Monday, October 27, 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.
CLOSED SESSION BEGINS AT 5:00 p.m.
4.CLOSED SESSION
a.CLOSED SESSION CONFERENCE WITH LEGAL COUNSEL - EXISTING
LITIGATION
(Paragraph (1) of subdivision (d) of California Government Code Section 54956.9)
Case Name: Solorzano v. City of Upland
San Bernardino County Superior Court of California Case No. CIVSB2207375
5.INVOCATION
Mike Ingram, Christian Science Faith
6.PLEDGE OF ALLEGIANCE
7.PRESENTATIONS
Recognition of Upland resident Olivia Srisamai's wrestling achievements Recognition of Tom Campbell for his donation of Accessory Dwelling Unit plans to the City
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 6
Recommended Action:
Approve the Regular Meeting Minutes of October 13, 2025. (Staff Person: Keri Johnson)
b.2ND READING AND ADOPTION OF ORDINANCE NO. 2003 AMENDING THE
COLONIES AT SAN ANTONIO SPECIFIC PLAN TO AMEND VARIOUS SIGN REGULATIONS WITHIN SECTION 7.7 (SIGN STANDARDS)
11 CEQA: Determined exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15162 of the CEQA Guidelines.
Recommended Action:
Hold 2nd reading by title only, waive further reading, and adopt Ordinance No. 2003 amending Specific Plan No. 7, Amendment No. 8 to replace two permitted secondary freeway pylon signs with two, double-sided digital billboards which would be 672 square feet in size per face and up to a maximum of 65 feet in height above the elevation of the freeway roadway. (Staff Person: Robert Dalquest)
c.CONSIDER APPROVAL OF SEPTEMBER WARRANT AND PAYROLL
REGISTERS
31 CEQA: Not a Project.
Recommended Action:
Approve the September warrant registers totaling $13,443,511.23 (check numbers 54266 - 54576 and direct disbursements) and payroll registers totaling $2,051,079.55 (check numbers 164391 – 1644005 and electronic fund transfers 57434 – 58016). (Staff Person: Stephen Parker)
d.TREASURER’S REPORT SEPTEMBER 2025 42
CEQA: Not a Project.
Recommended Action:
Receive and file the September 2025 Treasurer’s Report. (Staff Person: Stephen Parker)
e.CONSIDER APPROVAL A FIRST AMENDMENT TO THE PROFESSIONAL
SERVICES AGREEMENT WITH COMPLETE PAPERLESS SOLUTIONS FOR A
CITYWIDE DOCUMENT SCANNING PROJECT
59 CEQA: Not a Project.
Recommended Action:
Approve an Amendment to a Professional Services Agreement with Complete Paperless Solutions for a one-year extension, carry forward the Fiscal Year 2024- 25 balance of $135,330 from the Information Systems Contract Services Account No. 7531701-5253 to Fiscal Year 2025-26; and authorize the City Manager to execute the amendment. (Staff Person: Stephen Parker)
f.CONSIDER ACCEPTANCE OF FISCAL YEAR 2025-2026 OFFICE OF TRAFFIC
SAFETY GRANT
79 CEQA: Not a Project.
Recommended Action:
Accept the Office of Traffic Safety (OTS) grant funds (Grant#PT26088) and authorize the appropriation of the $160,000 to the Office of Traffic Safety Fund. (Staff Person: Marcelo Blanco)
g.CONSIDER ACCEPTANCE OF FISCAL YEAR 2025-2026 OFFICE OF TRAFFIC
SAFETY GRANT
104
CEQA: Not a Project.
Recommended Action:
Accept the Office of Traffic Safety (OTS) Ride to Live Motorcycle Education grant funds (Grant #MC26006) and authorize the appropriation of the $20,000 to the Office of Traffic Safety Fund. (Staff Person: Marcelo Blanco) h.CONSIDER APPROVAL OF MEMORANDUM OF UNDERSTANDING WITH THE
COUNTY OF SAN BERNARDINO FOR THE OPERATION OF THE WEST END
NAVIGATION CENTER
125
CEQA: Not a Project.
Recommended Action:
Approve the Memorandum of Understanding (MOU) between the City of Upland, the County of San Bernardino, and the cities of Chino, Chino Hills, Fontana, Montclair, Ontario, Rancho Cucamonga, and Rialto for the operation of the West End Navigation Center; and authorize the City Manager to execute the MOU and all related documents necessary to implement participation. (Staff Person:
Marcelo Blanco)
i.CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT WITH ARCHITERRA DESIGN GROUP, INC.
154
CEQA: Not a Project.
Recommended Action:
Approve the Professional Services Agreement with Architerra Design Group, Inc. for an amount not-to-exceed of $67,250 to complete design and construction documents for the Historic Downtown Upland Santa Fe Depot Rehabilitation Project located in Downtown Upland, and authorize the City Manager to execute the agreement. (Staff Person: Robert Dalquest)
j.CONSIDER APPROVING AMENDMENT NO. 4 TO PROFESSIONAL SERVICES
AGREEMENT WITH YOUR PROPERTY SOLUTIONS FOR WEED ABATEMENT
SERVICES
176
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 4 to the Professional Services Agreement with Your Property Solutions for Weed Abatement Services to increase the compensation by $10,100 for a total amount of $60,000; and authorize the City Manager to execute the Amendment. (Staff Person: Robert Dalquest)
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.SETTING A PUBLIC HEARING TO CONSIDER AN ORDINANCE TO ADOPT BY REFERENCE THE 2025 EDITION OF THE CALIFORNIA BUILDING CODES
STANDARDS
208
CEQA: Not a Project.
Recommended Action:
Hold first reading by title only, and introduce an Ordinance adopting by reference the 2025 California Building Standards Codes (Parts 1, 2, 2.5, 3, 4, 5, 6, 7, 8, 9, 10, 11, and 12, California Code of Regulations, Title 24); and set a public hearing for November 24, 2025 to consider adoption of the Ordinance. (Staff Person:
Robert Dalquest)
14.COUNCIL COMMUNICATIONS
15.CITY MANAGER
16.ADJOURNMENT
The next regularly scheduled City Council meeting is Monday, November 10, 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 October 22, 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
1 MINUTES OF THE REGULAR MEETING OF THE UPLAND CITY COUNCIL
October 13, 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, 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 6:00 p.m. in the Council Chamber of the Upland City Hall.
2. ADDITIONS-DELETIONS TO AGENDA
None.
3. ORAL COMMUNICATIONS
None.
4. CLOSED SESSION
5. INVOCATION
Councilmember Garcia
6. PLEDGE OF ALLEGIANCE
Led by Development Services Director Robert Dalquest
7. PRESENTATIONS
Presentation of Certificates of Completion to the Upland Community Emergency Response Team (CERT)
Proclamation declaring October 2025 Domestic Violence Awareness Month accepted by House of Ruth
Proclamation declaring October 2025 Breast Cancer Awareness Month accepted by Police Chief Blanco
8. CITY ATTORNEY
No report.
2 9. ORAL COMMUNICATIONS
None.
10. CONSENT CALENDAR
Moved by: Councilmember Garcia
Seconded by: Councilmember Maust
Approve the Consent Calendar
Motion: Carried Unanimously
a. APPROVAL OF MINUTES
Approve the Regular Meeting Minutes of September 22, 2025. b. CONSIDER ADOPTING A RESOLUTION NAMING RALPH CAVALLO ROAD Adopt Resolution No. 6848 naming the section of roadway from the eastern most terminus of 11th Street, east of San Antonio Hospital, on city park property, south and centered of the pavement, along the western side of the south baseball field ending at the intersection with San Bernardino Road “Ralph Cavallo Road.” c. CONSIDER RATIFICATION OF AN APPOINTMENT TO THE LIBRARY BOARD
OF TRUSTEES
Ratify the Mayor’s appointment of Linda Clinton to the Library Board of Trustees, term expires June 30, 2028.
d. CONSIDER APPROVING THE NOTICE OF COMPLETION FOR THE POLICE DEPARTMENT 2ND FLOOR EXPANSION PROJECT
Approve the work, authorize the City Manager or designee to record the Notice of Completion, reduce the Faithful Performance Bond to 10% for the Police Department 2nd Floor Expansion Project and authorize a change order increase of $2,096.32 to cover the final construction cost.
e. CONSIDER APPROVAL OF A CONTRACT WITH CORNERSTONE UTILITY
ENGINEERING
Approve the contract with Cornerstone Utility Engineering to prepare construction documents for the undergrounding of the Padua Upland 66KV Transmission lines on Stowell Street and a storm drain line in 3rd Avenue; and authorize City Manager to execute the contract.
11. PUBLIC HEARINGS
a. CONTINUED PUBLIC HEARING TO CONSIDER APPROVAL OF AN
AMENDMENT TO COLONIES AT SAN ANTONIO SPECIFIC PLAN TO AMEND VARIOUS SIGN REGULATIONS WITHIN SECTION 7.7 (SIGN STANDARDS) Development Services Director Dalquest presented the staff report along with a PowerPoint presentation.
Mayor Velto opened the public hearing.
3 Natasha Walton, Upland, requested that the Council vote no on this item and stated that residents, wildlife, pollinators, and people who work at night can be negatively affected by light pollution. Additionally, she stated that the view of the mountains will be obstructed.
Lois Sicking, stated that she has concerns regarding the impacts to residents and wildlife in the area. She further requested that additional environmental review be done before a decision was made.
Development Services Director Dalquest stated that the City went beyond the required 300 foot radius for notification to residents and notified residents within 1,000 feet of the proposed billboards and also addressed questions regarding the Environmental Impact Report. Director Dalquest then answered questions from the Council regarding the proposed billboards.
Applicant Dan Richards addressed the Council and stated that he supports staff's recommendation and the Colonies Crossroads are proud of the development. He further stated that the proposed billboards will not obstruct residents view of the mountains.
Council commented on the proposed billboards.
Mayor Velto closed the public hearing.
Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Determine the Ordinance and Resolution are exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15162 of the CEQA Guidelines; and hold first reading by title only, waive further reading, and introduce Ordinance No. 2003 amending Specific Plan No. 7, Amendment No. 8 to replace two permitted secondary freeway pylon signs with two, double-sided digital billboards which would be 672 square feet in size per face and up to a maximum of 65 feet in height above the elevation of the freeway roadway.
Motion: Carried Unanimously
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Adopt Resolution No. 6849 approving Amendment No. 1 to the Colonies Crossroads Comprehensive Sign Program to replace two approved secondary freeway pylon signs with two, double-sided digital billboards which would be 672 square feet in size per face and up to a maximum of 65 feet in height above the freeway roadway elevation.
Motion: Carried Unanimously
b. CONSIDER APPROVAL OF HISTORIC DOWNTOWN UPLAND PARKING
STRUCTURE
At 7:05 p.m. Councilmember Zuniga stated he would abstain from Item 11b because he owns a business located within the Downtown. Councilmember Zuniga then left he Council Chamber.
4 Development Services Director Dalquest introduced Senior Planner Joshua Winter who presented the staff report along with a PowerPoint presentation.
Mayor Velto opened the public hearing.
Natasha Walton, stated that not everyone knows how to navigate the CEQA process and requested that native plants be included in the design for the landscape around the parking structure and questioned whether existing trees in the area would be preserved.
Mayor Velto closed the public hearing.
Council commented on the need for funding for the project and the proposed tree pallet.
Moved by: Councilmember Breitling
Seconded by: Councilmember Garcia
Adopt Resolution No. 6850 finding the project Categorically Exempt from CEQA, pursuant to Section 15332 (In-Fill Development Projects) of the CEQA Guidelines and approving Development Plan Review No. 24-0007 to construct a 150,000 square-foot, five level parking structure with 9,900 square feet of ground floor commercial space, located at the southwest corner of First Avenue and C Street within the Historic Downtown Upland Specific Plan, with a land use designation of Old Town District, 1st Avenue Overlay.
Motion: Carried with Councilmember Zuniga abstaining
c. CONSIDER APPROVAL OF A RESOLUTION ADOPTING THE REVISED 2025
MASTER FEE SCHEDULE
Councilmember Zuniga returned to the Council Chamber at 7:25 p.m. and took his seat on the dais.
Assistant City Manager Parker introduced Finance Manager Sullivan who presented the staff report along with a PowerPoint presentation.
Mayor Velto opened the public hearing and hearing no testimony, closed the public hearing.
Moved by: Councilmember Zuniga
Seconded by: Councilmember Garcia
Approve Resolution No. 6851 adopting the Revised 2025 Master Fee Schedule and amending certain citywide fees to cover the cost of services.
Motion: Carried Unanimously
12. COUNCIL COMMITTEE REPORTS
a. COUNCIL REPORTS ON REGIONAL COMMITTEE MEETING, TRAINING, OR
CONFERENCE ATTENDANCE
The attendance of Mayor Velto, Councilmembers Breitling, Garcia and Zuniga, City Manager Blay and Assistant City Manager Parker at the League of California Cities Annual Conference was reported out by Councilmember Breitling.
5 Councilmember Maust reported that she and Councilmember Breitling met with the CEO of Southern California Edison regarding the Public Safety Power Shutoffs.
13. BUSINESS ITEMS
a. CONSIDER AWARD OF BID FOR PROJECT NO. 85002, FISCAL YEAR 2023/24 CITYWIDE TRAFFIC SIGNAL MODIFICATION SAFETY PROJECT (BID NO. 2026-001)
Development Services Director Dalquest introduced Assistant Engineer Parr who presented the staff report along with a PowerPoint presentation and answered questions from the Council regarding the project.
Moved by: Councilmember Breitling
Seconded by: Councilmember Zuniga
Approve the Plans and Specifications for Project No. 85002; award the construction contract to Econolite Systems, Inc in the amount of $1,347,561.30; and authorize a construction contingency in the amount of $202,438.70 for a total amount of $1,550,000.00.
Motion: Carried Unanimously
14. COUNCIL COMMUNICATIONS
Councilmembers announced various activities and events throughout the community.
15. CITY MANAGER
City Manager Blay announced that Episode 5 of the State of the City video series was available online.
16. ADJOURNMENT
Mayor Velto adjourned the meeting at 8:02 p.m. The next regularly scheduled City Council meeting is Monday, October 27, 2025.
Keri Johnson, City Clerk
ORDINANCE NO. 2003
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
UPLAND, CALIFORNIA AMENDING SPECIFIC PLAN NO. 7,
AMENDMENT NO. 8 TO REPLACE TWO PERMITTED SECONDARY
FREEWAY PYLON SIGNS WITH TWO, DOUBLE-SIDED DIGITAL
BILLBOARDS WHICH WOULD BE 672 SQUARE FEET IN SIZE PER
FACE AND UP TO A MAXIMUM OF 65 FEET IN HEIGHT ABOVE
THE ELEVATION OF THE FREEWAY ROADWAY, AND FIND THAT
THE PROJECT IS EXEMPT FROM THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT (CEQA) PURSUANT SECTION
15162 OF THE CEQA GUIDELINES LOCATED WITHIN THE
COLONIES AT SAN ANTONIO SPECIFIC PLAN LOCATED NEAR
THE CAMPUS AVENUE / 210 FREEWAY INTERCHANGE WITH
ASSESSOR’S PARCEL NUMBERS 1044-111-18, 1044-111-50
WHEREAS, Colonies Crossroads, LLC c/o Dan Richards (Applicant) has filed applications requesting approval of the Project; and
WHEREAS, on September 24, 2002, a Final Environmental Impact Report (EIR) was certified by the City Council for a comprehensive update to the Colonies at San Antonio Specific Plan. The EIR evaluation included Section 7.7 which sets forth sign development standards, sign guidelines and conceptual placement locations to maximize identification of the project as a distinct planned community, and to maximize the visibility of individual commercial tenants. The evaluation included Planning Area 18 and 21 where the proposed SPA would allow two of the secondary freeway pylon signs to be replaced with two digital Billboards. The EIR determined that the project and all components, which included signage, would not have a significant impact on aesthetics, scenic resources and visual character or light and glare; and
WHEREAS, on August 13, 2012, an Addendum to the Final EIR for the Colonies at San Antonio Specific Plan was approved for Modification No. 7 (Ordinance 1866) which included allowing LED message center displays as alternative to standard “can” lighting on four faces of the approved “Primary” and “Secondary” freeway pylon signs located in Planning Area 18, 19, 20 and 21. Prior to rendering a decision on Modification No. 7, a subsequent or supplemental EIR was not required as none of the conditions described in Section 15162 and Section 15163 of the CEQA Guidelines existed, and preparation of an Addendum to the FEIR met the requirements of CEQA as follows:
• Major EIR revisions are not required: There is no evidence that major changes to the certified EIR are required. Comparison of the original Specific Plan SPR-7 to the Project indicates that there are no new significant or more severe environmental impacts, and that the approval of the Project would have the same or reduced impacts as those described in the certified EIR;
• No substantial change in circumstances requiring major EIR revisions due to the involvement of significant new or more severe impacts: There is not information in the record, or otherwise available, that indicates that there are substantial changes in circumstances that would require major changes to the certified EIR. In addition, there is no information in the record that shows there will
Ordinance No. 2003
be new significant effects or more severe impacts than previously identified, or any new information that suggests new mitigation measures or mitigation measures previously identified as infeasible are now, in fact, feasible;
• No new information showing effects of greater significance than identified in the EIR: There is no substantial new information that was not available at the time the EIR was certified, indicating there will be a new and significant impact requiring major revisions to the certified EIR;
• No new information showing ability to reduce significant effects identified in the EIR: There are no new significant impacts requiring identification of new or additional alternatives to the Project, or consideration of new or additional more significant effects identified in the EIR; and
WHEREAS, Approval of Specific Plan No. 7, Amendment 8 and Amendment 1 to the Colonies Crossroads Comprehensive Sign Program results in the project site allowing the proposed land use; and
WHEREAS, Article 8 of the State Planning and Zoning Laws Upland provides that the City Council, before it approves Amendment 8 to Specific Plan No. 7 must find that the Specific Plan Amendment is consistent with the City of Upland General Plan, as hereinafter provided, that the evidence presented shows that the findings referenced in Section 3 of this Ordinance can be made; 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 the Specific Plan Amendment does not require any subsequent or supplemental Environmental Impact Report (“EIR”) pursuant to Section 15162 and Section 15163 of the CEQA Guidelines; and
WHEREAS, to comply with Senate Bill 18, letters were sent on March 5, 2025 to a list of Indian Tribes that staff obtained from the State Native American Heritage Commission, and no Indian Tribes contacted staff to consult; and
WHEREAS, the City of Upland Planning Commission held a noticed public hearing on June 25, 2025, and is recommending approval on Specific Plan No. 7, Amendment No. 8; and
WHEREAS, the City of Upland City Clerk on September 12, 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 Division on September 11, 2025, mailed the public hearing notice to each property owner within a 500-foot radius of both project sites indicating the date and time of the public hearing in compliance with state law concerning the Project; and
Ordinance No. 2003
WHEREAS, the City of Upland City Council continued a noticed public hearing on September 22, 2025 to October 13, 2025; and
WHEREAS, the City of Upland City Clerk on September 23, 2025 posted two notices of continued public hearing at the Upland City Hall Chamber entrances and on the City’s website; and
WHEREAS, the City of Upland City Council held a noticed public hearing on October 13, 2025.
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. Delete Section 7.7 (Sign Standards) of Specific Plan No. 7, also known as the Colonies at San Antonio Specific Plan, in its entirely and replace with amended Section 7.7 as provided in Exhibit A to this Ordinance.
Section 3. FINDINGS. The City Council hereby makes the following findings and determinations in connection with the approval of the Ordinance.
A. The proposed SPA is consistent with the various policies of the General Plan, specifically:
Policy CC-1.6 from the Community Character and Urban Design Element regarding view protection states: “Direct private development to enhance public view corridors of the San Gabriel Mountains, where feasible. These views are an integral part of the City’s geographic space and provide a unique sense of place for Upland as a foothill community”
Fact: The proposed changes are consistent with this policy as the proposed two Billboards would replace two secondary freeway pylon signs which are allowed to be constructed under the current Sign Standards of the Colonies at San Antonio Specific Plan. The proposed Specific Plan Amendment (SPA) does not result in a substantial increase in the signage currently allowed for the Colonies Crossroads commercial center. The SPA would not alter the previous determination of general plan consistency as the proposed digital Billboards are only 195 square feet larger in sign area and are proposed to be 10 feet taller in height than the secondary freeway pylon signs. Both digital Billboards will be designed as a pylon sign, and the colors and design will be consistent with the four existing Primary Freeway Pylon signs.
Section 4. CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA). Pursuant to the California Environmental Quality Act (CEQA) Guidelines and the City’s Local
Ordinance No. 2003
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 the proposed Amendment No. 8 to Specific Plan No. 7 and Amendment No. 1 to the Colonies Crossroads Sign Program to allow Billboards as a permitted use and allow two Billboards to be constructed in place of two secondary freeway pylon signs with LED electric message displays will not create a significant change and will be consistent with the findings made for Modification No. 7 relative to Section 15162 and Section 15163 of the CEQA Guidelines.
Section 5. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Ordinance or any part thereof is for any reason held to be unconstitutional, invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.
Section 6. Effective Date. This Ordinance shall become effective thirty (30) days from its adoption.
Section 7. Publication. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published in a newspaper of general circulation printed and published within the City of Upland, pursuant to all legal requirements.
PASSED, APPROVED, AND ADOPTED this 27th day of October, 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 13th day of October, 2025, and was adopted at a regular meeting of the City Council of the City of Upland on the 27th day of October, 2025, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Keri Johnson, City Clerk
7.0 Development Regulations 7-1 Colonies at San Antonio
7.7 SIGN STANDARDS
7.7.1 Purpose and Intent
It is the intent of the sign development standards, sign guidelines, and conceptual placement locations set forth in this section to maximize identification of the Colonies at San Antonio as a distinct planned community, and to maximize the visibility of individual commercial tenants within the Specific Plan area in a manner that compliments the overall image of the Colonies at San Antonio. The provisions of this Section set forth the requirements that apply to signage throughout the Colonies at San Antonio Specific Plan area.
7.7.2 Applicability
a. All signs for project identification, residential subdivisions, commercial developments, and the central open space area shall require approval of a Sign Program by the Community Development Director, unless otherwise specified herein. Alteration or replacement of signs approved as part of a Sign Program shall also require approval of the Community Development Director, unless otherwise specified herein.
b. Each of the commercial centers intended for Planning Areas 17, 18, and 19 shall have a comprehensive Sign Program approved by the City. Individual development sites within Planning Areas 20 and 21 may have individual Sign Programs. Individual Sign Programs may also be prepared for individual residential subdivisions. A single, comprehensive sign program shall be prepared for project identification signage, and a single sign program shall be prepared for Planning Area 16 open space signage.
7.7.3 Sign Review Process
a. Sign Programs or amendments to Sign Programs shall be submitted to the Community Development Director on forms as prescribed by the Community Development Director. The application shall be accompanied by any fees or bonds as specified by City Council resolution. b. After receipt of an application for a Sign Program or an amendment thereto, the Community Development Director or a designated representative shall review the application for consistency with the provisions of this Section. The Community Development Director or a designated representative shall render a decision to approve, approve with modifications, or deny the sign request within fifteen working days of receipt of a complete application.
7.7.4 Submittal Requirements
Sign Program submittals shall include the drawings and details required for review as specified on applications forms provided by the Community Development Director, including, as appropriate:
a. Elevation(s) of buildings for which signs are being requested, showing design, location, size, and layout of wall signs. Elevations shall be drawn to scale indicating dimensions, attachment devices, and construction details.
b. Site plan of the site for which signs are being requested showing building and perimeter with location of proposed and existing ground mounted and pole mounted signs, and elevations showing proposed design and dimensions of signs.
c. Materials board showing actual sample materials and “PMS” or locally manufactured paint color(s).
EXHIBIT A
7.0 Development Regulations 7-2 Colonies at San Antonio d. Section through letter and/or sign panel showing the dimensioned projection of the letter face and/or sign panel. The method of illumination shall also be identified.
7.7.5 General Provisions
a. Sign Guidelines. The guidelines below establish positive criteria for the design and implementation of desirable signs that complement the landscape and architectural elements in the Specific Plan area.
The following guidelines should be considered prior to developing any individual sign programs in the Specific Plan area.
• Use a brief message.
• Avoid faddish and complicated typefaces.
• Select sign colors and materials to contribute to legibility and design integrity. • Harmonize sign size with scale of project environment. • Design wall signs to be appropriate to the buildings on which they are placed. • Place signs consistent with the proportions of scale of building elements within the facade. • Place wall signs to establish a facade rhythm.
• The use of tenant corporate signs/logos is encouraged. b. Fabrication and Installation. All signs and installations of the signs shall conform to appropriate building and electrical codes, as well as sign approval requirements of the City of Upland. All signs located within the Metropolitan Water District (MWD) right-of way shall be installed in such a manner so as to provide for relocation (i.e., j-bolt mounting). c. Sign Maintenance. All signs shall be maintained in good order and repair, including replacement of damaged Plexiglass faces, letters, and/or burned out lighting. d. Color. Consistent application of a project color palette will serve to reinforce project identity and shall be identified in sign submittals. Selection of sign color shall be compatible with adjacent tenant signs.
e. Letter Style. Dimensional/channel letters and other sign elements shall be affixed without visible means of attachment, unless attachments make an architectural statement. Typography on all project- oriented signs, including tenant directional information, shall be restricted to the type style identified in the applicable approved Sign Program, unless otherwise approved by the Community Development Director.
f. Sign Area. The area of a sign shall be measured by a rectangular box around the outside of each group of lettering and/or graphics. Typographical ascenders and descenders shall not be included in the calculation of the sign face area.
g. Protection from Graffiti. Anti-graffiti finish shall be provided and maintained on all signs. Graffiti shall be removed immediately by the party responsible for sign maintenance.
7.7.6 Size and Number of Signs
The size and number of signs shall be consistent with the provisions of Table 7.H.
7.0 Development Regulations 7-3 Colonies at San Antonio Table 7.H - Commercial Signage Standards
Sign Type
Maximum Number
Maximum Sign Area or Allowed
Ratio
Maximum Sign Structure
Dimensions (From Grade)
Primary
Freeway Pylon
Four double sided
primary pylons (“PF1”
through “PF4” in Figure
7.1) at locations shown
in the Figure to be
located a minimum of
600 feet from residential
uses east of the Specific
Plan area and 500 feet
from residential areas
west of the Specific
Plan area.
