Agenda packet — Upland City Council, April 22, 2024 (part 3 of 3)

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
March 31,2024
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date USAlliance FCU CD 90352RCD5 100,000 100,000 93,823 1.44% 01/28/2026 Vibrant CU CD 92559TAL2 248,000 248,000 250,341 5.30% 03/20/2026 WebBank Salt CD 947547NT8 248,000 248,000 240,342 1.03% 12/30/2024 Wells Fargo Bk CD 949764DS0 237,000 237,000 236,825 5.30% 07/24/2024 Western CD 95763PNQ0 237,000 237,000 236,910 5.35% 06/05/2024 Negotiable Certificates of Deposit Subtotal $ 25,886,284 $ 25,871,000 $ 25,434,176 Cash and Equivalents(Money Market Fund)
Cash 1,769 1,769 1,769
First American Govt OB Fund-Y 31846V203 3,098,928 3,098,928 3,098,928 4.91% Money Market Fund Subtotal 3,100,698 3,100,698 3,100,698 Municipal Bond Fund
Klamath Trinity CA 498422JN5 25,100 25,000 24,673 1.21% 08/01/2024 Klamath Trinity CA 498422JJ4 30,150 30,000 29,138 1.57% 08/01/2025 Riverside Cnty CA 76913CBA6 950,120 1,000,000 963,920 2.97% 02/15/2026 San Bernardino CA 796720PA2 300,000 300,000 284,604 0.88% 08/01/2025 San Bernardino CA 796720PB0 250,000 250,000 230,968 1.19% 08/01/2026 Municipal Bond Fund Subtotal 1,555,370 1,605,000 1,533,303 Government Securities
Federal Farm Credit Bks DEB 3133EMBK7 1,500,000 1,500,000 1,435,425 0.47% 04/07/2025 Federal Farm Credit Bks DEB 3133EMER9 1,500,000 1,500,000 1,442,865 0.49% 01/27/2025 Federal Farm Credit Bks DEB 3133EMTQ5 1,100,000 1,100,000 1,055,087 0.73% 03/17/2025 Federal Farm Credit Bks DEB 3133ENAF7 1,235,150 1,250,000 1,144,038 1.09% 10/07/2026 Federal Farm Credit Bks DEB 3133ENHW3 1,250,000 1,250,000 1,193,488 1.23% 06/23/2025 Federal Farm Credit Bks DEB 3133EPN50 998,000 1,000,000 998,640 4.28% 12/15/2028 Federal Farm Credit Bks DEB 3133EPPRO 750,803 750,000 748,875 4.64% 04/10/2026 Federal Home Ln Bks DEB 3130AL6L3 1,000,000 1,000,000 927,210 0.54% 02/26/2026 Federal Home Ln Bks DEB 3130AKLH7 1,500,000 1,500,000 1,405,650 0.53% 12/30/2025 Federal Home Ln Bks DEB 3130AKWK8 2,000,000 2,000,000 1,846,020 0.55% 02/12/2026 Federal Home Ln Bks DEB 3130AL6A7 1,000,000 1,000,000 928,730 0.65% 02/26/2026 Federal Home Ln Bks DEB 3130AMZPO 1,500,000 1,500,000 1,440,390 0.68% 02/28/2025 Federal Home Ln Bks DEB 3130AKQX7 2,000,000 2,000,000 1,857,060 0.75% 01/28/2026 Federal Home Ln Bks DEB 3130ALN34 1,100,000 1,100,000 1,053,382 0.73% 03/24/2025 Federal Home Ln Bks DEB 3130ALZ80 1,300,000 1,300,000 1,234,844 0.79% 04/29/2026 Federal Home Ln Bks DEB 3130ALPJ7 1,000,000 1,000,000 951,250 0.86% 06/30/2025 Federal Home Ln Bks DEB 3130AQD42 500,000 500,000 494,835 0.93% 06/28/2024 Federal Home Ln Bks DEB 3130AMBD3 1,500,000 1,500,000 1,407,270 1.07% 05/12/2026 Federal Home Ln Bks DEB 3130AMET5 2,000,000 2,000,000 1,888,480 1.06% 05/27/2026 Federal Home Ln Bks DEB 3130AQD59 1,250,000 1,250,000 1,223,225 1.02% 09/30/2024 Federal Home Ln Bks DEB 3130APV51 2,000,000 2,000,000 1,892,440 1.06% 11/24/2026 Federal Home Ln Bks DEB 3130AN3R9 1,500,000 1,500,000 1,381,680 1.23% 07/20/2026 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
March 31,2024
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date Federal Home Ln Bks DEB 3130AQ5D1 1,500,000 1,500,000 1,410,405 1.28% 12/22/2025 Federal Home Ln Bks DEB 3130APJ55 1,600,000 1,600,000 1,468,592 1.37% 10/26/2026 Federal Home Ln Bks DEB 3130APU37 1,500,000 1,500,000 1,378,170 1.42% 11/24/2026 Federal Home Ln Bks DEB 3130ARCL3 1,000,000 1,000,000 942,510 2.66% 03/30/2027 Federal Home Ln Bks DEB 3130ARKL4 591,600 600,000 591,684 3.31% 04/21/2027 Federal Home Ln Bks DEB 3130AWBZ2 998,300 1,000,000 990,130 4.18% 06/11/2027 Federal Home Ln Bks DEB 3130AWTR1 1,991,760 2,000,000 2,008,320 4.38% 09/08/2028 Federal Home Ln Bks DEB 3130AUS88 1,500,000 1,500,000 1,493,595 5.03% 02/16/2028 Federal Home Ln Bks DEB 3130AUS54 1,500,000 1,500,000 1,495,890 5.02% 02/17/2026 Federal Home Ln Bks DEB 3130AUS70 1,500,000 1,500,000 1,490,925 5.03% 08/15/2025 Federal Home Ln Bks DEB 3130AUX33 599,100 600,000 599,172 5.48% 02/22/2028 Federal Home Ln Corp MTN 3134GWZG4 2,000,000 2,000,000 1,871,080 0.64% 10/20/2025 Federal Home Ln Corp MTN 3134GWUX2 1,500,000 1,500,000 1,463,805 0.38% 09/30/2024 Federal Home Ln Corp MTN 3134GWJ64 1,500,000 1,500,000 1,486,095 0.40% 06/10/2024 Federal Home Ln Corp MTN 3134GWWT9 1,500,000 1,500,000 1,406,520 0.59% 09/30/2025 Federal Home Ln Corp MTN 3134GXAP9 1,500,000 1,500,000 1,400,670 0.64% 11/12/2025 Federal Home Ln Corp MTN 3134GXBM5 1,500,000 1,500,000 1,400,430 0.64% 11/12/2025 Federal Home Ln Corp MTN 3134GWH82 1,500,000 1,500,000 1,410,525 0.67% 09/08/2025 Federal Home Ln Corp MTN 3134GW4C7 1,379,420 1,400,000 1,273,412 0.88% 10/27/2026 Federal Home Ln Corp MTN 3134GXSB1 1,000,000 1,000,000 998,000 3.01% 05/17/2027 Fed Natl Mortgage Assoc 3136G4A45 1,500,000 1,500,000 1,421,130 0.75% 07/22/2025 Fed Nati Mortgage Assoc MTN 3134GYJC7 1,250,000 1,250,000 1,248,913 5.40% 02/24/2026 Fed Natl Mortgage Assoc#AN1614 3138LDYL1 1,896,875 2,000,000 1,896,100 2.61% 06/01/2026 Tennessee Valley Authority DEB 880591CJ9 781,658 750,000 771,938 6.56% 11/01/2025 Government Securities Subtotal 62,572,665 62,700,000 59,868,893 US Treasury
US Treasury Note 0.375% 91282CBC4 1,476,450 1,500,000 1,391,250 0.40% 12/31/2025 US Treasury Note 0.625% 912828ZE3 220,875 250,000 223,663 0.70% 03/31/2027 US Treasury Note 2.625% 9128286B1 928,900 1,000,000 928,950 2.85% 02/15/2029 US Treasury Note 3.750% 91282CJR3 978,600 1,000,000 978,670 3.86% 12/31/2028 US Treasury Note 4.000% 91282CJW2 989,100 1,000,000 989,690 4.07% 01/31/2029 US Treasury Subtotal 4,593,925 4,750,000 4,512,223
Total Portfolio $ 97,708,941 $ 98,026,698 $ 94,449,292 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
March 31,2024
No.of
days until Days to maturity Total by
March 31,2024 Market Value Availability maturity Weight weighted average maturity Petty Cash 34,100 3/31/2024 0 0.0% -
Checking Account 4,657,946 4/1/2024 1 3.4% 0.03 Successor Agency 330,973 4/1/2024 1 0.2% - Total Bank Accounts 5,023,019 5,023,019 State Local Agency Investment Fund 8,165,694 4/1/2024 1 5.9% 0.06 8,165,694 California Asset Management Plan 31,366,454 3/31/2024 0 22.6% - 31,366,454 Cash 1,769 3/31/2024 0 0.0% -
First American Govt OB Fund-Y 3,098,928 4/1/2024 1 2.2% 0.02 Money Market Accounts 3,100,698 3,100,698
American First CU CD 247,898 4/26/2024 26 0.2% 0.05 Celtic Bank CD 249,853 4/2/2024 2 0.2% 0.00 UBS Bank USA CD 249,883 4/3/2024 3 0.2% 0.01 Negotiable Certificates of Deposit 747,633 747,633 48,403,498 1-30 days
Evergreen Bank Group CD 247,910 5/28/2024 58 0.2% 0.10 Morgan Stanley Private Bank CD 249,350 5/2/2024 32 0.2% 0.06 Negotiable Certificates of Deposit 497,260 497,260 497,260 31-60 days
Federal Home Ln Bks DEB 494,835 6/28/2024 89 0.4% 0.32 Federal Home Ln Corp MTN 1,486,095 6/10/2024 71 1.1% 0.76 Government Securities 1,980,930 1,980,930 Blupeak CU CD 150,054 7/25/2024 116 0.1% 0.13 CIBC Bank USA CD 236,848 6/13/2024 74 0.2% 0.13 Jovia Financial FCU CD 247,795 6/7/2024 68 0.2% 0.12 Mountain Pac Bk CD 236,758 7/19/2024 110 0.2% 0.19 Wells Fargo Bk CD 236,825 7/24/2024 115 0.2% 0.20 Western CD 236,910 6/5/2024 66 0.2% 0.11 Negotiable Certificates of Deposit 1,345,190 1,345,190 3,326,120 61-120 days
Bank Hope CD 242,803 8/12/2024 134 0.2% 0.23 First Farmers Bank&Trust CD 231,388 9/4/2024 157 0.2% 0.26 Negotiable Certificates of Deposit 474,191 474,191 Klamath Trinity CA 24,673 8/1/2024 123 0.0% 0.02 Municipal Bonds 24,673
474,191 121-180 days
Federal Farm Credit Bks DEB 1,442,865 1/27/2025 302 1.0% 3.13 Federal Farm Credit Bks DEB 1,055,087 3/17/2025 351 0.8% 2.66 Federal Home Ln Bks DEB 1,440,390 2/28/2025 334 1.0% 3.46 Federal Home Ln Bks DEB 1,053,382 3/24/2025 358 0.8% 2.71 Federal Home Ln Bks DEB 1,223,225 9/30/2024 183 0.9% 1.61 Federal Home Ln Corp MTN 1,463,805 9/30/2024 183 1.1% 1.93 Government Securities 7,678,754 7,678,754 Arsenal CU CD 247,856 1/25/2025 300 0.2% 0.53 The Bank of the Valley CD 243,850 9/30/2024 183 0.2% 0.32 Enerbank USA CD 243,170 1/29/2025 304 0.2% 0.53 Fifth Third Bank CD 236,125 10/17/2024 200 0.2% 0.34 General Electric CU CD 249,650 2/14/2025 320 0.2% 0.57 Industrial Commercial Bank China CD 238,763 3/31/2025 365 0.2% 0.63 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
March 31,2024
No.of
days until Days to maturity Total by
March 31,2024 Market Value Availability maturity Weight weighted average maturity InFirst FCU CD 243,490 11/27/2024 241 0.2% 0.42 Insight CU CD 249,930 2/27/2025 333 0.2% 0.60 Keypoint CU CD 248,250 12/27/2024 271 0.2% 0.48 Magnolia Bank Inc CD 242,088 11/25/2024 239 0.2% 0.42 Manufacturers Traders Trust Co CD 243,458 12/9/2024 253 0.2% 0.44 Medallion Bank CD 240,785 3/27/2025 361 0.2% 0.63 Merrick Bank CD 243,003 1/31/2025 306 0.2% 0.53 Pacific Western Bank CD 242,913 11/12/2024 226 0.2% 0.39 Pentagon FCU CD 244,858 9/30/2024 183 0.2% 0.32 Poppy Bank CD 220,314 3/18/2025 352 0.2% 0.56 Spokane Teachers CD 249,004 1/28/2025 303 0.2% 0.54 State Bank of India CD 244,828 11/27/2024 241 0.2% 0.42 WebBank Salt CD 240,342 12/30/2024 274 0.2% 0.47 Negotiable Certificates of Deposit 4,612,675 4,612,675 12,291,429 181-1 year
Federal Farm Credit Bks DEB 1,435,425 4/7/2025 372 1.0% 3.84 Federal Farm Credit Bks DEB 1,193,488 6/23/2025 449 0.9% 3.86 Federal Home Ln Bks DEB 927,210 2/26/2026 697 0.7% 4.65 Federal Home Ln Bks DEB 1,405,650 12/30/2025 639 1.0% 6.46 Federal Home Ln Bks DEB 1,846,020 2/12/2026 683 1.3% 9.07 Federal Home Ln Bks DEB 928,730 2/26/2026 697 0.7% 4.66 Federal Home Ln Bks DEB 1,857,060 1/28/2026 668 1.3% 8.92 Federal Home Ln Bks DEB 951,250 6/30/2025 456 0.7% 3.12 Federal Home Ln Bks DEB 1,410,405 12/22/2025 631 1.0% 6.40 Federal Home Ln Bks DEB 1,495,890 2/17/2026 688 1.1% 7.40 Federal Home Ln Bks DEB 1,490,925 8/15/2025 502 1.1% 5.38 Federal Home Ln Corp MTN 1,871,080 10/20/2025 568 1.3% 7.65 Federal Home Ln Corp MTN 1,406,520 9/30/2025 548 1.0% 5.54 Federal Home Ln Corp MTN 1,400,670 11/12/2025 591 1.0% 5.96 Federal Home Ln Corp MTN 1,400,430 11/12/2025 591 1.0% 5.95 Federal Home Ln Corp MTN 1,410,525 9/8/2025 526 1.0% 5.34 Fed Nat Mortgage Assoc 1,421,130 7/22/2025 478 1.0% 4.89 Fed Nat Mortgage Assoc MTN 1,248,913 2/24/2026 695 0.9% 6.24 Tennessee Valley Authority DEB 771,938 11/1/2025 580 0.6% 3.22 Government Securities 25,873,258 25,873,258 1st Security Bank of Washington CD 237,805 4/16/2025 381 0.2% 0.65 A+FCU CD 249,248 2/17/2026 688 0.2% 1.23 Alabama CU CD 250,578 12/22/2025 631 0.2% 1.14 Ally Bank Utah 248,843 12/22/2025 631 0.2% 1.13 BMW Bank North America CD 234,025 9/25/2025 543 0.2% 0.91 Burke Herbert Finanical Services CD 248,440 2/13/2026 684 0.2% 1.22 California CD 252,653 10/27/2025 575 0.2% 1.05 Chartway FCU CD 248,548 12/16/2025 625 0.2% 1.12 City National Bank CD 247,745 1/12/2026 652 0.2% 1.16 Communitywide FCU CD 249,148 1/6/2026 646 0.2% 1.16 Connex CU CD 252,563 3/18/2026 717 0.2% 1.30 Connexus CU CD 250,378 6/23/2025 449 0.2% 0.81 Federal Home Ln MTG 1,247,875 1/27/2026 667 0.9% 5.99 First Carolina Bank CD 231,688 12/23/2025 632 0.2% 1.05 Freedom Bk of Virginal CD 249,578 2/17/2026 688 0.2% 1.24 Greenstate CU CD 234,015 11/24/2025 603 0.2% 1.02 Ideal CU CD 123,324 8/29/2025 516 0.1% 0.46 JPMorgan Chase Bank CD 232,953 11/10/2025 589 0.2% 0.99 Liberty FED CD 248,161 6/9/2025 435 0.2% 0.78 Live Oak Banking Company CD 234,380 9/16/2025 534 0.2% 0.90 Meritrust FCU MTN CD 220,001 6/30/2025 456 0.2% 0.72 New York Community Bank CD 236,330 7/1/2025 457 0.2% 0.78 Partners Bank of California CD 240,030 4/2/2025 367 0.2% 0.63 Popular Bank CD 246,665 1/8/2026 648 0.2% 1.15 Southeast Bank CD 236,558 6/17/2025 443 0.2% 0.75 Souther States Bank CD 247,429 4/14/2025 379 0.2% 0.67 Tandem Bank CD 237,120 6/23/2025 449 0.2% 0.77 Technology CU CD 247,980 7/21/2025 477 0.2% 0.85 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
March 31,2024
No.of
days until Days to maturity Total by
March 31,2024 Market Value Availability maturity Weight weighted average maturity Third Federal Savings&Loan CD 238,228 5/23/2025 418 0.2% 0.72 Union Bank CD 230,015 3/19/2026 718 0.2% 1.19 USAlliance FCU CD 93,823 1/28/2026 668 0.1% 0.45 Vibrant CU CD 250,341 3/20/2026 719 0.2% 1.29 Negotiable Certificates of Deposit 8,496,461 8,496,461 US Treasury Note 0.375% 1,391,250 12/31/2025 640 1.0% 6.41 US Treasury 1,391,250 1,391,250
Klamath Trinity CA 29,138 8/1/2025 488 0.0% 0.10 Riverside Cnty CA 963,920 2/15/2026 686 0.7% 4.76 San Bernardino CA 284,604 8/1/2025 488 0.2% 1.00 Municipal Bonds 1,277,662 1,277,662
37,038,631 1-2 years
Federal Farm Credit Bks DEB 1,144,038 10/7/2026 920 0.8% 7.57 Federal Farm Credit Bks DEB 748,875 4/10/2026 740 0.5% 3.99 Federal Home Ln Bks DEB 1,234,844 4/29/2026 759 0.9% 6.74 Federal Home Ln Bks DEB 1,407,270 5/12/2026 772 .1.0% 7.82 Federal Home Ln Bks DEB 1,888,480 5/27/2026 787 1.4% 10.69 Federal Home Ln Bks DEB 1,892,440 11/24/2026 968 1.4% 13.18 Federal Home Ln Bks DEB 1,381,680 7/20/2026 841 1.0% 8.36 Federal Home Ln Bks DEB 1,468,592 10/26/2026 939 1.1% 9.92 Federal Home Ln Bks DEB 1,378,170 11/24/2026 968 1.0% 9.60 Federal Home Ln Bks DEB 942,510 3/30/2027 1094 0.7% 7.42 Federal Home Ln Corp MTN 1,273,412 10/27/2026 940 0.9% 8.61 Fed Natl Mortgage Assoc#AN1614 1,896,100 6/1/2026 792 1.4% 10.80 Government Securities 16,656,411 16,656,411 1st Source Bank CD 249,545 1/19/2027 1024 0.2% 1.84 American Equity Bank CD 228,918 5/27/2026 787 0.2% 1.30 BankUnited NA CD 227,984 12/8/2026 982 0.2% 1.61 Baxter CU CD 248,903 1/25/2027 1030 0.2% 1.84 Capital One NA CD 228,378 12/8/2026 982 0.2% 1.61 Clearpath FCU CD 250,020 4/27/2026 757 0.2% 1.36 Continental Bank CD 226,568 8/24/2026 876 0.2% 1.43 Dort FCU CD 250,835 6/22/2026 813 0.2% 1.47 Empower FCU CD 254,388 10/23/2026 936 0.2% 1.71 FirstBank of Nebraska CD 224,529 8/27/2026 879 0.2% 1.42 Gesa CU CD 252,628 7/31/2026 852 0.2% 1.55 Global FCU CD 249,039 6/16/2026 807 0.2% 1.45 Malaga Bank CD 226,078 11/19/2026 963 0.2% 1.57 Milestone Bk CD 242,419 12/15/2026 989 0.2% 1.72 NBC Bancorp Inc CD 248,618 9/14/2026 897 0.2% 1.60 People's Bank CD 245,903 1/12/2027 1017 0.2% 1.80 Red Crown Fed CD 203,198 10/13/2026 926 0.1% 1.35 Solarity CU CD 249,332 6/23/2026 814 0.2% 1.46 Texas Exchange Bank CD 227,143 11/13/2026 957 0.2% 1.56 Toyota Financial Savings Bank CD 227,230 7/29/2026 850 0.2% 1.39 Negotiable Certificates of Deposit 4,761,652 4,761,652 US Treasury Note 0.625% 223,663 3/31/2027 1095 0.2% 1.76 US Treasury 223,663 223,663
San Bernardino CA 230,968 8/1/2026 853 0.2% 1.42 Municipal Bonds 230,968 230,968
21,872,692 2-3 years
Federal Home Ln Bks DEB 591,684 4/21/2027 1116 0.4% 4.75 Federal Home Ln Bks DEB 990,130 6/11/2027 1167 0.7% 8.31 Federal Home Ln Bks DEB 1,493,595 2/16/2028 1417 1.1% 15.23 Federal Home Ln Bks DEB 599,172 2/22/2028 1423 0.4% 6.13 Federal Home Ln Corp MTN 998,000 5/17/2027 1142 0.7% 8.20 Government Securities 4,672,581 4,672,581 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority CA Government Code Section 53607
For Period Ended
March 31,2024
Issue Par Market Maturity
Investment Name CUSIP ID Date Cost Value Value Date Sales&Maturities
Bank Hapoalim CD 06251AW48 3/25/2019 246,233.00 235,000.00 234,579.35 3/25/2024 Federal Home Ln Bks DEB 3130AQD34 12/28/2021 500,000.00 500,000.00 498,320.00 3/28/2024 Federal Home Ln Bks DEB 3130ARFD8 3/22/2022 754,653.90 770,000.00 768,644.80 3/22/2024 Sales&Maturities Subtotal 1,500,886.90 1,505,000.00 1,501,544.15 Purchases
Fed Natl Mortgage Assoc#AN1f 3138LDYL1 6/1/2016 1,896,875.00 2,000,000.00 1,896,100.00 6/1/2026 US Treasury Note 2.625% 9128286B1 2/15/2019 928,900.00 1,000,000.00 928,950.00 2/15/2029 US Treasury Note 3.750% 91282CJR3 12/31/2023 978,600.00 1,000,000.00 978,670.00 12/31/2028 US Treasury Note 4.000% 91282CJW2 1/31/2024 989,100.00 1,000,000.00 989,690.00 1/31/2029 Purchases Subtotal 4,793,475.00 5,000,000.00 4,793,410.00 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Maturities in Thousands of Dollars
For Period Ended
March 31,2024
61 days 121 days 1 year 2 years 3 years
1 day to 30 31 day to 1 to 120 . to 180 181 days to to 2 to 3 to 4 4 years to 5 Investment Portfolio days 60 days days days 1 year years years years years State Local Agency Investment Fund 8,166 - - - - - - - - California Asset Management Plan I 31,366 - - - - - - - - Bank Accounts and Change Funds 5,023 - - - - - - - - Negotiable Certificates of Deposit 748 497 1,345 474 4,613 8,496 4,762 2,727 1,772 Government Securities - - 1,981 - 7,679 25,873 16,656 4,673 3,007 Money Market Fund 3,101 - - - - - - - - Municipal Bonds - - - 25 - 1,278 231 - - US Treasury - - - - - 1,391 224 - 2,897 Total Cash and Investments 48,403 497 3,326 499 12,291 37,039 21,873 7,399 7,677 Percentage 34.8% 0.4% 2.4% 0.4% 8.8% 26.6% 15.7% 5.3% 5.5%

