CABS ROAD MAP Stan Redden – Vice President Software Development

VERTEX TAXING APPLICATION – NEW CABS OPTION Stan Redden Sally Magsamen

New system option that integrates CDG CABS with the powerful Vertex Taxing application Option uses geocodes for more precise taxation jurisdiction Vertex database contains all applicable tax and surcharge rates for all jurisdictions which eliminates manual entry into CABS Vertex application determines all applicable taxes and surcharges for a given geocode location and automatically calculates each for invoice posting Option replaces CABS legacy functionality which includes ATAX, ASUR, A0490, and AC0495 VERTEX TAXING OPTION 3www.cdg.ws

ACLI – CLLI CODE 4www.cdg.ws

Geocode field Support taxing for both switched and dedicated access charges as well as OC&Cs and adjustments - Vertex Taxing 9 byte/numeric code Position 1-2 = State Position 3-5 = County Position 6-9 = City Override field Values – Y/N Geocode can be updated within the screen when override = Y ACLI – CLLI CODE 5www.cdg.ws

ARAT – BILLING RATES 6www.cdg.ws

Tax Category and Tax Service fields Valid values for Vertex user No edits for other user ID ARAT – BILLING RATES 7www.cdg.ws

AUSO –USOC RATES 8www.cdg.ws

Tax Category and Tax Service fields Switched and special Valid values for Vertex user No edits for other user ID AUSO –USOC RATES 9www.cdg.ws

AIND-2 - INDICATORS 10www.cdg.ws

Apply Taxes fields 9 Tax/Surcharge switches Controls the tax exempt status on the CSR heading area only Initialization AIND indicators 1-6 = E or I, all but Surcharge field will be set to Y AIND indicators 7-12 = E or I or AIXC apply NECA FUSC = Y or C, Surcharge field will be set to Y AIND - INDICATORS 11www.cdg.ws

Tax Class 1-3 fields Three 2-byte fields Values must be within Tax Class Description screen before they can be entered within AIND Valid values AIND-2 - INDICATORS 12www.cdg.ws

AIND-3 – INDICATOR READY LINE 13www.cdg.ws

AEOD – END OFFICE 14www.cdg.ws

EO and WSO Geocode fields Populated from ACLI when the field is blank User enterable AEOD – END OFFICE 15www.cdg.ws

APOP – POINT OF PRESENCE 16www.cdg.ws

Rating & SWC Geocode fields Populated from ACLI when the field is blank User enterable Host Geocode field Asterisk when EO to Host = N APOP – POINT OF PRESENCE 17www.cdg.ws

APOP - POINT OF PRESENCE 18www.cdg.ws

APOP - POINT OF PRESENCE 19www.cdg.ws

ASPL – FACILITY CUSTOMER INFORMATION 20www.cdg.ws

Geocode fields 9 byte numeric User enterable Geocode Source fields Protected field Determines what location was used to derive the geocode Set by any process that updates the geocode Geocode Override fields Valid Values = Y/N Determine when the geocode can be manually changed/updated by any mechanized process ASPL – FACILITY CUSTOMER INFORMATION 21www.cdg.ws

ASPL – FACILITY CUSTOMER INFORMATION 22www.cdg.ws

Z CLLI and A CLLI location fields Individual fields for City, State (St) and Zip Program will take current city/state/zip and place in individual fields Fix current information Valid state abbreviation 5 or 9 byte zip code ASPL-2 FACILITY CUSTOMER INFORMATION 23www.cdg.ws

ASPL address conversion Converts ALOC and ZLOC addresses into the new ASPL City, State and Zip code fields The job is designed to be processed twice Can run one company at a time or multiple companies Can run with ‘N’ in Convert field Program begins at 3 rd address line If not populated, then the 2 nd address line If not populated, then the 1 st address line Program starts at the end of the address and works toward the beginning of the address ASPL-2 FACILITY CUSTOMER INFORMATION 24www.cdg.ws

State code must be a valid state postal abbreviation Other valid postal abbreviations DC (District of Columbia) GU (Guam) PR (Puerto Rico) VI (Virgin Islands) The state can be selected from the Address field if the character either before or after the state is a space, comma or period ASPL-2 FACILITY CUSTOMER INFORMATION 25www.cdg.ws