Primary Pylons FP1, FP2 (east face),
FP3, FP4 (west face)
Pylon signs shall incorporate up to
4 sign cabinets per face to identify
tenants or project components.
(Each cabinet may hold up to 2
tenant names, for a total of 8
tenants per pylon side.) Maximum
tenant letter height shall be 6 feet.
Primary Pylons FP2 (west face), FP4
(east face)
Pylons signs shall incorporate full
color LED electronic message
centers with a maximum size of
480 square feet (maximum width
18' feet, maximum height 26'6").
Primary freeway pylon
maximum height of 65 feet
above the elevation of the
adjacent freeway roadway.
Secondary
Freeway
Signage
Two double sided
secondary pylons (“SF2
and SF4” in Figure
7.1) at locations shown
in the figure to be
located near the Campus
Avenue interchange.
Secondary Pylons SF2 and SF4
Secondary freeway signs shall
incorporate up to 4 sign cabinets
per face to identify tenants or
project components. (Each cabinet
may hold up to 2 tenant names, for
a total of 8 tenants per pylon side.
Signs may be double sided.)
Maximum tenant letter height shall
be 4 feet.
Secondary freeway sign
maximum height of 55 feet
above the elevation of the
adjacent freeway roadway.
Billboard
(Outdoor
Advertising
Sign)
Two double sided digital
billboard signs (BB1 and
BB2) in Figure 7.1 at
locations shown in the
figure within the vicinity
of Campus Avenue
interchange.
Billboards BB1 and BB2
Digital Billboard signs shall
incorporate full color LED
electronic changeable copy with a
maximum size of 672 square feet
(maximum width 48 feet,
maximum height 14 feet).
Billboard signs are maximum
height of 65 feet above the
elevation of the adjacent
freeway roadway.
Monument,
Primary,
Secondary,
and Tertiary
Per locations shown in
this Section (“P”, “S”,
and “T” in Figure 7.1).
Primary monuments shall incorporate
up to 5 tenant identifications per face.
Secondary monuments shall
incorporate up to 4 tenant
identifications. Tertiary monuments
shall identify up to two tenants per
sign.
Primary monument maximum
height of 10 feet and width of
50 feet. Secondary corner
monuments maximum width of
40 feet and a maximum height
of 9 feet. Tertiary monument
maximum width of 12 feet and
a maximum height of 11 feet
from average grade.
Fuel Price No more than one price
information sign shall
be permitted for any
facility.
Fuel price signs shall be provided in
accordance with the provisions of State
law.
Maximum width of 8 feet and a
maximum height of 4 feet.
7.0 Development Regulations 7-4 Colonies at San Antonio
Sign Type
Maximum Number
Maximum Sign Area or Allowed
Ratio
Maximum Sign Structure
Dimensions (From Grade)
Pedestrian
Directional
Per approved sign
program.
Pedestrian directional monument signs
shall have a sign area with a maximum
width of 6 feet and a maximum height
of 7 feet. Pedestrian directional pole
mounted signs shall have a sign area
with a maximum width of 2.2 feet and
a maximum height of 4 feet. The pole
mounted sign area shall be located at
least 7.5 feet from grade.
Maximum height for pedestrian
directional monument signs of
8 feet.
Vehicular
Directional
Per approved sign
program.
Vehicular directional signs shall have a
sign area with a maximum width of 3.5
feet and a maximum height of 4.5 feet.
Maximum width of 4.5 feet and
maximum height of 7 feet.
Drive Thru
Directional
Drive thru directional
signs per approved sign
program. One menu
board per drive thru
restaurant tenant.
Drive thru directional signs shall have
a sign area with a maximum width of
4 feet and a maximum height of 4 feet.
Menu board structures shall have a
maximum area of 60 square feet.
Maximum width of 5.5 feet and
maximum height of 6 feet for
drive thru directional sign.
Wall One per building (or
tenant space) elevation.
Major tenants: On building frontage,
1.5 square feet of sign area (including
any logo) per lineal foot of building
frontage. On freeway elevation,
1.0 square feet of sign area (including
any logo) per lineal foot of building
elevation. For elevations backing up to
19th Street, 1.5 square feet of sign area
(including any logo) per lineal foot of
building elevation. (In addition, theater
buildings may have panels to allow for
display of movie posters or other
promotional materials along the rear
building elevation, with a combined
maximum of 1,500 square feet for
poster display areas.) In-line shop
tenants: On building frontage, 1.5
square feet of sign area (including any
logo) per lineal foot of building
frontage. On freeway elevation, 1.0
square feet of sign area (including any
logo) per lineal foot of building
elevation. All tenants are permitted a
wall sign at least 40 square feet;
however, the maximum allowable wall
sign area per tenant shall be 500 square
feet.
Not applicable.
Marquee One per theater use. On building frontage, 1.5 square feet of sign area (including any logo) per
lineal foot of building frontage.
See Table 7.C - General
Development Standards
Kiosk Signs Signage allowed on no
more than 3 elevations
per kiosk.
On elevations where signs are
permitted, 1.0 square feet of sign area
shall be allowed per lineal foot of the
signed building elevation. All tenant
identification signs, logos, menu
boards, service lists, and similar
signage shall be included in this limit.
Not applicable.
7.0 Development Regulations 7-5 Colonies at San Antonio
Sign Type
Maximum Number
Maximum Sign Area or Allowed
Ratio
Maximum Sign Structure
Dimensions (From Grade)
All kiosks are permitted at least 15
square feet of signage per signed
elevation; however, the maximum
allowable signage area per signed
elevation shall be 40 square feet.
Office Signage No requirement for
primary identification
signs. Four per elevation
for eyebrow
identification signs.
For primary identification signs, 1.5
square feet of sign area (including any
logo) per lineal foot of building
frontage. Maximum allowable sign
area shall be 120 square feet. For
eyebrow identification signs, the
maximum allowable sign area shall be
30 square feet.
Not applicable.
Wall Graphics No requirement. On freeway elevations, illuminated graphic “lifestyle” posters within
permanent display frames shall be
permitted, with a maximum square
footage of 120 square feet per poster
display area.
Not applicable.
Banner (pole
mounted) or
flag
No requirement. Banners and flags shall have a sign
area with a maximum width of 4 feet
and a maximum length of 12 feet.
Banner signs and flags shall be
located 3 feet below light
fixture on parking lot light
standard.
Temporary
(future tenant)
No requirement. Temporary (future tenant) signs shall
have a sign area with a maximum
width of 6 feet and a maximum height
of 7.8 feet.
No requirement.
Temporary
(property for
lease or sale)
No requirement. Temporary (property for lease or sale)
signs shall have a sign area with a
maximum width of 8 feet and a
maximum height of 10 feet.
No requirement.
1 LED electronic message centers will be required to be consistent with all Caltrans, State and Federal Regulations regarding on- site and off-site advertising. 2 Standards for electronic display signs can be found in Section 7.8.27 Electronic Signage Standards.
7.7.7 Commercial Signage
Conceptual locations of the commercial project identification signs are shown in Figure 7.1. Following are the development provisions for these commercial project identification signs as well as provisions for individual commercial signs on private property, listed according to sign type. a. Primary Freeway Pylon and Secondary Freeway Signs. In addition to the standards of Table 7.H, freeway pylon signs shall:
(1) incorporate the logo and project identity of the Colonies at San Antonio or Colonies Crossroads, as well as the City of Upland,
(2) include business and/or tenant identification where appropriate, (3) be double faced and sited perpendicular to the I-210 freeway, (4) allow a backlit graphic image to be located on the pylon signs, to be changed periodically according to various events or seasons,
(5) not to exceed a width of ½ of the sign’s total height48‘ above the freeway roadway grade,
7.0 Development Regulations 7-6 Colonies at San Antonio
(6) have a tenant sign area that is proportional and appropriate to the overall sign size, (7) not have any one tenant sign exceeding 50 percent of the overall allowable tenant sign area, (8) allow full color LED electronic message centers on Primary Freeway Pylons FP2 (west face) and FP4 (east face) subject to the following requirements. LED electronic message centers shall:
a. be mounted on signs of the same design as those not including LED electronic message centers.
b. be limited to a maximum size of 480 square feet, including a maximum width of 18’ and a maximum height of 26’ 6”.
c. have transitions of images occurring no more than once every eight (8) seconds, with transitions not creating the appearance of movement, flashing, or animation, d. be oriented in the direction of commercial activity to avoid glare on residential properties, with electronic message signs only allowed on the faces of the primary pylons and secondary pylons as indicated on Figure 7.1 for a total of four (4) electronic message displays, e. have electronic message displays that include ambient light sensing mechanisms and automatic dimming capabilities in order to adjust brightness levels between daytime and nighttime conditions:
f. not exceed brightness levels of 0.3 foot candles above ambient light conditions, as measured using a foot candle meter in conformance with the following process:
(1) Light measurements shall be taken with the meter aimed directly at the electronic message display sign face, or at the area of the sign emitting the brightest light if that area is not the sign face, at the following distances:
• A sign that is 0 to 100 square feet in areas shall be measured at a distance of 100 feet from the sign area being measured;
• A sign that is 101 to 350 square feet in area shall be measured at a distance of 150 feet from the sign area being measured; and
• A sign that is greater than 350 square feet in area shall be measured at a distance of 200 feet from the sign area being measured.
(2) An ambient light measurement shall be taken using a foot candle meter sometime between thirty (30) minutes past sunset or thirty (30) minutes before sunrise with the sign turned off to a black screen.
(3) An operating sign light measurement shall be taken with the sign turned on to full white copy immediately following the ambient light measurement. (4) The brightness level of the electronic message display conforms with the brightness requirements of this subsection if the difference between the ambient light measurements and the operating sign light measurement is 0.3 foot candles or less. g. devote a minimum of 10 percent of display time per hour spread evenly over the day to community events, community service announcements, and public safety announcements (e.g., Amber Alert),
h. not contain illegal, immoral, or inflammatory language,
7.0 Development Regulations 7-8 Colonies at San Antonio
i. follow all applicable State and Federal Regulations regarding on-site and off-site advertising set forth in the Business and Professions Code, as well as the provisions of California Vehicle Code Section 21466.5 that prohibits placing, maintaining, or displaying in view of any state highway “any light of any color of such brilliance as to impair the vision of drivers upon the highway.”
j. All signs shall contain a default mechanism that will cause the sign to revert immediately to a black screen if the sign malfunctions,
k. Except as specifically set forth in this Specific Plan, electronic message displays shall comply with the provisions of the Section 17.20.210 Highway commercial zone – Electronic changeable-copy signs of the Upland Municipal Code, and (9) be programmed so as to have LED electronic message centers facing in the same direction transition between images simultaneously.
b. Monument Signs. In addition to the standards of Table 7.H, monument signs shall:
(1) be located and installed in a manner consistent with sight-distance criteria established by the City of Upland.
c. Fuel Price Signs. In addition to the standards of Table 7.H, fuel price signs shall:
(1) identify supplier logo and pricing information only, (2) be installed within required landscape setback areas, (3) be placed perpendicular to the adjacent roadway right-of-way or if the facility is located on a corner, be placed diagonally at the intersection so that it can clearly be seen from both roadway right-of-ways, and
(4) meet State requirements.
d. Pedestrian and Vehicular Directional Signs. In addition to the standards of Table 7.H, pedestrian and vehicular directional signs shall meet the following requirements. (1) Pedestrian and vehicular directional signs shall not be included in calculating the building sign area.
(2) Pedestrian and vehicular directional signs shall identify the business and incorporate a directional arrow.
(3) Pedestrian and vehicular directional signs shall not be oriented to the public street. (4) Pedestrian directional signs may be freestanding monument signs that provide direction through a location map and list of names, or pole-mounted signs with the direction of facilities and tenants indicated using arrows.
(5) Vehicular directional signs may be freestanding or wall mounted. (6) Vehicular directional signs located in the median can be used to direct vehicles to significant features of the development and to parking entrance/exit locations. (7) Traffic regulatory signs may be reduced in scale where viewing distances are diminished. (8) Ground-mounted vehicular directional signs for drive-thru businesses (i.e., restaurants, financial services, gas stations) may be strategically located to direct vehicular traffic; however, their placement shall not interfere with sight lines or traffic. (9) Menu signs shall be single sided, internally illuminated, and oriented towards drive thru traffic (not in a manner that serves as an advertising device, not oriented off property towards center of
7.0 Development Regulations 7-9 Colonies at San Antonio property).
e. Wall Signs. In addition to the standards of Table 7.H, wall signs shall meet the following requirements.
(1) Tenants shall only display their established trade name or their basic product name. The name shall be consistent if multiple signs are permitted (see Table 7.H). (2) Signs shall maintain a minimum distance of the average letter height from architectural features, parapets, and building corners.
(3) Logos are encouraged if they meet the following criteria and shall be reviewed on a case-by-case basis. Logos shall be included in the calculation of permitted total sign area. Logos shall not be larger in height than 1.5 times the height of an upper-case letter in the business name. Logos independent of the main business identification may be permitted as a separate sign. (4) Graphic emblems (e.g., icons, images consistent with the nature of the business other than corporate logos) are permitted and are included in the maximum sign size requirements set forth in Table 7.H.
f. Kiosk Signs. In addition to the standards of Table 7.H, signage on kiosks shall meet the following requirement.
(1) Kiosk signage shall be mounted or applied to the kiosk structure. Freestanding or monument signs shall not be allowed.
g. Wall Graphics. In addition to the standards of Table 7.H, wall graphic posters located on freeway elevations shall meet the following requirements.
(1) Wall graphic posters shall be approved by the property manager. (2) Wall graphic posters may contain advertising for a specific product or business. (3) Wall graphic posters may be changed periodically. Posters shall be changed if they become faded or in disrepair.
h. Banners (Pole-Mounted) and Flags. In addition to the standards of Table 7.H, pole-mounted banners and flags shall meet the following requirements. (1) Banners or flags may be used for community events, grand openings, sales, or seasonal decoration.
(2) Community event banners or flags may be permitted subject to prior approval by the Community Development Director for a time period not to exceed 14 days. (3) Grand opening and sale banners or flags may be permitted subject to prior approval by the Community Development Director for a time period not to exceed 60 days. (4) Seasonal banners or flags shall be permitted on parking lot light standards during applicable seasonal periods.
(5) Banner or flag design, colors, and materials shall be compatible with the architectural design, landscape architecture, and graphic design themes of the project. (6) Banners or flags shall be properly maintained. Torn, frayed, faded, or otherwise damaged banners and flags shall not be permitted and shall be promptly removed by the owner. i. Wall Murals. Wall murals consistent with the architectural design, landscape architecture, and graphic design theme of the Colonies at San Antonio may be allowed, subject to approval by the City of Upland and Colonies Crossroads, Inc., or their designee.
Colonies at San Antonio 7-10 7.0 Development Regulations j. Temporary Signs. In addition to the standards of Table 7.H, temporary (future tenant or property for lease/sale) signs shall meet the following requirements. (1) Temporary signs may be allowed on an individual basis, subject to Community Development Director approval.
(2) Temporary signs for commercial projects shall include the Colonies Crossroads logo. (3) Temporary signs may be double faced, perpendicular to the street; single faced, diagonally facing the intersection; or panels within retail or non-retail monuments. k. Outdoor Advertising Structure or Sign. Signs placed for the purpose of advertising products or services that are not produced, stored, or sold on the property upon which the signs are located, and subject to the following regulations.
(1) Removal of Existing “Paper” Billboards. Prior to building permit issuance, the billboard company must commit the permanent removal of a minimum of two (2) existing “paper or static” billboards located anywhere within the City per each new high resolution digital billboard installed within the Colonies at San Antonio Specific Plan. A Relocation Agreement shall be executed between the City and billboard company.
(2) Maximum Height and Display Area. The maximum height of the billboard shall not exceed 65 feet and the display area shall not exceed 672 square feet with dimensions not exceeding 48 feet in width and 14 feet in height.
(3) Sign Face Overhang. The Billboards shall not overhang on to any State Highway, or other public rights-of-way or property lines.
(4) Timing of Message Changes. The timing of message changes on any Billboard shall change no more frequently than once every six seconds; and that blinking and/or moving characters shall be prohibited, except when necessary to change the message. (5) No Traffic Hazards. The Billboards shall not create a traffic hazard by distracting drivers or any obstructing traffic visibility, and shall be screened, tinted, shielded or otherwise modified, as necessary, to eliminate excessive glare, as deemed sufficient by the Development Services Director.
(6) Automatic Dimmers. Each Billboard shall contain automatic dimmers that maintain brightness at a level of 0.3 foot candles over ambient light at 250 feet. Each Billboard shall be equipped with a mechanism to monitor its brightness.
(7) Applicable Laws and Rules. The Billboard shall comply with all applicable requirements of state, federal, and local law, including, but not limited to, the Outdoor Advertising Act, the Upland Municipal Code, and the Colonies at San Antonio Specific Plans. In the event of any inconsistencies, the most stringent requirements shall apply. (8) Other Sign Modifications. Any changes, alterations, or modifications of any kind to the Billboards shall adhere to state law and the City’s municipal code, and may warrant a modification to an existing sign design review.
(9) Maintenance. The Billboard shall be properly maintained so that inoperative or improperly lighted bulbs do not impair the appearance and legibility of the sign. In addition, the Company shall maintain the landscaping within the Lease Area.
(10) Public Services Messages. City shall be entitled to place public service announcements and/or display messages and other matters of public interest on any Billboard on an “as
Colonies at San Antonio 7-11 7.0 Development Regulations available” basis; provided, however, that messages placed by City on the Relocated Billboards must be limited to non-profit, public service messages (hereinafter “Public Service Messages”).
(11) Adult Oriented Content. Advertising that advertises any Adult Oriented Business, displays “Specified Anatomical Areas,” or displays “Specified Sexual Activities,” as those terms are defined in the City’s Adult Business Ordinance shall be prohibited.
7.7.8 Open Space Signage
Location and design concepts for Open Space signage, including trail head entry monuments, trail markers, and interpretive signage, are illustrated in Chapter 9.0.
7.7.9 Public Facilities Signage
The type and number of permitted signs and signage development standards shall be as typical for the City of Upland Fire Department. Signs shall be compatible with the architectural style, landscape architecture, and graphic design theme of the Specific Plan area.
7.7.10 Residential Signage
Design concepts for residential entry signs, which are a component of the residential landscape entry concepts, are illustrated in Chapter 9 (Landscaping). The sign text shall be limited to the project name and housing type (e.g., attached luxury housing).
Other residential signs within residential zoning districts of this Specific Plan shall comply with the sign provisions of the Upland Municipal Code Chapter 17.20 (Sign Regulations).
7.7.11 Other Signage
Real estate signs not addressed in Table 7.H, above, shall comply with the City of Upland Municipal Code Section 17.20.100 (Temporary Real Estate Signs).
Political campaign signs shall comply with the City of Upland Municipal Code Section 17.20.120 (Political Campaign Signs - General).
Construction signs shall comply with the City of Upland Municipal Code Section 17.20.130 (Construction Signs).
7.7.12 Prohibited or Restricted Signs
a. Immoral or Unlawful Advertising. Exhibiting, posting, displaying or causing to be exhibited, upon any sign, anything of obscene, indecent, or immoral nature or unlawful activity shall be prohibited. b. Animated, Audible or Moving Signs. Signs incorporating moving, swinging, rotating, noise making, flashing, blinking, scintillating, fluctuating, or otherwise animated parts or lights, used to attract attention for the purpose of promoting (either directly or indirectly) the sale of products or identifying a tenant, shall be considered subject to the approval of the Community Development Director.
7.0 Development Regulations 7-12 Colonies at San Antonio c. Common Area Signs. No signs are permitted in the common area except as indicated within this Specific Plan and approved per the Sign Program.
d. Vehicle Signs. No vehicle, including trailers, shall be parked for the principal purpose of advertising or display (except temporary real estate directional and kiosk signs as provided in Section 9405.071 and 9405.072). Vehicles or other signs or devices on private property or in the public right-of-way, when used as advertising devices or displays, shall be prohibited. e. Light Bulb Strings and Exposed Tubing. External displays that consist of unshielded light bulbs shall be prohibited. Exposed neon or gaseous light tubing and tivoli lighting, when the display is an integral part of the design character of the activity to which it relates, may be approved. f. Interior Signs. Interior signs visible from the exterior, or designed or installed in an externally oriented manner, shall be prohibited.
g. Roof Signs. No roof signs or roof-mounted signs shall be permitted unless they are incorporated as an integral part of the design of the building’s architecture. h. Advertising Devices. No adverting displays promoting commercial tenants other than those in the Specific Plan area shall be permitted.
i. Temporary Signs. “A” frame signs, attraction boards, “human” signs, posters (other than on theaters or freeway elevations as permitted in Table 7.H), balloons, banners (other than pole-mounted), and sandwich board signs (including free standing signs such as “Lotto” signs) shall be prohibited at all times.
j. Religious Assembly. Signs for religious assembly uses may only indicate facility or tenant name(s).
DATE: October 27, 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 SEPTEMBER WARRANT AND PAYROLL REGISTERS
RECOMMENDED ACTION:
It is recommended that the City Council approve the August warrant registers totaling $13,443,511.23 (check numbers 54266 - 54576 and direct disbursements) and payroll registers totaling $2,051,079.55 (check numbers 164391 – 1644005 and electronic fund transfers 57434 – 58016).
GOAL STATEMENT
The proposed action supports the City’s goal of managing the City’s resources in a fiscally responsible and transparent manner.
BACKGROUND
The City Council is presented with the financial disbursements for the purchase of materials, supplies, services, capital projects, and payroll warrants issued in the prior month. This process provides the City Council with the opportunity to review the monthly expenses of the city.
ISSUES AND ANALYSIS
In accordance with Government Code 37208, the Finance Manager hereby certifies that the attached warrant registers, direct disbursements and payroll registers have been found to conform to the approved budget and have been paid.
These demands are submitted to the City Council for review and approval.
ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act (CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a “project” and thus is exempt.
