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ECAR-TCO Framework (9 April 2015)
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This TCO framework spreadsheet was developed as part of the ECAR working group publication "TCO for Cloud Services: A Framework." That document should be consulted for more information about the framework and its use.
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http://www.educause.edu/library/resources/tco-cloud-services-framework
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Instructions for completing the TCO WorksheetStep
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1.Enter a name for your use case at the top of the Foundational Risks worksheet. That title will be automatically displayed on the other worksheets. NOTE: If you see a formula in any cell, then do not enter data in that cell. In general, limit your data entry to the cells that are empty of any text or formulas.
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2.These worksheets allow you to compare up to three possible hosting arrangements. We assume you are comparing an existing solution (Current Option) to one or two alternatives (Option 1 and Option 2). If you would like to relabel the option names, do so on the Foundational Risks sheet, and those names will be automatically displayed on the other sheets.
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• You should enter data into all three worksheets—Foundational Risks, Quantitative Detail, and Qualitative Detail—for the alternative hosting options you are considering. Totals and other information will be automatically transferred to the Summary View worksheet.
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• The Importance column is essentially a simple weighting factor; enter a single letter to indicate whether this factor has high, medium, or low (H, M, L) importance. For the Foundational Risk and Qualitative factors, the Summary View will automatically apply a simple weighting factor (high=3, low=1) and will display a total for each option for comparative purposes. For Quantitative factors, the importance score is not used in any computation but is useful in analyzing the final TCO summary figures.
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3.Each of the workseets requires a distinct value to be entered under each option and for each factor.
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• For Foundational Risk factors, enter the Relative Effectiveness of the option under consideration to address the risk factor being evaluated. Only one of three values can be entered in each cell: -1, 0, or +1 (worst of the three options to best).
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• For the Quantatative factors, enter the annual cost of the option under consideration to address the factor being evaluated. The four-year total for each option will be automatically computed. For one-time costs, enter the cost in the appropriate year (typically year one).
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•For Qualitative factors, enter the Relative Effectiveness of the option under consideration to address the factor being evaluated. Only one of three values can be entered in each cell: -1, 0, or +1 (worst of the three options to best).
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4.In the Whose Budget field (Quantitative Detail sheet), each option may have this cost element coming from a different budget. You can use this field to document this.
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5.Notes fields are for you to enter any relevant information in your evaluation about each particular factor.
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6.You can capture costs in any row that seems most relevant to your use case. All costs are simply added together in the Summary View, so just be sure you don't dobule-count.
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7.On the Summary View worksheet, Conclusion fields are for you to enter any conclusions you reach about each particular factor, about the TCO results, or about how this factor might influence the final decision.
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8.Feel free to make changes to any of the factors to suit your situation. You could change the name of the factor (on the Foundation or either of the two detail sheets), and it will automatically be updated on the Summary sheet.