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3o. Authorize Filing for Rate Regulation, Cable TV, FCCn n 1 MEMORANDUM 30. CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 0 FAX (612) 937 -5739 TO: Mayor and City Council FROM: Don Ashworth, City Manager DATE: May 3, 1994 SUBJ: Authorize Filing for Rate Regulation, Cable TV, FCC The city council authorized staff to submit form FCC 328 (rate regulation form) approximately one month ago. However, staff informed the council that we would be having an additional meeting(s) with the cable operator and that before the actual forms were submitted, that we would notify the city council of such. Our last meeting with our cable advisor (Brian Grogan), the Mayor, and representatives of Triax concluded with the belief that it would be in both the city's and Triax's best interest if those forms were submitted [Note - the South Lake Minnetonka group of cities has completed rate regulation authorization for that group of cities and, accordingly, Triax is facing no additional burdens if Chanhassen similarly files for rate regulation.] J� LAW O FFICES ' MOSS & BARNETT A PROFESSIONAL ASSOCIATION 4800 NORwesT CENTER ' 90 SOUTH SEVENTH STREET MINNEAPOLIS, MINNESOTA 55402 -4129 BRIAN T. GROGAN TELEPHONE (612) 347 -0300 TELECOPIER 16121 339 -6686 ' ) 612) 347 -0340 ['ABLE COMMUNICATIONS UPDATE TO: MOSS & BARN ETT-CLIENTS AND INTERESTED PARTIES . FROM: BRIAN T. GROGAN ' DATE: APRIL 27, 1994 RE: THE FCC'S NEW RATE REGULATIONS ' Ocopyright 1994, Moss S Barnett, A Professional Association ' Effective May 15, 1994, Al _ cable systems will be governed by the Federal Communications Commission's ( "FCC ") new rate regulations. These new rate ' regulations require cable operators to reduce rates by 174 from their September 1992 rate levels (and thereafter adjust them upward for inflation, channel additions /deletions, and increases in external costs) unless they qualify for "transition relief." STEPS FOR IMPLEMENTATION ' Franchising authorities which are already "certified" by the FCC to regulate rates for the basic cable service tier and related equipment do not need to take any additional action with the FCC to regulate rates under the new regulations. Those franchising authorities that have not yet been certified by the FCC must use FCC Form 328 to obtain certification. Franchising authorities which previously adopted rate regulations consistent with the FCC's former rate regulations will not typically need to amend their ' regulations. However, franchising authorities should review their rate regulation ordinances and resolutions to ensure reference has been made to 47 C.R.F. Part 76, subpart N. ' Franchising authorities wishing to submit a complaint against a cable operator for "other cable programming services" (i.e. the expanded tiers of service) must still complete and file FCC Form 329. Complaints regarding rates in effect since September 1, 1993 are prohibited unless FCC Form 329 was filed before February 28, 1994. Franchising authorities may file complaints against cable operators with respect to "increases" in rates for other cable programming services within 45 days of such an increase, by filing FCC Form 329. ' If a franchising authority has (1) been certified by the FCC, (2#, Ad ptedD rate regulations consistent with the FCC's, (3) given the cable operator ' 1 CITY Ur -- Cable operator not required to make any filing until ' certification and written notification are completed. -- Once certification and written notification are completed, ' cable operator has 30 days to file both Form 393 and Form 1200 with franchising authority. -- Franchising authority must complete review of Forms within , 30/120 day time periods. 2. Franchising authority has provided written notice to cable operator ' that it is certified and that cable operator is subject to rate regulation, but cable operator has not filed Form 393 with franchising authority, prior to May 15. 1994 ' -- Cable operator need not comply with 30 day time period for filing Form 393 but is permitted to wait until June 15, 1994 , MOSS & BARNETT t A PxopmioNAL ASSMATION appropriate written notification that it is "subject to rate regulation," and (4) obtained FCC Form 393 from its cable operator, then the 30 day period for review of Form 393 must be complied with (or 120 days if the franchising ' authority invokes a 90 day extension). For these communities, cable operators must automatically provide a new FCC Form 1200 (a /k /a "First -Time Filers Form ") as well as other applicable FCC forms to notify the franchising ' authority of adjustments and possible reductions in the rates charged for the basic cable service tier and related equipment. Form 1200 will be submitted shortly after May 15, 1994 to franchising authorities which have already received Form 393. However, some cable. operators may take advantage of a 60 ' day waiver of the FCC's new rate regulations, which will correspondingly delay the filing of Form 1200 with these franchising authorities. If a franchising authority has not filed for certification with the FCC, but takes the steps necessary to become certified, the cable operator must simultaneously submit both Form 393 and Form 1200 to the franchising authority. The franchising authority may then review Form 393 for the period ' between September 1, 1993 and May 15, 1994, and review Form 1200 for the period beginning May 15, 1994. Franchising authorities are permitted 30 days (and up to 120 days) to complete review of Forms 393 and 1200. Franchising , authorities which do not seek certification from the FCC essentially waive their right to review and the approve rates charged by their cable operators for the basic cable service tier and related equipment. ' WHAT TO EXPECT FROM THE OPERATOR The cable operators' deadlines for filing applicable forms vary depending ' upon the status of the franchising authority's review. The following examples may be helpful for communities to understand exactly what cable operators will be required to provide as of the effective date of the new regulations (May ' 15, 1994). 