FISCAL IMPACTS
Funds are available for the payment of the warrant registers, direct disbursements and payroll registers in accordance with the Fiscal Year 2025-26 operating budget.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54266 09/03/2025 PRINTED 851 ADVANTAGE SEALING SYSTEMS, INC 492.47$ 54267 09/03/2025 PRINTED 15750 AFLAC PREMIUM HOLDING 684.20 54268 09/03/2025 PRINTED 289 ARROW TRAILER SUPPLIES INC 11.56 54269 09/03/2025 PRINTED 1710 ASPHALT PROFESSIONAL SERVICES INC 9,898.00 54270 09/03/2025 PRINTED 1374 BAY ALARM COMPANY 471.00
54271 09/03/2025 PRINTED 1479 MAP COMMUNICATIONS INC 253.18 54272 09/03/2025 PRINTED 82791 CHEM PRO LLC 333.00
54273 09/03/2025 PRINTED 46891 CHINO BASIN WATER CONSERVATION DISTRICT 500.00 54274 09/03/2025 PRINTED 448 CINTAS CORPORATION 3,977.77 54275 09/03/2025 PRINTED 1755 CIVICA LAW GROUP, APC 16,163.75 54276 09/03/2025 PRINTED 2136 CROSSTOWN ELECTRICAL & DATA, INC 16,791.13 54277 09/03/2025 PRINTED 1153 DENCO LIEN SALES, INC 1,635.00 54278 09/03/2025 PRINTED 1570 DIRECTV ENTERTAINMENT HOLDINGS LLC 41.99 54279 09/03/2025 PRINTED 599 DOOLEY ENTERPRISES, INC 3,190.48 54280 09/03/2025 PRINTED 1002 DUNN-EDWARDS 246.55
54281 09/03/2025 PRINTED 73401 ERNIE'S DISCOUNT ROOTER 644.00 54282 09/03/2025 PRINTED 1562 EVCO CLEANING SUPPLIES LLC 150.63 54283 09/03/2025 PRINTED 78 FRONTIER 645.00
54284 09/03/2025 PRINTED 78 FRONTIER 645.00
54285 09/03/2025 PRINTED 78 FRONTIER 374.85
54286 09/03/2025 PRINTED 29491 GEO PLASTICS 1,689.52
54287 09/03/2025 PRINTED 255 DENNIS SILLETTO & ASSOCIATES 3,724.69 54288 09/03/2025 PRINTED 290 GRAINGER 305.07
54289 09/03/2025 PRINTED 2049 GREEN'S AUTO TECH 760.03
54290 09/03/2025 PRINTED 1941 HASA INC 5,875.14
54291 09/03/2025 PRINTED 629 HONEYCOTT, INC 475.00
54292 09/03/2025 PRINTED 4495 HOSE-MAN INC 124.04
54293 09/03/2025 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 996.30 54294 09/03/2025 PRINTED 1357 JACKS KEY SERVICE 662.45
54295 09/03/2025 PRINTED 841 JOHNSTONE SUPPLY OF UPLAND 430.46 54296 09/03/2025 PRINTED 80561 KEENAN & ASSOCIATES 18,407.88 54297 09/03/2025 PRINTED 267 LARA, JASON 60.00
54298 09/03/2025 PRINTED 3020 LAW ENFORCEMENT MEDICAL SVCS 2,115.00 54299 09/03/2025 PRINTED 102 LIGHTING INSTYLE 564.95
54300 09/03/2025 PRINTED 2023 LUMEN TECHNOLOGIES COMPANY 1,460.12 54301 09/03/2025 PRINTED 16385 MAIN STREET SIGNS 48.94
54302 09/03/2025 PRINTED 1096 MCFADDEN-DALE INDUSTRIAL HARDWARE, LLC 572.71 54303 09/03/2025 PRINTED 1123 HYATT LEGAL PLANS, INC 735.00 54304 09/03/2025 PRINTED 1724 VETERINARY PET INSURANCE COMPANY 435.07 54305 09/03/2025 PRINTED 83491 NOBEL SYSTEMS 91,480.00
54306 09/03/2025 PRINTED 1410 OUTDOOR CREATIONS INC 4,934.95 54307 09/03/2025 PRINTED 16823 PRE PAID LEGAL SVC, INC 86.70 54308 09/03/2025 PRINTED 2144 QUALITY COACHWORKS, LLC 2,008.50 54309 09/03/2025 PRINTED 2070 RAFTELIS FINANCIAL CONSULTANTS, INC 5,106.25 54310 09/03/2025 PRINTED 1864 REAL GONE PEST CONTROL 1,840.00 54311 09/03/2025 PRINTED 99181 ROBERT HALF 7,626.34
54312 09/03/2025 PRINTED 67381 ROUTE 66 CAR WASH INC 3,416.00 54313 09/03/2025 PRINTED 90591 S & J SUPPLY CO INC 13,199.38 54314 09/03/2025 PRINTED 1970 SHARP BUSINESS SYSTEMS 10,486.08 54315 09/03/2025 PRINTED 507 SERVIAM BY WRIGHT LLP 8,417.00 54316 09/03/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 670.70 54317 09/03/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 481.32 54318 09/03/2025 PRINTED 162 SUNBELT RENTALS INC 432.46 City of Upland
Accounts Payable Check Reconciliation Register
09/01/2025 - 09/30/2025
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54319 09/03/2025 PRINTED 1156 T.R.L. SYSTEMS, INC 2,599.57 54320 09/03/2025 PRINTED 11583 THOMPSON PLUMBING SUPPLY 132.46 54321 09/03/2025 PRINTED 570 TRANSWEST TRUCK CENTER, LLC 1,406.57 54322 09/03/2025 PRINTED 2102 TRUCK DIESEL REPAIR 3,316.04 54323 09/03/2025 PRINTED 483 ULINE, INC 870.05
54324 09/03/2025 PRINTED 1653 MARIA E WALWORTH 375.00
54325 09/03/2025 PRINTED 1697 WATERWORKFORCE, INC 12,217.50 54326 09/03/2025 PRINTED 1725 WEST COAST ARBORISTS INC 667,545.50 54327 09/03/2025 PRINTED 999999 CENTURY COMMUNITIES, INC.13,776.24 54328 09/03/2025 PRINTED 999999 JUAN CARLOS MARTINEZ 100.00 54329 09/10/2025 PRINTED 207 ADLERHORST INTERNATIONAL LLC 3,131.45 54330 09/10/2025 PRINTED 25 AGUILAR-RILEY, VIRGINIA 877.25 54331 09/10/2025 PRINTED 3 AIRGAS USA LLC 20.64
54332 09/10/2025 PRINTED 1396 ALVAREZ, MARIA ELENA 810.00 54333 09/10/2025 PRINTED 6109 AMERICAN HERITAGE LIFE INS CO 93.09 54334 09/10/2025 PRINTED 131971 ANNEALTA GROUP 9,660.00 54335 09/10/2025 PRINTED 1729 ANTHESIS SERVICES 7,500.00 54336 09/10/2025 PRINTED 119831 AXON ENTERPRISE, INC 7,932.24 54337 09/10/2025 PRINTED 3987 BALDY VIEW GYMNASTICS 1,355.20 54338 09/10/2025 PRINTED 1348 BAST, KAY 480.00
54339 09/10/2025 PRINTED 1112 BEGINNERS EDGE SPORTS TRAINING, LLC 1,458.00 54340 09/10/2025 PRINTED 120021 BRIGHTVIEW 2,752.00
54341 09/10/2025 PRINTED 1503 BROWN AND CALDWELL 32,735.51 54342 09/10/2025 PRINTED 84141 CARTY, DIANE 648.00
54343 09/10/2025 PRINTED 12511 CALIFORNIA COMPUTER SCHOOLS 125.00 54344 09/10/2025 PRINTED 3613 CITY OF CLAREMONT 10,030.42 54345 09/10/2025 PRINTED 163 CLINICAL LABORATORY OF SAN BERNARDINO, INC 375.00 54346 09/10/2025 PRINTED 15266 CMRTA 40.00
54347 09/10/2025 PRINTED 521 COUPLAND, DONNA 243.00
54348 09/10/2025 PRINTED 1962 ELIZABETH DALEY 8,448.00
54349 09/10/2025 PRINTED 1153 DENCO LIEN SALES, INC 290.00 54350 09/10/2025 PRINTED 124 DEPARTMENT OF JUSTICE 1,019.00 54351 09/10/2025 PRINTED 40011 DIVINCENZO, ERIC 291.86
54352 09/10/2025 PRINTED 2435 EVERSOFT 515.06
54353 09/10/2025 PRINTED 1276 EXTRIC LLC 1,308.00
54354 09/10/2025 PRINTED 78 FRONTIER 2,231.14
54355 09/10/2025 PRINTED 78 FRONTIER 1,147.14
54356 09/10/2025 PRINTED 78 FRONTIER 1,117.04
54357 09/10/2025 PRINTED 78 FRONTIER 139.00
54358 09/10/2025 PRINTED 1621 FULL TRAFFIC MAINTENANCE, INC 1,870.54 54359 09/10/2025 PRINTED 111311 FUN WITH SCIENCE 124.80 54360 09/10/2025 PRINTED 390 GONZALEZ, CATHY 190.60
54361 09/10/2025 PRINTED 290 GRAINGER 522.99
54362 09/10/2025 PRINTED 2049 GREEN'S AUTO TECH 5,376.47 54363 09/10/2025 PRINTED 104371 GYMBOREE UPLAND 105.00
54364 09/10/2025 PRINTED 1941 HASA INC 1,605.90
54365 09/10/2025 PRINTED 1787 VANESSA ANN HIDALGO 432.00 54366 09/10/2025 PRINTED 16340 INFOSEND INC 21,101.89
54367 09/10/2025 PRINTED 36271 INLAND EMPIRE PRINTING 140.08 54368 09/10/2025 PRINTED 3430 INLAND EMPIRE STAGES, LTD 5,076.75 54369 09/10/2025 PRINTED 2115 INTERNATIONAL LANGUAGE SCHOOL FOR CHILDREN 2,325.00 54370 09/10/2025 PRINTED 114501 INTERWEST CONSULTING GROUP 20,406.36 54371 09/10/2025 PRINTED 9463 JB'S POOLS & PONDS, INC 96.82 54372 09/10/2025 PRINTED 583 KING FENCING INC 3,975.00
54373 09/10/2025 PRINTED 846 KLAUS & SONS PLUMBING 277.00 54374 09/10/2025 PRINTED 15595 L D M ASSOCIATES INC 12,150.00 54375 09/10/2025 PRINTED 3020 LAW ENFORCEMENT MEDICAL SVCS 4,060.00 54376 09/10/2025 PRINTED 91491 LIBRARY SYSTEMS & SERVICES LLC 26,299.12 54377 09/10/2025 PRINTED 3013 MAYA QUINTERO 1,155.00
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54378 09/10/2025 PRINTED 1376 MEADE, MEGHAN 43.09
54379 09/10/2025 PRINTED 1834 DEBORAH NAKATANI 150.00
54380 09/10/2025 PRINTED 771 NETWRIX CORPORATION 6,224.39 54381 09/10/2025 PRINTED 117121 NUCKLES OIL COMPANY INC 29,349.01 54382 09/10/2025 PRINTED 1740 O-REILLY AUTO ENTERPRISES, LLC 55.97 54383 09/10/2025 PRINTED 6625 P F SERVICES INC 190.00
54384 09/10/2025 PRINTED 1975 SHERRI FERNANDEZ 1,272.00 54385 09/10/2025 PRINTED 62081 QUADIENT LEASING USA, INC 2,150.13 54386 09/10/2025 PRINTED 1759 REAL, CARLOS 120.00
54387 09/10/2025 PRINTED 67381 ROUTE 66 CAR WASH INC 933.00 54388 09/10/2025 PRINTED 90591 S & J SUPPLY CO INC 2,160.40 54389 09/10/2025 PRINTED 210 SALDANA DIAZ, NURYS E.578.20 54390 09/10/2025 PRINTED 2225 SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT 8,657.00 54391 09/10/2025 PRINTED 20171 SAN BERNARDINO COUNTY SHERIFF 4,475.00 54392 09/10/2025 PRINTED 1237 VANESSA SEE 6,787.20
54393 09/10/2025 PRINTED 407 SINGLETON, DENICE 1,746.00 54394 09/10/2025 PRINTED 99141 SONSRAY MACHINERY LLC 385.49 54395 09/10/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 282.66 54396 09/10/2025 PRINTED 417 E&S TOWING ENTERPRISES, INC 1,950.00 54397 09/10/2025 PRINTED 2043 SVA ARCHITECTS, INC 9,575.00 54398 09/10/2025 PRINTED 952 T TACTICAL SOLUTIONS, INC 6,992.98 54399 09/10/2025 PRINTED 1980 JENSEN TABISOLA 161.12
54400 09/10/2025 PRINTED 59821 TERRYBERRY COMPANY LLC 78.03 54401 09/10/2025 PRINTED 11583 THOMPSON PLUMBING SUPPLY 122.80 54402 09/10/2025 PRINTED 62321 TPX COMMUNICATIONS 1,054.89 54403 09/10/2025 PRINTED 3557 UNDERGROUND SERVICE ALERT 545.29 54404 09/10/2025 PRINTED 5522 UNITED RENTALS INC 267.18 54405 09/10/2025 PRINTED 2149 UPLAND HILLTOPPERS GIRLS SOFTBALL 50,000.00 54406 09/10/2025 PRINTED 1653 MARIA E WALWORTH 375.00
54407 09/10/2025 PRINTED 5193 ZAILO, ROBERT 417.30
54408 09/10/2025 PRINTED 999999 NICK DELGADO 304.00
54409 09/10/2025 PRINTED 999999 WILLIAM HAVARD 64.00
54410 09/17/2025 PRINTED 1758 JEANNETTE RINCON 14,426.71 54411 09/17/2025 PRINTED 1500 THE CUSTOM GRAPHICS 177.79 54412 09/17/2025 PRINTED 16829 GOURMET GOURMET CATERING 1,149.29 54413 09/17/2025 PRINTED 1345 JULIE HERNANDEZ 9,597.50
54414 09/17/2025 PRINTED 4719 INTERSTATE BATTERIES 181.88 54415 09/17/2025 PRINTED 772 KIDS SPORTS NEWS NETWORK 4,000.00 54416 09/17/2025 PRINTED 1981 ANGEL OJEDA 257.78
54417 09/17/2025 PRINTED 99181 ROBERT HALF 2,656.70
54418 09/17/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 84.10 54419 09/17/2025 PRINTED 2100 TRUE POLYGRAPH LLC 1,650.00 54420 09/17/2025 PRINTED 311 U S ARMOR CORPORATION 3,749.81 54421 09/17/2025 PRINTED 999999 RUGS LIMITED LLC 5,128.06 54422 09/17/2025 PRINTED 3 AIRGAS USA LLC 323.30
54423 09/17/2025 PRINTED 1291 AMTECH ELEVATOR SERVICES 2,596.50 54424 09/17/2025 PRINTED 715 BACKFLOW PREVENTION DEVICE INSPECTIONS, INC 370.37 54425 09/17/2025 PRINTED 862 BADGER METER INC 6,659.76
54426 09/17/2025 PRINTED 1769 BIO-TOX LABORATORIES 5,235.00 54427 09/17/2025 PRINTED 1503 BROWN AND CALDWELL 11,918.63 54428 09/17/2025 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 2,610.23 54429 09/17/2025 PRINTED 1600 CDL BASIC TRAINING LLC 9,900.00 54430 09/17/2025 PRINTED 1799 COMCAST CABLE COMMUNICATIONS MANAGEMENT LLC 682.72 54431 09/17/2025 PRINTED 1153 DENCO LIEN SALES, INC 720.00 54432 09/17/2025 PRINTED 1570 DIRECTV ENTERTAINMENT HOLDINGS LLC 163.24 54433 09/17/2025 PRINTED 1562 EVCO CLEANING SUPPLIES LLC 259.99 54434 09/17/2025 PRINTED 2435 EVERSOFT 1,711.03
54435 09/17/2025 PRINTED 96251 FORD OF UPLAND 4,955.37
54436 09/17/2025 PRINTED 78 FRONTIER 43.19
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54437 09/17/2025 PRINTED 78 FRONTIER 829.00
54438 09/17/2025 PRINTED 78 FRONTIER 92.59
54439 09/17/2025 PRINTED 1721 GARAGE AUTO PAINT & BODY 28,803.17 54440 09/17/2025 PRINTED 290 GRAINGER 1,990.29
54441 09/17/2025 PRINTED 2049 GREEN'S AUTO TECH 1,556.55 54442 09/17/2025 PRINTED 72691 HAAKER EQUIPMENT CO 11,656.93 54443 09/17/2025 PRINTED 4495 HOSE-MAN INC 198.43
54444 09/17/2025 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 41,752.62 54445 09/17/2025 PRINTED 1357 JACKS KEY SERVICE 180.00
54446 09/17/2025 PRINTED 841 JOHNSTONE SUPPLY OF UPLAND 489.83 54447 09/17/2025 PRINTED 583 KING FENCING INC 4,300.00
54448 09/17/2025 PRINTED 1441 KNIGHT CLAREMONT INC 5,445.73 54449 09/17/2025 PRINTED 2038 LA VERNE POWER EQUIPMENT, INC 2,038.03 54450 09/17/2025 PRINTED 102 LIGHTING INSTYLE 480.89
54451 09/17/2025 PRINTED 122601 LOWE'S 9,344.32
54452 09/17/2025 PRINTED 2023 LUMEN TECHNOLOGIES COMPANY 1,460.12 54453 09/17/2025 PRINTED 1761 LUMIBERN INC 1,217.00
54454 09/17/2025 PRINTED 16385 MAIN STREET SIGNS 195.75 54455 09/17/2025 PRINTED 1096 MCFADDEN-DALE INDUSTRIAL HARDWARE, LLC 45.02 54456 09/17/2025 PRINTED 879 MOTOROLA SOLUTIONS, INC 1,033,777.00 54457 09/17/2025 PRINTED 238 MOUNTAIN VIEW CHEVROLET, INC 9,683.00 54458 09/17/2025 PRINTED 7816 MR T'S TOWING INC 1,050.00 54459 09/17/2025 PRINTED 4509 PARKHOUSE TIRE INC 755.86 54460 09/17/2025 PRINTED 1864 REAL GONE PEST CONTROL 520.00 54461 09/17/2025 PRINTED 1970 SHARP BUSINESS SYSTEMS 7,942.11 54462 09/17/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 669.00 54463 09/17/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 222.48 54464 09/17/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 152.00 54465 09/17/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 1,063.01 54466 09/17/2025 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS, LLC 134.98 54467 09/17/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 684.31 54468 09/17/2025 PRINTED 1156 T.R.L. SYSTEMS, INC 1,240.00 54469 09/17/2025 PRINTED 11583 THOMPSON PLUMBING SUPPLY 2,049.65 54470 09/17/2025 PRINTED 626 TMP ENTERPRISES, LLC 200.00 54471 09/17/2025 PRINTED 62321 TPX COMMUNICATIONS 2,593.16 54472 09/17/2025 PRINTED 3557 UNDERGROUND SERVICE ALERT 613.29 54473 09/17/2025 PRINTED 14735 VERIZON WIRELESS 2,211.59 54474 09/17/2025 PRINTED 14735 VERIZON WIRELESS 7,143.48 54475 09/17/2025 PRINTED 14735 VERIZON WIRELESS 136.74
54476 09/17/2025 PRINTED 14735 VERIZON WIRELESS 271.72
54477 09/17/2025 PRINTED 14735 VERIZON WIRELESS 320.18
54478 09/17/2025 PRINTED 14735 VERIZON WIRELESS 20.02
54479 09/17/2025 PRINTED 14735 VERIZON WIRELESS 118.42
54480 09/17/2025 PRINTED 14735 VERIZON WIRELESS 720.32
54481 09/17/2025 PRINTED 14735 VERIZON WIRELESS 439.88
54482 09/17/2025 PRINTED 14735 VERIZON WIRELESS 40.04
54483 09/17/2025 PRINTED 14735 VERIZON WIRELESS 1,854.13 54484 09/17/2025 PRINTED 760 WATER FACILITIES AUTHORITY 1,396.35 54485 09/17/2025 PRINTED 1697 WATERWORKFORCE, INC 11,205.00 54486 09/17/2025 PRINTED 392 WAXIE SANITARY SUPPLY 2,657.12 54487 09/17/2025 PRINTED 271 WEST COAST TELCOM PRODUCTS 676.75 54488 09/17/2025 PRINTED 1725 WEST COAST ARBORISTS INC 14,649.00 54489 09/17/2025 PRINTED 999999 ANOUSH MIKAYELYAN-CHANG 14.00 54490 09/24/2025 PRINTED 36721 ALHAMBRA REPROGRAPHICS INC 221.58 54491 09/24/2025 PRINTED 1678 JOHN P ANDREWS 100.00
54492 09/24/2025 PRINTED 131971 ANNEALTA GROUP 11,200.00 54493 09/24/2025 PRINTED 1729 ANTHESIS SERVICES 7,500.00 54494 09/24/2025 PRINTED 1729 ANTHESIS SERVICES 500.00
54495 09/24/2025 PRINTED 2134 ARDUENGO INVESTIGATIONS, PROFESSIONAL LAW CORPORAT 6,363.00
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54496 09/24/2025 PRINTED 117311 ASCAP 906.29
54497 09/24/2025 PRINTED 308 ASPINALL, ROBIN JEAN 100.00 54498 09/24/2025 PRINTED 119831 AXON ENTERPRISE, INC 3,540.91 54499 09/24/2025 PRINTED 2120 BRIDGEMORE CONSULTING INC 5,000.00 54500 09/24/2025 PRINTED 819 BRINKS, INC 1,230.91
54501 09/24/2025 PRINTED 1007 CALDWELL, CHRISTINE 100.00 54502 09/24/2025 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 1,578.86 54503 09/24/2025 PRINTED 83401 CARL WARREN & CO 5,480.00 54504 09/24/2025 PRINTED 448 CINTAS CORPORATION 49.27
54505 09/24/2025 PRINTED 1869 CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY (CIRA)16,694.45 54506 09/24/2025 PRINTED 1784 CLEARGOV INC 28,339.00
54507 09/24/2025 PRINTED 45421 COSTAR REALTY INFORMATION GROUP INC 695.21 54508 09/24/2025 PRINTED 4696 CUCAMONGA VALLEY WATER DISTRIC 35.47 54509 09/24/2025 PRINTED 1962 ELIZABETH DALEY 14,784.00 54510 09/24/2025 PRINTED 1863 DAVID L BORGER 100.00
54511 09/24/2025 PRINTED 1153 DENCO LIEN SALES, INC 185.00 54512 09/24/2025 PRINTED 124 DEPARTMENT OF JUSTICE 292.00 54513 09/24/2025 PRINTED 97141 EUROFINS EATON ANALYTICAL INC 9,060.00 54514 09/24/2025 PRINTED 10485 EXPERIAN 75.00
54515 09/24/2025 PRINTED 2039 FIRST TRADE LLC, DBA YMC 51,120.75 54516 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 704.52 54517 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 370.50 54518 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 704.52 54519 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 370.50 54520 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 188.17 54521 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 370.50 54522 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 704.52 54523 09/24/2025 PRINTED 99418 FRANCHISE TAX BOARD 370.50 54524 09/24/2025 PRINTED 2153 GEORGE HILLS COMPANY 2,510.90 54525 09/24/2025 PRINTED 560 GOTIME CONTROL, INC 6,000.00 54526 09/24/2025 PRINTED 1748 HALEY CONIGLIO 100.00
54527 09/24/2025 PRINTED 2074 I CREATE PROFESSIONALS CONSULTING 4,400.00 54528 09/24/2025 PRINTED 1762 IDTT CONSULTANTS LLC 150.00 54529 09/24/2025 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 18,330.11 54530 09/24/2025 PRINTED 899 INTERNATIONAL CODE COUNCIL, INC 1,755.16 54531 09/24/2025 PRINTED 284 J G BAUTISTA CONSULTING 9,150.00 54532 09/24/2025 PRINTED 1269 JOHNSON, JEFFREY 100.00
54533 09/24/2025 PRINTED 343 KB HOMES 7,998.00
54534 09/24/2025 PRINTED 1969 KIMLEY-HORN AND ASSOCIATES, INC 2,869.30 54535 09/24/2025 PRINTED 1609 LANDSCAPE WEST MANAGEMENT SERVICES, INC 10,040.00 54536 09/24/2025 PRINTED 1488 LUPERCIO, EDGAR 197.95
54537 09/24/2025 PRINTED 1845 LWP CLAIMS SOLUTIONS INC 6,520.00 54538 09/24/2025 PRINTED 1692 MONICA MARROQUIN 100.00
54539 09/24/2025 PRINTED 1724 VETERINARY PET INSURANCE COMPANY 371.05 54540 09/24/2025 PRINTED 16877 NEXTDAY DELIVERY SERVICE, INC 297.20 54541 09/24/2025 PRINTED 1844 NORTHWOODS APARTMENTS 1,640.00 54542 09/24/2025 PRINTED 1419 ONYX PAVING COMPANY INC 45,215.48 54543 09/24/2025 PRINTED 1625 PARTIES UNLIMITED 616.00
54544 09/24/2025 PRINTED 2021 PROTERRA BUILDERS INC 158,786.69 54545 09/24/2025 PRINTED 349 RAIN MASTER IRRIGATION SYSTEMS 2,391.20 54546 09/24/2025 PRINTED 99181 ROBERT HALF 1,961.70
54547 09/24/2025 PRINTED 90591 S & J SUPPLY CO INC 1,395.41 54548 09/24/2025 PRINTED 133921 SAFE USA 66,866.80
54549 09/24/2025 PRINTED 6610 SAN BERNARDINO COUNTY SHERIFF 288.90 54550 09/24/2025 PRINTED 11671 SAN BERNARDINO COUNTY 15,181.16 54551 09/24/2025 PRINTED 1766 SEPULVEDA SANCHEZ LAW, PC 50,000.00 54552 09/24/2025 PRINTED 1970 SHARP BUSINESS SYSTEMS 3,454.64 54553 09/24/2025 PRINTED 637 SMART & FINAL IRIS CO 102.13 54554 09/24/2025 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 257.40
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 54555 09/24/2025 PRINTED 1439 STATON, BRIAN 100.00
54556 09/24/2025 PRINTED 417 E&S TOWING ENTERPRISES, INC 1,800.00 54557 09/24/2025 PRINTED 2043 SVA ARCHITECTS, INC 2,500.00 54558 09/24/2025 PRINTED 1154 T-MOBILE USA 115.00
54559 09/24/2025 PRINTED 2125 TOWNSEND PUBLIC AFFAIRS, INC 4,000.00 54560 09/24/2025 PRINTED 2100 TRUE POLYGRAPH LLC 550.00 54561 09/24/2025 PRINTED 11484 U S BANK 4,400.00
54562 09/24/2025 PRINTED 63381 UTILITY COST MANAGEMENT LLC 12,641.99 54563 09/24/2025 PRINTED 4481 VCA CENTRAL ANIMAL HOSPITAL 266.82 54564 09/24/2025 PRINTED 1865 WATRY DESIGN, INC.2,415.00 54565 09/24/2025 PRINTED 1261 WEX HEALTH INC 198.00
54566 09/24/2025 PRINTED 1325 WILLDAN ENGINEERING 20,062.50 54567 09/24/2025 PRINTED 999999 CJC DESIGN INC.1,588.50 54568 09/24/2025 PRINTED 999999 COLONIES PARTNERS 4,014.51 54569 09/24/2025 PRINTED 999999 FORD OF UPLAND, LLC 29.36 54570 09/24/2025 PRINTED 999999 JILL PERSONS JACK 115.00 54571 09/24/2025 PRINTED 999999 JIN QU 950.00
54572 09/24/2025 PRINTED 999999 REBECCA FREEMAN 510.00
54573 09/24/2025 PRINTED 999999 RMV ANNEX LLC 2,404.60
54574 09/24/2025 PRINTED 2123 MONICA COX 291.58
54575 09/24/2025 PRINTED 2021 PROTERRA BUILDERS INC 158,786.69 54576 09/24/2025 PRINTED 1766 SEPULVEDA SANCHEZ LAW, PC 50,000.00 PRINTED CHECKS (311 COUNT)3,456,980.00$
90325000 09/03/2025 MANUAL 43651 U S BANK NATIONAL ASSN 72,857.34$ 90325001 09/03/2025 MANUAL 32091 SOUTHERN CALIF EDISON CO 27,705.30 90325002 09/03/2025 MANUAL 5944 BURRTEC WASTE INDUSTRIES 1,615,657.45 90425000 09/04/2025 MANUAL 91491 LIBRARY SYSTEMS & SERVICES LLC 124,334.00 90425001 09/04/2025 MANUAL 441 MIDAMERICA ADMIN & RETIREMENT SOLUTIONS, LLC 2,074.15 90425002 09/04/2025 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,072.00 90425003 09/04/2025 MANUAL 2041 AFSCME DC 36 990.00
90425004 09/04/2025 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,310.00 90425005 09/04/2025 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 420.00 90425006 09/04/2025 MANUAL 1597 TRUSTMARK VOLUNTARY BENEFIT ADMINISTRATOR 2,184.90 90425007 09/04/2025 MANUAL 1594 COBRA PROFESSIONALS, INC 2,904.52 90425008 09/04/2025 MANUAL 618 ICMA-RC 1,681.25
90425009 09/04/2025 MANUAL 65181 CALPERS 350.00
90425010 09/04/2025 MANUAL 621 KAREN LONG 187.50
90525000 09/05/2025 MANUAL 1499 EMPOWER TRUST COMPANY, LLC 81,236.18 90525001 09/05/2025 MANUAL 1589 LIVELY INC 3,654.94
90825000 09/08/2025 MANUAL 116231 NEOPOST USA INC 5,000.00 90825001 09/08/2025 MANUAL 543 SOUTHERN CALIF GAS COMPANY 2,699.31 91125000 09/11/2025 MANUAL 65181 CALPERS 242,661.08
91625000 09/16/2025 MANUAL 32091 SOUTHERN CALIF EDISON CO 249,689.25 91725000 09/17/2025 MANUAL 2153 GEORGE HILLS COMPANY 49,948.34 91725001 09/17/2025 MANUAL 1845 LWP CLAIMS SOLUTIONS INC 85,840.25 91725002 09/17/2025 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 773,772.28 91825000 09/18/2025 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 201,142.55 91825001 09/18/2025 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 29,388.00 91825002 09/18/2025 MANUAL 2153 GEORGE HILLS COMPANY 53,677.20 91825003 09/18/2025 MANUAL 2153 GEORGE HILLS COMPANY 65,766.40 91825004 09/18/2025 MANUAL 441 MIDAMERICA ADMIN & RETIREMENT SOLUTIONS, LLC 1,715.92 91825005 09/18/2025 MANUAL 621 KAREN LONG 187.50
91825006 09/18/2025 MANUAL 2041 AFSCME DC 36 990.00
91825007 09/18/2025 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,310.00 91825008 09/18/2025 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 420.00 91825009 09/18/2025 MANUAL 1594 COBRA PROFESSIONALS, INC 3,054.52 91825010 09/18/2025 MANUAL 618 ICMA-RC 1,631.25
91825011 09/18/2025 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,072.00
CHECK #CHECK DATE CHECK TYPE VENDOR #VENDOR NAME CHECK AMOUNT 91825012 09/18/2025 MANUAL 11484 U S BANK 4,150,000.00
91925000 09/19/2025 MANUAL 1499 EMPOWER TRUST COMPANY, LLC 81,951.64 91925001 09/19/2025 MANUAL 1589 LIVELY INC 3,654.94
92525000 09/25/2025 MANUAL 2019 STONE CREEK ESCROW, INC 25,400.00 92625000 09/26/2025 MANUAL 760 WATER FACILITIES AUTHORITY 559,889.35 92625001 09/26/2025 MANUAL 11484 U S BANK 1,026,255.09
92625002 09/26/2025 MANUAL 11484 U S BANK 666,567.37
92625003 09/26/2025 MANUAL 441 MIDAMERICA ADMIN & RETIREMENT SOLUTIONS, LLC 32,370.48 MANUAL CHECKS (43 COUNT)10,262,674.25$
51907 02/19/2025 VOID 1488 LUPERCIO, EDGAR (197.95)$
53533 07/02/2025 VOID 2123 MONICA COX (291.58)
54144 08/20/2025 VOID 133921 SAFE USA (7,941.40)
54235 08/27/2025 VOID 133921 SAFE USA (58,925.40)
54544 09/24/2025 VOID 2021 PROTERRA BUILDERS INC (158,786.69) 54551 09/24/2025 VOID 1766 SEPULVEDA SANCHEZ LAW, PC (50,000.00) VOID CHECKS (6 COUNT)(276,143.02)$
PRINTED CHECKS (311 COUNT)3,456,980.00$
MANUAL CHECKS (43 COUNT)10,262,674.25$
VOID CHECKS (6 COUNT)(276,143.02)$
PRINTED & MANUAL CHECK TOTALS 13,443,511.23$
TOTAL PAID FOR SEPTEMBER 2025
VENDOR LISTING (SUM OF PAYMENTS > $100,000)TOTAL DESCRIPTION BURRTEC WASTE INDUSTRIES 1,615,657.45$ SOLID WASTE COLLECTION CALPERS 243,011.08$ RETIREMENT / PENSION
EMPOWER TRUST COMPANY, LLC 163,187.82$ RETIREMENT / DEFERRED COMP GEORGE HILLS COMPANY 171,902.84$ LIABILITY CLAIMS ACCOUNT FUNDING INLAND EMPIRE UTILITIES AGENCY 1,065,381.86$ WATER/WASTEWATER TREATEMENT AGENCY LIBRARY SYSTEMS & SERVICES LLC 150,633.12$ CONTRACT LIBRARY SERVICES MOTOROLA SOLUTIONS, INC 1,033,777.00$ PD TWO-WAY RADIOS PROTERRA BUILDERS INC 158,786.69$ REPLACEMENT STANDBY GENERATOR PROGRESS PAYMENT SOUTHERN CALIF EDISON CO 277,394.55$ ELECTRICITY UTILITY U S BANK 5,847,222.46$ CFD DEBT SERVICE
WATER FACILITIES AUTHORITY 561,285.70$ WATER / WASTEWATER TREATMENT AGENCY WEST COAST ARBORISTS INC 682,194.50$ TREE MAINTENANCE Grand Total 11,970,435.07$
City of Upland
Vendor Payments Made Greater Than $100,000
09/01/2025 - 09/30/2025
DATE: October 27, 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, MANAGEMENT ANALYST
SUBJECT: TREASURER’S REPORT SEPTEMBER 2025
RECOMMENDED ACTION
It is recommended that the City Council receive and file the September 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 monthl y, but the City of Upland’s Investment Policy (approved June 9, 2025) 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 directions to staff.
