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HomeMy WebLinkAboutOrdinance - 51-96 - Victory Lutheran Church Expansion - 11/05/1996 VICTORY LUTHERAN CHURCH EXPANSION CITY OF EDEN PRAIRIE HENNEPIN COUNTY,MINNESOTA ORDINANCE NO. 51 " 9 6 AN ORDINANCE OF THE CITY OF EDEN PRAIRIE,MINNESOTA,AMENDING THE ZONING OF CERTAIN LAND WITHIN THE PUBLIC DISTRICT AND ADOPTING BY REFERENCE CITY CODE CHAPTER 1 AND SECTION 11.99 WHICH, AMONG OTHER THINGS, CONTAIN PENALTY PROVISIONS THE CITY COUNCIL OF THE CITY OF EDEN PRAIRIE,MINNESOTA,ORDAINS: Section 1. That the land which is the subject of this Ordinance(hereinafter,the"land')is legally described in Exhibit A attached hereto and made a part hereof. Section 2. That action was duly initiated proposing that the zoning for the land be amended within the Public Zoning District. (Amending Ordinances#9-92 and#15-93) Section 3. That the proposal is hereby adopted and the land shall be,and hereby is, amended within the Public Zoning District, and the legal descriptions of land in each District referred to in City Code Section 11.03, Subdivision 1, Subparagraph B, shall be,and are,amended accordingly. Section 4. City Code Chapter 1, entitled "General Provisions and Definitions Applicable to the Entire City Code Including Penalty for Violation' and Section 11.99, "Violation a Misdemeanor" are hereby adopted in their entirety,by reference,as though repeated verbatim herein. Section 5. The land shall be subject to the terms and conditions of that certain Developer's Agreement dated as of December 3, 1996 entered into between Victory Lutheran Church, and the City of Eden Prairie,which Agreement is hereby made a part hereof. Section 6. This Ordinance shall become effective from and after its passage and publication. FIRST READ at a regular meeting of the City Council of the City of Eden Prairie on the 5th day of November, 1996, and finally read and adopted and ordered published in summary form as attached hereto at a regular meeting of the City Council of said City on the 3rd day of December, 1996. ATTEST: lohoNrl7e, City Clerk can L. Harris,Mayor PUBLISHED in the Eden Prairie News on � � ' VICTORY LUTHERAN CHURCH EXPANSION CITY OF EDEN PRAIRIE ]HENNEPIN COUNTY,NIINNESOTA ORDINANCE NO. S/-q(p AN ORDINANCE OF THE CITY OF EDEN PRAIRIE, MI NESOTA, AMENDING CERTAIN LAND WITHIN A ZONING DISTRICT, AMENDING THE LEGAL DESCRIPTIONS OF LAND IN EACH DISTRICT, AND ADOPTING BY REFERENCE CITY CODE CHAPTER 1 AND SECTION 11.99, WHICH,AMONG OTHER THINGS,CONTAIN PENALTY PROVISIONS THE CITY COUNCIL OF THE CITY OF EDEN PRAIRIE,MINNESOTA,ORDAINS: Summary: This ordinance allows the amending of land located at Eden Prairie Road at Berger Drive,within the Public District on 5.9 acres; subject to the terms and conditions of a developer's agreement. Exhibit A, included with this Ordinance,gives the full legal description of this property. Effective Date: This Ordinance shall take effect upon publication. ATTEST: /s/John D. Frane /s/Jean L. Harris City Clerk Mayor J PUBLISHED in the Eden Prairie News on the (A full copy of the text of this Ordinance is available from City Clerk.) VICTORY LUTHERAN CHURCH EXPANSION Exhibit A Legal Description Lot 1, Block 1, VICTORY CHURCH ADDITION, according to the recorded plat thereof, HENNEPIN COUNTY,MINNESOTA. Affidavit of Publication Southwest Suburban Publishing State of Minnesota ) )SS. VICTORY LUTHERAN CHURCH County of Hennepin ) EXPANSION CITY OF EDEN PRAIRIE Stan Rolfsrud,being duly sworn,on oath says that he is the authorized agent of the publisher of HENNEPIN COUNTY,MINNESOTA the newspaper known as the Eden Prairie News and has full knowledge of the facts herein stated ORDINANCE No.51-96 AN ORDINANCE OF THE CITY as follows: OF EDEN PRAIRIE. MINNESOTA, (A)This newspaper has complied with the requirements constituting qualification as a legal AMENDINGCERTAINLANDWITHIN newspaper,as provided by Minnesota Statute 331A.02,331A.07,and other applicable laws,as A ZONING DISTRICT, AMENDING amended. THE LEGAL DESCRIPTIONS OF � (� LAND IN EACH DISTRICT, AND (B)The printed public notice that is attached to this Affidavit and identified as No- ADOPTING BY REFERENCE CITY was published on the date or dates and in the newspaper stated in the attached Notice,and�said Notice is hereby incorporated as part of this affidavit. Said notice was cut from the columns of the CODE CHAPTER 1 AND SECTION 11.99, WHICH, AMONG OTHER newspaper speed. Printed below is a copy of the lower case alphabet from A to Z, both THINGS,CONTAIN PENALTY PRO- inclusive,and is hereby acknowledged astBy- District and size of type used in the composition VISIONS and publication of the Notice: THE CITY COUNCIL OF THE CITY OF EDEN PRAIRIE, MINNESOTA, abcdefgq uvwxyz ' ORDAINS: Summary: This ordinance allows the amending of land located at Eden Prairie Road at Berger Drive,within the Public on 5,9 acres;subject to the terms tan Ro srud,General Manager and conditions of a developer's agree- or his designated agent went. Exhibit A. included with this Ordi- Subscribed and sworn before me on nance.gives the full legal description of this property. Effective Date:This Ordinance shall take effect upon publication. this day of ATTEST , 1996 0NEN P.4. RADUENZZ /sJJesn L.Hams k My coMissio EXPIRES i-siA-00 Mayor " '� /s/John D.Fran City Clerk � g4 (A full copy of the txxt of this Ord'- 4otaryblic nance is available from City Clerk.) (Published in the Eden Prairie News on Thursday,Dec. 12,1996;No.7569) RATE INFORMATION Lowest classified rate paid by commercial users for comparable space......$16.00 per column inch Maximum rate allowed bylaw for the above matter...................................$16.00 per column inch Rate actually charged for the above matter.............................................. S 7.67 per column inch R Cable Television Franchise Agreement Ordinance No. 52-96 Prepared by: Adrian E.Herbst,Esq. Theresa M.Harris,Esq. Fredrikson&Byron,P.A. 1100 International Centre 900 Second Avenue South Minneapolis,MN 55402 Telephone: (612)347 70M Fax: (612)347-7077 With the assistance of: The Southwest Suburban Cable Commission TABLE OF CONTENTS Page SECTION 1. RENEWAL OF GRANT OF FRANCHISE . . . . . . . . . . . . . . . . . . . . . 2 SECTION 2. SHORT TITLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 SECTION 3. DEFINITIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 SECTION 4. EFFECTIVE DATE AND TERM OF RENEWAL . . . . . . . . . . . . . . . . 2 SECTION 5. WRITTEN NOTICE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 SECTION 6. DESIGN PROVISIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 6.1 System Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 6.2 Cable Nodes System Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 6.3 Service to the Schools and Government Buildings . . . . . . . . . . . . . . . . . 3 6.4 Parental Control Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 6.5 Standby Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 6.6 Periodic Review Provisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 6.7 Shared Use of Facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 SECTION 7. PUBLIC, EDUCATIONAL AND GOVERNMENTAL ACCESS PROGRAMMING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 7.1 Access Channels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 7.2 Studio/Facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7.3 Funding for PEG Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7.4 Regional Channel Six . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7.5 Override of the Government Access Channel . . . . . . . . . . . . . . . . . . . . 8 SECTION 8. PERIODIC CUSTOMER SURVEYS . . . . . . . . . . . . . . . . . . . . . . . . . 8 SECTION 9. LINE EXTENSION POLICY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 SECTION 10. GENERAL FINANCIAL AND INSURANCE PROVISIONS . . . . . . . . 9 10.1 Payment to City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10.2 Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10.3 Security Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SECTION 11. SOCIAL CONTRACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 599639 Franchise Agreement Ordinance December 2,1996-Page i SECTION 12. COMPETITION ADJUSTMENT . . . . . . . . . . . . . . . . . . . . . . . . . 14 SECTION 13. ACCEPTANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 13.1 Other Franchises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 13.2 Time of AccQtance; Incorporation of Offering; Exhibits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 EXHIBITS Exhibit A - Franchise Fee Payment Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Exhibit B - Time Warner Social Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Exhibit C - Paragon Cable Initial Programming . . . . . . . . . . . . . . . . . . . . . . . . . . 22 588638 Franchise Agreement Ordinance December 2,1996-Page ii FRANCHISE AGREEMENT ORDINANCE This Agreement, made and entered into this 3rd day of December 3, 1996, by and between the City of Eden Prairie, a municipal corporation of the State of Minnesota, and KBL Cable Systems of the Southwest Inc., a wholly-owned subsidiary of Time Warner Inc. WITNESSETH WHEREAS, KBL Cable Systems of the Southwest Inc. has operated a Cable System in the City of Eden Prairie, pursuant to Ordinance No. 80-33, also known as the Cable Communications Ordinance, which expires on December 31, 1999; and WHEREAS, KBL Cable Systems of the Southwest Inc. has requested an early renewal of its Franchise because KBL Cable Systems of the Southwest Inc. intends to rebuild its System to a modern state of the art design as described herein and at substantial cost; and WHEREAS, KBL Cable Systems of the Southwest Inc. and the City of Eden Prairie, based on City's understanding the rebuilt System will provide considerable new service capabilities and economic benefit opportunities to its institutions, residents and businesses, have agreed to enter into an early renewal of the Franchise; and WHEREAS, the City of Eden Prairie, will repeal Ordinance No. 80-33, also known as the Cable Communications Ordinance, including amendments and agreements relating to it beginning with the effective date of this Agreement Ordinance, and enact Ordinance No. 53-96, also known as the Cable Regulatory Ordinance, through which the City is authorized to grant and renew one or more nonexclusive revocable Franchises to operate, construct, maintain and reconstruct a Cable Television System within the City; and WHEREAS, the City, reviewed the legal, technical and financial qualifications of KBL Cable Systems of the Southwest Inc. and after a properly noticed public hearing, has determined that it is in the best interest of the City and its residents to renew its Franchise with KBL Cable Systems of the Southwest Inc.. NOW, THEREFORE, the City of Eden Prairie (hereinafter also known as the "City" or "Grantor") hereby grants to KBL Cable Systems of the Southwest Inc. (hereinafter the "Grantee") renewal of its cable television Franchise in accordance with the provisions of Ordinance No. 53-96 and this Agreement. 588639 Franchise Agreement Ordinance December 3,1996-Page 1 SECTION 1. RENEWAL OF GRANT OF FRANCHISE The cable television Franchise granted through Ordinance Number 80-33 on the 6th day of January, 1981 and now held by Grantee is renewed. Ordinance Number 80-33 that granted the original franchise is repealed and replaced by the Cable Regulatory Ordinance, Ordinance Number 52-96 and this Franchise Agreement Ordinance. This Franchise shall be subject to the terms and conditions of this Franchise Agreement Ordinance and shall be subordinate to the Cable Television Franchise Ordinance and all applicable federal, state and local law. SECTION 2. SHORT TITLE This Agreement shall be known and cited as the "City of Eden Prairie Cable Television Franchise Agreement Ordinance." Within this document it shall also be referred to as "this Franchise" or "the Franchise." SECTION 3. DEFINITIONS The definitions contained in Ordinance Number 52-96 of the City of Eden Prairie are incorporated herein by reference and adopted as fully as if set out verbatim. SECTION 4. EFFECTIVE DATE AND TERM OF RENEWAL This Franchise shall commence on the effective date described in Section 13 and shall expire 15 years thereafter. SECTION 5. WRITTEN NOTICE All notices, reports or demands required to be given in writing under this Franchise shall be deemed to be given when delivered personally to any officer of Grantee or City's Manager of this Franchise or 48 hours after it is deposited in the United States mail in a sealed envelope, with registered or certified mail postage prepaid thereon, addressed to the party to which notice is being given, as follows: If to City: City of Eden Prairie 8080 Mitchell Road Eden Prairie, Mn 55344-2230 If to Grantee: KBL Cable Systems of the Southwest, Inc., Attn: General Manager D/B/A Paragon Cable Company 801 Plymouth Avenue No. Mpls., MN 55411 Such addresses may be changed by either parry upon notice to the other party given as provided in this section. 588638 Franchise Agreement Ordinance December 3,1996-Page 2 SECTION 6. DESIGN PROVISIONS. 6.1 System Design. Grantee agrees to upgrade its System to a capacity of 750 MHz which is the equivalent of 112 6 MHz analog video channels. However, Grantee will initially use the 54 MHz-550 MHz section of the System to deliver analog signals and reserve the 550 MHz to 750 MHz section for future applications. Stated in terms of 6 MHz analog channels the 54 MHz to 550 MHz of the System has capacity for 79 channels. The upgraded System shall have the technical capacity for non-voice return communications which means the provision of appropriate system design techniques with the installation of cable and amplifiers suitable for the subsequent insertion of necessary non-voice communications electronic modules. Such upgrade shall be completed and in use by December 31, 1999. 6.2 Cable Nodes System Connect. Grantee will locate its "nodes" near schools where possible, without in Grantee's opinion, comprising the engineering design of the System. The City will provide maps showing the location of the schools. 6.3 Service to the Schools and Government Building,. A. Service to Pubic Schools and Public Buildings 1. The Grantee shall continue to provide one outlet of Basic Service, the Cable Programming Service Tier and one Converter, if needed, to those facilities presently served. Service to public schools and municipally owned buildings constructed or occupied after the effective date of this Franchise shall be similarly provided subject to the building being located within 200 feet of the Grantee's then existing System. 2. If facility is over 200 feet from Grantee's then existing System, the school or municipality shall be responsible for all equipment, construction costs and additional wiring beyond the first 200 feet that are the Grantee's responsibility. 3. All internal wiring cost beyond the one outlet that Grantee agrees to provide shall be the responsibility of the school or municipality. 4. The financial responsibility for any additional Converters desired by the school or municipality shall be their responsibility. 588638 Franchise Agreement Ordinance December 2,1996-Page 3 B. Service to Private Schools Grantee shall provide Installation to private schools within 200 feet of plant. A private school is defined as any private secondary school that receives funding pursuant to Title 1 of the Elementary and Secondary Education Act of 1965. Installation and Cable Service shall be provided for free to such private schools through the year 2000. 6.4 Parental Control Lock. Grantee shall provide, for sale or lease, to Subscribers, upon request, a parental control locking device. 6.5 Standby Power. Grantee shall continue to provide standby power throughout the System now and as rebuilt capable of providing at least three hours of emergency supply. 6.6 Periodic Review Provisions. The City may request a State-of-the-Art review at any time between the sixth year anniversary and the twelfth year anniversary of the granting of this Franchise. In conducting a State-of-the-Art review, the City shall undertake the following process: A. The City and the Grantee shall undertake a review of the then existing Cable System. This review shall, at a minimum, take into account the following: 1. Characteristics of the existing System; 2. The State-of-the-Art; 3. Additional benefits provided to customers by the State-of-the-Art; 4. The market place demand for the State-of-the-Art; and 5. The financial feasibility of the State-of-the-Art taking into account associated rate increases, and the premature retirement of assets. B. The City shall hold at least two public hearings to enable the general public and Grantee to comment and to present evidence. 588638 Franchise Agreement Ordinance December 2,1996-Page 4 C. For the purposes of this Section the term "State-of-the-Art" shall mean equipment or facilities that: 1. Are readily available with reasonable delivery schedules from two or more sources of supply; 2. Have the capability to perform the intended functions demonstrated within communities with similar characteristic (including, but not necessarily limited to, population, density, Subscriber penetration, etc.) under actual operating conditions for purposes other than tests or experimentation; and 3. Are technically and economically feasible to implement. The term "State-of-the-Art" shall not include equipment or facilities associated with or dedicated to the general public, educational or governmental access or telecommunication services. D. Notwithstanding anything to the contrary, the City may not undertake a State-of-the-Art review at any time the Grantee is deemed subject to effective competition pursuant to then applicable state or federal law. E. As a result of any review based on this Section, City and Grantee may enter into good faith negotiations to amend this Franchise as agreed upon. 6.7 Shared Use of Facilities. The Grantee must make space available on its poles and towers, or upon timely request by the City, underground lines and conduit, for City wires, fixtures, or City utilities, whenever such use will not interfere with the use of those facilities by the Grantee or any other communication company. The City must pay for any added expense incurred by the Grantee because of such City use. SECTION 7 PUBLIC, EDUCATIONAL AND GOVERNMENTAL ACCESS PROGRAMMING. 588638 Franchise Agreement Ordinance December 2,1996-Page 5 7.1 Access Channels. A. Grantee shall provide four public, educational and government (PEG) Access Channels (the "Access Channels"). One channel shall be dedicated to public access, one channel shall be dedicated to governmental access, and two channels shall be dedicated to educational access. B. Grantee shall provide to each of its Subscribers who receive all or any part of the total services offered on the System, reception of each public, educational and governmental Access Channel. C. Grantee shall provide at least one specially designated access channel available for lease on a first come, nondiscriminatory basis by commercial and noncommercial users. This Section is not applicable to Subscribers receiving only alarm system services or only data transmission services for computer operated functions. The VHF spectrum shall be used for at least one of the specially designated noncommercial public Access Channels required. D. Whenever any of the Access Channels are in use during 80 percent of the weekdays (Monday-Friday), for 80 percent of the time during any consecutive three hour period for six weeks running, and there is demand for use of an additional channel for the same purpose, Grantee shall then have six months in which to provide a new specially designated access channel for the same purpose at no additional cost to Subscribers. E. Grantee must establish rules and regulations for the public, educational and leased Access Channels. The rules and regulations established by the Grantee are subject to approval by the City. F. Subscribers receiving programs on one or more special service channels without also receiving the regular Subscriber services may receive only one specially designated composite Access Channel composed of the programming on Access Channels. Subscribers receiving only alarm system services or only data transmission services for computer operated functions shall not be included in this requirement. 7.2 Studio/Facilities. A. Subject to a transition plan that shall be filed with the City before the City executes this Agreement and that shall be updated annually until the transition is complete, Grantee will provide one large facility containing one studio with the current square footage of 1440 square feet in the Eden 588638 Franchise Agreement Ordinance December 2,1996-Page 6 Prairie studio for public, educational and governmental access production which will be located in Eden Prairie. The studio will have the capacity for audience participation. The facility will include two separate editing suites, storage space and the entire studio facility will be wheelchair accessible. The facility shall meet the current hours of Monday through Friday 10:00 a.m. to 6:00 p.m. and by appointment on evenings and weekends. The facility shall also add regular weekend hours and some regular week night hours. B. Grantee shall make readily available for public use at least minimal equipment necessary for the production of programming and playback of prerecorded programs for the specially designated noncommercial public Access Channel. The Grantee shall also make readily available upon need being shown, the minimum equipment necessary to make it possible to record programs at remote locations with battery operated portable equipment. C. No charges shall be made for channel time or playback of prerecorded programming on the specially designated noncommercial public Access Channel. Grantee can include any costs associated with production and playback for the noncommercial public Access Channel in the total sum allocated for public, educational and governmental access programming as stated in Section 7.3. Additionally, at the City's request, Grantee will work with the City to institute a nominal membership fee for users of the PEG access facility. D. Need within the meaning of this section shall be determined in the sole discretion of City or by Subscriber petition. Said petition must contain the signatures of at least 10 percent of the Subscribers of System, but in no case more than 500 nor fewer than 100 signatures. 7.3 Funding for PEG Access. In the first year after the effective date of this Franchise, Grantee shall provide no less than$200,128 annually for PEG access operating expenses collectively for the cities of Edina, Eden Prairie, Hopkins, Minnetonka, and Richfield. After the first year of the Franchise, Grantee shall provide sufficient financial and in-kind support to maintain a substantially equivalent level of services, facilities and equipment in the remaining years of the Franchise Agreement Ordinance comparable to the services, facilities and equipment provided in the first year of the Franchise. These expenses will be itemized on customers' bills. This amount will provide the following services: (a) labor costs; (b) educational consultant; (c) facilities and utilities; (d) access expenses; (e) educational expenses; (f) equipment maintenance; 588638 Franchise Agreement Ordinance December 3,1996-Page 7 (g) technical support; and (h) replay expenses. This funding shall not be deducted from the Franchise Fee within the meaning of this Agreement. Grantee shall not calculate a Franchise Fee upon funds itemized on the customers' bills for public, educational or governmental access production and programming. 7.4 Regional Channel Six. Under Minnesota Cable Communications Act, standard VHF Channel six has been designated for usage as the regional channel. Also known as Metro Cable Network, this independent, non-commercial, non-profit channel shall be made available without charge. This provision shall remain in effect as long as a regional channel is required by the State of Minnesota. 7.5 Override of the Government Access Channel. Grantee agrees to provide the capability such that the City, from its City Hall, can switch its government Access Channel in the following ways: A. Insert live Council meetings from City Hall; B. Replay government access programming from City Hall; C. Transmit character generated programming; D. Schedule for Grantee to replay City-provided tapes in pre-arranged time slot on the government Access Channel; and E. Switch to C-SPAN 2 or other comparable programming provided by Grantee at any time when not carrying live or taped government access programming. SECTION 8. PERIODIC CUSTOMER SURVEYS 8.1 The Grantee shall upon request of the City and at times mutually agreed upon by the parties, but no more frequent than once every three years conduct a random survey of a representative sample of Subscribers. Each questionnaire shall be prepared and conducted in good faith so as to provide reasonably reliable measure of customer satisfaction with: (1) audio and signal quality; (2) response to customer complaints; (3) billing practices; (4) programming; and (5) Installation practices; 8.2 The survey shall be conducted in conformity with standard research procedures including the use of telephone survey conducted by an independent person in the business of regularly conducting such surveys. The survey shall consist of a 588638 Franchise Agreement Ordinance December 2,1996-Page 8 sample size of 300 customers or such other sample size as to yield a margin of error of plus or minus six percent or less of the total customer base. 8.3 The Grantee shall report the results of the survey and any steps the Grantee may be taking in response to the survey within 60 days of the completion of the survey. 8.4 Notwithstanding anything to the contrary, the Grantee shall be under no obligation to conduct a survey at any time the Grantee is deemed subject to effective competition under then applicable state or federal law. 588638 Franchise Agreement Ordinance December 2,1996-Page 9 SECTION 9. LINE EXTENSION POLICY. 9.1 The Grantee shall within 12 months of receiving a request, extend the System to any residences within the City served by City water and sewer facilities. 9.2 The City recognizes that in some instances the Grantee needs the permission of private property owners to extend service to others who may be interested in service and agrees that should the Grantee be unable to obtain these needed permissions under terms reasonable to the Grantee and the property owners from whom permission is required that the Grantee shall be under no obligation to extend service. SECTION 10. GENERAL FINANCIAL. AND INSURANCE PROVISIONS. 10.1 Payment to City. A. Grantee shall pay to the City a Franchise Fee in an amount equal to five percent (5%) of its annual Gross Revenues. B. The foregoing payment shall be compensation for use of Streets. C. Payments due the City under this provision shall be computed at the end of each calendar quarter. Payments shall be due and payable for each quarter not later than 60 days from the last day of the quarter. Each payment shall be accompanied by a brief report showing the basis for the computation. At the end of each calendar year, Grantee shall complete a Franchise Fee Payment Worksheet attached hereto as Exhibit A. Grantee shall file a completed Franchise Fee Payment Worksheet no later than 60 days after the last day of the calendar year. D. No acceptance of any payment shall be construed as an accord that the amount paid is in fact the correct amount, nor shall such acceptance of payment be construed as a release of any claim the City may have for further or additional sums payable under the provisions of this Franchise. All amounts paid shall be subject to audit and recomputation by the City. E. In the event any payment is not made on the due date, interest on the amount due shall accrue from such date at the annual rate of 12%. 