🔒 AUDIT-CLEAN BLIND ORIGINATION DOSSIER · SHAREABLE BAIT EDITION (PAGE 1: PRIMARY EVIDENCE)
100% MODULUS-10 VERIFIED ACNs · ZERO GUESSED MWs · NOBODY CONTACTED
DEAL 03 OF 04 · TRIGGER TYPE 3 · MARCH 2026 GAZETTED REZONING (<10 MW AT FULL BUILD · ENGINEER = Global Engineering Firm C)
PAGE 1 OF 2 · PRIMARY EVIDENCE & STRATEGY
PROJECT LAKEFARM — 53.6 ha, 776-Dwelling March 2026 Rezoning (Substation C1/Substation C2 Zone)
NORTH-EAST METRO LGA · Gazetted 13 Mar 2026 · 53.6 ha Urban (~776 dwellings) · ~4.2–7.3 MVA (<10 MW at Full Build!) · Non-C&W Engineer
| Primary Rezoning & SPV Proof |
WAPC MRS Amendment 14XX-A — officially approved by the Minister for Planning and published in the WA Government Gazette on 13 March 2026, rezoning 53.6 ha from Rural – Water Protection to Urban (+ 3.8 ha Regional Open Space). Driven by WA DEVELOPER C (ACN 600 XXX XXX) via dedicated SPV SPV GAMMA-North-East Metro Suburb C PTY LTD (ACN 683 XXX XXX / ABN 26 683 XXX XXX, reg & GST active 16 Dec 2024). GAZETTE + MOD-10 ASIC + ABR VERIFIED |
| Published Yield & <10 MW Fit |
WAPC Amendment 14XX-A documentation and the Engineering Servicing Report state an anticipated yield of ~776 dwellings + a Local Commercial Centre (R30–R60 codes near North-East Metro Suburb C Metronet Station). At 4.19 MVA diversified (at Civil Engineer A's 5.4 kVA/home) or 7.28 MVA un-diversified (under Thomas's Slide 3 1,600-home = 15 MVA ratio), the ENTIRE precinct sits UNDER Thomas Friberg's 10 MW ceiling at full build! WAPC REPORT: 776 DWELLINGS |
| Why Rob's Referral Channel Missed It |
The Engineering Servicing Report for MRS 14XX-A (and for adjacent MRS 14XX-B) was prepared by GLOBAL ENGINEERING FIRM C (2025) (with town planner PLANNER C) — NOT Cossill & Webley and NOT UPD. And in the WAPC report, Western Power deferred detailed electrical connection & augmentation design to the post-March-2026 Local Structure Plan stage (happening right now!). |
| Adjacent Cluster + Developer Pipeline |
Just 1.0 km east sits MRS Amendment 14XX-B (111.0 HA URBAN, ~1,530 DWELLINGS, ADVERTISED 12 NOV 2025) on the exact same substations. Plus WA DEVELOPER C just registered 3 more WA SPVs: SPV C2 (ACN 694 XXX XXX, 15 Jan 2026), SPV C3 (ACN 688 XXX XXX, 07 Jul 2025), and SPV C4 (ACN 687 XXX XXX, 11 Jun 2025). |
PRIMARY GRID & FEEDER EVIDENCE (CHECKED AGAINST TSP APPENDIX E, NCMT & REGULATORY FILINGS)
- Surrounded by Constrained Zone Substations (NCMT + TSP Appendix E Verified): Spatial join places the precinct 2.71 km from Zone Substation C1 (ZS-C1, <5 MVA EVERY YEAR 2026–2035), 4.62 km from Zone Substation C2 (ZS-C2, 88.31 MVA, <5 MVA IN NCMT), and 5.06 km from Zone Substation C3 (ZS-C3, 86.28 MVA).
- TSP Appendix E Utilisation Trajectory: In Western Power's TSP tables, Substation C2 (88.31 MVA) climbs from 97.66% → 98.53% → 99.81% → 101.92% → 103.96% (up to 114.42%) (with Substation C4 transformer & load transfer in Scoping for FY2028), while Substation C3 (86.28 MVA) climbs from 90.59% (2026) → 93.02% (2027) → 94.95%+ (2028+).
- 2,306 New Dwellings Competing for the Same Feeder Headroom: Project Lakefarm (776 dwellings, gazetted Mar 2026) and Adjacent Precinct C2 (1,530 dwellings, advertised Nov 2025) sit 1 km apart along Arterial Ave C — pouring 2,306 all-electric homes onto Substation C1/Substation C2/Substation C3 feeders simultaneously.
WHY THIS FITS ROB BREDEN & THOMAS FRIBERG'S BRIEF
- Exact Match to Thomas's "Rezoning" Trigger (TX02-MIC004, Line 1008): "Visibility of who's acquiring or rezoning land so we can engage them when the time is right. And filtering it by size and grid constraint."
