Resources
Sample deliverables and practical guides for assessing, modernizing, and documenting controls work.
Need help choosing a resource? Reach out and we can explain which deliverable fits the work.
- 01Existing system
- 02Assess and map
- 03Document and hand off
Sample deliverables
Examples of what each engagement produces.
Examples of what each engagement produces.
Actual template
Controls Drawing Template Set
A nine-sheet blank drawing standard used for SOMA Controls project work: index, legend, reusable drawing frame, points list, sequence of operations, network riser, control schematic, panel layout, and general notes.
PDF download9 sheets- Sample Controls AssessmentAn example of the findings report a Controls Assessment produces, with prioritized issues and a roadmap.AssessmentIllustrative exampleRead online≈5 min
- Sample BAS Modernization RoadmapAn example phased roadmap for modernizing a building automation system without an unnecessary rip and replace.ModernizationIllustrative exampleRead online≈3 min
- Sample Point ListAn example of the clean, consistently named point list a modernization or documentation engagement delivers.NamingIllustrative exampleRead online≈3 min
- Sample Monitoring ReportAn example of the recurring report an Ongoing Controls Support engagement provides.MonitoringIllustrative exampleRead online≈3 min
Plain-language guides
Background reading for owners and operators.
Background reading for owners and operators.