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Oregon

2004

Interim Transition Adjustment Mechanism Adopted
In the Matter of the Public Utility Commission of Oregon Investigation into Direct Access Issues for Industrial and Commercial Customers Under SB 1149
Case No. UM 1081
September 14, 2004
Approximately 15 Pages
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Order
In the Matter of the Investigation of Oregon Universal Service
Case No. UM 731
August 6, 2004
Approximately 6 Pages
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Order
In the Matter of the Investigation of Oregon Universal Service
Case No. UM 731
August 6, 2004
Approximately 6 Pages
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Order
In the Matter of U.S. West Telecommunications, Inc. Application for an Order Transferring Right to Exclusively Served Territory, Fairway Downs, Oregon City, to Beaver Creek Telephone Company.
Case No. UA 55
April 27, 2004
Approximately 20 Pages
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Order
In the Matter of Southern Oregon Extended Area Service Region Investigation to determing whether a Southern Oregon EAS region should be established
Case No. UM 1061
April 15, 2004
Approximately 8 Pages
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Order
In the Matter of Staff of the Public Utility Commission of Oregon Complaint against Qwest Corporation for Violation of Statutory Service Quality Standards between January and December 2003.
Case No. UM 1133
March 22, 2004
Approximately 10 Pages
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2003

Revised Modified Protective Order
In the Matter of Oregon Telecom, Inc. and United Communications, Inc. dba Unicom, Petition Regarding Access to Unbundled Local Switching to Serve Enterprise Market Customers.
Case No. UM 1110
November 10, 2003
Approximately 14 Pages
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Order
In the Matter of Qwest Corporation's Petition to Exempt from Regulation Qwest's IntraLATA Toll Service, Operator Service Charges, and 800 Service Line Option.
Case No. UX 28
October 16, 2003
Approximately 19 Pages
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Order
In the Matter of the Investigation of Universal Service in the State of Oregon.
Case No. UM 731
October 2, 2003
Approximately 6 Pages
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Standard Protective Order
In the Matter of Oregon Telecom, Inc. and United Communications, Inc. dba Unicom, Petition Regarding Access to Unbundled Local Switching to Serve Enterprise Market Customers.
Case No. UM 1110
September 30, 2003
Approximately 9 Pages
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Standard Protective Order
In The Matter Of The Investigation To Determine, Pursuant To Order Of The Federal Communications Commission, Whether Impairment Exists In Particular Markets If Local Circuit Switching For Mass Market Customers Is No Longer Available As An Unbundled Network Element.
Case No. UM 1110
September 18, 2003
Approximately 9 Pages
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Order
In The Matter Of The Investigation To Determine, Pursuant To Order Of The Federal Communications Commission, Whether Impairment Exists In Particular Markets If Local Circuit Switching For Mass Market Customers Is No Longer Available As An Unbundled Network Element.
Case No. UM 1110
August 21, 2003
Approximately 7 Pages
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Order
In the Matter of the Investigation into Expansion of the Oregon Universal Service Fund to Include the Service Areas of Rural Telecommunications Carriers.
Case No. UM 1017
February 3, 2003
Approximately 8 Pages
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2001

Order
In the Matter of Ascertaining the Unbundled Network Elements that must be Provided by Incumbent Local Exchange Carriers to Requesting Telecommunications Carriers Pursuant to 47 C.F.R. §51.319.
Order No. 01-1106
December 26, 2001
Approximately 33 Pages
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Order
In the Matter of the Application of Qwest Corporation for an Increase in Revenues.
Order No. 01-810
September 14, 2001
Approximately 65 Pages
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Order
In the Matter of Qwest Corporation's Plan to Improve Their Business Office Access Performance.
Order No. 01-689
August 1, 2001
Approximately 3 Pages
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2000

Phase IV Order
In the Matter of the Investigation of Universal Service in the State of Oregon
Docket No. UM 731
December 1, 2000
Approximately 35 Pages

Phase I of the Oregon Universal Service (OUS) program was completed in October, 1995. Phase II saw its conclusion in March, 1998. Phase III, which dealt with OUS administrative issues, was resolved in March, 1999. In this most recent Phase IV order, the Public Utility Commission of Oregon (Commission) adopted a cost proxy model, established input values to the model, established a benchmark for basic telephone service, set the size of the OUS fund, selected a mechanism for ascertaining high-cost areas, and resolved many other issues necessary to get the OUS program operational. This order was issued in compliance with legislative bill SB 622 which directed to Commission to create a competitively neutral and nondiscriminatory universal service fund.

