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Home My WebLink AboutRESPONSE - RFP - 8108 BROADBAND ENGAGEMENT SERVICES!! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15. 1! Broadband Engagement Services RFP City of Fort Collins Due at 3:00pm MST April 27, 2015 Prepare For Jessica Ping-Small Project Manager 215 North Mason Street, 2nd Floor Fort Collins, Colorado 80524 Prepared By Magellan Advisors 999 18th street suite 3000 Denver, CO 80202 O: 888.960.5299 F: 888.963.5299 E: jhonker@magellan-advisors.com !! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15. ii! I. Letter of Transmittal April 27, 2015 Jessica Ping-Small Project Manager 215 North Mason Street, 2nd Floor Fort Collins, Colorado 80524 Dear Ms. Ping-Small: Magellan Advisors is the leading public sector broadband consulting firm, providing broadband strategic planning and implementation services for local government organizations and public utilities across the United States. Our core business is assisting municipalities and public utilities to develop gigabit-ready broadband networks that enable their communities to thrive in the digital economy. We have assisted over 200 of these organizations in developing broadband, telecommunications, and wireless networks to better their communities, enhance economic development, reduce broadband costs, and expand availability of services. We have designed and implemented broadband networks that connect millions of subscribers and our reputation has been built on years of successfully planning and implementing broadband projects for cities like Fort Collins. Magellan is excited to assist Fort Collins and applaud your efforts in planning to bring next- generation broadband to the community. We believe any broadband initiatives by Fort Collins must be based on sound market, business, technical, and financial planning. We also believe that you must be measured in your approach to expanding broadband in Fort Collins, accounting for the complex business, organizational and financial considerations that come with municipal broadband initiatives. ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 1 Many broadband consultants over-promise results and set expectations beyond what is feasible for cities to accomplish in these projects because they don’t have the experience and don’t understand the complexities of municipal broadband. Magellan has the most experience in planning and implementing broadband strategies with municipal clients of all consulting firms, and we understand how difficult these projects can be to achieve the desired results. Our consultants have planned, built, operated, and managed over 200 municipal broadband networks and understand the business rules behind them, what makes them sustainable, and the key issues that can jeopardize their success. Fort Collins needs a consulting partner who understands these concepts and has the industry expertise to ensure your network is planned in a financially sustainable and market-driven way to maximize the long-term benefits to the community. In addition, the City needs a consulting partner that understands the importance of public- private partnerships and has negotiated them with private service providers. We will help you understand the true opportunity for Fort Collins to consider in recruiting and negotiating with private service providers in this project. We have helped cities and counties across the country determine the value of their broadband and utility assets, opportunities to use these assets, and the propensity of private service providers to partner with the City. This will be critically important for Fort Collins because it will determine the role the City and private providers will assume in delivering high-speed broadband. We will help you evaluate the pros and cons of the City investing in this infrastructure directly versus private service providers doing so, and help you decide what strategies are most favorable for Fort Collins. Fort Collins needs a consulting partner with the breadth of experience in planning and implementation of regional broadband networks; specifically for municipalities and public utilities. Our combination of expert broadband planning services and real-world business and operational experience will provide Fort Collins with the best solution for its strategic broadband project. Our team looks forward to serving Fort Collins’ needs and if you have any questions, please feel free to contact me directly using the information below. Sincerely, John Honker President & CEO, Magellan Advisors 999 18th Street Denver CO, 80202 O: 888.960.5299 E: jhonker@magellan-advisors.com ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 1 Table of Contents I. Consultant Background ................................................................................................................. 1 II. Project Approach ......................................................................................................................... 5 III. Scope of Services .......................................................................................................................... 6 IV. List of Deliverables ...................................................................................................................... 13 V. Project Manager ........................................................................................................................... 14 VI. Project Team Roles and Responsibilities .............................................................................. 15 VII. Sustainability ............................................................................................................................... 23 VIII. Project Budget ........................................................................................................................... 24 IX. Relevant Experience ................................................................................................................... 25 X. References ..................................................................................................................................... 29 XI. Additional Material ..................................................................................................................... 31 Appendix B. Letters of Reference ................................................................................................. 32 ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 1 I. Consultant Background A. General Experience of the Firm Magellan Advisors has been helping local government organizations develop and implement transformative fiber networks for over 12 years. We enjoy an outstanding track record in the industry, shown by our successful broadband network deployments in 25 states across the Country. We have helped more communities plan and deploy broadband networks than any other firm in the US with over 100 municipal fiber and community broadband networks either currently being built or in operation. We assist public utilities, municipalities, states, and federal agencies bring next generation broadband to communities across the country with the goals of promoting economic and community development, improving public safety operations, expanding healthcare services, and supporting educational needs. We utilize a whole-community approach to broadband planning to ensure that these networks provide the greatest benefit to all stakeholders in the community. This process involves developing comprehensive needs assessments across the community to determine current and future broadband requirements across all community stakeholders. Utilizing this approach, we custom fit broadband networks based on the profile of the community. Doing so enables communities to plan and build networks specifically designed to meet their needs, focused on achieving key objectives for economic and community development, education, healthcare, public safety, and community support. We are a member of the American Public Power Association (APPA), National Association of Telecommunications Officers and Advisors (NATOA), National Association of Development Organizations, and a Premier Member of the Fiber-To-The-Home Council. Our consultants routinely present on latest topics surrounding broadband, fiber-optic networking, and telecom markets regularly at conferences across the country. Magellan is an all-encompassing firm that will guide your project from conception to completion. We provide municipalities with experience in all aspects of broadband planning to ensure your project is completed the right way the first time. Listed below are some of Magellan’s current and past projects in broadband planning and implementation for public utilities and municipalities. Magellan Advisors is highly qualified to conduct and deliver a Fiber Optic Cable System – Design and Consulting Services for the City of Fort Collins. No other firm has the breadth of experience, available resources or record of success in broadband consulting as Magellan, particularly with cities similar Fort Collins. Listed below are some of Magellan’s additional projects in broadband !!!! !!!! !!!! ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 2 planning and implementation for municipalities’ and public organizations. ! Yuma County, CO ! City of Fort Morgan, CO ! Colorado EAGLE-Net ! Rancho Santa Fe, CA ! Niobrara County, WY ! Port of Whitman County, WA ! City of Hamilton, OH ! City of Ketchum, ID ! City of Missoula, MT ! Missoula County, MT ! Arizona GovNET, Inc. ! Massachusetts Broadband Institute ! Columbia County, GA ! Matawa First Nations, Ontario Canada ! University of Florida, PURC ! Southwest Florida Regional Planning Council ! State of Florida ! State of Vermont ! Seminole County, FL ! City of Clermont, FL ! Flagler County School District, FL ! City of Manors, FL ! City of Jupiter, FL ! City of Lake Jackson, TX ! City of Daytona Beach, FL ! City of College Station, TX ! City of Bryan, TX ! City of Riverside, CA ! Fort Pierce Utilities Authority, FL ! Riverside Public Utilities, CA ! City of Bristol, VA ! City of Cornelius, NC ! City of Davenport, IA ! City of New Braunfels, TX ! City of Hudson, OH ! Niagara County Airport Stakeholder Group, NY ! City of Syracuse, NY ! Town of Lady Lake, FL ! City of El Segundo, CA ! New Zealand Ministry of Economic Development ! City of Winter Haven, FL ! City of Winter Park, FL ! City of Baltimore, MD ! City of Rock Falls, IL ! North Florida Broadband Authority ! City of Sunrise, FL ! Florida Rural Broadband Alliance ! City of Fort Lauderdale, FL ! City of Jupiter, FL ! City of Bartow, FL ! Yolo County, CA ! City of Columbia, MO ! Boone County, MO ! City of Waverly, IA ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 3 organizations. No other firm provides the depth of experience and broad spectrum of broadband planning and implementation services that Magellan provides. Ongoing ! Project Management ! Project Implementation ! Broadband Planning • Over 200 local government clients • Understand community needs and the local government environment • Tailored fiber & broadband strategies for every client, based on community needs • Strong presence in Colorado and Pacific Northwest • Most successful projects of any consulting firm – active networks across the country ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 4 ! Comprehensive Broadband Planning Services Needs Assessments ! Demographics of existing, adjacent and overlapping markets ! Market sizing, take-rates and demand aggregation ! Competitive analysis of existing service providers in the market ! Regional/national trends and emerging technologies ! Bandwidth growth/usage and the applications that are driving this growth ! Product mix, complements and substitutes in the market Strategic & Business Planning ! Analysis of structuring options and business models ! Regulatory requirements of various business models ! Operational planning and management for the organization ! Financial modeling and analysis of various business models ! Alignment with community and organizational goals Economic & Community Development ! Impact of technology and telecommunications projects on the greater community ! Job creation studies through technology and telecommunications projects ! High-Tech business park development/Technology incubator development ! Technology and telecommunications programs for low income and disadvantaged groups ! Marketing municipal telecommunications to high-tech and adjacent industries Community Marketing and Communications ! Development of educational materials for community stakeholders ! Development of direct marketing for local businesses and residents ! Press release management ! Service provider marketing and communications Financial Modeling and Analysis ! Financial planning tailored to specific business models and organizational requirements ! TCO, ROI and Cost of Capital analysis ! Capital budgeting process including initial builds, expansions and other capital outlays ! Operational budgeting process including staff, O&M and other operational outlays ! Financing and leasing options and their impact on the project Network Design and Engineering ! Outside/Inside plant design and engineering ! TDM/DWDM/SONET/Ethernet/MPLS/IP infrastructure design and engineering ! Core, distribution and access network design and engineering ! Convergence planning and integration on multi-service IP networks ! Capacity planning and network expansion ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 5 II. Project Approach Magellan Advisors believes that the following approach will provide the most effective development of Fort Collins’ broadband study. We understand that the City must be cautious in its approach to expanding broadband in the community and we believe that a thorough analysis of the following factors are key to making the right decisions and taking the right steps forward. First, we believe that setting expectations and achievable goals will be important for this project. Magellan Advisors maintains formal project management methodologies for all broadband planning engagements. Because these projects are often times multi-faceted and involve many parallel tasks, we have tailored our processes to efficiently execute the projects for our clients. Our years of broadband planning with many public sector clients has given us a deep understanding of how to manage these critical projects and ensure that milestones are met on time and on budget. At the onset of the project, Magellan will work with the Fort Collins team to review the scope, set expectations and identify key milestones and timelines. We want to understand your priorities for completion of the project to determine how work should be carried out and in what sequence. These projects often involve coordination with a large number of stakeholders; it will be important to define the best approach to involving stakeholders in the project. In this engagement, we anticipate 4 site visits to successfully complete the project; if more/less are required, we will work with the project team to determine the optimal schedule and timing for these visits. Our local team in the Denver area will provide great flexibility in scheduling site visits with the Fort Collins team. We also recommend setting up a standing project status call to review the progress of key milestones throughout the project. We find that the flow of information and project momentum improves through these calls, which we anticipate scheduling weekly or bi-weekly, based on your needs. We would like to educate Fort Collins on the municipal broadband environment, latest trends, success stories, failures and other information. Magellan will provide a comprehensive benchmarking analysis from its many other municipal broadband projects that provides information on successful strategies, partnerships, funding, costs and issues. We will analyze key metrics in other projects and help Fort Collins understand what it may expect in its broadband initiatives based on similar projects from around the country. We recently completed a similar benchmarking analysis with our client, City of Riverside, CA, focused on 10 municipal broadband providers across the country and we propose to expand on this information for the Fort Collins project. We also believe that a thorough analysis of the current market and providers is conducted to understand the existing environment and what opportunities the City can reasonably go after, in conjunction with potential partners in the project. Fort Collins is a market with many local ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 6 providers, and therefore we believe it is important to involve them in the process to understand how the City and providers can work together to mutually benefit each other’s needs and the community. Magellan has extensive knowledge of the Colorado broadband environment and maintains most of the infrastructure maps throughout the Fort Collins area. We will use this and collect additional information to understand the location of current infrastructure and services. We will also help the City understand the impact of SB-152, the FCC’s recent preemption of state barriers net neutrality policies that impact Fort Collins’ regulatory environment. Finally, we believe it is important to gain a thorough understanding of Fort Collins’ community needs by meeting with and garnering support from its local stakeholders. This information will help us define and prioritize community needs and identify the greatest opportunities for Fort Collins to positively impact the local environment. We specialize in broadband needs assessments and have conducted significant outreach in over 100 cities across the country. We will work with the Fort Collins team to define the outreach plan, communications, messaging, education and process. We believe that individual interviews and focus groups with businesses and community anchors will be key. We also believe that community meetings with residents accompanied with online surveys will be effective in understanding residential needs. Finally, periodic meetings with elected officials will help solicit support for the project and help councilmembers understand the current environment, core issues and potential solutions in the project. This information will all be incorporated into the community needs assessment for broadband. Magellan has reviewed the City’s Scope of Services in detail and believes that this is an important first step in helping Fort Collins evaluate the current environment for broadband. Magellan will comply with all areas of the Scope of Services as stated in the original RFP. We believe that the process that follows will yield the most successful results in this project for Fort Collins. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 6 Proposed Process – Fort Collins Broadband Engagement Benchmarking Study Review Benchmarking Study with FC Create Benchmarking Study Deliverable Conduct Market Analysis Review Market Analysis Results with FC Create Market Analysis Deliverable Develop Community Engagement Plan Carry Out Stakeholder Engagement Review Results of Stakeholder Engagement with FC Create Stakeholder Engagement Deliverable Create State of Broadband in Fort Collins Draft Report, FC to Provide Feedback Final Report and Presentation to FC and City Council ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 8 III. Scope of Service Phase 1a: Gather Benchmark Data & Analysis Magellan will evaluate other communities where municipalities have developed and employed broadband strategies, including retail providers, open-access providers, dark fiber providers, public-private partnerships and policy-only initiatives. A KEY goal of this benchmarking study is to help Fort Collins understand the variety of options, identify successful best practices and unsuccessful endeavors. We believe it is also important to show the impact that similar projects have had in their communities, in terms of the costs of broadband, increases to the tax base and increases in economic development activity. We will work with the City to determine the metrics that are important to measure across the benchmarking study and determine how relevant these will be for Fort Collins. Magellan has examples from hundreds of communities and we will bring this data to Fort Collins for the benchmarking study. We have worked with nearly all of the communities listed below and will also work through our database of other communities to find relevant case studies for Fort Collins. We will identify 12-18 projects that have similar attributes to the Fort Collins community. Some potential projects include: • Burbank, CA • Longmont, CO • Davenport, IA • Fort Pierce, FL • Rock Falls, IL • Chelan County, WA • Palm Coast, FL • San Leandro, CA • Palo Alto, CA • Santa Monica, CA • Bristol Virginia Utilities • Hamilton, OH • Morristown, TN • Lafayette, LA • Cedar Falls Utilities, IA • Chattanooga, TN We propose to create a summary for each community that Fort Collins can use to gain a thorough understanding of the various factors in each case. We will gather information on the following areas and metrics in each case study: • Broadband issues • Their process for determining the best options • Organizational readiness & structure Sample Benchmark Study on Internet Costs from Muni Providers ! ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 9 • Operational requirements • Initial and ongoing investment • Services offered, retail and wholesale • Cost of services, one time and ongoing • Implementation timeline and phasing plan • Best practices • Obstacles and threats • Impact to the community, benefits and risks Phase 1b: Market Analysis Magellan’s market analysis will determine the services that are available, providers, service level, pricing, and access. We will document all publicly owned and privately owned networks in Fort Collins and build a comprehensive broadband map in Google Earth to illustrate how Fort Collins is served by broadband and through which providers. We should expect that some private providers will not share their infrastructure maps for the project, but we find that in many cases, providers will cooperate in this initiative as this collaboration often times provides opportunities for them to better understand the local market. This analysis will document fiber and copper networks, facilities, data centers, and related infrastructure in Fort Collins to determine how well the community is served by broadband. The analysis will be imperative to identify market opportunities for Fort Collins in its broadband initiatives. It will also help Fort Collins understand where provider deficiencies exist and how the City may be able to work with providers to resolve these issues, through public-private partnerships. We will also provide Fort Collins with an industry outlook in the US that examines the latest industry trends and direction. We believe that Fort Collins should make informed decisions on expanding broadband in the community and we want to make sure the City has a clear understanding of emerging technologies, the changing world of content and the direction that broadband providers are heading in the future. These will all be critical aspects in the strategic planning process for Fort Collins’ broadband initiatives. We will conduct an in-depth regulatory analysis of Colorado’s SB-152 and the changing regulatory landscape at the State. We believe changes are forthcoming in this statute that will have meaningful impact for Fort Collins in the future. We will also review the current federal regulatory landscape, including: • FCC preemption of Municipal Broadband Barriers in North Carolina and Tennessee • FCC changes to the classification of broadband at 25 Megabits down, 3 Megabits up • FCC changes to Universal Service Fund, E-Rate and Healthcare Connect funds • FCC Net Neutrality policy and implications to Fort Collins’ community • Federal regulatory schemes for data and telecommunications services ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 10 Phase 2: Community Needs Assessment & Stakeholder Outreach We propose to conduct comprehensive outreach to develop the broadband needs assessment, tailored specifically to Fort Collins’ goals. We’ll work with your team to design the right engagement plan that covers the key stakeholders in Fort Collins and uses the right channels to engage the community. We would suggest involving stakeholders that are both local and regional in nature. Some of these may include: • Fort Collins Area Chamber • City Economic Development • Northern Colorado Economic Development Corporation • Citizens groups • Platt River Power Authority • Poudre School District • Front Range Community College • Colorado State University • Larimer County We will work with the Fort Collins team to define the right approach to engagement. We generally find that a combination of the following engagement tools will be used for the project. We find that one-on-one and focus group meetings are vitally important to engage, educate, assess needs and garner support for the City’s project. Garnering support will be a critical factor in our engagement process and we want to take every opportunity to help Fort Collins rally the community behind the project. A. Community Anchor Interviews We will hold interviews with each community anchor in Fort Collins to gain an understanding of their current and future broadband and technology needs. The format for these may be one-on-one in some cases or group in other cases depending on the size of each community anchor and importance to the project. We will work with the Fort Collins team to identify community anchors across education, healthcare, municipal, public safety, state, regional and other organizations. B. Enterprise Business Interviews For large businesses in Fort Collins, we propose to hold one-on-one interviews to understand their current and future broadband and technology needs. We find that individual interviews work best for large businesses because they are able to share more information with us one-on-one versus a group setting. Large business interviews are important to identify key business anchors that may utilize the City’s network. C. Small & Medium Business Interviews For small and medium businesses in Fort Collins, we propose to hold focus groups to understand their current and future business and technology needs. We find that these can often times be coordinated through local economic development personnel or the ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 11 local chamber of commerce. Focus groups containing 10-20 businesses each provide valuable information that we will utilize to plan broadband strategies for Fort Collins. D. Online Broadband Surveys Magellan’s online surveys will provide important information to understand perceptions around broadband services, inventory current services, test speeds across the community, and identify issues. We will also gather information on current prices, contract term and the propensity to utilize a municipal broadband network if created and at what price points. We generally receive strong response rates from respondents in these surveys, which provide valuable information for the planning process. We propose to survey residents, businesses and community anchors in the Fort Collins area and utilize local organizations to promote the surveys. Additionally, we propose to complete a thorough evaluation of educational, healthcare, and public safety needs for broadband, looking in detail at programs such as USAC E-Rate, FirstNET, and Healthcare Connect; all of which provide federal subsidies for broadband services. Federal and state mandates are requiring these organizations to upgrade their broadband services to higher speeds and this analysis will determine their future needs and how Fort Collins may be able to accommodate those needs. This information will determine the community’s need for additional broadband services and help Fort Collins understand how its network may be used to achieve the long-term needs of its stakeholders. It will also provide an understanding of the potential customers available to Fort Collins, which will determine the services Fort Collins will need to provide and for what rates. We will help Fort Collins understand the key metrics around broadband for its community. We utilize “dashboard” style reports that help Fort Collins gauge the existing state of broadband in its community. The figure below illustrates our dashboard tools that were used in a similar project in the City of Davis, California. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 12 Sample Broadband Services Dashboard from Davis, CA IV. Final Report and Deliverables Magellan will incorporate all deliverables into a “State of Broadband in Fort Collins” report that provides a comprehensive review of the current broadband market, stakeholder needs, trends and information from other deliverables. We believe that the report and sub-deliverables listed on the next page should complement one another and provide all of the information that Fort Collins requires to make decisions on how to move toward the next phase in its broadband planning initiatives. Magellan has found that our “State of Broadband” reports help communities evaluate their options to move forward by providing a clear determination of the current environment, needs and issues surrounding local broadband. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 13 IV. List of Deliverables Key Project Deliverables # Deliverable Description 1 Broadband Benchmarking Study Executive Summary and Comprehensive Report benchmarking 12-18 communities that have implemented various municipal broadband strategies 2 Market Analysis Report Market analysis report that describes the current broadband environment, providers, pricing, services and issues. 