4c4 oF UN� CITOAF up LAND
t.N4, "The City of Gracious Living"
' ea,
" MEETING OF THE CITY COUNCIL
,71(1./e14/61Pa/
Bill Velto,Mayor
Rudy Zuniga, Mayor Pro Tern-District 4 Michael Blay,City Manager James Breitling,Councilmember-District 2 Stephen P. Deitsch, City Attorney Carlos A. Garcia,Councilmember -District 3 Keri Johnson, City Clerk Shannan Maust, Councilmember-District 1
Monday, June 23, 2025
Open session begins at 6:00 p.m.
City Council Chamber
City Hall, 460 N. Euclid Avenue
Residents may observe the City Council meetings remotely via livestream on the City website, Spectrum Cable TV Channel 3, or Frontier Cable TV Channel 26.
City of Upland Mission Statement
The City of Upland is committed to delivering superior services that meet community needs with transparency and integrity.
City of Upland Vision Statement
Upland is a safe community with historic character where residents enjoy a high quality of life.
Pages
1. CALL TO ORDER AND ROLL CALL
2. ADDITIONS-DELETIONS TO AGENDA
3. ORAL COMMUNICATIONS
This is a time for any citizen to comment on item listed on the closed session agenda only. Anyone wishing to address the legislative body is requested to submit a speaker card to the City Clerk at or prior to speaking. The speakers are requested to keep their comments to no more than three (3) minutes. The use of visual aids will be included in the time limit.
4. CLOSED SESSION
5. INVOCATION
Pastor Noel Anderson, First Presbyterian Church
6. PLEDGE OF ALLEGIANCE
7. PRESENTATIONS
Measure I Funded Projects Update presented by San Bernardino County Transportation Authority Legislative Analyst Louis Vidaure
Light Up the Night Preview presented by Recreation and Community Services Manager Jessica Escoto
8. CITY ATTORNEY
9. ORAL COMMUNICATIONS
This is a time for any citizen to comment on any item listed or not listed on the agenda.
Anyone wishing to address the legislative body is requested to submit a speaker card to the City Clerk at or prior to speaking. The speakers are requested to keep their comments to no more than three (3) minutes. Speakers will be given five (5) minutes during public hearings. The use of visual aids will be included in the time limit. Public comments and questions for the purpose of hearing current matters of concern in our community and to provide citizens a method for the public to hear those concerns in an open venue is encouraged. However, under the provisions of the Brown Act, the City Council is prohibited from discussion of items not listed on the agenda, and therefore, the City Council, City Manager, or City Attorney will take communications under advisement for consideration and appropriate response or discussion at a later time.
Individuals who demonstrate disruptive conduct during City Council meetings that prevent the City Council from conducting its meeting in an orderly manner are guilty of a misdemeanor as stated in PC403, disrupting a public meeting, and are subject to removal from the chamber or arrest.
CAMPAIGN CONTRIBUTION DISCLOSURE: Pursuant Gov. Code § 84308, any party to a permit, license, contract, or other entitlement before the Council is required to disclose on the record any contribution, including aggregated contributions, of more than $500 made by the party or the party's agents within the preceding 12 months to any City official. Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made.
10. CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine and will be enacted by one vote. There will be no separate discussion of these items unless members of the legislative body request specific items be removed from the Consent Calendar for separate action.
Recommended Action:
Approve the Consent Calendar
a. APPROVAL OF MINUTES 8
Recommended Action:
Approve the Regular Meeting Minutes of June 9, 2025. (Staff Person: Keri Johnson)
b. 2ND READING AND ADOPTION OF ORDINANCE NO. 1998 ADOPTING ZONE 19 CHANGE NO. 23-0002 AMENDING THE ZONING DESIGNATION OF
ASSESSOR'S PARCEL NUMBER 1045-121-04
Recommended Action:
Hold 2nd reading by title only, waive further reading, and adopt Ordinance No. 1998 approving Zone Change No. ZC-23-0002 to amend the zoning designation of the project site from Public Institutional (PB/I) to Specific Plan (SP) located at Assessor's Parcel Number (APN) 1045-121-04 and to amend Upland Municipal Code Section 17.09.040 adding "Villa Serena Specific Plan." (Staff Person:
Robert Dalquest)
c. CONSIDER APPROVING THE EXPANSION OF THE POLICE DEPARTMENT 40
TACTICAL TEAM'S BREACHING PROGRAM TO INCLUDE EXPLOSIVE
BREACHING
CEQA: Not a Project
Recommended Action:
Approve the implementation of an Explosive Breaching Program for the Police Department's Tactical Team (SWAT), including the purchase of all necessary materials and equipment to support training and operational use. (Staff Person:
Marcelo Blanco)
d. CONSIDER APPROVAL OF MAY WARRANT AND PAYROLL REGISTERS 42 CEQA: Not a Project.
Recommended Action:
Approve the May warrant registers totaling $11,293,162.63 (check numbers 52852 — 53173 and direct disbursements) and payroll registers totaling $3,015,019.74 (check numbers 164179 — 164193 and electronic fund transfers 54823 - 55678). (Staff Person: Stephen Parker)
e. TREASURER'S REPORT MAY 2025 55
CEQA: Not a Project.
Recommended Action:
Receive and file the May 2025 Treasurer's Report. (Staff Person: Stephen Parker)
f. CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT 72 WITH ROBERT HALF, INC.
CEQA: Not a Project
Recommended Action:
Approve a Professional Services Agreement with Robert Half, Inc. for staff augmentation services, and authorize the City Manager to execute the agreement. (Staff Person: Stephen Parker)
g. CONSIDER APPROVAL OF AMENDMENT NO. 3 TO PROFESSIONAL 89
SERVICES AGREEMENT WITH WILLDAN ENGINEERING
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 3 to the Professional Services Agreement with Willdan Engineering for Building Division staff augmentation in the amount of $114,070 which brings the overall total not-to-exceed contract amount to $358,310 through June 30, 2026; and authorize the City Manager to execute the amendment and transfer $55,770 from salaries to professional services to offset the cost. (Staff Person: Robert Dalquest)
h. CONSIDER APPROVAL OF AMENDMENT NO. 3 TO PROFESSIONAL 117 SERVICES AGREEMENT WITH INTERWEST CONSULTING GROUP, INC.
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 3 to the Professional Services Agreement with Interwest Consulting Group, Inc. for Building Division staff augmentation in the amount of $223,080, extend the term by one year through June 30, 2026; and authorize the City Manager to execute the Amendment and transfer $127,570 from salary accounts to professional services to offset the cost. (Staff Person:
Robert Dalquest)
i. CONSIDER APPROVAL OF AMENDMENT NO. 3 TO THE PROFESSIONAL 158 SERVICES AGREEMENT WITH ADVANTEC, INC.
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 3 to the agreement with ADVANTEC Consulting Engineers, Inc., extending the contract term by an additional one year for the current annual amount of $150,000 for Fiscal Year 2025-26; and authorize the City Manager to execute the amendment. (Staff Person: Robert Dalquest) j. CONSIDER APPROVAL OF PROGRAM GUIDELINES FOR THE MULTI- 188
FAMILY REHABILITATION PROGRAM
CEQA: Determined to be Exempt pursuant to Section 15301 (Existing Facilities) of the CEQA Guidelines.
Recommended Action:
Approve the Program Guidelines for the Multi-Family Rehabilitation Program with $400,000 towards Program funding and authorize the City Manager to execute all documents necessary to implement the program. (Staff Person: Robert Dalquest) k. CONSIDER ADOPTING A RESOLUTION OF PUBLIC INTEREST AND 198 CONVENIENCE TO SELL PROPERTY ON GROVE AVENUE WITH APN 0207- 462-02 AND SET A PUBLIC HEARING DATE
CEQA: Not a Project.
Recommended Action:
Adopt a resolution finding that the public interest and convenience require the sale of certain real property located on Grove Avenue, north of Foothill Boulevard, declaring its intent to sell such property, setting a public hearing date for consideration of protests, and finding that the same does not constitute a "project" and is not subject to review under the California Environmental Quality Act. (Staff Person: Robert Dalquest)
I. CONSIDER ACCEPTANCE OF CALRECYCLE USED OIL PAYMENT 207 PROGRAM (OPP CYCLE 15) GRANT
CEQA: Not a Project.
Recommended Action:
Accept the CalRecycle Used Oil Payment Cycle 15 Grant Award of $11,242 and appropriate the funding to the Fiscal Year 2025-26 Solid Waste Fund. (Staff Person: Damien Arrula)
m. CONSIDER ADOPTING A RESOLUTION APPROVING THE FY 2025-26 223 SENATE BILL 1 ROAD MAINTENANCE AND REHABILITATION ACCOUNT
FUNDING AND PROJECT LIST
CEQA: Not a Project.
Recommended Action:
Adopt a Resolution approving a list of projects for Fiscal Year 2025-26 funded by Senate Bill 1: Road Repair and Accountability Act of 2017. (Staff Person: Damien Arrula)
n. CONSIDER APPROVAL OF AN AGREEMENT FOR PROFESSIONAL 228
CONSULTANT SERVICES WITH GEOGRAPHICS
CEQA: Not a Project.
Recommended Action:
Approve an agreement with Geographics for creative support, text, copy, graphic design and layout, artwork services, print production, and mailing of the City's newsletter, the Upland Today News Magazine and Recreation Guide; and authorize the City Manager to execute the Agreement. (Staff Person: Damien Arrula)
o. CONSIDER APPROVAL OF A TRAFFIC SIGNAL MAINTENANCE SERVICES 252
AGREEMENT
CEQA: Not a Project.
Recommended Action:
Approve the Traffic Signal Maintenance Services Agreement with Crosstown Electrical and Data, Inc. for a contract period of two (2) years at an estimated cost of$293,000 annually; authorize the City Manager to execute the Agreement; and authorize the City Manager to execute future amendments for up to three (3) additional one-year terms pending available budget. (Staff Person: Damien Arrula)
p. CONSIDER APPROVAL OF PARK DEVELOPMENT IMPACT FEES FOR THE 381
CITRUS PARK SCOREBOARD INSTALLATION
CEQA: Not a Project.
Recommended Action:
Approve the appropriation of $15,000 from Park Development Impact Fee funds for the installation of a new baseball scoreboard at Citrus Park. (Staff Person:
Damien Arrula)
q. CONSIDER APPROVAL OF FISCAL YEAR 2025-26 ANNUAL PURCHASE 383
ORDERS FOR PUBLIC WORKS UTILITIES DIVISION
CEQA: Not a Project.
Recommended Action:
Approve purchase orders for Fiscal Year 2025-26 with various vendors for the Public Works Utilities Division. (Staff Person: Damien Arrula)
11. PUBLIC HEARINGS
12. COUNCIL COMMITTEE REPORTS
a. COUNCIL REPORTS ON REGIONAL COMMITTEE MEETING, TRAINING, OR
CONFERENCE ATTENDANCE
Councilmembers will provide oral reports on any meetings, trainings, or conferences they attended on behalf of the City. This item is for information only.
13. BUSINESS ITEMS
a. CONSIDER AWARD OF BID FOR FOOTHILL BOULEVARD PAVEMENT 420 REHABILITATION AND UTILITY IMPROVEMENTS (BID NO. 2025-01) CEQA: Determined to be categorically exempt from further environmental review pursuant to Section 15301(c) (Existing Facilities) of the CEQA guidelines. The City filed the Notice of Exemption with the County of San Bernardino on March 4, 2025.
Recommended Action:
Approve the Plans and Specifications for the Foothill Boulevard Pavement Rehabilitation and Utility Improvement Project; award the construction contract to Gentry Brothers Inc. in the amount of $11 ,258,224.20; and authorize a construction contingency in the amount of $1,741,775.80. (Staff Person: Damien Arrula)
b. CONSIDER APPROVAL OF A FIFTH AMENDMENT TO THE CITY MANAGER 440
EMPLOYMENT AGREEMENT
CEQA: Not a Project.
Recommended Action:
Approve the Fifth Amendment to the City of Upland City Manager Employment Agreement with Michael Blay, providing him with a 3% COLA with an effective date of June 22, 2025, as previously approved by the City Council and identified in the Executive Management Compensation and Benefit Plan. (Staff Person:
Stephen Deitsch)
14. COUNCIL COMMUNICATIONS
15. CITY MANAGER
16. ADJOURNMENT
The next regularly scheduled City Council meeting is Monday, July 14, 2025.
NOTE: If you challenge the public hearing(s) or the related environmental determinations in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City of Upland, at, or prior to, the public hearing.
All Agenda items and back-up materials are available for public review at the Upland Public Library, at 450 North Euclid Avenue, the City Clerk's Office at 460 North Euclid Avenue and the City website at www.uplandca.gov .
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office, 909-931-4120.
Notification 48 hours prior to the meeting will enable the City to make reasonable
arrangements to ensure accessibility to this meeting. [28 CFR 35.102-35.104 ADA Title II].
To access written transcription during the meeting, please click this link:
https://attend.wordly.ai/join/LVGO-0906 . Then choose language and click attend to read the transcript on your device.
On June 18, 2025 a true and correct copy of this agenda was posted on the bulletin boards at 450 N. Euclid Avenue (Upland Public Library) and 460 N. Euclid Avenue (Upland City Hall), and the City website at www.uplandca.gov
MINUTES OF THE REGULAR MEETING OF THE UPLAND CITY COUNCIL June 9, 2025
6:00 p.m.
City Council Chamber
City Hall, 460 N. Euclid Avenue
Members Present: Mayor Bill Velto, Councilmember James Breitling, Councilmember Carlos A. Garcia, Councilmember Shannan Maust (arrived at 6:00 p.m. and left the meeting at 9:00 p.m.), Councilmember Rudy Zuniga Staff Present: City Manager Michael Blay, City Attorney Stephen P. Deitsch, City Clerk Keri Johnson
1. CALL TO ORDER AND ROLL CALL
The regular meeting of the Upland City Council was called to order by Mayor Bill Velto at 5:00 p.m. in the Council Chamber of the Upland City Hall.
Moved by: Councilmember Zuniga
Seconded by: Councilmember Breitling
Excuse the absence of Councilmember Maust
Motion: Carried Unanimously
2. ADDITIONS-DELETIONS TO AGENDA
None.
3. ORAL COMMUNICATIONS
None.
CLOSED SESSION - 5:00 p.m.
4. CLOSED SESSION
At 5:01 p.m. Mayor Velto announced that the City Council would recess to Closed Session pursuant to Government Code
a. CLOSED SESSION CONFERENCE WITH LEGAL COUNSEL- EXISTING
LITIGATION
(Paragraph (1) of subdivision (d) of California Government Code Section 54956.9)
Case Name: Melissa Alvarado v. City of Upland
San Bernardino County Superior Court of California Case No. CIVSB2309447 b. CLOSED SESSION CONFERENCE WITH REAL PROPERTY NEGOTIATORS 1
California Government Code Section 54956.8
Property: Vacant land located on the north side of Arrow Route, approximately 645 feet west of Benson Avenue in the City of Upland (Assessor Parcel Numbers: 1007-271-45 & 1007-271-47)
City Negotiators: City Manager Michael Blay, Development Services Director Robert Dalquest, and Economic Development Coordinator Melecio Picazo Negotiating Party: James Dolback, Azure Seafood
Under Negotiation: Price and terms of payment
The City Council reconvened in open session at 6:01 p.m.
5. INVOCATION
Deacon Richard Simpson, St. Anthony's Catholic Church
6. PLEDGE OF ALLEGIANCE
Led by Police Chief Blanco
7. PRESENTATIONS
Proclamation Recognizing Rosemarie "Rose" Martinez upon her Retirement with 30 years of Service to the City
Local Fire Hazard Severity Zone Maps Presentation by San Bernardino County Fire Assistant Chief Birchfield
Certificate of Recognition to Joshua Day for his Community Clean Up Efforts
8. CITY ATTORNEY
City Attorney Deitsch stated the City Council received reports on Closed Session Items 4a and 4b; and there was no reportable action.
9. ORAL COMMUNICATIONS
Jessica Perez, Upland, spoke regarding code enforcement writing parking citations in her neighborhood.
Tom Cope, Upland, spoke regarding a letter from a resident regarding alternatives to pesticides in Memorial Park and questioned whether any actions had been taken.
10. CONSENT CALENDAR
Councilmember Zuniga removed Consent Calendar Item 10e and Mayor Velto removed Consent Calendar Item 10n for separate action.
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Approve the Consent Calendar
Motion: Carried Unanimously
a. APPROVAL OF MINUTES
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Approve the Regular Meeting Minutes of May 27, 2025 and the Special Workshop Minutes of June 2, 2025.
b. 2ND READING AND ADOPTION OF ORDINANCE NO. 1997 AMENDING
VARIOUS SECTIONS OF THE UPLAND MUNICIPAL CODE
Hold 2nd reading by title only, waive further reading, and adopt Ordinance No. 1997 amending various sections of the Upland Municipal Code as specified. c. CONSIDER RATIFYING AN APPOINTMENT TO THE BUILDING APPEALS BOARD
Ratify the appointment of Ronald Chan to the Building Appeals Board, term to expire in December 2028.
d. CONSIDER RATIFICATION OF REAPPOINTMENTS TO LIBRARY BOARD OF
TRUSTEES
Ratify, by 4/5 vote of the Council, the Mayor's reappointment of Ralph Cavallo and Lynn Olson to the Library Board of Trustees, terms expire June 30, 2028. f. CONSIDER ADOPTING A RESOLUTION APPROVING AND ADOPTING THE
ANNUAL INVESTMENT POLICY
Adopt Resolution No. 6830 approving and adopting the Annual Statement of Investment Policy for Fiscal Year 2025-2026.
g. CONSIDER ADOPTING A RESOLUTION APPROVING THE GENERAL FUND RESERVE POLICY ALLOCATIONS FOR FISCAL YEAR 2025-26
Adopt Resolution No. 6831 approving the General Fund Reserve Policy for Fiscal Year 2025-26.
h. RATIFY THE AUDIT AGREEMENT WITH SPYGLASS GROUP, LLC FOR
TELECOMMUNICATIONS SERVICE ACCOUNTS
Ratify the Audit Agreement with Spyglass Group, LLC for telecommunications service accounts in an amount not-to-exceed $125,000.
CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT WITH ROBERT HALF, INC.
Approve a Professional Services Agreement with Robert Half, Inc. for staff augmentation services and authorize the City Manager to execute the agreement.
j. CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT WITH MV CHENG &ASSOCIATES, INC.
Approve a Professional Services Agreement with MV Cheng & Associates, Inc. for staff augmentation services and authorize the City Manager to execute the agreement.
k. CONSIDER APPROVAL OF THE FIRST AMENDMENT TO THE AGREEMENT
WITH HDL COMPANIES FOR CONTRACT BUSINESS LICENSE SERVICES 3
Approve the First Amendment to the Agreement with HdL Companies for contract business license services for one additional year through June 30, 2026 in an amount not-to-exceed $150,000 for the extension period; and authorize the City Manager to execute the First Amendment.
CONSIDER APPROVAL OF A THIRD AMENDMENT TO A PROFESSIONAL
SERVICES AGREEMENT FOR METROLINK SECURITY SERVICES
Approve Amendment No. 3 to the Professional Services Agreement between the City of Upland and American Global Security, Inc. for Metrolink Station Security Guard Services; extending the agreement for an additional one (1) year; keep the contract amount at $159,957.70; and authorize the City Manager to execute any and all necessary and related documents to implement the amendment. m. CONSIDER APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH
INLAND VALLEY RECOVERY SERVICES
Approve the professional services agreement with Inland Valley Recovery Services (IVRS) to provide a part-time IVRS Outreach Representative and supportive services for the treatment of Substance Use Disorder to individuals experiencing homelessness in Upland, authorize the City Manager to execute the agreement; and appropriate the funding using the National Opioid Settlement funding.
o. REJECT ALL BIDS FOR PROJECT 82338, TOM THOMAS MAGNOLIA PLAZA,
AND RE-ADVERTISE THE PROJECT
Reject all bids for Project 82338, Tom Thomas Magnolia Plaza, and authorize staff to re-advertise the project.
p. CONSIDER APPROVAL OF A SECOND AMENDMENT TO THE
PROFESSIONAL SERVICES AGREEMENT WITH HR GREEN PACIFIC, INC.
Approve the Second Amendment to the Professional Services Agreement with HR Green Pacific, Inc. to increase the contract amount by $38,000 for a total contract amount of$98,000 for Fiscal Year 2024-25.
q. CONSIDER APPROVAL OF A FISCAL YEAR 2025 EUROFINS PURCHASE
ORDER INCREASE
Approve a $59,000 increase to Purchase Order No. 20250101, for a total purchase order amount of $234,000, to pay for additional water sampling for the remainder of the Fiscal Year.
e. CONSIDER RATIFICATION OF A REAPPOINTMENT TO THE PLANNING
COMMISSION
Council thanked Commissioner Johnson for his continued service to the community.
Moved by: Councilmember Zuniga
Seconded by: Councilmember Maust
Ratify the Mayor's reappointment of Jeffrey Johnson to the Planning Commission, term ending June 30, 2029.
4
Motion: Carried Unanimously
n. CONSIDER ACCEPTANCE OF FUND ALLOCATIONS FROM SUPERVISORS
ARMENDAREZ AND HAGMAN FOR THE PURCHASE OF HANDHELD POLICE RADIOS
The Council commented on recent funding received from County Supervisors.
Moved by: Councilmember Zuniga
Seconded by: Councilmember Maust
Accept $783,944 in funding from the County of San Bernardino County through Supervisors Armendarez and Hagman's discretionary funds, and authorize the City Manager to execute the agreement and all documents necessary for the sole-source purchase of 130 Motorola APX N70 portable radios from Motorola Solutions, Inc. for $1,044,332.
Motion: Carried Unanimously
11. PUBLIC HEARINGS
a. VILLA SERENA SPECIFIC PLAN & ENTITLEMENTS FOR THE DEVELOPMENT OF RESIDENTIAL UNITS AND SITE IMPROVEMENTS APN:
1045-121-04, 1045-151-35 AND 0207-483-46
Development Services Director Dalquest introduced Senior Planner Winter who presented the staff report along with a PowerPoint presentation.
Mayor Velto opened the public hearing.
Greg Pene, Upland, requested confirmation that there will not be any changes to the Upland Hills Country Club Specific Plan by adoption of the Villa Serena Specific Plan and that they are considered two separate entities.
Alex T. Hwang, Upland, stated his property is directly adjacent to the proposed development and expressed concerns regarding the lack of transparency and communication with nearby residents throughout the development process. He further stated that the loss of open space and mountain views would negatively impact his property value.
David Coleman, Upland, stated that the project area had been cleared of vegetation prior to the completion of the environmental study and questioned the accuracy and validity of the study given the pre-existing alterations to the site. He also raised concerns about the potential impact of the development on a nearby well.
Lois Sicking, Board member of the Friends of Upland Wetlands, expressed strong opposition to the Villa Serena 15th Street Flood Basin Project and urged the City Council to vote against certifying the Environmental Impact Report and proceeding with the project. Expressed that the Environmental Impact Report (EIR) was inadequate. Citing concerns including: storm water system concerns, water pollution, and traffic and noise impacts.
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Natasha Walton, Upland, read excerpts from a letter submitted by Shari Wasson in opposition to the project. Citing concerns that the Environmental Impact Report (EIR) inadequately addressed mitigation for the coastal whiptail, a species of special concern, and the Crotch bumblebee. Additional concerns included insufficient preservation of the conservation area, lack of analysis on the impacts to the east side of the property resulting from development on the west side, and inconsistencies in the project boundaries as shown in the maps. She also noted the unavailability of the Planning Commission minutes from the June meeting approving the project, expressed concerns regarding specific sections of the conditions of approval; and urged the Council to allow additional time for consideration of the project.
Steve Sturgis, Upland, questioned the integrity of the development process, asking whether, if residents opposed to the project were to fund an independent Environmental Impact Report yielding a different determination, the City would consider or follow that report. The speaker expressed broader concerns regarding the overall transparency and fairness of the project approval process City Clerk Johnson stated that two emails in opposition of the project were received and provided to the Council prior to the meeting.
Mayor Velto closed the public hearing.
Director Dalquest responded to questions from the Council regarding concerns related to the EIR, the Municipal Separate Storm Sewer System (MS4), water quality protection measures, Regional Housing Needs Assessment (RHNA) numbers, and the timing of the environmental study.
Justin Wood, Aspen Environmental Group, stated that he prepared the biological report after the property had been cleared and explained that, as a biologist, he relied on tools such as pre-disturbance aerial imagery to reconstruct site conditions and assess the likely presence of species. He noted that any species potentially missed were likely to be more common. He also referenced the undisturbed portion of the basin as a basis for identifying the types of species present.
Councilmember Zuniga exited the Council Chamber at 7:59 p.m., returning to the dais at 8:01 p.m.
Senior Planner Winter provided information on the biological surveys conducted on the property.
Discussion followed regarding weed abatement and fire mitigation.
Councilmember Garcia exited the Council Chamber at 8:02 p.m., returning at 8:04 p.m.
Further discussion ensued on weed abatement of nearby City-owned property.
Development Services Director Dalquest and Senior Planner Winter responded to questions regarding the biological study, mitigation measures, traffic study, and setback of the development from existing homes.
6
There was discussion regarding the landscaping plans, the type of plants that will be used in the conservation area and the ongoing monitoring and maintenance of that area.
Justin Wood, Aspen Environmental Group, responded to questions regarding the plans for the conservation area and the use of pollinator friendly plants.
Development Services Director Dalquest stated that staff could add a condition of approval to ensure that there are pollinating species of plants where appropriate.
In response to the Council's inquiry about requiring the developer to plant appropriate tree species, Senior Planner Winter stated that this requirement could be added to the conditions of approval.
Development Services Director Dalquest and Senior Planner Winter suggested that Condition of Approval 20.2 d. be amended to include language that the staff shall work with the architect to increase the number of pollinating species in the landscape plan and ensure that tree species are appropriate for the given planting area.