INVESTMENTS BY MATURITY
1 day to 30
days 34.8%
4 years to 5 -\
years 5.5%
3 years
t3o/4 years 1_____ 31 day to 60 days
° 0.4%
104411
61 days to 120
days 2.4%
2 years to 3
years 15.7% 121 days to 180
days 0.4%
181 days to 1 year

8.8%
1 year to 2
years 26.6%
Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Bank Accounts and Change Funds
For Period Ended
March 31, 2024
Account Insured Collateralized Total
Name Institution Deposits Deposits Deposits Petty Cash
City of Upland City of Upland $ - $ 34,100 $ 34,100 City of Upland
Payroll Zero Balance Account Chase - - -
City of Upland
Checking Account Chase 250,000 4,407,946 4,657,946 City of Upland
Successor Agency Chase 250,000 80,973 330,973 Totals $ 500,000 $ 4,523,019 $ 5,023,019
Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
For 12 Month Period Ended
March 31, 2024
Month Yield
April-2023 2.87%
May-2023 2.99%
June-2023 3.17%
July-2023 3.31%
August-2023 3.43%
September-2023 3.53%
October-2023 3.67%
November-2023 3.84%
December-2023 3.93%
January-2024 4.01%
February-2024 4.12%
March-2024 4.23%
Average Yield On Investment Portfolio

4.50%

4.00%

3.50%

3.00%

2.50%

2.00%

1.50%

1.00%

0.50%

0.00%
�' ��i 1 y'� �ii L" L"i Lei LA ti0. LD LO 0 10 0 0 LO LO 19' 0 LO 0 0 QoJS� oe� o,oe, peg ,pet JacJ JatJ atr � e� oe'` �O,e� oe`eF �a� Fe��
Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency- Public Financing Authority Investment Summary
March 31,2024
April-2023 May-2023 June-2023 July-2023 August-2023 September-2023 October-2023 November-2023 December-2023 January-2024 February-2024 March-2024 Investment Portfolio
State Local Agency Investment Fund(LAIF) 3,521,938 3,519,024 4,983,829 5,023,403 5,063,212 3,065,740 1,115,944 1,118,938 6,112,217 6,140,634 10,179,928 8,165,694 California Asset Management Plan(CAMP) 14,332,982 22,397,065 25,098,674 30,230,929 30,372,628 30,511,128 30,655,126 30,795,733 30,940,951 31,086,004 31,221,545 31,366,454 Negotiable Certificates of Deposit 17,976,077 17,397,614 19,841,577 22,273,062 22,275,160 23.734,007 24,947,630 25,067,720 24,049,279 26,489,593 25,738,967 25,434,176 Money Market Fund 1,800,250 6,476,120 3,094,006 544,366 3,331,015 1,416,006 373,395 1,534,652 1,160,163 292,728 1,264,033 3,100,698 Municipal Bonds 1,548,798 1,538,807 1,532,380 1,535,585 1,497,757 1,494,993 1,497,169 1,510,198 1,524,299 1,534,972 1,529,703 1,533,303 Government Agency Securities 58,523,682 58,156,119 58,931,606 59,305,626 57,908,782 58,260,760 58,443,604 58,080,656 60,417,271 59,328,194 59,106,065 59,868,893 Corporate Bonds - - - - - - US Treasury 1,372,680 2,350,895 2,561,858 2,569,213 1,577,943 1,573,238 1,576,070 1,595,435 1,614,818 1,619,928 1,610,845 4,512,223 Total Investments $ 99,076,407 $ 111,835,644 $ 116,043,930 $ 121,482,183 $ 122,026,498 $ 120,055,871 $ 118,608,939 $ 119,703,332 $ 125,818,907 $ 126,492,053 $ 130,651,085 $ 133,981,439 Weighted Average Days to Maturity 631.55 526.34 508.51 532.00 529.41 563.07 559.72 559.72 506.90 491.11 459.24 483.70 Blended Yield: 2.21% 2.52% 2.42% 2.58% 2.93% 3.01% 3.02% 3.02% 3.08% 3.05% 2.94% 3.14% Cash
Bank Accounts and Change of Funds 13,639,754 15,519,957 10,573,164 7,875,465 3,307,087 4,661,508 4,719,830 7,043,740 7,158,488 8,280,241 7,286 941 5,023,019 Total Cash $ 13,639,754 $ 15,519,957 $ 19,573,164 $ 7,875,465 $ 3,307,087 $ 4,661,508 $ 4,719,830 $ 7,043,740 $ 7,158,488 $ 8,260,241 $ 7,286,941 $ 5,023,019 Total Cash and Investments $ 112,716,161 $ 127,355,601 $ 135,617,094 $ 129.607,649 $ 125,333,584 $ 124,717,379 $ 123,328.768 $ 126,747,072 $ 132,977,485 $ 134.772,294 $ 137,938,026 $ 139,004,459 PARS Investment Portfolio
115 Trust-OPEB Investment 1,737,104 1,720,017 1,780,155 1,818,663 1,783,295 1,717,318 1,722,469 1,722,469 1,872,738 1,877,569 1,898,632 1,936,964 115 Trust-Pension Investment 2,690,221 2,663,234 3,876,869 4,566,993 4,509,472 4,370,416 4,432,144 4,432,144 4,729,333 4,746,692 4,775,020 4,855,290 Total Restricted Funds Held in Trust $ 4,427,325 $ 4,383,251 $ 5,657,024 $ 6,385,657 $ 6,292,767 $ 6,087,734 $ 6,154,613 $ 6,154,613 $ 6,602,071 $ 6,624,260 $ 6,673,652 $ 6,792,254 Benchmarks:

LAIF 2.87% 2.99% 3.17% 3.31% 3.43% 3.53% 3.67% 3.67% 3.93% 4.01% 4.12% 4.23% CAMP 5.01% 5.20% 5.27% 5.43% 5.54% 5.55% 5.56% 5.50% 5.55% 5.54% 5.50% 5.50% 2yr U.S.Treasury 4.04% 4.40% 4.87% 4.88% 4.85% 5.03% 4.95% 4.73% 4.23% 4.27% 4.64% 4.59% 5yr U.S.Treasury 3.51% 3.74% 4.13% 4.18% 4.23% 4.60% 4.67% 4.31% 3.84% 3.91% 4.26% 4.21% Restricted Funds with Fiscal Agent
Wtr Sys Lease Rev Ref Bonds 2011
Wtr Revenue Bonds 2022 15,500,784 15,500,848 15,500,914 15,500,977 15,501,043 16,509,197 15,501,173 15,501,239 15,501,303 15,501,369 15,501,435 15,636,280 Wtr Sys Lease Rev Ref Bonds 2021 0 0 0 0 0 73,960 25 25 25 25 25 48,773 Successor Agency TAN 2013/TAN 2016-Me 2,256,143 2,256,143 2,256,162 2,256,172 2,892,444 10 10 10 10 10 223,344 0 Colonies CFD Area#1 2012 - - - _ - - - - - - - - Colonies CFD Area#1 2022 908,791 1,640,511 1,640,517 1,640,523 1,640,530 585,586 585,588 585,591 585,593 585,595 1,311,297 1.122,204 Colonies CFD Area#2 2015 2,006,605 2,615,766 2,615,776 2,615,787 2,615,798 1,526,950 1,526,956 1,526,958 1,526,969 1,526,975 2,236,488 2,010,387 Upland 54CFD 2004 197,827 261,002 261,003 261,004 261,005 166,186 166,187 166,188 166,188 166,188 231,819 203,448 Sycamore Hills CFD 2015-1 852,155 1,076,844 1,076,848 1,076,852 1,102,057 737,752 737,756 737,759 737,762 737,762 1,006,794 824,056 Harvest at Upland CFD 2016-1 Area#1 714,159 890,929 893,973 897,321 904,297 571,804 574,056 576,398 578,670 581,045 912,960 743,629 Harvest at Upland CFD 2016-1 Area#2 2,426,606 2,695,079 2,695,089 2,695,100 2,695,112 2,289,308 2,289,318 2,289,328 2,289,337 2,289,347 2,583,777 2,435,366 4,010,977 3,998,701 4,013,696 4,029,216 3,992,422 4,007,837 4,023,801 4,039,244 4,055,265 4,145,681 4,062,915 Sycamore Hills CFD 2015-1-2 4,262,553 4,544,921 4,544,939 1.104,332 1,124,072 765,827 765,830 765,833 765,836 765,840 1,049,013 848,106 Total Restricted Funds $ 29,125,623 $ 35,493,019 $ 35,483,921 $ 32,061,765 $ 32,765,574 $ 27,219,003 $ 26,154,735 $ 26,173,129 $ 26,190,936 $ 26.209,421 $ 29,202,632 $ 27,935,164 Prepared by Darren Chan

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TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority

QUARTERLY COMPARISON OF CITY INVESTMENT

MARKET VALUE ANALYSIS
December-2023 March-2024 Variance
Investment Portfolio
State Local Agency Investment Fund (LAIF) 6,112,217 8,165,694 2,053,477 California Asset Management Plan 30,940,951 31,366,454 425,503 Negotiable Certificates of Deposit 24,049,279 25,434,176 1,384,897 Money Market Fund 1,160,163 3,100,698 1,940,535 Municipal Bonds 1,524,299 1,533,303 9,004 Government Agency Securities 60,417,271 59,868,893 (548,378) Corporate Bonds - - -
US Treasury 1,614,818 4,512,223 2,897,405 Total Investments 125,818,997 133,981,439 8,162,443 Weighted Average Days to Maturity 506.90 483.70 (23.20) Blended Yield: 3.08% 3.14% 0.06% Cash
Bank Accounts and Change of Funds 7,158,488 5,023,019 (2,135,469) Total Cash 7,158,488 5,023,019 (2,135,469) Total Cash and Investments 132,977,485 139,004,459 6,026,974 PARS Investment Portfolio
115 Trust-OPEB Investment 1,872,738 1,936,964 64,226 115 Trust-Pension Investment 4,729,333 4,855,290 125,957 Total Restricted Funds Held in Trust 6,602,071 6,792,254 190,182 Prepared by Darren Chan

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�� pl"� CITY
UPLAND
„.;
"The City of Gracious Living"
C�tIFOB�Sc_Sta(f(krc4t
DATE: April 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:ROBERT D.DALQUEST,DEVELOPMENT SERVICES DIRECTOR

DIANE COTTO,HOUSING MANAGER

LIZZET AVALOS,HOUSING COORDINATOR
SUBJECT: COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM YEAR 2024-25 ANNUAL

ACTION PLAN
RECOMMENDED ACTION:

It is recommended that the City Council adopt a Resolution approving the City of Upland Program(PY) 2024-25 Annual Action Plan(AAP)and authorize the City Manager,or his designee,to execute all necessary related documents to implement the PY 2024-25 AAP.

GOAL STATEMENT
The proposed action supports the City's goal of providing adequate housing, a sustainable living environment, and expanded economic opportunities principally for low-income-and moderate-income persons.

BACKGROUND
As an entitlement community under the U.S. Department of Housing and Urban Development's(HUD)Community Development Block Grant(CDBG),the City receives an annual allocation of CDBG funds. For PY 2024-25,the City of Upland will receive an estimated$623,645 in CDBG funding from HUD for PY 2024-25 and will use$406.67 of unallocated CDBG funds from previous years to support the activities listed in the Draft PY 2024-25 Annual Action Plan.

Consolidated Plan
Consistent with applicable Community Development Block Grant (CDBG) regulations, HUD requires grantees to prepare a Consolidated Plan(CP)every five years. The CP establishes a strategic vision for housing,community,and economic development actions. The City Council adopted Upland's current CP on May 11,2020.

Annual Action Plan
HUD also requires the submission of an Annual Action Plan(AAP)each fiscal year. The AAP identifies the CDBG activities the City will support in the coming program year(CP)that will address the goals and objectives noted in the City's 5-year CP. The approved Annual Action Plan is due to be submitted to HUD by May 15,2024.

ISSUES AND ANALYSIS
CDBG Application Process
The City utilizes a formal procurement process for soliciting applications for CDBG funding referred to as a Notice of Funding Availability(NOFA). The CDBG NOFA announces the availability of PY 2024-25 CDBG funding and encourages the participation in the City's procurement process to all interested parties. The CDBG NOFA notice was published in English and Spanish in a newspaper of general circulation on November 7 and November 13,2023,and posted on the city website. Applications were due on December 18,2023.

A total of 14 applications were received. Staff reviewed each application for their ability to meet a national objective and comply with applicable federal rules and regulations before forwarding the applications to the City Council Advisory Committee(CCAC)for their review and consideration.

City Council Advisory Committee
The CCAC is a 5-person committee appointed by Upland City Council and responsible for reviewing and analyzing CDBG applications and presenting CDBG funding recommendations to City Council. Two public hearing meetings were conducted on February 7, 2024, and March 6, 2024, to which applications were considered that best met the

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City's Consolidated Plan goals and objectives and recommendations for PY 2024-25 CDBG funding. The funding recommendations are incorporated in the PY 2024-25 AAP for City Council's consideration and approval at the April 22,2024 City Council Meeting.

Citizen Participation
The City of Upland encourages citizens participation in the development of its HUD planning documents. The Draft AAP was available for public review and comment from March 21,2024,through April 22,2024. Copies of the draft document were available at the Development Services Department-Housing Division Office,Upland Public Library, Upland City Hall,and the city website, https://www.uplandca.gov/cdbg . The Public Hearing scheduled for April 22, 2024,provides another opportunity for public input. All comments received during the process (at public meetings and/or in writing) with respect to a particular draft document will be incorporated into the final document, as applicable,prior to submission to HUD.

ENVIRONMENTAL DETERMINATION
In accordance with Section 15378 of the California Environmental Quality Act(CEQA)and Section 24 CFR 58.3(a) of the National Environmental Policy Act (NEPA), the development of the Annual Action Plan is exempt and therefore,not subject to their provisions.

HUD requires that the environmental impact of all activities set forth in the Annual Action Plan be assessed prior to the commitment of Federal funds in accordance with the NEPA. An environmental review will be prepared for each approved activity prior to entering into an agreement with any agency or other City depatlinents utilizing HUD funding.

FISCAL IMPACTS
The City's CDBG program will have no impact on the City's General Fund. Funding from HUD totaling approximately$624,051 will be used to support the attached CDBG funding recommendations noted in Table 1 of the PY 2024-25 AAP.

ALTERNATIVES
Provide alternative direction to staff.

CEQA: Determined to be Exempt.

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RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

UPLAND, CALIFORNIA ADOPTING THE CITY OF UPLAND

COMMUNITY DEVELOPMENT BLOCK GRANT ACTION PLAN
FOR FISCAL YEAR 2024-25
WHEREAS, the City of Upland is an Entitlement community in the U.S.

Department of Housing and Urban Development (HUD) Community Development Block Grant (CDBG) program; and
WHEREAS, as an entitlement jurisdiction, Upland receives an annual grant of funds under the CDBG Program; and
WHEREAS, for FY 2024-25 the City of Upland will receive and estimated $623,645 of CDBG funds and utilize $406.67 of unallocated CDBG funds from previous years to support the activities identified in the FY 2024-25 Annual Action Plan; and
WHEREAS, as a prerequisite to receiving CDBG funds, the City of Upland must submit a Consolidated Plan, which serves as a federally required planning document that guides community development efforts in Upland; and WHEREAS, the City Council adopted Upland's current Consolidated Plan May 11, 2020, which covers fiscal years 2020-21 through 2024-25; and WHEREAS, Upland's Consolidated Plan established goals and objectives that, among other things, addresses HUD's primary objectives for the CDBG program of providing adequate housing, a suitable living environment and expanded economic opportunities principally for low-moderate-income persons; and WHEREAS, the Annual Action Plan serves as the City of Upland's annual application for federal funding and is required in order to receive CDBG funds from HUD; and
WHEREAS, the City Council Advisory Committee (CCAC) is a 5-person committee appointed by Upland City Council and responsible for reviewing and analyzing CDBG applications and presenting CDBG funding recommendations to City Council; and
WHEREAS, the City of Upland encourages public participation in the development of its planning documents therefore two public hearings were conducted on February 7, 2024, and March 6, 2024 to determine CDBG funding recommendations for the proposed activities; and
WHEREAS, the City Council Advisory Committee (CCAC) has reviewed project proposals for FY 2024-25 and made recommendations to the City Council which specified for the Fiscal Year 2024-25 Action Plan and are consistent with the goals and objectives of the Consolidated Plan; and

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Resolution No.

Page 2 ends

WHEREAS, the CCAC funding recommendations were incorporated in the PY 2024-25 AAP for City Council's consideration and approval at the April 22, 2024 City Council Meeting; and
WHEREAS, the City Council's April 22, 2024 public hearing to consider approving the FY 2024-25 Action Plan was properly notice for a (30) day period prior to the date of the public hearing to allow the public an opportunity to provide comments on the FY 2024-25 Action Plan; and
WHEREAS, during its April 24, 2024 public hearing, the City Council heard and considered both oral and written comments with respect to the FY 2024-25 Action Plan; and
WHEREAS, pursuant to 24 Code of Federal Regulations Part 58, entitled Environmental Review Procedures for Entities Assuming HUD Environmental Responsibilities the preparation of planning documents, such as the Annual Action Plan, is exempted from the requirements of the National Environmental Protection Act; and
WHEREAS, Title 14, California Code of Regulations, Chapter 3, Article 18, Section 15262 - Feasibility and Planning Studies, the City Council may determine in its independent judgment that the FY 2024-25 Action Plan is exempted from the requirements of the California Environmental Quality Act of 1970, as amended.

NOW, THEREFORE, the City Council of the City of Upland hereby finds, determines, and resolves as follows:

Section 1. The above recitals are true and correct and are incorporated herein by this reference.

Section 2. The Upland City Council does hereby approve the City of Upland Action Plan for fiscal year 2024-25.

Section 3. The City Council authorizes the City Manager or his designee to execute all necessary and related documents, including subrecipient agreements, to effectuate the implementation of the CDBG Program for fiscal year 2024-25.

Section 4. The City Council finds that this Resolution is not subject to the National Environmental Policy Act ("NEPA") pursuant to 24 Code of Federal Regulations, Part 58.34 (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) because it has no potential for resulting in physical change to the environment, directly or indirectly.

Section 5. The City Council finds that this Resolution is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the

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Resolution No.

Page 3 ends

environment, directly or indirectly. Further, if the activity is deemed a project this City Council finds that this Resolution is exempt pursuant to Section 15061(b)(3) of the State CEQA Guidelines.

Section 6. Certification. The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

Section 7. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Resolution or any part thereof is for any reason held to be unconstitutional, invalid, or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Resolution or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.

Section 8. Effective Date. This Resolution shall become effective immediately.

PASSED, APPROVED and ADOPTED this 22nd day of April 2024.

