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Magellan <br />ADVISORS <br />Scope of Services <br />Task 1. Community Anchor Institution Engagement <br />Magellan will assist the City of Santa Ana in engaging with the Santa Ana Unified School District to gain an understanding <br />of their current and future broadband needs and ability to partner with the City in deploying distance learning solutions. <br />Magellan's team will meet with the School District to provide background about the City's broadband planning approach <br />and obtain information about how the schools' needs and assets might play a role in furthering internet access and <br />education goals in the community. This scope of work will allow for up to five (5) teleconference meetings. <br />Task 2. RFP Preparation and Promotion <br />Magellan's team will prepare a Request for Proposals (RFP) to evaluate options for the City to of Santa Ana to enter into <br />public -private partnerships with wired and wireless internet service providers. The RFP will be designed to collect <br />responses from multiple private parties interested in using the City of Santa Ana's fiber, conduit, poles, and other <br />broadband assets to deliver services to both residents and businesses in the community, expanding access to broadband <br />and working with the City to develop a business model in which free or low-cost services are available for virtual <br />education and telehealth. We will develop a customized RFP and release it in coordination with the City to solicit <br />responses from potential partners. Using our industry contacts, Magellan will manage industry outreach to ascertain <br />interest and assist the City in promoting the RFP. <br />Task 3. Bidder's Meeting and Response Evaluation <br />After the release of the of the RFP, Magellan will support the City in conducting a bidder's meeting and answering <br />questions from interested parties. At the close of the RFP process, we will work with the City to evaluate responses to <br />the City's RFP for P3 broadband partners. Magellan's consultants will develop a matrix to assist the City in selecting <br />which bidders offer the most beneficial agreement, including identification of bidders who offer the services and <br />business models best aligned with the City's goals and objectives. Magellan will make recommendations on which <br />partnership agreement(s) should be pursued by Santa Ana. <br />Task 4. Partnership Agreement Negotiation <br />Magellan will assist the City by overseeing contract negotiations with up to two selected proposer(s) to ensure that <br />terms are in line with best practice and are beneficial to the City of Santa Ana. Magellan will also review the resultant <br />contract with the lead proposer(s) to ensure that terms are consistent with discussions during negotiations. Magellan's <br />team will not assess the terms of the agreement for legality; this review is solely to ensure that the City getting what is <br />presented in RFP responses and discussed and agreed upon at the meetings with the proposer. <br />Project Management, Meetings, and Presentations <br />Magellan's project team will meet regularly with the City of Santa Ana's project team to discuss the status of the project, <br />major milestones and deliverables, and ensure alignment on project goals. Our team will also be readily available for <br />meetings with City leadership to support the adoption of our recommendations and we are happy to present the final <br />report and any resultant partnership agreement findings to your leadership, City officials or other stakeholders the City <br />believes should be included in the final presentations. Magellan will be available to the City of Santa Ana for up to two <br />(2) onsite* meetings/presentations. <br />*Due to the COVID-19 pandemic, Magellan's team will follow the Center for Disease Control's guidelines, which may prohibit <br />onsite meetings of more than 10 individuals. Should this be the case, we will attend these meetings virtually. <br />w .magellan-advisors.com <br />2019 Magellan Advisors <br />20A-10 <br />