Services
Targeted Assessments
A detailed assessment with a deliberately narrow scope. When the decision in front of you is about one system, or one set of criteria, a Targeted Assessment goes deep on it rather than broad across the whole building. Visual, non-invasive, and reporting-first.
When a full assessment is more than the question requires
A Facility Condition Assessment documents every accessible system, surface, and assembly across a property. Sometimes that is exactly what ownership needs. Other times the decision is narrower: an aging facade, a panel inventory, a single criteria set to apply across a portfolio. A Targeted Assessment concentrates the field work on that one question and goes deeper on it.
The methodology does not change. Grade-level and accessible visual observation, photo documentation behind every finding, and a report built to support a decision rather than just describe a condition. What changes is the breadth. The scope is client-directed and defined before the visit, so the report answers the question that was actually asked.
Every observation is surface-level and visual. No destructive testing, no concealed-assembly claims, no code compliance opinions, no engineering analysis. Proportional FM documents what is observable at the time of visit and identifies where a licensed specialist should investigate further. That boundary is stated in plain language in every report.
For the full walk pattern, observation framework, and finding structure that underpins this work, see How a Proportional FM assessment works.
Choose a targeted assessment when
- One system is driving the decision, not the whole asset
- A chronic, recurring problem needs a documented pattern, not a one-line work order
- You are sequencing a capital cycle on a specific assembly and need a baseline first
- You already have criteria and need disciplined field execution against them
- A specialist needs a documented starting point before they scope testing
Three ways operators use a targeted assessment
These are the most common narrow-scope engagements. The scope is not limited to them. If your question is about one part of the building, it can be assessed and reported to the same standard.
Use Case 01
Building envelope and facade
When the exterior wall system is the decision. Coating and stucco condition, sealant joints at doors, windows, and penetrations, flashing and drainage, evidence of prior repairs, and interior moisture indicators correlated to the exterior elevation where they appear.
Typical triggers
- ·Aging coating or single-barrier wall systems with no secondary membrane
- ·A chronic, recurring pattern of moisture entry at interface points
- ·An owner sequencing an envelope capital cycle and needing a documented baseline first
Use Case 02
Electrical equipment and distribution
Visible condition documentation and data collection on panels, disconnects, and accessible distribution: panel inventory, labeling, accessibility, visible wear, and observable deficiencies. Condition documentation and data collection, not load testing, thermography certification, or engineering analysis.
Typical triggers
- ·Building a panel and distribution inventory ahead of a capital or tenant-improvement plan
- ·Documenting visible condition and accessibility deficiencies for the record
- ·Establishing what is present so a licensed electrician or engineer can scope testing precisely
Use Case 03
Your own criteria
If you already have a checklist, a standard, or a defined scope, Proportional FM executes the field observation and reporting against it. Quality inputs at a high level of detail, matched with refined reporting that lets you make actionable, fact-based decisions.
Typical triggers
- ·An owner or asset manager with an internal condition standard to apply across a portfolio
- ·A director of construction who needs a defined interface or assembly documented to a specific brief
- ·A one-system or one-criteria question that a full Facility Condition Assessment would overshoot
What gets documented, and where a specialist takes over
A Targeted Assessment is honest about its own edges. Proportional FM documents the observable. Anything that requires instruments, testing, or a license is identified in the report and handed to the right professional. The line is drawn before the work starts, not after.
Scope of observation.By default, observations are made from grade level and are limited by what a camera's zoom can resolve. Where a closer or higher-elevation view is needed for the detail your decision requires, elevated access such as a lift or aerial vantage is called out and scoped separately rather than assumed.
Observations are limited to visible conditions at the time of the visit. No visible indicator of an issue is not verification that no issue exists in concealed areas. This is a non-invasive, visual review, not an engineering analysis, code compliance certification, structural evaluation, or warranty of condition.
Reporting-first, by design
The report is the product. A Targeted Assessment is built to be read by ownership and acted on by trades, with photo documentation behind every observation and a clear line between what was observed and what a specialist should carry forward.
Findings are framed as patterns and capital planning themes, not a raw defect list. The report establishes a documented baseline that supports year-over-year comparison if you elect to monitor condition over time.
Once the report is delivered, Proportional FM can coordinate the trades it points to under a separate vendor coordination engagement: one point of contact, sequenced by the report, consolidated into a single invoice. The assessment itself stays observational. It is not a repair authorization.
What you receive
- Executive summary that frames findings as patterns and capital planning themes, not a raw defect list
- Location-keyed observations organized by elevation, system, or criteria, with photo documentation on every finding
- Suggested next steps for qualified trades, each with a technical note clarifying what a licensed professional should investigate
- Photo documentation organized for the record, with interior and exterior correlation pairs where applicable
- An observer verification statement documenting scope, methodology, and limitations in plain language
- A post-delivery walkthrough call to review findings before any ownership presentation
Scope and pricing are confirmed in a written proposal after a brief scope conversation. Every engagement is sized to the question being asked.
Frequently asked questions
What is a targeted assessment, and how is it different from a Facility Condition Assessment?
A Facility Condition Assessment documents every accessible system, surface, and assembly across a property. A Targeted Assessment narrows the field work to one system or one client-defined criteria set and goes deeper on it. The methodology is the same: visual, non-invasive, photo-documented, and reporting-first. The difference is scope. Choose a Targeted Assessment when the decision in front of you is about one part of the building, such as the exterior envelope or the electrical equipment, rather than the whole asset.
Can Proportional FM assess electrical systems?
Proportional FM documents the visible condition of electrical equipment and collects data on panels, disconnects, and visible distribution: labeling, accessibility, visible wear, panel inventory, and observable deficiencies. This is condition documentation and data collection, not load testing, infrared thermography certification, or engineering analysis. Where the data points to something that needs measurement or certification, the report identifies it and a licensed electrician or engineer carries it forward. The assessment tells ownership what is there and what warrants a specialist, with photo documentation behind every observation.
Do you perform exterior facade and building envelope assessments?
Yes. A targeted envelope observation concentrates on the exterior wall system: coating and stucco condition, sealant joints at doors, windows, and penetrations, flashing and drainage, evidence of prior repairs, and interior moisture indicators correlated to the exterior elevation where they appear. It is a grade-level visual observation grounded in field experience and pattern recognition, not an engineering evaluation or destructive testing. Findings are organized by elevation and location and framed as capital planning themes rather than a defect list.
Can I bring my own assessment criteria?
Yes. If you already have a checklist, a standard, or a defined scope, Proportional FM executes the field observation and reporting against it. The product is quality inputs at a high level of detail, matched with refined reporting that lets you make actionable, fact-based decisions. Bring the criteria; the field discipline and the report structure are what Proportional FM adds.
Is a targeted assessment an engineering evaluation?
No. A Targeted Assessment is a non-invasive, visual observation of accessible areas reflecting conditions at the time of the visit. It is not an engineering analysis, code compliance certification, structural evaluation, root-cause diagnosis, or warranty of condition. Proportional FM documents visible patterns and observable conditions, and identifies where a licensed specialist should investigate further. That boundary is stated explicitly in every report.
What do I receive from a targeted assessment?
An ownership-facing report organized by location, with photo documentation behind every observation, an executive summary that frames findings as patterns rather than a raw defect list, and suggested next steps for qualified trades with a technical note clarifying what a licensed professional should investigate. A post-delivery walkthrough call is included to review findings before any ownership presentation. The report also establishes a documented baseline that supports year-over-year comparison if you elect to monitor condition over time.
Have a narrow question about your building?
Tell us what you need documented. We will respond within 1 business day with a scope and proposal specific to your property.
Request a targeted assessment