Business Case Generator

Build data-driven capital renewal business cases with NPV, ROI, and risk analysis

Sample data — import your own data to get started Template
Select a CSV or TXT file to upload

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Financial Assumptions

Adjust assumptions to model different scenarios. Results update automatically.

2% 12%
3 10
5% 25%
50% 95%

Current Settings

Discount rate
Projection period
Reactive escalation
Reactive reduction
Inflation rate 3%

Methodology

NPV uses discounted cash flow of reactive savings minus upfront investment.

Reactive escalation follows IFMA decay curve principles for aging assets.

Risk scoring: criticality x condition for assets rated Poor/Failed.

Executive Summary

Capital Renewal Business Case

This business case proposes a $1,295,000 capital renewal investment across 6 assets in the portfolio. The portfolio has an average condition score of 3.8/5 with 4 assets rated critical or failed. Current annual reactive maintenance costs of $120,000 are projected to escalate by 12% annually without intervention. The proposed investment delivers a -59% ROI with a 13.5-year payback period and $-660,078 in savings over 5 years.

Total Assets
6
Avg Condition
3.8/5
Critical Assets
4
Replacement Value
$1,295,000
Annual Reactive
$120,000
Avg Asset Age
18.7y

Financial Analysis

Total Investment
$1,295,000
NPV
$-768,130
ROI
-59.3%
Payback Period
13.5y
5yr Saving
$-660,078
Annual Saving
$96,000

Total Cost of Ownership Comparison

Annual cost: "Do Nothing" escalating reactive path vs proposed renewal investment path

Investment by Asset Type

Proposed capital spend breakdown by asset category

Condition Distribution

Asset count by IPWEA condition grade (1=Excellent, 5=Failed)

Cumulative Cost & Payback Analysis

Cumulative cost comparison — crossover point indicates payback period

Risk Matrix

Criticality vs condition — bubble size = replacement cost

Year-by-Year Projection

Cost comparison and cumulative savings over projection period

Year Current Path Proposed Path Cumulative Saving
Year 1 $120,000 $24,000 $96,000
Year 2 $134,400 $24,720 $205,680
Year 3 $150,528 $25,462 $330,746
Year 4 $168,591 $26,225 $473,112
Year 5 $188,822 $27,012 $634,922
Total $762,342 $1,422,419 $-660,078

Risk Assessment

Overall Risk Rating: Critical
Safety Risk Score: 77

4 of 6 assets are rated Poor or Failed condition. The combined safety risk score is 77 (above acceptable thresholds). Deferring renewal increases the probability of unplanned failure, service disruption and potential regulatory non-compliance.

Asset Type Condition Criticality Risk Score Replacement Cost Annual Reactive
Main Switchboard Electrical 5 Failed 5 25 $185,000 $15,000
Main Chiller Plant HVAC 4 Poor 5 20 $280,000 $35,000
Passenger Lifts (x3) Lifts 4 Poor 5 20 $450,000 $28,000
Roof Membrane Building Fabric 4 Poor 3 12 $165,000 $22,000

Recommendations

Ranked Actions

6 recommendations sorted by priority
# Priority Asset Type Action Cost Benefit
1 Critical Main Switchboard Electrical Immediate replacement $185,000 Eliminate $15,000/yr reactive cost, mitigate failure risk
2 High Main Chiller Plant HVAC Planned replacement within 12 months $280,000 Reduce reactive spend by $28,000/yr
3 High Passenger Lifts (x3) Lifts Planned replacement within 12 months $450,000 Reduce reactive spend by $22,400/yr
4 High Roof Membrane Building Fabric Planned replacement within 12 months $165,000 Reduce reactive spend by $17,600/yr
5 Medium Fire Alarm Panel Fire Services Schedule replacement within 24 months $95,000 Proactive renewal before condition deteriorates further
6 Medium BMS System HVAC Schedule replacement within 24 months $120,000 Proactive renewal before condition deteriorates further