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Clark & Soma

How We Work

Five steps from first look to owner handoff, built for existing systems, equipment additions, retrofits, and new construction controls.

Five stages of a building-controls project shown through field assessment, planning, system design, commissioning, and owner handoff.
Representative controls workflow concept · From field assessment to owner handoff.
  1. 01

    Discover & Assess

    Review the installed system, operating needs, risks, constraints, and available records. A Controls Assessment documents what exists and returns prioritized findings you own.

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  2. 02

    Plan & Design

    Define scope, priorities, architecture, responsibilities, phasing, and success criteria before work moves downstream, so the building keeps operating throughout.

  3. 03

    Implement

    Modernize, integrate, optimize, or establish the support scope: the project work agreed in the plan, delivered in stages on the controllers that still earn their keep.

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  4. 04

    Commission & Verify

    Test sequences, data, alarms, trends, integrations, graphics, and operator workflows against the intended result, not just against the submittal.

  5. 05

    Train & Hand Off

    Transfer usable records, credentials, operator orientation, findings, and next-step recommendations, so your team runs the system without calling us first.

Optional

Ongoing Support

An optional continuing engagement after handoff: defined remote monitoring, preventive controls maintenance, and response within the windows set by the service agreement.

Ongoing Controls Support
The project standard

Included with project work

Every project carries the same closeout standard. Documentation is maintained throughout delivery, not produced at the end, so what you receive matches what was installed.

Documented
Point lists, sequence narratives, network diagrams, and as-built records kept current as the work happens.
Commissioned
Sequences, alarms, trends, integrations, and graphics tested against the intended result before handoff.
Owner-ready
Owner credentials, system data, and access turned over to you, so the system stays yours.
Open and maintainable
Open protocols and documented integration paths the next contractor can read and maintain.
Operator training
Operator orientation on the screens, alarms, and workflows your team actually uses.
Portal-organized
Closeout records organized in your client portal alongside project status and deliverables.

Closeout records stay accessible through the client portal.

Start anywhere

Not sure which step you're on?

A Controls Assessment documents what exists and returns prioritized findings, so the first step defines itself.

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