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Merger Acquisition Training Specialist, Expert Witness and Forensic Consultant.

TELECOM REGULATORY SPECIALIST testified 35+ times, served as a federal Telecommunications Act arbitrator of interconnection disputes, proposed rules and policies adopted by regulators.

EXPERT ID: 13115

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Location:  US

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ADDITIONAL INFORMATION

 

Short Biography:

Professional Experience

I am a consultant in private practice, specializing in telecommunications regulations. I provide consulting services and expert testimony nationally, on a contract basis. In addition to the provision of consulting and litigation support services regarding telecommunications rules, regulations, policies and tariffs, I am available to serve as an arbitrator of disputes between telecommunications service providers through Communications Dispute Resolutions (www.CommunicationsResolutions.com), a group that specializes in alternative dispute resolution for the telecommunications sector.

From 1987 to 2001, I was employed at the Public Utility Commission of Texas and focused solely on regulatory issues affecting telecommunications utilities. While employed at the Texas Commission, I served as a senior utility specialist, policy analyst, project leader, expert witness, arbitrator, tariff analyst and manager. I routinely evaluated cost studies, pricing structures, market demand forecasts, network designs, state and federal regulations, tariffs, and public policy data for the purpose of developing recommendations to the Commission on telecommunications issues. As an employee of the Texas Commission, I:

Authored expert witness testimony on 29 occasions for presentation to Administrative Law Judges who preside over telecommunications proceedings, including at least a dozen testimonies on switched access rates, policies, and rate structures affecting long distance carriers;

Developed and proposed rules and policies for adoption by the Commission including, in part, rules and policies pertaining to the opening of local exchange markets and long distance markets to competition;

Presided over arbitration hearings, evaluated evidence and co-authored arbitration decisions as a federal Telecommunications Act arbitrator of Sec. 252 interconnection agreement disputes involving new and incumbent local exchange carriers;

Co-authored the Texas Commissions recommendation to the Federal Communications Commission on the opening of local exchange markets to competition pursuant to Section 271 of the federal Telecommunications Act of 1996, specifically, the Texas Commissions discussion of eight of fourteen checklist items in the federal Act as well as the public interest analysis.
Either through special projects, regulatory cases, rulemakings, or tariff applications, I acquired knowledge on these and other topics while employed at the Commission:

FTA 251 interconnection
Unbundled Network Elements (UNEs)
Resale
Winback
Rate design
911 service
Switched access
Special access
Billing & Collection services
Small LEC policies
DSL
Anti-competitive behavior
Public interest
Operator services and Directory Assistance services
FTA 271 entry into interlata markets
Extended Area Service
Expanded Local Calling Service
Telephone company tariffs
Telecommunications regulatory rulemaking processes
Telecommunications contested case proceedings

Before working at the Public Utility Commission of Texas, I was employed by a Bell Operating Company as an account executive and by an aerospace company (a defense contractor) as a senior financial analyst.


Education

MBA, Master of Business Administration
Texas State University

BBA, Bachelor of Business Administration
University of Texas at Austin



Certificates

Arbitrator Certificate
National Arbitration Institute

Mediator Certificate
ADR Services International, Inc.



Testimony

In addition to the preparation and presentation of my own testimony, listed below, I prepare written testimony for executives employed by clients.

February, 2004. Modified Direct testimony, Application of Valor Telecommunications of Texas, LP For Authority to Establish Expanded Local Calling Service (ELCS) Surcharges For Recovery of ELCS Residual

December, 2003. Expert Report, Evaluation of Qwests Winback Program

June, 2003. Direct testimony, Application of Valor Telecommunications of Texas, LP For Authority to Establish Expanded Local Calling Service (ELCS) Surcharges For Recovery of ELCS Residual

May, 2000. Direct testimony, Complaint by AT&T Communications of the Southwest, Inc. Regarding Tariff Control No. 21311 Pricing Flexibility, Essential Office Packages

June, 1999. Direct testimony, Application of Sugar Land Telephone Company of Texas, Inc. For Authority to Recover Lost Revenues and Costs of Implementing Expanded Local Calling Service Pursuant to PUC Subst. R. 23.49(c)(12)

November, 1998. Direct testimony, Petitions of Central Telephone Company of Texas and United Telephone Company of Texas D/B/A Sprint to Recover Lost Revenues and Cost of Implementing Expanded Local Calling Service Pursuant to P.U.C. Subst. R. 23.49(c)(12)