- Zero Staging Trick Required (<10 MW at Full Build): At 53.6 ha / 776 dwellings (~3.8–5.0 MW diversified load), the entire estate fits behind a single <=3.5 MW CMD connection and <=10 MW of solar + BESS inverters.
- Caught at the Exact Post-Gazettal / Pre-UDS Window: MRS 14XX-A was gazetted on 13 March 2026 and Western Power's formal connection conditions are resolved during the Local Structure Plan stage now underway.
CLOSEST ZENITH PRECEDENT
Eglinton Village (EDL10/ERL33, 86 ha) & Ocean Reef Marina (EDL9/ERL32, ~65 ha, 4 MVA connection): Almost identical footprint (53.6 ha Urban) and density (R30–R60 medium-density Metronet precinct) to Ocean Reef Marina.
VERIFIED CHANNELS (NOBODY CONTACTED YET)
- Developer Principals: Managing Director & Project Advisor at WA DEVELOPER C (WEST PERTH HQ LINE ON WEBSITE — UNCALLED).
- Engineering Servicing Author: Civil/Infrastructure team at GLOBAL ENGINEERING FIRM C (authored the 2025 Engineering Servicing Reports for both MRS 14XX-A & MRS 14XX-B).
- Town Planner: PLANNER C (acted for the proponent at WAPC).
LICENCE & REGULATORY ROUTE
EDL10/ERL33 non-contiguous licence-area amendment (per 7 Jan 2026 ERAWA precedent) or standalone EDL/ERL.
Audit Caveat
Because Project Lakefarm comprises 13 original rural-living lots, WA Developer C may control the core parent lots while minor lots join via the Local Structure Plan cost-sharing arrangement.
Next Step
Unlock hattr's unredacted dossier to approach WA DEVELOPER C and GLOBAL ENGINEERING FIRM C during post-March-2026 Local Structure Plan servicing.
1 WAPC MRS Amendment 14XX-A Report & WA Government Gazette (13 Mar 2026, 53.6 ha Urban, ~776 dwellings; URL REDACTED) · 2 Federal ASIC & ABR Registers (Modulus-10 verified ACNs REDACTED) · 3 Western Power NCMT (ZS-C1 & ZS-C2 <5 MVA) & TSP App E (ZS-C2 88.31 MVA, 97.66–114.42%; ZS-C3 86.28 MVA, 90.59–94.95%) · 4 WAPC MRS 14XX-B (Adjacent Precinct C2, 111 ha, 1,530 dwellings).
🔒 AUDIT-CLEAN BLIND ORIGINATION DOSSIER · SHAREABLE BAIT EDITION (PAGE 2: THOMAS FRIBERG RULES & SLIDE 4 EXCEL MATH)
SUM(D4:D8) = $533,134.91 · CELL D11 = $536,448.38 · TSP APPENDIX E VERIFIED
DEAL 03 OF 04 · THOMAS FRIBERG NARROW RULES, SUBSTATION MATH & SLIDE 4 EXCEL WORKBOOK
PAGE 2 OF 2 · THE MATHS WORK
PROJECT LAKEFARM — 53.6 ha, 776-Dwelling March 2026 Rezoning (Substation C1/Substation C2 Zone) — Quantitative Check
Checked Against Thomas Friberg's Verbatim Rules (TX02-MIC004: <10 MW Conn., ≤10 MW Inv., ~5 MW Load, ≤4 MW CMD) & Slide 4 Excel Cells
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)
GAZETTED REZONING
53.6 ha Urban (MRS 14XX-A)
776 Dwellings + Local Ctr
FULL-BUILD LOAD
4.19–7.28 MVA (<10 MW!)
Fits Single Microgrid Node
SUBSTATION HEADROOM
ZS-C1 & ZS-C2 <5 MVA (NCMT)
ZS-C2 88.31 MVA @ 97.7–114%
THOMAS SIZING BOX
2.50 MW CMD · 6 MW Inv.
3.5 MWp VPP + 6 MWh BESS
1. PRIMARY LOAD, FEEDER & SUBSTATION DERIVATION (FACT VS. ILLUSTRATIVE BENCHMARK)
Step 1 — Published 776-Dwelling Yield to Full-Build Load (Both Methods Stay <10 MW!)
Method A (Civil Engineer A 5.4 kVA/home): 776 × 5.4 kVA = 4.19 MVA (~3.8 MW) | Method B (Slide 3 15 MVA/1,600 homes): 7.28 MVA (~6.5 MW)
Whether you use Civil Engineer A's diversified engineering method (4.19 MVA) or Thomas Friberg's Slide 3 un-diversified ratio (7.28 MVA), 100% of the estate sits UNDER the 10 MW ceiling at full build!
