THE CITY OF

SAN JOSE,

CALIFORNIA

 

REPORT ON CABLE-RELATED

NEEDS AND INTERESTS

AND OPERATOR PAST PERFORMANCE

 

June 11, 2001 Draft for Public Comment

 

City of San José, California

 

TABLE OF CONTENTS

 

I.          EXECUTIVE SUMMARY................................................................................................... 3

A.        Purpose of Report and Action Requested.................................................................. 3

B.         Summary of Community Cable-related Needs and Interests....................................... 4

1......... What was done............................................................................................. 4

2......... Summary of Future Cable-related Needs and Interests................................... 4

(a)....... System Design – Generally................................................................ 4

(b)....... PEG use of the system....................................................................... 6

(c)....... Institutional network.......................................................................... 8

(d)....... Miscellaneous.................................................................................... 8

3......... Relationship of needs and interests to settlement........................................... 10

II.         BACKGROUND AND PURPOSES OF THIS REPORT.................................................. 10

A.        Why Renewal Is Important, And Why This Report Is Being Submitted..................... 10

B.         How the Ascertainment Was Conducted, and How We Arrived At Our Conclusions on Cable-Related Needs and Interests.     16

C.        Structure of the Report............................................................................................ 19

III.       IDENTIFICATION OF FUTURE, CABLE-RELATED NEEDS AND INTERESTS........ 19

A.        General System Design............................................................................................ 19

1......... Developments in the industry........................................................................ 20

2......... The Ascertainment in San José..................................................................... 26

(i)         Our community................................................................................ 26

(ii)        The ascertainment studies................................................................ 27

B.         Other Issues............................................................................................................ 33

C.        Support for Public, Educational and Government Use............................................... 35

1......... General trends............................................................................................. 35

2......... The results of the ascertainment in San José.................................................. 37

D.        System Construction And Extension Issues.............................................................. 46

1......... Time for completion..................................................................................... 46

2......... System extension......................................................................................... 47

3......... Supervision of construction.......................................................................... 47

4......... Coordination of construction........................................................................ 48

IV.       FRANCHISE CONDITIONS AND OTHER REGULATORY ISSUES............................ 50

1......... Term........................................................................................................... 50

2......... Franchise Fees............................................................................................ 51

3......... Scope of Grant............................................................................................ 51

4......... Transfers..................................................................................................... 52

5......... City’s Exercise of Police Powers and Modification of Applicable Rules and Ordinances 53

6......... Compliance with Applicable Laws............................................................... 53

7......... Severability................................................................................................. 53

8......... Insurance Requirements; Indemnification; Bonds; Letters of Credit; No Recourse          53

9......... Liquidated Damages.................................................................................... 54

10....... Termination................................................................................................. 54

11....... Relationship of Remedies............................................................................. 54

12....... Abandonment.............................................................................................. 54

13....... Conditions on Use of Public Rights-of-Way................................................. 55

14....... Customer Service Provisions....................................................................... 55

15....... Rate Regulation........................................................................................... 56

16....... Reports and Records................................................................................... 56

17....... Non-Discrimination..................................................................................... 56

V.        PAST PERFORMANCE................................................................................................... 56

 

I.                   EXECUTIVE SUMMARY

A.                 Purpose of Report and Action Requested.

            Heritage Cablevision of California, Inc., providing services as AT&T Broadband  (“AT&T”) has asked the City of San José to issue it a renewal cable franchise.  The City must decide whether to grant or deny this request.  To that end, staff has prepared this summary of the community’s future, cable-related needs and interests, and an evaluation of the past performance of AT&T.  The report refers to three other studies, commissioned by the City, which also discuss and identify several of the needs and interests of the community, and evaluate the existing systems.  Staff believes that these reports are accurate, and this report adopts the needs and interests identified in those reports.

 

            In addition to identifying needs and interests, as part of the preparation of this report staff has developed certain renewal requirements, consistent with the Cable Act.  Also as contemplated by the Cable Act, staff has prepared a document that requests that AT&T submit a proposal, showing how it intends to satisfy the community’s future, cable-related needs and interests in any renewal term.  The requirements that staff recommends for adoption are reflected in that request for renewal proposal (“RFRP”), which is attached to this document.  In the RFRP, the operator is asked to explain why it believes it should be entitled to renewal, and is required to provide certain information that the City will use in evaluating any proposal.

 

            In connection with the issuance of this report, staff asks the City Council to take two actions:

 

            1.         Adopt the findings of this report (and the City-commissioned studies referenced in it) and the draft RFRP with respect to the needs and interests of the community, and the past performance of the cable operators.  Once this is done, staff asks that the Council close the first stage of the cable renewal proceedings, which is described below.

 

            2.         Authorize the issuance of the RFRP as attached to this report with a deadline for response of October 19,   2001, and confirm that the requirements and model system are the requirements and the model system that the City Council believes will help meet the needs and interests of this community.

 

B.                 Summary of Community Cable-related Needs and Interests

1.                  What was done.

         As part of the renewal process, the City commissioned several studies.  The Buske Group developed an “Ascertainment And Recommendations Regarding Community Cable-Related Needs And Interests for the City Of San José, California” (the “Buske Group Report”).  Columbia Telecommunications Corporation (“CTC”) inspected the condition of the subscriber network.  In addition, CTC conducted an ascertainment of the information technology (“IT”)  needs of various City departments and interviewed the City’s IT director, and developed recommendations for an institutional network and for a subscriber network design based on those discussions, as well as discussions with the Buske Group and the company’s experience in the field.  The report on the subscriber network is titled “San José, California Cable Television System Technical Evaluation”  The institutional network report is titled “City of San José Institutional Network Report.”  These reports are referred to, respectively, as the “CTC Technical Review” and “CTC I-Net Report”).  Further, in the course of preparing this report, staff has reviewed our conclusions with The Buske Group and CTC and sought clarifying information where necessary. 

 

         The City itself conducted a series of hearings on cable, consulted with superintendents and information technology  personnel from the school districts, gathered information from subscribers through phone calls and letters, and reviewed the CTC and Buske Group findings in light of its own familiarity with the community.  In addition, staff reviewed a series of forward looking vision studies conducted by various City agencies.  These studies include:

 

·  “Strategy 2000 -- San José Greater Downtown Strategy for Development”

·  “City of San José Information Technology Master Plan”

·  “The Silicon Valley ITS Strategic Plan”

·  “The San José Public Library Branch Facilities Master Plan”

·  “City of San José Greenprint for Parks and Community Facilities and Programs”

     

2.                  Summary of Future Cable-related Needs and Interests

(a)                System Design – Generally

                         

·        There is a need and interest in the system being rebuilt to state-of-the-art with substantially greater capacity, reliability and flexibility to respond to changes in cable television that could be expected over a new franchise term.  A system that that will meet this need and interest would have the characteristics of an 860 MHz system, with fiber to the node, small nodes, and minimum active components in any cascade, or a system with similar characteristics that is capable of providing the level of functionality described below.  Staff recommends that the City require the operator to build a such a system.[1]

 

·        There is a need and interest in two-way activated facilities and equipment with ample bandwidth upstream and downstream to support broadband, advanced cable services, such as two-way Internet access via the cable system, as well as live, original programming from locations throughout the City.  AT&T has taken the position in filings before the FCC that internet access over the cable modem platform is a cable service.  However, AT&T continues to claim that the issue is called into question by the Ninth Circuit’s decision in Portland.[2]  Regardless of whether AT&T is wrong or right, the ascertainment suggest that there will be a need and interest in interactivity for both commercial and non-commercial purposes.  Staff recommends that the City require the operator to provide the facilities and equipment required to meet this need and interest.

 

·        There is a need and interest in the system being designed so that it sufficiently flexible to respond to increases in consumer demand over the franchise term.[3]  There is also a need and interest in having the system include equipment and facilities typical of well-designed, modern cable systems, and the equipment and facilities required to maximize consumer choices.  Staff recommends that the City require the operator to provide the facilities and equipment required to accomplish this.  

 

·        There is a need and interest in having the cable system provide service to residential and non-residential locations throughout the entire City upon request.  Staff recommends that the City require the operator, as part of the system rebuild, to extend service throughout the downtown area and into all residential areas of the City.  Service should be available in other areas of the City as well, although the operator could require persons who desire service to share in extension costs outside a universal service zone.

 

·        There is a need and interest in having the cable system interconnected to other communications networks inside and outside the City so that signals can flow back and forth across the systems.[4]  Staff recommends that the City require that the system be interconnected with other networks as necessary. Staff recommends that the City require the operator to provide the facilities and equipment required to accomplish this.

 

·         There is a need and interest in the system including useable emergency alert capabilities that allow the City to remotely and securely override the audio and video portion of all channels in the event of an emergency.  This system should permit the City to send out a local emergency alert throughout the City, and should also function effectively as part of a regional, state, and national emergency alert system.  Staff recommends that the City require the operator to provide the facilities and equipment required to accomplish this.

 

·         There is a need and interest in ensuring that the system keeps pace with technological developments over the franchise term. Staff recommends that the City require the operator to provide the facilities and equipment required to accomplish this.

 

·        There is a need and interest in having the system rebuilt promptly, and pursuant to a rational plan that minimizes the disruption to the City and to subscribers.  Staff believes that a four-year rebuild schedule is reasonable; the rebuild should proceed according to a rational plan; and staff recommends that the City establish requirements to this effect.

 

(b)               PEG use of the system.

 

                 Existing PEG operations are inadequate to meet the community’s future, cable-related needs and interests.  The Public Access operation may have served a few groups well, but on the whole the Public Access operation in this community has not been managed well.  Facilities and equipment and support for Public Access use of the system is limited and not adequate.  Educational Access in this community has been limited, and is also not adequate.  The Community Colleges have utilized an Educational Access channel for distance learning programming, and their usage has risen to the level where they are entitled to a second channel under the terms of the existing franchise – and the City has recently requested that channel on their behalf.  However, there has been no channel for K-12 Educational Access programming.  Government Access now provides coverage of City Council meetings as well as a community bulletin board.  However, more facilities and equipment are needed to enable the Government Access to produce more programming, both in its current space an in an expanded facility one the operation is relocated in the new City Hall.  Therefore, the community cable-related needs and interests with respect to PEG Access use of the system are: 

 

·        There is a need and interest in having additional capacity set aside on the system for public, educational and government use; at least 4 channels should initially be available, as the rebuilt system is activated, a fifth channel should be provided.  These channels should be available for transmission of information in a variety of formats, and more capacity should be available if needed to meet cable-related community needs and interests.  There is a need and interest in having sufficient capacity set aside or shared to allow the public to able to take advantage of future interactive (two-way) capabilities of the system, in order to receive, originate, and use interactive PEG programming.  Additionally, there is a need and interest in the operator providing capacity for PEG that can be used for digital PEG programming.  Staff recommends that the City adopt the channel capacity requirements in the RFRP to this end.

 

·        There is a need and interest in having facilities and equipment support for PEG access, adequate to ensure that PEG channels will be available to all potential users in the community.  To make PEG a reality in this City, it is important that PEG facilities be available to all parts of this very diverse community.  This is even more important here, where the costs of real estate militate in favor of the efficiencies of shared facilities, because of the large geographic area that the access facilities must serve.  Staff recommends that the City adopt the facilities and equipment requirements in the RFRP.  This will require establishment of at least two PEG facilities and a continuation of existing support for a period. 

 

·        There is a need and interest in having the facilities and equipment available so that the access channels can be programmed from central locations, without the assistance of the cable operator.  There is a need and interest in being able to originate programming from remote locations on the cable system. Staff recommends that the City require the operator to provide the facilities and equipment required to accomplish this.

 

·        There is a need and interest in having access managed by an entity designated by the City, subject to rules that are designed to encourage access use.  Staff recommends that the City adopt requirements in the RFRP to meet this need and interest. 

 

·        There is a need and interest in having the system available in schools, libraries and other public buildings, so that those entities can at least receive educational and governmental service provided over the cable system, at no charge.  Staff recommends that the City adopt facilities and equipment requirements consistent with this goal.

 

(c)                Institutional network

 

                 In many communities, operators construct “institutional networks.”  These institutional networks are communications networks designed primarily to provide services to subscribers other than residential subscribers – small businesses and the like.  An institutional network might be used to deliver a variety of advanced services to small businesses in San José.  Our report concludes:

 

·        There is a need and interest in the system constructing an institutional network capable of providing advanced services to non-residential subscribers.

