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-----Original Message----- From: MDay [mailto:MDay@GMSSR.com] Sent: Tuesday, September 25, 2001 4:37 PM To: Dasovich, Jeff; MDay; Smith, Mike; Wu, Andrew; Mara, Susan; Higgason, Kelly Subject: RE: Risks You might add the following: Utility Processing Risk - will the utilities try to reject contracts that are pre-Sept 20 but which are DASR'd afterwards for one reason or another, or will the utilities try to impose other restrictive requirements to limit the number of post July 1 contracts they must switch to DA? Confidentiality Issues _ As part of their policing responsibility on this issue, the utilities will likely try to insist on seeing all post July 1 DA contracts, including sensitive provisions, and we will have to resist giving sensitive commercial information. Mike Day -----Original Message----- From: Dasovich, Jeff [mailto:Jeff.Dasovich@ENRON.com] Sent: Tuesday, September 25, 2001 2:07 PM To: mday@gmssr.com; Smith, Mike; Wu, Andrew; Mara, Susan; Higgason, Kelly Subject: Risks Before providing more elaborate descriptions, wanted to try to get a complete--but stripped-down--list of the key risk areas. Please add anything I may have missed, send it back, and I'll take a shot at fleshing it out. Thanks, Jeff < < * Retroactivity (July 1) < * No contract renewal < * No incremental "DASR'ing", i.e., adding/subtracting load on the < margin (fast food chains, for example) < * Cost allocation risk (e.g., IOU undercollection, bonds, DWR < undercollection gets distributed to DA customers) < < < ********************************************************************** This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. **********************************************************************
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