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Enron Mail |
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-----Original Message----- From: =09Migden, Janine =20 Sent:=09Wednesday, July 25, 2001 12:54 PM To:=09Presto, Kevin M.; Ader, Jeff; Allegretti, Daniel; Baughman, Edward D.= ; Bernstein, Mark; Boston, Roy; Burrows, John; Clynes, Terri; Courtney, Mar= k; Decker, Charles; Detina, Ken; Frazier, J Ryan; Gahn, Scott; Hueter, Barb= ara A.; Kingerski, Harry; Landwehr, Susan M.; Letke, Eric; Lewis, James; Ma= strangelo, Lino; Merola, Jeff; Migden, Janine; Nicolay, Christi; Persson, R= oger; Roan, Michael; Sewell, Doug; Shapiro, Richard; Sharfman, Guy; Sharp, = Greg; Snyder, Brad; Steffes, James D.; Stoness, Scott; Ulrich, Marc; Whalan= , Jubran; Wood, James; Young, Ress Subject:=09FW: Potential POLR Opportunity FYI.. According to Marc, the residential load is 8202 MW and the average rate is = $.093/kwh. - see below. Thanks Marc! -----Original Message----- From: =09Ulrich, Marc =20 Sent:=09Wednesday, July 25, 2001 10:22 AM To:=09Migden, Janine Cc:=09Sharfman, Guy Subject:=09Re: Potential POLR Opportunity =20 From:=09Janine Migden/ENRON@enronXgate on 07/25/2001 09:49 AM To:=09Kevin M Presto/ENRON@enronXgate, Jeff Ader/HOU/EES@EES, Daniel Allegr= etti/ENRON@enronXgate, Edward D Baughman/ENRON@enronXgate, Mark Bernstein/H= OU/EES@EES, Roy Boston/HOU/EES@EES, John D Burrows/HOU/EES@EES, Terri Clyne= s/ENRON@enronXgate, Mark Courtney/HOU/EES@EES, Charles Decker/HOU/EES@EES, = Ken Detina/HOU/EES@EES, J Ryan Frazier/HOU/EES@EES, Scott Gahn/HOU/EES@EES,= Barbara A Hueter/ENRON@enronXgate, Harry Kingerski/ENRON@enronXgate, Susan= M Landwehr/ENRON@enronXgate, Eric Letke/HOU/EES@EES, James W Lewis/HOU/EES= @EES, Lino Mastrangelo/HOU/EES@EES, Jeff Merola/HOU/EES@EES, Janine Migden/= ENRON@enronXgate, Christi L Nicolay/HOU/ECT@ECT, Roger Persson/HOU/EES@EES,= Mike Roan/ENRON@enronXgate, Doug Sewell/ENRON@enronXgate, Richard Shapiro/= ENRON@enronXgate, Guy Sharfman/HOU/EES@EES, Greg Sharp/HOU/EES@EES, Brad J = Snyder/HOU/EES@EES, James D Steffes/ENRON@enronXgate, Scott Stoness/HOU/EES= @EES, Marc Ulrich/HOU/EES@EES, Jubran Whalan/HOU/EES@EES, James B Wood/EWC/= Enron@ENRON, Ress Young/HOU/EES@EES cc:=09=20 Subject:=09Potential POLR Opportunity Rob Kelter and Julie Lucas from Citizen's Utility Board (CUB) a residential= advocacy group in Illinois called me yesterday to discuss Enron's interest= in becoming a provider of last resort for Illinois residential customers s= erved by ComEd. As a result of the letter that ComEd sent to the ICC regar= ding the PPO, etc, CUB has met with ComEd regarding the impact on residenti= al customers. ComEd has told CUB that they do not want to be the provider = of last resort and also that their plan is to raise the residential rate hi= gh enough to incentivize marketers to come and serve, a plan which is anath= ema to CUB. The bottom line is that CUB is either looking to pass legislation for munic= ipal aggregation like Ohio or work out a deal with a supplier to be the POL= R and take it to ComEd. (While I don't know this for sure, I suspect we ar= e the only marketer they have talked to since we were the only ones to expr= ess an interest in talking further). If that doesn't work, they want to fo= rce ComEd into doing least cost planning for its supply. Rob did not know what the unbundled generation rate is but said the all-in = rate is approximately $.09/kwh. Subtracting out t&d we could be looking at= a generation price to beat of approximately $.06/kwh. We would also need t= o factor in the impact of any increase as a result of the DST case because = under their filing, the rate increase applies only to customers who switch.= As part of any deal, we could argue to ComEd that the customers we take o= n should be treated like bundled customers). I have asked Marc Ulrich and = Guy Sharfman for specifics as to the size of the residential load and the u= nbundled generation rate. The questions we need to discuss internally include: 1. Is this a deal we could do from a physical delivery standpoint? 2. If yes, would we want to take on the entire residential load or just a = portion, for example the residential customers of the City of Chicago). 3. Is this an EES deal or is this an ENA deal in which we bring in New Pow= er? =20 Your comments and thoughts would be appreciated. At any rate this will be = on the agenda for our ComEd strategy meeting on August 6 - see other emails= . Rob and I agreed to get back in touch the week of August 19th to discuss= further. Janine
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