 

·         Capacity on that network should be provided at least for educational and government use, to link City facilities and other public buildings (including schools, libraries, public safety facilities and others) for a variety of two-way video, voice and high-speed data communications with each other.  It is the intent of the City to use the capacity provided in a way that will improve educational services in the community, and that will allow government to provide information to the public and serve the community more effectively.  It is also the intent of the City to use the network to improve public safety by, for example, making it easier to train police and fire personnel without removing them from service. The institutional network should also permit the City to cut expenses, without reducing services.  Thus, the institutional network should be designed in such a way as to minimize the costs to the end user, and to maximize their ability to use the equipment that is now in place.   The institutional network should also be designed so that it can readily expand to meet future increases in City needs, both in the capacity of the network and in the number of sites served by the network. Staff recommends that the City establish facilities and equipment requirements, and capacity requirements that would result in the creation of a highly flexible, and reliable, institutional network.

 

(d)               Miscellaneous.

 

Under the Cable Act, there are a number of areas where a community must establish requirements in an RFRP; a number of places where requirements cannot be established; and some areas where the community may act unilaterally.  In this case, we propose to establish requirements in an RFRP, as contemplated by the Cable Act, and establish certain other conditions unilaterally, as permitted by law.  To this end we have developed a model franchise which establishes certain contractual obligations each operator would be required to assume.  The operator will also be required to satisfy a Cable Ordinance which would be part of the City’s municipal code.  The provisions that are included in the Model Franchise and in the Cable Ordinance are justified by the needs and interests of the community, although, in the City’s view, these requirements are not subject to the Cable Act’s  “needs and interests” test (the requirements involve an exercise of the City’s basic police and governmental powers).  Among other things, the staff concludes:

 

·        A long franchise term does not serve the public interest, both because the system may become outdated, and because PEG and I-Net requirements may need to be revisited.  Changes in law could require that some obligations be changed.  Also, because the Cable Act protects a cable operator against unfair franchise denial, a shorter term may be more reasonable.  Staff recommends that the City limit the term to 10 years if all the needs and interests identified in this report are adequately met.  However, staff would recommend that the franchise be much shorter to the extent that these needs and interests are not met.

 

·        A 5% franchise fee should continue to be charged.  This is now a standard part of the “rent” that is charged to cable operators for use of  cities’ valuable rights of way.  By charging a rent, we ensure that the cable operator pays a fair amount to use the rights of way.   A franchise should establish a broad definition of gross revenues which ensures that the operator pays the franchise fee based on all revenue which the City is entitled to collect the 5% fee on.  As the 5% fee limit is a form of “rent control,” the City should also have the right to increase the fee if the law changes.

 

·        A franchise should include provisions that ensure the franchisee will comply with its obligations, and which ensure that the City bears no cost as a result of the use of the rights-of-way by the cable operator.

 

·        A franchise should ensure that the operator will use the rights of way in a manner that minimizes the risk of damage and undue interference with public and private property.  The franchise should ensure that the operator’s use is secondary, and therefore should be clear that no property rights, or any other implied rights, are being granted.  The franchise should be subject to conditions that ensure that goals of this community – undergrounding facilities for example – can be satisfied without undue public burden. 

 

·        A franchise should ensure that franchisee will not discriminate against potential subscribers, employees or subcontractors on any unlawful ground.

 

·        The system should be required to provide good customer service.  Rates should be subject to regulation to the extent not prohibited by law.

 

·        The City should have the tools to monitor and enforce franchise and ordinance requirements.  A franchise should provide those tools, and should require the operator to comply with such requirements, including those which the operator disagrees with, unless and until the operator has obtained relief in a court of competent jurisdiction.

 

·        A franchise is personal in nature, and based on an assessment of the unique financial, legal, and technical qualifications of the individual grantee, along with that grantee’s history of performance.  Thus, the franchise should ensure that no one may succeed to the franchisee’s rights, by any means, without the City’s permission.

 

·        Each franchisee should be subject to the ongoing exercise of the City’s police, regulatory and other powers.  The City needs the ability to respond to changing circumstances, over time.  

 

3.                  Relationship of needs and interests to settlement.

On December 18, 2000, the City entered into a settlement agreement with Heritage, which addressed some of the City’s needs and interests, but preserved the City’s rights to require more through the renewal.  In preparing this report, Staff has taken into account that  settlement agreement.  PacBell had begun, but abandoned, construction of a cable system in the City.  PacBell subsequently sold its cable facilities to Heritage.  In order to permit Heritage to take advantage of those facilities, the City entered into a settlement agreement under which it agreed to issue permits so that Heritage could integrate the PacBell plant into its plant; and under which Heritage agreed to rebuild its cable system in the PacBell area.  Heritage also agreed to rebuild the remainder of its cable system as part of the settlement.

 

By its terms, the settlement does not prevent the City from requiring a more advanced design than was agreed to; it does not prevent Heritage from proposing a less advanced design.  By its terms, the agreement cannot be used as proof of cable-related needs and interests, one way or the other.  However, after reviewing the settlement agreement in light of the completed needs assessment, staff concludes that with some important exceptions the system design described in the settlement agreement generally meets the needs and interests of the community.  Those exceptions, as well as a number of other important issues that the settlement agreement did not address, are  described in the RFRP.  Staff recommends that the City require the operator to build a system that meets the needs and interests of the community as specified in the RFRP and incorporate provisions of the settlement agreement in a final franchise as appropriate.

 

II.                BACKGROUND AND PURPOSES OF THIS REPORT

A.                 Why Renewal Is Important, And Why This Report Is Being Submitted.

            Cable television systems operate pursuant to franchises issued by local governments.  A franchise authorizes the operator to provide cable service, and to occupy public rights-of-way for that purpose.  The franchise sets out the terms and conditions under which service is to be provided.  Cable service in this City is provided by Heritage Cablevision of California, Inc., providing services under the name AT&T Broadband.   There is a dispute as to whether Heritage now lawfully holds the franchise (the City contends that there were unlawful transfers) which we discuss below.  The Franchise which Heritage claims gives it rights to operate with the City was originally set to expire on December 31, 2000, and which has been extended by the City until June 30, 2001, with an automatic 3-month extension.

 

            When a franchise is about to expire, a City has a rare opportunity to review the performance of the cable operator, and ensure that the operator will meet the needs and interests of the community for the future.  The opportunity is rare because franchises are issued for periods of years.  At the time of renewal, the City can establish requirements for system upgrades, to ensure that the community has adequate infrastructure.  The City can ensure that everyone has real opportunities to originate, as well as receive programming.  And, the City can ensure that service will be reliable, and that the company will be in a position to bring the benefits of advances in cable technology into our homes and schools.   This report is intended to look to the past, and to identify what is needed for the future; based on this information, the City may ultimately determine whether or not Heritage may continue to operate in San José.   

 

            Overall, the City staff has concluded that (1) this community has been underserved for many years; and (2) the cable franchisee has failed to satisfy its obligations to the City.  Examples of under-service are many and varied.  The subscriber system is outdated; unreliable, and at its technical limits.  Indeed, the subscribers still receive their service via an antiquated “A/B switch” system that was initially constructed and 1967 and 1968.  Inspection and testing by CTC demonstrated that portions of the system are not in compliance with technical standards, and the physical plant is in generally poor condition.  The inspection further revealed safety-related problems, and conditions that may adversely impact signal quality. 

 

            As another example, there is a great deal of demand in this community for channels, facilities and equipment that will permit members of the public, educational institutions and government agencies to produce and disseminate programming.  This type of programming – so-called “public, educational and government (or “PEG” access),” serves critical public interests. Access requirements help eliminate the danger that our society will be sharply divided between information “haves” and “have-nots.”  As the National Telecommunications and Information Administration (NTIA) has noted, “[b]ecause information means empowerment — and employment — government has a duty to ensure that all Americans have access to the resources and job creation potential of the Information Age.”[5]  However, our review shows that the cable operator is not providing adequate support for PEG programming.  The policies at the existing public access facility, managed by the operator, are designed to discourage programming, not encourage it.  The facility is available only at limited hours, and there is a long waiting list of groups who wish to, but cannot, use the facility.  Further, those who do use the facility generally have to pay the operator’s staff to operate the equipment, because is no formal training program provided to encourage community groups to learn to produce their own programming.  

 

            Finally, both customer complaints on file with the City, and the findings of the Buske Group, indicate that customer service provided by the operator has been substandard.  By adopting this report, the City will be making it clear that changes in the level and quality of service provided by the operator need to occur, and will dictate what sort of changes are necessary.

           

            Examples of the operator failing to satisfy its obligations to the community are equally numerous and varied.  One fundamental example is the actual identity of the franchisee itself.  The City renewed a non-exclusive franchise for Gill Industries, doing business as Gill Cable, to operate a cable system in the City in January, 1986.  Among the obligations accepted by the franchisee was the obligation not to transfer the franchise without the consent of the City.  In 1988, however, Heritage took over ownership and control of the franchise.  Subsequently, Heritage was acquired by TCI, and in 1999, by AT&T.  The City, however, never consented to any of these ownership transfers, and Heritage continues to fail to seek such consent, despite notice from the City that it considers the transfers to be a franchise violation.  Thus, staff continues to dispute whether Heritage holds a valid franchise or not.  Further, under the terms of the franchise, Heritage was to provide a network connection to 17 municipal buildings, to facilitate electronic communication between these buildings.  Heritage failed to provide such a connection, despite requests and notice from the City.  Further, Heritage has failed to comply with certain City rate orders, repeatedly using the fact that it has appealed the orders to the FCC as its excuse.  However, the FCC never issued a stay of the City’s orders, and therefore Heritage was obligated to comply, notwithstanding the pending appeals. 

 

            Cable systems once served merely to retransmit broadcast television signals.  They have now, however, become “a dominant nationwide video medium,”[6] with many companies rebuilding or poised to rebuild their systems into "electronic information highways."   In fact, even though the broadcast networks’ audience share had steadily declined, cable network viewing shares have continued to increase.[7]  The development of these electronic highways has the potential to significantly change the way people live, work, and interact with each other by providing users access to vast quantities of information, services and entertainment in a variety of forms.  As a result, a local government has a compelling interest in ensuring that a cable system is adequately designed and constructed to help satisfy the community’s cable-related needs and interests; that good service is provided  for the price paid; that services are available to all; and that the flow of information is not monopolized by the companies that owns the cable networks.  These interests are reflected in federal, state and local law.[8]

 

            The foregoing interests are particularly strong because, in order to operate, cable systems must occupy scarce and valuable public property — property that the public effectively pays to acquire and maintain.  AT&T’s cables are on poles and underground in rights of way throughout the City.  The City, as trustee of the public’s interest in this property, has a compelling interest in ensuring that the companies use this public property in a way that benefits the entire community.  This means, among other things, that the City must ensure that public property is used in optimal ways, and that the public receives fair compensation — in the form of franchise fees and other conditions — for the use of its public property to provide cable service.

 

            As a matter of state law, recognized and modified by federal law, these interests and others are protected, in part, through the franchising process. 

 

            Many in the community no doubt want the City simply to put the franchise up for competitive bid, and then award franchises to the best operator.  That, however, is not an option.  In 1984, the federal government passed a law that was intended to provide cable operators with a fair opportunity to obtain renewal.  To that end, the 1984 federal law – the “Cable Act”[9] – establishes two possible ways a community can respond to a request for a franchise renewal:  informal renewal negotiations and the statutory formal renewal process.

 

            Under the informal process, Congress contemplated that the City and a cable operator will meet informally and attempt to resolve franchise issues through negotiation.[10]  If the issues are resolved a City can, after providing the public with an opportunity for comment, adopt a renewal franchise.  An informal proposal can be rejected at any time.

 

            Alternatively, either the operator or the City can invoke the more formal renewal procedures set out at 47 U.S.C. Section 546(a)-(g).  These “formal” procedures give the operator the opportunity for a fair hearing on its renewal proposal.  At the same time, the procedures insure that a City can deny renewal if an operator has performed poorly in the past, or is not qualified, or is not willing make a reasonable proposal for meeting the community’s needs and interests for the future. Under the formal process, the City is given broad authority to define what the needs and interests of the community are.  It is up to the operator to then submit a proposal that is reasonable to meet the community’s cable-related needs and interests, taking into account the costs of meeting those needs and interests (the focus is the entire community, not just the individual subscribers currently receiving service).