November, 1998. Direct testimony, Petitions of Central Telephone Company of Texas and United Telephone Company of Texas D/B/A Sprint to Recover Lost Revenues and Cost of Implementing Expanded Local Calling Service Pursuant to P.U.C. Subst. R. 23.49(c)(12)

November, 1998. Direct testimony, Petition of Lufkin-Conroe Telephone Exchange, Inc. For Authority to Recover Lost Revenues and Costs of Implementing Expanded Local Calling Service Pursuant to Subst. R. 23.49(c)(12)

August, 1998. Direct testimony, Application of Southwestern Bell Telephone Company to Recover Lost Revenues and Costs of Implementing Expanded Local Calling Service Pursuant to Subst. R. 23.49(c)(12)

May, 1998. Direct testimony, Application of Texas Alltel, Inc. For Authority to Recover Lost Revenue and Costs of Implementing Expanded Local Calling Service

May, 1996. Direct testimony, Complaint of Plexnet, Inc. and DFW-Direct Against GTE Southwest, Inc.

May, 1996. Direct testimony, Complaint of Virtual Communications, Inc. Against GTE Southwest, Inc.

September, 1995. Direct testimony, Complaint of Montgomery County Against Lufkin-Conroe Telephone Exchange, Inc.

November, 1992. Surrebuttal testimony, Application of Southwestern Bell Telephone Company to Revise Section 2 of Its Intrastate Access Service Tariff

August, 1992. Direct testimony, Application of Southwestern Bell Telephone Company to Revise the Access Service Tariff

June, 1992. Direct testimony, Application of Southwestern Bell Telephone Company to Revise Section 2 of Its Intrastate Access Service Tariff

April, 1992. Supplemental testimony, Inquiry of the General Counsel to Inquire Into the Reasonableness of the Rates and Services of Central Telephone Company of Texas

December, 1991. Direct testimony, Inquiry of the General Counsel to Inquire Into the Reasonableness of the Rates and Services of Central Telephone Company of Texas

December, 1991. Direct testimony, Application of Southwestern Bell Telephone Company to Approve Deletion of the Carrier Common Line and Interexchange Carrier Access Charge Credits

October, 1991. Direct testimony, Petition of the General Counsel to Inquire Into the Reasonableness of the Rates and Services of Southwest Texas Telephone Company

March, 1991. Direct testimony, Application of Southwestern Bell Telephone Company to Introduce Operator Services in Section 17 of the Intrastate Access Service Tariff

October, 1990. Direct testimony, Application of GTE Southwest Incorporated to Revise the Facilities for State Access Tariff to Modify the Ancillary Services Section for Billing and Collection Services

December, 1989. Direct testimony, Inquiry of the General Counsel Into the Reasonableness of the Rates and Services of Southwestern Bell Telephone Company

November, 1989. Direct testimony, Petition for Declaratory Judgment and Relief of AT&T Communications of the Southwest, Inc. Against Southwestern Bell Telephone Company and GTE Southwest, Inc.

September, 1989. Direct testimony, Complaint of National Telecommunications of Austin Against Southwestern Bell Telephone Company

July, 1989. Direct testimony, Inquiry of the General Counsel Into the WATS Prorate Credit

July, 1989. Direct testimony, Inquiry Into the Meet-Point Billing Practices of GTE Southwest Incorporated

April, 1989. Direct testimony, Complaint of Hershel Williams Against Southwestern Bell Telephone Company

March, 1989. Direct testimony, Application of Southwestern Bell Telephone Company to Revise Tariff to Allow Additional Provision Option For 800 Service

October, 1988. Direct testimony, [Second] Complaint of Flat Rate Communications of Texas Against Southwestern Bell Telephone Company

September, 1988. Direct testimony, Application of GTE Southwest Incorporated For a Rate Increase

May, 1988. Direct testimony, [First] Complaint of Flat Rate Communications, Ltd. Against Southwestern Bell Telephone Company


 

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Some of the Keywords entered by this Expert:

Texas Boc Texas Resale Winback Rates Tariffs Ilec
Clec Boc Telecommunications Expert Witness Regulated Access Policy Regulatory Fcc
Regulatory Fcc Telecommunications Expert Witness


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