1. Franchising authority is not certified and has not notified the cable operator that it is subject to rate regulation as of May 15 ' 1994 -- Cable operator not required to make any filing until ' certification and written notification are completed. -- Once certification and written notification are completed, ' cable operator has 30 days to file both Form 393 and Form 1200 with franchising authority. -- Franchising authority must complete review of Forms within , 30/120 day time periods. 2. Franchising authority has provided written notice to cable operator ' that it is certified and that cable operator is subject to rate regulation, but cable operator has not filed Form 393 with franchising authority, prior to May 15. 1994 ' -- Cable operator need not comply with 30 day time period for filing Form 393 but is permitted to wait until June 15, 1994 , i' MOSS & BARNETT A PROMSSIONAL Assoc[Anon (or later depending upon; application of 60 day waiver) to file both Form 393 and Form 1200 with franchising authority. -- Franchising authority must complete review of Forms within 30/120 day time periods. 3. Cable operator has filed Form 393. but franchising authority has not issued decision as of May 15, 1994 ' -- Franchising authority must complete review of Form 393 within 30/120 day time periods. ' -- Cable operator must file Form 1200 with franchising authority within 30 days of May 15, 1994 or within 30 days of implementing its rates prior to July 14, 1994 under applicable ' FCC 60 day waiver. -- Franchising authority must complete review of Form 1200 within 30/120 day time periods. 4. Franchising authority has issued final decision on Form 393 as of May 15, 1994 1 -- Cable operator is required to file Form 1200 with franchising authority by June 15, 1994 or within 30 days of implementing ' its rates under FCC 60 day waiver. -- Franchising authority must complete its review of Form 1200 ' within 30/120 day time period. ii'HEN WILL SUB SCRIBERPRATES CHANGE? ' Cable operators must comply with the FCC's new regulations by May 15, 1994 to avoid refund liability. The FCC, however, will not impose refund liability for an additional 60 days (until July 14, 1994) provided: ' 1. The cable operator does not change any rate for regulated service or equipment, or restructure any regulated service or equipment offering until July 14, 1994; ' 2. The cable operator provides 30 days notice to subscribers of any change it ultimately makes in response to the new regulations; ' 3. All rate and service restructuring is completed by July 14, 1994. Any operator that does restructure its rates and service offerings before ' July 14, 1994 will have its refund liability triggered on the date the restructuring occurs. Any cable operator electing to take advantage of the FCC's 60 day waiver described above must notify either the franchising ' authority or the FCC of the waiver by the date on which its rate justification on Form 1200 must be filed with the franchising authority. I Under the FCC's original rules, the benchmark -rate was based on three ' variables: the number of subscribers, the number of regulated channels and the percentage of satellite delivered channels. The New Benchmark Rate formula (under Form 1200) is more complex and involves the application of nine different variables: ' 1. Total number of channels per tier as of March 31, 1994; 2. Number of non - broadcast channels per tier as of March 31, 1994; ' 3. Number of subscribers on each tier as of March 31, 1994; 4. Number of customers in service tiers in 1993; , 5. Median household income for the franchise area; ' 6. Monthly average number of subscriber additional outlets in 1993; 7. Monthly average number of remotes rented in 1993; ' 8. Total number of subscribers for the whole system as of March 31, 1994; and ' 9. For systems owned by a multiple system operator (MSO), the number of systems in the MSO as of March 31, 1994. ' 1 To compute a system's "Full Reduction Rate," a system first calculates its ' September 30, 1992 regulated revenues per subscriber, less 17 %. The resulting figure is then adjusted to account for inflation from October 1992 through September 1993; changes in external costs occurring after the earliest of the ' date in which the system received notice of local certification to regulate basic service, the date on which a complaint was filed regarding expanded service, or February 28, 1994; and changes in the number of channels carried ' on regulated service tiers occurring after September 30, 1992. 2 This calculation takes a system's per subscriber regulated revenues (for service and equipment) as of March 31, 1994 and adjusts it to reflect any ' external costs increases (described in the regulations but not including inflation) occurring after the system's initial date of regulation (or February 28, 1994, whichever was earlier) and before March 31, 1994. 