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HomeMy WebLinkAboutA001 - Future Electric GenerationTo:Mayor & City Council From:Donald Kom, Director of Electric Services Date:June 17, 2025 Subject:Future Electric Generation Item No. 1 MEMO The City's Electric Utility is in the midst of dynamic changes. The primary fuels used in the City's Power Plant ten years ago (coal and refuse derived fuel) are different from those used today (natural gas and RDF), and those anticipated to be used in 2027 (natural gas alone). Increasing demand for electric vehicles and other devices has changed how metering infrastructure and rates are used to manage growth in load. Extreme weather events (e.g., the 2020 derecho) and infrastructure investments by neighboring utilities have presented the need and opportunity for additional electric transmission capabilities. Finally, the City's Climate Action Plan has called for significant changes in how energy is produced to serve Ames customers' needs. In light of these dynamics and considering the infrastructure currently in place to meet the Utility's needs, staff presented a “first-look” of its long-range plan (copy of the Power Point attached) to Council on December 17, 2024. This was followed up with an aggressive 5-year Capital Improvements Plan for the Electric Utility presented and approved by Council earlier this year. Since that time, studies have been completed in the areas of Unit Health Assessment, Generation Alternatives, and Generation Optimization. In May 2024, Electric retained HDR Engineering, Inc. to review and document the condition of major systems and equipment associated with Units 7 and 8 and provide an overall health assessment. Separately, HDR was again hired to perform a technical evaluation of six generation assets types and provide capital and O&M costs, performance characteristics, and amount of CO2 per MWh. In September 2024, BrightNight, LLC was retained to perform generation performance/operation modeling. BrightNight utilized its energy modeling and optimization tool to discover resource mixes that would best fit Ames. The tool performed historical and forward-looking analyses, incorporating long-term historical weather and market energy pricing data as well as future forecasts. City Clerk's Office 515.239.5105 main 515.239.5142 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org 2 In order to bring the City Council up to date, staff has prepared a presentation that will be reviewed at the June 17 Council workshop. The presentation aims to summarize the study outcomes mentioned above. Staff will again outline the philosophies that have been employed to prepare the current CIP for the next five years, and areas of focus farther out. Currently, the presentation is informational only. Staff has an RFP on-the- street to hire an engineering firm to serve as the Utility’s consultant to design a generation plant to meet short- and long-term capacity obligations while also considering operational costs and characteristics. This will tie back to the concept laid out at the December 17, 2024 presentation which considered Affordability, Reliability, and Sustainability. ATTACHMENT(S): Dec. 17 2024 presentation.pptx June 17 - Presentation v2.pptx City Clerk's Office 515.239.5105 main 515.239.5142 fax 515 Clark Ave. P.O. Box 811 Ames, IA 50010 www.CityofAmes.org 3 City of Ames Electric Utility Considerations for the long-term: Affordability Reliability Sustainability 4 Utility History •First started generating in 1896, producing 0.15 mega-watts (MW) •Currently serve 28,000 customers with a peak demand of 138MW and approximately 630,000 MWh annual consumption •Current Thermal Generation 1967- Unit 7: 33MW, Natural Gas 1972- Gas Turbine #1: 18MW, Fuel Oil 1982- Unit 8: 65MW, Natural Gas 2005- Gas Turbine #2: 29MW, Fuel Oil •Current Green Energy Generation 2009- 36MW of Wind, Purchase Power 2029 2018- 2MW of solar, Purchase Power 2038 5 Maintain a Strong and Robust Utility Three Main Drivers: Five Main Areas Affecting these three drivers: MISO Requirements Operating Post-Waste-to-Energy Climate Action Plan/Environmental Regulations Load Growth Asset Health/Life 6 Midcontinent Independent System Operator • Independent, not-for-profit, member-based organization that manages the flow of high- voltage electricity across its region. • Called an Independent System Operator (ISO) because it has independent authority, overseen by the Federal Energy Regulatory Commission (FERC), to operate the transmission lines owned by the utilities. Designated by FERC as the “regional transmission organization (RTO) for its territory. 