The Clark & Soma Process
Built for existing facilities where controls are already installed, partially documented, and carrying years of operational history. The goal is not to force replacement. It is to understand what exists, stabilize what matters, modernize what creates value, optimize performance, protect the system, and leave the owner with usable documentation.
- 01Controls Health Check
Assess
Understand what is actually installed. A Controls Health Check documents the graphics, alarms, trends, sequences, network, and controllers, and returns prioritized findings and a roadmap you own.
- 02Talk to an engineer
Stabilize
Reduce the risks that matter now: failing sensors, overridden points, and gaps in documentation. Immediate support that steadies the system before any larger modernization.
- 03BAS Modernization
Modernize
Improve how the system looks, operates, communicates, and documents. BAS Modernization carries graphics, database cleanup, point naming, sequence review, alarm and trend cleanup, and legacy migration planning as one coordinated effort.
- 04Energy & Sequence Optimization
Optimize
Tune the system for performance and cost. Energy & Sequence Optimization adjusts sequences, schedules, setpoints, and trends, then documents the savings and any eligible rebates.
- 05Remote Monitoring & Controls PM
Protect
Keep the system healthy after the work is done. Remote Monitoring & Controls PM watches alarms and trends and provides preventive maintenance on defined windows.
- 06Documentation & Owner Handoff
Document
Leave the owner with usable documentation. Point lists, sequence narratives, network diagrams, and closeout records that make the building understandable and maintainable.