Docket No:  UM 2040 Docket Name:  STAFF INVESTIGATION INTO THE OREGON UNIVERSAL SERVICE FUND Submit Public Comment * This docket is a contested case. See the Internal Operating Guidelines and OAR 860-001 Subject Company:  PUC              See also:  AR 649    In the Matter of PUBLIC UTILITY COMMISSION OF OREGON, Investigation of the Oregon Universal Fund. Opened by Staff Report for the December 17, 2019 Public Meeting by Nicola Peterson. Sent to TC List. Filing Date:  12/12/2019    Public Mtg: 7/22/2025    Order:  23-422 Order Signed:  11/2/2023   Email Service List (semi-colon delimited)      Email Service List (comma delimited)   If you experience problems with the above 'Email Service List' links, please try one of these: Service List Popup (semi-colon delimited)     Service List Popup (comma delimited)

ACTIONS SERVICE LIST SCHEDULE Public Comments Sort By Date        Sort By Type Date: 7/22/2025 Action:  ORDER      Order No:   25-277    Description Order No. 25-277, signed by Chief Administrative Law Judge Alison Lackey; DISPOSITION: STAFF'S RECOMMENDATION ADOPTED. Copies served on 7/22/25.  Date: 7/16/2025 Action:  STAFF REPORT      Description Staff Report for the July 22, 2025 Public Meeting (Item No. CA9), by Nicola Peterson.   Date: 12/10/2024 Action:  ORDER      Order No:   24-442    Description Order No. 24-442, signed by Chief Administrative Law Judge Alison Lackey; DISPOSITION: STAFF'S RECOMMENDATION ADOPTED. Copies served on 12/10/24.   Date: 12/6/2024 Action:  STAFF REPORT      Description Staff Report for the December 10, 2024 Public Meeting (Item No. CA15), by Nicola Peterson.   Date: 11/2/2023 Action:  ORDER      Order No:   23-422    Description Order No. 23-422, signed by Chief Administrative Law Judge Nolan Moser, DISPOSITION: STAFF'S RECOMMENDATION ADOPTED. Copies served on 11/2/23.  Date: 10/27/2023 Action:  STAFF REPORT      Description Staff Report for the October 31, 2023 Public Meeting (Item No. CA 6), by Nicola Peterson.  Date: 3/30/2023 Action:  SERVICE LIST CHANGE      Description Centurylink's Request to Change the Service List, Removing William E. Hendricks and Adding Brook Landry Villa and Lawrence H. Reichman, filed by Lawrence H. Reichman.  Date: 2/9/2023 Action:  OTHER FILING/PLEADING      Description Staff's Presentation for the February 9, 2023 Special Public Meeting.   Date: 2/2/2023 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Sarah Spruce issues MEMORANDUM AND AGENDA FOR SPECIAL PUBLIC MEETING. Copies served on 2/2/23.  Date: 2/1/2023 Action:  COMMENTS/RESPONSE      Description OCTA's Reply Comments, filed by Mark Trinchero.   Date: 2/1/2023 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's Reply Comments filed by Richard A. Finnigan.   Date: 1/27/2023 Action:  COMMENTS/RESPONSE      Description Warm Spring Telecommunications Company's Reply Comments; filed by Tim York.  Date: 1/24/2023 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Sarah Spruce issues Memorandum. Copies served on 1/24/23.  Date: 1/13/2023 Action:  COMMENTS/RESPONSE      Description OCTA's Comments Regarding OUSF Disbursement Calculation Methodology. Filed by Mark Trinchero.   Date: 1/13/2023 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's Comments, filed by Richard A. Finnigan.   Date: 12/27/2022 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Sarah Spruce issues Scheduling Memorandum Copies served on 12/27/22.   Date: 10/20/2022 Action:  ORDER      Order No:   22-380    Description Order No. 22-380 signed by Nolan Moser, Chief Administrative Law Judge. Copies served on 10/28/22.  