10.2 Bonds. A. At the commencement of this Franchise, and at all times thereafter until Grantee has completed the System Upgrade in Section 6.1 of this 588638 Franchise Agreement Ordinance December 2,1996-Page 10 Franchise, Grantee shall maintain with City a bond in the sum of $300,000.00 in such form and with such sureties as shall be acceptable to City, conditioned upon the faithful performance by Grantee of this Franchise and the acceptance hereof given by City and upon the further condition that in the event Grantee shall fail to comply with any law, ordinance or regulation, there shall be recoverable jointly and severally from the principal and surety of the bond, any damages or losses suffered by City as a result, including the full amount of any compensation, indemnification or cost of removal of any property of Grantee, including a reasonable allowance for attorneys' fees and costs (with interest at two percent in excess of the then prime rate), up to the full amount of the bond, and which bond shall further guarantee payment by Grantee of all claims and liens against City or any, public property, and taxes due to City, which arise by reason of the construction, operation, maintenance or use of the System. Upon completion of the System Upgrade as described in Section 6.1 of this Franchise, the City may reduce the bond to the sum of $100,000. B. The rights reserved by City with respect to the bond are in addition to all other rights the City may have under this Franchise or any other law. C. City may, in its sole discretion, reduce the amount of the bond. 10.3 Security Fund. A. In the event the Grantee is given notice of a non-compliance pursuant to Section 34 of the Ordinance, the Grantee shall within ten (10) days thereof deposit into a bank account, established by the City, and maintain on deposit the sum of Twenty Thousand and 00/100 Dollars ($20,000.00) or deliver to the City a letter of credit in the same amount as a common Security Fund for the faithful performance by it of all the provisions of this Franchise and compliance with all orders, permits and directions of the City and the payment by Grantee of any claim, liens, costs, expenses and taxes due the City which arise by reason of the construction, operation or maintenance of the System. Interest on this deposit shall be paid to Grantee by the bank on an annual basis. The security may be terminated by the Grantee upon the Resolution of the alleged non-compliance. The obligation to establish the security fund required by this paragraph is unconditional. The fund must be established whenever Grantee is given the notice required, even if Grantee disputes the allegation that it is not in compliance. If Grantee fails to establish the security fund as required, the City may take whatever action is appropriate to require the establishment of that fund and 588638 Franchise Agreement Ordinance December 2,1996-Page 11 may recover its costs, reasonable attorneys' fees, and an additional penalty of$2000 in that action. B. Provision shall be made to permit the City to withdraw funds from the Security Fund. Grantee shall not use the Security Fund for other purposes and shall not assign, pledge or otherwise use this Security Fund as security for any purpose. C. Within ten (10) days after notice to it that any amount has been withdrawn by the City from the Security Fund pursuant to (A) of this section, Grantee shall deposit a sum of money sufficient to restore such Security Fund to the required amount. D. In addition to recovery of any monies owed by Grantee to City or damages to City as a result of any acts or omissions by Grantee pursuant to the Franchise, City in its sole discretion may charge to and collect from the Security Fund the following penalties: 1. For failure to complete System construction in accordance with Grantee's upgrade plan, unless City approves the delay, the penalty shall be$200.00 per day for each day, or part thereof, such failure occurs or continues. 2. For failure to provide data, documents, reports or information or to cooperate with City during an Application process or System review, the penalty shall be $50.00 per day for each day, or part thereof, such failure occurs or continues. 3. For failure to comply with any of the provisions of this Franchise for which a penalty is not otherwise specifically provided pursuant to this Paragraph C, the penalty shall be $50.00 per day for each day, or part thereof, such failure occurs or continues. 4. For failure to test, analyze and report on the performance of the System following a request by City, the penalty shall be$50.00 per day for each day, or part thereof, such failure occurs or continues. 5. For failure by Grantee to provide additional services as negotiated between City and Grantee at a periodic review session within 45 days after a request by City the penalty shall be$200.00 per day for each day, or part thereof, such failure occurs or continues. 588638 Franchise Agreement Ordinance December 2,1996-Page 12 6. Forty-five days following notice from City of a failure of Grantee to comply with construction, operation or maintenance standards, the penalty shall be$200.00 per day for each day, or part thereof, such failure occurs or continues. 7. For failure to provide the services Grantee has proposed, including but not limited to the implementation and the utilization of the Access Channels and the making available for use of the equipment and other facilities to City, the penalty shall be$100.00 per day for each day, or part thereof, such failure occurs or continues. 8. Each violation of any provision of this Franchise shall be considered a separate violation for which a separate penalty can be imposed. E. Exclusive of the contractual penalties set out above in this section, a violation of any provision of this Franchise is a misdemeanor. F. If Grantee fails to pay to the City any taxes due and unpaid; or fails to repay to the City, any damages, costs or expenses which the City shall be compelled to pay by reason of any act or default of the Grantee in connection with this Franchise; or fails, after thirty (30) days notice of such failure by the City to comply with any provision of the Franchise which the City reasonably determines can be remedied by an expenditure of the security, the City may then withdraw such funds from the Security Fund. Payments are not Franchise Fees as defined in Section 29 of the Ordinance. G. Whenever the City finds that Grantee has allegedly violated one or more terms, conditions or provisions of this Franchise, a written notice shall be given to Grantee. The written notice shall describe in reasonable detail the alleged violation so as to afford Grantee an opportunity to remedy the violation. Grantee shall have 30 days subsequent to receipt of the notice in which to correct the violation before the City may require Grantee to make payment of penalties, and further to enforce payment of penalties through the Security Fund. Grantee may, within 10 days of receipt of notice, notify the City that there is a dispute as to whether a violation or failure has, in fact, occurred. Such notice by Grantee shall specify with particularity the matters disputed by Grantee and shall stay the running of the above- described time. 1. City shall hear Grantee's dispute at the next regularly scheduled or specially scheduled Council meeting. Grantee shall have the right to subpoena and cross-examine witnesses. The City shall determine if Grantee has committed a violation and shall make written findings 588638 Franchise Agreement Ordinance December 2,1996-Page 13 of fact relative to its determination. If a violation is found, Grantee may petition for reconsideration. 2. If after hearing the dispute, the claim is upheld by the City, then Grantee shall have 30 days within which to remedy the violation before the City may require payment of all penalties due it. 3. The time for Grantee to correct any alleged violation may be extended by the City if the necessary action to correct the alleged violation is of such a nature or character as to require more than 30 days within which to perform provided Grantee commences corrective action within 15 days and thereafter uses reasonable diligence, as determined by the City, to correct the violation. H. If City draws upon the Security Fund delivered pursuant hereto, in whole or in part, Grantee shall replace the same within three days and shall deliver to City a like replacement Security Fund for the full amount stated in Paragraph A of this section as a substitution of the previous Security Fund. I. If any Security Fund is not so replaced, City may draw on said Security Fund for the whole amount thereof and hold the proceeds, without interest, and use the proceeds to pay costs incurred by City in performing and paying for any or all of the obligations, duties and responsibilities of Grantee under this Franchise that are not performed or paid for by Grantee pursuant hereto, including attorneys' fees incurred by the City in so performing and paying. The failure to so replace any Security Fund may also, at the option of City, be deemed a default by Grantee under this Franchise. The drawing on the Security Fund by City, and use of the money so obtained for payment or performance of the obligations, duties and responsibilities of Grantee which are in default, shall not be a waiver or release of such default. J. The collection by City of any damages, monies or penalties from the Security Fund shall not affect any other right or remedy available to City, nor shall any act, or failure to act, by City pursuant to the Security Fund, be deemed a waiver of any right of City pursuant to this Franchise or otherwise. SECTION 11. SOCIAL CONTRACT. The Social Contract between Grantee and the Federal Communications Commission is attached hereto as Exhibit B. It is expressly understood by the City and the Grantee that the Social 588638 Franchise Agreement Ordinance December 2,1996-Page 14 Contract is made a part hereof for informational purposes only. Inclusion of the Social Contract by reference is not intended to nor shall it create any right of the City to enforce any provisions of the Social Contract directly or indirectly under the terms of this Franchise. The parties expressly acknowledge and understand that the Social Contract and the obligations contained therein are enforceable exclusively by the FCC as more fully set forth in the Social Contract. SECTION 12, COMPETITION ADJUSTMENT. 12.1 In consideration of Grantee's substantial investment estimated at $20 million dollars to rebuild its System at an early date for the Cities of Eden Prairie, Edina, Minnetonka, Hopkins and Richfield, MN, the City agrees to include the following provisions. 12.2 Any additional or subsequent cable Franchise granted to cable or non-cable companies who may compete with Grantee within the Franchise area will be granted only on substantially similar terms and conditions as this Franchise and shall not contain less burdensome nor more favorable terms than those imposed on Grantee by this Franchise. 12.3 The City and Grantee agree that all Franchise provisions that Grantee is subject to are effective against the Grantee only if such requirements are applied as well to any and all wired competitors of the Grantee within the Franchise area. For purposes of this subsection, a wired competitor is any video provider using Streets and offering at least 12 channels of video programming at least one of which is a broadcast signal, which uses wires, coaxial cables, optical fiber or other similar technology and places or attaches such wires, cables or fibers on Streets or public utility facilities. This definition of wired competitor does not include a Satellite Master Antenna Television system located wholly on private property within a building. 12.4 Any Franchise provision or other regulation enforced by the City upon Grantee which is not also imposed upon Grantee(s) wired competitors within the Franchise area of the City, shall be void as to Grantee, subject to the following requirements: A. The existence of a wired competitor in the Franchise area of the City shall not relieve Grantee of an obligation to provide an annual minimum Franchise Fee of two percent of Gross Revenues. If the wired competitor obtains a cable Franchise which requires it to pay a Franchise Fee or substantially similar fee of an equivalent amount to the City, the State of Minnesota or any other governmental entity which is less than five percent of Gross Revenues, the City shall reduce Grantee's Franchise Fee to the same level, but in no event less than two percent of Gross Revenues. If the wired competitor does not obtain a cable Franchise, but it is required to pay 588638 Franchise Agreement Ordinance December 2,1996-Page 15 a Franchise Fee or substantially similar fee to the City, State of Minnesota or any other governmental entity, then Grantee shall pay the same fee, but in no event less than two percent of Gross Revenues. If the wired competitor is not required to pay a Franchise Fee or similar fee to the City or the State of Minnesota, then the two percent minimum Franchise Fee shall apply to Grantee for all homes and customers who are passed by the wired competitor's system. If at any time a wired competitor with a cable Franchise pays a Franchise Fee of more than two percent, or if a wired competitor without a Franchise Fee pays a Franchise Fee or similar fee of more than two percent, Grantee shall pay the same Franchise Fee. In no event shall Grantee be required to pay more than a five percent Franchise Fee. If the wired competitor discontinues providing multichannel video services, the Grantee's Franchise Fee shall immediately return to its original level. B. The existence of a wired competitor shall not relieve Grantee of an obligation to provide at least one channel for public, educational and governmental access programming. If the wired competitor obtains a cable Franchise which requires it to provide less than four public, educational and governmental Access Channels, the City shall, upon the effective date of the subsequent Franchise, reduce Grantee's requirement to the same number of channels, but in no event shall Grantee provide less than one public, educational and governmental access channel. If the wired competitor does not obtain a cable Franchise, but it is required to provide less than four public, educational and governmental Access Channels, or if the wired competitor is not required to provide any public, educational or governmental Access Channels, then the City shall reduce the number of Access Channels required of Grantee as follows: (i) If the wired competitor passes less than 25% of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, Grantee shall provide at least four public, educational and governmental Access Channels. (ii) If the wired competitor passes 25% or more but less than 50% of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, Grantee shall provide at least three public, educational and governmental Access Channels. (iii) If the wired competitor passes 50% or more of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, Grantee shall provide at least one public, educational and governmental Access Channel. 588638 Franchise Agreement Ordinance December 2,1996-Page 16 If at any time, a wired competitor provides channels for public, educational and governmental access which exceed the channels provided by Grantee, Grantee shall provide the same number of channels as the wired competitor. In no event shall Grantee be required to provide more public, educational or governmental Access Channels than it has agreed to in this Franchise Agreement Ordinance. If the wired competitor discontinues providing multichannel video services, the Grantee's requirement for the provision of public, educational and governmental Access Channels shall immediately return to its original level. C. If a wired competitor obtains a cable Franchise which requires it to provide less funding for equipment or facilities for public, educational and governmental access or less facilities and equipment than Grantee, the City shall reduce the Grantee's requirement for funding for public, educational and governmental access and facilities and equipment to the level of the wired competitor. If the wired competitor does not obtain a cable Franchise, including open video providers in accordance with the Telecommunications Act of 1996 and FCC rules, but it is required to provide less funding for public, educational and governmental access or less equipment or facilities than Grantee, or if the wired competitor is not required to provide any funding for public, educational or governmental access or equipment or facilities, then the City shall reduce the Grantee's required funding as follows: (i) If the wired competitor passes less than 25% of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, Grantee shall continue to provide the same level of funding for public, educational and governmental access facilities and equipment as indicated in this Ordinance. (ii) If the wired competitor passes 25% or more but less than 50% of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, the City shall reduce the funding and, equipment and facilities requirements of the Grantee by 30%. (iii) If the wired competitor passes 50% or more of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, the City shall eliminate the funding and, equipment and facilities requirements for public, educational and governmental access funding. 588638 Franchise Agreement Ordinance December 2,1996-Page 17 It is not the intent of this section to reduce Grantee's funds, equipment and facilities requirements regarding public, educational and governmental access programming to an amount less than the amount provided by its wired competitors. If at any time a wired competitor provides funds, equipment or facilities for public, educational and governmental access that exceed the funds, equipment or facilities provided by Grantee under this paragraph, Grantee shall provide the same amount of funds, equipment and facilities. In no event shall Grantee be required to provide more funds, equipment or facilities than it has agreed to provide in Section 7 of this Franchise Agreement Ordinance. If the wired competitor discontinues providing multichannel video services, the Grantee's requirement for the provision of funding and, equipment and facilities for public, educational and governmental access and, facilities and equipment shall immediately return to its original level. D. For all other Franchise provisions imposed upon Grantee in this Ordinance, if a wired competitor obtains a cable Franchise which does not require it to meet the same Franchise provision, the City shall not require Grantee to meet that Franchise provision. If the wired competitor does not obtain a cable Franchise and it is not required to meet the same Franchise provision, then the City shall relieve the Grantee from that Franchise provision as follows: (i) If the wired competitor passes less than 50% of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, Grantee shall continue to comply with the Franchise provision. (ii) If the wired competitor passes 50% or more of the homes and customers in the cities of Edina, Eden Prairie, Hopkins, Minnetonka and Richfield, the City shall not require Grantee to meet the Franchise provision. If at any time a wired competitor provides a requirement contained originally in this cable Franchise, Grantee shall comply with that same requirement. If the wired competitor discontinues providing multichannel video services, the Grantee shall be required to meet the Franchise provision. 12.5 If Grantee is aware of a Franchise provision imposed by the City upon Grantee which is not also imposed by the City or the State of Minnesota upon a wired 588638 Franchise Agreement Ordinance December 2,1996-Page 18 competitor, it shall identify the wired competitor, including the basis for stating that the entity is a "wired competitor" as defined above; it shall identify the Franchise provision in question; and it shall provide this information to the City. Within 90 days, the City shall: (1) pass a resolution declaring that Grantee is subject to this section for that requirement; (2) declare why the entity in question is not a wired competitor; or (3) state that the "wired competitor" is subject to a requirement that substantially duplicates the Franchise provision. During the above process, the Grantee shall escrow any funds at issue in the above process that the Franchise requires be remitted during the time period of the above process and Grantee shall continue to meet any and all requirements in question. If the City declares such requirement void as to Grantee, the City is not liable for Grantee's past compliance with the requirement, including any past fees remitted to the City. 12.6 If the City and Grantee are unable to agree upon the operation of this section of the Ordinance within 90 days after one parry provides notice to the other parry, the parties may agree to enter mediation. SECTION 13, ACCEPTANCE. 13.1 Other Franchises. A. The System intended for City, may be part of a joint system that serves the cities of Eden Prairie, Edina, Hopkins, Minnetonka and Richfield, Minnesota. B. Grantee will, in good faith, apply for and accept, if offered to it, a Franchise(similar Franchise) from each of the other cities on all the same terms and conditions herein provided, except provisions omitted as inapplicable. 13.2 Time of Acceptance;Incorporation of Offering; Exhibits. A. Grantee shall accept this Franchise in form and substance acceptable to City by December 25, 1996. Such acceptance by Grantee shall be deemed the grant of this Franchise for all purposes. B. Upon acceptance of this Franchise, Ordinance No. 80-33, also known as the Cable Communications Ordinance, and Ordinance No. 37-91, also known as the Local Programming Restructuring Ordinance, shall be repealed and Grantee shall be bound by all the terms and conditions contained in Ordinance No. 53-96, also known as the Cable Television Regulatory Ordinance, and herein. With its acceptance, Grantee also shall 588638 Franchise Agreement Ordinance December 3,1996-Page 19 City an opinion from its legal counsel, acceptable to City, stating that this Franchise has been duly accepted by Grantee, that this Franchise is enforceable against Grantee in accordance with its terms, and which opinion shall otherwise be in form and substance acceptable to City. C. With its acceptance, Grantee also shall deliver to City true and correct copies of documents creating Grantee and evidencing the power and authority referred to in the opinion of Grantee's counsel, certified as of a then current date by public office holders to the extent possible and otherwise by an officer of Grantee. D. At the time of acceptance, Grantee shall provide a copy of its initial services which shall be attached hereto as Exhibit C. E. The effective date of this Franchise Agreement Ordinance shall be January 1, 1997. IN WITNESS WHEREOF, Grantor and Grantee have executed this Franchise Agreement the date and year first above written. CITY OF 42)6* ,Minnesota, By �F�7h �'77"RY✓IS jayor 74 ATTEST: h F�iv— , City Clerk (SEAL) KBL CABLE SYSTEMS OF THE SOUTHWEST, INC., A WHOLLY-OWNED SUBSIDIARY OF 588638 Franchise Agreement Ordinance December 2,1996-Page 20 T ME WARNER INC. Blee Pye - y (Corporate S Date: l � �6 588638 Franchise Agreement Ordinance December 2,1996-Page 21 STATE OF MINNESOTA) COUNTY OF HENNEPIlN) The foregoing instrument was acknowledged before me on December 3, 1996, by Jean L. Harris, the Mayor of the City of Eden Prairie, on behalf of the City. KATHLEEN A PORTA NOTARY PUSUC—MINNESOTA a My commission expires 01 3100 N tary Public s� STATE OF I �v►v►esrat�' ) COUNTY OF fle-O n t ) The foregoing instrument was acknowledged before me onDteei,rbir A3 , 199�, by �L �• Kau= the Vise— �res�id� of KBL Cable Systems of the Southwest, Inc. a wholly-o ed subsidiary of Time Warner Inc., on behalf of the company. 4-1 u Notary lic -. JEAN W. STRINGER NOTARY PUBLIC-WVNESOTA HENNEPIN COUNTY MY Comm.Expires dan.31,2000 588638 Franchise Agreement Ordinance December 3,1996-Page 22 EXHIBIT A FRANCHISE FEE PAYMENT WORKSHEET 588638 Franchise Agreement Ordinance October 16,1996-Page 21 O� O CIO O O� 1' CY) X i i 11 T C3) w i i II Q i i 11 i i II -' ~O Q S 2 �- tl W ~ i i II O ; O II 3 11 111 i 11 i II i II A O O O O O ; O II j V i i II 7 i i 11 W i II -1 II D w0 O O O O CD 11 cc V C II 3 i i II II d6- O O O O 11 y' i II � I 0 0 0 0 0 11 O O O C O H O „ O (D O O O O O O O O O O I, 0 O O O CD O O II W ¢ O O O O CD II i II U) i II W m m ~ gym O Z W i a _Z H W ~ Z U � � Z LL z Y ZIL = 0oE : (L 0 m i w w = a' W N W W W > ———————————————————————— OWE f) i O 11 O II Z Z Z II i i II ¢ 0 11 1 II a' 11 i i i II LI_ 0 11 i i 11 W 11 = i i 11 (III n 11 11 O m 11 i i II ALL W 11 II OZ II Un NOt¢- 11 W w W p WUw U � UZ PZIII L) LL,> Z-1 W wm ix " a — a:D 0I Z zw ¢ u Z¢ F- > ° zw wC-) D) W DU Q = 0m C) ii O � � wU) MFM _j m -J (9 z -i � ¢ ¢ � II via aZwaW ¢ C'66i W ¢ ¢ Un mF- } II U5 D ?>- E ¢ > 02 F- Unto ¢ a F- w ¢ W ¢ rn ° ¢ 0CJ¢ ¢ w0MF- O WW = W OWrn a0CL .- „ m ¢ waat- ¢ Uno r � -.1 c) x F- IL � EXMIT B TIME WARNER SOCIAL CONTRACT 588638 Franchise Agreement Ordinance. October 16,1996-Page 22 EXHIBIT B FOR FCC RECORD ONLY $// M0&0, Time Warner Social Contract, FCC 95-478//S S/ 79.922 Rates for the basic service tier and cable programming services tier /S $/ 76.942 Refunds /S $/ 76.950 Complaints regarding cable programming service tiers /S FCC 95-478 Before the FEDERAL COMMUNICATIONS COMMISSION Washington, D.C. 20554 In the Matter of) Social Contract for ) Time Warner ) MEMORANDUM OPINION AND ORDER Adopted: November 30, 1995 Released: November 30, 1995 By the Commission: Table of Contents Paragraphs: I. Introduction 1 II. Background 2 A. overview of the Social Contract 5 III. Discussion A. Waiver 14 B. Preemption of State and Local Notice Requirements 20 C. Provisions of the Social Contract 24 a. System Upgrades and CPS Price Cap Increases i. Terms of the Social Contract25 ii. Comments 28 iii. Discussion 31 b. Equipment and Installation Averaging i. Terms of the Social Contract37 H. Comments 38 iii. Discussion 40 C. Resolution of Pending Cases i. Terms of the Social Contract42 ii. Comments 43 iii. Discussion 45 d. Lifeline Basic Tier Rates i. Terms of the Social Contract52 i i. Comments 54 M. Discussion 56 e. Migrated Product Tier i. Terms of the Social Contract59 ii. Comments 62 iii. Discussion 63 f. Services to Schools i. Terms of the Social Contract65 ii. Comments 68 iii. Discussion 71 g. Nome Wiring i. Terms of the Social Contract74 ii. Comments 75 iii. Discussion 76 h. System Acquisitions and Divestitures i. Terms of Social Contract 77 ii. Comments 78 M. Discussion 79 i. Modification and Termination Provisions i. Terms of the Social Contract8l ii. Comments 83 iii. Discussion 84 j. Preemption i. Terms of the Social Contract85 ii. Comments 86 iii. Discussion 87 k. Other Issues 88 IV. Conclusion and Ordering Clauses 92 I. INTRODUCTION 1. Time Warner Cable (Time Warner) and the Federal Communications Commission ("Commission") have negotiated a Social Contract designed to provide upgrade incentives for Time Warner and to provide rate stability and increased quality of service for its consumers. In addition, the Social Contract resolves over 900 rate cases and provides refunds of approximately $4.7 million plus interest to subscribers. In this Order we approve the Time Warner Social Contract ("Social Contract"), which is attached as Appendix A. The proposed Social Contract was placed on Public Notice and comment periods were established. The Commission received both initial and reply comments. II. BACKGROUND 2. In the Cable Television Consumer Protection and Competition Act of 1992 ("1992 Cable Act"), Congress set as one of its policy goals to ensure that cable operators continue to expand the capacity and programs offered over their systems, where economically viable. In Implementation of Sections of the Cable Television Consumer Protection and Competition Act of 1992: Rate Regulation, MM Docket No. 93-215, Report and Order and Further Notice of Proposed Rulemaking ("Cost Order") establishing interim regulations for cost of service filings, we adopted an upgrade incentive plan on an experimental basis. We noted that the basic outline of this approach would be "to permit an operator to enter into a social contract with its customers under which the operator would be given substantial flexibility in setting rates for new regulated services it introduces, such as new service tiers offering additional program channels. In exchange, customers would be guaranteed that rates for current services would be kept stable and reasonable, . and that this rate would purchase at least the same program charnels, or channels of equivalent value to customers. The operator would also commit to otherwise maintaining or improving its service quality. The contract would be effective for a term of years and would be overseen by this Commission, and reviewed before the end of the term." We also noted that this plan "protects the rates and quality of current cable service tiers, while providing profit incentives for operators to introduce new and improved regulated services, may help carry out the purposes of the Cable Act while also being fair to customers of current services, less burdensome on cable operators and those responsible for their regulation, and more likely to encourage worthwhile investments to upgrade cable service." We recently have approved such a social contract with Continental Cablevision, Inc. (the "Continental Contract"). The Continental Contract was approved by the Commission in an Order adopted on August 1, 1995. 