Development Services Director Dalquest responded to questions from the Council regarding the history of the property, the detention basin on the property, the map of the development, and the maintenance of the property.
Consultant Mark Bertone with Madole and Associates addressed Council questions on flood control, spillways, basin volume, flood mitigation for 100- and 1,000-year events, and retention basin scarification frequency.
Senior Planner Winter responded to questions regarding the number of parking spaces provided within the development and the management of construction- related traffic.
Brian Bush, representing the developer, responded to questions on the decision to build only two-story units and the feasibility of higher-density development.
Development Services Director Dalquest and Senior Planner Winter addressed inquiries on the project site, access to the walking trail, and availability of alternative sites within the City.
Brian Bush, representing the developer, provided additional information on the history of the development project.
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Adopt Resolution No. 6832 certifying the Final Environmental Impact Report (FEIR) and Mitigation Monitoring and Reporting Program for the project.
Motion: Carried Unanimously
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Adopt Resolution No. 6833 adopting General Plan Amendment No. 23-0002. 7
Motion: Carried Unanimously
Moved by: Councilmember Zuniga
Seconded by: Councilmember Maust
Hold first reading by title only, waive further reading, and introduce Ordinance No. 1998 adopting Zone Change No. 23-0002.
Motion: Carried Unanimously
Moved by: Councilmember Maust
Seconded by: Councilmember Breitling
Adopt Resolution No. 6834 adopting the Villa Serena Specific Plan.
Motion: Carried Unanimously
Moved by: Councilmember Breitling
Seconded by: Councilmember Maust
Adopt Resolution No. 6835 approving Tentative Tract Map No. 23-0001 (TT- 20245) and Development Plan Review No. 23-0002, as amended.
Motion: Carried Unanimously
b. CONSIDERATION OF A RESOLUTION APPROVING THE VACATION OF A PORTION OF PUBLIC WATER LINE EASEMENT AT 1010 E. 20TH STREET At 8:55 p.m. Mayor Velto called a recess and the City Council reconvened in open session at 9:00 p.m. Councilmember Maust left the meeting at 9:00 p.m.
Development Services Director Dalquest introduced Planning Manager Farris who presented the staff report along with a PowerPoint presentation.
Acting Utilities Manager Ferreira responded to questions from the Council regarding the existing water line on the property.
Mayor Velto opened the public hearing, and hearing no testimony closed the public hearing.
Moved by: Councilmember Garcia
Seconded by: Councilmember Zuniga
Adopt Resolution No. 6836 approving the vacation of a 33-foot-wide portion of a water line easement over property located at 1010 E. 20th Street, further described as Assessor's Parcel Number 1044-102-08) and the underlying fee owner being Upland Storage Owner LLC.
Motion: Carried Unanimously with Councilmember Maust absent c. PUBLIC HEARING ON CITY VACANCIES AND RECRUITMENT AND RETENTION EFFORTS IN COMPLIANCE WITH ASSEMBLY BILL 2561 8
Assistant City Manager Parker introduced Deputy Director of Human Resources and Risk Management Todd who presented the staff report along with a PowerPoint presentation.
Luis Schmitt, AFSCME Representative for the General Bargaining Unit, along with Phillip Estrada, President of the General Unit, and John Notchick, Vice President of the General Unit, delivered a PowerPoint presentation on recruitment, vacant positions in the City, and the use of contract services.
Mayor Velto opened the public hearing.
Kirk Swanner, President Upland Mid-Managers Association, stated that they support the City's efforts to improve recruitment and increase retention; and he looks forward to the opportunity to work with the City to determine additional solutions.
Mayor Velto closed the public hearing.
This item was receive and file only.
12. COUNCIL COMMITTEE REPORTS
a. COUNCIL REPORTS ON REGIONAL COMMITTEE MEETING, TRAINING, OR
CONFERENCE ATTENDANCE
No reports.
13. BUSINESS ITEMS
a. CONSIDER APPROVAL OF FISCAL YEAR 2025-26 MID-CYCLE BUDGET Assistant City Manager Parker introduced Finance Manager Sullivan who presented the staff report along with a PowerPoint presentation.
Police Chief Blanco responded to questions from the Council regarding a proposed regional homeless shelter, to be located in Fontana.
Assistant City Manager Parker provided information on reorganization of the Public Works Department and recruitment of positions.
Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Approve the Fiscal Year 2025-26 Mid-Cycle budget summaries.
Motion: Carried Unanimously with Councilmember Maust absent Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Approve the Capital Improvement Program budget.
Motion: Carried Unanimously with Councilmember Maust absent Moved by: Councilmember Zuniga
Seconded by: Councilmember Garcia
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Approve the updated Schedule of Positions.
Motion: Carried Unanimously with Councilmember Maust absent Moved by: Councilmember Garcia
Seconded by: Councilmember Zuniga
Approve the job descriptions for the Deputy Public Works Director and Policy and Legislative Affairs Manager.
Motion: Carried Unanimously with Councilmember Maust absent Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Adopt Resolution No. 6837 approving the appropriations limit for Fiscal Year 2025-26.
Motion: Carried Unanimously with Councilmember Maust absent b. CONSIDER AWARD OF SOLE SOURCE CONTRACT FOR PROJECT NO. 92131 SAN ANTONIO CANYON WATER TREATMENT PLANT
REHABILITATION AND UPGRADES
Environmental Compliance Coordinator deMoet, presented the staff report along with a PowerPoint presentation.
Environmental Compliance Coordinator deMoet, Acting Utilities Manager Ferreira, and Assistant Engineer Aguilar responded to questions from the Council regarding the replacement of valves as part of the project.
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Award a construction contract to MISCO Water in the amount of $2,660,535.12 (Base Amount plus Additional Items) and approve a construction contingency of $404,464.88 for the total amount of$3,065,000.00.
Motion: Carried Unanimously with Councilmember Maust absent
14. COUNCIL COMMUNICATIONS
Councilmembers announced various activities and events throughout the community.
15. CITY MANAGER
16. ADJOURNMENT
Mayor Velto adjourned the meeting at 10:16 p.m. The next regularly scheduled City Council meeting is Monday, June 23, 2025.
10
Keri Johnson, City Clerk
11
q;F1't ITY
Staff
"The City of Graciousacious Living"
9t7FOR t�� SEA_SE
COND
IN
DATE: June 9,2025 Date s G AND
Ap
TO: MAYOR AND CITY COUNCIL ��Ite pN
FROM: MICHAEL BLAY, CITY MANAGER m NO. ])�_ PREPARED BY:ROBERT D.DALQUEST,DEVELOPMENT SERVICES DIRECTOR �)
JOSHUA WINTER,SENIOR PLANNER
SUBJECT: VILLA SERENA SPECIFIC PLAN&ENTITLEMENTS FOR THE DEVELOPMENT OF RESIDENTIAL UNITS AND SITE IMPROVEMENTS APN: 1045-121-04, 1045-151-35 AND 0207-483-46
RECOMMENDED ACTION:
It is recommended that the City Council conduct a public hearing to consider the Villa Serena Specific Plan,which includes the following five actions: 1) adopt a resolution certifying the Final Environmental Impact Report (FEIR) and Mitigation Monitoring and Reporting Program for the project(Exhibit A);2)adopt a resolution adopting General Plan Amendment No.23-0002(Exhibit B);3)hold first reading by title only,waive further reading,and introduce an Ordinance adopting Zone Change No. 23-0002 (Exhibit C);4) adopt a resolution adopting the Villa Serena Specific Plan(Exhibit D);and 5)adopt a resolution approving Tentative Tract Map No.23-0001(TT-20245)and Development Plan Review No.23-0002(Exhibit E).
GOAL STATEMENT
The proposed project supports the City's goal to encourage new, balanced growth with a range of housing choices.
Furthermore,The Villa Serena Specific Plan identifies in section 6 that the project is consistent with the General Plan elements including: Land Use Element, Community Character and Urban Design Element,Economic Sustainability Element, Circulation Element, Open Space and Conservation Element, Public Services and Facilities Element, Healthy Community Element and Safety Element.
BACKGROUND
The 15th Street Basin is a functioning portion of a flood control system that originally extended from a dam in what is now the Colonies at San Antonio Specific Plan area. With more recent storm drain improvements in the Colonies, much of the storm water drainage that previously flowed into the 15th Street Basin was diverted,so there is no longer need for the entire 20.27 acres to be used for flood control purposes.
Development Agreement DA-02-01, was approved by the City Council on September 24, 2002, along with the associated entitlements,to allow the development of the Colonies at San Antonio Specific Plan. Section 4.10 of the Development Agreement requires the City to pay the Colonies an amount of$5 million dollars to assist in the City's fair share cost for increasing the capacity for various streets and the capacity of various storm and sewer facilities to serve an area larger than the Colonies at San Antonio Specific Plan area.However,soon after DA-02-01 was approved, it was determined that the City could not afford a$5 million dollar payment.
On December 22, 2003, the City Council approved the first amendment to the Development Agreement which modified Section 4.10 which provided the City to pay the Colonies $1.5 million from Measure I funds and the remaining$3.5 million was addressed with the City granting the Colonies a 10-year term for their first right of refusal to explore and identify a potential project,before acquiring a portion of the 15th Street Basin property. Section 4.10 went on to require the City to determine the portion of the 15th Street Basin that was no longer necessary for flood control purposes, and could be able to be developed. This would allow the property to then transfer to the Colonies for the sum of one dollar, in exchange for the Colonies waiving the City's required payment of$3.5 million dollars.
The 10-year term expired on January 21,2014.
Subsequently,on February 9,2015,the City Council approved a second amendment to the Development Agreement, allowing a 10-year term to explore and identify a community enhancing development on a portion of the 15th Street Basin property.
Subsequently, a drainage study for the 15th Street Basin was prepared by Madole & Associates and reviewed and accepted by the Public Works Department. This study concluded that the 20.3-acre site constituting the 15th Street Basin only needed 11.1 acres for future flood control purposes due to the construction of an additional storm water retention basin upstream in the Colonies development and the construction by the Army Corps of Engineers of a concrete drainage channel along the eastern edge of the Colonies project. Based on the drainage study,the 9.2 acres of land in the 15th Street Basin area was transferred to the Colonies Partner through a Quitclaim Deed for future development,pursuant to Section 4.10 of the Development Agreement.
On July 26,2018,the applicant,FH II,LLC(Frontier Homes),submitted applications to develop a residential project.
The project was reviewed by the Upland Planning Division,and an Initial Study/Mitigated Negative Declaration was prepared for the project. On November 13, 2019, a Notice of Availability/Notice of Intent for a Draft Initial Study/Mitigated Negative Declaration(IS/MND)was circulated for public review and comments with a deadline of December 2, 2019. The Pt of three Planning Commission meetings occurred on December 11, 2019, which was continued to allow the environmental consultant more time to prepare a response to comments for the IS/MND. The project was scheduled for the 2nd Planning Commission meeting on January 22, 2020. The Planning Commission, based on public testimony and the project plans and materials as presented on December 11, 2019 and January 22, 2020,voted(3 in favor and 2 against)to recommend that the City Council deny the project,and continued the project to the next Planning Commission meeting for staff to prepare a Resolution denying the project.
After the first two Planning Commission meetings,in February of 2020,the project applicant held a town hall meeting with neighboring property owners. As a result of the public meeting and discussion with Planning Division staff,the applicant made multiple changes to the project, including adjusting primary vehicular access from Campus Avenue through the existing 151 Street right-of-way,adding a pedestrian basin trail,adding a pocket park within the 15th Street dead-end and designing the project so the new homes have the lowest pad elevation possible.
At the 3rd Planning Commission meeting on February 25,2020,the Planning Commission adopted a formal resolution recommending the City Council deny the project. The Planning Commission could not consider the project modifications made by the applicant at this meeting because the Planning Commission action on the project had already occurred.
The project was then scheduled for a public hearing with the City Council on April 13,2020.At this meeting,the City Council held a public hearing and after receiving numerous public comments, and considering the changes made to the project,voted to approve the project.
After City Council approval,on April 20,2020,the IS/MND was challenged in the County of San Bernardino Superior Court in Friends of Upland Wetlands v. City of Upland. The court held that certain environmental impact discussions in the IS/MND were inadequate and did not fully consider the potential scope of significance. Specifically,the court found substantial evidence supporting a fair argument that the project site contains wetlands,and that the project may result in significant biological impacts, groundwater recharge impacts, noise impacts, and aesthetic impacts. The IS/MND was"set aside"and the court required that the four environmental factors identified be studied in more detail in the ruling issued on July 14,2021.
Subsequently, after the required focused environmental analysis was completed, and although not required by the court, the applicant decided they wanted to move forward and prepare an Environmental Impact Report (EIR). A Notice of Preparation(NOP)was issued on February 8, 2022, and sent the State Clearinghouse to be distributed to State departments and responsible agencies for their review and comments on the preparation of an EIR for the project.
A public scoping meeting,pursuant to CEQA,was held on June 8,2022,to gather feedback on the scope and content of the EIR. The current applicant followed with new applications for the project which were submitted on March 1, 2023.
After submittal, the project was processed though the development review process, which included review by the Planning Division, Building and Safety Division, Land Development and Transportation Division, Public Works Department, Police Department and San Bernardino County Fire Department. On April 23, 2025, the Planning Commission held a Public Hearing regarding the project,heard staffs presentation,reviewed the project and received public comments on the project.At the conclusion of the public hearing,the Planning Commission voted unanimously to recommend the City Council certify the Final EIR and approve the project and all related entitlements.
ISSUES AND ANALYSIS
The applicant is seeking approval to establish a Residential Specific Plan for the development of a gated residential community that consists of 65 single-family detached dwellings at a density of 7.1 dwelling units per acre with on- site active and passive recreational amenities provided within the common area open space on an existing 9.2-acre portion of the 15th Street basin. The Project includes modifications to the remainder basin, including relocation of existing basin infrastructure,to accommodate construction of the planned residential development and maintain a fully operational flood control and retention facility on the remaining 11.1 acres of the basin area.The request includes the following applications:
1. General Plan Amendment No.23-0002 to modify the General Plan Land Use Designation from Public Utilities— Flood Control(PU-FC)to Specific Plan(SP).
2. Zone Change No. 23-0002 to modify the Zoning District from Public/Institutional(PB/I)to Specific Plan(SP) and amend Section 17.09.040 of the Upland Municipal Code to list the Villa Serena Specific Plan.
3. Specific Plan No. 23-0002 to establish the land use regulations for site specific development standards, design guidelines for the planned residential development,including open space and public infrastructure.
4. Tentative Tract Map No.23-0001 to subdivide one(1)parcel into 65 numbered lots and twelve(12)lettered lots, consisting of private streets and common open space and landscaping.
5. Development Plan Review No. 23-0002 to establish the site layout consistent with the development standards identified within the Specific Plan and to establish the architectural design of the proposed residential units, landscaping design,open space design and amenities.
6. Environmental Assessment Review No.EAR-23-0003 to evaluate project impacts to the environment and review the Environmental Impact Report (EIR) and to adopt appropriate mitigation measures to ensure project compliance with the California Environmental Quality Act(CEQA). j Synopsis
Table 1
Applicant: The Colonies Partners L.P.
Representative: Brian Bush
Property Owner: The Colonies Partners L.P.
Property Location: The project site consists of a 9.2-acre portion of the existing 15th Street flood control detention basin located north of E. 15th Street, south of the Upland Hills Golf Course, east of Campus Avenue and west of Grove Avenue.The project site is further described as Assessor's Parcel Numbers 1045-121-04 and 1045-151-35.
Existing General Plan Land Use Public Utilities—Flood Control(PU-FC) Designation:
Existing Zoning Classification: Public—Flood Control(PB-FC) Site Size: 9.2 Acres(Remainder basin to be 11.1 Acres) Building/Suite Size: Single family dwellings ranging in size from 2,062 square feet to 2,690 square feet.
Access: Primary access is provided from 15th Street and Campus Avenue.
Emergency Vehicle Access(EVA)/Exit only from 15th Street.
Existing Conditions: Detention Basin
Surrounding Land Uses: Direction Land Use General Plan Zone North Multi-family Residential SP SP
and Golf Course
East Flood Control Basin PU-FC/R PB-FC
South Single-family Residential SFR-L and RS-7.5 and SFR-M RS-10
West Single-family Residential SFR-L RS-7.5
See Image 1—Vicinity Map
Specific Plan No. 18-02, General Plan Amendment No. 18-04, Zone Previous Applications/Entitlements: Change No. 18-04,Tentative Tract No. 20245 (TT-18-03), Site Plan No. 18-10,Design Review No. 18-14,and Environmental Assessment Review No. 0070
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- Conservation Area
- Modified Basin
- 15th St Extension and Public Improvements
General Plan and Zoning
The Project includes a General Plan Amendment(GPA)to change the General Plan Land Use Map designation for the Site from Public Utilities — Flood Control (PU-FC) to Villa Serena Specific Plan (SP), which will allow for residential land use development at a density of 7.1 dwelling units per acre.Adoption of the Specific Plan designation by ordinance will change the City's zoning map from Public/Institutional(PB/I)to"Villa Serena Specific Plan"(SP) as shown in Image 2 and 3 below.
Image 2—Current General Plan Image 3—Current Zoning
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The project site is within an urban area primarily surrounded by residential uses. This project follows this trend by establishing a specific plan that includes the development of a planned residential development with 65 detached single-family homes.The proposed project density of 7.1 du/ac is consistent with the surrounding developments and the existing General Plan Designation to the south—"Single-Family Medium Residential(SFR-M)"which permits 4- 10 dwelling units per acre,as shown below:
1. "Mountain View"community to the west is approximately 5 du/ac;
2. "Red Hill North"to the east is approximately 5.5 du/ac
3. "Upland Hills Country Club"to the north is approximately 8 du/ac(net).
4. The existing residential neighborhood to the south is approximately 4-6 du/ac.
The Villa Serena Specific Plan document(See Attachment A of Exhibit D) identifies consistency with the General Plan elements including the Land Use Element, Community Character and Urban Design Element, Economic Sustainability Element, Circulation Element, Open Space and Conservation Element, Public Services and Facilities Element,Healthy Community Element and the Safety Element. A complete analysis is provided in Section 6 of the Villa Serena Specific Plan document.
Housing Element
The project site is included in the City's recently adopted 2021-2029 Housing Element Sites Inventory, specifically included under Table B6, Current Projects. New housing units approved and expected to be completed during the planning period are credited toward the City's housing needs. This development will be reported on the Annual Progress Report (APR) provided to the California Department of Housing and Community Development (HCD), which shows the City's status and progress in implementing its Housing Element. In addition, to obtain final certification of the Housing Element from the State, all housing sites must be rezoned, as identified in the Housing Element.Failure to approve the proposed Specific Plan may result in delayed certification of the Housing Element as the units accounted for on this project site may need to be replaced with another potential housing site.
Specific Plan
The State of California Government Code,Title 7,Division 1,Chapter 3,Article 8,Section 65450-57,grants authority to cities to adopt specific plans for purposes of implementing the goals and policies of their general plans. The Government Code specifies that specific plans may be adopted either by resolution or by ordinance and that the specific plan must be consistent with the General Plan. The Government Code sets forth the minimum requirements
and review procedures for specific plans including a land use plan,an infrastructure and public services plan,criteria and standards for development,and implementation measures.
The Specific Plan serves as the legal document to implement the General Plan land use designation for the Project Site. The Villa Serena Specific Plan (SP) provides the zoning for development of the Project Site as a planned residential development with a density of 7.1 dwelling units per acre. The Specific Plan establishes custom land use and development regulations designed to govern development of the Project. In instances where the Specific Plan is silent,regarding a specific development standard or procedure for implementing the Specific Plan,the Zoning Code Title 17, (Planning and Zoning)will prevail.The Specific Plan provides a"blueprint"for development of the Project and establishes permitted uses,a land use plan,the development requirements,and design criteria. The Specific Plan will be integrated into the Upland Zoning Code by modification of Upland Municipal Code section 17.09.040,which lists all the Specific Plans within the City of Upland.
Tentative Tract Map
The proposed Tentative Tract Map will subdivide the 9.2-acre parcel into 65 numbered lots and twelve(12)lettered lots. The numbered lots contain single-family residential homes.The lots range in size from 3,325 square feet to 5,805 square feet, with a majority of the lots being approximately 3,500 square feet in area. Each lot is approximately 47 feet in width and a minimum of 71 feet in depth,with lots 18, 23 and 24 being oversized to accommodate curves in the street system. Lettered lots contain open space elements,landscaping and easements needed primarily for sewer and storm drain infrastructure. (See Exhibit F—Tentative Tract Map) Prior to the Final Map being recorded,the applicant is required to submit for review and approval, a Declaration of Covenants,Conditions,and Restrictions(CC&R's). The CC&R's are required to outline property owner obligations towards the common ownership of the lettered lots(e.g.maintenance,HOA fees),and limitations on the use of their property.
Site Plan
The projects site layout consists of a central private street(Coyote Run Drive)oriented east-west,with homes on both the north side and south side of the street. Homes on the southwest portion of the project site are buffered from 15th Street by an approximately 20-foot-wide landscape easement. The easement, as well as 15th Street, contains needed storm drain infrastructure that provides connection to the remainder basin. Homes in the southeast area of the project site will be located behind existing residential homes that face onto 15th Street.The existing homes on 15th will back up to a 50-foot-wide open space area that will include an HOA open space trail and landscaped area, as well as a public trail leading to the existing basin trail. Homes on the north side of the site will have rear yards adjacent to the Upland Hills Golf Course. In addition,the north side of the project site is proposed to contain a 5-foot-wide common lot that contains curb and gutter needed to direct run-off from the golf course into the storm drain system.Finally,two remaining homes located at the eastern boundary of the site within the development will face west,with rear yards facing the remainder basin.The Site Plan is included under Exhibit G.
Open space areas will be placed intermittently throughout the project site,with a primary open space area centralized at the intersection of the private road and secondary access.The open space elements are connected via walking trial in the southeast portion of the site, mentioned above, and through the sidewalk network provided in the project.
Finally,the City will maintain access to the basin via the proposed private streets, and an access road at the eastern boundary of the project site.Fences and walls will be provided around the project boundaries, and individual yards.
All walls within public view will be constructed of split face block,with interior fences being constructed of vinyl.A perimeter wall on the south side of the project site will be constructed of 6-foot-tall split face block wall,with columns spaced at the corners of each lot. On the golf course side to the north, a tubular steel fence with split face block columns will be provided to preserve views.The Specific Plan outlines development standards for the homes built in the project,outlined below in Table 1.
Table 2
DEVELOPMENT STANDARDS
Lot Criteria Required Provided Complies?
Min.Lot Width 47' Min.47' Yes
Min.Lot Depth 71' Min.71' Yes
Min.Lot Area(sq.ft.) 3,300 Min.3,300 Yes
MINIMUM SETBACKS
Front Setback
Living Area 10' Min. 10' Yes
Street Facing Garage 19' Min. 19' Yes
Side Setback
From Interior PL 5' Yes
From Street 5' Yes
Rear Setback
Main Structure 15' 15' Yes. Specific Plan allows for 10% of lots at the time of development to
deviate from rear yard setback. One
lot,No.43,has a 13' setback.
Lot Coverage
Max.Coverage 60% 40-45% Yes
Maximum Building Height
Main Structure 2 Stories-Max.35' 25' 1.5" Yes Walls,Fences and Hedges
Maximum Height at Interior or Rear 6' 6'Max. Yes Property Line
Maximum Height of Project Perimeter 6' 6'Max. Yes Walls
Maximum Height of Retaining Walls 4' 4'Max. Retaining wall at northern boundary at Project Boundary will be a combination of retaining and perimeter fencing not exceeding
a combined total of 10' at the highest
point,as seen from the south.
Maximum Height of Retaining Walls 4' 4'Max. Yes Between Lots and within Project
Boundary
Parking and Circulation
The Specific Plan requires a total of one, 2-car garage per dwelling unit, plus 2 open parking spaces within the driveway per unit. Each residence will be provided a two-car garage and contain a minimum 19-foot long by 18-foot wide driveway(as conditioned)that can accommodate 2 vehicles per driveway,totaling 260 parking spaces meeting the minimum established in the Specific Plan. In addition,parallel street parking will also be available throughout the project site on the south side of the primary street, Coyote Run Drive. The total number of street parking will be determined after the San Bernardino County Fire Department identifies all required red curb locations. Overall, the project will provide adequate parking for residents and guests.
Ingress and egress to the Project Site is provided from 15th Street at two locations.The primary(gated)access would be provided through the extension of 15th Street, which would allow residential entry from Campus Avenue. This access would be installed within the unimproved 15th Street right-of-way area, south of the existing Mountain View development and north of the R.V.storage facility.This private access street would meander northbound at the current terminus of 15th Street. A new public pocket part at the existing 15th Street terminus would prevent access through 15th Street to Campus Avenue to prevent cut-through trips through the surrounding neighborhood. Secondary access point is provided towards the east end of the project,near the intersection of 13th Avenue and 15th Street. This will only provide egress for residents leaving the project and full emergency access to/from 15th Street.
Ultimate right-of-way improvements for 15th Street include 40 feet of paved travel area with a 5-foot-wide sidewalk and an 8-foot-wide landscaped parkway on each side of 15th Street,for a total right-of-way width of 66 feet.As part of the Project,the developer will construct an additional 8-feet of travel area, a new 5-foot sidewalk and an 8-foot- wide landscaped parkway within the existing right of way adjacent to the Project Site. See Figure 1.
Figure 1
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On-site vehicular circulation would consist of a private street(Coyote Run Drive)varying in width from approximately 26 to 38 feet.A 5-footwide sidewalk would be provided on the south side of the street,with the north side of the street including enhanced paving within the street to delineate a walking area. A gate and service road located at the eastern boundary of the project site would provide access to flood control basin,with easements granting the City of Upland access rights through the development.Maintenance crews would access the gate and service road from the project's western entry and private internal street.