Bill Velto, Mayor
I, Keri Johnson, City Clerk of the City of Upland, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 22nd day of April 2024, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:

ATTEST:

Keri Johnson, City Clerk

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Program Year (PY) 2024-25
DRAFT- Annual Action Plan
of trig
41 r. - a -.,
ZIP is0
April 22, 2024
City of Upland
Development Services Department
460 N. Euclid Avenue
Upland, CA 91786
1

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City of Upland
PY 2024-25 Annual Action Plan
Table of Contents
Executive Summary 3
Lead & Responsible Agencies 9
Consultation 10
Participation 14
Expected Resources 18
Annual Goals and Objectives 23
Projects 28
Project Summary 29
Geographic Distribution 32
Affordable Housing 33
Public Housing 34
Homeless and Other Special Needs Activities 36 Barriers to Affordable Housing 39
Other actions 40
Program Specific Requirements 43
Appendices 44
2

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Executive Summary
AP- 05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
Introduction
The 2024-25 Annual Action Plan (AAP) is the last year of five annual updates to the 2020-2024 Consolidated Plan (Con Plan).The AAP outlines the current priorities, strategies,and actions in support of the strategic plan goals developed from the Consolidated Plan (CP) that was approved on May 11, 2020.

The AAP includes the funding allocation of the Community Development Block Grant (CDBG) that identifies available resources, annual goals, projects, and activities for the period beginning July 1, 2024, and ending June 30, 2025.

Federal funds are made available to the City on an annual basis and are based on a formula that takes into consideration the size of our population, the percentage of our population in poverty and number of overcrowded housing units. In turn, the City of Upland, through its City Council Advisory Council, selects those activities that best meet the needs of our community, especially for those who have low- and moderate-incomes.

For the 2024-25 program year, the City of Upland received $623,645 in CDBG funding to use toward eligible activities.

Community Development Block Grant (CDBG)
The Housing and Community Development Act of 1974 created the CDBG program.The primary objective of the CDBG program is the development of viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for persons of low-and moderate-income. The CDBG regulations require that each activity meet one (1) of three national objectives:
• Benefit low-and moderate-income persons;
• Aid in the prevention or elimination of slums and blight; or • Meet other community development needs having a particular urgency.

Each year,the City certifies that every activity within its Annual Action Plan (AAP) has met at least one of the three national objectives listed above.

Summarize the objectives and outcomes identified in the Action Plan The City's CP establishes a strategic vision for the City's housing, community, and economic development actions. Along with the CDBG National Objectives, CP goals and objectives also play a part in determining 3

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how our limited federal funds are used within the City. Below is a list of the City's 2020-24 goals and objectives that are based on the Needs Assessment and Market Analysis:

Table 2-Table 2—City of Upland Consolidated Plan Strategic Plan Goal Name Category Needs Assessed Goal Outcome Indicator 1 Facade Non-Housing Business enhancement Facade business Rehabilitation Community through facade rehabilitation Development rehabilitation
2 Neighborhood Non-Housing Improve Neighborhoods Public Service activity Preservation Community other than low mod
Development income housing benefit
3 Public Facilities Non-Housing Improve public facilities Public Facility or Improvement Community and infrastructure infrastructure Development
4 Public Services for Public Services Provide public services to Public Service low-income low-income residents
families
5 Homeless Homeless Prevent and eliminate Public Service Prevention homelessness
Services
6 Fair Housing Affordable Ensure equal access to Other: Person Assisted Services Housing housing opportunities
7 Economic non-Housing Strengthen economic Direct Financial Opportunity Community opportunity through Assistance for profits Development business and job creation
8 Housing Affordable Preserve the supply of Housing Units Preservation Housing affordable housing
4

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Activities to be undertaken in PY 2024-25 that meet a CDBG National Objective and City CP goal include the following:

Table-1
FY 2024-25 Action Plan Actual
CDBG Programs and Projects Allocation
FY 2024-25
Public Services $93,546.00
St.Joseph's Church—His Hands Food Program 15,000 LMWS, Inc (dba: Pacific Lifeline)-Women's Program-Case Management 8,000 Foothill Family Shelter—Stepping Stone Program 10,000 Inland Valley Hope Partners—Food Security Program 7,000 Catholic Charities San Bernardino and Riverside Counties— 12,000
Upland Community Resource Center
Upland Police Department/IMPACTTeam-
19,546
Upland Homeless Outreach Prevention and Education (UHOPE) Assistance League Foothill Communities-Operation School Bell 7,000 Anthesis Services- Learning Labs 5,000
Love Program-The Love Program 5,000
D'Andre D. Lampkin Foundation-Community Food Program 5,000 Capital Projects $405,370.00
Development Services Department- Downtown Improvement Public Parking 405,370
Program
Planning and Administration $124,729.00
Administrative & Economic Development Costs 82,865 Inland Fair Housing and Mediation Board—Fair Housing 24,432 Inland Fair Housing and Mediation Board—Landlord/Tenant Mediation 17,432 Program Income (none) 0.00
Allocation for FY 2024-25 $623,645
$406.67 of unallocated CDBG funds from FY 2022-23 will be rolled over to FY 2024-25 Downtown Improvement Public Parking Program.
**FY 2024-25 CDBG Award (+/-): Public Service category-proportionate adjustment assigned to the U- HOPE Program. Capital Project and Administrative categories- proportionate adjustment assigned to the Downtown Improvement Public Parking Program.
5

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Evaluation of past performance
The City has made considerable progress in meeting the goals and objectives of the 2020-2024 Consolidated Plan and these investments have contributed greatly to positive change within the community.

During the last four years:
• Facade Rehabilitation -Assisted 12 businesses.
• Neighborhood Preservation—Responded to 911 calls for graffiti removal assistance. • Public Facilities Improvements — Assisted 1 community facility serving 12,620 community residents.
• Public Service Programs-Assisted 2,425 low-income persons. • Homeless Prevention Services-Assisted 182 people.
• Fair Housing Services—Assisted 1,243 community residents. • Housing Preservation—Rehabilitated 40 low-income households. • Economic Opportunity-Assisted 49 businesses.
6

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Past Performance
Table 3—Past Performance
Unit 5-Year YTD
Strategic Plan Goal/Activity Measure Goal FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 Total Priority 1-Fayade Rehabilitation Businesses 15 12 3 4 3 2
Priority 2-Neighborhood Preservation Removal 60,000 911 Program stopped in FY 2020-21 due to Labor Compliance Cost 911 N/A N/A N/A N/A Priority 3-Public Facilities Improvements Persons 13,340 12,620 Landecena Project 780
Landecena Project-Phase II 500
Downtown Parking Lot Project*10,000
CDBG-CV Parklet Project 11,340
Priority 4-Public Service to low-income Families Persons 3,375 2,425 Inland Valley Recovery Services 43 16
Upland Community Resources Center 28 17 Aging Next-Senior Services 9
Inland Valley Hope Partners-Food Program 120 166 57 St.Joseph's-His Hand Food Program 309 341 301 125 Easterseals of Southern California 4
Assistance League Foothills Communities 122 CDBG-CV 656
CDBG-CV3 36 75
Priority 5-Homelessness Prevention Services Persons 295 182 U-HOPE Upland Homeless Outreach Prevention Education 4 6 Foothill Family Shelter-Stepping Stone Program 57 16 29 41 Impact Southern California-Homeless Prevention 10 Pacific Lifeline-Women's Shelter Case Management 4 7 9 5 Priority 6-Fair Housing Services Persons 2,500 1,243 Fair Housing Services 98 48 17 4 Landlord and Tenant Mediation Services 397 285 112 111 Priority 7-Housing Preservation Households 50 40 Emergency Repair Program 9 10 17 4 Priority 8-Economic Opportunity Businesses 30 49 Business Assistance&Attraction Program 1 2 2 2 Rent Recovery 19
CDBG CV3 23
7

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Summary of Citizen Participation Process
The City of Upland provides for and encourages citizens participation of its HUD planning documents. The City also encourages participation by low-and moderate-income persons, particularly those living in slum and blighted areas (if any such areas are formally designated) and in areas where CDBG funds are proposed to be used, and by residents of predominantly low- and moderate-income neighborhoods.The City will also take appropriate actions to encourage the participation of all its citizens, including minorities and non-English speaking persons, as well as persons with disabilities.

Summary of Citizen Participation for the Consolidated Plan The City adopted a new Citizen Participation Plan on July 11, 2020, that reflects regulatory changes and process improvements. On July 27, 2020, a substantial amendment was approved by the City to include the CARES Act funding authorization by HUD via waiver to respond to the emergency and conform with flexibility granted by HUD. In accordance with the City's adopted Citizen Participation Plan, the City facilitated citizen participation through surveys, community meetings and public hearings. Efforts were made to encourage participation by low-and-moderate-income persons, particularly those living in slum and blighted areas and in areas where HUD funds are proposed to be used, and by residents predominantly of low-and-moderate-income neighborhoods.The City also made efforts to encourage the participation of minorities and non-English speaking persons, as well as persons with disabilities. The consultation process included representatives of the Continuum of Care (CoC), Public Housing Authority (PHA) and other specified groups who completed surveys, provided local data, and assisted the City to ensure practical coordination of strategies to maximize impact and to avoid duplication of effort.

In future years, the City will explore alternative public involvement techniques and quantitative veisto measure efforts that encourage citizen participation while developing a shared vision for change in communities and neighborhoods.
8

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Lead and Responsible Agencies — 91.200(b)
Agency/entity responsible for preparing/administering the Consolidated Plan The following are the agencies/entities responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.

Table 4—Responsible Agencies
Agency Role Name Department/Agency Lead Agency City of Upland Development Services Department CDBG & CDBG-CV& CDBG-CV3 City of Upland Development Services Department Consultant LDM Associates, Inc Professional Service Narrative
City of Upland Development Services Department is the lead agency responsible for the administration of the CDBG programs.The Development Services Department contracted with LDM Associates, Inc. to prepare the 2020-2024 Consolidated Plan. LDM Associates, Inc. developed and implemented a comprehensive citizen participation and consultation process and conducted a needs assessment and market analysis to identify levels of relative need regarding affordable housing, homelessness, special needs, and community development. This information was gathered through consultation with public officials and local agencies, public outreach and community meetings, review of demographic and economic data, and housing market analysis.

City staff is responsible for the preparation and submittal of the Annual Action Plan (AAP) and the Consolidated Performance Evaluation Report (CAPER) to the U.S. Department of Housing and Urban Development (HUD). The programs administered by the City of Upland staff are the Community Development Block Grant (CDBG), CDBG-Coronavirus Aid, Relief, and Economic Security (CARES)Act (CV) and (CV3).

Consolidated Plan Public Contact Information
Development Services Department
460 N Euclid Ave Upland Ca 91786
909-931-4300
9

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AP-10 Consultation —91.100, 91.200(b), 91.215(1)
Introduction
In the development of the 2020-2024 Consolidated Plan (Con Plan), LDM Associates, Inc. consulted with representatives from multiple agencies, groups, and organizations involved in the development of affordable housing, creation of job opportunities for low- and moderate-income residents, and/or provision of services to children, elderly persons, persons with disabilities, persons with HIV/AIDS and their families, and homeless persons.To facilitate this consultation,the City solicited feedback through the following methods:
• Stakeholder surveys (web-based and paper-surveys)
• Individual stakeholder consultations
• Community meetings
• Public hearings
• Receipt of written comments
The input gathered from these consultation partners helped establish and inform the objectives and goals described in the Strategic Plan. Specific comments received from consultation partners are included in the Attachments section of the Consolidated Plan.

Provide a concise summary of the jurisdiction's activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health, and service agencies (91.215(1)).

The City recognizes the importance of careful coordination and alignment among various service providers to maximize the effectiveness of their programs. As a result, during the development of this Consolidated Plan, the City consulted closely with organizations that provide assisted housing, health services and other community-focused agencies. Outreach efforts included surveys including specific questions associated with coordination, invitations to community meetings and follow-up in-person interviews where appropriate. 10

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Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families,families with children,veterans, and unaccompanied youth) and persons at risk of homelessness.

San Bernardino County's homeless Continuum of Care (CoC) is comprised of a network of public, private, faith-based, for-profit, and non-profit service providers who utilize several federal, state, and local resources to provide services for homeless people. The region's municipalities, including the City of Upland, also provide resources for services that assist the homeless and those at risk of becoming homeless. The non-profit and faith-based community plays a key role in the current CoC system. Hundreds of agencies throughout the County provide programs ranging from feeding the homeless on the street to creating permanent supportive housing opportunities.These services are available to homeless families with children, and single men and women. The non-profit and faith-based community also serves special needs populations, such as victims of domestic violence,veterans,the disabled and youth.

The CoC guides the development of homeless strategies and the implementation of programs to end homelessness throughout the region. The City provided a detailed questionnaire to the CoC to identify the CoC's perceived needs in the county and its objectives to address the needs of different homeless persons populations,specifically chronically homeless families and individuals,families with children,veterans, unaccompanied youth, and persons at risk of homelessness. Following the delivery and response to the questionnaire,the City followed up with the CoC to clarify existing needs and objectives and understand opportunities for collaboration and coordination during the five-year planning process.

Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds,and develop funding, policies and procedures for the operation and administration of HMIS.

The city is an active participate of the San Bernardino County CoC and a member of the San Bernardino County Homeless Partnership whose goal is to provide a system of care that is inclusive, well planned, coordinated and evaluated and is accessible to all how are homeless or at risk of becoming homeless. During the development of the City's FY 2020-2024 Consolidated Plan,the city worked with the San Bernardino County CoC to determine the needs of our homeless population. Each year, the city also participates in the CoC's Point-in-Time Homeless Count and Subpopulation Survey.

Emergency Solution Grant (ESG) program funds are used to engage homeless individuals and families living on the street, improve the number and quality of emergency shelters for homeless individuals and families,help operate these shelters, provide essential services to shelter residents, 11

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rapidly re-house homeless individuals and families; and prevent families and individuals from becoming homeless. The City of Upland is not a direct recipient of HUD ESG Funds.

Describe Agencies, groups, organizations, and others who participated in the process and describe the jurisdiction's consultations with housing, social service agencies and other entities. Table 5 provides a listing of the entities consulted as part of this planning process.

Table 5—Agencies,groups,organizations who participated. 1 Agency/Group/Organization San Bernardino County Workforce Investment Board
Agency/Group/Organization Type Services- Housing Services-Employment
What section of the Plan was addressed by Consultation? Economic Development Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated survey outcomes of the consultation or areas for improved coordination? 2 Agency/Group/Organization Inland Fair Housing and Mediation Board
Agency/Group/Organization Type Services- Housing What section of the Plan was addressed by Consultation? Public Housing Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated survey outcomes of the consultation or areas for improved coordination? 3 Agency/Group/Organization Victor Valley Community Services Council
Agency/Group/Organization Type Services- Housing What section of the Plan was addressed by Consultation? Housing Need Assessment 12

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Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated survey outcomes of the consultation or areas for improved coordination? 4 Agency/Group/Organization Southern CA Council of Governments (SCAG)
Agency/Group/Organization Type Regional organization What section of the Plan was addressed by Consultation? Housing Need Assessment Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated survey outcomes of the consultation or areas for improved coordination? Other local/regional/state/federal planning efforts considered when preparing the Consolidated Plan Table 6—Other local/regional/federal planning efforts
Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan? Human Services Office of The Homelessness Prevention Services of the County of San Bernardino 10-Year Continuum of Care
Homeless Services Strategy to End Homelessness.

The Goals of the Strategic Plan are consistent with the Housing Element with respect to City 2013-2021 City of Upland Development
affordable housing development, affordable housing preservation and furthering fair Housing Element Services Department
housing choice.
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AP-12 Participation — 91.105, 91.200(c)
Summary of citizen participation process/Efforts made to broaden citizen participation.

The City's Citizen Participation Plan sets forth the City of Upland's policies and procedures for providing citizens and other interested parties with opportunities to participate in an advisory role in planning, implementation, and evaluation of the Annual Action Plan (AAP). The City's process for developing its Annual Action Plan is as follows:

Notice of Funding Availability (NOFA) Process
The development of the annual Action Plan is a lengthy process that begins with a competitive application process referred to as a Notice of Funding Availability (NOFA). On November 7, 2023, the City released a NOFA announcing the availability of FY 2024-25 CDBG application for eligible activities. Applications were due on December 18, 2023. Each application was reviewed by staff to ensure each application met a national objective and the ability to comply with applicable rules and regulations. Those applications that met threshold funding were forwarded to the City Council Advisory Committee for their consideration.

City Council Advisory Committee
The City of Upland encourages all citizens to involve themselves in local government by participating in various City commissions,committees, and boards.The City Council Advisory Committee (CCAC) is a 5-person committee appointed by Upland City Council and responsible for reviewing and analyzing CDBG applications and presenting CDBG funding recommendations to City Council. The CCAC meets quarterly, and all meetings are open to the public.

For development of the Annual Action Plan,two public meetings were conducted. On February 7, 2024, CCAC was provided a presentation of the requirements of the CDBG program and their responsibilities in making funding recommendations, a second public meeting was held to receive presentations from CDBG Applicants, analyze each application for their ability to meet the City's Consolidated Plan goals and objectives and make funding recommendations. Funding decisions made by the CCAC were then incorporated into the PY 2024-2025 Annual Action Plan for the City Council's consideration and approval at the April 22nd City Council Meeting.

No public comments were received during the CCAC public hearings.

Draft Annual Action Plan Public Comment Period
The PY 2024-2025 Draft Annual Action Plan was available for public review and comments from March 21, 2024,to April 22, 2024. Public notices announcing the availability of the PY 2024-2025 Draft Annual Action Plan for public review were made available for review at the Upland Public 14

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Library (450 N. Euclid Avenue, Upland) and City Hall (460 N. Euclid Avenue, Upland). The document was also posted on the City's website at www.uplandca.gov/houisng-reports . No public comments were received.

City Council Meeting
On April 22, 2024, the Draft PY 2024-25 Annual Action Plan was heard and approved by the City Council.

No public comments were received.

Citizen Participation Outreach
Table 7—Citizen Participation Outreach
Sort Order Mode of Outreach Target of Outreach Summary of Summary of Summary of comments Additional response/attendance comments received not accepted Modes of and reasons Outreach
Published November City
Newspaper Ad-
7 and 13, 2023 website
Inland Valley Daily English
NOFA 2024-25 CDBG
Bulletin Legal
1 program year. Not applicable Not applicable Posted Notices Non-English
Speaking-Spanish
Applications were Notice
due on December 18, (English and
2023. Spanish)
Published February City
Newspaper Ad-
26, 2024, CDBG website
Inland Valley Daily English
Presentations and
Bulletin Legal
2 Recommendations by Not applicable Not applicable Posted Notices Non-English
Speaking Spanish City Council Advisory Notice Committee on March (English and
16, 2024. Spanish)
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Speaking-Spanish
CDBG staff
(Translator City
3 Public Meeting presentation to City None received None received Available) website
Council Advisory
Non- Committee (CCAC)
targeted/broad
community
English
Non-English
March 6, 2024: CDBG
Speaking-Spanish
Applicant
(Translator City
4 Public Meeting presentations and None received None received Available) website
CCAC funding
recommendations.

Non-
targeted/broad
community
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Sort Order Mode of Outreach Target of Outreach Summary of Summary of Summary of comments Additional response/attendance comments received not accepted Modes of and reasons Outreach
English Published on March
Newspaper Ad- 21, 2024: Draft City
Inland Valley Daily Non-English Action Plan PY 2024- website 5 Bulletin Legal Speaking-Specify 25 (30-day review None received None received Posted Notices other language: and comment
Notice
Spanish period). Public
Hearing on Aprill 22, (English and
Spanish)
2024.

English
Non-English Public Hearing of
Speaking-Spanish Draft Action Plan PY
(Translator 2024-25 before the City
6 Public Meeting None received None received Available) Upland City Council website on April 22, 2024, at
Non- 6:00 p.m.
targeted/broad
community
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Expected Resources
AP-15 Expected Resources — 91.220(c)(1,2)
The strategic plan goals included in the Consolidated Plan are based on resources that are reasonably anticipated to be available to the City from federal, state, local and private sources from July 1, 2020, through June 30, 2025. The actual resources available to support activities during the implementation of this Consolidated Plan may vary significantly due to factors outside of the City's control. For example, HUD formula grant allocations are subject to change each year based on several factors such as the amount of the national appropriation, changes in American Community Survey (ACS) population data applied to the Community Planning and Development (CPD) grant formulas, statutory changes to the CPD grant formulas,the addition or removal of entitlements receiving a particular CPD grant and the availability of reallocated funds.Additionally, state, local, and private resources will vary significantly depending on economic conditions.

The 2024-25 AAP covers the period of July 1, 2024, through June 30, 2025. It is the last year of five annual updates in the implementation of the 2020-2024 Con Plan. On , HUD awarded the City of Upland $623,645 of CDBG funds for program year 2024-25. CDBG funds come with certain spending restrictions. Planning and Administrative costs are capped at 20 percent of the sum of the grant plus program income that is received during the program year. The total amount of CDBG funds that may be obligated for Public Services activities must not exceed 15 percent of the annual grant allocation plus the same percent of the program income received during the prior program year. The balance of any unappropriated CDBG funds and program income from any given year may be allocated to capital improvement activities. 18

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Anticipated Resources
Table 8-Expected Resources—Priority Table
Program Source Uses of Funds Expected Amount Available Narrative Description of Funds Annual Program Prior Year Total:

Allocation: Income: Resources: $
$ $ $
CDBG Public- • Admin and 2024 HUD award was available Federal Planning on
• Economic Upland: $623, 645
Development
• Housing $406.67 of unallocated CDBG funds •Public from FY 2022-23 will be rolled over
Improvements to Capital Project for FY 2024-25
• Public Services 623,645 0 $406.67 624,051.67 Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied.

