HomeMy WebLinkAbout12/01/14 08 Meeting Location: Municipal Center
City of W.Wiley 7100 147th Street West
Apple Valley, Minnesota 55124
TELECOMMUNICATIONS ADVISORY COMMITTEE REGULAR MEETING AGENDA
December 1, 2014 - 7:00 P.M.
1. Called Meeting to Order
2. Approved Agenda
3. Audience—No one requested to speak.
4. Approved Minutes of September 8, 2014 Regular Meeting
5. Regular_ Agenda Items:
A. Reviewed 4th Quarter Complaints
B. Reviewed 4th Quarter Activities Report
C. Received Franchise Renewal Update
D. Recommended Franchise Transfer of Ownership
E. Recommended Extension of Franchise Agreement
F. Viewed Council and Control Room Equipment Upgrades
G. Received Annual IT Update
H. Approved 2015 Meeting Schedule
6. Informational Items
A. Reviewed FCC Rulemaking and Other Franchise Issues
B. Reviewed E-Commerce and Business Development Issues
C. No Other Staff and Committee Updates
7. Adjourned
NEXT REGULARLY SCHEDULED MEETING:
Monday March 2, 2015 7:00 p.m. (Regular)
08 Meeting Location: Municipal Center
City of W.Wiley 7100 147th Street West
Apple Valley, Minnesota 55124
TELECOMMUNICATIONS ADVISORY COMMITTEE REGULAR MEETING
TENTATIVE AGENDA
December 1, 2014 - 7:00 P.M.
1. Call to Order
2. Approval of Agenda
3. Audience - 10 Minutes Total Time Limit - For Items NOT on this Agenda
4. Approval of Minutes of September 8, 2014 Regular Meeting
5. Regular_ Agenda Items:
A. 4th Quarter Complaints
B. 4th Quarter Activities Report
C. Franchise Renewal Update
D. Consider Franchise Transfer of Ownership
E. Consider Extension of Franchise Agreement
F. Annual IT Update
G. Approve 2015 Meeting Schedule
6. Informational Items
A. FCC Rulemaking and Other Franchise Issues
B. E-Commerce and Business Development Issues
C. Other Staff and Committee Updates
7. Adjourn
NEXT REGULARLY SCHEDULED MEETING:
Monday March 2, 2015 7:00 p.m. (Regular)
Telecommunications Advisory Committee
City of Apple Valley
September 8, 2014
7:00 P.M. Municipal Center
Minutes
1. Call to Order
Chair Westbrook called the meeting to order at 7:00 p.m.
Members Present: Rollin Bible, Jerry Brown, Scott Hugstad-Vaa, Dale Rodell,
David Westbrook
Members Absent: John Magnusson
Others Present: Charles Grawe
2. Approval of Agenda
MOTION: Mr. Brown moved, second by Mr. Hugstad-Vaa,to approve the agenda as
presented. Motion passed 5 —0.
3. Audience Items
There were no audience items.
4A. Approval of Minutes of June 2, 2014 Regular Meeting
MOTION: Mr. Bible moved, second by Mr. Brown,to approve the minutes of June 2,
2014 as presented. Motion passed 5 —0.
4B. Approval of Minutes of July 21, 2014 Special Meeting
MOTION: Mr. Hugstad-Vaa moved, second by Mr. Brown,to approve the minutes of
July 21, 2014 as presented. Motion passed 5 —0.
5A. 3rd Quarter Complaints
Mr. Grawe reported three line burial complaints. He said he expects complaints on the
need for digital decoding boxes when Charter makes its transition from analog to digital
signals. The Committee members noted that customers are able to get one decoding box
for free, but expressed concern that the company may not be prepared for the large
number of customers with multiple television sets requiring many boxes.
5B. 3rd Quarter Activities Report
Mr. Grawe reported that most of the quarter was dedicated to updating the control room
equipment at the three city halls.
5C. Franchise Renewal Update
Mr. Grawe reported no significant progress on the renewal of the franchise.
6A. FCC Rulemaking and Other Franchise Issues
Mr. Grawe reported no new issues.
6B. E-Commerce and Business Development Issues
Mr. Grawe noted that Frontier has created a prize contest for community projects.
6C. Other Staff and Committee Updates
Mr. Grawe suggested having a tour of the new control room equipment at the next
meeting.