Pedestrian circulation will be provided by sidewalks throughout the site. Sidewalks will also provide access to all open space areas,including the linear open space walking path at the southeast area of the project site.The connection of the Project to the public walkway system is provided at both entries to the project on 15th Street,as well as a gate into the new public pocket park at 15th Street right-of-way. This connects the project site to the greater community and provides for a bicycling and pedestrian friendly environment.
The project includes a 10-foot-wide public pedestrian access path from the eastern 15th Street access point to the basin trail. Currently, the basin is accessed by pedestrians illegally, through an opening in the existing chain-link fence.
The project has included this as a public pathway as many of the existing neighbors expressed a desire to continue accessing the basin trail for recreational purposes. The project also includes a new fence,between the basin trail and the basin,to ensure the public is prevented from accessing the basin directly.
Architecture
Three separate and distinct architectural styles have been selected for the development, which include Spanish, Italianate,and French Country. The Project will also include 4 different models,with each model having an iteration of one of the 3 architectural designs. All homes are proposed to be 2-stories. This creates a variations of color, materials,textures which enhances the streetscape. Details of the architectural designs include:
Spanish. The Spanish style features a strong form and massing,plain stucco wall surfaces, and tile roofs. The front elevations are simply articulated with defining characteristics of the Spanish architectural style,including the use of textured wooden doors,s-tile roofing,archways,decorative clay pipes,ornamental ironwork and window framing and inset windows.
Image 4-Spanish Elevations
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Italianate.The Italianate style as interpreted and conceived by Southern California architects of the early 20th century, adapted the grand formal elegance of the Italian Renaissance estate with a localized approach to detailing and scale.
Distinguishing features of this style include hip roofs,S-tile roofs,decorative horizontal banding,solid eaves,shaped stucco window sills,shutters and shaped stucco corbels.
Image 5-Italianate Elevations
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French Country.The French Country style is based upon early American interpretations of French Medieval architec- ture that made its way across the United States from the Mississippi regions around the turn of the century.
Distinguishing features include a steeper roof slope than other styles which provides for a diverse street scene,concrete shake style roof,corbels, shutters,bay windows and trellises.Decorative gable ends are incorporated for texture and color accompaniments.
Image 6-French Country Elevations
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In addition,enhanced elevations are provided in all areas of public view,including product facing onto the golf course. elevation enhancements (e.g. shutters,window trim, etc.)be provided on the second level of homes facing onto the Golf Course and 15th Street.
As mentioned above,the project will include 4 different models. The models include the following details:
Plan# Plan Size(SF) Number of Bedrooms Number of Bathrooms 1 2,062 SF 3 2.5
2 2,225 SF 3 -4 2.5-3
3 2,465 SF 4-5 2.5-3
4 2,690 SF 5 3
(See Exhibit H—Architectural Plans and Exhibit I-Photo Simulations)
Landscaping
The Villa Serena Specific Plan, Section 4 provides design criteria for on-site landscaping. The landscape design requirements encompass "hardscape" elements such as entry monuments, signage, walls, fences, gates, paving, recreation and picnic equipment,as well as"softscape"elements such as trees,shrubs,vines and ground cover. Design requirements include California native/drought tolerant trees, plant and ground covers. The builder will install groundcover and appropriate shrubs and trees in the front yards of homes within residential areas,with the rear yards being homeowner installed.
Automatic irrigation will be installed within the front yards of all residential areas,common open space areas and the perimeter will also be provided by the home builder. The conceptual landscape plan provides a layered and varied design that includes native plants and ornamental plants.The plan incorporates a mix of native trees like Coast Live Oak and California Sycamore, as well as non-native evergreens such as Afghan Pine and Holly Oak for year-round greenery.Flowering trees include Yellow Trumpet Tree and Western Redbud to prove additional variety and color.A diverse selection of Shrubs and groundcovers include native sages,buckwheats, and deer grasses,as well as colorful options magenta rockrose and lavender create visual interest and a layered structure.
This landscape design enhances the projects aesthetic appeal and supports sustainable maintenance and water conservation within the community. At project build-out, the HOA will maintain all landscaping within the open space areas including the 15th Street public open space area and project perimeter. Prior to the issuance of construction permits,the applicant is required to submit,for review and approval,final landscape plans for the project. Landscape plans will include all open space areas, common landscaped areas, right-of-way landscaping and typical front yard landscaping.
The perimeter wall, as designed and conditioned,will be a split face block wall with a decorative cap and columns will be provided around the perimeter of the project site,including the project boundary between the open space area/ walking path and the existing residences to the south. Block walls are also required in all places in public view, including around open space areas,side yards and street side yards,etc. Prior to the issuance of construction permits, the applicant is required to submit a wall and fence plan for review and approval by the Development Services Department.
Open Space
The Project provides approximately 47,000 square feet,just over one acre,of open space.As shown on the open space plan,the project includes six(6)open space elements,including a primary open space area,trail,and five(5)pocket parks. The primary open space area includes a 0.75-acre recreation area with a community pool,pool house with restrooms,and areas improved with picnic tables and barbeque and picnic areas.Connected to the primary open space area is the trial, that includes exercise equipment and provides a connection to the basin trail. Included within the development,four(4)individual pocket parks totaling 9,526 square feet are planned for passive and active recreation uses for residents. The pocket parks are accessible from sidewalks and will include shady landscape areas with benches, picnic tables, and children's play areas, exercise equipment and open turf. The pocket parks and trail are strategically placed above underground infrastructure, including storm drain and sewer infrastructure to ensure the City of Upland has access for future maintenance. The fifth pocket park will be constructed within the 15th Street right-of-way. Currently, 15th Street dead ends at the northwest corner of 15th Street and Fernando Avenue.This area will be utilized for a public pocket park that will include an open turf area, sidewalk around the area, and benches.
Plans for the pocket parks are included within Exhibit J.
Grading and Basin Modifications
The primary modification to the project site includes filling in the existing basin to allow for residential construction and deepening the eastern portion of the remaining basin 7 feet to accommodate increased flood control operations.
Currently,the existing basin is approx. 1,415 feet above mean sea level(amsl),with the top of the berm being approx. 1,430 asml. The project site will be filled to level out the property to accommodate for residential development. At the eastern and western boundaries of the project site,the pad elevations will be approximately 1,429 asml,with the center of the development being approximately 1,425 asml. This results in the project sloping towards the center, where the development will have storm water infrastructure. Furthermore, the development's sewer system will follow this slope and exit the development and connect to the sewer in 156 Street at the secondary access point.
Grading within the site would attempt to balance cut/fills for the site(16,765 cubic yards[cy] of cut and 80,926 cy of fill).Total earthwork for the proposed project is estimated to be approximately 46,000 cy of cut and 87,000 cy of fill,
resulting in an import of approximately 41,000 cy of material. All construction traffic will use the extension of 15th Street to access the project site.
As indicated previously,the consulting firm of Madole and Associates,Inc.prepared a drainage study in 2017 for the 15th Street Basin. Based on the analysis,the study determined that a surplus of 9.2 acres,located on the westerly end of the existing basin could be developed,and that the remaining basin area of 11.1 acres would be sufficient for flood control operations without impacting downstream facilities. The modifications to the remainder 11.1-acre basin include modifications to the bottom of the remaining basin from the toe of the new slope at the western edge, to a point approximately 900 linear feet to the east by grading the bottom of the basin in this area to an elevation of approximately 1,405 to 1,410 feet above mean sea level(amsl)from an existing elevation of 1,414 to 1,415 feet amsl.
The excess cut material generated would be utilized as fill for the new berm to be located at the western edge of the reconfigured basin,as well as for fill within the project site.The remainder of the existing flood control basin would not be modified, deepening the westerly portion approximately 5.5 acres of the basin, including a new berm on the western boundary and modification of the inlet/outlet structures,as shown in Image 7,and described below:
1. Extension of the basin inlet pipe currently located at the north-west corner of the basin will be extended approximately 1,900 linear feet through the south side of the project into the modified basin.
2. An existing local inlet pipe located approximately 300' east of the Project Site's easterly boundary will be routed through the Project Site to the modified basin.
3. An existing concrete channel located approximately 60' west of the eastern edge of the Project Site will be picked up in a new pipe and routed through the Project Site into the modified basin.
4. The basin outlet pipe will be extended approximately 1,800 feet, from the southeast corner of the modified basin westerly to the proposed Project egress, then south into 15th Street and west along 15th Street connecting to the existing outlet pipe.
5. An emergency spillway will be constructed at the intersection of Grove Avenue and the Basin Ima.e7
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..• ...4--,...,., 'N L- -A, I..v..„ 4.11-. ) I' 1 -r, In, in" ,1004P-le, ellighlitil ap IlUdi 111 NO I i :.16:7,e. i nl . ,;,,,,,,„ di--7- 01 -qui, most ,,,,. 1r I kti , ritrir Ailiat. 1 4.41 P. , r-Jelif ,;g1Tik2.4;A r-. _.7.7 L -1 .1. ?Ile 1.....1 For additional details,please see Exhibit K—Rough Grading and Storm Drain Plans.
ENVIRONMENTAL DETERMINATION
On April 13, 2020,the City Council of Upland adopted a Mitigated Negative Declaration(MND), supported by an Initial Study(IS/MND),for the proposed project.A Notice of Determination(NOD)was subsequently filed on April 14,2020.However, as mentioned above,the IS/1VIND was challenged in the San Bernardino County Superior Court in the case Friends of Upland Wetlands v. City of Upland.The court found that there is substantial evidence supporting a fair argument that the project site contains wetlands,and that the project may result in significant biological impacts, groundwater recharge impacts,noise impacts,and aesthetic impacts.The IS/MND and related approvals were set aside by the ruling. In addition,the ruling ordered consultation with the responsible agencies be undertaken to determine whether the project impacts wetlands and to address the environmental factors mentioned above.
The ruling did not require the preparation of an EIR,but staff determined the best route to proceed with the project was the preparation of a focused Environmental Impact Report (EIR) to thoroughly analyze the project's potential environmental effects,including those issues raised in the legal challenge.The environmental topics identified in the court's ruling mentioned above were analyzed and the staff opted to expand the EIR's scope to include greenhouse gas emissions,transportation,and tribal cultural resources.In accordance with State CEQA Guidelines Section 15128, which allows the incorporation of adequately examined material from prior documents,this EIR draws upon analysis from the original Initial Study, the court's decision in Friends of Upland Wetlands v. City of Upland, consultation with City staff, and input received during the scoping process. Based on this the following potential environmental effects of the proposed project would be less than significant or have no impacts;therefore,these topics are"scoped out"and not further studied in detail in this EIR:agriculture and forestry resources,cultural resources,energy,geology and soils, hazards and hazardous materials, land use, mineral resources, population and housing, public services, recreation,utilities and service systems,and wildfire.Each of these environmental factors are addressed in the original Initial Study,included as Appendix A-5 in the EIR.
A Notice of Preparation(NOP)was issued on February 8,2022,to inform responsible agencies and interested parties that an EIR would be prepared for the project. The NOP was distributed to public agencies, organizations, nearby property owners, and individuals likely to be interested in the potential impacts of the project. A public scoping meeting was held on June 8, 2022,to gather feedback on the scope and content of the EIR.Both written and verbal comments from the public were received during the scoping period and considered in the development of the EIR.
Copies of the NOP,written comments,and a summary of verbal comments are provided in Appendix A of the EIR.
The Draft EIR was initially circulated from May 28,2024,to July 11,2024,pursuant to Section 15105(c)of the State CEQA Guidelines. The Notice of Availability(NOA)was published in accordance with the State CEQA Guidelines, which included publishing in the Inland Valley Daily Bulletin, posting on the State Clearinghouse (CEQAnet) and posted with the Clerk of the Board of Supervisors. In addition,the NOA mailed to all property owners within 1,500 feet of the project site to all agencies, organizations that may have an interest in the project(e.g. San Antonio Water Company,Upland Unified school District,Utility companies).
Due to a distribution error and the receipt of additional project information, including the incorporation of updated technical studies and minor edits to the Specific Plan,the City re-circulated the Draft EIR pursuant to Section 15088.5 of the CEQA Guidelines. A second full 45-day review period extended from November 4, 2024 to December 18, 2024.
The EIR includes Exhibits L,M and N,which include the Final EIR that contains the response to comments,and any minor changes to the EIR the MMRP, the Draft EIR(M)which contains the analysis of the project and mitigation measures and the Appendices (N), which include all the technical documents that support the conclusions and mitigation for the EIR.
As mentioned, the ruling found that the project may result in significant biological impacts, groundwater recharge impacts,noise impacts,and aesthetic impacts.These issues are summarized below:
1. Aesthetic Impacts. The Aesthetics section of the EIR evaluates the visual impacts of the proposed project.
The analysis found that the project site is surrounded by residential neighborhoods, golf courses, and RV storage facility.The area features suburban development patterns with intermittent views of the San Gabriel Mountains, including Mt. Baldy, though these are mostly obstructed by trees and existing structures. The visual character of the site will change with the introduction of new homes and landscaping; however, the homes will be consistent in height and style with nearby developments. The Specific Plan includes design standards to maintain visual harmony,regulate lighting to minimize glare,and preserve limited public views
of scenic resources.No significant adverse aesthetic impacts are anticipated, and cumulative visual impacts are expected to be less than significant due to compliance with city design standards and policies.
2. Biological Impacts. The Biological Resources section of the EIR assesses the ecological impacts of the project. The impact analysis evaluates potential direct, indirect, and cumulative impacts of the proposed project on biological resources within the project site. The project area includes the entire flood control basin with riparian,wetland,and upland habitats a review of species present on the project site,and potential habitat for any species.The analysis also found several ephemeral,man-made drainage features that were mapped as California Depattutent of Fish and Wildlife (CDFW) streambeds,but they do not fall under U.S. Army Corps of Engineers.
The implementation of numerous mitigation measures (BIO-1 to BIO-9) are included to ensure Project impacts are less than significant. Mitigation measures are included that protect special status species, including nesting bird and burrowing owl surveys prior to the start of construction.I addition,the applicant shall provide evidence to the City that a qualified biologist (or biologists), approved by the California Department of Fish and Wildlife (CDFW), has been retained to perform surveys, prepare and implement mitigation plans, and/or conduct monitoring activities. This biologist shall be present on site prior to and during all ground-disturbance and habitat-disturbing activities and shall be authorized to move special species out of harms way.Furthermore,Construction crews will be trained in recognizing sensitive wildlife.For any future sightings of special-status species(e.g.,burrowing owl,gnatcatcher),a qualified biologist will assess appropriate actions including delaying work,relocation under regulatory guidance and protective fencing and exclusion zones
To further protect biological resources,mitigation is included requiring the project must obtain permits from CDFW(e.g., Streambed Alteration Agreement),even if U.S. Army Corps of Engineers and Regional Water Board permits are not needed.The applicant has already began to implement this mitigation by negotiating with CDFW and competing a Streambed Alteration Agreement. Once the project is approved,the applicant will sign the agreement (Exhibit 0). Finally, to full implement the agreement, a Habitat Mitigation and Monitoring Program (HMMP), as required by Mitigation Measure BIO-8 has been drafted to create a conservation area,which will consist of 1.2 acres of mule fat scrub and to enhance 0.3 acre of wetland within
1.5 acres in the eastern portion of the basin.
3. Groundwater Recharge Impacts. The hydrology and water quality analysis concludes that the proposed residential development will have less-than-significant impacts on water resources.Located within the Santa Ana River Watershed and the Chino Subbasin, the site currently functions as a flood control basin and contributes to groundwater recharge. During construction, potential erosion and pollutant runoff will be controlled through a Stormwater Pollution Prevention Plan(SWPPP)and Best Management Practices under state permits. The project will not require groundwater dewatering due to groundwater levels. Once operational, stormwater from impervious surfaces will be managed through a Water Quality Management Plan (WQMP) incorporating Low Impact Development strategies. Notably, the project will enhance groundwater recharge capacity from 6.45 to 9.7 acre-feet annually.The site is outside flood or tsunami zones, and the project aligns with local and regional water quality plans,resulting in no significant impacts.
4. Noise impacts. Noise is generally defined as any unwanted sound. Noise is generally measured is in A- weighted decibels (dBA) from the nearest "sensitive receptor" (residential use) and is regulated by the General Plan Safety Element,Upland Municipal Code Chapter 9.40 Unnecessary Noise and Federal Transit Administration,which establishes thresholds for significance.The Noise Impacts section of the EIR evaluates the noise generated by the project,including operational noise/vibration and construction noise and vibration.
Operational noise is the noise generated by the project after construction resulting from traffic, stationary, and other operational noise sources (i.e. air conditioning units, open space areas). The noise analysis found that all operational noise impacts, during the day and at night,including traffic-related noise,would be less than significant,and no mitigation is warranted.
i Project construction noise was analyzed and found that construction activities result in noise level increases it ranging from 7.9 to 18.0 dBA above ambient during the daytime hours, therefore, the unmitigated construction noise level increase at these receptors is a potentially significant impact requiring mitigation.In addition,construction vibration was analyzed which found that sensitive receptors within 12 feet to 187 feet from typical construction activities at the project site boundary would result in vibration levels estimated to range from 60.8 to 96.6 vibration velocity decibels(VdB), exceeding the FTA Transit Noise and Vibration
Impact Assessment Manual maximum acceptable vibration criteria of 78 VdB for daytime residential uses at receivers located within 50 feet of a project site.
Mitigation measures have been included(NOI-1 to NOI-9)that require the use of temporary sound barriers, limitation on the use and placement of construction equipment and compliance with the Upland Noise Ordinance in order to reduce noise impacts to less than significant.
Many comments received during the public review period included traffic related concerns related to the development.
To summarize, the project traffic analysis found that no significant impacts would be created by the project. The analysis considered both a Level of Service(LOS)and a Vehicle Miles Travelled(VMT)analysis.
Regarding LOS, the Study Area intersections included: Campus Avenue at 14th, 15th, and 16th Street, and Coyote Run Drive at East and West 15th Street. Existing intersections currently operate at an acceptable LOS (LOS D or greater) during the a.m.peak hour and p.m.peak hour under Existing Condition.The proposed project is anticipated to generate a total of 614 two-way vehicle trips per day, with 46 a.m. peak-hour trips and 61 p.m. peak-hour trips.
After project build-out,the intersections, including the new project driveways,will continue to operate at LOS D or greater,therefore no impacts will occur.
The proposed project was found to meet Low VMT Area screening criterion, per the project's VMT Screening Evaluation.15 As one of the three screening criteria for VMT was met,the project would not conflict or be inconsistent with State CEQA Guidelines Section 15064.3, subdivision (b). Impacts would be less than significant, and no mitigation measures are required.
Additional Mitigation is included to ensure the project does not cause any significant impacts. Those include mitigation related to Cultural Resources and Tribal Cultural Resources, Geology and Soils, as well as mitigation carried over from the IS/MND, such as Utilities and Service System Mitigation. With the implementation of all mitigation measures,the project is not anticipated to cause any significant impacts.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
After project approval and construction,the project will result in an increase in revenue in the form of property taxes and development impacts fees. Additionally, the Development Agreement for the project includes a profit-sharing provision. This provision requires that, once the developer has recovered the$3.5 million owed to them by the City owed,any net profits resulting from the sale of the property will be split,with 65%of the profits going to the developer and 35%going to the City.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Certify Environmental Impact Report and Mitigation Monitoring Program.
ORDINANCE NO. 1998
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF UPLAND, CALIFORNIA APPROVING ZONE CHANGE NO. ZC-23-
0002 TO AMEND THE ZONING DESIGNATION OF THE PROJECT
SITE FROM PUBLIC INSTITUTIONAL (PB/I) TO SPECIFIC PLAN (SP) LOCATED AT ASSESSOR'S PARCEL NUMBER (APN) 1045-
121-04 SHOWN IN EXHIBIT A AND TO AMEND UPLAND MUNICIPAL CODE SECTION 17.09.040 ADDING "VILLA SERENA
SPECIFIC PLAN".
WHEREAS, Colonies Partners L.P. c/o Brian Bush (Applicant) has filed applications requesting approval of the Project; and
WHEREAS, the development is considered a project as defined by the California Environmental Quality Act (CEQA), Public Resources Code Section 21000 et seq.; and
WHEREAS, the State of California Government Code Section 65300 requires the City to adopt and maintain a General Plan that contains certain elements, describes its long-term goals, and develop policies and programs to achieve those goals; and
WHEREAS; the State of California Government Code Section Government Code 65450-57 grants authority to cities to adopt specific plans for purposes of implementing the goals and policies of their general plans; and WHEREAS, the City of Upland is the lead agency for the preparation and consideration of environmental documents for the Project, as defined in the California Environmental Quality Act and the State of California Guidelines for the Implementation of the California Environmental Quality Act; and WHEREAS, pursuant to the California Environmental Quality Act (Public Resources Code § 21000 et seq.) ("CEQA"), the City of Upland as the lead agency determined that an Environmental Impact Report ("EIR") should be prepared to analyze all potential adverse environmental impacts of project; and WHEREAS, in accordance with Sections 15063 and 15082 of the CEQA Guidelines, a Notice of Preparation (NOP) of an Environmental Impact Report (EIR) was prepared and circulated on February 8, 2022. The NOP was circulated to the public, local and state agencies, and other interested parties to solicit comments on the project and a public scoping meeting was held on June 8, 2022; and WHEREAS, based on the responses to the Notice of Preparation, the City prepared a Draft EIR and a formal Notice of Completion ("NOC") of the Draft EIR with the State Clearinghouse and the Clerk of the Board of Supervisors on May 28, 2024; and
WHEREAS, a Notice of Availability was prepared and circulated for the required 45-day public review period from May 28, 2024, to July 11, 2024, pursuant to Section 15105(c) of the State CEQA Guidelines. Copies of the Draft EIR were available for public review at the Planning Division Public Counter and Public Library as well as the City of Upland website; and,
Ordinance No. 1998
WHEREAS, due to a distribution error and the incorporation of updated technical studies and minor edits to the Specific Plan, the City recirculated the Draft EIR pursuant to Section 15088.5 of the CEQA Guidelines. A second full 45-day public review period ran from November 4, 2024 to December 18, 2024; and WHEREAS, the City received a total of 22 comment letters from regional agencies, tribal parties, and individuals during the two rounds of review; and WHEREAS, following the close of the public comment period and after review of the comments received on the Draft EIR, the City prepared a Final EIR, consisting of comments received on the Draft EIR, written responses to those comments, and minor modifications that do not require recirculation of the Draft EIR. For purposes of this Resolution, the "EIR" shall refer to the Final EIR and Draft EIR, including all of the technical studies and appendices to the Draft EIR; and WHEREAS, all of the requirements of CEQA and the State CEQA Guidelines have been satisfied by the City of Upland in the EIR, which is sufficiently detailed so that all of the potentially significant environmental effects of the Proposed Project have been adequately evaluated; and
WHEREAS, the EIR prepared in connection with the Project sufficiently implement mitigation measures necessary to avoid the Project's potential environmental impacts in accordance with CEQA and the State CEQA Guidelines; and WHEREAS, the City of Upland Planning Division on April 1, 2025, mailed the public hearing notice to each property owner within a 1500-foot radius of the project site indicating the date and time of the public hearing in compliance with state law concerning the Project; and
WHEREAS, the City of Upland Planning Division on April 2, 2025 posted two (2) true and correct copies of the legal notice at the Upland City Hall Bulletin Board and at the Upland Public Library in accordance with the Upland Municipal Code Section
17.46.020; and
WHEREAS, the City of Upland Planning Division on April 2, 2025, published a legal notice in the Inland Valley Daily Bulletin, a local paper of general circulation, indicating the date and time of the public hearing in compliance with state law concerning the Project; and
WHEREAS, the City of Upland Planning Commission on April 23, 2025, reviewed the FEIR and Mitigation Measures and made a recommendation that the City Council of the City of Upland approved the Final Environmental Impact Report ("FEIR") and Mitigation Monitoring and Reporting Program ("MMRP"); and WHEREAS, the City of Upland Planning Division on May 15, 2025, mailed the public hearing notice to each property owner within a 1500-foot radius of the project site indicating the date and time of the public hearing in compliance with state law concerning the Project; and
Ordinance No. 1998
WHEREAS, the City of Upland City Clerk on May 19, 2025, published a legal notice in the Inland Valley Daily Bulletin, a local paper of general circulation, indicating the date and time of the public hearing in compliance with state law concerning the Project; and
WHEREAS, the City of Upland City Clerk on May 19, 2025 posted two (2) true and correct copies of the legal notice at the Upland City Hall Bulletin Board and at the Upland Public Library in accordance with the Upland Municipal Code Section
17.46.020; and
WHEREAS, the City of Upland City Council on June 9, 2025, reviewed the Final Environmental Impact Report and Mitigation Monitoring and Reporting Program and Certified the document.
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. Ordinance: Amending the Municipal Code.
1. Amend the Zoning Designation of the project site APN: 1045-121-04 from Public/Institutional (PB/I) to Specific Plan (SP) as shown in Exhibit A, attached hereto and incorporated herein by reference
2. Section 17.09.040 of Chapter 17.09 of Title 17 of the Upland Municipal Code is hereby amended as follows:
"§ 17.09.040. Specific Plan Overlay Zone.
Refer to the applicable specific plan document for land use regulations, development standards, and application review procedures associated with that specific plan. The city contains the following specific plan areas:
1. The Colonies (SPR-7)
2. Upland Hills Country Club (SPR-6)
3. Historic Downtown Upland (SPR-16)
4. College Park (SPR-9)
5. College Commerce Center (SPR-8)
6. Harvest at Upland (SPR-12)
7. Foothill Benson Terrace (SPR-11)
8. Foothill Walk (SPR-10)
9. Wyeth Cove (SPR-13)
10. Park View (SPR-14)
11. Enclave (SPR-15-01)
12. Villa Serena Specific Plan (SP-23-0002)"
Ordinance No. 1998
Section 3. FINDINGS. The City Council hereby makes the following findings and determinations in connection with the approval of the Ordinance:
A. The above Recitals are true and correct and are incorporated herein by this reference.
B. Upland Municipal Code Section 17.48.060 provides that the Planning Commission, before it may recommend a Zoning Map Amendment, shall make a determination to allow the activity based upon the following findings:
1. Finding: The proposed amendment is consistent with the General Plan and any applicable community or specific plan as provided by Government Code Section 65860.
