Ver. 5.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-12 Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims,public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Police/ Weapons Inventory: Department-owned
Professional Mag, Mfr, Yes: After
Standards& PD-075 weapons, personal weapons, alternate P OD, Ppr S/I QC&OD Department preference; GC§34090 Training weapons, secondary handguns, etc.
POLICE/SPECIAL SERVICES/QUALITY OF LIFE
Police/Special Community Outreach Programs, Public Events (IMPACT, Homeless Services, Code Minimum 2 Mag, Mfr, Yes: After Department preference; GC§34090 et Services/ PD-076 S/I
Enforcement, Park Rangers and Crime years OD, Ppr QC&OD seq.
Quality of Life
Prevention)
POLICE/SPECIAL SERVICES/RECORDS
Police/Special Indefinite-
Follows the Mag, Mfr, Yes: After Data Fields/Records are interrelated; Services/ PD-077 RMS Database Retention of the Yes OD, Ppr S/I QC&OD GC§34090 Records
Crime Report
Citations/ Notice of Violations/Citation
Police/Special Database(Parking,Traffic, Marijuana/ Mag, Mfr, Yes: After Services/ PD-078 Cannabis),Animal, Code Enforcement, 2 years OD, Ppr S/M/I QC&OD GC§34090 et seq.
Records Administrative Citations (Includes requests
for dismissals, cancellations,/appeals.
CRIME REPORTS/SEALED RECORDS:
Police/Special Yes: Mag, Mfr, Yes: After Services/ PD-079 Sealed Juvenile Cases-Childhood P Before OD, Ppr S/M/I QC&OD f Records Sexual Assault After January 1, 2024 Disposition CRIME REPORTS/SEALED RECORDS:
Police/Special Yes: Department preference to accommodate Services/ PD-080 Age of Majority Before Mag, Mfr, Yes: After S/M/I statute of limitations for victims; CCP
Records Sealed Juvenile Cases-Childhood +22 years Disposition OD, Ppr QC&OD §§340.1, GC§34090 Sexual Assault Before January 1, 2024
Department preference; Pursuant to PC
Police/Special P, §457.1 et seq.; required to register for Services/ PD-081 Registrants: Arson Registrations: Adults or Death of Mag, Mfr, S/ I Yes: After life; If released from DOJJ, records are Records Registrant OD, Ppr QC&OD destroyed after age 25 or sealing pursuant to W&I §781; GC§34090.7
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-13 Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims,public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Police/Special Registrants: Arson Registrations: Age 25 or Pursuant to PC§457.1 et seq.; If Mag, Mfr, Yes: After released from CYA, records are
Services/ PD-082 Juveniles released from Division of Sealing Date+ S/I Records Juvenile Justice 5 years OD, Ppr QC&OD destroyed after age 25 or sealing pursuant to W&I §781; GC§34090.7
CRIME REPORTS/SEALED RECORDS: Per Court Order
Police/Special (Subject 26 Yes: Mag, Mfr, Yes: After Services/ PD-083 years old/ Before S/M/I W&I §§389(a), 781(d), GC§34090; Records Sealed Juvenile Cases Sealing Date+ Disposition OD, Ppr QC&OD Except Sealed Childhood Sexual Assault 5 years)
CRIME REPORTS: Department preference to facilitate Police/Special Yes:
Until Found or Mag, Mfr, Yes: After Three Strikes law and ease of document Services/ PD-084 Before S/M/I
Lost/Stolen Firearms entered into CLETS Recovered OD, Ppr QC&OD imaging administration; PC§ 11108.2(b); Records (if not Permanent Retention) Disposition GC§34090 CRIME REPORTS: Department preference; DOJ retains CACI (Child Abuse Central Index)
Police/Special Yes: information for adults 100 years; Most ALL Capital Crimes, Homicide, Child Mag, Mfr, Yes: After Services/ PD-085 P Before S/M/I have no limitations on commencement Records Abuse(substantiated), Elder Abuse Disposition OD, Ppr QC&OD of action; PC§§261, 286, 288, 288a, (substantiated),/Sexual Assault(Rape),
Arson (Suspected/Undetermined) 288.5, 289, 289.5, and 799; 803(h), 11169 et seq.; 11170(a);WIC 707(b)
CRIME REPORTS: No Further
Police/Special Report on Yes: Mag, Mfr, Yes: After Services/ PD 086 Child Abuse/Neglect Investigation Reports Suspected Before OD, Ppr S/M/I QC&OD PC§§11169(c),11170(a)(3) Records Unsubstantiated/Inconclusive Abuser+ 10 Disposition years
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-14 Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims,public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Department preference; Provided there
are no outstanding warrants,
CRIME REPORTS: unrecovered identifiable items, criminal Police/Special Yes: deaths,they are not historically Minimum 10 Mag, Mfr, Yes: After
Services/ PD-087 Except those specifically mentioned in years Before OD, Ppr S/M/I QC&OD significant, and it is not classified under Records the schedule(ALL Others, Including Disposition PC§800&290; Stat. of Limit. is 2 yrs; Felonies/Misdemeanors) Destroy juvenile marijuana after age18; H&S§11361.5, GC§34090, PC§802,
PC§§187, 800 et seq.
CRIME REPORTS:
Misdemeanor/Infraction -Adult Conviction or
Police/Special Yes:
Marijuana/Cannabis- HS Arrest(If No Mag, Mfr, Yes: After ("Shall" Destroy); GC§§68152(c)(8); Services/ PD-088 §11357(b)(c)(d)(e)/HS§11360(b)(with Conviction)+2 Before OD, Ppr S/M/I QC&OD H&S§11361.5 Records Disposition
procedure in HS§11361.5)- Except those years
with outstanding stolen property, including
firearms,/lost firearms
CRIME REPORTS:
Police/Special 2 years or Yes:
Misdemeanor/Infraction -Juvenile Mag, Mfr, Yes: After If no subsequent conviction ("Shall" Services/ PD-089 Marijuana/Cannabis- HS§11357(E) Juvenile 18 Before OD, Ppr S/M/I QC&OD Destroy); H&S§11361.5 Records years old Disposition
Except those with outstanding stolen
property, including firearms,/lost firearms
CRIME REPORTS:
Police/Special Yes: (Courts and other Agencies"Shall" Misdemeanor/Infraction Marijuana/ Offender is 18 Mag, Mfr, Yes: After Services/ PD 090 Cannabis §11357(de)-Juvenile on Years Old Before OD, Ppr S/M/I QC&OD destroy); H&S§ 11361.5 et seq., Records Disposition 11357(e)
School Grounds during School Hours
(with procedure in HS§11361.5)
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-15 Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd? _
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims,public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
P
(If Returned,
Police/Special CRIME REPORTS: Yes:
Follows the Mag, Mfr, Yes: After
Services/ PD-091 Retention for Before OD, Ppr S/M/I QC&OD Department preference; GC§34090 Records Missing Persons the Crime Disposition Report)
CRIME REPORTS:
Police/Special Yes: Individual petitions District Attorney; Factually Innocent Petition Accepted Date of Arrest+ Mag, Mfr, Yes: After Sheriff concurs that person is factually Services/ PD-092 Records Sealed Pending Destruction- 3 years Before OD, Ppr S/M/I QC&OD innocent, then seals record ("Shall" Records Except those with outstanding stolen Disposition Destroy); GC§34090; PC§851.8(a) property, including firearms,/lost firearms
CRIME REPORTS:
Police/Special Yes: Individual petitions Court("Shall" Vacatur Relief Granted by Court-Victim of Court Order+ 1 Mag, Mfr, Yes: After Services/ PD-093 Human Trafficking,/Victim of Intimate year Before OD, Ppr S/M/I QC&OD Destroy); GC§34090; PC§§236.14(k); Records Disposition 236.15(k)
Partner Violence/Sexual Violence
(Nonviolent Crimes)
State of Crime Statistics/National Incident-Based When No California/ PD-094 Reporting System (NIBRS)/Uniform Crime Longer Mag, Mfr, S/M/I Yes: After Entered Directly into DOJ's portal (a Department of Reports (UCR)-Summaries(BCS) Required OD, Ppr QC&OD State record) Justice
State of When No
California/ PD 095 Department of Justice Validation Lists Longer Mag, Mfr, S/M/I Yes: After Entered Directly into DOJ's portal (a Department of Required OD, Ppr QC&OD State record) Justice
Police/Special Mag, Mfr, Yes: After
Services/ PD-096 Livescan Application Forms/Logs 2 years OD, Ppr S I I QC&OD GC§34090 Records
Police/Special When No Mag, Mfr, Yes: After These are copies/printouts from the Services/ PD-097 Local Criminal History Checks Longer S/ I OD, Ppr QC&OD RMS database; GC§34090 et seq.
Records Required
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: POLICE Page PD-16 Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd? _
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims,public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Police/Special Pawn Slips/Secondhand Dealer Mag, Mfr, Yes: After Services/ PD-098 Transaction Records 2 years OD, Ppr S/ I QC&OD GC§34090 Records
Restraining Orders, Emergency Protective
Court or District Orders, Temporary Restraining Orders, Expiration of Mag, Mfr, Yes: After Attorney PD-099 Legal Stipulations, Orders After Hearing the Order OD, Ppr S/M/I QC&OD Not a City record (When Not filed with the case file)
Court or District Subpoenas-Civil, Criminal, Subpoenas Mag, Mfr, Yes: After Department preference; Court or District Attorney PD-100 Duces Tecum 2 years OD, Ppr S/I QC&OD Attorney records; GC§34090 et seq.
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-1 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
PUBLIC WORKS/ADMINISTRATION
Public Works/ Expiration + Mag, Yes: After Administration PW-001 Bicycle Locker Rentals (Key Deposits) 2 years Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
Public Works/ Mag, Yes: After
Administration PW-002 Memorial Bench Dedication Applications P Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
PUBLIC WORKS/ENGINEERING(Capital Improvement Projects) I Capital Improvement Projects (CIP):
Administration File/Construction
Management
Completion +
10 years or Some grant funding agencies require
Project Administration, Certified Payrolls, After Funding audits; Statute of Limitations for Errors& Certificate of Compliance, Construction Mag, Omissions is 10 years; Statute of Public Works/ Agency Yes: Until Yes: After PW-003 Manager's Logs, Correspondence, Costs, Mfr, OD, S/I Limitations: Contracts&Spec's=4 years, Engineering Estimates, Daily Inspections, Permits for Audit, if Completed Ppr QC&OD Wrongful Death=comp. +5 years, required,
Construction, Preliminary Notices, Project whichever is Developers=comp. + 10 years; CCP§337 Schedules, Public Relations, Meeting Agendas longer et. seq., GC§34090 /Minutes, Monthly Reports, Notices, Real
Estate Appraisals, RFIs/RFPs/RFQs , Safety.
SWPPP/WPCP, etc.
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-2 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media 1=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Capital Improvement Projects (CIP):
Permanent File
Department preference; retained for
Plans, Specifications/Addenda, Successful disaster preparedness purposes; Final Public Works/ Proposal, Change Orders, EIRs, Negative Yes: Until Mag, Yes: After environmental determinations are Engineering PW-004 Declarations, Categorical Exemptions, Materials P Completed MfrP OD, S/I QC&OD required to be kept a"reasonable period Testing Reports, Grading Permits, Hazardous p of time"; 14 CCR§15095(c); CCP§337 Materials, Notice of Completion, Photos, et. seq., GC§34090 Record Drawings, Shop Drawings, Soils
Reports, Studies, Submittals, Surveys, etc.
Capital Improvement Projects (CIP):
ag,
Public Works/ PW 005 Design/Construction Standards-Authored P Mf�, OD, S/I Yes: After Department preference; GC§34090 Engineering by the City for Construction of City Ppr QC&OD Infrastructure (CIP/Land Development)
Not all internal communications and
Capital Improvement Projects (CIP): notes are required to be saved; "E-mails Environmental Determinations: that do not provide insight into the project CEQA Correspondence/internal staff notes Project or the agency's CEQA compliance with Public Works/ that provide insight into the project/the Approval or Mag, Yes: After respect to the project—are not within the PW-006 Mfr, OD, S/I
Engineering agency's CEQA compliance with respect to the Denial QC&OD scope of section 21167.6, subdivision (e) project Environmental Impact Reports(EIRs), +2 years Ppr and need not be retained." Golden Door Negative Declarations, etc.) /CEQA Properties, LLC v. Superior Court of San Diego County(2020)53 Cal.App.5th 733;
PRC 21167,6; GC§34090
Public Works/ Drawings, Maps Record Drawings, Large- Mag, Yes: After Engineering PW-007 Format Drawings, Survey Record Maps, P Yes(all) Mfr, OD, S/I QC&OD Drafts should be destroyed; GC§34090 Capital Improvement Project "As-Built" Ppr
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-3 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works/ Yes: Until Mag, Yes: After Engineering PW-008 Grading Plans P Completed Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
Public Works/ Public Works Committee Minimum 2 Mag, Yes: After Engineering PW-009 AGENDAS/STAFF REPORTS/MINUTES years Mfr, OD, S/I QC&OD Department preference; GC§34090 r
ag,
Public Works/ PW 010 Public Works Committee P Mfr, OD, S/I Yes: After GC§34090(e) Engineering MINUTES Ppr QC&OD
Public Works Committee- Recordings-
Public Works/ PW 011 AUDIO RECORDINGS of Meetings/Audio Minimum 2 Mag Department preference; Audio Required Engineering Tapes years for 30 days; GC§54953.5(b) Recorded Documents/Real Property: Mag, Yes: After City Clerk PW-012 Easements, Right of Ways,Abandonments/ P Mfr, OD, S/I QC&OD GC§34090(a) Vacation, Liens/Lien Releases Ppr
Public Works/ Mag, Yes: After
Engineering PW-013 Surveys, Record of Survey P Yes (all) Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
ag,
Public Works/ PW-014 Traffic Signal Maintenance Minimum 10 Mfr, OD, S/I Yes: After Department preference; GC§34090 Engineering years Ppr QC&OD
PUBLIC WORKS/ENVIRONMENTAL
Department preference; Monitoring
Public Works/ FOG(Fats, Oil/Grease) Inspections/ Mag, Yes: After records required for 3 years;40 CFR Environmental PW-015 Pretreatment Annual/Quarterly Reports 3 years Mfr, S/I QC&OD §§122.21, 122.41;40 CFR 403.12; GC §34090
Department preference; Monitoring
Public Works/ Expiration + Mag, Yes: After records required for 3 years;40 CFR Environmental PW-016 Industrial Waste Permits 3 years Mfr, PpOD, S/I QC&OD §§122.21, 122.41;40 CFR 403.12; GC §34090
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-4 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Department preference; Monitoring
Public Works/ Mag, Yes: After records required for 3 years;40 CFR Environmental PW-017 Industrial Waste Pretreatment Files 3 years MfrPpOD, S/I QC&OD §§122.21, 122.41;40 CFR 403.12; GC §34090
ag,
Public Works/ PW-018 Lab Reports/Chains of Custody: Wastewater Minimum 5 Mfr, OD, S/I Yes After Department preference; GC§34090 Environmental years Ppr QC&OD
Public Works/ Landfill (closed)Methane Gas Monitoring, Mag, Yes-After Environmental PW 019 Groundwater Well Monitoring P MfrPpOD, S/I QC&OD Department preference; GC§34090 r
Mag, Department preference; Federal mandate
Public Works/ Expiration + Yes-After
Environmental PW-020 NPDES Permits/Stormwater Permits 5 years Mfr, OD, S/I QC&OD is 3 years; 40 CFR§§122.21, 122.41, Ppr 122.44; CCP§337 et seq.
Mag, Department preference; Federal mandate
Public Works/ NPDES Reports/Stormwater Monitoring Yes-After Environmental PW-021 Reports 5 years Mfr, OD, S/I QC&OD is 3 years; 40 CFR§§122.21, 122.41, Ppr 122.44; CCP§337 et seq.
Prop. 218 (Property Based Fee Increases) -
Public Works/ Notices/Mailing lists Mag, Yes: After Environmental PW-022 (City Clerk maintains protest letters/ 2 years MfPpOD, S/I QC&OD GC§53753(e)(2) r
tabulations)
I
Required for a minimum of 5 years; 40
ag,
Public Works/ PW 023 Sanitary Spills/Overflows(SSOs) 5 years Mf�, OD, S/I Yes: After CFR 122.41(j)(2); SWRCB Order 2022- Environmental Ppr QC&OD 0103-DWQ;40 CFR 122.41(j)(2); GC §34090
Public Works/ Sewer Odor Complaints/Gas Detection Mag, Yes: After Environmental PW-024 Results/Investigations 5 years Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-5 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Department preference; SSMPs and
Sewer System Management Plans (SSMP)/ compliance documentation are required Mag, to be retained for 5 years (updates are
Public Works/ Audits/Sanitary Spills Overflow Prevention Superseded Yes: After Environmental PW-025 Plan (SSOPP)/Sanitary Sewer Overflow + 5 years Mfr, OD, S/I QC&OD required every six(6)years); SSOs are Response Plan Ppr required for a minimum of 5 years;40 CFR 122.41(j)(2);SW RCB Order 2002-
0103-DWQ; GC§34090
PUBLIC WORKS/OPERATIONS/FACILITIES, PARK, SEWER, STORM DRAIN, STREETS Work Orders/Service Requests/Service Data is interrelated; Databases where Division Indefinite- Mag, sewer records may be stored are Orders- CRM/CMMS DATABASE Yes: After
Providing PW-026 Minimum 5 Yes Mfr, OD, S/I required for 5 years; SWRCB Order 2022- Service/Work (Computerized Maintenance Management years Ppr QC&OD 0103-DWQ; CCP§§338 et seq., 340 et System)
seq., 342, GC§34090
Work Orders/Service Requests/Service
Division Orders -All Information Entered in CRM/ When No Mag, Yes: After Preliminary drafts (the database is the Providing PW-027 CMMS Database Longer Mfr, OD, S/I QC&OD original); GC§34090 Service/Work Required Ppr
(Paper drafts)
I
Work Orders/Service Requests/Service
Orders- NOT entered in CRM/CMMS
Division Database(/partial information entered into Mag, May contain sewer records,which are Providing PW-028 CMMS Database) 5 years Mfr, OD, S/I Yes: After required for 5 years; SWRCB Order 2022 Service/Work (Division providing service retains originals; Ppr QC&OD 0103-DWQ; CCP§§338 et seq., 340 et Division requesting service is considered a seq., 342, GC§34090 copy)
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-6 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Capital Improvement Projects (CIP): Completion + Department preference-meets municipal 5 years or
MAINTENANCE-ONLY PROJECTS-No government auditing standards; Statute After Funding
Change in Infrastructure(HVAC,etc.) Mag, of Limitations for Errors&Omissions not Public Works/ Agency Yes: Until Yes: After PW-029 Mfr, OD, S/I applicable; Some grant funding agencies Operations Audit, if Completed QC&OD All Final Records(Plans, RFP/Specifications/ Ppr require audits; Statute of Limitations:
Addenda, Successful Proposal, Change required, Contracts&Spec's=4 years, CCP§337 whichever is
Orders, Notice of Completion, Photos, etc.) longer et. seq., GC§34090 Public Works/ Graffiti Abatement Work Sheets/Authorizations Minimum 2 Mag, Yes: After Operations PW-030 from Property Owners years MfrPpOD, S/I QC&OD GC§34090 r
Department preference(agricultural
ag,
Public Works/ PW-031 Herbicide/Pesticide Application Forms 2 years Mf�, OD, S/I Yes: After pesticide records are required for 2 Operations Ppr QC&OD years); GC§34090; GC§34090; 3 CCR _ 6623,40 CFR 110.3(d)
Life of ag,
Public Works/ PW-032 Operations/Maintenance Manuals (0 and M Facility or MM, OD, S/I Yes: After Department preference; GC§34090 et.
Lead Div. Manuals) Equipment Ppr QC&OD seq.