7 Midcontinent Independent System Operator • Provides rules so the wholesale electricity transmission system operates reliably and safely. • Provides electricity markets in which buyers and sellers bid to purchase or offer to sell wholesale electricity. 8 MISO Capacity •Generation Capacity - The amount of electricity a generator can produce when it's running at full output •Demand Capacity – The amount of electricity the City Electric system has demanded during peak hours, averaged over the last 5 years. Determined for each season of the year •MISO requirement: Generation Capacity Demand Capacity109% •Obtaining Generation Capacity: 1.Own generation capable of producing the required amount of energy 2.Purchase capacity from other utilities who have excess •Capacity is sold in units of Megawatt-day •Until recently, prices were around $10-$15 / MW-d •2022 capacity prices were around $200/MW-d for summer season. Prices dropped back to $30 for our region but are predicted to be around $150 this next year as more utilities retire generation 150MW @ $15 = $202,500/season 150MW @ $150 = $2,025,000/season •Ownership of reliable generation is proving very valuable 9 MISO Requirements for a generator to receive Capacity credit •City of Ames Current Capacity: . •Unit 7- 39MWx86% =33MW, starts in 6 hrs •Unit 8- 65MWx73% =50MW, starts in 10 hrs •GT1- 16MWx90% =14MW, less than 2hr start •GT2- 25MWx96% =24MW, less than 2hr start •A Generation Unit must meet many requirements depending on how it is characterized by MISO. Generally speaking: •Fast start. The quicker it can be turned on and off, the better. •Within 30 minutes is ideal •Less than 2 hours is desired •Firm fuel source. Unit can produce at anytime for as long as needed. •Demonstrated output. Unit has demonstrated ability for 1 to 4 hours (depending on generation type) •Reliable Service. Historical performance for the last 3 years is monitored. •Anytime a generator trips offline or fails to start, the capacity credit drops. •The amount of time a generator is out of service due to an unplanned outage, the capacity credit drops. •Wind PPA – 30MW x 16.5% = 5MW •Solar PPA – 2MW x 50% = 1MW 10 Transmission Transmission Connecting Ames Electric System to Grid •Future substation and additional lines being installed by ITC in 2025. Ames Electric can/should own a portion of the substation • If both Boone and Ankeny lines go down, we have generation on to cover. • When generation is not always on, we need a third large transmission line 11 Transmission •Desire to always have what is called N-2 contingency •N= options to serve entire city load •Boone Junction 161 kV line •Ankeny 161kV line •Internal Generation (when on) •Future 161kV line •Note – 69 kV line limited to 70 MVA •If both Boone and Ankeny lines go down, we have generation on to cover. •When generation is not always on, we need a third large transmission line 12 Environmental Regulations •Electric Generating Greenhouse Gas Rule •Published May 9, 2024 •Aimed to largely decrease greenhouse gases from existing coal-fired plants •Ensure new combustion turbines are built to obtain GHG emission reductions on par with those obtained through carbon capture and sequestration •There is currently litigation challenging several items in the rule City of Ames Thermal Generation Amounts •Unit 7 = 1,350 lb CO2/MWh •Unit 8 =1,300 lb CO2/MWh •GT-1 = 2700 lb CO2/MWh •GT-2 = 1790 lb CO2/MWh Gas-Fired Steam Units Presumptive Limits •Base Load (CF>45%): 1400 lb CO2/MWh-gross •Intermediate Load (CF 8-44%): 1,600 ‘’ •Low Load (CF<8%): 