postbot/aeslc_kw huggingface dataset:
Subject: Benefit Event

Hello all, there is a new foundation in the North Bay (Beth Perkins Equestrian Foundation) that was set up last year to benefit equestrians that have been diagnosed with life-threatening diseases to help them cope with the cost and the time-off.
The primary recipient this year is Margie MacDonald she has Acute Myeloid Leukemia.
The fundraiser is Sunday, December 2 from 3-6pm at Hawkwood Hill Farm in Petaluma.
Nora, Pat and I went last year and it was really fun.
They have wine and hors d'oeuvres, silent auction, raffle and riding demo.
All for the tax-deductible donation of $35.
If you want to go I can order tickets (they will be $45 at the door).
kari
Subject: AReM draft PHC

Jeff,  As you requested, here is Dan's very rough draft from yesterday with some comments from me.
I'm supposed to be getting a new draft soon.
Sue
Subject: Your Deck Project

Jeff,  We're still here, just to let you know.
Have been working on a small project which has evolved into something quite larger as the owners keep adding more.
We still plan on doing your project, but I can't leave the current one until finished.
I will stay in touch.
Best Wishes,
Subject: Update on ballot measures

The following report was prepared Strategic Information Services.
If you have any questions, please call the numbers below.
This report provides a numbered listing of the individual measures that will be appearing on the March 5, 2002 Statewide Primary Ballot.
*	Proposition 40 -- This legislative measure, the product of AB 1602
Subject: Picks of the Week--Correction

Dave just called and was nice enough to inform me that he, also, sat down in the LPS pool.
He picked Tennessee.
If anyone else discovers an error please let me know.
Eldon
Subject: CA Extenstions/Amendments

I heard that the CPUC and/or the utilities have taken the position that any amendment to a contract after 9/20, like a pricing amendment, is a new contract entered after 9/20 and therefore invalid.
Is this true?
Does this hold any water?
Subject: Entrepreneurship @ UCSF Innovation accelerator

For those of you interested in Entrepreneurship or Biotech/Healthcare, they're doing some cool stuff at UCSF.
There's an e-mail list, plus several speaker/networking events.
Sam Collela of Versant Vertures spoke at their first event two weeks ago.
Our very own Peter Fiske will speak at an event on Dec 5th.
The organizers specifically asked that Evening MBA students were invited to participate (our fame precedes us).
Great opportunity to meet up with clinicians/scientists with new ideas who need help with commercialization.
See below for details.
Tom McVey
Subject: Bidding

This is a reminder to all 3rd year students that you should be bidding for  classes today.
The first round of bidding ends tomorrow Thursday, November  8, at 12 noon.
If you have any questions please give us a call at 510-642-1406   Good Luck  Josh Bortman EWMBA Program
Subject: Order Instituting Rulemaking to Establish Policies and Cost  Recovery Mechanisms for Generation Procurement

On October 29, 2001, the commission issues an order instituting a rulemaking to establish ratemaking mechanisms to enable SCE, PG&E and SDG&E to resume purchasing electric energy, capacity ,ancillary services and related hedging instrument to full their obligation to serve their customers once DWR's authority to purchase on their behalf ends (December 31, 2001).
At that point, the UDCs, not DWR, will have to pick up anything not covered by retained generation and the DWR contracts.
The Commission will also address proposals on how renewable resources should be included in the mix of generation serving the state.
The OIR will have a significant impact on procurement practices in the state on a going forward basis.
The ruling states that if you are interested in being on the service list for this proceeding, a letter must be sent to the docket office stating that fact within 15 days (by next Monday).
Bottom line is do you want me to continue to monitor (and perhaps get active) in this proceeding.
Please let me know by the end of the week so that I can send in the required letter.
Jeanne Bennett
Subject: Silicon Valley Business Ink : Empowering Silicon Valley Security  and Terrorism Conference

Silicon Valley Business Ink :: Empowering Silicon Valley EventDear Silicon Valley Leaders:  Please join the Silicon Valley Manufacturing Group on November 16 for a conference on Security and Terrorism at member company Sun Microsystem's Santa Clara campus.
We are partnering with the Silicon Valley Biz Ink to host a timely conference on how Silicon Valley employers and their employees can adequately prepare and respond to the security and terrorism challenges facing our State and Nation.
Silicon Valley Biz Ink is handling all of the reservations and a space may be reserved by contacting events@svbizink.com or by calling #408/535-5642.
There is a nominal $35 fee which net profits will go toward the United Way Disaster Relief Fund.
The conference is limited to 400 people, so please respond as soon as possible.
A list of featured speakers and flyer is attached below for your review.
Subject: SoCalGas Advice Letter Summary

