John,

Sorry, I missed you on the original distribution list.  I work for Lloyd Will on the East Power Desk and have been coordinating the UBS start up steps related to NERC, ISO's and TP's.  

Debra
 -----Original Message-----
From: 	Bailey, Debra  
Sent:	Monday, February 04, 2002 9:57 AM
To:	Steffes, James D.; Reeves, Leslie
Cc:	Will, Lloyd; Forster, David; Jafry, Rahil; Bentley, Corry; Tripp, Garrett; Belden, Tim; Richter, Jeff; Presto, Kevin M.
Subject:	Business information needed for TP, ISO and NERC agreements 

Leslie, Jim:

We will need the following information to complete the transmission provider applications, ISO agreements, and NERC memberships.  

- Billing Contact including address, number, email etc.  
- Customer Contact including address, number, email etc.  (We recommend Corry Bentley for the East, however need to confirm address)
- Routing numbers, billing fax numbers
- UBS AG DUNS number
- Confirm what company name to be utilized for the Transmission Provider, ISO and NERC Regional Reliability Council agreements/memberships.

Leslie, can you assist in helping us finalize the above information.  We would like to begin mailing in the TP, ISO & NERC agreements next week on the 12th. 

In regards to NERC ETAG and NERC business entity, we would like to register as UBS.  If we register as UBSWE it may get confused with the East and West scheduling desks.  Therefore, we would like to use the following initials for the NERC scheduling desk codes: UBSE (east desk), UBSW (west desk), UBSC (canada).   I will coordinate this with the West and Canada desks this week, in addition to other remaining steps such as registration with Tradewave for JTSIN OASIS etc.  

Debra




 -----Original Message-----
From: 	Forster, David  
Sent:	Friday, February 01, 2002 8:46 PM
To:	Bailey, Debra; Will, Lloyd
Subject:	FW: UBS Names Summary



 -----Original Message-----
From: 	Forster, David  
Sent:	Wednesday, January 30, 2002 9:09 AM
To:	Guadarrama, Michael; DL-EOL eCommerce Support; Becker, Lorraine; Mandola, Teresa; Mcquade, Jennifer; Carter, Carl; Diamond, Daniel; Jafry, Rahil; Shults, Bob
Cc:	Webb, Jay
Subject:	UBS Names Summary

Following is the summary of names (at least, as things stand as of this minute!)


UBS Names Summary

1) The contracting entity for US Gas and Power Master Agreements, GTC's, ETA's and PA's will be "UBS AG"

2) The entity for US Gas and Power deals (as appears on Product Descriptions) will be "UBS AG, London Branch"

3) The company name for most promotional purposes (e.g. marketing brochures) will be "UBS Warburg Energy", though the full legal version of this name is "UBS Warburg Energy, LLC"

4) Where the keys logo is used, format shall be "<keys> UBS Warburg". References to other names, such as "UBS Warburg Energy" shall be in a separate part of the screen/page.

5) The website address will be www.ubswenergy.com


Questions still outstanding (hopefully will be resolved early next week)

1) The name of the contracting entity for Canadian GTC, Master, ETA, PA.

2) The name of the entity for Canadian Gas and Power Deals.


Conversion Map for Website Contents

Based on the above Names Summary, the following map should apply. If you see any specific instances in which applying this map would result in a questionable result, please see me and I will try to clarify the appropriate treatment.

"Enron Corp" -> "UBS AG"
"Enron North America" -> "UBS AG" on Masters, GTC's, ETA, PA ONLY
"Enron North America" -> "UBS AG, London Branch" on Product Descriptions
"EnronOnline" -> "UBSWenergy"
"www.enrononline.com" -> "www.ubswenergy.com"
"Enron" -> "UBS"