3 Community Education Materials Presentations, web content, flyers, white papers and other information to educate the Fort Collins community and key stakeholders about broadband in general and the project specifically. 4 Community Engagement Plan Project plan, Gantt chart and calendar for the engagement process, tracking the key stakeholders, communications and meetings. 5 Community Engagement Report Summary, dashboards and comprehensive data on the community engagement. Inventory of community broadband services, needs, issues and other key information. 6 Comprehensive Integrated Report “State of Broadband in Fort Collins” report that provides a narrative on the current broadband environment in the community; combining information from all other deliverables. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 14 V. Project Manager The primary contact for Fort Collins Broadband Engagement Services will be Magellan’s President and CEO John Honker. Mr. Honker will serve as the project manager for the Broadband Engagement, and all other personnel will report to him. Mr. Honker has presented to countless elected officials and City Council’s across the U.S. He will be available to attend all City Council Presentations and stakeholder events. John has lead significant community engagement campaigns for clients in Colorado and nationally and has presented to City Councils and County Commissions in over 100 projects. Some of these include: ! City of Fort Morgan, CO ! Colorado EAGLE-Net ! Rancho Santa Fe, CA ! City of Hamilton, OH ! City of Ketchum, ID ! City of Missoula, MT ! Missoula County, MT ! Arizona GovNET, Inc. ! Columbia County, GA ! Matawa First Nations, Ontario Canada ! Southwest Florida Regional Planning Council ! State of Florida ! State of Vermont ! Seminole County, FL ! City of Clermont, FL ! Flagler County School District, FL ! City of Manors, FL ! City of Jupiter, FL ! City of Lake Jackson, TX ! City of Daytona Beach, FL ! City of College Station, TX ! City of Bryan, TX ! City of Riverside, CA ! Fort Pierce Utilities Authority, FL ! Riverside Public Utilities, CA ! City of Bristol, VA ! City of Cornelius, NC ! City of Davenport, IA ! City of New Braunfels, TX ! City of Hudson, OH ! Niagara County Airport Stakeholder Group, NY ! City of Syracuse, NY ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 15 VI. Project Team Roles and Responsibilities Magellan Advisors prides itself in the quality and professional expertise of its staff. The staff at Magellan Advisors has over 200 years combined experience in telecommunications, broadband planning, operations, and business and financial planning. Our team assigned to the Fort Collins Broadband Engagement services has either lead or participated on at least 100 local government broadband projects, giving Fort Collins the most seasoned team of consultants available to ensure Fort Collins’ study is effective, achievable and financially sustainable. Magellan has additional staff available to supplement the core project team if Fort Collins requires in the project. John Honker: Project Manager, Business & Financial John has worked for over 17 years in the telecommunications and broadband industries. Prior to founding Magellan Advisors, he was responsible for leading development of telecommunications products and services for Columbus Networks in 20 countries across the Americas region. John was responsible for bringing broadband, transport, Internet and other value-added services to markets in North, Central and South America, growing the business unit from inception to nearly $100 million in annual revenue in 6 years. He built advanced carrier-class multi-service networks throughout the Americas region, including carrier Ethernet and IP networks that carried over 50% of the Americas region traffic into the United States. Columbus International was recently acquired by Cable and Wireless for $1.85 billion USD. With a strong background in consulting from his early career, John found Magellan Advisors in 2004 to provide strategic telecommunications and technology services to the public sector market. He has assisted over 100 public and private entities with their telecom, broadband and John Honker Project Manager Kyle Holliﬁeld Business & Strategy Courtney Violette Technical & Operational David Brevitz, CFA Policy & Regulatory ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 16 technology needs and specializes on broadband fiber-optic planning for government entities. John has deep experience in all facets of broadband planning and development, including market planning and analysis, community engagement, design and engineering, financial planning, operational planning and regulatory planning. With a deep understanding of local government operations, utility systems and other public sector areas, John provides expert guidance to municipal organizations interested in broadband development. John also has significant experience in grant writing, preparation, management and compliance for federal and state programs, such as the NTIA BTOP program and USDA RUS program. He has provided management oversight for broadband grants totaling $250 million in value and actively works with large awardees across the country. Some of his key clients include Colorado EagleNET, Columbia County, GA, Florida Rural Broadband Alliance, North Florida Broadband Authority and GovNET, Inc. John received his BA from Stetson University (BA), coupled with minors in Business Administration and Information Systems. He completed his MBA at University of Miami and is actively engaged with the University of Miami School of Business Administration as an active Alum. John’s duties in the project include: • Overall project management and fulfillment of all deliverables • Phase 1a: Quality control on the Benchmarking Study and Deliverable • Phase 1b: Quality control on the Market Analysis Study and Deliverable • Phase 2: Community Engagement Process o Design of community engagement o Identification of channels, partners, stakeholders o Onsite stakeholder meetings and focus groups o Debriefing with FC team • Interim meetings with FC elected officials and other elected stakeholders • Presentation of draft and final reports • Final presentation to City Council Kyle Hollifield: Senior Broadband Consultant, Business & Strategy Kyle Hollifield is a 25-year veteran of the telecommunications industry and most recently has held the position of Vice President of Business Development and Marketing at Bristol Virginia Utilities Authority (BVU), while managing the FOCUS division providing consulting services to other communities wishing to build or improve high speed broadband networks. BVU Authority is a regional state owned utility offering advanced high-speed broadband networks and telecommunications products and services. The company is known for being a global pioneer in an all-fiber broadband network, and was the first in the nation to offer “triple play” services over an all fiber network. BVU Authority has recently won the National League of Cities Gold award for broadband sustainability and The Intelligent Communities Top 7 for 2009, worldwide for technology applications; Bristol Va. was the only US city to make the final 7. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 17 Mr. Hollifield has served on the Board of Directors of The Fiber to the Home Council, (FTTH), most recently as Chairman of the Board of Directors. Hollifield also serves as Vice-Chair of Broadband Communities Magazine and has made many presentations on Broadband policy and opportunities through broadband development to the FCC, RUS, NTIA, NATOA, APPA, National League of Cities, Rural Telecom Cooperative, FTTH, Broadband Communities, NCTC and many other interest groups. During his career, Hollifield has worked in several other key positions, including serving as a unit sales manager and assistant brand manager for The Proctor and Gamble, Executive Vice President for Standard Telephone and Cable of the UK, a world class long haul communications provider, and pioneer of Fiber Optics technology implementing fiber optic communications worldwide. As the prime consultant for the Taiwan government, (Chunghau), in the field of telecom, broadband and connectivity strategies, and as Division Vice President of Thomson-CSF, (Alcatel), providing advanced telecom access gear and products focusing on high speed Internet and fiber optic research and development. Kyle’s duties in the project include: • Phase 1: Fulfillment on benchmarking data in discussions with other communities • Phase 2: Community engagement activities including: o Outreach and education materials o Stakeholder meetings o Meetings with elected officials • Fulfillment of draft and final report deliverables • Other tasks as identified by the project team. Courtney Violette: Senior Broadband Consultant, Networks & Operations Courtney Violette has spent nearly 15 years in the IT industry with 7 years serving in executive leadership roles within the public/private sectors. Courtney began his career in the US Army as a Communications Specialist and later moved into the private sector working for Florida Water Services, a private water utility located throughout the State of Florida. In his most recent role, Courtney served as the Director of Information Technology & Communications/CIO for the City of Palm Coast, shortly after its incorporation in 1999. Courtney planned, implemented and operated the first community broadband network in Florida, launched by the City in 2011 to enhance the City’s economic development potential. In this role, he was responsible for the vision, management and operation of the City’s technology resources, management of the expansive city owned fiber optic network, implementation and management of all information and communication systems and processes. Courtney currently serves as SVP of Operations for Magellan Advisors and has participated and/or led dozens of broadband planning and fiber-optic