Date: 10/14/2022 Action:  COMMENTS/RESPONSE      Description Oregon Cable Telecommunications Association's Comments, filed by Mark Trinchero.   Date: 10/14/2022 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's comments, filed by Rick Finnigan.  Date: 10/7/2022 Action:  STAFF REPORT      Description Staff Report for October 18, 2022 Public Meeting (Agenda Item RA2). Filed by Bryan Conway and Roger White.   Date: 8/29/2022 Action:  NOTICE      Description Staff Workshop Notice, filed by Nicola Peterson.   Date: 8/11/2022 Action:  NOTICE      Description STAFF's Workshop Notice; filed by Nicola Peterson.  Date: 7/27/2022 Action:  NOTICE      Description Staff Workshop Notice, filed by Nicola Peterson.   Date: 7/19/2022 Action:  COMMENTS/RESPONSE      Description LUMEN's Comments, filed by William Hendricks.   Date: 6/30/2022 Action:  NOTICE      Description Staff's Notice for 7/11/22 Workshop  Date: 6/14/2022 Action:  COMMENTS/RESPONSE      Description OCTA's Comments, filed by Mark Trinchero.  Date: 6/1/2022 Action:  NOTICE      Description Staff's Workshop Notice Filed, Nicola Peterson.  Date: 5/27/2022 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's Comments, filed by Richard A. Finnigan.  Date: 4/8/2022 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's Comments, filed by Richard Finnigan.  Date: 4/7/2022 Action:  COMMENTS/RESPONSE      Description Lumen Technologies' Comments, filed by Tre Hendricks.  Date: 4/7/2022 Action:  COMMENTS/RESPONSE      Description OCTA's Comments, filed by Mark P. Trinchero.  Date: 4/7/2022 Action:  COMMENTS/RESPONSE      Description Warm Springs Telecommunications Company's Comments, filed by Tim York.  Date: 4/7/2022 Action:  COMMENTS/RESPONSE      Description Ziply Fiber's Comments, filed by George Baker Thomson, Jr..  Date: 4/4/2022 Action:  OTHER FILING/PLEADING      Description Staff's proposed rules for April 19 public meeting. Comments on the rules due to staff contact by April 7, 2022.   Date: 3/29/2022 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's Comments, filed by Richard A Finnigan.   Date: 3/28/2022 Action:  COMMENTS/RESPONSE      Description OCTA's Comments Regarding Staff Draft Rules, filed by Mark Trinchero.   Date: 3/28/2022 Action:  COMMENTS/RESPONSE      Description Warm Springs Telecommunications Company's Comments on Draft Proposed Rules. Filed by Tim York.  Date: 3/28/2022 Action:  COMMENTS/RESPONSE      Description CTIA's Comments regarding Staff's Draft Proposed Rules. Filed by Timothy Volpert.   Date: 3/15/2022 Action:  OTHER FILING/PLEADING      Description SEE AR 649 FOR ALL FUTURE RULEMAKING ACTIVITY RELATED TO THIS DOCKET. AR 649/UM 2040 -Staff's draft proposed rules for discussion at the March 31 Workshop filed by Nicola Peterson. Written comments due March 28, 2022.   Date: 3/14/2022 Action:  NOTICE      Description Staff's Workshop Notice and Agenda for March 31, 2022 begining at 9:00 a.m. by Zoom. Participation information in attached notice. Filed by Nicola Peterson.   Date: 12/13/2021 Action:  COMMENTS/RESPONSE      Description Ziply Fiber Comments, filed by Jessica Epley.   Date: 12/13/2021 Action:  COMMENTS/RESPONSE      Description OCTA's Comments Regarding Cost Calculation Options; filed by Mark P. Trinchero.  Date: 12/7/2021 Action:  NOTICE      Description Staff's Workshop Notice and Agenda for December 20, 2021 beginning at 9:00 a.m. by Zoom. Participation information in attached notice. Filed by Nicola Peterson.   