postbot/aeslc_kw huggingface dataset:
Subject: Prep material for tomorrow's energy committee meeting

SVMG Energy Committee Members:  This e-mail serves as a reminder for our next Energy Committee meeting, scheduled for tomorrow, Wednesday, September 5th from 3:00 to 5:00pm.
We will be hosted by AMD located at One AMD Place in Sunnyvale.
The National Energy Policy Development Group recently issued recommendations related to improving the nation?s transmission grid, as part of its?
?America?s Energy Infrastructure?
report.
The I-Grid, developed by SoftSwitching Technologies, offers a unique, synergistic opportunity for the private sector, utilities and the federal government to work together towards realizing some of the objectives set forth in the report.
Please read the attached briefing document in preparation for tomorrow's presentation on transmission grid improvement opportunities specifically for Silicon Valley Manufacturing Group member companies.
Subject: Status of CPUC Proposed Decisions on Direct Access Suspension

Jeff:  At your request I am offering this memo to explain the status of the agenda items before the CPUC on the issue of suspension of the direct access program.
There are two pending draft decisions at this time, the first is the proposed decision of ALJ Barnett (Item H-7 on the last agenda) which was modified by a changed version submitted by Pres.
Lynch at 2:45 pm on 9-5-01, the day before the last meeting.
This version indicated that direct access was suspended as of the date of the order (which would have been Sept. 6) and states in another ordering paragraph that the utilities are to advise their customers that the suspension is effective Sept. 6, 2001, specifically naming that date.
This order would have been interpreted to suspend direct access as of Sept. 6 if it had been voted out that day.
The other item, Agenda Item H-7A on the last agenda, is the Bilas alternate decision which calls for hearings to determine the impact of direct access on the issuance of bonds, and does not suspend direct access at this time.
Please be advised that the suspension date contained in H-7 can and probably will be changed before the orders are considered at the CPUC meeting on Sept. 20.
Either the Sept 6 date will be changed to the 20th of Sept., or some other specific date could be inserted at all the locations in the order dealing with the suspension date.
All that is required to make this change is the distribution of a changed page on the Escutia table before the Commission meeting.
Thus, it is important for all direct access supporters to continue to urge the Commission, especially Commissioner Brown, to support a suspension date later than Sept. 6, because it is so easy for the date to be altered under Commission procedures.
Please let me know if you require any additional information on this subject.
Mike Day Goodin, MacBride, Squeri, Ritchie & Day
Subject: Revised Petition

Attached is the revised Petition whcih has been redlined against the draft provided last Saturday (September 15, 2001).
The primary addition is the Senate Resolution on September 14 which declared that there was no longer an emergency.
The tables in the Petition are being revised and should not be reviewed at this time.
The following remains to be done:    1.
Prepare the application for rehearing and request for immediate stay.
This will be done by Douglass and will include new material not previously submitted (the commerce clause argument, a statement regarding the importation of power into California, the Senate Resolution of September 14, and the sealed declarations showing irreparable injury).
2.
The refusal to grant the immediate stay will be the vehicle to satisfy the exhaustion of remedies issue so it will be necessary to force the Commission to act or to take some action which is tantamount to a denial.
3.
The Petition must be placed in final form.
This will require that a determination be made who will be a Petitioner in addition to Enron (the draft Petition assumes there will be direct access customers as Petitioners).
Also, all citations and quotes will be verified, and the page references inserted from the Exhibit Folio.
4.
The documents supporting the Petition will have to be compiled and placed into an Exhibit Folio.
This will include the Application for Rehearing and sealed declarations.
5.
It may be necessary to compile a folio of non-California authorities.
I will check the California Rules of Court.
6.
It will be necessary to prepare an Application for Immediate Stay and a proposed Order.
7.
All pleadings will have to be prepared for filing and service.
It is my assumption that the PUC will act on Thursday September 20, that the Application for Rehearing will be filed on September 21, and that the Petition will be filed at the earliest possible time during the week of September 24.
Please provide your comments on the Petition no later than noon on Wednesday, September 19, 2001.
Thanks.
EWD
Subject: stakeholder list

