Message-ID: <31935391.1075851983090.JavaMail.evans@thyme> Date: Thu, 7 Jun 2001 05:50:00 -0700 (PDT) From: aleck.dadson@enron.com To: richard.shapiro@enron.com Subject: Ken Lay/John Lavorato Briefing Material Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Aleck Dadson X-To: Richard Shapiro X-cc: X-bcc: X-Folder: \Richard_Shapiro_Nov2001\Notes Folders\Canada X-Origin: SHAPIRO-R X-FileName: rshapiro.nsf FYI ----- Forwarded by Aleck Dadson/TOR/ECT on 06/07/2001 01:00 PM ----- Aleck Dadson 06/07/2001 12:48 PM To: Paul Devries/TOR/ECT@ECT cc: Subject: Ken Lay/John Lavorato Briefing Material I have attached the following: a) a high level outline of the speaking points for Ken Lay and John Lavorato for their meetings with Premier Harris and, I hope, Wilson, Purchase and Hubert; and b) a more detailed briefing note which outlines: i) key developments since April 4 , ii) our position re market opening and the key issues that have been raised against opening the market this Fall, iii) differences between California and Ontario; and iv) Enron's assessment of the possible difficulties in NYC this Summer. I am awaiting material from Houston to complete the piece on NYC. One piece that I think needs to be added to the detailed briefing note is an overview of Enron's current commercial position in Ontario - i.e. the renegotiation of the BE contract and the likelihood of pursuing a retail initiative. You will see where I have left space for that piece, hoping that you could draft it. I have endeavoured in the outline of the speaking points to focus on what we know the key issues/concerns for the government are at this stage. I have asked Sasha Jacob to provide us with profiles of Harris, Wilson, Purchase and Hubert to include in the final briefing package. I have prepared the material on the assumption that the best use of the meeting time (likely 45 minutes with Harris and 60 minutes with Wilson et al) is: a) to make the case for proceeding with market opening this Fall if the IMO and OEB reports re market readiness are positive; b) to provide Harris et al with our perspective on developments in the U.S. (particularly New York and California) about which the government may have continuing concerns; and c) to ask Harris what we can do to help the gov't move forward to a market opening this year. Rick Shapiro left me a voice mail indicating that Lavorato and he had spoken about the visit and the supporting material. The agreement between the two of them is evidently that Rob, you and I are all to be comfortable with the briefing material before sending it to John, who will then review it and propose any changes he feels are necessary before it is forwarded to Ken Lay. I would appreciate your questions, comments and suggested revisions. D.A.D.