Date: 11/15/2021 Action:  COMMENTS/RESPONSE      Description Ziply Fiber's comments. Filed by Jessica Epley.  Date: 10/27/2021 Action:  NOTICE      Description AR 649 and UM 2040 - Notice for the November 17, 2021 Workshop, 1:00 PM; filed by Nicola Peterson.  Date: 10/12/2021 Action:  COMMENTS/RESPONSE      Description Lumen's comments; filed by William E. Hendricks,  Date: 10/12/2021 Action:  COMMENTS/RESPONSE      Description OCTA STRAW PROPOSAL; filed by Mark P. Trinchero.   Date: 10/12/2021 Action:  COMMENTS/RESPONSE      Description Ziply Fiber's Stakeholder Comments; filed by George Baker Thomson, Jr.  Date: 10/12/2021 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association Proposal; filed by Rick Finnigan.  Date: 8/27/2021 Action:  OTHER FILING/PLEADING      Description Staff's updated timeline; filed by Nicola A. Peterson.   Date: 7/29/2021 Action:  NOTICE      Description Notice for the August 4, 2021 Workshop. Join Zoom Meeting https://opuc-state-or-us.zoom.us/j/84038659864?pwd=ZjFyNGEyYVdPdFRKdnp4azEzY0hsQT09 1 971 247 1195 US (Portland) Meeting ID: 840 3865 9864 Passcode: 7362696855   Date: 7/27/2021 Action:  COMMENTS/RESPONSE      Description Staff's Straw Proposal; filed by Nicola A. Peterson.   Date: 7/8/2021 Action:  OTHER FILING/PLEADING      Description Staff's updated timeline; filed by Nicola Peterson.   Date: 6/4/2021 Action:  OTHER FILING/PLEADING      Description Staff's timeline for docket filed by Nicola Peterson.   Date: 1/25/2021 Action:  OTHER FILING/PLEADING      Description Staff's timeline for docket, filed by Nicola Peterson.   Date: 1/18/2021 Action:  COMMENTS/RESPONSE      Description WARM SPRINGS TELECOMMUNICATIONS COMPANY'S STRAW PROPOSAL FOR OREGON UNIVERSAL SERVICE FUND SUPPORT RULE CHANGES; filed by Tim York.   Date: 12/11/2020 Action:  NOTICE      Description Notice of Staff Workshop on January 11, 2021 at 9:30 a.m. filed by Nicola Peterson.  Date: 12/3/2020 Action:  PETITION TO INTERVENE      Description Oregon Telephone Corporation's Petition to Intervene with contacts of Garrin Bott; filed by Garrin Bott.   Date: 12/3/2020 Action:  OTHER FILING/PLEADING      Description Staff request for straw proposals by January 18, 2021, filed by Nicola Peterson.   Date: 11/23/2020 Action:  NOTICE      Description Notice of Staff Workshop on November 30, 2020 at 9:30 AM by Zoom. Copies served 11/23/20 to UM 2040 and AR 640 service lists.  Date: 11/19/2020 Action:  PETITION TO INTERVENE      Description Oregon-Idaho Utilities Petition to Intervene with contact of Douglas N. Musgrave. Filed by Douglas Musgrave.   Date: 11/9/2020 Action:  SERVICE LIST CHANGE      Description OCTA'S UPDATE TO SERVICE LIST TO CHANGE ADMIN@OREGONCABLE.COM TO FBARRIE@LEGADV.COM; FILED BY MARK P. TRINCHERO.   Date: 11/9/2020 Action:  NOTICE      Description Notice of Staff Workshop on November 16, 2020 at 9:30 AM by Zoom. Copies served 11/9/20 to UM 2040 and AR 640 service lists.   Date: 10/27/2020 Action:  SERVICE LIST CHANGE      Description Staff's Notice of Change to Service List to remove Elizabeth Uzelac and add Johanna Riemenschneider; filed by Johanna Riemenschneider.   Date: 10/27/2020 Action:  NOTICE      Description Notice of Staff Workshop set for November 2, 2020 filed by Nicola Peterson  Date: 10/26/2020 Action:  COMMENTS/RESPONSE      Description CUB's Comments to stakeholder questions; filed by Samuel Pastrick.   Date: 10/26/2020 Action:  COMMENTS/RESPONSE      Description Oregon Cable Telecommunications Association Comments filed by Mark P. Trinchero.  