Prepared for

Madison Lobb & Janeine Lee Walnut Creek · Mitchell Campus · Opening 2026

Prepared by

Your trusted partner in facility solutions

A facilities partner built around the way your school day actually runs.

A short walkthrough of the new Mitchell campus, then a written readiness plan within 48 hours. Whatever Summa decides next, the plan is yours to keep.

Brief Campus Care Introduction Walnut Creek walkthrough proposal

From Amy Alfaro Business Relations · UFG

Promise Listen first. Scope second. Built for a school like Summa

02 — A note from Amy Prepared for Summa Academy

Amy Alfaro · UFG

Madison & Janeine —

Thank you for letting me bring this to you.

Madison, I left our call thinking less about cleaning schedules and more about what your team is actually building in Walnut Creek. A third campus. A bigger footprint. Programming that now reaches transition-age learners. And families and districts whose trust is earned, in part, by the way the building feels the moment they walk in.

I wanted Janeine to see this too, because operations leaders carry that kind of opening differently. So before suggesting any kind of scope, I'd rather earn a short walk of the campus and listen to the parts of the day that put pressure on your team.

What follows is how UFG would think about supporting Summa — with the school day, the students, and your staff at the center of every choice.

Warmly,

Amy Alfaro Business Relations United Facilities Group

03 — What we heard about Summa Prepared for Summa Academy

Summa individualizes education. UFG individualizes facilities support.

Your school is built around what each student needs to learn, regulate, communicate, and grow. Our job is to build a campus care plan that lines up with that — the routines, the sensory load, the timing, the dignity, the trust.

What Summa stands for

Highly individualized instruction and intervention.
Small, predictable classrooms with BCBA support.
Speech, language, OT, AAC, and adaptive PE.
Safe, inviting, therapeutic learning spaces.
Trust earned every day with families and districts.

How UFG meets it

Routines mapped to your day, not a generic checklist.
Quiet, low-disruption work around instructional time.
Sensory- and fragrance-aware product choices.
High-touch and restroom care held to a dignity standard.
Documented follow-through, audits, and a single point of contact.

04 — The Walnut Creek moment Prepared for Summa Academy

A bigger campus. A wider age band. A new operational picture.

The Mitchell campus is Summa's third site — and the largest. It also brings transition-age programming online for the first time, which changes the kinds of spaces, routines, and presentation the building has to support.

The footprint

Roughly 43,700 SF on 4.5 acres.

More classrooms, more restrooms, more therapy and program zones, and more visible exterior than your existing two campuses combined.

The age band

K through transition-age (18–22).

Life-skills, vocational, and community-access spaces ask for daily-living routines that didn't exist at Pleasanton or Livermore.

The traffic

Staff, families, districts, every day.

NPS placement decisions are made in this building. The way the campus feels — entry, restrooms, classrooms — is part of how that trust holds.

~43.7k Square feet of campus

3rd Summa site (Walnut Creek)

K–22 Age band the campus serves

One Account lead for the whole campus

05 — Four daily commitments Prepared for Summa Academy

Clean. Calm. Compliant. Consistent.

Four standards we hold every school day, on every shift, on every Summa site we'd be honored to support.

Clean

Held to a dignity standard.

Restrooms, classrooms, therapy spaces, high-touch surfaces, and shared materials zones reset to the standard families and districts notice without naming.

Calm

Quietly handled around the day.

Loud or disruptive work goes to before-school, after-school, or weekend windows. Daytime presence is deliberate, predictable, and student-aware.

Compliant

Documented before we set foot on site.

COI, W-9, worker classification, child-safeguarding training, and chemical/SDS records are filed and current. Compliance is a daily owner, not a binder.

Consistent

The same standard, every day.

One playbook across shifts and — when Summa is ready — across all three Summa campuses. No retraining each time, no surprise drift in service.

06 — The UFG Campus Care Model Prepared for Summa Academy

Five things we protect, every day, on a Summa campus.

Facilities work, on a school like Summa, is care work. Here's what we keep our eyes on so your educators and clinicians don't have to.

1

The learning environment

Classrooms, therapy rooms, restrooms, common areas, high-touch surfaces, and the rhythm of a daily reset.

2

The building itself

HVAC comfort, lighting, plumbing reliability, doors, fixtures, and preventive maintenance that avoids surprises.

3

Your staff's time

One point of contact, work-order intake, vendor coordination, and follow-through your team can actually see.

4

First impressions

Entry, parking, walkways, signage, landscaping, and the tour path families and districts walk before any meeting starts.

5

Long-term value

Sensible product choices, energy and water efficiency, recycling, and a maintenance calendar that protects the building over years.

07 — What we do Prepared for Summa Academy

Nine quiet capabilities, one accountable partner.

Summa wouldn't have to chase five vendors to solve one campus issue. Each capability ladders into a single point of contact and a single set of standards.

a

Janitorial

Daily cleaning, restrooms, floors, trash and recycling, and high-touch routines built around your school day.

b

Day porter support

A trained, friendly daytime presence so a spill, a restroom, or a quick reset never pulls a teacher off task.

c

Facility maintenance

HVAC, lighting, doors, fixtures, classroom wear-and-tear, and triage on what's urgent vs. planned.

d

Plumbing

Restroom uptime, fixtures, drains, and the quick fixes that protect a campus full of students from disruption.

e

Landscaping & grounds

Walkways, entries, beds, and the curb appeal a family or district sees long before they reach the front office.

f

Facilities management

Work-order intake, vendor coordination, weekly walks, and a calendar your team can plan around.

g

Safety & compliance

Documentation, training records, chemical handling, and a named compliance lead on staff full-time.

h

Quality audits

Weekly walks with photo notes, monthly reviews early on, and quarterly business reviews once we stabilize.

i

Sustainability

Sensible green products, water-wise grounds, energy efficiency, and recycling that supports campus operations.