Attached for your information is a summary of several recent SoCalGas advice letters.
AL2837-A, which describe the new internal receipt point operating procedures that SoCalGas is implementing, may be of interest to your gas marketing folks.
Have a good weekend!
Dan
Subject: CSFB IPP Weekly: DYN/ENE Deal Mitigates Overhang; MIR MeetingPre  view; New Regional Spark Spread Analysis

<<IPW111201a.pdf>>  Good Morning,  Attached, please find the latest issue of our Independent Power Weekly.
Summary: 1.
IPPs Rise 3.8%   Last week our IPP composite rose 3.8%, outperforming the S&P 500 (+3.0%), but underperforming the NASDAQ (+4.7%).
Mirant, which was up 12.9%, was the strongest generator in the group.
International Power was the weakest performer, declining 2.4%.
2.
Generation Oriented Utilities Rise 5.5%   Our universe of generation oriented utilities rose 5.5%, outperforming all major indices including the UTY (4.0%).
Constellation Energy, which was up 8.6%, was the strongest performer in the group.
Cleco Corp was the weakest performer, improving 3.4%.
3.
DYN/ENE Deal Removes Overhang   We attribute last week's strong performance to indications of an imminent resolution to Enron's financial difficulties in the form of an investment from Dynegy.
Late on Friday, these reports proved true with Dynegy agreeing to acquire Enron and provide immediate liquidity support.
Over the last few weeks, the group came under pressure owing to concerns about Enron's deteriorating credit quality.
In particular, IPP investors were concerned about the level of receivables exposure of various companies to Enron.
Further, some industry observers suggested that a damaging reduction in trading liquidity could result if Enron were forced to withdraw from the natural gas and power markets.
4.
New Feature: Regional Spark Spread Analysis   Inside we include a regional spark spread analysis looking back 2 years.
Going forward, this analysis will be a regular feature in the Weekly.
5.
Valuations Remain Attractive; Focus On the Major IPPs: Highlighting CPN, MIR and NRG   Given diminishing Enron concerns, we would expect investors to refocus on attractive valuations across the sector.
The pure play power producers are trading at a 12% average discount to their private market asset values.
We continue to highlight Calpine, Mirant and NRG Energy.
6.
MIR Hosting Analyst Seminar   On Tuesday (11/13), Mirant will host its second major analyst meeting in Atlanta, Georgia.
We expect management to discuss the following: 1. Business plan update; 2.
2002 earnings visibility; 3. Financing plans; and 4.
Reaction to DYN/ENE deal.
7.
CSFB Philippines Energy Forum; Relevant to MIR   On 11/15 at 3.30 pm CSFB will host a Philippines Energy Forum at the Waldorf Hotel in NYC.
The meeting will feature 3 speakers: 1.
Her Excellency Gloria Macapagal Arroyo, The President of the Philippines; 2. the Honorable Vincent S. Perez, Jr., Secretary of the Department of Energy of the Philippines; and, 3.
Rick Kuester, CEO of Mirant Asia Pacific.
The forum will focus on upcoming developments and opportunities in the power and oil/gas industry in the Philippines.
Regards,
Subject: CESG Annual Retreat -- open spot for golf

Folks- We have had a cancellation for golf on Wednesday so we have an open spot......anyone interested?
The tee time is 11:00 at the Chardonnay Country Club Shakespeare Course.
The fee is $126 and includes the use of the cart.
Please let us know right away if you want the spot.
Thanks,
Subject: Edison Attempting to Get ESPs to Agree to Charges for DA Customers

FYI.
Edison has been successful at peeling off one of the ESPs--New West.
Seems that in exchange for getting paid negative CTCs, New West may have agreed to take the position that all DA customers should be charged for Edison's undercollection.
I'm not aware of any other ESPs that are willing to take that position.
The salient quote in New West's "supplemental" PHC statement reads:
Subject: 10% OFF + Holiday Gift Guide