7. Adjourn
MOTION: Mr. Rodell moved, second by Mr. Bible,to adjourn the meeting. Motion
passed 5 - 0. The meeting was adjourned at 7:48 p.m.
470 US Bank Plaza
Kennedy 200 South Sixth Street
Minneapolis MN 55402
Robert J.V.Vose
(612)337-9275 telephone
Graven (612)337-9310 fax
rvose@kennedy-graven.com
CHARTERED
REPORT ON FCC FORM 394
REORGANIZATION TO NEW CHARTER
AND RELATED TRANSACTIONS
November 20, 2014
This Report is prepared for the cities of Albert Lea, Faribault, Little Falls, Owatonna, the
Apple Valley, Farmington, Rosemount Cable Commission ("AV, F, R Commission"), a 3-city
joint powers consortium, and the Sherburne/Wright Counties Cable Commission ("SW
Commission"), a 10-city joint powers consortium, (collectively, the "LFAs").
CC VIII Operating, LLC holds a cable franchise in Albert Lea, Faribault, Little Falls and
the SW Commission cities.I Charter Cable Partners, LLC (formerly Marcus Cable Partners)
holds a franchise with the AV, F. R Commission cities. Both franchise-holding entities are
wholly-owned subsidiaries of Charter Communications, Inc. ("Charter"). Thus, the LFA's
franchises (together, "Franchise") are indirectly held by Charter.
Charter requests LFA consent to reorganize by transferring ownership of Charter
Communications, Inc. to a newly formed entity. This Report addresses Charter's request. This
Report also addresses certain other contractual arrangements and transactions that directly result
from, or are conditions precedent to, Charter's reorganization. Charter's reorganization is
premised entirely on these arrangements and transactions.
1 The franchise issued by Owatonna is expired. Notwithstanding, Charter has committed to continue operations in
Owatonna until the pending franchise renewal process is competed.
1
STANDARD FOR REVIEW
The Franchise, Minnesota state law, and federal laws and regulations all apply to the
LFA's review of Charter's FCC Form 394.
Under Minnesota Statutes, Section 23 8.083, subd. 2, and corresponding language in the
Franchise, the LFAs must approve or deny in writing any "transfer of stock in a corporation so as
to create a new controlling interest in a cable communication system." The term "controlling
interest" includes both a change in majority stock ownership and a change in actual working
control, however exercised. "The approval cannot be unreasonably withheld." Minn. Stat. §
23 8.083, subd. 4.
Additionally, the Cable Communication Policy Act of 1984, as amended by the 1992
Cable Act and Telecommunications Act of 1996 (collectively the "Cable Act"), establishes a
national policy concerning cable television regulation. Under the Cable Act, a franchisee must
receive franchising authority consent to transfer a franchise.
FCC Form 394 is the appropriate form to request approval of a change in control over a
cable franchise-holding entity under state and federal law. Charter filed FCC Form 394s with the
LFAs or their member cities.2
The statutory directive that approval of Charter's request may not be "unreasonably
withheld" is instructive. Municipal decisions enjoy a presumption of correctness and will be
reversed only when they reflect an error of law or where the findings are arbitrary, capricious, or
unsupported by substantial evidence. Cable Communications Bd. v. Nor-West Cable
2 The Cable Act establishes a 120-day period for local review of FCC Form 394 and such other information as may
be required. A franchising authority has 30 days from filing to question the accuracy of information provided, and
the franchisee has 10 days to provide "additional information reasonably requested by the franchise authority." 47
C.F.R. 76.502(b). As described herein, Charter refused to provide information reasonably requested by the LFAs
and subsequently refused to agree to a mutually acceptable deadline for LFA action. As a result, the applicable
2
Communications Partnership, 356 N.W.2d 658, 668 (Minn. 1984). Where the evidence is
conflicting or more than one inference may be drawn from the evidence, findings will be upheld.
City of Minneapolis v. Richardson, 239 N.W.2d 197, 202 (1976). Local determinations
regarding a cable transfer are entitled to significant deference and will be sustained if fairly
debatable. Charter Communications v. County of Santa Cruz, 304 F.3d 927 (9th Cir. 2002).
Although the only applicable legal standard is that the LFA's cannot "unreasonably
withhold" approval of Charter's request, municipal review of such requests typically focuses
primarily on the legal, technical, and financial qualifications of the company that will ultimately
control the franchise-holder.
