Roth IAMS provides a full suite of facility asset management services designed for public sector organizations across Canada and the United States, including school boards, municipalities, post-secondary institutions, and healthcare facilities. Our services are built to support data-driven planning, compliance, and long-term sustainability.

We offer:

• Facility Condition Assessments (FCAs): Comprehensive inspections of building systems and components to evaluate current condition, code compliance, and renewal needs. Through our collaborative approach and adherence to ASTM standards, we provide consistent and defensible data, tailored to your capital planning decisions.
• Asset Management Plans (AMPs): Strategic, multi-year roadmaps for renewal and maintenance that align with your organizational objectives, while balancing resource constraints.
• Preventative Maintenance (PM) Planning: Tailored strategies to extend your facility asset life, reduce emergency repairs, and align with operational goals. We help organizations prioritize their preventative maintenance activities by fast-tracking the development of PM programs.
• Accessibility Consulting: Our comprehensive audits and assessments identify physical barriers and support inclusive, compliant design in the built environment. We help facilities navigate the varying regulatory compliance guidelines across North America.
• SLAM Asset Management Software: A simple yet powerful platform designed to make asset management simple by collecting, managing, and reporting on your facility data, all in one.

Our integrated approach ensures that each service complements the others, providing a holistic solution to facility asset management challenges.

Roth IAMS does not use part-time contractors and instead, invests in our employees. Our Facility Condition Assessors and Project Managers are certified PMP, PAC, AscT, LEED, CET, CPI, CET, CMA, CEM, CET, GSC, FMA, CEFT, RPA, CAPM, RHFAC.

Licenses: Roth IAMS team members have professional engineering licenses in the following jurisdictions: Ontario, British Columbia, Alberta, Saskatchewan, Manitoba, Nova Scotia, and the state of Massachusetts.

Insurance: We are fully insured in both the US and Canada. Professional and general liability insurance status for public sector entity requirements. Coverage limits may be increased for project-specific scope.

Learn more about our work within these jurisdictions through our Project Stories.

Education, municipal, state, and provincial governments, housing, and healthcare sectors.

Click here to learn more about our work within each of these industries!

Cooperative Procurement is a process in which organizations work together to source goods and services. By partnering with established cooperative purchasing organizations, Roth IAMS enables clients to access pre-negotiated contracts that simplify and expedite the procurement process.

Click here to learn more about Cooperative Procurement and how it is used at Roth IAMS from Bill’s Blog!

Cooperative Procurement allows public sector entities to streamline and satisfy their public procurement requirements while also securing increased value for their limited budgets by leveraging the pooled contracts awarded by the Cooperative Procurement organization.

Click here to learn more about one of Roth IAM’s Cooperative Procurement Partnerships!

If you’re part of a government, education, or nonprofit organization in Canada or the U.S., you’re likely eligible to use these contracts.

Contact us for more information and if you are interested in working with us.

A Facility Condition Assessment (FCA) is a systematic evaluation of a building’s physical condition, aimed at identifying maintenance and repair needs. Key aspects include:

• Assessing Building Components: Evaluating elements such as structural systems, mechanical systems, and finishes.
• Identifying Deficiencies: Documenting existing issues and potential future concerns.
• Supporting Capital Planning: Providing data to inform maintenance strategies and capital investment decisions.

FCAs are crucial for organizations to proactively manage their facilities, extend asset life, and allocate resources effectively.

A Facility Condition Assessment (FCA) delivers an element-level inventory—grouping similar assets for long-range capital planning—whereas an Equipment Inventory & Tagging (EI&T) dataset documents each piece of mechanical or electrical equipment individually for CMMS integration.

For a deep dive, see our blog on The Difference Between FCA and Equipment Inventory Datasets for insights and comparison.

FCA data isn’t just for capital forecasting—when paired with ongoing work orders, it becomes a powerful filter for maintenance planning. Assets flagged in poor condition can be prioritized for proactive repair.

Learn how FCA insight can guide maintenance strategy in our blog on Letting Capital Data Drive Maintenance Priorities.