construction management projects ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 18 across the country. He is a Certified Fiber-To-The-Home Professional and designs advanced Ethernet, GPON and WDM networks throughout the country. Courtney holds a Masters of Arts in Information Technology Management and a Bachelors of Science in Computer Science from Webster University. He is an Associate Professor in the Computer Engineering Technology Department at Valencia College, and also as an Adjunct Professor at Strayer University. Courtney holds several industry certifications to include: Certified Information Systems Security Professional (CISSP), ITILv3 Foundation, Cisco Certified Network Associate (CCNA), Microsoft Certified Systems Engineer (MCSE), A+, Network+ and has received the designation of Certified Chief Information Officer (CCIO) from the Florida Institute of Government at Florida State University where he now serves as mentor within the CCIO program. Courtney’s duties in the project include: • Phase 1a: Collecting and reporting benchmarking data, development of deliverable • Phase 1b: Collecting and reporting market analysis data, development of deliverable • Phase 2: Community Engagement Process o Onsite stakeholder meetings and focus groups o Debriefing with FC team • Content development for draft and final report • Final presentation to City Council • Other tasks as identified by the project team. David Brevitz, CFA: Senior Broadband Consultant, Regulatory Mr. Brevitz has decades of experience in the telecommunications industry based on work for U.S. and international clients. This experience provides depth and capability in the subjects of broadband trends and planning, market analysis and surveillance, telecommunications stakeholder engagement, wireless and wireless broadband trends and developments, industry financial reporting and analysis, telecommunications company operations, back office systems and business plans, interconnection and unbundled network element pricing, telecommunications service costing and pricing, and universal service goals and objectives. Mr. Brevitz has been awarded the designation of Chartered Financial Analyst and is a Senior Fellow at the Public Utility Research Center at the University of Florida. Mr. Brevitz holds both a Bachelor of Arts in Justice, Morality, and Constitutional Democracy and a Master of Business Administration in Finance from Michigan State University. David’s duties in the project include: • Phase 1a: Regulatory issues in the benchmarking study for municipal broadband providers and utilities • Phase 1b: Regulatory analysis for Colorado and the federal environment • Other tasks as identified by the project team. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 19 John P. Honker - President Education: Master in Business Administration, Executive Program University of Miami – Miami, FL Bachelor of Arts in Philosophy Stetson University – Deland, FL Strengths: • Strategic Planning • Multinational Expansion • Business Development • Market Planning • Business Strategy Formulation • Financial Planning • Investor Marketing & Identification • P&L Management • Operations Planning • Investor Relations • Technical Design • Technical Implementations • Operations Management • Performance Management John has over ten years of executive management with new, growing and well-established firms, in the Telecommunications, Information Technology and Outsourcing sectors. Strong expertise in managing rapidly growing companies with responsibility for P&L, Business Strategy and Operations. Insightful execution of business strategy with a clear focus on achieving goals through concise management of people and resources. Significant entrepreneurial experience through the founding of several successful firms in the consulting and outsourcing sectors. Magellan Advisors LLC – Denver, CO President & CEO - Magellan Advisors is a full service consulting and technology services firm, specializing in telecommunications planning, deployment and management for public and private sector organizations. Founding and current member of the firm, organized to capture strong demand from public and private sector clients requiring strategic telecommunications planning services. Responsible for core business strategy, P&L, operations, technology and finance. Leadership position that requires a unique combination of executive tactics, hands-on processes and a team-based orientation. Clear Connect Inc. – Miami, FL Chief Operating Officer - Clear Connect is a contact center and business process outsourcing provider uniquely positioned to deliver vital business services at savings beyond what is seen in today’s outsourcing market. Combining strong domain experience with a world-class workforce and adaptive technology, Clear Connect provides solutions to meet our customer’s most challenging business needs. Founding member of the firm, specializing in contact center and business process outsourcing services for Fortune-200 based US companies. Built the firm’s operations, finance and technology from greenfield into a 210- employee firm in 18-months, providing services to several large Fortune-200 companies. Responsibility for all ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 20 Courtney Violette, CISSP - Senior Broadband Consultant Education: Masters in Information Technology Management Webster University – St. Louis, MO Bachelor of Science in Computer Science Webster University – St. Louis, MO Strengths: • Strategic Planning • Broadband Deployment • Market Planning • Funding Strategies & Procurement • Financial Planning • Performance Management • Contract Negotiations • Operations Planning • Technical Planning • Technical Design • Technical Implementations • Operations Management Certifications: • CISSP – Certified Information Systems Security Professional • ITIL v3 Foundation • CCIO – Certified Chief Information Officer • CCNA – Cisco Certified Network Associate • MCSE – Microsoft Certified Systems Courtney has nearly fifteen years of executive management in telecommunications, consulting and government sectors. Experience in managing government telecommunication projects, strategic planning, technical architecture, implementation and operations. Magellan Advisors LLC – Orlando, FL Managing Partner/Senior Consultant - Magellan Advisors is a full service consulting and technology services firm, specializing in telecommunications planning, deployment and management for public and private sector organizations. Senior Consultant focused on Technology, Broadband Deployment and Government Services. Performs technical consultations in the specific areas of network implementation and management, telecommunications services and information security. Assists organizations in the development of strategic management/technical plans focusing on alignment of technology initiatives with that of the business units. Coordinate and manage Data/voice/video projects for clients to include the negotiation and provisioning of carrier services from major telecommunications and upstream providers. City of Palm Coast – Palm Coast, FL CIO - The City of Palm Coast located in North Florida serves a population of nearly 80,000. This full service city is a leader in Florida with investments in technology initiatives in commercialized broadband infrastructure geared toward providing business class services to regional anchor institutions and the Palm Coast business community. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 21 Kyle Hollifield – Senior Broadband Consultant Education: BS Degree, Business Management and Marketing University of Tennessee – Knoxville, TN Strengths: Community, Public Relations and Business Development Professional • Marketing execution and implementation • Business Strategy Planner • Project Sustainability Professional • Capital Asset Management • Financial Management • Operations Planning and Execution • Investor Relations • Customer Relations • IP Telephony Professional • Fiber Optics Professional • Business Analysis Innovative professional with 30 years of progressive management and marketing expertise in marketing, logistics, sales and distribution. Knowledgeable and successful in B2B environments, E marketing and establishing cross channel promotions in cyber space including “Cyber” communities. Expertise in strategic planning, strong customer relations, including both well established and new business start-ups, market plan execution, capital asset oversight, cost containment, budgeting/finance, training, supervision and mentoring. Vast knowledge in cutting edge technologies of community broadband, IP Telephony, FTTH/B, cable TV, video programming contracts and Unified Communications. Highly skilled in pricing strategies, competitor and market analysis. Contract negotiation, product specifications, testing, legal compliancy, staffing, purchasing and vendor relations. New product rollout, targeted marketing, and market segmentation. Expert in community relations, economic development and FTTH market penetration and sustainability. Thrives in both independent and collaborative work environments. Participated in the following community broadband project: Vice President of Business Development for Bristol Virginia Utilities for the town of Bristol, VA. One of America’s first community broadband networks beginning in 2001, growing to over 60 million dollar project. Senior executive in charge of a 92 million dollar broadband project for the cities of Mooresville, Davidson and Cornelius, North Carolina. Consulted for the Town of Morganton, N.C. broadband network in programming and market planning. Provided consulting and advise on all areas of community broadband projects to more than twenty communities. Chairman of the Board of the FTTH Council; Vice-Chairman of Broadband Communities and Magazine. