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She was at attention, throughout the meeting..... | dev33 |
Thanks very much, Doug. | dev33 |
Apologies. | dev33 |
I've had to focus a bit on the finance project (and slogging through the case has been long and painful). | dev33 |
I'll have my responses to 1-3 to Kim later this afternoon. | dev33 |
I didn't get an email on German GAAP from the professor. | dev33 |
Here's the exec sum draft that distributed hard copies of today. | dev33 |
it's going to change quite a bit based on today's work. | dev33 |
i'll try to turn it around by tomorrow for folks to look at. | dev33 |
Ditto, Christine: I've proposed some edits (for what they're worth) to Christine's fine work. | dev33 |
Kim, this case has left me brain dead ("compare the differences between the US Consitutation and the Magna Carta"---give me a break), so you may want to make sure that I haven't made any outrageous typos. | dev33 |
Best, Jeff | dev33 |
Greetings. | dev33 |
I have a conflict in the morning, but could join by conference calling beginning at 2 pm. | dev33 |
Is that possible. | dev33 |
If not, no big deal. | dev33 |
I, like Ralph, will catch up at the next meeting, and submit our ideas to Eve between now and then. | dev33 |
Let me know. | dev33 |
And I agree with Ralph re: staying focused on the most urgent issues. | dev33 |
Best, Jeff | dev33 |
Very glad to here that things have gone well thus far. | dev33 |
I'm keeping my fingers crossed that the good luck continues! | dev33 |
If we don't talk between now and Thursday, we'll talk then. | dev33 |
Best, Jeff | dev33 |
Not sure that you were on the email list for this. | dev33 |
Who's "Chris Fair?" | dev33 |
I don't think that's you. | dev33 |
Great. | dev33 |
How's 2 PM today? | dev33 |
I think at this point, any more changes, and we're going to blow our collective brains out. | dev33 |
But here's a question. | dev33 |
What interest rate did we use to calculate the interest the County receives on its "ending balance?" | dev33 |
Ted, you likely have a much better feel for this, but should it be something like the 3-month commercial paper rate, or something? | dev33 |
Did we use the 20-year treasury? | dev33 |
Again, I think we likely ought leave the thing along at this point, but thought I'd throw it out there. | dev33 |
Tell me that it doesn't matter, please. | dev33 |
And Ted, I thought we agreed that the interest rate was 5.720928373983039 (kidding). | dev33 |
Jackie: Good luck with Schwab. | dev33 |
I'll keep my fingers and toes crossed. | dev33 |
Best, Jeff | dev33 |
I agree. | dev33 |
My expectations for the new "California Energy Solutions Group" are low, but willing to give it a go. | dev33 |
I'm planning on having the piece done by lunch---working on it now. | dev33 |
Attached is the first message; there are 3 more messages, or so, which will only be (no more than) one more page. | dev33 |
New Yorker reviews Henry Moss in this week's issue. | dev33 |
Haven't read it yet. | dev33 |
Did you guys like it? | dev33 |
Cameron, what's the name of the bandwidth exchange firm that you guys did your deal with? | dev33 |
Bandwidth Exchange? | dev33 |
(I"m brain dead.) | dev33 |
Got your message re: reverse auction all of the utility's demand. | dev33 |
Getting (interestingly complicated), though. | dev33 |
Now, the utilities want to create a "core/noncore" split in electricity, like in gas (where large gas customers can't take commodity from the utility). | dev33 |
With a core/noncore split, Edison claims that QF contracts, nukes and other existing generation that it still holds is sufficient to meet "core" needs and it therefore may not need "contracts." | dev33 |
As you can imagine, large customers ain't clamoring to get thrown into the market as "noncore" customers right about now. | dev33 |
But they may find themselves without a choice. | dev33 |
I talked to Calger on Friday about reverse auction versus benchmark and I'll be talking to the traders about it this afternoon, and we'll be discussing further when Rick, Steffes et al are here tomorrow. | dev33 |
Will let you know where it goes. | dev33 |
Best, Jeff | dev33 |
Talk to you then. | dev33 |
Hi Michelle: Guess who? | dev33 |
Just went into Ehronline and noticed that under vacation it sez that I'm entitled to 75 hours of vacation, and that I've used 48 hours, leaving 27. | dev33 |
I think that I'm actually entitled to more than 75 hours. | dev33 |
Please tell me that I am. | dev33 |
Thanks very much. | dev33 |
Signed, Desperately in need of vacation Also, I clicked on deferral enrollment, and by-golly if I couldn't find the election form to download. | dev33 |
Am I just clueless, or is there another place that I need to look for it? | dev33 |
Thanks a million. | dev33 |
Sounds good. | dev33 |
thanks. | dev33 |
we should talk more about the perfect deal----if it's still something that you think is worth pursuing. | dev33 |
you didn't think henry moss was the cat's meow, did you? | dev33 |
I think that you're wondering is right on target. | dev33 |
Hi: Though I'll miss the meeting (if it's over by 2 PM), I'll be able to give you our ideas on the agenda items tomorrow. | dev33 |
If there's anything else, just let me know. | dev33 |
Best, Jeff | dev33 |
Please keep this confidential at this point. | dev33 |
It's the agenda for the California "subcommittee" meeting on Tuesday that I mentioned in an earlier note. | dev33 |
They were unable to reschedule the meeting, which starts at 10 AM tomorrow, but we're on the subcommitte and will have very good access to the final product, so I'm not too concerned about missing the "kickoff" meeting. | dev33 |
Folks in California are really looking to us to help figure out item #2 "forward contracting." | dev33 |
It would be very useful to discuss this outline tomorrow while we're all together. | dev33 |
Best, Jeff | dev33 |
good point. | dev33 |
if you'd like to include it in this draft, i'm fine with that---we certainly have been very vocal about the need to reform it. | dev33 |
alternatively, we could discuss with the larger group tomorrow whether we weigh in heavily and if so what our exact message ought to be. | dev33 |
either way works for me, just let me know. | dev33 |
thanks. | dev33 |
my assumption is that, with respect to power plant siting and what we ought to do, you'll take the lead tomorrow. | dev33 |
does it make sense for now to leave a "placeholder' under that one and we can discuss further tomorrow, or would you prefer to put a specific item in there now, like "Legislature should revisit last session's streamlining bill?" | dev33 |
you're cash flow spreadsheet is freakin' awesome. | dev33 |
nice job. | dev33 |
can you please call me? | dev33 |
i'm trying to input the numbers from the spreadsheet into the exec sum, and have a question. | dev33 |
thanks. | dev33 |
415.782.7822. | dev33 |
Thank you so much. | dev33 |
Really sorry to bother you so much. | dev33 |
Just had a long internal meeting. | dev33 |
Over the next 24 hours, we're going to try to simulate on California a potential solution we devised in the meeting. | dev33 |
No sense in offering something up if we don't know what the numbers look like, at least in a "ball park" sense. | dev33 |
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