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MEETING OF THE CITY COUNCIL
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Bill Velto,Mayor
Shannan Maust, Mayor Pro Tem-District 1 Michael Blay,City Manager James Breitling,Councilmember-District 2 Thomas Rice,City Attorney Carlos A. Garcia.Councilmember-District 3 Keri Johnson, City Clerk Rudy Zuniga, Councilmember -District 4
Monday, September 28, 2026
Open session begins at 6:00 p.m.
City Council Chamber
City Hall, 460 N. Euclid Avenue
City of Upland Mission Statement
The City of Upland is committed to delivering superior services that meet community needs with transparency and integrity.
City of Upland Vision Statement
Upland is a safe community with historic character where residents enjoy a high quality of life.
Members of the public may participate in the meeting by attending in-person from the Council Chamber. The public can also view or listen to the meeting live at:
1. Livestream on the City website
2. Spectrum Cable TV Channel 3, or Frontier Cable TV Channel 26
3. Youtube
4. Zoom webinar by visiting
https://uplandca.zoom.us/j/83231869964?pwd=xNDCGQberBxbhtpluzzxaROSobXsRp.1 Passcode:
331469
or by dialing 1-669-444-9171 Webinar ID: 832 3186 9964 Passcode: 331469 Press *9 on your phone to "raise your hand"
Public comment is accepted in person in the Council Chamber or via Zoom webinar Pages
1. CALL TO ORDER AND ROLL CALL
2. ADDITIONS-DELETIONS TO AGENDA
3. ORAL COMMUNICATIONS
This is a time for any citizen to comment on item listed on the closed session agenda only. Anyone wishing to address the legislative body is requested to submit a speaker card to the City Clerk at or prior to speaking. The speakers are requested to keep their comments to no more than three (3) minutes. The use of visual aids will be included in the time limit.
CLOSED SESSION BEGINS AT 5:00 p.m.
4. CLOSED SESSION
a. CLOSED SESSION CONFERENCE WITH LEGAL COUNCIL - ANTICIPATED
LITIGATION
Initiation of litigation pursuant to paragraph (4) of subdivision (d) of Section 54956.9: one case.
5. INVOCATION
Mike Ingram, Christian Science Faith
6. PLEDGE OF ALLEGIANCE
7. PRESENTATIONS
8. CITY ATTORNEY
9. ORAL COMMUNICATIONS
This is a time for any citizen to comment on any item listed or not listed on the agenda.
Anyone wishing to address the legislative body is requested to submit a speaker card to the City Clerk at or prior to speaking. The speakers are requested to keep their comments to no more than three (3) minutes. Speakers will be given five (5) minutes during public hearings. The use of visual aids will be included in the time limit. Public comments and questions for the purpose of hearing current matters of concern in our community and to provide citizens a method for the public to hear those concerns in an open venue is encouraged. However, under the provisions of the Brown Act, the City Council is prohibited from discussion of items not listed on the agenda, and therefore, the City Council, City Manager, or City Attorney will take communications under advisement for consideration and appropriate response or discussion at a later time.
Individuals who demonstrate disruptive conduct during City Council meetings that prevent the City Council from conducting its meeting in an orderly manner are guilty of a misdemeanor as stated in PC403, disrupting a public meeting, and are subject to removal from the chamber or arrest.
CAMPAIGN CONTRIBUTION DISCLOSURE: Pursuant Gov. Code § 84308, any party to a permit, license, contract, or other entitlement before the Council is required to disclose on the record any contribution, including aggregated contributions, of more than $500 made by the party or the party's agents within the preceding 12 months to any City official. Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made.
10. CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine and will be enacted by one vote. There will be no separate discussion of these items unless members of the legislative body request specific items be removed from the Consent Calendar for separate action.
Recommended Action:
Approve the Consent Calendar
a. APPROVAL OF MINUTES 7
Recommended Action:
Approve the Regular Meeting Minutes of September 14, 2026. (Staff Person: Keri Johnson)
b. ADOPTION OF ORDINANCE NO. 2015 ADDING CHAPTER 9.50 TO THE 11
UPLAND MUNCIPAL CODE
Recommended Action:
Adopt Ordinance No. 2015 approving adding Chapter 9.50 (Flavored Tobacco; Nitrous Oxide; Kratom Products) to Title 9 (Public Peace And Welfare) of the Upland Municipal Code, regulating the sale of flavored tobacco, nitrous oxide, and kratom products within the City. (Staff Person: Marcelo Blanco) c. TREASURER'S REPORT AUGUST 2026 25 CEQA: Not a Project.