As a City with substantial housing and community development needs, Upland will leverage its CDBG entitlement grants with a different funding resources such as city general funds, private donations, and other State grant funds to maximize the effectiveness of available funds. The City's former Redevelopment Agency was the City's primary non-federal source of leveraged funds. With the elimination of the City's Redevelopment Agency, the City's ability to leverage federal funds has been substantially reduced. The City is currently seeking new opportunities to leverage federal funds, such as the State HOME and CaIHOME programs. 19

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Matching Requirements
CDBG funds are not subject to federal matching requirements.

Federal Resources
• Continuum of Care (CoC) Homeless Assistance Grants • HUD Veterans Affairs Supportive Housing(HUD-VASH)
• Economic Development Administration
• Small Business Administration
• Supportive Housing for the Elderly (Section 202)
• Supportive Housing for Persons with Disabilities (Section 811) • Housing Opportunities for Persons with AIDS (HOPWA) • Youthbuild
• Federal Low-Income Housing Tax Credit Program
State Resources
• State Low-Income Housing Tax Credit Program
• Building Equity and Growth in Neighborhoods Program (BEGIN) • CalHome Program
• Multifamily Housing Program (MHP)
• Housing Related Parks Grant
• CalHFA Single and Multi-Family Program
• Mental Health Service Act(MHSA) Funding
• No Place Like Home Program
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Local Resources
• San Bernardino County Homeless Partnership (SBCHP) • Housing Authority of the County of San Bernardino (HACSB) • Southern California Home Financing Authority(SCHFA) Funding • San Bernardino County Continuum of Care Program
• Upland Housing Fund
Private Resources
• Federal Home Loan Bank Affordable Housing Program (AHP) • Community Reinvestment Act Programs
• United Way Funding
• Private Contributions
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If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan.

The City will not use any publicly owned land or property located within the jurisdiction to address the needs identified in this plan.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives- 91.320(c) (3) & (e)
Goals Summary Information
Table 9—Goals Summary
Sort Goal Name Start End Category Geographic Needs Addressed Funding Goal Outcome Order Year Year Area Indicator 1 Facade 2024 2025 Non-Housing Historic Business enhancement through CDBG: $0 Facade Rehabilitation Community Downtown facade rehabilitation treatment/business Development building
rehabilitation: 0
Business
2 Neighborhood 2024 2025 Non-Housing Low-and Improve neighborhoods CDBG: $0 Public Facility or Preservation Community Moderate- Infrastructure Development Income Activities other than
Census Low/Moderate
Tracts/Block Income Housing
Groups Benefit: 0 Persons
Assisted
3 Public 2024 2025 Non-Housing Low-and Public facilities and infrastructure CDBG: Public Facility or Facilities Community Moderate- $405,370 Infrastructure Improvements Development Income Activities other than Census Low/Moderate
Tracts/Block Income Housing
Groups Benefit: 10,000
Persons Assisted
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Sort Goal Name Start End Category Geographic Needs Addressed Funding Goal Outcome Order Year Year Area Indicator 4 Public Services 2024 2025 Non-Housing Citywide Public services to low-income CDBG: Public service for low- Community residents $56,000 activities other than income Development Low/Moderate
families Income Housing
Benefit: 426 Persons
Assisted
5 Homelessness 2024 2025 Homeless Citywide Prevent and eliminate CDBG: Homelessness Prevention homelessness $34,546 Prevention: 74 Services Persons Assisted
6 Fair Housing 2024 2025 Affordable Citywide Ensure equal access to housing CDBG: Other: 201 Persons Services Housing opportunities $41,864 Assisted 7 Economic 2024 2025 Non-Housing Historic Strengthen economic opportunity CDBG: $0 Jobs Opportunity Community Downtown through business assistance created/retained: 0 Development
8 Housing 2024 2025 Affordable Citywide Preserve the supply of affordable CDBG: $0 Homeowner Housing Preservation Housing housing Rehabilitated: 0 Household Housing
Unit
9 CDBG 2023 2024 Affordable Citywide Business enhancement through CDBG: Administration Administration Housing; Public facade rehabilitation; Public services to the CDBG Housing; services to low-income residents; $82,865 program.

Homeless; Non- Prevent and eliminate
Homeless Special homelessness; Ensure equal
Needs; Non- access to housing opportunities;
Housing; Strengthen economic opportunity
Community though business assistance;
Development Preserve the supply of affordable
housing.
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Sort Goal Name Start End Category Geographic Needs Addressed Funding Goal Outcome Order Year Year Area Indicator 10 COVID-19 2023 2024 Non-Housing Citywide COVID-19 Impact CDBG-CV1: Goal outcomes Response Community $0 associated with Development program activity
11 COVID-19 2023 2024 Non-Housing Citywide COVID-19 Impact CDBG-CV3: Goal outcomes Response Community $0 associated with Development program activity
Goal Descriptions
Table 10—Goal Descriptions
1 Goal Name Facade Rehabilitation
Goal Preserve and strengthen opportunities for business through financial activities that assist in improving the appearance of Description facade to increase business in the area resulting in increased job opportunities. 2 Goal Name Neighborhood Preservation
Goal Preserve and enhance neighborhood aesthetics and improve infrastructure to benefit low- and moderate-income people Description or those presumed under HUD regulations to be low-and moderate-income. 3 Goal Name Public Facilities Improvements
Goal Improve City of Upland public facilities and infrastructure to benefit low-and moderate-income people or those presumed Description under HUD regulations to be low-and moderate-income such as elderly people and disabled adults. 25

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4 Goal Name Public Services for low-income families Goal Provide low- and moderate-income families with a range of public services necessary to prevent homelessness and Description ameliorate the effects of poverty.
5 Goal Name Homelessness Prevention Services
Goal Support a continuum of services in Upland/SB County to prevent and eliminate homelessness including but not limited to Description homeless prevention programs, emergency shelter and transitional housing. 6 Goal Name Fair Housing Services
Goal Fulfill the HUD regulatory mandate to affirmatively further fair housing choice through the provision of fair housing Description education, counseling, anti-discrimination, and landlord-tenant mediation services. 7 Goal Name Economic Opportunity
Goal To address unemployment and underemployment in the community,the City supports development and expansion of local Description small businesses through the provision of financial assistance to low-and moderate-income local jobs. Businesses seeking to startup a business or expand their existing business in downtown Upland. Businesses can apply for assistance so long as they can create and retain low-and moderate-income jobs.This approach fulfills several needs in the community, including addressing employment opportunity, offering a wide range of products and services to local residents and in creating the sales tax base.
8 Goal Name Housing Preservation
Goal Preservation of the quality of existing affordable housing stock occupied by low-moderate income households.

Description
9 Goal Name CDBG Administration
Goal Administration services of the CDBG Program.

Description
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10 Goal Name COVID-19 Response
Goal CDBG-CV1 activities to prevent, prepare for, and respond to COVID-19.

Description
11 Goal Name COVID-19 Response
Goal CDBG-CV3 activities to prevent, prepare for, and respond to COVID-19.

Description
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Projects
AP-35 Projects — 91.220(d)
To address the high priority needs identified in the Strategic Plan to the 2020-2025 Consolidated Plan,the City of Upland will invest CDBG funds in projects that preserve affordable housing, provide fair housing services, provide public services to low-income residents, prevent homelessness,and improve businesses.

Together, these projects will address the housing, community, and economic development needs of Upland residents-particularly those residents residing in the CDBG low-and moderate-income areas.

Projects
Table 11-Project Information
Project Name
Public Services for Low-Income Families- (7) Public Service Activities Homeless Prevention Services-Three (3) Public Service Activities Fair Housing Services- Inland Fair Housing Mediation Board CDBG Administration
Public Facilities Improvements- Downtown Improvement Public Parking Program Describe the reasons for allocation priorities and any obstacles to addressing underserved needs.

As grant resources become increasingly scarce, it is important for the City to determine areas and population segments with the greatest level of need for a particular program or activity and to be able to invest federal, state, and local resources in high leverage opportunities where data suggests that the City will be able to maximize the impact of every dollar.

The 2020-2024 Consolidated Plan is the City of Upland's Strategic Plan for the investment of annual allocations of CDBG funds from HUD.The City's Consolidated Plan is a roadmap to guide the City's housing, community, and economic development investments during the next five years. All investments of HUD funding are used to address the priority needs listed in the City's 5-year Consolidated Plan.

The limited funding resources continue to provide challenges to fully address the level of need identified in the Consolidated Plan.
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AP-38 Project Summary
Project Summary Information
Table 12—Project Summary
1 Project Name Public Services—7 Activities
Target Area Citywide
Goals Supported Public Services for low-income families Needs Addressed Public Service for low-income residents Funding CDBG: $56,000
Description Provide low -income families with a range of public services necessary to prevent homelessness and reduce the effects of poverty.

Target Date 6/30/2025
Estimate the number and type 426 low-income persons will be assisted by the proposed of families that will benefit from activities.
the proposed activities
Location Description Citywide
Planned Activities St. Joseph's Church-Food Pantry, $15,000 (198) Inland Valley Hope Partners-Food Security Program, $7,000 (123) Catholic Charities-Upland Community Resource Center (UCRC), $12,000 (6)
Assistance League Foothill Communities-Operation School Bell, $7,000 (70)
Anthesis Services-Learning Labs, $5,000 (18)
Love Program-The Love Program, $5,000 (3)
D'Andre D. Lampkin-Community Food Program, $5,000 (8)
2 Project Name Homeless Prevention Services-3 Activities Target Area Citywide
Goals Supported Homelessness Prevention Services
Needs Addressed Prevent and eliminate homelessness
Funding CDBG: $37,546
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Description Support a continuum of services in San Bernardino County to prevent and eliminate homelessness including but not limited to homeless prevention programs, emergency shelter and transitional housing.

Target Date 6/30/2025
Estimate the number and type 74 people will benefit from the proposed activity. of families that will benefit from
the proposed activities
Location Description Citywide
Planned Activities Foothill Family Shelter — Stepping Stones Housing Program, $10,000 (50)
Pacific Lifeline—Women's Shelter Program, $8,000 (20)
Upland Police Department/IMPACT Team- Upland Homeless Outreach Prevention Education (U-HOPE), $19,546 (4)
3 Project Name CDBG Administration
Target Area Citywide
Goals Supported Public Services for low-income families Homelessness Prevention Services
Fair Housing Services
Public Facilities and Infrastructure Improvements
Needs Addressed Public services to low-income residents Prevent and eliminate homelessness
Ensure equal access to housing opportunities
Improve City of Uplands infrastructure
Funding CDBG: $83,865
Description Administrative services to the CDBG program.

Target Date 6/30/2025
Estimate the number and type Not applicable
of families that will benefit from
the proposed activities
Location Description City of Upland 460 North Euclid Avenue, Upland CA 91786 Planned Activities Administrative Services of the CDBG Program Project Name Fair Housing Services-2 Activities
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4 Target Area Citywide
Goals Supported Fair Housing Services
Needs Addressed Ensure equal access to housing opportunities Funding CDBG: $41,864 (Fair Housing $24,432 and Landlord/Tenant Mediation $17,432)
Description Fulfill the HUD regulatory mandate to affirmatively further fair housing choice through the provision of fair housing education, counseling antidiscrimination and landlord tenant mediation services.

Target Date 6/30/2025
Estimate the number and type 201 persons will be assisted from the proposed activity. of families that will benefit from
the proposed activities
Location Description Citywide
Planned Activities Inland Fair Housing Mediation Board- Fair Housing and Landlord/Tenant
5 Project Name Downtown Improvement Public Parking Program Target Area Citywide
Goals Supported Public Facilities Improvements
Needs Addressed Public facilities and infrastructure Funding CDBG: $405,370
Description Construct public parking infrastructure inclusive to trash enclosures, lighting, landscape, parking signage, increase public parking spaces, and improve ADA access to Downtown amenities.

Target Date 6/30/2025
Estimate the number and type N/A
of families that will benefit
from the proposed activities
Location Description Historic Downtown
Planned Activities 10,000 persons will be assisted with this proposed activity 31

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AP- 50 Geographic Distribution —91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration)where assistance will be directed.

Assistance will be primarily directed to low- and moderate-income persons or households, public facility improvements, and neighborhood preservation projects. Residents of the CDBG low-and moderate- income areas have a medium income at or below 80 percent of the median household income of$94,500 (huduser.gov). Therefore, priority is being established within the Consolidated plan efforts for allocation priorities in this area. The Strategic Plan goals included in the Consolidated Plan,the City is allocating 80 percent of its non-administrative CDBG funds for the program year 2024-25 to projects and activities that benefit low- income people.

Geographic Distribution
Table 13-Geographic Distribution
Target Area Percentage of Funds
Upland Historic Downtown Area 65%
CDBG Low-and Moderate-Income 23%
Citywide 12%
For the 2024-25 program year, the City will invest $624,051.67 of CDBG funds that will benefit low-and moderate-income people throughout the City. Due to the nature of the projects and activities to be undertaken, investments in projects and activities such as Public Facilities are limited to areas that benefits the CDBG low-and moderate-income areas, while other projects and activities benefit low-and moderate-income clientele, citywide.
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Affordable Housing
AP-55 Affordable Housing — 91.220(g)
The City has made it a high priority to assist in the development of affordable housing. In December 2023, the City purchased a four-plex with the City's Housing Fund. The four-plex units will be part of the City's Multi-Family Affordable Housing Project, Magnolia Colony. The affordable rental units will hold a covenant of 55 years. The City has also partnered with City Ventures, an affordable developer with an upcoming new construction project that will be in Historic Downtown Upland,estimated to break ground in 2025. The project will consist of 29 new townhomes, and 17% of the units will be purchased by low- income families. CalHome Program Income and HOME Program Income will be the primary funding sources to assist 5 families to become First Time Home Buyers.

Another high priority for the City is the conservation and improvement of the condition of the existing housing stock,especially affordable housing. For PY 2024-25,the City will use rollover CDBG funds for the Emergency Repair program that will provide up to $20,000 grants to income-eligible homeowners to repair their homes.

Housing Authority of the County of San Bernardino (HACSB) is one of the most progressive housing authorities in the Country and is also the largest provider of affordable housing in San Bernardino County.

The City of Upland is a participating City under HACSB's Housing Choice Voucher program that provides rental assistance to approximately 24,000 (Website: HACSB.com) people throughout the county, most of whom are seniors, individuals with disabilities,veterans, and children.

Below is a summary of the City's planned actions in the coming year.

Table 14-One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households to be Supported Homeless 74
Non-Homeless 408
Special-Needs 18
Total 1,001
Table 15-One Year Goals for Affordable Housing by Support Type One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 5
Acquisition of Existing Units 4
Total 9
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AP- 60 Public Housing —91.220(h)Introduction
The City of Upland is served by two housing authorities: The Upland Housing Authority and the Housing Authority of the County of San Bernardino. The Upland Housing Authority was formed in 1940 under State of California Housing Authority Law to actively improve existing neighborhoods and develop affordable housing opportunities using local, state, and federal resources.The Housing Authority County of San Bernardino (HACSB) provides rental assistance to low-income families either by housing families in units HACSB owns and manages or by providing subsidized housing assistance to a landlord for renting their housing unit to assisted families(a.k.a., Housing Choice Voucher Program). HACSB administers 9,938 Housing Choice Vouchers (HVC)throughout San Bernardino County, of those, 659 HCV households reside in Upland, in addition there are 98 Project Based Vouchers (PBV) units at the Lose Olivos affordable housing community in Upland (R. Kangas, Senior Management Analyst, personal communication, March 14, 2024).

Actions planned during the next year to address the needs for public housing.

The City of Upland continues to support the HACSB's efforts to support eligible low-income households in need of housing assistance. Housing Programs offered by HACSB include the Tenant-Based Voucher Rental Assistance Program, Term-Limited Lease Assistance Program, Streamlined Lease Assistance Program, Project-Based Voucher Program, Pilot Homeless Program, and the Public/Affordable Housing Program.

HACSB also administers Special Purpose Voucher Programs for Specific Housing Types such as the Continuum of Care- Shelter Plus Care Grants, Veterans Assistance Supportive Housing, Housing for Persons with AIDS, Family Unification Program, Mainstream Voucher Program, and Emergency Housing Voucher Program.

Actions to encourage public housing residents to become more involved in management and participate in homeownership.

To encourage public housing residents to become more involved in the management of public housing units, HACSB has developed a Resident Advisory Board (RAB) made up of participants from its Term- Limited Lease Assistance Program, Project Based Voucher Program, Veterans Affairs Support Housing (VASH) and the Tenant-Based Voucher Program. The RAB is tasked with discussing critical issues, like policy changes, program participant outreach efforts and messaging, that affect residents and program participants.

The HACSB offers several ongoing programs to help residents become more involved in management and participate in homeownership. HACSB offers a Family Self-Sufficiency program for its residents, which allows participants to save a portion of their income in escrow toward the family's departure from subsidized housing. Residents in the FSS program and HACSB's Term-Limited Lease Assistance program 34

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have access to employment services through the HACSB's Family Empowerment Services Department.

The Department assigns families to a coach that assists the family with creating and implementing an Individual Training and Services Plan focused on educational and career goals. HACSB also administers a successful Homeownership Assistance Program. Through this program, eligible families participating in the Housing Choice Voucher(HCV) program can utilize their HCV financial assistance to purchase a home.

If the Public Housing Authority(PHA) is designated as troubled, describe the manner in which financial assistance will be provided or other assistance.

Not applicable. HACSB is considered a High Performing Public Housing Authority(PHA).

HACSB is well-positioned to maintain and expand the supply of affordable housing units in the City of Upland through its partnerships with the State of California, San Bernardino County Department of Community Development and Housing, other cities, and Housing Partners affiliated to the Housing Authority.
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AP- 65 Homeless and Other Special Needs Activities — 91.220(i) To address incidences of homelessness in Upland and to prevent extremely low-income Upland families from becoming homeless,the City places a high priority on programs that work to prevent homelessness and rapidly connect homeless persons and families with housing and supportive services. The City will support the following activities for 2024-25 program year to prevent and eliminate homelessness:
• Homelessness prevention services for effective placement focused on sheltering and interim housing models for people experiencing homelessness, with the identification of clear goals and targets for the number of shelter or interim housing opportunities to be supported through each program.
o Upland Homeless Outreach Prevention and Education (UHOPE) o Foothill Family Shelter-Stepping Stone Program
o Pacific Lifeline-Woman's Program
• Public service to low-income families providing prevention programs. o Catholic Charities San Bernardino and Riverside Counties- Upland Community Resource Center
o Inland Valley Hope Partner- Food Security Program
o St.Joseph Church- His Hands Food Pantry Food Program o Assistance League Foothill Communities-Operation School Bell • Fair Housing services to enhance technical assistance for affordable housing provider on fair housing choice including expanding education efforts regarding non-discrimination based on source of income (SB 29), disability, criminal history, and other factors addressed by fair housing requirements.
o Inland Fair Housing Mediation Board (IFHMB)- Fair Housing Services o IFHMB- Landlord and Tenant Mediation Services
According to the results of the most recent data available from the annual Point-in-Time Homeless Count (PIT Count) held on January 25, 2024, on any given night in San Bernardino County, approximately 2,976 individuals are unsheltered, an increase of 587 persons (24.6%) from 2023. To address incidences of homelessness in Upland and to prevent extremely low-income Upland families from becoming homeless, the City places a high priority on programs that work to prevent homelessness or rapidly connect unsheltered individuals with housing and supportive services. Of the 2,976 total number unsheltered persons identified, 32 were counted in Upland, a decrease of 5 persons (14%) from 2023. The 2024 Homeless Count for sheltered individuals was 1,219, an increase of 275 (29.1%). There were 48 sheltered persons identified in the city of Upland, a decrease of 4 persons (8%)from 2023.

Services for Residents with Special Needs
Analysis of available data and consultation with organizations providing services for special needs populations revealed a need for a range of additional services including, but not limited to, those 36

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concerned with disabled adults.CDBG PY 2024-25 funded Anthesis Services-Learning Labs,a public service activity addressing revolutionary educational models to provide social skills with vocational training, in uniquely integrated settings that model specific community and work environments for disabled adults.

The City of Upland Emergency Repair Program implemented an accessibility grant addressing accessibility improvements for disabled adults, seniors, or retired veterans with mobility impairments.

Describe the jurisdiction's one-year goals and actions for reducing and ending homelessness including reaching out to homeless persons(especially unsheltered persons)and assessing their individual needs.

Preventing and ending homelessness is a HUD priority addressed nationally through coordination of regional strategies carried out locally by government agencies and a wide variety of community-based organizations and faith-based groups. Consistent with this approach, the City of Upland supports the efforts of San Bernardino County Continuum of Care (CoC) and its member organizations that address homelessness throughout San Bernardino County. In alignment with this strategy, the City will use CDBG and local funds to support local service providers with programs to prevent homelessness and to provide needed services in Upland for low-income residents.

To reach out to homeless persons and assess their individual needs,the 2024-25 Annual Action Plan (AAP) will provide outreach and homeless services, bridge housing, and resources.

Addressing the emergency shelter and transitional housing needs of homeless persons As previously outlined,the City supports local nonprofit agencies who provide emergency shelters, rental assistance, and housing counseling to low-income residents to prevent homelessness.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness,facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
In support of CoC efforts, this Strategic Plan provides for the use of CDBG funds to support activities implemented by local nonprofit organizations that provide services to help prevent and eliminate homelessness, including families at risk of homelessness, veterans, victims of domestic violence and emancipated foster youth. The City will also leverage CDBG funds to expand the supply of affordable housing in Upland.

