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HomeMy WebLinkAboutMagellan Advisors - Proposal - 9.19.2022PROPOSAL CITY OF WATERLOO, IOWA Middle -Mile Grant Application Prepared for: Mayor Quentin Hart Prepared by: Courtney Violette Magellan cviolette@magellanbroadband.com 386-931-3520 magellanbroadband.com Magellan www.MAGELLANBROADBAND.com Magellan Background, Experience & Capabilities ABOUT MAGELLAN Magellan is the leading turnkey broadband development firm for municipalities and utilities. We specialize in planning, designing and building fiber to the home networks for communities that need faster, more reliable high-speed internet. With over 17 years in business and over 400 municipal clients, Magellan is the most experienced firm for munis that want to enhance economic development, education, healthcare and the quality of life of their communities through world -class broadband. Our staff understands the goals of local governments that recognize broadband as a policy issue. In our feasibility studies, we help educate, inform and direct municipalities to the most feasible options for solving local broadband issues. We work with internal and external stakeholders to build a profile of your community to determine the current state of broadband and identify key issues. Based on real -world solutions, we help you determine the best opportunities to close gaps and position your community for the future. We believe that every community is unique and customized broadband strategies are essential in every project we undertake. In every case, we have helped municipalities find and implement the right solutions to enhance local broadband. We are the only firm that creates custom tailored broadband networks to achieve municipal objectives. Our networks deliver the fastest internet services at the lowest cost, while giving municipalities a platform to deploy smart city innovations that help them manage their communities. We've led the planning, funding, construction and management of over 50 fiber broadband networks passing over 1 million households and connecting more than 1,000 schools, hospitals, government offices and community organizations and totaling $1 billion in investments. Magellan has helped more communities successfully plan, implement and manage broadband networks than any other firm in the market. www.M AGELLANBROADBAND.com 2 Magellan Magellan is trusted by over 400 municipalities and utilities to plan, engineer and build their broadband & smart city networks 400 MUNIS, UTILITIES & CO-OPS FIBER & WIRELESS NETWORKS THOUSAND HOMES WITH FIBER MILLION IN NEW INVESTMENTS Community Focused Fiber & Broadband Solutions Broadband Planning Feasibility studies, fiber master plans and business plans that give you real -world guidance and results you can count on when deploying fiber and broadband. 0 Turnkey Implementation A single, trusted partner to manage your entire network implementation, with over 50 fiber and broadband deployed networks across the US. 0 Grants & Funding Funding strategy, grant writing and compliance for all major federal and state fiber and broadband grant programs. 0 11 Launch & Startup Support From network integration, to billing, to customer service to tech support, we provide you with the most experienced resources to manage your fiber and broadband networks. co Design Engineering Cutting edge fiber and broadband engineering to connect more sites, more devices and more customers at the speed of light. 0 Retail ISP Services LightSpeed, powered by Magellan Advisors serves your community with fast, relta hie and affordable internet services, built on a culture of delivering superior service. e 3 Magellan Scope of Work Magellan Advisors will perform the following functions/tasks to prepare Waterloo's grant application package for the NTIA's Middle Mile Connectivity Grant program deadline of September 30, 2022 based on the requirements outlined in the Notice of Funding Opportunity (NOFO). TASK 1: DEVELOP GRANT APPLICATION, SUPPORTING DOCUMENTS (PRE -AWARD) Application registration and applicant ownership structure requirements: Completion of standard form 424 forms, DUNS, SAM/Unique Entity Identifier (UEI) registration and other federal certifications required for access and submission of grant application documents into Grants.gov. Compile all ownership, legal and corporate structure documentation including organization charts, articles of incorporation, By laws, and any other legal documents pertaining to the structure of the applicant. o Organizational charts o Bio's for key leadership members including consultants and contractors involved in the project o Coop bylaws and articles of incorporation and any amendments to those documents. Financial and Technical requirements: Compile all required audited historic and pro forma financial statements as per the application guidelines. Document all proposed interconnection points and point -of -interest locations along the proposed route; Devise wholesale pricing structure for proposed service offerings for access to the proposed network Establish plans and negotiate agreements to obtain written interest/documentation from last mile providers in interconnecting with middle mile infrastructure planned to be deployed. Develop project timeline and milestone build out schedule showing project completion in year 5 or earlier in accordance with the enforceable buildout commitment outlined in the NOFO. Develop a capital investment schedule illustrating construction completion with service turn up within 5 years from the date of award obligation. www.M AGELLANBROADBAND.com 4 Magellan Devise a matching fund strategy that includes both cash and In -kind matching assets to increase the chances for an award. Applicant match must be at least 30% of total project costs. Assist in obtaining Letters of Credit from your financial institutions. Develop all required