What the Diagnostic is
The Owner Clarity Diagnostic™ is Casaforta's front door. It is a structured assessment of your building, delivered as a written report: an executive summary, observed condition, identified risks, a Building Health Score™, a prioritized action plan, a 25-Year Capital Snapshot™, a review of operations, records and known obligations, then the recommendations, the method appendix and the disclaimer.
The Diagnostic does not require the owner to retain CASAFORTA for ongoing property management. Owners order it for a second opinion on a building they run themselves, on one already in someone else's hands, or before deciding what to do with a building they have just bought.
A review grounded in on-site observation
The mandate opens with an owner interview: what you own, how long you have held it, what worries you, and what you want the building to become. Then comes a documented on-site review of the building's condition and the accessible components within the mandate — photographed and dated. Alongside it, Casaforta reviews the file as it stands: leases, rent roll, invoices, contracts, correspondence, and regulatory documents where they exist.
The Diagnostic is reviewed by a person before release, and the score is not assigned automatically.
What the Diagnostic examines
- the owner interview and your objectives;
- the property, the leases and the rent roll;
- deferred maintenance and accumulated backlog;
- a documented on-site review of the building's condition and the accessible components within the mandate;
- operations, records and known obligations;
- identified risks and the Building Health Score™;
- the 25-Year Capital Snapshot™ and information that can later feed into a Building Passport™.
The five labels: how the report handles what it does not know
In the findings and in the action plan alike, every row carries exactly one label — and a single finding may contain several separately labelled rows:
- KNOWN FACT — documented; the source is named.
- OBSERVATION — seen on site, dated — distinct from a conclusion.
- PENDING — information requested, not received: it stays displayed as missing, never converted into "no issue".
- RECOMMENDATION — action proposed by Casaforta, with priority and horizon.
- OWNER DECISION REQUIRED — a choice explicitly reserved to you — never made in your place.
That rule governs the whole report. When a relevant element within the mandate could not be observed, or requested information or documentation was not received, that limitation remains explicitly identified. An unknown is never converted into a favourable finding.
The Building Health Score inside the Diagnostic
The Building Health Score™ is included in the Diagnostic. It presents a rating and an observation across each of the twelve categories, followed by a summary score out of 100. Green, yellow, orange and red levels are used to express the degree of attention associated with the assessment.
The Score can also be done on its own. The Diagnostic is the broader offering: it sets the Score inside a report that also carries the prioritized action plan, the 25-Year Capital Snapshot™ and the review of operations, records and known obligations.
The prioritized action plan
The prioritized action plan classifies issues by severity — Critical, High, Medium or Low — and assigns an action horizon or follow-up path: Immediate, 30 days, 90 days, Capital Plan or Monitor.
Each row carries its label, and states what was found, what is proposed, and whose decision it is. Where an order of magnitude accompanies an action, it is a planning range — never a quotation.
What the result is for
The Diagnostic exists to support a decision. It shows where to start, what can wait, and what is better not deferred. It helps build a maintenance budget, supports a conversation with an insurer, a lender or a board, and establishes what was found on a given date.
Owners often commission one during a transition or takeover: after acquiring a building, when a manager leaves, before a season of major work, or simply when they can no longer say with confidence what condition the building is in.
The 25-Year Capital Snapshot™
The 25-Year Capital Snapshot™ places the building's major components on a timeline: their approximate age, estimated remaining life, and the order of magnitude of an eventual replacement — in illustrative planning ranges, never a quotation, an appraisal or a construction estimate.
The Snapshot is not the 25-Year Capital Plan™. The Snapshot is the overview carried inside the Diagnostic: it places the major milestones at the scale of the building. The 25-Year Capital Plan™ is the separate instrument that uses the Snapshot as an input and develops it further when long-range planning becomes the priority.
Operations, records and known obligations
Depending on the building type, mandate and information available, the review may cover matters such as the rent roll and leases, current expenses and contracts, the insurance policies and documents on file, and known obligations with their deadlines — including tenant notices, the RL-31 slip and, in a condominium, the obligations that arise under Bill 16.
This review flags missing documents and deadlines worth watching. It certifies no legal or regulatory compliance, determines no insurance coverage, and replaces neither a legal opinion, an accounting audit, nor a statutory certification.
What the Diagnostic is not
The Diagnostic is not an engineering report, a pre-purchase inspection, a certified appraisal, a code- or regulatory-compliance certification, or a contingency-fund study under Bill 16.
It is a structured review grounded in observation of the building and the documentation available, designed to inform the owner's next decisions.
Where it starts and where it stops
The Diagnostic starts from a written mandate. Starting at $950, depending on the building type, size and scope. The mandate scope and applicable terms are confirmed in writing before the Diagnostic begins.
It stops at what was observed, received and documented during the mandate. When a relevant element within the mandate could not be observed, or requested information was not received, that limitation remains explicitly identified. When a condition falls outside the scope of the Diagnostic or requires specialized expertise, CASAFORTA recommends consulting the appropriate qualified professional.
What your file can become
The Diagnostic is only the start. An owner should not have to chase information: in the Owner Space, the building becomes visible — reports, documents, decisions and tracked risks, in one place.
Information established through the Diagnostic can later feed into a Building Passport™, allowing future assessments, documents, decisions and follow-ups to build on what is already known.