08 — Why Summa can feel good about UFG Prepared for Summa Academy

Twenty-eight years caring for the spaces where trust matters most.

The credentials are documented and current. The reason they matter on a Summa campus is the kind of partner they describe.

I.

Family owned and operated since 1998.

300 staff · NorCal / East Bay · Letty Miranda, President

Summa works directly with the family that built UFG. Accountability stays close: one name at the top, one account lead on site, and one set of standards shaped across twenty-eight years of schools, clinics, and offices.

II.

Certified Minority Business Enterprise.

MBE certified

UFG is a certified MBE. For schools that report on supplier diversity alongside service quality, the credential is fully documented and current. The relationship is held by the work itself.

III.

Dedicated Safety & Training Compliance Manager.

Full-time compliance lead on staff

A named staff member owns protocol, training records, and site-specific requirements. School-safe chemistry, proper equipment, and evolving California compliance have a clear daily owner — not a quarterly afterthought.

IV.

Child-safeguarding training for every employee.

100% of field staff, before any school work

Every UFG employee completes child-safeguarding training before they ever set foot on a school campus. Conduct, interaction protocols, and escalation paths are taught, refreshed, and held to the same standard — every crew, every shift.

Family-owned since 1998 300 staff Certified MBE Local NorCal / East Bay Child-safeguarding trained crews

09 — The walkthrough Prepared for Summa Academy

Thirty minutes on campus. Genuinely useful, either way.

A short walk with whoever owns operations on the Summa side. Outside instructional time. We'll learn the building, listen to the day, and leave you a written readiness summary.

A

Family- and district-visible zones

Arrival, parking, entry, front office, restrooms, classroom thresholds, and the path a tour actually takes.
B

Student-sensitive zones

Therapy rooms, sensory considerations, restrooms used most, feeding areas, and the spaces that shouldn't be disrupted during the day.
C

Operational fit

After-hours access, supply flow, waste handling, vendor logistics, and who your team should call for what.
D

Transition-age program needs

Life-skills, vocational, and community-access spaces — the routines those rooms ask for as the program ramps up.

10 — The first 90 days Prepared for Summa Academy

Start organized. Learn quickly. Stabilize the campus.

We don't need to guess the perfect scope on day one. We start intelligently, measure what happens, and adapt with you.

Days 1–10 · Listen & map

Walk the building, zone by zone.

Confirm priority rooms, restrictions, "do not disrupt" windows, product and chemistry preferences, and the routes for porter and after-hours work.

Day 30 · Launch the baseline

Daily routines go live.

Janitorial, restrooms, trash, high-touch, optional porter coverage, preventive maintenance checklist in motion, and the first weekly audits begin.

Day 60 · Refine

Adjust to actual use.

Tune restroom traffic and odor control, lunch and multipurpose reset, maintenance schedule, exterior, and labor hours against real campus demand.

Day 90 · Optimize

First quarterly business review.

Completed work, response times, recurring issues, seasonal plan, energy and cost-control opportunities, and what scales as Walnut Creek grows.

11 — Three ways to begin Prepared for Summa Academy

Start where the pressure is highest. Scale as Walnut Creek grows.

A framing — not a quote. After the walkthrough, the recommendation arrives priced honestly to the actual scope, with month-to-month or annual contract terms so Summa keeps full control of the relationship.

Option I

Essential Campus Care

A strong daily operating baseline for the new building.

After-hours janitorial across classrooms and common areas.
Restrooms, trash, recycling, floors, and high-touch routines.
Weekly quality audit by a named account manager.
Documented chemicals, SDS, and child-safeguarding records.

Best when: a strong nightly reset is the priority

Option II · Recommended

Whole-Campus Protection

Day and night coverage for a campus this size.

Everything in Essential Campus Care.
Day porter support during the school day.
Preventive maintenance: HVAC, plumbing, lighting, repairs.
Work-order tracking, escalation, and a single point of contact.
Monthly service review during the first 90 days.

Best for: a third campus standing up at 43k SF

Option III

UFG Campus Concierge

Full facilities support and leadership peace of mind.

Everything in Whole-Campus Protection.
Facilities management and outside vendor coordination.
Landscaping, grounds, event setup, and tour readiness.
Sustainability and waste program with reporting.
Quarterly business reviews and seasonal readiness planning.

Best when: Summa wants one accountable partner

12 — Next step Prepared for Summa Academy

Pick whichever window feels easiest.

A 30-minute listening walkthrough at the Mitchell campus, with whoever from Summa wants to be in the room. Outside instructional time. We'll walk the spaces families and districts notice most, share a few practical notes, and leave you a written readiness summary that's yours to keep — either way.

Option A · Before school A weekday morning, pre-arrival ~30 minutes on campus, outside instructional time Option B · After dismissal A weekday afternoon, post-pickup ~30 minutes on campus, outside instructional time

Click a window to start a note, or email amy@ufgworks.net / text 408-380-2287 with "A," "B," or a better day. If a different time works better — or if you'd rather start with a 15-minute call before any visit — I'll happily work around you.

Point of contact Amy Alfaro Business Relations · UFG amy@ufgworks.net 408-380-2287

Executive sponsor Letty Miranda President · UFG lmiranda@ufgworks.com 408-396-4606 Letty reviews every new school account personally.