In this proceeding, the parties involved supported several cost models and urged the Commission to adopt their favorite model. While AT&T and MCI, for example, supported the Hatfield Model, Staff supported a modified version of the FCC's Synthesis Model (FCC-SM).

Estimates of the costs to provide basic telephone service presented by USWC and GTE were significantly higher than cost estimates presented by AT&T and MCI. Staff’s cost estimates lied between the high and low estimates provided by those parties.

After receiving these recommendations, the Commission reached a conclusion on 14 universal service-related issues. The Commission found that a forward-looking economic cost model was the most appropriate for use and specifically settled on the FCC's synthesis model with Staff-recommended changes. It set an approximate cost of $21.00 per line per month as a reasonable estimate for the non-rural carriers involved in this proceeding. It elected to set the support area at the ILEC wire center level. It found that wire centers were geographically distinct, and allowed a reasonable deaveraging of study area costs by urban, suburban, and rural communities. And, among other conclusions, the Commission agreed with USWC, GTE, OECA, and Staff that the OUS Program should support all residential and business basic local exchange lines.

The Commission established a process by which it could review the cost model used in order to make the OUS program as fair, competitively neutral, nondiscriminatory, and reasonable as possible.

This order is only one of many initiatives designed to encourage the development of a fair and competitive industry that provides telecommunications services at reasonable and affordable rates. This order focuses on support for high-cost areas and is organized around the issues specified for determination in this phase of the proceeding by the parties and the presiding Administrative Law Judge.
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Order
In the Matter of the Revised Tariff Sheets Filed by Qwest Corporation, Formerly Known as US West Communications, Inc., for Telecommunications Service. Advice No. 1808.
Order No. 00-481
August 30, 2000
Approximately 16 Pages
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Order Adopting Policies and Decisions
In the Matter of the Investigation of Universal Service in the State of Oregon.
Docket No. UM 731 Phase IV
June 16, 2000
Approximately 34 Pages
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Order Suspending Tariff Filings
In the Matter of the Collocation Service Tariff Filed by GTE Northwest Inc., Advice No. 675.
Docket No. UT 150
June 2, 2000
Approximately 4 Pages
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Order
In the Matter of a Rulemaking to Define Basic Telephone Service as Required by Chapter 1093, Laws of 1999 (SB 622).
Docket No. AR 368
May 19, 2000
Approximately 11 pages
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Order No. 00-190
In the Matter of the Application of U S WEST Communications, Inc., for an Increase in Revenues
Disposition: Stipulation Adopted; Order No. 96-107 Modified; Order Nos. 96-183, 96-286, and 97-171 Rescinded
Case No. UT 125/UT 80
Entered April 14, 2000
Approximately 2 Pages

This docket began in December 1995, when U S WEST Communications, Inc., (USWC) submitted its general rate filing with the Commission pursuant to the terms of the Alternative Form of Regulation (AFOR) adopted by the Commission in 1991. By Order No. 97-171, the Commission rejected USWC's requested increase and instead ordered a revenue reduction of $97.4 million and a refund of $102 million, retroactive to May 1, 1996. At present, USWC's ratepayers have received no refund, although the Commission ordered one nearly three years ago. On August 5, 1999, Staff and USWC reached a settlement in principle. They drafted a Stipulation that was executed on September 9, 1999.

