ASHiNGTON
/VASHINGTON
-ILLAMOOK
WASHINGTON
:LATSOP
VASH1NGTON
VASHINGTON
'AM HILL
'AM HILL
•ILLAMOOK
ULAMOOK
'AM HILL
VA5HINGTON
•ILLAMOOK
•ILLAMOOK
/IARION
1ATSOP
VASHfNGTON
ILLAMOOK
ILLAMOOK
1ATSOP
1ATSOP
ILLAMOOK
AMHILL
ILLAMOOK
/1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
1ULTNOMAH
lULTNOMAH
1ULTNOMAH
APPENDIX A
Page 21 of 32
ORDER NO';
i-wireless Designated Service Area - Zip Code list
(Excluding Tribal Lands)
EXHIBIT A
DOCKET UM 1509
Zip Code
97213
97214
97215
97216
97217
97218
97219
97220
97221
97222
97223
97224
97225
97227
97229
97230
97231
97232
97233
97236
97238
97239
97240
97266
97267
97301
97302
97303
97304
97305
97306
97317
97321
97322
97325
97327
97330
97331
97333
97336
97338 •
97341
97348
97351
97352
97355
City
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
PORTLAND
FIGARD
FIGARD
PORTLAND
PORTLAND
30RTLAND
30RTLAND
PORTLAND
30RTLAND
30RTLAND
30RTLAND
PORTLAND
30RTLAND
30RTLAND
30RTLAND
30RTLAND
iALEM
iALEM
(EIZER
iALEM
iALEM
iALEM
iALEM
\LBANY
\LBANY
UJMSVILLE
1ROWNSVILLE
:ORVALL1S
:ORVALUS
;ORVALL1S
:RAWFORD5VILLE
3ALLAS
)EPOE BAY
^ALSEY
NDEPENDENCE
EFFERSON
.EBANON
County
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
MULTNOMAH
:LACKAMAS
A/ASHiNGTON
i/VASHINGTON
A/ASHINGTON
V1ULTNOMAH
A/ASHINGTON
VIULTNOMAH
VIULTNOMAH
VIULTNOMAH
S/IULTNOMAH
\/)ULTNOMAH
^ULTNOMAH
^ULTNOMAH
^ULTNOMAH
^ULTNOMAH
:LACJ(AMAS
MARION
MARION
MARION
'OLK
MARION
V1ARION
MARION
JNN
.INN
MARION
-INN
1ENTON
1ENTON
1ENTON
.INN
'OLK
.INCOLN
-INN
'OLK
MARION
.INN
APPENDDC A
Page 22 of 32
ORDER NO. ; ' '
i-wireless Designated Service Afea -Zip Code List
(Excluding Tribal Lands)
EXHIBIT A
DOCKET UM 1509
Zip Code
97361
97362
97364
973G5
97366
97367
97368
97369
97370
97371
97373
97374
97375
97376
97377
97381
97383
97385
97386
97388
97389
97391
97392
97394
97401
97402
97403
97404
97405
97408
97409
97411
97419
97420
97423
97424
97426
97431
97432
97435
97437
97438
97439
97441
97444
97446
City
VIONMOUTH
\/IOUNT ANGEL
MEOTSU
NEWPORT
SOUTH BEACH
JNCOLN CITY
3TIS
3TTER ROCK
'HILOMATH
tlCKREALL
;AINT BENEDICT
1CIO
ICOTTS MILLS
;EAL ROCK
;HEDD
1LVERTON
TAYTON
UBLIM1TY
WEETHOME
3LENEDEN BEACH
AN GENT
OLEDO
URNER
^/ALDPORT
UGENE
UGENE
UGENE
UGENE
UGENE
UGEIME
LVADORE
ANDON
HESHIRE
OOS BAY
OQUILLE
OTTAGE GROVE
RESWELL
EXTER
I LIAR D
RAIN
LM IRA
ML CREEK
.ORENCE
ARDINER
OLD BEACH
ARRISBURG
County
30LK
VIARfON
-INCOLN
JNCOLN
JNCOLN
-INCOLN
.INCOLN
-INCOLN
iENTON
'OLK
MARION
,INN .
