2. Orientation Co-Leaders Marilyn Haroutunian –WorldCom John Pautlitz –ATIS Brenda Wallace –BellSouth

3. Agenda Welcome and Introductions –Name, Company, Committee Overview OBF Committees Issue Process

4. Alliance For Telecommunications Industry Solutions - ATIS Sponsor of industry forums / committees - the OBF is one such committee – ATIS Org Chart is included in Handouts Addresses exchange access interconnection standards and other technical issues in post- divestiture telecommunications environment Conducts open meetings See the ATIS web site for a list of other industry forums sponsored by ATIS: http://www.atis.org

5. Carrier Liaison Committee

6. OBF Background The Ordering and Billing Forum (OBF) was established in February 1985 Based on a need for Carriers to discuss operational ordering, provisioning, billing and presubscription access service issues which had national impact Expanded to include CLEC issues 1995

7. OBF Mission Statement To provide a Forum for customers and providers in the telecommunications industry to identify, discuss and resolve national issues which affect ordering, billing, provisioning and exchange of information about access service, other connectivity and related matters –Mission statement has been revised over the years to accommodate industry needs

8. What is OBF About? OBF Participants define: –External exchange of information in a customer/provider scenario –Data elements, data characteristics, paper formats, business rules, and in some cases, mechanized specifications OBF does not address: –Internal operations of a particular company, whether it be customer or provider –Products: pricing, costs and individual company implementation timelines

9. OBF Participants Telecommunications Services Companies –Customers –Providers Consultants Vendors (e.g., software companies, service bureaus, consultants) Participants of other ATIS-sponsored forums Liaisons from other forums, committees Other individuals with a direct and material interest in the OBF process and activities

10. OBF Operating Principles OBF develops Operational Guidelines Guidelines are non-binding Issues are “National in Scope” Issue resolution is by consensus Resolution implementation is voluntary Participants expected to be fully prepared to discuss issues and participate in consensus process

11. OBF Meeting Timeline Quarterly meetings of entire OBF Interim Full Committee Meetings, as necessary Interim Task Force/Sub-Committee Meetings for a specific purpose Meeting Agendas placed on OBF web site

12. OBF Funding Companies OBF Funding companies are critical to the success of the OBF –Companies may observe one OBF before funding required –Funding companies share in OBF costs (administrative, management, legal counsel, web site, etc.) –Funding scale tiered by company revenues Each Funding Company designates a Primary Company Contact (PCC) who is the single point of contact for your company

13. OBF Primary Company Contacts (PCC) The Critical Role of the PCC –Provide strategic direction –Coordinate your company reps across all OBF committees –Work with OBF Leadership in resolving and correcting participant identified concerns If you are your company’s only rep, you are the PCC!

14. OBF Leadership Moderator/Assistant Moderator Committee Co-Leaders Task Force and Subcommittee Leaders ATIS OBF Director and OBF Manager Committee Administrators/SMEs –Provided by ATIS and Cap Gemini Ernst & Young Listing of Leaders and Administrators is included in handouts

15. Process Improvement OBF encourages critical evaluation for change of the process Process Improvement Team (PIT) forumprocess suggestions –Addresses forum process suggestions submitted by OBF participants –Meets to discuss improvements to the OBF processes –Includes representation from each committee –PIT led by OBF Assistant Moderator Meeting evaluation form for other suggestions

17. How Do I Identify An Industry Problem Or Need To The OBF?

18. OBF Is Driven by Issues Identified By Industry Participants

19. OBF Issue Process Issue Identification Form Issue Champion –Identification of Issue –Development of Issue Committee –Issue Acceptance –Work Issue –Develop Resolution –Closure Process Initial Closure Final Closure

20. Issue Champion Person who identifies, develops and submits the issue to the OBF committee for consideration

21. Champion Responsibilities Socialize the proposed issue and resolution with other committee participants Completes the OBF Issue Identification Form –Provide to Committee Administrator at least 14 days prior to meeting Be prepared to –Present the issue to the committee –Respond to the questions and concerns of committee –Lead the discussion of the Issue in all committee meetings until resolved Ensure accuracy of ongoing documentation

22. Committee Participants Responsibilities Download and review all agenda files Socialize all issues (including proposed new issues) with internal company Subject Matter Experts Contact issue champion for clarification on issues PRIOR to OBF committee meeting Be prepared to state your company’s needs and position Bring meeting agenda files with you to the meeting Be prepared to discuss all issues

23. Issue Identification Form Issue Title Issue Statement/Business Need Impact on Other Issues/Procedures Desired Result(s) Committee Assignment –Associated Committee Issue Champion –Contact Information

24. Issue Statement A clear, concise definition of the business problem or need as it relates specifically to the customer and provider Should clarify –“What” makes this a problem –“How” the industry is impacted –“Why” it needs to be resolved (benefits or consequences to the industry)