Roth IAMS delivers Facility Condition Assessment (FCA) data in formats tailored for integration with Asset Management Systems (AMS), Capital Planning Tools, and Computerized Maintenance Management Systems (CMMS). We structure the data to align with your platform—whether it’s Uniformat-based or asset-specific—to ensure smooth import and long-term usability. For clients without an existing solution, SLAM Asset Management Software offers a purpose-built platform to manage FCA data, support capital planning, and streamline work order tracking.

Asset management involves systematically tracking, maintaining, and optimizing physical assets—such as buildings, equipment, and infrastructure—to ensure they deliver value throughout their lifecycle.

Learn more about how you can leverage infrastructure asset management to keep your facilities running smoothly.

Effective asset management helps organizations make informed decisions, reduce operational costs, extend asset life, and ensure facilities’ compliance with regulations. It also supports strategic planning and risk management.

Find out why asset management matters now more than ever.

Facility Condition Assessments (FCAs) provide Facility Managers with the data needed to align Preventative Maintenance Programs (PMPs) with each asset’s lifecycle stage. As equipment nears the end of its useful life, FCA data helps adjust PM schedules, reduce maintenance spending, and prioritize replacements before failures occur. This integration ensures newer systems receive proactive care while older assets are lifecycle-planned and retired cost-effectively. Used together, FCAs and PMPs support smarter capital forecasting, reduce reactive maintenance, and optimize long-term maintenance planning.

Learn more about Prioritized Capital Planning with Roth IAMS.

Our expert team collects detailed, location-based equipment data during assessments and formats it for seamless import into your Computerized Maintenance Management System (CMMS). By tagging each asset with unique barcodes or QR codes and aligning with your chosen data structure, we help streamline work order creation, scheduling, and ongoing preventative maintenance workflows.

Learn more about Asset Data Collection and our Equipment Inventory & Tagging process.

A professional energy audit evaluates how your building consumes energy and identifies opportunities to improve efficiency and reduce operating costs. At Roth IAMS, our audits assess systems such as HVAC, building envelope, water use, etc.. We tailor each audit to your facility’s size, usage, and goals—ranging from walk-through reviews to detailed diagnostics that include energy modelling, cost estimates, and recommended upgrades.

BOMA BEST is North America’s largest environmental assessment & certification program for existing buildings. The process evaluates sustainability performance across key areas like energy, water, air quality, waste, and stakeholder engagement. Roth IAMS guides clients through every step—from documentation and benchmarking to aligning facility operations with BOMA BEST standards—helping you achieve your targeted certification level with clarity and confidence. Whether you’re new to the program or renewing, our expertise ensures a smoother path to your certification goals.

To explore our recommended facility-related industry associations, read Part 1 and Part 2  of our blog series.

Sustainability isn’t just a goal—it’s a smart, strategic approach to managing facilities. The benefits extend beyond environmental impact, offering measurable value across operations, budgets, and the daily experience of occupants in educational, government, and institutional buildings.

• Maximized Existing Assets: Improve, manage, and maintain current buildings to reduce waste, avoid unnecessary construction, and boost utilization.
• Healthier Environments: Plan targeted sustainability upgrades for educational, government, and institutional buildings to create healthier indoor spaces that improve air quality and support occupant well-being.
• Strategic Climate Goal Alignment: Help public sector and institutional clients meet greenhouse gas (GHG) reduction targets and climate action goals through energy-efficient building performance improvements.

Energy audits reveal inefficiencies in how your building operates—such as outdated equipment, poor insulation, or control system issues. Roth IAMS translates those findings into prioritized, cost-effective solutions that help reduce energy consumption, lower utility bills, and extend the life of your building systems. Many clients also use audit results to support funding applications or plan capital investments.

Re/retro-commissioning delivers the most value at key points in a building’s lifecycle, such as after major system upgrades, during unexpected energy spikes, or as part of seasonal performance reviews. It’s also particularly valuable before or after a Facility Condition Assessment (FCA), helping ensure building systems are performing as intended and supporting the transition from capital planning to project execution.

At Roth IAMS, we view commissioning as a vital confirmation step. It ensures that mechanical systems are not only installed correctly but are also operating efficiently—supporting your project goals, improving occupant comfort, and enhancing long-term asset performance. When timed strategically, it maximizes ROI and provides critical data for long-term asset planning.