/IARION
.INCOLN
.INN
/1ARION
/1ARION
/IARION
[NN
INCOLN
!NN
iNCOLN
/IARION
INCOLN
ANE
ANE
ANE
ANE
ANE
AN E
AN E
003
AN E
oos
oos
\HEwi\NE
OUGLAS
OUGLAS
\NE
\NE
\NE
OUGLAS
URRY
NN
APPENDIX A
Page 23 of 32
ORDER NO. f ^
1-wirdess Designated Service Area - Zip Code List
(Excluding Tribal Lands)
~\ "'I
Zip Code
97448
97450
97452 .
97455
97456
97458
97459
'97461
97462
97465
97470
97471
97475
97477
97478
97479
97487
97494
97495
97497
97499
97501
97502
97504
97525
97526
97527
97532
97533
97535
97539
97540
97701
97702
97707
97734
97739
97753
97754
97756
97760
97810
97812
97813
97818
97826
City
IUNCTION CITY
.ANGLO IS
.OWE LL
PEASANT HILL
\/10NROE
MYRTLE POINT
^lORTH BEND
MOT!
3AKLAND
10RTORFORD
IOSEBURG
tOSEBURG
3ATEWAY POSTAL-5PR1NGFIELD
SPRINGFIELD
iPRIIMGFIELD
;UTHERUN
/ENETA
ft/ILBUR
/VJNCHESTER
A/OLF CREEK
'ONCALLA
BEDFORD
;ENTRALPOINT
BEDFORD
30LD HILL
GRANTS PASS
3 RANTS PASS
/IERLIN
/IURPHY
'HOENIX
,HADY COVE
•ALE NT
tEND
tEND
•END
DLVER
A PINE
•OWELL BUTTE
'RINEVILLE
^EDMOND
•ERREBONNE
tDAMS
ARLINGTON
tTHENA
lOARDMAN
CHO
County
LANE
CURRY
LANE
-AN E
3ENTON .
:oos
:oos
.AN E
DOUGLAS
:URRY
30 UG LAS
30 UG LAS
.AN E
.AN E
-AN E
X)UGLAS
.ANE
DOUGLAS
30 UG LAS
OSEPHINE
30UGLAS
ACKSON
ACKSON
ACKSON
ACKSON
OSEPHINE
OSEPHINE
OSEPHINE
OSEPHINE
ACKSON
ACKSON
ACKSON
)ESCHUTES
)ESCHUTES
)ESCHUTES
EFFERSON
)ESCHUTES
;ROOK
;ROOK
)ESCHUTES
)ESCHUTES
JMATILLA
31LLIAM
JMAT1LLA
/10RROW
JMATILLA
EXHIBIT A
DOCKET UM 1509
APPENDIX A
Page 24 of 32
ORDER NO.
i-wireless Designated Service Area - Zip Code List
(Excluding Tribal Lands)
EXHIBIT A
DOCKET UM 1509
Zip Code
9783S
97844
97850
97862
97875
97882
97886
97913
97914
City
HERMISTON
IRRIGON
LAGRANDE
MILTON FREEWATEK
STAN FIELD
UMATILLA
WESTON
NYSSA
ONTARIO
County
UMATILLA
MORROW
UNION
UMATILLA
UMATILLA
UMATILLA
UMATILLA
MALHEUR
MALHEUR
APPENDIX A
Page 25 of 32
ORDER NO.
EXHIBIT B: Designated Service Area
lastie Rock
sngvlewKalama
^jn-^eig-rt imnaha^Ehterprii
tGove °,^^^""" Joseph/
Union ^ . /PineOxbow^Ridge
lletoifl
Morean ~ rStJmIE G 0 N1
^ ... condon }>.„.'Fossil. ~ ~" fUkial
StilA MontlmBnlo fe (3ra""®i Halfway /ouncil
AgateBeacWaldpoi
Riverside
T A T ECrescent^bui^—o-/1^"Tok^lee
i3S^re8n , Fa)ls f summer &.DaysCreeR?R&dy.
iiloqulh Paisle/\ ( ,^^^atty""") ^ ji
SumsJunction
.Basque
/s^a Matln Lake5i5%ifl>w:piii:eTeekBrookingi
C^unl'cSl^S^^-l-_/~' yemlrS^ £'av'?/SrtB^vl4o^e^. ?CDem)itt
i-wireless Designated Service Area
APPENDDC A
Page 26 of 32
ORDERNO.' ii'S 5 -
i-wireless Coverage EXHIBIT C
This map indicates areas of coverage with minimal signal strength of-99 decibel mHKwatts (dBm)DOCKET UM 1509
APPENDIX A
Page 27 of 32
ORDER NO.
