What we review
Available records, operating priorities, selected building systems, observed conditions, maintenance evidence and asset information. Site access and any specialist investigation are defined in the proposal.
Working with Keystone
A defined starting point. A practical path forward.
Begin with one facility, a selected system or a specific operating challenge. Agree the scope, deliverables and responsibilities before the work starts.
Flagship engagement
Facility Risk & Capital Readiness Assessment
For owners and operators who need a clearer view of facility condition, immediate concerns and future investment. The assessment connects evidence to actions and a capital roadmap within the agreed scope.
What you receive
An executive summary, evidence-backed findings and action register, scoped capital roadmap, and a review meeting covering priorities, ownership and next decisions.
What we need from you
A designated contact, existing records and plans, access to agreed areas and personnel, known site constraints, and consolidated comments on draft findings.
Indicative assessment sequence
Plan the work around your operation.
- Week 1 · Define
Confirm objectives, scope, information needs and access arrangements.
- Weeks 1–2 · Review
Review records, speak with the team and complete the agreed site assessment.
- Weeks 2–4 · Prioritize
Validate findings, develop actions and prepare the scoped capital view.
- Week 5 · Decide
Review the draft, resolve consolidated comments and discuss implementation priorities.
This is an illustrative sequence for a defined assessment, not a guaranteed turnaround. Scope, portfolio size, records, access and specialist needs determine the agreed schedule.
Other focused starting points
CMMS & Maintenance Readiness Review
Review asset data, PM coverage, work-order quality and governance. Receive a baseline scorecard, prioritized improvement plan, data requirements and a scoped pilot approach.
See a readiness scorecard ↗Occupied Renovation Scope & Bid Review
Connect walkthrough observations to an agreed scope, compare proposals and identify unresolved exclusions, schedules and responsibilities. Receive a scope register, bid comparison and clarification log.
See a bid comparison ↗Working alongside your team
Clear responsibilities from the outset.
| Who | Role |
|---|---|
| Client leadership | Sets business priorities, approves scope and funding, and authorizes decisions. |
| Client facilities team | Provides records, operating context and access; reviews findings and carries out agreed actions within its remit. |
| Keystone | Nicholas leads the advisory engagement: assessing evidence, organizing priorities, developing decision reporting and coordinating the agreed work. |
| Retained specialists and contractors | Perform their defined technical investigation, licensed design or execution scope. Required qualifications and responsibilities are established for the engagement. |
For larger portfolios, begin with a pilot, agree common definitions and reporting, and expand in planned phases. Staffing, review cadence and client commitments are specified before each phase.
Clear commercial scope
Defined assessments can be quoted on a fixed-fee basis after scoping. Larger programs use phased scopes; ongoing action and capital reviews can be arranged separately. Proposals identify USD fees, expenses, assumptions and deliverables.
A usable handover
Receive the agreed PDF and editable deliverables, an explanation of assumptions, a review meeting and a clear record of next actions. Follow-up support is scoped to the needs of your team.
Start a conversation
Bring clarity to your next facility decision.
Start with a focused conversation about your portfolio, operating challenge, or upcoming initiative.