Evidence: The project is inclusive of a General Plan Amendment to amend the Land Use Designation of the Project from Public Utilities - Flood Control (PU-FC) to Specific Plan (SP). This Zoning Amendment is to amend the Zoning from Public/Institutional (PB/I) to Specific Plan (SP). Government Code Section 65860 requires a city's zoning ordinance to be consistent with the general plan, therefore the project is consistent with Government Code Section 65860.
2. Finding: The proposed amendment will not be detrimental to the public interest, health, safety, or welfare of the City.
Evidence: The proposed Zoning Amendment will not be detrimental to the public interest, health, safety, or welfare because the amendment will result in residentially zoned land via the Specific Plan, consistent with the surrounding residential land uses. The project will result in additional property tax generation. All impacts caused by the project have been determined to be less then significant, with potentially significant impacts being mitigated to ensure impacts are less then significant. The project has been reviewed and appropriately conditioned by Building and Safety, Public Works and Police and Fire Services to further ensure public interest, health, safety, or welfare of the City.
3. Finding: The proposed amendment is internally consistent with other applicable provisions of the Zoning Ordinance.
Evidence: The proposed text amendment adds the Villa Serena Specific Plan to the list of Specific Plans within the Zoning Ordinance, thereby making direct reference to the specific plan within the UMC 17.09.040 ensuring the document is consistent with and integrated with the Zoning Ordinance.
4. Finding: The affected site is physically suitable in terms of design, location, shape, size, and other characteristics to ensure that the
Ordinance No. 1998
proposed uses and development will not endanger, jeopardize, or otherwise constitute a hazard to the property, surrounding properties, and the community at large.
Evidence: Plans were submitted with the application that show the site is physically suitable in terms of design, location, shape, and size. The plans show adequate space for the implementation of the specific plan, including the development of the 65 residential homes, private and common open space as well as necessary infrastructure improvements to serve the development. The plans show the proposed architectural and landscape design makes use of appropriate materials, texture, and color, and will remain aesthetically appealing and appropriately maintained. The Storm Drain Improvement plans show the basin will continue to operate adequately. The project has been appropriately conditioned by Police and Fire Services, and mitigation measures have been incorporated into the project to ensure the new development does not endanger, jeopardize, or otherwise constitute a hazard to the property, surrounding properties, and the community at large.
Section 4. Determination. In light of the evidence presented at the hearing on this application, and based on the findings set forth above, the City Council hereby finds the requirements necessary to approve Zone Change No. ZC-23-0002.
Section 5. Compliance with California Environmental Quality Act. Pursuant to the California Environmental Quality Act (CEQA) Guidelines and the City's Local Guidelines, pursuant to the California Environmental Quality Act (Public Resources Code § 21000 et seq.) ("CEQA"), the City of Upland as the lead agency determined that an Environmental Impact Report ('HEIR") should be prepared to analyze all potential adverse environmental impacts of project. Based on the findings contained in the EIR, it was determined that Mitigation Measures related to Biological Recourses, Geology and Soils, Cultural Resources, Noise and Vibration and Tribal Cultural Resources were required. In addition, mitigation measures are carried over from the original project Initial Study and Mitigated Negative Declaration, which includes Utilities and Service System mitigation related to hydrology.
Section 6. 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 7. Effective Date. This Ordinance shall become effective thirty (30) days from its adoption.
Section 8. 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
Ordinance No. 1998
circulation printed and published within the City of Upland, pursuant to all legal requirements.
PASSED, APPROVED, AND ADOPTED this 23rd day of June, 2025.
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 9th day of June, 2025, and was adopted at a regular meeting of the City Council of the City of Upland on the 23rd day of June, 2025, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Keri Johnson, City Clerk
Attachment A
Ordinance No. 1998
The Zoning District of the project site, highlighted below, APN: 1045-121-04 shall be amended from Public/Institutional (PB/I) To Specific Plan (SP) for the Villa Serena Specific Plan.
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4<�°v °p`qt CITFUP LAND
o "The City of Gracious Living"
- -
DATE: June 23,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:MARCELO BLANCO,POLICE CHIEF
LON TEAGUE,POLICE CAPTAIN
JACOB KIRK,POLICE LIEUTENANT
SUBJECT: CONSIDER APPROVING THE EXPANSION OF THE POLICE DEPARTMENT TACTICAL
TEAM'S BREACHING PROGRAM TO INCLUDE EXPLOSIVE BREACHING RECOMMENDED ACTION:
It is recommended that the City Council approve the implementation of an Explosive Breaching Program for the Police Department's Tactical Team (SWAT), including the purchase of all necessary materials and equipment to support training and operational use.
GOAL STATEMENT
The proposed action supports the City's goal of maintaining and improving the safety of our community and staff.
BACKGROUND
Per Assembly Bill(AB)481 and Government Code 7071,law enforcement agencies are required to obtain approval from their governing body prior to acquiring items that are defined as"military equipment."The materials used in the explosive breaching program are defined under AB 481 Category 7:Battering rams,slugs,and breaching apparatuses that are explosive in nature.
Since the inception of the police department's SWAT Team,our tactical operators have utilized mechanical breaching methods to gain access to structures during critical incidents. These methods have proved to be successful in most cases; however,they can cause a significant delay in the time it takes to gain entry, and they can expose our tactical operators to unnecessary risks. Explosive breaching will provide our SWAT Team with an efficient breaching option when entry points are fortified or when a rapid breach is necessary to resolve a high-risk situation
ISSUES AND ANALYSIS
A review of our SWAT Team's breaching capabilities revealed significant limitations in situations requiring immediate access to fortified or barricaded structures.The addition of an explosive breaching program would provide the Department with the necessary tools to safely and efficiently manage high-risk operations and would bring the Department up to industry standards in its breaching capabilities.
Our SWAT Team currently has two (2)operators who have completed a California POST-approved 88-hour Master Breacher course. During this training, our operators received 54-hours of training specifically related to explosive breaching and the associated ATF(Bureau of Alcohol,Tobacco,Firearms and Explosives)regulations.The option to use an explosive breach will be at the discretion of the SWAT Commander.
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 total estimated cost to purchase the equipment for the explosive breaching program is $19,000. There are available funds in the Patrol Maintenance & Equipment Account No. 1013211-5246 ($10,000) and Patrol Other Equipment Account No. 1013211-5233 ($9,000).
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
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.�, �` "The City of Gracious Living"
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DATE: June 23,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER
STACI SULLIVAN,FINANCE MANAGER
SUBJECT: CONSIDER APPROVAL OF MAY WARRANT AND PAYROLL REGISTERS RECOMMENDED ACTION:
It is recommended that the City Council approve the May warrant registers totaling$11,293,162.63 (check numbers 52852 — 53173 and direct disbursements) and payroll registers totaling $3,015,019.74 (check numbers 164179 — 164193 and electronic fund transfers 54823 -55678).
GOAL STATEMENT
The proposed action supports the City's goal of managing the City's resources in a fiscally responsible and transparent manner.
BACKGROUND
The City Council is presented with the financial disbursements for the purchase of materials,supplies,services,capital projects,and payroll warrants issued in the prior month. This process provides the City Council with the opportunity to review the monthly expenses of the city.
ISSUES AND ANALYSIS
In accordance with Government Code 37208,the Finance Manager hereby certifies that the attached warrant registers, direct disbursements and payroll registers have been found to conform to the approved budget and have been paid.
These demands are submitted to the City Council for review and approval.
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
Funds are available for the payment of the warrant registers,direct disbursements and payroll registers in accordance with the Fiscal Year 2024-25 operating budget.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
T..,�.�4°,u--- City of Upland
,: .r. Accounts Payable Check Reconciliation Register `9itFOR, ' 05/01/2025-05/31/2025
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 52852 05/07/2025 PRINTED 1681 10-8 RETROFIT INC 9,810.35 52853 05/07/2025 PRINTED 15750 AFLAC PREMIUM HOLDING 730.20 52854 05/07/2025 PRINTED 3 AIRGAS USA LLC 1,174.17 52855 05/07/2025 PRINTED 289 ARROW TRAILER SUPPLIES INC 71.61 52856 05/07/2025 PRINTED 715 BACKFLOW PREVENTION DEVICE INSPECTIONS,INC 236.97 52857 05/07/2025 PRINTED 1374 BAY ALARM COMPANY 1,067.81 52858 05/07/2025 PRINTED 119661 BEST BEST&KRIEGER LLP 34,179.01 52859 05/07/2025 PRINTED 1647 C.I.SERVICES,INC 1,132.00 52860 05/07/2025 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 4,830.65 52861 05/07/2025 PRINTED 2130 DEPT OF CONSERVATION 3,464.34 52862 05/07/2025 PRINTED 82651 ECONOLITE SYSTEMS,INC 20,856.00 52863 05/07/2025 PRINTED 16701 ENVIROMINE INC 6,687.50 52864 05/07/2025 PRINTED 2435 EVERSOFT 610.67 52865 05/07/2025 PRINTED 1990 FASTLANE AUTO REPAIR INC 1,782.57 52866 05/07/2025 PRINTED 96251 FORD OF UPLAND 13,403.62 52867 05/07/2025 PRINTED 58311 GHA TECHNOLOGIES INC 43.00 52868 05/07/2025 PRINTED 111251 GNA BROOK FIRE PROTECTION INC 300.00 52869 05/07/2025 PRINTED 290 GRAINGER 1,816.41 52870 05/07/2025 PRINTED 1360 GRISWOLD INDUSTRIES 4,089.49 52871 05/07/2025 PRINTED 72691 HAAKER EQUIPMENT CO 2,132.97 52872 05/07/2025 PRINTED 1941 HASA INC 2,720.06 52873 05/07/2025 PRINTED 88061 HISTORIC DOWNTOWN UPLAND 3,149.80 52874 05/07/2025 PRINTED 329 HOLLIDAY ROCK CO INC 780.12 52875 05/07/2025 PRINTED 629 HONEYCOTT, INC 690.00 52876 05/07/2025 PRINTED 47821 INLAND VALLEY HOPE PARTNERS 5,364.00 52877 05/07/2025 PRINTED 106951 INTEGRATED TECHNOLOGY 1,149.58 52878 05/07/2025 PRINTED 9463 JB'S POOLS&PONDS,INC 94.51 52879 05/07/2025 PRINTED 841 JOHNSTONE SUPPLY OF UPLAND 78.69 52880 05/07/2025 PRINTED 15595 L D M ASSOCIATES INC 30,480.25 52881 05/07/2025 PRINTED 102 LIGHTING INSTYLE 257.23 52882 05/07/2025 PRINTED 406 M2 IMAGE SOLUTION 217.66 52883 05/07/2025 PRINTED 1935 MACIAS REFRIGERATION INC. 2,500.05 52884 05/07/2025 PRINTED 16385 MAIN STREET SIGNS 469.80 52885 05/07/2025 PRINTED 21341 MATT CHLOR INC 6,015.84 52886 05/07/2025 PRINTED 1123 HYATT LEGAL PLANS,INC 714.00 52887 05/07/2025 PRINTED 238 MOUNTAIN VIEW CHEVROLET,INC 730.24 52888 05/07/2025 PRINTED 1740 O-REILLY AUTO ENTERPRISES, LLC 108.61 52889 05/07/2025 PRINTED 67381 ROUTE 66 CAR WASH INC 744.00 52890 05/07/2025 PRINTED 90591 S&J SUPPLY CO INC 8,754.41 52891 05/07/2025 PRINTED 11671 SAN BERNARDINO COUNTY 3.85 52892 05/07/2025 PRINTED 1970 SHARP BUSINESS SYSTEMS 9,535.89 52893 05/07/2025 PRINTED 1619 PATRICIA L SONTAG 2,105.67 52894 05/07/2025 PRINTED 43011 SMITH-EMERY LABORATORIES 1,127.70 52895 05/07/2025 PRINTED 1608 STAFFING NETWORK HOLDINGS,LLC 2,552.80 52896 05/07/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 739.03
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CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 52999 05/14/2025 PRINTED 3557 UNDERGROUND SERVICE ALERT 359.94 53000 05/14/2025 PRINTED 17022 UPLAND MUSIC SCHOOL 892.50 53001 05/14/2025 PRINTED 63381 UTILITY COST MANAGEMENT LLC 11,288.63 53002 05/14/2025 PRINTED 14735 VERIZON WIRELESS 118.06 53003 05/14/2025 PRINTED 14735 VERIZON WIRELESS 272.39 53004 05/14/2025 PRINTED 14735 VERIZON WIRELESS 94.82 53005 05/14/2025 PRINTED 14735 VERIZON WIRELESS 7.80 53006 05/14/2025 PRINTED 14735 VERIZON WIRELESS 10,524.73 53007 05/14/2025 PRINTED 1725 WEST COAST ARBORISTS INC 3,118.00 53008 05/14/2025 PRINTED 5193 ZAILO,ROBERT 580.50 53009 05/14/2025 PRINTED 999999 BRYTON POWER 616.00 53010 05/14/2025 PRINTED 999999 ENERGY SAVINGS COMPANY 72.80 53011 05/14/2025 PRINTED 999999 ENERGY SAVINGS COMPANY 32.80 53012 05/14/2025 PRINTED 999999 SUNRUN INSTALLATION SERVICES 504.80 53013 05/14/2025 PRINTED 999999 SUNRUN INSTALLATION SERVICES 504.80 53014 05/21/2025 PRINTED 1681 10-8 RETROFIT INC 26,194.43 53015 05/21/2025 PRINTED 36721 ALHAMBRA REPROGRAPHICS INC 132.78 53016 05/21/2025 PRINTED 207 ADLERHORST INTERNATIONAL LLC 105.93 53017 05/21/2025 PRINTED 39171 ALL AMERICAN ASPHALT 228,323.00 53018 05/21/2025 PRINTED 12564 ALL CITY MANAGEMENT SERVICES INC 10,839.00 53019 05/21/2025 PRINTED 289 ARROW TRAILER SUPPLIES INC 69.27 53020 05/21/2025 PRINTED 6683 ATMAA INC 2,800.00 53021 05/21/2025 PRINTED 119831 AXON ENTERPRISE,INC 43,950.49 53022 05/21/2025 PRINTED 1374 BAY ALARM COMPANY 41.16 53023 05/21/2025 PRINTED 1769 BIO-TOX LABORATORIES 1,850.00 53024 05/21/2025 PRINTED 120021 BRIGHTVIEW 75,866.67 53025 05/21/2025 PRINTED 819 BRINKS,INC 1,223.44 53026 05/21/2025 PRINTED 11923 C L S LANDSCAPE MANAGEMENT 14,000.00 53027 05/21/2025 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 2,455.32 53028 05/21/2025 PRINTED 1951 CANTEEN REFRESHMENTS 326.46 53029 05/21/2025 PRINTED 12511 CALIFORNIA COMPUTER SCHOOLS 125.00 53030 05/21/2025 PRINTED 1479 MAP COMMUNICATIONS INC 229.41 53031 05/21/2025 PRINTED 448 CINTAS CORPORATION 3,492.23 53032 05/21/2025 PRINTED 1755 CIVICA LAW GROUP,APC 17,795.31 53033 05/21/2025 PRINTED 163 CLINICAL LABORATORY OF SAN BERNARDINO,INC 195.00 53034 05/21/2025 PRINTED 1306 COMPLETE PAPERLESS SOLUTIONS 93,694.36 53035 05/21/2025 PRINTED 1500 THE CUSTOM GRAPHICS 269.38 53036 05/21/2025 PRINTED 1153 DENCO LIEN SALES,INC 620.00 53037 05/21/2025 PRINTED 19101 DURAN,MAURICE 619.42 53038 05/21/2025 PRINTED 2025 ECOGREEN VISION LLC 64,083.50 53039 05/21/2025 PRINTED 1551 ELECTRO-MECH SCOREBOARD CO. 22,953.36 53040 05/21/2025 PRINTED 2085 ERGOGENESIS WORKPLACE SOLUTIONS, LLC 2,260.23 53041 05/21/2025 PRINTED 1407 ESCRIBE SOFTWARE LTD 20,332.18 53042 05/21/2025 PRINTED 97141 EUROFINS EATON ANALYTICAL INC 48,266.00 53043 05/21/2025 PRINTED 1562 EVCO CLEANING SUPPLIES LLC 44.15 53044 05/21/2025 PRINTED 1541 FERGUSON WATERWORKS 52,555.07 53045 05/21/2025 PRINTED 78 FRONTIER 94.90 53046 05/21/2025 PRINTED 78 FRONTIER 1,238.78 53047 05/21/2025 PRINTED 78 FRONTIER 43.19 53048 05/21/2025 PRINTED 11463 GENERAL PUMP CO 17,770.00 53049 05/21/2025 PRINTED 58311 GHA TECHNOLOGIES INC 129.00
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 53050 05/21/2025 PRINTED 1090 GOVINVEST INC 7,700.00 53051 05/21/2025 PRINTED 1714 GENUINE PARTS COMPANY 242.03 53052 05/21/2025 PRINTED 290 GRAINGER 506.44 53053 05/21/2025 PRINTED 2049 GREEN'S AUTO TECH 6,794.96 53054 05/21/2025 PRINTED 1938 GUARANTEED JANITORIAL SERVICE,INC. 7,392.96 53055 05/21/2025 PRINTED 1941 HASA INC 1,648.52 53056 05/21/2025 PRINTED 329 HOLLIDAY ROCK CO INC 1,170.18 53057 05/21/2025 PRINTED 15090 HOLLIDAY TRUCKING INC 5,363.49 53058 05/21/2025 PRINTED 629 HONEYCOTT, INC 150.00 53059 05/21/2025 PRINTED 1723 HUNTINGTON HARDWARE CO.INC 746.07 53060 05/21/2025 PRINTED 1800 IMPERIAL COUNTY OFFICE OF EDUCATION 3,426.01 53061 05/21/2025 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 65,095.35 53062 05/21/2025 PRINTED 841 JOHNSTONE SUPPLY OF UPLAND 300.98 53063 05/21/2025 PRINTED 772 KIDS SPORTS NEWS NETWORK 3,000.00 53064 05/21/2025 PRINTED 2038 LA VERNE POWER EQUIPMENT, INC 55.43 53065 05/21/2025 PRINTED 102 LIGHTING INSTYLE 158.03 53066 05/21/2025 PRINTED 679 MCCANN, NICHOLAS 229.37 53067 05/21/2025 PRINTED 1332 MERIDIAN RAPID DEFENSE GROUP 12,883.90 53068 05/21/2025 PRINTED 1694 MILLER MENDEL,INC 16.11 53069 05/21/2025 PRINTED 238 MOUNTAIN VIEW CHEVROLET,INC 702.09 53070 05/21/2025 PRINTED 203 MV CHENG&ASSOCIATE 3,807.50 53071 05/21/2025 PRINTED 16877 NEXTDAY DELIVERY SERVICE, INC 301.56 53072 05/21/2025 PRINTED 83491 NOBEL SYSTEMS 3,840.00 53073 05/21/2025 PRINTED 117121 NUCKLES OIL COMPANY INC 30,491.19 53074 05/21/2025 PRINTED 2089 ROBERT NURSALL 218.00 53075 05/21/2025 PRINTED 1740 O-REILLY AUTO ENTERPRISES, LLC 1,272.69 53076 05/21/2025 PRINTED 1419 ONYX PAVING COMPANY INC 609,856.02 53077 05/21/2025 PRINTED 6625 P F SERVICES INC 190.00 53078 05/21/2025 PRINTED 1434 POWERDMS INC 5,981.65 53079 05/21/2025 PRINTED 62081 QUADIENT LEASING USA,INC 2,150.13 53080 05/21/2025 PRINTED 1864 REAL GONE PEST CONTROL 280.00 53081 05/21/2025 PRINTED 2082 REVIVAL ANIMAL HEALTH,LLC 1,594.20 53082 05/21/2025 PRINTED 99181 ROBERT HALF 8,100.00 53083 05/21/2025 PRINTED 67381 ROUTE 66 CAR WASH INC 994.00 53084 05/21/2025 PRINTED 90591 S&J SUPPLY CO INC 26,107.31 53085 05/21/2025 PRINTED 601 SAN ANTONIO WATER CO 2,738.61 53086 05/21/2025 PRINTED 1947 SHOETERIA INC 184.31 53087 05/21/2025 PRINTED 131121 SHRED-IT USA JV LLC 1,445.97 53088 05/21/2025 PRINTED 1393 SIDEPATH INC 48,853.57 53089 05/21/2025 PRINTED 507 SERVIAM BY WRIGHT LLP 4,565.00 53090 05/21/2025 PRINTED 637 SMART&FINAL IRIS CO 714.64 53091 05/21/2025 PRINTED 1608 STAFFING NETWORK HOLDINGS,LLC 3,622.56 53092 05/21/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 932.77 53093 05/21/2025 PRINTED 2056 STACI SULLIVAN 15.99 53094 05/21/2025 PRINTED 1014 SUNSET AUDIO VISUAL 12,880.63 53095 05/21/2025 PRINTED 99981 THOMSON REUTERS-WEST PAYMENT CENTER 1,790.54 53096 05/21/2025 PRINTED 62321 U.S.TELEPACIFIC CORP 2,570.37 53097 05/21/2025 PRINTED 62321 U.S.TELEPACIFIC CORP 1,276.13 53098 05/21/2025 PRINTED 62321 U.S.TELEPACIFIC CORP 1,462.92 53099 05/21/2025 PRINTED 125411 TYLER TECHNOLOGIES INC 800.00 53100 05/21/2025 PRINTED 62571 HD SUPPLY FACILITIES MAINTENANCE LTD. 3,420.19
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 53101 05/21/2025 PRINTED 14735 VERIZON WIRELESS 4,644.78 53102 05/21/2025 PRINTED 14735 VERIZON WIRELESS 620.32 53103 05/21/2025 PRINTED 14735 VERIZON WIRELESS 437.94 53104 05/21/2025 PRINTED 14735 VERIZON WIRELESS 722.86 53105 05/21/2025 PRINTED 14735 VERIZON WIRELESS 263.93 53106 05/21/2025 PRINTED 14735 VERIZON WIRELESS 314.51 53107 05/21/2025 PRINTED 2068 VORTEX OPTICS 1,244.43 53108 05/21/2025 PRINTED 1653 MARIA E WALWORTH 250.00 53109 05/21/2025 PRINTED 1725 WEST COAST ARBORISTS INC 236,049.50 53110 05/21/2025 PRINTED 1325 WILLDAN ENGINEERING 20,240.00 53111 05/21/2025 PRINTED 14050 WILLDAN FINANCIAL SERVICES 1,211.00 53112 05/21/2025 PRINTED 999999 OPENDOOR LABS INC 0.59 53113 05/21/2025 PRINTED 999999 OPENDOOR LABS INC 72.33 53114 05/21/2025 PRINTED 999999 OPENDOOR LABS INC 77.69 53115 05/21/2025 PRINTED 999999 OPENDOOR LABS INC 5.60 53116 05/21/2025 PRINTED 999999 OPENDOOR LABS INC 71.49 53117 05/21/2025 PRINTED 999999 TIMOTHY HARRISON 50.34 53118 05/29/2025 PRINTED 1230 2ND AMENDMENT ZONE,INC 1,799.43 53119 05/29/2025 PRINTED 36721 ALHAMBRA REPROGRAPHICS INC 158.50 53120 05/29/2025 PRINTED 207 ADLERHORST INTERNATIONAL LLC 80.81 53121 05/29/2025 PRINTED 1313 ALLIED UNIVERSAL SECURITY SERVICES 22,051.73 53122 05/29/2025 PRINTED 131971 ANNEALTA GROUP 18,690.00 53123 05/29/2025 PRINTED 1729 ANTHESIS SERVICES 7,725.77 53124 05/29/2025 PRINTED 1719 BARCUSCO LLC 15,000.00 53125 05/29/2025 PRINTED 40451 BMI 889.00 53126 05/29/2025 PRINTED 1503 BROWN AND CALDWELL 20,221.39 53127 05/29/2025 PRINTED 38001 CALIF STATE CONTROLLER 315.57 53128 05/29/2025 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 1,374.25 53129 05/29/2025 PRINTED 1743 COOKIES N PINTS LLC 14,997.16 53130 05/29/2025 PRINTED 45421 COSTAR REALTY INFORMATION GROUP INC 859.42 53131 05/29/2025 PRINTED 1147 COUNTS UNLIMITED,INC 380.00 53132 05/29/2025 PRINTED 1554 CUCAMONGA JUMPERS PARTY RENTAL 635.00 53133 05/29/2025 PRINTED 4696 CUCAMONGA VALLEY WATER DISTRIC 92.48 53134 05/29/2025 PRINTED 1153 DENCO LIEN SALES,INC 745.00 53135 05/29/2025 PRINTED 124 DEPARTMENT OF JUSTICE 959.00 53136 05/29/2025 PRINTED 1002 DUNN-EDWARDS 30.51 53137 05/29/2025 PRINTED 82651 ECONOLITE SYSTEMS,INC 41,219.39 53138 05/29/2025 PRINTED 10485 EXPERIAN 75.00 53139 05/29/2025 PRINTED 96251 FORD OF UPLAND 17,811.75 53140 05/29/2025 PRINTED 573 FRIENDS OF THE UPLAND PUBLIC LIBRARY 29.00 53141 05/29/2025 PRINTED 58311 GHA TECHNOLOGIES INC 697.75 53142 05/29/2025 PRINTED 1090 GOVINVEST INC 2,950.00 53143 05/29/2025 PRINTED 28871 GRAFFITI PROTECTIVE COATINGS, INC 7,176.65 53144 05/29/2025 PRINTED 1345 JULIE HERNANDEZ 9,955.00 53145 05/29/2025 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 59,674.44 53146 05/29/2025 PRINTED 14657 INLAND VALLEY RECOVERY SVCS 7,005.00 53147 05/29/2025 PRINTED 114501 INTERWEST CONSULTING GROUP 34,968.18 53148 05/29/2025 PRINTED 63221 J C I JONES CHEMICALS INC 5,190.13 53149 05/29/2025 PRINTED 79821 K S M ELECTRIC 4,866.81 53150 05/29/2025 PRINTED 1548 KEYSER MARSTON ASSOCIATES,INC 5,383.75 53151 05/29/2025 PRINTED 53781 LEAD TECH ENVIRONMENTAL 4,160.00