Additional efforts are underway at the regional level to shorten the period that individuals and families have experienced homelessness and to prevent individuals and families who were recently homeless from becoming homeless again.The 2-1-1 regularly works with public service agencies to analyze the resources and funding being used to operate transitional housing programs and consider how these resources could 37

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be used more in alignment with the best practices (i.e. rapid re-housing and permanent housing) for ending homelessness. Many transitional housing providers are working to end homelessness,to evaluate strategies to lower program threshold requirements, and improve outcomes including shorter shelter stays and more rapid transitions to permanent housing.

Helping low-income individuals and families avoid becoming homeless, especially extremely low- income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.

The CoC is developing resources of information (such as 2-1-1) to better serve individuals who are homeless or at risk of becoming homeless. In addition, the CoC is working to implement a database using real time information from intake and assessment that is housed in the Homeless Management Information System (HIMS). Collectively these strategies will help minimize duplication of effort and better connect the most vulnerable individuals and families, chronically homeless, and people at risk of becoming homeless to appropriate resources.

The City is committed to address homelessness as a high priority need for the CDBG program and will support public service activities that help prevent homelessness and that provide a structured path to stable housing for individuals and families who become homeless. 38

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AP- 75 Barriers to Affordable Housing—91.220(j)
A barrier to affordable housing is a public policy or nongovernmental condition that constrains the development or rehabilitation of affordable housing, such as land use controls, property taxes, state prevailing wage requirements, environmental protection, cost of land and availability of monetary resources. Barriers to affordable housing are distinguished from impediments to fair housing choice in the sense that barriers are lawful and impediments to fair housing choice are usually unlawful.

Based on information gathered during community meetings, the Consolidated Plan Needs Assessment Survey, the 2013-2021 Housing Element and market analysis, the primary barriers to affordable housing in Upland are housing affordability and the lack of monetary resources necessary to develop and sustain affordable housing.The two barriers are related in the sense that demand for affordable housing exceeds the supply and insufficient resources are available to increase the supply of affordable housing to meet demand.

Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls,tax policies affecting land,zoning ordinances, building codes,fees and charges,growth limitations,and policies affecting the return on residential investment.

In the development of the 2013-2021 Housing Element, the City evaluated significant public policies affecting affordable housing development such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges and growth limitations. Based on this evaluation, the City determined that it has taken all necessary steps to ameliorate the negative effects of public policies that may have been a barrier to affordable housing. Moreover, the City is actively engaged with affordable housing developers concerning the siting of affordable housing and ensuring that the entitlement process runs smoothly from inception to completion.

To address housing affordability and the lack of monetary resources for affordable housing, the City will be using Upland Housing fund and Permanent Local Housing Allocation (PLHA) funds for the future acquisition or development of affordable rental housing units during the five-year period of the Consolidated Plan.The rehabilitation and preservation of existing affordable housing units will be funded through its Emergency Repair Program and Upland Housing fund. The City will continue to leverage its Upland Housing Funds to partner with private and other available public resources to increase the supply of affordable housing and preserve existing affordable housing in the City. 39

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AP-85 Other Actions —91.220(k)
In the implementation of the 2024-25 Annual Action Plan (AAP), the City will invest CDBG resources to address obstacles to meeting underserved needs, reduce the number of poverty-level families, develop institutional structure, and enhance coordination between public and private housing and social service agencies.

Actions planned to address obstacles to meeting underserved needs.

The primary obstacles to meeting the underserved needs of low- and moderate-income people include lack of funding from federal, state, and other local sources;the high cost of housing that is not affordable to low-income people; and the lack of availability of home improvement financing in the private lending industry.To address these obstacles, the City is investing CDBG funds through the 2024-25 Action Plan in projects that provide public and neighborhood preservation services to low- and moderate-income people. To address underserved needs, the City is allocating 100 percent of its non-administrative CDBG investments for program year 2024-25 to projects and activities that benefit low- and moderate-income people.

Actions planned to foster and maintain affordable housing.

In the implementation of the 2024-25 Annual Action Plan (AAP), the City will invest CDBG funds to preserve and maintain affordable housing through the City of Upland Emergency Repair Program that will provide grants to low- income owners of single-family housing units in need of immediate or exigent repairs to the home.

Actions planned to reduce lead-based paint hazards.

The Residential Lead Based Paint Hazard Reduction Act of 1992 (Title X) emphasizes prevention of childhood lead poisoning through housing-based approaches. To reduce lead-based paint hazards, the City of Upland Emergency Repair Program will conduct lead-based paint testing and risk assessments for each property assisted that was built prior to January 1, 1978, and will incorporate safe work practices or abatement into the scope of work as required to reduce lead-based paint hazards in accordance with 24 CFR Part 35.

Actions planned to reduce the number of poverty-level families.

The combination of CDBG and Upland Housing Fund activities will be used in meeting the goals established in the 2020-2024 Consolidated Plan-Strategic Plan and Annual Action Plans(AAPs). These funds will help to reduce the number of poverty-level families by:
• Supporting activities that expand the supply of housing that is affordable to low- and moderate- 40

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income households.
• Supporting activities that preserve the supply of decent housing that is affordable to low- and moderate-income households.
• Supporting a continuum of housing and public service programs to prevent and eliminate homelessness.
• Supporting housing preservation programs that assure low-income households have a safe, decent, and appropriate place to live.
• Supporting public services for low- and moderate-income residents including those with special needs and those at-risk of homelessness offered by nonprofit organizations receiving CDBG funds; and
• Promoting economic opportunity for business that will employ low- and moderate-income residents.

In addition to these local efforts, mainstream state and federal resources also contribute to reducing the number of individuals and families in poverty. Federal programs such as the Earned Income Tax Credit and Head Start providing pathways out of poverty for families who are ready to pursue employment and educational opportunities.Additionally, in California,the primary programs that assist families in poverty are CaIWORKS, CalFresh (formerly food stamps), and Medi-Cal. Together, these programs provide individuals and families with employment assistance, subsidy for food, medical care, childcare and cash payments to meet basic needs such as housing, nutrition, and transportation.Other services are available to assist persons suffering from substance abuse, domestic violence, and mental illness.

Actions planned to develop institutional structure.

The institutional delivery system in Upland is high-functioning and collaborative—particularly the relationship between local government and the nonprofit sector comprised of a network of capable non- profit organizations that are delivering a full range of services to residents. Strong City departments anchor the administration of HUD grant programs, housing, and community and economic development activities that are implemented by the City support to enhance the institutional structure. The City of Upland will collaborate with affordable housing developers and nonprofit agencies receiving CDBG funds through the 2024-25 Action Plan to ensure the needs of low-and-moderate-income residents are met as envisioned within the 2020-2024 Consolidated Plan -Strategic Plan.

Actions planned to enhance coordination between public and private housing and social service agencies.

Communication and cooperation between the City of Upland Development Services Department and the partner agencies and organizations that administer activities is strong. City staff continues to work closely with the other organizations to improve regulatory compliance,monitoring,cooperation and partnerships 41

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among agencies and technical capacity of organizations involved in project delivery.

To enhance coordination between public and private housing and social service agencies, the City will continue consulting with and inviting the participation of a wide variety of agencies and organizations involved in the delivery of housing and supportive services to low- and moderate-income residents in upland—particularly the CDBG low-and moderate-income areas. 42

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Program Specific Requirements
AP- 90 Program Specific Requirements —91.220(1)(1,2,4)
In the implementation of programs and activities under the 2024-25 Annual Action Plan,the City of Upland will follow all HUD regulations concerning the use of program income, forms of investment, overall low- and-moderate-income benefit for the CDBG program.

Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(1)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.

1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0

2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0

3.The amount of surplus funds from urban renewal settlements 0

4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0

5.The amount of income from float-funded activities 0 Total Program Income: 0
Other CDBG Requirements

1.The amount of urgent need activities 0

2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit-A consecutive period of one,two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income.Specify the years covered that include this Annual Action Plan. 80%
In the implementation of programs and activities under the 2024-25 Action Plan, the City of Upland will follow the Community Planning and Development (CPD) agency within the U.S. Department of Housing and Urban Development (HUD) regulations.
43

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APPENDIX A
Summary of Citizen Participation Process
To encourage citizen participation in the development of the Annual Action Plan (AAP), the lead agency, City of Upland, Development Services Department, offered the following opportunities for input and comments:
■ Public meetings before the City Council Advisory Committee (CCAC) — February 7, 2024, and March 6, 2024.

The City provides citizens with advance notice of all meetings related to the Community Development Block Grant (CDBG) Program and makes copies of all related materials available for public review as soon as the notice is published. Notice of all public hearings is published in the Inland Valley Daily Bulletin Legal Notices.

The Draft Annual Action Plan was available for public review for a 30-day period from March 21, 2024, through April 22, 2024.
■ Upland City Hall,460 North Euclid Avenue, Upland, CA 91786 ■ Upland Library, 450 North Euclid Avenue, Upland, CA 91786 ■ https://www.uplandca.qov/cdqb
The Final PY 2024-25 Action Plan is available at the following locations:
■ Upland City Hall,460 North Euclid Avenue, Upland, CA 91786 ■ https://www.uplandca.qov/cdqb
Summary of Public Comments
Please see the attached public comments received on PY 2024-25 AAP during the 30-day public review period. City Council receives a copy of each public comment at the April 22, 2024, Council Meeting. The City Council Advisory Committee (CCAC) recommends funding allocations to organizations that best fulfilled the needs of the community for PY 2024-25.

Summary of Comments Received
All public comments and reviews received of the Annual Action Plan (AAP) were accepted and taken into consideration. Below is a summary of the comments received from the public meeting and public hearing:

Public Comments:None received.
44

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APPENDIX B
San Antonio heights
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a tip `4. fl�
`1 - CDBG - LOW AND MODERATE INCOME AREA MAP
f'1 l r 2010-2015 ACS DATA (As of February 14,2019) N T.S.

LEGEND:

I I. CITY BOUNDARY

LOW AND MODERATE INCOME BLOCK GROUPS

CENSUS TRACT

BLOCK GROUP

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APPENDIX C
SF-424 and Action Plan Certifications
• SF-424 Community Development Block Grant
• 2024-25 Action Plan Certifications
Insert SF-424 application and certifications here when final Action Plan 2024-25 is adopted by City Council on April 22, 2024.
46

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�� pl"� CITY
UPLAND
„.;
"The City of Gracious Living"
Stafif(krctill
C�tIFOB�S
DATE: April 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:KERI JOHNSON,CITY CLERK
SUBJECT: CONSIDERATION OF AN OMNIBUS ORDINANCE AMENDING VARIOUS SECTIONS OF

THE UPLAND MUNICIPAL CODE
RECOMMENDED ACTION:

It is recommended that the City Council hold first reading by title only, waive further reading, and introduce an Ordinance amending various sections of the Upland Municipal Code as specified.

GOAL STATEMENT
The proposed action supports the City's goal of ensuring that the Upland Municipal Code is consistent with State Law and complements current City practices,regulations,and policies.

BACKGROUND
The Upland Municipal Code requires periodic updates to ensure consistency with City policies and State Law, to improve clarity,and to better serve the public. An omnibus ordinance is the packaging of a collection of amendments relatively small in scale and having a limited scope of impact,into one"omnibus"ordinance. The City Clerk's office coordinates this process for all departments annually.

ISSUES AND ANALYSIS
Staff has identified several provisions in the Upland Municipal Code(UMC)requiring review and revision. As part of this review process, the City Clerk worked with other departments and the City Attorney to review and consider the proposed changes. The following provides the Council an overview of the proposed changes:
• Amending Section 1.22.070 to add a paragraph regarding the City's compliance with California Building Standards Code Section 1.8.8.1.
• Amending Chapter 2.02.070 to clarify that the amendment to Section 2.02.040,"Salaries,"adopted in 2023, will not go into effect until after the November 2024 General Municipal Election. • Amending Section 2.04.020 to remove the requirement that the City Manager reside in the City of Upland. • Removing Sections 2.28.030 and 2.28.040 of Chapter 2.28 regarding the library fund. These funds were transferred to the Upland Community Foundation when the organization was founded in 1995.

All proposed revisions are included in a redline attachment for ease of reference.

ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a"project" and thus is exempt.

FISCAL IMPACTS
The fiscal impact is limited to the publication of the Ordinance summaries and codification of the Ordinance into the Upland Municipal Code. These costs have been included in the City Clerk's operating budget and no additional appropriation is necessary.

ALTERNATIVES
Provide alternative direction to staff.

CEQA:Not a Project.

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ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

UPLAND, CALIFORNIA AMENDING VARIOUS SECTIONS OF

THE UPLAND MUNICIPAL CODE AS SPECIFIED
WHEREAS, pursuant to Article XI, Section 5 of the California Constitution and Government Code section 37100, the legislative body of a city may pass ordinances not in conflict with the Constitution and the laws of the State or the United States; and
WHEREAS, every year, City Staff conducts an annual review of the Upland Municipal Code in order to ensure that the Upland Municipal Code remains consistent with current law, City policies, and practices; and
WHEREAS, City staff and the City Attorney have reviewed the Upland Municipal Code and have determined that certain updates to the Upland Municipal Code should be implemented; and
WHEREAS, the proposed revisions are detailed in the Staff Report and indicated in the redline document provided to the City Council.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF UPLAND DOES ORDAIN AS FOLLOWS:

Section 1. The above recitals are true and correct and are hereby incorporated herein by this reference.

Section 2. Amendment of Section 1.22.070. Section 1.22.070 of Chapter

1.22 of Title 1 of the Upland Municipal Code is hereby amended to read in its entirety as follows:
"1.22.070 Hearing officer.

The city manager's designee shall establish procedures for the selection of a hearing officer required in this chapter. A hearing officer shall be a neutral third party contracted by the city and selected in a manner that avoids the potential for any bias against any parties to the hearing. The hearing officer's compensation, if any, shall be paid by the city; however, the non-prevailing party shall be liable to the city for the costs of the hearing and the hearing officer's compensation. The hearing officer's compensation shall not be directly or indirectly conditioned upon the outcome of the hearing.

The City of Upland complies with California Building Standards Code 1.8.8.1.

The City of Upland has established a process to hear and decide appeals of orders, decisions, and determinations made by the City relative to the application and interpretations of the California Building Standards Code and other regulations governing construction, use, maintenance and change of occupancy. The City of Upland has established an appeals board, the members of which are not employees of the enforcing agency and are knowledgeable in the applicable building codes, regulations, and ordinances as determined by the governing body of the City. (Ord. 1936 § 3, 2020)

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Ordinance No.

Page 2 ends

Section 3. Amendment of Section 2.02.070. Section 2.02.070 of Chapter

2.02 of Title 2 of the Upland Municipal Code is hereby amended to read in its entirety as follows:
"2.02.070 Salaries—Operative date.

The salary provisions of this chapter shall become operative only on and after the date upon which one or more members of the council become eligible for the salary prescribed herein by virtue of beginning a new term of office following the November 2024, general municipal election. (Prior code § 2200.6)"
Section 4. Amendment of Section 2.04.020. Section 2.04.020 of Chapter

2.04 of Title 2 of the Upland Municipal Code is hereby amended to read in its entirety as follows:
"2.04.020 Residence.

Residence in the city of a person as city manager shall not be required as a condition of appointment. (Prior code § 2310.020)"
Section 5. Removal of Sections 2.28.030 and 2.28.040. Sections 2.28.030 and 2.28.040 of Chapter 2.28 of Title 2 of the Upland Municipal Code are hereby removed in their entirety.

Section 6. Compliance with California Environmental Quality Act. The City Council finds that this Ordinance is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

Further, if the activity is deemed a project this City Council finds that this Ordinance is exempt pursuant to Section 15061(b)(3) of the State CEQA Guidelines.

Section 7. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Ordinance or any part thereof is for any reason held to be unconstitutional, invalid, or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.

Section 8. Effective Date. This Ordinance shall become effective thirty (30) days from its adoption.

Section 9. Publication. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published in a newspaper of general circulation printed and published within the City of Upland, pursuant to all legal requirements.

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Ordinance No.

Page 3 ends

PASSED, APPROVED, AND ADOPTED this day of ,
2024.

Bill Velto, Mayor
I, Keri Johnson, City Clerk of the City of Upland, California, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Upland held on the day of , 2024, and was adopted at a regular meeting of the City Council of the City of Upland on the day of , 2024, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:

ATTEST:

Keri Johnson, City Clerk

Page 295 of 357 ends

Redline changes to Upland Municipal Code
§ 1.22.070 Hearing officer.

The City of Upland complies with California Building Standards Code 1.8.8.1. The City of Upland has estab- lished a process to hear and decide appeals of orders, decisions, and determinations made by the City relative to the application and interpretations of the California Building Standards Code and other regulations govern- ing construction, use, maintenance and change of occupancy. The City of Upland has established an appeals board, the members of which are not employees of the enforcing agency and are knowledgeable in the appli- cable building codes, regulations, and ordinances as determined by the governing body of the City. (Ord. 1936 § 3, 2020)
§ 2.02.070 Salaries—Operative date.

The salary provisions of this chapter shall become operative only on and after the date upon which one or more members of the council become eligible for the salary prescribed herein by virtue of beginning a new term of office following the April, 1966 November 2024, general municipal election. (Prior code § 2200.6) § 2.04.020 Residence.

Residence in the city at the time of appointment of a person as city manager shall not be required as a condition of appointment t thi„ '80 saft eporting for- ork the city manager must beeemre a resident of the city unless the city council approves his or her residence outside the city. (Prior code § 2310.020)
§ 2.28.030 Library fund created.

There is created a special library fund, to be known and designated as "special library addition fund." Any moneys placed in such fund shall be withdrawn only on the warrant or authority of the board of trustees of the Upland Public Library, and shall only be used for the construction of additional structural facilities in such Upland Public Library, or generally in the construction and improvement or betterment of the library building. Such special library addition fund may be augmented by assessments or taxes duly provided for by ordinance, or by gifts or otherwise, and by any means within the authority of the board of trustees of Upland Public Library. (Prior code § 2440.2)
§ 2.28.040 Library fund—Deposit.

It shall be the duty of the city treasurer to maintain the special library addition fund in a depository selected by him or her under the designation of special library addition fund. (Prior code § 2440.3)

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�� pl"� CITY
UPLAND
„.;
"The City of Gracious Living"
C�tIFOB�Sc_Sta(f(krctfi-I
DATE: April 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER

JESSICA GANDARA,RECREATION&COMMUNITY SERVICES MANAGER
SUBJECT: CONSIDERATION OF AN ORDINANCE AMENDING UPLAND MUNICIPAL CODE CHAPTER 12.36 AND REPEALING UPLAND MUNICIPAL CODE CHAPTER 12.44 RECOMMENDED ACTION:

It is recommended that the City Council hold first reading by title only, waive further reading, and introduce an Ordinance amending Upland Municipal Code Section 12.36 and repealing Section 12.44 of Title 12 of the Upland Municipal Code to establish a central location for rules relating to the use of City parks.

GOAL STATEMENT
The proposed action supports the City's goal of maintaining order, enhancing public safety, and allowing the public to enjoy free public parks.

BACKGROUND
In late 2023,a request for updated signage was made,which resulted in a review of the Upland Municipal Code as it pertains to City parks. Recreation and Community Services staff reviewed the code and collaborated with Upland Police Department staff to ensure appropriate language was added and that the code was organized appropriately and efficiently.

At the December 6,2023 meeting of the City Council Advisory Committee and the February 6,2024 meeting of the Parks, Arts, Recreation, and Community Services (PARCS) Advisory Committee, staff presented potential modifications to signage in parks citywide. The feedback from both committees was positive and included additional recommendations for signage in various areas of City parks.

ISSUES AND ANALYSIS
In an effort to address a variety of park-related issues and to bring organization and efficiency to the Upland Municipal Code sections related to public parks, staff recommends the amendment of Chapter 12.36 (Use of City Skate Park Facilities)and the repealing of Chapter 12.44(Reservation System for Park Facilities).

While Chapter 12.36 was written with the City's skate park in mind,the language throughout the chapter is relevant to parks in general.Chapter 12.44 relates to reserved use of park facilities,which can easily be merged with the chapter that addresses general park regulations.

With Council's approval,the ordinance will add to the chapter's definitions, differentiate between general park use and reserved use for park facilities, adds a comprehensive list of regulations including prohibiting firearms and dangerous weapons, damaging property or land, retrieving water from park sources, fires and fireplaces, smoking, controlled substances,and alcohol,amplified sound,solicitation,camping,and storing personal property.

If the Ordinance is adopted,City staff will replace current signage with the updated language and design after it goes into effect. Additional signage would be strategically placed to ensure patrons have another opportunity to view the rules and regulations of the parks.

ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA.The proposed action is not included within the definition of a"project" and thus is exempt.

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FISCAL IMPACTS
If approved, it is estimated that signage citywide would be less than $5,000. These amendments do not require additional patrol enforcement.In the case of enforcement,revenue will be generated using current fine schedules.

ALTERNATIVES
Provide alternative direction to staff.

CEQA:Not a Project

Page 298 of 357 ends

ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
UPLAND, CALIFORNIA AMENDING CHAPTER 12.36 AND
REPEALING CHAPTER 12.44 OF TITLE 12 OF THE UPLAND

MUNICIPAL CODE TO ESTABLISH A CENTRAL LOCATION

FOR RULES RELATING TO THE USE OF CITY PARKS
WHEREAS, pursuant to Article XI, Section 5 of the California Constitution and Government Code section 37100, the legislative body of a city may pass ordinances not in conflict with the Constitution and the laws of the State or the United States; and
WHEREAS, the City desires to ensure that the public has fair access to the City's parks and facilities therein, and to ensure that the parks and their facilities are maintained in good working condition; and
WHEREAS, at present rules relating to the use of City parks are found throughout the Municipal Code; and
WHEREAS, the consolidation of these rules into one Chapter of the Municipal Code will make the Code easier to use for both staff and the general public.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF UPLAND DOES ORDAIN AS FOLLOWS:

Section 1. The above recitals are true and correct and are hereby incorporated herein by this reference.