130 lb CO2/MMBtu Gas-Fired Combustion Turbine Presumptive Limits •Base Load (CF>40%): XXXXX lb CO2/MWh-gross •Intermediate Load (CF 20-40%): XXXXXX ‘’ •Low Load (CF<20%): XXXXX lb CO2/MMBtu *Capacity Factor (CF)- Ratio of energy produced for a period of time vs what could have been produced at continuous full power during that same period 13 Green • $50 Million • % green • 1.5% rate increase per year 14 Load Growth •Electric Vehicles •Electrification of Homes & Businesses (Existing and New) •Weather changes •New Customers Utility current forecast: Peak Demand = 138MW (Aug of 2023) Annual Usage = 629,000MWh (2023) By 2035: Peak Demand =160MW Annual Usage = 700,000MWh 15 AMES Net System Energy – 12 month rolling 530 540 550 560 570 580 590 600 610 620 630 640 GWh per Year Net System Energy Projection Net System Energy Historical 16 Asset Health Generation •Steam Units U7 & U8 •Overall age – design life is 30yrs •Life assessment – Dec 2024 •RDF as been particularly hard on boilers •Combustion Turbines •GT-1 •Generator and expander are original •Engine being replaced •Controls being replaced •GT-2 •Controls being replaced •Approaching 20 yrs old Transmission •161 kV lines •Boone line needing face lift within the next 5yrs •NE Ankeny line in good repair •69 kV system •System is 30 yrs old and needs to be largely replaced 17 Asset Health Generation •Steam Units U7 & U8 •Overall age – design life is 30yrs •Life assessment – Dec 2024 •RDF as been particularly hard on boilers •Combustion Turbines •GT-1 •Generator and expander are original •Engine being replaced •Controls being replaced •GT-2 •Controls being replaced •Approaching 20 yrs old Transmission •161 kV lines •Boone line needing face lift within the next 5yrs •NE Ankeny line in good repair •69 kV system •System is 30 yrs old and needs to be largely replaced 18 Asset Health Generation •Steam Units U7 & U8 •Overall age – design life is 30yrs •Life assessment – Dec 2024 •RDF as been particularly hard on boilers •Combustion Turbines •GT-1 •Generator and expander are original •Engine being replaced •Controls being replaced •GT-2 •Controls being replaced •Approaching 20 yrs old Transmission •161 kV lines •Boone line needing face lift within the next 5yrs •NE Ankeny line in good repair •69 kV system •System is 30 yrs old and needs to be largely replaced 19 1)Maintain ability to serve City's peak load amount with generating units that can be turned on at anytime •Creates ceiling for energy pricing. Protects utility from volatility in market •Provides Opportunity to sell energy to Market when grid demands it •Creates ceiling for capacity pricing. 2)Under normal conditions, have N-2 redundancy to serve the City's electric load without local generation, even if any two of the transmission lines capable of feeding the City are lost •Reduces risk of large-scale outage due to transmission limitations 3)Keep customer costs competitive with surrounding Electric Utility companies • Do not raise rates more than 15% cumulatively over the next 10 years 4)Limit overproducing (selling) when generating only from green sources • Can not rely on overproducing to meet City’s green goals. Market price conditions when are often negative when the wind speed is high 5)Serve as much of the City's electric load with green energy without compromising other guidelines Utility Plan Development Guidelines Current: Peak Demand = 138MW Annual Usage = 629,000MWh Assumptions by 2035: Peak Demand = 160MW Annual Usage = 700,000MWh 20 Chart shows the entire cost of electricity, including the energy costs, monthly service costs, and all additional costs like the Energy Adjustment Charge for the four electric utilities serving Ames. The cost per kWh figure is calculated by the entire consumer payments, divided by the total amount of energy (kWh) sold. This data is filed once per year with the Iowa Utilities Commission. Note - these figures do not reflect the impact of recent rate increases by Alliant Energy or Midland Power. 