Message-ID: <3239408.1075854435483.JavaMail.evans@thyme> Date: Wed, 27 Sep 2000 05:36:00 -0700 (PDT) From: david.delainey@enron.com To: chris.foster@enron.com Subject: Re: EPMI WEST - Recent Trades with Long term Duration Cc: tim.belden@enron.com, edward.baughman@enron.com, greg.wolfe@enron.com, kevin.presto@enron.com, john.lavorato@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: tim.belden@enron.com, edward.baughman@enron.com, greg.wolfe@enron.com, kevin.presto@enron.com, john.lavorato@enron.com X-From: David W Delainey X-To: Chris H Foster X-cc: Tim Belden, Edward D Baughman, Greg Wolfe, Kevin M Presto, John J Lavorato X-bcc: X-Folder: \David_Delainey_Dec2000\Notes Folders\All documents X-Origin: Delainey-D X-FileName: ddelain.nsf Chris, this sounds good. It would be helpful for us (the overall power business) to have a common set of metrics and reports that evaluate the effectiveness and importance of the mid market effort. I think we all believe this is an important skill or capability that needs to measured and rewarded. Key metrics may include: a)coverage metrics against target customers (ie) customer contact ;b) forward deal flow or hot list; c)completed transactions and origination; and d) EOL customer sign-ons and deal flow. I look forward to sitting down to discuss. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 09/27/2000 12:28 PM --------------------------- From: Chris H Foster on 09/25/2000 03:46 PM PDT To: David W Delainey/HOU/ECT@ECT cc: Tim Belden/HOU/ECT@ECT, Edward D Baughman/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT Subject: Re: EPMI WEST - Recent Trades with Long term Duration Dave: I spoke with Ed Baughman about the reports he is generating to measure Middle Market Group "coverage" in the East. I also met with Greg Wolfe. and Tim B. to get their feedback as to how the East Desk Middle Market Reports reports should be used/modified for the West. As a result of these discussions, along with discussions with others in the Middle Market Group, effective October 1, we will begin to more systematically measure certain behaviors, such as customer telephone calls, in addition to origination. By focusing on behaviors, and not simply results, our hope is to expand the pool of customers and information and improve our marketing effort. I will be working with Ed to try to standarize the approach within EPMI. It is my understanding that you will be in Portland for a QBR toward the end of October. I look forward to reviewing our plans for coverage metrics and our first results with you then. Let me know if you want to discuss this approach prior to your visit. Thanks! Chris David W Delainey 09/15/2000 03:07 PM To: Chris H Foster/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT cc: John J Lavorato/Corp/Enron@Enron, Tim Belden/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Tammy R Shepperd/HOU/ECT@ECT Subject: EPMI WEST - Recent Trades with Long term Duration Guys, I appreciate the quality work and deal flow that you are generating. In an effort to measure and reward performance from our middle market groups we have attempted to come up with several standardized reports to be issued monthly and to be reviewed at the QBR. I am a strong believer in that what is measured and rewarded gets done. As well, the middle market capability is crucial to the continued growth of our business; therefore, reporting metrics which define high performance will ensure great deal makers get rewarded and that you will be able to attract high quality talent into the mid market groups. Baughman and Presto have created a number of reports and metrics for the East Power group, I would like you to take a look and let me know how they should be changed to reflect the business in the West. Upon agreement on the metrics, I would like issue these reports on a monthly basis. Tammy Sheppherd will get you a copy of the reports/metrics utilized in the East. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 09/15/2000 04:51 PM --------------------------- From: Chris H Foster 09/07/2000 02:17 PM To: David W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron cc: Christopher F Calger/PDX/ECT@ECT, Tim Belden/HOU/ECT@ECT Subject: EPMI WEST - Recent Trades with Long term Duration Dave/John: As you know, EPMI West recently has closed numerous longer-dated transactions (through 2002 and beyond) with munis and other direct counterparties (not marketers). Several of these resulted due to close coordination between the Originator from Chris Calger's Group, the Middle Marketer and the Trader, each with a different role, working out the split of origination to everyone's satisfaction. Tim Belden (see below) thought you might be interested in the attached spreadsheet listing some of these key deals done this year. Please let me know if you want further details on the transactions (503/464-3822). Thanks! Chris ---------------------- Forwarded by Chris H Foster/HOU/ECT on 09/07/2000 12:00 PM --------------------------- From: Tim Belden on 09/06/2000 06:39 PM To: Chris H Foster/HOU/ECT@ECT cc: Subject: Long Term Deals Could you please send an e-mail to Delainey, Lavorato, and Calger summarizing our long term deals done this year. It should be pretty short with just the facts. The deals I can think of are Kaiser, Roseville, Santa Clara, Redding, and Merced. They didn't ask for it, but I think it would be nice to do a quick, short, sweet piece of Portland Orig/Middle Market PR. Let me know your thoughts.