 

            The legislative history of the 1984 Cable Act explains:

 

The ability of a local government entity to require particular cable facilities (and to enforce requirements in the franchise to provide those facilities) is essential if cable systems are to be tailored to the needs of each community [and the legislation] explicitly grants this power to the franchising authority.[11]

            More specifically, the formal renewal process under the Cable Act is a four-stage process.

 

            In the first stage, a City must conduct a proceeding to identify future, cable-related needs and interests of the community, and to review the past performance of the cable operators serving the community.[12]

 

            Once that proceeding is complete, the City may issue a request for renewal proposals (“RFRP”).  Because each renewal proposal is evaluated on its own merits, this RFRP cannot simply be a competitive bidding document.[13] The Cable Act specifically allows the City to establish the following requirements in an RFRP:

 

(1)        “that channel capacity be designated for public, educational or government use, and channel capacity on institutional networks be designated for educational or governmental use, and may require rules and procedures for the use of channel capacity designated....”  47 U.S.C. §531(b).

 

(2)        “for facilities and equipment.”  The legislative history explains that this includes requirements for institutional networks, studios, equipment for public, educational and government use, two-way networks, and so on.  57 U.S.C. §544.

 

            The Cable Act also states that “A franchising authority may establish and enforce  customer service requirements of the cable operator, and construction schedules and other construction-related requirements, including construction-related performance requirements, of the cable operator.”  The City staff believes that this language permits the City to establish these requirements unilaterally in a franchise (or through a regulatory ordinance), along with various other requirements established pursuant to the City’s police and other governmental powers.

 

            In the next stage of the renewal process, the operators submits a renewal proposal in response to the City’s RFRP.  “Any such proposal shall contain such material as the franchising authority may require.”  Id.   If an operator submits a timely and proper response,[14] the City has four months to evaluate the proposal, and decide whether to grant renewal based on the proposal, or to preliminarily deny renewal.  47 U.S.C. Section 546(c).

 

            Finally, if renewal is preliminarily denied, and an operator desires it, the City must commence an administrative proceeding.  The four issues that are considered at that proceeding are whether:

 

(A)       the cable operator has substantially complied with the material terms of the existing franchise and with applicable law;

 

(B)       the quality of the operator’s service, including signal quality, response to consumer complaints, and billing practices, but without regard to the mix or quality of cable services or other services provided over the system, has been reasonable in light of community needs;

 

(C)       the operator has the financial, legal, and technical ability to provide the services, facilities, and equipment as set forth in the operator’s proposal; and

 

(D)       the operator’s proposal is reasonable to meet the future cable-related community needs and interests, taking into account the cost of meeting such needs and interests.

 

            This report thus is being submitted to discharge one of the City’s important responsibilities under the Cable Act.   With the submission of this report, the City should be prepared to end step one of the formal process.  This report reviews the past performance of the cable operator, and concludes that it has failed to comply fully with existing franchise.  The report identifies cable-related needs and interests.

 

            Consistent with the Cable Act, this report identifies needs and interests and the accompanying RFRP identifies the requirements that must be satisfied in a proposal, in accordance with the Cable Act sections quoted above.  In addition to restating some of the key points of this report, the RFRP identifies a “model system” that could satisfy the requirements that staff recommends should be established.

 

            While this report identifies needs and interests broadly, not every need and interest identified has been translated into a requirement that is included in the RFRP.  That is because the federal law includes some limitations on what may be required in an RFRP. 

B.                 How the Ascertainment Was Conducted, and How We Arrived At Our Conclusions on Cable-Related Needs and Interests.

         As part of the renewal process, the City commissioned several studies.  The Buske Group developed an  “Ascertainment And Recommendations Regarding Community Cable-Related Needs And Interests for the City of San José, California” (the “Buske Group Report”).  This report incorporated the results of two telephone surveys performed by the Buske Group, and focus groups conducted by the Buske Group.  The Buske Group Report also disclosed the results of an inspection of existing PEG facilities and equipment in the City, and compared the results of the community-specific analyses performed in this case with work performed elsewhere.  The Buske Group examined the level of support required to satisfy the needs and interests of this City and the level of support provided in other communities (The goal of this review was not to come up with an “average” of the support provided in other communities.  Instead, the purpose of the review was to determine whether the level of support provided appeared to be reasonable and affordable).  Finally, The Buske Group reviewed plans developed by other agencies that bear on cable-related needs and interests, and took those plans into account in developing recommendations as to needs and interests.

 

         Columbia Telecommunications Corporation inspected the existing systems, and worked with The Buske Group and the City staff to develop recommendations for system design requirements.  CTC concluded that the portions of the networks devoted primarily to providing service to residential subscribers required a rebuild, with most existing equipment being replaced.  CTC’s recommendations for this part of the network, which we refer to as the “subscriber network,” are included in the “CTC Technical Report.”  CTC worked with key City departments to assess the City’s information technology needs and interests.  These departments include the Information Technology Department; the San José Libraries; The Fire Department; and the Department of Transportation.  CTC concluded that there should be an institutional network – a network devoted primarily to serving non-residential customers.  CTC concluded that capacity on an institutional network should be devoted to schools, libraries and various public agencies.  The recommendations are set out in the “CTC I-Net Report.”

 

            The City itself conducted the following series of hearings on cable.

 

CITY COUNCIL ACTIONS

 

 

ACTION DATE

SUBJECT

September 29, 1999

Public Hearing regarding goals and objectives for renewal negotiations

February 29, 2000

Report on Status of Cable Renewal Negotiations

January 30, 2001

Report on Status of Cable Renewal Negotiations

March 20, 2001

Acceptance of a Status Report on Cable Renewal Negotiations

June 19, 2001

Hearing in conjunction with this Report

 

 

 

An additional hearing is scheduled in connection with the final adoption of this report.

Members of the public and various non-profit organizations appeared and spoke at those hearings.  For example, at the March 20, 2001 meeting, Jim Henderson, who is the Project Manager of the High School Transformation Project for San José Unified School District, spoke about the importance of an educational channel and facilities.  Mr. Henderson identified several important benefits, including instructional programs enabling the schools to reach out to more students, especially in the area of advanced placement or career-related courses which are only offered at certain schools; professional distance learning which would assist the schools in addressing substitute teacher training issues; adult continuing education opportunities; allowing parents to “virtually come into the classroom” and see new math and science programs; and adding television production as a dimension to the performing arts magnet programs.[15] 

 

Clay Whitlow, President of Evergreen Valley College spoke in favor of PEG Access generally, and stressed that public access is something the community cares about, especially in light of need for community-based organizations to reach out to the diverse population of San José.[16]  Brenda McHenry, President of the League of Women’s Voters of San José and Santa Clara, spoke about the important role public access plays in providing an electronic media source beyond the commercially-produced offerings which informs people about what is going on in their communities.[17]

 

  The cable company had the opportunity to present information about the cable-related needs and interests of the community at these hearings.  Informally, for example, AT&T claimed to have survey information bearing on PEG requirements, but while the survey and supporting information was requested, it was never produced.

 

         Staff also gathered information from subscribers through phone calls, letters, and electronic correspondence.  A large percentage of these subscriber-initiated communications dealt with customer service issues: poor signal quality, missed appointments, long delays in phone response time, repeated service calls with no resolution of the problems.  In addition, Staff reviewed the CTC and Buske Group findings in light of its own familiarity with the community.  Further, staff reviewed a series of forward looking vision studies conducted by various City agencies.  These studies include:

 

·  “Strategy 2000 -- San José Greater Downtown Strategy for Development”

·  “City of San José Information Technology Master Plan”

·  “The Silicon Valley ITS Strategic Plan”

·  “The San José Public Library Branch Facilities Master Plan”

·  “City of San José Greenprint for Parks and Community Facilities and Programs”

 

In addition, staff, in conjunction with the Mayor, invited the superintendents and IT directors of each of the City’s school districts to participate in a round-table discussion regarding the schools future information-technology needs and interests and how the cable system could assist the schools in meeting those needs and interests.

 

Staff also inspected records of customer complaints and service issues. Finally, the City considered information on developments in the cable industry both to help identify cable-related needs and interests and to determine whether it was reasonable to expect the operators to meet those needs and interests.

 

         In the course of examining needs and interests in this community, staff looked at rates in communities where similar commitments had been made. Among the reasons that we took this approach – as opposed to simply costing out each of the requirements – are the following:

 

1.      AT&T’s rates are subject only to modest rate regulation, on the basic service tier.  As a result, there is no assurance that reducing requirements will actually reduce subscriber’s total monthly bills.  In fact, there is evidence that rates in this City are substantially higher than the rates that are being charged in communities where the operator has provided substantial PEG and I-Net benefits.

 

2.      A strict cost analysis ignores the fact that improvements to the cable system create opportunities for the cable operator to generate new streams of revenues and can eliminate or reduce existing costs by, for example, reducing the amount of maintenance required.  These revenue streams could be substantial.  For example, Comcast Corp., a large multiple system operator estimates that it generates about $100 per year in cash flow for each digital customer, which, based on its reported one million digital customer base, translates into $100 million in revenues from the digital offering alone – which the president of Comcast’s cable unit noted was just the “tip of the iceberg” considering the variety of new services that can be offered through a fully digital plant, such as video-on-demand, e-mail, instant messaging, and telephony.[18]  AT&T Broadband CEO Dan Somers, who refers to the delivery of such multiple products as “packing the pipe” said that the company added 2.4 million new digital cable TV, high-speed data, and telephone customers in 2000, and estimated the company was on track to increase that number to 3 million in 2001.  AT&T’s totals at the end of 2000 were 2.8 million digital TV subscribers, 1.1 million cable modem, and 560,000 telephone subscribers – all additional revenue streams through the same “packed pipe”[19]  Thus, the continued roll-out of these digital service enables cable operators to substantially lessen the impact of competition from satellite multi-channel video programming (DBS) providers.[20] 

 

By looking at other systems, we have a better sense of the types of revenues the company will likely realize once it rolls out advance services in San José.

 

         Thus, while at this stage of the process, the City is not required to consider costs, we did do so, and assessed needs and interests based on this cost analysis. 

 

C.                 Structure of the Report.

This remainder of this report is divided into several parts.  In the next part, we summarize the community’s key future, cable-related needs and interests that have been identified, and, where appropriate, the requirements that are associated with those needs and interests.  In the third part of this report, we discuss the past performance of the operator.   Attached to this report are a draft request for renewal proposals, a Model Franchise and a Model Cable Ordinance.

III.       IDENTIFICATION OF FUTURE, CABLE-RELATED NEEDS AND INTERESTS

A.        General System Design.

1.                  Developments in the industry.

The cable industry is changing dramatically.  What was once an industry primarily focused on delivering television signals to the home is developing into an industry that is providing a critical part of the “information highway” that is changing the way the people receive information, shop and communicate.  Cable now delivers a wide variety of two-way cable services through modern, upgraded cable systems.  And according to the California Cable Television Association, cable services “will increasingly be showcased” through the continued advancement of other significant technological advances, such as digital compression, interactive video, and high-definition television (HDTV).[21]

 

The potential impact of an advanced cable system on a community cannot be underestimated.  For example, in schools, accessing the internet via an advanced cable system’s “superior bandwidth” allow students and teachers to download at speeds “50 to 100 times faster than telephone-based modem technologies.”[22]  The benefits of this technology are not just confined to the schools.  An advanced cable system can provide a small business with high-quality, high-speed access to the Internet Beyond the Internet, a two-way cable system permits local businesses to interact with local governments and other institutions in ways that save time and cut costs.

 

 The benefits of advanced cable are not just limited to providing new ways to “surf the web.”  New programming services are developing every year.  According to a graph produced by the NCTA, in 1993, there were approximately 100 national cable video networks;  by 2000, there were well over 200.[23]

 

However, in order to fully achieve the promise of cable technology, companies such as AT&T must upgrade their networks, to increase capacity, reliability, and responsiveness.  This typically requires a system rebuild to take advantage of “fiber optic” technology, which is “an ideal medium for transmitting vast amounts of information – data, graphics, and even video – at high speed.”[24] 

 

There are several reasons why development of information highways ultimately depends on development of  fiber-based  cable systems.  Traditional all-coaxial cable systems have the capacity to transmit large amounts of information, but fiber optic technology provides much greater useable capacity or "bandwidth" -- at least ten times the capacity now, and as equipment improves, the difference in the capabilities of the two types of systems will become even more dramatic.  This additional capacity is critical now for potential high-volume users such as schools, businesses and government.