25. Impact to/of Other Issues or Procedures Identify, if possible –OBF defined processes potentially impacted –Previously resolved or current OBF Issues that may be impacted/changed –Other forums potentially impacted (e.g., NIIF, T1M1)

26. Desired Results Your view of what is required to resolve the issue –Represents an initial view of what’s required, the actual resolution may be very different –Multiple suggestions for desired results may be included Should include –Proposed changes to existing documentation –Any proposed new documentation requirements –Normally provided as an attachment

27. Other Information Issue Title –Provide a succinct descriptive title for the proposed issue Document Name(s) –Identify the OBF document(s) potentially impacted by the proposed issue Industry Segment –Identifies the Industry Segment(s) that are impacted by the proposed issue

28. Other Information Committee Assignment –Identify the OBF Committee you believe should address the issue Associated Committee –Identify any other OBF committees whose process may potentially be affected by this issue, and who should, at a minimum, review the committee “agreed to” proposed resolution before “Final Closure: Contact Information for Issue Champion

29. Issue Process Note Some committees may have additional information requirements that would normally be submitted with any proposed new issue - check with the Committee Co-Leaders!

30. Issue Acceptance Criteria Issue is Clearly Defined via Issue Statement –Documented desired results –Issue Champion is identified Issue is National in Scope Customer/provider issue No Existing Solution –OR existing solution can be enhanced to gain operations efficiencies

31. Working the Issue: After acceptance, issue is prioritized by committee and added to agenda Co-leaders facilitate issue process Issue champion leads discussion/ participants actively contribute to discussion Participants may provide contributions to help move issue towards resolution Issue resolutions are developed by consensus

32. What is Consensus? The method used by the OBF committees to reach resolution of issues Established when substantial agreement has been reached among interest groups participating in the issue at hand Interest groups are those groups materially affected by the outcome of the result

33. What is Consensus? Substantial agreement means more than a simple majority, but not necessarily unanimous agreement Remember: A PARTICIPANT’S SILENCE WILL BE PERCEIVED AS CONSENSUS!

34. Issue Closure A time-sensitive acceptance process for issue resolutions that ensures “due process” Initial Closure/Final Closure Time Frames –An issue must be in Initial Closure for a minimum of 42 days and pass through at least one OBF General Session before it can be placed in Final Closure –The process allows everyone ample time to consider the resolution

35. Walk-In Issues Should be the RARE exception –Not preferred method of issue introduction –Meets issue preparation and introduction criteria with the following exceptions: Were not submitted to Committee Administrator 14 days prior to start of meeting Do not appear on the Committee Agenda Issue champion MUST bring enough paper copies for entire committee (and electronic version for Committee Administrator) Might not be worked in the meeting in which they are accepted

36. Process Concerns You Have The Right To Be Heard Know How To Escalate to: –Committee Leadership –Your PCC –OBF Moderator/Assistant Moderator

37. Meeting Etiquette As Participants: Prepare for the meeting Be on time and ready to fully participate Exhibit professionalism and respect for other participants Contribute constructive ideas to the discussion Listen openly to the ideas of others Consider the issues objectively Contribute to the orderly conduct of the meeting –Provide feedback to the meeting leader –Carry out agreed upon actions –Actively engage in issue discussion, even when you are in agreement with the issue –Ask questions

38. Process/Resolution Inhibitors New participant insecurity Attendees who dominate the meeting Attendees who do not actively participate Lack of openness to new ideas Lack of preparation

39. Want To Know More? Review the OBF Guidelines Review the “Welcome New Attendees” handouts Ask about Committee Mentors Ask questions Check out the ATIS web-site Network at OBF reception on Tuesday evening Visit OBF Support Office

40. http://www.atis.org/atis/clc/obf/obfhom.htm Web Site contains valuable information: –Meeting Calendar and Agendas –Issue Index - by number and committee –Meeting Notes and Attachments –Access to OBF Documents - password protected Password information for each OBF Funding Company is provided to your PCC ATIS/OBF Web Site

41. How To Page Helpful Hints on OBF Processes - Page Under Development

42. Meeting Calendar/Agendas

43. Issue Index

45. Meeting Notes/Attachments Download by OBF #

46. Meeting Notes/Attachments Or Download by Committee

47. OBF Documents

48. Document Description Document Download

49. OBF Exploder Lists Notification of OBF activities are sent via e-mail through the use of “Exploder” distribution lists Information on “subscribing” & “unsubscribing” at –http://www.atis.org/atis/CLC/obf/obfemail.htm Subscribe Today

50. Contact Information All Committee Leadership Contacts Are Listed On This Web Page

51. Why You Are Here You are the industry experts You are the best representative to address your individual company’s business requirements OBF process works best with broader industry representation You are NOW ready for the challenge!

52. Questions Open Discussion