Appendix 3
Page 1 of 1
Solix, Inc.
Vermont Universal Service Fund
With VPSB concurrence, subsequent fiscal years would follow the same schedule of events as
shown below:
ON-GOING ANNUAL ACTIVITIES
(July – June fiscal years)
RESPONSIBILITY
COMPLETION DATE1
Carriers / Solix
Monthly – 15th
2. Send payments to qualified recipients
Solix
Monthly, As Requested
3. Send statements to participants with account
balances
Solix
Monthly – 5th
4. Contact participants that are delinquent in reporting
to the VUSF
Solix
Monthly – 5th
5. Provide VPSB with VUSF activity reports
Solix
Monthly – 15th
6. Provide projections of fiscal year assessments
revenues to the VPSB
Solix
1/15/xx & 4/15/xx
or as determined by the
VPSB
7. Order issued approving annual assessment rate
VPSB / Solix
ITEM
1. Receive assessments from carriers
8. Send annual assessment information and
instructions to VUSF participants
9. Send unaudited annual financial statements to the
VPSB
10. Assist with independent audit activity
11.Audited annual financial statements due to the
VPSB
1
As determined by the
VPSB
Solix
7/1/xx
or as determined by the
VPSB
Solix
9/15/xx
External auditor / Solix
10/1/xx – 12/1/xx
External Auditor
12/1/xx
Ongoing activities will be completed in accordance with the proposed schedule or on the closest business day if the completion date falls on a weekend or
holiday in any given year.