The Stipulation consisted of three parts: (A.) An agreement on procedures to implement the Stipulation; (B.) A description of and procedures for distributing the refund; and (C.) A description of and procedures for implementing a temporary bill credit pending implementation of a final rate design in UT 125.
The Commission chose to approve the document because it allowed the Commission to lay the foundation for a much needed rate case, the first since 1990, it sought to improve service quality by allowing U S West to add new plant to its rate base, and it gave consumers a refund of $53 million through rate reductions in various telecommunications services.
In addition, the Order approved changes to previous orders dealing with the regulation of cost of capital, directory revenues, and the refund interest rate (8.77%) among others.
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Order opening an Investigation into Geographic Rate Deaveraging for UNE's
In the Matter of an Investigation of Geographic Rate Deaveraging for Unbundled Network Elements (UNEs).
Docket No. UM 963
January 6, 2000
Approximately 2 Pages
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Order Granting US West's Petition to Exempt DS3 Service from Regulation, with Conditions
In the Matter of the Petition of U S WEST Communications, Inc., to Exempt from Regulation U S WEST's DS3 Service.
Docket No. UX 21
January 3, 2000
Approximately 5 Pages
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1999

Order Disposition: Tariff Adopted as Filed
In the Matter of the Investigation into Centrex-Related Issues
Docket No. UM 909/UT 147
December 12, 1999
Approximately 8 Pages
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Order Disposition: Order of Rulemaking Adopted
In the Matter of a Rulemaking to Amend OAR Chapter 860, Divisions 012, 032, and 034 to Adopt Rules to Implement HB 2578, PUC Fees Due from Telecommunications Utilities and Competitive Telecommunications Providers
Docket No. AR 362
November 30, 1999
Approximately 13 Pages
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Order Disposition: Investigation Opened
In the Matter of an Investigation into the Conservation of Number Resources
Docket No. UM 953
November 24, 1999
Approximately 1 Page
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Order Disposition: Administration Issues Resolved
In the Matter of the Investigation of Universal Service in the State of Oregon
Docket No. UM 731 Phase III
March 11, 1999
Approximately 14 Pages
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Arbitrator's Decision
In the Matter of the Petition of Electric Lightwave, Inc., for Arbitration of Interconnection Rates, Terms, and Conditions with GTE Northwest Incorporated, Pursuant to the Telecommunications Act of 1996.
Docket No. ARB 91
February 12, 1999
Approximately 10 Pages
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Order Disposition: Agreement Adopted
In the Matter of an Investigation into the Service Quality of US WEST Communications, Inc., Pursuant to ORS 756.515
Docket No. UM 867
January 5, 1999
Approximately 2 Pages
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1998

Order
In the Matter of the Investigation into Compliance Tariffs filed by USWEST and GTE Northwest
Docket No. UT 138/UT 139
November 13, 1998
Approximately 72 Pagers
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Order Disposition: Reconsideration Issues Resolved
In the Matter of the Investigation of Universal Service in the State of Oregon
Docket No. UM 731 phase II
October 14, 1998
Approximately 4 Pages
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Order Adopting Amendment and Stipulation
In the Matter of an Investigation into the Revenue Requirements and Rates for Service of GTE Northwest Incorporated, Pursuant to ORS 756.515.
Docket No. UT 141
September 28, 1998
Approximately 6 Pages
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Order Authorizing Depreciation Rates
In the Matter of the Petition of GTE Northwest Inc., to Determine Appropriate Rates of Depreciation for Several Classes of its Depreciable Property.
Docket No. UM 840
April 13, 1998
Approximately 6 Pages
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Order
In the Matter of the Investigation of Universal Service in the State of Oregon.
Order No. 98-094
March 13, 1998
Approximately 10 Pages
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Order Adopting Proposed Amendments and Rules
In the Matter of Amendments to Rules Using the Term "Telecommunications Utility," OAR 860-027-0070(2), 860-032-0005(10), and 860-032-0100(1) and (2).
Docket No. AR 330
and
In the Matter of a Rule to Define Joint and Through Services under ORS 759.220.
Docket No. AR 331
February 19, 1998
Approximately 12 Pages
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Order
In the Matter of an Investigation into Universal Service Requirements for Rural Health Care Providers.
Docket No. UM 838
January 9, 1998
Approximately 6 Pages
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1997