Zip code Standard 5-digit zip Zip + 4 digits With or without the dash City Determined only if the state has been found successfully City selected from the state abbreviation to the beginning of that Address field, or until the next comma is found ASPL-2 FACILITY CUSTOMER INFORMATION 26www.cdg.ws

Program could convert City, State and Zip City and State Zip Nothing Recommend City/State/Zip is fixed – either manually or by running the program Review output CSV created ASPL-2 FACILITY CUSTOMER INFORMATION 27www.cdg.ws

ASPL-2 FACILITY CUSTOMER INFORMATION 28www.cdg.ws

Apply Taxes indicators at both Z & A Locations Initialized according to AIND If ASPL Tax/Surcharge Exempt=Y All Apply Taxes fields initialized to N If ASPL Tax/Surcharge Exempt=N AIND Tax-Specials = E or I, all Apply Taxes fields except Surcharge field initialized to Y AIND Surcharge-specials = E or I, Apply Taxes fields initialized to Y AIXC/NECA FUSC = Y or AIXC apply NECA FUSC=C & ASPL Exempt FUSC =N, Surcharge field is initialized to Y ASPL-2 FACILITY CUSTOMER INFORMATION 29www.cdg.ws

Apply Taxes indicators Control the tax status on the CSR (AC0650) USOC area only for all users ASPL-2 FACILITY CUSTOMER INFORMATION 30www.cdg.ws

ASPL-2 FACILITY CUSTOMER INFORMATION 31www.cdg.ws CSR before the program change: CSR after the program change:

ASPL-3 – FACILITY REMARKS 32www.cdg.ws

Additional screen – ASPL-3 fields Remarks Municipality Tax/Surcharge Exempt FUSC Exempt Discount Status/Date Optional Discount Status/Date VG Equivalent ASPL-3 – FACILITY REMARKS 33www.cdg.ws

New indicators Tax Class 1 – 3 fields Three 2-byte fields Fields are populated/updated from AIND when all fields are blank, otherwise user can enter values Values must be within Tax Class Description screen before they can be entered within ASPL ASPL-3 – FACILITY REMARKS 34www.cdg.ws

ACKB – CIRCUIT USOC BROWSE 35www.cdg.ws

AZ location field Z = End Office Location A = POP Location Initialized to Z Default to Z on an add if left blank ACKB – CIRCUIT USOC BROWSE 36www.cdg.ws

Z/A LOCATION - CSR SAMPLE #1 37www.cdg.ws

CSR SAMPLE - ALL USOCS AT Z LOCATION 38www.cdg.ws

Z/A LOCATION - CSR SAMPLE #2 39www.cdg.ws

CSR SAMPLE – BOTH Z/A LOCATIONS 40www.cdg.ws

ACKU – CABS CIRCUIT USOC 41www.cdg.ws

A/Z Location field Initialized to Z, default to Z Valid values are A or Z When Account Type=U, Z is only valid value APOP Term Equip = zero (‘middle mile’), the system will use the state level geocode for taxing purposes ACKU – CABS CIRCUIT USOC 42www.cdg.ws

AOCC – OC&C SERVICE ORDERS 43www.cdg.ws

Three 2-byte Tax Class 1-3 fields Values must be within Tax Class Description screen before they can be entered within AOCC Valid values AOCC – OC&C SERVICE ORDERS 44www.cdg.ws

AOCC – OC&C USOC LEVEL 45www.cdg.ws

AZ locations field added Value pulled from ACKU Geocode Tax Category Tax Service All pulled from AIND AOCC – OC&C USOC LEVEL 46www.cdg.ws

ATRN – ADJ. & PHRASE LEVEL OC&CS 47www.cdg.ws

Geocode Populated/updated from AEOD when field is blank and end office is populated; default to zeroes when left blank and end office is spaces, otherwise user enterable Tax Category Must be entered by user Tax Service Must be entered by user Tax Class 1-3 Populated/updated from AIND when all three fields are blank, otherwise entered by user Values must be within Tax Class Description screen before they can be entered within ATRN ATRN – ADJ. & PHRASE LEVEL OC&CS 48www.cdg.ws

