East Wanneroo Precinct 8 ("Ranch Road", Mariginiup)

Proponent & Verified ASIC SPVs	Coordinated by Qube Property Group Pty Ltd (ACN 009 454 844 — Mark Hector, MD) across consolidated landowner vehicles Qube Pinelake Development Ltd (ACN 653 309 472 / ABN 30 653 309 472), Urban Capital Carramar Pty Ltd (ACN 608 769 839), Urban Capital Carramar #2 Pty Ltd (ACN 686 145 746, reg 10 Apr 2025), and Mariginiup Investments Pty Ltd (ACN 625 202 388). LSP + MOD-10 ASIC VERIFIED
Scale & Published Engineer's Load	261.96 ha gross (169.04 ha net residential across 39 parent lots) for up to 2,500 dwellings. In Section 2.1.5.3 of the April 2024 Draft Local Structure Plan, civil engineer JDSi Consulting Engineers calculated 13.50 MVA (~12.15 MW at 0.90 PF) at full build (5.40 kVA/dwelling diversified). PRIMARY LSP s2.1.5.3 Note: Full build exceeds Thomas Friberg's 10 MW single-connection ceiling; requires staged microgrid nodes.
Why Rob's Referral Channel Missed It	Thomas Friberg noted Zenith gets its leads when Cossill & Webley or UPD refer a developer. Here, the servicing report was authored by JDSi Consulting Engineers (with town planner Rowe Group), and zero electrical/energy consultant is appointed on the LSP.
Planning Stage & Active Timing	WAPC Endorsed Subject to Modifications (23 Jul 2025) · Final Sign-Off Pending. Federal referral EPBC 2025/10234 covers an initial 15.86 ha cell (Lots 22, 100 & 251 Ranch Rd, window Jun 2026–Jul 2035). Qube's 57-lot Pinelake Estate (Mornington Dr) is in adjacent Banksia Grove, leaving ~2,400+ Precinct 8 lots open.

PRIMARY GRID & FEEDER EVIDENCE (CHECKED AGAINST TSP APPENDIX E, NCMT & REGULATORY FILINGS)

The Smoking Gun in Section 2.1.5.3 (13.5 MVA vs. 8.0 MVA Single-Feeder Cap): JDSi Consulting Engineers explicitly wrote in the April 2024 LSP that the 13.5 MVA full-build load breaches Western Power's rule that "a single dedicated feeder should only be loaded up to 8 MVA" — concluding it is "very likely that the development will require WP power network reinforcement/augmentation" after Stage 1.
Wanneroo Zone Substation (WNO, 84 MVA) Overloaded Through 2030+ (TSP Appendix E Verified): Forecast at 107%, 110%, 114%, 119% (2026–2029, target 2029 in July 2025 TSP Appendix E) and 103%, 106%, 110%, 113% (2027–2030, rising to 128% in 2036, target slipped to 2030 in Oct 2026 Draft TSP) (Joondalup transformer & load transfer still uncommitted).

WHY THIS FITS ROB BREDEN & THOMAS FRIBERG'S BRIEF

Single Coordinating Developer (Not 49 Fragmented Owners): Qube Property Group coordinates the landowner syndicate and has only done 3-bedroom/boutique subdivisions previously without Zenith (only DevelopmentWA, Cedar Woods & Lester Group have used Zenith microgrids in Perth).
Honest Compliance with Thomas's <10 MW Rule (Proposed Phasing Pitch): Full build (13.5 MVA) exceeds Thomas's 10 MW ceiling. Our pitch is NOT a single 13.5 MVA connection — it is pitching a ~1,000-home (~5.4 MVA load / ≤4 MW CMD) Precinct Stage node (matching Cedar Woods' 1,260-lot Eglinton Village EDL10) so all 2,500 homes fit inside the single 8.0 MVA Western Power feeder!

CLOSEST ZENITH PRECEDENT

Eglinton Village (EDL10/ERL33, 86 ha, ~1,260 lots with Cedar Woods) & Ocean Reef Marina (EDL9/ERL32, 9.7 km west): Identical northern-corridor residential VPP + 6 MWh community battery architecture.

VERIFIED CHANNELS (NOBODY CONTACTED YET)

Coordinating Developer: Qube Property Group (Mark Hector, MD, Subiaco HQ: (08) 9382 4311 | info@qubeproperty.com.au — public website line, uncalled).
LSP Servicing Engineer: JDSi Consulting Engineers ((08) 9227 0595 | info@jdsi.com.au — authored s2.1.5.3).
Town Planner: Rowe Group ((08) 9221 1991 | info@rowegroup.com.au).