REPORT
I. INFORMATION REVIEWED
The LFAs have reviewed information provided by Charter and information obtained
through public sources. Such information is as follows:
1. FCC Form 394 "Application for Franchise Authority Consent to Assignment or
Transfer of Control of Cable Television Franchise" dated on or about August 29, 2014, provided
by Charter(the "Application"), along with several attached exhibits;
2. Comcast/Charter Transaction Agreement between Comcast Corporation and
Charter Communications, Inc. dated April 25, 2014 (the "Transaction Agreement");
3. Form 10-K for Charter Communications, Inc. filed with the Securities and
Exchange Commission on February 21, 2014, for the fiscal year ended December 31, 2013;
4. Form 10-Q for Charter Communications, Inc. filed with the Securities and
Exchange Commission on October 31, 2014 for the fiscal quarter and nine-month period ended
September 30, 2014;
5. Form 8-K for Charter Communications, Inc. filed with the Securities and
Exchange Commission on April 25, 2014;
6. Form S-1 for Midwest Cable, Inc. filed with the Securities and Exchange
Commission on October 31, 2014;
deadline for action is disputed. That dispute is irrelevant, however, because the LFAs intend to act prior to the
deadline urged by Charter. The LFAs have reserved their rights in this regard.
3
7. The audited financial statements of Charter Communications, Inc. and
Subsidiaries as of December 31, 2013 and 2012, including Consolidated Balance Sheets as of
December 31, 2013 and 2012, Consolidated Statements of Operations, Cash Flows and Change
in Shareholders' Equity for the years ended December 31, 2013, 2012 and 2011, and the
Independent Auditors' Report of KPMG LLP dated February 20, 2014;
8. The unaudited financial statements of Charter Communications, Inc. and
Subsidiaries as of September 30, 2014, including a Condensed Consolidating Balance Sheet as of
September 30, 2014, and Statements of Operations, Cash Flows and Comprehensive Income
(Loss) for the nine-month period ended September 30, 2014 and 2013;
9. Draft Charter Services Agreement by and between Midwest Cable, Inc. and
Charter Communications Operating, LLC (received from other sources on a confidential, non-
public basis with assurances that the document would be made public at some future time);
10. Letters from the LFA's counsel dated September 19, 2014 (responding to review
cost reimbursement issues), September 25, 2014 (posing questions #1-7 re: financial), October
14, 2014 (posing questions #8-11 re: operational and requesting extension) and October 31,
2014; and
11. Letters from Charter representative, Mark Brown, dated October 8, 2014 (re:
questions #1-7), and from Charter's outside corporate counsel, J.D. Thomas, dated September
17, 2014 (review cost reimbursement), September 30, 2014 (reimbursement), and October 24,
2014 (reimbursement, deadline and responding to questions #10 and 11, and declining responses
to #8 and 9).
12. Numerous e-mails and oral communications between the LFA's counsel and local
counsel for Charter.
II. OVERVIEW
Charter provides cable services along with other video programming, Internet services,
voice services and other advertising to residential and commercial customers across the United
States.3 Charter is one of the largest cable operators in the United States.4 As of December 31,
2013 Charter's cable system passed approximately 12.8 million potential customers and Charter
served approximately 5.9 million residential and commercial cable customers.5 Charter holds a
3 Form 10-Q at p.25.
4 Form 10-K for Charter Communications, Inc. filed with the Securities and Exchange Commission on February 21,
2014,for the fiscal year ended December 31,2013 ("Form 10-K")at p. 1.
5 Id.
4
total of approximately 3,300 franchises.6 Charter currently operates in 29 states and employs
over 21,000 employees.7
In 2009, Charter filed for bankruptcy protection under Chapter 11 of the United States
Bankruptcy Code.8 A Joint Plan of Reorganization was confirmed by the Bankruptcy Court in
November of 2009 and a final decree closing the case was entered into in December of 2013.9
During the bankruptcy period, Charter continued to operate and provide cable services.
In April, 2014, Charter entered into the Transaction Agreement with Comcast
Corporation ("Comcast"). Among other transactions, this Agreement provides for the merger of
Charter into a new wholly owned indirect subsidiary of Charter.10 This new Charter subsidiary
will acquire one hundred percent (100%) of the ownership interests of Charterll resulting in
reorganization of the parent entity.12
The proposed transactions are structured as follows:13
1. CCH I, LLC, a Delaware limited liability company, a subsidiary of CCH I
Holdings, LLC, a Delaware limited liability company, will distribute all of its interests in CCH
II, LLC, a Delaware limited liability company, to CCH I Holdings, LLC.