Logs: Pothole Repairs, Playground Equipment Mag, Public Works/ Yes: After
PW-033 Repairs, Sidewalk Repair, Weed Abatement, 5 years Mfr, OD, S/I Department preference; GC§34090 Operations etc. Ppr QC&OD
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-7 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Previous SDS/MSDS may be obtained
from a service; SDS/MSDS may be
destroyed as long as a record of the
Safety Data Sheet(SDS)/ Material Safety Data chemical/substance/agent,where& Public Works/ Sheet(MSDS)/Chemical Use Report Form/ Mag, Yes: After when it was used is maintained for 30 PW-034 30 years Mfr, OD, S/I
Lead Div. records of the chemical/substance/agent, P r QC&OD years;Applies to qualified employers; where/when it was used p Claims can be made for 30 years for toxic substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC§34090
Public Works/ Sidewalk Maintenance, Grinding,Asphalt Mag, Yes: After Operations PW-035 Ramping (Logs/Forms) 5 years Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
Indefinite- Mag,
Public Works/ Yes: After
PW-036 Tree DATABASE (West Coast Arborists) Minimum 5 Mfr, OD, S/I Data is interrelated; GC§34090 Operations years Ppr QC&OD
ag,
Public Works/ PW-037 Tree Maintenance, Trimming,Arborists Reports 5 years Mfr, OD, S/I Yes: After Department preference; GC§34090 Operations Ppr QC&OD
Public Works/ Tree Trimming or Removal Applications from Expiration + Mag, Yes: After Operations PW-038 Residents 2 years Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
Department preference; entered into
DigAlert Software the Excavator,
Public Works/ Minimum 3 Mag, Yes: After Operator and the Regional Notification Lead Div. PW-039 Underground Service Alerts (USA's)/Dig Alerts years MfrPpOD, S/I QC&OD Center all have an obligation to retain the notice for 3 years; GC§§4216.2(f)GC
§34090
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-8 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
PUBLIC WORKS/OPERATIONS/FLEET SERVICES
Data is interrelated; Databases where
Public Works/ Indefinite- Mag, sewer records may be stored are Operations/ PW-040 Fleet Maintenance Database Minimum 5 Yes Mfr, OD, S/I Yes: After required for 5 years; SWRCB Order 2022- Fleet Services years Ppr QC&OD 0103-DWQ; CCP§§338 et seq., 340 et seq., 342, GC§34090
Public Works/ Mag,
Operations/ PW-041 Air Quality Management District(APCD/ Issue Date + Mfr, OD, S/I Yes: After 40 CFR 70.6; GC§34090 Fleet Services AQMD) Permits-for Generators, etc. 5 years Ppr QC&OD Public Works/ Fleet- Pre-Trip Inspections/Vehicle Safety Mag, Yes: After Operations/ PW-042 Checks/Daily Vehicle Inspections/Daily 2 years Mfr, OD, S/I GC§34090; 13 CCR 1234(c) Fleet Services Equipment Checks Ppr QC&OD Public Works/ Mag, Yes: After
Operations/ PW-043 Fleet-Tire Disposal/Waste Manifests 3 years Mfr, OD, S/I QC&OD 14 CCR 18459.3; GC§34090 Fleet Services Ppr
Public Works/ Mag, Yes: After 22 CCR 66266.130(c)(5), H&S Operations/ PW-044 Fleet- Used Oil Disposal Manifests 3 years Mfr, OD, S/I QC&OD §25250.18(b), 25250.19(a)(3)et seq.
Fleet Services Ppr
Department preference; If a motor carrier,
Disposal of required for 18 months after vehicle is Public Works/ Fleet-Vehicle/Equipment History Files Vehicle or Mag, Yes: After sold; CHP requires life of vehicle; OSHA Operations/ PW-045 Equipment+ Mfr, OD, S/I QC&OD requires 1 year; 8 CCR§3203(b)(1); 49 Fleet Services Maintenance, Brakes, Smog Certificates, etc. 2 years Ppr CFR 396.21(b)(1);49 CFR 396.3; CCP §337 et. seq., 3 CCR 1234(f); GC
§34090
Public Works/ Mag, Yes: After APCD Rule 1470; Form 400—E-13a Operations/ PW-046 Generator Operation Logs/Inspections 5 years Mfr, OD, S/I QC&OD instructions; GC§34090 Fleet Services Ppr
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-9 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works/ Mag, Consistent with CHP requirements; Operations/ PW-047 Inspections/Audits by the CHP(Fleet) 5 years Mfr, OD, S/I Yes: After OSHA requires 1 year; 8 Ca. Code Reg.
Fleet Services Ppr QC&OD §3203(b)(1); GC§34090 Public Works/ Expiration of Mag,
Operations/ PW-048 Pressure Vessel Certifications/Permits(Air Certificate or Mfr, OD, S/I Yes: After Department preference; GC§34090 et.
Fleet Services Compressors, Propane, etc.) Permit Ppr QC&OD seq.
Previous SDS/MSDS may be obtained
from a service; SDS/MSDS may be
destroyed as long as a record of the
Safety Data Sheet(SDS)/ Material Safety Data chemical/substance/agent,where& Public Works/ Sheet(MSDS)/Chemical Use Report Form/ Mag, Yes: After when it was used is maintained for 30 PW-049 30 years Mfr, OD, S/I
Lead Div. records of the chemical/substance/agent, P r QC&OD years;Applies to qualified employers; where/when it was used p Claims can be made for 30 years for toxic substance exposures; 8 CCR
3204(d)(1)(B)(2 and 3), 29 CFR
1910.1020(d)(1)(i), GC§34090
Public Works/ Sale or Given to Auction House/New Owner; Operations/ PW-049.5 Vehicle Titles (Pink Slips) Disposal Ppr GC§34090 Fleet Services
PUBLIC WORKS/SOLID WASTE AND RECYCLING
AB 939 Compliance/SB 1383 Compliance
(Organic Waste Collection/Recycling) . Department preference; required for 5 CalRecycle Annual Waste Diversion Report/ years; Low-Carbon Fuel Standard Public Works/ Mag,
Form 303 report(HHW report) Household Yes: After regulations credits can be received for 10 Solid Waste and PW-050 S/I
Hazardous Waste Reports/CaIREcycle Used 10 years Mfr, OD, QC&OD years, and are eligible for an extension; Recycling Oil report/CaIREcycle Bottles/Cans report/ Ppr 14 CCR 18812.4, 14 CCR§ 18995.2; Construction Waste Management Forms, State H&S§39730.7; GC§34090 Waste Reduction Reports, etc.
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-10 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
PUBLIC WORKS/UTILITIES/ADMINISTRATION
Public Works/ Mag, Yes: After
Utilities/Water PW-051 Water Rights P Mfr, OD, S/I QC&OD Department preference; GC§34090 Use Efficiency Ppr
Public Works/ Water Supply Assessments, Studies, Reports/ Mag' Yes: After Utilities/Water PW-052 Stream Studies/Flow/Water Planning Studies P Mfr, OD, S/I QC&OD Department preference; GC§34090 Use Efficiency Ppr
Public Works/ Mag, Yes: After Department preference(5 years is Utilities/Water PW-053 Water System Variances P Mfr, OD, S/I QC&OD required); 22 CCR§64470; GC§34090 Use Efficiency Ppr
PUBLIC WORKS/UTILITIES/WASTEWATER COLLECTIONS
Work Orders/Service Requests/Service Data is interrelated; Databases where Division Orders CRM/CMMS DATABASE Indefinite- Mag, Yes: After sewer records may be stored are Providing PW-054 (Computerized Maintenance Management Minimum 5 Yes Mfr, OD, S/ I QC&OD required for 5 years; SWRCB Order 2022- Service/Work System) years Ppr 0103-DWQ; CCP§§338 et seq., 340 et seq., 342, GC§34090
Work Orders/Service Requests/Service
Division Orders -All Information Entered in CRM/ When No Mag, Yes: After Preliminary drafts (the database is the Providing PW-055 Longer Mfr, OD, S/I
Service/Work CMMS Database Required Ppr QC&OD original); GC§34090 (Paper drafts)
Work Orders/Service Requests/Service
Orders- NOT entered in CRM/CMMS
Division Database(/partial information entered into Mag, May contain sewer records,which are Providing PW-056 CMMS Database) 5 years Mfr, OD, S/I Yes: After required for 5 years; SWRCB Order 2022 Service/Work (Division providing service retains originals; Ppr QC&OD 0103-DWQ; CCP§§338 et seq., 340 et Division requesting service is considered a seq., 342, GC§34090 copy)
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-11 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works/
ag,
Utilities/ PW-057 CCTV Videos of Sewer Lines 5 years Mfr, OD, S/I Yes: After Department preference; GC§34090 Wastewater Ppr QC&OD
Collections
Mag, Yes: After 8 CCR 5157(d)(14)&(e)(6); 29 CFR
Lead Dept. PW-058 Confined Space Entries/Hot Work Permits 2 years Mfr, OD, S/I QC&OD 1910.146(e)(6)GC§34090 Ppr
Public Works/ Department preference; exceeds Utilities/ Mag, Yes: After SWRCB Cross-Connection Control Policy Wastewater PW-059 Cross-Connection/Backflow Test Reports 5 years Mfr, OD, S/I QC&OD Handbook Section 3.5.1 requires records Collections Ppr be retained for the previous three calendar years; GC§34090
Department preference; entered into
DigAlert Software; the Excavator,
Mag, Yes: After Operator and the Regional Notification Lead Dept. PW-060 Underground Service Alerts (USA's)/Dig Alerts 3 years Mfr, OD, S/ I QC&OD Center has the obligation to retain the Ppr notice for 3 years; GC§§4216.2(f); GC
§34090
PUBLIC WORKS/UTILITIES/WATER DISTRIBUTION
Work Orders/Service Requests/Service Data is interrelated; Databases where Division Indefinite- Mag, sewer records may be stored are Orders- CRM/CMMS DATABASE Yes: After
Providing PW-061 Minimum 5 Yes Mfr, OD, S/I required for 5 years; SWRCB Order 2022- Service/Work (Computerized Maintenance Management QC&OD years Ppr 0103-DWQ; CCP§§338 et seq., 340 et System) seq., 342, GC§34090
Work Orders/Service Requests/Service
Division Orders -All Information Entered in CRM/ When No Mag, Yes: After Preliminary drafts (the database is the Providing PW-062 CMMS Database Longer Mfr, OD, S/I QC&OD original); GC§34090 Service/Work Required Ppr
(Paper drafts)
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-12 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Work Orders/Service Requests/Service
Orders NOT entered in CRM/CMMS May contain sewer records,which are Division Database(/partial information entered into Mag, Yes: After required for 5 years; SWRCB Order 2022- Providing PW-063 CMMS Database) 5 years Mfr, OD, S/I QC&OD 0103-DWQ; CCP§§338 et seq., 340 et Service/Work (Division providing service retains originals; Ppr seq., 342, GC§34090 Division requesting service is considered a
copy)
Public Works/ Indefinite Mag, Data is interrelated; Databases where Utilities/Water PW-064 SCADA Database (Water) Minimum 5 Mfr, OD, S/I Yes: After sewer records may be stored are Distribution years Ppr QC&OD required for 5 years; SWRCB Order 2022- 0103-DWQ; GC§34090
Department preference; exceeds
Mag, SWRCB Cross-Connection Control Policy
Water /Lead Yes: After
PW-065 Cross-Connection/Backflow Test Reports 5 years Mfr, OD, S/I Handbook Section 3.5.1 requires records Div. QC&OD Ppr be retained for the previous three calendar years; GC§34090
Public Works/ Fire Hydrant Pressure/Water Pressure Minimum 10 Mag, Yes: After Utilities/Water PW-066 Measurements, Fire Flow Pressure Test, Flush/ years Mfr, OD, S/I QC&OD Department preference; GC§34090 Distribution Valve Exercise Records Ppr UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-13 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Previous MSDS may be obtained from a
service; MSDS may be destroyed as long
as a record of the chemical/substance/
Safety Data Sheet(SDS)/Material Safety Data agent, where&when it was used is Sheet(MSDS)/ Chemical Use Report Form (/ Mag, Yes-After maintained for 30 years;Applies to Lead Dept. PW-067 records of the chemical/substance/agent, 30 years Mfrr, S/I OD, QC&OD qualified employers; Claims can be made where/when it was used) p for 30 years for toxic substance exposures; 8 CCR 3204(d)(1)(B)(2 and
3), 29 CFR 1910.1020(d)(1)(i), GC
§34090
Department preference; entered into
DigAlert Software; the Excavator,
Mag, Yes-After Operator and the Regional Notification Lead Dept. PW-068 Underground Service Alerts (USA's)/Dig Alerts 3 years Mfr, OD, S/I QC&OD Center has the obligation to retain the Ppr notice for 3 years; GC§§4216.2(f); GC
§34090
PUBLIC WORKS/UTILITIES/WATER TREATMENT PLANT(POTABLE WATER) Mag, Yes-After 8 CCR 5157(d)(14)&(e)(6); 29 CFR
Lead Dept. PW-069 Confined Space Entries/Hot Work Permits 2 years Mfr, OD, S/I QC&OD 1910.146(e)(6)GC§34090 Ppr
Public Works Corrective Actions(As a Result of a Violation) - Resolution + Mag' Yes-After Utilities/Water PW-070 Potable Water 3 years Mfr, OD, S/I QC&OD 40 CFR 141.33(b)(2); 22 CCR§64470 Treatment Plant Ppr
Public Works Lab Reports/Chains of Custody: Potable Minimum 5 Mag' Yes-After Department preference;40 CFR Utilities/Water PW-071 S/I
Water Bacteriological/Organics years Mfr, OD, QC&OD 141.33(a)and (b)(1); 22 CCR§64470 Treatment Plant Ppr
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-14 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media 1=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Lab Reports/Chains of Custody: Potable
Public Works Water Chemical (Includes Chlorine Residuals, Minimum 10 Mag' Yes-After Department preference(10 years is Utilities/Water PW-072 required);40 CFR 141.33(a); 22 CCR Disinfectant Residuals, Disinfection Byproducts, years Mfr, OD, S/I QC&OD Treatment Plant Ppr §§64470, 64537 64692 /Disinfection Byproduct Precursors)
Public Works Mag, Required for 12 years or 2 compliance Lab Reports/Chains of Custody: Potable Minimum 12 Yes-After cycles; 22 CCR 64400.25; 22 CCR Utilities/Water PW-073 S/I
Water Lead/Copper years Mfr, OD, QC&OD §64470; 22 CCR 64690.80;40 CFR Treatment Plant Ppr
141.33(a); 40 CFR 141.91
Monthly Reports- includes any Customer 5 years is required in State and Federal Public Works Mag,
Utilities/Water PW-074 Concerns/Customer Complaints/Complaint 5 years Mfr, OD, S/I Yes-After law for any complaints;40 CFR Treatment Plant Forms: Odor/Taste/Visual Complaints Ppr QC&OD 122.41(j)(2)&40 CFR 141.33(b); 22 CCR (Correspondence regarding Potable Water) 64470(a) Operations/Maintenance Manuals/0/M Disposal of Mag, Yes-After Lead Dept. PW-075 Manuals Equipment Mfrr,,pOD, S/I QC&OD Department preference; GC§34090 r
Public Works Mag, Yes After Department preference; Meets Utilities/Water PW-076 Plant Operator Log Books 5 years Mfr, OD, S/I QC&OD Department of Public Heath Treatment Plant Ppr requirements; GC§34090 Reports/Potable Water Reports to
Regulatory Agencies: CalARP, CERS, Cal Department preference; NPDES Lead Dept. PW-077 ag,
OSHA, DDW (Division of Drinking Water), DWR Minimum 10 Mfr, OD, S/I Yes-After Monitoring records required for 3 years; (Department of Water Resources), EPA, RMP, years QC&OD 40 CFR§§122.21, 122.41, 122.44; GC SWRCB (State Water Resources Control Ppr §34090 CCP§337 et seq.
Board) ,etc.
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-15 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works Mag, Yes-After Department preference(covers 2 Utilities/Water PW-078 Reservoirs: Dive Videos 10 years Mfr, OD, S/I QC&OD mandated cycles); GC§34090 Treatment Plant Ppr
Public Works Reservoirs: Inspection Reports, Maintenance Mag' Yes-After Utilities/Water PW-079 Records P Mfr, OD, S/I QC&OD Department preference; GC§34090 Treatment Plant Ppr
Public Works Mag, Flushing, Disinfection, Inspection and Utilities/Water PW-080 Reservoirs: Flushing, Disinfection/Cleaning Minimum 3 Mfr, OD, S/I Yes After Cleaning is required for 3 years; 22 CCR Treatment Plant years Ppr QC&OD §64604(c); GC§34090 Water Production Reads/Reports(to State
Public Works Mag, Department preference; Meets California Utilities/Water PW-081 DDW (Division of Drinking Water)/DWR 5 years Mfr, OD, S/I Yes After Department of Health requirements(3 Treatment Plant (Department of Water Resources)/SWRCB Ppr QC&OD years); GC§34090 (State Water Resources Control Board)
Public Works Mag, Department preference; City's permit Utilities/Water PW-082 Water Treatment Plant NPDES Permits Expiration + Mfr, OD, S/I Yes After requires 5 years (Federal mandate is 3 Treatment Plant 5 years Ppr QC&OD years); 40 CFR§§122.21, 122.41, 122.44; CCP§337 et seq.
Public Works Mag, Department preference; City's permit Utilities/Water PW-083 Water Treatment Plant NPDES Annual 5 years Mfr, OD, S/I Yes-After requires 5 years (Federal mandate is 3 Treatment Plant Reports Ppr QC&OD years0;40 CFR§§122.21, 122.41, 122.44
Public Works Mag, Department preference; 8 CCR§3203 et Utilities/Water PW-084 Water Treatment Plant Operator and Safety When Mfr, OD, S/I Yes After seq., 29 CFR 1627.3(b)(1), LC§6429(c); Treatment Plant Training Certificates(posting required) Superseded Ppr QC&OD GC§§12946, 21960, 34090 UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 7.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS Page PW-16 (Engineering, Environmental, Operations, Utilities)
Image: Destroy
Office of Retention No. Records Description Total Vital? Media I=Import Paper after Comments/Reference Record (OFR) Retention Options M=Mfr Imaged & S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS:Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works Mag,
Water Treatment Plant Operators Certificates When Yes-After Utilities/Water PW-085 (posting required) Superseded Mfr, OD, S/I QC&OD Department preference; GC§34090 Treatment Plant Ppr
PUBLIC WORKS/UTILITIES/WATER USE EFFICIENCY
Public Works/ Conservation Programs/Rebate Programs/ Mag, Yes: After Department preference; meets municipal Utilities/Water PW-086 7 years Mfr, OD, S/ I government auditing standards; GC Use Efficiency Check Requests/Toilets,Washers,Turf, etc. Ppr QC&OD §34090 Public Works/ Mag, Yes: After
Utilities/Water PW-087 Conservation Reports/Consumption Reports 5 years Mfr, OD, S/I QC&OD Department preference; GC§34090 Use Efficiency Ppr
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / Page R&CS-1
RECREATION AND COMMUNITY SERVICES
Image: Destroy
Office of Total Media I=Import Paper after Record (OFR) Retention No. Records Description Retention Vital? Options M=Mfr Imaged& Comments/Reference S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
PUBLIC WORKS/RECREATION AND COMMUNITY SERVICES
Public Works/ Indefinite- Mag,
Recreation & R&CS 001 Registration Database-Recreation Applications, Minimum 2 Yes Mfr, OD, S/I Yes: After Department preference; GC§34090 Community Waivers, Registration (ActiveNet) years Ppr QC'd &OD Services
Human Send to
Human ag,
Resources/ R&CS-002 Accident/Incident Reports Resources/ Mfr, OD, S/I Yes: After GC§34090 Risk Risk Ppr QC'd &OD
Management
Management
Public Works/
Recreation & Activity Guide/Class Guide/Program Guide/Art Minimum 2 Mag, Yes: After Community R&CS-003 Exhibit Brochures, etc. years MfrPpr OD, S/I QC'd &OD Department preference; GC§34090 Services
Public Works/ Applications/Participants' Registration/Liability Recreation & Forms/Release of Liability Forms/Photo Yes: During Mag, Yes: After Community R&CS-004 Releases/Waivers of Liability/Permissions: 2 years Class or Mfr, OD, S/I QC'd &OD GC§34090 Services Camps, Field Trips,Authorization to give Program Ppr Medicine, etc.
Public Works/
ag,
Recreation & R&CS-010 Contracts for Performances/Instructors Completion + Mfr, OD, S/I Yes: After Department preference; GC§34090 Community 2 years Ppr QC&OD
Services
Public Works/
ag,
Recreation & R&CS-011 Disruptive Patrons Minimum 2 Mfr, OD, S/I Yes: After GC§34090 Community years Ppr QC'd &OD
Services
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
Ver. 5.0 RECORDS RETENTION SCHEDULE: PUBLIC WORKS / Page R&CS-2
RECREATION AND COMMUNITY SERVICES
Image: Destroy
Office of Total Media I=Import Paper after Record (OFR) Retention No. Records Description Retention Vital? Options M=Mfr Imaged& Comments/Reference S=Scan QC'd?