CEQA: Not a Project.
Investment Portfolio Cost Par Value Market Value % of Portfolio State Local Agency Investment Fund 1,318,103 1,318,103 1,333,338 1.05% California Asset Management Plan 10,071,972 10,071,972 10,071,972 7.90% Negotiable Certificates of Deposit 16,866,200 16,868,000 16,985,578 13.32% Money Market Fund 335,964 335,964 335,964 0.26% Municipal Bonds 5,372,687 5,640,000 5,469,246 4.29% Government Agency Securities 84,785,364 85,836,183 85,304,126 66.89% Corporate Bonds 5,013,250 5,000,000 5,049,285 3.96% US Treasury 2,896,600 3,000,000 2,981,560 2.34% Total Investments 126,660,139$ 128,070,222$ 127,531,069$ 100.01% Weighted Average Days to Maturity 1,051.60
Blended Yield: 3.69%
Cash Cost Market Value
Bank Accounts and Change Funds 5,981,489 5,981,489 Total Cash 5,981,489$ 5,981,489$
Total Cash and Investments 132,641,628$ 133,512,558$ PARS Investment Portfolio Cost Market Value
115 Trust-OPEB Investment 2,030,909 2,866,585 12/18/23 - EM: PARS ending balances updated on SEC115 Tab 115 Trust-Pension Investment 9,954,922 11,810,158 12/18/23 - EM: PARS ending balances updated on SEC115 Tab Total Restricted Funds Held in Trust 11,985,831$ 14,676,743$ Benchmarks:
LAIF 4.21%12/18/23 - EM: Report Available 12/13/23
CAMP 4.27%
2yr U.S. Treasury 3.60%
5yr U.S. Treasury 3.74%
Restricted Funds with Fiscal Agent Book Value Market Value Water Revenue Bonds 2022 16,528,998 16,528,998 Water System Lease Revenue Refunding Bonds 2021 666,573 666,573 Successor Agency TARBS 2013/2016-Merged Project 2 2 Colonies CFD Area #1 2022 274,130 274,130 Colonies CFD Area #2 2015 1,328,416 1,328,416 Upland 54 CFD 2004 126,545 126,545
Sycamore Hills CFD 2015-1 736,955 736,955 Harvest at Upland CFD 2016-1 Area #1 572,469 572,469 Harvest at Upland CFD 2016-1 Area #2 2,171,730 2,171,730 Enclave at Upland CFD 2022-1 495,718 495,718 Sycamore Hills CFD 2015-1-2 STB 2022A 762,981 762,981 Total Restricted Funds 23,664,517$ 23,664,517$
Assistant City Manager (Finance Director) Date
City Treasurer Date
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.
2. The City has the ability to meet its budgeted expenditures for the next six months.
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.
1. I hereby certify that the investments are in compliance with the investment policy adopted by the City Council in June 9, 2025.
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority For Period Ended
September 30, 2025
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F 10/13/2025 | 12:28 PM PDT
10/18/2025 | 4:03 PM PDT
Account
Fund or Account Balance
City of Upland 98-36-942 1,318,103
Market
Value
Totals 1,318,103$ 1,333,338$
Yield for Period Ended 9/30/2025 4.21%
September 30, 2025
For Period Ended
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Account
Fund or Account Balance
City of Upland 6113-001 10,071,972
Market
Value
Totals 10,071,972$ 10,071,972$
Yield for Period Ended 9/30/2025 4.27%
For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority California Asset Management Plan
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date
Negotiable Certificates of Deposit
A+ FCU CD 00224TAN6 250,000 250,000 250,708 4.69% 2/17/2026 Alabama CU CD 01025RAF6 250,000 250,000 250,533 5.04% 12/22/2025 American Equity Bank CD 02568KAJ4 250,000 250,000 244,895 0.71% 5/27/2026 American Exp CD 02589AEZ1 250,000 250,000 256,560 4.48% 9/13/2028 Bank Hapoalim CD 06251A6Z8 244,000 244,000 251,169 4.37% 5/21/2029 BankUnited NA CD 066519RW1 249,000 249,000 242,043 1.39% 12/8/2026 Baxter CU CD 07181JAY0 250,000 250,000 252,480 4.46% 1/25/2027 Bom Bk CD 09776DAW4 249,000 249,000 251,941 4.05% 6/26/2028 California CU CD 130162BB5 250,000 250,000 250,268 5.64% 10/27/2025 Capital One NA CD 14042RQN4 250,000 250,000 242,738 1.29% 12/8/2026 Celtic Bank CD 15118RX51 245,340 249,000 249,212 4.00% 6/20/2029 Chartway FCU CD 16141BAD3 248,000 248,000 248,484 5.04% 12/16/2025 City FCU Tax CD 17783PAJ0 249,000 249,000 251,087 3.92% 1/12/2029 City National Bank CD 178180GU3 250,000 250,000 250,188 4.35% 1/12/2026 Civic Federal CU 178808AB7 249,000 249,000 252,195 4.05% 10/23/2028 Clearpath FCU CD 18507MAB7 250,000 250,000 250,223 5.10% 4/27/2026 Communitywide FCU CD 20416TAX0 250,000 250,000 250,410 4.69% 1/6/2026 Connex CU CD 208212BD1 250,000 250,000 251,723 5.36% 3/18/2026 Connexus CU CD 20825WDV9 249,000 249,000 250,387 3.98% 7/14/2027 Continental Bank CD 211163MG2 250,000 250,000 242,908 0.62% 8/24/2026 Cornerstone CD 21923MAB7 249,000 249,000 248,559 3.71% 10/1/2029 New Jersey Ewing CU 22552BAE1 249,000 249,000 251,194 4.01% 1/18/2028 Customers Bank CD 23204HPB8 250,000 250,000 255,328 4.41% 6/14/2028 Discover Bank CD 254676AR0 250,000 250,000 257,058 4.52% 9/18/2028 Dort FCU CD 25844MBC1 250,000 250,000 251,958 4.91% 6/22/2026 Empower FCU CD 291916AE4 250,000 250,000 254,380 5.36% 10/23/2026 Essential CU CD 29669XAP3 250,000 250,000 254,183 4.62% 6/15/2027 Fahey Banking Co CD 303117DG7 250,000 250,000 251,368 3.88% 1/12/2028 First Carolina Bank CD 31944MBJ3 250,000 250,000 247,933 0.50% 12/23/2025 First Foundation Bank CD 32026U5U6 244,000 244,000 251,171 4.47% 5/22/2029 FirstBank of Nebraska CD 32116PAR9 248,000 248,000 240,930 0.62% 8/27/2026 1st Source Bank CD 33646CNW0 250,000 250,000 250,108 4.60% 1/19/2027 First Technology FCU CD 33715LEB2 249,000 249,000 248,910 3.65% 8/5/2027 Generations Bank C D 37149CAV9 250,000 250,000 247,665 3.13% 5/6/2027 Gesa CU CD 37424PAH7 250,000 250,000 252,945 5.19% 7/31/2026 Global FCU CD 37892MAM6 248,000 248,000 250,021 4.96% 6/16/2026 Great Midwest CD 39083PDQ2 249,000 249,000 255,623 4.38% 4/27/2029 Greenstate CU CD 39573LCC0 250,000 250,000 248,788 0.90% 11/24/2025 Gulf Cap Bank CD 40219MAY0 248,000 248,000 249,369 3.83% 9/27/2028 Iriquois Fed CD 46355PDQ8 249,000 249,000 253,955 4.61% 9/17/2027 Jeanne D Arc CD 472207AK5 249,000 249,000 254,020 4.31% 7/31/2028 JPMorgan Chase Bank CD 48128URC5 250,000 250,000 248,960 0.50% 11/10/2025 Malaga Bank CD 56102ABK1 250,000 250,000 241,915 0.88% 11/19/2026 Medallion Bank CD 58404DXY2 249,000 249,000 251,928 4.05% 6/30/2028 Milestone Bk CD 59934MAK4 244,000 244,000 245,893 4.37% 12/15/2026 Morgan Stanley Bk CD 61690DRE0 244,000 244,000 251,584 4.51% 5/22/2029 Morgan Stanley Private Bk CD 61768E4B6 244,000 244,000 251,584 4.51% 5/22/2029 NBC Bancorp Inc CD 633398AA0 248,000 248,000 250,500 4.80% 9/14/2026 Optum Bank Draper CD 68405VAU3 244,000 244,000 248,729 4.61% 9/13/2027 People's Bank CD 710275AH1 250,000 250,000 250,960 4.03% 1/12/2027 Popular Bank CD 73317ABL5 250,000 250,000 250,013 4.10% 1/8/2026 For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date
For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
Preferred CU CD 74043RAA2 250,000 250,000 256,343 4.88% 9/15/2027 RIA FCU CD 749622BX3 249,000 249,000 251,473 3.96% 10/13/2028 Red Crown Fed CD 756558AB8 200,000 200,000 203,296 5.31% 10/13/2026 Solarity CU CD 83418NAG6 248,000 248,000 250,172 5.01% 6/23/2026 Southern First CD 84287PJB9 244,000 244,000 252,799 4.68% 10/17/2028 Southwest Fin FCU CD 84485EAN7 249,000 249,000 251,383 3.96% 8/14/2028 State Employees CD 85678LAA3 249,000 249,000 253,395 4.72% 5/24/2027 Texas Exchange Bank CD 88241TMG2 249,000 249,000 241,884 1.18% 11/13/2026 Toyota Financial Savings Bank CD 89235MLE9 249,860 248,000 242,182 0.97% 7/29/2026 True Sky Credit CD 89786MAH7 250,000 250,000 254,258 4.42% 11/30/2027 TTCU Federal CU CD 89854LAD5 250,000 250,000 259,038 4.83% 7/26/2028 Tucson FCU CD 898812AC6 250,000 250,000 259,393 4.82% 9/8/2028 USAlliance FCU CD 90352RCD5 100,000 100,000 99,130 1.39% 1/28/2026 USAlliance FCU CD 90352RDL6 149,000 149,000 154,073 4.55% 6/28/2029 Union Bank CD 90520VAX1 250,000 250,000 246,163 0.61% 3/19/2026 Utah First CD 91739JAJ4 249,000 249,000 256,022 4.43% 4/30/2029 Valley Natl Bk CD 919853QY0 245,000 245,000 247,210 3.96% 7/24/2028 Vibrant CU CD 92559TAL2 248,000 248,000 249,694 5.31% 3/20/2026 Negotiable Certificates of Deposit Subtotal 16,866,200$ 16,868,000$ 16,985,578$ Cash and Equivalents (Money Market Fund)
First American Govt OB Fund-Y 31846V203 335,964 335,964 335,964 3.73% Money Market Fund Subtotal 335,964$ 335,964$ 335,964$ Municipal Bond Fund
Burbank Glendale, CA 120827EJ5 2,029,661 1,990,000 2,066,237 4.98% 7/1/2029 Corona, CA 21969AAH5 924,000 1,000,000 934,660 2.18% 5/1/2029 Riverside, CA 769036BR4 944,250 1,000,000 956,830 2.95% 6/1/2029 San Bernardino, CA 796720PB0 250,000 250,000 244,828 1.12% 8/1/2026 University of California, CA 91412HGG2 1,224,776 1,400,000 1,266,692 1.78% 5/15/2030 Municipal Bond Fund Subtotal 5,372,687$ 5,640,000$ 5,469,246$ Government Securities
Federal Home Ln Bks DEB 3130AKLH7 1,500,000 1,500,000 1,490,745 1.51% 12/30/2025 Federal Home Ln Bks DEB 3130AL6A7 1,000,000 1,000,000 988,060 1.01% 2/26/2026 Federal Home Ln Bks DEB 3130AL6L3 1,000,000 1,000,000 988,070 0.89% 2/26/2026 Federal Home Ln Bks DEB 3130APV51 2,000,000 2,000,000 1,992,380 1.51% 11/24/2026 Federal Home Ln Bks DEB 3130AQ5D1 1,500,000 1,500,000 1,490,505 1.21% 12/22/2025 Federal Home Ln Bks DEB 3130ARKL4 591,600 600,000 604,818 4.22% 4/21/2027 Federal Home Ln Bks DEB 3130AWBZ2 998,300 1,000,000 1,008,210 4.09% 6/11/2027 Federal Home Ln Bks DEB 3130AWTR1 1,991,760 2,000,000 2,040,240 4.29% 9/8/2028 Fed Home Ln Mort Corp #WN1356 3132XFQJ0 1,481,250 1,500,000 1,512,645 4.26% 4/1/2029 Fed Home Ln Mort Corp #WN1476 3132XFUA4 987,813 1,000,000 995,540 4.22% 10/1/2029
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date
For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
Fed Home Ln Mort Corp #WN1510 3132XFVC9 1,484,063 1,500,000 1,491,705 4.02% 1/1/2030 Federal Home Ln Corp #WN1516 3132XFVJ4 985,000 1,000,000 994,860 4.02% 1/1/2030 Fed Home Ln Mort Corp #WN1530 3132XFVY1 1,481,719 1,500,000 1,493,460 4.02% 1/1/2030 Fed Home Ln Mort Corp #WN1542 3132XFWC8 2,302,059 2,310,000 2,316,745 4.30% 2/1/2030 Fed Home Ln Mort Corp #WN1543 3132XFWD6 2,293,531 2,300,000 2,313,892 4.37% 3/1/2030 Fed Home Ln Mort Corp #WN1555 3132XFWR5 1,694,875 1,700,000 1,696,974 4.13% 4/1/2030 Fed Home Ln Mort Corp #WN1572 3132XFXA1 3,982,500 4,000,000 3,970,480 4.03% 5/1/2030 Fed Home Ln Mort Corp #WN2560 3132XGZ25 994,688 1,000,000 1,003,720 4.83% 1/1/2029 Fed Home Ln Mort Corp Gold #WN5017 3132XKSF5 1,123,242 1,125,000 1,122,255 4.21% 7/1/2029 Fed Home Ln Mort Corp #WN5034F 3132XKSY4 2,012,500 2,000,000 1,986,380 4.17% 7/1/2029 Fed Home Ln Mort Corp #WN5163 3132XKWZ6 2,659,953 2,675,000 2,659,351 4.17% 10/1/2029 Fed Home Ln Mort Corp Gold #WN5242 3132XKZG5 925,606 940,000 932,160 4.03% 3/1/2030 Fed Home Ln Mort Corp Gold #WB5243 3132XKZH3 2,649,922 2,675,000 2,652,985 4.03% 4/1/2030 Fed Home Ln Mort Corp Gold #WN5249 3132XKZP5 997,813 1,000,000 994,220 4.12% 4/1/2030 Federal Farm Credit Bks DEB 3133EPN50 998,000 1,000,000 1,017,870 4.18% 12/15/2028 Federal Home Ln Corp MTN 3134GWZG4 2,000,000 2,000,000 1,996,200 0.60% 10/20/2025 Federal Home Ln Corp MTN 3134GXAP9 1,500,000 1,500,000 1,493,925 0.60% 11/12/2025 Federal Home Ln Corp MTN 3134GXBM5 1,500,000 1,500,000 1,493,880 0.60% 11/12/2025 Fed Natl Mortgage Assoc #BL3660 3140HVB60 1,847,423 1,958,183 1,865,267 2.84% 8/1/2029 Fed Natl Mortgage Assoc #BL3884 3140HVJ62 515,281 550,000 521,032 2.76% 9/1/2029 Fed Natl Mortgage Assoc #BL4193 3140HVUT9 471,563 500,000 474,440 2.86% 9/1/2029 Fed Natl Mortgage Assoc #BL4815 3140HWK50 956,875 1,000,000 950,179 2.81% 11/1/2029 Fed Natl Mortgage Assoc #BS1416 3140LBSE4 594,825 660,000 618,044 1.16% 3/1/2028 Fed Natl Mortgage Assoc #BS4790 3140LFKC7 2,908,547 3,150,000 2,966,355 2.24% 3/1/2029 Fed Natl Mortgage Assoc #BS5506 3140LGDL3 772,922 825,000 798,567 3.20% 6/1/2029 Fed Natl Mortgage Assoc #BS5552 3140LGE24 1,995,544 2,130,000 2,067,272 3.44% 5/1/2029 Fed Natl Mortgage Assoc #BS6109 3140LGYF3 4,340,455 4,343,000 4,317,415 4.00% 7/1/2029 Fed Natl Mortgage Assoc #BS6624 3140LHLE8 995,625 1,000,000 986,985 3.87% 10/1/2029 Fed Natl Mortgage Assoc #BS8656 3140LKTN3 659,588 660,000 665,386 4.81% 6/1/2028 Fed Natl Mortgage Assoc #BZ0815 3140NU3Z0 1,499,063 1,500,000 1,527,285 4.56% 4/1/2029 Fed Natl Mortgage Assoc #BZ1806 3140NWAG0 1,463,438 1,500,000 1,498,215 4.05% 9/1/2029 Fed Natl Mortgage Assoc #BZ1969A 3140NWFK6 689,719 700,000 698,117 4.02% 10/1/2029 Fed Natl Mortgage Assoc #BZ1993 3140NWGB5 743,906 750,000 748,755 4.08% 11/1/2029 Fed Natl Mortgage Assoc #BA2127A 3140NWLH6 1,473,750 1,500,000 1,496,655 4.20% 10/1/2029 Fed Natl Mortgage Assoc #BZ2336 3140NWS22 1,491,563 1,500,000 1,520,880 4.42% 11/1/2029 Fed Natl Mortgage Assoc #BZ2399 3140NWUZ6 492,656 500,000 504,480 4.24% 11/1/2029 Fed Natl Mortgage Assoc #BZ2524 3140NWYW9 1,492,969 1,500,000 1,519,905 4.72% 12/1/2029 Fed Natl Mortgage Assoc #BZ2748 3140NXBS1 494,688 500,000 505,210 4.31% 1/1/2030 Fed Natl Mortgage Assoc #BZ2776 3140NXCN1 997,500 1,000,000 1,020,480 4.53% 1/1/2030 Fed Natl Mortgage Assoc #BZ3455 3140NXZV8 1,496,719 1,500,000 1,507,785 4.22% 4/1/2030 Fed Natl Mortgage Assoc #BZ4436 3140NY4W8 498,438 500,000 497,460 4.03% 8/1/2030 Fed Natl Mortgage Assoc #BZ4021 3140NYPF2 3,487,500 3,500,000 3,513,265 4.23% 6/1/2030 Fed Natl Mort Assoc #BZ0458 3140NYQL8 2,281,430 2,285,000 2,284,817 4.15% 6/1/2030 Fed Natl Mort Assoc #BA4276 3140NYXE6 995,625 1,000,000 1,001,910 4.23% 7/1/2030 Fed Natl Mortgage Assoc #BZ4505 3140Q0AF9 4,491,563 4,500,000 4,485,690 4.14% 8/1/2030 Government Securities Subtotal 84,785,364$ 85,836,183$ 85,304,126$
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Par Market Stated Maturity
Investment Name CUSIP Cost Value Value Rate Date
For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
Corporate Bonds
Citibank 17325FBK3 513,250 500,000 512,080 4.72% 8/6/2029 Royal Bank CDA Med Term 78014RZE3 2,000,000 2,000,000 2,025,900 4.69%03/14/2030 US Bancorp Med Trm Nt 91159XDW2 1,500,000 1,500,000 1,510,365 4.47%09/10/2030 Wells Fargo Bk Med Trm Nt 95004HAF5 1,000,000 1,000,000 1,000,940 4.45%08/04/2030 Corporate Bonds Subtotal 5,013,250$ 5,000,000$ 5,049,285$ US Treasury
US Treasury Note 2.625% 9128286B1 928,900 1,000,000 967,580 2.71% 2/15/2029 US Treasury Note 3.750%91282CJR3 978,600 1,000,000 1,003,160 3.74%12/31/2028 US Treasury Note 4.000%91282CJW2 989,100 1,000,000 1,010,820 3.96%1/31/2029 US Treasury Subtotal 2,896,600$ 3,000,000$ 2,981,560$ Total Portfolio 115,270,064$ 116,680,147$ 116,125,759$
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
09/30/25 No. of Days to
10/01/25 Days Until Maturity Total by
September 30, 2025 Market Value Availability Maturity Weight Weighted Avg Maturity Petty Cash 32,898 9/30/2025 0 0.0%-
Checking Account 5,783,439 10/1/2025 1 4.3%0.04 Utility & Credit Cards Account 165,153 10/1/2025 1 0.1%- Total Bank Accounts 5,981,489 5,981,489
State Local Agency Investment Fund 1,333,338 10/1/2025 1 1.0%0.01 1,333,338 California Asset Management Plan 10,071,972 9/30/2025 0 7.5%- 10,071,972 First American Govt OB Fund-Y 335,964 10/1/2025 1 0.3%0.00 Money Market Accounts 335,964 335,964
Federal Home Ln Corp MTN 1,996,200 10/20/2025 20 1.5%0.30 Government Securities 1,996,200 1,996,200
California CU CD 250,268 10/27/2025 27 0.2%0.05 Negotiable Certificates of Deposit 250,268 250,268 19,969,231$ 1 - 30 days
Federal Home Ln Corp MTN 1,493,925 11/12/2025 43 1.1%0.48 Federal Home Ln Corp MTN 1,493,880 11/12/2025 43 1.1%0.48 Government Securities 2,987,805 2,987,805
Greenstate CU CD 248,788 11/24/2025 55 0.2%0.10 JPMorgan Chase Bank CD 248,960 11/10/2025 41 0.2%0.08 Negotiable Certificates of Deposit 497,748 497,748 3,485,553$ 31 - 60 days
Federal Home Ln Bks DEB 1,490,745 12/30/2025 91 1.1%1.02 Federal Home Ln Bks DEB 1,490,505 12/22/2025 83 1.1%0.93 Government Securities 2,981,250 2,981,250
Alabama CU CD 250,533 12/22/2025 83 0.2%0.16 Chartway FCU CD 248,484 12/16/2025 77 0.2%0.14 City National Bank CD 250,188 1/12/2026 104 0.2%0.19 Communitywide FCU CD 250,410 1/6/2026 98 0.2%0.18 First Carolina Bank CD 247,933 12/23/2025 84 0.2%0.16 Popular Bank CD 250,013 1/8/2026 100 0.2%0.19 USAlliance FCU CD 99,130 1/28/2026 120 0.1%0.09 Negotiable Certificates of Deposit 1,596,689 1,596,689 4,577,939$ 61 - 120 days
Federal Home Ln Bks DEB 988,060 2/26/2026 149 0.7%1.10 Federal Home Ln Bks DEB 988,070 2/26/2026 149 0.7%1.10 Government Securities 1,976,130 1,976,130
A+ FCU CD 250,708 2/17/2026 140 0.2%0.26 Connex CU CD 251,723 3/18/2026 169 0.2%0.32 Union Bank CD 246,163 3/19/2026 170 0.2%0.31 Vibrant CU CD 249,694 3/20/2026 171 0.2%0.32 Negotiable Certificates of Deposit 998,286 998,286 2,974,416$ 121 - 180 days
For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
09/30/25 No. of Days to
10/01/25 Days Until Maturity Total by
September 30, 2025 Market Value Availability Maturity Weight Weighted Avg Maturity For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
American Equity Bank CD 244,895 5/27/2026 239 0.2%0.44 Clearpath FCU CD 250,223 4/27/2026 209 0.2%0.39 Continental Bank CD 242,908 8/24/2026 328 0.2%0.60 Dort FCU CD 251,958 6/22/2026 265 0.2%0.50 FirstBank of Nebraska CD 240,930 8/27/2026 331 0.2%0.60 Gesa CU CD 252,945 7/31/2026 304 0.2%0.58 Global FCU CD 250,021 6/16/2026 259 0.2%0.49 NBC Bancorp Inc CD 250,500 9/14/2026 349 0.2%0.65 Solarity CU CD 250,172 6/23/2026 266 0.2%0.50 Toyota Financial Savings Bank CD 242,182 7/29/2026 302 0.2%0.55 Negotiable Certificates of Deposit 2,476,732 2,476,732 San Bernardino, CA 244,828 8/1/2026 305 0.2%0.56 Municipal Bonds 244,828 244,828
2,721,560$ 181 - 1 year
Federal Home Ln Bks DEB 1,992,380 11/24/2026 420 1.5%6.27 Federal Home Ln Bks DEB 604,818 4/21/2027 568 0.5%2.57 Federal Home Ln Bks DEB 1,008,210 6/11/2027 619 0.8% 4.67 Government Securities 3,605,408 3,605,408
BankUnited NA CD 242,043 12/8/2026 434 0.2%0.79 Baxter CU CD 252,480 1/25/2027 482 0.2%0.91 Capital One NA CD 242,738 12/8/2026 434 0.2%0.79 Connexus CU CD 250,387 7/14/2027 652 0.2%1.22 Empower FCU CD 254,380 10/23/2026 388 0.2%0.74 Essential CU CD 254,183 6/15/2027 623 0.2%1.19 1st Source Bank CD 250,108 1/19/2027 476 0.2%0.89 First Technology FCU CD 248,910 8/5/2027 674 0.2%1.26 Generations Bank C D 247,665 5/6/2027 583 0.2%1.08 Iriquois Fed CD 253,955 9/17/2027 717 0.2%1.36 Malaga Bank CD 241,915 11/19/2026 415 0.2%0.75 Milestone Bk CD 245,893 12/15/2026 441 0.2%0.81 Optum Bank Draper CD 248,729 9/13/2027 713 0.2%1.33 People's Bank CD 250,960 1/12/2027 469 0.2%0.88 Preferred CU CD 256,343 9/15/2027 715 0.2%1.37 Red Crown Fed CD 203,296 10/13/2026 378 0.2%0.58 State Employees CD 253,395 5/24/2027 601 0.2%1.14 Texas Exchange Bank CD 241,884 11/13/2026 409 0.2%0.74 Negotiable Certificates of Deposit 4,439,262 4,439,262 8,044,670$ 1- 2 years