Section 2. Chapter 12.36 of Title 12 of the Upland Municipal Code is hereby amended to read in its entirety as follows:
"Chapter 12.36 USE OF CITY PARK FACILITIES

12.36.010 Purpose.

12.36.020 Definitions.

12.36.030 Reserved use of parks and special events.

12.36.040 Park hours.

12.36.050 Park regulations, generally.

12.36.060 Designated skateboard/ skating areas.

12.36.070 Liability in connection with use of skateboard/skating areas.

12.36.080 Regulations applicable to the use of designated skateboard/skating areas.

12.36.090 Signs required.

12.36.100 Violations, penalties and enforcement.

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12.36.010 Purpose.

It is the purpose of this Chapter to ensure that the public has fair access to the City of Upland's parks and facilities therein, to establish regulations for the safe use of parks within the City, and to ensure that the parks and their facilities are maintained in good working condition.

12.36.020 Definitions.

For the purposes of this Chapter, words, phrases and terms used herein shall have their ordinary meaning, unless otherwise provided as follows:
"Amplified sound" means music, sound wave, vibration, or speech projected or transmitted by electronic equipment, including amplifiers. "City" means the City of Upland
"Council" means the City Council of the City of Upland, or any person authorized by the Council, pursuant to law, to act in its stead.
"Designee" means any employee of the City of Upland authorized to made decisions or act on behalf of the City of Upland.
"Director" means any Department Head of the City of Upland. "Exclusive Use" means the right to physically occupy the park facility and use personal property in park facilities during the permitted time, free from the interference of others.
"General Park Use" means patrons accessing park amenities such as buildings, playgrounds, picnic areas, athletic facilities, or passive grass areas that are open to anyone without prior reservation.
"Park" means any community park, neighborhood park, nature park, special use facility, athletic facilities, park amenity, or other area identified by the City as a park.

The term "park" includes the entire area of the park which includes, but is not limited to parking lots, walkways, restrooms, facilities, buildings, gazebos, playgrounds, passive grass areas, athletic fields or courts, slopes, greenbelts, bio swale, wet or dry creeks, and landscape areas.
"Peace Officer" shall have the same meaning as Section 830 of the California Penal Code.
"Permit" means a document issued by the City of Upland authorizing the permittee to use park facilities."

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"Permittee" means the person, group, entity, corporation, or association to whom a permit is issued and shall include any individual accompanying the person, group, entity, corporation, or association.
"Reserved use" means patrons accessing park amenities such as buildings, playgrounds, picnic areas, athletic facilities, or passive grass areas exclusively (permit required) for one or more occasions.
"Roller skates" or "in-line skates," including Rollerblades, means any shoe, boot or other footwear to which one or more wheels are attached. "Skateboard" means any platform of any composition or size to which two or more wheels four inches or less in diameter are attached, which is intended to be ridden or propelled by one or more persons standing or kneeling upon it, and to which there is not affixed any seat or any other device or mechanism to turn or control the wheels. "Skateboard/skating area" means a public skateboard park as that term is used in California Health and Safety Code Section 115800(d)(1), or any successor provision thereto, and includes any facility, structure or area designated by resolution of the city council as a skateboard/skating area in which skateboarding, in-line skating and/or roller skating is permitted pursuant to the provisions of this Chapter. "Trespass Notice" means a written notice issued by City staff or a peace officer to any person found to be in violation of Section 12.36.030. The trespass notice shall indicate that the person's presence at the specific park facilities without a valid permit is unlawful and require that the person vacate the park facility immediately. "Unmanned Aircraft" means an aircraft without a human pilot onboard, that is controlled from an operator on the ground, and operates without the possibility of direct human intervention from within or on the aircraft. "Vehicle" means any device by which any person or property may be propelled, moved, or drawn, excepting a device moved by human power, including but not limited to cars, trucks, trailers, recreation vehicles, golf carts, all-terrain vehicles (ATV), off-road motor bicycles, motorized scooters, electric bicycles, or other power- driven mobility devices.
"Vehicular Travel" means to move in a given direction or path through a given distance by way of a vehicle.
"Wildlife" means undomesticated animals living in the wild including, but not limited to coyotes, raccoons, deer, opossums, feral cats, geese, ducks, foxes, squirrels, snakes, rats, mice, fish, and turtles.

12.36.030 Reserved use of parks and special events.

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A. Except as provided in this Chapter, and elsewhere in this Municipal Code or the policies adopted in furtherance thereof, use of all Park and park facilities will be based on a first come, first served basis for General Park Use. No Permit is required for this purpose.

B. The use, Exclusive Use, and Reserved Use of Parks and park facilities may be subject to reservation and permit fees and policies, administrative regulations, and procedures including, but not limited to the City's Athletic Facilities Policy, Picnic Area Reservation Policy, Facility Use Policy, and any other Parks use policies that may be adopted by the City Council from time to time.

C. The City Council is authorized to designate by resolution certain Parks within the City that require a Permit to use the park facilities therein. The City Council is authorized to set the amount of fees for these Permits by resolution.

D. All persons desiring to use park facilities in designated Parks must first obtain a Permit pursuant to the provisions of this Chapter and present the Permit to any peace officer or member of City staff upon request.

E. Any person desiring Exclusive Use of park facilities in non-designated Parks may, prior to the use, obtain a Permit pursuant to the provisions of this Chapter. The permittee must present the Permit to any peace officer or member of City staff upon request in order to establish his or her right to Exclusive Use of park facilities.

F. In a designated park, it is unlawful for a person to do any of the following:
a. Occupy or use park facilities without having first obtained a permit issued pursuant to the provisions of this chapter.
b. Occupy or use park facilities at any time other than the date and time specified in the permit issued pursuant to the provisions of this chapter. c. Occupy or use park facilities during the time and date that a Permit issued pursuant to the provisions of this Chapter has been issued to another person. d. Fail to present a valid Permit issued pursuant to the provisions of this Chapter to any requesting peace officer or member of City staff while occupying or using park facilities.

G. In a non-designated park, it is unlawful for any person to interfere with, intrude upon, or use the park facilities specified in a Permit issued pursuant to the provisions of this Chapter belonging to another person during the time and date stated in the Permit.

H. All persons desiring a permit to use facilities at designated or non-designated parks must:

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a. Complete the permit request form provided by the City. b. Present a current form of identification.
c. Pay the required fees and deposits that may be established by resolution of the City Council.

Denials of permit requests shall be in a writing that states the reason(s) for the denial and the procedures for appealing the denial.

I. Any person who violates the provisions of this Section and following issuance of a Trespass Notice, refuses to vacate the Park, designated park, or park facility shall be guilty of a misdemeanor. Nothing in this Section shall be construed to affect, supersede or otherwise prevent private causes of action for trespass or other civil, penal or administrative prosecution for trespass or maintaining a nuisance under state or local statute or ordinance.

12.36.040 Park hours.

The regulation of Park hours is established and set forth in Section 9.04.090 of this Municipal Code.

12.36.050 Park regulations, generally.

A. Firearms, Deadly or Dangerous Weapons, and BB Devices. The use and possession of firearms, deadly or dangerous weapons, and BB devices in Parks and at park facilities is regulated in accordance with Chapter 9.24 of this Municipal Code.

B. Operations of Vehicles
a. Roads for Public Use - The provisions of the California Vehicle Code are applicable in the City parks with respect to any way or place of whatever nature is publicly maintained and open to the use of the public for purposes of vehicular travel.

All violations of such Vehicle Code shall be enforced and prosecuted in accordance with the provisions thereof.
b. Surfaces Other than Roads for Public Use - No person shall drive or otherwise operate a vehicle including golf carts, all-terrain vehicles (ATV), off-road motor bicycles, and similar vehicles in a park upon surfaces other than those maintained and open to the public for purposes of vehicular travel, except upon temporary parking areas as may be designated from time to time by the City Manager, Director, or designee, and further excepting vehicles in the service of the City, animal control vehicles, law enforcement vehicles, and except for Wheel Chairs and Other Power Driven Mobility Devices.
c. The parking of vehicles in Parks is subject to regulation under Subsection 0 of Section 10.36.040 of this Municipal Code.

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C. Unmanned Aircraft and Toy Vehicles
a. Unmanned Aircrafts including, but not limited to drones, model or toy airplanes, helicopters, or similar devices are permitted at all parks. When operating Unmanned Aircraft within parks, no person shall takeoff or land an Unmanned Aircraft under the following circumstances:
i. Outside of the person's visual line of sight.
ii. Within twenty-five (25) feet of another individual, except the operator or the operator's designee.
iii. Within five hundred (500) feet of any City-permitted events open to the public.
iv. With any type of weapon, device, instrument, material, or substance, animate or inanimate, that is used for, or is readily capable of, causing death or serious bodily injury, attached to it. v. In a reckless manner so as to create a substantial risk of serious injury to any person or substantial risk of damage to the property of another.
b. Gas powered remote-controlled vehicles including but not limited to toy or model cars, trucks, watercrafts, and similar toys are prohibited at all Parks and park facilities.

D. Damaging Property
a. It is unlawful and a misdemeanor, subject to punishment in accordance with Section 1.16.010 et seq. of this Code, for any person to damage any Park or park facility amenity.
b. No person shall mark, write upon, paint, deface, pluck, pull up, cut, take, or remove any building, tree, shrub, bush, plant, flower, rock, cage, pen, monument, fence, bench, or other structure apparatus, or property at a Park. c. No person shall build or add or remove features, structures, or buildings at a Park without permit approval through the City.
d. Notwithstanding the above, the prohibitions set forth in this section do not apply to City, animal control, fire, and law enforcement personnel in the pursuit of their duties.

E. Damaging Land. It is unlawful and a misdemeanor, subject to punishment in accordance with Section 1.16.010 of this Code, for any person to cut, dig, or remove any tree, wood, turf, grass, soil, rock, sand, gravel, or fertilizer at any Park or park facility, except by City personnel in pursuit of their duties.

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F. Water. No person shall connect to and retrieve water from any source at a Park including, but not limited to drinking fountains, sprinklers, and fire hydrants, animal control, fire, and law enforcement personnel in the pursuit of their duties.

G. Fires and Fireplaces. No person shall kindle a fire in any Park except in fireplaces provided for that purpose or in barbecues approved by the City Manager, except by permission of the City Manager or designee.

H. Waste Liquids and Refuse. No person shall urinate, defecate, or dispose of items, including but not limited to salt water, biohazardous materials, or other waste liquids, garbage, cans, bottles, papers, or other refuse, in any park or park facility, except that garbage may be disposed of in the waste receptacles provided for that purpose.

I. Smoking Prohibited. Smoking, including, but not limited to, the use of any electronic smoking device, is prohibited in all Parks in accordance with Chapter 9.60 of this Municipal Code.

J. Controlled Substances. The provisions of the California Uniform Controlled Substances Act are applicable in Parks and shall be enforced and prosecuted in accordance with the provisions of such Act. In addition, Chapter 9.48 regulates the use of marijuana within Parks.

K. Alcohol Use and Intoxication. The use of alcohol and intoxication in Parks are regulated under Chapter 9.16 of this Municipal Code.

L. Restrictions Upon Animals in Parks.
a. No person shall cause, permit, or allow any animal owned or possessed by him or her, or any animal in his or her care, custody, or control to be present in any park except:
i. Equine animals being led or ridden under reasonable control upon any bridle path or trail provided for equine purposes;
ii. Equine or other animals which are hitched or fastened at a place expressly designated for such purpose;
iii. Dogs or cats when led by a cord or chain not more than six (6) feet long, or when confined within the interior of a vehicle; iv. Service animals including, but not limited to, specially trained animals that meet the following requirements:

1. Used by blind or disabled persons to aid and guide them;

2. Led by a cord or chain not more than six (6) feet long unless the cord or chain would interfere with the service animal's work or the individual's disability prevents using these devices;
v. Small pets weighing five (5) lbs. or less, which are kept on the person of the possessor at all times;

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vi. Dogs confined in specified off-leash dog areas; vii. In connection with activities authorized in writing by the City Manager or designee;
viii. Fowls or animals turned loose at the direction of the City Manager or designee.
b. The City Manager may prohibit animals in certain posted areas in Parks and park facilities in the interest of public health, safety, comfort, and welfare, or the purpose of habitat protection.
c. Feeding, Harassing, or Hunting Wildlife. It is unlawful and a misdemeanor for any person to hunt, feed, harass, harm, frighten, kill, trap, chase, tease, shoot or throw devices at any animal or bird in any park, nor shall any person remove or have in their possession any wild animals, or the eggs or nest or young of any animal or bird in any Park. This section shall not apply to City, law enforcement, fire district or animal control personnel in their official duties. d. Duty to Care for Animals. It shall be the mandatory duty of all persons owning, possessing, in control of or otherwise responsible for a dog, cat, or an equine animal in any Park or park facility to promptly collect, pick up, and remove all fecal matter left behind by the animal in or upon any park space provided, however this subsection shall not apply to guide dogs for blind or disabled persons or to equine animals on a designated trail. Fecal matter may be disposed of in the appropriate waste receptacles provided therefore in the parks.

M. Amplified Sound in Parks
a. Purpose - The Council enacts this section for the sole purpose of securing and promoting the public health, comfort, safety, and welfare of its citizenry.

While recognizing that certain uses of sound amplifying equipment are protected by constitutional rights of free speech and assembly, the City must reasonably regulate the use of sound amplifying equipment in order to protect the correlative constitutional rights of the citizens of this community to privacy and freedom from the public nuisance of loud and unnecessary sound.
b. It is unlawful for any person to install, use, and operate within a park a loudspeaker or any sound amplifying equipment for the purposes of giving instructions, directions, talks, addresses, or lectures, or of transmitting music to any persons or groups of persons in any park, or in the vicinity of such park, except when installed, used, or operated in compliance with one of the following provisions:
i. By authorized law enforcement or park and recreation personnel; or
ii. Under a reservation or permit issued by the City Manager or designee, and when operated in accordance with terms of such reservation or permit.

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c. Granting or Denial of Permit.
i. In determining whether to grant or deny a permit, the City Manager or designee shall be guided by the following considerations:

1. The constitutional free speech and assembly rights of all persons including the applicant.

2. The possible effects upon the peaceable passage or presence of property.

3. The potential for disorder or unlawful injury to persons or property.

4. The potential invasion of other people's right of privacy.

5. The possible unlawful breach or disturbance of the peace.

6. Any actual conflict with other scheduled park uses or events.
ii. The City Manager or designee shall not deny a permit on the basis of any dislike for or disagreement with the content of any proposed talks, addresses, lectures, or musical presentations.

The City Manager or designee may, however, deny a permit for any such events which are designed for the purpose of advocating imminent lawless conduct.
iii. Power Source for Amplifiers. Amplifiers are permitted in parks and shall be operated only through a power source provided by the City, with a battery, or with a generator as approved by the City Manager or designee.

N. Solicitation in Parks is prohibited in accordance with Section 5.28.050 of this Municipal Code.

O. Professional Filming and Still Photography. Except in the service of the City and authorized by a Director or designee, no person shall photograph, videotape, or film for commercial (profit or sale) purposes in any park or park facility without obtaining a City issued film permit in accordance with Section 17.41.090 of this Municipal Code.

P. Camping and Storage of Personal Property. The camping and storage of personal property within Parks or park facilities is regulated under Chapter 12.46 of this Municipal Code.

12.36.060 Designated skateboard/ skating areas.

The city council may, from time to time, designate by a resolution certain areas as a skateboard/skating area.

12.36.070 Liability in connection with use of skateboard/skating areas.

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The use of any skateboard/skating area is a hazardous recreational activity within the meaning of California Government Code Section 831.7. Subject to the provisions of that code section, the City may not be held liable for an injury incurred by any person participating in any such hazardous recreational activity. Skateboard/skating areas are not regularly supervised and all users assume all risks of injury in utilizing such areas.

12.36.080 Regulations applicable to the use of designated skateboard/skating areas.

A. No person shall skate or skateboard, or otherwise be present within any skateboard/skating areas, at all times other than those established as the hours of operation. Hours of operation shall be posted. The hours are subject to change without prior notice.

B. No person shall use any skateboard/skating area for any use other than skateboarding and skating.

C. Each person using any skateboard/skating area must wear a shirt and proper safety equipment including a helmet, elbow pads and kneepads. All such safety equipment must be functional and protective, properly sized and designed for skating or skateboarding purposes. Soft-sided shoes must be worn by skateboarders.

D. No person shall ride or use any wheeled devices other than roller skates, in- line skates, or skateboards within any skateboard/skating area. Use of any other wheeled devices including, but not limited to, bicycles, scooters, unicycles, go-carts, or wagons is prohibited.

E. No person shall possess or use alcohol or illegal drugs within a skateboard/skating area or in surrounding park areas. Tobacco products are prohibited in the skateboard/skating area.

F. No person shall litter in any skateboard/skating area. All persons using a skateboard/skating area must place any trash created or brought to the skateboard/skating area in refuse containers provided by the city. If the city provides no refuse container, each person shall be responsible for removing and disposing of such items in an appropriate manner.

G. No person shall cause graffiti or tagging in or upon any skateboard/skating area or anywhere in the surrounding park areas.

H. No person shall ride, or permit to be ridden, any skateboard or skates in a skateboard/skating area in a reckless manner or with willful disregard for the safety of persons or property.

I. No person shall skate on the curbs, sidewalk, fences, railings and/or driveway of any city-owned area surrounding or adjoining a skateboard/skating area.

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J. Glass containers or other glass products are prohibited within a skateboard/skating area.

K. No ramps, jumps or other obstacles may be placed in any skateboard/skating area.

L. No skateboard/skating area may be used if any hazardous condition exists, including, but not limited to, inclement weather conditions, and/or significant cracks, breaks or other irregularities in the skating surface of the skateboard/skating area that are visible to the user.

M. All organized events utilizing a skateboard/skating area are prohibited without the prior written approval of the chief of police.

N. No animals are allowed in any skateboard/skating area.

O. Personal stereos, earphones and headphones are prohibited within any skateboard/skating area.

P. The city is not responsible for items which are lost or stolen within any skateboard/skating area.

Q. Any person suffering an injury within a skateboard/skating area must promptly report the injury to the city human resources/risk management department.

12.36.090 Signs required.

In order to provide reasonable notice to the public, signs referring to this Chapter shall be posted in one or more conspicuous areas at or near the entrance to each Park, each skateboard/skating area, and each designated park setting forth the rules and regulations established herein, including prohibited activities and Permit requirements, and stating that any person failing to comply with any provision of this Chapter shall be subject to citation.

12.36.100 Violations, penalties and enforcement.

Any person violating any of the provisions of this Chapter shall be subject to removal from a Park, designated park, park facility, or skateboard/skating area, and such violation shall be punishable as an infraction as provided in Section 1.16.020 of the Upland Municipal Code unless the specific section violated provides for a different punishment."
Section 3. Chapter 12.44 of Title 12 of the Upland Municipal Code is hereby repealed in its entirety.

Section 4. Compliance with California Environmental Quality Act. The City Council finds that this Ordinance is not subject to the California Environmental Quality

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Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

Further, if the activity is deemed a project this City Council finds that this Ordinance is exempt pursuant to Section 15061(b)(3) of the State CEQA Guidelines.

Section 5. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Ordinance or any part thereof is for any reason held to be unconstitutional, invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.

Section 6. Effective Date. This Ordinance shall become effective thirty (30) days from its adoption.

Section 7. Publication. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published in a newspaper of general circulation printed and published within the City of Upland, pursuant to all legal requirements.

PASSED, APPROVED, AND ADOPTED this day of , 2024.

AYES:

NOES:

ABSENT:

ABSTAINED:

ATTEST:

Keri Johnson, City Clerk

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� �p1
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'., _i 6 "The City of Gracious Living" C,,tIFOB,S
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DATE: April 22,2024
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER

MIKE BLAZENSKI,FINANCE CONSULTANT
SUBJECT: AB1600 DEVELOPMENT IMPACT FEE ANNUAL REPORTS RECOMMENDED ACTION:

It is recommended that the City Council receive and file the attached AB 1600 Development Impact Fee annual reports and approve the proposed transfers.

GOAL STATEMENT
The proposed action supports the City's goal of providing fiscal stewardship for the City of Upland.

BACKGROUND
The legal requirements for the enactment of development impact fee programs are set forth in Government Code §§ 66000-66025 (the"Mitigation Fee Act"),the bulk of which were adopted as 1987's AB 1600 and thus are commonly referred to as"AB 1600 requirements." A development impact fee is not a tax or special assessment;by its definition, a fee is voluntary and must be reasonably related to the cost of the service provided by the local agency. A development impact fee must relate to the impact created by development.

On December 7, 1987,using the authority of the Mitigation Fee Act,the City Council adopted Ordinance No. 1414 which provided for park acquisition and development, street and traffic facilities development and storm drain development impact fees to be established to mitigate impacts of development on the community and its infrastructure.

On September 25, 2006, the City Council adopted Resolution No. 5792 which established impact fees based on a Public Facilities Fee Study that calculated fees that represented future development's share of public facilities and capital improvements. In addition to the three existing development impact fees(Park,Traffic and Storm Drain),fees for General,Fire,Police,Water and Sewer were established. These fees took effect in 2007.