If the record is not listed here, refer to the Retention for City-Wide Standards Retentions begin when the act is completed, and imply a full file folder(e.g. last document+2 years), since destruction is normally performed by file folder.
HOLDS: Litigation, complaints, claims, public records act requests, audits and/or investigations suspend normal retention periods(retention resumes after settlement or completion).
Public Works/
ag,
Recreation & R&CS-013 Evaluations/Surveys(Programmatic Evaluations 2 years Mfr, OD, S/I Yes: After GC§34090 et. seq.
Community of Recreation/Theatre programs) Ppr QC'd &OD Services
Public Works/ Facility Use Requests/ Field Rentals/Facility Mag, Recreation & Yes: After
R&CS-014 Use Applications/Permits/ (Includes Insurance 2 years Mfr, OD, S/I GC§34090 et. seq.
Community Certificates/ABC Permits where appropriate) Ppr QC'd &OD Services
Public Works/
ag,
Recreation & R&CS-015 Liability Waivers(if separate from another record) 2 years Mfr, OD, S/I Yes: After GC§34090 Community Ppr QC'd &OD
Services
Public Works/
ag,
Recreation & R&CS-016 Passport Transmittals 24 months Mfr, OD, S/I Yes: After US Passport requirement to destroy Community Ppr QC&OD forms monthly; GC§34090 Services
Program Manager's Files:Activity/Special
Public Works/ Programs/ Event Files:After-School, Children's Recreation & Programs, Gardening, Health Programs, Sports Minimum 2 Mag, Yes: After Community R&CS-017 Programs, etc. years Mfrr,,pOD, S/I QC'd &OD Department preference; GC§34090 r
Services IF the Content relates in a SUBSTANTIVE way to the conduct of the public's business
Public Works/
ag,
Recreation & R&CS-018 Rosters/Sign-in/Sign-Out Sheets for classes/ 2 years Mfr, OD, S/I Yes: After GC§34090 Community programs Ppr QC'd &OD
Services
Public Works/ When No Mag, Content not substantive; Preliminary Recreation & Yes: After
R&CS-019 Schedules/Hours(classes/staff) Longer Mfr, OD, S/I drafts not retained in the ordinary Community Required Ppr QC'd &OD course of business; GC§34090 Services
UPLAND, CA. ©1995-2025 Gladwell Governmental Services, Inc.-all rights reserved Do not duplicate or distribute without prior written permission from GGS(909)337-3516 Adopted:
cIoFUPLAND
4� AZ
; 5 � "The City of Gracious Living"
044.i3O„ 1-e`kr
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER
SUBJECT: CITY OF UPLAND PARKING AUTHORITY 2025 ANNUAL REPORT RECOMMENDED ACTION:
It is recommended that the City of Upland Parking Authority Board of Directors receive and file the annual report of the 2025 activities of the Parking Authority.
GOAL STATEMENT
The proposed action supports the City's goal of fiscal responsibility and transparency.
BACKGROUND
The City Council previously established a Parking Authority in 1967 to facilitate the issuance of bonds to finance the acquisition and improvement of public parking facilities.
On June 28, 2010, after determining that the bonds were paid in full, the Parking Authority was dissolved by Resolution 5997 with Parking Authority assets being transferred to the City of Upland.
On January 10, 2022, the City Council adopted Resolution No. 6633 re-establishing the City of Upland Parking Authority.
On January 24, 2022, the City of Upland Parking Authority Board of Directors adopted Resolution No. 2022-1 adopting bylaws of the Authority.
Section 2 of the City of Upland Parking Authority Resolution No. 2022-1 includes the statement, "The Board of Directors shall conduct a regular meeting at least once each calendar year on the second Monday of December."
ISSUES AND ANALYSIS
Pursuant to the City of Upland Parking Authority Resolution No.2022-1,a regular meeting shall be conducted at least once each calendar year on the second Monday of December.Being the final meeting of the year,it is prudent that an annual report be provided to the City of Upland Parking Authority Board of Directors. The following summarizes the activities of the City of Upland Parking Authority in calendar year 2025.
There were no activities of the City of Upland Parking Authority in calendar year 2025.
ENVIRONMENTAL DETERMINATION
The filing of an annual report is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a"project"and thus is exempt.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project
:,' Up`q� CITYUPLAND
, �. "The City of Gracious Living"
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER
SUBJECT: CITY OF UPLAND FINANCING AUTHORITY 2025 ANNUAL REPORT RECOMMENDED ACTION:
It is recommended that the City of Upland Financing Authority Board of Directors receive and file the annual report for the 2025 activities of the Financing Authority.
GOAL STATEMENT
The proposed action supports the City's goal of fiscal responsibility and transparency.
BACKGROUND
On January 24,2022,the City Council adopted Resolution No.6635 and the City of Upland Parking Authority Board of Directors adopted Resolution No. 2022-2, which collectively authorized the creation of the City of Upland Financing Authority.
On January 24, 2022, the City of Upland Financing Authority Board of Directors adopted Resolution No. 2022-1 adopting bylaws for the Financing Authority.
Section 2 of the City of Upland Financing Authority Resolution No. 2022-1 includes the statement, "The Board of Directors shall conduct a regular meeting at least once each calendar year on the second Monday of December."
ISSUES AND ANALYSIS
Pursuant to the City of Upland Financing Authority Resolution No. 2022-1, a regular meeting shall be conducted at least once each calendar year on the second Monday of December. Being the final meeting of the year, it is prudent that an annual report be provided to the City of Upland Financing Authority Board of Directors. The following summarizes the activities of the City of Upland Financing Authority in calendar year 2025:
There were no activities of the City of Upland Financing Authority in calendar year 2025.
ENVIRONMENTAL DETERMINATION
The filing of an annual report is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a"project"and thus is exempt.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
CITY
����°F °p`q� TFUPLAND
.�, s. ]��/�: J/L//1 y �/'� "The City of Gracious Living" ltiriiVO
''' 5
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER, CPA,ASSISTANT CITY MANAGER
STACI SULLIVAN,FINANCE MANAGER
SUBJECT: CONSIDER APPROVAL OF A PURCHASE ORDER IN THE AMOUNT OF$45,904.17 WITH
G/M BUSINESS INTERIORS FOR THE RECONFIGURATION OF FINANCE
WORKSTATIONS
RECOMMENDED ACTION:
It is recommended that the City Council approve a Purchase Order with G/M Business Interiors in the amount of $45,904.17 for the reconfiguration of Finance workstations.
GOAL STATEMENT
The proposed action supports the City's goal to address staff recruitment,retention and appreciation.
BACKGROUND
On June 9,2025,the City Council approved the Fiscal Year 2025-26 Mid-Cycle Budget,which included$75,000 for a reconfiguration of Finance workstations.
ISSUES AND ANALYSIS
Office space planning includes maximizing the layout and improving the efficiency and productivity of employees within the workplace. City Hall's square footage is limited, however, how a reconfiguration of existing space management to best meet the needs of employees can positively impact overall work satisfaction and productivity.
There are currently two (2) office spaces for the Finance Manager and Customer Service/Utility Billing Supervisor.
In order to maximize the workspace,the workstations will be converted into three(3)offices. The additional office will provide a space for the Payroll Technician that is more private to meet with staff to discuss payroll-related items.
The proposed designs will better utilize the existing workspace while planning for future office needs.
A competitive bid was not required as the City is piggybacking on the County of San Bernardino's Contract No.22- 1283 with G/M Business Interiors.
The total expenditures for G/M Business Interiors exceeds$50,000 for the fiscal year. Per the Upland Municipal Code Section 2.04.070 C, City Council approval is required for any contract amount that exceeds $50,000 for any one vendor in the same fiscal year.
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 cost for the Finance reorganization is $45,904.17. There are sufficient funds in the General Fund Capital Project City Hall Office Modification Account No.4257500-5528-82360.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 r .
G My; ,_.e.:::..„,z3L,.. tirr...r. mfork.reiz—c6u --,..
Project ID/Who &Where Date: a I Quotation UPLAND-STACI SULLIVAN-CITY HALL FINANCE 11/19/2025 226155 862 l="1
CITY OF UPLAND UPLAND (EUCLID) CITY OF UPLAND
460 N. EUCLID AVENUE 460 N. EUCLID AVE.
UPLAND CA 91786 UPLAND CA 91786 STACI. SULLIVAN Phone: (909)931-4172 STACI. SULLIVAN Phone: (909)931-4172 Fax: Fax:
Product Counts: Systems Desk Units Tables 0 Files Chairs Storage Ancillary ' GRAND TOTAL $45,904.17
-111111— Product Summary/Scope of Work
COUNTY OF SAN BERNARDINO CONTRACT#22-1283
QUOTE FOR: DESKING, STORAGE, AND ERGO TOOLS
***PREVAILING WAGE***
FOR: STACI SULLIVAN - CITY HALL FINANCE PRIVATE OFFICES - 1ST FLOOR LEAD TIME: 4-6 WEEKS
SCOPE OF WORK:
**INSTALLATION NOTE: PLEASE SCHEDULE ON A FRIDAY**
1) G/M TO RECEIVE AND INSPECT PRODUCT.
2) G/M TO REMOVE AND DISPOSE OF EXISTING (03) OFFICES INCLUDING DESKING AND STORAGE. 3) G/M TO BRING TO SITE AND SET (03) EA HERMAN MILLER ACTION OFFICE U-SHAPED DESKS (1-FIXED HEIGHT & 2-HEIGHT ADJUSTABLE) WITH MODESTY PANEL, PAPER MANAGEMENT TOOLS, PRIVACY DOOR, STORAGE, (03) EA HUMANSCALE 6G KEYBOARD SYSTEM W/SPACER, (03) EA ELEVATE CLAMP-ON POWER MODULE, AND (06) EA ELEVATE SINGLE MONITOR ARM.
**ANCHORING REQUIRED**
4) G/M TO REMOVE (01) EXISTING A02 FRAME AND ADD (01) EA HM A02 2-WAY CONNECTOR IN 1ST FLOOR DEV SERVICES WORKSTATIONS.
5) PLEASE CONTACT STACI SULLIVAN 909-931-4172 TO SCHEDULE SERVICES.
Account Executive: Victoria Robbertze(vnadoiskiRgmbi.net) Project PAS: Sandra Sawiers AMA: Marcie Olson [email protected]) Page: 1 800-686-6583 800-686-6583 Fax: 951-684-0837
G/M Business Interiors
1099 W. La Cadena Drive, Riverside CA, 92501
http://www.gmbi.net Page 136 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 **DESIGN SERVICES BREAKDOWN**
PREVAILING WAGE NON TAXABLE DESIGN SERVICES: (45) HRS @ $55.00/HR = $2,475.00 **G/M WILL HOLD PRODUCT FOR UP TO (2)WEEKS AT OUR WAREHOUSE FREE OF CHARGE. ANY PRODUCT
REMAINING IN OUR WAREHOUSE AFTER THIS PERIOD WILL INCUR STORAGE FEES **NOTE: QUOTE WILL NEED TO BE ADJUSTED IF SERVICES TO TAKE PLACE AFTER BUSINESS HOURS, OR DURING THE WEEKEND**
AL A Quotation # 226155
BOM
A Who/What/Where
Sell Ex
LOT 1 WORKSTATIONS 124,645.00 124,645.00 34,914.05 34,914.05 Description: a-Tax Srvcs. Taxable Srvcs. (03)EA HM ACTION OFFICE U-SHAPED DESKS(1-FIXED HEIGHT .00 .00 .00 .00 &2-ELEVATE HEIGHT ADJUSTABLE)WITH MODESTY PANEL,
FABRIC PANELS AND TACKBOARDS, PAPER MANAGEMENT
TOOLS, PRIVACY DOOR,AND STORAGE
(03)EA HUMANSCALE 6G KEYBOARD SYSTEM W/SPACER
(03)EA ELEVATE CLAMP-ON POWER MODULE
(06)EA ELEVATE SINGLE MONITOR ARM
BOM: See Attached Bill of Materials
Piece Count: 191
BOM
i3 Who/What/Where
List List E Sell Sell E
LOT 1 DEV SERVICES 288.00 288.00 74.68 74.68 Description: Non-Tax Srvcs. Taxable Srvcs. Freight Design Fee (01)EA HM ACTION OFFICE 2-WAY 90-DEGREE CONNECTOR .00 .00 .00 .00 BOM: See Attached Bill of Materials
Piece Count: 1
Account Executive: Victoria Robbertze(vnadolskiRgmbi.net) Project PAS: Sandra Sawiers AMA: Marcie Olson [email protected]) Page: 2 800-686-6583 800-686-6583 Fax: 951-684-0837
G/M Business Interiors
1099 W. La Cadena Drive, Riverside CA, 92501
http://www.gmbi.net Page 137 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 G/M Quotation # 226155
BOM
C Who/What/Where
Sell Sell Ext
LOT 0 Z G/M Services .00 .00 .00 .00 Description:
**DESIGN SERVICES BREAKDOWN**PREVAILING WAGE NON 5,356.00 346.00 .00 2,475.00 TAXABLE DESIGN SERVICES:(45)HRS @$55.00/HR=$2,475.00
G/M Furniture Planning Services, if applicable,include field measurements,drawing AutoCAD building shells,developing typical workstations and private office standards,space planning typicals into the floorplan,developing furniture color schemes,order specifications and receiving client approvals for all drawings and color schemes for order entry.
G/M Project Management Services include drawings and field measure checks,order scheduling&routing,electrical
consulting with contractors,field checks,monitoring construction progress along with delivery,assembly,punchlist coordination through final completion.
G/M Project Services include receiving and inspecting of each product,shipping damage adjudication with vendors,
transporting product if applicable,staging of products,delivery, setting in place of all furniture,level clean and polishing of all items,vacuum floors and recycling of all waste products associated with the furniture project.
G/M Punchlist Services include formulation of the project punchlist,ordering and receiving of punchlist products,and delivery and assembly to finalize the punchlist and project.
G/M Warranty Services Department is provided to offer clients our no-charge warranty service work for all furniture protected under valid factory warranties.G/M maintains electronic copies of our Client's invoices for warranty enforcement.For service requests,our Warranty Department may be contacted via e-mail at [email protected]
BOM: See Attached Bill of Materials
Piece Count:
Account Executive: Victoria Robbertze(vnadolskiagmbi.net) Project PAS: Sandra Sawiers AMA: Marcie Olson(molson(a�gmbi.net) Page: 3 800-686-6583 800-686-6583 Fax: 951-684-0837
G/M Business Interiors
1099 W. La Cadena Drive, Riverside CA, 92501
http://www.gmbi.net Page 138 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 G/M Quotation # 226155
Featured Product of the Month Product Subtotal: $34,988.73 °HermanMiller Services (Taxable) $346.00 Fin Chair Freight (Taxable) $0.00
Services (Non-Taxable) $5,356.00
w = ' _ • Design Services (Non-Taxable) $2,475.00 Taxable Subtotal: $35,334.73
11111 Non-Taxable Subtotal: $7,831.00
114 Sales Tax (7.750%) $2,738.44
VISA GlM accepts credit cards at 0%for purchases up to$10,000 Purchases over$10,000 requires a surcharge of 2.75% Total: $45,904.17 Net 30 Days 100% $45,904.17
I have reviewed the quote, the bill of materials, the drawings (if applicable), the color cards (if applicable), and other associated exhibits for my order.
• I approve the colors,fabrics,and finishes as previously selected and correct as shown on the attached exhibit. • I am satisfied that the product I have selected is the correct size and is suitable and will perform for its intended purpose. • I am aware this product is manufactured to order and is not returnable to G/M or to the manufacturer. • I understand that legal title to the product will transfer upon delivery to my commercial or residential location and all associated labor is taxable until title transfers.
• I am aware additional costs charged for inside delivery,staging, setting in place, assembly, leveling, cleaning, polishing, recycling of waste materials are separately stated and are elected as an additional contract option. • I am aware of the grand total price of this contract as shown on this quote. • G/M is ordering your furniture from a variety of manufacturers to be aggregated and received into our G/M operated warehouse.Once the final portion of your order has been received, a"ready to deliver" notification will be sent to you.
G/M,at this point,will graciously,store your complete order for up to two weeks at no charge. If for some reason you cannot accept a timely delivery within two weeks, a quote for one month' s handling and storage shall be calculated and forwarded to you.
• This quote is valid for 30 days.
Signed by:
Etati ati v'tA' Staci Sullivan 11/24/2025
Approved by: 95D4A99EE555474..