2. CCH Holdings, LLC, wholly owned by Charter, will distribute its CCH I, LLC
interests to Charter.
3. CCH I, LLC will convert to a new corporation ("New Charter") to become the
surviving merger subsidiary.
4. New Charter will merge with Charter and Charter will become a wholly owned
subsidiary of New Charter.
Charter's organizational structure before and after these transactions is shown in Exhibits A and
B attached. After these transactions, all of the Charter shareholders will become New Charter
6 Id. at pp. 9-10.
Application at Exhibit 9.
8 Form 10-K at p. 1.
9 Id.
to Comcast/Charter Transaction Agreement between Comcast Corporation and Charter Communications, Inc. dated
April 25,2014 at p.2.
11 Application at Figure 2.
5
shareholders. The closing(s) under the Transaction Agreement is expected to occur in early
2015.14
The foregoing transactions are part of a larger group of transactions involving Comcast,
Time Warner Cable Inc. ("TWC") and Midwest Cable, Inc., a newly formed Delaware
corporation (which will be-named GreatLand Connections Inc. as part of the transactions)
("GreatLand").15 These transactions include:
(i) Charter's purchase from Comcast of systems currently served by TWC with
approximately 1.5 million video subscribers;
(ii) An exchange of subscribers between Charter and Comcast/TWC; and
(iii) Comcast's formation and "spin-off' of GreatLand, with Comcast contributing 2.5
million video subscribers to GreatLand and distributing GreatLand stock to Comcast's
public shareholders. After spin-off, GreatLand will be a publicly traded stock.16
These transactions are subject to many conditions including federal regulatory approval,
stockholder approvals, performance covenants, financing, favorable tax opinions and other
requirements of the parties.17
In order to complete these transactions, it is estimated that Charter will acquire new
indebtedness of approximately $8 billion.18 Charter will acquire an approximately thirty-three
percent (33%) interest in GreatLand.19 The acquisition will be completed by merger of a newly
created Charter subsidiary into GreatLand.20 As consideration for this merger, Charter will issue
new stock to GreatLand shareholders.21
12 Id.
13 Application—Charter Communication,Inc. cover letter dated August 29,2014.
14 Comcast Corporation Press Release—August 26,2014.
15 Form 10-Q for Charter Communications, Inc. filed with the Securities and Exchange Commission on October 31,
2014 for the fiscal quarter ended September 30,2014("Form 10-Q")at p. 6.
16 Id. at p. 5.
17 Form 10-Q at p.40.
18 Form 10-Q at p. 5
19 Id. at p. 6.
20 Id.
21 Id.
6
In addition to owning 1/3 of GreatLand, Charter will enter into a Charter Services
Agreement ("CSA") with GreatLand. The CSA will obligate Charter to provide certain services
and perform certain operations for GreatLand systems.22 Charter will receive a services fee
equal to 4.25% of GreatLand's gross revenues along with reimbursement of its out-of-pocket
costs incurred in performing these services.23 The CSA has an initial three (3) year term with
automatic one (1) year renewals.
The CSA wil obligate Charter to provide a wide variety of operational and management
services to GreatLand. Charter will handle many of GreatLand's "customer-facing" functions
including customer service, billing, technician deployment, and fleet management. The CSA
will also give GreatLand rights to use Charter's video programming packages, communications
offerings and product trade names and let GreatLand utilize Charter's purchasing power to
obtain programming. Charter's obligations to GreatLand will be particularly significant in
markets where the companies have systems that are "contiguous."
III. DISCUSSION
Charter's Form 394 fails to address significant issues or questions raised by the
reorganization and associated transactions and agreements, including the CSA. The LFA's
posed 11 narrowly focused questions in order to shed light on these issues. With few exceptions,
however, Charter declined to provide meaningful additional information.
Regarding our requests for additional financial information, Charter responded that "very
little, if any, of the information [we requested is] relevant to or necessary for" the LFA's review.
The LFAs informed Charter that, contrary to its response, the information requested is relevant
22 Draft Charter Services Agreement by and between Midwest Cable, Inc. and Charter Communications Operating,
LLC. The CSA has been provided as a confidential,non-public document via parties other than Charter. We do not
include citations to or quotes from the CSA. Relevant conclusions about the draft CSA are summarized.