Jeff, Thanks, in advance, for your help with this.
The project is a "Corporate Responsibility Stakeholder Perception Survey" designed to gather baseline information on how our stakeholders view the issue of corporate social responsibility in general, and Enron in that regard in our major markets US, UK and Japan.
Stakeholders are defined as those who are affected by our business, can affect our business or have an interest in Enron - customers, suppliers, governments, regulators, NGOs, employees, shareholders, etc.
What I would like from you is which stakeholders you think are important to include from Enron Corp's perspective here in California, and the job title or name therein.
Please just take 5 minutes or so to list them, don't spend any longer than that.
CPUC - who?
CEC - who?
any others...
I already have the major environmental organizations, but if you think TURN or others should be included, let me know.
Thanks so much!
Subject: Email addresses

Dear STudents,  Some of you have sent me emails this week and your messages and email addresses were chopped off or incomplete.
So if I haven't responded to your emails yet, please re-send them, making sure that you send an address to which I can reply to you.
Thanks,
Subject: A $10 Gift for Your Amazoniversary

Dear Amazon.com Customer,  What's an Amazoniversary?
Two years ago this month, you placed your very first order (using this e-mail address) with Amazon.com.
To extend our thanks--and show you how much growing we've done--we're
Subject: CSFB Power Generation Update; Hosting Conference Call at 11 AMED T  on Thursday (9/20/01)

<<IPPupdate092001.pdf>>  Good Morning,  Attached, please find our latest FC note on the Power Generation sector.
Summary: 1.
IPPs Down 6%; Generation Oriented Utilities Down 2%   On September 17, 2001, our IPP composite traded off 6.2%, outperforming the NASDAQ (-6.8%), but underperforming the S&P 500 (-4.9%).
Reflecting their more defensive characteristics, our universe of generation oriented utilities traded off only 1.9%, outperforming all the major market indices.
2.
CSFB Hosting Conference Call on Thursday at 11 AM EDT   This Thursday (9/20/01) at 11 AM EDT we will be hosting a conference call featuring Judah Rose-a power generation expert with ICF Consulting.
The dial-in number is 877/715-5321.
Among other topics to be discussed, the relationship between economic conditions and power demand growth will be explored in greater detail.
In the near-term, we believe the key analytical challenge for all equity investors will be to determine how the prospect of slower economic growth will impact the outlook for corporate earnings across sectors.
3.
MIR Outperforms Following 2 Key Announcements   MIR issued revised 2001 EPS guidance of $1.95 versus its prior forecast of $1.90.
Management noted that this revision reflects its continued success in using its trading and marketing operation to optimize the value of its asset base.
Concurrently, management announced that its board has approved the repurchase of up to 10 million shares over the next 30 days.
We have revised our EPS estimate accordingly in a separate First Call note issued today.
4.
ORN Down on NYC Power Market Concerns; Con Ed Filing Indicates Intact Fundamentals   Orion Power traded off 14.6% owing to concerns surrounding the potential impact of the WTC tragedy on the New York City power market.
In particular investors are questioning the magnitude of lost power demand and the potential impact on the supply/demand balance in the region.
In an 8K filing issued yesterday, Con Ed notes that lost demand approximates 140 MW-30% below the low end of the initial range of estimates.
In addition, a portion of this demand will likely be relocated to other parts of the city.
Overall, Con Ed's filing gives us greater comfort in our conclusion that the fundamentals of the New York City power market remain intact.
Regards,
Subject: E210 Besanko textbook has arrived

Hi,  "Economics of Strategy" by Besanko is available in the Evening MBA Office.
You may already have the book if you took Leonard's Microeconomics course  last Fall.
Thanks!
Subject: DWR Gas Supply