Signature Print Name/Title Date
Account Executive: Victoria Robbertze(vnadolskic gmbi.net) Project PAS: Sandra Sawiers AMA: Marcie Olson (molsonCgmbi.net) Page:4 800-686-6583 800-686-6583 Fax: 951-684-0837
G/M Business Interiors
1099 W. La Cadena Drive, Riverside CA, 92501
http://www.gmbi.net Page 139 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
ELEVATE
1 3 GMSPB 82.00 246.00 26.81 80.43 67.30 % ElevateTMSurge Protector
• • Black
Tag: WORKSTATIONS
2 6 GMMAS 302.00 1,812.00 98.75 592.50 67.30 % Elevate TM Monitor Arm
• • Silver
Tag: WORKSTATIONS
3 3 GMDPB 305.00 915.00 99.74 299.22 67.30 % Elevate TM Desk Mount Power
• • Black
Tag: WORKSTATIONS
4 2 EL9OTLBB 1,960.00 3,920.00 640.92 1,281.84 67.30 % ElevateTM90° Height Adjustable Base
• • Black
Tag: WORKSTATIONS
GMHARDWARE
5 2 (1) PER GMHARDWARE .00 .00 10.00 20.00
WALL STRIP GM WALL ANCHORS
WALL START
OR OH
• •Tag: WORKSTATIONS
HERMANMILLER
6 1 ZCELA 239.00 239.00 99.85 99.85 58.22 % Exact Size File Top Squared Vinyl Edge Lam Top
D01 • • depth 15.00in-30.00in
19.38 • • User Entry
W02 • • width 24.01 in -36.00in
35.5 • • User Entry
EZ • • standard hmi high-pressure laminates
LBU • • medium matte walnut(CP)
LBU • • medium matte walnut(CP)
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 1 Job Captain Marcie Olson Page 140 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
•
(G I M) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
7 1 P85/48N A1164.8548N 2,828.00 2,828.00 733.30 733.30 74.07 % +Panel,Partial-Glazed Npwr 85H 48W
TR • Glazing Finish • +clear
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
8 1 P85/48G A1164.8548G 3,343.00 3,343.00 866.84 866.84 74.07 % +Panel,Partial-Glazed Pwr 4-Circ W/Com Pt Lc 85H 48W
TR • Glazing Finish • +clear
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
9 1 P85/36N A1164.8536N 2,680.00 2,680.00 694.92 694.92 74.07 % +Panel,Partial-Glazed Npwr 85H 36W
TR • Glazing Finish • +clear
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
10 1 ST/SCWR/FF/ LW300.68RR 3,453.00 3,453.00 1,108.41 1,108.41 67.90 % 68 +Stg Twr,W-Pull,Stor Case Wdrb Rt,F/F,68H
SB • Slides • +full-extension ball-bearing
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
CR • Wardrobe Interic• +coat rod
1M • Drawer Interior • +2 file converters in each file drawer Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 2 Job Captain Marcie Olson Page 141 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM
(GIM) Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
11 1 FF LW150.20FF 839.00 839.00 248.60 248.60 70.37 % +Ped W-Pull,Support 20D for 24D Wk Surf,F/F
SB • Slides • +full-extension ball-bearing
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
2A • Attachment Brac• +for Action Office Series 1 and 2 squared-edge work surface KA • Lock • +keyed alike
1 M • Drawer Interior • +2 file converters in each file drawer Tag: WORKSTATIONS
12 1 F/FF LW140.20FF 724.00 724.00 214.52 214.52 70.37 % +Ped W-Pull,Surface Att 20D,F/F
SB • Slides • +full-extension ball-bearing
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
2F • Base Height • +27 1/4" high (raised height) 1M • Drawer Interior • +2 file converters in each file drawer Tag: WORKSTATIONS
13 3 F/BBF LW140.20BBF 839.00 2,517.00 248.60 745.80 70.37 % +Ped W-Pull Surface Att 20D,B/B/F
SB • Slides • +full-extension ball-bearing
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
2F • Base Height • +27 1/4" high (raised height) 3M • Drawer Interior • +drawer divider in one box drawer, pencil tray in one box drawer, 2 Tag: WORKSTATIONS
14 3 D85/48 A1191.8548 5,348.00 16,044.00 1,386.74 4,160.22 74.07 % +Dr Panel 85H 48W
MT • Frame Finish • +medium tone
WN • Door Finish • +warm grey neutral
LV • Knob Handle • +lever-silver
TR • Side Panel Acryl • +clear
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 3 Job Captain Marcie Olson Page 142 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM
(GIM) Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
15 3 F85/60N A1120.8560N 1,770.00 5,310.00 458.96 1,376.88 74.07 % +Panel,Fabric Npwr 85H 60W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
16 5 F85/60G A1120.8560G 2,034.00 10,170.00 527.42 2,637.10 74.07 % +Panel,Fabric Pwr 4-Circ W/Com Pt Lc 85H 60W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
17 3 F85/48N A1120.8548N 1,433.00 4,299.00 371.58 1,114.74 74.07 % +Panel,Fabric Npwr 85H 48W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
18 2 F85/48G A1120.8548G 1,703.00 3,406.00 441.59 883.18 74.07 % +Panel,Fabric Pwr 4-Circ W/Com Pt Lc 85H 48W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page:4 Job Captain Marcie Olson Page 143 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM
(GIM) Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
19 1 F85/42N A1120.8542N 1,353.00 1,353.00 350.83 350.83 74.07 % +Panel,Fabric Npwr 85H 42W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
20 1 F85/36N A1120.8536N 1,269.00 1,269.00 329.05 329.05 74.07 % +Panel,Fabric Npwr 85H 36W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
21 2 F85/30N A1120.8530N 1,099.00 2,198.00 284.97 569.94 74.07 % +Panel,Fabric Npwr 85H 30W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
22 3 F85/30G A1120.8530G 1,364.00 4,092.00 353.69 1,061.07 74.07 % +Panel,Fabric Pwr 4-Circ W/Com Pt Lc 85H 30W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 5 Job Captain Marcie Olson Page 144 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
23 1 F85/24N A1120.8524N 991.00 991.00 256.97 256.97 74.07 % +Panel,Fabric Npwr 85H 24W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
24 3 F85/24G A1120.8524G 1,256.00 3,768.00 325.68 977.04 74.07 % +Panel,Fabric Pwr 4-Circ W/Com Pt Lc 85H 24W
MT • Trim/Top Cap Fii• +medium tone
MT • Cable Managem • +medium tone
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
21 • Surface Finish S • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
25 2 RLF/42/2H LW200.421 1,814.00 3,628.00 582.29 1,164.58 67.90 % +Lat File,W-Pull Freestd 2 Dwr Raised Hgt 42W
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
CB • Counterweight • +counterweight(recommended)
1 R • Drawer Interior • +front-to-back filing rail
Tag: WORKSTATIONS
26 1 LF/36/3H LW200.363 2,153.00 2,153.00 691.11 691.11 67.90 % +Lat File,W-Pull Freestd 3 Dwr 36W
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
CB • Counterweight • +counterweight(recommended)
1 R • Drawer Interior • +front-to-back filing rail
Tag: WORKSTATIONS
27 2 30/15 46-3015-OB-68 1,334.00 2,668.00 609.37 1,218.74 54.32 % +Bkcase,Frstnd,No Doors 30W 65 5/8H
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
T2 • Top • +1 1/4"-high painted metal top with squared edge NS4 • Shelves • +4 shelves total
B2 • Base Height • +1 1/2"-high base
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 6 Job Captain Marcie Olson Page 145 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
28 1 FDF/B13/60 A3352.1360 1,108.00 1,108.00 287.30 287.30 74.07 % +Flip Dr Unit,B-Style Fab,W/Lock 13D 60W 15-1/2H
KA • Lock Option • +keyed alike
MT • Case Finish • +medium tone
21 • Door Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
29 4 FDF/B13/48 A3352.1348 912.00 3,648.00 236.48 945.92 74.07 % +Flip Dr Unit,B-Style Fab,W/Lock 13D 48W 15-1/2H
KA • Lock Option • +keyed alike
MT • Case Finish • +medium tone
21 • Door Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
30 1 FDF/B13/30 A3352.1330 750.00 750.00 194.48 194.48 74.07 % +Flip Dr Unit,B-Style Fab,W/Lock 13D 30W 15-1/2H
KA • Lock Option • +keyed alike
MT • Case Finish • +medium tone
21 • Door Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
31 1 FDF/B13/24 A3352.1324 711.00 711.00 184.36 184.36 74.07 % +Flip Dr Unit,B-Style Fab,W/Lock 13D 24W 15-1/2H
KA • Lock Option • +keyed alike
MT • Case Finish • +medium tone
21 • Door Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
32 1 SC/36/26 LW400.3626 1,746.00 1,746.00 495.86 495.86 71.60 % +Storage Case,W-Pull 36W 26H
SS • Paint/Steel Type • +smooth paint on smooth steel MT • Surface Finish • +medium tone
KA • Lock • +keyed alike
Tag: WORKSTATIONS
33 1 24/48 A2310.2496L 1,209.00 1,209.00 313.49 313.49 74.07 % +Work Surf,Sq-Edge Rect, Lam Top/TP Edge 24D 96W
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
MT • Support Finish • +medium tone
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 7 Job Captain Marcie Olson Page 146 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM
(GIM) Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
34 1 24/72 A2310.2472L 901.00 901.00 233.63 233.63 74.07 % +Work Surf,Sq-Edge Rect, Lam Top/TP Edge 24D 72W
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
MT • Support Finish • +medium tone
Tag: WORKSTATIONS
35 1 24/66 A2310.2466L 863.00 863.00 223.78 223.78 74.07 % +Work Surf,Sq-Edge Rect, Lam Top/TP Edge 24D 66W
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
MT • Support Finish • +medium tone
Tag: WORKSTATIONS
36 1 24/48 A2310.2448L 624.00 624.00 161.80 161.80 74.07 % +Work Surf,Sq-Edge Rect, Lam Top/TP Edge 24D 48W
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP) MT • Support Finish • +medium tone
Tag: WORKSTATIONS
37 1 72 Y1113.72NL 469.00 469.00 208.42 208.42 55.56 % +Modesty Panel,w/o added cable trough,Lam Top/TP Edge 72W LBU • Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
Tag: WORKSTATIONS
38 1 54 Y1113.54NL 408.00 408.00 181.32 181.32 55.56 % +Modesty Panel,w/o added cable trough,Lam Top/TP Edge 54W LBU • Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP) Tag: WORKSTATIONS
39 1 FV697V.78FM 973.00 973.00 252.30 252.30 74.07 % Vary Easy Modesty Panel, 78"wide,full modesty panel,thermally-fused laminate with thermoplastic edge, horizontal grain
LBU • • medium matte walnut(CP)
LBU • • medium matte walnut(CP)
Tag: WORKSTATIONS
40 1 78/48 FTS23.7848LS 1,601.00 1,601.00 415.14 415.14 74.07 % +Ext Corner Surface,Rect End,Sq-Edge, Lam Top/Thermo Edge, 30D 78W L,48W R, No Brkts
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 8 Job Captain Marcie Olson Page 147 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM
(GIM) Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
41 1 48/78 FTS23.4878LS 1,555.00 1,555.00 403.21 403.21 74.07 % +Ext Corner Surface,Rect End,Sq-Edge, Lam Top/Thermo Edge, 30D 48W L,78W R, No Brkts
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP)
Tag: WORKSTATIONS
42 1 48/60 FTS23.4860LS 1,378.00 1,378.00 357.32 357.32 74.07 % +Ext Corner Surface,Rect End,Sq-Edge, Lam Top/Thermo Edge, 30D 48W L,60W R, No Brkts
LBU • Top Finish • +medium matte walnut(CP)
LBU • Edge Finish • +medium matte walnut(CP) Tag: WORKSTATIONS
43 1 30/42 FTS10.3042LS 509.00 509.00 131.98 131.98 74.07 % +Rect Surf,sq-edge,30"d,42"w,high-pressure lam top/thermoplastic edge,no brackets,for freestd or use w/low crdnz
LBU • Top Finish • +medium matte walnut(CP) LBU • Edge Finish • +medium matte walnut(CP) Tag: WORKSTATIONS
44 2 30/36 FTS10.3036LS 450.00 900.00 116.69 233.38 74.07 % +Rect Surf,sq-edge,30"d,36"w,high-pressure lam top/thermoplastic edge,no brackets,for freestd or use w/low crdnz
LBU • Top Finish • +medium matte walnut(CP) LBU • Edge Finish • +medium matte walnut(CP) Tag: WORKSTATIONS
45 1 A3410.1660 436.00 436.00 113.05 113.05 74.07 % +B-Style Tackboard,16"h,60"w
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
46 1 A3410.1630 286.00 286.00 74.16 74.16 74.07 % +B-Style Tackboard,16" h,30"w
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
47 2 TKBD16/48 A3410.1648 338.00 676.00 87.64 175.28 74.07 % +Tackboard,B-Style 16H 48W
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 9 Job Captain Marcie Olson Page 148 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
48 1 TKBD16/36 A3410.1636 306.00 306.00 79.35 79.35 74.07 % +Tackboard,B-Style 16H 36W
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
49 1 TKBD16/30 A3410.1630 286.00 286.00 74.16 74.16 74.07 % +Tackboard,B-Style 16H 30W
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
50 1 TKBD16/24 A3410.1624 273.00 273.00 70.79 70.79 74.07 % +Tackboard,B-Style 16H 24W
21 • Surface Finish • +grasscloth-Pr Cat 1
01 • 21_Colors • +grasscloth silver birch
Tag: WORKSTATIONS
51 1 85H A1271.85H 118.00 118.00 30.60 30.60 74.07 % +Fin End 85H
MT • Surface Finish • +medium tone
MT • Cable Managem • +medium tone
Tag: WORKSTATIONS
52 3 85H A1230.85H 479.00 1,437.00 124.20 372.60 74.07 % +Conn,3-Way 90 Deg Hard 85H
MT • Surface Finish • +medium tone
MT • Cable Managem • +medium tone
Tag: WORKSTATIONS
53 4 85H A1220.85H 288.00 1,152.00 74.68 298.72 74.07 % +Conn,2-Way 90 Deg Hard 85H
MT • Surface Finish • +medium tone
MT • Cable Managem • +medium tone
Tag: WORKSTATIONS
54 2 DR Y7218. 82.00 164.00 36.44 72.88 55.56 % +Diagonal Tray
MT • Surface Finish • +medium tone
Tag: WORKSTATIONS
55 4 PT/10 Y7216.10 50.00 200.00 22.22 88.88 55.56 % +Paper Tray 10W
MT • Surface Finish • +medium tone
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 10 Job Captain Marcie Olson Page 149 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
56 1 FTM/36/20 LTPM-03620 332.00 332.00 106.57 106.57 67.90 % @Tu File Top,thermally fused lam top w/thermo edge,36"w,20"d LBU • Top/Edge Finish • +medium matte walnut(CP) Tag: WORKSTATIONS
57 2 SL FV689.P 241.00 482.00 62.49 124.98 74.07 % +Support Leg,Post
UBK • Surface Finish • +ultra black(CP)
Tag: WORKSTATIONS
58 2 CL30 FV2E2.S30FL 433.00 866.00 112.28 224.56 74.07 % +Closed Support Leg,for Sq-Edge Surface, 30"D,Fxd Hght, Lam LBU • Surface Finish • +medium matte walnut(CP)
Tag: WORKSTATIONS
59 1 CL2B FV2E2.S2BFL 424.00 424.00 109.94 109.94 74.07 % +Closed Support Leg,for Sq-Edge Surface,24"D Shared,Fxd Hght, Lam LBU • Surface Finish • +medium matte walnut(CP)
Tag: WORKSTATIONS
60 2 (1) PER DU15S.D 176.00 352.00 56.50 113.00 67.90 % TABLE @Ht-Adj Veil Cable Manager,worksurface att,electric ext range UBK • Finish • +ultra black
Tag: WORKSTATIONS
61 1 ANCHOR C0485 1,193.00 1,193.00 574.43 574.43 51.85 % CAN BE +Floor Anchor,Action Office Sr 2 10/Pkg
USED ON
CANVAS
FRAMES AS
WELL
WN • Finish • +warm grey neutral
Tag: WORKSTATIONS
62 2 80 A0210.80 145.00 290.00 37.60 75.20 74.07 % +Wall Start 80H
MT • Surface Finish • +medium tone
Tag: WORKSTATIONS
63 2 RT48 A3615.1648 423.00 846.00 109.68 219.36 74.07 % +Tile,Rail Action Office Series 2 48W
MT • Surface Finish • +medium tone
Tag: WORKSTATIONS
64 3 SHF/B36 A3221.1336 230.00 690.00 59.64 178.92 74.07 % +Shelf,B-Style 7-1/2H 13D 36W
MT • Case Finish • +medium tone
Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 11 Job Captain Marcie Olson Page 150 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
65 2 A A1311.A 324.00 648.00 84.01 168.02 74.07 % +15 Amp Receptacle 4 Circuit, Duplex, Circuit A 6/Pkg
MT • Receptacle Finis• +medium tone
Tag: WORKSTATIONS
66 10 232092- .00 .00 .00 .00 % +Lock Plug and Key,Black UM Series
229 • Key Number • +key number 229
Tag: WORKSTATIONS
67 7 232092- .00 .00 .00 .00 %
+Lock Plug and Key,Black UM Series
228 • Key Number • +key number 228
Tag: WORKSTATIONS
68 5 232092- .00 .00 .00 .00 %
+Lock Plug and Key,Black UM Series
227 • Key Number • +key number 227
Tag: WORKSTATIONS
69 2 PH Y7233. 42.00 84.00 18.66 37.32 55.56 % +Pencil Holder
• •Tag: WORKSTATIONS
70 4 TL/TW G6160.CM 528.00 2,112.00 136.91 547.64 74.07 % +Twist LED Task Light,Add-on unit,Magnet Att
• •Tag: WORKSTATIONS
71 3 TL/TW G6160.BM 733.00 2,199.00 190.07 570.21 74.07 % +Twist LED Task Light,Starter unit,Magnet Att
• •Tag: WORKSTATIONS
72 3 G1331. 35.00 105.00 9.08 27.24 74.07 % +Cord Cleat 2/Pkg
• •Tag: WORKSTATIONS
73 3 (2) PER G1190.01 82.00 246.00 21.26 63.78 74.07 % FRAME(TO @Carpet Grippers 25/Pkg
GO UNDER
THE GLIDE)
• •Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 12 Job Captain Marcie Olson Page 151 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
74 1 39 FV696.71 103.00 103.00 26.71 26.71 74.07 % +Stiffener, 71 1/2W
• •Tag: WORKSTATIONS
75 2 BKT FT29B.2 63.00 126.00 16.34 32.68 74.07 % +Surface Ganging Bracket,pair
•
Tag: WORKSTATIONS •
76 1 BKT FT29B.1 37.00 37.00 9.59 9.59 74.07 % +Surface Ganging Bracket,single
• •Tag: WORKSTATIONS
77 2 ETHO- E1212.70 266.00 532.00 68.97 137.94 74.07 % FIBERBOARD +Wall Start Filler
FILLER B/W
WALL AND
WALL
START, CAN
BE PAINT
MATCHED IN
THE FIELD.
• •Tag: WORKSTATIONS
78 22 A0215.80 51.00 1,122.00 13.22 290.84 74.07 % +Draw Rod 80H
• •Tag: WORKSTATIONS
79 2 06E A1322.06E 288.00 576.00 74.68 149.36 74.07 % +Base Pwr Entry,Dir Con 4-Circ,6Ft L
• •Tag: WORKSTATIONS
HUMANSCALE
80 3 SPACERMD 42.00 126.00 16.38 49.14 61.00 %
2.25in Spacer.Set includes front and back spacers for attaching keyboard mech track.