 

Signals lose strength significantly as they travel through coaxial cable.  As one adds more electronics to increase the capacity of a coaxial system, the system suffers even higher signal losses. To compensate for these losses, which are almost non-existent for fiber optic cable, the coaxial cable signals have to be amplified at regular intervals,[25] and every amplifier distorts the signal.  In addition, these amplifiers require regular maintenance and "tweaking" in order to operate most efficiently and effectively; reliable high-quality upstream transmissions are particularly hard to maintain. For this reason and others, there often are much higher maintenance costs associated with coaxial, compared to fiber optic cable.  And, because each amplifier is a potential "failure point," all-coaxial systems suffer from more outages than well-built fiber-based systems, which require many fewer amplifiers.  This makes a difference for the home subscriber, and an even more significant difference for the potential business user, who is often less able to tolerate system failures, or signal errors when transmitting video or data.

 

This does not mean that fiber must immediately be brought directly to every building and home.  For residential service, most cable systems being built today use fiber trunk lines to carry signals into neighborhoods, to a point called a "node."  At the node, signals are routed onto the wires from which individual locations are served.  While it is considered cost-effective to use fiber as a "backbone" for  cable systems, there is a significant question as to whether it is necessary or cost effective to use fiber to carry signals from the trunk all the way to the home.  So long as the distance the coaxial cable must carry the signal is limited (so that the system does not use many amplifiers), a system using a combination of coaxial and fiber can deliver high-quality signals to the home, and provide enough two-way capacity to send video and data from the home to various locations on the cable system.  Many modern cable systems being built today have limited node size, in anticipation of future consumer demand for advanced services requiring increased bandwidth.  For example, Charter Communications is rebuilding its systems to  860-Mhz, with two-way plant, averaging about 380 homes per node.  Charter is deploying six fibers to each node, and claims it can split nodes down to 60 homes per node if demand for bandwidth by consumers dictates.[26]  Indeed, AT&T tested a “mini-fiber node” systems in Salt Lake City, “in anticipation that we’re going to get millions of subscribers for our advanced services,” because “if we do, the current architecture – where 600 households are served from a fiber node – may not be the best approach.”[27]  While the amount of capacity available is less than that of an all-fiber system, it will still allow other uses, including transfers of data at speeds much faster than are supported by existing coaxial cable networks.  The residual coaxial links on a fiber-coaxial hybrid system may be upgraded to fiber later. In addition, using coaxial cable lines to individual homes enables those customers who use cable solely to receive traditional television service to avoid paying for the special and potentially expensive devices that would be required in all-fiber systems.[28]

 

By contrast, it makes sense to bring fiber all the way to any building containing high-volume users, and to eliminate any coaxial cable when the capacity available on coaxial links is inadequate to satisfy the location's known needs. Thus, trends in the industry suggest that, for now, it makes sense to build high-capacity fiber systems to neighborhood nodes; to serve residences from those nodes using coaxial cable; and to serve other high-demand users from the node using fiber optic cable.[29]  

 

In addition to being upgraded to incorporate fiber, the cable industry is concluding that  systems need to be two-way activated.   Two way-activation is required for providers to be able to readily offer many advanced, interactive television services – services in which the set top interacts with a server.[30]   Cable companies are developing interactive television services which rely on two-way activation, including Interactive Program Guides; Personal Video Recorders;  which will deploy features offered by companies like TiVo into the cable set-top box; Video on Demand;  Enhanced TV Services which allow consumers to obtain more information about programs and commercials they are watching, for example; access to the internet over the television set; and locally-oriented interactive sites which “offer customers information which is not available on the Internet but which provides an “internet-like” interactive experience.”  In four Midwestern states, Insight Communications already offers some 100,000 customers the ability to “call up restaurant menus, show times at local theaters, local government information, and stories from selected newspapers.” [31]  Thus, rather than some “blue sky” fantasy of the future, interactive television is already here.  Indeed, AT&T is currently marketing “AT&T Digital Cable with Interactive Services,” which, according to their website, will turn watching television into a “multidimensional experience, providing internet access from the TV, the ability to get “interactive” with content providers, etc.[32] 

 

Interactive television provides a unique opportunity for PEG providers to better serve the community, as well.   In fact, because of the very nature of PEG – public access allows viewers to actively participate in creating programming; government access allows for increased citizen involvement and participation in government; and educational access involves participation by students in learning – PEG and interactive television “compliment each other because both focus on a specialized interactive community of specific interests in a specific geographic area.”[33]  One application is the interactive council meeting, which allows viewers at home to participate in council meetings by text, voice, or video link, depending on technical capabilities.  There are several other applications, such as GIS mapping services and enhanced interactive distance learning, as well as enhanced interactive service for government information that is not available on the web, similar to the Insight Communications service.   Interactive television functionality can be provided for analog or digital television channels, and if the technology is present on the system – which AT&T marketing says it will be in the future -- than PEG programmers can utilize the technology to enhance the services they provide to their communities.    

 

Finally, the cable industry is discovering that higher capacity systems are required in order to provide advanced services adequately,[34] in order to meet subscriber demand for analog and digital services, and in order to prepare for high definition television.  Traditionally, television has been delivered via an analog signal.  However, there are significant advantages to delivering video in a digital format.  It allows delivery of brilliant, high-definition signals of substantially better quality than the signal delivered to today’s televisions.  A digital signal can also include multiple layers of information that a viewer can select and manipulate as desired -- for example, a video news program could carry with it additional text information on a story that could be called up interactively.  A viewer could order desired products instantaneously.  The FCC views digitization as so important that it is requiring all broadcasters to begin delivering digital services on an accelerated schedule and to abandon analog transmissions by the year 2006.  As the FCC has described it, “the arrival of digital television (“DTV”) … promises to be one of the most significant developments in television technology since the advent of color television in the 1950’s.  DTV has the capability to provide clearer and sharper, cinema-like pictures as well as multi-channel, CD-quality sound.  It can provide new uses such as multiple video programs or other services on a single television channel, including data services.  The use of DTV technology will also allow television to enter the digital world of the personal computer and the internet.”  FCC Office of Engineering and Technology, November 1998.[35] 

 

While digital signals can be delivered via coaxial cable, a one-way coaxial system simply is not in a position to deliver the full advantages offered by digitization to a community.  Accordingly, the cable industry is busily upgrading systems throughout the country. For example, Charter, which is upgrading to 860 Mhz, two-way plant, averaging 380 homes per node, plans to complete 90 percent of its advanced system rebuild by the end of 2001, upgrading some 135,000 miles of plant.[36]

 

At the end of 2000, 73% of Cox Cable’s network was upgraded with two-way interactivity, and 70% had capacity of at least 750 MHz.  Cox anticipates that by the end of 2001, the totals will increase to 88 and 83%m respectively.[37]  The National Cable and Telecommunications Association, the trade group for the cable industry, reports that by the end of  2000, 92 percent of consumer homes were passed by high-capacity plant offering bandwidth for delivery of digital TV, high-speed data services, and HDTV programming, and of these homes, 81% were served by 750 Mhz systems, “positioning cable to compete more effectively with DBS companies, which typically offer more than 200 channels.”  The NCTA estimated that the average cable customer now receives 95 channels.[38]

 

Cable systems in several of the communities in this area are being upgraded consistent with the foregoing.  AT&T has installed cable systems in the Cities of San Francisco and Mountain View, for example that will incorporate fiber optics, will be two-way activated, and will employ electronic equipment capable of supporting a bandwidth of at least 750 MHz.  These projects were begun some time ago.  Moreover, franchising authorities in many communities are taking advantage of the advances in technology to require operators to provide “institutional networks”[39] and to devote significant two-way capacity for public, educational and government use of the system.  These requirements can include requirements, for example, for linking schools, libraries and government agencies together, and providing links to the Internet.  The goal is not simply to allow these agencies to communicate more effectively internally (or with one another).  The goal is to obtain the resources required to provide better services to the public.[40]  In Montgomery County, Maryland, for example, the government is planning for a joint venture with the American Film Institute (AFI) in its renovation of a classic art deco movie theater to create a state-of-the-art multi-media facility. The community benefits from AFI’s use of new digital technology for distance learning applications in its partnership with the local college and public schools using fiber connections as part of the County’s I-Net.  The cable system benefits from enhanced programming planned to be cablecast in conjunction with the AFI programs.  Cincinnati, Ohio uses its optical fiber I-Net to interconnect its computers and carry police and fire and rescue operations, land mobile radio feeds, and telephone services.  This directly translates into better protection for the community.

 

The potential benefits of advanced networks to communities are widely recognized, particularly when connected to other communications networks, such as the Internet.  As former Vice President Gore noted, in commenting on the cable industry’s commitment to connect all schools and libraries to the Internet: “By connecting our libraries, citizens, young and old, literally will have the future at their fingertips! They will be able to enjoy the marvels of the Internet in the convenience of their local library. And they will have access to vast resources, such as the entire Library of Congress, in the time it takes to click the mouse... Providing access through our nation's libraries is a critical part of this effort. Recent studies have shown that many Americans, particularly low-income, Blacks, Hispanics and Native Americans, lack access to computers and the Internet at home. If we are to connect all Americans, technological resources must be available in public places, such as our schools and local libraries. We must provide all Americans, no matter what race or age, location, or income level with the tools to explore new worlds or find new jobs.!”[41]

 

Of course, not every system will go "high-tech" -- at least not immediately.  For some small systems situated in rural, isolated locations, for example, the cost of providing a high-capacity connection to every customer may be prohibitive.  But, general industry trends suggest that that there are needs and interests in having (1) high-capacity, reliable, high quality, fiber-based (or equivalent) cable systems, with activated, interactive capabilities; (2) a system that includes an institutional network and that devotes a significant amount of capacity for public, educational and government use; (3) a system interconnected to other telecommunications systems, including other local cable systems and the Internet.  Further, because of the importance of these systems, a community would be remiss if it did not insure that all of its citizens have an opportunity to take advantage of system benefits.[42]

 

2.                  The Ascertainment in San José.

                 The City’s work in ascertaining cable-related needs and interests confirms these points.  Indeed, the ascertainment confirms that there is a great need and interest in having advanced cable systems providing service throughout this community.

 

(i)                  Our community.

 

San José is the third largest city in California, and the 11th largest city in the Country, encompassing 177 square miles, with a population of over 918,000 people.[43]  It is a very diverse community, whose residents, according to the San José Unified School District, speak more than 46 different languages.  26.6% of the community is of Hispanic origin, and 18.7% percent are Asian or Pacific Islander.  This diversity is celebrated in many ways, including many cultural festivals such as the Cinco de Mayo Festival, the Vietnamese Spring Festival, the Obon Festival, the Afribbean Music & Cultural Festival, the Little Portugal Parade, and the Gay Pride Parade.  It is also represented in the business community.  The City features  several ethnic chambers of commerce, including the Portuguese Chamber of Commerce, the Vietnamese Chamber of Commerce, The Filipino American Chamber of Commerce of Santa Clara County, the Hispanic Chamber of Commerce Silicon Valley, and the Japanese American Chamber of Commerce. 

 

A large portion of the population lives and works in the City.  San José lives up to its name “Capital of Silicon Valley,” boasting more of the top 100 high-tech global manufacturers than any state except Massachusetts, and about 1500 of the nations largest 2500 electronics firms.  There is a high computer penetration throughout this community.  The telephone survey  performed by The Buske Group found that over 75 per cent of the households in San José had a computer, and that nearly eight out of ten such computers were connected to the Internet.

 

One of the “real strength[s] of the city is in its neighborhoods, all sustained by their own shops, movies, restaurants, video outlets, churches, and social organizations, and activities, many organized around schools.”[44]  These distinct neighborhoods include Santa Teresa, Evergreen, East Valley, North Valley, Alviso, Central San José, Willow Glen, South San José, Blossom Valley, Alamaden Valley, and Cambrian.  The City has 19 school districts providing K-12 education.  The City is also well served by universities and colleges, including San José State, Evergreen Valley, DeAnza, San José City, Mission, Foothill, and West Valley. 

 

The City has identified as one of its critical goals the revitalization of the downtown, with redevelopment plans designed to address the increased demand for additional downtown residential units, as well as to attract more retail and business to the downtown area.  Other critical City goals include a strong commitment to partnering with schools through a number of efforts including the City-Schools Collaborative, strengthening of neighborhood organizations through the City’s Strong Neighborhoods Initiative, and using technology to enhance E-business opportunities as detailed in the City’s recently completed Information Technology Master Plan.