Dear Wine Enthusiast,   This past week, we experienced technical difficulties with our email service and the email you received may not have functioned properly.
We sincerely apologize for this inconvenience.
We welcome you to come back and browse our wonderful holiday entertaining and gift collection with the added bonus of 10% OFF* until 11/30/01.
Please remember to use the code E21A when ordering.
Thank you and happy holidays.
Subject: Holiday Party

Hello, I have decided to have a holiday cocktail party.
Invitation will follow but I wanted to get on your calendars.
It is going to be Saturday, December 22.
Hope you all can come!
kari
Subject: EveMBA Student-To-Student Job Fair 11/27 & 11/28

STUDENT TO STUDENT (STS) AND HAAS ALUMNI JOB FAIR  When: 11/27 and 11/28 from 6:00 to 8:30 Where: B of A forum   If you or someone in your company has current openings that you think your  peers in the Evening MBA program and Haas MBA alumni would be interested  in, please plan on participating.
You can use this opportunity to earn a finders fee, if your company pays  for employee referrals.
The job fair will be held on both Tuesday and  Wednesday nights.
Ideally we would like you to participate both nights, if  you can only attend one night that will be OK.
If you will be in class, I  will set up your table and you can come during the break and be available  to answer questions.
Other companies will be at their tables from 6-8:30.
There is no charge.
You or your companies' representative will staff the  information table, disseminate company literature along with a list of  current openings and be available to answer questions about the jobs/company.
Subject: PG&E PX Credit Calculation

Attached is a summary of PG&E's notes on how they calculate the PX Credit (until January 19, 2001 when they hardwired $150/mwh).
We continue to try and get a handle on how the FERC Refund case will impact the PX Credit and Negative CTC.
If anyone has any issues or comments, please let me know.
Thanks.
Subject: today

Hi Jeff - Here's the deal, I've had a cold for a few days.
I'm probably past the contagious stage but this is not an exact science.
I'm up for teaching today but I figure it's fair to let people know in case they're concerned.
I'll see you at 4:30 unless I hear from you in which case I'll understand.
Hey, thanks for facilitating this little DAW discussion group.
I think I understand the procedure now.
I had to hunt around a little for the "reply to all" command(not on my tool bar), but I found it.
Now I'm ready.
I'm still learning about a lot of this stuff.
Later - Avram
Subject: More DAW

Hi everybody, I happened on an addition to my search for info while doing a little research last night.
There just might not be anything on this out there yet, but I was at Asus' website last night and it seems they have a new dual-processer motherboard out called a CUV266-DLS and I can't find anything about it anywhere.
Maybe it's too new or too expensive for anyone to have bothered with up to this point but I'm snooping around so if you've heard anything... Avram
Subject: Picks of the Week--Final Week 10

Here are the results of Week 10.
Growney took 1st place; Conna came in 2nd; and  Andy and Ken tied for third.
It was  a  high-scoring week with a total of 2,590 points.
Congratulations to Donna and Ken,  their first time in the money.
I'm sending checks out for the whole half-season.
Let me know if you don't get yours next week, just in case you've moved and  I don't have the right address.
Subject: ESP Declarations

Sue,  Attached is a draft declaration for an ESP provider.
I will send a direct access customer declaration shortly.
The provider declaration focuses on :  (1) lost jobs, (2) forfeited /terminated direct access contracts, and (3) avoidable damage claims.
The test is irreparable harm and monetary claims which can be compensated are not given the same weight as other intangible items.
However, the magnitude of the potential losses will be compelling as they cumulate.
I would like your imput for other areas of injury  a provider can anticipate.
It will probably be necessary to distinguish the injury related to pre- and post-July 1 contracts.
EWD
Subject: Meeting on Thurs

Jeff, I have infact double booked myself for 4:00 on Thurs.
I am checking on cancelling my conflict, but I had made commitments to get out of the office with some other originators for the afternoon.
Call me first thing when you get in, I will update you then.
BT
Subject: WPTF Considers Participating in Procurement OIR