3. On May 4, 1995, pursuant to special ex parte procedures available in certain cable rate proceedings, Time Warner requested relaxed ex parte treatment to enable it to discuss broad rate related matters with Commission officials. The Bureau orally approved this request on May 16, 1995. Consistent with these ex parte procedures the Cable Services Bureau ("Bureau") and Time Warner negotiated the terms of the Social Contract. On August 3, 1995, the Commission approved the release of the draft of the Social Contract for public comment. 4. The Commission has reviewed and considered the comments it received- in approving the terms and conditions of the Social Contract and making modifications to it. A. Overview of the Social Contract 5. The Social Contract is for a term of five years. From 1995 through 2000, Time Warner is required to invest $4 billion to rebuild and upgrade all of its domestic cable systems, including deployment of fiber optic technology, increased channel capacity and improved system reliability and signal quality. At least 60% of all capital expended in connection with the upgrade commitment will be applied for the benefit of basic service tier ("BST") and cable programming service tier ("CPST") subscribers. In addition, at least 60% of the new analog capacity added as a result of the upgrade will be used for traditionally regulated CPSTs, and, on average, traditionally regulated CPSTs on the upgraded systems will have at least 15 additional channels. To fund this investment, Time Warner will be allowed to increase the monthly rate for the most highly penetrated CPST in each system by $1 during each year of the Social Contract. If Time Warner fails to meet the upgrade commitment within the time provided for under the Social Contract, subscribers to the cable systems that have not been upgraded will be entitled to refunds equal to the CPST rate increases provided by the Social Contract, with interest, plus a liquidated damages penalty of 15% of such amount. The Social Contract contains a provision that allows Time Warner to average broad categories of equipment and installation and associated costs for all of its systems on a geographic regional basis. 6. The Social Contract will resolve Time Warner's pending CPST cases, including CPST cases against the systems Time Warner recently acquired from Houston Industries, Inc. (KBLCOM) and Newhouse Broadcasting Corporation. Altogether this resolves 946 complaints. To resolve these cases, Time Warner will make cash refunds in the form of bill credits to certain customers totalling approximately $4.7 million plus interest for the period beginning on the date of the applicable complaint and ending with the date of payment. Time Warner cannot implement any rate adjustment for the upgrade of a particular system unless the refund provided for under the Social Contract has been issued to such system or the issuance of the refund begins simultaneously with such rate adjustment. All refunds must be issued within six months of the first rate adjustment implemented with respect to the upgrade for the Time Warner systems. BST cases will not be resolved by the Social Contract. Those cases will continue to be resolved by Time Warner and the local franchising authorities pursuant to Commission rules. 7. Time Warner will create a "lifeline basic tier," priced to enhance the affordability of BST. Time Warner will accomplish this in two ways. First, on systems serving at least 85% of its total subscribers, Time Warner will reduce the price on its BST by 10% within six months of the effective date of the Social Contract, with a revenue neutral increase in CPST rates. Local franchising authorities may elect not to have this reduction by notifying Time Warner and the Commission in writing within 45 days of the effective date of the Social Contract. Second, on the remaining systems where BST rates have not been reduced by 10%, The streamlined lifeline basic tiers will carry only those stations required by law, such as must-carry stations, public, educational and governmental ("PEG") stations, and local origination. Any additional channels will be moved from the BST to the CPST with a corresponding revenue neutral decrease in the price of the BST and increase in the CPST price. 8. Time Warner will offer a free cable connection to all of the public schools located in the franchise areas where Time Warner provides cable service and that are passed by its systems. Time Warner also will provide a cable connection at cost to all secondary private schools whose students receive funding under Title I of the Education and Secondary School Act in such franchises that are passed by its systems. Time Warner will wire additional classrooms in existing schools at cost. For new public schools and existing public schools undergoing extensive rehabilitation, Time Warner will coordinate with the local officials and contractors to wire each of the classrooms in new schools free of charge, if Time Warner is notified of construction. BST and CPST will be provided to each outlet in the connected public and private schools without cost. Time Warner will also provide the connected schools with a monthly educational program guide with curriculum support ideas to assist educators in effectively using the new services. In addition, Time Warner and Time Inc. are developing an on-tine personal computer service. Once this service has been developed and test-marketed, Time Warner will offer this service to each connected school in areas in which the service is generally offered, free of charge, during the school year and wilt also provide a free modem to access the service. Time Warner will provide schools with additional modems at cost and will provide free service to each additional modem purchased. Time Warner also will sponsor workshops and materials so that teachers have the training necessary to appropriately use the services provided. 9. The Social Contract further provides that, in Time Warner systems where neither Time Warner nor its predecessors have created a Is carte packages, Time Warner will be permitted to create Migrated Product Tiers ("MPTs"), consisting of up to four services migrated from the regulated tiers. The migrated channels will be priced at the rate regulated price with increases allowed for inflation and external costs in accordance with the Commission's price cap rules. There will be no limitation on the number of new channels that Time Warner may add to the MPTs at the price of up to S.20 per channel plus license fees. After April 1, 1997, Time Warner may convert any MPT into a new product tier ("NPT"), as defined by Implementation of Sections of the Cable Television Consumer Protection and Competition Act of 1992: Rate Regulation, MM Nos. 92-266, 92-215, Sixth Order On Reconsideration, Fifth Report And Order, and Seventh Notice of Proposed Rule Making, ("Going Forward") provided that the tier is offered without a buy-through requirement other than BST. 10. Finally, during the term of the Social Contract, Time Warner will forego its right to use a cost of service justification to support any future rate increases in any franchise area covered by the Social Contract. The Social Contract requires that no later than 90 days following the end of each calendar year during which the Social Contract is in effect, and within 90 days following the end of the last month following expiration of the Social Contract other than calendar year end, Time Warner will provide the Commission and each local franchising authority having jurisdiction over an area covered by the Social Contract with a progress report outlining the amount of capital investments made, the number of subscribers affected by those investments, improvements in system reliability and service, and projected expenditure and upgrades for the following year. 11. The Social Contract may not be modified or terminated without the mutual agreement of both parties to the Social Contract. Time Warner may petition the Commission to modify or terminate the Social Contract based on any relevant change in applicable laws, regulations or circumstances. In addition, in the event of any changes to the provisions of the 1992 Cable Act or any material changes to the Commission's rules thereunder relating to rates (BST, CPST or equipment) that are favorable to Time Warner, any Time Warner system may elect to be relieved from the relevant rate provisions in the Social Contract, but shall remain bound by all other provisions of the Social Contract. 12. We believe that the Social Contract is consistent with the goals for upgrade incentive plans which were outlined in the Cost Order. The Social Contract benefits subscribers by assuring reasonable and stable rates in all Time Warner systems, improving service offerings and picture quality with state of the art technology, increasing consumer choice by lifeline basic tier pricing and elimination of buy-through requirements, and providing refunds to customers. The Social Contract further benefits subscribers through Time Warner's agreement not to restrict subscribers' ability to remove, replace, or rearrange wiring so tong as it does not interfere with TWC's ability to provide services and collect revenues from that subscriber or other subscribers in a multiple dwelling. Local franchising authorities benefit from the opportunity to assist elderly, low income, and basic only subscribers with the lifeline basic pricing. In addition, the Social Contract will reduce the administrative burden and cost of regulation for Time Warner, local governments, and the Commission. The Social Contract also provides a significant public benefit to all public schools and certain private secondary schools that are located within Time Warner franchise areas and passed by its systems. 13. The Social Contract will permit a rate structure that will allow Time Warner to focus on its long-term strategic planning and growth, having resolved its outstanding rate complaints. Local franchising authorities will retain their right to regulate rates for basic service, their right to negotiate upgrades and other benefits for their individual franchises, and their ability to comment and participate on any changes in this Social Contract'that would affect their localities. The Social Contract ensures that the rights of local franchise authorities and subscribers to seek redress at the Commission will be preserved. III. DISCUSSION A. Waiver 14. Upgrade Incentive Plans represent an alternative to the Commission's usual procedures for resolving rate complaints against cable operators. Indeed, the Commission recognized in the Cost Order the experimental nature of this type of social contract. There are several aspects of the Social Contract that do not conform precisely to the Commission's rate regulation rules or to the stated experimental Upgrade Incentive Plan outlined in the Cost Order. We believe that the Social Contract furthers the Commission's policy goals of ensuring that cable operators expand the capacity and programs offered over their systems where economically viable, and reducing regulatory burdens while still ensuring that cable rates are reasonable. As a result, we conclude that special circumstances warrant a deviation from our generally applicable rules and that waiver of certain of the Commission's rules is in the public interest. 15. In particular, Time Warner seeks a waiver of ^U 76.923 to allow equipment cost averaging. This section of the rules sets forth the methodology for determining the rates for equipment and installation used to receive BST service. The intended purpose of the section is to ensure that equipment is charged at cost and that all BST subscribers pay for the equipment. Waiver of this provision to enable Time Warner to average equipment costs on a regional basis is consistent with the purpose of ^06.923 because equipment will continue to be charged at cost; this cost will be spread across all subscribers in a region, rather than a franchise area. 16. Time Warner also seeks a waiver of ^U 76.961(e), which requires local franchising authorities to reimburse Time Warner for CPST franchise fees that were based on CPST charges that are being refunded to subscribers. Time Warner has agreed to waive its right to reimbursement by the franchising authorities; thus, this waiver provides a benefit to the local franchising authority and subscribers, and we see no reason to deny it. Time Warner also seeks a waiver of ^U^U 76.309(c)(i)(8) and 76.964 on a one-time basis to allow Time Warner to add service and change line-ups on less than 30 days' notice. 17. Time Warner seeks a one-time waiver of "U 76.933 to allow it to implement rate and service restructuring and annual rate adjustments to the BST and the CPST on 30 days, notice, or less, subject to refunds and subject to the further condition that, if a local franchising authority exercises the opt-out provision after Time Warner commences implementation of the January 1, 1996 rate and service restructuring and adjustment, Time Warner will restore the 10% reduction in the BST rate in the next billing cycle (i.e. the difference between the new rate and the rate charged under the Social Contract, if a subscriber cancels service during the first month of implementation of the Social Contract). These provisions set forth customer service standards to ensure, among other things, that customers have adequate notice of changes in their service and time to cancel services. The Social Contract further provides that if any subscriber cancels its subscription to the relevant CPST within 30 days after the date of the first bill reflecting the CPST adjustment authorized by the Social Contract, Time Warner will issue a refund to that subscriber for the incremental amount attributable to such increase. 18. We understand the need for a waiver of these provisions if Time Warner is to implement the necessary changes by January 1, 1996. These waivers are on a one-time basis only. Subscribers will be protected if the Local franchising authority opts out of the creation of a lifeline basic tier, or if subscribers choose not to receive the restructured service. We conclude that a waiver of these provisions is not inconsistent with the purposes of the provisions. 19. In addition, Time Warner seeks waivers of various Commission rules that it states are necessary to effectuate the terms of the Social Contract. At the core of the Social Contract is the upgrade incentive plan whereby Time Warner will rebuild and upgrade all of its domestic cable systems and in turn will be allowed to recover the costs of the upgrade over time by adding a charge to the highest penetrated CPST during the years of the Social Contract. Consequently, Time Warner seeks a waiver of ^U^U 76.922 and 76.933 to allow Time Warner to recover the CPST rate increase for the upgrade in lieu of the methodology provided under our Going Forward rules. Time Warner also seeks to waive: 1) A 76. 960, requiring that prior approval be sought for rate increases for one year after CPST rate reduction under ^U 76. 933; 2) ^U^U 76.922(b), 76.930, and 76.956, to allow Time Warner to use a one-time restructuring form in situations where systems become newly regulated; and 3) A 76.922 to allow revenue neutral, pro-rata adjustments rather than adjustments to the maximum permitted rate Less previous external costs ("residual rate',) where the Lifeline tier and/or an MPT are created in accordance with the Social Contract terms. We believe that the Social Contract provides significant overall benefits and that the waiver of these provisions is not inconsistent with the purposes of the provisions and such waiver is in the public interest. Accordingly, we hereby final good cause to waive these provisions of the Commission's rules necessary to effectuate the terms of the Social Contract. B. Preemption of State and Local Notice Requirements 20. Time Warner asked the Commission to preempt, on a one-time basis, those local franchise rules that require advance notice of rates and service charges to subscribers in convection with its initial implementation of the Social Contract. Time Warner asserts that it will otherwise be unable to comply with the January 1, 1996 rate restructuring date contained in the Social Contract and to fulfill 60 or 90 day Local notice requirements. 21. We believe that preemption is appropriate in this case as the state and local notice requirements my hinder Time Warner's ability to implement rate adjustments uniformly pursuant to the terms of the Social Contract by January 1, 1996. Preemption generally is held to be appropriate in cases such as this one where the local law conflicts with agency regulation or frustrates the purposes of the regulation. Indeed, many of the goals regarding upgrade incentive plans outlined in the Cost order, and met in this Social Contract, could not be achieved if implementation of rate restructuring does not occur by January 1, 1996. For example, many of the programming cost increases occur on January 1 of each year. As such, Time Warner would seek to adjust its rates to account for these increased costs as provided for under our rules. In order to achieve the Social Contract's goal of having a one time rate adjustment, and thus provide rate stability to subscribers, it is essential that Time Warner implement the upgrade surcharge provided for under the Social Contract by January 1, 1996. 22. We further believe that prompt implementation of the Social Contract best serves the public interest. Thus, to allow Time Warner to implement the rate restructuring and MPT provisions of the Social Contract, any local franchise agreement or any state or local law or regulation is preempted on a one-time basis to the extent that it requires Time Warner to give greater than 30 days advance notice of rate and service changes to subscribers. Such preemption shall be limited to the period prior to February 1, 1996. If Time Warner is unable to commence implementation of such refunds and rate adjustments by January 1, 1996, but commences such implementation between the period January 1, 1996 and February 1, 1996, it shall provide at least 30 days' notice to local franchising authorities and subscribers. 23. The Social Contract further provides that if any subscriber cancels its subscription to the relevant CPST within 30 days after the date of the first bill reflecting the CPST adjustment authorized by the Social Contract, Time Warner will issue a refund to that subscriber for the incremental amount attributable to such increase. Accordingly, the preemption of state and local notice requirements and the waiver of Commission notice comments will not injure subscribers. C. Provisions of the Social Contract 24. The Commission received numerous comments on several terms of the proposed Social Contract. This section addresses the concerns of the commenters and sets forth modifications to the proposed Social Contract. a. System Upgrades and CPS Price Cap Increases (i) Terms of the Social Contract 25. The Social Contract provides for an investment of $4 billion over a five year period to upgrade all of Time Warner's systems. As part of this investment, each Time Warner system will have a minimum bandwidth capacity of 550 MHz and at least 50% of Time Warner's subscribers will have access to a minimum bandwidth capacity of 750 MHz. In the 750 MHz systems, at least 200 MHz is expected to be used for digital distribution. All Time Warner systems will be deployed to include fiber to the node architecture, which will improve signal quality and reliability for all subscribers. Time Warner's ability to correct outages in a more timely manner wilt also be improved through the use of telemetry to locate problems within the system. 26. To fund this investment, Time Warner will be permitted to increase the monthly rate for the most highly penetrated CPST in each of its systems by $1.00 during each year of the Social Contract. Further, this increase will serve as the only increase on the CPST with the exception of revenue-neutral adjustments provided elsewhere in the Social Contract and adjustments for inflation and external costs permitted under the Commission rules. For the term of this contract, Time Warner waives its right to increase its CPST rates pursuant to the Commission's Going Forward rules. Moreover,, Time Warner will add 60% of all new analog services to the CPST offered without any further increase in rates beyond the $1.00 per year permitted by the Social Contract. This will equal an average of 15 new channels to the CPSTs on Time Warner systems. Additionally, 60% of the capital cost of the upgrade will be used for regulated purposes. Time Warner waives its right to file a cost of service showing to justify any rate increases during the term of the Social Contract. 27. The Social Contract mandates that Time Warner's investment in the upgrade of its systems will be conducted without discrimination based on the socio-economic status of Time Warner's subscribers. If Time Warner fails to upgrade all of its systems as prescribed in the Social Contract, Time Warner will provide refunds (in the form of bill credits) to all subscribers not receiving the upgraded service. The refunds will equal the amount of the total surcharge levied on each subscriber plus interest and a 15% liquidated damages peialty on the refund amount. (ii) Comments 28. Most commenters express support for the system upgrades, maintaining that subscribers will benefit from more advanced technology, access to the information superhighway, and improved picture quality. For example, Kern County, California states that Time Warner will bring information superhighway services to a "vast number of its residents", a substantial number of whom "are underserved and live in rural areas." Many commenters support Time Warner's plan to phase in rate adjustments over a five year period because it spreads the costs over a period of time and provides for rate certainty. 29. Many commenters did not oppose the concept of the system upgrade but . nevertheless raised various objections to provisions in the Social Contract. Some commenters claim that the upgrade would be required in any event either because of the efforts of local franchising authorities or competitive requirements. Other commenters claim either that too much or too little of the upgrade is to be dedicated to digital services and that those jurisdictions which had already required upgrades will be disadvantaged vis-a-vis those jurisdictions that previously did not require upgrades. Some commenters oppose any CPST rate increase that exceeds the Limits of the Commission's Going Forward rules. First; these commenters claim that the rate increase: 1) should be limited to the amount of the Going Forward increase which Time Warner could have received during the same period, 2) should not cover the cost of new services which customers have not requested, 3) should not be required for an upgrade which is a settlement concession, or 4) should not include external costs). Second, these commenters claim that the Commission's cost-of-service rulings require that the rate increase not be implemented before the upgrade is in service. Finally, some of these commenters state that the rate increase will require users of regulated cable services to subsidize other Time Warner services. Ameritech New Media Enterprises, Inc., BeLL Atlantic Telephone Companies and Cincinnati Belt Telephone Company contend that Time Warner will use the revenues from the rate increases to enter the local telephone market. In particular, these companies propose that Time Warner: 1) account for the costs of the upgrade so that those costs can be properly allocated; 2) file an application for a certificate of public convenience and necessity under Section 214 of the Communications Act; and 3) be required to adhere to the rules applicable to telephone companies on cost accounting, cost allocation, depreciation, transactions with affiliates, and joint marketing of services. The City of Gardena raises a question as to whether system upgrades required by franchising authorities could be passed through to subscribers along with the upgrades required by the Social Contract. Finally, some commenters raise questions as to the implementation of the rate increase, and some have misconceptions about the meaning of language in the Social Contract. For example, one community inquired as to how the rate increase will relate to the increase in the CPST to offset the BST rate reduction. 30. In its reply comments, Time Warner contends that the Social Contract requires all communities it serves to have upgrade benefits. Time Warner further maintains that, even where Time Warner already is committed to making upgrades, the Social Contract provides a firm completion deadline and a federally-enforceable upgrade commitment with meaningful penalties. Time Warner denies that its rate increase includes the cost of any equipment needed to provide telephone service, such as telephone switches, and further contends that the Commission has carefully reviewed Time Warner's costs to preclude cross-subsidies. Time Warner states that it believes that it has accomplished the goal of undertaking only those upgrades that are economically justified and best meet customer needs in the most efficient manner possible. According to Time Warner, the purpose of the upgrade is to improve reliability and picture quality, and to allow increased system addressability and interactive capability. Time Warner also argues that phasing in the cost of the upgrade, as provided under the Social Contract, provides predictable, though modest, rate increases, avoiding rate shock. Time Warner states that subscribers will benefit because spreading the cost over five years is preferable to paying one Large sum once the upgrade is completed. To the extent that commenters argue that the rate increases will exceed the amount allowed by the Going Forward rules, Time Warner argues that those rules provide an incentive to add programming services, not an incentive to add capital for the upgrade of charnel capacity. Time Warner also notes that it has agreed to waive any right it may have to take any future increases under the Going Forward rules as of the effective date of the Social Contract. Finally, Time Warner maintains that it has no intention of passing through the cost of any Local franchising upgrade requirement that does not exceed the requirements in the Social Contract. Oil) Discussion 31. The majority of the commenters have expressed support for the provision of the Social Contract that requires Time Warner to invest $4 billion to rebuild and upgrade Time Warner's cable systems. The commenters support the deployment of advanced technology and improved picture quality. They also support Time Warner's plan to phase in the payments over a five year period to avoid rate shock. 32. We find that the upgrade provision of the Social Contract represents a valuable benefit to subscribers in terms of advanced technology, improved reliability and picture quality, and increased programming choices. Further, we conclude that phasing in the cost of the upgrade, in contrast to a one-time increase when the upgrade is completed, is preferable because it provides predictable rate increases, avoiding rate shock. 