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 22 David Brevitz C.F.A - Senior Broadband Consultant Education: Chartered Financial Analyst, CFA Institute - Charlottesville, VA M.B.A., Finance, Michigan State University Graduate School of Business, East Lansing B.A., Justice, Morality and Constitutional Democracy, James Madison College, Michigan State University Strengths: • Statewide Broadband Planning • Telco Financial Analysis, Acquisition Cases • Telco Management & Operational Analysis • Telecom Market Analysis & Surveillance • Telecommunications Trend Analysis • Cost of Service, TELRIC, LRIC and FDC • Stakeholder Interviews and Engagement • Competitive Policy Development • Telco Business Planning • Competitive Pricing Analysis • Interconnection Policy Certifications: • C.F.A Certified Financial Analyst Mr. Brevitz has over 30 years of experience in the telecommunications industry based on work for U.S. and international clients, and telecommunications regulatory agencies. This experience provides depth and capability in the subjects of broadband trends and planning, market analysis and surveillance, market liberalization and competitive policy implementation, telecommunications stakeholder engagement, wireless and wireless broadband trends and developments, industry financial reporting and analysis, telecommunications company operations, back office systems and business plans, interconnection and unbundled network element pricing, telecommunications service costing and pricing, and universal service goals and objectives. Magellan Advisors LLC – Topeka, Kansas Senior Broadband planner/Senior Consultant - Magellan Advisors is a full service consulting and technology services firm, specializing in telecommunications planning, deployment and management for public and private sector organizations. Senior Consultant focused on Technology, Broadband Deployment and Government Services. Performs technical consultations in the specific areas of network implementation and management, telecommunications services and information security. Assists organizations in the development of strategic management/technical plans focusing on alignment of technology initiatives with that of the business units. Coordinate and manage Data/voice/video projects for clients to include the negotiation and provisioning of carrier services from major telecommunications and upstream providers. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 23 VII. Sustainability We pride ourselves at minimizing the impact to the environment by maintaining a program of sustainability that both conserves resources and improves our company’s efficiency. Magellan thrives on the use of new technologies that enable our staff to collaborate with one another virtually, share information and minimize the impact of the traditional “office” environment. We maintain paperless offices as a standard practice and have virtualized a significant amount of our business, staff, vendors and partners. Magellan’s use of advanced technologies has not only reduced our carbon impact but also significantly improved our staff’s efficiency and effectiveness at serving our clients’ needs. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 5 VIII. Project Budget The total cost to the City of Fort Collins as outlined in the chart below is $39,200.00 and includes all work to be completed by Magellan for the City as stated in this Proposal. Our hourly rate for the proposal is $140 per hour inclusive of overhead and travel. All Magellan staff in this project bill at $140 per hour. We estimate completion of this project will require 280 billable hours of work. We estimate that over the 4-month duration of the project, approximately 7 days onsite will be required for successful completion of the project. During this time, Magellan will meet with City staff, hold meetings with stakeholders, review plans, visit regional sites and make presentations to the City project teams as well as other activities to be determined between the City and Magellan. Schedules will be determined cooperatively between the City and Magellan. John Kyle Courtney Dave Description Hours Hourly Rate Total (Not-To- Exceed) Phase 1a 20% 20% 50% 10% Gather benchmark data and develop case write-ups on 12-18 municipalities that have implemented broadband 80 $140 $11,200 Phase 1b 20% 20% 50% 10% Conduct market analysis, information on providers, services, pricing, networks, infrastructure 80 $140 $11,200 Phase 2 60% 20% 20% Community engagement process to educate, assess and garner support, onsite meetings, focus groups, surveys and assessment tools 120 $140 $16,800 40% 20% 30% 10% Interim reports and deliverables Final report and deliverables Presentations to FC team and City Council $0.00 $0.00 280 $39,200 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 6 IX. Relevant Experience Staff Reference 1: Reference 2: Reference 3: John Honker City of Fort Morgan, CO Contact: Brad Curtis Title: Public Works Director Office: 970-542-3901 Email: bcurtis@cityoffortmorgan.com City of Missoula, MT Contact: Marcy Allen Title: Executive Director Office: 406-258-3435 Email: mallen@bredd.org Colorado EAGLE-Net Contact: Perry Movick Title: CTO Office: 720-210-9468 Email: perry.movick@co-eaglenet.net Magellan assisted the City identify strategic use of local fiber-optic infrastructure to bolster available broadband services to Fort Morgan’s business community in a mixed urban/rural market. In effort to support economic development within the City, Fort Morgan wanted to identify ways to attract new business and retain existing business through advanced technology and communications services. Magellan helped Fort Morgan develop the right strategies to use its existing fiber-optic network in partnership with local service providers to make more of these services available to local businesses at affordable rates. Deliverables: • Community Needs Assessment • Broadband Market Analysis • Broadband Technical Plan • Broadband Financial Plan Magellan assisted the City of Missoula develop a Next-Generation Broadband Feasibility for the future of its community. The project developed a Countywide community broadband network that would be publicly owned and would provide gigabit connectivity to businesses and community anchors throughout Missoula. John presented the findings to City Council who voted to develop the implementation plan for the network in January of 2015. Deliverables: • Community Needs Assessment • Broadband Market Analysis • Broadband Technical Plan • Broadband Financial Plan Magellan assisted Colorado EagleNET, a statewide ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 7 Staff Reference 1: Reference 2: Reference 3: Courtney Violette City of Columbia, MO Contact: Ryan Williams, P.E. Title: Assistant Director Office: 573-874-7483 Email: rpwillia@GoColumbiaMo.com City of Baltimore, MD Contact: Joe Carella Title: Project Manager Office: 410-834-2850 Email: joeseph.Carella@BaltimoreCIty.gov City of Bartow, FL Contact: Frank Canovaca Title: Information Technology Manager Office: 863-534-0252 Email: fcanovaca.cis@cityofbartow.net Magellan was selected by the City of Columbia, Boone County and the University of Missouri to perform a Broadband Planning Study focused on the use of the City’s existing fiber-optic network. Magellan met with a vast amount of Community stakeholders, businesses and service providers to understand the “State of Broadband” in Columbia. Our consultants analyzed the current fiber- optic network including available capacity to determine the optimal way to expand the network’s current use. The project was completed on time and on budget. The City is now pursuing the implementation of its broadband utility per Magellan’s report. Deliverables: • Broadband Strategic Plan • Broadband Needs Assessment • Broadband Market Analysis • Broadband Infrastructure Design Magellan was selected by the City of Baltimore to advise the City on its opportunities to expand local broadband services through use of its extensive fiber-optic and conduit networks. Magellan created a playbook of services for Baltimore’s consideration that evaluated the various risk/reward options for the City through a comprehensive SWOT analysis. Magellan’s report is now becoming the baseline for Baltimore to begin infrastructure improvements across the City and identify strategic broadband partners through which the City can positively impact broadband in Baltimore. The project was completed on time and on budget. Deliverables: ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 8 Staff Reference 1: Reference 2: Reference 3: Kyle Hollifield City of Waverly, IA Contact: Mike Litterer Title: Assistant General Manager Office: 319-352-6251 Email: mlitterer@waverlylp.com Town of Jupiter, FL Contact: Drew Burgess Title: Director of Information Technology Office: 561-746-5134, Fax: 561-746-5130 Email: burgessd@jupiter.fl.us Columbia County, GA Contact: Michael Wilson Title: Broadband Manager Office: 706-312-7238 Email: mwilson@columbiacountyga.gov The Waverly Communications Utility’s (WCU) decision to develop a Fiber to the Premise Feasibility Study was a key step to securing the digital future of the City of Waverly. Magellan Advisors worked with Waverly Light & Power (WLP) to develop a Feasibility Study to determine what opportunities exist to build a Fiber to the Premise (FTTP) network within the community. As demonstrated through our past experience in Fiber-to-the-Home and Fiber-to-the-Business development, we provided unmatched value as their consulting partner in the planning, implementation, and management of this vital project. The Waverly Light & Power Board and the Waverly Communications Utility Board accepted Magellan’s recommendations positively and approved the first step in implementation of the broadband network in late 2013. Deliverables: • FTTH Feasibility Study • Broadband Financial Plan • Action Plan & Resources Magellan provided detailed research and analysis on the local broadband and telecommunications market as well as analysis on Jupiter’s key industries: biotech and healthcare. One of Jupiter’s core