• •Tag: WORKSTATIONS
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 13 Job Captain Marcie Olson Page 152 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:46 AM Quote# 226155
Department: WORKSTATIONS
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HUMANSCALE
81 3 6 534.00 1,602.00 208.26 624.78 61.00 % Keyboard Systems
6G • Mechanism • Height Adjustable-Black
• Lateral Slider Op• No Lateral Slider
550 • Keyboard Platfor• 550 Platform
• Mouse Platform • No Mouse Plataform
. Palm Support OI• No Palm Support
22 • Track Options • 22"Track Length
Tag: WORKSTATIONS
Product Subtotal: $34,914.05
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 14 Job Captain Marcie Olson Page 153 of 2128
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 CITY OF UPLAND 11/19/2025
(GIM) UPLAND-STACI SULLIVAN-CITY HAI 7:45:55 AM •
Quote# 226155
0 Department: DEV SERVICES
PO#
Sales Order# Discount%
List Price Sell Price
Item Qty Contract Product Unit Extended Unit Extended
HERMANMILLER
1 1 A1220.85H 288.00 288.00 74.68 74.68 74.07 % +2-Way 90.141/2 Con,85" h,hard surf
MT • Surface Finish • +medium tone
MT • Cable Managem • +medium tone
Tag: DEV SERVICES
Product Subtotal: $74.68
Account Executive: Victoria Robbertze Project Designer Sandra Sawiers Page: 1 Job Captain Marcie Olson Page 154 of 2128
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Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 GSM Business Interiors Elevate your Workplace TM
City of Upland Staci Sullivan — City Hall Finance Quote #226155 Workstations
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Herman Miller
Action Office U-Shaped Private
**Left Desk is Fixed Height, Right(02)are Height Adjustable** Offices with Modesty Panel, **Seating not Included** Paper Management Tools, Privacy Door with Lever Handle,
and Storage
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Laminate Finish Fabric Tackboard/ Cable Manager Tile Rail/Tray/ Floor Anchor/Door Door Side/Top Panel Overhead Flipper/ Finish Framing/Bracket/ Panel Laminate Finish Acrylic Finish Medium Matte Walnut Panel Finish Storage Finish Ultra Black Warm Grey Neutral, Clear
Grasscloth Silver Birch Medium Tone
Product images are representational only.Fabrics,finishes and Please initial&date F11/24/2025 page 1 specifications may be different than what is pictured. here as approval
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 GSM Business Interiors Elevate your Workplace TM
City of Upland Staci Sullivan—City Hall Finance Quote#226155 Workstations I Qty: 3
Humanscale
6G Keyboard System with Big
Compact Platform,22"Track
Length,and 2.25"Spacer
Finish
Black
ioinai
Product images are representational only.Fabrics,finishes and Please initial&date \ 11/24/202 5 Page 2 specifications may be different than what is pictured. here as approval /
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 GSM Business Interiors Elevate your Workplace TM
City of Upland Staci Sullivan—City Hall Finance Quote#226155 Workstations I Qty: 6
• `• Finish
Silver
Elevate
Single Monitor Arm
ininai
ss
Product images are representational only.Fabrics,finishes and Please initial&date \ 11/24/2025 Page 3 specifications may be different than what is pictured. here as approval /
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 GSM Business Interiors Elevate your Workplace TM
City of Upland Staci Sullivan—City Hall Finance Quote#226155 Workstations I Qty: 3
Elevate
Clamp-On Desk Mount Power
1 USB-C+1 USB-A
Finish
Black
ininai
ss
Product images are representational only.Fabrics,finishes and Please initial&date \ 11/24/2025 Page 4 specifications may be different than what is pictured. here as approval /
Docusign Envelope ID:77387866-A9D3-4616-94B2-AA52789EC490 GSM Business Interiors Elevate your Workplace TM
City of Upland Staci Sullivan-City Hall Finance Quote#226155 Dev Services I Qty: 1
- - -
- - -
iz
Surface/Cable Management
Finish
Medium Tone
•
Herman Miller
Action Office 2-Way 90-Degree Connector
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Product images are representational only.Fabrics,finishes and Please initial&date \ 11/24/202 5 page 5 specifications may be different than what is pictured. here as approval /
ATTACHMENT B
Pricing/ Discounts
Standard Delivery Time 25 DAYS
Additional Fees Warehouse Storage(long term$0.29 per cu ft per month) Labor, Standard Charges $47 PER HOUR
Labor, Extenuating Charges
Before/After $57 PER HOUR
Weekend $57 PER HOUR
Reconfiguration Charges $47 PER HOUR
Design Services $55 PER HOUR
Space Planning $65 PER HOUR
Special Project Management $65 PER HOUR
❑a-all CiI❑❑❑I I r 115[000[000 [ha❑❑EM will ❑Iiiira 111 dii I I EMU all ❑urChaI I La❑d H rdi I Ea La ❑lllL❑al I I MEET ❑❑S❑❑❑hi❑1 ❑ ❑Er ❑aid a❑❑call❑❑❑❑CM ETM❑ ❑❑u❑=
Systems Furniture
Series r Discount off of List Quick Ship off List Herman Miller Accessories (8) 74.07% 74.07% Herman Miller Action Office 1 +2 (B/J) 74.07% 74.07% Herman Miller C-Style Overhead (CS) 71.60% 71.60% Herman Miller Canvas Wall (FT) 74.07% 74.07%
Herman Miller Commend (HQ) 61.11% 61.11%
Herman Miller Compass (TW) 51.85% 51.85%
Herman Miller CoStruc (S) 51.85% 51.85%
Herman Miller Energy Distribution (C) 74.07% 74.07% Herman Miller Ergo Computer Furniture (TE) 41.36% 41.36% Herman Miller Ethospace (U) 74.07% 74.07%
Herman Miller Exclave (EX) 50.00% _ 50.00%
Herman Miller Formwork(CY) 49.38% 49.38%
Herman Miller Generic(R) 71.60% 71.60%
Herman Miller Healthcare Action Lab (D) 51.85% 51.85% Herman Miller Healthcare Casework(CG) 45.00% 45.00% Herman Miller Intent Solutions(CF) 50.62% 50.62% Herman Miller Layout Studio (LS) 47.22% 47.22%
Herman Miller Lighting (A) 74.07% 74.07%
R❑dl I d 0❑2❑2022 Pages jr ipf 2_'-28
Herman Miller Live Platform (OS) 50.00% 50.00%
Herman Miller Mora (CH) 51.85% 51.85%
Herman Miller Motia (AH) 66.67% 66.67%
Herman Miller Nevi (ID) 66.67% 66.67%
Herman Miller Nevi Link(IL) 66.67% 66.67%
Herman Miller 0E1 Boundary(JC) 62.04% 62.04%
Herman Miller Overlay(MN) 52.16% 52.16%
Herman Miller Prospect(CB) 52.16% 52.16%
Herman Miller Public(BV) 49.38% 49.38%
Herman Miller Renew(IE) 67.90% 67.90%
Herman Miller Renew Link(IB) 67.90% 67.90%
Herman Miller Resolve (RS) 61.73% 61.73%
Herman Miller Thrive Portfolio (ZZ) 55.56% 55.56% Herman Miller Thrive Portfolio (Z2) 58.02% 58.02% Herman Miller Thrive Global (Z3) 58.02% 58.02%
Connectrac 17.10% 17.10%
Knoll Antennae, AutoStrada, COT, Currents,
Dividends, Reff, KBench 74.07% 74.07%
Knoll Rockwell Unscripted 56.17% 56.17%
Knoll Template 74.07% 74.07%
BRC 54.49% 54.49%
DIRTT Movable Walls Quote Quote
DIRTT Modular Millwork Quote Quote
DIRTT Modular Raised Floor Quote Quote
DIRTT Timber Interior Structures Quote Quote Environamics Quote Quote
F ra m e ry Quote Quote
Frasch 53.70% 53.70%
GMBI Elevate Catalog 67.30% 67.30%
GMBI Millwork Custom Quote Quote
KI 47.70% 47.70%
Lencore Quote Quote
LoftWall 51.70% 51.70%
MergeWorks 44.10% 44.10%
Neocase 36.10% 36.10%
Starin Quote Quote
TakeForm 17.10% 17.10%
Tate Quote Quote
Three H 42.10% 42.10%
Library, Lobby and other Furniture
Series Discount off of List Quick Ship off List Herman Miller Canvas Systems (FT) 74.07% 74.07% Herman Miller Collection (ER) 40.74% 40.74% Herman Miller Commend (HQ) 61.11% 61.11%
Herman Miller Chadwick(V) 40.74% 40.74%
R❑ni I d 0❑2❑2022 Pag@ 160Lof 2-1-28
Herman Miller Eames Tables (F) 67.90% 67.90%
Herman Miller Eames Tandem (L) 40.43% 40.43%
Herman Miller Geiger Desk 40.00% 40.00%
Herman Miller Goetz (GS) 40.43% 40.43%
Herman Miller Layout Studio (LS) 47.22% 47.22%
Herman Miller Nelson Tables Pedestal Style (NC) 40.74% 40.74% Herman Miller Nelson Tables (NX) 40.74% 40.74%
Herman Miller Objects (AB) 40.74% 40.74%
Herman Miller Plex (XX) 40.43% 40.43%
Herman Miller Public(BV) 49.38% 49.38%
Herman Miller Swoop (OA) 43.21% 43.21%
Herman Miller Whisk(HX) 47.78% 47.78%
Knoll Islands 56.17% 56.17%
Knoll K.Base 74.07% 74.07%
Knoll K.Stand 74.07% 74.07%
KnollExtra 58.64% 58.64%
KnollStudio 51.23% 51.23%
Knoll Muuto 25.31% 25.31%
Knoll Pixel Tables 56.42% 56.42%
Knoll Propeller 54.32% 54.32%
Knoll Tone 74.07% 74.07%
Knoll K.Screen 74.07% 74.07%
Agati 30.89% 30.89%
Apco Signage Quote Quote
Appenx Signage 50.31% 50.31%
Art Design Quote Quote
Aurora 30.89% 30.89%
BuzziSpace 39.00% 39.00%
BRC 54.49% 54.49%
Frasch 53.70% 53.70%
Games for Fun Quote Quote
Great American Art Quote Quote
Gressco Quote Quote
H Contract 37.10% 37.10%
Humanscale Ergonomics 61.00% 61.00%
Humanscale Desk Accessories 51.00% 51.00%
Humanscale Lighting 53.00% 53.00%
Ideas at Work 55.55% 55.55%
Koncept Lighting 49.70% 49.70%
Lawrence Metal 18.47% 18.47%
LightCorp 50.31% 50.31%
Martin Brattrud 37.10% 37.10%
Mayline (now Safco) 41.70% 41.70%
Peter Pepper 42.60% 42.60%
Right Angle Products 47.30% 47.30%
Safco 41.70% 41.70%
R❑i Id 0❑2❑2022 Pagl��23pf 2_'-28
Smart Desk 38.70% 38.70%
SmartSpace 45.30% 45.30%
Takeform Signage 17.10% 17.10%
ThreeH 42.10% 42.10%
Workrite 49.90% 49.90%
Freestanding/Case Goods Furniture
Series Discount off of List Quick Ship off List Herman Miller AGL Group (DF) 40.74% 40.74%
Herman Miller Canvas Private Office (FV) 74.07% 74.07% Herman Miller Collection (ER) 40.74% 40.74% Herman Miller Eames Tables (ET) 52.16% 52.16%
Herman Miller Everywhere Tables (IV) 67.28% 67.28% Herman Miller Exclave (EX) 50.00% 50.00%
Herman Miller Geiger 40.00% 40.00%
Herman Miller Headway Tables (IM) 67.90% 67.90% Herman Miller Eames Tables (F) 67.90% 67.90% Hon Systems/Pedestals 60.55% 60.55%
Herman Miller Nelson (NX) 40.74% 40.74%
Herman Miller Nelson (NC) 40.74% 40.74%
Herman Miller 0E1 Tables and Benching(JF) 64.20% 64.20% Herman Miller Public(BV) 49.38% 49.38%
Herman Miller TU Wood Storage Cases (UW) 66.67% 66.67% Herman Miller TU Wood Credenzas (UJ) 66.67% 66.67% Herman Miller TU Wood Towers (UI) 67.90% 67.90% Herman MillerTU Wood Cubbies (UH) 66.67% 66.67% Herman MillerTU Wood Pedestals (UF) 66.67% 66.67% Knoll Antennae, AutoStrada, COT, Currents, 74.07% 74.07% Dividends, Reff, KBench
Knoll Template 74.07% 74.07%
Knoll K.Screen 74.07% 74.07%
Arcadia 53.20% 53.20%
Bernhardt 36.10% 36.10%
BRC 54.49% 54.49%
Carolina 50.31% 50.31%
Cherryman Amber Series 40.89% 40.89%
Cherryman Jade Series 40.89% 40.89%
Cherryman Verde Series 61.16% 61.16%
Claridge 52.70% 52.70%
Clarus 47.70% 47.70%
Creative Wood 54.74% 54.74%
Dedon Quote Quote
Deskmakers 61.10% 61.10%
Egan Visual 44.10% 44.10%
Enwork 62.70% 62.70%
R❑di I d 0❑2❑2022 Pagl172Lo12-1-28
ERG 45.00% 45.00%
ESI 59.10% 59.10%
Falcon 37.10% 37.10%
Frasch Acoustic 53.70% 53.70%
Fulbright 49.20% 49.20%
Geiger Desks,Tables (HMI) 40.00% 40.00%
Geiger Axon Tables, Domino Storage (HMI) 20.00% 20.00% Ghent 46.20% 46.20%
Global 45.50% 45.50%
Halcon 32.75% 32.75%
HAY(HMI) 46.91% 46.91%
HBF 37.10% 37.10%
Hightower 37.50% 37.50%
HON Casegoods/Tables 56.52% 56.52%
In2Design 43.31% 43.31%
Janus et Cie 40.30% 40.30%
Jasper Group 42.10% 42.10%
Kannoa Quote Quote
KI Krueger Intl 47.70% 47.70%
Krug 52.10% 52.10%
Maverick 53.70% 53.70%
Mayline/SAFCO 41.70% 41.70%
Moduform 36.70% 36.70%
National 60.00% 60.00%
Nevins 47.10% 47.10%
Nevers 46.10% 46.10%
Nienkamper 44.10% 44.10%
Nook Quote Quote
Nucraft 46.89% 46.89%
OFS 60.10% 60.10%
Prismatique 39.10% 39.10%
Quartet (Mayline) 41.70% 41.70%
Safco 41.70% 41.70%
SurfaceWorks 49.10% 49.10%
ThreeH 42.10% 42.10%
Tropitone Quote Quote
Tuuci 38.10% 38.10%
Tuohy 34.70% 34.70%
Versteel 48.10% 48.10%
Watson 54.10% 54.10%
WCI 45.10% 45.10%
Workrite 49.90% 49.90%
Filing/ Filing Systems Furniture
Rill I d 0❑2❑2022 Pag@ 17lipof 2-1-28
Discount off of
Series 1 List Quick Ship off List
Herman Miller Canvas Metal Storage (FM) 74.07% 74.07% Herman Miller Canvas Wood Storage (FF) 74.07% 74.07% Herman Miller Healthcare Carts (SA) 14.81% 14.81% Herman Miller Locale Storage (BR) 49.00% 49.00% Herman Miller Meridian Lateral Files(MF) 58.22% 58.22% Herman Miller Meridian Vertical Files (MV) 58.22% 58.22% Herman Miller Meridian Pedestals (MP) 54.32% 54.32% Herman Miller Meridian Storage Cases(MS) 54.32% 54.32% Herman Miller Meridian Storage Towers(MG) 54.32% 54.32% Herman Miller 0E1 Storage (JE) 62.04% 62.04% Herman Miller Quadrant B-F Lateral Files(2) 40.12% 40.12% Herman Miller Quadrant B-F Lateral Peds (BP) 49.38% 49.38% Herman Miller TU Steel Pedestals (UP) 70.37% 70.37% Herman Miller TU Steel Laterals (UL) 67.90% 67.90% Herman Miller TU Steel Towers (UT) 67.90% 67.90% Herman Miller TU Steel Storage Case (US) 71.60% 71.60% Knoll Anchor 74.07% 74.07%
Knoll Calibre Collection 62.96% 62.96%
Knoll Quoin 74.07% 74.07%
Aurora 30.89% 30.89%
BRC 54.49% 54.49%
Fire-King 44.10% 44.10%
Haskell 37.10% 37.10%
Hon Laterals/Verticals 56.52% 56.52%
Korden 46.89% 46.89%
Kwik-File 43.31% 43.31%
Lyon 12.25% 12.25%
Magnuson 30.89% 30.89%
Marathon Quote Quote
McMurray Stern Quote Quote
Safco 41.70% 41.70%
Richards-Wilcox 43.40% 43.40%
SpaceStor 45.10% 45.10%
SpaceSaver Quote Quote
Western Pacific 40.10% 40.10%
Seating Furniture
Discount off of
Series List Quick Ship off List
Herman Miller Aeron (EC) 52.16% 52.16%
Herman Miller Aside (PD) 51.85% 51.85%
Herman Miller Caper (WC) 51.85% 51.85%
Herman Miller Cella (TR) 50.00% 50.00%
R❑di I d 0❑2❑2022 Pag@ 1721of 2-1-28
Herman Miller Chadwick(V) 40.74% 40.74%
Herman Miller Classical (E) 41.98% 41.98%
Herman Miller ColourForm (CU) 40.74% 40.74% Herman Miller Collection (ER) 40.74% 40.74%
Herman Miller Cosm (FC) 51.85% 51.85%
Herman Miller Eames Aluminum (H) 40.74% 40.74%
Herman Miller Eames Plywood (VT) 44.44% 44.44%
Herman Miller Eames Tandem (L) 40.43% 40.43%
Herman Miller Embody(CN) 50.00% 50.00%
Herman Miller Hay(2C) 46.91% 46.91%
Herman Miller Keyn (TV) 46.30% 46.30%
Herman Miller Limerick(PO) 50.62% 50.62%
Herman Miller Lino (MI) 50.62% 50.62%
Herman Miller Magis (CW) 51.85% 51.85%
Herman Miller Mirra2 (LF) 51.85% 51.85%
Herman Miller Plex (XX) 40.43% 40.43%
Herman Miller Portrait(AW) 40.74% 40.74%
Herman Miller Pronta (JO) 50.62% 50.62%
Herman Miller Sayl (AV) 51.85% 51.85%
Herman Miller Setu (RY) 50.00% 50.00%
Herman Miller Striad (SD) 40.74% 40.74%
Herman Miller Swoop (OA) 43.21% 43.21%
Herman Miller Valor(CR) 47.78% 47.78%
Herman Miller Verus (PI) 51.85% 51.85%
Herman Miller Whisk(HX) 47.78% 47.78%
Knoll Chadwick, Generation, Life, ReGen, Remix,
Toboggan 59.26% 59.26%
Knoll K. Lounge 56.17% 56.17%
Knoll K.Task 56.42% 56.42%
KnollExtra 58.64% 58.64%
KnollStudio 51.23% 51.23%
Knoll Muuto 25.31% 25.31%
Knoll 011o MultiGen Moment 56.42% 56.42%
9 to 5 58.10% 58.10%
Aceray 37.10% 37.10%
Allermuir 39.89% 39.89%
Allseating 57.20% 57.20%
American Seating 44.10% 44.10%
Arconas 54.70% 54.70%
CabDeco 29.89% 29.89%
Cabot Wrenn 36.10% 36.10%
Campbell Contract 37.10% 37.10%
Cape Contract 44.10% 44.10%
Carolina 50.31% 50.31%
Cherryman 44.31% 44.31%
Gressco Quote Quote
R❑di I d 0❑2❑2022 Pag@ 1732of 2-1-28
Coalesse 44.30% 44.30%
Cramer 44.10% 44.10%
Cumberland 37.10% 37.10%
Dauphin 44.10% 44.10%
David Edward 37.10% 37.10%
Davis 44.10% 44.10%
ECD 57.10% 57.10%
Encore 57.70% 57.70%
ERG 45.00% 45.00%
Faustino's 50.31% 50.31%
Forms&Surfaces Quote Quote
H Contract 37.10% 37.10%
HAY(HMI) 46.91% 46.91%
Highmark(OFS) 60.10% 60.10%
HON 56.52% 56.52%
Humanscale 44.00% 44.00%
Keilhauer 44.10% 44.10%
KI Krueger Intl 47.70% 47.70%
Kusch Co 37.10% 37.10%
Landscape Forms Quote Quote
LA-Z-Boy 42.10% 42.10%
Leland 37.90% 37.90%
Malik 37.10% 37.10%
Martin Brattrud 37.10% 37.10%
Memo 44.10% 44.10%
NaughtOne 44.10% 44.10%
Nemschoff(HMI) 40.45% 40.45%
Norix 36.10% 36.10%
OCI-Sitwell 54.28% 54.28%
Office Master 45.70% 45.70%
RFM 53.10% 53.10%
Safco 41.70% 41.70%
Sandler 38.70% 38.70%
Sauder Woodworking 38.20% 38.20%
Segis 42.10% 42.10%
Sitmatic 51.30% 51.30%
Sit on It 60.10% 60.10%
Source 52.10% 52.10%
Spec Furniture 41.10% 41.10%
Stylex 43.10% 43.10%
Venue 53.90% 53.90%
Via 55.10% 55.10%
Virco 54.20% 54.20%
Vitra 36.99% 36.99%
WCI (West Coast Industries) 45.10% 45.10%
Westin Nielsen 37.10% 37.10%
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4<�°v °p`qt CITFUP LAND
oid "The City of Gracious Living"
DATE: December 8,2025
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 WATRY DESIGN,INC.
RECOMMENDED ACTION:
It is recommended that the City Council approve the Professional Services Agreement with Watry Design,Inc. for a not-to-exceed amount of$540,000 to prepare construction documents for the Downtown Parking Structure located on City-owned property at the southeast corner of C Street and First Avenue,and authorize the City Manager to execute the Agreement.
GOAL STATEMENT
The proposed action supports the City's goal to ensure the economic vitality of Downtown through the development of a parking structure that will centralize parking and enable several surface parking lots to be developed and augment the diversity of commercial businesses and residential uses in Downtown.
BACKGROUND
On November 6,2024,the San Bernardino County Transportation Authority(SBCTA)Board of Directors approved the allocation of$500,000 to the City of Upland,subject to approval of a Funding Agreement,from the$1.6 Million sales proceeds of SBCTA's"Upland Surplus Properties",located along the north side of Stowell Street.
Staff specifically requested this amount at the SBCTA Board meeting to help fund the cost to prepare the construction documents for the Downtown parking structure. The remaining$1.1 million sales proceeds went back to SBCTA's general transit fund. However, the Board's approval provided that the City is able to come back in the future to provide status for the parking structure project and request the remaining sales proceeds for construction of the parking structure.
On May 27,2025,the City Council approved the Funding Agreement with SBCTA. The Agreement was signed by both parties and was executed on May 29,2025.
On October 13, 2025, the City Council approved the entitlements for the Downtown parking structure through Development Plan Review No.24-007(Resolution 6850),and determined that the structure was categorically exempt from the California Environmental Quality Act(CEQA),pursuant to Section 15332(In-fill Development Projects)of the CEQA Guidelines. The approval consisted of a 5-level structure containing 407 stalls in 150,000 square feet and including 9,900 square feet of commercial space along both street frontages. The structure's architectural design consists of a citrus packing house theme with the use of brick cladding on the ground floor,corrugated metal panels on the second floor,columns with brick cladding on the upper floors and metal awnings and pane windows adorning the commercial storefronts.
ISSUES AND ANALYSIS
Upon completion of the scope of work in the professional services agreement(PSA),the parking structure would be shovel ready,excluding secondary structural elements,and could be sent out to bid depending on when a funding plan is developed. The scope of work will be completed in several phases as follows:
• Design Development Phase. In this phase, Watry Design will take the 50% site design plans that were prepared for the project's entitlements and complete the design plans at 100%. This includes architecture and parking planning; structural engineering; civil engineering; landscaping; and mechanical, electrical and plumbing.
• Construction Documents Phase. In this phase, Watry Design will take the fully completed project design
listed above and complete the construction documents at 95%. • Plan Check Phase. The 95% construction documents would then be submitted to the City for plan check review, and all comments from the City's review will be incorporated by Watry Design to complete the construction documents at 100%.
• Cost Estimating. The deliverables at each milestone will include a cost estimate of the 95% construction documents.
