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Facility Condition Assessment (FCA)

A multi-disciplinary review of the various systems of a facility, or group of facilities.
A technical investigation and review of one or more assets or systems to provide findings and recommendations regarding the root cause of deterioration or failure symptoms. 

The data is often summarized in a Facility Condition Index (FCI) that provides an objective benchmark against which the owners and operators can monitor changes over time.



Purpose
The primary objectives of a facility condition assessment (FCA) are listed below:
  • To arrive at a defensible estimate of reinvestment costs so that the owner can make prudent and informed decisions on the allocation of resources to restore defective assets and to sustain their ongoing performance relative to the owners' goals and standards.
  • To provide a benchmark of the current performance of the building and prioritizes projects for maintenance, repair, and/or renewal. 
The outcome of the FCA is to enable the owner to make an informed decision regarding risks and stewardship of the property.

One of the many decision support tools to assist owners, managers and operators.


Scope
The FCA can include or exclude the following individual services and pieces of data:

      I n c l u d e d:
     O p t i o n a l:
  • An estimation of the costs to correct the backlog of deferred maintenance. Sometimes, repair strategies are included.
  • A facility condition index (FCI).
  • An evaluation of the effective age of the assets and  estimation of the remaining useful life of the assets
  • Forecasts of future lifecycle renewal of the assets as they reach the end of their useful service lives ("Keep-up" Costs).
  • An extended facility condition index (EFCI).
  • Identification of code deficiencies.
     E x c l u d e d :
  • Identification of any opportunities for adaptation and improvement to the facility, typically in the form of energy conservation measures or seismic retrofit ("Get Ahead" Costs).


Attributes
Listed below are some of the attributes of a facility condition assessment:


Miscellaneous
A non-invasive inspection of a facility with the following primary objectives:

Methodology
The methodology with vary depending on the following:
There are four different levels of assessment that can be applied to a facility condition assessment:


Data Collection
A facility condition assessment (FCA) includes the following data collection techniques, which establishes the level of review:

     I n c l u d e d:
       O p t i o n a l:
      E x c l u d e d:
  • No recommissioning test on the assets.
  • No review of codes and standards.
    The FCA can form part of the physical analysis required for a broader Facility Performance Evaluation (FPE).

    Condition assessments can be performed at different levels of detail, such as:

    The condition assessment may also provide preliminary assessment of the rehabilitation costs and repair strategy. 

    One such example is a “leaky condo” investigation



    Process
    Listed below are the key steps in the process of preparing a facility condition assessment:
    • Mobilization of the consulting team.
    • Collection of the data - document review, field visits, etc
    • Arrange site access.
    • Analysis of the data.
    • Peer review of the data.
    • Estimation of quantities and costs.
    • Submittal of the draft report to the stakeholders.
    • Submittal of the final report to the stakeholders.
    • Presentation to the owner group.
    Further information on each of these steps can be found on their respective pages in this asset management glosssary.



    Domain Knowledge
    Listed below are some of the concepts taken into consideration by the consulting team when making evaluations and analysis for the facility condition assessment:

    Listed below are some of the distress metrics used in a facility condition assessment:
    Further information on each of these concepts is included in the respective pages of this asset management glossary.


    Evaluation
    Listed below are some of the merits and advantages of a facility condition assessment:
    • The Standardized FCA can serve as a screening tool to identify the need for further study (see: mixed scanning)
    Listed below are some of the limitations of a facility condition assessment:


    Management Principles
    Included below are some of the asset management principles to consider:
    • An FCA can range in fees from $0.10c to $1.00 per square foot.
    Owners of portfolios have unique requirements insofar as they often needs FCAs on a group of buildings but do not necessarily have the funds to complete a simultaneous FCA and need to consider sequential or mixed scanning strategies. Listed below are some portfolio FCA concepts:
    1 1
    Fig. Field inspections are one of the primary data collection methods used in a facility condition assessment.


    1  1
    Fig. Diagnostic testing (left) and destructive testing (right)An FCA is a form of physical needs assessment (PNA), which belongs to a triad of three classes of assessments may be included to gather data for the FCA.


    An FCA is a form of physical needs assessment (PNA), which belongs to a triad of three classes of assessments
    Fig. An FCA is a form of physical needs assessment (PNA), which belongs to a triad of three classes of assessments.


    Matrix of assessment tools for vertical assets, linear assets and portable assets
    Fig. Matrix of assessment tools for vertical assets, linear assets and portable assets.


    Matrix of datas associated with each of the three classes of assessment
    Fig. Matrix of datas associated with each of the three classes of assessment


    The alignment of the different types of assessments to each asset (the mix) and the register those that have been commissioned to date (the status)
    Fig. The alignment of the different types of assessments to each asset (the mix) and the register those that have been commissioned to date (the status)


    I. Care is figuring out the right balance of assessments for his assets, including: physical needs assessment (PNA), capital needs assessment (CNA) and functional needs assessment (FNA)
    Fig. I. Care is figuring out the right balance of assessments for his assets, including: physical needs assessment (PNA), capital needs assessment (CNA) and functional needs assessment (FNA).


    Cycles of assessments and re-assessments for PNAs, CNAs and FNAs over a 40-year planning horizon
    Fig. Cycles of assessments and re-assessments for PNAs, CNAs and FNAs over a 40-year planning horizon.


    1  1
    Fig. Interviews (left) and surveys (right) to gather data for the facility condition assessment.


    E2018 - Standard for Facility Condition Assessments (FCAs)
    Fig. Common Standard for Facility Condition Assessments (FCAs) - E2018


    The results of an FCA expressed in one of the industry metrics - FCI, EFCI and/or FNI.
    Fig. The results of an FCA expressed in one of the industry metrics - FCI, EFCI and/or FNI.


    I. Care is using destructive testing to reveal hidden stuff going on in the iceberg under the surface (latent defects, concealed conditions, lagging indicators)
    Fig. I. Care is using destructive testing (and other creative means) to reveal the hidden stuff going on in the iceberg under the surface (latent defects, concealed conditions, lagging indicators, legacy problems, root causes, back-of-house, interval censoring, covert failures, and potential failures).

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    See also:
    Compare with: See the services matrix for an analysis of the integrated deliverables.

     


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