Guys,  At the Board meeting yesterday, WPTF agreed to consider being involved in the utility procurement case.
AReM is also reviewing its participation as is IEP.
IEP should play a major role -- they have serious concerns that the CPUC will attempt to reinstate integrated resource planning and the evil BRPU.
WPTF will have its attorney review the utility filings due on November 21, and prepare summary comments for WPTF as a starting point for detrrmining the WPTF position.
The board agreed to hold a teleconference on November 28 to decide on its position.
With all these groups involved, I think Enron will be able to coordinate its issues through them and avoid being in the case separately.
Subject: Implementation of DA Suspension--Enron participation

Jeff,  Jim and I spoke today about having Enron participate separately in this proceeding -- responding to the utilities' plans to be filed today.
I believe that AReM will take a strong position and will incorporate any comments we have.
I don't see anything we can gain by paying for a separate filing under Enron's name.
Jim agreed.
Jim asked that you call him if you have major concerns with this approach.
Subject: CSFB Independent Power Weekly; IPPs Rose 5% Last Week; 7%Private  Market Value Discount Remains

<<IPW111901.pdf>>   Good Morning,  Attached, please find the latest issue of our Independent Power Weekly.
Summary: 1.
IPPs Rise 5.0%   Last week our IPP composite rose 5.0%, outperforming the S&P 500 (+1.6%) and the NASDAQ (+3.8%).
AES Corp (AES), which was up 22.2%, was the strongest generator in the group followed by Reliant Resources (RRI) which rose 11.0%.
Orion Power (ORN) was the weakest performer, rising 1.2%.
2.
Generation Oriented Utilities Fall 2.8%   Our universe of generation-oriented utilities fell 2.8%, in-line with the UTY (-2.5%).
Black Hills (BKH), Cleco (CNL) and Constellation Energy (CEG) all rose less than 1%.
Allegheny Energy was the weakest performer, down 7.6%.
3.
ENE/DYN + Attractive Valuations Boost Stock Prices   Last week was the 3rd consecutive week of positive stock price performance for the group.
Driving stock prices higher, investors continued to grow more comfortable with the Enron situation following confirmation of Dynegy's intention to acquire Enron and provide immediate liquidity support by investing $1.5 billion.
Further, we believe the group simply remains oversold.
The pure play power producers are trading at a 7% average discount to their private market asset values.
4.
Notes From Mirant Meeting   Mirant hosted an upbeat analyst meeting last Tuesday.
MIR reiterated that 80% of its 2002 forecast is supported by earnings from hedged (generation and natural gas) and franchise businesses (distribution).
MIR also provided an in-depth review of how it accounts for its risk management activities.
Management noted that it could maintain its credit rating without any new equity issuance over the next 12 months.
However, it would be eager to access the equity market should conditions improve in the near-term.
5.
Power Market Update   Last week the US power markets were generally weak across the country owing to mild weather and falling natural gas prices.
While the Mirant National Power Index fell 17.1% last week, the Natural Gas Week composite spot price fell 23.2%.
Spark spreads improved in the Northeast and Texas, while compressing in California and the Southeast.
6.
Debt Market Update   Credit spreads tightened across the sector last week due to diminished ENE concerns and positive stock price performance.
Regards,
Subject: Senator Bruce McPherson

We have some very sad news from State Senator Bruce McPherson.
On Saturday morning, his 27 year old son was murdered in San Francisco during an attempted robbery.
Hunter McPherson will be remembered during a  memorial service in Aptos on Wednesday, November 21.
The family has also set up an athletic scholarship fund in his name.
We have additional information if you need it.
Please remember this wonderful family in your thoughts and prayers.
Subject: URGENT: The California business community needs your help

SVMG ENERGY COMMITTEE MEMBERS, LIAISON REPRESENTATIVES & PRINCIPAL OFFICERS:  The California business community needs your help in opposing AB67 XX.
This bill represents a dangerous attempt to rewrite SB78 XX, the Edison bail-out legislation, which passed the Assembly last Friday.
After months of good faith discussions the amendments the California Business Coalition so strongly advocated for have been completely disregarded.
Direct Access continues to be threatened and an unfair rate increase for large energy users still lingers.
We urge you to contact your local delegation to express your opposition to this inequitable legislation.
The Senate will be voting on SB67 XX immediately.
If passed, the bill will go to the Assembly for vote tomorrow morning.
Please contact members of both houses so that the concerns of the California business community are clearly heard.
Attached please find the Business Coalitions floor alert, the SVMG's letter opposing SB67 XX, as well as a spreadsheet with contact information for our local legislative delegation.
Any effort in this regard will make a difference.
Thank you for all of your help.
Sincerest Regards,  Carl Guardino
Subject: Edison and SoCalGas Advice Letter Summaries

Also, both the Edison and SoCalGas summaries sent Sunday had today's date on them, rather than 11/18 (just goes to show how forward looking I am).
Anyway, here are the versions with the correct dates on them.
Have a Happy Thanksgiving, everyone!
Dan
Subject: IMPORTANT ! !