Date: 10/26/2020 Action:  COMMENTS/RESPONSE      Description CTIA's response to stakeholder questions; filed by Timothy R. Volpert, Benjamin Aron, and Matt DeTura.   Date: 10/26/2020 Action:  COMMENTS/RESPONSE      Description Oregon Telecommunications Association's response to stakeholder questions; filed by Richard A. Finnigan.   Date: 10/23/2020 Action:  COMMENTS/RESPONSE      Description WARM SPRINGS TELECOMMUNICATIONS COMPANY's RESPONSE TO STAKEHOLDER QUESTIONS; filed by Tim York.   Date: 9/18/2020 Action:  OTHER FILING/PLEADING      Description STAFF's TIMELINE AND STAKEHOLDER QUESTIONS, filed by Nicola Peterson.   Date: 8/21/2020 Action:  PETITION TO INTERVENE      Description CTIA's Petition to Intervene, with contacts of Timothy R. Volpert, Benjamin Aron and Matt DeTura. Filed by Timothy R. Volpert.   Date: 7/30/2020 Action:  NOTICE      Description Notice of Staff Workshop on August 25, 2020. Filed by Nicola Peterson. Copies served 7/30/20 to service list, TC List, and AdminRule Telecom lists.  Date: 5/22/2020 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Christopher J. Allwein issues Ruling; Ruling DISPOSITION: PETITION TO INTERVENE GRANTED. Notice of Contested Case Rights and Procedures attached. Copies served on 5/22/20.   Date: 5/22/2020 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Christopher J. Allwein issues Ruling; Ruling DISPOSITION: PETITION TO INTERVENE GRANTED. Notice of Contested Case Rights and Procedures attached. Copies served on 5/22/20.   Date: 5/22/2020 Action:  LAW JUDGE RULING/MEMORANDA      Description ALJ Christopher J. Allwein issues Ruling; Ruling DISPOSITION: PETITION TO INTERVENE GRANTED. Notice of Contested Case Rights and Procedures attached. Copies served on 5/22/20.   Date: 5/12/2020 Action:  PETITION TO INTERVENE      Description Oregon Cable Telecommunications Association's Petition to Intervene with contact of admin@oregoncable.com and Mark P. Trinchero.  Date: 5/12/2020 Action:  PETITION TO INTERVENE      Description Oregon Telecommunications Association and Frontier Communications Northwest LLC dba Ziply Fiber's Joint Petition to Intervene with contacts of Richard A. Finnigan, Brant Wolf, and Jessica Epley; filed by Richard A. Finnigan.  Date: 5/12/2020 Action:  PETITION TO INTERVENE      Description Warm Springs Telecommunications' Petition to intervene with contact of Tim York and Richard A. Finnigan; filed by Richard A. Finnigan.   Date: 3/13/2020 Action:  NOTICE      Description Email to Stakeholders that March 18, 2020 Workshop is canceled. Served to service list and TC List.   Date: 2/14/2020 Action:  NOTICE      Description Notice of Staff Workshop set for March 18, 2020, 9:30 AM. Filed by Nicola Peterson. Copies served to service list and TC List 2/14/2020.   Date: 1/9/2020 Action:  OTHER FILING/PLEADING      Description CUB's Request for Huddle Access, filed by Michael Goetz.   Date: 12/23/2019 Action:  ORDER      Order No:   19-449    Description Order No. 19-449, signed by Nolan Moser, Chief Administrative Law Judge; DISPOSITION: STAFF'S RECOMMENDATION ADOPTED. Copies served to UM 2040 and TC Service Lists on 12/23/19.   Date: 12/13/2019 Action:  NOTICE      Description CUB's Notice of Intervention, with contacts of Michael Goetz, Samuel Pastrick, and Oregon CUB Dockets. Filed by Micheal Goetz.   Date: 12/12/2019 Action:  INITIAL (APPLICATION, COMPLAINT, PETITION)      Description In the Matter of PUBLIC UTILITY COMMISSION OF OREGON, Investigation of the Oregon Universal Fund. Opened by Staff Report for the December 17, 2019 Public Meeting by Nicola Peterson. Sent to TC List.