23 Id.
24 Id.
7
and reasonably necessary to understand the likely financial impact of the reorganization and
associated transactions on the LFAs and their constituents/subscribers. No supplementary
responses or information was provided.
Regarding operational issues, the LFAs repeatedly emphasized that Charter's proposed
corporate reorganization and creation of "New Charter" is solely the result of the proposed
merger of Comcast and Time Warner. Questions about Charter's resulting new business
relationships--- particularly Charter's intertwined, partial-ownership relationship with GreatLand
and its 500,000+ subscribers in Minnesota--- is relevant. The Form 394 provides very little
information about these matters.
IV. FINANCIAL FINDINGS
The cable business is inherently capital intensive, requiring capital for the construction
and maintenance of expensive communications facilities and systems. The financial
performance of cable television operators, like Charter, are subject to many factors, including
general business conditions, competing satellite services, technology advancements, employee
issues, and customer preferences, as well as competition from new sources that provide
programming, information, news, entertainment and other telecommunication services.25
We requested information on Charter capital expenditures budget, but Charter declined to
provide that information.26 Charter's substantive responses to our requests are, in sum, that the
reorganization and associated transactions will not result any operational changes, nor interfere
with Charter's ability to comply with the Franchise, nor cause adverse impact on local cable
service or operations. These are, of course, simply self-serving conclusions providing no
support, nor shedding any light on the financial issues raised. We have been provided no
25 Form 10-K at pp 16-27.
26Correspondence to author from Mark E. Brown, Vice President, State Government Affairs, Charter
Communication,Inc. dated October 6,2014.
8
information demonstrating that the contemplated transactions will not have a significant financial
impact on Charter's ability to perform under the Franchise. Having only recently emerged from
bankruptcy, Charter's reorganization and associated transactions will result in an even more
highly leveraged company which may reduce its ability to withstand the business pressures
described above.
Applicable law does not establish criteria for evaluation of financial qualifications of a
cable franchisee or parent of such franchisee. The FCC Form 394 itself suggests that, at an
absolute minimum, Charter must demonstrate that it has "sufficient net liquid assets on hand or
available from committed resources" to consummate the transaction and operate the System,
together with its existing operations, for three (3) months. This minimum standard is not easy to
apply to the Charter's complex organizational structure and its proposed new relationship
including with GreatLand under the CSA.
We analyzed Charter's historical financial statements and publicly filed information
along with its CSA with GreatLand.27 Charter declined to provide projected statements of cash
flow and income and a balance sheet for its future operations and further stated that "projected
pro forma statements of cash flows and income for 2014 and 2015 have not been created and it is
not possible to make them available at this time."28 As such, findings must be based on
Charter's historical information. Historical operations, however, do not account for the
additional debt, and likely additional revenue and expenses, resulting from the transactions under
the Transaction Agreement and CSA.
The information provided shows that Charter has sustained losses over the last few years,
is highly leveraged, and will become more highly leveraged. A summary of the metrics used to
reach this conclusion is attached in Exhibit A.
27 We consulted with an outside expert to assist with our analysis.
9
Notwithstanding, based solely on Charter's financial information provided, Charter
apparently has sufficient debt commitments to consummate the Transaction Agreement and
operate in the near term. Based solely on that, we do not believe Charter's request can
reasonably be denied based solely on a lack of financial qualifications if the financing is obtained
(failure to obtain such debt would almost certainly terminate the proposed transactions).
However, in order to ensure compliance with its obligations to operate the System and
since we have based a significant part of our analysis on the Financial Statements of Charter, the
parent entity; we recommend that the City confirm existence of any performance bonds or other
security required under the Franchise.
V. OPERATIONAL FINDINGS
Charter will become the second largest cable provider, providing cable services to
approximately 7.5 million residential and commercial customers.29 Charter is technically
qualified to operate cable systems. In addition, Charter's franchise-holding subsidiaries are
registered to do business in Minnesota and otherwise legally qualified.
The FCC Form 394, however, also requires certification by "New Charter" that it will
"use best efforts"to comply with the Franchise and all applicable laws and regulations, and "cure
any violations thereof or defaults presently in effect or ongoing." Taken together, these
certifications require a promise and showing that the transactions at issue will not result in
operational changes that impact performance under the Franchise and applicable law. Charter's
proposed reorganization and associated transactions leave concerns about future operations
unanswered.
28 Id.
29 Form 8-K for Charter Communications, Inc. filed with the Securities and Exchange Commission on April 25,
2014 at p.1.