See how our Asset Management Philosophy integrates commissioning across the full asset lifecycle as part of the Design, Execution, and Monitoring phase.

Whether short, medium, or long-term, we enable facility capital renewal planning by providing data-driven insights and strategic guidance. Our approach includes:

• Developing Asset Management Plans (AMPs): Collaborating with clients to create plans that align with organizational objectives, service level expectations, and resource constraints.
• Integrating Diverse Data Sources: Assisting in consolidating various datasets to form a cohesive facility capital planning strategy.
• Prioritizing Investments: Helping clients identify and prioritize capital renewal projects to optimize asset performance and longevity.

By leveraging our tools and expertise, you can make informed decisions that ensure the sustainability and efficiency of your facilities.

At Roth IAMS, Deferred Capital Renewal & Maintenance (DCRM) represents a more accurate and comprehensive term than the traditional “Deferred Maintenance” (DM). While DM has long been used to describe postponed upkeep, it often fails to reflect the true nature of the backlog—much of which involves major capital renewal projects rather than minor maintenance tasks.

Asset data collection is the process of capturing detailed, accurate information about your building systems and infrastructure—such as HVAC units, electrical panels, plumbing, and architectural components. This data provides a critical foundation for making informed decisions related to maintenance, capital planning, and risk mitigation.

By documenting the type, condition, location, and lifecycle of your assets, you gain a holistic understanding of your portfolio. This supports more effective budgeting, regulatory compliance, and performance optimization.

Learn more about developing your desired dataset.

Consistent and defensible data is crucial for effective asset management of your facilities. It enables better forecasting, risk assessment, and decision-making, leading to more efficient use of resources and improved asset performance.

Read more on why precision matters for successful database management.

Asset tagging is a critical step in building an effective equipment inventory that seamlessly integrates with your Computerized Maintenance Management System (CMMS). At Roth IAMS, we recognize that equipment inventory is one of the most granular and essential datasets needed to achieve excellence in facility operations, but also one of the most difficult for organizations to gather and maintain.

That’s why we collaborate with clients to:

• Define the desired dataset and the types of equipment to include
• Identify the data points needed for each equipment type
• Conduct onsite walkthroughs with professional assessors and site escorts
• Tag each in-scope asset with a durable label that includes a unique identifier, barcode, or QR code
• Structure the dataset to allow for easy CMMS import and mobile use

Whether your organization needs full-service support or plans to perform tagging in-house, we offer flexible solutions including pilot-scale programs, training, and ongoing Data Management support.

Learn more about the difference between a Facility Condition Assessment (FCA) and Equipment Inventory Datasets.

Asset data collection benefits all types of facilities—whether it’s a school, hospital, government building, or college campus. While each has unique operational and compliance requirements, they all rely on accurate, up-to-date asset data to support informed planning, proactive maintenance, and long-term capital investment.

At Roth IAMS, we work across a broad range of public sector environments, aligning asset data with each organization’s mission-driven goals. In many cases, this data also supports critical functions like Accessibility Assessments—helping ensure facilities meet regulatory standards and provide safe, inclusive environments across a well-maintained building portfolio.

Inaccurate or outdated asset data can lead to poor facility planning, wasted resources, and unexpected failures. Roth IAMS helps organizations move from reactive to proactive management by collecting, validating, and structuring data in a way that supports reliable capital planning.

We don’t just gather data—we interpret it through the lens of facility performance, lifecycle modeling, and risk prioritization. This enables our clients to optimize investments and extend asset life.

Our Facility Condition Assessments (FCAs) provide validated data that supports long-term infrastructure planning.

Our facility accessibility audits, assessments, and consulting services help facilities managers create inclusive environments that are compliant with legislative and organizational accessibility standards. Accessibility consulting services identify barriers within the built environment using specialized measurement tools such as distance gauges and slope meters to confirm compliance with standards and guidelines across North America.