33. White Time Warner may have chosen voluntarily to upgrade or have been required by local franchising authorities to upgrade some sections of its system, the Social Contract binds Time Warner Cable to continue to make significant upgrades throughout its systems. Those local franchising authorities that have negotiated upgrade benefits will not be disadvantaged. The Social Contract makes clear that local franchising authorities can enforce Local franchise agreements or negotiate future agreements which provide for upgrade benefits exceeding the upgrade benefits of the Social Contract. Section 111. J. 2. a. states that "[Nothing herein shall affect the enforceability of any otherwise valid preexisting local franchise agreement, ordinance, local law or regulation which provides benefits which exceed those provided in this Contract relating to system upgrades or the wiring of schools, nor shall local franchising authorities be restricted in their authority to negotiate for such additional benefits after the Effective Date of this Contract." Further_, Time Warner has agreed to modify the Social Contract to make clear that, except in those situations where a local franchising authority places upgrade requirements on Time Warner that exceed the requirements of the Social Contract, Time Warner will not seek to pass through any capital costs (other than the surcharge provided under the Social Contract) to the subscribers. 34. The upgrade provision embodies a balance between a guarantee of an average of 15 new analog channels to benefit CPST subscribers and the initiation of digital distribution technology, which will expand the capacity of Time Warner to add programming and improve picture quality. As noted in the Social Contract, Time Warner agrees that at least 60% of all capital expended in connection with the upgrade commitment described in the Social Contract will be applied for the benefit of BST and CPST subscribers. The Commission does not believe that it is in the public interest for it to determine how much digital and analog capacity Time Warner should use for particular programs and markets, since such a requirement might Limit the economic feasibility of the upgrade. However, we point out that Time Warner may use digital capacity for the benefit of regulated services. 35. We are mindful of the concerns expressed by some commenters that the rate increases may be used to pay for Time Warner's plans to provide competitive services. We have examined Time Warner's cost data and believe that the costs of the upgrade are reasonable and necessary and that Time Warner has fairly allocated the costs of the upgrade between its current regulated and non-regulated operations. Further, Time Warner has agreed to a modification to the Social Contract which provides that the amount of the capital costs of the upgrade that will be recovered in the rate increases on regulated services will be applied for the benefit of regulated BST and CPST subscribers during the period of the Social Contract. The Commission also has the authority under the Social Contract to audit Time Warner's books and records and to interview Time Warner corporate employees to ensure compliance with this amendment. Indeed, if it is determined that Time Warner has not complied with the obligations under the Social Contract, we may exercise any of the rights and remedies which are attendant to violations of a Commission order. Under these circumstances, we find it unnecessary to adopt the suggestion of several telephone companies that Time Warner be required to comply with the rules applicable to telephone companies. 36. The contention that the upgrade increases will exceed the amount permitted under the Going Forward Order is misplaced. The Going Forward Order was intended to be an incentive for operators to add a small number of cable channels to existing systems. The increases under the Social Contract, on the other hand, are intended to enable Time Warner to undertake a major system upgrade, which will modernize facilities to provide improved quality and efficiency and to add new tiers of services and new types of services. Consequently, the rate increases are not primarily being paid for new services, but for improved quality of services as a result of modernization. The Social Contract does not change the requirements of the Commission's rules governing the pass-through of external costs and inflation. Finally, the Social Contract provides that the upgrade rate increase is to be assessed annually on all CPST subscribers, in addition to any amount necessary to offset the 10% BST rate reduction. b. Equipment and Installation Averaging M Terms of the Social Contract 37. Under the Social Contract, Time Warner will be permitted to establish a blended average regional rate for the equipment basket categories of hourly service charge, installations, remote control devices, addressable converters, non-addressable converters, other Leased equipment, and customer tier changes. The geographic regions used for averaging are shown on Appendix B of the Social Contract and essentially correspond with the Areas of Dominant Influence ("ADIs") served by Time Warner. Regional averaging will be accomplished by the filing of a Form 1205 Equipment Form or its equivalent with the Commission on an annual basis beginning no sooner than December 1, 1995. Time Warner may begin charging revised equipment rates upon 30 days' notice to the Commission subject to a refund pursuant to Commission rules. The local franchising authorities will be responsible for reviewing the rates charged to ensure consistency with the rates approved by the Commission. If Time Warner charges rates in excess of those permitted by the Commission, the local franchising authority may order a refund. (ii) Comments 38. Commenters who support the equipment and installation averaging contend that it wilt streamline the process for review of these rates. On the other hand, some local franchising authorities claim that both Commission regulation of equipment rates and averaging of equipment rates violate the 1992 Cable Act. Other local franchising authorities raise specific questions about blending, including whether blended rates will track costs, whether there will be different rates for different types of equipment, whether addressable converters will be subsidizing non-addressable converters, whether the geographic regions are appropriate for blending, the effect blending will have on the level of rates, and how the Commission and the local franchising authorities will work together under the blending proposal. 39. In its reply comments, Time Warner notes that, in the Continental Contract Order, we granted a waiver to permit Continental to aggregate equipment and installation costs on a state or regional basis. Time Warner notes that we granted this waiver because it was our belief that equipment averaging will serve the objectives of the Upgrade Incentive Plan and will minimize drastic increases in rates for subscribers as upgrades take place. Time Warner contends that because the Social Contract has a similar equipment averaging provision, the rationale in the Continental Contract Order applies here. Time Warner states that it would be willing to establish separate charges for addressable and non-addressable converters, due to specific concerns raised regarding converters. Time Warner further explains that, in those situations where any Local franchising authority is still reviewing a Form 1205, the process will continue under local franchising authority jurisdiction. According to Time Warner, after the effective date of the Social Contract, the Commission will review future equipment rates, but the local franchising authority may order roll-backs and refunds of any rate in excess of that approved by the Commission, subject to the normal Commission appeal process. (iii) Discussion 40. We believe that a waiver of our rules to allow Time Warner to average broad categories of equipment and various installation costs for all of its systems on a regional basis is in the public interest. As in the case of the Continental Contract, we conclude that equipment averaging will minimize drastic increases in rates for subscribers as upgrades take place and will reduce the administrative burdens on Time Warner to prepare rates on a franchise by franchise basis. White the rates for particular franchise areas may change, the overall impact will be revenue neutral. We conclude that the geographical regions established in the Social Contract are appropriate because they reflect Time Warners regional cost centers and therefore would simplify cost tracking. We do note, however, a concern raised by commenters that addressable converters will be subsidizing non-addressable converters. To address this concern, Time Warner has agreed to a modification to the Social Contract which provides that the prices of addressable and non-addressable converters will be separately established. 41. We conclude that this provision of the Social Contract does not violate any provision of the 1992 Cable Act. As we recognized in the Continental Contract Order, the 1992 Cable Act does not mandate the level at which equipment and installation rates are established, i.e. the franchise, system, regional or company level. Rather, Congress specified that the rates must be based on actual cost. This provision in the Social Contract is consistent with the 1992 Cable Act's directive that the Commission establish standards by which local franchising authorities establish rates for installation and equipment used to receive basic service. We will review new regional rates submitted by Time Warner for compliance with the requirement that they be true regional averages of the local equipment and installation costs. Notice of our decisions will be provided to local franchising authorities. Through refunds or rate roll-backs, the local franchising authorities will continue to enforce the requirement that Time Warner charge equipment and installation rates which comply with our standards. c. Resolution of Pending Cases (i) Terms of the Social Contract 42. Under the Social Contract, Time Warner wilt settle its existing benchmark CPST cases. Time Warner is required to provide refunds of approximately S4.7 million to customers in the franchise areas shown in Appendix A of the Social Contract. Refunds will continue to accrue interest until the date that the refunds are actually paid. Time Warner is also precluded from snaking any rate adjustment allowed under the social Contract prior to the time such refunds are made to affected subscribers. The refunds were determined based upon the Commission's review of Time Warner's rate justifications for the CPST where a complaint had been filed. Pending cases justifying rates for the BST will continue to be resolved with the local franchising authorities. 00 Comments 43. Numerous commenters expressed support for the resolution of the pending Time Warner rate cases in the Social Contract as a way to avoid litigation expenses and to conserve resources. However, a number of local franchising authorities raised concerns regarding the settlement of the rate cases in this Social Contract. Among the concerns, some local franchising authorities contended that complainants have the statutory right to have their complaints adjudicated individually on the record, that the Commission violated its own ex parte rules, and that the Commission's proposed procedures for social contracts were not followed. Others argued that the local franchising authorities should receive refunds and punitive damages, and that the refunds should be paid earlier than provided for under the Social Contract. Further, the City of St. Petersburg expressed concern that there was no finding of wrongdoing and that the refund amounts can be recovered by Timis Warner's price cap and other increases allowed under the Social Contract. Some local franchising authorities contend that the finding that the Time Warner rates are reasonable will result in rate increases in the BST rates. 44. In its reply comments, Time garner states that the Commission has stated a general policy "to make every effort possible to resolve appropriate disputes through mediation, arbitration, settlement negotiation, negotiated Rule Making and other means of dispute resolution." Citing the Rate Order, Time Warner further contends that the Commission has advocated the use of alternative dispute resolution techniques to decide cable rate cases. Time Warner further contends that each complaint has in fact been reviewed on an individual basis, and that the resolution of the complaints in this Social Contract will result in immediate bill credits to subscribers in contrast to the delay that will result if each case is individually litigated. In reply to the City of St. Petersburg, Time Warner states that findings of no wrongdoing are necessary to give operators the incentive to enter into social contracts, and that here there is no evidence of wrongdoing. Time Warner further states that the ability of Time Warner to recover its future costs under the price cap provision is irrelevant to refunds for past overcharges. Finally, in response to comments that the Commission's ex parte rules and other social contract procedures were not followed, Time Warner first notes that the commenters fail to specify which particular provisions of the Commission's ex parte rules have been violated. In any event, Time Warner states that it has followed the same procedure as the Commission approved with respect to the Continental Contract, i.e., it has made an initial proposal to the Commission, including an outline of its objectives. Time Warner notes that in the Continental Contract Order, the Commission waived its requirement that a company's initial proposal for an upgrade incentive plan include statements from affected local franchising authorities because there are "significant number of franchises with diverse interests and concerns". Time Warner argues that given the number of commenters and affected franchising authorities in this case, waiver of this requirement is even more applicable here. Time Warner further notes that the social contract negotiation procedures followed here were announced in the Commission's Cable Ex Parte Order and that consistent with that Order, (and similar to the case with the Continental Contract), all interested parties have had an opportunity to comment on the Social Contract. (iii) Discussion 45. We conclude that proper procedures were followed with respect to the Social Contract. As an initial matter, we address the comments regarding the resolution of the rate complaints as part of the Social Contract. We note that the 1992 Cable Act provides the Commission with broad discretion to resolve cable rate complaints. The 1992 Cable Act directs the Commission to create "fair and expeditious procedures for the receipt, consideration, and resolution of complaints." Under the 1992 Cable Act, the Commission also is charged with establishing "the procedures to be used to reduce rates for cable programming services that are determined by the Commission to be unreasonable and to refund such portion of the rates or charges that were paid by subscribers after the filing of such complaint and that are determined to be unreasonable. pursuant to these statutory provisions, the Commission adopted rules providing for the use of social contracts as one method of setting cable rates. We believe that the broad language of Congress' mandate allows the Commission to choose the procedures used to resolve complaints. We further believe that Congress' desire to simplify cable rate regulation supports the adoption of the most expeditious mans of resolving complaints that will afford adequate protection for the subscribers. Contrary to the claims of some commenters, there is no statutory requirement that each rate complaint be individually adjudicated. Rather, the Commission is required to establish procedures to resolve rate complaints and to provide refunds of excessive charges. A social contract is one such procedure. 4b. We find that the rates provided for in the Social Contract are reasonable. Although past rates are not found to be unreasonable, the Social Contract provides for refunds of amounts paid in excess of rates we find in this Order to be reasonable. Those rates were arrived at after snaking certain adjustments claimed by Time Warner and after factoring in the public interest benefit to consumers of prompt, certain relief. Moreover, although we do not rule on the merits of each of Time Warner's claims, we believe that it is fully consistent with the 1992 Cable Act to consider the benefits of avoiding the delays and uncertainty of Litigation in setting rates within the range of reasonableness. Further, we believe that it is fully consistent with the 1992 Cable Act, bs well as the social contract rules, to consider upgrades and other improvements in service as part of a determination of what constitutes a reasonable rate. Finally, we do not believe that deviation from our usual practice of requiring refunds to subscribers and instead requiring refunds and punitive damages to local franchising authorities is warranted. Our rules provide for refunds to subscribers and do not provide for punitive damages in any case. Further, we do not believe that six months is an unreasonable period for Time Warner to make refunds, in view of the implementation and billing problems involved in a nationwide settlement. Thus, we conclude that the Commission has the authority to resolve rate complaints in the manner embodied in the Social Contract. 47. In the Cable Ex Parte Order, we noted that "[v)arious cable television system operators have made presentations to the Commission on issues relating to the Commission's cable television rate regulations. These communications have generally been in the nature and context of broad policy discussions regarding the rules as well as the future application of the rules to the operators, but frequently also have focused on the specific economic situation and future prospects of a particular company." We held that relaxed ex parte rules are applicable to such discussions "that are general in nature although they potentially implicate specific pending rate proceedings." These are the very type of discussions that occurred here. A party wishing to take advantage of the modified ex parte procedures must: 1) submit to the Cable Services Bureau a written request to meet and, if applicable, a request for relaxed ex parte treatment; 2) receive Bureau approval to meet and, approval of the relaxed treatment; and 3) in the event of the development of a specific companywide proposal or proposed resolution, serve all parties to each affected pending rate complaint and/or appeal proceeding with the final version of the proposal or proposed resolution. The Cable Ex Parte Order states that "the Commission will take no action based on any such proposal or proposed resolution without it having first been served on all parties to each affected pending rate compliant and appeal proceeding and without providing not less than thirty days for comment." 48. We conclude that these requirements were complied with here. On May 4, 1995 Time Warner made the necessary written request for application of relaxed ex parte rules in order to engage in general discussions. This request was subsequently granted by the Cable Services Bureau. All complainants and affected local franchising authorities were served with a copy of the proposed Social Contract and given 40 days to comment. These comments have been reviewed and considered by the Commission and, in many instances, have resulted in changes to the Social Contract. The Commission's ex parte procedures set forth in the Cable Ex Parte Order have been fully complied with as to the Social Contract. 49. We further address those comments that the Social Contract procedures set forth in the Cost Order were not followed. In the Cost Order, the Commission stated that it would consider upgrade proposals and directed any interested cable operator to "submit a proposal . . accompanied by a written statement by any certified franchising authority with jurisdiction over cable systems affected by the plan of its views concerning the proposed agreement." In the Continental Contract Order, we noted that "given that the initial proposal and subsequent negotiations affected a significant number of franchises with diverse interests and concerns, it is more efficient and has proven more practical for the Commission to negotiate the proposed Social Contract with Continental." In the Continental proceeding, we waived, on our own motion and for good cause shown, the requirement that at the time a proposal is made a statement be filed by the local franchising authority. However, consistent with the requirement in the Cable Ex Parte Order, this waiver was conditioned on local franchising authorities and complainants being given the opportunity to express their views after the Public Notice was issued. We note here that there are significantly more local franchising authorities affected by the Social Contract than were affected by the Continental Contract and that these local franchising authorities likewise have diverse interests and concerns. We conclude that the rationale stated in the Continental Contract Order for waiving the requirement that statements from affected local franchising authorities be included in the proposal is applicable in this case. As noted above, the comment period and extensions have provided significant opportunity for local franchising authorities to express their views as to the Social Contract. We believe it is appropriate to waive, on our own motion and for good cause shown, the requirement in the Cost Order that a company's initial proposal for an upgrade incentive plan include statements from affected local franchising authorities. 50. The City of St. Peterburg's concern that there is no finding of wrongdoing is misplaced. One of the goals of the Social Contract is to resolve disputed issues without requiring the Commission to spend significant time and resources to make a finding of any wrongdoing as to these issues. We also note that the statement in the Social Contract finding that the CPST rates, other than those resolved in Appendix A to the Social Contract, are reasonable has no bearing on determinations by Local franchising authorities as to the reasonableness of BST rates. Local franchising authorities may continue to make their own determination as to the reasonableness of BST rates without being bound by rates derived as a result of negotiations of the Social Contract. 51. Finally, under Sections 76.942(f) and 76.961(e) of the Commission'-s rules, Local franchising authorities are required to return to cable operators an amount equal to that portion of the franchise fee that was paid based on the total amount of refunds, when refunds are ordered by the local franchising authority or the Commission. We wish to clarify that Local franchising authorities for Time Warner's systems are not required to return any portion of franchise fees collected from Time Warner pursuant to the terms of the Social Contract. The Commission has not made a determination that Time Warner has imposed unreasonable rates on subscribers in the Social Contract. d. Lifeline Basic Tier Rates (i) Terms of the Social Contract 52. The Social Contract provides that Time Warner will create a "lifeline basic tieru priced to enhance the affordability of basic service. Time Warner will accomplish this in two ways. First, on systems serving at least 85% of its total subscribers, Time Warner will reduce the price of its BST by 10%, with a corresponding revenue neutral increase in CPST rates. In systems where Time Warner proposes to apply the 10% BST reduction, local franchising authorities may elect not to have this Lifeline reduction by notifying Time Warner and the Commission in writing within 45 days of the effective date of the Social Contract._ Second, on the remaining systems, Time Warner will restructure the BST to create a lifeline type service consisting only of stations required by Law to be carried on the BST. ALL other existing BST channels will be moved from the BST to a CPST with a corresponding revenue neutral decrease in the price of the BST and an increase in the CPST price. 53. Time Warner will not add any additional satellite channels to the BST for the term of this contract, except as required by law or regulation. Furthermore, in the event that the Commmission's must-carry rules are rendered invalid, Time Warner may discontinue carriage of Local broadcast stations but all Local broadcast stations that it continues to carry must be carried on the BST. To the extent that Time Warner discontinues the carriage of any broadcast station, Time Warner may substitute any programming service in place of the discontinued station to maintain the size of the BST. This substitution is Limited to an average of three services per system over all Time Warner systems and five services for any individual Time Warner system. The Social Contract provides that these substitutions only will affect BST rates and only to the extent there are changes in external programming charges to Time Warner. (ii) Comments 54. Most commenters support the creation of a lifeline BST because low cable rates are essential to various groups including the elderly and Low-income persons. Of those commenters who expressed opposition, the concerns are: 1) a large number of CPST users will be supporting a Low rate for a few BST-only subscribers; 2) BST is not important where the reception of broadcast television is clear; 3) local franchising authorities might prefer other benefits to the creation of a Lifeline BST; and 4) the restructuring of the BSTs will enable Time Warner to remove important channels from BST and increase prices for services that previously were regulated. Commenters also raise various questions with respect to the creation of a lifeline basic tier. They question whether the Social Contract permits Time Warner to exclude 15% of its systems from the reduction in BST (in light of the Social Contract provision that at least 85% of Time Warner's systems will be changed to a lifeline basic). They ask whether the restrictions contained in the Social Contract precluding increases in BST rates and the number of BST channels should be changed (either because of the desire of a local franchising authority to make more extensive BST services available or the desirability of promoting low power television). They also raise concerns as to: 1) whether the reduction in BST channels will reduce franchise fees; 2) what effect a Local franchising authority's decision to opt out of the lifeline BST provision will have; 3) whether the Commission will review the CPST rate increase that is made to offset the BST price decrease; 4) why the discount is 10% instead of 15% as it was in the Continental Contract Order; and 5) whether the Social Contract should contain a date for completion of the restructuring of the BST. 55. In its reply comments, Time Warner contends that a Low- priced BST was one of the goals of the 1992 Cable Act and, in connection with the Continental Contract, the Commission approved that goal and its implementation with minimal cross-subsidization (between CPST and BST) in the creation of a Lifeline basic tier. In addition, Time Warner contends that any local franchising authority that does not agree with the creation of a lifeline BST may opt-out of this provision of the Social Contract. Time Warner also contends that its right to determine the channels that it will include on the BST, other than must-carry stations, PEG access stations, and television broadcast stations except for superstations has been upheld by the Commission and the Court of Appeals for the District of Columbia Circuit. Time Warner states that a local franchising authority's decision to opt-out will alleviate the need to offset a BST rate reduction with a CPST rate increase, but otherwise will not affect the terms of the Social Contract. Finally, Time Warner explains that services retiered from the BST will not be unregulated, except for those services that are placed on an MPT in systems which are eligible for a new MPT under the social Contract, and that all communities which do not opt out will receive the 10% rate reduction during the term of the Social Contract. (iii) Discussion 56. In the Continental Contract Order, we approved the creation of a Lifeline BST noting that there were strong social benefits to the creation of a lifeline BST that furthered the goals of the 1992 Cable Act. In particular, we noted that the creation of a lifeline BST increases the option of consumers and increases competition for services on the upper .tiers. We also noted our belief that any increase in rates for subscribers that receive both the BST and the CPST will be de minimis. We find that the same circumstances exist here and thus approve the similar provision in the Time Warner Social Contract. In view of the valuable public benefits brought by the creation of a lifeline BST, as well as the other benefits of the Social Contract discussed elsewhere in this Order, the preference for other benefits cited by the Ithaca City Cable Commission in the Social Contract does not warrant a rejection of the Social Contract. One of the main arguments advanced by commenters opposing the Lifeline BST was that it was not necessary because there were so few BST-only subscribers. However, because there are few BST-only subscribers the overall impact on the majority of subscribers who receive both BSTand CPST will be minimal. In addition, we note that the Social Contract contains a provision that allows local franchising authorities to elect not to have Time Warner implement the BST rate reduction and corresponding CPST adjustment in its franchise area. This provision provides subscribers additional protection if lifeline BST is inadvisable in a particular area. 57. Because some Time Warner systems contain only one tier, not all of the Time Warner systems can immediately provide for a lifeline BST. However, Time Warner has represented that those systems that initially are not given the benefit of a 10% reduction will subsequently be restructured and will have the right to a per channel rate reduction after the restructuring is accomplished. Because the restructuring is Likely to include the upgrading of Time Warner's facilities, we find that a requirement to complete the restructuring by a specific date prior to the termination of the Social Contract would be inconsistent with the Social Contract, which permits Time Warner to upgrade its facilities over the five-year term of the Social Contract. We thus reject the suggestion that the Social Contract contain a date for completion of the restructuring of the BST. We also note that while the restructuring will require Time Warner to shift programming between the BST and the CPST, Time Warner already has that right and can exercise it independent of the Social Contract. Likewise, Time Warner has the discretion, independent of the Social Contract, not to increase the number of BST channels. We believe that allowing Time Warner to add more charnels to the BST, and subsequently increase rates, is contrary to the purpose of creating a lifeline service. Thus, we reject the suggestion by some commenters that these provisions in the Social Contract require modification. However, in order to alleviate some of the concerns raised by the commenters, Time Warner has agreed to modify the Social Contract to ensure that any restructuring (other than for the creation of MPTs) will not result in the shifting of channels from the BST to unregulated tiers. Further, white we note the argument of the New Jersey Board of Public Utilities that a reduction in the BST will reduce franchise fees under New Jersey law, we point out that Time Warner has agreed to waive its right to a credit for the franchise fee paid to a local franchising authority on CPST refund amounts. If a local franchising authority wishes to preserve its rights under New Jersey taw to a franchise fee for a more expensive BST, it has the right to opt out of the Lifeline BST provision. 