10
First, we understand that contemporaneous with consideration of this Report, some LFAs
may consider issuance of violation notices related to Charter's current operations. Any such
notice is incorporated herein by reference. Refusal to approve, or conditioning approval, due to
non-compliance with the Franchise would be reasonable under Minnesota law and entirely
consistent with the Form 394 itself.
Further, under the CSA, Charter will newly operate and manage, or assist in the operation
and management of, GreatLand systems serving 2.5 million residential and commercial
customers.30 We requested that Charter provide a copy of the final CSA 31, and a narrative or
description of its expected relationship to GreatLand in Minnesota, particularly with respect to
GreatLand and Charter systems that are "contiguous" or close. We also asked Charter to explain
how its operations in Minnesota will change; particularly any changes in customer service
operations in Minnesota. Finally, we asked for Charter's plans to increase its current 1300
employees in Minnesota as will plainly be necessary to take on Charter's new obligations to
GreatLand. Charter responded that these inquires were irrelevant, and have "no bearing
whatsoever on [the LFAs] review of the basic qualifications of Charter following the Internal
Restructuring."
Notwithstanding, counsel for the LFAs obtained additional details concerning the
Charter/GreatLand arrangement from Comcast in relation to a separate cable franchise transfer
review process. It is unclear, of course, whether Comcast has complete information about the
expected Charter/GreatLand relationship. These will all be separate, publicly-traded companies
that are subject to significant restrictions on the sharing and disclosure of operational or
management information that may impact stock prices.
30 Form 10-Q at p. 6.
31 At the time Charter's Form 394 was filed, the CSA had not been drafted. As of the date of this report, no
executed CSA has been received by counsel for the LFAs.
11
Moreover, consultants retained by municipalities other than the LFAs received a draft of
the CSA from Comcast in order to review Comcast's transactions. The LFA's counsel has
obtained a copy of the draft CSA from those consultants subject to a confidentiality/non-
disclosure agreement. Therefore, our ability to disclose details of the CSA are constrained. It is
also unclear whether a final CSA has been executed and, if so, how its terms compare to the
confidential draft.
We sought and would have preferred information about these matters from Charter, but
Charter continues to maintain that our operational questions are irrelevant. Charter will not
supply any information, evidence or support for its assertion that the GreatLand relationship will
not impact operations in the LFAs. The information that the LFAs have been able to obtain,
however, confirms the contrary. Charter will be providing a wide variety of labor-intensive,
"customer-facing" services to GreatLand.32 Charter's obligations to GreatLand will be further
intensified in where the companies have nearby systems.
Charter's performance of obligations to GreatLand will directly impact (either positively
or negatively) Charter's operations in Minnesota, and require significant changes in those
operations. The resulting impact on Charter's ability to comply with the Franchise and other
regulatory obligations is uncertain. Charter's self-serving, conclusory statement that these issues
are irrelevant and will have no impact on Charter's operations is unsupported by evidence and
not credible.
Should the LFAs decide to approve Charter's request, we recommend requiring a signed
certification by "New Charter" consistent with the requirements of Form 394 described above.
CONCLUSION
32 Charter will provide: customer service; marketing, sales, billing, plant maintenance, tech dispatch and tracking,
fleet management,reporting,training,and multiple additional basic operations for GreatLand. In effect, Charter will
operate and provide local management of those systems.
12
Adoption of the resolution attached as Exhibit D conditionally approving the reorganization
and related transactions would be appropriate. The conditions imposed confirm: the LFA's
right/obligation to consent to any future significant changes in control over the local cable
franchise; that the franchisee remains fully subject to the franchise and applicable laws, and; that
Charter remains subject to all liabilities or obligations regardless of when such liabilities or
obligations arose. All rights are reserved.
Additionally, the conditions would require Charter to reimburse legal fees and expenses
associated with this review, and provide a certification (guarantee) by "New Charter" consistent
with the language of Form 394.
13
EXHIBIT A
Charter Communications, Inc. Organizational Structure
(immediately prior to reorganization)
Existing Charter
Communications, Inc. Public
Shareholders
Charter Communications, Inc.