AHTR – HISTORY TRANSACTION 49www.cdg.ws

Geocode Tax Category Tax Service Tax Class 1-3 All brought in from ATRN AHJR If transaction is created by posting within the new History Journal Screen AHTR – HISTORY TRANSACTION 50www.cdg.ws

AJRN – REVENUE ACCOUNT CODES 51www.cdg.ws

AJRN now supports the reading and setup of entries based on the following ID format ZAAAXX Z = Tax or Surcharge (T or S) AAA = Tax Authority (Federal/State, etc.) XX = Tax Type Tax Type returned by Vertex Example of RAC IDs TCIT xx = City Tax TFED xx = Federal Tax SMIS xx = Miscellaneous Surcharge AJRN – REVENUE ACCOUNT CODES 52www.cdg.ws

ATCD - Tax Class Description screen contains the description for valid tax classes The tax class must appear within ATCD before it can be entered into the Tax Class screen (ATCC) ATCD – TAX CLASS DESCRIPTION 53www.cdg.ws

ATCD – TAX CLASS DESCRIPTION 54www.cdg.ws

The Tax Class screen contains the Tax Authority and Tax Type information for each unique Tax Class and Geocode ATCC – TAX CLASS 55www.cdg.ws

ATCC – TAX CLASS 56www.cdg.ws

The CABS Override Tax screen contains tax override information by company, IXC and geocode. Alternate browse available to enable you to browse by geocode, company, IXC AOTR – OVERRIDE TAX 57www.cdg.ws

AOTR – OVERRIDE TAX 58www.cdg.ws

The Surcharge ID screen provides the ability to determine surcharges from taxes since Vertex does not distinguish one from the other ASID – CABS SURCHARGE ID 59www.cdg.ws

ASID – CABS SURCHARGE ID 60www.cdg.ws

The History Geocode screen displays the history of all geocode changes, additions and deletions that were updated within ACLI, AEOD, APOP and ASPL AHGE – HISTORY GEOCODE 61www.cdg.ws

AHGE – HISTORY GEOCODE 62www.cdg.ws

The History Tax Class screen displays the history of all tax class changes, additions and deletions made within AIND and ASPL AHTC – HISTORY TAX CLASS 63www.cdg.ws

AHTC – HISTORY TAX CLASS 64www.cdg.ws

AC0083 – ATCC – Tax Class AC0084 – AHTC – History Tax Class AC0086 – ATCD – Tax Class Description AC0088 – AOTR – Override Tax Rate AC0089 – AHGE – History Geocode AC0094 – ASID – Surcharge ID NEW REPORTS – CSV OUTPUT ONLY 65www.cdg.ws

Reports updated to reflect screen changes AC0015 – USOC Listing AC0020 – Special Listing AC0025 – OC&Cs Listing AC0030 – End Office Listing AC0040 – Interexchange Carrier Listing AC0045 – Transaction Listing AC0046 – History Transaction Listing AC0060 – EO/POP Listing AC0096 – Billing Rates Report AC0120 – CLLI Listing AC0650 – Customer Service Record REPORTS 66www.cdg.ws

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AHJR – HISTORY JOURNAL

ACOM – COMPANY MASTER 69www.cdg.ws

History Journal Indicator Values Y/N Months Values – 00 – 24 ACOM – COMPANY MASTER 70www.cdg.ws

AHJR – HISTORY JOURNAL 71www.cdg.ws

AHJR – HISTORY JOURNAL 72www.cdg.ws

AHJR – HISTORY JOURNAL 73www.cdg.ws

The History Journal screen will store the journal raw detail data This contains not only current charges for each line item, but also supplies the different tax types applied to this charge with detail Alternate index available to view by Billing #/Customer Code/Bill Date/Co/Cycle/IXC/FG/Invoice # AC0491 must run within Step3 to create these records ‘Post’ from within this screen to apply a credit or debit amount to amount billed and each tax applied to the amount billed AHJR – HISTORY JOURNAL 74www.cdg.ws