 

Given the demographics of this City, and the critical goals for growth and development, staff believes that it is particularly important that this community be served by high-quality communications infrastructure that, among other things (a) can provide reliable service, including advanced services, to the entire community; (b) provides schools and government facilities with high-quality, high-speed networking; and (c) provide members of the public with opportunities to receive and develop programming relevant to the community, and the neighborhoods, in which they live and work.  The history, demographics and the economy of this community suggest that, among other things it is appropriate to require construction of a reliable advanced cable system, to require an I-Net, and to require set aside of significant capacity for PEG use.

 

(ii)                The ascertainment studies.

 

The ascertainment studies indicate that there is a substantial need and interest in having the community served by a high-capacity, two-way cable system that is well-built and highly reliable, and flexible enough to respond to changing needs. 

 

Further, the study found significant levels of interest in two-way educational and governmental services, including the ability to obtain permits and licenses electronically; the ability to access library resources; the ability to communicate with government officials and educators; the ability to obtain access to City and school documents; the ability to obtain public safety information; and the ability to participate in distance learning from the home.[45]

 

 Participants at the focus groups were quite clear that there is a significant need and interest in an advanced cable system, in PEG use of the system, and in an institutional network.  An analysis of the input received through the focus group discussions resulted in the identification of six key communications challenges for public agencies, community and civic groups, and schools.  Those areas include:  (1) cost barriers; (2) inadequacy of available communications media; (3) lack of cooperation and collaborations; (4) the need for new education and skill sets (5) more and better managed information needed; and (6) communicating with diverse groups.[46]

 

 Participants indicated that there are now cost and other barriers that prevent them from communicating effectively.[47]  Participants concluded that the cable system could be used to address many of the problems facing the community. 

 

Testimony before the City Council, as detailed earlier in this report, echoed the comments made during the focus groups.  And, studies by the school district, various City agencies, and submissions by the libraries underlined the importance of ensuring that San José is served by an advanced cable system.[48]   Likewise, the Fire Department’s “Strategic Plan 1997-2000” emphasizes the importance of using the electronic media to improve public safety.

 

In addition the ascertainment process indicates that there is a need and interest in requiring the cable system to interconnect with other communications networks  An interconnected institutional network is needed, because, among other things, the 19 school districts serving San José residents do not follow City boundaries, thus interconnection to systems in neighboring jurisdictions is essential to provide seamless educational and distance learning opportunities throughout the school districts.  Additionally, the Community College channels must continue to be interconnected, to allow for the transmission of educational and distance learning programming.   

 

In addition to the needs and interests described above, the ascertainment identified the importance of being able to use the cable system to notify the public in San José about localized emergencies.  This would require some from of remotely activated, secure channel override, that would permit an authorized official send an emergency video and audio message to the City via the cable system overriding both video and audio on all channels.[49]

 

                   The existing system is simply not capable of meeting the needs and interests discussed above, and in the reports submitted by The Buske Group and CTC.  CTC inspected the system and found it to be old and in generally poor condition.[50]  The system is not capable of providing adequate two-way service.[51]   The bandwidth that can be delivered to any subscriber is quite limited.[52] 

 

                   The system is inherently unreliable, because of the number of active components between the headend and subscribers, which increase the potential sources of signal degradation and service outages.[53]  A rebuild of the system is required.   In addition, many of the subscriber drops are old and in need of replacement.[54]

 

                   Problems with the systems are reflected also in the surveys and studies that were performed, as well as in information from the customer complaint records reviewed by the staff. 

 

                   The needs and interests with respect to general system design can be summarized as follows:

 

There is a need or interest in a system that includes the facilities and equipment required:

 

·                    To provide substantially greater channel capacity than is provided on the existing cable system.  The system should be capable of responding to subscriber demands for channels delivered in various formats without substantial additional upgrades, and should be designed so that it will be capable of responding to the technological developments described earlier in this report (e.g., high definition television and interactive  television) promptly.

 

·                    To provide substantially better signal quality and system reliability than is provided by the existing cable system.  The system should have a minimal number of failure points between signal sources (headend) and each individual subscriber.

 

·                    To support two-way, advanced cable services.  The system should be entirely two-way activated, and should be designed so that it can support services that require broadband transmissions upstream and downstream from subscriber locations.  Further, the system should be designed so that as subscriber demand increases, the system’s upstream and downstream capacity to subscribers can be rapidly and efficiently expanded through such techniques as  “node splitting” without the need for cable plant construction or modification.  

 

·                    To satisfy all applicable technical standards for system performance over the franchise term.

 

·                    To permit the operator to respond quickly and effectively to outages, requests for service, and customer complaints.[55]

 

·                    To allow subscribers to receive signals in substantially the same form in which they were received by the cable company from the programming source, e.g., color television signals should be received by subscribers in color, stereo signals should be received by subscribers in stereo, secondary audio signals should be receivable, and closed captioning signals should be receivable  on television sets capable of decoding the closed captioning signal.

 

·                    To allow parents to control viewing by children, with only minor modification of  adult viewing options.[56]

 

·                    So that the services (including, by way of example, customer service support) provided by the operator are reasonably accessible to the hearing-impaired and other persons with disabilities.[57]

 

·                    To permit the City to remotely and securely override audio and video on all channels as part of a local emergency alert system.

 

·                    So that the cable system is capable of being easily connected to additional cable systems in the City, to systems in adjoining cities, and (directly or indirectly) to the Internet, so that PEG signals (including institutional network signals) can be effectively transmitted to and from the system seamlessly, without substantial deterioration or degradation.[58]               

·                    To allow customers to use the cable system for two-way communications from the home, and to use PEG resources interactively.

 

·                    To allow members of the public, educators and government representatives to produce programming and transmit that programming, at no charge from the operator, from suitable distant locations throughout the City to PEG programming control site(s), and from there, through the headend to subscribers, without the assistance of the operator.[59]

 

·                    To permit PEG users to take advantage of the capabilities of an advanced system, as such capabilities are activated for commercial purposes; and to ensure that changes in the system do not hamper the use of the system for PEG purposes.

 

·                    To link each of the City facilities and other public buildings (including schools, libraries, public safety facilities and others) identified in the draft RFRP via reliable capacity on the institutional network for a variety of two-way video, voice and high-speed data communications with each other.  We will use the term "institutional network" to refer to that portion of the cable system primarily designed to meet the needs and interests of non-residential customers, and the term "subscriber network" to refer to the network equipment and facilities primarily designed to serve residential customers.  We do not mean to suggest, however, that an institutional network is for the benefit of institutions.  It is in fact the intent of the City to use the I-Net in a way that will improve educational services in the community, and that will allow government to provide information and serve the community more effectively.  It is also the intent of the City to use the network to improve public safety by, for example, making it easier to train police and fire personnel without removing them from service. The institutional network should also permit the City to cut expenses, without reducing services. 

 

The capacity on the institutional network that is devoted to educational and government use (and public use, to the extent the operator proposes to allow the institutional network to be used for public use purposes), and the associated interface devices at each PEG location on the institutional network should have the following characteristics:

 

·                    The institutional network should be available throughout the City of San José, and should be able to meet the needs and interests in governmental and educational use  (and public use, if proposed by the operator) throughout the community.

 

·                    There should be sufficient capacity available to support user requirements over the next decade.  This requires that the capacity be scalable and expandable as needed, and that system be designed so that it can be extended to new locations without deterioration in system capabilities.  This also requires the operator to provide initially the devices necessary to provide activated, useable capacity supporting the functionality required in the CTC I-Net Report.

 

·                    The network needs to support integrated services which will include applications for voice, data, and video (one and two-way) transmissions, and must be designed in a way to minimize the cost of end user equipment and interfaces.

 

·                    The institutional network should be designed and constructed to support standard interfaces such as conventional NTSC analog, M-peg, and J-peg digital video, telephone “T” carrier services ( DS1, DS3), Ethernet interconnection (10 Mpbs, 100 Mbps and Gigabit platforms), and other similar commonly used interfaces.

 

·                    I-Net users must be able to access the network in a variety of ways –  not just through direct physical connections  For example, the City may wish to attach wireless devices to control traffic signals and receive telemetry data, among other things.

 

·                    There must be sufficient capacity available for educational and government (and if proposed by the operator, public) use of an institutional network, and all required network switches and other equipment so that the there is sufficient throughput to allow institutional network locations simultaneously to use the system, without meaningful interference with their applications.  In addition, capacity must be provided in such a way so that users operating at different transmission speeds, or using different media can cost-effectively use the institutional network.

 

·                    I-Net capacity should be provided and be available at no charge to the users.

 

  The staff recommends that the RFRP requirements be adopted for facilities and equipment consistent with the above.

 

B.                 Other Issues

            In addition, based on the ascertainment, we conclude that the community’s future, cable-related needs and interests include the following:

 

·        All parts of the City should be served by systems that have similar characteristics and capabilities.  There is a need and interest in having equivalent facilities available throughout the community.[60]

 

·        Given the age of the system, there is a significant interest in having all or almost all components replaced.  There is a particular need and interest in having all drops replaced as part of the rebuild, in all areas but the PacBell area to the extent that the drops in that area were replaced as part of the integration of PacBell facilities into the AT&T network.

 

·        A franchise should include provisions that ensure that the Cable System will stay apace of developments in the industry over the franchise term, and so that the community can take advantage of changes in technology.  Among other things, an appropriate provision should permit the City to require further upgrades of the technical capabilities of the Cable System (including by construction of additional two-way links between public buildings); and for additions and improvements to the facilities, equipment and other support required for PEG use.[61] 

 

·        There is a need in interest in having the Cable System designed so that users can (physically or virtually) “co-locate” facilities or equipment at the Cable System’s headend and control centers and major backbone facilities such as hubsites and optical transfer nodes (OTN).

 

·        There is a need and interest in advanced services, including digital services.  This need and interest, which is identified in The Buske Group Report, applies for both PEG and non-PEG applications.

 

·        There is a need and interest in an open network.  Several commenters raised issues that relate to the “open access” debate.  While the City may not be able to require commercial open access, there is a need and interest in it, and in ensuring that PEG information, regardless of format, is available and useable to subscribers.

C.                 Support for Public, Educational and Government Use.

PEG requirements take several forms.[62]  Franchising authorities can require operators to designate channels for public, educational and governmental use in an RFRP. Franchising authorities can establish requirements for equipment and facilities -- for example, requirements for studios and cameras.   Franchising authorities can establish rules for the management and use of the facilities and channels devoted to PEG use.  Franchising authorities can enforce promises for services made by a Franchise Applicant. In any event, before issuing a Franchise, a franchising authority can insist that the operator "provide adequate public, educational, and governmental access channel capacity, facilities or financial support.[63]"  This section will focus on what our needs assessment shows with respect to specific requirements for channel capacity, facilities and equipment, and operating support for PEG use, in addition to those network requirements described above.

 

1.                  General trends

As Congress noted when it first passed cable legislation:

 

       One of the greatest challenges over the years in establishing communications policy has been assuring access to the electronic media by people other than the licensees or owners of those media. The development of cable television, with its abundance of channels, can provide . . . the meaningful access that . . . has been difficult to obtain.

 

Almost all recent franchise agreements provide for access by local governments, schools, and non-profit and community groups over so-called "PEG" (public, educational and governmental) channels.  Public access channels are often the video equivalent of the speaker's soapbox or the electronic parallel to the printed leaflet . . . PEG channels also contribute to an informed citizenry by bringing local schools into the home and by showing the public local government at work.[64]

 

            While there are certainly many communities that have no PEG channels, communities that have concluded that PEG requirements serve important community needs and interests often require three or more channels.  That is because the programming interests of the public, educational and governmental entities that use the channels are diverse.  Separating the channels by use allows different user groups to schedule and develop programming of a particular type, and ensures that viewers have a general idea as to the type of programming that will be available on each channel.  In addition, providing for adequate access from the outset avoids potential subscriber disruption that could occur if a community begins with too few channels, and must displace channels in order to obtain adequate capacity.  If it turns out that there is not enough programming, the cable operator can use the PEG channel capacity for its own purposes.