In addition to the five new development impact fees,the City Council also authorized fees to be collected under the 1975 Quimby Act(California Government Code§66477),which has slightly different reporting requirements.

On December 12,2022,the City Council received and filed financial reports on the collection and use of Quimby Fees for the period of FY 2006/07 through FY 2021/22. Subsequently,any action including the use of Quimby Fees going to Council for approval has included reporting on anticipated future use of available funds.

ISSUES AND ANALYSIS
The City is required to report each year on the activity of Development Impact Fees(DIF)as required by Government Code 66006(b). After approval,the report is to be posted on the City's website.

Since City Council established three Development Impact Fees in 1987 and an additional five in 2006,City staff have not provided the public with a schedule specifying how,when and where the Development Impact Fees collected have been used.

For years, staff have attempted to unwind and report the Development Impact Fees. Difficulties encountered have included the number of years that have passed without reporting,the comingling of eight DIF balances(and Quimby Fees) in five funds, and transactions occurring in the past without descriptions that make it easy to understand the intent. The comingling of DIF accounts was one of the most time-consuming elements of reporting DIF balances.

The Police and Fire DIF accounts were contained within the General DIF. In addition,Parks DIF and Quimby Fees

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were also comingled. Sewer and Water DIF's were recorded in the Sewer and Water operating funds. The City is in the process of setting up new funds for these DIF's. New accounts will be established for Park DIF to separate from the existing Fund 421 which primarily includes Quimby balances.Police DIF will be established as a standalone fund, separating its balance from General DIF. Fire DIF will not be separated out currently, as it expired in 2017 with the City's transfer of Fire Department services to the County. Water DIF balances will be separated from the Water Fund and Sewer DIF will be separated for the Sewer Fund. The Water and Sewer DIF will be combined with the Water and Sewer Funds for Annual Comprehensive Financial Report purposes,but be recorded in a separate fund for easier tracking.

The annual reports for Fiscal Years Ended June 30, 2007 through June 30,2023,are attached to this staff report. In order to prepare these reports,a number of corrections were required. A number of transactions were not reported in the appropriate fund. That cleanup effort requires a number of adjustments that are being recommended in conjunction with this agenda item. While the adjustments below relate to prior fiscal years, as those years have all been closed, adjustments and necessary transfers will be posted to the current fiscal year and dated 7/1/23.

Net Adjustments to Funds(excludes establishing new DIF Funds):

Fund Amount Effect
General DIF(Fund 420) ($1,526,532.12) Decrease in Fund Balance Parks/Quimby(Fund 421) ($436,084.50) Decrease in Fund Balance Storm Drain DIF(Fund 422) ($2,274,600.57) Decrease in Fund Balance Traffic DIF(Fund 423) ($989,684.28) Decrease in Fund Balance Sewer Fund $5,398.23 Increase in Fund Balance Water Fund $2,302.05 Increase in Fund Balance New Development Impact Fee Funds:

Established Fund Amount Contributing Fund
Police DIF $938,759.55 General DIF(Fund 420)
Park DIF $672,450.34 Parks/Quimby(Fund 421) Sewer DIF $517,077.90 Sewer Fund(Fund 645)
Water DIF $190,831.18 Water Fund(Fund 640)
Development Impact Fees Payable:

Receiving Fund Amount Contributing Fund
Fire DIF $318,428.69 General DIF(Fund 420)
Park DIF $73,456.00 Parks/Quimby(Fund 421) Additions/(Charges)to other funds for corrections:

Fund Amount Effect
General Fund(Fund 101) ($484,204.86) Decrease in Fund Balance General Capital Projects(Fund 425) $4,748,615.96 Increase in Fund Balance The effect of the reconciliation of all the DIF accounts has an adverse effect on the General Fund of$484,204.86,but a positive effect on the General Capital Projects Fund of$4,748,615.96. The primary funding of the General Capital Projects Fund is the General Fund. An example of this is action that the City Council took on March 11, 2024, in conjunction with the Mid-Year Budget Review,to transfer$1,325,000 from the General Fund to the General Capital Projects Fund for three capital projects — the PD Air Handlers ($500,000), the Library HVAC Replacement ($450,000),and the Citywide Facilities Electrification Master Plan for Electric Vehicles($375,000).

Now that DIF is reconciled,and with the knowledge that the General Capital Projects Fund had capacity to afford the three projects that the General Fund transferred$1,325,000 for in conjunction with the Mid-Year Budget Review,in addition to the above entries necessary to reconcile DIF,staff proposes one additional transfer to unwind the General Fund's contribution to the General Capital Projects Fund in March 2024. This final transfer would transfer$500,000 for the PD Air Handlers back to the General Fund and transfer$825,000 for the Library HVAC Replacement and the Citywide Facilities Electrification Master Plan to the UAL and Employee Benefits Internal Service Fund(Fund 755).

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The three capital projects would then be appropriated with available fund balance in the General Capital Projects Fund.

ENVIRONMENTAL DETERMINATION
The proposed action is to receive and file the financial report and approve budget transfers and is not subject to the California Environmental Quality Act(CEPA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a"project"and thus is exempt.

FISCAL IMPACTS
The budget transfers to establish four new Development Impact Fee Funds, and correct errors made in prior fiscal years are detailed within the staff report. In addition,a budget transfer from the General Capital Projects Fund to the General Fund and UAL and Employee Benefits Internal Service Fund are detailed within. The net effect of the budget transfers results in a decrease to DIF Funds, and increases to the General Fund of$15,795.14, the General Capital Projects Fund of$3,423,615.96,and the UAL and Employee Benefits Fund of$825,000.

ALTERNATIVES
Provide alternative direction to staff.

CEQA:Not a Project

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CITY OF UPLAND

ANNUAL DEVELOPMENT IMPACT
FEE REPORT (AB1600)
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Page 314 of 357 ends

CITY OF UPLAND
Annual Development Impact Fee Report
Fiscal Years June 30, 2007,through June 30, 2023
Background
The Mitigation Fee Act,Government Code Section 66000 et seq., (the Act)governs the establishment and administration of development impact fees paid by new development projects for public facilities needed to serve new development. Fees must be separately accounted for and used for the specific purpose for which the fee was imposed. The City's adopted development impact fees are listed in this report. Expenditures are authorized through the annual Operating Budget and the City's Capital Improvement Program.

The Act requires an annual review of all development impact fees as defined in the Act and to make a public report on the fees available to the public after the end of each fiscal year. Government Code Section 66006(b)(2) requires the report to be placed on an agenda for review at a public meeting not less than 15 days after the report is made available to the public.

The report is organized as follows:

First is a description of the Development Impact Fee and its purpose.

Second is a schedule of the current rate of charges for various types of development impact fees by type of project currently in effect.

Lastly is a yearly summary for all the fees collected, the interest earned, and the expenditures incurred immediately followed by the individual projects incurred for that fiscal year. These summaries and project expenditure detail are included by year from fiscalyearJune 30,2007 through fiscal year June 30, 2023.

Page 315 of 357 ends

CITY OF UPLAND
AB1600 Development Impact Fee Report
For Fiscal Years June 30,2007,through Fiscal Year June 30,2023 Description of Development Impact Fee Purpose
General Government
The purpose of the fee is to ensure that new development funds its share of general facilities. The City will use fee revenues to expand general facilities to accommodate new development. General government facilities include, but are not limited to, government administrative offices (e.g. City Hall), city-owned vehicles, and city storage facilities. A fee schedule is based on the cost of these facilities to ensure that new development provides adequate funding to meet its needs.

Fire Facilities
The purpose of the fee is to provide for the need of fire stations, equipment, and related facilities to accommodate new development in the City of Upland.

Police Facilities
The purpose of this development impact fee is to ensure that new development funds its fair share of police facilities. Animal control facilities are included in the calculation of the police facilities fee.

Park Facilities& Parkland Dedication
The purpose of the park facilities and parkland dedication fee is to ensure that new residential development funds its fair share of park facilities. The City uses the revenues to expand park facilities to serve new development. There are two separate fees based on Quimby Act (previously reported) and the Mitigation Fee Act. The City collects the fee based on a standard 3.0 acres per 1,000 residents if the development is subject to the Quimby Act land dedication requirement (any residential subdivision.) For all other development(e.g. residential development on single lots),the City collects based on the existing standard through the Mitigation Fee Act. The City only collects on one of the two fees from a single project depending on which was applicable.

Transportation
The purpose of fee is to provide for the need for transportation facilities to accommodate new development in the Cityof Upland. These fees are to pay for the City of Upland's fair share of regional transportation costs in the San Bernardino Associated Governments (SANBAG) Congestion Management Program. The nexus between the facilities and new development is documented in the SANBAG Development Mitigation Nexus Study Report.

Water
The purpose of the fee is to provide for water facilities to accommodate growth with the City of Upland. This fee is related to the relationship between new development and water fee that funds water facilities that serve new development.

Page 316 of 357 ends

Sewer
The purpose of the fee is to provide for sewer facilities to accommodate growth with the City of Upland. This fee is related to the relationship between new development and sewer fee that funds sewer facilities that serve new development.

Storm Drain Facilities
The purpose of the fee is to provide for storm facilities to accommodate growth with the City of Upland. This fee is related to the relationship between new development and storm drain fee that funds storm facilities that serve new development.

The fees for each of the preceding development impacts are summarized on the Development Impact Fee Table included in this report. These fees were established in 2006, implemented in 2007, and have not been amended since.

Page 317 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2023
Annual
Project Description Expenditures
General Facilities
(None)
Police
Men's Locker Improvement $ 344
Fire (Fire transferred to County)
Storm Drains
Arrow Highway Storm Drain Improvement $ 212 Storm replacements $ 798
Euclid Storm Drain D to 18th $ 1,160
Campus Ave Storm Drain 59_
Storm Drains sub-total $ 2,229
Water
13th Reconstruct Euclid to Campus $ 39
Sewer
CW Sewer Rehab $ 730
Sewer Master Plan 118,183
CW Sewer Rehab 64,460
CW Sewer Rehab 127,041
Dewey Sewer System-Harvest 126,559
Sewer sub-total $ 436,973
Street&Traffic Facility Development
1-10&Euclid Interchange $ 161,473
1-10&Monte Vista 58
Traffic Signal Upgrades 19/20 91
Street&Traffic Facility Development sub-total $ 161,622 Park Acquisition&Development
(None)
Total Projects Costs $ 601,206

Page 318 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2023
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2022 Impact Fees Interest Miscellaneous Expenditures June 30,2023 General $ 309,652 $ 46,865 $ (3,217) $ (21,325) $ 331,975 Police 915,852 42,601 (19,350) 344 938,760 Fire (0) (0)
Storm Drains 2,723,635 381,495 (7,319) (57,875) 2,228 $ 3,037,708 Water - 190,870 39 190,831 Sewer 779,488 174,562 436,973 517,078 Street&Traffic Facility Development 276,790 191,580 12,637 161,622 319,386 Park Acquisition&Development 629,776 43,977 (1,303) 672,450 $ 5,635,193 $ 1,071,951 $ 798 $ (98,550) $ 601,205 $ 6,008,187

Page 319 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2022
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2021 Impact Fees Interest Miscellaneous Expenditures June 30,2022 General $ 344,123 $ 54,756 $ (89,227) $ 309,652 Police 866,152 54,083 4,383 915,852 Fire (0) (0)
Storm Drains 2,730,088 201,427 (200,612) 7,268 2,723,635 Water 41,495 235,331 483,383 760,209 - Sewer 659,706 119,782 779,488
Street&Traffic Facility Development 577,360 143,505 (67,425) 376,649 276,791 Park Acquisition&Development 584,836 71,476 (26,535) 629,776 Quimby
$ 5,803,759 $ 880,360 $ (383,800) $ 483,383 $ 1,148,509 $ 5,635,193

Page 320 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2022
Annual
Project Description Expenditures
General Facilities
(None)
Police
Vehicles $ 4,383
Fire (Fire transferred to County)
Storm Drains
SP/PE Trail Storm Drain $ 6,654
Arrow Hwy Storm Drain Improv-Benson-FRWD 614
$ 7,268
Water 13th reconstruct Euclid to Campus $ 760,209 Sewer (None)
Street&Traffic Facility Development
1-10 Euclid interchange $ 87
1-10 Monte Vista interchange 360,362
13th Street Signal Upgrade 16,201
Street&Traffic sub-total $ 376,649
Park Acquisition&Development
(None)
Total Projects Costs $ 1,148,510

Page 321 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2021
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2020 Impact Fees Interest Miscellaneous Expenditures June 30,2021 General $ 163,308 $ 181,107 $ (292) $ 344,123 Police 930,317 164,642 228,807 866,152 Fire (0) (0)
Storm Drains 2,061,007 786,516 (675) 116,760 2,730,088 Water 227,695 690,512 876,712 41,495 Sewer 468,343 337,648 146,285 659,706 Street&Traffic Facility Development 1,657,886 464,484 (3,818) 1,541,192 577,360 Park Acquisition&Development 574,186 10,700 (50) 584,836 Quimby
$ 6,082,740 $ 2,635,609 $ (4,835) $ - $ 2,909,756 $ 5,803,759

Page 322 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2021
Annual
Project Description Expenditures
General Facilities
(None)
Police Vehicles $ 228,807
Fire (Fire transferred to County)
Storm Drains
SP/PE Trail Storm Drain $ 115,585
Arrow Hwy Storm Drain Improvements Benson-FRWD 1,175 Storm Drain sub-total $ 116,760
Water
7th Street Water Main $ 874,262
13th reconstruct Euclid to Campus 2,450
Water sub-total $ 876,712
Sewer CW Sewer Rehab $ 146,285
Street&Traffic Facility Development
1-10 Euclid Interchange $ 463,209
1-10 Monte Vista Interchange 1,045,292
13th Street Signal Upgrade 32,691
Street&Traffic sub-total $ 1,541,192
Park Acquisition&Development
(None)
Total Project Costs $ 2,909,756

Page 323 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2020
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2019 Impact Fees Interest Miscellaneous Expenditures June 30,2020 General $ (97,526) $ 210,269 $ 50,564 $ 163,308 Police 677,074 253,243 930,317
Fire (0) (0)
Storm Drains 1,489,706 487,707 104,077 20,483 2,061,007 Water - 611,690 383,995 227,695 Sewer 184,031 301,756 17,444 468,343 Street&Traffic Facility Development 1,188,609 401,528 67,749 - 1,657,886 Park Acquisition&Development 273,038 286,108 15,040 574,186 Quimby
$ 3,714,931 $ 2,552,301 $ 237,430 $ - $ 421,922 $ 6,082,740

Page 324 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2020
Annual
Project Description Expenditures
General Facilities
(None)
Police (None)
Fire (Fire transferred to County)
Storm Drains
Storm Drain Replacements $ 5,030
Euclid Storm D to 18th 210
SP/PE Trail Storm Drain 15,243
Storm Drain sub-total $ 20,483
Water
3rd Ave Water Main Replacement-A to 11th $ 70,825 13th reconstruct Euclid to Campus 4,050
9th St.WM Improvements 3rd to Campus 309,120
Water sub-total $ 383,995
Sewer
CW Sewer Rehab $ 17,234
CW Sewer Rehab 210
Sewer sub-total $ 17,444
Street&Traffic Facility Development
(None)
Park Acquisition&Development
(None)
Total Project Costs $ 421,922

Page 325 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2019
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2018 Impact Fees Interest Miscellaneous Expenditures June 30,2019 General $ (190,186) $ 64,648 $ 28,012 $ (97,526) Police 549,766 127,308 677,074
Fire (0) (0)
Storm Drains 1,492,159 166,575 72,067 241,095 1,489,706 Water 1,039,618 422,174 208,799 1,670,591 - Sewer 51,321 310,060 177,350 184,031 Street&Traffic Facility Development 847,349 298,194 43,114 48 1,188,609 Park Acquisition&Development (305,126) 576,612 5,376 3,824 273,038 $ 3,484,900 $ 1,965,571 $ 148,570 $ 208,799 $ 2,092,908 $ 3,714,931

Page 326 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2019
Annual
Project Description Expenditures
General Facilities
(None)
Police (None)
Fire (Fire transferred to County)
Storm Drains
DDA/OPA Commercial Develop Reimbursement Basin A&B $ 157,725 Storm Drain Replacements 83,370
Storm Drain sub-total $ 241,095
Water
3rd Ave.Water Main Repl-A to 11th $ 1,063,394 9th St.WM Improv.3rd to Campus 607,196
Water sub-total $ 1,670,591
Sewer CW Sewer Rehab $ 177,350
Street&Traffic Facility Development
13th Street Signal Upgrade $ 48
Park Acquisition&Development
Magnolia Rec Center Roof Repair $ 3,824
Total Project Costs $ 2,092,908

Page 327 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2018
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2017 Impact Fees Interest Miscellaneous Expenditures June 30,2018 General $ (368,505) $ 164,094 $ 14,225 $ (190,186) Police 403,461 146,304 549,766
Fire (0) (0)
Storm Drains 708,664 745,366 38,176 47 1,492,159 Water 562,084 486,581 9,047 1,039,618 Sewer - 321,421 270,100 51,321
Street&Traffic Facility Development 1,009,857 554,126 20,629 737,263 847,349 Park Acquisition&Development (364,358) 138,364 79,132 (305,126) Quimby
$ 1,951,203 $ 2,556,256 $ 73,030 $ - $ 1,095,589 $ 3,484,900

Page 328 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2018
Annual
Project Description Expenditures
General Facilities
(None)
Police (None)
Fire (Fire transferred to County)
Storm Drains
Storm Drain Replacements $ 47
Water
7th Street Water $ 563
13th reconstruct Euclid to Campus 2,000
9th St WM improvements 3rd to Campus 2,581 3rd Ave Water Main Replacement-A to 11th 3,904 Water sub-total $ 9,047
Sewer
CW Sewer Rehab $ 270,100
Street&Traffic Facility Development
Foothill&Grove Traffic Signal Upgrades $ 116,772 1-10&Euclid Interchange 315,045
Reimbursement SBCTA-Foothill (399,945)
1-10&Monte Vista 705,391
Streets&Traffic sub-total $ 737,263
Park Acquisition&Development
Magnolia Rec Center Roof Repair $ 79,132
Total Project Costs $ 1,095,590

Page 329 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2017
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2016 Impact Fees Interest Miscellaneous Expenditures June 30,2017 General $ (563,633) $ 189,856 $ 5,272 $ (368,505) Police 231,038 172,424 403,461
Fire (111,581) 111,580 (0)
Storm Drains (12,238) 708,148 12,937 183 708,664 Water 30,961 553,617 22,494 562,084 Sewer - 266,255 94,434 360,689 - Street&Traffic Facility Development 261,869 586,508 11,645 150,000 165 1,009,857 Park Acquisition&Development (312,799) 115,352 166,911 (364,358) Quimby
$ (476,383) $ 2,703,740 $ 29,854 $ 244,434 $ 550,442 $ 1,951,203

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City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2017
Annual
Project Description Expenditures
General Facilities
(None)
Police (None)
Fire (Fire transferred to County)
Storm Drains
Storm Drain Replacements $ 183
Water
7th Street Water Main $ 1,632
22nd St Recon (Mountain to Euclid) 20,862
Water sub-total $ 22,494
Sewer
C/W Trenchless Swr Rehab&CCTV $ 570
CW Sewe Rehab 8,537
CW Sewe Rehab 544
Update Sewer Model 351,039
Sewer sub-total $ 360,689
Street&Traffic Facility Development
Foothill&Grove Traffice Signal $ 165
Park Acquisition&Development
Memorial Park Chain Link Fence $ 144,412
Magnolia Rec Center Roof Repair 2,529
Misc Park Improvements 19,971
Parks sub-total $ 166,911
Total Project Costs $ 550,443

Page 331 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2016
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2015 Impact Fees Interest Miscellaneous Expenditures June 30,2016 General $ (665,394) $ 98,541 $ 3,193 $ (28) $ (563,633) Police 141,610 89,428 231,038
Fire (162,343) 50,763 (111,581) Storm Drains 384,538 281,242 7,939 685,957 (12,238) Water - 354,902 323,941 30,961
Sewer - 163,893 118,886 282,779 - Street&Traffic Facility Development (486,174) 144,611 4,683 666,982 68,233 261,869 Park Acquisition&Development (323,190) 10,700 309 (312,799) Quimby
$ (1,110,953) $ 1,194,079 $ 15,815 $ 785,868 $ 1,361,191 $ (476,383)

Page 332 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2015
Annual
Project Description Expenditures
General Facilities
Genera Plan refund $ (28)
Police (None)
Fire (None)
Storm Drains
CFD 2003-21A#1 Reimburse Developer For Storm Drain $ 663,342 Storm Drain W/O Benson Cross 16th 22,615
Storm Drain sub-total $ 685,957
Water
Mountain WM 9th to Foothill $ 249,038
7th Street Water Main 13,034
14th St Rehab(Euclid-Campus) 30,828
22nd St Recon (Mountain to Euclid) 31,040
Water sub-total $ 323,941
Sewer
CW Trenchless Swr Rehab&CCTV $ 282,779
Street&Traffic Facility Development
Foothill&Grove Traffic Signal Upgrades $ 68,233 Park Acquisition&Development
Magnolia Rec Center Roof Repair $ 80
Misc Park Improvements 229
Parks sub-total $ 309
Total Project Costs $ 1,361,191