AHJR – HISTORY JOURNAL 75www.cdg.ws

ATRN – ADJ. AND PHRASE LEVEL OC&CS 76www.cdg.ws

Posted entries from AHJR Appropriate Phrase Codes will be used depending on the type of transaction Example: E06 Adjustment of CNAM Query 152 Adjustment of Local Switching 2 Charges 196 Adjustment of Surcharges ATRN – ADJ. AND PHRASE LEVEL OC&CS 77www.cdg.ws

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NPAC DATABASE

NPAC DATABASE 80www.cdg.ws CDG has entered into an agreement with iConectiv (Telcordia) to acquire the NPAC (Number Portability Administration Center) database Database will be used to determine/verify the correct LRN, OCN, and Type of Service (wireless vs. wireline) at the line level Functionality is being built into the CDG Mediation system, but we would consider enhancing CABS to utilize this functionality if there is interest??? Vince Kocher will have more details on this option during his Mediation session today at 1:30pm.

FCC ISSUES

Transition to Bill & Keep continues on path for terminating switched access charges and reciprocal compensation Rate of Return Companies: Step 1: July 1, 2012 – reduce rates to 50% of interstate Step 2: July 1, 2013 – reduce rates to interstate parity Step 3: July 1, 2014 – reduce rates by 1/3 of the diff. between interstate and $0.005 Step 4: July 1, 2015 – reduce rates by 1/3 of the diff. between interstate and $0.005 Step 5: July 1, 2016 – reduce rates to $0.005 Step 6: July 1, 2017 – reduce rates by 1/3 diff. between $0.005 and $ Step 7: July 1, 2018 – reduce rates by 2/3 diff. between $0.005 and $ Step 8: July 1, 2019 – reduce rates to $ Step 9: July 1, 2020 – Bill and Keep FCC USF/ICC REFORM UPDATE 83www.cdg.ws

Price Cap Companies: Step 1: July 1, 2012 – reduce rates to 50% of interstate Step 2: July 1, 2013 – reduce rates to interstate parity Step 3: July 1, 2014 – reduce rates by 1/3 of the diff. between interstate and $ Step 4: July 1, 2015 – reduce rates by 1/3 of the diff. between interstate and $ Step 5: July 1, 2016 – reduce rates to $ Step 6: July 1, 2017 – Bill and Keep FCC USF/ICC REFORM UPDATE 84www.cdg.ws

FCC still has not addressed any reforms concerning access charges associated with originating traffic. On February 11 th, the FCC released a declaratory ruling on the VOIP Symmetry Rule that clarified that end office switching is ‘technology neutral’ and that the company performing this function is entitled to access charges. FCC USF/ICC REFORM UPDATE 85www.cdg.ws

FCC passed the Net Neutrality Order on February 26 th reclassifying broadband Internet access as a “common carrier” under Title II of the Telecommunications Act. Steve Metzler of John Starlaukis Inc. will discuss the impacts of this and other regulatory issues during his presentation today at 11am. LECs continue to deal with billing disputes filed by Sprint, Level 3, and Verizon concerning Intra-MTA Terminating FGD usage that is originated by a wireless provider. Marnell Robertson of Creative Support Solutions will address this as well as other ICC issues during her presentation today at 2pm. FCC ISSUES 86www.cdg.ws

On March 4, 2015, the FCC released the ‘revised’ Rural Call Completion Order which is effective a period of three years Covered providers must begin collecting and retaining rural call completion data as of April 1 with the first reporting period beginning August 1, 2015 Rules apply to providers of long distance voice services that make the initial long distance call path choices that serve more than 100,000 domestic retail subscriber lines 100K number is determined by the total number of fixed residential & business lines, and mobile phones aggregated over all of the providers affiliates FCC RURAL CALL COMPLETION 87www.cdg.ws

Covered providers include LECs, IXCs, Wireless and VOIP providers Rules do not apply to intermediate providers Call detail record data must be retained for a period of six months Must submit certified report to the Commission each quarter with detail by calendar month FCC RURAL CALL COMPLETION 88www.cdg.ws

Report breaks out outbound long distance calls into the following categories: By OCN By State By Interstate, Intrastate, and Total Total Calls Attempted Total Calls Answered Total Calls Unanswered Total Calls Signaled as Busy Total Calls Ring No Answer Total Calls Unassigned Number FCC RURAL CALL COMPLETION 89www.cdg.ws