The cost of the scope of work is detailed below and is provided in Exhibit B to the PSA:
Design Construction Reimbursable
Development Documents Est. Total Plan Check* (100%Design) (95%Design)
Arch/Parking $ 76,000 $ 140,000 $ 5,000 $ 221,000 $ 18,000 Structural $ 40,000 $ 60,390 $ - $ 100,390 $ 10,000 Civil $ 34,000 $ 56,000 $ - $ 90,000 $ 9,000 Landscape $ 14,170 $ 24,440 $ - $ 38,610 $ 2,000 Mep $ 20,000 $ 30,000 $ - $ 50,000 $ 1,000 Total $ 184,170 $ 310,830 $ 5,000 $ 500,000 $ 40,000 *Estimated Plan Check Fee. Total shall equal remaining SD fee from previous agreement at conclusion of entitlements.
The project schedule is provided in Exhibit C to the PSA and will take approximately six(6)weeks to complete the design development phase,and ten(10)weeks to complete the construction documents phase. The plan check review phase will take approximately eight(8)to 12 weeks depending on the time it takes the City to review the construction documents and the time for Watry Design to incorporate the plan check comments into the construction documents.
The City Attorney has reviewed the PSA and exhibits and is recommending approval as to form.
ENVIRONMENTAL DETERMINATION
The Downtown parking structure project was previously determined to be categorically exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15332 (In-fill Development Projects) of the CEQA Guidelines. The City Council made this determination on May 27,2025 along with the project's entitlements. Staff had contracted with a firm to prepare a CEQA Class 32 Categorical Exemption Report and technical analysis to document the project's compliance with the mandatory findings contained in Section 15332 (a-e), of the CEQA Guidelines. No further CEQA review is required with the PSA.
FISCAL IMPACTS
The cost of the PSA is$540,000. Of this amount,$500,000 will be funded through the SBCTA Funding Agreement as approved on May 27, 2025, and be spent out of Account No. 2172203-5258-16128. The remaining amount of $40,000 is available in the SBCTA Downtown Parking Structure Grant Account No. 2172203-5253-16128.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Determined to be Exempt.
CITY OF UPLAND
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of December 8, 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 Watry Design, Inc., a California Corporation with its principal place of business at 3780 Kilroy Airport Way, Suite 220, Long Beach California 90806 (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:
Completion of construction documents for a 5-level parking structure providing approximately 400+ stalls within 150,000 square feet. The ground floor will include retail space along two street frontages totaling approximately 9,900 square feet of area. The protect site is on the southeast corner of C Street and First Avenue in Downtown Upland (hereinafter referred to as"the Proiect").
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 "B." b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of five hundred forty thousand dollars ($540,000.00). 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 Work, as further defined in Section 3, up to ten percent (10%) of the amount of the Agreement or fifty thousand dollars ($50,000.00). In no event shall the total sum of the agreement (original compensation amount 1
and Additional Work) exceed five hundred ninety thousand dollars ($590,000.00). Any additional work in excess of this amount shall be approved by the City Council.
3. Additional Work.
If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.
5. Term of Performance
The term of this Agreement shall be from December 8, 2025, to December 8, 2027 (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 and shall commence performance upon receipt of written notice from the City to proceed ("Notice to Proceed"). Consultant shall complete the services required hereunder as set forth in Exhibit C — Project Schedule. The Notice to Proceed shall set forth the date of commencement of work.
6. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non- performing party. For purposes of this Agreement, such circumstances include but are not limited to, abnormal weather conditions; floods; earthquakes; fire; epidemics; pandemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage or judicial restraint.
b. Should such circumstances occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.
7. Compliance with Law.
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. 2
c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.
8. Standard of Care
Consultant's services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions.
9. Assignment and Subconsultant
Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.
10. Independent Contractor
Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided.
a. PERS Eligibility Indemnification
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System ("PERS") to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
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
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(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
(1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion deleted
(7) Contractual Liability with respect to this Agreement (8) Property Damage
(9) Independent Contractors Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. b. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City.
(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. 4
(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
(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. 5
(iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement. f. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
g. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration.
(ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss.
(iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, 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 6
and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law.
h. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, 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 7
omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney's fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers.
b. If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's performance of"design professional" services (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault.
13. California Labor Code Requirements.
a. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects ("Prevailing Wage Laws"). If the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subconsultants to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor(Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4. b. If the services are being performed as part of an applicable "public works" or "maintenance" project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1. 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, 8
indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Consultant or any subcontractor.
14. Verification of Employment Eligibility.
By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.
15. Reserved.
16. Laws and Venue.
This Agreement shall be interpreted in accordance with the laws of the State of California.
If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California. 17 Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10)calendar days written notice to Consultant. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said 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 Taylor Kim 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.
9
This Agreement is limited to and includes only the work included in the Project described above.
21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to:
DISTRICT: CONSULTANT:
City of Upland Watry Design, Inc.
460 N. Euclid Avenue 3780 Kilroy Airport Way
Upland, CA 91786 Long Beach, CA 90806
Attn: Development Services Director Attn: Michael Pendergrass, Principal-in- Charge
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
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This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party, unless such waiver is specifically specified in writing.
28. Time of Essence
Time is of the essence for each and every provision of this Agreement.
29. 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]
11
SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND
AND WATRY DESIGN, INC.
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.
CITY OF UPLAND WATRY DESIGN, INC.
By: By:
Michael Blay,
City Manager Its: Principal-in-Charqe
Printed Name: Michael Pendergrass
ATTEST:
By:
Keri Johnson
City Clerk
APPROVED AS TO FORM
By:
Stephen P. Deitsch
City Attorney
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EXHIBIT A
Scope of Services
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City of Upland — Page 3 of 8
WDI 24-020 September 25, 2025
EXHIBIT A - SCOPE OF WORK
This is an exhibit attached to and made part of the proposal dated September 5,2025, between WATRY DESIGN, INC. and The City of Upland,hereinafter referred to as the CLIENT.
Section 1- Basic Services
1.1 Project Definition
1.1.1 Watry Design, Inc. shall review the program furnished by the Client to ascertain the requirements of the Project and shall arrive at a mutual understanding of such requirements with the Client.
1.1.2 Watry Design, Inc. shall assist in the development of design and construction schedules and assist the Client in evaluating the construction budget.
1.2 Design Development Phase
1.2.1 Attend coordination meetings,assume bi-weekly.
1.2.2 Prepare the following milestone submittals: 100%DD Architecture&Parking Planning
1.2.3 Confirm code required parking for ADA and Electric Vehicles are being met.
1.2.4 Further develop Architectural Elevations shown in the Schematic Design Submittal.
1.2.5 Deliverables at each milestone submittal will include:
• Design Criteria Narrative
• Architectural&Parking Floor Plans
• Parking Level Drainage Plans
• Architectural Elevations
• Architectural Building Sections
• Draft specifications
Structural Engineering
1.2.6 Watry Design, Inc. shall provide updated Structural Criteria for the Geotechnical Engineer.
1.2.7 Prepare structural framing plans and foundation plan.The framing plans will be based on CIP, post- tensioned concrete.
1.2.8 Deliverables at each milestone submittal will include:
• Design Criteria Narrative
• Structural Framing Plans
• Structural Foundation Plans
• Structural details as needed
• Draft specifications
Civil Engineering
1.2.9 Deliverables at each milestone submittal will include:
• Existing Condition Plan/Topography—for reference only • Site Demolition Plan
• Horizontal Control/Site Improvement Plan
• Proposed Grading and Drainage Plan
• Typical Site Sections
• Composite(Wet) Utility Plan
• Preliminary Water Quality Management Plan (pWQMP)
San Jose,CA I Irvine, CA
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WDI 24-020 September 25, 2025
• Draft specifications
Landscape Architecture
1.2,10 Deliverables at each milestone submittal will include:
• Preliminary Hardscape Plans/Details
• Preliminary Irrigation Layout
• Preliminary Planting Plans
• Draft specifications
MEP Engineering
1.2.11 Deliverables at each milestone submittal will include:
• HVAC design of the building and associated facilities. • Provide detailed load calculations and Title 24 calculations. • Electrical and lighting design of the building and associated facilities. • Plumbing design up to five feet outside of the building. • Telecommunications design of the building.
• Retail tenants will be designed to core&shell utilities only. • Technical Specifications
Cost Estimating
1.2.12 Deliverables at each milestone submittal will include:
• Cost Estimate of 100%DD documents
1.3 Construction Documents Phase
1.3.1 Attend coordination meetings,assume biweekly.
1.3.2 Prepare the following milestone submittals:95%CD(for Plan Check submittal) Architecture&Parking Planning
1.3.3 Confirm code required parking for ADA and Electric Vehicles are being met.
1.3.4 Further develop Architectural Elevations shown in Schematic Design Submittal.
1.3.5 Deliverables at each milestone submittal will include:
• Architectural &Parking Floor Plans
• Parking Level Drainage Plans
• Architectural Elevations
• Architectural Building Sections
• Enlarged Floor Plans(of specific areas as needed)
• Typical Wall Sections
• Architectural Details
• Architectural Specifications
• Building Code Analysis
Structural Engineering
1.3.6 Review the effect of Secondary and Non-Structural elements on the Primary Structural System and design the Primary Structural System to accept and support such items. The Contract Documents shall provide information regarding the supporting capability and physical attachment limitations of the Primary Structural System.
1.3.7 Designate on the Contract Documents all required Special Inspection and Testing.
1.3.8 Prepare Structural Calculations for the Primary Structural System for submittal to Governing Building Officials.
1.3.9 Designate elements to be designed by Specialty Engineers(Delegated Design). The Contract Documents will specify the structural design criteria,type of element, position within structure and connection to Primary Structural System,and required Submittals.
San Jose,CA I Irvine, CA
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City of Upland Page 5 of 8
WDI 24-020 September 25, 2025
1.3.10 Watry Design, Inc.shall designate elements to be designed by Specialty Engineers. The Contract Documents shall specify Structural Design Criteria,type of element, position within structure and connection to Primary Structural System, and required Submittals.
1.3.11 Deliverables at each milestone submittal will include:
• Structural Framing Plans, including enlarged plans as needed • Structural Foundation and Slab-on-Grade Plans
• Structural details as needed
• Structural Calculations
• Specifications
Civil Engineering
1.3.12 Deliverables at each milestone submittal will include:
• Existing Condition Plan/Topography—for reference only • Site Demolition Plan
• Horizontal Control/Site Improvement Plan
• Precise Grading and Drainage Plan
• Onsite Sewer&Water Plan
• Erosion Control Plan
• Construction Details/Sections
• Storm Water hydrology and hydraulics Drainage Report • Final Water Quality Management Plan(pWQMP)
• Specifications
Landscape Architecture
1.3.13 Deliverables at each milestone submittal will include:
• Construction Plans and Details
• Irrigation Plans,Schedules,Calculations, and Details • Planting Plans, Details, Notes, and Legend
• Technical Specifications
MEP Engineering
1.3.14 Deliverables at each milestone submittal will include:
• HVAC design of the building and associated facilities. • Provide detailed load calculations and Title 24 calculations. • Electrical and lighting design of the building and associated facilities. • Plumbing design up to five feet outside of the building. • Telecommunications design of the building.
• Retail tenants will be designed to core&shell utilities only. • Technical Specifications
Cost Estimating
1.3.15 Deliverables at each milestone submittal will include:
• Cost Estimate of 95%CD Documents
1.4 Plan Check Phase
1.4.1 Watry Design, Inc.and consultants shall respond to Governing Building Official's comments on Contract Documents prepared by the design team.
1.4.2 It is assumed that the plan checker is experienced in checking projects of a similar nature to the project being designed.
1.4.3 It is assumed the plan check will be complete prior to going to bid.
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WDI 24-020 September 25, 2025
1.5 Consultants
1.5.1 Watry Design, Inc.shall hire the following consultants to prepare work for the project based on their expertise:
BKF—Civil Engineer
Lynn Capouya—Landscape Architect
MA Engineers—MEP Engineers
1.5.2 Watry Design, Inc.shall coordinate with subconsultants provided under contract to others including:
GeoTek—Geotechnical Engineer
1.6 Assumptions
1) Project will be designed and submitted for permit in February 2026, under 2022 code cycle 2) Reimbursables estimate does not include mass printing. 3) The project will not be pursuing Parksrnart certification. 4) The Revit model will not need to be updated during construction administration. Field changes will be documents via the contractor's As-Built drawings.
1.7 Exclusions from Basic Fee
1) Models and/or Presentation Drawings for City approvals. These can be provided as additional services.
2) Value Engineering Phases
3) Phased Permitting
4) Record drawings or conformed sets
5) Parking Access Control System(PARCS)design
6) Bidding and Construction Administration scope
Section 2 -Additional Services
2.1 General
2.1.1 Services beyond those outlined under Basic Services are frequently requested. They are categorized as Special and Extra Services. These services may be provided by Watry Design, Inc. under terms mutually agreed upon by the Client and Watry Design, Inc.
2.1.2 Special Services are services which may or may not be foreseen at the beginning of design stages, and are not normally included as Basic Services. Examples include, but are not limited to:
1) Services related to the analysis of the Client's needs and programming the requirements of the Project.
2) Services related to financial feasibility or other special studies. 3) Services related to planning surveys, site evaluations or comparative studies of prospective sites. 4) Services related to special surveys,environmental studies and submissions required for approvals of governmental authorities or others having jurisdiction over the Project. 5) Services related to the structural design of Non-Structural Elements and their attachments, such as:
i. Antennas and flagpoles.
ii. Mechanical,electrical and plumbing equipment, storage tanks,cooling towers and underground vaults.
San Jose,CA I Irvine, CA
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WDI 24-020 September 25, 2025
6) Services related to the structural design of Secondary Structural Elements and their attachments that are part of deferred submittals items which would be design build by the contractor,such as:
i. Steel Stairs.
ii. Pre-Cast Panels
iii. Mechanisms and guide systems for elevators, escalators, other conveyor systems and associated operating equipment
iv. Window washing systems and tie downs
v. Connection and support for solar systems
7) Structural design of site-work elements not part of the Building Structural System,such as i. Retaining walls,culverts,bridges,etc.
ii. Support for landscape furnishings such as flagpoles, lighting poles,benches,foundations, pools, signs, etc.
8) Services related to special dynamic analysis such as spectrum or time-history response to seismic forces, or floor-response analysis for foot-fall or vibratory equipment. 9) Services related to special wind analyses,such as wind-tunnel test,etc. 10) Services related to"seismic risk" analysis.
i. Preparation of demolition documents,except as included in basic services above. 11) Field Investigation of existing Buildings and structures including surveys of existing construction or to make measured drawings thereof.
12) Services connected with the preparation of documents for alternate bids or for segregated Contracts for phased or fast-track construction.
13) Design or field observation of shoring and bracing for excavations and building, of underpinning of adjacent structures.
14) Design or review related to contractor's construction related equipment,e.g.,cranes hoist,etc. 15) Design for future expansion, facilities,systems and equipment. 16) Preparation of record set of Drawings.
17) Preparation of shop or fabrication Drawings,for example,tilt-up wall panel Drawings, reinforcing and structural steel detailing, etc.
18) Services provided after the issuance to the Client of the final Certificate of Payment,or in the absence of a final Certificate for Payment,more than 60 days after the date of Substantial Completion of the Work.
19) Providing services of consultants for other than those listed above.
2.1.3 Extra Services--These are services which arise as a result of unforeseen circumstances during the design or construction process.
Examples include,but are not limited to:
1) Services resulting from changes in scope or magnitude of the project as described and agreed to under the Basic Services Agreement.
2) Services resulting from changes necessary because of a construction cost over-run which is outside the control of Watry Design, Inc.
3) Services resulting from revisions which are inconsistent with approvals or instructions previously given by the Client.
4) Services resulting from revisions due to the enactment or revision of codes, laws,or regulations subsequent to the preparation of documents.
5) Services resulting from revisions due to changes required as a result of the Client's failure to render decisions in a timely manner.
6) Services resulting from Construction Change Orders. 7) Services resulting from corrections or revisions required because of errors or omissions in construction by the Building contractor or in design by consultants other than Watry Design, Inc. or its subconsultants.
8) Services resulting from construction procedures over which Watry Design, Inc. has no control. 9) Services due to extended design or construction time schedules.
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10) Services,including assisting in preparation for litigation or arbitration as witnesses or consultants,in connection with any public hearing, arbitration,or legal proceedings with respect to the project. 11) Services resulting from damage,as the result of fires,man made disasters, or acts of God. 12) Review and design of alternate or substitute systems except as provided under basic services. 13) Review of additional shop drawing Submittals when occasioned by improper or incomplete Submittals.
14) Overtime work required by the Client.
15) Services rendered for special foundations when the discovery of poor soil conditions is made after execution of this Agreement. Examples include, but are not limited to:deep foundations such as driven piles or drilled piers,mat footings, structural grade slabs, and grade beams.
END OF EXHIBIT A
San Jose,CA I Irvine, CA
watrydesign.com
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.
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WATRY DESIGN, INC.
Architects Engineers Parking Planners
EXHIBIT B
COMPENSATION
Compensation for our services shall be time and materials, billed monthly for basic services in each phase shall be as follows:
DESIGN CONSTRUCTION
DEVELOPMENT DOCUMENTS REIMBURSABLE TOTAL PLAN CHECK* (60% DESIGN) (90%DESIGN) EST.
ARCH/PARKING $ 76,000 $ 140,000 $ 5,000 $ 221,000 $ 18,000 STRUCTURAL $ 40,000 $ 60,390 $ - $ 100,390 $ 10,000 CIVIL $ 34,000 $ 56,000 $ - $ 90,000 $ 9,000 LANDSCAPE $ 14,170 $ 24,440 $ - $ 38,610 $ 2,000 MEP $ 20,000 $ 30,000 $ - $ 50,000 $ 1,000 TOTAL $ 184,170 $ 310,830 $ 5,000 $ 500,000 $ 40,000 *Estimated Plan Check Fee.Total shall equal remaining SD fee from previous agreement at conclusion of entitlements.
Additional Services shall be charged at our current standard hourly rates.
Reimbursable expenses as described in the attached Exhibit B Terms and Conditions shall be billed at cost plus 10% handling.
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WATRY DESIGN, INC.
Architects Engineers Parking Planners
2025-2026 Hourly Rates
Principal 335
Director 295
Associate Principal 285
Associate Director 275
Senior Project Manager 265
Project Manager 255
Assistant Project Manager 245
Senior Job Captain 235
Job Captain 225
Senior Designer 215
Staff Designer 205
Project Administrator 170
Administrator 150
Costs for Reimbursables
Reimbursable Expenses- Expenses including the costs of out-of-town travel (such as airfare and hotel), mileage, parking, printing,typography, delivery, photography, and models shall be billed by Watry Design, Inc. at cost plus 10%. Mileage is billed at 70 cents per mile. In-house large format copies are billed at$2.00 per sheet for black and white and $5.00 per sheet for color. watrydesign.com
BKF ENGINEERS PROFESSIONAL SERVICES
RATE SCHEDULE
2025-2026
CLASSIFICATION HOURLY RATE
PROJECT MANAGEMENT
Principal in Charge $333.00
Senior Project Executive $309.00
Project Executive $301.00
Senior Project Manager I Senior Technical Manager $292.00 Project Manager I Technical Manager $287.00 Engineering Manager I Surveying Manager I Planning Manager $264.00
TECHNICAL STAFF
Senior Project Engineer I Senior Project Surveyor I Senior Project Planner $245.00 Project Engineer I Project Surveyor I Project Planner $215.00 Design Engineer I Staff Surveyor I Staff Planner $188.00 BIM Specialist I, II, III $188.00 - $215.00 - $245.00 Technician I, II, Ill, IV, V $179.00 - $190.00 - $208.00 - $224.00 - $242.00 Drafter I, II, III, IV $140.00 - $153.00 - $166.00 - $184.00 Engineering Assistant I Surveying Assistant I Planning Assistant $117.00
FIELD SURVEYING
Survey Party Chief $245.00
Instrument Person $210.00
Survey Chainperson $158.00
Utility Locator I, II, III, IV $128.00 - $181.00 - $217.00 - $247.00 Apprentice I, II, III, IV $97.00 - $130.00 - $144.00 - $152.00
CONSTRUCTION ADMINISTRATION
Senior Consultant $320.00
Senior Construction Administrator $279.00
Resident Engineer $207.00
Field Engineer I, II, III, IV $188.00 -$215.00 - $245.00 - $263.00
FUNDING & GRANT MANAGEMENT
Director of Funding Strategies $229.00
Funding Strategies Manager $210.00
Funding/Research Analyst I, II, Ill, IV $144.00 - $166.00- $176.00 -$194.00
PROJECT ADMINISTRATION
Project Coordinator $156.00
Senior Project Assistant $134.00
Project Assistant $119.00
Clerical I Administrative Assistant $100.00 Expert witness rates are available upon request.