Order
In the Matter of an Investigation into Universal Service Requirements for Education Providers (K-12 Schools and Libraries).
Docket No. UM 837
December 2, 1997
Approximately 8 Pages
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Order
In the Matter of an Investigation into the Service Quality of U S WEST Communications, Inc., Pursuant to ORS 756.515.
Docket No. UM 867
October 27, 1997
Approximately 2 Pages
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Order Adopting Preapplication Procedures
In the Matter of the Investigation into the Entry of U S WEST Communications, Inc., into In-Region InterLATA Services under Section 271 of the Telecommunications Act of 1996.
Docket No. UM 823
July 3, 1997
Approximately 10 Pages
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Disposition: Rate of Return Authorized; Refund Ordered
Order No. 97-171
Docket No. Ut 125
May 19, 1997
Approximately 101 Pages

In the current order, the Commission reduces USWC's revenue requirement by $97.4 million; adopts an authorized rate of return for USWC of 10.2 percent; and orders USWC to refund $102 million to ratepayers.
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Order Adopting Policy
In the Matter of an Investigation of Toll Restriction Service, Billed Number Screening, Local Exchange Carrier Billing and Collection Practices, and Related Issues.
Docket No. UM 775
May 5, 1997
Approximately 14 Pages
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Order Requiring Filing and Implementation of Dialing Parity Plans
In the Matter of an Investigation of Telephone Dialing Parity in Oregon.
Docket No. UT 132
March 18, 1997
Approximately 8 Pages
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Order Opening an Investigation of Issues Concerning Universal Service Requirements for Educational Providers
In the Matter of an Investigation into Universal Service Requirements for Education Providers (K-12 Schools and Libraries).
Docket No. UM 837
March 14, 1997
Approximately 2 Pages
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Order Opening an Investigation of Issues Concerning Universal Service Requirements for Rural Healthcare Providers
In the Matter of an Investigation into Universal Service Requirements for Rural Health Care Providers.
Docket No. UM 838
March 14, 1997
Approximately 2 Pages
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Order
In the Matter of the Assessment of "Special Construction Charges" by U S West Communications Inc.,
Docket No. UM 833
February 10, 1997
Approximately 4 Pages
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1996

Order Opening an Investigation and Terminating a Workgroup
In the Matter of an Investigation into a Permanent Database Solution to Local Number Portability.
Docket No. UM 826
December 30, 1996
Approximately 2 Pages
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Order
In the Matter of an Investigation into Service Quality of U S WEST Communications, Inc.
Docket No. UM 825
December 30, 1996
Approximately 4 Pages
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Order
In the Matter of the Investigation into the Entry of U S WEST Communications, Inc., into In-Region InterLATA Services under Section 271 of the Telecommunications Act of 1996.
Docket No. UM 823
December 3, 1996
Approximately 2 Pages
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Before the Public Utility Commission of Oregon
In the Matter of TCG Oregon's Petition for Arbitration Pursuant to Sec 252(b) of the Telecommunications Act of 1996 to Establish an Interconnection Agreement with U S WEST Communications, Inc.
Docket No. ARB 2, Arbitrator's Decision
November 8, 1996
Approximately 25 Pages

On February 8, 1996, TCG Oregon filed a request for negotiation of an interconnection agreement with U S WEST. On July 17, 1996, TCG filed a petition with the Public Utility Commission of Oregon for arbitration of the agreement pursuant to 251 and 252 the Telecommunications Act of 1996.

On September 16, 1996, the parties jointly filed a base contract entitled "Joint Submission of Documents." The Base Contract sets out agreed-upon language for several issues. It also designated those issues that were still in dispute between the parties.

On October 15, 1996, U S WEST filed a "Last Best Offer" in which it stated that the Base Contract "cannot be a part of U S WEST's Last Best Offer." Instead, U S WEST offered an entirely different contract ("new contract") and asked that the Commission "implement the terms and conditions of that agreement in this arbitration."

TCG did not address the wording of U S WEST's new contract at the hearing or in its brief and Last Best Offer because it was not aware that U S WEST would attempt to substitute the new contract for the Base Contract. The Arbitrator adopts and approves the Base Contract's wording on the agreed-upon issues and will not consider U S WEST's alternative wording set out in the new contract. U S WEST's new contract is not considered.
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Before the Public Utility Commission of Oregon
In the Matter of U S WEST Communications, Inc.'s UM 351 Cost Study Summaries
Order No. 96-284
Docket No. UM 773
November 1, 1996
Approximately 41 Pages

Eleven audit sessions were held over a period of four months in early 1996 to allow Staff, U S WEST, and other parties to the proceeding to review the details of the cost studies and other issues presented by U S WEST's filing. On May 13 and 14, 1996, the parties held settlement meetings. U S WEST presented a draft Stipulation. Following additional negotiations, Staff and U S WEST signed a final Stipulation. All other parties declined to sign the Stipulation.