FCC Reporting Template: FCC RURAL CALL COMPLETION 90www.cdg.ws

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CUSTOMER ISSUES

ABAL account deletion via AC0510 AC0510 will delete inactive accounts based on the ABAL Inactive Date and the ACOM Inactive #Months parameter. In late 2011, CDG added program code that prevents inactive account deletion if the ACOM Zero Rated Journal field is set to ‘Y’. This adversely affected TDS since we have the Zero Rated Journal set to ‘Y’. TDS sets the ACOM Zero Rated Journal indicator to ‘Y’ in order to get a full report of usage statistics on AC0730 even for zero rated accounts. TDS utilizes automated balancing software to insure that usage coming thru AC ATEL entered usage AC0710 = AC0730 usage statistics. In order to allow AC0510 to resume deleting inactive accounts, TDS made a local program modification to remove the following check: IF CABS-CO-ZERO-RATED-JOURNAL = ‘N’. TDS proposes the following solution in order to remove this universal hardcoded program check and make it flexible by user: TDS TELECOM 93www.cdg.ws

ABAL account deletion via AC0510 Add a new AUID indicator field ‘510 DEL INACTIVE ABAL ( Y / N )’. Update the AC0510 program to perform a check against the new AUID indicator instead of the ACOM Zero Rated Journal indicator. Add ABAL-2 ‘Inactive Delete (Y/N)’ – (default Y) that AC0510 would check to determine if the program should proceed with deleting the account if it would normally meet the existing criteria. AC0850 BDT/CSR Transmittal The PRINT2 file produces a transmittal report. TDS would like to have a.csv version of this file created that we could use for post bill cycle validation of what BANs were sent (either to load into a spreadsheet or database tool). TDS TELECOM 94www.cdg.ws

ARMK Bill and Remittance Remarks Bill Date From and Thru fields were added previously to control when an existing record would appear on a bill cycle invoice and/or remit page. Since the From and Thru dates are not key fields, it only allows for one record to be entered for a Co./Cycle/IXC/FG/OCN. In order to allow our users to add additional ARMK entries for existing accounts for future dates we are requesting that the existing From and Thru dates be made part of the ARMK record key. TDS TELECOM 95www.cdg.ws

Would like to know how other customers are handling 3 rd party vendors like TEOCO, SAGMI, Razorsight, etc. when it comes to such issues as inquiries, disputes and ordering? Service Order: Is there a way to minimize location entries? Is there an easier way to relate circuits? Billing: How to simplify/improve discount plans for Ethernet? Switched Access Trunks and Circuit Billing and the proper population of the inter/intra designations? HAWAIIAN TELECOM 96www.cdg.ws

UP TO DATE AGING SCREEN – Develop a screen that would show the Balance dues for each Ban at the present time. This balance would reflect any payments or adjustments. I believe this is already part of the E-Bill module. This would be very similar to running the AC0110 however this would be a screen providing all the BANs similar to the Balance due screen only real time. If number one is not an option, provide number 2. BALANCE DUE SCREEN – Have an additional view key that would sort by IXC then CO#. There are different times that a payment is made by a carrier as a lump sum for several companies and this would make it easier to see how to apply. Currently only has Billing number as second view. ARMSTRONG TELEPHONE 97www.cdg.ws

Would it be possible to have XX state for ALEC for companies that you have established as a Multi-State Billing? Additionally this would waive other screen State requirements. Currently I had to add an OCN for 1 state and another OCN for the next state, etc. I would like to keep all under one OCN and have the End Office determine which state I am billing. ARMSTRONG TELEPHONE 98www.cdg.ws

IntraMTA Usage Disputes: On FGD terminating traffic, carriers have been asking us to apply "IntraMTA factors" to their FGD terminating traffic. The disputes says that the LD traffic terminated to us was originated by a wireless phone, terminated over the LD network and is within the MTA therefore not subject to access charges. Questions: How are other carriers handling this issue? Is there something in the CDG system that would allow us to apply "IntraMTA factors“? EARTHLINK 99www.cdg.ws

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