objectives in the Plan was to incorporate these industries into the greater broadband network. Magellan devised a strategy that would benefit these industries by developing a broadband ecosystem that would tie organizations together with a single broadband foundation. Magellan completed its strategic planning project with Jupiter in March of 2011 and presented the findings to City Council. The ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 9 Staff Reference 1: Reference 2: Reference 3: David Brevitz Public Utility Research Center Contact: Dr. Mark Jamison Title: Director, Public Utility Research Center, University of Florida Office: 352-392-2929 Email: mark.jamison@warrington.ufl.edu City of Baltimore, MD Contact: Joe Carella Title: Project Manager Office: 410-834-2850 Email: joeseph.Carella@BaltimoreCIty.gov City of Columbia, MO Contact: Ryan Williams, P.E. Title: Assistant Director Office: 573-874-7483 Email: rpwillia@GoColumbiaMo.com Mr. Brevitz recently completed work as the Project Leader for the State of Florida on Strategic Planning for Florida Governmental Broadband Capabilities. The project used many meetings with stakeholders, agency interviews and forums as well as substantive research to analyze the subject of how government at all levels in the State of Florida obtains and uses broadband capacity, and what trends and drivers will affect future broadband use by governmental institutions in Florida in the future. The sectors of education, health care and public safety were specifically considered and addressed in the project and the report. Deliverables: • Statewide Strategic Plan • Broadband Needs Assessment • Broadband Market Analysis • Magellan Advisors was recently awarded a Telecommunications Cost Study project by the State of Vermont Enhanced 911 Board. This project provided extensive research and analysis on the State’s telecommunications environment as it relates to E911 costs currently paid by the E911 Board to both incumbent and independent telecommunications providers throughout the State. The goal of the project was to determine whether the cost paid by the E911 board were “too high” relative to industry standards and peer agencies in other states. Extensive research was conducted in the project to provide reliable conclusions to the E911 board that would allow the agency to better understand and negotiate competitive rates for ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 29 X. References Yolo County, California - Broadband Strategic Plan Contact: Christine Crawford Title: Executive Director Email: Christine.crawford@yolocounty.org Web: yolocounty.org Office: 530-666-8048 Magellan was retained by Yolo County, CA, and the Cities of Davis, CA, Woodland, CA, West Sacramento, CA and Winters, CA to develop a Long-range Broadband Strategic Plan oriented toward public organizations increasing availability and adoption of next-generation broadband across the California County. This plan included extensive broadband planning, design and deployment strategies and public-private partner development. The Plan developed specific strategies for each of the cities in Yolo County, including Davis, Winters, West Sacramento and Woodland. Each city required tailored strategies to accommodate their individual needs as there were a mix of rural, remote, suburban and urban communities. Magellan helped the County develop individualized strategies for each community and a deployment plan to expand broadband across the County. Yolo County is currently implementing these strategies with Magellan’s assistance. Colorado EAGLE-Net, Broadband Expansion Planning Contact: Perry Movick Title: Chief Operations Officer Office: 720-210-9468 Email: perry.movick@co-eaglenet.net Web: www.co-eaglenet.net Magellan assisted Colorado EagleNET, a statewide fiber-optic and wireless public provider develop sound business and financial strategies to support the buildout of its $100 million grant funded under the NTIA BTOP program. Magellan’s broadband business and financial planning services helped EagleNET streamline its organization and operations to reduce cost and support new private sector investment in the public operator. Magellan’s services also helped EagleNET attract and secure the private investment needed to expand its network to serve more community anchors throughout Colorado. Missoula Next-Generation Broadband Feasibility Study Contact: Marcy Allen Title: Executive Director Office: 406-258-3435 Email: mallen@bredd.org Web: www.bredd.org Magellan was retained by Missoula County and the City of Missoula to develop a next-generation broadband feasibility plan that would identify the required broadband infrastructure to serve the ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 30 long-term needs of Missoula’s business community, schools, hospitals and other community organizations. Magellan performed a thorough needs assessment across all community stakeholders to determine what services were required, both current and future. Magellan conducted a comprehensive market analysis that identified key issues in Missoula’s broadband environment that could be resolved through public organizations implanting smart public policy, public-private partnerships and strategic investments in broadband infrastructure. City of Fort Morgan, Colorado, Broadband Feasibility Study Contact: Bradley A. Curtis Title: Engineering and Public Works Director Office: 970-542-3901 Email: bcurtis@cityoffortmorgan.com Web: www.cityoffortmorgan.com Magellan assisted the City identify strategic use of local fiber-optic infrastructure to bolster available broadband services to Fort Morgan’s business community in a mixed urban/rural market. In effort to support economic development within the City, Fort Morgan wanted to identify ways to attract new business and retain existing business through advanced technology and communications services. Magellan helped Fort Morgan develop the right strategies to use its existing fiber-optic network in partnership with local service providers to make more of these services available to local businesses at affordable rates. Magellan is actively working with Fort Morgan to continue building on these broadband strategies. City of Hamilton, Ohio, Broadband Master Plan Contact: Mark Murray Title: Project Manager Office: 513-785-7242 Email: mailto:mmurray@ci.hamilton.oh.us Web: www.hamilton-city.org Magellan was retained by the City of Hamilton, Ohio to help the City determine the feasibility of developing a fiber-based community broadband network to serve the businesses, residents, local governments, schools, and institutions of the City. A municipal electric provider to 80,000 residents, the City’s fiber-optic network was analyzed to determine how it could expand to become a broadband services network; using an open-access business model. Magellan completed a comprehensive process of needs assessment, technical planning, financial and funds planning and service provider negotiations. Magellan is currently implementing the network with Hamilton. The project’s homepage can be found here: http://hamiltonohiobusiness.com/index.aspx?page=409 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 31 XI. Additional Material Samples of work have been provided and will be sent in addition to the electronic submittal. ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 32 Appendix A. Letters of Reference ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 33 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 34 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 35 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 36 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 37 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 38 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 39 ! ! City of Fort Collins Broadband Engagement Services RFP Magellan Advisors, LLC. 4/27/15 40 its services. Deliverables: • E-911 Report • Financial Analysis Magellan was selected by the City of Columbia, Boone County and the University of Missouri to perform a Broadband Planning Study focused on the use of the City’s existing fiber-optic network. Magellan met with a vast amount of Community stakeholders, businesses and service providers to understand the “State of Broadband” in Columbia. Our consultants analyzed the current fiber-optic network including available capacity to determine the optimal way to expand the network’s current use. The project was completed on time and on budget. The City is now pursuing the implementation of its broadband utility per Magellan’s report. Deliverables: • Broadband Strategic Plan • Broadband Needs Assessment • Broadband Market Analysis • Broadband Infrastructure Design construction of this project was completed in October 2012 and the network is currently operational. Magellan and Jupiter are currently in the process of implementing an expansion phase that will cover additional business districts with fiber-based broadband connectivity. Deliverables: • Broadband Strategic Plan • Broadband Implementation Plan Magellan Advisors recently completed a region- wide market, demand and rate study for Columbia County Community Broadband Utility (C3BU), recipient of a $13.5 million dollar NTIA BTOP Round 2 grant. Key to this study was the development of a granular forecast model, which identified the uptake of services from the C3BU's many customer segments. Over the 220 mile, county-wide fiber middle mile network, Magellan was able to model customer demand and uptake to provide a concise capacity forecast to the C3BU for its services. This tool gave the C3BU the unique ability to understand demand at the smallest geographic site level as well as aggregated demand at various network nodes throughout the County. It also provided a valuable resource for the C3BU's key business functions, including capacity planning, engineering, sales, marketing and customer outreach. Deliverables: • Broadband Business Plan • Business Case • Broadband Financial Plan • Baltimore Broadband Strategies • Playbook of Options • Broadband Financial Plan • Broadband Infrastructure Design As part of its municipal electric utility, The City of Bartow, FL owns and operates a 100-mile fiber- optic network running through Polk County, a highly underserved county in rural Central Florida. Although Bartow is the County seat for Polk County, it has a serious lack of local fiber infrastructure and resultantly, the operators in the area can only provide minimal broadband services, composed of basic DSL and cable packages. For several years, the City has provided small amounts of its dark fiber to local service providers to reach businesses in the area. However, this has not been a coordinated City- wide effort and only a handful of customers have been connected to the network. Deliverables: • Broadband Triple-Play Plan • Business Case • Broadband Financial Plan fiber-optic and wireless provider develop broadband strategies to enter into many of Colorado’s rural and mountainous markets. Magellan’s services allowed EagleNET to define effective ways to serve the frontier towns west of the front-range and throughout the Southwest region of the State. Our services allowed EagleNET to penetrate into small, rural markets that would otherwise be impossible to reach. Deliverables: • Broadband Financial Plan • Broadband Market Analysis • Broadband Financial Analysis Brevitz Consulting Services -Topeka, Kansas; 1994 – Present Independent Telecommunications Consultant -Mr. Brevitz has conducted numerous telecommunications engagements for national and international clients. Most recently, Mr. Brevitz completed work as the Project Leader for the State of Florida on Strategic Planning for Florida Governmental Broadband Capabilities. Mr. Brevitz has provided expert testimony on numerous issues including a number of telco local division spin-offs, acquisitions and combinations, broadband and broadband competition, telecommunications competition, industry and market structure, service bundles, substitutability of VoIP and wireless for local exchange service, resale, unbundled elements, TELRIC/cost studies, network modernization, access charges, rate design, cost allocations, universal service and other matters. University of Florida, Gainesville - 2009 to Present Senior Fellow, Public Utility Research Center - Mr. Brevitz has been designated as a Senior Fellow by the Public Utilities Research Center at the University of Florida. This designation is reserved for knowledgeable and experienced professionals who foster strong ties to academia, industry, and government, who embody PURC's values of respect, integrity, effectiveness and expertise, and who support PURC’s mission to contribute to the development and availability of efficient utility services through research, education, and service. KCPR, Topeka -1987-1994 Director of Regulatory Affairs-! Duties included monitoring of and participating in state regulatory affairs on behalf of twenty independent local exchange companies in Kansas that compose the partnership of KCPR. Active participation in statewide industry committees in the areas of access charges, optional calling plans/EAS, educational interactive video, dual party relay systems and private line/special access merger. Both non-profit trade organizations promoting HSD broadband community networks. BVU Authority – Bristol, VA. Vice President - Responsible for all community, marketing and business development activities. Achieved penetration rates of over 68% of community customers both residential and businesses as an over-builder of incumbents. Achieved sustainability and growth for 10 consecutive years bring community broadband project to positive cash flow in 24 months and operational profits by year three. Manages and oversees the FOCUS division that provides consulting services for other community broadband projects. Won the National League of Cities Gold Award for the best sustainable community broadband network and the ICF 7 award for the best Community broadband network in America and top three in the world. Alcatel-Lucent – White Plains, NY. Vice President – Directed daily sales and marketing efforts, established under contract a large base of US distributors to bring the products to market. Managed advertising campaigns, reviewed products and established market penetration strategies to take market share from competitors. Managed an annual budget of over fifty million dollars in investment and expenditures, coordinated with corporate CFO from the home office in Paris, France in planning and business development issues and opportunities. Part of the corporate merger and acquisitions team. Approved sales plans, marketing efforts, new product roll outs, advertising and sales functions and product development. The Proctor and Gamble Co. – Cincinnati, OH. Product Brand and Marketing Manager - Worked to maintain and build the P&G business within the trade. Established local/national Ad campaigns, marketing campaigns, prepared product profit analysis for senior managers. Tracked and managed sales results by products and revenues. Managed over 40 million dollars in sales revenues helped grow the business at 8% YOY. Managed units marketing expense budget and on-going sales and marketing plan and training. As Director of Technology and Communications/CIO, managed full services department of IT professionals in areas of Network/Telecommunications, Application Development, Geographic Information Systems and Video Broadcasting. Managed the implementation of Palm Coast FiberNET, Florida’s first municipal owned “carrier-class” open-access network. Created departmental goals and objectives that directly aligned with the organization’s vision, values and strategic plans. Responsible for risk management, information security audits, physical security and all federal regulations related to organizational data and infrastructure. Valencia College – Orlando, FL Associate Professor - Valencia College ranks among the nation’s top two year colleges and is considered a premier learning college that provides opportunities for academic, technical and life- long learning in a collaborative culture dedicated to inquiry, results and excellence. Full-Time Professor of the Computer Engineering Technology Department specializing in instruction in areas of Telecommunications, Network Services and Information Security. departments, with 8 top-level manager reports. Columbus Networks Inc. – Miami, FL Director of Internet Services - Columbus Networks is a telecommunications service provider that offers broadband and IP capacity services to telecom carriers, TV cable companies, Internet Service Providers and network integrators. Built Internet Service Provider business from greenfield into $50M business in 5 years. Multinational venture into 15 countries in Central/South America, The Caribbean and Mexico, to deliver services in new markets. Provided all operational planning, development and implementation for the business unit. Organized and lead cross- functional teams under strict timelines to deliver services. Government Technology Resources Inc. – Orlando, FL Principal Consultant - GTR provides strategic consulting services to public sector clients, focused on leveraging emerging technologies to support the goals of local, state and federal government. Developed consulting practice for firm, focused on expanding existing services for local and state governments. Provided business development to build a book of business to include many local government clients. Florida Hospital Inc. – Orlando, FL Network Engineer - Florida Hospital, comprised of eight Orlando hospitals provides a wide range of health services for the entire family, including many nationally and internationally recognized programs in cardiology, cancer, women's medicine, neurology, diabetes and rehabilitation. Information technology liaison for the Radiology/Radiation Oncology departments. Translated specialized departmental needs into Information Technology strategies and presented to Information Systems department heads. Provided network engineering services to the Radiology and Radiation Oncology departments at 8 metro- Orlando hospitals. Worked with cross-functional medical and non-medical teams, vendors and technology specialists to deliver projects. Network Construction Management ! PMCM of outside plant, inside plant, facilities ! PMCM of fiber, copper, wireless and systems ! Evaluation of competing vendors and balanced scorecards ! Cost/benefit analysis of vendor solutions ! Integration testing and pilot projects ! Vendor negotiations and performance management ! Requirements planning for RFx releases ! Evaluation of qualified bids for compliance ! Pre-bid meeting presentations Network Operations and Management ! Determining operational support requirements and staffing needs ! Operations support systems, network management systems ! Defining standard operating procedures ! City of Palm Coast, FL ! City of Cocoa, FL ! City of Winter Garden, FL ! City of Palm Beach Gardens, FL ! City of Davis, CA ! City of West Sacramento, CA ! City of Woodland, CA ! City of Ormond Beach, FL ! City of Wellington, FL ! City of Hallandale Beach, FL ! City of Port Orange, FL ! City of Mooresville, NC ! City of Davidson, NC ! City of Walla Walla, WA ! Port of Walla Walla, WA ! Northeast Texas Consortium ! Strathcona County, Alberta Canada ! Converse County, WY ! Northeast Texas Educational Consortium ! City of Birmingham, AL ! City of Tuscaloosa, AL ! Orlando Utilities Commission, FL Magellan is the only consulting firm that provides a full spectrum of broadband planning and implementation services to local governments. We incorporate all key aspects of fiber development into long-term strategic plans for government organizations. Our core competencies include long-term economic and community development through innovative broadband, wireless, cellular, and technology planning, specifically tailored to public sector