Federal Home Ln Bks DEB 2,040,240 9/8/2028 1074 1.5%16.41 Fed Natl Mortgage Assoc #BS1416 618,044 3/1/2028 883 0.5%4.09 Fed Natl Mortgage Assoc #BS8656 665,386 6/1/2028 975 0.5%4.86 Government Securities 3,323,669 3,323,669
American Exp CD 256,560 9/13/2028 1079 0.2%2.07 Bom Bk CD 251,941 6/26/2028 1000 0.2%1.89 New Jersey Ewing CU 251,194 1/18/2028 840 0.2%1.58 Customers Bank CD 255,328 6/14/2028 988 0.2%1.89 Discover Bank CD 257,058 9/18/2028 1084 0.2%2.09 Fahey Banking Co CD 251,368 1/12/2028 834 0.2%1.57 Gulf Cap Bank CD 249,369 9/27/2028 1093 0.2%2.04 Jeanne D Arc CD 254,020 7/31/2028 1035 0.2%1.97 Medallion Bank CD 251,928 6/30/2028 1004 0.2%1.89 Southwest Fin FCU CD 251,383 8/14/2028 1049 0.2%1.98 True Sky Credit CD 254,258 11/30/2027 791 0.2%1.51
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
09/30/25 No. of Days to
10/01/25 Days Until Maturity Total by
September 30, 2025 Market Value Availability Maturity Weight Weighted Avg Maturity For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
TTCU Federal CU CD 259,038 7/26/2028 1030 0.2%2.00 Tucson FCU CD 259,393 9/8/2028 1074 0.2%2.09 Valley Natl Bk CD 247,210 7/24/2028 1028 0.2%1.90 Negotiable Certificates of Deposit 3,550,044 3,550,044 6,873,714$ 2- 3 years
Fed Home Ln Mort Corp #WN1356 1,512,645 4/1/2029 1279 1.1%14.49 Fed Home Ln Mort Corp #WN2560 1,003,720 1/1/2029 1189 0.8%8.94 Fed Home Ln Mort Corp Gold #WN5017 1,122,255 7/1/2029 1370 0.8%11.52 Fed Home Ln Mort Corp #WN5034F 1,986,380 7/1/2029 1370 1.5%20.38 Federal Farm Credit Bks DEB 1,017,870 12/15/2028 1172 0.8%8.94 Fed Natl Mortgage Assoc #BL3660 1,865,267 8/1/2029 1401 1.4%19.57 Fed Natl Mortgage Assoc #BL3884 521,032 9/1/2029 1432 0.4%5.59 Fed Natl Mortgage Assoc #BL4193 474,440 9/1/2029 1432 0.4%5.09 Fed Natl Mortgage Assoc #BS4790 2,966,355 3/1/2029 1248 2.2%27.73 Fed Natl Mortgage Assoc #BS5506 798,567 6/1/2029 1340 0.6%8.01 Fed Natl Mortgage Assoc #BS5552 2,067,272 5/1/2029 1309 1.5%20.27 Fed Natl Mortgage Assoc #BS6109 4,317,415 7/1/2029 1370 3.2%44.30 Fed Natl Mortgage Assoc #BZ0815 1,527,285 4/1/2029 1279 1.1%14.63 Fed Natl Mortgage Assoc #BZ1806 1,498,215 9/1/2029 1432 1.1%16.07 Government Securities 22,678,718 22,678,718
Bank Hapoalim CD 251,169 5/21/2029 1329 0.2%2.50 Celtic Bank CD 249,212 6/20/2029 1359 0.2%2.54 City FCU Tax CD 251,087 1/12/2029 1200 0.2%2.26 Civic Federal CU 252,195 10/23/2028 1119 0.2%2.11 First Foundation Bank CD 251,171 5/22/2029 1330 0.2%2.50 Great Midwest CD 255,623 4/27/2029 1305 0.2%2.50 Morgan Stanley Bk CD 251,584 5/22/2029 1330 0.2%2.51 Morgan Stanley Private Bk CD 251,584 5/22/2029 1330 0.2%2.51 RIA FCU CD 251,473 10/13/2028 1109 0.2%2.09 Southern First CD 252,799 10/17/2028 1113 0.2%2.11 USAlliance FCU CD 154,073 6/28/2029 1367 0.1%1.58 Utah First CD 256,022 4/30/2029 1308 0.2%2.51 Negotiable Certificates of Deposit 2,927,990 2,927,990 Citibank 512,080 8/6/2029 1406 0.4%5.39 Corporate Bonds 512,080 512,080
US Treasury Note 2.625%967,580 2/15/2029 1234 0.7%8.94 US Treasury Note 3.750%1,003,160 12/31/2028 1188 0.8%8.93 US Treasury Note 4.000%1,010,820 1/31/2029 1219 0.8%9.23 US Treasury 2,981,560 2,981,560
Burbank Glendale, CA 2,066,237 7/1/2029 1370 1.5%21.20 Corona, CA 934,660 5/1/2029 1309 0.7%9.16 Riverside, CA 956,830 6/1/2029 1340 0.7%9.60 Municipal Bonds 3,957,727 3,957,727
33,058,074$ 3- 4 years
Fed Home Ln Mort Corp #WN1476 995,540 10/1/2029 1462 0.7%10.90 Fed Home Ln Mort Corp #WN1510 1,491,705 1/1/2030 1554 1.1%17.36 Federal Home Ln Corp #WN1516 994,860 1/1/2030 1554 0.7%11.58 Fed Home Ln Mort Corp #WN1530 1,493,460 1/1/2030 1554 1.1%17.38 Fed Home Ln Mort Corp #WN1542 2,316,745 2/1/2030 1585 1.7%27.50 Fed Home Ln Mort Corp #WN1543 2,313,892 3/1/2030 1613 1.7%27.95 Fed Home Ln Mort Corp #WN1555 1,696,974 4/1/2030 1644 1.3%20.90 Fed Home Ln Mort Corp #WN1572 3,970,480 5/1/2030 1674 3.0%49.78 Fed Home Ln Mort Corp #WN5163 2,659,351 10/1/2029 1462 2.0%29.12
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
09/30/25 No. of Days to
10/01/25 Days Until Maturity Total by
September 30, 2025 Market Value Availability Maturity Weight Weighted Avg Maturity For Period Ended
September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
Fed Home Ln Mort Corp Gold #WN5242 932,160 3/1/2030 1613 0.7%11.26 Fed Home Ln Mort Corp Gold #WB5243 2,652,985 4/1/2030 1644 2.0%32.67 Fed Home Ln Mort Corp Gold #WN5249 994,220 4/1/2030 1644 0.7%12.24 Fed Natl Mortgage Assoc #BL4815 950,179 11/1/2029 1493 0.7%10.63 Fed Natl Mortgage Assoc #BS6624 986,985 10/1/2029 1462 0.7%10.81 Fed Natl Mortgage Assoc #BZ1969A 698,117 10/1/2029 1462 0.5%7.64 Fed Natl Mortgage Assoc #BZ1993 748,755 11/1/2029 1493 0.6%8.37 Fed Natl Mortgage Assoc #BA2127A 1,496,655 10/1/2029 1462 1.1%16.39 Fed Natl Mortgage Assoc #BZ2336 1,520,880 11/1/2029 1493 1.1%17.01 Fed Natl Mortgage Assoc #BZ2399 504,480 11/1/2029 1493 0.4%5.64 Fed Natl Mortgage Assoc #BZ2524 1,519,905 12/1/2029 1523 1.1%17.34 Fed Natl Mortgage Assoc #BZ2748 505,210 1/1/2030 1554 0.4%5.88 Fed Natl Mortgage Assoc #BZ2776 1,020,480 1/1/2030 1554 0.8%11.88 Fed Natl Mortgage Assoc #BZ3455 1,507,785 4/1/2030 1644 1.1%18.57 Fed Natl Mortgage Assoc #BZ4436 497,460 8/1/2030 1766 0.4%6.58 Fed Natl Mortgage Assoc #BZ4021 3,513,265 6/1/2030 1705 2.6%44.87 Fed Natl Mort Assoc #BZ0458 2,284,817 6/1/2030 1705 1.7%29.18 Fed Natl Mort Assoc #BA4276 1,001,910 7/1/2030 1735 0.8%13.02 Fed Natl Mortgage Assoc #BZ4505 4,485,690 8/1/2030 1766 3.4%59.33 Government Securities 45,754,946 45,754,946
Cornerstone CD 248,559 10/1/2029 1462 0.2%2.72 Negotiable Certificates of Deposit 248,559 248,559 Royal Bank CDA Med Term 2,025,900 3/14/2030 1626 1.5%24.67 US Bancorp Med Trm Nt 1,510,365 9/10/2030 1806 1.1%20.43 Wells Fargo Bk Med Trm Nt 1,000,940 8/4/2030 1769 0.7%13.26 Corporate Bonds 4,537,205 4,537,205
University of California, CA 1,266,692 5/15/2030 1688 0.9%16.01 Municipal Bonds 1,266,692 1,266,692
51,807,402$ 4- 5 years
Total Investments 133,512,558$ 100%1,052 133,512,558$ Average Maturity in Days 1052
Average Maturity in Years:3
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Issue Par Market Maturity
Investment Name CUSIP ID Date Cost Value Value Date
Sales & Maturities
Fed Natl Mortgage Assoc #BL3660 3140HVB60 4/7/6966 2,994.32 2,994.32 2,852.24 8/1/2029 BMW Bank North America CD 05580AXF6 9/25/2020 250,000.00 250,000.00 249,285.00 9/25/2025 Federal Home Ln Corp MTN 3134GWWT9 9/30/2020 1,500,000.00 1,500,000.00 1,495,620.00 9/30/2025 Federal Home Ln Corp MTN 3134GWH82 9/8/2020 1,500,000.00 1,500,000.00 1,499,070.00 9/8/2025 Live Oak Banking Company CD 538036NV2 3/16/2021 250,000.00 250,000.00 249,532.50 9/16/2025 Sales & Maturities Subtotal 3,502,994.32$ 3,502,994.32$ 3,496,359.74$ Purchases
Fed Natl Mortgage Assoc #BL4815 3140HWK50 11/1/2019 956,875.00 1,000,000.00 950,179.00 11/1/2029 Fed Natl Mortgage Assoc #BS6109 3140LGYF3 7/1/2022 4,340,455.26 4,343,000.00 4,317,415.39 7/1/2029 Fed Natl Mortgage Assoc #BS6624 3140LHLE8 10/1/2022 995,625.00 1,000,000.00 986,985.00 10/1/2029 Fed Natl Mortgage Assoc #BZ4436 3140NY4W8 8/1/2025 498,437.50 500,000.00 497,460.00 8/1/2030 US Bancorp Med Trm Nt 91159XDW2 9/10/2025 1,500,000.00 1,500,000.00 1,510,365.00 9/10/2030 -
Purchases Subtotal 8,291,392.76$ 8,343,000.00$ 8,262,404.39$ September 30, 2025
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority CA Government Code Section 53607
For Period Ended
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Investment Portfolio
1 day
to
30 days
31 days
to
60 days
61 days
to
120 days
121 days
to
180 days
181 days
to
1 year
1 year
to
2 years
2 years
to
3 years
3 years
to
4 years
4 years
to
5 years
State Local Agency Investment Fund 1,333 - - - - - - - - California Asset Management Plan 10,072 - - - - - - - - Bank Accounts and Change Funds 5,981 - - - - - - - - Negotiable Certificates of Deposit 250 498 1,597 998 2,477 4,439 3,550 2,928 249 Government Securities 1,996 2,988 2,981 1,976 - 3,605 3,324 22,679 45,755 Money Market Fund 336 - - - - - - - - Municipal Bonds - - - - 245 - - 3,958 1,267 US Treasury - - - - - - - 2,982 4,537 Total Cash and Investments 19,968$ 3,486$ 4,578$ 2,974$ 2,722$ 8,044$ 6,874$ 32,547$ 51,808$ Percentage 15.01% 2.62% 3.44% 2.24% 2.05% 6.05% 5.17% 24.47% 38.95%
1.912%
-2 -2
For Period Ended
September 30, 2025
Maturities in Thousands of Dollars
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority 1 day to 30 days
15.01%
31 days to
60 days 2.62%
61 days to 120
days 3.44%
121 days to 180
days 2.24%
181 days to 1 year
2.05%
1 year to 2 years
6.05%
2 years to 3 years
5.17%
3 years to 4 years
24.47%
4 years to 5 years
38.95%
INVESTMENTS BY MATURITY
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
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 5,533,439 5,783,439 City of Upland
Utility & Credit Cards Account Chase 165,153 - 165,153 City of Upland
Successor Agency Chase - - - Totals 415,153$ 5,533,439$ 5,981,489$
TREASURER'S REPORT
September 30, 2025
For Period Ended
Bank Accounts and Change Funds
City of Upland - Successor Agency - Public Financing Authority
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Month Yield
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%
June-2025 4.27%
July-2025 4.26%
August-2025 4.25%
September-2025 4.21%
September 30, 2025
State Local Agency Investment Fund
City of Upland - Successor Agency - Public Financing Authority
TREASURER'S REPORT
For 12 Month Period Ended
4.05%
4.10%
4.15%
4.20%
4.25%
4.30%
4.35%
4.40%
4.45%
4.50%
4.55%
Average Yield On Investment Portfolio
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
Investment Portfolio
State Local Agency Investment Fund (LAIF) 1,287,040 1,287,663 1,286,657 1,302,381 1,302,381 1,302,910 1,316,637 1,316,135 1,316,903 1,331,201 1,333,331 1,333,338 California Asset Management Plan (CAMP) 20,769,937 21,351,474 21,436,959 34,938,121 32,051,655 35,681,612 40,817,576 45,977,553 40,835,363 28,580,966 19,173,748 10,071,972 Negotiable Certificates of Deposit 23,138,047 21,857,191 20,915,991 19,860,577 19,626,946 18,953,344 17,718,099 17,194,346 16,777,042 17,519,686 18,950,018 16,985,578 Money Market Fund 1,634,473 1,282,318 2,970,445 1,638,182 2,612,689 2,778,602 1,402,801 937,196 2,569,850 887,381 610,504 335,964 Municipal Bonds 5,398,155 5,418,081 5,379,438 5,389,045 5,435,679 5,440,404 4,482,473 5,680,643 5,728,913 5,707,231 5,467,239 5,469,246 Government Agency Securities 65,290,435 67,278,098 66,795,537 69,520,942 69,451,576 68,378,801 72,608,309 73,807,904 78,316,444 79,433,963 81,533,780 85,304,126 Corporate Bonds - - - - - 2,012,080 2,025,300 2,011,420 2,020,400 2,011,700 2,023,940 5,049,285 US Treasury 4,581,668 4,593,315 4,573,988 4,587,668 4,628,525 4,644,080 4,680,155 3,190,038 3,209,748 2,956,450 2,985,390 2,981,560 Total Investments 122,099,754$ 123,068,141$ 123,359,014$ 137,236,914$ 135,109,452$ 139,191,834$ 145,051,351$ 150,115,234$ 150,774,662$ 138,428,579$ 132,077,951$ 127,531,069$ Weighted Average Days to Maturity 625.11 644.59 587.03 586.30 1051.60 597.60 632.10 626.31 684.65 848.13 985.22 1051.60 Blended Yield:2.95%2.90%2.88%3.07%3.05%3.15%3.23%3.37%3.41%3.57%3.65%3.69% Cash
Bank Accounts and Change of Funds 1,698,628 4,126,869 9,249,352 2,656,231 5,623,619 3,090,907 2,599,122 6,064,643 5,908,392 5,066,570 1,187,149 5,981,489 Total Cash 1,698,628$ 4,126,869$ 9,249,352$ 2,656,231$ 5,623,619$ 3,090,907$ 2,599,122$ 6,064,643$ 5,908,392$ 5,066,570$ 1,187,149$ 5,981,489$ Total Cash and Investments 123,798,382$ 127,195,010$ 132,608,367$ 139,893,145$ 140,733,071$ 142,282,741$ 147,650,473$ 156,179,877$ 156,683,054$ 143,495,149$ 133,265,100$ 133,512,558$ PARS Investment Portfolio
115 Trust-OPEB Investment 2,340,868 2,395,435 2,344,893 2,383,062 2,403,858 2,598,295 2,615,569 2,674,733 2,747,152 2,758,488 2,816,041 2,866,585 115 Trust-Pension Investment 8,267,581 8,430,889 8,430,889 8,387,542 8,481,040 10,216,704 10,288,163 10,469,272 10,726,609 10,761,740 11,627,654 11,810,158 Total Restricted Funds Held in Trust 10,608,449$ 10,826,324$ 10,775,782$ 10,770,605$ 10,884,899$ 12,814,999$ 12,903,732$ 13,144,005$ 13,473,760$ 13,520,228$ 14,443,695$ 14,676,743$ Benchmarks:
LAIF 4.52%4.48%4.43%4.37%4.33%4.31%4.28%4.27%4.27%4.26%4.25%4.21% CAMP 5.01%4.81%4.65%4.55%4.50%4.47%4.45%4.42%4.43%4.41%4.41%4.27% 2yr U.S. Treasury 4.16%4.13%4.25%4.22%3.99%3.89%3.60%3.89%3.72%3.94%3.59%3.60% 5yr U.S. Treasury 4.15%4.05%4.38%4.36%4.03%3.96%3.72%3.96%3.79%3.96%3.68%3.74% Restricted Funds with Fiscal Agent
Wtr Sys Lease Rev Ref Bonds 2011
Wtr Revenue Bonds 2022 15,501,951 15,502,017 15,502,081 15,502,147 15,502,213 15,628,608 15,502,417 15,502,481 15,502,547 15,502,611 15,502,677 16,528,998 Wtr Sys Lease Rev Ref Bonds 2021 - - - - - 44,573 5 5 5 5 5 666,573 Successor Agency TAN 2013 / TAN 2016- Merged Project 2 2 2 2 163,469 - - - - - 2,693,469 2 Colonies CFD Area #1 2022 294,866 294,866 294,866 294,866 462,072 287,726 287,726 287,726 287,726 287,726 1,528,476 274,130 Colonies CFD Area #2 2015 1,328,148 1,328,153 1,328,159 1,328,164 1,540,571 1,328,139 1,328,144 1,328,150 1,328,155 1,328,161 2,440,570 1,328,416 Upland 54 CFD 2004 128,003 128,003 128,003 128,003 150,953 124,917 124,917 124,917 124,917 124,917 222,585 126,545 Sycamore Hills CFD 2015-1 744,257 744,258 744,258 744,259 905,735 728,559 728,559 728,560 728,560 728,561 1,109,151 736,955 Harvest at Upland CFD 2016-1 Area #1 576,659 578,762 580,730 582,705 740,309 572,835 574,718 576,507 578,353 580,139 914,859 572,469 Harvest at Upland CFD 2016-1 Area #2 2,156,904 2,156,911 2,156,917 2,156,924 2,306,852 2,164,312 2,164,319 2,164,326 2,164,333 2,164,340 2,584,269 2,171,730 4,093,130 4,107,462 4,120,735 4,133,924 4,228,570 478,427 488,285 489,740 491,248 492,711 667,788 495,718 Sycamore Hills CFD 2015-1-2 750,327 771,562 771,563 771,564 952,712 757,752 757,753 757,754 757,756 757,757 1,127,958 762,981 Total Restricted Funds 25,574,247$ 25,611,996$ 25,627,314$ 25,642,558$ 26,953,456$ 22,115,848$ 21,956,843$ 21,960,166$ 21,963,600$ 21,966,928$ 28,791,807$ 23,664,517$ November-2024October-2024 January-2025December-2024 September-2025March-2025February-2025 April-2025 May-2025 June-2025 July-2025 August-2025
Prepared by Darren Chan
10/13/2025
Docusign Envelope ID: FE934CB4-FFF0-4B9F-829C-DA5925020C7F
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: STEPHEN PARKER, ASSISTANT CITY MANAGER
RICHARD JEGANATHAN, INFORMATION TECHNOLOGY MANAGER
STACEY PADRON, EXECUTIVE ASSISTANT I
SUBJECT: CONSIDER APPROVAL A FIRST AMENDMENT TO THE PROFESSIONAL SERVICES
AGREEMENT WITH COMPLETE PAPERLESS SOLUTIONS FOR A CITYWIDE
DOCUMENT SCANNING PROJECT
RECOMMENDED ACTION:
It is recommended that the City Council approve an Amendment to a Professional Services Agreement with Complete Paperless Solutions for a one-year extension, carry forward the Fiscal Year 2024-25 balance of $135,330 from the Information Systems Contract Services Account No. 7531701 -5253 to Fiscal Year 2025-26; and authorize the City Manager to execute the amendment.
GOAL STATEMENT
The proposed action supports the City’s goal of having easy electronic access to important City documents.
BACKGROUND
On October 11, 2021, City Council approved the American Rescue Plan Act (ARPA) Investment Plan, which set aside $100,000 in funds for Citywide document scanning.
On January 24, 2022, City Council approved an Agreement with Complete Paperless Solutions (CPS) for an Enterprise Content management Software with ARPA funds.
On February 27, 2023, City Council approved the Mid-Year Budget Review’s proposed adjustments, which included $250,000 set aside to augment the $100,000 to allow the scanning of documents in the Development Services, Finance, Human Resources, and Risk Management divisions.
On August 14, 2023, City Council approved a Professional Services Agreement with Complete Paperless Solutions (CPS) for a citywide document scanning project with a not-to-exceed of $350,000 by piggybacking on a competitively bid agreement negotiated by the City of Wildomar.
ISSUES AND ANALYSIS
The City has been utilizing the services of Complete Paperless Solutions (CPS) to support its document management and electronic content system. CPS has played a vital role in scanning, or ganizing, and digitizing City records, improving access, efficiency, and long-term preservation. While significant progress has been made, additional work remains to complete the scanning and integration of documents across several departments. Extending t he agreement for one (1) additional year will allow CPS to continue these important efforts and help the City achieve a fully functional, paperless records system.
ENVIRONMENTAL DETERMINATION
The proposed action is the scanning of existing documents 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 Professional Services Agreement is for $350,000. Once the carry forward is approved, there are available funds in the Information Systems Contract Services Account No. 7531701 -5253 to cover the one (1) year extension.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
WITH COMPLETE PAPERLESS SOLUTIONS
This First Amendment to the Agreement for Professional Services dated August 14, 2023 (the "Master Agreement") is made and entered into as of October 27, 2025 ("Effective Date") between the parties the City of Upland, a municipal corporation ("City") and Complete Paperless Solutions, an LLC, with its location at 5031 E. La Palma, Ave. Suite 206 Anaheim, CA 92807 (hereinafter referred to as "Consultant"). City and Consultant are sometimes referred to herein individually as a "Party" and collectively as "Parties."
RECITALS
A. WHEREAS, the City and the Consultant have entered into the Master Agreement, for the purpose of providing Enterprise Document Management System services; and
B. WHEREAS, the Parties now desire to amend the Master Agreement to revise the Time of Performance.
NOW, THEREFORE, in consideration of the above recitals and the mutual covenants, conditions, and promises contained in this Amendment and the Master Agreement, the Parties mutually agree as follows:
AGREEMENT
1. Incorporation of Recitals. The recitals listed above are true and correct and are incorporated herein by this reference.