Subject to the terms of a services agreement:
• Charges for outside services, equipment, materials, and facilities not furnished directly by BKF Engineers will be billed as reimbursable expenses at cost plus 10%. Such charges may include, but shall not be limited to: printing and reproduction services;shipping, delivery, and courier charges; subconsultant fees and expenses; agency fees; insurance;transportation on public carriers; meals and lodging;and consumable materials. • Allowable mileage will be charged at the prevailing IRS rate per mile. • Monthly invoices are due within 30 days from invoice date. Late Fee will be charged at 1.5%per month on past due accounts. • The rates shown are subject to periodic increases, including January 1st of each year.
BKF ENGINEERS
Principals
Michael Akavan,PE,LEED AP
i Y LL l Roy Campbell,PE,LEED AP
Jerry Coult,CPD,LEED AP
ENGINEERS Daniel Grammier,PE,LEED AP
Brian Hahnlen
Richard Hernandez,CPD,LEED AP
Eric Leftwich,PE
Vincent Luna,PE
Tom Lunneberg,PE,LEED AP BD+C,CxA
David Noji,LEED AP
Shahab Salehi,PE,LEED AP
Dwayne Sattler,CPD
Harold Stueven,PE
Benny Sy,PE,CPD
Ray Thompson
Vincent Vegas,PE,CPD,LEED AP
HOURLY PROFESSIONAL MEP ENGINEERING SERVICES
Principal $250.00
Associate $220.00
Project Manager $200.00
Project Engineer $160.00
Senior Designer $135.00
Designer $110.00
CAD Operator $85.00
Administrative $75.00
CONSULTING ENGINEERS
5160 Carroll Canyon Rd, Suite 200, San Diego, California 92121 I ©858.200.0030 I www.ma-engr.com
LCLYNN CAPCUYA INC.
LANDSCAPE ARCHITECTS
2024 HOURLY RATE SCHEDULE
Attachment A
Classification Hourly Rate
Principal $ 290.00
Certified Irrigation Designer/Auditor $ 185.00 Senior Project Manager/ Landscape Architect $ 185.00 Project Manager/ Landscape Architect $ 175.00 Design Staff II $ 125.00
Design Staff I $ 110.00
Admnistrative Staff $ 100.00
Reimbursable expenses related to the project,whether for in-house, consultant or client use will be billed at 1.15 times direct cost. Such expenses include, but are not necessarily limited to:
• CAD plotting of check sets and presentation drawings • Outside service scanning, printing,copying of drawings and documents of any size. • In-house project related printing/copying(black/white and color), including draft and final reports,specifications, and drawings.
• Postage, delivery, and messenger service (prior client approval) • Renderings, physical and digital scale models and animations. • Videos,web services, opinion surveys.
• Travel expenses, including mileage,tolls, lodging and meals. • Presentation boards.
• Software purchase and licensure on behalf of the client.
Hourly Billing Rates will be updated no more than once a year from the date of executed agreement. 2024 Rates effective through 12/31/2024
EXHIBIT C
Project Schedule
15
WATRY DESIGN, INC.
--- Architects Engineers Parking Planners
Exhibit C
PROJECT DESCRIPTION:
The project consists of a 5-level structure providing approximately 400 parking stalls in 150,000 square feet.The ground floor will include retail space along the two street frontages, totaling approximately 9,900 square feet of area.This structure will be of concrete cast-in-place (CEP) construction with post-tensioned slabs and beams, and reinforced concrete columns.The lateral force resisting system will be a combination of special reinforced concrete moment frames and shear walls. Foundations will be shallow spread/strip footings.The exterior design will take inspiration from the local packing house using a combination of brick veneer and corrugated metal panels.
SCHEDULE/MILESTONES:
The remaining design phases for the parking structure includes the following:
Design Development(60%Design Document) 6 weeks Prepare and provide 60%design drawings and outline specifications for client review.
Construction Documents(90%Design Documents) 10 weeks Prepare and provide 90% Construction Document drawings, specifications, and calculations for permit submittal.
Plan Check(100% Design Documents) 8-12 weeks Provide plan check response support including one resubmittal and response to plan check comments.
Prepare and deliver a 100% permitted set of drawings, specifications, and calculations ready for construction. watrydesign.com
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1 CALIFORNIA LEVINE ACT DISCLOSURE STATEMENT
`ttFO1
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 reuse themselves before the proceeding unless the violation has been properly cured.
Current Upland City Council Members are listed at:
https://www.upla ndca.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.
Dee. 1, 202.5
Date Signat of authorized individual
WdrtYvj De5k/n 1 G / orw,
Company/Applicant Name
(Levine Act definitions on reverse side)
LEVINE ACT DISCLOSURE STATEMENT DEFINITIONS
Term Definition Law
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:
Covered (1)Applied for by the party; FPPC Req 18438.2(a) "proceedings" (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.
Any person who files an application for, or is the
Party subject of, a proceeding involving a license, permit, or Gov. Code 84308(a)(1) other entitlement for use.
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 Gov. Code 84308(a)(2] entitlement for use and who has a financial interest in Participant the decision.A person actively supports or opposes a FPPC Req 18438.4 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.
A person who represents a party or participant for
compensation and appears before or otherwise
Agent communicates with the governmental agency for the purpose of influencing the pending proceeding. See FPPC Req 18438.3 FPPC Reg 18438.3 for exceptions for certain
consultants.
A contract required by law to be awarded to the lowest
responsible bidder with a responsive bid, or, if the FPPC Reg Competitively Bid successful bidder refuses or fails to execute the 18438.2(a)(3)(A) contract, to the next lowest bidder with a responsive
bid.
A contract or agreement reached through collective
bargaining or with a representative group regarding
Labor Contract the salary, benefits, or terms and conditions under an FPPC Reg employment or retirement policy for employees or 18438.2(a)(3)(B) retirees, including a project labor agreement entered
under Public Contract Code Section 2500.
Personal A contract for employment, including the terms and Employment conditions of employment, between the agency and FPPC Reg Contract an agency employee.A contract with an independent 18438.2(a)(3)(C)-(D) contractor is NOT a personal employment contract.
4c, °v °p`q� CITFUP LAND
oid.�, �. "The City of Gracious Living"
c�lrFOR�i�
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:ROBERT D.DALQUEST.DEVELOPMENT SERVICES DIRECTOR
JOSHUA WINTER, SENIOR PLANNER
SUBJECT: CONSIDER ADOPTING A RESOLUTION ESTABLISHING A POLICY FOR BY-RIGHT
PROCESSING OF CERTAIN RESIDENTIAL DEVELOPMENT PROJECTS PURSUANT TO
GOVERNMENT CODE
RECOMMENDED ACTION:
It is recommended that the City Council adopt a Resolution establishing a policy for the processing of specific residential development projects consistent with Government Code Section 65583.2, Subdivisions(c),(h),and(i).
GOAL STATEMENT
The proposed action supports the City's goal of encouraging new,balanced growth with a range of housing choices.
BACKGROUND
The City Council formally adopted all required General Plan and Zoning Code amendments to obtain certification of the 2021-2029 Housing Element from the California Department of Housing and Community Development (HCD) on September 8th and 22',2025. Following adoption,staff provided the approved ordinances and resolutions to HCD for final review and certification of the Housing Element. During that review,HCD identified that the amendments, while largely consistent with Housing Element law,need formal clarification on the City's intent related to Low-and Very-Low-Income Housing Element sites,in order to be determined fully compliant with Government Code§65583.2.
Specifically,State law requires that when a city rezones sites to accommodate its Low and Very Low Income RHNA, the City must permit qualifying residential projects"by-right"and may not require a conditional use permit,planned unit development permit,or any other discretionary approval. HCD determined that the City's adopted amendments did not include an explicit ministerial authorization for such projects on the rezoned Housing Element sites,resulting in a minor technical inconsistency with the statutory requirements.
Although the Zoning Code Text Amendments adopted by the City Council in September removed all discretionary permit requirements for all housing projects citywide, regardless of income category,thereby fulfilling the intent of Government Code §65583.2, the amendments did not include an explicit provision including language stating that housing developments on the rezoned Low-and Very Low-Income Housing Element sites are permitted ministerially.
This omission means that, while the City's regulations operate consistently with State law, in practice, they do not fully satisfy the letter of the statutory requirement,which calls for dictating a specific,affirmative by-right allowance on those designated RHNA sites.
Therefore, the proposed Resolution formalizes the City's obligation to process these types of projects on a by-right basis which are located on sites listed in the lower income category of the City's adopted 2021-2029 Housing Element, which are consistent with the rezoning actions previously approved by the City Council. After adoption of the Resolution,a copy will be provided to HCD to complete the Certification.
ISSUES AND ANALYSIS
Government Code§65583.2(c),(h),and(i)require that jurisdictions provide by-right approval for qualifying housing developments on these sites when:
• A minimum of 20 percent of units are affordable to lower-income households,and • The site is identified in the Housing Element as a Lower-Income RHNA site requiring rezoning.
Under"use by right,"the City may apply objective development standards but may not require discretionary approvals that would constitute a "project" under CEQA. Ministerial review also means the development is not subject to CEQA,consistent with Public Resources Code§21080.
The purpose of the Resolution is to:
• Formally direct staff to provide ministerial, by-right processing for qualifying residential projects on designated Housing Element sites.
• Implement State law governing Housing Element compliance and the provision of adequate sites for Low and Very Low-income housing.
• Clarify local procedures to applicants, property owners, and HCD regarding the City's compliance with Government Code§ 65583.2.
Effect on Development Review
No change to the City's development review process will occur since the Zoning Code Text Amendments approved in September 2025 already allows for all housing development to occur"by right". Therefore,the proposed resolution clarifies that:
• No Conditional Use Permit, Planned Unit Development Permit, Minor/Major Site Plan Review, or other discretionary entitlement may be required.
• The City may apply objective zoning and design standards, including height limits, setbacks, FAR, and objective design criteria.
• The City must process qualifying projects ministerially and may only request corrections based on objective standards.
ENVIRONMENTAL DETERMINATION
The Resolution is exempt from the requirements of the California Environmental Quality Act(CEQA) pursuant to CEQA Guidelines §15061(b)(3), the "common sense" exemption, because the adoption of an administrative policy has no potential to result in a direct or reasonably foreseeable indirect physical change in the environment.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative direction to staff.
CEQA: Determine to be Exempt.
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UPLAND, CALIFORNIA ESTABLISHING A POLICY FOR THE
PROCESSING OF SPECIFIC RESIDENTIAL DEVELOPMENT
PROJECTS CONSISTENT WITH GOVERNMENT CODE
SECTION 65583.2, SUBDIVISIONS (C), (H), AND (I)
WHEREAS, on September 8, 2025 the City Council adopted Resolution No. 6847, adopting the Addendum to Final Environmental Impact Report (SCH No. 2012041006) under the California Environmental Quality Act and approved General Plan Amendment No. 23-0001 changing the General Plan Land Use Designation of specific parcels to meet the City's Regional Housing Needs Allocation (RHNA), and adopting and implementing the City of Upland 2021-2029 Housing Element; and WHEREAS, on September 22, 2025, the City Council adopted Ordinance 2001, approving Zoning Change No. 23-0001 changing the Zoning District Classification of specific parcels to meet the City's Regional Housing Needs Allocation (RHNA); and WHEREAS, on September 22, 2025, the City Council adopted Ordinance 2002, approving Specific Plan Amendment No. 23-0001 for certain modifications to the Historic Downtown Upland Specific Plan to meet the City's Regional Housing Needs Allocation (RHNA); and
WHEREAS, Government Code Section 65583.2 requires that specific residential development projects shall be allowed through a by-right process on properties identified to accommodate the City's lower income RHNA.
NOW, THEREFORE, the City Council of the City of Upland hereby finds, determines and resolves as follows:
Section 1. Findings. The above recitals are true and correct and are incorporated herein by this reference.
Section 2. Determination. The City Council hereby directs City staff to allow projects with at least 20 percent or more units affordable to lower income individuals through a by-right process per, Government Code Section 65583.2, Subdivisions (c), (h), and (i), on sites identified in Table B6 of the 2021-2029 Housing Element which have been rezoned to accommodate the lower income RHNA. For this purpose, "by- right" means that the City shall not require a Conditional Use Permit, Planned Unit Development Permit, or other discretionary review or approval that would constitute a "project"for purposes of Division 13 (commencing with Section 21000) of the Public Resources Code.
Section 3. Compliance with California Environmental Quality Act. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity described in this Resolution is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
Section 4. Certification. The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.
Section 5. Severability. If any section, subsection, subdivision, sentence, or clause or phrase in this Resolution or any part thereof is for any reason held to be unconstitutional, invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Resolution or any part thereof. The City Council hereby declares that it would have adopted each section irrespective of the fact that any one or more subsections, subdivisions, sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.
Section 6. Effective Date. This Resolution shall become effective immediately.
PASSED, APPROVED and ADOPTED this 8th day of December, 2025.
Bill Velto, Mayor
I, Keri Johnson, City Clerk of the City of Upland, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 8th day of December 2025, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Keri Johnson, City Clerk
���°F °p`q� CITY
.�, �. '� "The City of Gracious Living"
c�lrFOR�i� Z�v�/ `C`/ oid
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:ROBERT D.DALQUEST,DEVELOPMENT SERVICES DIRECTOR
DIANE COTTO,HOUSING MANAGER
SUBJECT: CONSIDER APPROVAL OF AN AGREEMENT FOR WEED ABATEMENT INSPECTION
PROGRAM CONSULTANT SERVICES
RECOMMENDED ACTION
It is recommended that the City Council approve an agreement with Julie Hernandez doing business as"Your Property Solutions"for Weed Abatement Inspection Program Consultant Services for the Fiscal Year 2026 cycle in an amount not-to-exceed$70,000 and authorize the City Manager to execute the agreement.
GOAL STATEMENT
The proposed action supports the City's objective to ensure the safety of residents and their families in their homes and neighborhoods, while offering essential guidance on disaster preparedness and safeguarding their family and property.
BACKGROUND
The City of Upland's Weed Abatement Inspection Program is an annual public safety initiative regulated under Upland Municipal Code Chapter 8.12—Weed and Rubbish Abatement. The intent and purpose of the program is to:
• Inspect all parcels within the City for compliance • Identify properties that pose fire hazards or public nuisances • Notify property owners of violations
• Prepare documentation for the annual public hearing and special assessment process This program is inspection-based,not a vegetation-removal service. The consultant's role is to document violations, issue notices,perform re-inspections,and prepare the required logs and reports for City Council consideration.
The Fiscal Year 2026 cycle is expected to include inspections of over 22,000 parcels from February through June, followed by administrative and reporting tasks in July and early August.
ISSUES AND ANALYSIS
A Request For Proposals(RFP)for Weed Abatement Inspection Program Consultant Services was issued on October 15, 2025, and posted on a vendor network through November 12, 2025, as well as staff reached out to several consulting firms. Staff fielded questions from a number of companies but only received two (2) proposals by the submission deadline:
1. Your Property Solutions-$70,000
2. Julian Tree Care,Inc.—Did Not Meet Threshold
A threshold review was conducted to ensure:
• Compliance with the required scope of work
• Understanding of inspection requirements versus abatement services • Adequate staffing and experience
• Cost reasonableness and operational capacity
Although only one (1) proposal met all threshold requirements, the City's issuance of an open and publicly posted RFP, receipt of multiple submissions, and completion of a documented evaluation process satisfies the City's competitive procurement standards. The solicitation was made available to all interested vendors through the City's vendor network, and proposals were reviewed against objective criteria to ensure fairness, transparency, and compliance with procurement regulations.Therefore,the RFP process is considered a valid competitive bid process.
ENVIRONMENTAL DETERMINATION
The subject contract for weed abatement services is not a project under the California Environment Quality Act (CEQA) pursuant to Section 15378 of the CEQA Guidelines. Organizational or administrative activities of government that will not result in direct or indirect physical changes in the environment are not a project under CEQA.
FISCAL IMPACTS
The cost of consultant services is estimated at$70,000,and expenses are mostly offset through program fees assessed to non-compliant parcels.The City Manager is authorized to approve"additional work",as defined in Section 3,in an amount up to ten percent (10%) of the Agreement, but under no circumstances is the total annual compensation, including the base amount and any approved"additional work",exceed$77,000. Any"additional work"beyond this limit requires City Council approval.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
CITY OF UPLAND
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of December 9, 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 Your Property Solutions, Julie Hernandez, Doing Business as (DBA) "Your Property Solutions" with its principal place of business at 169 Channing Street, Redlands, CA 92373 (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:
Weed Abatement Inspection Program (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 "B." b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of$70,000.00 per year. 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 Work, as further defined in Section 3, up to ten percent (10%) of the amount of the Agreement. In no event shall the total sum of the agreement (original compensation amount and Additional Work) exceed Seventy 1 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
Seven Thousand Dollars ($77,000.00) per year. Any additional work in excess of this amount shall be approved by the City Council.
3. Additional Work.
If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
4. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.
5. Term.
The term of this Agreement shall be from December 9, 2025 to December 8, 2028, unless earlier terminated as provided herein. Consultant shall perform its services in a prompt and timely manner within the term of this Agreement.
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. 2 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.
8. Standard of Care
Consultant's services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions.
9. Assignment and Subconsultant
Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates, and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.
10. Independent Contractor
Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided.
a. PERS Eligibility Indemnification
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System ("PERS") to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
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. 3 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
a. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City. (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:
(1) Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX) exclusion deleted
(7) Contractual Liability with respect to this Agreement (8) Property Damage
(9) Independent Contractors Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its officials, officers, employees, agents and City designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured. b. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City.
(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).
4 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
(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
(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 5 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement.
f. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer's equivalent) signed by the insurer's representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
g. Policy Provisions Required
(I) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration.
(ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant's policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss.
(iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their 6 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
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:
(1) Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, 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 7 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
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.
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 8 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
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.
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. City Material Requirements.
Consultant will provide all equipment necessary to conduct inspections (e.g., cell phones, tablets, computers, vehicles, etc.) which are deemed to be a part of this Agreement.
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.
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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 Julie Hernandez as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.
20. Limitation of Agreement.
This Agreement is limited to and includes only the work included in the Project described above.
21. Notice
Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to:
CITY: CONSULTANT:
City of Upland Your Property Solutions
460 N. Euclid Avenue 169 Channing Street
Upland, CA 91786 Redlands, CA 92373
Attn: Housing Manager Attn: Julie Hernandez, President 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 10 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
24. Entire Agreement
This Agreement, with its exhibits, represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both Parties hereto. This is an integrated Agreement.
25. Severability
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
26. Successors and Assigns
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.
27. Non-Waiver
None of the provisions of this Agreement shall be considered waived by either Party, unless such waiver is specifically specified in writing.
28. 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 11 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
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 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT
BETWEEN CITY OF UPLAND AND
JULIE HERNANDEZ
DBA YOUR PROPERTY SOLUTION
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date first above written.
CITY OF UPLAND JULIE HERNANDEZ
Doing Business As Your Property Solutions
Approved By:
By: By:
Michael Blay
City Manager Its: President
Printed Name: Julie Hernandez
ATTEST:
By: By:
Keri Johnson
City Clerk Its:
Printed Name:
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
13 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
EXHIBIT A
Scope of Services
A. Contractor Responsibilities
The selected contractor will:
• Conduct inspections of identified properties within City limits. • Issue standardized Courtesy Notices, Notices to Comply, and Notices to Abate. • Provide documentation suitable for City Council hearings and assessment reports. • Assist with public outreach and program-marketing. • Provide all necessary equipment for inspections (e.g., cell phones, tablets, computers, vehicles, etc.).
• Ensure compliance with all State and City regulations. • Maintain dedicated desk hours to respond to inquiries to address resident questions and complaints.
• Coordinate with the County Fire Marshal on special weed abatement and fire hazard projects.
• Participate in small claims court proceedings related to the Program. • Respond To Public Records Act pertaining to the Program.
