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Levels of Assessment

The amount of rigour (level of effort) applied to a study, such as a Facility Condition Assessment (FCA) or a Reserve Study (Depreciation Report), particularly with respect to the methods for:

At higher levels of assessment, the findings and recommendations in the study display the following attributes: 

Various schemes have been developed to attempt to classify the different levels of assessment (see the colour coded table below)

The level of assessment can vary by system (mechanical, electrical, etc) or vary by building (No 1, No 2, etc).

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Fig. Desktop study without any field work (Level-2)


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Fig. Data Collection with Site Visit (Level-1 or Level-3)


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)

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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 problems, interval censoring, covert failures).


Level-1
Level-2

Level-3
  • Concerns
  • Recommended Actions
Data Collection Techniques 
Data Collection
Data Collection Techniques 
  • Physical/diagnostic testing (such as thermography)
  • Destructive Testing  (such as exploratory opernings)
  • Field Review
  • Condition monitoring
  • Recommissioning testing (such as balancing
  • Disassembly of equipment
Actuarial dataEmpirical Data
Data collection Procedures
Data Collection Procedures
  • Crawl spaces and confined spaces
  • All locations throughout
  • Concealed conditions
  • Electrical lockouts
  • Condition of the major elements and minor elements
  • Surface conditions and concealed conditions
Scope
  • Big ticket items
  • "Red flags"
Scope
  • Code Review
  • Seismic Review
  • Energy audit
  • Functionality assessment
  • Catch-up, keep-up and get-ahead
  • Physical analysis = 100%
  • Financial analysis = 100%
Estimating
Estimating
  • Bottom Up Estimates
  • Class B estimates
  • Ugprades and adaptations
  • Incremental costs
Team
  • Team Mix/composition
Team
Deliverable
Deliverable

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