2. Time of Performance. Section 5 of the Master Agreement is amended to extend the Master Agreement one year through June 30, 2026 (“Extended Term”).
3. Ratification of Master Agreement. All terms and provisions of the Master Agreement not amended by this First Amendment are hereby reaffirmed and remain in full force and effect.
SIGNATURE PAGE FOR
FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT
WITH COMPLETE PAPERLESS SOLUTIONS
IN WITNESS WHEREOF, the Parties hereto have executed this First Amendment on the Effective Date first herein above written.
INC.
CITY OF UPLAND
APPROVED BY:
_____________________________
Michael Blay
City Manager
CONSULTANT
COMPLETE PAPERLESS SOLUTIONS
____________________________
Signature
____ __________
Name
____ ____
ATTEST:
______________________________
Keri Johnson
City Clerk
Approved as to form:
_______________________________
Stephen P. Deitsch
City Attorney
Title
(Two Signatures of Corporate Officers
Required for Corporations)
____________________________
Signature
__ __________
Name
____________
Title
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 Upland 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. _________________ _____________________________
Date Signature of authorized individual
_____________________________
Company/Applicant Name
(Levine Act definitions on reverse side)
10/21/25
Complete Paperless Solutions Jamie Dunn
LEVINE ACT DISCLOSURE STATEMENT DEFINITIONS
Term Definition Law
Covered
"proceedings"
A proceeding to grant, deny, revoke, restrict, or modify a license, permit or other entitlement for use, that
does not solely involve purely ministerial decisions
and is:
(1) Applied for by the party;
(2) Formally or informally requested by the party; or
(3) A contract between the agency and the party or a
franchisee granted by the agency to the party, other
than a contract that is competitively bid, a labor
contract, or a personal employment contract.
FPPC Reg 18438.2(a)
Party
Any person who files an application for, or is the
subject of, a proceeding involving a license, permit, or other entitlement for use.
Gov. Code 84308(a)(1)
Participant
Any person who is not a party but who actively
supports or opposes a particular decision in a
proceeding involving a license, permit, or other
entitlement for use and who has a financial interest in the decision. A person actively supports or opposes a
particular decision in a proceeding if that person
lobbies in person the officers or employees of the
agency, testifies in person before the agency, or
otherwise acts to influence officers of the agency.
Gov. Code 84308(a)(2)
FPPC Reg 18438.4
Agent
A person who represents a party or participant for
compensation and appears before or otherwise
communicates with the governmental agency for the
purpose of influencing the pending proceeding. See
FPPC Reg 18438.3 for exceptions for certain
consultants.
FPPC Reg 18438.3
Competitively Bid
A contract required by law to be awarded to the lowest
responsible bidder with a responsive bid, or, if the
successful bidder refuses or fails to execute the
contract, to the next lowest bidder with a responsive
bid.
FPPC Reg
18438.2(a)(3)(A)
Labor Contract
A contract or agreement reached through collective
bargaining or with a representative group regarding
the salary, benefits, or terms and conditions under an
employment or retirement policy for employees or
retirees, including a project labor agreement entered
under Public Contract Code Section 2500.
FPPC Reg
18438.2(a)(3)(B)
Personal
Employment
Contract
A contract for employment, including the terms and
conditions of employment, between the agency and
an agency employee. A contract with an independent
contractor is NOT a personal employment contract.
FPPC Reg
18438.2(a)(3)(C)-(D)
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: MARCELO BLANCO, POLICE CHIEF
ERIC DIVINCENZO, POLICE SERGEANT
SUBJECT: CONSIDER ACCEPTANCE OF FISCAL YEAR 2025-2026 OFFICE OF TRAFFIC SAFETY GRANT
RECOMMENDED ACTION:
It is recommended that the City Council accept the Office of Traffic Safety (OTS) grant funds (Grant#PT26088) and authorize the appropriation of the $160,000 to the Office of Traffic Safety Fund.
GOAL STATEMENT
The proposed action supports the City’s goal of promoting safety by securing funding to allow for training, enforcement, checkpoints, public education, and the purchase of equipment to assist in the investigation of traffic crashes.
BACKGROUND
The Office of Traffic Safety has approved the Upland Police Department’s request for a $1 60,000 traffic safety grant for Fiscal Year 2025/2026, effective October 1, 2025 through September 30, 2026.
ISSUES AND ANALYSIS
By accepting this grant, the Upland Police Department will be able to participate in traffic safety programs that otherwise would not have funding.
$145,775.00 will be used for overtime costs to conduct DUI checkpoints, DUI saturation patrols, traffic enforcement, motorcycle safety enforcement, pedestrian and bicycle safety operations, and traffic safety education.
$3,050.00 will be used for travel expenses to attend grant -related conferences and training events supporting the grant goals and objectives and/or traffic safety supporting the grant goals and objectives. $2,250.00 will be used to pay for contracted phlebotomist services with DUI enforcement. $5,200.00 will be used for new mobile printer devices. $3,725.00 will be used to purchase other supplies and equipment.
This is a reimbursement grant, which means the city would need to expend the funds, then request reimbursement which is guaranteed under the grant agreement.
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 grant award is $160,000. The revenue will be deposited in the OTS Grant Account No. 2180000-4432- 32626. Expenditures will be appropriated in the OTS Grant Account No. 2183276 -5113/5133/5217/5233-32626.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: MARCELO BLANCO, POLICE CHIEF
ERIC DIVINCENZO, POLICE SERGEANT
SUBJECT: CONSIDER ACCEPTANCE OF FISCAL YEAR 2025-2026 OFFICE OF TRAFFIC SAFETY GRANT
RECOMMENDED ACTION:
It is recommended that the City Council accept the Office of Traffic Safety (OTS) Ride to Live Motorcycle Education grant funds (Grant #MC26006) and authorize the appropriation of the $20,000 to the Office of Traffic Safety Fund.
GOAL STATEMENT
The proposed action supports the City’s goal of promoting safety by securing funding to allow for motorcycle safety training open to the public.
BACKGROUND
The Office of Traffic Safety has approved the Upland Police Department’s request for a $20,000 motorcycle rider safety course grant for Fiscal Year 2025/2026, effective October 1, 2025 through September 30, 2026.
ISSUES AND ANALYSIS
By accepting this grant, the Upland Police Department will be able to facilitate a minimum of four (4) motorcycle rider safety classes that otherwise would not have funding. The funding will be spent as follows:
$17,400.00 will be used for overtime costs to facilitate four eight -hour training courses. $1,500.00 will be used for travel expenses to attend grant-related conferences and training events supporting the grant goals and objectives.
$1,100.00 will be used to pay for grant -approved training supplies.
This is a reimbursement grant, which means the City would need to expend the funds, then request reimbursement which is guaranteed under the grant agreement.
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 grant award is $20,000. The revenue will be deposited in the OTS Grant Account No. 2180000-4432-32625.
The expenditures will be appropriated in the OTS Grant Account No. 2183276-5133/5215/5217-32625.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: MARCELO A. BLANCO, POLICE CHIEF
BRYCE MILAKOVICH, POLICE SERGEANT
SUBJECT: CONSIDER APPROVAL OF MEMORANDUM OF UNDERSTANDING WITH THE COUNTY
OF SAN BERNARDINO FOR THE OPERATION OF THE WEST END NAVIGATION CENTER
RECOMMENDED ACTION:
It is recommended that the City Council approve the Memorandum of Understanding (MOU) between the City of Upland, the County of San Bernardino, and the cities of Chino, Chino Hills, Fontana, Montclair, Ontario, Rancho Cucamonga, and Rialto for the operation of the West End Navigation Center ; and authorize the City Manager to execute the MOU and all related documents necessary to implement participation.
GOAL STATEMENT
The proposed action supports the City’s goal of enhancing the quality of life in the City of Upland.
BACKGROUND
Homelessness presents increasing public health, safety, and fiscal challenges across the West End region.
Encampments in parks, flood channels, freeway underpasses, and other public spaces strain municipal resources and impact quality of life. In 2024 the number of homeless related calls in the City of Upland totaled 1,847. While this was a 20% decrease from 2023, homeless -related calls are still prevalent and therefore a great deal of resources is needed to combat the issue.
The 2025 San Bernardino County Point-in-Time (PIT) Count documented 3,837 individuals experiencing homelessness countywide, including 2,636 unsheltered individuals living in vehicles, encampment, or other places not meant for habitation. Below is the 2025 PIT number of unsheltered individuals from some cities that will be participating in the West End Navigation Center to help reduce homelessness.
Fontana: 271 unsheltered individuals
Ontario: 258 unsheltered individuals
Rancho Cucamonga: 113 unsheltered individuals
Rialto: 52 unsheltered individuals
Montclair: 38 unsheltered individuals
Chino: 31 unsheltered individuals
Upland: 33 unsheltered individuals
Chino Hills: 3 unsheltered individuals
Together, the West End cities account for over 550 unsheltered individuals, underscoring the urgent need for a regional response that no single city can manage alone. To address this need, the County of San Bernardin o and participating cities are developing the West End Navigation Center (WENC), a 200 -bed, full-service regional facility located at 11109 Jasmine Street in Fontana.
ISSUES AND ANALYSIS
The WENC represents a regional solution that goes beyond traditiona l shelters or short-term motel vouchers. It is designed as a low-barrier, housing-focused service hub that reduces barriers, provides stability, and connects people directly to permanent housing.
The core features of the WENC include a total of 200 beds for unsheltered individuals including 100 emergency shelter beds and 100 recuperative medical care beds in addition to a sobering center. The operations of the navigation
center will be 24/7 where the residents remain in place and their stability is priori tized. Individuals will be accepted based on referral only and all entries and exits are coordinated for safety and continuity.
The WENC is a one-stop service model which addresses behavioral health, substance use services, public health, transitional assistance, and workforce development. The Officer of Homeless Services (OHS) assists with housing navigation and Continuum of Care coordination. The WENC has a low-barrier design where guests may bring pets, personal belongings, and partners. The WENC also provides comprehensive support including meals, case management, benefits enrollment, transportation, and employment services.
Establishing a WENC outperforms other options in that traditional shelters often impose strict requirements (sobriety, ID, no pets/partners), have limited services, and require residents to leave during the day, disrupting stability. Motel vouchers provide short-term relief but are expensive, lack on-site services, and do not create pathways to permanent housing.
Navigation centers like the WENC provide low barrier access, stable 24/7 housing, intensive case management, integrated health and social services, and a direct pathway to permanent housing.
The WENC will provide benefits for individuals including providing a safe and stable environment, providing access to health care, behavioral health, and substance use treatment. Individuals will receive intensive case management, benefits assistance, housing navigation, and will have the ability to stay with their pets, belongings, and partners.
The WENC will provide great benefits for communities including a reduction in street encampments, improved public safety and community well-being, shared infrastructure lowering costs for each city, and leveraging county, state, and healthcare resources for maximum impact.
The WENC will significantly enhance the efforts of Upland Police Department Homeless Services by providing much- needed quality resources to address the needs of the City’s homeless population. The City of Upland will be allocated seven (7) emergency beds and can purchase additional beds if needed. The WENC will provide immediate access to emergency beds that are not always available through other resources.
Additionally, the WENC will take on the responsibility of case management, effectively expanding the capability and capacity of Upland Police Department Homeless Services. Furthermore, it will allow Upland Police Department Homeless Services to dedicate more time and energy toward outreach and provide the ability to connect a greater number of homeless individuals throughout the City of Upland. The WENC will greatly benefit the City of Upland by helping to significantly decrease homelessness, improve the lives of homeless individuals, and enhance the quality of life in the City of Upland.
Funding of the WENC
San Bernardino County is investing $20 million to acquire the building fully improved from the City of Fontana. San Bernardino County operating reserves are $5 million in Capitalized Operating Subsidy Reserve (COSR). The annual operations will cost $3 million, which will be shared by San Bernardino County and the participating cities. The cost allocation will be reviewed every two (2) years. The city contributions include:
Fontana: $1,000,000
Rancho Cucamonga: $300,000
Chino: $200,000
Chino Hills: $200,000
Ontario: $100,000 (limited partner)
Montclair: $250,000
Rialto: $250,000
Upland: $250,000
San Bernardino County Contribution: $450,000
The cost to operate the WENC for the first year is estimated to be $3 million dollars. The operational cost is shared between participating cities and San Bernardino County. The portion the City of Upland will contribute to the operations of the WENC is $250,000, which would guarantee the City of Upland seven (7) emergency beds. If any additional beds need to be purchased, the rate is $125 per bed, per night. Charges will be invoiced monthly by the Facility Operator and must be paid in full within thirty days of receipt.
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 City’s contribution to the WENC is $250,000. Funds have been budgeted for this purpose in the City Administration Contract Services Account No. 1011201 -5253.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
PAGE 1 OF 26
MEMORANDUM OF UNDERSTANDING
between
THE CITIES OF CHINO, CHINO HILLS, FONTANA, MONTCLAIR, ONTARIO, RANCHO CUCAMONGA, RIALTO, and UPLAND
and
SAN BERNARDINO COUNTY
for the
OPERATION OF A REGIONAL NAVIGATION CENTER
This Memorandum of Understanding (“MOU”) is entered into as of December 16, 2025 (“Effective Date”) by and between the Cities of Chino, Chino Hills, Fontana, Montclair, Ontario, Rancho Cucamonga, Rialto, and Upland, each of which is a municipal corporation organized and existing under the laws of the State of California (referred to individually as “City Party” and collectively as “the City Parties”), and San Bernardino County, a political subdivision of the State of California (“County”). The City Parties and the County may be referred to individually as “Party” and collectively as “the Parties .”
Recitals
WHEREAS, the Parties, like many regions throughout California, have experienced significant growth in their unhoused population in recent years, presenting complex challenges driven by untreated substance use and mental health disorders, rising housing costs, and insufficient emergency, transitional, and affordable housing resources; and
WHEREAS, this growth in the unhoused population has resulted in increased incidents of camping and loitering on public rights-of-way, parks, and other public property within the Parties' jurisdictions, creating public health and safety concerns while straining municipal resources; and WHEREAS, the Parties desire to cooperate to address homelessness through collaborative, evidence- based approaches that prioritize both public safety and the dignified treatment of unhoused individuals; and
WHEREAS, the Parties seek to implement comprehensive solutions to balance enforcement with meaningful support services; and
WHEREAS, the Parties recognize that addressing homelessness effectively requires collaborative regional efforts and hereby commit to establishing an emergency housing facility that offers integrated support services—including case management, behavioral health care, medical oversight, coordinated social services, transportation support, and housing placement assistance—designed to help residents successfully transition to permanent, stable housing; and WHEREAS, the Parties further commit to establishing clear pathways from emergency housing to permanent housing solutions by providing coordinated access to transitional housing, permanent supportive housing, and affordable housing opportunities within their respect ive jurisdictions; and WHEREAS, the Parties recognize the need for professional expertise in delivering trauma -informed, comprehensive services that address the complex needs of unhoused individuals and families; and
PAGE 2 OF 26
WHEREAS, this collaborative approach represents the Parties' commitment to addressing homelessness through shared resources, coordinated planning, and evidence -based practices that serve both unhoused individuals and the broader community; and WHEREAS, the Parties' respective governing bodies have reviewed and approved this MOU, finding that this regional partnership advances the health, safety, and welfare of all residents within their jurisdictions; and
WHEREAS, the Parties desire to cooperate in good faith to operate a new regional emergency housing and services center; and
WHEREAS, the Parties desire to define the responsibilities of each Party with respect to the funding and operation of a new Regional Navigation Center.
PAGE 3 OF 26
TABLE OF CONTENTS
I. RECITALS ............................................................................... 4 II. PURPOSE ............................................................................... 4 III. TERM ...................................................................................... 4 IV. TERMINATION ....................................................................... 4 V. COUNTY RESPONSIBILITIES ....................................... 5 VI. SCOPE OF SERVICES .........................................................10 VII. RESPONSIBILITIES OF THE CITY PARTIES ......................12 VIII. PRINCIPAL REPRESENTATIVES AND NOTICE ............. 14 IX. MISCELLANEOUS ................................................................15
PAGE 4 OF 26
I. RECITALS
The Recitals set forth above are true and correct and are hereby incorporated and made a substantive part of this MOU by this reference.
II. PURPOSE
A. The Parties desire to work together cooperatively and in good faith towards funding and operating a Regional Navigation Center (“Facility”). The Facility will operate as a referral- only facility with managed access protocols designed to ensure safety and security for all participants. The Facility will serve individuals who meet established eligibility criteria for each program component, providing comprehensive in-house services, case management, medical oversight, and coordinated service delivery within a n environment optimized for successful outcomes.
B. This MOU is intended to define the rights and responsibilities of the Parties with respect to the establishment, funding, and operation of the Facility for homeless individuals as defined by the U.S. Department of Housing and Urban Development (HUD) and the State of California, including individual adults (persons 18 -years of age or older), individual adults (parent or guardian) with children, and families (married or unmarried adult partners with children) experiencing homelessness within the referring Par ty's respective jurisdiction, as further described herein.
III. TERM
A. Initial Term, Extension. This MOU shall be effective as of the Effective Date and shall remain in force and effect for ten (10) years unless terminated earlier by mutual agreement of the Parties pursuant to Section IV of this MOU. Thereafter, this MOU shall automatically renew for one additional five (5) year term unless any Party provides written notice of non-renewal to all other Parties at least ninety (90) days prior to the expiration of the initial term, or the Parties may mutually agree in writing to a renewal term of two (2), three (3), or four (4) years instead.
B. Renewal. After the initial term and first extension, as provided for in Section III.A of this MOU, lapse, the terms of this MOU may be renegotiated between the Parties, for a successor MOU, or the Parties may agree, upon written approval of their respective governing Boards or Councils, to extend this Agreement for consecutive one-year terms.
IV. TERMINATION
A. Mutual Termination. Notwithstanding the term set forth in Section III.A of this MOU, this MOU may be terminated at any time upon the written agreement of at least six (6) City Parties and the County to this MOU. Such termination shall be evidenced by a written instrument executed by the authorized representatives of at least six (6) participating city jurisdictions and the County, and shall specify the effective date of termination .
B. Individual Party Withdrawal. Beginning in the ninth (9th) year after the Effective Date of this MOU, any City Party may withdraw from this MOU by providing twelve (12) months advance written notice to all other Parties. The withdrawing Party must continue all obligations, including timely payment of costs and any applicable termination fees,
PAGE 5 OF 26
through the effective date of withdrawal. Notwithstanding the above, beginning in the third (3rd) year after the Effective Date of this MOU, the City of Ontario may withdraw from this MOU by providing three (3) months advance written notice to all other Parties.
C. Termination Fee Prior to End of Ten-Year Term. The termination fee payable by any City Party terminating its participation pursuant to Section IV.B of this MOU shall be equal to the unpaid portion of the ten (10) year commitment as calculated from the effective date of termination through the end of the Term. The termination fee shall be paid by the terminating City Party to the County not later than six (6) months before the effective date of termination, unless another agreeable date is reached and agreed to by the County.
Failure to timely remit the termination fee shall render a City Party's notice of termination ineffective. Notwithstanding the above, the City of Ontario shall not be subject to the termination fee regardless of whether Ontario terminates the agreement upon three (3) years of Facility operations or later.
V. COUNTY RESPONSIBILITIES
A. Facility. The County shall be responsible for the acquisition and operation of the Facility, to be located at 11109 Jasmine Street, Fontana, California 92337 .
B. Host City. The City of Fontana agrees to serve as the host city for the Facility and to allow the Facility to be located and operated within its jurisdiction for the purposes set forth in this MOU for such term as the MOU remains in force and effect. As host city, th e City of Fontana shall provide or facilitate necessary municipal services, permits, zoning approvals, and regulatory compliance required for the Facility's operation, notwithstanding any possible termination of the City of Fontana's participation in the MOU pursuant to Section IV of this MOU. The County agrees to coordinate with the City of Fontana in its role as host city and to support Fontana in fulfilling its host city responsibilities.
C. Establishment of Facility. The County agrees to be responsible for the acquisition of the Facility, property start-up costs, and its identified portion of operational costs as set forth in Section VII of this MOU. The County shall pay all costs and expenses associated with the operation and maintenance of the Facility and the provision of services at the Facility, except for the amounts set forth in Section VII of this MOU for which the City Parties shall be responsible. Annual operating costs that exceed the agreed -upon threshold established in Section VII shall be subject to negotiation among all Parties prior to the County's obligation to pay such excess costs.
D. Vendor of Choice. The operation and management of the Facility and the provision of the services at the Facility, as described in Section VI of this MOU, shall be performed by a vendor selected by the County through a County-directed procurement process.
1. Operations Agreement. The County and Facility Operator, and other vendors and sub-vendors as determined necessary and appropriate by the County, shall enter into agreement for operation and management of the Facility, such duties to encompass, among other things, the matters described in Section VI of this MOU.
2. Vendor Oversight. The County shall, at all times, have the duty and responsibility to oversee the conduct and performance of any vendor and sub -vendors, and take appropriate measures to ensure vendors are, at all times, in compliance with the
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provisions of this MOU and any operations agreements between the County and such vendors.
E. Mission Oversight. The County shall oversee the successful achievement of the Facility’s mission to serve the unhoused population and a chieve a short- and long-term reduction in the unhoused population within the jurisdictions of the Parties.
F. Service Outcomes. The County shall oversee service outcomes related to the sheltering, care, and treatment of Facility clients.
G. County Insurance. The County shall obtain and maintain appropriate policies of insurance or self-insured retention in accordance with the minimum requirements for the types and amounts of coverage established by the County’s risk management standards, or as otherwise established in policies established by the County for operation of the Facility.
H. Indemnification and Insurance Requirements
1. Indemnification. To the fullest extent permitted by law, County shall indemnify and hold harmless City Parties, and each of them (individually, a “City Party”), together with their officials, officers, employees, agents, and volunteers from and against any and all claims, actions, losses, liabilities, damages, costs and expenses, including attorneys’ fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of County, its officers, agents, employees, consultants, subconsultants, vendors, or sub-vendors (including the officers, employees, agents, contractors and volunteers of any vendor or sub-vendor performing work or services at, or in connection with, the Facility or its operation) in the performance of services under this MOU or the performance of any work or service at or in connection with the Facility or its operation. County’s duty to indemnify and hold harmless a City Party shall not extend to that City Party’s sole or active negligence.
In the event a City Party is made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services contemplated by this MOU, or the performance of work or services at or in connection with the Facility by any ind ividual or entity, and upon demand by the City Party, County shall defend the City Party at County’s cost to the extent the matters arise from, relate to or are caused by County’s negligent acts, errors or omissions in connection with the performance of se rvices under this MOU or the negligent acts, errors, or omissions of any County officer, official, employee, consultant, subconsultant, vendor, or sub-vendor (including the officers, employees, agents, contractors and volunteers of any vendor or sub -vendor) in the performance of any work or service at or in connection with the Facility or its operation.
In the event of any dispute between County and a City Party, as to whether liability arises from the sole or active negligence of the City Party or its officers, employees, or agents, County will be obligated to pay for City Party’s defense until such time as a final judgment has been entered adjudicating the City Party as solely or actively negligent. County will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorneys’ fees, expert fees and costs of litigation.
2. Insurance. County and City Parties are authorized self-insured or partially self-insured public entities for purposes of Professional Liability, General Liability, Automobile Liability and Worker's Compensation and warrant that through their respective programs of self- insurance and insurance, they have adequate coverage or resources to protect against
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liabilities arising out of performance of the terms, conditions or obligations of this Agreement.
I. Licenses. The County shall be responsible for obtaining and maintaining, at all times while this MOU is operational and in effect, all business licenses, professional licenses or certifications, and permits, if any, determined by the County to be necessary for operating and providing services at the Facility pursuant to this MOU.
1. Vendor Licenses. The County shall ensure that each party providing services or otherwise engaged in the delivery of services to the Facility , including but not limited to the Facility Operator, shall obtain and maintain, at all times, all business licenses, professional licenses or certifications, and permits, if any, determined by the County to be necessary for operating and providing services at the Facility pursuant to this MOU.
J. Records. The County shall be responsible for maintaining complete and accurate records with respect to all services and programs performed at the Facility and all costs and expenses incurred pursuant to this MOU. Such records shall be retained during the term of this MOU and for five (5) years after the termination of the MOU. The County shall also be responsible for establishing and maintaining on a current basis an adequate accounting system in accordance with generally accepted accounting principles. The County shall further be responsible during the term of this MOU for the preparation of an annual report to the City Parties, in a format approved by the City Parties, with respect to all services and programs performed at the Facility and all costs and expenses incurred pursuant to this MOU.
1. Vendor Records. The County shall ensure that all vendors under contract to provide services to the Facility maintain complete and accurate records with respect to all services and programs performed at the Facility, including records related to all costs and expenses incurred pursuant to their operational agreement with the County. To that end, County must ensure that each of its vendor operating agreements requires the vendor to:
a) Retain all records during the term of their respective operational agreement and, in the event of termination of the operational agreement, provide and turn over all records maintained by the vendor in relation to services provided under the operational agreement to the County. In the event of dispute related to providing and turning over records to the County, the vendor shall retain such records indefinitely until such matters of dispute are resolved either through mutual agreement, dispute resolution, mediation, or by order of a court of competent jurisdiction. b) Be responsible for establishing and maintaining on a current basis an adequate accounting system in accordance with generally accepted accounting principles.
c) Be responsible during the term of their operational agreement, for the preparation of annual reports required by the County, in a format approved by the County, with respect to all services and programs performed at the Facility and all costs and expenses incurred pursuant to th eir respective operational agreement.
2. Data-Sharing. The County shall provide the City Parties with Homeless Management Information System (HMIS) project-level data on a quarterly basis.
The data submission shall include, at a minimum, information on client demographics; services provided; bed utilization records by jurisdiction; project
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enrollments and exits; recidivism rates within six (6) to twelve (12) months; housing outcomes and cost incurred per outcome. Data shall be submitted in a format approved by the City Parties and within fifteen (15) days following the end of each quarter. The City Parties reserve the right to request additional HMIS data or performance reports as necessary to evaluate program outcomes and compliance with funding requirements.
K. Financial Audit. The County shall annually conduct a financial audit of Facility Operator’s financial records related to the performance of this MOU.
1. Frequency of Audit. Such audits may be conducted by the County or its authorized representatives at reasonable times during normal business hours upon providing reasonable written notice to vendors. Additional audits may be conducted upon reasonable request by the Parties or in response to security incidents.
2. Scope and Methodology. The purpose of such audits is to ensure compliance with the terms of this MOU and to verify the accuracy of vendors’ performance.