Page 333 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2015
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2014 Impact Fees Interest Miscellaneous Expenditures June 30,2015 General $ (633,237) $ 98,691 $ 187 $ 131,035 $ (665,394) Police 51,514 90,096 141,610
Fire (212,535) 50,192 (162,343) Storm Drains 102,723 276,378 5,437 384,538 Water 47,133 400,262 121,377 568,772 - Sewer - 172,310 83,319 255,629 - Street&Traffic Facility Development (651,671) 164,038 1,459 (486,174) Park Acquisition&Development (317,790) 32,100 37,500 (323,190) Quimby
$ (1,613,863) $ 1,284,067 $ 7,083 $ 204,696 $ 992,936 $ (1,110,953)

Page 334 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2015
Annual
Project Description Expenditures
General Facilities
General Plan $ 131,035
Police (None)
Fire (None)
Storm Drains
(None)
Water
Mountain WM-9th to Foothill $ 568,654
7th Street Water Main 118
Water sub-total $ 568,772
Sewer
CW Trenchless Swr Rehab&CCTV $ 238,770
CW Trenchless Swr Rehab&CCTV 16,859
Sewer sub-total $ 255,629
Street&Traffic Facility Development
(None)
Park Acquisition&Development
Playground Safety surface rehab $ 32,700
Misc Park Improvements 4,800
Parks sub-total $ 37,500
Total Project Costs $ 992,936

Page 335 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2014
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2013 Impact Fees Interest Miscellaneous Expenditures June 30,2014 General $ (534,578) $ 24,127 $ 122,785 $ (633,237) Police 29,568 21,946 51,514
Fire (227,917) 15,381 (212,535) Storm Drains (10,767) 141,738 919 29,167 102,723 Water - 123,721 76,588 47,133
Sewer 18,360 88,153 226,896 333,409 - Street&Traffic Facility Development (571,396) 102,207 9 182,491 (651,671) Park Acquisition&Development (310,467) 21,400 28,723 (317,790) Quimby
$ (1,607,197) $ 538,673 $ 928 $ 226,896 $ 773,163 $ (1,613,863)

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City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2014
Annual
Project Description Expenditures
General Facilities
General Plan $ 121,186
Lighting Utilities 1,599
General Facilities sub-total $ 122,785
Police (None)
Fire (None)
Storm Drains
Storm Drain Replacements $ 2,121
Storm Drain Master Plan 230
Foothill Blvd SD (Airport to 700) 26,700
Storm Drain W/O Benson Cross 16th 115
Storm Drain sub-total $ 29,167
Water
Mountain WM-9th to Foothill 76,405
7th Street Water Main 183
Water sub-total $ 76,588
Sewer
Foothill Blvd Sewer Improvements $ 1,748
Citywide SM Replacements 12/13 Hydrolic 1,013 CW Trenchless Swr Rehab&CCTV 320,784
CW Trenchless Swr Rehab&CCTV 9,863_
Sewer sub-total $ 333,409
Street&Traffic Facility Development
Foothill Rehab Monte Vista to Central $ 182,491 Park Acquisition&Development
Memorial Park PH IV SB Field&Plaza $ 691 Playground Safety surface rehab 28,032
Parks sub-total $ 28,723

Page 337 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2013
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2012 Impact Fees Interest Miscellaneous Expenditures June 30,2013 General $ (169,313) $ 17,857 $ (164) $ 382,959 $ (534,578) Police 13,330 16,238 29,568
Fire (240,099) 12,182 (227,917) Storm Drains 308,765 280,643 2,200 602,375 (10,767) Water - 112,409 241,587 353,996 - Sewer 285,944 151,202 - 418,786 18,360 Street&Traffic Facility Development 374,217 87,659 2,245 1,035,517 (571,396) Park Acquisition&Development (331,643) 21,400 224 (310,467) Quimby
$ 241,201 $ 699,591 $ 4,281 $ 241,587 $ 2,793,857 $ (1,607,197)

Page 338 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2013
Annual
Project Description Expenditures
General Facilities
General Plan $ 378,618
Lighting&Street Lights-Lewis 3,465
Utilitlies-Jeffrey 876
General Facilities sub-total $ 382,959
Police (None)
Fire (None)
Storm Drains
Storm Drain Replacements $ 5,931
Foothill Storm Drain (Airport to 700) 596,444
Storm Drain sub-total $ 602,375
Water
Pine Street Water Main&Services 325,798
Diamond Court/Vallejo Way 24,615
Mountain WM-9th to Foothill 3,244
7th Street Water Main 339
Water sub-total $ 353,996
Sewer
C/W Trenchless Swr Rehab&CCTV $ 348,236
Foothill Blvd Sewer Improvements 70,549
Sewer sub-total $ 418,786
Street&Traffic Facility Development
Signal Conversion $ 41,885
Foothill Rehab Monte Vista to Central 993,632
Street&Traffic sub-total $ 1,035,517
Park Acquisition&Development
Magnolia Rec Center Roof Repair $ 224
Total Projects Costs 2,793,856

Page 339 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2012
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2011 Impact Fees Interest Miscellaneous Expenditures June 30,2012 General $ (82,072) $ 13,916 $ 2,550 $ 103,706 $ (169,313) Police (0) 12,641 (689) 13,330 Fire (250,010) 7,622 (2,289) (240,099) Storm Drains 286,995 453,952 14,971 447,153 308,765 Water - 135,610 488,076 623,686 - Sewer - 428,462 142,518 285,944 Street&Traffic Facility Development 404,051 27,095 11,638 68,567 374,217 Park Acquisition&Development (311,369) 20,275 (331,643) Quimby
$ 47,595 $ 1,079,298 $ 29,159 $ 488,076 $ 1,402,927 $ 241,201

Page 340 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2012
Annual
Project Description Expenditures
General Facilities
General Update $ 90,844
Lighting&Street Lights-Lewis 11,269
Utilitlies-Jeffrey 1,593
General Facilities sub-total $ 103,706
Police Refund AP Shor-line Excise Tax $ (689) Fire Fire Station IV Construction $ (2,289) Storm Drains
CFD 2003-2 IA-Reimb Developer for Storm Drain $ 438,813 Storm Drain Master Plan 866
Foothill Storm Drain 7,475
Storm Drain sub-total $ 447,153
Water
Pine Street Water Main&Services 6,939
Redding Way 11th to Foothill 181,894
Diamond Court/Vallejo Way 127,206
Drake Water Main Replacements 156,931
Hervey Water Main Replacements 150,717
Water sub-total $ 623,686
Sewer
Update Sewer Model $ 1,162
C/W Trenchless Sewer Rehab&CCTV 136,162
Football Blvd Sewer Improvements 5,194
Sewer sub-total $ 142,518
Street&Traffic Facility Development
Signal Conversion $ 39,763
Arrow Hwy Euclid to San Bernardino 28,464
Arrow RTW Widening 340
Street&Traffic sub-total $ 68,567

Page 341 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2012
Annual
Project Description Expenditures
Park Acquisition&Development
Memorial Park PH IV SB Field&Plaza $ 10,659 Musco Controller Inst-Flowers Field SanAntonio-otr Sery 9,616 Park sub-total $ 20,275
Total Project Costs $ 1,402,927

Page 342 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2011
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2010 Impact Fees Interest Miscellaneous Expenditures June 30,2011 General $ 68,907 $ 44,726 $ 12,138 $ 207,843 $ (82,072) Police (39,012) 40,629 1,617 (0) Fire (246,911) 22,040 25,139 (250,010) Storm Drains 115,403 219,356 21,226 68,990 286,995 Water 61,780 207,670 108,215 377,665 - Sewer - 118,765 379,478 498,243 - Street&Traffic Facility Development 447,376 197,622 19,251 260,198 404,051 Park Acquisition&Development (235,448) 18,515 94,436 (311,369) Quimby
$ 172,095 $ 869,323 $ 52,615 $ 487,693 $ 1,534,131 $ 47,595

Page 343 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2011
Annual
Project Description Expenditures
General Facilities
Misc-Reimburse General Plan $ (25,000)
General Plan 220,010
Lighting&Street Lights-Lewis 11,252
Utilitlies-Jeffrey 1,581_
General Facilities sub-total $ 207,843
Police Animal construction $ 1,617
Fire Fire Station IV construction $ 25,139 Storm Drains
Storm Drain Replacements $ 38,322
Euclid Storm Drain D to 18th 515
Storm Drain Master Plan 30,154
Storm Drain sub-total $ 68,990
Water
San Antonio-Border to 8th $ 338,879
Drake Water Main Replacement 23,034
Hevery Water Main Replacement 15,753
Water sub-total $ 377,665
Sewer
Transfer out Arrow Euclid to San Bernardino $ 213,730 C/W Trenchless Sewer Rehab 2,436
Update Sewer Model 77,098
Arrow Hwy Relief Sewer 5th to 6th 3,016
C/W Trenchless Sewer Rahan&CCTV 28,391
San Antonio-City Lmt to 8th 173,572
Sewer sub-total $ 498,243
Street&Traffic Facility Development
Arrow RTW Widening $ 42,691
Arrow Hwy Euclid to San Bernardino 179,547
Signal Conversion 37,961

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City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2011
Annual
Project Description Expenditures
Street&Traffic sub-total $ 260,198
Park Acquisition&Development
Memorial Park PH IV SB Field&Plaza $ 38,307 Musco Controller Inst-Flowers Field San Antonio-otr Sery 9,254 Playground Safety surface rehab 36,540
Magnolia Park lounge&HVAC 10,335
Parks sub-total $ 94,436
Total Project expenditures $ 1,534,132

Page 345 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2010
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2009 Impact Fees Interest Miscellaneous Expenditures June 30,2010 General $ 1,426,638 $ 8,575 $ 116,217 $ (1,232,410) $ 250,113 $ 68,907 Police (25,302) 7,794 1,232,410 1,253,914 (39,012) Fire 774,985 5,419 855,289 1,882,604 (246,911) Storm Drains (42,875) 225,142 23,665 90,529 115,403 Water - 65,262 3,482 61,780
Sewer - 57,730 1,040,628 1,098,358 - Street&Traffic Facility Development 362,185 231,508 21,877 168,194 447,376 Park Acquisition&Development (494,890) 393,984 134,541 (235,448) Quimby
$ 2,000,741 $ 995,413 $ 161,759 $ 1,895,917 $ 4,881,735 $ 172,095

Page 346 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2010
Annual
Project Description Expenditures
General Facilities
Transfer for FY09 expense from Fund 980 $ (27,302) General Plan 264,692
Lighting&Street Lights-Lewis 11,188
Utilitlies-Jeffrey 1,535
General Facilities sub-total $ 250,113
Police
Animal Shelter donations $ (276,000)
Transfer from RDA (1,040,000)
Animal Shelter construction 2,569,914
Police sub-total $ 1,253,914
Fire
Fire Station IV Construction 1,737,645
From Fund 420 to General Fund-fire lease payment 144,959 Fire sub-total $ 1,882,604
Storm Drains
19th St.Channel Restore $ 855
Storm Drain Replacements 12,876
Storm Drain SCE ROW S/O 16th 85
Euclid Storm Drain D to 18th 1,210
Storm Master Plan 75,503
Storm Drains sub-total $ 90,529
Water
Drake Water Main Replacement $ 1,911
Hervey Water Main Replacement 1,571
Water sub-total $ 3,482
Sewer
C/W Trenchless Sewer Rehab 823,689
Relief Sewers Various Locations 224,502

Page 347 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2010
Annual
Project Description Expenditures
Update Sewer Model 49,818
Arrow Hwy Relief Sewer 5th to 6th 349
Sewer sub-total $ 1,098,358
Street&Traffic Facility Development
Signal Conversion $ 144,558
Arrow Hwy-Euclid to San Bernardino 10,698
Signal Connect&Coordination 2,731
13th&San Antonio Signal 301
Arrow RTW Widening 8,635
Campus&8th Signal 712
Campus&9th Signal 559
Street&Traffic sub-total $ 168,194
Park Acquisition&Development
Memorial Park PH IV SB Field&Plaza $ 132,349 San Antonio Park PH IV W Landscape 2,192
Parks sub-total $ 134,541

Page 348 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2009
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2008 Impact Fees Interest Miscellaneous Expenditures June 30,2009 General $ 2,793,190 $ 10,032 $ 343,657 $ (1,250,000) $ 470,240 $ 1,426,638 Police 1,749,989 9,121 1,250,000 3,034,411 (25,302) Fire 4,020,701 14,581 3,260,297 774,985 Storm Drains (117,712) 406,998 39,428 371,589 (42,875) Water - 81,797 345,148 426,945 - Sewer - 231,305 715,990 947,295 - Street&Traffic Facility Development 402,392 400,959 33,830 474,996 362,185 Park Acquisition&Development (890,218) 519,156 97,733 221,561 (494,890) Quimby
$ 7,958,341 $ 1,673,949 $ 416,915 $ 1,158,871 $ 9,207,335 $ 2,000,741

Page 349 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2009
Annual
Project Description Expenditures
General Facilities
Transfer in from RDA $ (390,251)
Lighting&Street Lights-Lewis $ 4,215
Utilitlies-Jeffrey $ 13,755
General Plan 842,522
General Facilities sub-total $ 470,240
Police
Transfer in from 422 Animal Shelter $ (42,875) Transfer in from 423 Animal Shelter (40,557)
Transfer in from 640-Animal Shelter (20,867)
Transfer in from Storm Drain DIF for Animal Shelter (28,500) Transfer in from Water for Animal Shelter (185,850) Transfer in from Solid Waste for Animal Shelter (44,000) Transfer in from Sewer for Animal Shelter (194,480) From RDA for Animal Shelter (2,000,000)
Animal Shelter Construction 5,591,541
Police sub-total $ 3,034,411
Fire
Transfer in from 422-Fire Station IV $ (34,995) Transfer in from 423-Fire Station IV (44,942) Transfer in from 640-Fire Station IV (12,958) Fire Statiion Construction 3,353,191
Fire sub-total $ 3,260,297
Storm Drains
Transfer to Fund 420 Animal Shelter/Fire Station Storm Drain Expenditures $ 106,370 19th St Channel Restore 669
Storm Drain Replacements 8,995
Storm Drain SCE ROW S/O 16 7,274
Storm Drain Master Plan 57,763
San Antonio Storm Drain Arrow Foothill 190,518 Storm Drains sub-total $ 371,589
Water
Transfer to Animal Shelter&Fire $ 33,826
11th St.Water Main Relocate Dwy-Benson 393,119

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City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2009
Annual
Project Description Expenditures
Water sub-total $ 426,945
Sewer
Transfer Out to 9th St Sewer Central to Vista $ 413,033 Transfer out to Animal Shelter 194,480
C/W Trenchless Sewer Rehab 101,591
Relief Sewers Various Locations 913
Update Sewer Model 59,395
11th St Reconst&Underground 177,883
Sewer sub-total $ 947,295
Street&Traffic Facility Development
Benson&15 Signal $ 61,706
Signal Connect and Coordination 20,488
13th&San Antonio Signal 1,123
Campus&11th Signal 200,925
Benson&9th Signal Modification 53,053
Benson&11th Signal Modification 52,203
Transfer to Fire station IV-Signal Extension 44,942 Transfer to Animal Shelter Street Expansion 40,557 Street&Traffic sub-total $ 474,996
Park Acquisition&Development
Memorial Park PH IV SB Field&Plaza $ 185,816 San Antonio Park PH III N/E quandrant 13,733
San Antonio Park PH IV Landscape 19,677
Citrus Park Baseball Field 2,335
Parks sub-total $ 221,561

Page 351 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2008
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2007 Impact Fees Interest Miscellaneous Expenditures June 30,2008 General $ 1,479,841 $ 57,298 $ 163,762 $ 1,114,051 $ 21,763 $ 2,793,190 Police 132,702 51,971 1,820,926 255,610 1,749,989 Fire (9,521) 30,868 4,345,848 346,494 4,020,701 Storm Drains 1,140,218 137,051 24,982 500,000 1,919,963 (117,712) Water - 202,508 268,982 471,490 - Sewer - 127,394 1,439,424 1,566,818 - Street&Traffic Facility Development 469,920.00 123,204 52,894 243,626 402,392 Park Acquisition&Development 1,827,511.79 139,833 2,857,563 (890,218) Quimby
$ 5,040,672 $ 870,127 $ 241,638 $ 9,489,231 $ 7,683,327 $ 7,958,341

Page 352 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2008
Annual
Project Description Expenditures
General Facilities
General Plan $ 139
Lighting&Street Lights-Lewis 505
Utilitlies-Jeffrey 21,119
General Facilities sub-total $ 21,763
Police Animal Shelter Construction $ 255,610
Fire Fire Station IV $ 346,494
Storm Drains
Storm Drain Replacements $ 165
Storm Drain SCE ROW S/O 16 2,950
Euclid Storm Drain D to 18th 600
San Antonio Storm Drain Arrow-Foothill 1,916,248 Storm Drains sub-total 1,919,963
Water
Transfer out to Animal Shelter $ 185,850
Plant 7 17th St Booster Station Imr 18,010 11th St Water Main Relocate Dwy-Benson 267,630 Water sub-total $ 471,490
Sewer
C/W Trenchless Sewer Rehab $ 763,090
Relief Sewers Various Locations 400,170
Update Sewer Model 30,245
SouthWest Quadrand Sewer 89,299
11th St. Reconst&Underground 284,014
Sewer sub-total $ 1,566,818
Street&Traffic Facility Development
Campus&16th to 18th $ 2,211
Benson&15th Signal 614
Benson&16th Signal Modification 12,638
Upgrades Route 30 10,489

Page 353 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2008
Annual
Project Description Expenditures
Colonies Traffic TS Mit 1,444
Signal Connect&Coordination 47,756
Sign and Striping Upgrade 7,020
13th&San Antonio Signal 8,300
Campus&11th Signal 26,261
Benson&9th Signal Modification 5,465
Benson&11th Signal Modification 7,377
General Plan Update-Traffic Element 114,051
Street&Traffic sub-total $ 243,626
Park Acquisition&Development
Memorial Park Site Analysis $ 1,100
Memorial Park PH III 177,097
Memorial Park Restroom 166,363
Memorial Park PH IV SB Field&Plaza 26,784
Bikeway Grant Match PH II (318,907)
San Antonio Park PH III N/E quandrant 2,351,362 Playground at Fern Ave Park 76,919
San Antonio Park PH IV W Landscape 15,832
Senior Center Interior Painting 5,122
Senior Center Parking Rehab 17,395
McCarthy Park Parking Rehab 13,768
Playground Safety Surface Rehab 9,287
Citrus Park Baseball Field 111,225
Sierra Vista Parking Lot Rehab 43,074
Memorial Park Restroom Rehab 161,142
Park sub-total $ 2,857,563
Total Project Costs 7,683,327

Page 354 of 357 ends

City of Upland
AB 1600 Development Impact Fee Annual Report
Pursuant to Government Code Section 60066
For Fiscal Year Ended June 30,2007
Revenues
Fund Balance Developer Other/ Project Fund Balance Development Impact Fee Purpose July 1,2006 Impact Fees Interest Miscellaneous Expenditures June 30,2007 General $ 1,410,829 $ 4,679 $ 85,143 $ 20,809 1,479,841 Police - 4,190 131,996 3,484 132,702 Fire - 4,929 14,450 (9,521)
Storm Drains 627,914 453,335 67,773 8,804 1,140,218 Water - 94,353 18,308 112,661 - Sewer - 37,409 158,567 195,976 - Street&Traffic Facility Development 1,410,706 126,636 86,164 1,153,586 469,920 Park Acquisition&Development 1,524,326 46,794 87,063 (169,328) 1,827,512 $ 4,973,775 $ 772,324 $ 326,143 $ 308,871 $ 1,340,442 $ 5,040,672

Page 355 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2007
Annual
Project Description Expenditures
General Facilities
Lighting&Street Lights-Lewis $ 20,809
Police
Animal Shelter Construction $ 3,484
Fire
Fire Station IV $ 14,450
Storm Drains
Storm Drain SCE ROW S/O 16 $ 6,579
Euclid Storm Drain D to 18th 399
9th St Storm Drain 89
Storm Drain Master Plan 185
San Antonio Storm Arrow to Foothill 1,552
Storm Drains sub-total $ 8,804
Water
Plant 7 17St. Booster Station Imp $ 112,661
Sewer
C/W Trenchless Sewer Rehab $ 125,515
Relief Sewers Various Locations 44,166
Update Sewer Model 22,794
Southwest Quadrant Sewer 3,501
Sewer sub-total $ 195,976
Street&Traffic Facility Development
Campus 16th to 18th $ 580,748
Benson&16th Signal Modification 686
Upgrade Route 30 39
Campus 20th St Realignment 7,129
Colonies Traffic TS Mit 42,753
13th&San Antonio 1,200
Campus&11th Signal 1,200
Benson&9th Signal Modification 2,500

Page 356 of 357 ends

City of Upland
Development Impact Fee Projects Expenditures
For Fiscal Year Ended June 30,2007
Annual
Project Description Expenditures
Benson&11th Signal Modification 3,500
13th Avenue Rehab 513,830
Street&Traffic sub-total $ 1,153,586
Park Acquisition&Development
Memorial Park site analysis $ 390
Memorial Park PHIII 244
Memorial Park Restroom 2,460
Memorial Park PH IV SB Field&Plaza 14,427
Bikeway Grant Match 130,638
San Antonio Park PH III N/E quandrant (449,364) Playground at Fern Ave 3,788
Senior Center Interior Painting 24,109
Senior Center Parking Rehab 825
McCarthy Park Parking Rehab 996
Baldy View Park Parking Lot Rehab 79,895
Playground Safety surface rehab 19,779
Mem 2,485
Parks sub-total $ (169,328)
Total Project Costs $ 1,340,442

Page 357 of 357 ends

Upland City CouncilApril 22, 2024

Upland City Council
April 22, 2024