Recommended Action:
Receive and file the August 2026 Treasurer's Report. (Staff Person: Stephen Parker)
d. CONSIDER APPROVAL OF AUGUST WARRANT AND PAYROLL REGISTERS 42 CEQA: Not a Project.
Recommended Action:
Approve the August warrant registers totaling $19,397,477.13 (check numbers 58415 — 58759 and direct disbursements) and payroll registers totaling $2,213,425.42 (check numbers 164870 — 164885 and electronic fund transfers 64511 — 65105). (Staff Person: Stephen Parker)
e. APPROVE THE TRANSFER OUT OF FUNDS FROM POLICE DEVELOPMENT 54 IMPACT FEE FUND 419 AND TRANSFER IN OF FUNDS TO OTHER GRANTS FUND 217
CEQA: Not a Project.
Recommended Action:
Approve a Transfer Out of $25,689.55 from the Police Development Impact Fee Fund 419 and a Transfer In to Other Grants Fund 217 in the amount of $25,689.55 for the Police Women's Locker Improvement Project. (Staff Person:
Stephen Parker)
f. CONSIDER APPROVAL OF AN UPDATE TO POSITIONS IN THE CITY'S 56
CLASSIFICATION PLAN
CEQA: Not a Project.
Recommended Action:
Approve the changes to positions in the City's classification plan. (Staff Person:
Stephen Parker)
g. CONSIDER APPROVAL OF A FIRST AMENDMENT TO A PROFESSIONAL 119
SERVICES AGREEMENT FOR METROLINK SECURITY SERVICES
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 1 to the Professional Services Agreement between the City of Upland and American Global Security, Inc. for Metrolink Station Security Guard Services and authorize the City Manager to execute the amendment. (Staff Person: Marcelo Blanco)
h. EMERGENCY REPAIR WORK FOR 26 W. 15TH STREET TRANSFER 145
STATION UPDATE
CEQA: Not a Project
Recommended Action:
Receive and file the status update related to the KSM Electric, Inc. contract for emergency repair work at the 26 W. 15th Street Transfer Station. (Staff Person:
Damien Arrula)
i. EMERGENCY REMEDIATION & RESTORATION EFFORTS FOR CITY HALL - 146 UPDATE
CEQA: Not a Project.
Recommended Action:
Receive and file the status update related to the emergency remediation and restoration efforts for City Hall. (Staff Person: Damien Arrula) j. CONSIDER THE APPROVAL OF AN AMENDMENT TO THE AGREEMENT 148
WITH ANTHESIS FOR CUSTODIAL SERVICES
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 1 to the agreement with Anthesis and authorize the City Manager to execute the amendment. (Staff Person: Damien Arrula) k. CONSIDER APPROVING AMENDMENT NO. 2 TO THE PROFESSIONAL 173 SERVICES AGREEMENT WITH BAPPTRE LANDSCAPING, INC., DBA SHINE
ILLUMINATION
CEQA: Not a Project.
Recommended Action:
Approve Amendment No. 2 to the Professional Services Agreement with Bapptre Landscaping, Inc., dba Shine Illumination and authorize the City Manager to execute the Amendment. (Staff Person: Damien Arrula)
I. CONSIDER ADOPTION OF THE 2026 CITY OF UPLAND LOCAL HAZARD 222
MITIGATION PLAN
CEQA: Not a Project.
Recommended Action:
Approve a Resolution adopting the City of Upland 2026 Local Hazard Mitigation Plan to assist with mitigating identified natural and human-caused hazards in the City of Upland. (Staff Person: Damien Arrula)
m. CONSIDERATION OF A DEDICATION PLAQUE AND TEXT WITHIN THE TOM 469
THOMAS MAGNOLIA PLAZA LOCATED ON SECOND AVENUE IN
DOWNTOWN UPLAND
CEQA: Not a Project.