The audit shall be conducted in accordance with industry best practices and any relevant standards specified in this MOU.
3. Access and Documentation. Vendors shall provide the County or its authorized representatives with access to all relevant records, documents and facilities necessary to conduct each annual audit. Documents to be audited shall include, but not be limited to invoices, contracts, quality control records, and any other documentation pertinent to the audit scope.
4. Reporting and Remediation. Following completion of each annual audit, the County shall report to the Oversight Committee regarding the performance of the vendor, including any identified discrepancies, non -compliance issues, or areas for improvement.
5. Vendor Compliance/Non-compliance. The County shall be responsible for addressing issues of non-compliance with the vendor and ensuring timely implementation of corrective actions. The County shall work with the vendor to develop and monitor corrective action plans and take enforcement measures as necessary to ensure full compliance with this MOU and applicable operational agreements.
6. Confidentiality of Records. Parties agree to maintain confidentiality of any proprietary, sensitive, confidential, or patient/client information disclosed during the annual audit. All audit-related findings and communications shall be treated as confidential, unless otherwise required by law or regulating authorities.
7. Costs.
a. Audit Costs. The County shall bear all costs associated with the annual audit described in this Section V.K. The County shall not charge the City Parties for any expenses directly related to conducting or procuring the annual audit of the Facility Operator’s financial records. b. Administrative Fee. Separately, the County may assess an administrative fee to recover reasonable costs associated with its management and oversight of the Facility, including fiscal administration, contract management, compliance monitoring, and coordination of reporting
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requirements. Any such administrative fee shall not exceed a reasonable percentage of total operating costs and shall be disclosed annually to the Oversight Committee as part of the County’s presentation of the Facility’s annual operating budget.
8. Dispute Resolution. Any disputes arising from audit findings or related matters shall be resolved in accordance with dispute resolutions agreed to between the County and vendors, and consistent with the broader dispute resolution process set forth in Section IX.J of this MOU. The County shall make reasonable efforts to mediate and resolve audit-related concerns in collaboration with the Facility Operator and the affected City Parties prior to escalation L. Oversight Committee. An Oversight Committee is hereby established, comprised of one (1) leadership representative from each participating jurisdiction, who shall be either the City Manager, Chief Executive Officer, or an Elected Official from such jurisdiction. The Oversight Committee shall provide high-level oversight of this MOU and ensure the effective deliverance of the mission. The Oversight Committee shall have the authority to review overall program performance, strategic direction, and compliance with the terms of this MOU. The Oversight Committee shall meet at least once annually to fulfill its duties under this MOU.
M. Operations Committee. An Operations Committee is hereby established, comprised of one (1) representative from each participating jurisdiction who has technical knowledge of homeless and/or housing issues. The Operations Committee shall provide guidance on policy matters, regional collaboration efforts, and referral processes. The Operations Committee shall review statistical reports on a monthly basis and shall meet monthly to fulfill its duties under this MOU. The Operations Committee may make recommendations to the Oversight Committee regarding operational improvements, policy adjustments, and program effectiveness measures.
1. Committee Representation. Each participating jurisdiction shall designate its representatives to both the Oversight Committee and Operations Committee within thirty (30) days of executing this MOU. Jurisdictions may change their designated representatives upon written notice to a ll other Parties, provided that replacement representatives meet the qualifications set forth in this MOU.
2. County Responsibilities. In addition to producing and delivering the agenda to the City Parties and conducting meetings of the Committees, the County shall be tasked with the following:
a) Facilitate communication and discussion during Committee meetings. b) Serve as public information officer related to actions of the Committees and matters related to the operation and management of the Facility. c) Provide research as needed for the Committees.
d) Recommend policies for review or development, and ensure existing policies comply with all local, state and federal laws and guidelines by staying up to date with relevant laws and regulations.
e) Administer a grants program for management and operation of the Facility, report to the Committees on available grants, oversee application for state and federal grants, and retain, disburse or seek reimbursement of grant funds as applicable.
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f) Require the Facility vendor for operations and management to submit an annual budget and present the annual budget to the Oversight Committee for review and consideration.
3. City Parties Responsibilities. In addition to serving in an advisory role to the County, the City Parties shall be tasked with the following:
a) Review Operations Committee agenda materials and participate in meetings.
b) Provide policy recommendations and review current policies as recommended by the County.
c) Provide grant recommendations.
d) Review and consider the Facility vendor for operations and management’s annual budget.
e) Serve as ambassadors to further the Facility’s mission and vision.
VI. SCOPE OF SERVICES
The Facility will operate as a referral-only, low-barrier emergency shelter with comprehensive services designed to support individuals experiencing homelessness in stabilizing and transitioning to permanent housing. The Facility will be open 24 hours a da y, 7 days a week, 365 days per year, and will include three core program components: Emergency Shelter Services, Recuperative Care Services, and Sobering Center Services.
A. Emergency Shelter Services
The Facility will provide congregate and non-congregate emergency shelter accommodations for unhoused individuals referred by participating jurisdictions. Services will include meals, hygiene and laundry facilities, intensive case management, housing navigation, access to public benefits, life skills development, transportation assistance, and coordination with the Coordinated Entry System (CES).
B. Recuperative Care Services
Recuperative care addresses the critical gap between hospital discharge and safe housing for homeless individuals who require continued medical recovery but do not need acute hospital-level care. The Facility shall operate as a recuperative care facility providing temporary residential accommodations, basic medical oversight, medication management, wound care, assistance with activities of daily living, case management, and care coordination. These services are designed for homeless individuals recovering from illness, injury, surgery, or other acute medical conditions who cannot safely recover in traditional shelter environments or on the streets, with the goal of supporting complete medical recovery and facilitating transition to appropriate long-term housing solutions.
C. Sobering Center Services
The Facility will include a monitored space for individuals under the influence of alcohol or other substances who do not require hospitalization. Services will include medical monitoring, crisis intervention, substance use disorder referrals, and coordina tion with law enforcement and emergency services.
D. Operations and Access Protocols
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The Facility will not accept walk-ins. All guests must be referred by an approved entity. A bed reservation system will be maintained to manage referrals and ensure capacity coordination. Upon discharge—whether voluntary or involuntary—the Facility Operator will coordinate alternate housing placement or provide return transportation to the originating city, except in cases involving individuals deemed violent or dangerous, in which case coordination with appropriate agencies (e.g., law enforcement, behavio ral health, probation/parole) will occur.
E. Commercial Kitchen and Support Services
The Facility will have a commercial kitchen capable of preparing up to 600 meals daily, accommodating dietary needs and complying with applicable food safety regulations.
Guests will also have access to medical and behavioral health services, substance use disorder treatment referrals, discharge planning, aftercare coordination, and benefits enrollment. Services will be delivered in accordance with an Operations Plan developed by the County and the Facility Operator, reviewed by the Operations Committee, and approved by the host jurisdiction.
F. Compliance and Oversight
1. Low Barrier. The Facility shall operate as a low-barrier navigation center accessible to homeless individuals and families regardless of income, mental health status, or substance use disorders. The Facility shall accommodate residents' personal belongings, pets, and partners within operational capacity.
Barriers to entry shall be minimal, and case managers will provide individualized assessments and service plans based on each person's needs and available resources to support housing stability.
2. Facility Operations Parameters. The Operations Plan shall establish the Facility as a coordinated entry navigation center with the following operational requirements:
a) Admissions Process. The Facility shall not accept walk-in admissions. All prospective residents must be referred through a participating jurisdiction, law enforcement or approved healthcare provider and transported by an agency, department, or organization that has been authorized by the County or a participating City Party to conduct outreach and make referrals to the Facility, before admission can occur.
b) Resident Movement. Residents may leave the premises for activities that support their housing stability and personal well-being, including but not limited to healthcare appointments, employment opportunities, educational programs, family reunification efforts, faith-related activities, and other case plan objectives, subject to coordination with Facility staff and available transportation arrangements. For school-age children at the Facility, the Facility Operator shall coordinate with the appropriate local education agency, in accordance with the federal McKinney-Vento Homeless Assistance Act, to ensure safe and reliable transportation to and from school and related educational activities.
c) Discharge and Transport. When a resident is discharged for non- compliance with facility requirements or voluntarily chooses to leave, the
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Facility Operator shall coordinate an alternative housing placement if possible. If not available, the Facility Operator will arrange transportation back to the city of origin. Discharges of residents who are deemed violent or otherwise dangerous shall be coordinated with appropriate agencies including law enforcement, behavioral health services, and/or probation or parole officers as necessary for public safety.
d) Resident Agreement. Prior to admission, all residents must acknowledge and agree in writing to Facility requirements and applicable provisions of the Operations Plan.
e) Plan Modifications. The operational provisions required by this section may not be modified or deleted without advance written approval of all Parties. Notwithstanding the foregoing, the “No Walk-In / No Walk-Out” requirement described in Section VI.F.2(a) and the “Return to City of Origin” provision described in Section VI.F.2(c) are mandatory and shall not be amended, modified, or eliminated under any circumstances.
G. Referral Policies and Protocols. Each Party agrees to develop comprehensive policies and protocols for referral of unhoused persons for their respective jurisdiction to the Facility. Policies and protocols developed by the City Parties shall comply with referral standards established by the County, the Continuum of Care’s Coordinated Entry System (CES) and may be subject to review and approval by the Operations Committee.
1. Bed Reservation System. A bed reservation system shall be established and maintained to coordinate Facility capacity and ensure efficient placement of referred individuals and families. Referring entities must secure a bed reservation through the CES prior to transportation to the Facility. Access to the bed reservation system may also be granted to prior identified entities, as approved by the County and the Operations Committee, for the purpose of coordinating referrals and monitoring placement activity. Bed reservations shall be valid for a period not to exceed twenty-four (24) hours from the time of confirmation.
2. Transportation Responsibility. Transportation to the Facility shall be coordinated by the referring entity (which may include an approved outreach entity). The referring entity shall also coordinate arrival times with Facility staff and shall ensure timely delivery of referred persons within the bed reservation timeframe.
3. Waivers and Documentation. Waivers releasing and absolving the Parties of any and all liabilities shall be provided prior to admission to the Facility.
VII. RESPONSIBILITIES OF THE CITY PARTIES
A. The City Parties agree to a pro rata share of costs related to Facility management as detailed in Sections VII.C and VII.D.
B. Bed Allocation Based on Investment Level. Emergency bed allocations per investment level are as follows:
1. Two Hundred Thousand Dollars ($200,000.00): five (5) beds
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2. Two Hundred Fifty Thousand Dollars ($250,000.00): seven (7) beds
3. Three Hundred Thousand Dollars ($300,000.00) and above: ten (10) beds
4. The balance of general beds shall be equally allocated to the County and City of Fontana. The County beds will be utilized via referrals from County departments.
5. Investments below Two Hundred Thousand Dollars ($200,000) will not receive a bed allocation and will have access to unused beds if available.
6. Additional bed capacity may be purchased by City Parties at a rate of one hundred twenty-five dollars ($125.00) per bed, per night. Charges will be invoiced monthly by the Facility Operator and must be paid in full within thirty (30) days of receipt.
C. The contributions of the City Parties for the first year of the operation of the Facility, payable to the County on or before the Effective Date, shall total Three Million Dollars ($3,000,000.00) and shall be allocated among the City Parties on the basis g enerally of the size and population of each City Party and the estimated unhoused population within each jurisdiction for the year prior to the Effective Date. The prorated payment allocations for the initial operational year shall be as follows:
1. Chino: Two Hundred Thousand Dollars ($200,000.00)
2. Chino Hills: Two Hundred Thousand Dollars ($200,000.00)
3. Fontana: One Million Dollars ($1,000,000.00)
4. Montclair: Two Hundred Fifty Thousand Dollars ($250,000.00)
5. Ontario: Two Hundred Fifty Thousand Dollars ($250,000.00) annually for the first three (3) operational years
6. Rancho Cucamonga: Three Hundred Thousand Dollars ($300,000.00)
7. Rialto: Two Hundred Fifty Thousand Dollars ($250,000.00)
8. Upland: Two Hundred Fifty Thousand Dollars ($250,000.00)
9. County: Four Hundred Seventy-Five Thousand Dollars ($475,000.00) D. For the City of Ontario, this contribution shall be fixed at $250,000 per year for the first three (3) years of Facility operations. After the conclusion of the third year, Ontario shall have no further obligation to provide funding and shall not be entitled to refer or utilize the Facility thereafter, unless Ontario elects to extend the Agreement beyond three (3) years in accordance with Section III.A.
E. Prior to payment, City Parties shall identify the source of funds for payment to ensure the eligible use.
F. Thereafter, the contributions of the City Parties, payable to the County prior to each fiscal year in semi-annual amounts or an annual lump sum payment at the election of each City Party shall be adjusted in July of each fiscal year for the duration of this MOU by the value of the immediately preceding January Consumer Price Index for All Urban Con sumers for Riverside-San Bernardino-Ontario, not to exceed five percent (5%) annually. Following
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the second (2nd) year of the operation of the Facility, the annual prorated payment allocations of each City Party for subsequent fiscal years shall be adjusted in accordance with the information provided by the most recent Point-in-Time Count, provided that the total annual contributions of all City Parties shall not be less than Three Million Dollars ($3,000,000.00) per year. Agreed upon adjustments, if any, shall be based on good faith negotiations and written agreements between the Parties after review and audit of the actual usage by each Party and the actual cost of operation of the facility for the prior two - year period.
For purposes of this section, a “fiscal year” means the twelve-month period beginning July 1 and ending June 30 of the following year.
G. An annual evaluation of City Party cost allocations shall include a review of grant funds obtained for the Facility during the prior two -year period, and adjustments to City Party contributions shall reflect the impact of such grant funds. The annual evaluation shall also include a utilization review of Facility services by each City Party, and adjustments to contributions may be considered in light of actual usage levels.
H. In the event that the County secures state, federal, or private grant funding that reduces the net operating costs of the Facility, the Parties agree that the annual prorated payment allocations of the City Parties shall be reanalyzed in good faith and adj usted downward to reflect the reduced costs. Any such adjustments shall be applied proportionally based on each City Party’s contribution level, unless otherwise agreed to in writing by all Parties.
I. Except as otherwise expressly provided in this MOU, the responsibilities of the City Parties, and each of them, shall be limited to the foregoing monetary contributions. The City Parties shall not be responsible for any of the costs and expenses associated with the establishment, management and operation of the Facility and the provision of services at the Facility in excess of the annual contribution amounts set forth in this Section VII.
In addition, none of the City Parties shall be responsible for the provision of any services at the Facility.
VIII. PRINCIPAL REPRESENTATIVES AND NOTICE
A. City Manager or his/her designee is designated as the principal representative of the City of Chino for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
B. City Manager or his/her designee is designated as the principal representative of the City of Chino Hills for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
C. City Manager or his/her designee is designated as the principal representative of the City of Fontana for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
D. City Manager or his/her designee is designated as the principal representative of the City of Montclair for purposes of communicating with said city on any matter associated with
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the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
E. City Manager or his/her designee is designated as the principal representative of the City of Ontario for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
F. City Manager or his/her designee is designated as the principal representative of the City of Rancho Cucamonga for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
G. City Manager or his/her designee is designated as the principal representative of the City of Rialto for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
H. City Manager or his/her designee is designated as the principal representative of the City of Upland for purposes of communicating with said city on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties, or any of them, in connection with this MOU.
I. Chief Executive Officer (CEO) or his/her designee is designated as the principal representative of the County for purposes of communicating with the County on any matter associated with the performance of the services set forth in this MOU and for purposes of any notice provided to the Parties or any of them, in connection with this MOU.
J. Any Party may designate another individual as its principal representative by giving written notice of such designation to the other Parties.
K. Notice. All written notices shall also be sent to the City Clerk of the respective City Party or the Clerk of the Board of Supervisors for the County. Notice shall be deemed communicated two (2) County working days from the date of mailing.
IX. MISCELLANEOUS
A. Compliance with Laws. The Parties agree to be bound by all applicable, federal, state, and local laws, ordinances, regulations, and directives as they pertain to the performance of this MOU.
B. Governing Law. This MOU has been negotiated and executed in the State of California, and its validity and any of its terms or provisions, as well as the rights and duties of the Parties under the MOU, shall be governed by and construed under the laws of the State of California. This MOU is intended by each Party hereto to be deemed and construed to have been jointly prepared by the Parties, and the Parties hereby expressly agree that any uncertainty or ambiguity existing herein shall not be interpreted ag ainst any of them.
C. Entire Agreement. This MOU supersedes any and all prior or contemporary agreements, either oral or written, between the Parties or any of them with respect to the subject matter of this MOU. This MOU contains all of the covenants and agreements
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between the Parties with respect to the subject matter of this MOU, and each Party hereto acknowledges that no representations, inducements, promises or agreements have been made by or on behalf of any Party, except those covenants and agreements in this M OU.
D. Amendment. No agreement, statement or promise with respect to the subject matter of this MOU which is not contained in this MOU shall not be valid or binding on any Party without a valid modification or amendment to this MOU in accordance with the approval of the governing bodies of each Party and pursuant to a written instrument signed by all Parties.
E. Cooperation of the Parties. The Parties shall cooperate fully in the execution of any other documents and the performance of any other actions required to effectuate and implement this MOU and its terms and intent.
F. Venue. In the event of any legal action, suit or proceeding to enforce or interpret this MOU, the sole and exclusive venue shall be a court of competent jurisdiction located in San Bernardino County, California, and the Parties agree to and hereby submit to the jurisdiction of such court, notwithstanding California Code of Civil Procedure section 394.
Furthermore, the Parties specifically agree to waive any and all rights to request that an action be transferred for trial to another county.
G. Assignment. This MOU shall not be assigned by any Party without the prior written consent of all other Parties.
H. Relationship of the Parties. Nothing herein is intended or shall be construed as creating the relationship of employer and employee, or principal and agent, between any Party, or any Party’s employees or agents. Each Party shall retain all authority for the rendition of services, standards of performance, control of personnel, and other matters incident to the performance of services pursuant to this MOU.
I. Severability. If any one or more of the sentences, clauses, paragraphs, or sections contained herein is declared invalid, void or unenforceable by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this MOU and shall not affect, impair or invalidate any of the remaining provisions contained herein.
J. Informal Dispute Resolution. In the event the County determines that service is unsatisfactory, or in the event of any other dispute, claim, question or disagreement arising from or relating to this Contract or breach thereof, the parties hereto shall use their best efforts to settle the dispute, claim, question or disagreement. To this effect, they shall consult and negotiate with each other in good faith and, recognizing their mutual interests, attempt to reach a just and equitable solution satisfactory to both parties.
K. Attorneys’ Fees and Costs. If any legal action is instituted to enforce any party’s rights hereunder, each party shall bear its own costs and attorney’s fees, regardless of who is the prevailing party. This paragraph shall not apply to those costs and attorney’s fees directly arising from a third-party legal action against a party hereto and payable under Indemnification and Insurance Requirements.
L. Review by Attorneys. Each Party hereto has had its attorney(s) review this MOU. Each Party hereto has consulted with its attorney(s) and has negotiated the terms of this MOU based on such consultation.
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M. Authorization of Persons Executing MOU. Each of the Parties to this MOU hereby represent that all necessary and appropriate actions of their governing bodies have been taken to make this MOU a binding obligation of the Parties hereto. The persons executing this MOU warrant that they are duly authorized to execute this MOU on behalf of and bind the Parties each purports to represent.
N. Time is of the Essence. Time is of the essence in the performance of the obligations under this MOU.
O. Counterpart Execution. This MOU may be executed in counterparts. Said counterparts shall together constitute one and the same MOU. This MOU shall have the same force and effect as if the original had been signed by all Parties .
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IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
SAN BERNARDINO COUNTY
Dawn Rowe, Chair, Board of Supervisors
Dated:
SIGNED AND CERTIFIED THAT A COPY OF THIS
DOCUMENT HAS BEEN DELIVERED TO THE
CHAIRMAN OF THE BOARD
Lynna Monell
Clerk of the Board of Supervisors
of the San Bernardino County
By
Deputy
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IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF CHINO
By:
(Authorized signature - sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 13220 Central Avenue
Chino, CA 91710
Approved as to form:
(City Attorney)
PAGE 20 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF CHINO HILLS
By:
(Authorized signature - sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 14000 City Center Drive
Chino Hills, CA 91709
Approved as to form:
(City Attorney)
PAGE 21 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF FONTANA
By:
(Authorized signature - sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 8353 Sierra Avenue
Fontana, CA 92335
Approved as to form:
(City Attorney)
PAGE 22 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF MONTCLAIR
By:
(Authorized signature – sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 5111 Benito Street
Montclair, CA 91763
Approved as to form:
(City Attorney)
PAGE 23 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF ONTARIO
By:
(Authorized signature – sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 303 E B Street
Ontario, CA 91764
Approved as to form:
(City Attorney)
PAGE 24 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF RANCHO CUCAMONGA
By:
(Authorized signature - sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Approved as to form:
(City Attorney)
PAGE 25 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF RIALTO
By:
(Authorized signature – sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 150 S Palm Avenue
Rialto, CA 92376
Approved as to form:
(City Attorney)
PAGE 26 OF 26
IN WITNESS WHEREOF, the Parties have each caused this MOU to be executed as of the dates set forth below by its duly authorized officers, on its behalf.
CITY OF UPLAND
By:
(Authorized signature - sign in blue ink)
Name:
(Print or type name of person signing contract)
Title:
Dated:
(Print or Type)
Address: 460 N Euclid Avenue
Upland, CA 91786
Approved as to form:
(City Attorney)
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: ROBERT D. DALQUEST, DEVELOPMENT SERVICES DIRECTOR SUBJECT: CONSIDER APPROVAL OF A PROFESSIONAL SERVICES AGREEMENT WITH ARCHITERRA DESIGN GROUP, INC.
RECOMMENDED ACTION:
It is recommended that the City Council approve the Professional Services Agreement with Architerra Design Group, Inc. for an amount not-to-exceed of $67,250 to complete design and construction documents for the Historic Downtown Upland Santa Fe Depot Rehabilitation Project located in Downtown Upland, and authorize the City Manager to execute the agreement.
GOAL STATEMENT
The proposed action supports the City's goal to rehabilitate, restore and revitalize the Historic Downtown Upland Station to encourage an increase in ridership and create a destination plaza that attracts visitors and residents to patron the businesses within the Station and vicinity.
BACKGROUND
In 2023, the City applied to Congressmember Norma Torres for FY 2024 Community Project Funding (CPF) Grant in the amount of $850,000 to rehabilitate the Historic Downtown Upland Station as part of Phase III of the “Downtown Upland Main Street Economic Recovery and Revitalization Project”. On August 27, 2024, t he U.S. Department of Housing and Urban Development (HUD) sent staff the grant award letter and agreement which provided official notification of the grant award. All documents have been completed and only a detailed budget remains to be submitted to HUD.
On March 10, 2025, the City Council accepted the CPF grant award in the amount of $850,000 for the rehabilitation of the Historic Downtown Upland Station.
On July 31, 2025, staff met with Architerra Design Group (ADG) at the Historic Downtown Upland Sta tion and inspected the site to discuss a scope of work to rehabilitate the station. Subsequently, ADG submitted a proposal to prepare conceptual design and construction documents for the following elements:
• New planter design and updated site furnishing s, including “green” benches with new powder coating and upgraded trash receptacles.
• Refreshed landscape planting concepts to improve appearance and resilience. • Signage and branding updates, including a new vertical “Upland” sign and overall identity enhancements. • A new metal shade structure at the patio adjacent to the space to be occupied by 42nd Street Bagel to replace the existing shade sails, incorporating a Victorian Era/steam punk design aesthetic. • New light fixtures and lighting of signage and building text. • Revised color schemes for the five existing shade canopies along the Metrolink platform. • Repair of existing brickwork throughout the plaza.
• Slurry seal main parking area and restripe faded parking stalls including an evaluation of ADA parkin g stall configurations for current compliance.
• Review coordination for accessibility compliance across the property with City of Upland CASP Certified staff member.
• Removal of non-functioning turf grass.
ISSUES AND ANALYSIS
The scope of work in the professional services agreement with ADG will address the poor conditions of the Historic Downtown Upland Station. Ridership data from the San Bernardino County Transportation Authority indicate s that daily boardings and alightings (existing the train) at the Upland station are still below pre-COVID-19 levels. The Station’s condition is a contributing factor in the slow recovery of ridership. Therefore, the purpose of the project is to revitalize and restore the Historic Downtown Upland Station to increase ridership, and the economic and physical environment within this important asset in the Downtown.
The scope of work includes two phases consisting of the conceptual design phase, which includes two workshops with the City Council and the Planning Commission. The second phase includes preparation of complete construction documents, specifications and bid estimates. ADG’s fee proposal is $67,250 which is considered a fair price considering the tasks involved. Electrical engineered plans will be prepared to address parking lot lighting and pole replacement, new building uplighting, power connecting to irrigation controllers, and decorative themed -panel graphics to coincide with the new pylon monument sign. Structural engineered plans will include the pylon monument sign and the 400 square foot metal shade structure for the patio adjacent to the space to be occupied by 42nd Street Bagel.
The schedule provided by ADG indicates the first phase for the conceptual design will be completed in 2 to 3 weeks and the second phase for the construction documents will be completed in 3 to 4 weeks. The project would then be ready to go out to bid once the bid documents are completed.
ENVIRONMENTAL DETERMINATION
Staff determined that the professional services agreement with Architerra Design Group is exempt from review under the California Environmental Quality Act ("CEQA") pursuant to §15061(b)(3) of the CEQA Guidelines. This is known as the commonsense exemptio n covering activities with no possibility of having a significant effect on the environment. The professional services agreement only concerns aesthetic improvements to the Historic Downtown Upland Station and does not entail any development within the Station area.
FISCAL IMPACTS
The total cost of the Professional Services Agreement is an amount not-to-exceed $67,250. There are sufficient funds in the Historic Downtown Santa Fe Depot Station Other Services Account No. 2172203-5258-25446.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
1 z
CITY OF UPLAND
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of October 27, 2025 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 Architerra Design Group, a California CORPORATION, with its principal place of business at 10221-A Trademark Street, Rancho Cucamonga, CA 91730 (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:
Sante Fe Depot Rehabilitation Project (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 Schedule of Charges set forth in Exhibit’s “B” and “C.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $67,250.00. 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 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 W ork, 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 $73,975.00.
Any additional work in excess of this amount shall be approved by the City Council.
3. Additional Work.
2 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. Additional work will be charged in accordance with the Fee Schedule as set forth in Exhibits “B” and “C.” 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 of Performance.