21 Chart shows the entire cost of electricity, including the energy costs, monthly service costs, and all additional costs like the Energy Adjustment Charge for the four electric utilities serving Ames. The cost per kWh figure is calculated by the entire consumer payments, divided by the total amount of energy (kWh) sold. This data is filed once per year with the Iowa Utilities Commission. Note - these figures do not reflect the impact of recent rate increases by Alliant Energy or Midland Power. 22 Chart shows the entire cost of electricity, including the energy costs, monthly service costs, and all additional costs like the Energy Adjustment Charge for the four electric utilities serving Ames. The cost per kWh figure is calculated by the entire consumer payments, divided by the total amount of energy (kWh) sold. This data is filed once per year with the Iowa Utilities Commission. Note - these figures do not reflect the impact of recent rate increases by Alliant Energy or Midland Power. 23 Here’s what you’re going to see in the Electric CIP • Need to Replace Older generation, load growth • New Projects in CIP – New Thermal (from savings to drop RDF) – New Green Energy (from 1.5%/yearly increase, can be increased/decreased as Council directs have examples) • How to paying for? 24 City of Ames Electric Considerations for new Electric Generation 1 25 What We’re Going to Cover - Utility Priorities and Guidelines - Current Utility status and the projected needs over the next 10 years- Health Assessment of current generation - New Generation Technology assessment - How new generation technology fits City of Ames- Utility plans for next 10 years 2 26 Utility Priorities Reliability: -Transmission –Electric lines connecting Ames to the outside electric grid. - Ability to remove different transmission lines and still serve all Ames load without local generation -Capacity –Ability to generate enough energy to meet customer’s peak load - The System Operator (MISO) requires Utilities to have capability of covering 110% of peak load Affordability: -Rates – Avoid large increases, compare to surrounding Utilities Sustainability: -Green Resources – Intermittent Resources such as Wind and Solar generation. -Heavily Dependent on Mother Nature 3 27 1)Maintain ability to serve City's peak load amount with generating units that can be turned on at anytime (Thermal Generation) •Creates ceiling for energy pricing protecting utility from volatility in market •Provides Opportunity to sell energy to Market •Creates ceiling for capacity pricing. 2)Under normal conditions, have three transmission options to serve the City's electric peak load without local generation on •Reduces risk of large-scale outage due to transmission limitations 3)Keep customer costs competitive with surrounding Electric Utility companies 4)Limit overproducing (selling) when generating only from green sources •Market price conditions are often negative when the wind speed is high 5)Serve as much of the City's electric load with green energy without compromising other guidelines Utility Plan Development Guidelines 4 28 Current •28,000 customers •Peak demand of 138MW •630,000 MWh annual consumption •Thermal Generation 1967- Unit 7: 33MW, Natural Gas 1972- Gas Turbine #1: 18MW, Fuel Oil 1982- Unit 8: 65MW, Natural Gas 2005- Gas Turbine #2: 29MW, Fuel Oil •Green Energy Generation 36MW of Wind-PPA ends in 2029 Utility Status Projected By 2035 •30,000 customers •Peak demand of 160MW •700,000 MWh annual consumption •No longer burning RDF (2027) 5 29 Unit 7 and Unit 8 Health Assessment •Retained HDR, Inc to review and document the condition of major systems and equipment associated with Units 7 and 8 and provide an overall health assessment •HDR provided a thorough 48-page report that is summarized in three categories: LEAST Concern– The equipment can reasonably be expected to continue operation through the future and beyond (5-10+ years) after RDF is no longer combusted given that appropriate maintenance and inspections continue. MODERATE Concern – The equipment can reasonably be expected to continue operation after RDF is no longer combusted (10 years or less) given that appropriate maintenance and