56. Finally, we address the effect on the Social Contract of an local franchising authority's decision not to elect the lifeline BST provision. The only effect a local franchising authority's decision to opt out of the lifeline provision is that there will be no reduction in the BST and no offsetting CPST rate increase. For purposes of clarification, Time Warner has agreed to modify the Social Contract to specifically state that the opt-out provision contained in the Social Contract is limited to Local franchising authorities opting out of the creation of a BST lifeline tier. e. Migrated Product Tier M Terms of the Social Contract 59. The Social Contract provides that in the Time Warner systems where Time Warner or its predecessors did not create a la carte packages, Time Warner will be permitted to migrate up to four existing services from its cable programming services tier to an MPT. The channels migrated from the BST or CPST will continue to be priced at the rate regulated price, subject to increases allowed for inflation and external costs under the Commission's rules. There will be no limitation on the number of new channels that Time Warner may add to an MPT at a price of up to S.20 cents per channel plus license fees. After April 1, 1997, Time Warner may convert the MPT into an NPT as defined by the Commission's Going Forward rules. The Social Contract provides that Time Warner may not require the subscription to any tier other than the BST as a condition for subscribing to an MPT, and may not require subscription to an MPT as a condition for subscribing to a CPST. Time Warner also may not offer an NPT with a buy-through requirement of any tier other than the BST. 60. For the Newhouse Systems that had a la carte packages, Time Warner will be permitted to create two MPTs. One MPT will consist of typically three superstitions and one satellite channel and will initially be priced at its current rate, the average price of which is less than 29 cents per channel (exclusive of copyright fees). Time Warner also will be allowed to create an MPT consisting of channels currently located in a la carte packages, so that the total number of migrated services is no greater than six. These channels will be priced at the current per channel rate. (Newhouse's non-superstation a la carte packages were affirmatively marketed and had traditionally low penetration rates, ranging from 26% to 59% of BST subscribers). Time Warner will be able to add an unlimited number of new channel offerings at the rate of up to S.20 cents per channel plus license fees to these MPTs as well. The remaining channels that had been offered in a la carte packages on Newhouse Systems will be returned to CPSTs. The rates for CPSTs will increase due to the addition of these channels; however, the increases will be limited to up to S0.25 per channel. 61. In systems where Time Warner has. created a la carte packages that are being treated as NPTs in areas contiguous with franchises where MPTs will be created pursuant to the Social Contract, Time Warner will be permitted to lower the prices of the NPTs and raise the prices of the adjacent MPTs in a revenue neutral manner to provide uniform rates for uniform offerings in those systems. In those circumstances, the NPTs will be subject to the price caps applicable to the MPTs under the Social Contract (i.e. prior to April 1, 1997, the price may be adjusted solely to reflect unrecovered inflation and external cost increases). (i i) Comments 62. The majority of comments on these provisions raised questions and requests for clarifications. The questions raised included: how many channels Time Warner is allowed to move to MPTs; how many MPTs can be created; and what the effect will be on rates in the regulated tiers. In addition, as to subscribers to the Newhouse Systems, a question was raised as to whether the provision in the Social Contract allowing for price uniformity in contiguous Time Warner and Newhouse Systems will lead to excessive rate increases. Other commenters contended that channels should not be removed from the regulated tiers, but just duplicated. Commenters urged that a la carte channels created between April 1993 and September 1994 by Newhouse which had previously been marketed as a separate tier and are not required to be returned to a CPST should be subject to anti-buy-through and price restriction rules. Some commenters proposed that there should be specific requirements as to the number of packages of channels on non-BSTs and that there be a uniform rate schedule and channel line-up throughout the Charlotte-Meckenburg community. Finally, there were comments which misperceived the meaning of the Social Contract. In its reply comments, Time Warner notes that a total of only four channels may be migrated from both the BST and CPST, that the rate for any regulated tier from which the charnels are taken to create an MPT will be proportionally reduced so that the creation of any MPT will be done in a revenue-neutral manner to Time Warner, and that the Commission recognized in the Cost Order that the rate-regulated services will provide competition for new services offered under social contracts. (M) Discussion 63. In the Continental Contract Order, which contained provisions similar to those in the Social Contract, we waived the channel migration provisions of the Cost Order and the Going Forward Order to the extent that they prohibited the migration of up to four existing services from its cable programming services to an MPT. We found that a waiver was in the public interest in the context of the Continental Contract because the creation of MPTs and NPTs expands the programming choices for subscribers. We believe that the public interest also will be served and that a similar waiver of the channel migration provisions of these orders is appropriate in the context of the Social Contract. Except in the case of the Newhouse Systems, only four channels can be migrated to a MPT, whether the charnels are migrated from the BST, the CPST, or a combination of both. Further, the Social Contract provides that only one MPT per franchise area can be created, except in a limited rxmber of Newhouse Systems where there will be superstation tiers and a second package containing such number of channels as brings the total number of channels on MPTs in the franchise area to six, offered as separate MPTs. Similar to the Continental Contract, pricing for the MPT my be increased only if Time Warner adds additional channels to the tier. like the Continental Contract, the Social Contract also provides that if Time Warner elects to convert the MPT to an NPT, the elimination of all buy-through requirements will ensure that the product offerings and rates on the NPT are competitive with the regulated BSTs and CPSTs. Thus, the MPT option will increase customer choice white maintaining reasonable rates, and warrants our authorization. We do not believe that we should prescribe what channels should be in the MPTs, since this might require Time Warner to engage in services that are not economically feasible. In response to the New York State Commission on Cable Television, we clarify that any a la carte packages created on Newhouse Systems between April 1, 1993 and September 30, 1994, from which no channels are required to be returned to a CPST, are MPTs for the purpose of the anti-buy-through and price constraining provisions. Finally, under the Social Contract, any adjustments between contiguous Time Warner systems and Newhouse Systems must be accomplished on a revenue neutral basis. 64. We conclude that the provisions in the Social Contract that allow for the creation of MPTs will bring benefits to subscribers. However, for purposes of clarification, and to alleviate the concern raised that the creation of MPTs wilt increase the prices of the regulated tiers, Time Warner has agreed to a provision in the Social Contract that states that the rates for any BST or CPST from which channels are moved to create MPTs shall be reduced so that the creation of any such MPT wilt be revenue neutral to Time Warner. f. Service To Schools (i) Terms of the Social Contract 65. Under the Social Contract, Time Warner has agreed to provide a cable connection free of charge to all public schools in its franchise areas that are passed by Time Warner systems. Time Warner also will provide a cable connection at cost to all secondary private schools having students that receive funding under Title I of the Education and Secondary School Act of 1965 and that are passed by Time Warner systems. BST and CPST cable service will be provided to all connected public and private schools without cost. Time Warner will wire additional classrooms in existing schools at cost, and provide BST and CPST service to each such outlet free of charge. With respect to new public schools and existing public schools undergoing rehabilitation, if Time Warner is notified of new construction or rehabilitation, Time Warner will coordinate with local officials and contractors to wire each of the classrooms in the new or rehabilitated public schools free of charge. 66. Time Warner also will provide a free monthly educational program listing to each connected school and wilt provide materials explaining the educational applications of Time Warner's broadband cable systems. Each school district wilt receive one copy of the materials free of charge with the opportunity to purchase additional copies at cost. 67. Time Warner will provide each connected school with a free connection to the Time Warner/Time Inc. on-line service for personal computers, assuming this service is successfully developed. If requested, each school will receive one free modem to use this service with additional modems provided at cost. Time Warner also will sponsor a workshop in each franchise area to demonstrate the service and its educational uses to teachers. (i i) Comments 68. The majority of comments support this provision of the Social Contract because the schools need advanced tools to enable their students to compete in a technological world, and these technological toots can help equalize the gap between affluent and less affluent schools. The Orange County Public Schools state that they would greatly benefit from the Social Contract, commenting that of "special interest to our educators are the educational materials, educational programs and the future on-line computer service, all of which wilt enable our teachers and students to keep current with the latest information and technology." The Spring Independent School District, Houston, Texas, praises Time Warner's commitment to supporting the educational process as shown by its "efforts in providing free installation and cable services for educational use in their 'Cable for the Classroom' project'" and further comments that the additional services such as on-line computer services and technical training are "of tremendous value to our District considering our limited funds." 69. A number of commenters requested that the proposed services be expanded to colleges and universities, private schools, local governments, and schools which are not passed by Time Warner, but are close to Time Warner facilities. Some commenters contend that the benefits in the Social Contract are already provided under Time Warner's franchise obligations, and that the Social Contract fails to require equipment in schools which has been required by the local franchising authority, such as video distribution amplifiers. Some commenters claim that Time Warner will only incur minimal costs in providing the school benefits, but will gain through the advertising it will provide. Others comment that these benefits will force schools to spend money on such things as VCRs and maintenance. Finally, some commenters asked that the schools be permitted to do their own wiring. 70. In its reply comments, Time Warner acknowledges that many schools already are connected or are planning to be connected pursuant to franchise agreements, but that in many ceses these connections are a new benefit to the schools. Time Warner further states that the Social Contract provides additional benefits not typically contained in the school service clauses of franchising agreements, such as internal wiring at cost, connections to certain private schools, educational training for teachers, program guides, on-line service, and modems. (iii) Discussion 71. We believe that the school services to be provided by Time Warner are a significant provision of the Social Contract. While the Social Contract cannot, and it not intended to, provide benefits to every institution that desires them (e.g., universities and hospitals) we note that it does bring new and improved educational opportunities to public and private schools. We note that the cost to Time Warner of these services will be borne by Time Warner, and is not included within the S4 billion upgrade cost that forms the basis for the rate increases authorized under this Social Contract. These benefits will be provided across the economic spectrum, helping many schools that otherwise could not access the "information superhighway." We believe that the benefits to the schools are significant even if the schools incur certain secondary costs, such as televisions, VCRs, or maintenance. While we cannot be certain what these costs would be, we note that the schools have the option to accept or reject the benefits being offered by Time Warner and can decide whether or not they should expend any necessary funds. 72. Despite the significant benefits these provisions will provide to students, we are mindful of some of the concerns expressed by some commenters and, as a result, have negotiated same modifications to the Social Contract. In particular, as originally drafted, the Social Contract provided that Time Warner would offer service connections free of charge at one outlet in 100% of the public schools passed by its cable systems and at cost to any private secondary school which receives funding pursuant to Title I of the Elementary and Secondary Education Act and which are passed by its cable systems. In response to requests by commenters that connections be provided to schools which are close to Time Warner facilities, Time Warner agreed to offer free of charge service connections in 100% of public schools and at cost connections to any private secondary school which receives funding pursuant to Title I of the Elementary and Secondary Education Act which are located within 200 feet of the activated plant of its cable systems and are within its service area.. In making this modification, Time Warner relied upon the definition of "Standard" installation provided under Section 76.309(c)(2)(i) of the Commission's regulations which defines a "Standardlt installation as "those that are Located up to 125 feet from the existing distribution system." Time Warner extended the range to 200 feet of its activated plant. Time Warner further agreed to provide such connections at cost to any other public or private schools located beyond 200 feet from its activated plant and within its franchised service areas. In addition, we agree that schools, like the subscribers themselves, should have the option to do their own wiring. Time Warner has agreed to this request and has modified the Social Contract to state that any such public or private school may elect to install its own internal wiring at its own cost. 73. Some commenters raised concerns that the Social Contract fails to provide some of the benefits already provided under certain Time Warner franchise obligations. We wish to clarify that the Social Contract is not intended to affect any agreements that a franchising authority has otherwise obtained from Time Warner. To make this clear, Time Warner has agreed to modify the Social Contract to state that "[nlothing herein shall affect the enforceability of any otherwise valid preexisting local franchise agreement, ordinance, local Law or regulation which provides benefits which exceed those provided in this Contract relating to system upgrades or the wiring of schools, nor shalt local franchising authorities be restricted in their authority to negotiate for such additional benefits after the Effective Date of this Contract." Further, the Social Contract provides that to the extent a local franchise agreement contains an obligation to provide connections to schools as agreed to in the Social Contract, Time Warner cannot seek to recover any such costs for these connections as external or other costs. Accordingly, any school benefits obtained outside of this Social Contract will not be affected. g. Home Wiring (i) Terms of the Social Contract 74. Under the Social Contract, Time Warner will not restrict the ability of a subscriber to remove, to replace, to rearrange, or to maintain any cable wiring Located within the interior of a his or her dwelling as Lang as these actions do not interfere with the ability of Time Warner to collect revenues from that subscriber or any other adjacent subscribers. Subscribers will be responsible for the cost of remedying any improper installation resulting in a violation of the Commission rules. Time Warner will provide high quality home wiring and materials at cost to its subscribers. (ii) Comments 75. Some commenters claim that the home wiring provision in the Social Contract merely restates the Commission's preexisting rules. Other comments relate to the fact that the Social Contract does not specifically extend the subscriber's rights to cable located at Least twelve inches outside the subscriber's dwelling; a misconception that there has been a total deregulation of inside wiring and thus no need for the Social Contract provision; a question as to the ownership of the wiring and whether Time Warner has maintenance obligations if the subscriber does not maintain the home wiring. In its reply comments, Time Warner claims that the Social Contract goes further than the Commission's rules because, unlike the Commission's rules, the contractual provisions here apply before a customer terminates cable service. (iii) Discussion 76. Contrary to the claims of some commenters, the hone wiring provision of the Social Contract does not merely restate our existing rules, but rather goes beyond those rules to cover situations prior to the time a customer terminates its cable service. However, the provision does not exempt Time Warner from these rules; therefore, those rules continue to be applicable to cable wiring Located at least twelve inches outside the subscriber's dwelling. While telephone rate regulation of inside wiring has been terminated, our cable home wiring rules have not been eliminated. We find that the home wiring provisions of the Social Contract provide a benefit to subscribers as the provisions enable subscribers to change the Location of their cable without incurring additional costs. Further, the provisions provide that Time Warner will inform the customers of their rights to remove, to replace, to rearrange, or to maintain home wiring, as well as their obligations if signal Leakage occurs as a result of their installation or rearrangement. This education process will be a public benefit since it will enable customers to make rational choices whether to install or to rearrange home wiring. h. System Acquisitions and Divestitures (i) Terms of the Social Contract 77. Time Warner has a pending contract to acquire cable systems from Cablevision Industries Corporation (CVI). The Social Contract provides that at its option, Time Warner may include any cable systems acquired from CVI, provided that the CPST settlement provisions of the Contract will not apply until any applicable settlements are mutually agreed upon between Time Warner and the Commission. The Social Contract further provides that the addition of any other newly acquired systems by Time Warner to the provisions of the Social Contract will be subject to Commission approval, which will be expeditiously decided and not unreasonably withheld. Finally, in the event of a sale of any system during the period of the Social Contract, the purchaser may elect, with the concurrence of the Commission, for the provisions of the Social Contract to continue to apply to such systems and the Commission's concurrence shall be expeditiously decided and not unreasonably withheld. In the *vent the purchaser elects not to have the provisions of the Social Contract apply to any such system, the CPST subscribers to such system shall be eligible for the refunds calculated under the Social Contract in the event the upgrade commitment has not been completed prior to the consummation of such sale. (ii) Comments 78. The comments regarding this provision were from communities served by CVI, contending that they should be part of the Social Contract. In addition, the City of Los Angeles contends that it should not have to comment on this issue until the acquisition of CVI is finalized, but that CVI systems should not be added to the Social Contract without the consent of the local franchising authority. In its reply comments, Time Warner stated that it has no objection to including CVI communities as part of the Social Contract. (iii) Discussion 79. In view of the desire of franchising authorities (with the exception of Los Angeles) of CVI systems to be included in the Social Contract and Time Warner's agreement to include all CVI systems in the Social Contract, we find that the inclusion of such systems is in the public interest. The Social Contract is thus modified to state that Time Warner shall include any cable systems acquired from CVI within the provisions of the Social Contract. In addition a provision in the Social Contract has been added providing for 45 days' notice of the Social Contract to the affected local franchising authorities in order to provide.them with an opportunity to opt out of the lifeline BST provision of the Social Contract. 80. Because the upgrade capital costs committed by Time Warner in the Social Contract are tied to the systems it currently owns, any such acquisition or divestiture of systems by Time Warner, as provided for under this section, could change the amount of capital costs expended for the upgrade. As part of our oversight responsibilities with respect to the Social Contract, a provision in the Social Contract has.been added that states that the upgrade capital costs set forth in the Social Contract will be adjusted, as mutually agreed to by Time Warner and the Commission, to reflect any additions or deletion of systems subject to the Social Contract. To address the parties' desire to have the required review and approval of additions and deletions of smaller systems accomplished expeditiously, the Social Contract further provides that the approval from the Commission of such adjustments shall be expeditiously decided and not be unreasonably withheld. In view of the fact that these capital commitment decisions must be made expeditiously and involve a thorough examination of the upgrade plan, we believe that, with respect to acquisitions or dispositions of cable assets involving 400,000 or fewer subscribers, the Cable Services Bureau is in the best position to take any actions contemplated under section III F. 6 of the Social Contract, including approval or disapproval of additions or deletions from the provisions of the Social Contract and the adjustments in the monetary amount of the upgrade which results from such additions or deletions as well as any other actions contemplated under this section. Therefore, on our own motion, we order that the Cable Services Bureau be given delegated authority to take any actions contemplated under section III F. 6 of the Social Contract. 1. Modification and Termination (i) Terms of the Social Contract 81. The Social Contract provides that it may not be modified or terminated without the mutual agreement of both parties. Time Warner may petition the Commission to modify or terminate the Social Contract based on any relevant change in applicable laws, regulations, or circumstances. Any petition to modify or terminate this contract will be served on the Local franchising authorities for the affected systems. The Commission will allow 30 days after the release of the Public Notice for interested parties to comment and 15 days for reply comments before acting on any such petition. 82. In the event of a material change in the 1992 Cable Act or the Commission rules that would favorably impact Time Warner, any Time Warner system may elect not to be bound by the relevant provisions of the contract addressing the BST price cap (III.A.2), additions to the BST (III.A.3), equipment rates (III.B.), MPTs (III.D.), and the CPST price cap (III.F.4). All other provisions of the Social Contract would remain valid and enforceable. 