Message-ID: <824025.1075846393475.JavaMail.evans@thyme> Date: Mon, 13 Dec 1999 17:22:00 -0800 (PST) From: jane.wilson@enron.com To: robert.neustaedter@enron.com, terence.thorn@enron.com Subject: Re: Full Unbundling of Distribution Companies in Argentina Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Jane Wilson X-To: Robert Neustaedter, Steven J Kean@EES, Terence H Thorn X-cc: X-bcc: X-Folder: \Steven_Kean_Dec2000_1\Notes Folders\Working groups X-Origin: KEAN-S X-FileName: skean.nsf Looks like there is movement here on the working group. ---------------------- Forwarded by Jane Wilson/ENRON_DEVELOPMENT on 12/14/99 01:22 AM --------------------------- Jose Bestard 12/13/99 12:55 PM To: Jane Wilson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Subject: Re: Full Unbundling of Distribution Companies in Argentina Jane. Memo to Mike. Jose ---------------------- Forwarded by Jose Bestard/ENRON_DEVELOPMENT on 12/13/99 12:54 PM --------------------------- Jose Bestard 12/13/99 10:59 AM To: James M Bannantine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Diomedes Christodoulou/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Steven J Kean/HOU/EES@EES Subject: Re: Full Unbundling of Distribution Companies in Argentina FYI Jose ---------------------- Forwarded by Jose Bestard/ENRON_DEVELOPMENT on 12/13/99 10:57 AM --------------------------- Jose Bestard 12/10/99 09:45 PM To: Mike G Smith/ENRON_DEVELOPMENT cc: Michael Guerriero/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ricky Lynn Waddell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, George Wasaff/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter E Weidler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT Subject: Re: Full Unbundling of Distribution Companies in Argentina Mike. This is one of the policy issues we need to reconcile, not only internally in our region but also because of contradictory policy positions in other regions as well. This is one of the Agenda Items in our regulatory plan for 2000. We will establish a working group to look at the issue and the final outcome will be a position statement of what Enron stands for. We know that our "flag themes" are competition and customer choices, but we need to be more concrete on situations that require a "close system" as a pre-condition for infrastructure development, and then a position of a migration approach or milestones to provide greater access and customer choice. The context is that there are substantial differences in the stage of market, regulatory, and infrastructure development in the regions and specific areas within the regions ; from "greenfield distribution development opportunity" in the southern states of Brazil, to a more mature situation in Argentina and elsewhere. We need to explore these differences and state what are we willing to defend. The answer "Brazil distribution system is close because it is in the Constitution or in the concessions contracts" is not very uplifting. The position "All distribution companies have to allow for full access of all customers to their selected supplier" does not address the practical issue of greenfield development. We need to develop a different answer. WE SHOULD NOT ASK OTHERS TO WORK UNDER RULES THAT WE WOULD NOT AGREE TO WORK UNDER!!! WE SHOULD MEAN WHAT WE SAY AND ACT AS WE SAY!!! In order to get an answer that would be accepted not only in our region but also globally; we need to explore this issue through a task force. The first task will be to draft a recommendation and later to have it reviewed by Executive Management. The key people in our region for this are: Business Units heads: Mike Guerriero, Rick Waddell/Orlando Pupin (George Wasaff and Pete Wielder do you want to get involved now?) Gas Regulation: Mike Smith, Guillermo Canovas Outside the Region: Jane Wilson, (I am soliciting other names to get a input of other experiences in the USA. I will have them later on). We need to plan for their time commitment. Mike Guerriero has a window of opportunity in Argentina because he is a new comer. In order to be productive and do it on a fast time table I would like you to organize the meetings and the inputs. Let's set a tentative target to get the draft out at the end of January . You need to consult with the other people, provide us with a propose plan and make sure we set aside the time and get the time commitment. Thanks Jose Mike G Smith 12/10/99 12:05 PM To: Michael Guerriero/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ricky Lynn Waddell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jose Bestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, George Wasaff/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter E Weidler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Guillermo Canovas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Gabrielle Bardet/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT Subject: Full Unbundling of Distribution Companies in Argentina Guys We should have a meeting to discuss the above topic. Mike Guerriero is proposing that the distribution companies in Argentina should fully unbundle, which would include that they get rid of the buying and selling of gas and that function would basically be borne by marketers. There are some other topics, but this is the one that needs to be discussed internally. I propose we have a meeting at 8am Houston time on Wednesday, December 15th which is an hour before the risk committee meetings starts. If you cannot be there, I would appreciate you sending a representative for you. This topic needs to be decided quickly so that a package can be put together for the higher end of the government ready to go at the first of the year. Gabby, could you get a call in number for everyone and distribute to everyone? thanks mike