inspections continue. CRITICAL Concern – The expected operational life of the equipment cannot be predicted and has elevated risk of failure.6 30 Unit 7 Health Assessment Unit 7 Equipment Concern Concern Concern Boiler and Steam Drums X Main Steam Piping X Induced Draft Fan X Forced Draft Fan X Air Preheater X Stack X Steam Turbine, Generator and Exciter X Boiler Feedwater Pumps and Piping X Low Pressure Feedwater Heaters X Deaerator and Storage Tank X High Pressure Feedwater Heaters X Condensate Pumps X Condensate Storage Tank X Condenser X Steam Jet Air Ejector X Cooling Tower X Circulating Water Pumps X Circulating Water Piping X Electrostatic Precipitators X GSU Transformer X Turbine Controls X Excitation Controls X 7 •Unit 7 built in 1967 = 58 yrs old •Left column are specific systems •X’s not highlighted are indicating systems that are only in their respective category because of age •Critical concern: •Boiler tubes •Turbine/Generator and Exciter •Condenser •Circulating water 31 Unit 7 and Unit 8 Health AssessmentUnit 7 Equipment Concern Concern Concern Boiler and Steam Drums X Main Steam Piping X Induced Draft Fan X Forced Draft Fan X Air Preheater X Stack X Steam Turbine, Generator and Exciter X Boiler Feedwater Pumps and Piping X Low Pressure Feedwater Heaters X Deaerator and Storage Tank X High Pressure Feedwater Heaters X Condensate Pumps X Condensate Storage Tank X Condenser X Steam Jet Air Ejector X Cooling Tower X Circulating Water Pumps X Circulating Water Piping X Electrostatic Precipitators X GSU Transformer X Turbine Controls X Excitation Controls X Unit 8 Equipment Concern Concern Concern Boiler and Steam Drums X Main Steam Piping X Induced Draft Fan X Forced Draft Fan X Air Preheater X Stack X Steam Turbine, Generator and Exciter X Boiler Feedwater Pumps and Piping X Low Pressure Feedwater Heaters X Deaerator and Storage Tank X High Pressure Feedwater Heaters X Condensate Pumps X Condensate Storage Tank X Condenser X Steam Jet Air Ejector X Cooling Tower X Circulating Water Pumps X Circulating Water Piping X Electrostatic Precipitators X GSU Transformer X Turbine Controls X Excitation Controls X DCS X 8 32 Unit 7 and Unit 8 Health AssessmentUnit 7 Summary: 1. Unit 7 will be 60 years old in 2027 2. Repairing/replacing the equipment labeled in CRITICAL Concern would be 2/3rds the cost to entirely replace Unit 7 with a new unit. 3. After completing RDF program in 2027, the boiler will need significant repair to continue operation Unit 8 Summary: 1. Unit 8 is old (43 yrs) but most of the equipment is in good repair 2. Need to continue maintenance plans to extend life another 10+ years 3. The less RDF burned in the boiler, the longer the tubes can continue as is 4. The smaller number of hours operated, the longer the unit can be preserved for capacity Future Planning: 1. Burn RDF in Unit 7 as much as possible to preserve Unit 8 2. Retire Unit 7 sometime after the completion of RDF program 3. Build new thermal generation to replace Unit 7 4. Operate Unit 8 less often to preserve for capacity 5. Include Unit 8 retirement some time after 10 years 9 33 •May 2024, Retained HDR Engineering, Inc to perform a Technology Assessment •Results would provide Capital and O&M costs, performance characteristics, and amount of CO2 per MWh •A Class 5 estimate was used to obtain a rough order of magnitude (-50% to +100%) •Assessment included three different types of green resources: •Solar •Wind •Battery •Three different types of Thermal generation: •Reciprocating Internal Combustion Engine (RICE) •Simple Cycle Combustion Turbine (CT) •Combined Cycle (CC) •Size of Thermal generation considered: •Unit 7 = 33MW, Growth = 20MW, Unit 8 = 65MW → 120MW Generation Technology Study 34 Battery Storage Wind Solar Generation Technology- Green Resources 11 35 Combined Cycle (CC) Simple Cycle Combustion Turbine (CT)Reciprocating Engines (RICE) Generation Technology- Thermal Generation 12 36 RICE Thermal Generation Options CT 13 CC Why These Thermal Generation Options? •Ability to cycle (turn on and off) multiple times per day •Provide Heat Rates (ratio