My suggestions are below.  Thanks Heather for the helpful update.
 -----Original Message-----
From: 	Mathis, Heather  
Sent:	Tuesday, July 31, 2001 1:30 PM
To:	Bolton, Stacey; Ring, Richard; Castano, Marianne
Subject:	CA BIZMIX Issues

Hello all!

I met with Diann Huddleson today and she clarified some issues for me regarding the DASRing of customers in California.  Unfortunately it wasn't what we wanted to hear.

On the easy side of things, all residential customers (PGE, SCE, SDG&E) were turned back to the utilities starting May 30th (DASRs were submitted and they are cycling off now depending upon meter reading cycles, etc.)  These customers received a letter letting them know about it.

On the commercial side of things (Diann had no distinctions between small commercial & large commercial & industrial customers), SDG&E customers have been ours all along and have never been DASRed and reDASRed.  In PGE & SCE, IBM behind PGE was also never put through the DASR process and has continuously received our product.  All other PGE & SCE customers were originally submitted for DASRing back to the utilities on - January 31!!!!!  That provides enough issues of its own, but I'll get to that.  PGE did a virtual switch so as of Jan 31 all these customers became PGE's again, but with SCE, when a customer was switched depending upon meter reading cycles, etc.  All de-DASRed customers were then re-DASRed back to us starting June 21, and Diann indicated that not only all of our old customers were re-DASRed, but new contracts were being executed and these new customers were also being DASRed to us.  No communication about all of this has been sent to the customers, but as we discussed, some personal basis notice may have been given to our larger customers through the reps.

So - I'm not worried about the residential side - we'll have to send them an annual historical label next April (with perhaps a letter explaining why they're still receiving info from us).  As far as the commercial/industrial .......

1.  No notice was provided to probably the majority of the customers. [Bolton, Stacey]  We (or PR) should prepare a customer letter as discussed with Peggy, notifying them that they are no longer receiving Bizmix ASAP.
2.  They've been receiving system mix since Feb 1 and we've been proceeding as if it were actually BIZMIX - i.e. the 2nd quarter labels they just received indicated BIZMIX, as appropriate to the customer. [Bolton, Stacey]   We should look into purchasing green tags to make these customers whole if we will be more than 5% off of our projection v. what we actually delivered.  The regs allow for discrepancies between projections and actual, and you don't have to show an extra column w/ the difference if you are w/in 5% delta band between projection and actual..  We can change the projection for third quarter and include this information in the customer letter. 
3.  What are the new customers (those as being DASRed to us the first time as of June 21) being told they are receiving?  Are they being marketed BIZMIX? [Bolton, Stacey]   We should ensure this is not the case with origination.  Someone in Jeremy B.'s shop will most likely know. 
4.  As far as dates are concerned for reporting purposes, will we just use those given as the date of submission (i.e. Jan 31, May 30, June 21) as it is impossible to pinpoint when each individual customer transferred? [Bolton, Stacey]   We should discuss this a bit.  I'm not sure that this will really matter at the end of the day.  The CEC has instructed us all along to send labels to the customers, which we have.  We'll report the purchases (brown and green) as normal at the end of the year. 

Let me know your input.

Heather