There are several substantial PEG access operations in California, serving communities of various size and character.  Some of these are discussed in the Buske Group Report.  To take one example, Mountain View California, a community with approximately 12,000 subscribers, has four channels guaranteed, may obtain additional analog channels if certain triggers are met.  Mountain View can also obtain the right to deliver up to six distinct digital channels to each subscriber for PEG purposes.  The channels can be used to transmit voice, data and video signals to subscribers.  The Buske Group Report contains examples of many other communities where operators have devoted substantial capacity to PEG use; there are others, large and small.[65]  They are located across the country.  In Larchmont, New York, an AT&T system serving approximately 9,000 subscribers has three PEG channels, and an option for one more. Vancouver, Washington, has seven PEG channels; Spokane, Washington, six; Multnomah County, Oregon, eight; Austin, Texas, eight; and Portland, Oregon, five.   The experience of these and other communities suggests that substantial channel capacity should be devoted to PEG use.

It is also generally recognized, however, that channels alone are not enough.  Resources must also be available to enable potential users to produce programming  The channels need to be publicized; potential users needs to be trained; equipment and facilities need to be available to produce good quality programming (audio and video must be satisfactory); equipment and facilities need to be available to edit programming; necessary facilities and equipment need to be in place in order to send signals to the headend from origination points, and then to subscribers via the headend.  It is difficult for access to succeed without these resources.  Many franchise agreements contain commitments by cable operators to provide support for PEG access in addition to providing a 5% franchise fee to the community.  In Mountain View California, for example, the operator provides funding each year for capital support, and provides substantial studio space for an independent, non-profit access corporation.   Moreover, the Mountain View franchise contains a provision which permits an operator to escape its capital funding obligations if it is providing adequate support to an independent, third-party non-profit that runs PEG operations; as a result, most of the funding goes directly to a non-profit, and ensures that the money can be used for operational or capital purposes, as best meets the need of the community.  Even with these benefits, and a 5% franchise fee, the rates per channel in Mountain View are in fact less on a per channel basis than the rates being charged by AT&T in San José.[66]

PEG use is changing as cable technology changes.  Access centers originally were concerned with the provision of video programming, just as cable operators focused on the provision of video programming.  A number of access centers are now evolving into community media centers, which provide people in the community opportunities to take advantage of the Internet, and cable’s new technical capabilities to provide diverse, multimedia information to the home (and to provide everyone in the community the opportunity to participate in the Information Age).[67]  Recent franchise negotiations in several cities (Santa Clara, Santa Rosa and Mountain View) have secured the right to use the cable system to transmit video, data and voice PEG communications. 

            In sum, the developments in communities that have determined that PEG access can serve important community needs and interests suggests that (a) multiple channels should be devoted to PEG use; (b) operators should provide substantial support for PEG access, in addition to the franchise fee; and (c) PEG access requirements should be structured to enable the community to take full advantage of advances in cable technology, including advances in interactivity and in digital capacity.  In addition, as The Buske Group has pointed out, many of the most successful PEG operations are run by non-profit groups designated by the City.  In almost every case, the PEG resources and channels are available for use at no charge from the cable operator.

 

2.                  The results of the ascertainment in San José.

The ascertainment in San José showed that there is a strong need and interest in this community in making PEG use of the cable system a high priority.  The I-Net is also a high priority, in that, among other things, it will facilitate the use of the system for PEG purposes, especially educational and government access 

In the Buske Group focus groups, 84% of cable subscribers who participated said that they had seen or would be interested in seeing local cable television programs about San José citizens, organizations, community events, schools, or local government.  A large majority of these respondents said that they had watched programs on Public Access channel 15-A or Educational Access channel 34-A.  (The focus groups were held prior to the start of programming on CivicCenter TV – Channel 37A, the City’s government access channel.)  Of this group, over two thirds had watched the channel(s) at least once during the previous month, and another 22% said that they had watched more than five times during the previous month.  Further, over two thirds of the focus group survey respondents felt is was very important, and another 29% thought it was important, to have cable TV channels featuring programs about local schools, colleges, organizations, local government, and residents.[68] 

 

There is also a substantial need and interest in the operator providing additional facilities and equipment that will be available for the public to produce such programming.  The Buske Report indicates that there is a long waiting list to use the public access facilities.[69]     One reason is that the operator makes its production facility available for Public Access purposes for only 45 hours a week.[70]  Further, there is currently no field production equipment available for residents to produce programming outside the studio.[71]  Moreover, the operator has not undertaken any outreach efforts to encourage the use of the Public Access resources.  Indeed, only about half of the focus group respondents knew that community groups could have television programs about their services and activities aired on Public Access channel 15-A, and over two thirds of the respondents did not know that they could learn how to make such programs using the public access facility and equipment provided by the operator.[72]   An even larger majority of the cable subscribers who responded to the telephone survey (82.4%) indicated that they were unaware that they could be trained to make Public Access programs. 

 

Given the foregoing, its not surprising that, by the operator’s estimates, only 80 individuals used the operator’s public access facilities in 1998 – a very low number for the 11th largest city in the United States, and certainly as compared to other large cable franchise areas in the country.[73]  Moreover, the staff of the operator’s public access facility doesn’t provide any organized training in the use of the Access production equipment to produce programming.  Instead, the operator’s management approach to the public access facility emphasizes having qualified residents pay the company to produce a studio program for them, rather than offering training that encourages the participants to learn how to use the facilities and equipment to produce programming on their own, for free.  Thus, only a small percentage of the programs that do get produced at the public access facility are created by certified volunteers free of charge.[74]  And, these programs must be produced entirely “live to tape -- which requires skill and training -- as the operator’s policy is that no post-production is allowed on studio programs.[75]

 

These problems were also highlighted in public testimony.  For example, at the September 21, 1999 public hearing, Patricia Reagan testified that the with respect to public access programming and facilities, the City has “not been getting the service we deserve.”[76]  At that same meeting, Dennis Marks testified that his organization, the Northside Theatre Company, stressed a need for field production equipment such as cameras, as well as training, so that his organization could produce documentaries and other programming.[77] 

 

It appears clear that there is a significant need and interest in greater access to public access production facilities. 

 

There is also a significant need and interest in additional facilities and equipment to produce government access programming.  The Buske Report in indicates that over 85% of the focus group subscriber respondents were very interested or interested in seeing programming on the cable system about issues facing City government, information regarding public emergencies, local public safety issues, and consumer protection.[78]  Additionally, well over half of all telephone survey respondents responded positively about the importance of receiving several different types of government and communication information and services over the cable system.[79] 

 

            CivicCenter TV, channel 37A has been broadcasting government access programming for more than a year.  Programming currently consists of a City bulletin board promoting City-sponsored events and services and connecting residents with local government. All City Council meetings are carried live and are rebroadcast several times to maximize viewership.  All meetings include closed-captioning for the hearing-impaired.  Programming also includes the annual State of the City speech, information from the City’s Redevelopment Agency on the Strong Neighborhoods Initiative, and study sessions on a range of issues facing the City.  In addition, public meetings of significant regional impact have been covered including recent energy summits and the California State Transportation Commission meetings held in San José.  Work to  produce high-quality original programming to inform and educate residents about a variety of topics of local interest has now been initiated.

 

            In 2004, City staff will occupy a new civic center complex.  The new space will include two control rooms to cover simultaneous meetings in the City Council Chambers and a committee meeting room. In the new facility, programming will increase to encompass other types of meetings, studio productions, and imported satellite programming.  All of these will require increased capital funding and channel capacity.

 

There is also a need and interest in additional educational access channels.  Educational Access Channel 34-A is currently managed and programmed by the Community College Telecommunications Learning Consortium, which includes San José City College, Evergreen Valley College, Mission College, West Valley College, DeAnza Community College, and Foothill College.  The Consortium currently provides a great deal of distance leaning programming and other televised classes on Educational Access Channel 34-A.  The majority of students taking these classes live in San José.[80]  Evergreen Valley College has notified the City that it is now prepared to present additional courses and programming on a second educational access channel, and the City has requested this second educational access channel under the current franchise.  Over the course of the new franchise term, educational programmers anticipate producing enough programming to expand to a third channel.[81] 

 

Over the past two years, City staff has been working with members of the local K-12 educational community to ensure that a new franchise addressed their requirements.  There are 19 school districts in San José, with nearly 200 schools.  Among these are several magnet schools built around media and technology programs.  The two largest school districts, Eastside and San José Unified, have expressed a high level of interest in taking advantage of the advanced communication technology that a new system can provide.

 

There is no need to repeat all of the findings in The Buske Group Report, which discuss the PEG ascertainment in great detail.  We have discusses some of the results of the ascertainment above that directly relate to demand for PEG use.  However, it is worth emphasizing the following:

 

a.         The focus groups and every survey performed in connection with this ascertainment showed high support for public channels, educational channels and government channels. 

 

b.         The focus groups and the public testimony presented indicate that there is every reason to conclude that PEG use is of significant interest to this community. There is thus every reason to believe that, with the proper support, PEG can be a great success in the community.  However, to meet the needs and interests of this community, there must be facilities, equipment and operational support, as noted in the Buske Group Report.

 

c.         There is every reason to conclude that PEG channels will be used in this community, if adequate support in the form of readily accessible modern facilities and equipment, and training in how to utilize that equipment, is provided. 

 

d.         The focus groups and testimony made it clear that the public also considers it necessary to manage PEG resources differently.

 

e.         The ascertainment makes it clear that San José has significantly less local programming resources when compared to other similarly sized franchise areas:

 

 




 

COMPARISON OF LOCAL PROGRAMMING RESOURCES IN SAN JOSE

TO AVERAGES FOR 10 OTHER COMMUNITIES IN THE UNITED STATES

 

Item

San José

 

10 Access Centers

(1999 Averages)*

 

 

 

Number of Cable Subscribers

 

177,500

 

178,250

 

 

 

Number of Public Access channels

 

1

 

2.4

 

 

 

Number of FTE Staff

 

7

 

14.4

 

 

 

Number of Studios

 

1

 

2.4

 

 

 

Number of Video Editing Systems

 

1

 

5.1

 

 

 

Number of Single-Camera Field Production Systems (e.g., Camcorders)

 

 

0

 

 

10.4

 

 

 

Number of Multiple-Camera Field Production Systems

 

0

 

1.2

 

 

*These 10 Access centers are located in Manhattan, NY; Columbus, OH; Sacramento, CA; Dallas, TX; Knoxville, TN; Albuquerque, NM; Milwaukee, WI; Denver, CO; Fort Wayne, IN and Tucson, AZ.

 

                        F.         The channels and other resources available for PEG in this community are not adequate to satisfy the level of access interest in this community.  As pointed out earlier, there is a long waiting list to use the operator’s public access facility, which is only available 45 hours per week, and there is no formal training program provided to encourage community groups to learn how to produce their own programming for free, rather than to pay the operator to produce such programming. 

 

            The Buske Group inspected the public access facilities and found that the equipment was old, and the facilities were not adequate to support a successful access program that could meet the needs and interests of this community.  The Buske Group summarized its main findings with respect to the facilities and equipment as follows:

 

·        AT&T’s Public Access facility in San José relies on the ¾” videotape format.  This is a serious concern since most of these units are old, and this format is no longer being manufactured.

·        The number of local programming equipment packages, channels, and staff members provided in San José is significantly exceeded in every category when compared to the averages for these items in 10 comparable (but smaller) communities.

·        Almost all of the Public Access Channel programming is produced by the operator’s staff for a fee, with only a small percentage produced by volunteers trained to use the equipment and facilities to produce programming for free.

·        The amount of first-run locally produced programming in San José during 1998, the number of people trained, and the use of camcorders by community residents are all greatly exceeded by the averages for these items as reported in 10 comparable (but smaller) communities. 

·        AT&T does not promote the availability of the public access resources in ways that are common elsewhere.  Therefore, a low percentage of San José residents are aware of the availability of the existing public access resources managed by AT&T.

·        AT&T’s public access policies and procedures, which include a variety of serious restrictions on the availability of the local programming resources to the general public, are a major reason for the relatively low level of activity in this area by San José residents. 

            The Buske Group’s inspection verified the statements made by members of the focus groups, who complained that existing production equipment was inadequate, the time limits on its use too restrictive, the available training and support inadequate, and the facility too small to use.[82]

 

            In addition, some limitations of the access operations are the result of the design limitations of the system.   One way to increase coverage of community cultural and arts events – which focus groups identified as one of the critical ways in which the PEG resources could be used – would be to have the ability to originate programming remotely from city locations where such events are held.  However, because the cable system does not have two-way capability, it is not now possible to originate programming remotely from city locations where cultural events are held.  This problem could be addressed if the cable system had adequate two-way capacity.

.