of fuel to power) that are competitive in market •Relatively lower cost to install •Proven technology available today •Can operate in Midwest environment •Relatively clean for the environment 37 RICE Thermal Generation Study Results CT •2 min to full load •Start/Stops - Unlimited •Heat Rate* - 7,500 Btu/kWh •Efficiency - 49% •Constant capacity all year •Cost/kW - Medium •10 min to full load •Start/Stops - Limited •Heat Rate – 8,500 Btu/kWh •Efficiency - 41% •Capacity affected seasonally •Cost/kW - Medium •3 hours to full load •Start/Stops - Limited •Heat Rate - 7,000 Btu/kWh •Efficiency - 57% •Capacity affected seasonally •Cost/kW - Low 14 CC 38 Moving to Modeling •Modeling was then needed to determine how each technology would fit City of Ames •September 2024 - BrightNight, LLC was retained to perform modeling. •BrightNight utilized its energy modeling and optimization tool to discover resource mixes that would best fit Ames. •The tool performs historical and forward-looking analyses, incorporating long-term historical weather and market data as well as future forecasts. •Modeled over 800 scenarios, reduced to the 10 least cost options for each technology 15 39 Modeling Average Load data for 2022 •Average day for each month •Average load per hour 16 What City of Ames experiences: •Customers higher demands: •Summer midday •Customers lower demands: •Spring & Fall throughout the evenings 40 Modeling – Solar and Wind Energy 17 City Average Load City Wind Farm City Solar Farm •Wind Resource provides more energy annually but not when it is needed •Solar Resource provides energy when needed but much less energy on annual basis 41 Modeling – Solar and Wind Energy 18 Average City of Ames Load Profile Average Performance of 63MW Wind Resource Average Performance of 26MW Solar Resource•63MW of Wind and 26MW of Solar accomplishes 50% of power provided by green resources •There is still a large need for more generation •The “Average” graph does not show the whole story •Need to look at actual performance to determine the best generation to fill in the other 50% plus meet the Utility 42 Modeling – Solar and Wind Energy 19 City of Ames Load Profile 63MW of Wind and 26MW of Solar Performance •Looking at actual performance, one can see adding more wind and solar will cause over production in some months and in other months there will still be a large need for more generation •Adding batteries – Customer costs go very high •63MW of Wind and 26MW of Solar show to be the best fit for achieving 50% green 43 Modeling – Thermal Generation Considerations and Assumptions: •150MW plant was modeled for each Thermal Generation option (determined by minimum CC size) •Combined Cycle (CC) – 1 unit •Reciprocating Internal Combustion Engine (RICE) – 8 units •Simple Cycle Combustion Turbine (CT) – 3 Units •Assumed 20-year life – Each will have capability of operating longer but 20 yrs was used to line up with debt service •Each scenario uses what is called the Levelized Cost of Energy (LCOE) •This is the average cost per MWh over the lifetime of the asset •All costs (Operating and Maintenance, Debt service, Fuel, etc) •The City’s combined dispatchable generation last year averaged a LCOE of $90/MWh •Value of Capacity is not reflected in this number – LCOE assumes all value is in energy produced •Each scenario also shows expected amount of operating per year, called Capacity Factor •Capacity Factor (CF) = total unit capability x 8760hrs (1 year) / projected production 20 44 Modeling – Thermal GenerationThermal Type LCOE Yr 1 [$/MWh] Thermal CF Yr 1 [%] CAPEX [$ 10^6] CC 61.8 49%205 CC >50% Green Wind 70.6 49%356 CC >50% Green Wind&Solar 71.4 46%358 CC >100% Green 77.2 49%470 RICE 70.7 22%200 RICE >50% Green Wind 79.5 22%352 RICE >50% Green Wind&Solar 80.2 21%354 CT 73.8 11%207 CT >50% Green Wind 82.6 11%359 CT >50% Green Wind&Solar 83.1 11%361 21 •The Options with green resources include IRA funding. Removing IRA funding increases the $/MWh up roughly $15 •The scenario with the lowest LCOE is Combined Cycle. •Modeling scope included using similar dispatching criteria for each technology, only responding to Day Ahead pricing. 