Goto Section: 36.2 | 36.101 | Table of Contents
FCC 36.3
Revised as of October 1, 2011
Goto Year:2010 |
2012
§ 36.3 Freezing of jurisdictional separations category relationships
and/or allocation factors.
(a) Effective July 1, 2001, through June 30, 2012, all local exchange
carriers subject to part 36 rules shall apportion costs to the
jurisdictions using their study area and/or exchange specific
jurisdictional allocation factors calculated during the twelve month
period ending December 31, 2000, for each of the
categories/sub-categories as specified herein. Direct assignment of
private line service costs between jurisdictions shall be updated
annually. Other direct assignment of investment, expenses, revenues or
taxes between jurisdictions shall be updated annually. Local exchange
carriers that invest in telecommunications plant categories during the
period July 1, 2001, through June 30, 2012, for which it had no
separations allocation factors for the twelve month period ending
December 31, 2000, shall apportion that investment among the
jurisdictions in accordance with the separations procedures in effect
as of December 31, 2000 for the duration of the freeze.
(b) Effective July 1, 2001, through June 30, 2012, local exchange
carriers subject to price cap regulation, pursuant to § 61.41, shall
assign costs from the part 32 accounts to the separations
categories/sub-categories, as specified herein, based on the percentage
relationships of the categorized/sub-categorized costs to their
associated part 32 accounts for the twelve month period ending December
31, 2000. If a part 32 account for separations purposes is categorized
into more than one category, the percentage relationship among the
categories shall be utilized as well. Local exchange carriers that
invest in types of telecommunications plant during the period July 1,
2001, through June 30, 2012, for which it had no separations category
investment for the twelve month period ending December 31, 2000, shall
assign such investment to separations categories in accordance with the
separations procedures in effect as of December 31, 2000. Local
exchange carriers not subject to price cap regulation, pursuant to
§ 61.41 of this chapter, may elect to be subject to the provisions of
§ 36.3(b). Such election must be made prior to July 1, 2001. Local
exchange carriers electing to become subject to § 36.3(b) shall not be
eligible to withdraw from such regulation for the duration of the
freeze. Local exchange carriers participating in Association tariffs,
pursuant to § 69.601 of this chapter et seq., shall notify the
Association prior to July 1, 2001, of such intent to be subject to the
provisions of § 36.3(b). Local exchange carriers not participating in
Association tariffs shall notify the Commission prior to July 1, 2001,
of such intent to be subject to the provisions of § 36.3(b).
(c) Effective July 1, 2001, through June 30, 2012, any local exchange
carrier that sells or otherwise transfers exchanges, or parts thereof,
to another carrier's study area shall continue to utilize the factors
and, if applicable, category relationships as specified in § § 36.3(a)
and (b).
(d) Effective July 1, 2001, through June 30, 2012, any local exchange
carrier that buys or otherwise acquires exchanges or part thereof,
shall calculate new, composite factors and, if applicable, category
relationships based on a weighted average of both the seller's and
purchaser's factors and category relationships calculated pursuant to
§ § 36.3(a) and 36.3(b). This weighted average should be based on the
number of access lines currently being served by the acquiring carrier
and the number of access lines in the acquired exchanges.
(1) To compute the composite allocation factors and, if applicable, the
composite category percentage relationships of the acquiring company,
the acquiring carrier shall first sum its existing (pre-purchase)
access lines (A) with the total access lines acquired from selling
company (B). Then, multiply its factors and category relationship
percentages by (A/(A+B)) and those of the selling company by (B/(A+B))
and sum the results.
(2) For carriers subject to a freeze of category relationships, the
acquiring carrier should remove all categories of investment from the
selling carrier's list of frozen category relationships where no such
category investment exists within the sold exchange(s). The seller's
remaining category relationships must then be increased proportionately
to total 100 percent. Then, the adjusted seller's category
relationships must be combined with those of the acquiring carrier as
specified in § 36.3(d)(1) to determine the category relationships for
the acquiring carrier's post-transfer study area.
(e) Any local exchange carrier study area converting from average
schedule company status, as defined in § 69.605(c) of this chapter, to
cost company status during the period July 1, 2001, through June 30,
2012, shall, for the first twelve months subsequent to conversion
categorize the telecommunications plant and expenses and develop
separations allocation factors in accordance with the separations
procedures in effect as of December 31, 2000. Effective July 1, 2001
through June 30, 2012, such companies shall utilize the separations
allocation factors and account categorization subject to the
requirements of § § 36.3(a) and (b) based on the category relationships
and allocation factors for the twelve months subsequent to the
conversion to cost company status.
[ 66 FR 33204 , June 21, 2001, as amended at 75 FR 30301 , June 1, 2010;
76 FR 30841 , May 27, 2011]
Subpart B--Telecommunications Property
General
Goto Section: 36.2 | 36.101
Goto Year: 2010 |
2012
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