Dashpivot Article – What is a Facility Condition Assessment?

what is a facility condition assessment

Question Answered: What is a Facility Condition Assessment?

What is a Facility Condition Assessment?

What is a Facility Condition Assessment (FCA)? An FCA serves as a critical tool for understanding the health and operational capacity of physical assets in sectors that require high durability and reliability from their infrastructure. This process involves a meticulous examination of a facility's systems and components, including but not limited to, its structural integrity, mechanical, electrical, and plumbing systems, safety features, and both interior and exterior conditions.

By conducting an FCA, stakeholders gain valuable insights into the state of their facilities. FCA's identify existing deficiencies, maintenance requirements, and potential compliance issues that could impact operational efficiency or safety. In sectors that are characterised by extensive infrastructure and high capital investments, the importance of an FCA cannot be overstated.

These assessments provide a foundation for informed decision-making and allow for the prioritisation of maintenance tasks, renovations, and upgrades critical to ensuring the continuous operation of facilities. Furthermore, an FCA aids in risk management by identifying areas that may pose safety risks to personnel or could lead to significant operational disruptions if not addressed.

FCAs also play a pivotal role in strategic planning for longevity and resilience in infrastructure-heavy sectors. By understanding the lifecycle of facility components and infrastructure, organisations can plan for replacements and upgrades in a proactive manner, minimising downtime and ensuring that operations continue to meet industry standards and regulations. This foresight is crucial when the reliability and efficiency of physical assets directly impact the bottom line.

How to Perform a Facility Condition Assessment

Performing a Facility Condition Assessment (FCA) requires a systematic approach to ensure comprehensive coverage of all critical components and systems within a facility. Here is a process outline on how to conduct an FCA:

Planning and Preparation

Begin by defining the scope of the assessment, including which facilities and systems will be evaluated. This phase involves gathering existing facility documentation such as blueprints, previous assessments, maintenance records, and compliance reports. Set clear objectives for the assessment to guide the entire process to ensure that it meets the specific needs and goals of the organisation.

Assembling a Multidisciplinary Team

An effective FCA requires the expertise of a multidisciplinary team that can include engineers, architects, safety experts, and maintenance personnel. Each member brings specialised knowledge, ensuring a comprehensive evaluation of structural, mechanical, electrical, and safety systems. External consultants may also be engaged for their expertise in specific areas.

Conducting On-Site Inspections

The core of the FCA process involves detailed on-site inspections of the facility's physical condition.


Divide the facility into manageable sections or zones based on their function, system type, or location. This approach ensures thorough coverage and helps with organising the inspection process more efficiently.

Utilise Checklists 

Employ comprehensive checklists tailored to each segment and system being inspected. These checklists should cover all components to be evaluated, including structural elements, HVAC systems, electrical installations, plumbing, safety systems, and any specialised equipment relevant to the facility's operations.

Visual Inspection and Functional Testing

Begin with a visual inspection, looking for obvious signs of wear, damage, or deterioration. This includes checking for cracks in structural elements, signs of water damage, corrosion on electrical components, and the condition of moving parts in mechanical systems.

Following the visual inspection, perform functional tests on systems to assess their operational efficiency and detect any hidden issues. This may involve testing alarm systems, ensuring HVAC units are functioning correctly, and checking electrical systems for proper grounding and circuit integrity.

Utilise Technology

You should also incorporate the use of technology such as thermal imaging cameras, moisture meters, and structural scanners. These tools can help detect issues that are not visible to the naked eye, such as overheating electrical components, moisture behind walls, or hidden structural weaknesses.

Recording and Data Collection

  • Documentation: Accurate documentation is paramount during the on-site inspection. Use digital tablets or smartphones to record observations, take photographs, and even videos of identified issues. Each finding should be tagged with a location identifier to ensure that the data is easily linked back to the specific segment or system it relates to.
  • Condition Rating: Assign condition ratings to each component or system based on observed conditions and functional tests. These ratings typically range from excellent to poor and help with quantifying the severity of issues and the overall condition of the facility's assets.
  • Data Organisation: Organise data collected during the inspection systematically, correlating it with the corresponding section on the checklist. This organisation is crucial for the subsequent analysis phase, as it allows for efficient identification of patterns, problem areas, and prioritisation of issues.
  • Immediate Feedback Loop: If critical issues that pose immediate safety risks or could lead to significant operational disruption are identified, these should be communicated to facility management promptly. This immediate feedback loop allows for swift action to mitigate risks even before the full assessment report is completed.