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 53152 05/29/2025 PRINTED 102 LIGHTING INSTYLE 261.44 53153 05/29/2025 PRINTED 23581 MAGNOLIA COLONY APARTMENTS 79,005.25 53154 05/29/2025 PRINTED 1655 MICHAEL BAKER INTERNATIONAL INC 10,583.80 53155 05/29/2025 PRINTED 1370 SKSJ ENTERPRISES INC 15,000.00 53156 05/29/2025 PRINTED 16760 POLY-CORR INDUSTRIES INC 3,175.67 53157 05/29/2025 PRINTED 2098 PRO-FIVE BREWING COM 15,000.00 53158 05/29/2025 PRINTED 1731 R E S ENVIRONMENTAL INC 2,060.00 53159 05/29/2025 PRINTED 2070 RAFTELIS FINANCIAL CONSULTANTS, INC 3,652.50 53160 05/29/2025 PRINTED 99181 ROBERT HALF 2,600.00 53161 05/29/2025 PRINTED 67381 ROUTE 66 CAR WASH INC 834.00 53162 05/29/2025 PRINTED 90591 S&J SUPPLY CO INC 5,750.61 53163 05/29/2025 PRINTED 601 SAN ANTONIO WATER CO 259,889.47 53164 05/29/2025 PRINTED 28271 SOUTH COAST AQMD 837.35 53165 05/29/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 1,629.09 53166 05/29/2025 PRINTED 58351 TOM MALLOY CORP 421.76 53167 05/29/2025 PRINTED 125411 TYLER TECHNOLOGIES INC 1,675.00 53168 05/29/2025 PRINTED 690 VALENCIA,JOSE 397.00 53169 05/29/2025 PRINTED 1653 MARIA E WALWORTH 125.00 53170 05/29/2025 PRINTED 1325 WILLDAN ENGINEERING 10,200.00 53171 05/29/2025 PRINTED 999999 CHARLEY YONKO 50.00 53172 05/29/2025 PRINTED 999999 DAVID COTTON 1,170.00 53173 05/29/2025 PRINTED 999999 KIRAN GILL 4.50 PRINTED CHECKS(322 COUNT) $ 3,341,450.88
50125000 05/01/2025 MANUAL 65181 CALPERS 243,490.44 50125001 05/01/2025 MANUAL 441 MIDAMERICAADMIN&RETIREMENT SOLUTIONS, LLC 2,045.10 50125002 05/01/2025 MANUAL 621 KAREN LONG 187.50 50125003 05/01/2025 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,072.00 50125004 05/01/2025 MANUAL 2041 AFSCME DC 36 990.00 50125005 05/01/2025 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,310.00 50125006 05/01/2025 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 384.00 50125007 05/01/2025 MANUAL 1597 TRUSTMARK VOLUNTARY BENEFIT ADMINISTRATOR 2,337.82 50125008 05/01/2025 MANUAL 1594 COBRA PROFESSIONALS, INC 2,728.97 50125009 05/01/2025 MANUAL 618 ICMA-RC 1,731.25 50225000 05/02/2025 MANUAL 65181 CALPERS 1,621.17 50225001 05/02/2025 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 81,626.67 50225002 05/02/2025 MANUAL 32091 SOUTHERN CALIF EDISON CO 25,626.82 50225003 05/02/2025 MANUAL 116231 NEOPOST USA INC 5,000.00 50225004 05/02/2025 MANUAL 1589 LIVELY INC 3,504.94 50525000 05/05/2025 MANUAL 543 SOUTHERN CALIF GAS COMPANY 4,958.17 50525001 05/05/2025 MANUAL 43651 U S BANK NATIONAL ASSN 69,891.87 50525002 05/05/2025 MANUAL 1282 WESTERN ALLIANCE BUSINESS TRUST 85,812.15 50625000 05/06/2025 MANUAL 760 WATER FACILITIES AUTHORITY 112,968.79 51325000 05/13/2025 MANUAL 83401 CARL WARREN&CO 49,647.42 51325001 05/13/2025 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 696,905.90 51325002 05/13/2025 MANUAL 1845 LWP CLAIMS SOLUTIONS INC 38,211.99 51425000 05/14/2025 MANUAL 627 STATE OF CALIFORNIA EMPLOYMENT DEVELOPMENT 12,738.00 51525000 05/15/2025 MANUAL 65181 CALPERS 200.00 51625000 05/16/2025 MANUAL 2041 AFSCME DC 36 990.00 51625001 05/16/2025 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 384.00 51625002 05/16/2025 MANUAL 1594 COBRA PROFESSIONALS, INC 2,522.72
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 51625003 05/16/2025 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 80,053.32 51625004 05/16/2025 MANUAL 621 KAREN LONG 187.50 51625005 05/16/2025 MANUAL 441 MIDAMERICAADMIN&RETIREMENT SOLUTIONS, LLC 1,851.46 51625006 05/16/2025 MANUAL 618 ICMA-RC 1,731.25 51625007 05/16/2025 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,072.00 51625008 05/16/2025 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,217.00 52025000 05/20/2025 MANUAL 65181 CALPERS 234,081.71 52025001 05/20/2025 MANUAL 32091 SOUTHERN CALIF EDISON CO 235,488.79 52125000 05/21/2025 MANUAL 1449 CALIFORNIA ASSET MANAGEMENT PROGRAM-CAMP 5,000,000.00 52125001 05/28/2025 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 167,983.28 52125002 05/21/2025 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 23,934.84 52125003 05/21/2025 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 19,727.65 52225000 05/22/2025 MANUAL 754 PUBLIC AGENCY COALITION ENTERPRISE 116,580.17 52225001 05/22/2025 MANUAL 960 MUNICIPAL DENTAL POOL 28,390.18 52225002 05/22/2025 MANUAL 114711 METROPOLITAN LIFE INSURANCE CO 1,658.69 52325000 05/23/2025 MANUAL 126761 THE LINCOLN NATIONAL LIFE INS 8,440.90 52325001 05/23/2025 MANUAL 1337 STANDARD INSURANCE COMPANY 3,179.04 52325002 05/23/2025 MANUAL 760 WATER FACILITIES AUTHORITY 297,650.80 52325003 05/23/2025 MANUAL 441 MIDAMERICAADMIN&RETIREMENT SOLUTIONS, LLC 34,180.93 52325004 05/23/2025 MANUAL 2048 CENTER FOR EMPLOYMENT OPPORTUNITES INC 3,000.00 52925000 05/29/2025 MANUAL 2019 STONE CREEK ESCROW, INC 21,200.00 52925001 05/29/2025 MANUAL 1282 WESTERN ALLIANCE BUSINESS TRUST 85,812.15 53025001 05/30/2025 MANUAL 91491 LIBRARY SYSTEMS&SERVICES LLC 121,301.00 53025002 05/30/2025 MANUAL 441 MIDAMERICAADMIN&RETIREMENT SOLUTIONS, LLC 1,878.79 53025003 05/30/2025 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 4,607.52 53025000 06/02/2025 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 4,607.52 MANUAL CHECKS(53 COUNT) $ 7,956,704.18
35220 06/23/2021 VOID 11000 TEAGUE, LON (46.00) 36664 10/13/2021 VOID 575 MICHELLE MADRIZ (57.55) 42141 01/25/2023 VOID 679 MCCANN,NICHOLAS (229.37) 42846 03/22/2023 VOID 29001 DELANEY,CHRISTOPHER (30.00) 48959 07/10/2024 VOID 1486 NORMA FLORES (21.99) 53025000 06/02/2025 VOID 1499 EMPOWER TRUST COMPANY,LLC (4,607.52) VOID CHECKS(3 COUNT) $ (4,992.43)
PRINTED CHECKS(322 COUNT) $ 3,341,450.88
MANUAL CHECKS(53 COUNT) $ 7,956,704.18
VOID CHECKS(3 COUNT) $ (4,992.43)
PRINTED&MANUAL CHECK TOTALS $ 11,293,162.63
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r, Vendor Payments Made Greater Than$100,000
`9L464‘0P 05/01/2025-05/31/2025
TOTAL PAID FOR MAY 2025
VENDOR LISTING(SUM OF PAYMENTS>$100,000 TOTAL DESCRIPTION ALL AMERICAN ASPHALT $ 228,323.00 LEXINGTON ST,1ST AVE&2ND AVE STREET REHAB PROJECT C P CONSTRUCTION CO $ 166,250.00 RESERVOIR OVERFLOW AIR GAP PROJECT CALIFORNIA ASSET MANAGEMENT PROGRAM-CAMP $ 5,000,000.00 INVESTMENT ACTIVITY CALPERS $ 479,393.32 RETIREMNT/PENSION EMPOWER TRUST COMPANY,LLC $ 170,895.03 RETIREMENT/DEFERRED COMP INLAND EMPIRE UTILITIES AGENCY $ 821,675.69 WATER/WASTEWATER TREATEMENT AGENCY KAISER FOUNDATION HEALTH PLAN $ 211,645.77 EMPLOYEE MEDICAL LIBRARY SYSTEMS&SERVICES LLC $ 121,301.00 LIBRARY MANAGEMENT CONTRACT ONYX PAVING COMPANY INC $ 609,856.02 ALLEY REHAB PHASE II PUBLIC AGENCY COALITION ENTERPRISE $ 116,580.17 EMPLOYEE MEDICAL SAN ANTONIO WATER CO $ 262,628.08 WATER UTILITY BILL SOUTHERN CALIF EDISON CO $ 261,115.61 ELECTRICITY UTILITY WATER FACILITIES AUTHORITY $ 410,619.59 WATER/WASTEWATER TREATMENT AGENCY WEST COAST ARBORISTS INC $ 239,167.50 TREE SERVICES WESTERN ALLIANCE BUSINESS TRUST $ 171,624.30 MULTI FAMILY HOUSING LOAN NOTE TOTAL $ 9,271,075.08
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4/13/2025 Through 4/26/2025 Check Date: 5/1/2025
Checks $2,087.91
Manual Checks $0.00
Void Checks ($3,396.60)
Direct Deposit $771,918.32
Manual Direct Deposit
Void Direct Deposit
$770,609.63 I
Taxes
4/13/2025 Through 4/26/2025 Check Date: 5/1/2025
Federal 149,315.16
State 47,198.56
$ 196,513.72 I
Prepared by: Yesica Montoya
$ 967,123.35
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4/27/2025 Through 5/10/2025 Check Date: 5/15/2025
Checks $2,295.51
Manual Checks $0.00
Void Checks $0.00
Direct Deposit $779,751.47
Manual Direct Deposit
Void Direct Deposit
$782,046.98 I
Taxes
4/27/2025 Through 5/10/2025 Check Date: 5/15/2025
Federal 152,102.74
State 48,104.63
$ 200,207.37I
Prepared by: Yesica Montoya
$ 982,254.35
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5/11/2025 Through 5/24/2025 Check Date: 5/29/2025
Checks $12,256.92
Manual Checks $0.00
Void Checks $0.00
Direct Deposit $838,513.76
Manual Direct Deposit
Void Direct Deposit
$850,770.68 I
Taxes
5/11/2025 Through 5/24/2025 Check Date: 5/29/2025
Federal 162,350.53
State 52,520.83
$ 214,871.36 I
Prepared by: Yesica Montoya
$ 1,065,642.04
CITY
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DATE: June 23,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,CPA,ASSISTANT CITY MANAGER
STACI SULLIVAN,FINANCE MANAGER
DARREN CHAN,ACCOUNTING TECHNICIAN
SUBJECT: TREASURER'S REPORT MAY 2025
RECOMMENDED ACTION
It is recommended that the City Council receive and file the May 2025 Treasurer's Report.
GOAL STATEMENT
The proposed action supports the City's goal to manage the City's resources in a fiscally responsible manner.
BACKGROUND
Per California Government Code Section 53646(b),the City's treasurer or chief fiscal officer may render a treasurer's report to the City Council on a quarterly basis. The City has elected to provide this report to City Council monthly, but the City of Upland's Investment Policy(Approved June 10, 2024) requires the Investment Officer to provide a report quarterly to the Finance Committee at regularly scheduled meetings. This report shall include the type of investment, issuer, date of maturity,par, and dollar amount invested on all securities, current market value as of the date of the report,investments and monies held by the local agency and shall additionally include a description of any of the local agency's funds,investments,or programs,that are under the management of contracted parties,including lending programs. The report shall include a statement of compliance with the investment policy and shall include a statement noting the City's ability to meet its expenditure requirements for the next six months.
ISSUES AND ANALYSIS
The submission of the monthly Treasurer's Report is a compliance measure.
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
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority For Period Ended
May 31,2025
Investment Portfolio Cost Par Value Market Value %of Portfolio State Local Agency Investment Fund 1,303,819 _ 1,303,819 1,316,135 0.88% California Asset Management Plan 45,977,553 45,977,553 45,977,553 30.63% Negotiable Certificates of Deposit 17,244,110 17,229,000 17,194,346 11.45% Money Market Fund 937,196 937,196 937,196 0.62% Municipal Bonds 5,687,762 5,955,000 5,680,643 3.78% Government Agency Securities 74,215,404 75,387,705 73,807,904 49.17% Corporate Bonds _ 2,000,000 _ 2,000,000 _ 2,011,420 1.34% US Treasury 3,117,475 3,250,000 3,190,038 2.13% Total Investments $ 150,483,318 $ 152,040,272 $ 150,115,234 100.00% Weighted Average Days to Maturity 626.31
Blended Yield: 3.37%
Cash Cost Market Value
Bank Accounts and Change Funds 6,064,643 6,064,643
Total Cash $ 6,064,643 $ 6,064,643
Total Cash and Investments $ 156,547,961 $ 156,179,877 PARS Investment Portfolio Cost Market Value
115 Trust-OPEB Investment 2,030,909 2,674,733
115 Trust-Pension Investment 9,297,432 10,469,272 Total Restricted Funds Held in Trust $ 11,328,341 $ 13,144,005 Benchmarks:
LAIF _ 4.27%
CAMP 4.42%
2yr U.S.Treasury _ __ 3.89%
5yr U.S.Treasury 3.96%
Restricted Funds with Fiscal Agent Book Value Market Value Water Revenue Bonds 2022 _ 15,502,481 15,502,481 Water System Lease Revenue Refunding Bonds 2021 5 5 Successor Agency TARBS 2013/2016-Merged Project _ - - Colonies CFD Area#1 2022 287,726 287,726
Colonies CFD Area#2 2015 1,328,150 1,328,150 Upland 54 CFD 2004 124,917 124,917
Sycamore Hills CFD 2015-1 _ 728,560 728,560
Harvest at Upland CFD 2016-1 Area#1 576,507 576,507 Harvest at Upland CFD 2016-1 Area#2 2,164,326 2,164,326 Enclave at Upland CFD 2022-1 489,740 489,740 Sycamore Hills CFD 2015-1-2 STB 2022A 757,754 757,754 Total Restricted Funds $ 21,960,166 $ 21,960,166
1. I hereby certify that the investments are in compliance with the investment policy adopted by the City Council in June 10,2024.
2. The City has the ability to meet its budgeted expenditures for the next six months.
3. The market values for funds held in banking institutions do not change. The amounts listed as market values for these items are the same as their book values.
4. The book value for the State Pool is the withdrawal value provided by the State Treasurer.The market value of funds held by the State Treasurer equates to the City's pro-rata share of the market value of the entire State Pool.
5. Sources for current market valuation are Account Statements and the Wall Street Journal GNMA Mortgage rates on the last trading day of the month.
6. This report meets the requirements of Government Code Section 53646.
RD Signed by:
sryis u,,P 6/16/2025 I 1:52 PM PDT
Assistant City Manager(Finance Director) Date
D cusigned by:
6/17/2025 I 11:50 AM PDT
City Treasurer Date PREfg0 6@coP1212412n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
For Period Ended
May 31, 2025
Account
Fund or Account Balance
City of Upland 98-36-942 1,303,819
Market
Value
Totals $ 1,303,819 $ 1,316,135
Yield for Period Ended 5/31/2025 4.27%
Prepared byDaze
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority California Asset Management Plan
For Period Ended
May 31, 2025
Account
Fund or Account Balance
City of Upland 6113-001 45,977,553
Market
Value
Totals $ 45,977,553 $ 45,977,553
Yield for Period Ended 5/31/2025 4.42% *
*Monthly Distribution Yield per statement ending 05/31/25 Prepared,by D e h
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
May 31,2025
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date Negotiable Certificates of Deposit
A+FCU CD 00224TAN6 250,000 250,000 250,618 4.69% 02/17/2026 Alabama CU CD 01025RAF6 250,000 250,000 250,990 5.03% 12/22/2025 American Equity Bank CD 02568KAJ4 250,000 250,000 241,248 0.73% 05/27/2026 American Exp CD 02589AEZ1 250,000 250,000 253,063 4.54% 09/13/2028 BMW Bank North America CD 05580AXF6 250,000 250,000 246,875 0.51% 09/25/2025 Bank Hapoalim CD 06251A6Z8 244,000 244,000 246,994 4.45% 05/21/2029 BankUnited NA CD 066519RW1 249,000 249,000 238,475 1.41% 12/08/2026 Baxter CU CD 07181JAY0 250,000 250,000 251,193 4.48% 01/25/2027 California CD 130162BB5 250,000 250,000 251,335 5.62% 10/27/2025 Capital One NA CD 14042RQN4 250,000 250,000 239,123 1.31% 12/08/2026 Chartway FCU CD 16141 BAD3 248,000 248,000 248,955 5.03% 12/16/2025 Citibank CD 17325FBK3 513,250 500,000 506,135 4.78% 08/06/2029 City FCU Tax CD 17783PAJ0 249,000 249,000 246,781 3.99% 01/12/2029 City National Bank CD 178180GU3 250,000 250,000 250,113 4.35% 01/12/2026 Clearpath FCU CD 18507MAB7 250,000 250,000 250,103 5.10% 04/27/2026 Communitywide FCU CD 20416TAX0 250,000 250,000 250,528 4.69% 01/06/2026 Connex CU CD 208212BD1 250,000 250,000 252,053 5.36% 03/18/2026 Connexus CU CD 20825WBR0 250,000 250,000 250,130 5.15% 06/23/2025 Continental Bank CD 211163MG2 250,000 250,000 239,053 0.63% 08/24/2026 Cornerstone CD 21923MAB7 249,000 249,000 243,607 3.78% 10/01/2029 Customers Bank CD 23204HPB8 250,000 250,000 252,378 4.46% 06/14/2028 Discover Bank CD 254676AR0 250,000 250,000 253,560 4.58% 09/18/2028 Dort FCU CD 25844MBC1 250,000 250,000 251,700 4.92% 06/22/2026 Empower FCU CD 291916AE4 250,000 250,000 254,078 5.36% 10/23/2026 Essential CU CD 29669XAP3 250,000 250,000 252,658 4.65% 06/15/2027 Fahey Banking Co CD 303117DG7 250,000 250,000 248,425 3.92% 01/12/2028 First Carolina Bank CD 31944MBJ3 250,000 250,000 244,668 0.51% 12/23/2025 First Foundation Bank CD 32026U5U6 244,000 244,000 246,994 4.54% 05/22/2029 FirstBank of Nebraska CD 32116PAR9 248,000 248,000 237,004 0.63% 08/27/2026 1st Source Bank CD 33646CNW0 250,000 250,000 250,090 4.60% 01/19/2027 First Technology FCU CD 33715LEB2 249,000 249,000 246,381 3.69% 08/05/2027 Generations Bank C D 37149CAV9 250,000 250,000 245,058 3.16% 05/06/2027 Gesa CU CD 37424PAH7 250,000 250,000 252,740 5.19% 07/31/2026 Global FCU CD 37892MAM6 248,000 248,000 249,758 4.96% 06/16/2026 Great Midwest CD 39083PDQ2 249,000 249,000 251,313 4.46% 04/27/2029 Greenstate CU CD 39573LCC0 250,000 250,000 245,910 0.91% 11/24/2025 Gulf Cap Bank CD 40219MAY0 248,000 248,000 245,336 3.89% 09/27/2028 Ideal CU CD 45157PAY6 125,000 125,000 124,879 4.00% 08/29/2025 Iriquois Fed CD 46355PDQ8 249,000 249,000 251,995 4.64% 09/17/2027 Jeanne D Arc CD 472207AK5 249,000 249,000 250,688 4.37% 07/31/2028 JPMorgan Chase Bank CD 48128URC5 250,000 250,000 245,728 0.51% 11/10/2025 Liberty FED CD 53052LAU3 248,000 248,000 248,017 5.10% 06/09/2025 Live Oak Banking Company CD 538036NV2 250,000 250,000 247,180 0.56% 09/16/2025 Malaga Bank CD 56102ABK1 250,000 250,000 237,958 0.89% 11/19/2026 Meritrust FCU MTN CD 59001 PARO 225,000 225,000 224,755 3.20% 06/30/2025 Milestone Bk CD 59934MAK4 244,000 244,000 244,773 4.39% 12/15/2026 Morgan Stanley CD 61690DRE0 244,000 244,000 247,436 4.59% 05/22/2029 Morgan Stanley CD 61768E4B6 244,000 244,000 247,436 4.59% 05/22/2029 PreptmlOyairgina2n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
May 31,2025
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date NBC Bancorp Inc CD 633398AA0 248,000 248,000 249,845 4.81% 09/14/2026 New York Community Bank CD 649447UY3 250,000 250,000 249,150 0.50% 07/01/2025 Optum Bank Draper CD 68405VAU3 244,000 244,000 246,767 4.65% 09/13/2027 People's Bank CD 710275AH1 250,000 250,000 249,360 4.06% 01/12/2027 Popular Bank CD 73317ABL5 250,000 250,000 249,688 4.20% 01/08/2026 Preferred CU CD 74043RAA2 250,000 250,000 254,608 4.91% 09/15/2027 Red Crown Fed CD 756558AB8 200,000 200,000 203,046 5.32% 10/13/2026 Solarity CU CD 83418NAG6 248,000 248,000 249,927 5.01% 06/23/2026 Southeast Bank CD 84133PFC7 250,000 250,000 249,510 0.45% 06/17/2025 Southern First CD 84287PJB9 244,000 244,000 249,553 4.74% 10/17/2028 State Employees CD 85678LAA3 249,000 249,000 252,038 4.74% 05/24/2027 Tandem Bank CD 87537YAB0 250,000 250,000 249,395 0.55% 06/23/2025 Texas Exchange Bank CD 88241TMG2 249,000 249,000 238,186 1.20% 11/13/2026 Toyota Financial Savings Bank CD 89235MLE9 249,860 248,000 238,702 0.99% 07/29/2026 True Sky Credit CD 89786MAH7 250,000 250,000 252,058 4.46% 11/30/2027 TTCU Federal CU CD 89854LAD5 250,000 250,000 256,128 4.88% 07/26/2028 Tucson FCU CD 898812AC6 250,000 250,000 256,245 4.88% 09/08/2028 USAlliance FCU CD 90352RCD5 100,000 100,000 98,046 1.36% 01/28/2026 USAlliance FCU CD 90352RDL6 149,000 149,000 151,488 4.62% 06/28/2029 Union Bank CD 90520VAX1 250,000 250,000 242,613 0.62% 03/19/2026 Utah First CD 91739JAJ4 249,000 249,000 251,764 4.50% 04/30/2029 Vibrant CU CD 92559TAL2 248,000 248,000 249,972 5.31% 03/20/2026 Negotiable Certificates of Deposit Subtotal $ 17,244,110 $ 17,229,000 $ 17,194,346 Cash and Equivalents(Money Market Fund)
First American Govt OB Fund-Y 31846V203 937,196 937,196 937,196 3.94% Money Market Fund Subtotal $ 937,196 $ 937,196 $ 937,196 Municipal Bond Fund
Burbank Glendale,CA 120827EJ5 2,029,661 1,990,000 2,048,446 5.02% 07/01/2029 Corona, CA 21969AAH5 924,000 1,000,000 910,650 2.24% 05/01/2029 Klamath Trinity, CA-2021 B 498422JJ4 15,075 15,000 14,932 1.53% 08/01/2025 Riverside,CA 769036BR4 944,250 1,000,000 934,890 3.02% 06/01/2029 San Bernardino, CA 796720PA2 300,000 300,000 298,248 0.84% 08/01/2025 San Bernardino,CA 796720PB0 250,000 250,000 241,085 1.14% 08/01/2026 University,CA 91412HGG2 1,224,776 1,400,000 1,232,392 1.83% 05/15/2030 Municipal Bond Fund Subtotal $ 5,687,762 $ 5,955,000 $ 5,680,643 PrePER/61Elbargrf412n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
May 31,2025
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date Government Securities
Federal Home Ln Bks DEB 3130AKLH7 1,500,000 1,500,000 1,475,655 0.76% 12/30/2025 Federal Home Ln Bks DEB 3130AKQX7 2,000,000 2,000,000 1,952,840 0.72% 01/28/2026 Federal Home Ln Bks DEB 3130AKWK8 2,000,000 2,000,000 1,947,360 0.52% 02/12/2026 Federal Home Ln Bks DEB 3130AL6A7 1,000,000 1,000,000 975,930 0.82% 02/26/2026 Federal Home Ln Bks DEB 3130AL6L3 1,000,000 1,000,000 975,640 0.77% 02/26/2026 Federal Home Ln Bks DEB 3130ALPJ7 1,000,000 1,000,000 997,270 0.82% 06/30/2025 Federal Home Ln Bks DEB 3130AMBD3 1,500,000 1,500,000 1,468,995 2.04% 05/12/2026 Federal Home Ln Bks DEB 3130AMET5 2,000,000 2,000,000 1,968,700 1.78% 05/27/2026 Federal Home Ln Bks DEB 3130AN3R9 1,500,000 1,500,000 1,448,790 1.17% 07/20/2026 Federal Home Ln Bks DEB 3130APJ55 1,600,000 1,600,000 1,538,464 1.30% 10/26/2026 Federal Home Ln Bks DEB 3130APU37 1,500,000 1,500,000 1,439,445 1.35% 11/24/2026 Federal Home Ln Bks DEB 3130APV51 2,000,000 2,000,000 1,972,420 1.52% 11/24/2026 Federal Home Ln Bks DEB 3130AQ5D1 1,500,000 1,500,000 1,472,715 1.22% 12/22/2025 Federal Home Ln Bks DEB 3130ARCL3 1,000,000 1,000,000 972,030 2.57% 03/30/2027 Federal Home Ln Bks DEB 3130ARKL4 591,600 600,000 602,970 4.23% 04/21/2027 Federal Home Ln Bks DEB 3130AWBZ2 998,300 1,000,000 1,004,050 4.11% 06/11/2027 Federal Home Ln Bks DEB 3130AWTR1 1,991,760 2,000,000 2,029,260 4.31% 09/08/2028 Fed Home Ln Mort Corp#WN1356 3132XFQJ0 1,481,250 1,500,000 1,498,185 4.31% 04/01/2029 Fed Home Ln Mort Corp#WN1510 3132XFVC9 1,484,063 1,500,000 1,472,715 4.07% 01/01/2030 Federal Home Ln Corp#WN1516 3132XFVJ4 985,000 1,000,000 982,220 4.07% 01/01/2030 Fed Home Ln Mort Corp#WN1530 3132XFVY1 1,481,719 1,500,000 1,473,330 4.07% 01/01/2030 Fed Home Ln Mort Corp#WN1542 3132XFWC8 2,302,059 2,310,000 2,299,051 4.33% 02/01/2030 Fed Home Ln Mort Corp#WN1543 3132XFWD6 2,293,531 2,300,000 2,295,515 4.41% 03/01/2030 Fed Home Ln Mort Corp#WN2560 3132XGZ25 994,688 1,000,000 1,005,960 4.82% 01/01/2029 Fed Home Ln Mort Corp#WN5034F 3132XKSY4 2,012,500 2,000,000 1,968,980 4.21% 07/01/2029 Federal Farm Credit Bks DEB 3133ENHW3 1,250,000 1,250,000 1,247,563 1.17% 06/23/2025 Federal Farm Credit Bks DEB 3133EPN50 998,000 1,000,000 1,010,580 4.21% 12/15/2028 Federal Home Ln Corp MTN 3134GW4C7 1,379,420 1,400,000 1,337,994 0.84% 10/27/2026 Federal Home Ln Corp MTN 3134GWH82 1,500,000 1,500,000 1,484,580 0.63% 09/08/2025 Federal Home Ln Corp MTN 3134GWWT9 1,500,000 1,500,000 1,480,845 0.56% 09/30/2025 Federal Home Ln Corp MTN 3134GWZG4 2,000,000 2,000,000 1,970,700 0.61% 10/20/2025 Federal Home Ln Corp MTN 3134GXAP9 1,500,000 1,500,000 1,474,500 0.61% 11/12/2025 Federal Home Ln Corp MTN 3134GXBM5 1,500,000 1,500,000 1,474,500 0.61% 11/12/2025 Fed Natl Mortgage Assoc 3136G4A45 1,500,000 1,500,000 1,492,290 0.71% 07/22/2025 Fed Natl Mortgage Assoc#BL4424 3140HV4J0 1,420,070 1,581,700 1,451,985 2.33% 10/01/2029 Fed Natl Mortgage Assoc#BL3660 3140HVB60 1,859,520 1,971,005 1,853,750 2.88% 08/01/2029 Fed Natl Mortgage Assoc#BL5322 3140HW4G4 1,568,438 1,750,000 1,601,075 2.66% 01/01/2030 Fed Natl Mortgage Assoc#BS1416 3140LBSE4 594,825 660,000 606,520 1.19% 03/01/2028 Fed Natl Mortgage Assoc#BS4790 3140LFKC7 2,908,547 3,150,000 2,901,308 2.29% 03/01/2029 Fed Natl Mortgage Assoc#BS5506 3140LGDL3 772,922 825,000 783,379 3.26% 06/01/2029 Fed Natl Mortgage Assoc#BS5552 3140LGE24 1,995,544 2,130,000 2,038,793 3.49% 05/01/2029 Fed Natl Mortgage Assoc#BS8656 3140LKTN3 659,588 660,000 666,112 4.81% 06/01/2028 Fed Natl Mortgage Assoc#BZ0815 3140NU3Z0 1,499,063 1,500,000 1,518,030 4.59% 04/01/2029 Fed Natl Mortgage Assoc#BZ1806 3140NWAG0 1,463,438 1,500,000 1,482,630 4.09% 09/01/2029 Fed Natl Mortgage Assoc#BZ1969A 3140NWFK6 689,719 700,000 690,662 4.06% 10/01/2029 Fed Natl Mortgage Assoc#BA2127A 3140NWLH6 1,473,750 1,500,000 1,482,570 4.24% 10/01/2029 Fed Natl Mortgage Assoc#BZ2336 3140NWS22 1,491,563 1,500,000 1,509,420 4.45% 11/01/2029 Fed Natl Mortgage Assoc#BZ2399 3140NWUZ6 492,656 500,000 500,075 4.28% 11/01/2029 Preptml&Vargina2n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