Jeff, further to our conversation... this is the list of companies that have entered into contractual agreements with the DWR.
I don't know if this means they have transaction but perhaps between Kim Ward and yourself, you can advise.
What I need to know is the legal status/issues ( if any ) of any of the companies listed here today as it relates to the state of California.
Pan Canadian Energy Services, Occidental Energy Marketing, Dynegy Marketing and Trading , Texaco Natural Gas, BP Amoco, and Coast Energy Group.
Can you advise If any of these companies form part of ongoing legal action against the state?
Once I know this, then we can decide on a plan what we should discuss with Mark Baldwin.
Thanks in advance.
Subject: Dick Gephardt - Luncheon Invitation

Dear Jeffrey:  As you may know, Congressman Dick Gephardt will be our Keynote Speaker at our Annual Luncheon this year.
As one of our key community partners, it is my hope that you might consider joining us at this year's Luncheon as a Table Sponsor.
This year's lunch is scheduled for Friday, October 26, at the San Jose Fairmont Hotel, from 12 noon until 1:40pm.
As a Table Sponsor, you would receive ten tickets to the lunch, recognition in the program, and an invitation to join SVMG Member Company CEO's for a private, one-hour, closed door conversation with Minority Leader Gephardt immediately preceeding the lunch (11am until 12 noon).
The cost for a Table Sponsorship is $1,500.
It would be an honor to have you join us.
Thank you for your consideration.
I look forward to hearing from you soon, and appreciate your support.
Warm Wishes,  Carl Guardino President and CEO Silicon Valley Manufacturing Group
Subject: Please Respond by 12 noon CDT Friday, Sept. 21 -- El Paso  Proceeding

Attached for your review and comments is Enron's Answer to Motion for Partial Summary Disposition by the Texas, New Mexico and Arizona full-requirements shippers in the complaint proceeding that they filed in July (RP01-486).
The shippers have asked the Commission to (a) summarily determine that El Paso's mainline capacity is not adequate to serve its existing firm customers and (b) expeditiously establish a remedy phase in this proceeding.
Enron's answer reiterates the comments it filed in the original proceeding, namely that the Commission should consolidate this proceeding with the complaint filed in RP01-484 by the Joint Complainants (producers, California LDCs) which also deals with issues of adequacy of capacity.
We also reiterate and emphasize our original proposal that the Commission require El Paso to immediately give existing firm shippers the opportunity to turn back capacity they no longer need as one means of making additional capacity available to those who need more.
You do not need to respond, but if you desire to, please get any comments back to me or Leslie by noon tomorrow.
Thanks.
Subject: 2001 CADER Conference - update

Hi, I wanted to update you regarding the DG conference to be held in San Diego on November 1-2, 2001, presented by CADER and co-hosted by the DPCA, USCHPA and the AGCC.
The program for the conference has been posted on the CADER website at www.cader.org  If you have not yet registered, please note that the cut-off date for early-bird registration and hotel room rate reservation is September 30th.
Please reserve your rooms early to ensure space.
Registration forms also can be downloaded from the web site and you can register either on-line or by mailing/faxing the form to the address noted on the form.
Look forward to meeting you at the Conference,  Jairam Gopal Chair, CADER.
Subject: Knowledge Forum

Dear Haas Students,  Tomorrow the Haas School will hold the 5th Annual Knowledge Forum in Andersen Auditorium 9:00 am - 3:30 pm You are invited to drop in at any time during the day.
Attached is the program listing speakers and their bios.
David Teece Director, Institute of Management, Innovation & Organization
Subject: CPUC VOTES 3-2 TO SUSPEND DIRECT ACCESS AFTER SEPTEMBER 20

Done without much fanfare, except by Commissoner Wood, who continued his vitriolic attack on DA and took on green choice as "fraudulent."
The language in the order says no more DA contracts can be entered into after today.
The order directs the utilities to police the DASRs to make sure that none are submitted for contracts signed after today.
There is some strange language that talks about a possible future order to address the comments raised by the parties and putting parties "on notice" that, in this future order, they may suspend all direct access contracts signed on or after July 1, 2001.
Our attorneys are reviewing this, but on first blush, our California attorney says the CPUC would have a difficult time implementing a later retroactive suspension of DA.
Subject: The aftermath of September 11th -- Enron Government Affairs