Roth IAMS’ AA services include:

• Baseline Screenings: provide a high-level visual review based on a tailored checklist, offering initial insights into potential accessibility issues.
• Full Audits & Assessments: comprehensive and measurement-based, identifying specific non-compliances and offering improvement recommendations categorized by the Uniformat II classification system. These audits are supported by cost estimates and can be integrated with broader asset management plans.
• Rick Hansen Foundation Accessibility Certification (RHFAC) Surveys: conducted by certified professionals to assess and rate facilities for inclusion in the RHFAC Registry, reflecting a building owner’s commitment to accessibility. Learn more about the RHFAC.

Roth IAMS also collaborates with building owners to prioritize improvements using a matrix that supports capital planning and ensures a systematic, consistent, and actionable approach to achieving barrier-free environments.

Barrier-Free: Removing barriers for people with disabilities, so that they may have access to and within a facility.

Universal Design: “the design of products and environments to be usable by all people, to the greatest extent possible, without the need for adaptation or specialized design.” —Ronald Lawrence Mace (1988)

While it may not always be financially or physically feasible, the Universal Design approach is the most inclusive and applies to a broad range of users.

For example, while a service entrance at the side or rear of a building may be used as an accessibility entrance, this segregates building users with disabilities. The service entrance is usually aesthetically unappealing and may even compromise individual safety, as it’s hidden from view. This may provide barrier-free accessibility, but would not be considered Universal Design, which would provide the same means of entry for all users at the building’s entrance. With universal design, since all users are treated equally, none are stigmatized.

To learn more, check out the recording from our Webinar, Understanding What You Need – Accessibility Codes vs. Universal Design.

Since legislative requirements often vary, knowing the ones that apply in your jurisdiction is essential. You should refer to the building codes and barrier-free design standards that are applicable under the relevant legislation, like the Accessibility for Ontarions with Disabilities Act, Americans with Disabilities Act, etc.

Before space planning, it will be essential to understand:

• When accessibility improvements are required
• What improvements are required, and
• How those improvements are to be made

We can help with that.

Barriers to accessibility can be identified in several ways, including:

• Baseline screening accessibility checklists: ideal for quick evaluations of buildings/sites, and to gain a general understanding of accessibility in a large facility asset portfolio.
• Comprehensive accessibility audits: ideal for confirmation of compliance with code or guidelines, and identifying specific areas of improvement.
• The Rick Hansen Foundation Accessibility Certification survey: ideal for promoting and/or comparing levels of meaningful access between various assets, with a focus on universal design.

Choosing the right audit is based on an organization’s needs and should take into consideration whether a high-level or in-depth analysis is needed, the number of assets, and the timelines involved.

Building performance assessments provide data-driven insights that help organizations make informed, proactive asset management decisions. When paired with lifecycle planning, these insights support efforts to extend asset life, reduce operating costs, and allocate capital more effectively. For example, identifying issues like uncontrolled air leakage can reveal hidden inefficiencies that strain HVAC systems and affect occupant comfort. Addressing these deficiencies holistically improves both energy performance and long-term facility outcomes.

Learn how our Facilities Management Consulting services support strategic building and facilities planning.

Improving building performance involves proactively identifying and addressing inefficiencies before they lead to costly failures. By integrating Facility Condition Assessments (FCAs) with our evaluations targeted at high-performance buildings, organizations can develop clear short- and long-term Preventative Maintenance (PM) plans and renewal strategies. This process helps prioritize capital spending, reduce the accumulation of deferred issues, and align upgrades with sustainability goals, ultimately minimizing DCRM backlogs across your asset portfolio.

Explore how our Facility Condition Assessments (FCAs) inform strategic sustainability decisions across your portfolio.

Sustainability policies guide decisions that improve energy efficiency, reduce carbon impact, and enhance indoor environmental quality. By implementing internal policies—such as Green Building Management Plans and supporting BOMA BEST certification—we help embed sustainable decision-making into everyday operations. These policies also enable energy and water assessments that strengthen building performance and align with preventative maintenance strategies. Over time, this policy-driven approach supports environmental, operational, and financial performance across your building portfolio.

Learn how our Green Building Strategies, Policies & Management Plans are tailored to your organization’s needs.