May 31,2025
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date Fed Natl Mortgage Assoc#BZ2524 3140NWYW9 1,492,969 1,500,000 1,507,140 4.76% 12/01/2029 Fed Natl Mortgage Assoc#BZ2748 3140NXBS1 494,688 500,000 499,670 4.36% 01/01/2030 Fed Natl Mortgage Assoc#BZ2776 3140NXCN1 997,500 1,000,000 1,010,890 4.57% 01/01/2030 Fed Natl Mortgage Assoc#BZ3455 3140NXZV8 1,496,719 1,500,000 1,491,855 4.26% 04/01/2030 Government Securities Subtotal $ 74,215,404 $ 75,387,705 $ 73,807,904 Corporate Bonds
Royal Bank CDA Med Term 78014RZE3 2,000,000 2,000,000 2,011,420 4.72% 03/14/2030 Corporate Bonds Subtotal $ 2,000,000 $ 2,000,000 $ 2,011,420 US Treasury
US Treasury Note 2.625% 9128286B1 928,900 1,000,000 956,250 2.75% 02/15/2029 US Treasury Note 0.625% 912828ZE3 220,875 250,000 235,578 0.66% 03/31/2027 US Treasury Note 3.750% 91282CJR3 978,600 1,000,000 995,120 3.77% 12/31/2028 US Treasury Note 4.000% 91282CJW2 989,100 1,000,000 1,003,090 3.99% 01/31/2029 US Treasury Subtotal $ 3,117,475 $ 3,250,000 $ 3,190,038 Total Portfolio $ 103,201,947 $ 104,758,901 $ 102,821,547 PrePER/611323Urf412n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
May 31,2025
No.of Days to
Days Until Maturity Total by
May 31,2025 Market Value Availability Maturity Weight Weighted Avg Maturity Petty Cash 32,898 5/31/2025 0 0.0% -
Checking Account 3,290,196 6/1/2025 1 2.1% 0.02 Utility&Credit Cards Account 41,031 6/1/2025 1 0.0% 0.00 Successor Agency 2,700,519 6/1/2025 1 1.7% 0.02 Total Bank Accounts 6,064,643 6,064,643 State Local Agency Investment Fund 1,316,135 6/1/2025 1 0.8% 0.01 1,316,135 California Asset Management Plan 45,977,553 5/31/2025 0 29.4% - 45,977,553 First American Govt OB Fund-Y 937,196 6/1/2025 1 0.6% 0.01 Money Market Accounts 937,196 937,196 Federal Home Ln Bks DEB 997,270 6/30/2025 30 0.6% 0.19 Federal Farm Credit Bks DEB 1,247,563 6/23/2025 23 0.8% 0.18 Government Securities 2,244,833 2,244,833 Connexus CU CD 250,130 6/23/2025 23 0.2% 0.04 Liberty FED CD 248,017 6/9/2025 9 0.2% 0.01 Meritrust FCU MTN CD 224,755 6/30/2025 30 0.1% 0.04 Southeast Bank CD 249,510 6/17/2025 17 0.2% 0.03 Tandem Bank CD 249,395 6/23/2025 23 0.2% 0.04 Negotiable Certificates of Deposit 1,221,807 1,221,807 $ 57,762,166 1 -30 days
Fed Natl Mortgage Assoc 1,492,290 7/22/2025 52 1.0% 0.50 Government Securities 1,492,290 1,492,290 New York Community Bank CD 249,150 7/1/2025 31 0.2% 0.05 Negotiable Certificates of Deposit 249,150 249,150 $ 1,741,440 31 -60 days
Federal Home Ln Corp MTN 1,484,580 9/8/2025 100 1.0% 0.95 Government Securities 1,484,580 1,484,580 BMW Bank North America CD 246,875 9/25/2025 117 0.2% 0.18 Ideal CU CD 124,879 8/29/2025 90 0.1% 0.07 Live Oak Banking Company CD 247,180 9/16/2025 108 0.2% 0.17 Negotiable Certificates of Deposit 618,934 618,934 Klamath Trinity,CA-2021 B 14,932 8/1/2025 62 0.0% 0.01 San Bernardino,CA 298,248 8/1/2025 62 0.2% 0.12 Municipal Bonds 313,180 313,180
$ 2,416,694 61 -120 days
Federal Home Ln Corp MTN 1,480,845 9/30/2025 122 0.9% 1.16 Federal Home Ln Corp MTN 1,970,700 10/20/2025 142 1.3% 1.79 Federal Home Ln Corp MTN 1,474,500 11/12/2025 165 0.9% 1.56 Federal Home Ln Corp MTN 1,474,500 11/12/2025 165 0.9% 1.56 Government Securities 6,400,545 6,400,545 California CD 251,335 10/27/2025 149 0.2% 0.24 Greenstate CU CD 245,910 11/24/2025 177 0.2% 0.28 JPMorgan Chase Bank CD 245,728 11/10/2025 163 0.2% 0.26 Negotiable Certificates of Deposit 742,973 742,973 $ 7,143,518 121 -180 days
PrePtige6BaUfr442n
Docusign Envelope ID:0A2D2799-0A92-441F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
May 31,2025
No.of Days to
Days Until Maturity Total by
May 31,2025 Market Value Availability Maturity Weight Weighted Avg Maturity Federal Home Ln Bks DEB 1,475,655 12/30/2025 213 0.9% 2.01 Federal Home Ln Bks DEB 1,952,840 1/28/2026 242 1.3% 3.03 Federal Home Ln Bks DEB 1,947,360 2/12/2026 257 1.2% 3.20 Federal Home Ln Bks DEB 975,930 2/26/2026 271 0.6% 1.69 Federal Home Ln Bks DEB 975,640 2/26/2026 271 0.6% 1.69 Federal Home Ln Bks DEB 1,468,995 5/12/2026 346 0.9% 3.25 Federal Home Ln Bks DEB 1,968,700 5/27/2026 361 1.3% 4.55 Federal Home Ln Bks DEB 1,472,715 12/22/2025 205 0.9% 1.93 Government Securities 12,237,835 12,237,835 A+FCU CD 250,618 2/17/2026 262 0.2% 0.42
Alabama CU CD 250,990 12/22/2025 205 0.2% 0.33 American Equity Bank CD 241,248 5/27/2026 361 0.2% 0.56 Chartway FCU CD 248,955 12/16/2025 199 0.2% 0.32 City National Bank CD 250,113 1/12/2026 226 0.2% 0.36 Clearpath FCU CD 250,103 4/27/2026 331 0.2% 0.53 Communitywide FCU CD 250,528 1/6/2026 220 0.2% 0.35 Connex CU CD 252,053 3/18/2026 291 0.2% 0.47 First Carolina Bank CD 244,668 12/23/2025 206 0.2% 0.32 Popular Bank CD 249,688 1/8/2026 222 0.2% 0.35 USAlliance FCU CD 98,046 1/28/2026 242 0.1% 0.15 Union Bank CD 242,613 3/19/2026 292 0.2% 0.45 Vibrant CU CD 249,972 3/20/2026 293 0.2% 0.47 Negotiable Certificates of Deposit 3,079,590 3,079,590 $ 15,317,425 181 -1 year
Federal Home Ln Bks DEB 1,448,790 7/20/2026 415 0.9% 3.85 Federal Home Ln Bks DEB 1,538,464 10/26/2026 513 1.0% 5.05 Federal Home Ln Bks DEB 1,439,445 11/24/2026 542 0.9% 5.00 Federal Home Ln Bks DEB 1,972,420 11/24/2026 542 1.3% 6.85 Federal Home Ln Bks DEB 972,030 3/30/2027 668 0.6% 4.16 Federal Home Ln Bks DEB 602,970 4/21/2027 690 0.4% 2.66 Federal Home Ln Corp MTN 1,337,994 10/27/2026 514 0.9% 4.40 Government Securities 9,312,113 9,312,113 BankUnited NA CD 238,475 12/8/2026 556 0.2% 0.85 Baxter CU CD 251,193 1/25/2027 604 0.2% 0.97 Capital One NA CD 239,123 12/8/2026 556 0.2% 0.85 Continental Bank CD 239,053 8/24/2026 450 0.2% 0.69 Dort FCU CD 251,700 6/22/2026 387 0.2% 0.62
Empower FCU CD 254,078 10/23/2026 510 0.2% 0.83 FirstBank of Nebraska CD 237,004 8/27/2026 453 0.2% 0.69 1st Source Bank CD 250,090 1/19/2027 598 0.2% 0.96 Generations Bank C D 245,058 5/6/2027 705 0.2% 1.11 Gesa CU CD 252,740 7/31/2026 426 0.2% 0.69
Global FCU CD 249,758 6/16/2026 381 0.2% 0.61 Malaga Bank CD 237,958 11/19/2026 537 0.2% 0.82 Milestone Bk CD 244,773 12/15/2026 563 0.2% 0.88 NBC Bancorp Inc CD 249,845 9/14/2026 471 0.2% 0.75 People's Bank CD 249,360 1/12/2027 591 0.2% 0.94 Red Crown Fed CD 203,046 10/13/2026 500 0.1% 0.65 Solarity CU CD 249,927 6/23/2026 388 0.2% 0.62 State Employees CD 252,038 5/24/2027 723 0.2% 1.17 Texas Exchange Bank CD 238,186 11/13/2026 531 0.2% 0.81 Toyota Financial Savings Bank CD 238,702 7/29/2026 424 0.2% 0.65 Negotiable Certificates of Deposit 4,872,105 4,872,105 US Treasury Note 0.625% 235,578 3/31/2027 669 0.2% 1.01 US Treasury 235,578 235,578
9 6/16/2025
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
May 31,2025
No.of Days to
Days Until Maturity Total by
May 31,2025 Market Value Availability Maturity Weight Weighted Avg Maturity San Bernardino,CA 241,085 8/1/2026 427 0.2% 0.66 Municipal Bonds 241,085 241,085
$ 14,660,880 1-2 years
Federal Home Ln Bks DEB 1,004,050 6/11/2027 741 0.6% 4.76 Fed Natl Mortgage Assoc#BS1416 606,520 3/1/2028 1005 0.4% 3.90 Government Securities 1,610,570 1,610,570 Essential CU CD 252,658 6/15/2027 745 0.2% 1.21 Fahey Banking Co CD 248,425 1/12/2028 956 0.2% 1.52 First Technology FCU CD 246,381 8/5/2027 796 0.2% 1.26 Iriquois Fed CD 251,995 9/17/2027 839 0.2% 1.35 Optum Bank Draper CD 246,767 9/13/2027 835 0.2% 1.32 Preferred CU CD 254,608 9/15/2027 837 0.2% 1.36 True Sky Credit CD 252,058 11/30/2027 913 0.2% 1.47 Negotiable Certificates of Deposit 1,752,890 1,752,890 $ 3,363,461 2-3 years
Federal Home Ln Bks DEB 2,029,260 9/8/2028 1196 1.3% 15.54 Fed Home Ln Mort Corp#WN1356 1,498,185 4/1/2029 1401 1.0% 13.44 Fed Home Ln Mort Corp#WN2560 1,005,960 1/1/2029 1311 0.6% 8.44 Federal Farm Credit Bks DEB 1,010,580 12/15/2028 1294 0.6% 8.37 Fed Natl Mortgage Assoc#BS4790 2,901,308 3/1/2029 1370 1.9% 25.45 Fed Natl Mortgage Assoc#BS5552 2,038,793 5/1/2029 1431 1.3% 18.68 Fed Natl Mortgage Assoc#BS8656 666,112 6/1/2028 1097 0.4% 4.68 Fed Natl Mortgage Assoc#BZ0815 1,518,030 4/1/2029 1401 1.0% 13.62 Government Securities 12,668,228 12,668,228 American Exp CD 253,063 9/13/2028 1201 0.2% 1.95 Bank Hapoalim CD 246,994 5/21/2029 1451 0.2% 2.29 City FCU Tax CD 246,781 1/12/2029 1322 0.2% 2.09 Customers Bank CD 252,378 6/14/2028 1110 0.2% 1.79 Discover Bank CD 253,560 9/18/2028 1206 0.2% 1.96 First Foundation Bank CD 246,994 5/22/2029 1452 0.2% 2.30 Great Midwest CD 251,313 4/27/2029 1427 0.2% 2.30 Gulf Cap Bank CD 245,336 9/27/2028 1215 0.2% 1.91 Jeanne D Arc CD 250,688 7/31/2028 1157 0.2% 1.86 Morgan Stanley CD 247,436 5/22/2029 1452 0.2% 2.30 Morgan Stanley CD 247,436 5/22/2029 1452 0.2% 2.30 Southern First CD 249,553 10/17/2028 1235 0.2% 1.97 TTCU Federal CU CD 256,128 7/26/2028 1152 0.2% 1.89 Tucson FCU CD 256,245 9/8/2028 1196 0.2% 1.96 Utah First CD 251,764 4/30/2029 1430 0.2% 2.31 Negotiable Certificates of Deposit 3,755,668 3,755,668 US Treasury Note 2.625% 956,250 2/15/2029 1356 0.6% 8.30 US Treasury Note 3.750% 995,120 12/31/2028 1310 0.6% 8.35 US Treasury Note 4.000% 1,003,090 1/31/2029 1341 0.6% 8.61 US Treasury 2,954,460 2,954,460
Corona,CA 910,650 5/1/2029 1431 0.6% 8.34
Municipal Bonds 910,650 910,650
$ 20,289,005 3-4 years
Fed Home Ln Mort Corp#WN1510 1,472,715 1/1/2030 1676 0.9% 15.80 Federal Home Ln Corp#WN1516 982,220 1/1/2030 1676 0.6% 10.54 Fed Home Ln Mort Corp#WN1530 1,473,330 1/1/2030 1676 0.9% 15.81 PreRtge6BaUfr442n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
May 31,2025
No.of Days to
Days Until Maturity Total by
May 31,2025 Market Value Availability Maturity Weight Weighted Avg Maturity Fed Home Ln Mort Corp#WN1542 2,299,051 2/1/2030 1707 1.5% 25.13 Fed Home Ln Mort Corp#WN1543 2,295,515 3/1/2030 1735 1.5% 25.50 Fed Home Ln Mort Corp#WN5034F 1,968,980 7/1/2029 1492 1.3% 18.81 Fed Natl Mortgage Assoc#BL4424 1,451,985 10/1/2029 1584 0.9% 14.73 Fed Natl Mortgage Assoc#BL3660 1,853,750 8/1/2029 1523 1.2% 18.08 Fed Natl Mortgage Assoc#BL5322 1,601,075 1/1/2030 1676 1.0% 17.18 Fed Natl Mortgage Assoc#BS5506 783,379 6/1/2029 1462 0.5% 7.33 Fed Natl Mortgage Assoc#BZ1806 1,482,630 9/1/2029 1554 0.9% 14.75 Fed Natl Mortgage Assoc#BZ1969A 690,662 10/1/2029 1584 0.4% 7.00 Fed Natl Mortgage Assoc#BA2127A 1,482,570 10/1/2029 1584 0.9% 15.04 Fed Natl Mortgage Assoc#BZ2336 1,509,420 11/1/2029 1615 1.0% 15.61 Fed Natl Mortgage Assoc#BZ2399 500,075 11/1/2029 1615 0.3% 5.17 Fed Natl Mortgage Assoc#BZ2524 1,507,140 12/1/2029 1645 1.0% 15.87 Fed Natl Mortgage Assoc#BZ2748 499,670 1/1/2030 1676 0.3% 5.36 Fed Natl Mortgage Assoc#BZ2776 1,010,890 1/1/2030 1676 0.6% 10.85 Fed Natl Mortgage Assoc#BZ3455 1,491,855 4/1/2030 1766 1.0% 16.87 Government Securities 26,356,911 26,356,911 Citibank CD 506,135 8/6/2029 1528 0.3% 4.95
Cornerstone CD 243,607 10/1/2029 1584 0.2% 2.47 USAlliance FCU CD 151,488 6/28/2029 1489 0.1% 1.44 Negotiable Certificates of Deposit 901,230 901,230 Royal Bank CDA Med Term 2,011,420 3/14/2030 1748 1.3% 22.51 Corporate Bonds 2,011,420 2,011,420
Burbank Glendale,CA 2,048,446 7/1/2029 1492 1.3% 19.57 Riverside,CA 934,890 6/1/2029 1462 0.6% 8.75
University,CA 1,232,392 5/15/2030 1810 0.8% 14.28 Municipal Bonds 4,215,728 4,215,728
$ 33,485,289 4-5 years
Total Investments $ 156,179,877 100% 626 $156,179,877 Average Maturity in Days 626
Average Maturity in Years: 2
PrePtige6BaUfr442n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority CA Government Code Section 53607
For Period Ended
May 31,2025
Issue Par Market Maturity
Investment Name CUSIP ID Date Cost Value Value Date Sales&Maturities
Fed Natl Mortgage Assoc#BL4424 3140HV4J0 8/4/5794 2,403.17 2,403.17 2,206.09 10/1/2029 Fed Natl Mortgage Assoc#BL3660 3140HVB60 10/5/6999 3,131.12 3,131.12 2,944.85 8/1/2029 Fed Natl Mortgage Assoc#AN1614 3138LDYL1 6/1/2016 1,896,875.00 2,000,000.00 1,961,000.00 6/1/2026 Federal Farm Credit Bks DEB 3133ENAF7 10/7/2021 1,235,150.00 1,250,000.00 1,199,612.50 10/7/2026 Kemba FCU CD 48836LBK7 5/28/2024 248,000.00 248,000.00 248,200.88 5/29/2029 Third Federal Savings&Loan CD 88413QDE5 11/24/2021 250,000.00 250,000.00 249,455.00 5/23/2025 US Treasury Note 0.375% 91282CBC4 12/31/2020 1,476,450.00 1,500,000.00 1,464,135.00 12/31/2025 Sales&Maturities Subtotal $ 5,112,009.29 $5,253,534.29 $5,127,554.32 Purchases
Fed Home Ln Mort Corp#WN1542 3132XFWC8 4/1/2025 2,302,059.38 2,310,000.00 2,299,050.60 2/1/2030 Fed Home Ln Mort Corp#WN1543 3132XFWD6 4/1/2025 2,293,531.25 2,300,000.00 2,295,515.00 3/1/2030 Purchases Subtotal $ 5,820,366.63 $6,010,000.00 $5,826,957.60 Prepp16/6/rur2n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Maturities in Thousands of Dollars
For Period Ended
May 31, 2025
1 day 31 days 61 days 121 days 181 days 1 year 2 years 3 years 4 years to to to to to to I to to to
Investment Portfolio 30 days 60 days 120 days 180 days 1 year 2 years 3 years 4 years 5 years State Local Agency Investment Fund 1,316 - - - - - - - - California Asset Management Plan 45,977 - - - - - - - - Bank Accounts and Change Funds 6,065 - - - - - - - - Negotiable Certificates of Deposit 1,222 249 619 743 3,080 4,872 1,753 3,756 901_ Government Securities —1 2,245 1,492 _ 1,485 6,401 12,238 9,312 1,610 12,668 26,357 Money Market Fund 937 - - - - - - - - Municipal Bonds - - 313 - - 241 - 911 4,216 US Treasury - - - - - 236 - 2,954 2,011 Total Cash and Investments $57,762 $ 1,741 $ 2,417 $ 7,144 $ 15,318 $ 14,661 $ 3,363 $20,289 $33,485 II
Percentage 36.98% 1.11% 1.55% 4.57% 9.81% 9.39% 2.15% 13.00% 21.44%
INVESTMENTS BY MATURITY
2 years to 3 years 3 years to 4 years
2.15% 13.00%
1 year to 2 years
9.39%
181 days to 1 year
9.81% 4yearsto5years
21.44%
121 days to 180
days 4.57%
61 days to 120
days 1.55%
31 days to
60 days 1.11%
1 day to 30 days
36.98%
Prep/88rr&442n
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Bank Accounts and Change Funds
For Period Ended
May 31, 2025
Account Insured Collateralized Total
Name Institution Deposits Deposits Deposits
Petty Cash
City of Upland City of Upland $ - $ - $ 32,898 City of Upland
Payroll Zero Balance Account Chase - - - City of Upland
Checking Account Chase 250,000 3,040,196 3,290,196 City of Upland
Utility& Credit Cards Account Chase 41,031 - 41,031 City of Upland
Successor Agency Chase 250,000 2,450,519 2,700,519 Totals $ 541,031 $ 5,490,715 $ 6,064,643
PrepareOaye g e
Docusign Envelope ID:0A2D2799-0A92-441 F-84EC-2E9F988C344B
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
For 12 Month Period Ended
May 31, 2025
Month Yield
June-2024 4.48%
July-2024 4.52%
August-2024 4.58%
September-2024 4.58%
October-2024 4.52%
November-2024 4.48%
December-2024 4.43%
January-2025 4.37%
February-2025 4.33%
March-2025 4.31%
April-2025 4.28%
May-2025 4.27%
Average Yield On Investment Portfolio
4.65%
4.60%
4.55%
4.50%
4.45%
4.40%
4.35%
4.30%
4.25%
4.20%
4.15%
4.10%
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ay D� e L
Docusign Envelope ID:0A2D2799-0A92-441F-84EC-2E9F988C344B June-2024 July-2024 August-2024 September-2024 October-2024 November-2024 December-2024 January-2025 February-2025 March-2025 April-2025 May-2025 Investment Portfolio
State Local Agency Investment Fund(LAIF) 1,218,471 1,270,702 1,273,693 1,275,008 1,287,040 1,287,663 1,286,657 1,302,381 1,302,381 1,302,910 1,316,637 1,316,135 California Asset Management Plan(CAMP) 37,319,358 25,471,211 23,583,738 21,679,655 20,769,937 21,351,474 21,436,959 34,938,121 32,051,655 35,681,612 40,817,576 45,977,553 Negotiable Certificates of Deposit 24,096,892 23,891,458 23,589,222 23,963,760 23,138,047 21,857,191 20,915,991 19,860,577 19,626,946 18,953,344 17,718,099 17,194,346 Money Market Fund 2,266,289 177,239 365,257 1,013,801 1,634,473 1,282,318 2,970,445 1,638,182 2,612,689 2,778,602 1,402,801 937,196 Municipal Bonds 1,533,372 3,587,504 3,573,166 3,616,265 5,398,155 5,418,081 5,379,438 5,389,045 5,435,679 5,440,404 4,482,473 5,680,643 Government Agency Securities 64,382,476 65,588,408 66,664,536 66,296,770 65,290,435 67,278,098 66,795,537 69,520,942 69,451,576 68,378,801 72,608,309 73,807,904 Corporate Bonds - - - - - - - - - 2,012,080 2,025,300 2,011,420 US Treasury 4,513,773 4,582,538 4,621,215 4,654,678 4,581,668 4,593,315 4,573,988 4,587,668 4,628,525 4,644,080 4,680,155 3,190,038 Total Investments $135,330,631 $124,569,059 $123,670,828 $ 122,499,938 $ 122,099,754 $ 123,068,141 $ 123,359,014 $ 137,236,914 $ 135,109,452 $ 139,191,834 $ 145,051,351 $ 150,115,234 Weighted Average Days to Maturity 499.32 572.63 593.57 624.20 625.11 644.59 587.03 586.30 626.31 597.60 632.10 626.31 Blended Yield: 3.15% 3.07% 2.98% 3.02% 2.95% 2.90% 2.88% 3.07% 3.05% 3.15% 3.23% 3.37% Cash
Bank Accounts and Change of Funds 8,130,947 7,113,239 3,277,829 2,544,190 1,698,628 4,126,869 9,249,352 2,656,231 5,623,619 3,090,907 2,599,122 6,064,643 Total Cash $ 8,130,947 $ 7,113,239 $ 3,277,829 $ 2,544,190 $ 1,698,628 $ 4,126,869 $ 9,249,352 $ 2,656,231 $ 5,623,619 $ 3,090,907 $ 2,599,122 $ 6,064,643 Total Cash and Investments $143,461,577 $131,682,298 $126,948,657 $ 125,044,127 $ 123,798,382 $ 127,195,010 $ 132,608,367 $ 139,893,145 $ 140,733,071 $ 142,282,741 $ 147,650,473 $ 156,179,877 PARS Investment Portfolio
115 Trust-OPEB Investment 2,272,555 2,321,327 2,360,733 2,392,170 2,340,868 2,395,435 2,344,893 2,383,062 2,403,858 2,598,295 2,615,569 2,674,733 115 Trust-Pension Investment 7,376,442 7,533,336 8,330,830 8,444,947 8,267,581 8,430,889 8,430,889 8,387,542 8,481,040 10,216,704 10,288,163 10,469,272 Total Restricted Funds Held in Trust $ 9,648,997 $ 9,854,664 $ 10,691,564 $ 10,837,117 $ 10,608,449 $ 10,826,324 $ 10,775,782 $ 10,770,605 $ 10,884,899 $ 12,814,999 $ 12,903,732 $ 13,144,005 Benchmarks:
LAIF 4.48% 4.52% 4.58% 4.58% 4.52% 4.48% 4.43% 4.37% 4.33% 4.31% 4.28% 4.27% CAMP 5.44% 5.44% 5.42% 5.29% 5.01% 4.81% 4.65% 4.55% 4.50% 4.47% 4.45% 4.42% 2yr U.S.Treasury 4.71% 4.29% 3.91% 3.66% 4.16% 4.13% 4.25% 4.22% 3.99% 3.89% 3.60% 3.89% Syr U.S.Treasury 4.33% 3.97% 3.71% 3.58% 4.15% 4.05% 4.38% 4.36% 4.03% 3.96% 3.72% 3.96% Restricted Funds with Fiscal Agent
Wtr Sys Lease Rev Ref Bonds 2011
Wtr Revenue Bonds 2022 15,501,692 15,501,755 15,501,821 16,516,671 15,501,951 15,502,017 15,502,081 15,502,147 15,502,213 15,628,608 15,502,417 15,502,481 Wtr Sys Lease Rev Ref Bonds 2021 - - - 608,773 - - - - - 44,573 5 5 Successor Agency TAN 2013/TAN 2016-ME - - 2,618,344 1 2 2 2 2 163,469 - - - Colonies CFD Area#1 2022 1,122,216 1,122,219 1,497,100 294,865 294,866 294,866 294,866 294,866 462,072 287,726 287,726 287,726 Colonies CFD Area#2 2015 2,010,413 2,010,421 2,429,242 1,328,142 1,328,148 1,328,153 1,328,159 1,328,164 1,540,571 1,328,139 1,328,144 1,328,150 Upland 54 CFD 2004 203,449 203,450 226,002 128,003 128,003 128,003 128,003 128,003 150,953 124,917 124,917 124,917 Sycamore Hills CFD 2015-1 824,061 824,062 1,115,102 744,257 744,257 744,258 744,258 744,259 905,735 728,559 728,559 728,560 Harvest at Upland CFD 2016-1 Area#1 752,572 755,509 914,107 574,419 576,659 578,762 580,730 582,705 740,309 572,835 574,718 576,507 Harvest at Upland CFD 2016-1 Area#2 2,435,392 2,435,400 2,568,647 2,156,897 2,156,904 2,156,911 2,156,917 2,156,924 2,306,852 2,164,312 2,164,319 2,164,326 4,110,632 4,126,259 4,160,128 4,078,287 4,093,130 4,107,462 4,120,735 4,133,924 4,228,570 478,427 488,285 489,740 Sycamore Hills CFD 2015-1-2 848,101 848,113 1,135,802 771,560 750,327 771,562 771,563 771,564 952,712 757,752 757,753 757,754 Total Restricted Funds $ 27,808,528 $ 27,827,188 $ 32,166,295 $ 27,201,875 $ 25,574,247 $ 25,611,996 $ 25,627,314 $ 25,642,558 $ 26,953,456 $ 22,115,848 $ 21,956,843 $ 21,960,166 Page16of16 PageP/ Ire�ly4 r 2025
4<�°v °p`qt CITFUP LAND
o "The City of Gracious Living"
- -
DATE: June 23,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,CPA,ASSISTANT CITY MANAGER
SUBJECT: CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT WITH ROBERT HALF,INC.