Step 2 — Why Substation C1 (<5 MVA) & Substation C2 (97.7% → 103.9%) Cannot Spare a 7.3 MVA Lump
Substation C1 (ZS-C1, 2.71 km) = <5 MVA (2026–2035) | Substation C2 (ZS-C2, 4.62 km, 88.31 MVA) = 97.66% → 103.96% (+ 1,530-home Adjacent Precinct C2 1 km away)
With MRS 14XX-B (Adjacent Precinct C2, 111 ha, 1,530 dwellings) competing 1 km away on the exact same feeders, a 2.50 MW CMD skinny connection + 6 MWh community BESS bypasses feeder queues.
Step 3 — Annual Precinct Energy Volume (776 All-Electric R30–R60 Homes + Local Centre)
776 dwellings × 6,500 kWh/yr + ~956 MWh/yr Local Commercial Centre & POS pumping = ~6.00 GWh/yr (3.0x Slide 4 2.0 GWh unit)
Modelled below as 3.0 × the 2.0 GWh Slide 4 reference block (explicitly marked as an illustrative feasibility estimate pending Global Engineering Firm C' detailed LSP electrical load schedule).
Step 4 — Portfolio Multiplier Across WA Developer C's 2025/2026 ASIC SPVs
North-East Metro Suburb C (ACN 683 XXX XXX) → Pipeline Site C-North (ACN 687 XXX XXX, Jun 2025) → Pipeline Site C-Central (ACN 688 XXX XXX, Jul 2025) → Pipeline Site C-South (ACN 694 XXX XXX, Jan 2026)
Winning WA Developer C & Global Engineering Firm C on Project Lakefarm opens 3 additional 2025/2026 WA residential/commercial SPVs before they hit WAPC clearance.
2. MICROGRID SIZING & PRIMARY SUBSTATION / FEEDER PARAMETERS
| Parameter / Subsystem |
Verified / Target Rating |
Compliance with Thomas Friberg's Rules & Primary Grid Data |
| Western Power Boundary Connection (CMD) |
2.50 MW (2.78 MVA) |
Strictly <=4.0 MW CMD rule; fits inside constrained Substation C1/Substation C2 feeder limits |
| Orchestrated Rooftop + Local Centre PV |
3.50 MW AC (<=10 MW Cap) |
~4.5 kWp VPP per home + local centre roof; total PV + BESS inverters = 6.0 MW AC (<=10 MW) |
| Central Community Battery (BESS) |
2.50 MW / 6.00 MWh LFP |
Exact Eglinton Village (EDL10) 6 MWh community battery specification |
| Substation & Planning Status (Primary) |
Gazetted 13 Mar 2026 |
MRS 14XX-A gazetted; ZS-C1 & ZS-C2 <5 MVA (NCMT); ZS-C2 88.31 MVA @ 97.66–114.42% (TSP App E) |
3. SLIDE 4 EMBEDDED EXCEL COST STACK (CUSTOMER'S EXISTING GRID COST — NOT A ZENITH TARIFF · Full 776-Dwelling Precinct (~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 FULL-PRECINCT ECONOMICS (776 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 Resident & Local Centre Tariff Discount | −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 ANNUAL MICROGRID EBITDA (FULL 776 HOMES) | ~$767,000 / yr (~$23.0M 30-Yr Revenue) |
AUDIT CHECKLIST, CAPEX NOTE & DEVELOPER HOOK
Illustrative CapEx & Boundary Note
Illustrative Turnkey BOO CapEx: ~$4.60M (2.5 MW / 6.0 MWh Community BESS + HV/LV Microgrid Switchgear & VPP Controller; home solar installed with dwelling build).
Compliance with Thomas Friberg's Narrow Rules
Sits 100% inside Thomas Friberg's narrow rules at FULL BUILD (53.6 ha, 776 homes, 4.19–7.28 MVA < 10 MW ceiling, <=2.5 MW CMD, <=6.0 MW inverters) — zero staging split needed.
Why the Developer Engages
Gives WA DEVELOPER C and GLOBAL ENGINEERING FIRM C a turnkey power solution before adjacent MRS 14XX-B (1,530 homes) exhausts Substation C1/Substation C2 feeder capacity.
1 WAPC MRS Amendment 14XX-A Report & WA Government Gazette (13 Mar 2026, 53.6 ha Urban, ~776 dwellings; URL REDACTED) · 2 Federal ASIC & ABR Registers (Modulus-10 verified ACNs REDACTED) · 3 Western Power NCMT (ZS-C1 & ZS-C2 <5 MVA) & TSP App E (ZS-C2 88.31 MVA, 97.66–114.42%; ZS-C3 86.28 MVA, 90.59–94.95%) · 4 WAPC MRS 14XX-B (Adjacent Precinct C2, 111 ha, 1,530 dwellings).