1 MOSS & BARNETT A PaoressIONAL AssocIAmON HOA�DO OPERATORS CALCULATE NEW RATES The FCC's new regulations have substantially modified the FCC's old ' benchmark rate regulation approach. The modified approach requires cable operators to compute their New Benchmark Rate (described below), Full Reduction Rate (based on a 17% "competitive differential ") and their ' March 31, 1994 Rate 2 . If the cable operator's March 31, 1994 Rate exceeds its Full Reduction Rate, the cable operator must lower its rates to the Full Reduction Rate level unless the system qualifies for "transition relief." FCC Form 1200 is to be used by cable operators to complete these calculations. ' Under the FCC's original rules, the benchmark -rate was based on three ' variables: the number of subscribers, the number of regulated channels and the percentage of satellite delivered channels. The New Benchmark Rate formula (under Form 1200) is more complex and involves the application of nine different variables: ' 1. Total number of channels per tier as of March 31, 1994; 2. Number of non - broadcast channels per tier as of March 31, 1994; ' 3. Number of subscribers on each tier as of March 31, 1994; 4. Number of customers in service tiers in 1993; , 5. Median household income for the franchise area; ' 6. Monthly average number of subscriber additional outlets in 1993; 7. Monthly average number of remotes rented in 1993; ' 8. Total number of subscribers for the whole system as of March 31, 1994; and ' 9. For systems owned by a multiple system operator (MSO), the number of systems in the MSO as of March 31, 1994. ' 1 To compute a system's "Full Reduction Rate," a system first calculates its ' September 30, 1992 regulated revenues per subscriber, less 17 %. The resulting figure is then adjusted to account for inflation from October 1992 through September 1993; changes in external costs occurring after the earliest of the ' date in which the system received notice of local certification to regulate basic service, the date on which a complaint was filed regarding expanded service, or February 28, 1994; and changes in the number of channels carried ' on regulated service tiers occurring after September 30, 1992. 2 This calculation takes a system's per subscriber regulated revenues (for service and equipment) as of March 31, 1994 and adjusts it to reflect any ' external costs increases (described in the regulations but not including inflation) occurring after the system's initial date of regulation (or February 28, 1994, whichever was earlier) and before March 31, 1994. 1 MOSS & BARNETT A PaovessioNAL Assomvon Once a cable operator _has computed its Full Reduction Rate, its New Benchmark Rate and its March 31, 1994 Rate, it is in a position to determine ' whether it must reduce its rates to the Full Reduction Rate or if it qualifies for "transition relief." ' WHICH SYSTEMS QUALIFYFOR MAMMON RELIEF? Transition relief is available for two types of systems -- systems owned ' by "small operators" and "low price" systems. Systems eligible for transition relief are not required to immediately reduce their rates. However, these systems will be subject to a study by the FCC, during which time the system's inflation adjustments will be capped. ' For purposes of qualifying for transition relief, a "small operator" is defined as a cable operator with a total subscriber base of 15,000 or fewer as ' of March 31, 1994. The small operator will not be eligible for transition relief if a 20% or greater equity interest in the small operator is held by a cable operator with more than 15,000 subscribers or if a cable operator with ' more than 15,000 subscribers exercises control over the small operator. In addition, the FCC has grandfathered small operators as of March 31, 1994. Thus, for ezample, if a larger company acquires a small operator after March 31, 1994, the systems formerly owned by the small operator do no lose their ' eligibility for transitional relief. The transition rate for a system owned by a small operator will be its March 31, 1994 Rate after separating out equipment rates. ' There are two categories of "low price" systems entitled to transitional relief. The first category includes any system in which its March 31, 1994 Rate is below its New Benchmark Rate (calculated using the new FCC Form 1200). The transition rate for such systems is the March 31, 1994 Rate with equipment rates separated out or "unbundled." The second category of "low price" systems includes any system in which its March 31, 1994 Rate is above ' its New Benchmark Rate, but in which its Full Reduction Rate is below the New Benchmark Rate. The transition rate for these "low price" systems is the New Benchmark Rate with equipment rates unbundled. ' Systems qualifying for transition relief are not required to immediately reduce their rate to the Full Reduction Rate. However, systems with transition rates will be the subject of a study by the FCC. This study will ' be based on information collected through an industry -wide survey of affected systems. The FCC will release its results when available and may order further reductions for "transition" systems. ' HOWARE SMALL SYSTEMS AFFECTED? ' The FCC lifted the stay of rate regulation for small systems (systems serving 1,000 or fewer subscribers) effective May 15, 1994. The FCC also adopted administrative rate relief for any independent small systems and small systems "owned" (20% active or passive equity interest) by multiple system operators with 250,000 or fewer subscribers all of whose systems have less than 10,000 subscribers and an average system size of 1,000 subscribers. These small systems are = required to unbundle equipment and services and in lieu of using FCC Form 393/1200, the systems, on an interim basis (until MOSS & BARNETT The subscriber is free to select.which channels will be included in A PROFESSIONAL ASSOCIATION the package. ' the FCC adopts average cost differentials for equipment), may reduce their March 31, 1994 rates for each regulated billed item by 14 %. ' This 14% reduction reflects the 17% competitive differential (contemplated in Form 1200) adjusted for inflation from September 1992 to ' September 1993. The 1,000 and 10,000 