RECOMMENDED ACTION:
It is recommended that the City Council approve a Professional Services Agreement with Robert Half,Inc. for staff augmentation services,and authorize the City Manager to execute the agreement.
GOAL STATEMENT
The proposed action supports the City's goal of providing sound fiscal stewardship for the City of Upland.
BACKGROUND
On several occasions in the last five years,the City has entered into Professional Services Agreements with Robert Half to fill various City vacancies and for assistance with preparation for the annual audit.
On June 12,2023,the City Council approved a$67,000 Professional Services Agreement with Robert Half for Fiscal Year 2023-24,with a First Amendment approved on January 22,2024.
On September 23,2024,the City Council approved a Professional Services Agreement with Robert Half for$150,000 through June 30,2025.
On June 9,2025,the City Council approved a Professional Services Agreement with Robert Half for a three-year term with a not-to-exceed of$100,000 annually.
ISSUES AND ANALYSIS
From time to time,positions may become vacant,and additional personnel services are needed to maintain the City's financial and administrative processes. Robert Half has provided temporary staffing for administrative and professional tasks in the past,and staff recommends approving a Professional Services Agreement with the firm for a three(3)year term to provide such staffing until positions can be filled with permanent staff. The Agreement is for a not-to-exceed amount of$100,000 annually.
A similar agreement was provided to City Council for approval on June 9,2025 with language that was not agreed to by both parties. This agreement includes the corrected language.
The City's internal controls around procurement will ensure that a purchase order is not entered into in excess of budget. If personnel expenses are needed to be reclassed to contract services in order to have sufficient budget, a budget amendment will be requested of City Council.
ENVIRONMENTAL DETERMINATION
The proposed action is an amendment to a staff augmentation agreement and 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 total Agreement cost is a not-to-exceed amount of$100,000 annually. There are available funds in the proposed Fiscal Year 2025-26 Finance Contract Services Account No. 1011301-5253. If additional budget is necessary, staff will return to the City Council with a budget adjustment in the future.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
CITY OF UPLAND
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of July 1, 2025 (Effective Date") by and between the City of Upland, a public agency organized and operating under the laws of the State of California with its principal place of business at 460 N. Euclid Avenue, Upland, CA 91786("City"), and Robert Half Inc., a Delaware corporation, by and through its administrative & customer service, finance & accounting contract talent, and finance & accounting full-time engagement professional practice groups with its location at 3633 Inland Empire Blvd, Suite 525, Ontario, CA 91764-4922 (hereinafter referred to as "Consultant"). City and Consultant are sometimes individually referred to as "Party" and collectively as "Parties" in this Agreement.
RECITALS
A. City is a public agency of the State of California and is in need of staff augmentation services.
B. Consultant has the necessary qualifications to provide such services.
C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.
AGREEMENT
NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
1. Services.
Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit "A."
2. Compensation.
a. Subject to paragraph 2(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit "B." b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $100,000 annually for a total of $300,000 over three years. This amount is to cover all printing and related costs, and the City will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes the hours worked. Payments to Consultant for work performed will be made on a weekly billing basis.
c. The City Manager may approve Additional Work, as further defined in Section 3, up to thirty thousand dollars ($30,000). In no event shall the total sum of the agreement (original compensation amount and Additional Work) exceed one hundred sixty-five thousand dollars ($330,000). Any additional work in excess of this amount shall be approved by the City Council.
d. Notwithstanding anything to the contrary in this Agreement, Consultant may at any time, in its sole discretion, discontinue performance of the services once the Not-to- Exceed Amount has been attained (even if Consultant continued to provided services after the Not-to-Exceed Amount was reached).
1
3. Additional Work.
If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City. This audit provision should not apply to confidential information, including but not limited to, Consultant's Professional's personnel files or the remuneration paid by Consultant to its Professionals and subcontractors.
5. Term
The term of this Agreement shall begin on July 1, 2025, and continue for a period of three years, unless earlier terminated as provided herein. The Parties may, by mutual, written consent, extend the term of this Agreement.
6. Reserved
7. Compliance with Law.
a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government applicable to its staff augmentation services.
8. Standard of Care
Consultant's staff augmentation services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions.
9. Assignment and Subconsultant
Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder. 2
10. Independent Contractor
a. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. b. City shall supervise Professionals provided services to City. City shall not permit or require Professionals (i)to perform services outside of the scope of Professional's assignment; (ii) to sign contracts or statements (including SEC documents); (iii) to make any management decisions; (iv) to make any final decisions regarding system design, software development or the acquisition of hardware or software; (v)to sign, endorse, wire, transport or otherwise convey cash, securities, checks or any negotiable instruments or valuables; (vi) to use computers, or other electronic devices, software or network equipment owned or licensed by Professional; (vii) to operate machinery (other than office machines) or automotive equipment. City may request that Consultant permit its Professionals to provide services to City remotely (i.e., from a location other than City's offices) using City's or Consultant's laptop and/or other computer or telecommunications equipment(the"Equipment"). City acknowledges and agrees that Consultant shall have no control over, and City shall be solely responsible for, (i) the logical and physical performance, reliability and security of the Equipment or related devices, network accessibility and availability, software, services, tools and e-mail accounts (collectively, "Computer Systems") used by the Professional, and (ii) the security, integrity, and backing up of the data and other information stored therein or transmitted thereby. Moreover, City must not permit Professional to save or store any of the City's files or other data on the Computer Systems provided by Consultant (included, but not limited to, any virtual desktop infrastructure solution). City agrees thar Consultant shall not be liable for any loss, damage, expense, harm, business interruption or inconvenience resulting from the use of such Computer Systems. Since Consultant is not a professional accounting firm, City agrees that City will not permit or require Professional (a)to render an opinion on behalf of Consultant or on City's behalf regarding financial statements; (b) to sign the name of Consultant on any document; or (c) to sign their own names on financial statements or tax returns.
c. It is understood that City has full responsibility for: (i) providing safe working conditions as required by law, including compliance with all public health and occupational safety regulations and guidelines applicable to City's business, and (ii) ensuring that safety plans exist for, and safety related training is provided to, Professionals working on City's premises. a. PERS Eligibility Indemnification
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System ("PERS") to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, 3
including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
11. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Commercial General Liability
(i) The Consultant shall maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance.
(ii) Reserved.
(iii) Commercial General Liability Insurance must include coverage for the following:
4
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Contractual Liability
(6) Property Damage
(iv) The policy shall contain no endorsements or provisions limiting coverage for(1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) products/completed operations liability. (v) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, and provided that such deductibles shall not apply to the City as an additional insured.
b. Reserved
c. Workers' Compensation/Employer's Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers'compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer's Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain,for the period required by this Agreement, workers' compensation coverage of the same type and limits as specified in this section.
d. Professional Liability(Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession in an amount indicated herein.
e. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:
Combined Single Limit
Commercial General Liability $1,000,000 per occurrence/$2,000,000 aggregate for bodily injury, personal injury, and property
5
damage
Employer's Liability $1,000,000 per accident or disease Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required
Prior to execution of the Agreement, the Consultant shall provide the City with evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include Certificate of Insurance. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds as required hereunder, where appropriate, the type and amount of the insurance, and the expiration date of such insurance. g. Policy Provisions Required
(i) Consultant shall provide the City at least thirty(30)days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non- payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at the City's request. (ii) The Commercial General Liability Policy shall contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss.
(iii) Reserved
(iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. 6
h. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification. (ii) Reserved
(iii) Reserved
(iv) City officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. j. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.
12. Indemnification.
a. Consultant agrees to defend, indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any negligent acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services, or this Agreement, including without limitation the payment of damages, reasonable expert witness fees and reasonable attorney's fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers.
13. Reserved
14. Verification of Employment Eligibility.
7
By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.
15. Reserved.
16. Laws and Venue.
This Agreement shall be interpreted in accordance with the laws of the State of California.
If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 17 Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days written notice to Consultant. City shall pay all invoices of Consultant for work performed by Professionals prior to termination. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days' written notice to City. 18 Documents. Except as otherwise provided in "Termination or Abandonment," above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed by an assigned Professional for the City shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City.
19. Reserved
20. Reserved
21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to:
CITY: CONSULTANT:
City of Upland Robert Half Inc.
460 N. Euclid Avenue Attn: Regional Vice President Upland, CA 91786 3633 Inland Empire Blvd, Suite 955 Attn: City Manager Ontario, CA 91764-4922
With a copy to: Client Contracts Dept.
3001 Bishop Drive, Suite 140
San Ramon, CA 94583
8
and shall be effective upon receipt thereof.
22. Third Party Rights
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.
23. Equal Opportunity Employment.
Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
24. Entire Agreement
This Agreement, with its exhibits, represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement.
25. Severability
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
26. Successors and Assigns
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party, unless such waiver is specifically specified in writing.
28. Reserved
29. City's Right to Employ Other Consultants
City reserves its right to employ other consultants, including engineers.
30. Prohibited Interests
9
Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
31. Reserved
32. Additional Terms
a. If City requires Consultant to perform background checks or other placements screenings of Professionals, City agrees to notify Consultant prior to the start of services under this Agreement. Consultant will conduct such checks or screenings online if they are described in a signed, written amendment to this Agreement. If City requests a copy of the results of any checks conducted on Consultant's Professionals, City agrees to keep such results strictly confidential and to use such results in accordance with applicable laws and solely for employment purposes.
b. In the event City wishes to convert any of Consultant's Professionals, City agrees to pay a conversion fee in accordance with this Section. The conversion fee will equal 30% of the Professional's aggregate compensation, including bonuses, for assignments through Consultant's administrative & customer service practice group; 35% of the Professional's aggregate annual compensation, including bonuses, for assignments through Consultant's finance & accounting contract talent practice group, and; 50% of the Professional's aggregate annual compensation, including bonuses, for assignments through Consultant's finance & accounting full-time engagement professional practice group. City agrees to pay a conversion fee if Consultant's Professional is hired by an affiliate or other related business entity as a result of City's subsequent referral of the Professional or one of City's customers as a result of Professional providing services to the customer. The conversion fee is payable is City hires the Professional, regardless of the job classification, on either a full-time, temporary (including temporary assignments through another agency) or consulting basis within twelve months after the last day of the assignment. The same calculation will be used if City converts Consultant's Professional on a part-time basis using the full-time equivalent salary; however, the conversion fee will not be less than $1,000.
c. Notwithstanding any language in this Agreement to the contrary (including any references to fixed-price, deliverables, acceptance of deliverables, or milestones). Consultant shall be compensated on a time and materials basis only. Consultant provided contract talent solutions and does not provide deliverables. City agrees to hold in confidence the identity of any Professional and the Professional's resume, social security number and other legally protected personal information, and City agrees to implement and maintain reasonable security procedures and practices to protect such information from unauthorized access, use modification or disclosure. Any respective obligations of Consultant or City hereunder which by their nature would continue beyond the termination, cancellation or expiration of this Agreement shall survive such termination, cancellation or expiration.
10
d. Notwithstanding anything to the contrary in this Agreement, Consultant shall not be liable for, or have any duty of indemnification with respect to any acts or omissions of City.
Notwithstanding anything in this Agreement to the contrary, Consultant's maximum liability for any specific engagement, in any case, will not exceed the fees paid to Consultant for that engagement, except that this limitation on liability shall not apply to any indemnity obligations that Consultant may have under this Agreement.
e. This Agreement is only applicable to, and the only Robert Half Inc. branch and practice group(s) obligated under this Agreement are, the administrative & customer service and finance & accounting contract talent practice group(s) of the branch office located at 3633 Inland Empire Blvd, Suite 525, Ontario, CA 91764-4922.
[SIGNATURES ON FOLLOWING PAGE]
11
SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND
AND ROBERT HALF INC.
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF UPLAND ROBERT HALF INC.EOE
By: By:
Michael Blay
City Manager Its: Regional Vice President
Printed Name: Matt Hughes
ATTEST:
By: By:
Keri Johnson
City Clerk Its: District President
Printed Name:Michael Lusby
APPROVED AS TO FORM:
By:
Stephen Deitsch
City Attorney
12
EXHIBIT A
Scope of Services
Consultant shall use best efforts to assign Professionals to perform the job functions requested by City. Consultant shall send City a job arrangement letter at the start of each assignment setting forth the Professional's name, the estimated start date, the hourly bill rate, and the job function. 13
EXHIBIT B
Schedule of Charges/Payments
Hourly rates for all assignments will be agreed on a case-by-case basis. Professionals will present a time sheet or an electronic time record to City for verification and approval at the end of each week. Consultant will invoice City on a weekly cycle for the total hours worked. Consultant's invoices are due within 30 days of receipt, including applicable sales and service taxes all of which are payable by City. Consultant will include supporting documentation with each invoice. This is a time-and-materials contract. If applicable, overtime will be billed at 1.50 times the normal billing rate. Federal law defines overtime as hours in excess of 40 hours per week, state laws vary. If state law requires double time pay, the double time hours will be billed at 2.00 times the normal billing rate. Consultant may charge City a fee for the provision of equipment or technology, if City requests that Professional use equipment or technology provided by Consultant. Consultant may also increase Consultant's rates to reflect increases in Consultant's cost of doing business, including costs associated with higher wages for workers and/or related taxes, benefits or other costs. Consultant will provide 14 days prior written notice of technology charges and/or increases in rates. Any increase in rates will be prospective, starting as of the effective date Consultant specifies.
14
op tr,N
6 CALIFORNIA LEVINE ACT DISCLOSURE STATEMENT
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits City Officers from participating in any action concerning a license, permit,other entitlement for use,franchise, or contract(collectively"license,permit,or contract")if they receive political contribution(s)from a party, or its agent(s), totaling more than $500 within the twelve (12) months before the proceeding, while a proceeding is pending, and for twelve(12) months following the date of a final decision in a proceeding.
The Levine Act also requires a member of the Upland City Council who has received such a contribution to disclose the contribution on the record of the proceeding and recuse themselves before the proceeding unless the violation has been properly cured.
Current Upland City Council Members are listed at:
https://www.uplandca.gov/city-council-treasurer
Parties and their Agents are responsible for accessing the link to review the names and disclosing their applicable contributions to City Officers on the record of a proceeding.
As a party to a proceeding,you are also required to provide information below about contributions made by you, your agents on behalf of you or your organization, your organization subject to the proceeding with the City, and any organization you direct or control pursuant to the aggregation rules at FPPC Reg. § 18438.5, except for uncompensated officers of a nonprofit organization. This form is to be submitted to the City of Long Beach and is a public record. If you have any questions about this form, please contact your City representative for assistance.
1.Have you or your company,or any agent/board member on behalf of you or your company/entity,made any political contributions of more than $500 to any Upland City Council Member in the 12 months preceding the date of the submission of your proposal or application,or the anticipated date of any Council action?
YES If yes, please identify the Council Member(s):
NO
2. Do you or your company/entity, or any agency on behalf of you or your company/entity, anticipate or plan to make any political contribution of more than $500 to any Upland City Council Member in the 12 months following any Council action related to your proposal or application? YES If yes, please identify the Council Member(s):
<4,10
Answering yes to either of the two questions above does not preclude the Upland City Council from awarding a contract or approving an application or any subsequent action. It does, however, preclude the identified Council Member(s)from participating in any actions related to your proposal or application. / ems-
Date Signature of authorized individual
Company/Applicant Name
(Levine Act definitions on reverse side)
����°v °p`q� c ITFUPLAND
c.,fi c /2
"The City of Gracious Living"
�lrFOR� `/
DATE: June 23,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:ROBERT D.DALQUEST,DEVELOPMENT SERVICES DIRECTOR
JAMIE DAVIDSON,MANAGEMENT ANALYST II
SUBJECT: CONSIDER APPROVAL OF AMENDMENT NO. 3 TO PROFESSIONAL SERVICES
AGREEMENT WITH WILLDAN ENGINEERING
RECOMMENDED ACTION:
It is recommended that the City Council approve Amendment No. 3 to the Professional Services Agreement with Willdan Engineering for Building Division staff augmentation in the amount of$114,070 which brings the overall total not-to-exceed contract amount to $358,310 through June 30, 2026; and authorize the City Manager to execute the amendment and transfer$55,770 from salaries to professional services to offset the cost.
GOAL STATEMENT
The proposed action supports the City's goal of providing timely customer service and ensuring an expedited development review process.
BACKGROUND
Since 2014,the Development Services Department has used professional consulting services—based on a 2011 Blue Ribbon Committee recommendation—to enhance customer service, streamline permitting, and flexibly manage staffing in response to changing development demands.
In January 2024, the Building and Safety Division contracted with Willdan Engineering to meet staffing demands.
Initially,a consultant from another firm filled dual roles as Building Official and Plans Examiner.However,increased construction plan submittals made this arrangement unsustainable. On January 8,2024,the City entered into a$50,000 agreement with Willdan for a dedicated contract Building Official while recruitment for a permanent in-house Building Official position was underway. That position was successfully filled in October 2024,which concluded the consultant providing the contract Building Official services.
In March 2024,an unexpected staffing changes created an immediate need for a contract Building Permit Technician.
To support this:
• The First Amendment,approved on May 2024,increased the agreement by$107,240 and extended services through November 30,2024.
• The Second Amendment, approved on November 25, 2024, added $87,000 and extended part-time Permit Technician services through June 30,2025.(see attachment B for prior Willdan agreement and amendments)
ISSUES AND ANALYSIS
The current consultant providing Building Permit Technician services brings extensive knowledge of the City's permitting software,which continues to benefit both staff and the public.Working part-time(24 hrs./week),the permit technician is expected to remain up to halfway through the fiscal year, with the goal of restoring this to a full-time City staff position by the end of 2025.The projected cost for Building Permit Technician services is$55,770.
In addition,temporary Building Inspector coverage is occasionally needed when City staff are on vacation, out sick, or attending training. Therefore, $10,000 has been budgeted for this as-needed service,which Willdan is equipped to provide.
The original agreement allows amendments to both the term and compensation by mutual agreement. Given the continued need for support to maintain service levels and staffing continuity, it is necessary to extend the agreement
through June 30, 2026. To fund the extension, $55,770 will be reallocated from six months' salary and benefits associated with a currently vacant Development Services Technician position.
ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA),pursuant to Section 15378 of the CEQA Guidelines.This action constitutes an administrative activity of the local government that will not result in any direct or indirect physical change in the environment.
