Assessments

Certain companies are subject to the following three (3) assessments:
Missouri Universal Service Fund assessment 

Who must remit:

  • ILECs, CLECs, IXCs, IVoIP providers with annual net jurisdictional revenue (NJR) of $24,000 or more. 

Assessed amount: 

  • .0010 * net jurisdictional revenue (intrastate retail revenue).

Assessment clarifications:

  • Net jurisdictional revenue does not include revenue from wholesale services, payphone operations, taxes or uncollectibles.    

How to remit: 

Payment frequency: 

  • Monthly, Quarterly or Annually depending on a company's NJR. Companies with less than $24,000 annual NJR are not required to remit. For more information, visit MoUSF
     

Missouri PSC Assessment

Who must remit:

  • ILECs, CLECs, IXCs, IVoIP, payphone and STS providers.

Assessed amount: 

  • .0012358624 * intrastate retail and wholesale revenues.   

How to remit: 

  • The PSC will mail an Assessment Notice in June with a payment due date by July 15.

Payment frequency: 

  • Once per year (July 15); however, companies have the option of making quarterly payments.
     

Relay Missouri Assessment

Who must remit:

  • ILECs, CLECs and IVoIP providers.

Assessed amount: 

  • $.04 per line.   

Assessment clarifications: 

  • All companies must recover assessment through consumer surcharge labeled "Relay Missouri surcharge".
  • Companies providing basic local telecommuncations service or IVoIP service are required to apply the Relay Missouri surcharge to each access line with a cap of 100 access lines per subscriber location. Clarifications regarding lines:
  • The number of access lines associated with a high capacity circuit should be determined on a voice-grade equivalent basis. For example, one high-capacity circuit equipped with 24 voice-grade channels should be considered 24 access lines.
  • One line connected to a private branch exchange (PBX) should be considered one access line.
  • The number of lines associated with Centrex service to a subscriber's location should be the number of Centrex stations capable of being used simultaneously.
  • Companies are allowed to deduct from the amount collected, a retention amount equal to up to $30.00 or 1% of the amount collected, whichever is greater. If the total surcharge collected is less than $30.00 in Relay Missouri surcharge revenue, then this form does not need to be submitted. This form only needs to be submitted if a company is submitting funds.

How to remit: 

  • If a company has collected less than $30.00 monthly in Relay Missouri surchage revenue, then this form does not need to be submitted. This form only needs to be submitted if a company is submitting funds. 

Payment frequency:

  • Monthly.
     

Note: Any company desiring temporary relief from assessment obligations during a pending bankruptcy should file a letter to the PSC. The letter should be filed into EFIS (Electronic Filing Information System) as a non-case related submission indicating the date of filing for bankruptcy, bankruptcy court, case number and chapter number. A subsequent letter should be filed when the company emerges from bankruptcy.  

 

 

 

 

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