Attached is a ruling issued yesterday by Commissioner Wood directing that E= SPs and customers file copies of direct access contracts with the Commissio= n by December 3.
The contracts will be available to ALL other parties who = sign a "suitable" protective order.
The Ordering Paragraphs read as follow= :  1.
By December 3, 2001, any party who believes that it has a direct acc= ess contract or agreement potentially affected by an order to suspend direc= t access as of July 1, 2001 or a date earlier than September 20, 2001, shal= l submit a true and correct copy of each of the actual contracts or agreeme= nts along with any arguments as to the impact of such an order.
A failure = to submit this information for the Commission's consideration will be consi= dered a waiver of the arguments related to claims involving the contracts a= nd agreements.
Initially, the true and correct copy of each of the actual = contracts or agreements shall be filed under seal with the Commission's Doc= ket Office and served on Administrative Law Judge (ALJ) Robert Barnett.
2.
Office of Ratepayer Advocates shall work with the parties who have e= xecuted direct access contracts or agreements to develop a proposed protect= ive order and nondisclosure agreement for Commission staff, which shall be = submitted to ALJ Barnett by December 3.
=20  3.
The electric service providers and customers who are parties shall w= ork with other parties and shall jointly submit a proposed protective order=  and nondisclosure agreement that will cover parties other than Commission = staff by December 11, 2001.=20  4.
Parties' supplemental comments to the comments they filed in respons= e to the October 23rd Assigned Commissioner Ruling shall be submitted by Ja= nuary 4, 2002.
Subject: FERC Order on Mirant/Reliant Complaint

As you probably know, FERC yesterday issued an order that largely granted the joint complaint that was filed by Mirant and Reliant in regard to ISO's preferential treatment of CDWR.
Attached is a copy of the order, in which certain relevant passages from the order have been highlighted for your convenience.
I hope that you and your families all have a wonderful Thanksgiving!
Dan
Subject: Municipal Aggregation Bill Passes

Phyllis,   Since you're Ms. Aggregation now -- thought you'd want to see this.
This bill passed out of the Legislature and has gone to the Governor to sign.
Call with questions!
Subject: Petition for Review

Attached is the revised and substantially complete Petition for Review.
I would like comment by the end of the day on Tuesday so that the Petition can be placed in final form.
The revised application for stay will be sent on Monday, together with the revised supporting declaration.
I understand Douglass is working on the application for rehearing and I will coordinate with him so it includes the additional material necessary for the record (for example, the commerce clause argument and hardship/irreparable harm).
EWD
Subject: CSFB Independent Power Weekly--Issue #43

<<IPW091701.pdf>>  Good Morning,  Our deepest sorrow and sympathy goes out to all those who have lost loved ones and have suffered because of last Tuesday's national tragedy.
For those investors that are interested in understanding how last week's tragedy might impact the sector we attached the latest issue of our Independent Power Weekly and offer the following thoughts:  1.
Framework for Analysis   From a broader equity market perspective, the analytical challenge for investors is understanding how the prospect of slower economic growth will impact the outlook for corporate earnings.
Another area for analysis is understanding how the negative impact of a slowing economy will be offset by falling interest rates.
2.
Sector is Well Positioned Relative to the Market   On both fronts, we believe the power generation sector is well positioned relative to the broader market.
Compared to the rest of the market, the growth prospects for the industry are clearly less sensitive to economic conditions.
Providing support for this view, in 1991, when real GDP declined 0.5%, electricity demand increased 2.0%, which compares with a 2.2% annual growth rate from 1990-2000.
In addition, we believe the sector will benefit disproportionately from falling interest rates.
3.
Current Valuations Offer Downside Protection   Current valuations for the sector offer downside protection relative to the market.
On average, the