FISCAL IMPACTS
The total contract cost is $114,070. Once the budget amendment is processed,there will be available funds through December 2025 in the Building&Safety Professional Services Account No. 1012201-5252.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
THIRD AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF UPLAND AND
WILLDAN ENGINEERING
THIS THIRD AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT (the "Third Amendment") is made as of the 9th day of June, 2025, by and between the City of Upland, a public agency organized and operating under the laws of the State of California ("City"), and Willdan Engineering, a California corporation ("Consultant"). Collectively, City and Consultant are referred to herein as the "Parties".
RECITALS
WHEREAS, City and Consultant previously entered into a Professional Consultant Services Agreement (the "Original Agreement") dated January 8, 2024 to provide staff augmentation services in support of the City's Building and Safety Division within the Development Services Department for $50,000 from January 22, 2024 through July 22, 2024; and
WHEREAS, the Parties entered into a First Amendment to the Original Agreement on May 28, 2024 (the "First Amendment"), agreeing to: (1) continue services subject to the terms and conditions as stated in the Original Agreement, (2) increase the compensation by $107,240, (3) increase the total not-to exceed compensation of the Original Agreement, allowing for up to a 10% increase or $15,724, and (4) extend the term of the Original Agreement through November 30, 2024; and WHEREAS, the Parties entered into a Second Amendment to the Original Agreement, as amended, on November 25, 2024 (the "Second Amendment"), agreeing to: (1) continue services subject to the terms and conditions as stated in the Agreement, (2) increase the compensation by $87,000, (3) increase the total not-to exceed compensation of the Original Agreement, as amended, to $244,240, allowing for up to a 10% increase or $24,424, and (4) extend the term of the Agreement through June 30, 2025 (the Original Agreement, the First Amendment and the Second Amendment are hereinafter collectively referred to as the "Agreement"); and WHEREAS, the Parties now desire to enter a Third Amendment to the Agreement to: (1) continue part-time Senior Permit Technician services subject to the terms and conditions as stated in the Agreement, (2) allow for per diem building inspection coverage, as needed, (3) increase the compensation by $114,070, (4) increase the total not-to exceed compensation of the Agreement to $358,310, allowing for up to a 10% increase or $35,831, and (5) extend the term of the Agreement through June 30, 2026.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual undertakings herein, the Parties hereby amend the Agreement, as follows:
1. Subsection (b) of Section 2, Compensation, is amended to read:
"In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $358,310 (three hundred fifty-eight thousand three hundred ten dollars). This amount is to cover all printing and related costs, and City will 1
not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis."
2. Subsection (c) of Section 2, Compensation, is amended to read:
"The City Manager may approve Additional Work, as further defined in Section 3, up to ten percent (10%) of the amount of the Agreement, which is $35,831 (thirty-five thousand eight hundred thirty-one dollars). In no event shall the total sum of the Agreement exceed three hundred ninety-three thousand one hundred forty-one dollars ($393,141). Any additional work in excess of this amount shall be subject to approval by the City Council."
3. Section 5, Term, is amended to read:
"The term of the Agreement shall commence as set forth in the Original Agreement, and shall be extended through June 30, 2026, unless earlier terminated as provided herein.
The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Project. Consultant shall perform its services in a prompt and timely manner within the term of this Agreement and shall commence performance upon receipt of written notice from the City to proceed ("Notice to Proceed"). The Notice to Proceed shall set forth the date of commencement of work."
4. Except as amended by this Third Amendment, all remaining provisions of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, City and Consultant have approved this Third Amendment effective the day and year first above written.
CITY: CONSULTANT:
City of Upland Willdan Engineering
By: By:
Michael Blay,
City Manager Its: Director of Building and Safety Printed Name: Patrick Johnson
ATTEST:
By: By:
Keri Johnson,
City Clerk Its: Deputy Director
Printed Name: Daren Raskin
APPROVED AS TO FORM:
By:
Stephen Deitsch,
City Attorney
2
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA
SECOND AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF UPLAND AND
WILLDAN ENGINEERING
THIS SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT (the "Second Amendment") is made as of the 25th day of November, 2024, by and between the City of Upland, a public agency organized and operating under the laws of the State of California ("City"), and Willdan Engineering, a California corporation ("Consultant"). Collectively, City and Consultant are referred to herein as the "Parties".
RECITALS
WHEREAS, City and Consultant previously entered into a Professional Consultant Services Agreement (the "Original Agreement") dated January 8, 2024 to provide staff augmentation services in support of the City's Building and Safety Division within the Development Services Department for $50,000 from January 22, 2024 through July 22, 2024; and
WHEREAS, the Parties entered a First Amendment to the Original Agreement on May 28, 2024 (the "First Amendment"), agreeing to: (1) continue services subject to the terms and conditions as stated in the Original Agreement, (2) increase the compensation by $107,240, (3) increase the total not-to exceed compensation of the Original Agreement, allowing for up to a 10% increase or $15,724, and (4) extend the term of the Original Agreement through November 30, 2024 (the Original Agreement and the First Amendment are hereinafter collectively referred to as the "Agreement"); and WHEREAS, the Parties now desire to enter a Second Amendment to the Agreement to: (1) continue services subject to the terms and conditions as stated in the Agreement, (2) increase the compensation by $87,000, (3) increase the total not-to-exceed compensation of the Agreement to $244,240, allowing for up to a 10% increase or $24,424, and (4) extend the term of the Agreement through June 30, 2025.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual undertakings herein, the Parties hereby amend the Agreement, as follows:
1. Subsection (b) of Section 2, Compensation, is amended to read:
"In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $244,240 (two-hundred forty-four thousand two hundred forty dollars). This amount is to cover all printing and related costs, and City will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed.
Payments to Consultant for work performed will be made on a monthly billing basis."
2. Subsection (c) of Section 2, Compensation, is amended to read:
"The City Manager may approve Additional Work, as further defined in Section 3, up to ten percent (10%) of the amount of the Agreement, which is $24,424 (twenty-four 1
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA thousand four hundred twenty-four dollars). In no event shall the total sum of the Agreement exceed two-hundred sixty-eight thousand six hundred sixty-four dollars ($268,664). Any additional work in excess of this amount shall be approved by the City Council."
3. Section 5, Term, is amended to read:
"The term of this Agreement shall be from January 22, 2024 through June 30, 2025, unless earlier terminated as provided herein. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Project. Consultant shall perform its services in a prompt and timely manner within the term of this Agreement and shall commence performance upon receipt of written notice from the City to proceed ("Notice to Proceed"). The Notice to Proceed shall set forth the date of commencement of work."
4. Except as amended by this Second Amendment, all remaining provisions of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, City and Consultant have approved this Second Amendment effective the day and year first above written.
CITY: CONSULTANT:
City of Upland Willdan Engineering
Doc/uSigne1d by: DocuSigned by/:
y l CD2cr0Dcc3rr48A._ By: fl 2"rLSPIK Michael Blay,
City Manager Its: Director of Building and Safety Printed Name: Patrick Johnson
ATTEST:
DocuSigned by: Signed by:
By: F846F3°7° . BY OODODDDD11.747D
Keri Johnson,
City Clerk Its: Deputy Director of Building and Safety Printed Name: Pete Goodrich
APPROVED AS TO FORM:
c5 ft pl�,t,�, VtA&L
By 9020570rODD04Signedby: 0E...
Stephen Deitsch,
City Attorney
2
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA Attachment A - Amendment No. 1 and Original Agreement
3
Docusign Envelope ID: 348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E
FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF UPLAND AND
WILLDAN ENGINEERING
THIS FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT (the "First Amendment") is made as of the 28th day of May, 2024, by and between the City of Upland, a public agency organized and operating under the laws of the State of California ("City"), and Willdan Engineering, a California corporation (the "Consultant").
Collectively, City and Consultant are referred to herein as the "Parties".
RECITALS
WHEREAS, City and Consultant previously entered into a Professional Consultant Services Agreement (the "Agreement") dated January 8, 2024 to provide staff augmentation services in support of the City's Building and Safety Division within the Development Services Department, as set forth in Exhibit "A" attached to the Agreement and incorporated therein by reference; and
WHEREAS, the maximum compensation in the Agreement is $50,000 and any additional work in excess of this amount needs to be approved by the City Council; and WHEREAS, the term of the Agreement is January 22, 2024 to July 22, 2024; and WHEREAS, pursuant to Section 5 of the Agreement, the Parties may by mutual, written consent, extend the term of the Agreement; and
WHEREAS, the Parties desire to: (1) continue services subject to the terms and conditions as stated in the Agreement, dated January 8, 2024; (2) increase the compensation by $107,240; (3) increase the total not-to exceed compensation of the Agreement, allowing for up to a 10% increase or $15,724; and (4) extend the term through November 30, 2024.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual undertakings herein, the Parties amend the Agreement, as follows:
1. Subsection (b) o f Section 2, Compensation, is amended to read:
"In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $157,240 (one-hundred fifty-seven thousand two hundred forty dollars). This amount is to cover all printing and related costs, and City will not pay any additional fees for printing expenses. Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis."
2. Subsection (c) of Section 2, Compensation, is amended to read:
"The City Manager may approve Additional Work, as further defined in Section 3, up to 1
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E ten percent (10%) of the amount of the Agreement or fifty thousand dollars ($50,000.00). In no event shall the total sum of the Agreement exceed one-hundred seventy-two thousand nine hundred sixty-four dollars ($172,964). Any additional work in excess of this amount shall be approved by the City Council."
3. Section 5, Term, is amended to read:
"The term of this Agreement shall be from January 22, 2024 to November 30, 2024, unless earlier terminated as provided herein. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Project.
Consultant shall perform its services in a prompt and timely manner within the term of this Agreement and shall commence performance upon receipt of written notice from the City to proceed ("Notice to Proceed"). The Notice to Proceed shall set forth the date of commencement of work."
4. All remaining provisions of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, City and Consultant have approved this First Amendment effective the day and year first above written.
CITY: CONSULTANT:
City of Upland Willdan Engineering
r—DocuSigned by: ,—DocuSigned by:
(IA dLLI 661 f GEC ,�guLSbin,
By: '—ED2nFaD,,,sFF48A... By '.i0U1y24,3FU9F4bu;_..
Michael Blay,
City Manager Its: Director - Building and Safety Printed Name: Patrick Johnson
ATTEST:
�—DocuSigned by: DocuSigned by:
pat, obi,v-idL
By• —742IN8Fa5BE347M.. By: D504CG6047E
Ken Johnson,
City Clerk Its: Deputy Director - Building and safety Printed Name: Pete Goodrich
APPROVED AS TO FORM:
DocuSigned by:
By: gurLIA,J e2b b�� h Step en tsc , City Attorney
2
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E
CITY OF UPLAND
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of January 8, 2024 by and between the City of Upland, a public agency organized and operating under the laws of the State of California with its principal place of business at 460 N. Euclid Avenue, Upland, CA 91786 ("City"), and Willdan Engineering, a.California corporation, with its principal place of business at 650 E. Hospitality Lane, Suite 400, San Bernardino, CA 92408 (hereinafter referred to as "Consultant"). City and Consultant are sometimes individually referred to as "Party" and collectively as "Parties" in this Agreement.
RECITALS
A. City is a public agency of the State of California and is in need of professional services for the following project:
Building and Safety Services to include: on-site Building Official personnel and may include other services such as electronic plan review, counter permit technician, and building inspection (hereinafter referred to as "the Project").
B. Consultant is duly licensed and has the necessary qualifications to provide such services.
C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.
AGREEMENT
NOW, THEREFORE, IT IS AGREED AS FOLLOWS:
1. Services.
Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit"A?
2. Compensation.
a. Subject to paragraph 2(b) below, the City shall pay for such services in accordance with the below Schedule of Charges also set forth in Exhibit"A." SERVICE PROVIDED HOURLY RATE
Building Official $145
Plan Check Engineer/Architect $140
ICC Certified Plans Examiner $135
Senior Building Inspector $110
Building Inspection $100
CASp Plan Review/Inspection $135
Permit Technician $75
Senior Permit Technician $85
b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of$50,000(fifty thousand dollars). This amount is to cover 1
Docusign Envelope ID: 348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E all printing and related costs, and the City will not pay any additional fees for printing expenses.
Periodic payments shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Payments to Consultant for work performed will be made on a monthly billing basis.
c. The City Manager may approve Additional Work, as further defined in Section 3, up to ten percent (10%) of the amount of the Agreement. In no event shall the total sum of the agreement (original compensation amount and Additional Work) exceed fifty-five thousand dollars ($55,000.00). Any additional work in excess of this amount shall be approved by the City Council.
3. Additional Work.
If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.
5. Term.
The term of this Agreement shall be from January 22, 2024 to July 22, 2024, unless earlier terminated as provided herein. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Project. Consultant shall perform its services in a prompt and timely manner within the term of this Agreement and shall commence performance upon receipt of written notice from the City to proceed ("Notice to Proceed"). The Notice to Proceed shall set forth the date of commencement of work.
6. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non- performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes;fire; epidemics; pandemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint.
b. Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.
7. Compliance,with Law.
2
Docusign Envelope ID: 348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements. b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies. c. If applicable, Consultant is responsible for all costs of clean up and/or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.
8. Standard of Care
Consultant's services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions.
9. Assignment and Subconsultant
Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.
10. Independent Contractor
Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided.
a. PERS Eligibility Indemnification
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System ("PERS") to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
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11. insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Commercial General Liability
(i) The Consultant shall take out and maintain,during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
(1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01)or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion deleted
(7) Contractual Liability with respect to this Agreement (8) Property Damage
(9) Independent Contractors Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for(1)contractual liability; (2)cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its officials,officers, employees, agents and City designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. b. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City.
4
Docusign Envelope ID: 348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto).
(iii) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention.
c. Workers' Com•pensation/Employer's Liability
Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the "Workers' Compensation and Insurance Act," Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer's Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain,for the period required by this Agreement, workers' compensation coverage of the same type and limits as specified in this section.
d. Professional Liability (Errors and Omissions), At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein.
This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form specifically designed to protect against acts, errors or omissions of the Consultant. "Covered Professional Services" as designated in the policy must specifically include work performed under this Agreement.The policy must"pay on behalf of'the insured and must include a provision establishing the insurer's duty to defend. e. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:
Combined Single Limit
Commercial General Liability $1,000,000 per occurrence! $2,000,000 aggregate for bodily injury, personal injury, and property
damage
Automobile Liability $1,000,000 combined single limit 5
Docusign Envelope ID: 348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E Employer's Liability $1,000,000 per accident or disease Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required
Prior to execution of the Agreement,the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance,the location and operations to which the insurance applies, and the expiration date of such insurance.
g. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration.
(ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss.
(iii) The retroactive date (if any)of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B)if the policy is cancelled or not renewed; or C)if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the City,its officials,officers,employees,agents,and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, 6
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability.
Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law.
h. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies with a current AM. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
i. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the • provisions concerning indemnification.
(ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement.
(iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement.
j. Subconsultant Insurance Requirements, Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.
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12. Indemnification.
a. To the fullest extent permitted by law,Consultant shall defend(with counsel of City's choosing), indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services,the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant,the City, its officials, officers, employees, agents, or volunteers.
b. If Consultant's obligation to defend,indemnify, and/or hold harmless arises out of Consultant's performance of"design professional" services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein,Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault.
13. California Labor Code Requirements.
a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects ("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor(Labor Code Sections 1813 and 1815)and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable "public works" or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. Notwithstanding the foregoing,the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. 8
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E c. This Agreement may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor that affect Consultant's performance of services, including any delay, shall be Consultant's sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor.
14. Verification of Employment Eligibility.
By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to,the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.
15. Reserved.
16. Laws and Venue.
This Agreement shall be interpreted in accordance with the laws of the State of California.
If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 17 Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten(10)calendar days written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said temiination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty(30)calendar days'written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.
18 Documents. Except as otherwise provided in "Termination or Abandonment," above, all original field notes,written reports, Drawings and Specifications and other documents, produced or developed for the Project shall,upon payment in full for the services described in this Agreement, be furnished to and become the property of the City. 9
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19. Organization
Consultant shall assign Patrick Johnson as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.
20. Limitation of Agreement.
This Agreement is limited to and includes only the work included in the Project described above.
21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to:
DISTRICT: CONSULTANT:
City of Upland Willdan Engineering
460 N. Euclid Avenue 650 E. Hospitality Lane, Suite 400 Upland, CA 91786 San Bernardino, CA 92408
Attn: Development Services Director Attn: Patrick Johnson, Director of Building and Safety
and shall be effective upon receipt thereof.
22. Third Party Rights
Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.
23. Equal Opportunity Employment.
Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
24. Entire Agreement
This Agreement, with its exhibits, represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement. 10
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25. Severability
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
26. Successors and Assigns
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens,duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party, unless such waiver is specifically specified in writing.
28. Time of Essence
Time is of the essence for each and every provision of this Agreement.
29. Cit 's Right to Emy Other Consultants
City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.
SO. Prohibited Interests
Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
When funding for the services is provided, in whole or in part, by an agency of the federal government, Consultant shall also fully and adequately comply with the provisions included in Exhibit "D" (Federal Requirements) attached hereto and incorporated herein by reference ("Federal Requirements"). With respect to any conflict between such Federal Requirements and the terms of this Agreement and/or the provisions of state law, the more stringent requirement shall control.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND
AND WILLDAN ENGINEERING
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF UPLAND Willdan Engineering
By: By:
ha Blay
City pager Its: Director - Building & Safety Printed Name: Patrick Johnson
ATTEST: By: cam• .
�1 Its: Principal Project Manager
By: lif"
Keri Joii'rfso Printed Name: Pete Goodrich
City Clerk
12
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EXHIBIT A
Scope of Services
13
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E W"WILLDAN
December 18,2023
City of Upland
Attn: Robert Dalquest, Director Development Services
460 N. Euclid Avenue
Upland, CA 91786
Subject: Proposal—Building Official Services
Dear Mr. Dalquest:
Willdan Engineering is pleased to present this proposal to the City of Upland to provide Building Official services to the City.
Responsibilities include, but are not limited to:
• Quality control review of plan checks and inspections • Resolution of resident inquires and complaints
• Building Official Administration, processing of complex Building Code issues and dispute resolution
• Contribute the necessary resources to the configuration, implementation and on-going support of an automated permitting system
• Participate in the City's Architectural Review Board • Review discretionary application for preliminary compliance with construction codes ■ Coordinate with Code Enforcement regarding an aggressive abatement program • Review and update the Building and Safety Procedures Manual ■ Monthly Reporting of Building and Safety Activities as well as reports required for fee collection and other reports required by the State of California or other government agencies • Processing of Planning Commission and City Council staff reports related to Building and Safety items
• Periodic attendance at Planning Commission and City Council meetings Below is our Schedule of Hourly Rates:
SERVICE PROVIDED HOURLY RATE
Building Official $145
Plan Check Engineer/Architect $140
ICC Certified Plans Examiner $135
Senior Building Inspector $110
Building Inspection $100
CASp Plan Review/Inspection $135
Permit Technician $ 75
Senior Permit Technician $ 85
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E We propose Mr.Sarkis Nazerian, BO,serve as Building Official. Sarkis's resume is attached for your review. Please feel free to contact me should need any additional information.
Respectfully submitted,
WILLDAN ENGINEERING
Patrick Johnson, PE,CBO
Director of Building and Safety
WCOMPREHENSIVE.
INNOVATIVE.
TRUSTED. Page 112 of 442
Docusign Envelope ID:348E8F30-3720-4E1B-BB3E-33043C46F0FA DocuSign Envelope ID:7A321216-7046-4993-B27A-F912DDF1AD4E Sarkis Nazerian, CBO
Building Official
Profile Summary
Education: BS, Engineering,California State University,Los Angeles,CA Registration: ICC Certified Building Official
ICC Certified Building Inspector
ICC and UPC,Certified Plumbing Inspector
ICC and UMC SAT Certified Mechanical Inspector
General Contractors License B,California State License Board Affiliations: ICC 300 Committee Member
Foothill Chapter ICC,Board Member
Foothill Chapter ICC,President
Disabled Access—California Building Officials Committee Member CalGreen—California Building Officials Committee Member Administration—LA Basin Chapter Committee Member Disabled Access—LA Basin Chapter Committee
Member Green Building—LA Basin Chapter
Committee Member Member of Foothill Chapter of
ICC
Member of Los Angeles Chapter of
ICC Member of CALBO
Member of NFPA
Member of
IAPMO
Experience: 33+Years
Mr.Sarkis Nazerian is a Willdan Engineering building official with over 33 years of experience in building inspection and code enforcement inspection services. He has over 20 years'experience as a Building Official. Mr. Nazerian currently holds certification as a Building Official from the International Code Council(ICC).Additionally, he holds certifications from ICC for Building Plans Examiner, Building Inspector,and Mechanical Inspector. Mr. Nazerian is also a California State licensed Contractor(B License). Mr.Nazerian is available for building official and building department administration services throughout Southern California.
Relevant Project Experience
City of Pasadena,CA. Building&Safety Manager and designated City Building Official.
Responsibilities included overall operations of the Building&Safety Division and the Property Maintenance(Code Enforcement) Division of the Community Development Department.
Willdan Engineering. Building Official. Building Plans Examiner. Building Inspector WCOMPREHENSIVE.
INNOVATIVE.
TRUSTED. Page 113 of 442
a UN
U °j CITY OF UPLAND 4.
BUDGET AMENDMENT
Date: 5/27/2025 _ Fiscal Year: FY25-26
Requested by: Jamie Davidson Amount: $ - Dept/Div: Dev Services/ Building St Housing Divisons Description: Transfer Salaries to Professional Services 6 mo.Salary for vacant OS Technician II position
EXPENDITURES
Account Number Dept/Account Description Adopted Budget Current Budget Proposed Amendment Amended Budget 1012201-5111 Building/Salaries - Full Time 695,470.00 695,470.00 (33,080.50) 662,389.50 1012201-5116 Building/ Fringe Benefits 179,450.00 179,450.00 (10,371.00). 169,079.00 Building/ Retirement
1012201-5117 Contributions 78,230.00 78,230.00 (3,953.50) 74,276.50 1012201-5252 Building/ Professional Services 259,620,00 _ 259,620.00 47,405.00 307,025.00 2012931-5111 Housing/Salaries - Full Time _ 701,520.00 701,520.00 (5,837.50) 695,682.50 2012931-5116 Housing/ Fringe Benefits 182,430.00 182,430.00 (1,830.00) 180,600.00 Housing/ Retirement
2012931-5117 Contributions 77,950.00 77,950.00 (697.50) 77,252.50 2012931-5252 Housing/Professional Services 333,840.00 333,840.00 8,365.00 342,205.00 Total 2,508,510.00 2,508,510.00 - 2,508,510.00
REVENUES
Account Number Account Description Adopted Budget Current Budget Proposed Amendment Amended Budget Total - - - -
Fiscal Impact -
55,770.00
REASON/JUSTIFICATION (Please be specific)
2 Reallocation of Maintenance&operations to cover actual expense/encumbrances ❑ Estimated revenue adjustment for donations/other sources of revenue ❑ Appropriation line item adjustment to match funds received by grant, donations of other sources(deposit) ❑ Emergency purpose:
Description of Expense:
❑ Other- Explain: See attached breakdown.
Development Services Technician II salary&benefits $55,770 (6 months)to professional services; not recruiting during FY26.
Funding consultant staff augmentation of same position in FY25/26 budget This request is directly related to:
❑ Purchase Requisition No. Vendor:
0 Council Meeting of: 6/23/2025 (Attach copy of minutes) Increase Purchase Order# OR Process Requisition #
APPROVALS
Dept Head Approval*: Date:
*Not required If approved by Council 1�J
Finance Officer: + U�,S Date: U21 11 i 3,-S Funds Available? 41.61 oNo
❑Approved E Denied
City Manager: Date:
(over$25,000)*Not required if approved by Council
Comment:
Finance Division Only:
BA#: Help Ticket#:
Journal #: Initial/Date:
Revised:3/2024 Page 1141df€4 2:26 AM
4 or UN
`tCALIFORNIA LEVINE ACT DISCLOSURE STATEMENT
Ogt�� 4Q"
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits City Officers from participating in any action concerning a license, permit,other entitlement for use,franchise, or contract(collectively"license, permit,or contract") if they receive political contribution(s)from a party, or its agent(s), totaling more than $500 within the twelve (12) months before the proceeding, while a proceeding is pending, and for twelve (12) months following the date of a final decision in a proceeding.
The Levine Act also requires a member of the Upland City Council who has received such a contribution to disclose the contribution on the record of the proceeding and recuse themselves before the proceeding unless the violation has been properly cured.
Current Upland City Council Members are listed at:
https://www.uplandca.gov/city-council-treasurer
Parties and their Agents are responsible for accessing the link to review the names and disclosing their applicable contributions to City Officers on the record of a proceeding.
As a party to a proceeding,you are also required to provide information below about contributions made by you, your agents on behalf of you or your organization, your organization subject to the proceeding with the City, and any organization you direct or control pursuant to the aggregation rules at FPPC Reg. § 18438.5, except for uncompensated officers of a nonprofit organization. This form is to be submitted to the City of Long Beach and is a public record. If you have any questions about this form, please contact your City representative for assistance.
1. Have you or your company,or any agent/board member on behalf of you or your company/entity, made any political contributions of more than $500 to any Upland City Council Member in the 12 months preceding the date of the submission of your proposal or application,or the anticipated date of any Council action?
YES If yes, please identify the Council Member(s): _ X NO
2. Do you or your company/entity, or any agency on behalf of you or your company/entity, anticipate or plan to make any political contribution of more than $500 to any Upland City Council Member in the 12 months following any Council action related to your proposal or application? YES If yes, please identify the Council Member(s):
X NO
Answering yes to either of the two questions above does not preclude the Upland City Council from awarding a contract or approving an application or any subsequent action. It does, however, preclude the identified Council Member(s)from participating in any actions related to your proposal or application.
May 29, 2025 _�
Date Signature of authorized individual
Willdan Engineering
Company/Applicant Name
(Levine Act definitions on reverse side)