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Facility condition assessment template

Facility condition assessment template

Conduct thorough evaluations of facility conditions with this comprehensive assessment template. It helps identify areas needing repair or upgrade, ensuring operational efficiency. Use this template to prioritize maintenance tasks and extend the facility’s lifespan.

Use this template
or download pdf
Facility condition assessment template

Conduct thorough evaluations of facility conditions with this comprehensive assessment template. It helps identify areas needing repair or upgrade, ensuring operational efficiency. Use this template to prioritize maintenance tasks and extend the facility’s lifespan.

Use this template
or download pdf

About the Facility condition assessment template

A facility condition assessment template is structured to guide you through a comprehensive evaluation of your property’s condition. It includes sections for examining structural elements, mechanical systems, and safety features, ensuring no critical area is overlooked. 

The template also benefits you by providing a clear framework for assessing both the interior and exterior of your facility. This holistic approach ensures that all aspects of your property are evaluated, enhancing your ability to maintain its value and functionality. 

Additionally, the template facilitates consistent inspections, whether conducted by you or your team, ensuring thorough and reliable assessments every time. By adopting a facility condition assessment template, you enhance your documentation process and ensure proactive management of your property’s condition.

Key elements of a facility condition assessment template

To effectively evaluate your facility’s condition, your assessment template should include several essential elements, ensuring a comprehensive review of your property’s systems and structures.

  • Foundation and support analysis: This section involves examining the building’s core support systems, such as the foundation and load-bearing walls, to detect any signs of cracks or instability. Early detection of these issues can prevent extensive damage and ensure structural safety.
  • Systems functionality review: Assess the performance of heating, ventilation, and air conditioning (HVAC) systems, as well as electrical and water systems. This helps you spot inefficiencies or safety risks, enabling you to plan timely repairs or upgrades.
  • Exterior and interior condition survey: Evaluate the condition of exterior components like facades, roofs, and entrances, along with interior elements such as walls, ceilings, and floors. Regular checks in these areas help maintain the building’s appearance and usability.
  • Regulatory compliance assessment: Verify that the building adheres to current safety codes and regulations, including fire safety measures, emergency exits, and accessibility standards. Compliance is critical for occupant safety and avoiding legal issues.
  • Actionable insights and improvement plan: Document your observations and provide clear recommendations for necessary fixes or enhancements. This ensures you have a strategic approach to addressing issues, helping you organize priorities and efficiently allocate resources.

Best practices for using a facility condition assessment template

To maximize the effectiveness of your facility condition assessment template, consider these best practices. First, customize the template to reflect the specific needs of your facility. This ensures all unique aspects are covered and nothing is overlooked. Regularly update the template to incorporate changes in regulations or facility operations.

Ensure accurate documentation by assigning clear responsibilities for each task. This clarifies who is accountable and helps track progress. Avoid common pitfalls by conducting thorough inspections and taking detailed notes. This prevents misinterpretations and ensures accurate recording of all findings.

Finally, maintain open communication with your team. Encourage feedback and suggestions to improve the template’s effectiveness. By following these tips, you can enhance your facility management and ensure a comprehensive evaluation process.

Related categories

  • Health and safety management templates
  • Facility management templates
  • Maintenance templates
Preview of the template
Inspection
Item status guide: 5 Excellent - Brand new and no issues to report - Plan for 8 to 10 year span 4 Good - No immediate issues or concerns - Consider replacement in 6 to 8 years 3 Fair - Average wear for building age. Not new but no immediate issues. - Replace within 5 to 6 years 2 Poor - Worn from use. Nearing end of expected life cycle. - Replace within 2 to 4 years 1 Critical - Extremely worn or damaged - Replace within the next 2 years
Sitework
Roads
Parking
Pavement
Signage
Fencing
Irrigation
Stormwater drainage
Sewerage
Erosion control
Landscaping
Building Structure
Foundations
Walls
Columns
Beams
Slabs
Building Interior
Furniture
Appliances
Floors
Floor finishes
Walls
Wall finishes
Ceilings
Casework (cabinets, bookcases, nightstands)
Fixtures
Doors
Hardware (bolts, nails, screws, hinges, locks, bolts, latches)
Building Exterior
Roofing structures
Balconies
Breezeways
Stairs
Exterior walls
Exterior windows.
Mechanical Systems
Heating, ventilation and air conditioning (HVAC) systems
Electrical Systems
Electrical wiring
Sockets
Lighting
Emergency generators.
Plumbing
Piping
Water pressure
Toilets
Plumbing fixtures
Vertical Transportation
Escalators
Passenger elevators
Freight elevators
Health and Fire Safety
Air quality
Water quality
Fire alarms
Fire suppression systems
Compliance with Building Codes & Regulations
The facility complies with the International Building Code (IBC)
The facility complies with the International Residential Code (IRC)
The facility complies with the International Existing Building Code (IEBC)
Name and Signature of inspector
This template was downloaded 78 times

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Facility management: Best practices for operational excellenceBuilding maintenance: A comprehensive guide (with case studies & free examples)Emergency action plan (EAP): An essential guide for response-readinessDFARS compliance: An essential guide for contractors
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Template collections

See comprehensive collections of best practice templates related to this topic.

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Building Management SoftwareContinuous improvement softwareBuilding security softwareMaintenance software
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6 benefits of maintenance6 main types of maintenanceHow to implement operational excellenceMaintenance: best practices and benefits

Frequently asked questions

How often should I conduct a facility condition assessment?

Conducting a facility condition assessment annually is recommended to identify and address potential issues early. Regular assessments help maintain the building’s safety and functionality, preventing costly repairs and ensuring compliance with safety standards. Adjust the frequency based on the age and condition of your facility.

What are the benefits of using a facility condition assessment template?

Using a facility condition assessment template ensures a systematic approach to evaluating your property. It helps you document findings accurately, prioritize maintenance tasks, and allocate resources effectively. This structured process enhances decision-making and protects your investment by maintaining the facility’s value and safety.

How can I improve the accuracy of my facility assessments?

Improve accuracy by conducting thorough inspections and using a detailed checklist. Assigning clear responsibilities to team members ensures comprehensive coverage and accountability. Regular training on assessment techniques and updates on industry standards can also enhance the accuracy and effectiveness of your evaluations.

Why is it important to involve a team in facility assessments?

Involving a team in facility assessments brings diverse expertise and perspectives, ensuring a more comprehensive evaluation. Collaboration enables inspectors to identify issues that a single inspector might overlook and facilitates effective communication and implementation of maintenance strategies. Team involvement enhances the overall quality of the assessment process.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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