Exhibit D-Rate Plans
Plan Minutes
Text
Data
Additional Alrtlme
Access Wireless
Oregon Lifeline Plan
500 (non-rollover)
Unlimited
• n/a
Available with purchase of Top Up Card
1-wireless Retail Plans*
Unlimited Talk & Text I
Unlimited
UnlimitedSOOMB
n/a
Unlimited Talk,
Text, & 2GB
Data
Unlimited
Unlimited
2.06 B
n/a
Unlimited Talk,
Text, & 3GB
Data
Unlimited
Unlimited
3.0GB
n/a
Free Handset
Local Calls
Nationwide Long Distance
Voicemail, Caller ID, Call Waiting
Free 911
Free 611
Balance Inquiries
Rollover Allowed
Text Included
Data Allowance
Participation In Kroger Free
Minute Loyalty Pragram
x
X
x
x
x
.X
x
x
X
X
y,
x
x
X
x
x
x
x
x
x
x
x
x
x
x
x
X
x
x
x
X
x
x
X
x
x
X
X .X
x
X
X
x
Retail Price
Federal Subsidy
OTAP Subsidy
Company Credit
Lifeline Consumer Price
_$_I:
1.
n/a
9.25
3,50
~Jo_
.$_I:I:
$_
T_
35.00
9.25
3.50
22,25
$I:$I:1:
50.00
9.25
3,50
5.75
31,50
1.I:I:
I.$
75.00
9,25
3,50
5.75
56.50
The $10/100 Mln & $25/250 Min Retail Plans arc not approved for Llfeline/OTAP discounts [n OR.
For currently available retail plans, see ww^.krogeriwlrelfiss.com
ACCESS WIRELESS TOP UP CARDS**
Purchased Minutes
Text
Data
Picture Mail
$5 Card
iOO
n/a
0
0
$10 Card
150
n/a
100 MB
25
$25 Card
300
$35 Card
Unlimited
$50 Card
Unlimited
n/a
500 MB ,
50
500MB
100
2G8
100
'*Top Up Card Is valid for 30 days from the date the alrtfme card Is applied to account for all cards with the exception of$S card, which Is valid for 10 days from
date applied.
APPENDIX A
Page 28 of 32
ORDERNO. ' '
Exhibit E - Waivers
Rules and Requirements that the Parties Request the Commission Waive
The Parties agree that granting i-wireless waivers of the following rules and requirements for
ETC designation is appropriate and in the public interest.
WaiYer_ofInitial Application Reouirements.
1. Partial waiver of Commission Order No* 06-292, Initial Application Requirements
3.1.1 and 3.1,2.
Commission Order No. 06-292, Initial Application Requirements 3.1.1 and 3.1.2 require
identification of applicant's licensed area boundaries and a description of applicant's
service territory by reference to ILEC wire centers. As a non-facilities-based reseller, 1"
wu^eless does not own cellular licenses and therefore cannot identify such areas on a map.
In addition, the Parties agree that i-wh'eless* service territory will be identified based on
zip codes rather than ILEC wire centers. Therefore, in lieu of the map required by
Application Requirement 3.1.1, i-wlreless provides a map in Exhibit B to the Stipulation
showing the zip codes included in the service territory. In lieu of the list ofILEC wire
centers required by Application Requirement 3.1.2, i-wireless provides a list of zip codes
for which it seeks designation as an ETC in Exhibit A to the Stipulation.
2. Partial waiver of Order No. 06-292, Initial Application Requirement 4.2.
Commission Order No. 06-292, Initial Application Requirement 4.2, sets out
requirements with regard to mappiug signal strength, i-wireless provides as Exhibit C to
the Stipulation a coverage map indicating minimum signal strength of-99 dBm, which it
believes satisfies Requirement 4,2, i-wireless requests a waiver of the requirement to the
extent that more detailed or variable signal strength mapping is required. As a reseller of
Sprint wireless service, i-wireless does not have access to more detailed information.
RSPF Rules
3. OAR86(M)33-0005(7)(a)
Waiver of the requirement in OAR 860-033-0005(7)(a) to the extent it requires i-wireless
to offer services using its own facilities. The FCC has granted i-wireless forbearance
from the companion federal requirement and approved its compliance plan.
4. OAR860-033-0006(3)(b)
Waiver of OAR 860-033-0006(3)(b) to the extent that it would require i-wireless to
collect the Residential Service Protection Fund ("RSPF") surcharge from its Lifeline or
non-Lifeline customers, i-wireless will remit the RSPF surcharge on behalf of all of its
Oregon customers. As a prepaid service provider, it does not issue invoices. Also, its
Lifeline plan requires no financial contribution from customers.