CCH I Holdings, LLC
CCH I LLC
(Merger Sub I/New Charter)
CCH II LLC
Charter Communications
Operating, LLC
100% Indirect
CC VIII Operating, LLC and
Charter Cable Partners, LLC
(Franchise Holder)
14
EXHIBIT B
Charter Communications, Inc. Organizational Structure
(immediately after reorganization)
Existing Charter
Communications, Inc. Public
Shareholders
"'New Charter", Inc.
f/k/a CCH I. LLC
Charter Communications, Inc.
CCH I Holdings, LLC
CCH II LLC
Charter Communications
Operating, LLC
100% Indirect
CC VIII Operating, LLC and
Charter Cable Partners, LLC
(Franchise Holder)
15
EXHIBIT C
Summary of Financial Data
Charter's operations include both cable television video services (which represent
approximately 49% of its operations as of September 30, 2014) and other non-cable television
video services (which represent approximately 51% of its operations as of September 30, 2014).
The following information includes all of the Charter operations, including the non-cable
television video services.
These metrics are based on Charter's Financial Statements as of December 31, 2013,
December 31, 2012 and September 3 0, 2014:
Assets. Charter had (i) current assets of $370 million, $322 million, and $330 million;
(ii) working capital of a negative $1,216 million, a negative $1,145 million, and a
negative $894 million; and (iii) total assets of $20,950 million, $17,295 million, and
$15,596 million as of September 30, 2014, and December 31, 2013 and 2012,
respectively. Working capital, which is the excess of current assets over current
liabilities, is a short-term analytical tool used to assess the ability of a particular entity to
meet its current financial obligations in the ordinary course of business. The trend shows
an increase in the negative working capital from December 31, 2012 to September 30,
2014 and suggests that Charter's cash flow may be unable to meet is current obligations.
Charter's current ratio (current assets divided by current liabilities) as of September 30,
2014, of 0.23:1 is well below a generally recognized standard of 1:1 for a sustainable
business operation. Charter's Total Assets have continued to grow, however, the asset
growth in 2014 relates to approximately $3.5 billion of financing acquired in anticipation
of the transactions discussed in this Report.
Liabilities and Net Equity. Charter had (i) current liabilities of $1,586 million, $1,467
million and $1,224 million; (ii) long-term debt of$17,595 million, $14,181 million and
$12,808 million; and (iii) shareholders' net equity of$97 million, $151 million and $149
million as of September 30, 2014, December 31, 2013 and 2012, respectively. As part of
the Transaction Agreement, Charter will borrow an additional approximately $8 billion of
debt which will increase its long-term debt. Charter has received debt commitments from
a number of banks that will be used for the transactions and represents almost $9 billion
of debt commitments. This additional debt will require Charter to generate additional
cash flow, including through the acquired Comcast operations and its service
arrangement with GreatLand, to fund its debt service. The interest rates on the Charter
debt ranged from 5.125% to approximately 8.125% and the debts mature in varying
amounts over the next 10 years including $1 billion in 2017 and $1.4 billion in 2019. As
of September 30, 2014, Charter had $774 million of available credit on its credit
facilities. This available credit along with the committed debt (which if not received
16
would likely terminate the above described transactions) appears to be sufficient to allow
Charter to fund its operations and acquisitions in the near term.
Income and Expense. Charter had (i) revenue of $6,748 million, $8,155 million, and
$7,504 million; (ii) operating expenses of $6,054 million, $7,230 million and $6,588
million; and (iii) operating income of $694 million, $925 million, and $916 million for
the nine-month period ending September 30, 2014, and the years ending December 31,
2013 and 2012, respectively. Charter's operating income has remained relatively steady
from 2012 through the third quarter of 2014. For the nine-month period ending on
September 30, 2014, Charter generated cash flow from operations of $1,729 million.
However, Charter has experienced a net loss in each period due to the large amount of
interest expense and other deductions, including a current year loss through September
30, 2014 of$135 million. The ability to generate cash is important for Charter due to its
highly leveraged operations. Charter's growth mode and goals to increase customers and
revenue require that Charter continue to expand with leverage as is the case with the
Transaction Agreement. As a result of the transactions and changes in its business and
business structure, Charter will incur significant non-recurring expenses which may
negatively affect Charter's short-term income statement performance. In addition, as a
result of the transactions, Charter may be required to incur significant capital
expenditures for the assimilation of the new systems and services into Charter's existing
network.
17
EXHIBIT D
RESOLUTION NO.