0 1) Comments 83. Several commenters contend that the provision in the Social Contract permitting Time Warner systems to elect not to be bound by certain sections of the Social Contract is one-sided because it allows Time Warner to terminate the Social Contract unilaterally if any applicable law or regulations change. Some commenters also contended that the local franchising authorities should have input on any modifications or terminations. In its reply comments, Time Warner contends that this provision relates only to certain rate provisions in the Social Contract, and that notwithstanding any such changes in the law or in regulations, Time Warner still is required to comply with other non-rate provisions and that Time Warner will be subject to the rate regulation rules in effect at that time. (iii) Discussion 84. We believe that the provision in the Social Contract allowing Time Warner to take advantage of any changes in the current rate regulations is both justified and necessary. We are mindful of the pending telecommunications legislation and the reality that we could not reasonably expect Time Warner to agree to comply with existing rate regulations in the event they are eliminated. Thus, under the Social Contract, Time Warner, similar to all other cable operators, will be able to take advantage of any changes in either the 1992 Cable Act or the Commission's regulations with respect to the rate provisions in the Social Contract, i.e. Time Warner will be subject to whatever rate regulation.is in effect at that time. However, even if the statutory or regulatory provisions concerning rate regulation change, Time Warner is not relieved of any other provisions in the Social Contract. We retain our oversight authority with respect to these non-rate provisions and do not believe further review by Local franchising authorities is necessary. j. Preemption (d) Terms of the Social Contract 85. The Social Contract provides that to the extent that any state or local law, regulation, ordinance, or franchise is inconsistent with the terms of the Social Contract, the Social Contract preempts those requirements. Additionally, the Social Contract provides that all waivers of the Commission's rules and modifications to the Commission forms necessary to effectuate the terms of the Social Contract are granted. The Social Contract does not preempt the right of Local franchising authorities to negotiate upgrades which exceed the scope of the Social Contract. (i i) Comments 86. Many Local franchising authorities argue that the Social Contract contains Language which could be interpreted as precluding them from requiring that Time Warner adhere to the conditions imposed in franchising agreements or from imposing certain conditions in future franchising agreements. In its reply comments, Time Warner contends that the language does not preclude any local franchising authority from negotiating with Time Warner for a higher level of upgrades. (iii) Discussion 87. In view of the concerns raised by many Local franchising authorities, Time Warner has agreed to a modification to the Social Contract that limits the scope of the preemption. In particular, the Social Contract only preempts the local franchising authority from regulating rates or ordering refunds in a manner inconsistent with its terms. As stated in Section III. I. 2. a. of the Social Contract, the provision added specifically affirms the enforceability of any "otherwise valid preexisting local franchise agreement, ordinance, Local law or regulation which provides benefits which exceed those provided in this Contract relating to system upgrades or the wiring of schools, nor shall Vocal franchising authorities] be restricted in their authority to negotiate for such additional benefits after the Effective Date of this Contract." We believe this language sufficiently addresses the concerns raised by various local franchising authorities as it clarifies that the Social Contract is not intended to preempt any preexisting or future franchising agreement that provides for a different or higher level of upgrades or benefits. k. Other Issues (d) Comments 88. A variety of other issues and questions were raised by commenters. Among the issues raised are that (1) the comment period was too short; (2) the Commission has abdicated its oversight responsibilities over the cable monopoly; (3) local franchising authorities should be permitted to deny franchise renewals for failure to comply with the Social Contract; amid (4) the Commission should address the issue of scrambling. Further, a number of comments discuss matters related to Time Warner's behavior in particular communities including claims of unfair competition and discrimination. In its reply comments, Time Warner did not respond to all of these issues, but did contend that it is subject to an increasing amount of competition and that the Commission has ample power to enforce the Social Contract without further harsh penalties being added by Local franchising authorities. (ii) Discussion 89. We have allowed almost two months for comments and reply comments on the Time Warner Social Contract. It is our view that this period of time correctly balances the need for public comment with the need to make the public benefits of the Social Contract available as soon as possible. One of the main goals of the 1992 Cable Act is to protect the interests of subscribers. Comments that we have abdicated our oversight responsibilities over Time Warner are without support. To the contrary, the Social Contract is a regulatory mechanism expressly provided for in our rules for cable systems not subject to effective competition. Moreover, under the Social Contract, we have retained oversight responsibilities for Time Warner's compliance with the Social Contract. We believe that the goals of the 1992 Cable Act are being met in this Social Contract. The Social Contract provides reasonable, stable rates to subscribers, as well as various social benefits. 90. We find that the Social Contract provides remedies for violations, and, thus, further enforcement procedures by local franchising authorities are not necessary. We note that the Social Contract provides that each local franchising authority will be served with progress reports no later than 90 days following the end of each calendar year that the Social Contract is in effect. The Social Contract provides that any violation of its terms shall be treated as a violation of a Commission order with the corresponding rights and remedies associated with the enforcement of an order. Time Warner will report to the Commission on an arrwal basis within 90 days following the end of each calendar year of the Social Contract. This report will detail the mieber of BST and CPST subscribers benefitting from upgraded service, the system reliability and service improvements resulting from the upgrade, and the projected upgrade activities for the following year. This report will be served on each local franchising authority. To verify the accuracy of these reports and ensure compliance, the Commission reserves the right to inspect the books and records of Time Warner and to interview corporate employees. 91. To the extent that local franchising authorities or.other interested parties disagree with Time Warner's interpretation of any provision of the Social Contract, perceive a lack of enforcement of its terms and conditions, or disagree with the remedies we way prescribe, they may seek redress at the Commission. Further, the Social Contract is not intended to resolve every conceivable issue raised with respect to Time Warner's service and operations. There are other avenues available to address concerns regarding such matters as scrambling, alleged discriminatory treatment by Time Warner of its competitors, poor service, billing problems and other disputes with complainants. IV. CONCLUSION 92. The Social Contract negotiated with Time Warner fulfills the objectives of the Incentive Upgrade Plans which were established in the Cost Order. The Social Contract ensures that customers will have reasonable, stable rates for existing services. Additionally, Time Warner will obtain pricing flexibility to upgrade its system in cost effective ways in order to provide customers with increased programming choices and improved quality of service. Furthermore, the Social Contract will reduce the regulatory burdens associated with rate regulation on local franchising authorities, Time Warner, and the Commission. 93. It is our belief that by approving the Upgrade Incentive Plan we encourage upgrades that provide services that are economically justified and that best meet customers' needs. Therefore, we find this plan, to the extend modified above, to be in the public interest and approve the agreement. 94. Accordingly, IT IS ORDERED that the Social Contract between Time Warner and the Commission as modified above IS APPROVED. 95. IT IS FURTHER ORDERED that there is a general waiver of any Commission rule that is necessary to effectuate the terms of this Social Contract including, but are not Limited, to the following rules: 47 C.F.R. ^U 76.923; 47 C.F.R. ^U 76.987; 47 C.F.R. "U 76.961(e); 47 C.F.R. ^U^U 76.309(c)(i)(B),76.964; 47 C.F.R. ^U 76.960; 47 C.F.R. ^U 76.933; 47 C.F.R. ^U 76.922; 47 C.F.R. ^U 76.956. 96. IT IS FURTHER ORDERED that waiver of any Commission rule or modifications to the Commission's forms necessary to effectuate the terms of the Social Contract IS GRANTED. 97. IT IS FURTHER ORDERED that the Cable Services Bureau is given delegated authority to oversee implementation of the Social Contract, including authority to resolve all pending complaints covered by the Social Contract and to make adjustments in the amount of Time Warner's upgrade commitment on additions or deletions of systems subject to the Social Contract. 98. IT IS FURTHER ORDERED that preemption of any local franchise agreement or any state or local rule or regulation that requires Time Warner to give more than 30 days' notice of rate and service changes to subscribers for the period prior to January 1, 1996, IS GRANTED. 99. IT IS FURTHER ORDERED that the Secretary is instructed to sign the Social Contract, attached as Appendix B, on behalf of the Commission. 100. IT IS FURTHER ORDERED that this Order is effective upon adoption. FEDERAL COMMUNICATIONS COMMISSION William F. Caton Acting Secretary APPENDIX A: Comments Expressing Unqualified Support of Time Warner Social Contract Alabama City of Irondale Birmingham Public Schools City of Brighton City of Bessemer Alabama Public Service Commission City of Birmingham California Cathedral City Coronado High School San Bernardino Councilmember Barbara Warden, San Diego Assemblywoman Dede Alpert San Diego County Office of Education International Center for Communications, San Diego San Diego Business Roundtable for Education City of Barstow Congressman Brian R. Bilbray Poway Unified School District San Diego City Schools City of Palm Springs Assemblywoman Susan A. Davis City of Coronado Coronado Unified School District Jean Farb Middle School, San Diego Kern County San Diego State University Councilmember Randy Rowles, Bakersfield Steve A. Perez, Bakersfield Dianne Jacob, Chairwoman, San Diego County Board of Supervisors San Diego Councilmember Harry Mathis James W. Silva, Supervisor, Second District, Orange County Connecticut Cable Television Advisory Council Florida National Development Properties of Florida-Bay, Inc. Representative John Morroni Town of Melbourne Beach Representative R.Z. Safley School Board of Polk County Manatee County Jaymie G. Carter City of Belleair Bluffs City of Temple Terrace Polk Education Foundation i Business Partnership, Inc. Brevard County Town of Indian Shores Town of Lake Hamilton School District of Hillsborough County City of Auburndale School Board of Manatee County Representative Dennis L. Jones City of Treasure Island City of Palm Bay Pittsburgh Baseball Club, Florida Baseball operations Barnett Bank of Manatee County Hillsborough Education Foundation, Inc City of St. Pete Beach City of Crystal River City of Bradenton City of Largo Town of Malabar School Board of Manatee County City of Bradenton Beach Lake County Information Services City of Cocoa Beach County Commissioner Joe McClash City of Melbourne City of Maitland State Senator David G. Kelley City of Rockledge City of Edgewood State Senator Donald C. Sullivan Dave & Lynn McDaniel Eastside Elementary School, Haines City Osceola High School, Seminole Tamara L. Hager Oak Grove Middle School City of Lakeland School Board of Brevard County Hillsboro Public Schools City of Winter Park Orange County Public Schools Faye C. Roberts, Columbia County Public Library Polk County Richard Fawley Georgia The Travel Charnel Illinois City of Berwyn Ronald F. Crick Village of Tinley Park Village of Stickney Indiana HOLA, Indianapolis Indianapolis Chamber of Commerce Indianapolis Urban League William G. Mays, Mays Chemical Company Kinder Vision, Peru Congressmen Dan Burton Indianapolis Public Schools Kentucky Tommy Sanders Dr. Robert H. McGaughey, Murray State University Louisiana Caddo Parish School Board Caddo Parish Commission St. John the Baptist Parish Ouachita Parish School System Monroe City Schools Maine Congressman John E. Baldacci- Suzan NeLson, Librarian, Portland High School Donna Crook, Computer Technology Steering Committee, Portland High School Maryland Discovery Communications, Inc. Massachusetts City of Melrose City of Medford Lynn Business/Education foundation Swampscott Public Schools Lynn Business Partnership Salem Public Schools Lynn Public Schools Melrose Chamber of Commerce Central Berkshire Regional School District Patrick J. Markham, Pittsfield Public Schools City of Pittsfield Minnesota City of Shakopee City of Chaska City of New Ulm Bloomington Chamber of Commerce Richfield Chamber of Commerce Edina Public Schools Eden Prairie Chamber of Commerce Eden Prairie Schools Minneapolis Public Schools Minnesota Public Utilities Commission Jackie Cherryhomes, President, City Council, Minneapolis Richfield Public Schools Edina Chamber of Commerce Greater Minneapotis Chamber of Commerce State Senator Steve Novak Susan Ray Euler, fire Department Hot Spots City of Ranlo State Senator Carl W. Kroening Mississippi Mississippi Economic Council Jackson Public School District Town of Coldwater- Supports Contract, especially rate stability, reduced basic rates, and upgrades. City of Ridgeland City of Raymond Hinds County City of Senatobia Madison County Town of Edwards Missouri Ferguson-Berkeley Chamber of Commerce City of Belton City of Parkville Village of Calverton Park City of Lee's Summit Nebraska City of Auburn City of Lincoln City of York City of Nebraska City City of Superior Lancaster County City of Fairbury New Jersey Assemblyman Patrick J. Roma New York East Syracuse-Mina Schools Village of Malone Village of North Syracuse Village of Painted Post Fayetteville-Manlius Schools Town of Catlin Town of Camillus John P. Almonte and Edgar F. Ames, East Syracuse-Nina Central Schools A i E Television Networks Peyton C. Watkins, Penfield Town of Chili Town of East Rochester Town of Ogden Town of Gates Village of Endicott Town of Perinton Town of Marcellus Rome City School District Town of Newark Valley Town of Kirkwood ESPN, Inc. Town of Richmond Town of Clarendon City of Corning City of Port Dickinson Village of Johnson City Joni Lincoln, Port Byron Central School District Town of Parma Town of Pittsford Jamesville-DeWitt Central School District Town of Kirkwood Town of Conklin Town of Clifton Park Board of Cooperative Educational Services of Cattaraugus, Alleghany, Erie and Wyoming Counties City of Rochester Town of Stillwater Town of Fenton City of Elmira Village of Horseheads Town of Webster- North Carolina City of Lexington Town of Weddington FTCC Foundation, Inc., Fayetteville University of North Carolina at Wilmington Pembroke State University Cumberland County Schools Town of Emerald Isle Moore County Schools City of Hamlet. Guilford County City of High Point Instructional Technology, Charlotte-Mecklenburg Schools Centralina Council of Governments- County of Moore, Department of Social Services Town of Haw River Town of Landis Cleveland County Carteret County Board of Education Lumberton Area Chamber of Commerce and Visitors Bureau Town of Southern Pines Southeastern University Town of Rockwell Public Schools of Robeson County State Senator Luther H. Jordan, Jr. Town of Chapel Hill Shelby City Schools Asheboro/Randolph Chamber of Commerce & Tourism Bureau Guilford County Schools City of Thomasville City of Winston-Salem Cleveland County Schools Town of Cramerton City of Kings Mountain City of Burlington City of Albewrle Gaston County Schools Town of Matthews County of Jones Cabarrus County City of Asheboro Charles F. McCraw, Guilford County Schools Charles M. Lineberry, Jr. Town of Ramseur City of Randleman John G. Redmond, North Carolina Council on Economic Education Archdale-Trinity Chamber of Commerce- City of SheLby J. Parks Todd, Jr., North Carolina State Board of Community Colleges Fayetteville Chamber of Commerce City of Bessemer City Grennsboro Chamber of Commerce Ohio Village of Marble Cliff Norwood City Schools WCET, Cincinnati Museum Center, Cincinnati Marguerite Shurte City of Piqua Municipality of West Milton Immaculate Heart of Mary School, Cincinnati Gahanna-Jefferson Public Schools Rudy Forsberg Marian A. Spencer Staff of Canton City School District Elida Local Schools Thomas Worthington High School, Worthington Dick Lehmann, Westerville South High School, Westerville Learning Materials Center, Rutherford B. Hayes High School, Delaware Lara Gianessi, Fort Hayes Metropolitan Education Center, Columbus Village of Obetz S. Julia Deiters City of Grandview Heights Elida Senior High School City of Akron City of Columbus Brenda Jackson, William Henry Harrison Junior School, Harrison Terrace Guild, Cincinnati Literacy Network of Greater Cincinnati Wellness Community, Cincinnati East End Adult Education Center, Cincinnati Camilla S. Huff, St. Veronica School, Cincinnati Green Township Ansonia Local School District Newton Local School District John E. Miller, The Troy Schools Milton-Union Exempted Village Schools Covington Exempted Village Schools City of Bexley Lima/Allen County Chamber of Commerce Wendy E. Webb, Youngstown City School District Eldonna H. Ashley, North Union School District Miami East Junior High School City of Akron West Liberty-Salem Schools John G. Olds, Northwestern College Carrie Clark, Playhouse in the Park, Cincinnati Kids Voting, Cincinnati All About Kids, Cincinnati Arts Consortium of Cincinnati Oregon Kathy Allen-Kirsch, Gregory Heights Middle School, Portland Karen Gaddis-Philips, Sam Barlow High School, Gresham Portland Public Schools Pennsylvania City of Reading Tim Smith, Reading Reading Area Community College Alvernia College, Reading Reading School District Pottsville Area School District Blue Mountain School District Berks County Intermediate Unit Bellwood-Antis School Board Moon Community Access Television Greater Johnstown Committee BT Financial Corporation Moon Area School District Representative Jim Lynch Representative Richard A. Geist Richland Senior High School, Johnstown David Popp, Westmont Hilltop School District, Johnstown Altoona Area School District Bradford Cable Commission United Way of Barks County Representative Sheila Miller Pennsylvania State University Greater Johnstown/Cambria County Chamber of Commerce, Inc. City of Altoona Greater Johnstown School District Franklin Area Chamber of Commerce Franklin Area School District Dattey Grove School District Richland School District Representative Samuel E. Rohrer Sugarcreek Borough Valley Grove School District Barks Community Television West Lebanon Township South Carolina Town of Pinewood Sumter School District No. 17 City of Darlington Town of Clover Sumter County Administrator City of Florence Tennessee Memphis City Schools Germantown Area Chamber of Commerce Collierville Area Chamber of Commerce Randy Houston, First Tennessee Bank, Collierville Beverly A. Holmgren, First Tennessee Bank, Bartlett City of Bartlett City of Lakeland Bartlett Kiwanis Club Texas City of Hunters Creek Village City of San Antonio Fort Bend Independent School District T.H. Rogers School, Houston Luling Independent School District City of Elgin Robinson Independent School District Houston Councilman John W. Peavy, Jr. City of Piney Point Village Missouri City City of McGregor City of Round Rock Cypress-Fairbanks Independent School District City of Luling Round Rock Chamber of Commerce EL Paso Independent School District Greater Austin Chamber of Commmrce City of Meadows FOX 18, Wichita Falls YsLeta Independent School District, El Paso City of Bastrop Hill Country Village Town of Hollywood Park- City of Castle Hills Greater Houston Partnership Congressman Bill Archer City of Selma City of Helotes City of BeLLmead St. Paul's Episcopal Day School, Waco Eanes Independent School District City of Balcones Heights City of Kirby City of 0{mos Park Greater Irving Chamber of Commerce Councilwoman Cynthia White, Lewisville City of Cibolo City of Shavano Park Spring Independent School District City of West University Place Helen S. Handler, Paul Revere Middle School Elgin Independent School District City of Converse- Late Filing Lewisville Chamber of Commerce Representative Peggy Hamric City of Waco Virginia Greater Irving Chamber of Commerce Poquoson City Public Schools. Smithville Independent School District West Virginia West Virginia Cable Advisory Board Wisconsin Green Bay Area Chamber of Commerce Action, Menasha Joseph A. Rice, Milwaukee Newtec Studio, Green Bay Whitnall Middle School, Hales Corners Oshkosh Area School District Greater Milwaukee Education Trust School District of Beloit Marquette University High School Kaukana, Wisconsin APPENDIX B TABLE OF CONTENTS Page I. BACKGROUND AND SUMMARY. . . . . . . . . . . . . . . . . . . . . . . 1 II. DEFINITIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 III. TERMS AND CONDITIONS OF THE SOCIAL CONTRACT . . . . . . . . . . . . 4 A. Basic Service Tier Rate Relief. . . . . . . . . . . . . . . . . . . 4 1. Creation of a Low-Cost, Lifeline Basic Service Tier. . . . . . . 4 2. BST Price Cap. . . . . . . . . . . . . . . . . . . . . . . . . . 5 3. Additions To Basic Service Tier. . . . . . . . . . . . . . . . . 6 B.Equipment Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 C.Resolution Of Existing CPST Rate Cases . . . . . . . . . . . . . . . . 8 D.Migrated Product Tiers . . . . . . . . . . . . . . . . . . . . . . . . 9 E.Customer Refunds and CPST Rate Reductions. . . . . . . . . . . . . . . 11 F.Infrastructure Upgrade Requirement . . . . . . . . . . . . . . . . . . 12 1. Upgrade Requirement. . . . . . . . . . . . . . . . . . . . . . . 12 2. No Impairment Of Local Authority . . . . . . . . . . . . . . . . 13 3. Reporting Requirements . . . . . . . . . . . . . . . . . . . . . 13 4. CPST Rates Subject To Price Cap. . . . . . . . . . . . . . . . . 14 5. Failure To Meet Target . . . . . . . . . . . . . . . . . . . . . 15 6. Adjustments To Systems Subject To Contract . . . . . . . . . . . 15 G.BST And CPST Rate Stability. . . . . . . . . . . . . . . . . . . . . . 16 H.Additional Consumer Benefits . . . . . . . . . . . . . . . . . . . . . 17 1. Service To Public Schools. . . . . . . . . . . . . . . . . . . . 17 2. Home Wiring. . . . . . . . . . . . . . . . . . . . . . . . . . . 19 I.Miscellaneous Provisions . . . . . . . . . . . . . . . . . . . . . . . 20 1. Modification And Termination . . . . . . . . . . . . . . . . . . 20 2. Authority To Enforce Contract. . . . . . . . . . . . . . . . . . 21 3. All Necessary Waivers And Preemptions Deemed Granted . . . . . . 23 4. Effect On Other Proceedings. . . . . . . . . . . . . . . . . . . 24 5. No Admission Of Wrongdoing . . . . . . . . . . . . . . . . . . . 25 6. Contract In Public Interest. . . . . . . . . . . . . . . . . . . 25 7. Legal Challenges . . . . . . . . . . . . . . . . . . . . . . . . 25 8. Effective Date And Term. . . . . . . . . . . . . . . . . . . . . 26 9. Public Notice. . . . . . . . . . . . . . . . . . . . . . . . . . 28 10. Force Majeure. . . . . . . . . . . . . . . . . . . . . . . . . . 28 11. Severabi l i ty . . . . . . . . . . . . . . . . . . . . . . . . . . 28 12. Entire Understanding . . . . . . . . . . . . . . . . . . . . . . 29 SOCIAL CONTRACT FOR TIME WARNER CABLE I. BACKGROUND AND SUMMARY. The "Social Contract" set out in this document (the "Contract") relates to certain services and equipment offered by Time Warner Cable ("TWC") actually or potentially subject to regulation under the terms of the applicable provisions of Title VI of the Communirations Act of 1934, as amended ("Act"). The Federal Communications Commission ("FCC" or "Commission") finds that this Contract will advance the public interest by: (i) assuring fair and reasonable rates for TWC's cable service customers; (ii) facilitating the creation of a low-cost, lifeline basic service level; (iii) improving TWC's cable service by substantially upgrading the channel capacity and technical reliability of its cable systems; and (iv) reducing the administrative burden and cost of regulation for local governments, the FCC and TWC. The Contract has been negotiated between TWC and the FCC in accordance with the FCC's authority to consider and adopt "social contracts" as an alternative to other regulatory approaches applicable to cable television rates, as modified and amplified in the Order adopting the Continental Social Contract, and its authority to regulate TWC's cable services under the Act, particularly in light of the Statement of Policy set forth in Section 2(b) of the Cable Television Consumer Protection and Competition Act of 1992, Pub. L. No. 102-385, 106 Stat. 1460 (111992 Cable Act"). Except as otherwise provided for herein, this Contract covers all of TWC's cable systems as of the Publication Date (as hereinafter defined). Until such time as there is a final decision permitting the transfer of the Laredo, Texas cable television franchise to TWC, this Contract shall not apply to the affected cable system serving Laredo, Texas. II. DEFINITIONS. The following terms shall have the meanings set forth below. Certain other terms are defined elsewhere herein. A. 'Basic Service Tier" or "BST" means the cable service level which includes the signals of any local television broadcast stations and any public, educational or governmental access channel required by the relevant franchise to be carried on the BST. B. "Cable Programming Service Tier" or "CPST" means any tier of video programming service, but shall not include (i) video programming carried on BST; (ii) video programming when offered on a per channel, multiplexed, a la carte or per program basis; (iii) any Migrated Product Tier; or (iv) any New Product Tier ("NPT") as defined by the Going Forward Rules and 47 C.F.R. ^U 76.987. C. "Cost" means that the prices so designated have been designed to recover actual costs, including a reasonable rate of return as defined in the FCC Cost of Service Order, supra, at ^T 207. D. "Current Rates" means those TWC system rates that are in effect as of the Publication Date, or rates that will become effective after the Publication Date and for which notice was given to subscribers on or before the Publication Date. E. "CVI" means Cablevision Industries Inc., its subsidiaries and affiliates. F. "Effective Date" means the date on which the FCC releases an order approving this Contract. G. "Eligible Subscribers" means those CPST subscribers to any of TWC's cable systems listed on Appendix A to this Contract at the time Refunds are issued. H. "Going Forward Rules" means the FCC's rules adopted in the Sixth Order on Reconsideration, 76 RR 2d $59 (1994), including all subsequent clarifications and amendments. I. "Migrated Product Tier" or "MPT" means (a) a tier consisting of up to four services moved from a system's existing BST or CPST(s) as described in Section III.D.5. or (b) any Superstation Tier or any tier consisting of those services remaining on a Preferred Tier, as defined in Section III.D.1., after any excess channels have been shifted to CPST as described in Section III.D.3. J. "Publication Date" means the date on which the Commission releases its initial Public Notice relating to this Contract. K. "Refund" means a prospective bill credit issued to Eligible Subscribers. L. "Time Warner Cable" or "TWC" means the collective reference to Time Warner Entertainment Company, L.P. ("TWE"), TWI Cable Inc. ("TWI Cable") and Time Warner Entertairnrcnt-Advance/Newhouse Partnership ("TWE-A/N"), or any subsidiary, division or affiliate thereof, or, where consistent with the context, any cable system owned or managed by TWE, TWI Cable or TWE-A/N, except where particular provisions of this Contract specify a more limited scope. III. TERMS AND CONDITIONS OF THE SOCIAL CONTRACT. A. Basic Service Tier Rate Relief. 