            Based on the foregoing, in addition to the PEG/system design needs and interests already identified, the PEG needs and interests in this community can be summarized as follows:

 

·        There is a need and interest in having a sufficient number of channels provided for PEG use, receivable by all subscribers.  At a minimum, this requires that the existing three PEG channel be maintained,  that the fourth channel already requested by the City under the existing franchise be added as soon as possible, and that at least one new channel be added as the rebuilt network is activated throughout the City. The existing capacity devoted to PEG use is inadequate.  In addition, there is a need or interest in having additional channel capacity set aside if and as the use of the channels grows.   Moreover, PEG channels should be available in analog formats, and digital formats, if both formats are provided commercially.  PEG programmers should be able to use the capacity provided for transmission of any information, not just video; moreover, sufficient capacity should be available on the network to enable PEG users to take full advantage of advances in cable technology and system capabilities, including two-way capability that allows PEG providers and users to take advantage of interactive television services if and as  they become available on the cable system.[83]  Among other things, there is a need and interest in assuring the company’s cable modem platform can be used to receive and transmit PEG programming, without unreasonable interference, with appropriate connections to avoid latency and other technical problems.

 

·        There is a need and interest in having PEG channels managed by an entity or entities committed to promoting the use and development of the channels., and with adequate experience to ensure such use and development.

 

·        There is a need and interest in having substantially improved access facilities, equipment and support so that use of the system can be encouraged, so that potential users can be properly trained and assisted in production, so that production facilities are readily available for remote and studio productions (and post-production work), and so that playback can occur smoothly.

 

·                    More specifically, there is a need and interest in having two user-friendly,  accessible Community Media Centers that provide both public and educational access users with a places of sufficient size (and expandability) so that (a) there is adequate studio space, designed in such a way that it can meet user demands efficiently; (b) there is adequate space for equipment to playback and control programming on PE channels; (c) there is separate and adequate space available for editing programs; (d) there is separate and adequate space available for training, planning meetings and administrative functions (office space, storage space, bathrooms, and so on); and (e) PE facilities and equipment are distributed so that people throughout this large and diverse community have reasonable access to them, at convenient locations and times.   Each facility should have adequate parking and be fully accessible to persons with disabilities.

 

·                    There is a need and interest in having high-quality equipment[84] provided for public use that could be used for producing programming in the field or in the studio; editing it; and for playing back programming that may be produced utilizing a variety of formats.  This equipment should be replaced and upgraded over the term of the franchise as needed.

 

·                    There is a need and interest in having high quality equipment provided for educational use, including playback equipment and equipment permitting educators to receive and record programming submitted over the channels set aside for educational use on the subscriber network or the institutional network. This equipment should be replaced and upgraded over the term of the franchise as needed.

 

·                    There is a need and interest in having high quality equipment provided for government use, including cameras and sound equipment for City Council chambers, field and editing equipment and studio equipment for public service programming. This equipment should be replaced and upgraded over the term of the franchise as needed.

 

·                    There is a continuing need and interest in being able to utilize the existing PEG facilities and equipment until the City determines that those facilities and equipment are no longer needed.  Any proposal should contain a provision that ensures that such facilities and equipment will remain available for up to 24 months, to allow for continuing PEG operations until the transition to new facilities is complete.

 

·                    There is a need and interest in having operating reliable upstream capacity available throughout the community to enable PEG users to originate and cablecast programming live from remote locations.

 

·                    There is a need and interest in having dedicated bi-directional connections available from access production facilities for public, for educational and for government use, with sufficient capacity activated in both directions to enable those managing the PEG channels to (a) receive signals intended for retransmission on the subscriber network from the institutional network and from remote locations; (b) select signals for retransmission, and to transmit and route those signals onto appropriate channels on the subscriber network, or on the institutional network, without the assistance of the applicant.  The connections should include all routers, modulators, demodulators and other equipment required to provide this functionality.

 

·                    PEG facilities and equipment  should be available to the user at no charge to the user from the cable operator.

 

·                    There is a need and interest in AT&T providing support for PEG so that among other things: facilities are open days, weekend and evening hours; there is an active outreach program and a carefully planned training program, aimed at different skill levels; playback and technical assistance can be provided to users; and the access facilities and equipment can be properly managed and maintained.

 

 

 

            In addition to the foregoing, there are a few miscellaneous PEG needs and interests that staff believes should be emphasized here (as already indicated, The Buske Group Report contains a more detailed description of PEG needs and interests).

 

            Staff is advised by the Buske Group that, in several communities, access centers are bounced from one channel location to another. Thus making it more difficult for viewers to find and use the channels (and preventing the channels from developing a clear identity).  Some channel locations are not as good as others, and are subject to interference.  Placing an access channel so that a good quality signal cannot be delivered to subscribers is akin to not providing the channel at all.  Further, it is important that the availability of the access resources be publicized.  The Buske Group found that the access channels had not been sufficiently publicized.  Accordingly:

 

·        There is a need and interest in ensuring that the PEG channels are provided and publicized in a way so that they are easily identifiable to subscribers, and provided using channels that can deliver PEG signals without significant degradation.

 

·        There is a special need and interest in ensuring that cable service are available to all schools, libraries and government buildings, particularly so that these entities can receive the important educational and governmental information carried over the cable system.  Accordingly, in almost every franchise, operators are required to provide free drops and free service to these locations.  We conclude there is a need and interest in drops and services here, that will make cable available throughout these facilities.

 

·        The need to coordinate PEG use (including PEG use of the institutional network) will present particular issues if and when a second provider enters the community. The franchise must therefore include provisions that require the incumbent to cooperate with new entrants to ensure that PEG and I-Net obligations are satisfied cost-effectively, and that, under appropriate circumstances, permit the City to modify obligations as appropriate so that it can comply with the requirements of state law for competitive franchises, to the extent applicable.

 

 

 

D.                System Construction And Extension Issues

1.                  Time for completion.

            As already discussed, the cable system in the City is not close to the state of the art in the cable industry, and needs to be rebuilt.  City residents have fewer program choices, receive less reliable service, and have no opportunity to receive advanced, interactive services.  The City has reviewed complaint logs that reveal substantial complaints about existing cable service.  There is a clear demand that cable problems be remedied as quickly as possible.            

 

            Under federal law, the City must allow the cable companies a reasonable time to make the improvements required to upgrade the system.[85]  As suggested above, the City has an interest in ensuring that construction and system modifications are completed expeditiously, so as to minimize any necessary service interruptions, as well as disruption of economic activity and of the rights-of-way.  To adequately protect their economic and property interests, the Cities must be able to enforce timing and construction requirements.

 

            CTC reviewed the requirements of the proposed RFRP in light of the density of the community, and the number of underground and aerial miles in the City.  CTC concluded that the company could be reasonably expected to complete build-out of a rebuilt system within 48 months.  Because operators can commence work required on an upgrade even before a renewal proceeding is completed, we propose to adopt that time frame, geared to a date certain.  In that way, any delays caused by the renewal process will not affect subscribers.  To satisfy the  staff’s model, the entire City should be rebuilt by a date no later than 48 months from the granting of the franchise renewal or June, 2006, whichever is earlier. 

           

2.                  System extension.

            Even after a cable system is constructed, it will often need to be extended to new subdivisions.  These may be areas within the boundaries of an existing service area that are not now reachable by the cable system, without extending the network plant to a point where the home or business can be served by a drop. As already discussed, the City and schools have an interest in being able to deliver information service to the entire community.  And, the ascertainment, as discussed earlier, demonstrates substantial interest by residents and subscribers in receiving advanced services via the cable system.  To get on the information highway, of course, the highway must pass by one’s door.

 

            There is a cost to requiring an operator to extend service to all areas of the community.  However, according to CTC, this is a relatively dense community.  Given this, and the importance of the need and interest identified, staff concludes that the company should be required to extend service promptly upon request of any potential subscriber who wishes to subscribe to the company’s service.    

           

3.                  Supervision of construction.

            Cable system construction can involve significant disruption in a community.  CTC has advised the staff that its experience in other communities shows that this type of project should proceed according to a rational plan, that ensures the public is informed, that construction proceeds rationally, and that it is completed on time.  A construction plan can also ensure that the City understands what it can expect to be required to do in order to help an operator move efficiently through the permitting process.  It also permits the City and other to coordinate and take advantage of street openings.  In addition, of course, the City has an interest in ensuring that the system that is being installed will in fact comply with franchise requirements.  By requiring adequate quality control, and by requiring the operator to describe in detail what it is doing, the operator and the City can be in a position to address problems so that the problems can be resolved before the date scheduled for the project to be completed. 

 

            Setting aside the advice from CTC, the results of the inspection of the physical plant, as well as the City’s experience in previous cable build-out projects, suggest that there is very good reason for the City to ensure that it is in a position to supervise this project, and to ensure that during the course of the rebuild, problems with the existing system are in fact cured.[86]  A plan will also help us ensure that there is an acceptable procedure  for notifying property owners along the affected right-of-way as to when the right-of-way will be trenched, and the expected duration of the trenching.[87] 

 

            Moreover, given the current states of the systems, staff believes that there is a need and interest in assuring that the existing problems, once corrected, do not recur.  CTC has advised us that it would be appropriate to establish requirements for ongoing inspection, maintenance and testing (as well as compliance with all local codes) in order to protect against future problems.  It also follows, that, because construction work on a cable system, and other tasks, are often performed by contractors or subcontractors, there is a need and interest in ensuring that the contractors and subcontractors are properly trained, subject to the same rules that apply to the cable operator, and that the cable operator bears unqualified responsibility for their work.

 

4.                  Coordination of construction.

            The City’s Public Works Department has emphasized the importance of ensuring that the cable operator is required to coordinate and cooperate with the City in trenching.    There is an overall effort in the City to improve the transportation corridors and to preserve and improve the beauty of the community. Therefore, the City must be in a position to require cable operators to underground facilities consistent with these goals.   Street cuts can limit the life of a roadway.  They are expensive for both the City and the operator.  It is therefore important to minimize cuts and trenching by coordinating street use, and by requiring companies to cooperate so that facilities can be placed when trenches are open. 

 

In sum, based on the ascertainment, staff has identified the following construction-related needs and interests.[88]

 

·                     There is a need and interest in having cable service available to all in the community, (including to businesses, non-profit organizations, and to residences, as well as to schools and government agencies).  To that end, the Applicant should be required to extend its system upon request for service to any potential subscriber in the City on a timely basis, without requiring the potential subscriber to pay for that extension.  In areas that are zone commercial, and not mixed use, however, the applicant may charge for extension where an extension of (a) more than 400 feet is required to reach the property line of the commercial establishment; and (b) less than 10 commercial outlets are requested per lineal mile.  In that instance, unless the Applicant is already providing service, the potential non-residential subscriber may be required to help share in the cost of the extension; but the subscriber share should be just that: a reasonable share. There also is a need and interest in having free drops and services to schools, libraries and public buildings.  No extension charge can be levied for schools, libraries and government buildings.

 

·                    There is a need and interest in assuring that any upgrade performed should be performed pursuant to a construction plan that is reviewed by the City for compliance with the requirements of the franchise.   There is a need and interest in having the plans for upgrade of the system ensure that the rebuild is completed with minimum disruption of the rights-of-way or service.

 

·                    There is a need and interest in ensuring that Applicant has plans in place that are designed to ensure that it complies with local standards for construction, and that ensure that construction errors are promptly corrected.

 

·                    There is a need and interest in providing for testing of the system to determine whether the rebuild has been successfully completed and to identify problems and resource performance on an ongoing basis.

 

·                    There is a need and interest in ensuring that the franchise includes the right for the City to require that Applicant adopt a maintenance plan; that it follows that plan (subject to regulations and applicable law), and periodically reviews and updates the plan.  The plan should ensure that all parts of the system are properly maintained in a way that is designed to prevent failures.  There is a need and interest in ensuring Applicant has procedures in place for complying with local requirements (including permitting requirements) for use of the rights of way. 

 

·                    There is a need and interest in ensuring that the Applicant cooperates and coordinates in joint trenching, and complies with the requirements of the City with respect to joint trenching and undergrounding. 

 

·                    There is a need and interest in ensuring that Applicant’s employees, contractors and subcontractors are competent and well-trained, and will abide by the requirements of the franchise and applicable law, as if the work were being directly performed by the Applicant.[89]

 

IV.              FRANCHISE CONDITIONS AND OTHER REGULATORY ISSUES

 

            In addition to the matters already discussed, a renewal franchise agreement must contain a number of provisions in order to ensure that franchise requirements are properly implemented. In addition, both the franchise agreement and local law must contain provisions to protect the Cities’ and their citizens, including cable subscribers, and to enable the Cities to manage their public rights-of-way fairly and effectively.  The City believes that it has the authority to establish these conditions unilaterally.  However, it is also the case that these conditions serve paramount public needs and interests.

