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Enron Mail |
[Sorry guys, I didn't click "reply all" on this reply to Jim.]
Given recent press releases, it seems as if the governor is suggesting that the use of "real-time meters" be increased so as to give correct price signals to customers. Do you--or any sources in California--know if they foresee increasing the on-peak charge? This would effectively result in only commercial and industrial customers paying for the shortfall. /Tamara. ---------------------- Forwarded by Tamara Johnson/HOU/EES on 03/06/2001 11:19 AM --------------------------- Tamara Johnson 03/05/2001 09:16 AM To: James D Steffes/NA/Enron@ENRON cc: Subject: Re: MRW Consultant - Status Regarding rate-specific forecasts: I suggest using the current frozen tariffs as a starting point, with the forecasted generation cost increases to be applied as a straight $/MWh adder. This would allow MRW efforts to be concentrated on generation cost forecasts -- which is obviously the biggest uncertainty. As a side issue, I would ask that they provide their perspective on how bundled generation might be priced on a go-forward basis. For example, if they see the IOU's going back to old-school demand and energy charges. Or, if they see that the on or off-peak percentages might change. Given their knowledge of rate-making practices in California, this should take minimal time and provide all that is needed. They would then be set up to do some what-ifs on existing rate structures. /Tamara. From: James D Steffes@ENRON on 03/02/2001 06:50 PM To: Robert Neustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Tamara Johnson/HOU/EES@EES Subject: Re: MRW Consultant - Status On your last point, I think that we need to as rate class specific as possible without delaying their work. Disagreements? Jim Robert Neustaedter@ENRON_DEVELOPMENT 03/01/2001 06:20 PM To: James D Steffes/NA/Enron@Enron, Harry Kingerski/NA/Enron@Enron, Jeff Dasovich/NA/Enron@ENRON cc: Tamara Johnson/HOU/EES@EES Subject: MRW Consultant - Status Spoke with Bill Munson and Roger Yang of MRW Scope of project would be rate forecast for PGE and SCE industrial/commercial class customers for 24-36 month period providing alternate scenarios for certain issues - MRW will provide assumptions Friday morning. Cost - Close of Monday deliverable - $10k - Thursday - $7k FYI - Submitted RCR for $25K With respect to determination of "Net Short" generation cost - MRW suggested generation cost be allocated on a cost incurrence basis (no subsidies) and that we agree as to mix of DRW portfolio and utilize Enron forward curves to price out Provided to MRW utility tariff schedules that majority of positions are under. Need to determine if we want an individual rate projection, average rate class projection or benchmark projection (%increase).
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