1. Creation of a Low-Cost, Lifeline Basic Service Tier. a. In order to provide its subscribers with the option to purchase a Low-cost BST, no later than six months after the Effective Date, TWC will reduce its BST rates on systems serving at least 85% of TWC's total subscribers to a level 10% below the Current Rates. In any system where the BST rates are initially reduced by 10% as described above, but where BST rates are pending review on the Publication Date, TWC will reduce its BST rates further by 10% from the level ultimately determined to be reasonable, after such determination is no longer subject to review or appeal. TWC may increase its CPST rate(s) in any system by an amount necessary to recoup the reduction in revenues due to the 10% adjustment in the BST rate in that system. Such adjustment to CPST rates shall be submitted to the FCC for review. A local franchising authority ("LFA") may elect not to have TWC implement the BST rate reduction and corresponding CPST adjustment described in this paragraph in its franchise area by providing notice to TWC and the Commission no later than 45 days following the Effective Date. Such notice shall (a) be in writing, (b) be addressed to the Office of the Secretary, Federal Communications Commission, 1919 M Street, M.W., Washington, D.C. 20554, with a copy to Time Warner Cable, 300 First Stamford Place, Stamford, CT 06902-6732, attention: General Counsel, (c) identify the local franchising authority, the community unit identification number for the franchise area, and (d) reflect the clear intent to not have TWC implement the BST rate reduction described in Section III.A.1.a of this Contract. However, such notice need not meet any other requirements and may be in letter form. An election by a LFA to opt out of the provisions of this paragraph shall not otherwise affect the applicability of the remaining provisions of this Contract in such community. b. In order to achieve its goal of creating low-cost BSTs, TWC will restructure the BST on the remaining systems where the BST has not been reduced by 10% as described above so as to create a lifeline-type service. Such restructuring will involve shifting channels from the BST to an existing or newly created CPST (or MPT as permitted by Section III.D.S.) and not to any service level which would not be subject to rate review upon the receipt of a valid complaint under current FCC rules. Such restructuring will not be deemed by the FCC to be a "fundamental change" of any affected service tier. At the time of such restructuring, the BST rate will be reduced by an amount equal to the percentage of the BST channels shifted to CPST. Where the BST channels are shifted to a newly created CPST, the rate for the CPST will be equal to the amount of the reduction in the BST rate. Where the BST channels are shifted to an existing CPST, the rate of the existing CPST will be increased by an amount necessary to recoup the reduction in revenues resulting from the reduction in the BST rate as described above. The 10% BST rate reduction, with CPST offset, will be implemented upon restructuring of such remaining systems. Nothing herein shall be deemed to affect any otherwise enforceable franchise provision relating to programming services to be provided by TWC. 2. BST Price Cap. After implementation of the 10% BST rate reduction described above, all such reduced BST rates will be subject to a price cap, even in currently unregulated TWC systems. TWC will continue to be permitted to adjust BST rates for changes in external costs and inflation, subject to any necessary LFA approval. The BST rate reduction referred to above will have no adverse effect on any Form 1210 BST rate adjustment request which may be pending before an LFA as of the Publication Date or thereafter. Nothing herein shall authorize review of the reasonableness of any BST rate adjustments in communities where the LFA has not elected to certify in accordance with Section 76.910 of the Commission's rules. 3. Additions To Basic Service Tier. TWC shall not add any additional channels to any BST for the term of this Contract, except where required by applicable law, regulation or contract lawfully entered into pursuant to such law or regulation, or to provide additional local origination channels or other non-satellite delivered channels. In the event that the FCC's must-carry rules are repealed or rendered invalid or inapplicable to TWC by a court of competent jurisdiction, TWC will have the right to substitute any programming service not then carried by such system for up to an average (weighted by BST subscribers) of three local television broadcast stations deleted from carriage per system covered by this Contract, but no more than five such substitutions on any given system, even if more than five television broadcast stations are deleted. Such substitutions shall have no impact on BST rates other than due to the net change in programming costs. In the absence of must-carry requirements, however, any Local television broadcast stations which TWC continues to carry will be carried on the BST. Any such changes to BST will be made only upon provision of thirty days advance notice to the Commission and to affected LFAs and subscribers. Upon receipt of any necessary LFA approval, TWC will be permitted to implement appropriate BST rate adjustments to reflect any such added or substituted channels. Such adjustments (other than adjustments to BST required by any retransmission consent agreement) shall not be subject to the annual BST adjustment limitation set forth in Section III.G.1. B. Equipment Rates. TYC will be permitted to establish a blended rate, averaged for each of the following equipment basket categories: (1) hourly service charge, (2) installations, (3) remote control devices, (4) non-addressable converters, (5) addressable converters, (6) other leased equipment, and (7) customer tier changes, by geographic region as reflected on Appendix B to this Contract (and any reasonable modifications to such regions). Equipment rates will be adjusted annually to reflect changes in regional equipment Costs in each category. At least thirty days prior to implementation of the first CPST adjustment authorized pursuant to Section III.F.4., but not sooner than December 1, 1995, TYC will submit a single Form 1205, or equivalent reasonably acceptable to the Commission, for each region to the FCC, and will submit annual updates to such filings thereafter for Commission review. Any data required to support such annual equipment rate adjustments slay be based on the four most recent available quarterly financial figures. TYC may begin charging revised equipment and installation rates to customers based upon the updated filing upon thirty days' notice. These revised equipment and installation rates will be subject to refund if the Commission later concludes that Lower region-wide rates are called for by such filings and applicable rules. Such region-wide equipment and installation charges as TNC establishes and the Commission approves pursuant to this Contract shall be subject to enforcement by local franchising authorities. Should any LFA find that TWC's equipment and installation rates charged exceed those permitted by the Commission, the LFA may order TWC to make refunds of any excess charges as necessary to comply with the equipment and installation charges permitted by the Commission. C. Resolution Of Existing CPST Rate Cases. 1. All CPST cases or complaints currently pending before the Commission are resolved pursuant to and as a result of the adoption of this Contract, as set forth in Appendix A to this Contract. 2. The Commission has reviewed TWCOs pending CPST filings. In light of its review, the covenants and representations contained in this Contract, and in express reliance thereon, and in order to conserve Commission resources, avoid litigation costs, and achieve the other benefits to the public contained in this Contract, the Commission agrees to resolve all CPST cases and complaints involving TWC currently pending before it. 3. In addition to those CPST rates which are subject to proceedings that are being settled as set forth in Appendix A to this Contract, all other Current Rates, as adjusted for inflation and changes in external costs as bf the Publication Date, charged by TWC for CPSTs are deemed reasonable under the Act and the Commission's rules. 4. At such time as TWC makes its first CPST rate adjustment authorized by this Contract, such increase shall be netted against any Current Rate which requires reduction in accordance with the CPST settlements approved by this Contract, provided, however, all such required reductions to Current Rates shall be implemented no later than the final date for issuance of Refunds pursuant to Section III.I.8.d of this Contract. 5. BST rate disputes will continue to be resolved in the ordinary course, pursuant to applicable FCC rules. D. Migrated Product Tiers. 1. The Commission and TWC acknowledge (i) that certain TIME-A/N systems (the "Migration Systems") have been providing collective offerings of a la carte channels which were created between April 1, 1993 and September 30, 1994 and which consist of one or more (a) low-priced collective offerings, containing primarily superstations, at an average price of less than $0.29 per channel, excluding copyright fees (a "Superstition Tier"), and (b) low-penetrated collective offerings predominantly containing channels which had been affirmatively marketed as a separate tier before being offered on an a la carte basis (a "Preferred Tier") and (ii) that such offerings provided by such Migration Systems cumulatively contain in excess of six channels migrated from BST and/or CPST. 2. Any Superstation Tier offered by a Migration System shall be treated as a separate MPT. The initial price of such MPT will be based on the Current Rate of the Superstation Tier. Where neighboring TWC systems each offer an NPT or MPT consisting primarily of superstations and such NPT or MPT would be priced differently under the Commission's regulations and this Contract, an adjustment may be made between or among such Current Rates on a revenue neutral basis so that a uniform rate for such NPTs/MPTs may be established. In selecting services to be returned to a CPST in accordance with paragraph 3 below, the Migration System serving Charlotte, North Carolina and surrounding areas may move services from a Superstation Tier in an effort to achieve a more uniform Line-up among such adjacent NPTs and MPTs. All such uniformly priced NPTs/NPTs shall be subject to the price cap set forth in paragraph 7 below. 3. Any Migration System shall select services from the Preferred Tier(s) to return to a CPST so that the cumulative number of migrated services remaining on any Preferred Tier(s) and any Superstation Tier is no greater than six. The subscriber's bill shall be adjusted by no more than 25 cents per such channel returned to the CPST. The services not returned to a CPST from the Preferred Tier(s) shall be offered as a single MPT, separate from any Superstation Tier. The initial price of any such MPT will be based on the Current Rate of the Preferred Tier(s), reduced by an amount equal to the percentage of channels shifted to a CPST. Eligible Subscribers shall be issued a CPST Refund as reflected in Appendix A. 4. On its own nation, the Cable Services Bureau, consistent with the terms set forth herein, hereby reconsiders any Letter of Inquiry ("LOI") rulings involving any Migration System (LOI-93-24; LOI-93-32; LOI-93-47; LOI-93-48), and TWE-A/N hereby petitions to withdraw its Applications for Review of such LOI rulings and such petitions are hereby granted by the Commission. The principles in this Section III.D. relating to the unregulated treatment, for benchmark calculation purposes, of up to six migrated channels, as incorporated in such reconsidered LOI rulings, shall be binding on any LFA decision relating to BST rates charged by any Migration System. 5. On each of its systems which does not, as of the Publication Date, offer a collective offering of a la carte channels created between April 1, 1993 and September 30, 1994, TWC may move a maximum of four existing BST or CPST services to a single MPT per system. TWC will set the initial rate for any new MPT created pursuant to this paragraph at the same level, on a per channel basis, that is set for that franchise's CPSTs under the Contract. The rates for any BST or CPST from which such channels are moved shall be reduced on a per channel basis so that the initial creation of any such MPT shalt be revenue neutral. 6. TWC may not require the subscription to any tier, other than the BST, as a condition for subscribing to an MPT, and may not require subscription to an MPT as a condition for subscribing to a CPST. Because the restructuring involved in the creation of MPT(s) as described herein does not fundamentally change the service provided to subscribers, TWC will not be required to re-market any of the affected services to existing subscribers. Any services migrated may be offered on an a la carte basis as well as in a package. 7. For the period prior to April 1, 1997, the price of any MPT established pursuant to this Section III.D. may be adjusted solely to reflect unrecovered inflation and external cost increases, including that currently accrued but uncharged, in the manner permitted by the Commission's rules for CPSTs. There will be no limitation on the number of new services TWC may add to an MPT. The price of any such MPT may be increased to reflect new services added to the MPT by an amount not to exceed $.20 per added channel, plus the actual license fee(s) for the added channel(s). 8. On or after April 1, 1997, TWC may convert any MPT into an NPT, as defined in 47 C.F.R. ^U 76.987, including subsequent clarifications or amendments. Because customers will be able to subscribe to CPST(s) and an MPT on a stand-alone basis, as of April 1, 1997 the Commission will regulate MPT rates in the same manner in which the Commission currently regulates NPT prices. Such NPTs will be treated as all other NPTs under the Commission's rules, provided such NPT is offered without a buy-through requirement of any tier other than the BST. E. Customer Refunds and CPST Rate Reductions. Pursuant to the settlement of TWC's existing CPST rate cases as described in this section, TWC will provide Refunds, which in the aggregate total in excess of $4.7 Million, plus interest computed in accordance with FCC requirements for subscriber refunds, and shall implement CPST rate reductions, on the terms and conditions, and in the manner, set forth below. 1. In settlement of all CPST complaints involving the review of an FCC Form 393 and/or FCC Form 1200 submitted by TWC which are pending as of the Publication Date, TWC will provide a Refund to each Eligible Subscriber as set forth in Appendix A to this Contract. 2. TWC agrees to waive its right to a credit for the franchise fee paid to the LFA on the CPST Refund amount. 3. Communities which receive CPST reductions to Current Rates, in accordance with Section IiI.C.4. of this Contract, are set forth in Appendix A to this Contract. F. Infrastructure Upgrade Requirement. 1. Upgrade Requirement. TWC will upgrade all its cable systems so as to meet the following technical standards: each TWC cable system with a present capacity of at least 550 MHz will have a bandwidth capacity of at Least 750 MHz within five years after the Effective Date; all other TWC cable systems will have a bandwidth capacity of at least 550 MHz within five years after the Effective Date. At least 50% of all TWC subscribers will be served by a system with a capacity of at Least 750 MHz, of which at Least 200 MHz is expected to be allocated to digital distribution. Fiber-to-the-node architecture will be deployed to improve signal quality and reliability of such systems. At least 60% of the new analog services added during the term of the Contract will be added to the CPST and not to BST, NPT or NPT. On average (weighted by CPST subscribers), CPST service offered on the upgraded systems will contain at least 15 additional channels by the end of the Contract. TYC agrees to invest S4 Billion in capital costs in correction with the upgrade of its cable systems. At least 60% of all capital expended in connection with the upgrade commitment described herein shall be applied for the benefit of BST and CPST subscribers. TYC has selected, and will select, its systems to be upgraded without discrimination based on socio-economic status. 2. No Impairment Of Local Authority. Nothing herein shall restrict the legal authority of LFAs to negotiate upgrades for their particular franchise areas which exceed the scope of this Contract. 3. Reporting Requirements. No later than 90 days following the end of each calendar year during all of which the Contract is in effect, and within 90 days following the end of the last month following expiration of this Contract other than calendar year end, TWC will provide a progress report to the FCC, for the year or such shorter period then ended during which this Contract was in effect, setting forth the extent of progress TUC has made to upgrade systems in compliance with Section III.F.1.; the number of BST and CPST subscribers benefitting from such upgrades; system reliability and service improvements resulting from such upgrades completed during the previous calendar year; and TWC's projected system upgrade activities during the following year of the Contract. Such report will be served on each LFA. The FCC reserves the right to inspect the books and records of TwC and interview corporate employees for the purpose of determining compliance with this Contract. 4. CPST Rates Subject To Price Cap. a. Beginning January 1, 1996, TWC will be permitted to increase the monthly rates for the most highly penetrated CPST on each of its systems by $1.00 during each year of this Contract. These rate increases have been established at a level designed to recover solely those costs allocable to BST and CPST subscribers. b. During the life of this Contract, the only other permitted increases to CPST rates will be for inflation and increases in external costs. In particular, during the term of this Contract, TWC will not avail itself of any additional per-channel adjustment permitted by the Going Forward Rules for any programming services added to the CPST after the Effective Date hereof. Except as to TWC systems which had clready commenced a roll out of the addition of channels to CPST and associated per channel adjustments pursuant to the Going Forward Rules prior to the Publication Date, any per channel adjustments implemented pursuant to the Going Forward Rules by any TWC systems for services added by such systems after the Publication Date, but prior to the Effective Date, shall be netted against the initial CPST adjustment authorized by Section TII.F.4.a. above. Upon implementation of any such initial CPST adjustment, net of any per channel adjustment taken by such TWC systems which have added services after the Publication Date, such TWC systems will be allowed to concurrently adjust CPST rates to reflect any License fees not already passed through to subscribers associated with any such services added to such systems after the Publication Date. TWC will not seek to pass through to subscribers any additional capital costs relating to the upgrade requirement in this Contract pursuant to any provision of the Commission's rules, including, but not limited to, any rules or policies adopted by the Commission relating to the pass through of external costs, upgrade incentives, or cost-of-service. TYC reserves the right to seek to pass through additional capital costs associated with any upgrades specified by any franchise agreement, local law, regulation or ordinance which exceed the requirements of this Contract. Nothing herein shalt affect the ability of TYC to implement any New Product Tier ("NPT"), add channels to any such NPT, or establish rates for any such NPT, subject to the FCC Going Forward Rules, or to implement any MPT permitted by the terms of this Contract. 5. Failure To Meet Target. If TYC fails to meet the upgrade requirement so as to provide the bandwidth capacities described in Section III.F.1. of this Contract within the term provided for therein, the then existing CPST subscribers to the cable systems as to which such commitment has not been met will be entitled to refunds (in the form of prospective bill credits) of the increases (net of inflation and external cost adjustments) in CPST rates taken under Section III.F.4.a. of this Contract, plus interest computed in accordance with FCC requirements for subscriber refunds, and a liquidated damages penalty of 15% of such refund amount. 6. Adjustments To Systems Subject To Contract. a. TYC shall include any cable systems acquired from CVI within the provisions of this Contract, provided that the CPST settlement provisions of this Contract shall not apply until any applicable settlements are mutually agreed upon between TYC and the Commission. Addition of any other TYC systems within the provisions of this Contract shalt be subject to FCC approval, which will be expeditiously decided and not be unreasonably withheld. Each LFA representing any such system to be added to the provisions of this Contract shalt be served with a copy of the Contract and shalt be afforded a 45-day opportunity to opt out of the lifeline BST provisions in accordance with Section III.A.1.a. of this Contract. The provisions of this Contract will become effective as to any such additional system upon such notification to affected LFAs, which date shall become the Publication Date as to such system, and the provisions of this Contract shall extend for a period of five years from that date. b. In the event of a sale of any system during the period of applicability of this Contract, the purchaser may elect, with the concurrence of the FCC, for the provisions of this Contract to continue to apply to such system. Such FCC concurrence shall be expeditiously decided and not be unreasonably withheld. In the event the purchaser elects not to have the provisions of this Contract apply to any such system, the CPST subscribers to such system shall be eligible for the refunds calculated pursuant to Section III.F.S. in the event the upgrade commitment described in Section III.F.1. has not been completed prior to the consummation of such sale. C. The upgrade capital costs set forth in Section III.F.1. of this Contract shall be adjusted, as mutually agreed to by TWC and the Commission, to reflect any addition or deletion of systems subject to this Contract. The approval from the Commission of such adjustment shall be expeditiously decided and not be unreasonably withheld. G. BST And CPST Rate Stability. 1. In the event the FCC establishes regulations allowing annual adjustments to BST and CPST rates, with procedures designed to reduce regulatory Lag, TWC agrees to be bound by such regulations and to elect to adjust BST and CPST rates on an annual basis pursuant to such regulations, provided, however, TWC shall not be delayed in implementing its annual adjustments to CPST rates as set forth in Section III.F.4. due to regulatory Lag related to the BST rate approval process. 2. TWC will not elect to file cost-of-service showings to justify BST or CPST rate levels above the level authorized by this Contract for any system subject to this Contract for the term hereof. H. Additional Consumer Benefits. 1. Service To Public Schools. a. TWC shall offer service connections at one outlet in 100% of the public schools (Grades K-12) located within 200 feet from the activated plant of its cable systems. Such connections will be made free of charge and as promptly as possible to all such schools requesting connections. TWC will offer such service connections to any other such public schools located within its franchised service areas at Cost. If any internal wiring installation is requested to serve additional outlets in such schools, it will be provided at TWC's Cost of materials and labor at the applicable Hourly Service Charge; provided, however, that such internal wiring will be provided without charge if TWC is able to coordinate with other comparable electrical wiring installation in cases of new construction or substantial rehabilitation of existing schools. Any such public school may elect to install its own internal wiring and to bear the cost thereof. BST and CPST service will be provided to each outlet in such schools free of any charges. b. TWC shall offer service connections, including any requested internal wiring for additional outlets, a ri vote secondary School as ckfined by, and which r e the Elementarya c Edue 'on A t of 1965 20 U S C ^U 241a et seq_ w)d which is Located within 200 feet from the activated plant of its cable systems. BST and CPST service will be provided to each outlet in such schools free of any charges. TWC wilt offer such service connections to any other such private Secondary Schools Located within its franchised service areas at Cost. Any such private Secondary School may elect to install its own internal wiring and to bear the cost thereof. C. TWC will provide a free monthly educational program listing to each connected school. Additional copies of such program listings will be provided, if requested by a school, at Cost. Such educational program listing will identify and describe programming on the TWC system that is appropriate for use in the classroom and wilt provide suggested curriculum support ideas. d. TWC will develop and provide to connected schools materials for teachers that explain the educational applications of TWC's broadband cable systems. The materials will include a self-explanatory notebook and video. One copy of such materials will be provided at no charge to all school districts with connected schools in franchise areas served by TWC. Additional copies of such materials will be provided, upon request, at Cost. e. Upon successful development by.TWC and Time Inc. of an on- line service for personal computers, TWC will provide each connected school with a free connection to this on-line service to the extent it is available on the Local TWC cable system. Upon request, each connected school will receive one free modem and free access to the TWC/Time Inc. on-Line service for use during the school year. Additional modems will be made available, upon request, at Cost. Free access to the TWC/Time Inc. on-Line service will be provided through each such modem for use during the school year. In addition, TWC will sponsor a workshop in each franchise area to educate teachers about the TWC/Timms Inc. on-Line service and to provide them with an opportunity for hands-on training. f. To the extent a Local franchise agreement contains an obligation to provide connections to schools as agreed to herein, TWC agrees not to seek to recover any such costs for these connections as external or other costs. 2. Home Wiring. a. Prior to a customer's termination of cable service, TWC wilt not restrict the ability of a customer to remove, replace, rearrange or maintain any cable wiring located within the interior space of the customer's dwelling unit, so tong as such actions do not interfere with the ability of such TWC system to meet FCC technical standards or to provide services to, and collect associated revenues from, that customer or any neighboring customer in a multiple dwelling context. b. TWC will provide customers with a notification upon commencement of service, and annually thereafter, advising them of their rights relating to home wiring. Such notice wilt advise customers that they may either (i) remove, replace, rearrange or maintain the home wiring themselves, (ii) select a qualified third party contractor, or (iii) request the TWC system provide such service at standard hourly installation rates, plus materials at Cost. C. Such notice will inform customers that if any home wiring is improperly installed or rearranged by anyone other than TWC, and any harmful or improper signal leakage occurs as a result, the customer may be held responsible for the Cost of rectifying the problem. Pursuant to FCC rules, TWC recognizes that it is required to terminate service to any location where signal leakage problems are not corrected. d. TWC customers will be encouraged to use high quality home wiring materials to avoid signal leakage and to maintain signal quality. Such notice will offer to supply such materials to subscribers at Cost. e. TWC will provide a model of this notice to the FCC for approval prior to its dissemination to its customers, such approval not to be unreasonably withheld. I. Miscellaneous Provisions. 