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Enron Mail |
i heard dave's voicemail. i appreciate his concern. however, i don't thin=
k that the delineation is easy to do. i am confident that my team knows wh= at we are good at and what we aren't good at. if we aren't best suited to = serve the load, we will act like "one enron" and send the account over to t= he them. the split should really be driven by the customer's needs and whi= ch utility they are behind. for example, montana power has a wonderful bal= ancing tariff where the utility looks at the scheduled volume and compares = it to the actual volumes and settles directly with the customer for imbalan= ces. we don't do any metering, we don't do any unique billing, the loads r= ange anywhere from 1 MW to 25 MW. ena is definitely best suited to serve t= hese industrials because commodity price is their top interest. the pugest= system is about to open up with a structure that is similar to montana's. = ena will be very well positioned to serve this load. the same company cou= ld have a plant in california. we wouldn't serve that load because the exp= ertise needed to manage the ctc risk (before this thing blew up anyway), th= e challenge of metering and tracking metered volumes on a schedule vs. actu= al basis, and the load forecasting. the same company could also own gas st= ations in the west. we have no interest in serving gas stations. i also heard the message attached to dave's from scott dann (sp?). his mes= sage did little to open communication between groups. he provided no detai= ls on what the issue was in the west with respect to epmi (ena) and ees. f= or us to do this right, ees and ena need to be able to solve problems witho= ut involving the office of the chair of each company. i would be happy to = work with anyone from ees to resolve who should be covering which accounts. i still can't think of a clean way to divide customers. each approach has = its problems. each company (ees and ena) has its strengths. our strength = is commodity pricing and delivering a mw to anywhere on the western grid. = their strength is in tariff analysis, energy management, and aggregating lo= ads. for the west, i am confident that chris calger and i can sort out any dispu= tes with ees that are reasonable. we know what we are good at. we have a = proven track record with a large number of industrials in the west. i stil= l believe that our customers and shareholders are best served with our favo= red approach. it will require better communication on the operating level = between ees and ena.
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