narratives that explain the technical, operational, and financial readiness of the applicant including a detailed narrative description of the network design and topology with accompanying diagrams. Community and state outreach/consultation requirements Conduct outreach to local and regional providers to establish partnerships to use the newly constructed middle mile network. Conduct outreach to local and community stakeholders including local and state governments) to obtain letters of support articulating the community's need for the project. Secure written letters of intent to join middle -mile network prior to application submission. Coordinate all required consultation with state broadband office officials regarding the project and obtain letters of support. Research, stakeholder outreach and strategic planning to meet the NOFO's Labor requirements Develop written plans demonstrating compliance with Federal labor and employment laws across the applicant's workforce, and its contractors and subcontractors. Compile documentation on all Davis Bacon/Prevailing wage requirements pursuant to Iowa state law. Develop a workforce development and job training plan to achieve a "highly skilled workforce" in accordance with NTIA requirements, Compile documentation illustrating the use of registered apprenticeships or other joint labor- management training programs and other on the job training opportunities that serve all workers on the project team and lead to full time employment among contractors and subcontractors. Develop documentation illustrating that all members of the project team will have appropriate credentials, e.g., relevant pre-existing training, certification, and licensure; Establish plans to recruit historically underrepresented workers facing labor market barriers and ensuring they have reasonable access to the job opportunities created by the applicant in accordance with the NTIA NOFO. ' www.M AGELLANBROADBAND.com Magellan Network resiliency requirements: Develop a strategic resiliency plan that documents the utilization of FEMA and NOAA disaster resiliency planning tools. All plans must explain how these tools were utilized to mitigate climate risks in the region to ensure the network is resistant to climate disasters. Preparation for Historic Preservation Assessment: o Identify possible Section 106 sites. o Preliminary review as to effects on tribal lands. o Section 106 National Historical Preservation Act with Iowa's State Historic Preservation Office (SHPO). Preparation for Environmental Requirements. o Identify possible sites, routes, building locations, tower locations, which might be affected. o Prepare Environmental Questionnaires for application. o Identify required federal, tribal, state, and local permits for later collection. Legal and organizational certifications and approvals. Forms of support letters from area stakeholders. TASK 2: NTIA DUE DILIGENCE (PRE -AWARD AGENCY REVIEW PERIOD) During the agency's program review period of the proposed project, Magellan will coordinate all due diligence activities and agency follow up on behalf of Waterloo to provide timely responses to all information requests seeking additional information from the applicant. These information requests could result after the FCC issues its final mapping data sometimes on Q4 which may impact the scope and service areas identified in the original application. Magellan will bill these efforts on a time and materials basis as incurred. TASK 3: GRANT AWARD ACCEPTANCE (PRE -AWARD) If Waterloo is notified of an award, Magellan will support the review of all federal grant documents required by Commerce's National Telecommunications and Information Administration (NTIA) as grantor agency. Magellan will advise on the effects, pros and cons, of terms and conditions, in conjunction with Waterloo's legal counsel. Magellan will also prepare and/or review any documents required by Board to formally accept the grant. These efforts are contingent on successful grant offer by NTIA to Waterloo. Magellan will bill these efforts on a time and materials basis as incurred. www.M AGELLANBROADBAND.com 6 Magellan Timetable Due to the short time frame for application submission (on or before September 30, 2022), Magellan will perform all tasks outlined above over the next 5 weeks. Awards are expected to be made and announced in March, 2023. Cost The total cost for the Waterloo Middle -Mile Grant Application is $80,000, inclusive of travel expenditures, and includes all work to be completed by Magellan as stated in this proposal. Magellan will bill twice - at start of work and upon completion and submittal of the grant application. All work on NTIA Grant Due Diligence (Task 3) and Middle -Mile Grant Acceptance (Task 4) will be invoiced on time and materials basis, at $180 hourly. Magellan will bill on the first day of the month for the current month's services Travel and incidental expenses will be billed as incurred at a not to exceed rate of $5,000. Invoices are payable on net 30 terms from the date of invoice. Task/Description Hours Cost 1. Grant Application N/A $75,000 2. NTIA Grant Due Diligence (T&M) TBD TBD 3. Middle -Mile Grant Acceptance (T&M). TBD TBD Total for Magellan's Services $75,000 Travel $5,000 Total Not -to -Exceed $80,000 WWW.MAGELLANBROAD BAN D.coM 7 1 Magellan Signature & Acceptance Signature of this Proposal by Client warrants that all components of this Proposal are acceptable to the City of Waterloo and that the person(s) signing this Proposal has the right, power and authority to execute the Proposal. Magellan Advisors, LLC 999 18th Street, Suite 3000 Denver, CO 80202 City of Waterloo 715 Mulberry Street Waterloo, IA 50703, Print Name: Courtney Violette Print Name: Quentin Hart Title: COO Title: Mayor Signature: Lau-IA-we-1 vi-AX-446 Signature: lfih +tart Date: 9/19/2022 Date: 9/19/2022 www.M AGELLANBROADBAND.com 8