The Stipulation entered into between Staff and U S WEST resolves all issues between those two parties. Among other matters, it concludes that the cost models filed by U S WEST in this matter conform to the cost principles in UM 351 and that the building block cost studies will be used in the rate design portion of docket UT 125.

If the Commission adopts the Stipulation in its entirety, U S WEST agrees to "recast and resubmit its building block cost studies in accordance with the terms of this stipulation. . . ." and also provides that parties may petition the Commission for changes to the stipulation if the rapidly evolving nature of the industry merits such changes.

he provisions of the Stipulation, and a description of the signatory parties' intentions for the provisions, are summarized below. Following the outline of the Stipulation is an analysis of the specific and general arguments for and against portions of the Stipulation. The Commission's disposition of the issues follows the discussion.
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Order Decreasing Residential Services Protection Fund Surcharge
In the Matter of Continued Funding for the Residential Services Protection Fund (RSPF).
Docket No. UM 780
October 10, 1996
Approximately 2 Pages
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Order Opening an Investigation into Telephone Dialing Parity in Oregon
In the Matter of an Investigation of Telephone Dialing Parity in Oregon.
Docket No. UT 132
July 31, 1996
Approximately 2 Pages
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Order
In the Matter of the Investigation into the Cost of Providing Telecommunications Services
Docket No. UM 351
July 19, 1996
Approximately 102 Pages
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Before The Public Utility Commission of Oregon
In the Matter of the Investigation into Rate Schedules of U S West Communications, Inc., United Telephone of The Northwest, Pacific Telecom, Inc., and GTE Northwest, Inc.
Order No. 96-187
Docket No. UT 119
July 17, 1996
Approximately 13 Pages

On May 21, 1996, U S WEST filed an application for reconsideration of Order No. 96-079, pursuant to ORS 759.180. On June 14, 1996, MCI, AT&T, and Electric Lightwave, filed a joint response to the application. On June 28, 1996, USWC filed a motion to strike the joint response. MCI responded on July 9, 1996. MCI gave good and sufficient cause to deny USWC's motion. The motion to strike is denied.

In this order, the Commission also denies USWC's application for reconsideration.
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Before The Public Utility Commission of Oregon
In the Matter of the Motion filed by MCI Metro Access Transmission Services, Inc., for an Order Compelling U S West Communications, Inc., to Provide Interconnection.
Order No. 96-160
Docket No. CP 15(1)
June 19, 1996
Approximately 7 Pages

In this proceeding, MCI Metro Access Transmission Services, seeks an order compelling U S West Communications, to provide interconnection for the provision of local telecommunications service. MCI Metro contends that it has been unable to negotiate an interconnection agreement with USWC that meets the terms and conditions of Orders No. 96-021 and 92-129 and requests Commission resolution of this issue.
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Before the Public Utility Commission of Oregon
In the Matter of the Application of MCI Metro Access Transmission Services, Inc., for a Certificate of Authority to Provide Telecommunications Services in Oregon and Classification as a Competitive Telecommunications Provider
Order No. 96-129
Docket No. CP 15
May 5, 1996
Approximately 8 Pages

On March 11, 1996, MCI Metro, filed a motion for an order compelling U S WEST , to provide interconnection for the provision of local exchange services. In the motion, MCI Metro contends that it has been unable to negotiate an interconnection agreement with USWC and seeks Commission resolution of the dispute on an expedited basis.

On March 26, 1996, USWC filed an answer to MCI Metro's motion. It contends that USWC has been and is willing to negotiate with MCI Metro with respect to interconnection and that MCI Metro's motion to compel is an improper interference with that process. USWC also argues that the Commission does not have jurisdiction to resolve the dispute unless it makes a factual determination that an impasse exists in the negotiation process.