subscriber measurements will be ' determined on a headend rather than franchise basis. In addition, streamlined rate reductions will = be available to otherwise qualified small systems ' that already have restructured their rates in an effort to comply with the old ' FCC regulations. A small system wishing to implement the streamlined rate reduction ' approach must provide its subscribers and the franchising authority with written notice describing the rates that it will be adopting. Such notice must be provided with respect to basic rates by June 15, 1994, if a certified franchising authority had attempted to commence rate regulation prior to May ' 15, 1994, or within 30 days after the date on which the franchising authority commences rate regulation if after May 15, 1994. The statutory period of 180 days for filing cable programming service complaints against small systems ' starts on May 15, 1994, and will terminate on November 14, 1994. ARF. "A 1.A CARTE" SERVICES ALLOW -ED? The FCC has retained its two part test for determining whether rates for ' "a la carte" offerings should be regulated or unregulated. This two part test considers whether 1) the price of the package is less than the sum of the ' prices of the individual channels and 2) the component parts of the package are all available individually. The FCC has identified five factors which, if present, support the conclusion that the "a la carte" package is exempt from ' regulation: 1. The cable operator offered "a la carte" packages consisting of non - premium channels prior to regulation. ' 2. The cable operator conducted market research that suggests introducing an "a Is carte" package would be profitable, other than ' as a means of evading rate regulation. 3. The subscriber is free to select.which channels will be included in the package. ' 4. Subscribers are given a notice which fully discloses their options and the total price associated with exercising any of these options. ' 5. An insignificant percentage or number of channels in the package were removed from the regulated tiers. ' The FCC also identified 10 factors which, if present, support the conclusion that the "a Is carte" package should be treated as a regulated tier: ' MOSS & BARNETT A PROFESSIONAL AssociArwx 1. The introduction of the "a la carte" package results in avoiding rate reductions that Mould have otherwise been required under the FCC's regulations. 2. A significant percentage or number of channels in the package were removed from regulated tiers. 3. The package price is deeply discounted when compared to the price of an individual channel. 4. The channels taken from regulated tiers have not traditionally been marketed as "a la carte." 5. An entire regulated tier has been eliminated and turned into an "a la carte" package. 6. The subscriber must pay a significant equipment charge to purchase an individual channel in the package. 7. The subscriber must pay a "downgrade charge" to purchase an individual channel in the package. S. The "a la carte" package includes channels that were removed from lower tiers of channels, so that subscribers to those lower tiers are required to buy one or more intermediate tiers in order to receive the same channels. 9. Subscribers are automatically subscribed to an "a la carte" package through, for example, a negative option billing. 10. The affected programmers object to the restructuring of their services into "a la carte" packages. Cable operators must submit FCC Form 1215 whenever they submit Form 1200 to identify "a la carte" information. The FCC has also identified a specific procedure for franchising authorities to address "a la carte" offerings within a specified time period during the local review process. Franchising authorities affected by such "a la carte" packaging should consult FCC regulations for more detailed information regarding this issue. The FCC's new rate regulations include significant information which has not been summarized in this Cable Communications IIpdate For example, the FCC released detailed interim regulations on cost of service proceedings which cable operators may undertake to establish rates within a given community. Should you have specific questions regarding rate regulation within your community or if we can provide any additional information to assist you in this process, please contact Brian T. Grogan (612) 347 -0340. For those communities with whom we work regularly on rate regulation, please do not hesitate to contact us with any specific questions or comments, you may have on the status of your review and the impact which these new FCC rate regulations may have on the rates currently charged in your community. 7 MOSS & BARNETT A PROFESSIONAL ASSOC ATION The materials in this Cable Communications Update have been compiled from a variety of sources and address only a few points contained within hundreds of pages of regulations. We have not addressed many important points which may apply to your situation. You should consult with legal counsel before taking any action on matters covered by this Cable Communications Update Please complete the information below if your address has changed. If you know of someone who would like to receive our periodic Cable Communications Update please send us information and they will be included in our next mailing. Please place my name on your Cable Communications Update Mailing List. Please remove my name from your Cable Communications Update Mailing List. Name: Title: Address: ' City /State /Zip: Send to Brian T. Grogan, Moss 6 Barnett, 4800 Norwest Center, 90 South Seventh ' Street, Minneapolis, MN 55402 -4129, or faz to 612- 339 -6686. Please feel free to call with questions at 612- 347 -0340. BTG /slo 216ZBTG '