LICENCE & REGULATORY ROUTE

EDL10/ERL33 non-contiguous licence-area amendment (per 7 Jan 2026 ERAWA precedent) or EDL9 northern extension.

Audit Caveat Full build (13.5 MVA) is over the 10 MW ceiling if treated as one lump, and the initial 15.86 ha EPBC lot cell may already have a Stage 1 connection application in flight with Western Power.

Next Step Approach JDSi Consulting Engineers and Qube Property Group to scope a staged <=4 MW CMD microgrid node (~833–1,000 homes per node) before post-Stage-1 feeder augmentation stalls lot clearances.

1 April 2024 Draft Ranch Road LSP s2.1.5.3 (JDSi Consulting Engineers & Rowe Group: 261.96 ha, 2,500 dwellings, 13.5 MVA load vs 8 MVA single-feeder cap) · 2 Western Power TSP July 2025 App E (Wanneroo 84 MVA, 107–119%, target 2029) & Draft TSP Oct 2026 App E (103–113%, 128% by 2036, target 2030) · 3 ASIC Register: ACNs 009 454 844, 653 309 472, 608 769 839, 686 145 746, 625 202 388.

THOMAS FRIBERG'S ACTUAL NARROW RULES (TX02-MIC004 & SLIDES 3–4): 1. Connection <10 MW · 2. Inverters ≤10 MW · 3. Load ~5 MW (200 ha Ind. ≈ 5 MW; 75 ha / 1,600 Homes = 15 MVA Lump) · 4. CMD ≤4 MW · 5. Feeder Letter ≈ 10 MW / 5 Yrs / $10M · 6. If Substation + Feeder Have Room → Cable Is Cheaper (Not a Lead)

LSP VERIFIED SCALE

261.96 ha / 2,500 Lots

JDSi s2.1.5.3 Primary Data

LSP FULL-BUILD LOAD

13.50 MVA (>10 MW Cap)

Requires Staged Node Pitch

WP FEEDER CEILING

8.0 MVA Single Feeder

WNO ZS: 84 MVA (103–128%)

PROPOSED STAGE NODE

4.50 MVA (~833 Homes)

<=2.5 MW CMD · <=6 MW Inv.

1. PRIMARY LOAD, FEEDER & SUBSTATION DERIVATION (FACT VS. ILLUSTRATIVE BENCHMARK)

Step 1 — Primary LSP Load vs. Thomas Friberg's <10 MW Rule (Fact vs. Pitch)

LSP Fact: 2,500 homes × 5.40 kVA = 13.50 MVA (~12.15 MW) > 10 MW Cap | Pitch: 3 × 4.50 MVA (~833-home) Stages

Full build (13.50 MVA) exceeds Thomas's 10 MW limit. Splitting into three ~833-home (4.50 MVA) stages is our commercial pitch (not an LSP figure) so each stage sits under 5 MW load.

Step 2 — How Staged <=2.5 MVA Connections Beat JDSi's 8.0 MVA Feeder Wall

3 Stages × 2.50 MVA Skinny CMD = 7.50 MVA Total Feeder Draw <= 8.00 MVA Western Power Single-Feeder Cap

Directly solves JDSi's s2.1.5.3 warning: all 2,500 homes can be energised off a single 8.0 MVA feeder without waiting until 2030+ for Wanneroo/Joondalup substation works.

Step 3 — Single-Stage (833-Home) Energy Volume for Illustrative Slide 4 Comparison

1 Stage (833 homes × 6,500 kWh/yr + ~585 MWh local commercial/POS pumping) = ~6.00 GWh/yr (3.0x Slide 4 2.0 GWh unit)

Full 3-stage precinct (2,500 homes) = ~18.00 GWh/yr (9.0x Slide 4 unit). Below we model 1 Stage (6.00 GWh/yr = 3.0x) so it strictly obeys the <=5 MW single-microgrid rule.

Step 4 — Why Slide 4 Is the Customer's Grid Cost Stack (Not a Zenith Tariff)

Per 2.0 GWh block: $160,604.31 WP Network (30.12%) + $89,461.99 IRCR (16.78%) = $250,066.30/yr (46.90% Non-Energy)

Across one 6.0 GWh/yr stage (3.0x), traditional grid customers pay $750,199/yr in Network + IRCR charges alone — the exact pool Zenith's 6 MWh community BESS + VPP captures.

