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EV transition business case template

A fill-in business case for moving part of a fleet to electric: suitability, costs, FBT, charging and risks, in the order a CFO reads them.

Updated 10 July 2026 · Editable document

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How to use it

Work through it for one vehicle class at a time. Delete the guidance notes in italics as you fill each section. Figures marked with an asterisk change on tax dates, so re-check them before submission.

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IntelliTrac / Fleet templates

EV transition business case template

EV transition business case: [vehicle class]

Prepared by: [name] · Date: [date] · Decision sought: [approve pilot / approve replacement policy]

1. Summary

[Three sentences: what is proposed, what it costs or saves per year, and the recommendation. Write this last.]

2. The vehicles proposed

  • Class and count: [e.g. 12 pool sedans due for replacement FY27]
  • Current vehicles: [make/model, fuel use, age, replacement due]
  • Proposed EVs: [candidate models, rated range, energy use from the Green Vehicle Guide]

3. Suitability check

  • Longest regular daily distance for this class: [km, from booking/trip data]
  • Proposed EV usable range (rated range with a real-world margin): [km]
  • Charging: [depot chargers available or proposed / home charging arrangements]
  • Verdict: [suitable / suitable with charging investment / not yet suitable]

4. Whole-of-life cost comparison

Item, per vehicle per yearCurrent vehicleProposed EV
Energy or fuel$$
Maintenance and tyres$$
Registration and insurance$$
Fringe benefits tax*$$ (exempt if eligible)
Depreciation$$
Total$$
  • Purchase price difference: [$]
  • Simple payback on the price premium: [years]
  • *FBT note: eligible EVs under the luxury car tax fuel-efficient threshold ($91,661 for 2026-27) are currently FBT-exempt, though still reportable, and a phased wind-back is legislated from 1 April 2027. State the assumption used.

5. Charging plan

  • Depot charging: [number and type of chargers, cost, installation timeline]
  • Electricity: [tariff, solar offset if any]
  • Home charging (if applicable): [reimbursement approach]

6. Emissions

  • Current class emissions: [tonnes CO2 per year, from fuel records or the Green Vehicle Guide]
  • Reduction if replaced: [tonnes per year, and share of fleet emissions target]

7. Risks and mitigations

  • Range shortfall on unusual trips: [mitigation: pool ICE vehicles retained / booking rules]
  • Charger availability: [mitigation]
  • Resale value uncertainty: [assumption used]
  • FBT exemption wind-back from April 2027: [sensitivity shown in section 4]

8. Recommendation and next step

[Pilot of N vehicles / staged replacement from date], reviewed after [period] against the assumptions in section 4.

A starting point, not legal advice. Review against your own agreements and state rules.

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