5. OAR860-033-0006(3)(c)
Waiver of OAR 860-033-0006(3)(c) to the extent that it would require i-wireless to
identify the RSPF surcharge on each customer's bill. As discussed above, i-wii'eless is a
Stipulation Exhibit E
Docket No, UM 1509
Page 1 of 2
APPENDIX A
Page 29 of 32
ORDERNO. |: :-> ,:. ' .
Exhibit E - Waivers
prepai^ wireless service provider and therefore does not issue bills to its Lifeline
customers,
6. OAR 860-033-0010(2)
Partial waiver of the requirement that an ETP must offer OTAP discounts on all service
offerings that include basic telephone service. Exhibit D to fhe Stipulation contains the
Company's Lifeline service offerings. The Pailies have agreed that i-wireless will not
offer the OTAP discount on the (I100 Minute with 50MB Data retail plan or on the 250
Minute Talk with Unlimited Text and 250MB Data" retail plan; These plans are
excluded because they offer fewer minutes for voice (the supported service) than the 500
Free Minutes Plan.
7. OAR 860-033-0046(4).
Waiver of the weekly No Match report required by OAR 860-033-0046(4). The Parties
agree that in lieu of the weekly No Match report, i-wireless will submit a weeldy Order
Activity report to Staff in an electronic format accessible by the Commission. The No
Match report is unnecessary because i-wireless will provide the same information in the
Order Activity report described in paragraph 36 offhe Stipulation.
Stipulation Exhibit E
Docket No. UM 1509
Page 2 of 2
APPENDIX A
Page 30 of 32
ORDER NO.
Exhibit F - Quarterly Report
QUARTERLY REPORT-OREGON LIFELINE
Due by end of first month following end of quarter
1 Non-usage: Customers de-enrolled for non-usage
Month 1 Month 2 Month 3
~iS-
2 Free Handsets
a. 1. Lost/stolen handsets
2. Lost/stolen handsets replaced
b. 1. Customers reporting they did not receive
free handset
2. Replacement handsets sent
c. 1. Defective handsets reported
2. Replacement handsets sent
d. 1. Intentionally left blank
2. Intentionally left blank
Sif-''3
4
Ml Handsets
). Customer requests to unlock handset
). Unlocking requests denied
,^S-:^^^^?^;^^^V^^^^£'^
;overage Issues
I, Lifeline customer requests denied due to lack of
coverage (list associated home addresses)
>, Lifeline customers that cancelled service due to
coverage issues (list associated home addresses)
ri^
5 :ustomer Complaints or Problems*
!. Wireless coverage or reception
L First month's free minutes
. Subsequent month's free minutes
. Add-on or top-up options
•f%L^^o^ac%c9^^M^^^^l^^'^^^^^^^^^^?^^?^t^E^lc^o^i^^ti^^^^^^ro^^and:ai^^6 ;ustomer Service Center
. Avg. no. of seconds to reach representative (after
recording)
. Calls from current Oregon Lifeline customers
Inquiries from Oregon non-lifeline customers
regarding Lifeline
. Requests to change Lifeline calling plans
;flL-'.
7 umber of non-LIfeline custoiners In Oregon
Stipulation Exhibit F - Docket No. UM 1509
Page 1 of 2
APPENDIX A
Page 31 of 32
ORDER NO.
Exhibit F - Quarterly Report
QUARTERLY REPORT-OREGON LIFELINE
Due by end of first month following end of quarter
Complete for each of three months in quarter
Usage Characteristics Report- lifeline Plans
1
2
3
4
5
6
7
8
9
10
No. of total active subscribers
No, of subscribers that
depleted all free minutes by
month 5 end
No. of subscribers that
depleted al! free minutes
within first 15 days of the
month
Percentage of free units used
for voice calls (customer
average)
percentage of free units used
for texts (customer average)
Percentage of free minutes
used for international calls
(customer average)
Number of customers who
purchased additional voice
units
Average number of additional
minutes purchased (for
customers that purchased
voice units)
Number of customers who
purchased data-only cards
Number of customers who
purchased text add-ons
Plan A Plan B PlanC
Stipulation Exhibit F - Docket No. UM 1509
Page 2 of 2
APPENDIX A
Page 32 of 32