45 Modeling – Thermal GenerationThermal Type LCOE Yr 1 [$/MWh] Thermal CF Yr 1 [%] CAPEX [$ 10^6] CC 61.8 49%205 CC >50% Green Wind 70.6 49%356 CC >50% Green Wind&Solar 71.4 46%358 CC >100% Green 77.2 49%470 RICE 70.7 22%200 RICE >50% Green Wind 79.5 22%352 RICE >50% Green Wind&Solar 80.2 21%354 CT 73.8 11%207 CT >50% Green Wind 82.6 11%359 CT >50% Green Wind&Solar 83.1 11%361 22 •The capital amounts are very high •Modeled each plant at 150MW - Only need 120MW •RICE and CT can be built to 120MW, reducing CAPEX by $40 million for each of these options •RICE and CT can be built in stages, allowing the use of current assets for longer •RICE and CT can respond to Real Time market, working well with green resources 46 1. Maintain ability to serve City's peak load amount with generating units that can be turned on at anytime 2. Under normal conditions, have N-2 redundancy to serve the City's electric load without local generation, even if any two of the transmission lines capable of feeding the City are lost 3. Keep customer costs competitive with surrounding Electric Utility companies 4. Limit overproducing (selling) when generating only from green sources 5. Serve as much of the City's electric load with green energy without compromising other guidelines Options that Meet Utility Guidelines Guidelines Thermal Type LCOE Yr 1 [$/MWh] Thermal CF Yr 1 [%] CAPEX [$ 10^6] 1 2 3 4 5 x x x CC 61.8 49%205 x x x x CC >50% Green Wind 70.6 49%356 x x x x CC >50% Green Wind&Solar 71.4 46%358 x x CC >100% Green 77.2 49%470 x x x x RICE 70.7 22%200 x x x x x RICE >50% Green Wind 79.5 22%352 x x x x x RICE >50% Green Wind&Solar 80.2 21%354 x x x x CT 73.8 11%207 x x x x x CT >50% Green Wind 82.6 11%359 x x x x x CT >50% Green Wind&Solar 83.1 11%361 23 47 Potential Site Existing Coal Yard •Land Area •Located close to existing Unit 7 and Unit 8 •8 acres at current site •Additional 2 acres if able to use RRP current site •Substation Access •Ames Plant Substation located just to the Northeast •Open connection to Ames Plant sub once RDF program ends •Large Gas line on North side of property 24 48 Conclusion •Existing Steam Units: •Unit 7 = Will need major maintenance after RDF program ends. Retire in less than 10 years •Unit 8 = Aging and needs to be considered for retirement in less than 15 years•Thermal Generation Options: •Combined Cycle = Lead times 5+ yrs, Large dollar investment, Less flexible, Needs to run •Combustion Turbine = Lead times 5+ yrs, Staged buildout, Less flexible, Poor heat rate •Reciprocating Engines = Short lead times, Staged Buildout, Very Flexible, good heat rate •Utility Plan Going Forward •RICE is the best fit for City of Ames Electric •First build 60 MW (3 units) to replace Unit 7 capacity and 20MW for anticipated load growth. Located at the old coal yard site •Build additional 60MW (3 units) to replace Unit 8 within next 15 years – can review plan at that time •Build or contract 63MW of Wind and 26MW of Solar to gain > 50% Renewable Energy 25 49 Cost/Rate Impacts •Current Electric CIP, passed by Council March 2025 includes: •Funding for 3 RICE engines •Replaces Unit #7 by 2030 •Meets expected load growth •Has fast response time to meet energy market fluctuations, black start •Funding for substation ownership and new Transmission Source •Improves reliability •Up to $50M investment in Renewable Generation •Funding •Savings from discontinuation of Waste-to-Energy •Anticipated 1.5% rate increases over the next 5 year (Cost of Service Study) •Current Wind contract replaced in 2029, gaining double energy for same price •Long-term Unit #7 CIP projects eliminated; O & M reduced 26 50 27 Energy Mix Today vs. End of 10yr plan 51 Jul 2025 -Procure Engineerin g Services -Start Permitting Process Timelin e 2035+ -Install 60MW of New Generation -Retire Unit 8 Feb 2026 -Order 3 Engines -Order Transformer s & Switchgear Nov 2026 -Issue Contracts for Constructi on Aug 2027 -Start Constructi on Apr 2029 - Commercia l Operation of new generatio n 2030+ -Retire Unit 7 28 52 Question s 29 53