 

            The following brief discussion of certain key provisions is intended to elaborate on some of the reasons underlying those provisions.  This discussion is not intended to be comprehensive.

 

1.                  Term

            The length of the franchise is primarily a function of allowing the operator sufficient opportunity to earn a return on its required investment, while ensuring that (a) the operator’s performance will be evaluated within a reasonable period of time, so that the operator has incentives to maintain its performance at a high level, to ensure that its franchise can be renewed; and (b) to allow the community to reevaluate franchise requirements, in light of changes in technology.   Several recent franchises have been granted for 10 years, and staff is not aware of any that exceed 15 years. Given the City’s current experience with a 15-year franchise – for example the antiquated A/B switch system still in place, and PEG facilities that are inadequate to meet current needs -- and given the renewal provisions of the Cable Act, which ensure any application for renewal will be fairly considered, staff believes a 10-year franchise is the maximum appropriate.

 

2.                  Franchise Fees

            Franchise fees are imposed to help compensate the Cities for use of their public rights-of-way, property that was acquired and is maintained by each community as a whole.[90]  However, franchise fees are subject to a form of federal “rent control” that prevents cities from simply charging the fair value of the property that the cable companies use.  Charging less than the maximum amount allowed by law would effectively mean that everyone subsidizes cable’s use of the rights-of-way.  While staff recognizes that cable subscribers would prefer not to have a franchise fee --- because operators itemize the fee on bills, staff also note the following.  First, it is fair to those who DO NOT subscribe to cable to ensure that the companies pay for the public property that they use.  Second, the City Council may choose to designate a portion of increased franchise fees – to the extent that the amount collected increases due to, for example advanced services an/or increase in subscribership – to fund Public and Education access activities that will provide substantial benefits to subscribers and to the community at large. Thus, we think the best approach to the franchise fee is to continue to charge the maximum permitted fee, which for now is 5% of gross revenues. 

 

            The City’s experience over the last term suggests that the franchise fee definition should be clear and broad, and consistent with the federal rent limitations. It also further suggests that we should have the clear ability to review all of the company’s financial data.  

 

3.                  Scope of Grant

            Federal law draws a distinction between cable systems and telecommunications systems, and suggests that to the extent telecommunications systems are authorized and regulated by local governments, this ought to be done separately from a cable franchise.[91]  In particular, changes in the Cable Act made by the Telecommunications Act of 1996 indicate that the federal Cable Act does not apply to the provision of telecommunications services by a cable operator; that a cable operator is not required to obtain a franchise under the federal Cable Act for the provision of telecommunications services; and that a franchising authority may not impose any requirement under the federal Cable Act that has the purpose or effect of prohibiting, limiting, restricting, or conditioning the provision of a telecommunications service by a cable operator or its affiliate.[92]  By restricting these prohibitions to franchises issued under the federal Cable Act, however, Congress indicated its intent to permit state and local governments to require appropriate compensation and to manage their public-rights-of-way through instruments other than cable franchises issued under the federal Cable Act.[93]  Thus, it appears to be the intent of Congress that the two be treated separately.  For this reason, among others, any renewal franchise for AT&T will only authorize the company to use the City’ public rights-of-way for the provision of cable service  and to provide such other services as are required to meet its PEG obligations (including PEG obligations related to the I-Net).

 

4.                  Transfers

            The City’s decision to grant renewal franchise is based on the expectation that the entity to whom the franchise is granted will be the person who will perform the franchise requirements.  In effect, the decision to grant a franchise is a decision to ensure the City’s needs and interests are met for the duration of a renewal franchise.  Any transfer may affect these and other conditions, and the City may have chosen to deny a franchise to the transferee had it applied. Thus, the City must have the opportunity to review a transfer, to determine the likely impact on the performance of franchise requirements and the community, and to grant, grant with conditions or deny the transfer based on the reasonably predicted impact.  For similar reasons, the term “transfer” should be broadly construed to include transactions they may result in the transfer of all or a portion of the franchisee’s interests in the cable system or the franchise, change in the control of the franchise itself, or similar results however achieved.[94]

 

           

 

This is so because a change of control, as well as a change in the actual holder of the franchise can have enormous consequences for the community.  In some cases, the effect may be beneficial, by increasing the financial resources available to the community.  But a merger could also have the reverse effect, and could result in the transfer of the franchise to an entity that is simply not prepared to satisfy its franchise obligations.  while the City could always seek to enforce the franchise, a change that effectively increases the cost to the City of obtaining its contractual benefits harms the City and subscribers.  The City has a substantial interest in avoiding these adverse effects.

 

For this reason, the City has devised a transfer procedure that uses standards for measuring changes in control that are consistent with standards that have been used by other regulatory agencies.  In addition, the City has developed factors that will be considered in determining whether to grant a transfer which go the basic question of the determining whether (a) performance is likely to be affected; and (b) whether there is likely to be an adverse impact on the City or the public.   The fact that the City makes an adverse determination on any point does not mean a transfer will be denied, but it does mean that the City will be in a position to establish transfer conditions to avoid adverse effects (this might include requirements for corporate guarantees, for additional bonds, or resolving compliance and non-compliance issues so that there is no misunderstanding as to what is and is not required). Finally, the transferee should reimburse each city for all costs incurred in connection with a transfer request.  The transferee is not the franchisee and the review will uniquely benefit it.

 

 

5.                  City’s Exercise of Police Powers and Modification of Applicable Rules and Ordinances

            The City has the legal authority to utilize its police and other powers to secure and promote the public health, safety, and general welfare of its residents, and to adopt appropriate regulations of businesses over which it has jurisdiction.  In particular, because of the technical, economic and regulatory volatility of the cable industry, the City must have regulatory flexibility if it is to meet its duty to the public while still granting renewal franchises.  Accordingly, any renewal franchise must preserve the City’s police powers and regulatory flexibility to the maximum extent possible.

 

6.                  Compliance with Applicable Laws

            Many matters governing the operation and business practices of a cable operator are addressed by federal, state and local laws and regulations. The City’s grant of any franchise is based on the assumption that a franchisee would comply with such laws and regulations.

 

7.                  Severability

            A cable television franchisee will enjoy special rights to use the City’s unique rights-of-way.  To ensure that a franchisee does not essentially convert what is valuable city property to private purposes, the City imposes conditions on the franchisee’s use of the rights-of-way.  This ensures, among other things, that the community at large shares in the benefits which flow from the franchise grant.  The grant would not be made if those benefits were not received.  Therefore, any franchise agreement must include a provision that makes it clear that if material provisions of the agreement are unenforceable, the City can void or reconstitute the franchise.  The cable companies should not be able to retain the benefits of a franchise agreement without providing the corresponding benefits to this community.

 

8.                  Insurance Requirements; Indemnification; Bonds; Letters of Credit; No Recourse

            Franchises typically include provisions that are designed to (a) ensure that the City, and the City’s citizens, bear no risk as a result of a franchisee’s use of rights-of-way; and (b) ensure that the franchisee complies with applicable requirements, and if it does not, the City can complete the required work and obtain compensation for the damages caused.  As to the first point, the franchisee can cause damage to public and private property when it is in the streets.  It can create hazards that may lead to lawsuits.  It should be clear that the City should bear no risk associated with such suits, and what is more, the City has an interest in assuring the operator has the insurance and other protections in place so that it can be held responsible for the damage that it causes. 

 

            In addition, the City needs to enter and use the streets constantly.  The use by the cable company is an important use, but that use is secondary to other uses.  If, by reason of allowing a cable company to use the streets, the City were exposed to liability if it caused damage to the cable company’s property, the City’s potential liability would be enormous and its ability to use its own property limited.  In commercial leases, landlords usually require tenants to assume all risks that flow from the occupancy of the building: a landlord doesn’t, for example, agree typically to compensate the tenant for business losses if a roof leaks.   The City cannot afford to assume any risks associated with the use of the rights of way by a cable company.

 

            Performance guarantees, in the form of letters of credit and bonds, ensure that work that the operator promises to perform is performed.  If the City’s only remedy is a lawsuit, the benefits that are promised will inevitably be delayed, and may in many cases be deferred forever.  By ensuring that there are funds available, the City ensures that the benefits promised are delivered.

 

9.                  Liquidated Damages

            As a related matter, there are a number of franchise requirements where noncompliance could significantly reduce the benefits of the franchise, and thus harm the City, but where the amount of damages is hard to estimate.  Because of this, it is essential to include liquidated damages amounts, and to make it clear that those damages apply from the time a breach occurs.  This ensures that the company is not rewarded for non-compliance, and ensures that it does not adopt a policy of only complying when caught.

 

10.              Termination

            The City must also have available more serious remedies -- revocation or shortening the term of a franchise -- in the event of a serious breach of performance.  Any business relationship depends upon a satisfactory working relationship between the parties; no working relationship can be established and maintained if the franchisee lies or attempts to deceive, refuses to comply with key provisions of law or its agreed upon obligations, or repeatedly violates law or its agreed upon obligations.

 

            At the same time, it is important that subscribers not be disadvantaged if a franchise must be revoked.  Therefore, a cable operator must be required to ensure continuity of service for a reasonable time until a new cable operator begins to offer service.  Any renewal franchise must be subject to these provisions.

 

11.              Relationship of Remedies

            The remedies available under a renewal franchise agreement should not be exclusive.  The public’s compensation for harm suffered should be as complete as possible; therefore, remedies should be available singly or in combination. 

 

12.              Abandonment

            Any renewal franchise would be granted in return for each franchisee’s promise to provide service throughout its franchise area in accordance with a franchise agreement.  Thus, a renewal franchise must ensure that if for any reason the company stops providing service in accordance with the franchise over all or a part of its system, the City is able to take action to ensure that service continues.  In addition, if property is abandoned, the City must be able to ensure that it is either removed, or that, the City can take ownership of the property.  There is enormous potential risk to the City if property remains in the street, it is no longer subject to a franchise, and the City does not have the right to dispose of that property as it sees fit (during construction or excavation projects, for example).

 

13.              Conditions on Use of Public Rights-of-Way

            One purpose of the franchising process is to protect public property used by private entities from harm and to ensure that the property can be used by others.  For example, a franchisee may need to cut open a road or bore under it to install or repair a line.  Improper restoration can leave a permanent bump or depression in the road, or even cause it to collapse.  This is an important public safety issue. Thus, franchises in the City must be subject to conditions regarding the use of the public rights-of-way. It is essential that a renewal franchise continue to protect municipal property and make it safe and available for multiple users, including other utilities.  Moreover, use standards and requirements change over time, as do the City’s planning goals.  The placement of these private facilities in the right-of-way must not be allowed to interfere with the implementation of  these new standards, or permit cable franchisees to avoid rules or fees that are imposed in connection with various activities in the rights of way.  Finally, the use of the rights of way cannot be allowed to interfere with any public projects.  Accordingly, franchisees should be required to meet certain minimum standards for use of the rights of way to satisfy these goals, and the City must have the flexibility to establish new standards and procedures over time.

 

14.              Customer Service Provisions

            The failure of cable operators to provide good customer service received national recognition in the 1992 amendments to the Cable Act and the minimum customer service standards adopted by the FCC.[95]  Those federal standards, however, recognize that additional or more stringent standards may need to be adopted by particular localities, based on specific conditions and on the behavior of particular cable companies.[96]

 

            The record here shows, as discussed earlier, that  AT&T has not provided adequate service.  As The Buske Group points out, in order to meet the needs and interests of this community, it is necessary and appropriate to adopt strong customer service standards.  Moreover, because customer service practices and community needs change over time, the City must be able to alter and apply these altered standards to each franchisee, to protect the public.  This, too, is contemplated by the Cable Act, which permits the establishment of customer service standards by ordinance.

 

15.              Rate Regulation

            In 1992, Congress determined that it was necessary to protect subscribers from unreasonable rates for cable service and equipment.  The current Cable Act, and the FCC’s implementing regulations, place significant limitations on local governments to regulate service rates.  Nonetheless, based on the rate issues that have arisen in this City, it is important that the City retain the right to regulate rates, and the right to pre-approve rates and rate changes, except where the law prohibits it from doing so. (Indeed, while service rate regulation is limited, some charges levied by cable operators – disconnect rates, for example – may be subject to the control of the City). [97]

 

16.              Reports and Records<