The Commission establishes jurisdiction, and resolves the dispute in this order.
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Before The Public Utility Commission of Oregon
In the Matter of the Investigation into Rate Schedules of U S West Communications, Inc., United Telephone of The Northwest, Pacific Telecom, Inc., and GTE Northwest, Inc.
Order No. 96-079
Docket No. UT 119
March 20, 1996
Approximately 54 Pages

On March 8, 1994, the Commissioninitiated this investigation into collocation rate schedules filed by U S WEST, United Telephone, Pacific Telecom,, and GTE Northwest. Order No. 94-490. The companies filed the rate schedules on February 4, 1994, pursuant to a direction from the Commission that the companies comply with the requirements of the Commission's Open Network Architecture rules. OAR 860-35-110 et seq. At its March 8, 1994, public meeting, the Commission allowed the collocation schedules to go into effect subject to refund.

Parties to this case are USWC, United, PTI, GTE, and Commission Staff. MCI, Electric Lightwave,, AT&T, Oregon Cable Television Association, and McCaw Cellular intervened.

The Commission's Open Network Architecture rules require local exchange companies to unbundle their local exchange and exchange access services. In OAR 860-35-110, the Commission directed LECs to offer physical and virtual collocation of unbundled services.

In Order No. 94-490, the Commission directed the parties to initiate settlement negotiations. Those discussions resulted in the stipulated agreements discussed.
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Before The Public Utility Commission of Oregon
In the Matter of the Application of Electric Lightwave, Inc. for a Certificate of Authority to Provide Telecommunications Services in Oregon.
In the Matter of the Applications of MFS Intelenet of Oregon, Inc., and MCI Metro Access Transmission Services, Inc. for a Certificate of Authority to Provide Telecommunications Services in Oregon and Classification as a Competitive Telecommunications Provider.
Docket Nos. CP 1, CP 14, CP 15, Order No. 96-021
January 12, 1996
Approximately 134 Pages

These applications were filed pursuant to ORS 759.050, which authorizes the Commission to certify additional providers of local exchange telecommunications services in the existing service areas of telecommunications utilities if the proposed service is in the public interest. The Commission finds that the applications of Electric Lightwave, Inc., MFS Intelenet of Oregon, Inc., and MCI Metro Access Telecommunications Services, Inc., for authority to provide local exchange service in the service territories of USWC and GTE are in the public interest and should be granted.

Pursuant to this finding the following telephone exchanges are designated as competitive zones under the statute: Burlington, North Plains, Lake Oswego, Milwaukie-Oak Grove, Oregon City, and Portland (USWC exchanges); and Beaverton, Forest Grove, Gresham, Hillsboro, Scholls, Sherwood, Stafford, and Tigard (GTE exchanges).
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1995

Order stating that an investigation will be conducted by the Staff of the Public Utility Commission of Oregon
In the Matter of an Investigation of Toll Restriction Services, Billed Number Screening, Local Exchange Carrier Billing and Collection Practices, and Related Issues.
Docket No. UM 775
December 15, 1995
Approximately 2 Pages
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Order No. 95-1103 Adopting Universal Service Plan
In the Matter of the Investigation of Universal Service in the State of Oregon
Docket No. UM 731
October 17, 1995
Approximately 20 Pages
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Order
In the Matter of the Investigation of Universal Service in the State of Oregon
Order No. 95-1103
October 17, 1995
Approximately 19 Pages
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1993

Before The Public Utility Commission of Oregon
In the Matter of a Rulemaking Concerning Open Network Architecture (ONA).
Order No. 93-852
Docket No. AR 264
June 18, 1993
Approximately 19 Pages

The rules adopted in this order implement a regulatory framework, known as Open Network Architecture (ONA), for the provision of intrastate enhanced services in Oregon. The rules are contained in a new division, Division 35 of Chapter 860 of the Oregon Administrative Rules. The proposed rules originated with the Commission staff. The proposed rules under consideration in this docket advance two main policy goals: (1) to obtain efficient delivery of enhanced telecommunications services to the public, and (2) to achieve greater competitive equity between providers of telecommunications service.
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