Data Analysis

Following the on-site inspections, the data analysis phase plays a crucial role in transforming raw data into actionable insights. This step scrutinises the condition of each facility component, focusing on the severity of any issues discovered, their potential impact on operations, and identifying immediate or future maintenance requirements. The condition ratings assigned during inspections serve as a quantitative measure of each component's health, guiding the prioritisation process for repairs and maintenance activities.

Analysing the data involves estimating the remaining useful life of components, which is pivotal for strategic planning and resource allocation. By understanding which elements are nearing the end of their serviceability, facilities can proactively schedule replacements or refurbishments, mitigating the risk of unexpected failures that could disrupt operations.

Prioritising Repairs and Maintenance

Based on the analysis, create a prioritised list of repair and maintenance recommendations. Prioritisation is typically based on factors such as the criticality of the component to facility operations, the severity of its condition, and the potential risks or impacts of failure. This step is crucial for effective resource allocation, ensuring that the most urgent and impactful issues are addressed first.

Developing a Long-Term Capital Improvement Plan

The final step involves using the data collected and the insights gained from the assessment to develop a long-term capital improvement plan. This plan should outline projected maintenance schedules, necessary repairs, and planned upgrades or replacements over a specified timeline. It serves as a roadmap for ensuring the ongoing reliability, safety, and efficiency of the facility, taking into account future growth and technological advancements.

When conducting a facility condition assessment, it is beneficial to use a standardised checklist that has a consistent measure for assessing the condition of each segment. Below is an example of a facility condition assessment that has been conducted using a structured checklist:

Facility condition assessment checklist

Use and customise this free facility condition assessment checklist for your next assessment

Improve your facility condition assessments with structured checklists

The crux of an FCA involves correctly collecting data during the on-site inspection phase. The data must be recorded and organised in way that can easily be interpreted by a wide range of stakeholders.

The best piece of documentation to achieve this purpose is a customisable facility condition assessment checklist template. This form enables the person conducting the inspection to document it in a systemised manner, ensuring that all information collected can be clearly linked to specific areas of the facility.

Documenting your facility condition assessments with this checklist allows you to easily complete many of the major steps in the inspection process:

  • The checklist enables you to seperate the facility into segments, which allows you to organise your inspection and conduct it in pre-planned manner.
  • It fulfills the standard industry practice of using inspection checklists to document facility condition assessments.
  • The checklist has fields to fulfill all data documentation requirements and includes functions for adding location-tagged photos and videos of identified issues.
  • There are customisable condition rating fields and formulas. You can include a condition assessment measure matrix, assign individual system and component scores, and average all scores together.
  • The checklist is organised so that issues with structures and components can be directly linked to their corresponding segments in the checklist.

Streamline your facility condition assessments with digital solutions

Facility condition assessments inherently require collecting large volumes of information and data. While using standardised checklists gives your inspections some structure, individual documents can still become disorganised over time as an organisation grows. It can also be difficult to distribute checklists to all stakeholders when using individual documents.

To make the process of conducting, distributing, and analysing facility condition assessments easier, you should use a facility condition assessment app to manage all of your assessments. This app allows you to digitally create and conduct all your assessments and store them all in the one place. You can send digital copies to stakeholders through the app and create hard copies if required.

Dilapidation report template

Dilapidation report template

Record and monitor the condition of exisiting assets efficiently.

Existing Conditions Report template

Existing Conditions Report template

Properly document conditions before any work is undertaken to build full photographic evidence.

Site observation report template

Site Observation Report template

Capture everything from those site observations in an organised and easily shareable form.

Sitemate builds best in class tools for built world companies.

About Quintin Low

Quintin Low is a Content Marketer with a passion for applying innovative digital solutions to heavy industries.

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