1. Modification And Termination. a. Except as otherwise provided herein, this Contract may not be terminated or modified without the mutual agreement of TWC and the Commission. b. TWC may petition the Commission to modify or terminate this Contract based on any relevant change in applicable laws, regulations or circumstances. TWC will serve a copy of any such modification or termination petition, and the FCC Public Notice relating thereto, on the LFAs for the affected systems. In no event shall TWC be required to make more than one mailing to each LFA for any given modification or termination request. Interested persons wilt have 30 days after the FCC releases an appropriate Public Notice to comment and 15 days for reply comments before the FCC acts on any such TWC petition. The FCC's consent to any such termination or modification petition shall be demonstrated by an order issued by the FCC's Cable Services Bureau or at the FCC's option by the Commission itself. The FCC shall act expeditiously on such petition and grant of the petition shall not be unreasonably withheld. C. In the event of any changes to the provisions of the Act or any material changes to the FCC rules thereunder relating to rates (BST, CPST or equipment) that are favorable to TWC, any TWC system may elect to be relieved from the relevant rate provisions (Sections III.A.2., III.A.3., III.B., III.D., III.F.4. and III.G.) of this Contract accordingly, but shall remain bound by all other provisions of this Contract. In the event any such system elects to be relieved from such contract provisions in favor of such favorable regulatory provisions such system wilt only be allowed to recover any incremental amount that results under such favorable regulatory provisions in excess of any amount already recovered pursuant to Section III.F.4.a. of this Contract. Nothing herein shall restrict the ability of any TWC system to adjust CPST rates in the event CPST rates are not regulated based upon changes to the Act or FCC regulations. d. The Commission expressly recognizes that TWC has relied on the current federal taw and FCC regulations governing cable television programming and rates in entering into this Contract, and that the Contract represents an accommodation between the FCC and TWC that generates substantial public interest benefits. Consequently, the Commission agrees not to find any CPST or equipment rate adjustments implemented in accordance with this Contract to be "unreasonable" under any subsequently-modified FCC regulations or under any subsequently-modified applicable statute, to the extent the Commission has discretion under such statute in determining whether any such rate adjustments are unreasonable. 2. Authority To Enforce Contract. a. Nothing in this Contract shall restrict the ability of LFAs to enforce the provisions of otherwise valid local franchise agreements, local laws, regulations and ordinances that are not the subject of or affected by the terms of this Contract, except that LFAs my not regulate rates or order refunds for the services and equipment subject to this Contract except in accordance with the terms of this Contract. Nothing herein shall affect the enforceability of any otherwise valid preexisting local franchise agreement, ordinance, local law or regulation which provides benefits which exceed those provided in this Contract relating to system upgrades or the wiring of schools, nor shall LFAs be restricted in their authority to negotiate for such additional benefits after the Effective Date of this Contract. It is not the intent of either the FCC or TWC that this Contract create any judicially enforceable rights in any other parties. This Contract shall be enforceable against TYC by the FCC exclusively and no other party my seek to enforce this Contract as a third party beneficiary or otherwise, except that subscribers to TYC systems which increase their CPST rates will still have the right to file complaints with the FCC to the extent permitted under applicable FCC rules. b. For purposes of the Commissions authority to enforce any provision of this Contract against TYC, including enforcement actions brought in U.S. District Court, TYC agrees that any breach of this Contract by TYC shall be considered the equivalent of a violation of an order of the FCC, entitling the Commission to exercise any rights and remedies attendant to they enforcement of a Commission order. However, aside from this limited purpose, TYC and the FCC agree that a breach of this Contract by TYC is not to be considered by any other party as the equivalent of a violation of an otherwise-valid FCC regulation or FCC order. In particular, any failure to comply with this Contract shall not be a basis for any denial of a franchise renewal by, or other enforcement action of, any LFA. 3. All Necessary Waivers And Preemptions Deemed Granted. a. In addition to the specific waivers of the Commission's rules identified in the Contract, the Commission order adopting this Contract shall affirmatively state that any and all waivers of the Commission's rules, and any and all modifications to Commission forms, necessary to effectuate the terms of this Contract are deemed to be granted thereby. The Commission finds that the concurrent exercise of non-federal regulatory authority over the subject matter of this Contract is an impermissible interference with the FCC's regulatory authority and with its ability to accomplish its objectives in entering into this Contract. Accordingly, the Commission hereby expressly preempts any state or local law, regulation, ordinance or franchise that is inconsistent or conflicts with this Contract. The Commission will not assert in any proceeding that TWC's compliance with the terms of the Contract violates any Commission rule or order and, in any proceeding before the Commission brought by a third party, a showing by TWC that it has complied with the terms of the Contract shall constitute a defense to any claim that TWC's actions in meeting the terms of the Contract constitute a violation of any applicable Commission rule or order. b. CPST rate increases referenced in Section III.F.4. of this Contract will not be subject to prior FCC approval pursuant to Section 76.960 of the FCC rules or otherwise, even if an adverse decision has been issued by the FCC as to any TWC CPST rate in the year prior to the Publication Date. Subscribers to TWC systems which increase their CPST rates still have the right to file complaints with the FCC to the extent permitted under applicable FCC rules. 4. Effect On Other Proceedings. a. The Commission agrees that it will not institute, on its own motion, any proceedings against TWC based upon the information obtained during the consideration of the Contract. In addition, in the absence of additional facts, the Commission agrees that any allegations and other circumstances involved in consideration of this Contract or settlement of the pending rate cases will not be used against TWC with respect to any future proceedings at the Commission. Nor may they be used against TWC as evidence of any refund Liability due subscribers in any proceeding conducted by any LFA. b. This Contract is intended to resolve the CPST complaints being settled in accordance with Section III.C.; to provide certainty regarding the CPST rate adjustments determined to be reasonable in accordance with Section III.F.4., and to otherwise cover those mutters expressly set forth herein. The Commission and TWC acknowledge the existence of various lawsuits to.which they are both parties. The Commission and TWC agree that this Contract shall have no effect on any pending Lawsuit to which TWC is a party or, subject to Section III.I.7., on any future challenges to the Commission's regulatory authority that TWC my elect to initiate, other than a challenge to the Commission's regulatory authority to enter into and enforce this Contract. C. The Commission expressly recognizes that this Contract is of limited duration and scope, and may be modified or terminated before its term has ended as provided for in Section III.I.1. of this Contract. Accordingly, the Commission and TWC agree that this Contract does not moot any LegaL challenge or defense relating to any provision of the Act or to the Commission's regulatory authority that TWC has brought or may bring in the future, other than a challenge to the Commission's regulatory authority to enter into and enforce this Contract. The Commission will not seek to dismiss any such legal challenge on grounds that this Contract renders such challenge moot and will actively oppose any assertion in court that this Contract moots any such challenge. 5. No Admission of Wrongdoing. This settlement is without a finding by the Commission of any wrongdoing by TWC or any of its systems, subsidiaries or affiliates. Neither this Contract nor any aspect of the settlement contained herein constitutes an admission by TWC of any violation of, or failure to conform to or comply with, any law, rule or policy applicable to TWC or any of its systems, subsidiaries or affiliates. 6. Contract In Public Interest. In consideration of the Commission entering into this Contract, and resolving and terminating pending CPST cases and complaints in accordance with the terms of this Contract, TWC hereby agrees to the terms, conditions and procedures contained in this Contract. TWC and the Commission each acknowledge that it believes this Contract, and the terms, conditions and procedures hereof, provide for and will facilitate a fair and expeditious resolution of the cases and complaints that are the subject hereof in a manner that serves the public interest. 7. Legal Challenges. a. TWC waives any right it may have to any judicial review or appeal, or any other right to otherwise challenge or contest the validity of any order by the Commission adopting this Contract, or to use this Contract as evidence in any such proceeding. TWC agrees that the provisions of this Contract shall be incorporated by reference in the Commission's order formally approving this Contract. TWC and the Commission agree that they will each actively defend, before any forum, any Commission order adopting the provisions of this Contract against any appeal of or other legal challenge by any third party to any such order. TWC and the Commission each agree that they will reasonably cooperate with the other in any such defense of the Contract and any such order. b. If the Commission, or the United States on behalf of the Commission, brings an action in any United States District Court to enforce the terns of any Commission order adopting this Contract, TWC agrees, subject to the terms of the immediately preceding paragraph, that it will not contest the validity of such Commission order, or the Commission's authority to enter into the Contract. TWC reserves the right, in defense of such an enforcement action, to demonstrate that it has complied with the provisions of the Contract or to assert its own interpretation regarding any performance obligations imposed by the Contract which may be subject to dispute. B. Effective Date And Term. a. The term of this Contract shall commence on the Effective Date and, subject to Section III.I.1, above regarding modification and termination and Section III.F.6. above regarding adjustments to systems covered, shall continue in effect for five (5) years. b. TWC and the Commission agree to execute this Contract as of the Effective Date promptly upon issuance by the Commission of an order approving this Contract. C. The Commission and TWC expressly acknowledge and agree that the effectiveness of this Contract is contingent upon resolution and termination of TYC,'s CPST proceedings; issuance by the Commission of an order approving the Contract, and TWC's compliance with the terms, conditions, and procedures set forth in the Contract. If this Contract is not approved by Commission order and accepted by TWC, or if the Contract is otherwise rendered invalid, in whole or in part, by final order of any court of competent jurisdiction, the Contract or such part may not be used in any fashion by the FCC in any legal proceeding. d. TWC may commence any necessary or appropriate actions to initiate the rate adjustment processes embodied in this Contract at any time after the Effective Date, provided, however, as to any system listed on Appendix A, TWC shall not implement any rate adjustment pursuant to Section III.F.4.a. of this Contract unless the Refund provided for in Section III.E. has been issued as to such system, or the issuance of such Refund begins simultaneously with such rate adjustment. All Refunds will be issued within six months of the first rate adjustment implemented pursuant to Section III.F.4.a. To facilitate prompt initiation of the refunds and rate adjustments authorized by this Contract, any local franchise agreement or any state or local law or regulation is preempted on a one-time basis to the extent that it requires TWC to give advance notice of rate and service changes to subscribers. Such notice shall be provided by the best means practicable, such as newspaper announcements and/or on-screen messages. Such preemption shall be limited to the period prior to February 1, 1996. If TWC is unable to commence implementation of such refunds and rate adjustments by January 1, 1996, but commences such implementation on or before February 1, 1996, it shall provide at least thirty days notice to LFAs and subscribers. If any subscribers cancels his or her subscription to the relevant CPST within thirty days after the date of the first bill reflecting the CPST adjustment authorized by this Contract, TWC will refund to that subscriber the incremental amount attributable to such increase. 9. Public Notice. The Commission will issue promptly a Public Notice in which the Commission proposes to adopt the Contract as a final order, and shall provide interested parties with thirty (30) days to comment on the Contract and an additional fifteen (15) days in which to file reply comments. 10. Force Majeure. TYC shall not be deemed in breach of its commitments under this Contract in the event of any delay or failure in performance by any TYC system from any cause beyond its reasonable control and without its fault or negligence, including, but not limited to, acts of God, acts of civil or military authority, government regulations, embargoes, epidemics, war, terrorist acts, riots, insurrections, fires, explosions, earthquakes, nuclear accidents, floods, strikes, power blackouts, unusually severe weather conditions, or inability to secure Local permits after all diligent efforts by TYC to secure such permits. 11. SeverabiLity. If any provision, clause or part of this Contract is invalidated by order of any court having proper jurisdiction over the subject matter of this Contract, the reminder of this Contract shall not be affected thereby and shall remain in full force aid effect; provided, however, that, if either party reasonably determines that such invalidation is material to this Contract, the parties shall negotiate in good faith to reconstitute the Contract in a form that is, to the maximum extent possible, consistent with both the original intent of both parties in entering into this Contract and the rationale of such invalidation order. 12. Entire Understanding. This Contract and its appendices, as either or both may be amended in accordance with the terms herein, constitute the entire agreement between TWC and the Commission with respect to the subject matter of this Contract and supersede aLL prior agreements and understandings, whether oral or written, between TWC and the Commission with respect to the subject matter of this Contract. No representation, warranty, promise, inducement, or statement of intention has been made by TWC or the Commission which is not embodied in this Contract, and neither party shall be bound by, or be liable for, any alleged representation, warranty, promise, inducement, or statement of intention not embodied in this Contract or its appendices. IN WITNESS WHEREOF, this Social Contract has been duly executed and delivered by or on behalf of the parties hereto as of the Effective Date as defined herein. TIME WARNER ENTERTAINMENT COMPANY, L.P. FEDERAL COMMUNICATIONS COMMISSION By: By: Name: Name: Title: Title: TWI CABLE INC. By: Name: Title: TIME WARNER ENTERTAINMENT- ADVANCE/NEWHOUSE PARTNERSHIP By: Time Warner Entertainment Company, L.P. Managing Partner By: Name: Title:2838 1.51 APPENDIX A COMMUNITY CUID REFUND Rockledge. . . . . . . . .FL0007 . . . . . . . . . S5,171 Indian Harbor Beach . . . . . . .FL0009 . . . . . . . . . .2,384 Melbourne. . . . . . . . . . . . .FLOO13 . . . . . . . . . 14,362 Melbourne. . . . . . . . . . . . .FLOO14 . . . . . . . . . 30,759 Volusia County . . . . . . . . . .FLG015 . . . . . . . . . 12,505 Palm Bay*. . . . . . . . . . . . .FLOO17 . . . . . . . . . 89,135 West Melbourne . . . . . . . . . .FL0021 . . . . . . . . . .2,198 Cape Canaveral . . . . . . . . . .FLO163 . . . . . . . . . .1,557 Melbourne. . . . . . . . . . . . .FLO165 . . . . . . . . . . 717 Orlando. . . . . . . . . . . .FLO181 . . . . . . . . . 18,770 St. Petersburg . . . . . . . . . .FLO196 . . . . . . . . . 63,508 Brooksville. . . . . . . . . . . .FLO240 . . . . . . . . . .3,270 Orlando. . . . . . . . . . . . . .FL0252 . . . . . . . . . 34,089 Lakeland . . . . . . . . . . . . .FL0290 . . . . . . . . . .6,200 Brooksville. . . . . . . . . . . .FL0312 . . . . . . . . . .6,500 Brooksville. . . . . . . . . . . .FL0314 . . . . . . . . . .8,217 Sandford . . . . . . . . . . . . .FLO322 . . . . . . . . . 14,787 Brooksville. . . . . . . . . . . .FL0597 . . . . . . . . . .3,107 Be l l evi ew. . . . . . . . . . . . .FLO622 . . . . . . . . . .7,763 Salem. . . . . . . . . . . . . . .MA0063 . . . . . . . . . 11,274 Melrose. . . . . . . . . . . . . .MA0097 . . . . . . . . . .5,080 Stoneham . . . . . . . . . . . . .MA0101 . . . . . . . . . . 322 Kansas City. . . . . . . . . . . .M00198 . . . . . . . . . 78,801 Jackson* . . . . . . . . . . . . .MS0080 . . . . . . . . .164,400 Clinton* . . . . . . . .MS0128 . . . . . . . . . 54,208 Salisbury, including:. . . . . . .N00015 . . . . . . . . . 22,981 East Spencer. . . . . . . . . .NCO285 Spencer . . . . . . . . . . . .NCO158 Granite Quarry. . . . . . .NCO407 Rowan County (central). . . . .MC0385 Rockwell. . . . . . . . . . . .MC0677 Faith . . . . . . . . . . .NCO676 Cleveland . . . . . . .NC0574 Wilmington, including: . . . . . .N00016 . . . . . . . . .106,115 Wrightsville Beach. . . . . . .N00041 New Hanover County. . . . . . .NCO140 Leland. . . . . . . . . . . . .N CO695 Navasa. . . . . . . . . .MC0692 Shelby, including: . . . . . . . .N00027 . . . . . . . . . 20,516 Cleveland County. . . . . . . .NCO279 Polkville . . . . . . . . . . .NC0521 *CPST rate reduction required. Patterson Springs . . . . . . .MC0522 Lawndale. . . . . . . . . . . .NC0523 Fallston. . . . . . . . . .NC0524 Boiling Springs . . . . . . . .NC0529 Grover. . . . . . . . . . . . .MC0694 Earl. . . . . . . . . . . . . .NCO693 Waco. . . . . . . . . . . . . .N CO756 Lattimore . . . . . . . . . . .NCO757 Mooresboro. . . . . . . . . . .NCO816 Belwood . . _ . . . . . . . . .NCO839 Casar . . .MC0843 Wilmington-Southport, including: .NC0167 . . . . . . . . . 29,732 Caswell Beach . . . . . . . . .NCO228 Holden Beach. . . . . . . . . .NCO294 Long Beach. . . . . . . .NCO227 Ocean Isle Beach. . . . . . . .NCO270 Yaupon Beach. . . . . . .NCO172 Boiling Springs Lakes . . . . .NCO862 Brunswick County. . . . . . . .NCO229 Morehead City, including:. . . . .NCO168 . . . . . . . . . 39,706 Atlantic Beach. . . . . . . . .NCO197 Beaufort. . . . . . . . . . . .NCO196 Cape Carteret . . . . . . . . .NCO200 Cedar Point . . . . . . . . . .NCO815 Carteret County . . . . . . . .Nc0202 Emerald Isle. . . . . . . . . .NCO199 Newport . . . . . . . . . .NCO201 Pine Knoll Shores . . . . . . .NCO198 Swansboro . . . . . . . . .MCO203 Indian Beach. . . . . . . . . .NCO282 Onslow County . . . . . . . . .NC0384 Craven County . . . . . . . . .NCO205 Havelock. . . . . . . . . . . .MC0170 Maysville . . . . . . . . .NC0585 Pollocksville . . . . . . . . .Nc0583 Jones County. . . . . . . .MC0584 Kannapolis, including: . . . . . .MC0193 . . . . . . . . . 41,358 Cabarrus County . . . . . . . .NCO174 China Grove . . . . . . . . . .NCO284 Concord . . . . . . . . . . . .MC0173 Harrisburg. . . . . . . . . . .MCO287 Landis. . . . . . . . . . . . .NCO288 Rowan County. . . . . . . . . .NCO194 Mt. Pleasant. . . . . . . . . .NC0455 Albemarle, including:. . . . . . .NCO286 . . . . . . . . . 15,990 Stanly County . . . . . . . . .NC0515 Norwood . . . . . . . . . .NC0519 Mt. Gilead. . . . . . . . . . .MC0530 Locust. . . . . . . . . . . .MC0518 Richfield . . . . . . . . . . .NC0508 Oakboro . . . . . . . . . . . .MC0517 New London. . . . . . . . . . .NC0507 Stanfield . . . . . . . .NCO520 Mecklenburg, including:. . . . . .NCO405 . . . . . . . . .121,204 Charlotte . . . . . . . . . . .MC0755 Mint Hi l l . . . . . . . . . . .MC0504 Pineville . . . . . . . . . . .MC0505 Matthews. . . . . . . . . . . .MCB691 Weddington. . . . . . . . .MC0720 Lancaster County. . . . . . . .SCO372 Cabarrus County . . . . .MC0174 Yilmington-Burgaw, including:. . .NCO408 . . . . . . . . . .8,719 Pender County . . . . . . . . .MC0409 Yeddington . . . . . . . . . . .NCO720 . . . . . . . .3,042 Lincoln. . . . . . . . . . . . .ME0032 . . . . . . . . .233,263 Nashua ludi . . . . . . . .NH0034 . . . . . . . . . 60,935 Fort Lee, incng. . . . . . . .NJO082 . . . . . . . . .129,719 Cliffside Park. . . . . . . . .NJO232 Edgewater . . . . . . . . . . .NJO092 Englewood . . . . . . . . .NJ0251 Englewood Cliffs. . . . . . . .NJ0208 Fairview. . . . . . . . . . . .NJO253 Guttenberg. . . . . . . . . . .NJ0338 Leonia. .NJO431 Little Ferry. .NJ0339 Moonachie . . . . . . . .NJO427 Palisades Park. . . . . . . . .NJ0252 Ridgefield. . . . . . . . .NJ0203 Ridgefield Park . . . . . . . .NJ0254 Teterboro . . . . . . . . . . .NJO484 Upper Manhattan* . . . . . . .NY0104 . . . . . . . . .599,837 Binghamton, including: . . . . . .NY0133 . . . . . . . . .219,198 Town of Binghamton. . . . . . .MY0132 Chenango. . . . . . . . . . . .MY0134 Conklin . . . . . . . . . . . .MY0135 Dickinson . . . . . . . . . . .NY0136 Fenton. . . . . . . . . . . .MY0137 Kirkwood. . . . . . . . . . . .NY0139 *CPST rate reduction required. Maine . . . . . . . . . . .NY0251 Nanticoke . . . . . . . . . . .NY0983 Owego . . . . . . . . . . . . .NY0403 Union . . . . . . . . . . . . .NY0402 Vestal. . . . . .NY0260 Newark Vly. . . . . .NY1650 Endicott. . . . . . . . . . .NY0249 Johnson City. . . . . . . . . .NY0138 Port Dickinson. . . . . . . . .NY0140 Lower Manhattan. . . . . . . . . .NY0234 . . . . . . . . .180,360 Co l oni e. . . . . . . . . . . . . .MY0336 . . . . . . . . . .4,219 Albany . . . . . . . . .MY0338 . . . . . . . .6,141 E. Syracuse, including:. . . . . .MY0329 . . . . . . . .300,822 Brutus. . . . . . . . .NY0955 Town of Camillus. . . . . . . .NY0333 Town of Cato. . . . . . . . . .NY1501 Cicero. . . . . . . . . . . . .NY0372 Clay. . . . . . . . . . . . . .MY0373 De Witt . . . . . . . .NY0328 Town of ELbridge. . . . . . . .MY0883 Geddes. . . . . . . . . . . . .NY0327 Ira . . . . . . . . . . . . . .MY1504 LaFayette . . . . . . . . . . .NY0881 Lysander. . . . . . . . . .MY1367 Town of Manlius . . . . . . . .MY0330 Town of Marcellus . . . . . . .NY0847 Mentz . . . . . . . . . . . . .NY1366 Onondaga. . . . . . . . . . . .NY0707 of i sco. . . . . . . . . . . . .MY 1533 Pompey. . . . . . . . . . . . .N Y 1057 Salina. . . . . . . . . . . .NY0346 Skaneateles . . . . . . . . .NY1211 Town of Tully . . . . . . . . .NY1368 Van Burken. . . . . . . .NY0715 Village of Camillus . . . . . .NY0334 Village of Cato . . . . . . . .NY1503 Village of Elbridge . . . . . .NY0884 Fayetteville. . . . . . . . . .NY0332 Jordan. . . . . . . . . . . .NY0882 Liverpool . . . . . . . .NY0326 Village of Manlius. . . . . . .NY0369 Village of Marcellus. . . . . .NYD848 Meridian. . . . . . . . . . . .NY1502 Minoa . . . . . . . . . . . . .NY0331 N. Syracuse . . . . . . . . . .NY0546 Phoenix . . . . . . . . . . . .NY0720 Port Byron. . . . . . . . . . .NY0981 Solvay. . . . . . . . . .MY0671 Village of Tully . . . . . . .MY1194 Weedsport . . . . . . . . . .NY0915 Troy, including: . . . . . . . . .NY0352 . . . . . . . . .182,844 Cohoes. . . . . . . . . . .NY0582 Nechanicville . . . . . . .NY0643 Brunswick . . . . . . . . .NY05D9 Clifton Park. . . . . . . . . .NY0668 E. Greenbush. . . . . . . . . .NY0596 Halfmoon. . . . . . . . . . . .NY0742 Pittstown . . . . . .NY1534 Town of Schaghticoke. . . . . .NY0796 Town of Stillwater. . . . . . .NY0836 Town of Waterford . . . .NY0589 Village of Schaghticoke . . . .NY0996 Village of Stillwater . . . . .NY0837 Valley Falls. . . . . .NY1167 Village of Waterford. . . . . .NY0588 Penfield . . . . . . . . . . . . .NY0414 . . . . . . . . . .6,662 Gates. . . . . . . . . . . . . . .MY0415 . . . . . . . . . .5,089 Greece . . . . . . . . . . . . . .NY0416 . . . . . . . . . 21,079 Rochester. . . . . . . . . . . . .NY0769 . . . . . . . . . 42,908 Ogden• • . . . . . . . . . . .NY1062 . • . .2,704 Brooklyn/Queens* . . . . . . . . .NY1340, 1280, 1281, 14021,210,552 I rondequoi t. . . . . . . . . . . .NY0751 . . . . . . . . . 13,789 Perinton . . . . . . . . . . . . .NY0413 . . . . . . . . . .9,787 Brighton . . . . . . . . . . . . .NY0764 . . . . . . . . . .8,071 Columbus .OH0239 . . . . . . . . . 32,330 Westerville. .OH0517 . . . . . . . . . .3,727 Columbus . . . . . . . . . . . . .OH0532 . . . . . . . . . .1,703 Reading. . . . . . . . . . . . .PA0006 . . . . . . . . . 34,753 Sh i l l i ngton. . . . . . . . . . . .PA0011 . . . . . . . . . .1,821 Monroeville* . . . . . . . .PA1775 . . . . . . . . . 25,324 Florence, including: . . . . . . .S00015 . . . . . . . . . 97,072 Darlington. . . . . . . . . .S00014 Darlington County . . . . . . .SCO115 Florence County . . . . . . . .S00057 Quinby. . . . . . . . . . .SC0191 Timmonsville. . . . . . . . . .SCO192 Sumter, including: . . . . . . . .S00017 . . . . . . . . . 58,020 Shaw AFB. . . . . . . . . . . .SCO102 Sumter County . . . . . . . . .SCO116 *CPST rate reduction required. Pinewood. . . . . . . . . . . .SCO390 MayesviLLe. . . . . . . . . .SCO431 Austin . . . . . . . . . . .TX0029 . . . . . . . . .111,633 Wichita falls. . . . . . . . . . .TX0483 . . . . . . . . . 16,033 Leander. . . . . . . . . . . . . .TX 1422 . . . . . . . . . .7,533 Reston . . . . . . . . . . .VA0046 . . . . . . . . . 17,421 WiLLiamsburg*. . . . . . . . . . .VA0074 . . . . . . . . . 23,940 Green Bay. . . . . . . . . . . . .WI0234 . . . . . . . . . 37,857 Greenfield . . . . . . . . . . . .WI0323 . . . . . . . . . .4,903 Halets Corner. . . . . . . . . . .WI0420 . . . . . . . . . .1,823 Charleston . . . . . . . . . . . .WV0104 . . . . . . . 5,762 $4,768,081 *CPST rate reduction required. 28381.51 r APPENDIX B REGIONAL ECUIPMENT AREAS Appleton/Green Bay, WI Milwaukee, WI Bakersfield, CA Minneapolis, MN Birmingham, AL National Division - East Boston, MA National Division - West Eastern Pennsylvania Division Maine Division Florida Divisions New York City Division Hawaii Division New York State Divisions Illinois/Indiana Division North Carolina Divisions Indianapolis, IN Ohio Divisions Jackson/Monroe, MS Portland, OR Kansas City, MO San Diego, CA Lincoln, NE Shreveport, LA Los Angeles, CA Texas Divisions Memphis, TN Western Pennsylvania Division EXHIBIT C PARAGON CABLE INITIAL PROGRANWNG KTCA PBS DISCOVERY CHANNEUMEU NOSTALGIA TV/ PAY-PER VIEW" CNN KLGT WB MIND EXTENSION UNIVERSI7Y/PAY- PER VIEW4 WCCO CBS ESPNZ** SHO ilME 18Z KSTP ABC CNBC HBO 18T MQN TNN THE USNEY TTB , BRAVO it'iivMNEL* CrSPAN VH1 THE MOVIE CHANNEL* WSP UPN A&E CINBAW WFTC FOX AMC LIFETIME KARE NBQ COMEDY CENTRAL MSC..,MIDKEST WGN_ EDUCATIONAL ACCESS SPORTS CHANNEL KTCI PBS PUBLIC ACCESS BET.-BLACK ENTERTAINMENT TV THE HISTORY CHANNEL** GOVERNMENT ACCESS THE KEATHER CNN HEADLINE NEWS EDUCaAnONAL CHANNEL CHANNEL ESPN NICKELODEAN QVC USA NETWORK THE FAMILY CHANNEL EWTN/TBAWJT SCI-Fi CHANNEL THE!EARNING CHANNEL MTV SNEAK PREVIEW/VALUEVISION KVBM HSU PREVUE CHANNEL CMT X>U INDEPEVDEff C-SPIN 21 PAY-PER VIEWt TNT UNIVISION/PAY-PER VIEW BASIC: CHANNELS ARE UNDERLINED •OPTIONAL PREMIUM SERVICE LIMITED PACKAGE/OPTIONAL ITALIC "ADDED VALUE PACKAGE STANDARD PACKAGE/OPTIONAL- BOLD CHANNEL LINE-UP AS OF NOVEMBER 1, 1996 Note: The above represents services carried as of November 1, 1996,and is provided for informiational purposes only.Some services listed are available only with subscription to a higher level of service and/or pay-per-view channels are available on a per event basis.All programming decisions shall be at the sole discretion of the Grantee.