The events of September 11th are still very much with us and will continue to be for some time, perhaps for as long as we live.
For those who have not heard me say this regarding air travel,individuals should avail themselves of the travel services the company is offering in the way of guidance for those that are traveling and only travel by air for essential matters( until further notice).
In addition, anyone who is currently  uncomfortable with the notion of air travel  need not do so...we will work around this for as long as the need exists.
The company has also provided information on the availability of counseling services should anyone have the need- please contact HR or the Benefits Group for further information.
A final couple of notes: If there is a silver lining in the events of September 11th, it is the kindness, generosity, and humanity it brings out in the rest of us...I have seen this play out in untold ways in our "group",both in London and at home,  over the last nine days , including( to a person) the absence of any hint of bias being shown towards the individual in our group who is an "Arab American" and a Muslim, Amr Ibrahim.
My high regard and respect for the Government Affairs group and for each individual  has been validated many times over  during the past nine days.
Thank you very much.--- Rick Shapiro
Subject: CSFB Power Gen Update: EIX Bankrptcy?--Implications for theIPPs

<<IPPupdate092201.pdf>>   Good Morning  Attached, please find our Power Generation Update issued this morning.
1.
EIX Bankruptcy Filing?-Implications for the IPPs   Recent press reports have suggested there is a growing likelihood that an involuntary bankruptcy petition will be filed against Southern California Edison, the utility subsidiary of Edison International (EIX, Not Rated).
We thought it would be timely to analyze the implications of an SCE bankruptcy for the IPPs.
2.
SCE Bankruptcy Would be Neutral for the IPPs   Our overall conclusion is that an SCE bankruptcy would be neutral for the sector:  	A.
Such an event would have no impact on the earnings estimates or forecasted growth rates for any of the companies under our coverage.
B.
In addition, none of the companies have any direct receivables exposure to SCE.
C.	Finally, we believe reserves taken against accounts receivable balances from the CalISO and PX across the sector adequately mitigate exposure to potential bad debt writedowns.
3.
Updated Accounts Receivables Exposure Included   Included in the note are updated details on the accounts receivables exposure of all the IPPs with California operations.
Regards,
Subject: Replay Available for Power Generation Conference Call

Good Morning,  For those interested, there is a replay available of our Power Generation Conference Call which took place yesterday.
The replay number is: 402/220-0140 Pin Number: 7493  The called featured Judah Rose with ICF Consulting.
Topics discussed included: 1.
Our private market valuation analysis for the IPPs; 2.
Recent trends in the US power market; 3.
Their impact on the generation supply chain; 4.
The relationship between power demand and GDP.
Please email us if you would like a copy of the slides that go along with Judah's presentation.
Regards,
Subject: OMB Response to FERC Reporting Requirements

As detailed in the attached FERC notice, the Office of Management and Budget (OMB) has approved FERC's Information Collection Request for "Reporting of Natural Gas Sales to the California Market" through the six-month emergency period that will expire on 1/31/02.
(Emergency reporting requirements are automatically approved for six months under the OMB regulations.)
However, it gave FERC several conditions that would have to be met before the reporting requirements could be extended.
OMB has advised FERC that, if it decides to request renewal of the Information Collection Request after that date, it must address certain issues as part of its supporting statement (more specifically, "include an explicit discussion").
As you may remember, in addition to requesting rehearing of the FERC order, ENA and EES submitted comments to OMB regarding our problems with FERC's estimate of the burden on affected companies of the proposed collection of information.
We pointed out that we do not manage our business in the manner contemplated by the reporting requirements, much less keep our records in that manner.
We manage our business on an aggregated basis, and complying with the requirements will require us to implement significant manual review and analysis to arbitrarily define the components of a sale.
We stated that we might even have to hire full-time staff to dedicate to the task.
The issues that we raised in our comments are the same ones that OMB requires FERC to address if they submit a request for approval to extend the reporting requirements past 1/31/02.
(FERC indicated in its July order that it intended to extend the reporting requirement through 9/30/02 to coincide with the end date of its mitigation plan.)
OMB questioned the practical utility of requiring disaggregated data when "commenters" reported that they did not maintain the data in a way that allowed them to report it that way.
OMB expressed concern that the data collection would require significant data manipulation in order to respond, and the resulting disaggregation would likely be artificial.
OMB also required FERC to evaluate its burden estimates after "consulting with respondents", and it must provide a list of the names, affiliates, and phone numbers of the respondents it contacted.
FERC has not yet issued an order on our rehearing request.
While we would not expect them to withdraw the reporting requirements entirely, it may be that the OMB action will affect their final decision.
At the least, it sends a signal!
Subject: Direct Access Petition