B. Program Marketing /Outreach / Public Notices
The contractor shall assist the City in preparing and distributing program notices through the following methods:
1. Public Notice— Prepare and publish required notices in local newspaper(s).
2. Upland Today— Draft a program summary for inclusion in the City's newsletter.
3. Utility Bill Inserts — Prepare inserts for monthly utility bill mailings.
4. Message Boards — Draft messages for display on City electronic boards.
5. Housing Division Website — Provide updated content for the City's Housing webpage.
6. Flyers — Design and distribute program flyers.
7. Direct Mail — Prepare and issue mailings to property owners identified as non-compliant.
C. Inspections
• Conduct property inspections for compliance.
• Document site conditions with photos and reports.
• Provide weekly status updates to City staff.
D. Courtesy Notice
• Prepare and issue a Courtesy Notice to property owners as an initial reminder. • Clearly outline required corrective actions and timeframe for voluntary compliance.
E. Notice to Comply
14 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
• Issue Notice to Comply when a property owner fails to achieve compliance after receiving a Courtesy Notice.
• Specify all required corrective actions and the deadline for completion.
F. Notice to Abate
• Issued a Notice to Abate when a property owner fails to comply after receiving a Notice to Comply.
• Provides final notice prior to City-initiated abatement.
G. City Council Meetings
• Prepare supporting materials for staff reports, public records requests, resolutions, subpoenas, and assessment hearings.
• Attend and participate in City Council meetings, small claims proceedings, or other meetings as required by the City.
H. Program Initiation
1. Staff Report Preparation
o Draft the annual report and resolution authorizing the Weed Abatement Program.
2. Public Notice
o Prepare and submit official public notice to City Clerk for publication.
3. List of Violators
o Compile and maintain an updated list of non-compliant properties and submit it to the City Clerk.
4. List of Violations & Property Assessment
o Document violations and calculate associated abatement costs.
I. County Tax Assessor's Office
The contractor shall prepare and submit:
• A finalized special assessment report for submittal to the San Bernardino County Tax Assessor's Office, ensuring compliance with all formatting and deadline requirements. • A summary report detailing the total amount of fees collected by the County Tax Assessor's Office.
15 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
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.
Hourly Rates:
Hourly Inspector Rate: $65.00/hour
Hourly Administrative Support Rate: $46.00/hour
In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $70,000.00. 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. 16 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
EXHIBIT C
Activity Schedule
Task Timeframe
Program Initiation November
Program Initiation / Staff Report Preparation December- January First Inspections Begin: February
Courtesy Notices Issued: January-February
Notice to Comply Period: February—June
Notice to Abate Issued April —June
City Council Hearings on Assessments June—July
Assessment Reports Submitted to County August
17 V:\Shared\Weed Abatement\2026\Your Property Solutions 12_9_25 PSA
ti�4'or UN
11 `tCALIFORNIA LEVINE ACT DISCLOSURE STATEMENT
Ogt�� 4Q"
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits City Officers from participating in any action concerning a license, permit,other entitlement for use,franchise, or contract(collectively"license, permit,or contract") if they receive political contribution(s)from a party, or its agent(s), totaling more than $500 within the twelve (12) months before the proceeding, while a proceeding is pending, and for twelve (12) months following the date of a final decision in a proceeding.
The Levine Act also requires a member of the Upland City Council who has received such a contribution to disclose the contribution on the record of the proceeding and recuse themselves before the proceeding unless the violation has been properly cured.
Current Upland City Council Members are listed at:
https://www.uplandca.gov/city-council-treasurer
Parties and their Agents are responsible for accessing the link to review the names and disclosing their applicable contributions to City Officers on the record of a proceeding.
As a party to a proceeding,you are also required to provide information below about contributions made by you, your agents on behalf of you or your organization, your organization subject to the proceeding with the City, and any organization you direct or control pursuant to the aggregation rules at FPPC Reg. § 18438.5, except for uncompensated officers of a nonprofit organization. This form is to be submitted to the City of 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.
December 3, 20259,a.z_Wni ./(94/tp,q
Date Signature of authorized individual
Your Property Solution./Julie Hernandez
Company/Applicant Name
(Levine Act definitions on reverse side)
LEVINE ACT DISCLOSURE STATEMENT DEFINITIONS
Term Definition Law
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:
Covered (1)Applied for by the party; FPPC Reg 18438.2(a) "proceedings" (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.
Any person who files an application for, or is the
Party subject of, a proceeding involving a license, permit, or Gov. Code 84308(a)(1) other entitlement for use.
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 Gov. Code 84308(a)(2) Participant the decision.A person actively supports or opposes a FPPC Reg 18438.4 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.
A person who represents a party or participant for
compensation and appears before or otherwise
Agent communicates with the governmental agency for the FPPC Reg 18438.3 purpose of influencing the pending proceeding. See
FPPC Reg 18438.3 for exceptions for certain
consultants.
A contract required by law to be awarded to the lowest
responsible bidder with a responsive bid, or, if the FPPC Reg Competitively Bid successful bidder refuses or fails to execute the 18438.2(a)(3)(A) contract, to the next lowest bidder with a responsive
bid.
A contract or agreement reached through collective
bargaining or with a representative group regarding
Labor Contract the salary, benefits, or terms and conditions under an FPPC Reg employment or retirement policy for employees or 18438.2(a)(3)(B) retirees, including a project labor agreement entered
under Public Contract Code Section 2500.
Personal A contract for employment, including the terms and Employment conditions of employment, between the agency and FPPC Reg Contract an agency employee.A contract with an independent 18438.2(a)(3)(C)-(D) contractor is NOT a personal employment contract.
,.., Up`q� CITYUPLAND
. . "The City of Gracious Living"
DATE: December 8,2025
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:DAMIEN R.ARRULA,ASSISTANT CITY MANAGER
JESSICA GORDON,DEPUTY DIRECTOR OF PUBLIC WORKS -OPERATIONS SUBJECT: CONSIDER APPROVAL OF A GRANT OF EASEMENT TO SOUTHERN CALIFORNIA
EDISON FOR THE INSTALLATION OF ELECTRIC VEHICLE CHARGING STATIONS RECOMMENDED ACTION:
It is recommended that the City Council approve a Grant of Easement to Southern California Edison (SCE) for electrical infrastructure necessary for the installation of electric vehicle charging stations and authorize the City Manager to execute documents related to the Grant of Easement, including any future amendments within the City Manager's authority.
GOAL STATEMENT
The proposed action supports the City's goal of promoting environmental sustainability and fleet modernization through expansion of electric vehicle (EV) infrastructure while leveraging available utility and federal programs to minimize local costs.
BACKGROUND
In May 2024, the City was notified that they were awarded up to $134,030 by the U.S. Department of Energy's EECBG Program for the reimbursement of expenses related to electric vehicle charging facilities.
In October 2024, the City received approval of an application with SCE's Charge Ready Program, which provides 100%design and construction funding for infrastructure between the SCE point of service and the charging facility.
On January 13, 2025, the City Council approved the purchase of ten (10) electric vehicle charging stations from ChargePoint,Inc. in the amount of$99,942.02.
ISSUES AND ANALYSIS
In the months following Council's approval of equipment purchase, SCE completed conceptual design and is now prepared to begin final design and construction.Before proceeding, SCE requires a utility easement to accommodate the new service infrastructure as a condition of their program participation and construction mobilization.
The easement will allow SCE to construct,maintain,upgrade,and repair its electrical and communication equipment as needed. This easement will be for SCE's sole use and will not interfere with City operations. All improvements will be made in compliance with SCE standards and City utility coordination requirements.
Granting the easement will ensure timely completion of the electrical infrastructure needed to energize the City's new EV charging facilities.
ENVIRONMENTAL DETERMINATION
The recommended action is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15305 (Minor Alterations in Land Use Limitations) and Section 15061(b)(3) (Common Sense Exemption), as granting a utility easement for existing developed property will not cause a significant effect on the environment.
Any future ground-disturbing activity associated with SCE's construction will be covered under SCE's own environmental compliance procedures.
FISCAL IMPACTS
There is no direct fiscal impact associated with granting this easement. All costs for the design, construction, and installation of electrical infrastructure will be borne by Southern California Edison through its Charge Ready Program.
The City will retain ownership and operational control of the charging equipment previously purchased under Project No. 82358.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
RECORDING REQUESTED BY
4SOUTHERN CALIFORNIA
EDISON
An EDISON INTERNATIONAL Company
WHEN RECORDED MAIL TO
SOUTHERN CALIFORNIA EDISON COMPANY
3 INNOVATION WAY, 2nd FLOOR
POMONA, CA 91768
Attn:Title and Real Estate Services
Mail Tax Statements to:N/A
SPACE ABOVE THIS LINE FOR RECORDER'S USE
SCE Doc No.:
GRANT OF DOCUMENTARY TRANSFER TAX$NONE(VALUE Disc RICT SERVICE ORDER SERIAL NO. MAP SIZE EASEMENT AND CONSIDERATION LESS THAN$100.00) Ontario TD2370225 Vehicle Charging Station
SCE Company GVM MT-3774-A1 APPROVED: BY LIME
SIG.OF DECLARANT OR AGENT DETERMINING TAX FIRM NAME REAL SLS/BT 08/12/2025 APN 1006-401-15 PROPERTIES
CITY OF UPLAND, a municipal corporation, (hereinafter referred to as "Grantor"), hereby grants to SOUTHERN CALIFORNIA EDISON COMPANY,a corporation,its successors and assigns(hereinafter referred to as"Grantee"),an easement and right of way to construct,use,maintain,operate,alter,add to,repair, replace,reconstruct,inspect and remove at any time and from time to time overhead and underground electrical supply systems and internal communication systems for SCE's sole use (hereinafter referred to as "systems"), consisting of poles, guys and anchors, crossarms, wires, underground conduits, cables, vaults, manholes, handholes, and including above-ground enclosures, markers and concrete pads and other appurtenant fixtures and equipment necessary or useful for distributing electrical energy and for transmitting intelligence by electrical means,solely for the purpose of providing electrical power to vehicle charging stations, in, on, over, under, across and along that certain real property in the City of Upland,County of San Bernardino,State of California,described as follows:
VARIOUS STRIPS OF LAND LYING WITHIN PARCEL 1 OF PARCEL MAP NO. 3387, AS PER MAP FILED IN BOOK 33, PAGES 7 AND 8 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,THE CENTERLINES OF SAID STRIPS ARE DESCRIBED AS FOLLOWS:
STRIP#1 (17.00 FEET WIDE)
COMMENCING AT THE EASTERLY TERMINUS OF THAT CERTAIN COURSE IN THE NORTHERLY LINE OF THAT PORTION OF SAID PARCEL 1,MORE PARTICULARLY DESCRIBED AS "FIRE STATION NO. 3" IN
THE DEED TO SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT, VALLEY SERVICE ZONE, RECORDED ON JULY 21, 2017 AS DOCUMENT NO. 2017-0296794, OF OFFICIAL RECORDS, IN THE OFFICE OF SAID COUNTY RECORDER, SAID CERTAIN COURSE IS DESCRIBED AS "SOUTH 89°37'00" WEST 118.01 FEET"IN SAID DEED;
THENCE ALONG SAID CERTAIN COURSE,SOUTH 89°37'00"WEST 38.55 FEET; THENCE LEAVING SAID CERTAIN COURSE,NORTH 00°23'00"WEST 7.23 FEET TO A POINT HEREINAFTER REFERRED TO AS POINT"A";AND THE TRUE POINT OF BEGINNING; THENCE NORTH 00°45'23"WEST 5.90 FEET TO A POINT HEREINAFTER REFERRED TO AS POINT"B"; THENCE CONTINUING NORTH 00°45'23"WEST 8.10 FEET TO THE POINT OF TERMINUS.
Charge Ready Rev.3_04/17/2024
STRIP#2(14.00 FEET WIDE)
BEGINNING AT SAID POINT"B";
THENCE NORTH 44°01'50"EAST 10.45 FEET;
THENCE SOUTH 89°44'52" EAST 15.00 FEET TO THE POINT OF TERMINUS, SAID POINT HEREINAFTER REFERRED TO AS POINT"C".
STRIP#3(6.00 FEET WIDE)
COMMENCING AT SAID POINT"C";
THENCE NORTH 00°15'08"EAST 2.69 FEET TO THE TRUE POINT OF BEGINNING; THENCE NORTH 45°59'31"EAST 5.81 FEET;
THENCE NORTH 00°01'15"EAST 81.16 FEET;
THENCE NORTH 55°59'25"WEST 10.46 FEET;
THENCE NORTH 00°20'04"WEST 42.00 FEET TO THE POINT OF TERMINUS.
THE SIDELINES OF SAID STRIP ARE TO BE PROLONGED OR SHORTENED TO TERMINATE SOUTHWESTERLY IN THE EASTERLY LINE OF STRIP #2 DESCRIBED HEREINABOVE. AND TO JOIN AT THE ANGLE POINTS.
STRIP#4(6.00 FEET WIDE)
COMMENCING AT SAID POINT"C";
THENCE SOUTH 00°15'08"WEST 1.20 FEET TO THE TRUE POINT OF BEGINNING; THENCE SOUTH 89°54'10"EAST 109.02 FEET TO A POINT HEREINAFTER REFERRED TO AS POINT"D"; THENCE SOUTH 00°10'37"EAST 42.00 FEET TO THE POINT OF TERMINUS.
THE SIDELINES OF SAID STRIP ARE TO BE PROLONGED OR SHORTENED TO TERMINATE WESTERLY IN THE EASTERLY LINE OF STRIP#2 DESCRIBED HEREINABOVE.AND TO JOIN AT THE ANGLE POINT.
EXCEPTING THEREFROM THAT PORTION INCLUDED WITHIN STRIP#3 DESCRIBED HEREINABOVE.
STRIP#5(6.00 FEET WIDE)
BEGINNING AT SAID POINT"D";
THENCE NORTH 00°10'37"WEST 16.00 FEET TO THE POINT OF TERMINUS.
EXCEPTING THEREFROM THAT PORTION INCLUDED WITHIN STRIP#4 DESCRIBED HEREINABOVE.
STRIP#6(6.00 FEET WIDE)
BEGINNING AT SAID POINT"A";
THENCE NORTH 89°33'36"WEST 47.73 FEET;
2 802507022
TD2370225
THENCE NORTH 76°43'06"WEST 107.16 FEET TO THE POINT OF TERMINUS IN THE EASTERLY LINE OF BENSON AVENUE,44.00 FOOT HALF-WIDTH,AS SHOWN ON SAID PARCEL MAP NO.3387.
THE SIDELINES OF SAID STRIP ARE TO BE PROLONGED OR SHORTENED TO TERMINATE WESTERLY IN THE EASTERLY LINE OF SAID BENSON AVENUE AND TO JOIN AT THE ANGLE POINT.
EXCEPTING THEREFROM THAT PORTION INCLUDED WITHIN STRIP#1 DESCRIBED HEREINABOVE.
It is understood and agreed that the above description is approximate only,it being the intention of the Grantor(s)to grant an easement for said systems as constructed. The centerline of the easement shall be coincidental with the centerline of said systems as constructed in,on,over,under,across,and along the Grantor(s)property.
This legal description was prepared pursuant to Sec.8730(c)of the Business&Professions Code.
Grantor agrees for itself, its heirs and assigns, not to erect, place or maintain, nor to permit the erection, placement or maintenance of any building, planter boxes, earth fill or other structures except walls and fences on the hereinbefore described easement area.The Grantee,and its contractors,agents and employees,shall have the right to trim or top such trees and to cut such roots as may endanger or interfere with said systems and shall have free access to said systems and every part thereof,at all times, for the purpose of exercising the rights herein granted;provided,however,that in making any excavation on said property of the Grantor,the Grantee shall make the same in such a manner as will cause the least injury to the surface of the ground around such excavation, and shall replace the earth so removed by it and restore the surface of the ground to as near the same condition as it was prior to such excavation as is practicable.
Upon written request, Grantee shall relocate its facilities installed hereunder to another mutually approved area on Grantor's property and provided that Grantee has first been given an easement over such new area on terms identical to those set forth herein. Such relocation shall be at Grantor's sole cost and expense.Upon completion of the relocation,Grantee shall execute a quitclaim of this easement on terms reasonably acceptable to Grantor and Grantee.
To the extent Grantor removes the vehicle charging stations, and such removal is not part of a relocation, Grantor may, upon sixty(60)days written notice,terminate this easement and Grantee shall execute a quitclaim on a mutually acceptable form.
However, except in connection with a termination of that certain Charge Ready Participation agreement affecting Grantor's property(the"CR Agreement)in accordance with the terms thereof, in no event will the vehicle charging stations be removed for a period of ten (10) years from "In-Service Date" (as defined in the CR Agreement). Upon termination, Grantee shall have a limited right to access the property for the purpose of removing its facilities or Grantee may abandon its systems in place. In addition, upon written request, Grantee will execute a quitclaim of this easement on terms reasonably acceptable to Grantee and Grantor.
3 802507022
TD2370225
EXECUTED this day of ,20
GRANTOR
CITY OF UPLAND,a municipal corporation
By
Name
Title
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached,and not the truthfulness,accuracy,or validity of that document.
State of California )
County of )
On before me, ,a Notary Public,personally appeared , who proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),and that by his/her/their signature(s)on the instrument the person(s),or the entity upon behalf of which the person(s)acted,executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
4 802507022
TD2370225
EXECUTED this day of ,20_.
GRANTEE
SOUTHERN CALIFORNIA EDISON COMPANY,
a corporation
Signature
Print Name
Title
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached,and not the truthfulness,accuracy,or validity of that document.
State of California )
County of )
On before me, ,a Notary Public,personally
appeared , who proved to me on
the basis of satisfactory evidence to be the person(s)whose name(s)is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s),or the entity upon behalf of which the person(s)acted,executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
5 802507022
TD2370225
APN: 1006-401 -07 14' j-/'' LINE TABLE
63-• -... POR. PARCEL 1 OF
/ LINE # BEARING LENGTH
j1 ,, .... 1 bc-55 j' , - PARCEL MAP NO. 3387 L1 Noo°23'00"w 7.23' N (P.M.B. 33/7-8)
/ L2 N00°45'23"W 5.90'
N (-E-- (APN: 1006-401 -15 )
1 STRIP #2 L8 L3 Noo°45'23"W 8.10' 14' WIDE STRIP #3 L4 N44°01'50"E 10.45' 6' WIDE
STRIP #1 !1/ L5 S89°44'52"E 15.00' \ /in
1 I 17' WIDEN L5 L6 c L6 NOO°15 08 E 2.69' ro L1 1 L10 L7 N45°59'31"E 5.81' PT. _1»B» L12
L8 No0°01'15"E 81.16'
STRIP #4 L9
ffj -
I PT. "A"/ 6' WIDE ` L9 N55°59'25"W 10.46' JII TPOB STRIP #1/ L10 Noo°20'04"W 42.00' 44' I -0) POB1 POB STRIP #6 STRIP #3 N L1 1 S00°15'08"W 1.20'
6 STRIP #6 6' WIDE
6' WIDE DETAIL A L12 S89°54'10"E 109.02'
NOT TO SCALE
W i- L8 L13 SOO'10'37"E 42.00'
SEE DETAIL A
I j
ABOVE L14 S00°10'37"E 16.00'
Z STRIP #6 , L15 N89°33'36"W 47.73' 6' WIDE
L1 1
o L16 N76°43'06"W 107.16'
`o L7
-roo Q oo L16 �L12 L14
N C Z I L15 1 STRIP #5
b
oz 0 S89°37'00"W \� 6' WIDE
(� 1, 68.39' _ - PT. "A"/TPOB STRIP #1 PT. -- -- » r�--L13
I 1 1 N00°23'00"W - L1 385�- �j D W N 4.91' S89°37'00"W 118.01' Ash 6�
�' soo°23'00"E L — >•›,, STRIP #4
m I g S89°37'00"W 4.91' POC
,� . 6' WIDE
1 I ll 4.00' # \.
STRIP 1 'FIRE STATION NO. 3" 1
PER DEED REC. 07/21/2017 APN: 1006-401 -14 i-co o LEGEND DOC. #2014-0296794, O.R. I- .`)
SSCEOTES
EASEMENT AREA 40 0 40 80 ar Z SCE EASEMENT POC = POINT OF COMMENCEMENT l 802507022 TD2370225 TPOB = TRUE POINT OF BEGINNING scale 1"= 40' feet I 1 SLS/BT 08/11/2025 POB = POINT OF BEGINNING