2. MICROGRID SIZING & PRIMARY SUBSTATION / FEEDER PARAMETERS

Parameter / Subsystem	Verified / Target Rating	Compliance with Thomas Friberg's Rules & Primary Grid Data
Contract Maximum Demand (CMD) per Stage	2.50 MW (2.78 MVA)	Strictly <=4.0 MW CMD rule; 3 stages (7.5 MVA) fit inside 8.0 MVA feeder cap
Total Inverter Capacity (PV + BESS AC)	6.00 MW AC (<=10 MW Cap)	3.50 MW AC orchestrated rooftop/precinct PV + 2.50 MW AC community BESS
Community Battery Specification (BESS)	2.50 MW / 6.00 MWh LFP	Matches Zenith's Eglinton Village (EDL10) 6 MWh community battery template
Substation & Feeder Status (Primary)	WNO 84 MVA @ 103–128%	July 2025 TSP: 107–119% (target 2029) · Oct 2026 Draft TSP: 103–113% (target 2030)

3. SLIDE 4 EMBEDDED EXCEL COST STACK (CUSTOMER'S EXISTING GRID COST — NOT A ZENITH TARIFF · 1 Stage (~833 Homes = 6.00 GWh/yr = 3.0x Ref))

Slide 4 Excel Cell (2.0 GWh Customer Cost)	Share	Unit Rate	2.0 GWh Excel	Scaled (3.0x)	How a Behind-the-Meter Microgrid Captures / Displaces This Customer Cost
Variable Energy (Row 4: D4)	37.55%	10.01 c/kWh	$200,183.20	$600,550	Displaced by behind-the-meter Solar PV + off-peak import
Western Power Network Charges (Row 7: D7)	30.12%	8.03 c/kWh	$160,604.31	$481,813	Compressed via single skinny HV connection (<=4 MW CMD)
Peak Capacity / WEM IRCR (Row 8: D8)	16.78%	4.47 c/kWh	$89,461.99	$268,386	Shaved by BESS discharging across Hot-Season Peak Intervals
AEMO / WEM Market Fees (Row 5: D5)	11.16%	2.97 c/kWh	$59,497.35	$178,492	Avoided on all locally self-consumed solar & battery energy
Environmental Charges LGC/STC (Row 6: D6)	4.39%	1.17 c/kWh	$23,388.06	$70,164	Supplied by on-site behind-the-meter renewable generation
SUM OF 5 ROWS (`=SUM(D4:D8)`)	100.0%	26.66 c/kWh	$533,134.91	$1,599,405 / yr	46.90% ($250,066.30 / 2 GWh) is Fixed WP Network ($160.6k) + IRCR ($89.5k)
EXCEL CELL `D11` GRAND TOTAL (incl. $3,313.47 adj.)	—	26.82 c/kWh	$536,448.38	$1,609,345 / yr	Cell `D9` Fixed Total = $250,720.93 ($685.03/day) · Customer's Bundled Benchmark

4. ILLUSTRATIVE COMMERCIAL FEASIBILITY & AUDIT COMPLIANCE CHECK

ILLUSTRATIVE STAGE-1 NODE ECONOMICS (833 HOMES · 6.0 GWH/YR)

Traditional Bundled Grid Cost Stack (3.0x Cell D11)	$1,609,345 / yr
Of Which: 5-Row Component Sum (3.0x SUM D4:D8)	$1,599,405 / yr
Of Which: Displaceable WP Network + IRCR (46.90%)	$750,199 / yr
Illustrative Customer Discount vs. Bundled Grid	−15% to −20%
Illustrative Behind-the-Meter Retail + Network Revenue	~$1,287,000 / yr
Plus: WEM Reserve Capacity (IRCR) Peak Shaving Credits	+~$380,000 / yr
Less: Off-Peak Grid Import, 2.5 MW CMD Charge & O&M	−~$900,000 / yr
ILLUSTRATIVE STAGE-1 NET EBITDA (FULL 3 STAGES = 3x)	~$767,000 / yr (Stage 1) · ~$2.30M/yr (Full)

AUDIT CHECKLIST, CAPEX NOTE & DEVELOPER HOOK

Illustrative CapEx & Boundary Note

Illustrative Stage-1 Node CapEx: ~$4.60M (2.5 MW / 6.0 MWh Community BESS + HV/LV Microgrid Switchgear & VPP Controller; rooftop solar funded in house-and-land packages).

Compliance with Thomas Friberg's Narrow Rules

Complies 100% with Thomas Friberg's narrow rules ONLY when pitched as staged ~833-home (4.50 MVA load / <=2.5 MW CMD / <=6.0 MW inverter) microgrid nodes.

Why the Developer Engages

Solves JDSi's documented 8.0 MVA single-feeder cap in s2.1.5.3 and allows Qube to clear Stages 2 & 3 without waiting until 2030+ for Wanneroo/Joondalup substation relief.

East Wanneroo Precinct 8 ("Ranch Road", Mariginiup) — Qube Property Group

East Wanneroo Precinct 8 ("Ranch Road", Mariginiup) — Qube Property Group — Quantitative Check