The term of this Agreement shall be from October 30, 2025, to October 30, 2026 (the “Term”), 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. A General Work and Timetable is provided in Exhibit D.
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.
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.
3 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 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.
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.
4 (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.
(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’ Compensation/Employer’s Liability
5 (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 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 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 and others required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required
6 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, 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:
7 (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.
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.
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.
8 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. 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.
9 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 termination 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.
19. Organization
Consultant shall assign Gregg Denson 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
10 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:
City of Upland
460 N. Euclid Avenue
Upland, CA 91786
Attn: Development Services Director
CONSULTANT:
Architerra Design Group
10221-A Trademark Str eet
Rancho Cucamonga, CA 91730
Attn. Gregg Denson
Title: Director of Design
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.
11 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. City’s Right to Employ Other Consultants
City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.
30. 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.
[SIGNATURES ON FOLLOWING PAGE]
12 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND
AND ARCHITERRA DESIGN GROUP
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF UPLAND ARCHITERRA, INC. d/b/a Architerra Design Group
By: By:
Michael Blay,
City Manager Its:
Printed Name:
ATTEST: ATTEST:
By: By:
Keri Johnson
City Clerk Its:
Printed Name:
APPROVED AS TO FORM:
By:
Best Best & Krieger, City Attorney
13 EXHIBIT A
Scope of Services
ADG agrees to perform professional services for the Client as set forth below for the Basic Fee as indicated:
A. Topographic Survey Phase (AE Group Engineers):
l. Collect record maps, centerline ties, benchmark and surrounding plan.
2. Survey crew to perform topographical field survey with elevations.
3. Provide survey in CAD/DWG format.
B. Conceptual Design Phase:
1. Project Kick-Off meeting with Client to discuss the project goals and schedules. (virtual)
2. Site Visit/Field Inventory to review existing conditions, opportunities and constraints. Identify all paving elements that are lifting, damaged and non- compliant.
3. Program Development.
4. Base Sheet Development. (1"=20' on 30"x42" sheet)
5. Preparation of informal tissue design sketches. 1-2 of proposed design solutions for review and comment by Client. Design sketches will also be used to discuss initial construction budgets.
6. Prepare image board of materials and planting for renovated Metrolink parking and station.
7. Design sketches/elevations of shade structure on elevated platform and iconic Upland signage and theme panels along the Metrolink boarding platform. (2-3 anticipated).
8. 3D Rendering of the site looking southwest from East A Street. (30 Ikon)
9. Preparation of budgetary estimate of probable construction cost.
10. Client design progress review meeting. {two virtual)
11. Joint Workshop with City Council/Planning Commission. (two Workshops)
12. Project Administration.
13. Telephone Consultation.
C. Construction Document Phase:
1. CAD Base Sheet Preparation at 10-scale, on two sheets, on City of Upland title block format.
2. Site Visit to review existing conditions and existing irrigation P.O.C.
3. Title Sheet Preparation.
14 4. Demolition Plan at 10-scale, two sheets.
5. Construction Plan Preparation for layout and detailing of hardscape parking lot slurry, shade structure, and monument & theme panels at 10- scale, two sheets.
6. Construction Detail Preparation.
7. Irrigation Plan Preparation 10-scale, on two sheets.
8. Irrigation Detail Preparation.
9. Prepare Water Efficiency Landscape Worksheet.*
10. Prepare 2 Irrigation Controller Charts. *
11. Planting Plan Preparation 10-scale, on two sheets.
12. Planting Detail Preparation.
13. Prepare Planting/Irrigation Hydro-zone Plan. *
14. Construction Specifications.
15. Irrigation & Planting Specifications.
16. Preparation of final Cost Estimate and Bid Form.
17. Provide Soils Test and Soils Management Report.*
18. Prepare Annual Irrigation and Planting Maintenance Schedule. *
19. Material/Furnishing Selection.
20. Package Coordination.
21. Client Progress Meetings. (two virtual)
22. Agency Plan Check Corrections.
23. Project Administration (Preparation of Bi-Weekly Status Report and Project Scheduling).
24. Telephone Consultation.
25. Utility Research (Irrigation Point of Connection, Pressure).
D. Electrical Engineering Provided by JCA:
1. Provide electrical construction documents reflecting existing parking lot pole light replacement, existing building exterior lighting replacement, new building exterior letter lighting, new sign uplighting, new shade structure lighting, power connection to irrigation controller(s) and theme panel lighting at existing site.
E. Structural Engineering Provided by RGSE:
l. Structural engineering services for the pilon monument (up to 15ft tall)
2. Structural engineering for a shade structure of approximately 400 sq. ft.
F. Bidding Assistance Phase:
l . Bidding assistance will be provided to the Client on an hourly as requested
15 or negotiated lump sum fee basis.
G. Construction Administration Phase:
l . Construction observation services will be provided to the Client on an hourly as requested or negotiated lump sum fee basis.
* Items required for AB 1881 California Water Efficient Landscape Ordinance.
During Project site visits ADG will generally review the progress of construction and to see of the work completed is generally consistent with the intent of ADG's Construction Documents. Although ADG may observe and identify potential problems, these visits are not construction inspections or a guarantee that there will not be construction deficiencies.
If the Scope of the Project as outlined above is changed materially, the Basic Fee shall be changed in the same proportion.
16 EXHIBIT B
Schedule of Charges/Payments
Consultant will invoice City on a monthly cycle. Consultant will include with each invoice a detailed progress report that indicates the amount of budget spent on each task. Consultant will inform City regarding any out-of-scope work being performed by Consultant. This is a time-and-materials contract.
Services described above shall be provided for in accordance with Exhibit A. The following is an estimate of the fee breakdown by Phase:
A. Civil Engineering: $12,000.00
B. Conceptual Design: $1 1,600.00
C. Construction Documents: $26,550.00
D. Electrical Engineering: $9,600.00
E. Structural Engineering: $7,000.00
F. Bidding Assistance: hourly as requested
G. Construction Administration: hourly as requested
Professional Fee Total: $66,750.00
Estimated Reimbursable Expenses* $500.00
Estimated Fee Total: $67,250.00
TASK PHASE WEEKS
A. Conceptual Design Phase 2-3
B. Construction Document Phase 3-4
*Consultant estimates that the cost of Reimbursable Expenses will be approximately the amount noted above. Reimbursable Expenses incurred are based on the demands/needs of the Client.
17 EXHIBIT C
Fee Schedule
REIMBURSABLE EXPENSES
The following costs shall be reimbursed at cost plus 15%:
• Expense of reproductions for generation of original drawings, plan check submittals and construction bidding, including printing, plotting, Xerox copying, photo reproductions.
• All automobile mileage shall be paid at the standard rate for business automobile use as set forth by the Internal Revenue Service. • Cost of postage and shipping expenses other than first class mail. • Photographic services, film and processing.
• Cost of models, special rendered exhibits, promotional photography, special process printing, special equipment, special printed reports or publications maps and documents approved in advance by Client.
• Agency Processing and fees paid for securing approval of agencies having jurisdiction over the Project. (Plan check fees, variance applications, etc.}. • Fees for additional special consultants retained with the approval of Client. • Outside Agronomical Soil Testing.
The following are the rates applicable to the Services provided by Consultant. If authorized by the Client and confirmed by ADG, ADG will also perform Additional Services on a time and material basis at the following rates:
Principal $200.00/Hour
Director $175.00/Hour
Project Manager $135.00/Hour
Landscape Designer $125.00/Hour
CAD Draftsman $100.00/Hour
Clerical $65.00/Hour
Additional Services Include but are not limited to:
1. Making planning surveys, feasibility studies, and special analyses of Client's needs to clarify requirements for project programming.
2. Master planning.
3. Site Planning.
4. Revisions and changes in approved drawings and the preparation alternatives or deductive change orders requested by Client.
5. Services with respect to replacement of any work damaged during construction.
18 6. Services required as a result of the default or insolvency of the contractor.
7. Preparation of record drawings or of measured drawings of existing conditions.
8. Providing prolonged construction observation should the construction time be substantially extended through no fault of ADG.
9. Opinions of probable construction costs.
l 0. Agency processing of completed plans if requested by Client.
LATE PAYMENT PENALTY
Client agrees to pay a monthly late payment penalty of one and one-half percent (1½%) per month, which will be applied to any unpaid balance commencing forty-five (45 days from City’s receipt of an invoice.
OPINIONS OF PROBABLE CONSTRUCTION COSTS
ADG has no control over the cost of labor, materials, or equipment, or over the Contractor's method of determining prices, or over competitive bidding or market conditions. Any Construction Cost estimates provided for herein are to be made on the basis of ADG's experience and qualifications. These opinions represent ADG's best judgment due to our familiarity with the construction industry. However, ADG cannot and does not guarantee that proposals, bids, or the construction cost will not vary from estimates prepared by ADG.
If the Client wishes greater assurance as to the construction cost, the Client shall employ an independent cost estimator.
DATE: October 13, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: ROBERT D. DALQUEST, DEVELOPMENT SERVICES DIRECTOR
DIANE COTTO, HOUSING MANAGER
SUBJECT: CONSIDER APPROVING AMENDMENT NO. 4 TO PROFESSIONAL SERVICES
AGREEMENT WITH YOUR PROPERTY SOLUTIONS FOR WEED ABATEMENT SERVICES
RECOMMENDED ACTION:
It is recommended that the City Council approve Amendment No. 4 to the Professional Services Agreement with Your Property Solutions for Weed Abatement Services to increase the compensation by $10,100 for a total amount of $60,000; and authorize the City Manager to execute the Amendment.
GOAL STATEMENT
The proposed action supports the City’s goal of reducing fire hazards and improving public health and safety b y addressing excessive weed growth and debris accumulation, which poses a public nuisance and a fire risk within various areas of the City.
BACKGROUND
The City of Upland administers a Weed Abatement Program in compliance with State Law and the Upland Municipal Code to maintain community safety and reduce fire hazards. The Program includes inspections, courtesy notices, notices to comply, notices to abate, and contractor services for abatement work on non -compliant parcels.
On December 22, 2022, City staff approved a Professional Services Agreement (PSA) with Your Property Solutions in the amount of $49,900 to implement the initial year 2023 Weed Abatement Program. The term of the Agreement was from January 3, 2023 to December 31, 2025, and stipulated the contract budget for calendar year 2024 and 2025 would be established as Amendments to the PSA.
The PSA has been amended on three separate occasions as follows: Amendment No. 1 was approved on February 14, 2023 to clarify the scope of work and budget requirements to better align with the program’s operational needs; Amendment No. 2 was approved on December 10, 2023 which established the calendar year 2024 budget amount of the agreement at $49,900 (907 hours); Amendment No. 3 was approved on December 22, 2024 which established the calendar year 2025 budget amount at $49,900 (907 hours).
Since that time, the City has experienced an increase in property-owner appeals, related legal inquiries and records requests which require additional inspection time, site documentation, and preparation of records in response to records requests and subpoenas. An additional $4,907.50 is needed to pay the final billing for the month of August, which exceeds the original scope of the contract.
ISSUES AND ANALYSIS
An additional amount of $10,100 is requested to pay the $4,907.50 overage and for potential future costs relative to legal inquiries and records requests that the consultant will need to research and respond in a timely manner. The additional amount will increase the total agreement to $60,000 and require City Council approval as it is over the City Manager’s signing authority. The additional amount requested may not be fully used before the agreement concludes on December 31, 2025.
This increase will provide sufficient resources for:
Additional site inspections in response to community complaints. Documentation and administrative support for property-owner challenges. Preparation and submittal of records required under subpoenas a nd legal proceedings.
As indicated previously, the current agreement is scheduled to end on December 31, 2025. Staff are sending out a request for qualifications (RFQ) and cost estimate to consulting firms that provide this service for future procurement of weed abatement services.
ENVIRONMENTAL DETERMINATION
The proposed action is exempt from the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable ind irect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in a physical change to the environment, directly or indirectly.
FISCAL IMPACTS
The total increase is $10,100. There are sufficient funds in the Weed Abatement Contract Services Account No. 1012202-5253.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
AMENDMENT NO. 4 TO PROFESSIONAL SERVICES AGREEMENT BETWEEN
CITY OF UPLAND AND
JULIE HERNANDEZ DBA YOUR PROPERTY SOLUTIONS
This AMENDMENT NUMBER 4 TO AGREEMENT FOR PROFESSIONAL SERVICES (“Amendment No. 4”) is made and entered into as of October 28, 2025, by and between the City of Upland, a municipal corporation (“City”) and Julie Hernandez, Consultant doing business as Your Property Solutions (“Consultant”), for the purpose of amending the written Agreement for Professional Services entered by the City and Consultant as of December 22, 2022, as amended by Amendment Nos. 1, 2 and 3 (“Agreement”). The City and Consultant are hereinafter individually described as “Party” and collectively as “Parties.”
WHEREAS, the City and Consultant entered into the original Agreement for Professional Services on December 22, 2022, for compensation in the maximum amount of $49,900 to provide weed abatement services; and
WHEREAS, the original Agreement has been amended on three separate occasions as follows: Amendment No. 1 was approved on February 14, 2023 to clarify the scope of work and budget requirements to better align with the program’s operational needs; Amendment No. 2 was approved on December 10, 2023 which established the calendar year 2024 amount of the agreement at $49,900 (907 hours); Amendment No. 3 was approved on December 22, 2024 which established the calendar year 2025 amount of compensation due Consultant at $49,900 (907 hours); and
WHEREAS, the City now desires to increase the not-to-exceed compensation amount due Consultant for calendar year 2025 to reflect Consultant’s increased level of service to the City and to ensure sufficient resources are available to respond to increased program demands, including without limitation complaints, appeals, and subpoenas.
NOW, THEREFORE, in consideration of the above recitals and the mutual covenants, conditions, and promises contained in this Amendment No. 4 and the Agreement, the Parties mutually agree as follows:
1. Compensation. Section 2 entitled “Compensation” of the Agreement is hereby amended to increase the not-to-exceed amount for the term ending December 31, 2025 from $49,900 to $60,000. Consultant shall perform the Services described in the Agreement and its exhibits, including without limitation assisting the City with appeals, legal inquiries, and subpoenas and Public Records Act requests, for total compensation not to exceed $60,000 for calendar year 2025.
3. Exhibit A. Exhibit A entitled “Proposal Letter” dated November 28, 2022, is hereby replaced with Exhibit A entitled “Scope of Work,” attached hereto as Exhibit A – Scope of Work and incorporated herein by reference.
4. Full Force and Effect. Except as expressly modified by this Amendment No. 4, all other terms, conditions and provisions of the Agreement remain in full force and effect, including without limitation the indemnity and insurance provisions.
5. Counterparts/Electronic Signature. This Amendment No. 4 may be executed in counterparts and transmitted electronically. Such signatures shall have the same effect as originals.
IN WITNESS WHEREOF, the Parties hereto have caused this Amendment No. 4 to be executed by their respective duly authorized agents as of the date first set forth above.
City of Upland Julie Hernandez
DBA, Your Property
Solutions(“Consultant”)
Michael Blay, City Manager Julie Hernandez
Date Date
ATTESTED BY:
Keri Johnson
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP City Attorney
Exhibit A
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 Upland 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):
___ 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.
_________________ _____________________________
Date Signature of authorized individual
_____________________________
Company/Applicant Name
(Levine Act definitions on reverse side)
x
x
October 6, 2025
Julie Hernandez, Your Property Solution
LEVINE ACT DISCLOSURE STATEMENT DEFINITIONS
Term Definition Law
Covered
"proceedings"
A proceeding to grant, deny, revoke, restrict, or modify a license, permit or other entitlement for use, that
does not solely involve purely ministerial decisions
and is:
(1) Applied for by the party;
(2) Formally or informally requested by the party; or
(3) A contract between the agency and the party or a
franchisee granted by the agency to the party, other
than a contract that is competitively bid, a labor
contract, or a personal employment contract.
FPPC Reg 18438.2(a)
Party
Any person who files an application for, or is the
subject of, a proceeding involving a license, permit, or other entitlement for use.
Gov. Code 84308(a)(1)
Participant
Any person who is not a party but who actively
supports or opposes a particular decision in a
proceeding involving a license, permit, or other
entitlement for use and who has a financial interest in the decision. A person actively supports or opposes a
particular decision in a proceeding if that person
lobbies in person the officers or employees of the
agency, testifies in person before the agency, or
otherwise acts to influence officers of the agency.
Gov. Code 84308(a)(2)
FPPC Reg 18438.4
Agent
A person who represents a party or participant for
compensation and appears before or otherwise
communicates with the governmental agency for the
purpose of influencing the pending proceeding. See
FPPC Reg 18438.3 for exceptions for certain
consultants.
FPPC Reg 18438.3
Competitively Bid
A contract required by law to be awarded to the lowest
responsible bidder with a responsive bid, or, if the
successful bidder refuses or fails to execute the
contract, to the next lowest bidder with a responsive
bid.
FPPC Reg
18438.2(a)(3)(A)
Labor Contract
A contract or agreement reached through collective
bargaining or with a representative group regarding
the salary, benefits, or terms and conditions under an
employment or retirement policy for employees or
retirees, including a project labor agreement entered
under Public Contract Code Section 2500.
FPPC Reg
18438.2(a)(3)(B)
Personal
Employment
Contract
A contract for employment, including the terms and
conditions of employment, between the agency and
an agency employee. A contract with an independent
contractor is NOT a personal employment contract.
FPPC Reg
18438.2(a)(3)(C)-(D)
DATE: October 27, 2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY, CITY MANAGER
PREPARED BY: ROBERT D. DALQUEST, DEVELOPMENT SERVICES DIRECTOR
CHRISTOPHER MORGAN, CITY BUILDING OFFICIAL
SUBJECT: SETTING A PUBLIC HEARING TO CONSIDER AN ORDINANCE TO ADOPT BY REFERENCE THE 2025 EDITION OF THE CALIFORNIA BUILDING CODES STANDARDS
RECOMMENDED ACTION:
It is recommended that the City Council hold first reading by title only, and introduce an Ordinance adopting by reference the 2025 California Building Standards Codes (Parts 1, 2, 2.5, 3, 4, 5, 6, 7, 8, 9, 10, 11, and 12, California Code of Regulations, Title 24); and set a public hearing for November 24, 2025 to consider adoption of the Ordinance.
GOAL STATEMENT
The proposed action supports the City’s goal to regulate and govern the safeguarding of life and property.
BACKGROUND
California Health and Safety Code require cities and counties to adopt building standards that are consistent with those contained in the California Building Standards Code. If local jurisdictions do not adopt such building standards, the provisions as published in the California Building Standards Code (Title 24) will become effective at the local level after 180 days from its publication date, or at a later date established by the California Building Standards Commission.
Without this proposed ordinance, Title 15 of the Upland Municipal Code would be pre -empted in its entirety and replaced with the State Building Standards Code.
At the time of adopting the State Buildings Standards into local ordinances, or anytime thereafter, the City may amend, add or repeal those regulations upon express findings that each of such modifications are “reasonably necessary because of local Climatic, Geological, or Topographical conditions.” The modifications cannot be less stringent than the State mandated standards. The modifications along with the justifications must be filed with the California Building Standards Commission to become legally binding.
ISSUES AND ANALYSIS
The State’s Health and Safety Code (Section 17958) mandates that the California Standards Commission adopt and publish the California Building Standards Code (Title 24 California Code of Regulations) every three years. The 2025 Edition of the California Code of Regulations Title 24, which incorporates the below-listed model codes, becomes effective statewide on January 1, 2026. The Ordinance would amend certain sections of Title 15 of the Upland Municipal Code by repealing and amending references to the prior editions of the Construction Codes.
The list below identifies the model codes upon which the 2025 Title 24 are based:
PART 1 – CALIFORNIA ADMINISTRATIVE CODE
PART 2 – CALIFORNIA BUILDING CODE
PART 2.5 – CALIFORNIA RESIDENTIAL CODE
PART 3 – CALIFORNIA ELECTRICAL CODE
PART 4 – CALIFORNIA MECHANICAL CODE
PART 5 – CALIFORNIA PLUMBING CODE
PART 6 – CALIFORNIA ENERGY CODE
PART 7 – CALIFORNIA WILDLAND URBAN INTERFACE CODE
PART 8 – CALIFORNIA HISTORICAL BUILDING CODE
PART 9 – CALIFORNIA FIRE CODE
PART 10 – CALIFORNIA EXISTING BUILDING CODE
PART – 11 CALIFORNIA GREEN BUILDING STANDARDS CODE
PART 12 – CALIFORNIA REFERENCE STANDARDS CODE
RELATIONSHIP OF TITLE 15, UPLAND MUNICIPAL CODE AND THE CALIFORNIA FIRE CODE AS
AMENDED AND ADOPTED BY THE SAN BERNADINO COUNTY FIRE DISTRICT
California Building Code Chapter 9 incorporates nearly identical code language as found in the California Fire Code with regards to code-required building fire sprinklers and alarms. Presently, ALL fire prevention and suppressi on services within the City of Upland are provided and maintained by the San Bernadino County Fire District. In order to reconcile any discrepancies between the Upland Municipal Code and the California Fire Code as amended and adopted by the San Bernadino County Fire District, Title 15 of Upland’s Municipal Code will be amended to adopt in its entirety by reference the California Fire Code as amended by the San Bernadino County Fire District.
The Ordinance does not contain any local amendments based on the City of Upland’s Climatic, Topographical, and Geological Conditions.
ENVIRONMENTAL DETERMINATION
The Ordinance is not a project under the California Environmental Quality Act (CEQA) pursuant to Section 15378 of the CEQA Guidelines. This section exempts projects that pertain to organizational or administrative activities of government that will not result in direct or indirect physical changes in the environment.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Not a Project.
ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF UPLAND
TO ADOPT BY REFERENCE, THE 2025 CALIFORNIA BUILDING
STANDARDS CODES (PARTS 1, 2, 2.5, 3, 4, 5, 6, 7, 8 9, 10, 11 AND 12, CALIFORNIA CODE OF REGULATIONS, TITLE 24) AND
SPECIFIC APPENDICES LISTED IN THESE MODEL CODES
WHEREAS, international construction codes and standards are developed, updated, and published periodically via a transparent public hearing process, by professional organizations consisting of architects, engineers, designers, code officials, specialized municipal inspectors, private industry experts, and State licensed contractors; and
WHEREAS, these codes and standards are adopted by the State of California and by local communities, and where applicable, with amendments; and
WHEREAS, the City of Upland has the authority to establish appropriate administrative building permit process amendments for the purposes of enforcing the State Building Standards Codes; and WHEREAS, the City Council of the City of Upland finds that specific conditions warrant certain amendments to the 2025 CALIFORNIA BUILDING STANDARDS CODES related to construction.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF UPLAND HEREBY ORDAINS AS FOLLOWS:
Section 1. Purpose. It is the purpose and intent of this Ordinance to adopt by reference the 2025 California Building Standards Codes (Parts 1, 2, 2.5, 3, 4, 5, 6, 7, 8, 9, 10, 11 and 12, California Code of Regulations, Title 24) with certain amendments.
Section 2. Adoption of California Codes by Reference: Chapter 15 of the Upland Municipal Code is hereby amended and the following Codes and certain appendix chapters referenced therein are adopted, regardless of the California Matrix Adoption Tables, and shall be known as the City of Upland Building Codes.
Chapter 15.04
CALIFORNIA ADMINISTRATIVE CODE
Section 3. 15.04.010 Part 1 - California Administrative Code The 2025 California Administrative Code is adopted by reference, in its entirety, as the City of Upland Building Regulation Administrative Standards.
Chapter 15.08
CALIFORNIA BUILDING CODE
Section 4. 15.08.010 Part 2 - California Building Code The 2025 California Building Code is adopted by reference, in its entirety, with Appendix H Signs, Appendix I Patio Covers, Appendix J Grading and Appendix Q Emergency Housing as the City of Upland Building Construction Standards.
Chapter 15.10
CALIFORNIA GREEN BUILDING STANDARDS CODE
Section 5. 15.10.010 Part 10 - California Green Building Standards Code
The 2025 California Green Building Standards Code is adopted by reference, in its entirety, as the City of Upland Green Building Construction Standards.
Chapter 15.12
CALIFORNIA MECHANICAL CODE
Section 6. 15.12.010 Part 4 - California Mechanical Code The 2025 California Mechanical Code is adopted by reference, in its entirety, as the City of Upland Mechanical Construction Standards.
Chapter 15.14
CALIFORNIA RESIDENTIAL CODE
Section 7. 15.14.010 Part 2.5 - California Residential Code The 2025 California Residential Code is adopted by reference, in its entirety, with Appendix BF Patio Covers, Appendix BM 3D Printed Building Construction, Appendix BO Existing Building and Structures, Appendix CI Swimming Pool Safety Act and Appendix CJ Emergency Housing as the City of Upland Residential Construction Standards.
Chapter 15.15
CALIFORNIA FIRE CODE
Section 8. 15.15.010 Part 9 - California Fire Code
The 2025 California Fire Code is adopted by reference to the 2025 California Fire Code as amended by the San Bernardino County Fire District.
Ordinance No.
Chapter 15.22
CALIFORNIA WILDLAND-URBAN INTERFACE CODE
Section 9. 15.22.010 Part 7 – California Wildland-Urban Interface Code
The 2025 California Wildland-Urban Interface Code is adopted by reference, in its entirety, as The City of Upland Wildland-Urban Construction Standards.
Chapter 15.24
CALIFORNIA PLUMBING CODE
Section 10. 15.24.010 Part 5 - California Plumbing Code The 2025 California Plumbing Code is adopted by reference, in its entirety, as the City of Upland Plumbing Construction Standards.
Chapter 15.28
CALIFORNIA ELECTRICAL CODE
Section 11. 15.28.010 Part 3 - California Electrical Code The 2025 California Electrical Code is adopted by reference, in its entirety, as the City of Upland Electrical Construction Standards.
Chapter 15.30
CALIFORNIA ENERGY CODE
Section 12. 15.30.010 Part 6 - California Energy Code
The 2025 California Energy Code is adopted by reference, in its entirety, as the City of Upland Energy Construction Standards.
Chapter 15.32
CALIFORNIA EXISTING BUILDING CODE AND CALIFORNIA HISTORICAL CODE
Section 13. 15.32.010 Part 10 and Part 8 - California Existing Building Code and Part 8 – California Historical Code.
The 2025 California Existing Building Code and California Historical Code are adopted by reference, in their entirety, as the City of Upland Existing Building and Historical Code Standards.