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Enron Mail |
Attached are some edits on your summary and some comments from Roger about
future rate affects. Please call me if you have questions. ---------------------- Forwarded by Mona L Petrochko/SFO/EES on 04/20/2000 09:47 AM --------------------------- Roger Yang 04/20/2000 08:52 AM To: Mona L Petrochko/SFO/EES@EES cc: Subject: Re: ResCo S-1, CA Summary Edits look great. Another item that may be worth mentioning is that expected declining CTC rates and the eventual drop off of the charge to payback Rate Reduction Bonds will offset potential increases in future transmission and distribution rates. Transmission rates are expected to increase from cost shifting under the ISO TAC proposal. Also transmission investments to alleviate transmission constraints will be partially offset by the avoidance of RMR costs. PG&E will file another distribution rate change for 2002 that may result in a significant adjustment, but distribution rates are expected to level off after that once a PBR has been implemented. ND and PPP are expected to be relatively flat. All this is important to know to understand the risks for products with commitments exceeding 1 year. Roger Mona L Petrochko 04/19/2000 05:04 PM To: SF GA, Roger Yang cc: Subject: ResCo S-1, CA Summary I made some edits, ignoring the "rosy" picture except as it relates to meter/bill. Any additional comments before we send a response to Thom? ---------------------- Forwarded by Mona L Petrochko/SFO/EES on 04/19/2000 05:01 PM --------------------------- Thomas S Reichelderfer 04/19/2000 04:05 PM To: Susan J Mara/SFO/EES@EES, Mona L Petrochko/SFO/EES@EES cc: Subject: ResCo S-1, CA Summary Sue & Mona - Please take a look at this "optimistic" summary of the CA situation and make sure that it is factually correct. Thanks. Thom
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