Susan,  I am pleased that the PUC demonstrated some level of propriety and common sense by not acting in a retroactive manner on direct access.
Accordingly, we are placing our work in abeyance pending further instruction.
If any party is interested in litigating further the direct access decision from September 20, it will be necessary to petition for rehearing at the PUC.
An aggrieved party will only be able to go to court if the PUC denies the petition for rehearing or upholds its original decision following rehearing.
The grounds for judicial review now appear to be limited to (1) denial of procedural due process and (2) PUC conduct contrary to law.
This latter argument is based on a statutory duty to hold hearings when deciding whether to change a policy originally decided following hearings.
Unlike the problems caused by a retroactive decision, there is probably no basis for a stay pending final decision.
The attached petition is the most recent generation and has fairly accurate tables of authorities and content.
It does not have the two most recent developments (the statement by the Department of Finance indicating that bonds may not be necessary and the argument that there was a statutory duty to conduct hearings).
If this petition is revived, those arguments can be quickly inserted.
I have also retained all comments so those will be available if the petition is revived.
Best regards,
Subject: FYI - Article on PUC taking away direct access.

As you may know, the PUC suspended direct access yesterday but did not do so retroactively.
With the 2001 legislative session now over with little resolved, our attention and advocacy will increasing go the PUC.
See below.
Justin  California Takes Step to Reregulate Power By REUTERS AN FRANCISCO, Sept 20 (Reuters) ?
State utility regulators revoked the right of Californians to choose their power provider today, tossing out the centerpiece of the state's failed effort to deregulate its electricity industry.
The California Public Utilities Commission voted 3 to 2 to immediately suspend consumers' direct access to independent power retailers.
The move makes it easier for the state to use revenue from retail power sales to finance a record $12.5 billion bond issue this year.
The department was chosen in January to secure electricity for most of California's 34 million residents after soaring wholesale power prices drained the state's two biggest utilities of their cash and credit.
"Direct access is one half of a failed and collapsed deregulation project," a commissioner, Carl Wood, said today.
Mr. Wood said the other half of the problem was the law's retail rate cap, which blocked utilities from passing on the cost of power to customers, incorrectly assuming wholesale prices would fall.
When energy supplies tightened and prices soared, the state's largest utility, Pacific Gas and Electric Company , a unit of PG&E Corporation , and Edison International 's Southern California Edison had to absorb $13 billion in unanticipated costs.
Direct access was never a big hit.
Despite an $80 million advertising and public relations campaign to educate Californians about deregulation and retail choice, most customers stayed with their local utilities.
Big businesses and industrial customers, however, made deals with energy companies for cheap bulk power and wanted them to continue.
The utility commission estimated that 5 percent of the state's peak electricity demand of 46,000 megawatts is in direct access contracts.
About 10,000 businesses that signed new deals this summer, when wholesale power prices dropped, will be able to keep their contracts.
Subject: Picks of the Week--Week 3 Prelim

Here are all the picks.
Good  work getting all these in by 9:30.
Thanks.
And here are the Last Person Standing picks:  Atlanta, Denver, Green Bay, Indianapolis, Minnesota and San Diego.