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HomeMy WebLinkAboutMemo - Mail Packet - 04/08/2025 - Memorandum of Travis Walker and Jacob Castillo re Data Centers and Impacts to the City CC: [list any additional recipients] Utilities electric · stormwater · wastewater · water 700 Wood Street PO Box 580 Fort Collins, CO 80522 970.221.6700 970.221.6619 – fax 970.224.6003 – TDD utilities@fcgov.com fcgov.com/utilities MEMORANDUM Date: March 25, 2025 To: Mayor and City Councilmembers Through: Kelly DiMartino, City Manager Tyler Marr, Deputy City Manager From: Travis Walker, Light & Power Director Jacob Castillo, Chief Sustainability Officer Subject: Data Centers and Impacts to the City BOTTOM LINE Data Centers are becoming more common in our region, and occasionally the City gets inquiries from developers to site them here. There haven’t been any requests that have gone further than a very initial inquiry so far- but going forward each request will be evaluated on a case-by-case basis to understand what benefits or potential downsides given other factors there would be to the City and the Utility ratepayers. BACKGROUND Light & Power and the Economic Health Office have convened to discuss this topic and better understand one another’s approach. An area where we sought alignment was around what real estate in and around Fort Collins would be optimal for this use. For example, we wouldn’t want to take some of our prime employment sites out of play for job creation opportunities, however, there are places in the City that may be a fit for a use like this. Knowing where we could site a data center allows us to better respond to inquiries for this use. Docusign Envelope ID: F2A53644-0C88-4FA6-A93F-E2655EFFAB7B Data centers of most sizes that we’ve seen requested would immediately be some of our larger Light & Power customers. They could be a financial benefit to Light & Power (and Water, if they were placed in Water’s service area). They can provide for a steady power consumer and predictable revenue source for utilities, both of which could help with a build out of renewable resources and help with our capital needs going forward. In addition, they generate property and use taxes that would benefit the City and the region. On the power side, if done thoughtfully, they can provide additional benefits. In a future where we have mostly renewable energy generation, we will have to “over build” solar and wind resources to make sure we can cover most times of day and weather conditions. Since we need to build more capacity than will be served most of the time, there will be many times where it is very sunny and/or very windy where we (and PRPA) will have more power available than the communities are using. At that point, PRPA would need to sell that power on the market, likely at very low rates or even at a loss, because the surrounding region would also likely be generating an excess. Many data centers can be configured as “interruptible loads”, and in the times of highly available energy, they could take in that excess power. Even if we had to sell it to them at a lower rate, we could be using our renewables in the community and not taking a loss on them. If they are built to do that, and we can cooperate with them, it’s a benefit to both parties to be flexible enough to be able to have somewhere to sell excess energy, and for various loading conditions that we could use to help our distribution system. The downside to this theory is that in times of use where renewables are short, they would have to scale down their “computing capacity” or use other means to make up for it- likely in the form of gas turbines or other dispatchable resources. Some large power users may need to bring their own generation capability, and we don’t have a way of knowing that carbon-mix without specific proposals. While the One Water utility culture is shifting to partner with developers of all sorts, there are some shifts we need to make to sooner than later to respond to construction of data centers. Shifts would include an aggressive water rights acquisition strategy and better water demand/supply modeling (currently in the early stages). The strategy would help us compete with our neighbor utilities who are actively snapping up useful water rights to serve the east side Docusign Envelope ID: F2A53644-0C88-4FA6-A93F-E2655EFFAB7B of I-25 and south of Fort Collins. The modeling would give us a better idea of what we have, what we use, and what we need versus the hypothetical. Although these are important priorities, they are not at the top of our list for 2025. If we put these at or near the top of the list, it likely means we need to push out other priorities to next year. Proposals would need to be closely evaluated for water use and disposal- Initially, data centers were also large consumers of water but have become more efficient including the use of closed- loop systems and other methods of cooling. We would also need to understand the useful life of such facilities, and what happens with the infrastructure and equipment at end-of-life. NEXT STEPS Staff will continue to monitor requests for information from developers and respond to inquiries at the state/local level if a use case would be determined as a fit in our community. If a request comes up that is out-of-norm for size and/or land use, staff will consult with Council on next steps. Docusign Envelope ID: F2A53644-0C88-4FA6-A93F-E2655EFFAB7B