Q: I spoke again briefly with Hertzberg last night and had a lengthy discussion late last night with the guy from CSFB who's been providing Hertzberg with pro bono financial advice on the crisis. Hertzberg is still hot on putting all of the utility past due on the noncore, though his consultant and I agreed that, politically, the number is more likely to end up somewhere south of 100% (if this thing gets legs). Hertzberg asked for, and we provided today, a "fifth scenario," which shows how the numbers work out if 100% of core's share of utility past due is shifted to noncore. It's attached. Will report back with any further developments. Note: Please discard the file that I sent you yesterday and replace it with this one. That file accidentally had the same cents/kwh, noncore rate for both Edison and PG&E. Edison's rate should be 12.98 cents/kwh NOT 12.21 cents/kwh. It's the line that reads "Total cost to Noncore under CPUC's Recent Decision." Best,
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A: More Follow-up with Hertzberg et. al.
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OUT: KUDLOW.COM
IN: This is an email
Julie, Just wanted to check and see if you had received my last two emails. If so, I'd love to know what you think about the whole situation. If not, let me know and I will resend the emails. Susan

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OUT: Hey
QUESTION: Told him the proposal is on his fax machine. He thanked me and said he'd get back to us. He was in a meeting. That was the sum total of the call. Thanks
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ANS: Got a Hold of Freeman
The 2 Transco delivery points for the CP&L RFP (#6608 and #6562) are upstream of the Zone 5 pool. So we should be able to segment the longhaul VNG space. Meter Mainline Mile Marker / Lateral Mile Marker 6608 PSCN Gaston 1323.51 / 0 6562 NC Nat Gas 1375.51 / 0 9167 Zone 5 Sta 165 ENA FT Pool 1412.99 / 0 941 Emporia 1412.99 / 102.89
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answer: CP&L RFP
MARKET NOTICE December 5, 2001 In Re: California Independent System Operator Corporation Docket Nos. ER01-3013-000 and ER01 889-009 Compliance Filing Changes to Provision of Data to CERS Modification to November 30, 2001 Market Notice Modified Implementation Schedule - Changes to Provision of Data to CERS ISO Market Participants: On Friday, November 30, the ISO issued a market notice providing the ISO's schedule for complying with the Federal Energy Regulatory Commission ("FERC") November 7 and 20, 2001 orders, that require the ISO, among other things, to stop providing information to the California Department of Water Services, California Energy Resource Scheduling ("CERS") which is not also provided to other Scheduling Coordinators ("SCs"). The ISO has accomplished all milestones as listed through December 3, 2001. The transition planned on December 6 has been shifted until next week. The ISO is making every effort to insure that the transition is a smooth one and seeks some additional time to work with the resources in the California market to gain their cooperation with provision of inc and dec bids at reasonable prices. Specifically the items that were listed in Item 4 of the November 30 market notice to begin at HE 2400 on December 6, 2001 will now occur at 23:59 Wednesday night December 12, 2001. They include: a. The ISO will halt the preferential provision to CERS of the ISO Forecasted net short in the BEEP Stack; b. CERS will no longer engage in OOM purchases; and c. The ISO will dispatch all available Energy from bids in the BEEP Stack for both resources prior to the ISO making OOM purchases. Client Relations Communications.0920 CRCommunications@caiso.com <mailto:CRCommunications@caiso.com>
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answer:
CAISO Notice - Modified Implementation Schedule - Changes to Provision of Data to CERS