CONSENT TO CHANGE OF CONTROL
WHEREAS, Charter Communications, Inc. ("Charter") is the ultimate parent of the holder
of a cable communications franchise (the "Franchise") authorizing operation and maintenance of
a cable communications system and the provision of cable service in the City of
Minnesota (the "City"), all under the terms and conditions of the Franchise and applicable law;
and
WHEREAS, on February 12, 2014, Comcast Corporation ("Comcast") and Time Warner
Cable Inc. ("TWC") entered an agreement to merge; and
WHEREAS, on April 25, 2014, Charter and Comcast entered into the Comcast/Charter
Transactions Agreement, contingent on the Comcast/TWC merger, requiring Charter to
restructure and establish "New Charter;" and
WHEREAS, New Charter will be formed by completion of a multi-step corporate
restructuring resulting in Charter shareholders receiving New Charter shares ("Corporate
Restructuring"); and
WHEREAS, as a result of the Corporate Restructuring, New Charter will become the
ultimate parent of the franchise-holding entity; and
WHEREAS, pursuant to the Comcast/Charter Transactions Agreement, Comcast will
divest certain systems to a newly formed company, Midwest Cable (to be renamed GreatLand
Connections)("GreatLand"), in which Charter will be a 33% owner; and
WHEREAS, Comcast's divestiture will include its systems serving 550,000 subscribers in
Minnesota, primarily in the Twin Cities metro area; and
WHREAS, the Comcast/Charter Transactions Agreement provides for establishment of a
Services Agreement between New Charter and GreatLand ("SA") pursuant to which New
Charter will assist in operation and management of GreatLand's systems including those in
Minnesota; and
WHEREAS, under the terms of the Franchise, and pursuant to Minnesota Statutes,
Section 23 8.083, subds. 1 and 2, the Corporate Restructuring constitutes a "fundamental
corporate change" which, by law, "requires the written approval of the franchising authority."
WHEREAS, Minnesota Statutes, Section 23 8.083, subd.4, provides: "[t]he franchising
authority shall approve or deny in writing the [request]. The approval must not be unreasonably
withheld."
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WHEREAS, on or about August 29, 2014, Charter filed an FCC Form 394 with the City
seeking approval of the Corporate Restructuring; and
WHEREAS, the City's cable counsel reviewed the FCC Form 394, requested additional
information concerning the Corporate Restructuring, and communicated with Charter
representatives several times about these issues; and
WHEREAS, the City has received a report from its cable counsel dated November 20,
2014 ("Report"), which is incorporated herein by reference; and
WHEREAS, as described in the Report, New Charter's operations in Minnesota will be
impacted as a result of the Corporate Restructuring relative to current operations; and
WHEREAS, the existence of any prior or current Franchise violations, including any
violation notices considered and approved contemporaneous herewith, are incorporated herein by
reference.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY AS FOLLOWS:
1. The foregoing recitals are incorporated herein by reference. The City conditionally
consents to the Corporate Restructuring.
2. Within thirty (30) days of receipt of a copy of this Resolution, Charter or Franchisee shall
provide copies of the bond(s), letter of credit, and certificate of insurance required by the
Franchise, or other evidence compliance with the associated Franchise requirements.
3. New Charter shall notify the City in writing within ten (10) days of completion of the
Corporate Restructuring. Such notice shall include the certification provided in FCC Form
394, Section V. Part II(c), stating that New Charter:
Will use its best efforts to comply with the terms of the franchise and applicable
state laws or local ordinances and related regulations, and to effect changes, as
promptly as practicable, in the operation of the system, if any changes are
necessary to cure any violations thereof or defaults thereunder presently in effect
or ongoing.
Such certification shall be provided by, and executed on behalf of, New Charter.
4. Charter,New Charter or the Franchisee shall reimburse the City's legal fees and other costs
incurred in review of the FCC Form 394 within thirty (30) days of receipt of an invoice
detailing such fees and costs.
5. The City makes no findings or representations regarding the continuing validity and
enforceability of the Franchise, nor any Franchise compliance matters. The City expressly
reserves and does not waive authority to enforce the Franchise with respect to any
Franchise violations or compliance matters whether arising before or after the date of this
Resolution, and whether known or unknown as of the date hereof.
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6. This Resolution shall be effective upon adoption. Any violation of this Resolution shall
render the City's consent to the Corporate Restructuring null and void. The City shall
endeavor to provide written notice of any violation of this Resolution to the Franchisee.
PASSED, ADOPTED AND APPROVED this day of , 2014.
By:
Name:
Title:
ATTEST:
Clerk
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