- Before
- Owns 64 grid transformers and their 2027–2031 plan, with condition evidence spread across lab PDFs, test reports and the historian. “I can't take ‘it's old’ to the board. I need to show why this one, this year.”
- Now
- Opens the fleet on a health × criticality matrix, drags it to 2031, and signs a plan ranked by risk removed per dollar with every score's evidence behind it.
One transformer, from an oil certificate to a signed capital plan
Monday 12 October 2026 at Lumina Utilities. The 2027–2031 capital plan for 64 grid transformers is due at the capital planning board on Thursday 29 October. Ferncliff T2 — 132/33 kV, 90 MVA, built by Calder Electric in 1979 — dropped three points overnight. Here is what happens next, screen by screen, in the working solution.
- 01Monday morning
The day opens on the risk matrix
Imran Aziz · Asset Manager, SubstationsImran owns the 64 grid transformers and their five-year plan. They sit as dots on a 5×5 matrix, health from H1 Good to H5 Very poor down the side and criticality from C1 Low to C5 Extreme across. Three sit in the red corner today — Dunmore T1 at 24, Ferncliff T2 at 31 and Saltmarsh T3 at 36 — carrying $3.9M a year of monetised risk.
In the red corner: “3 transformers with health below 40 and criticality 60+” · $3.9M a year, probability × consequence
- 0205:30 overnight
Twenty-three documents read before anyone arrived
Evidence readerThe nightly run read 23 new documents — 9 lab certificates, 6 test reports, 3 thermal surveys and 5 work order closeouts — and tied each value to its asset. Four scores changed. Ferncliff T2 went from 34 to 31 on Brightwater Oil Laboratories certificate BOL-26-44817, and two changes of more than 10 points went to a reliability engineer instead of the plan.
“Health scorer re-scored 1,656 assets · 4 scores changed · Ferncliff T2 34 → 31”
- 03The oil result
Ethylene at 182 ppm, Duval zone T3
Oil and gas interpreterThe certificate for the sample taken on 14 September shows ethylene at 182 ppm against Lumina's alert limit of 50, up from 98 in March, with methane at 96 and acetylene at 1. The interpreter places it in zone T3 of Duval triangle 1 — a thermal fault above 700 °C — and works out the rise at about 14 ppm a month. The values it used are highlighted on the page.
Lab interpretation: “Duval triangle 1, zone T3 — thermal fault above 700 °C … Recommend resample in 4 weeks.”
- 04Why 31
Seven deductions, each with its source
Health scorerHealth starts at 100 under scoring method v3.2. Dissolved gases take 22 of a possible 30, paper insulation 14 for 2-FAL at 2,140 ppb (a degree of polymerisation of about 370), age 9 for 47 years against a 45-year design life, and load 8 for a 94% summer peak with a 118 °C hot-spot. The tap changer, bushings and moisture take the rest: 69 points, a score of 31, H4 Poor.
“7 deductions · every one opens to its page”
- 05Re-scored on request
Criticality 88, and 12 by 2031 if nothing is done
Criticality assessor and ForecasterFerncliff T2 serves 41,800 customers, Northgate General Hospital and Lumina's own Ferncliff water treatment works (120 Ml/d). Its sister unit T1 carries only 78% of peak alone, and its 38,000 litres of oil sit 60 m from Ferncliff Brook: criticality 88, Extreme. The forecaster takes it to 12 by 2031, with the probability of failure rising from 2.9% to 11.4% a year.
“Forecaster projected to 2031 · health 12 by 2031 if nothing is done · failure 2.9% → 11.4% a year”
- 06Before it reaches the plan
A drop of more than 10 points waits for an engineer
Dr. Leah Morrow · Reliability engineer, transformersTest report TR-2026-7716 on Corran T1 reads contact wear of 85% and arcing marks on the tap changer selector. The health scorer moves it from 61 to 50, but 11 points is more than the 10 the settings allow, so the change waits, with one button to ask Leah to confirm it and one to reject the reading.
“More than 10 points, so it waits for a reliability engineer before it reaches the plan.”
- 07Slider to 2031
Nine more transformers slide into the red corner
ForecasterImran drags the year slider to the end of the plan period. With no plan, every dot moves to where its forecast puts it, trails showing the path from 2026. Dunmore T2, Wexley T2, Kestrel Bay T1, Ashby Vale T1, Corran T1, Brackenridge T2, Northgate T3, Saltmarsh T1 and Holloway T1 join the three already there: 12 in all, and $10.7M a year of risk.
“12 · +9 since 2026 · transformers with health below 40 and criticality 60+”
- 08Risk-ranked plan
The matrix becomes the capital plan
Plan builderSwitched to the risk-ranked plan, replaced units jump back to the top, refurbished ones rise a band and monitored ones carry a ring. One transformer is left in the red corner in 2031 — Kestrel Bay T1, on an online gas monitor from 2027 and due for replacement in 2032 — and the class's monetised risk falls to $3.6M a year. Ferncliff T2 reads 96 in 2031.
“1 · −2 since 2026 · transformers with health below 40 and criticality 60+”
- 09Three plans, one budget
Same $52.8M, 2.5 times the risk removed
Tomás Reyes · Capital plannerThe capital plan puts three options side by side. Replacing the eight oldest removes $6.7M of risk over 2027–2031 and leaves 8 in the red corner. The risk-ranked plan — 7 replacements, 6 refurbishments and 10 gas monitors — removes $16.9M, leaves 1 and defers 4 healthy units worth $26.4M. Ferncliff T2's order goes in by February 2027 to meet the 120-week lead time.
“Total $52.8M of the $52.8M envelope · risk removed 2027–2031 $16.9M · 2.5× replacing by age”
- 10Signed
Imran signs and sends it to the board
Imran Aziz · Asset Manager, SubstationsThe sign-off shows what he is signing: $52.8M, 23 interventions and 1 transformer in the red corner in 2031, built on 64 scores with every deduction cited. The two score changes still waiting for Leah are left out of the evidence pack. The first order to place is Saltmarsh T3 in November 2026, and his note to the board says Ferncliff T2 must be ordered by Feb 2027 to meet the 2029 summer.
The plan builder recommends; the asset manager signs and the capital planning board approves the spend.