Recommended Action:
Approve the Dedication Plaque and text within the Tom Thomas Magnolia Plaza located on the southerly support column of the Plaza's gateway on Second Avenue in Downtown Upland. (Staff Person: Robert Dalquest) n. CONSIDER ADOPTING A REPLACEMENT RESOLUTION AUTHORIZING A 473
HOME-PROGRAM INCOME APPLICATION
CEQA: Not a Project.
Recommended Action:
Adopt a replacement Resolution authorizing submittal of an application to the California Department of Housing and Community Development for the use of HOME Program Income Funds. The Resolution will replace the existing HOME Program Income authorization resolution adopted on May 12, 2025. (Staff Person: Robert Dalquest)
o. CONSIDER APPROVAL OF CONDOMINIUM PARCEL MAP 20937 AND 478 SUBDIVISION AGREEMENT, LOCATED AT N 1113 ALTA AVENUE
CEQA: Categorically Exempt.
Recommended Action:
Approve Condominium Parcel Map 20937 for recordation; and authorize the City Manager to sign the subdivision agreement. (Staff Person: Robert Dalquest)
11. PUBLIC HEARINGS
12. COUNCIL COMMITTEE REPORTS
a. COUNCIL REPORTS ON REGIONAL COMMITTEE MEETING, TRAINING, OR
CONFERENCE ATTENDANCE
Councilmembers will provide oral reports on any meetings, trainings, or conferences they attended on behalf of the City. This item is for information only.
13. BUSINESS ITEMS
a. CONSIDERATION OF AN ORDINANCE ADDING CHAPTER 10.74 TO TITLE 10 487
OF THE UPLAND MUNICIPAL CODE TO ESTABLISH REGULATIONS FOR
ELECTRIC BICYCLES
CEQA: Not a Project.
Recommended Action:
Hold first reading by title only, waive further reading, and introduce an Ordinance adding Chapter 10.74 of the Upland Municipal Code to establish regulations for electric bicycles and other electric mobility devices. (Staff Person: Marcelo Blanco)
b. URGENCY ORDINANCE ADDING CHAPTER 15.34 TO THE UPLAND 501
MUNICIPAL CODE TO STREAMLINE PERMITTING OF ELECTRIC VEHICLE
CHARGING STATIONS
CEQA: Determined to be Exempt.
Recommended Action:
Read the title of the Ordinance, waive further reading, and adopt, by 4/5 vote, an Urgency Ordinance to establish an expedited and streamlined permitting process for electric vehicle charging stations, pursuant to Government Code section 65850.7, declaring the urgency thereof, and making a determination of exemption under the California Environmental Quality Act. (Staff Person: Robert Dalquest)
14. COUNCIL COMMUNICATIONS
15. CITY MANAGER
16. ADJOURNMENT
The next regularly scheduled City Council meeting is Monday, October 12, 2026.
NOTE: If you challenge the public hearing(s) or the related environmental determinations in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City of Upland, at, or prior to, the public hearing.
All Agenda items and back-up materials are available for public review at the Upland Public Library, at 450 North Euclid Avenue, the City Clerk's Office at 460 North Euclid Avenue and the City website at www.uplandca.gov .
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office, 909-931-4120.
Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28 CFR 35.102-35.104 ADA Title II].
To access written transcription during the meeting, please click this link:
https://attend.wordly.ai/join/LVGO-0906 . Then choose language and click attend to read the transcript on your device.
On September 23, 2026 a true and correct copy of this agenda was posted on the bulletin boards at 450 N. Euclid Avenue (Upland Public Library) and 460 N. Euclid Avenue (Upland City Hall), and the City website at www.uplandca.gov
MINUTES OF THE REGULAR MEETING OF THE UPLAND CITY COUNCIL September 14, 2026
6:00 p.m.
City Council Chamber
City Hall, 460 N. Euclid Avenue
Members Present: Mayor Bill Velto, Councilmember James Breitling, Councilmember Carlos A. Garcia, Councilmember Shannan Maust, Councilmember Rudy Zuniga
Staff Present: City Manager Michael Blay, City Attorney Thomas Rice, City Clerk Keri Johnson
1. CALL TO ORDER AND ROLL CALL
The regular meeting of the Upland City Council was called to order by Mayor Bill Velto at 6:00 p.m. in the Council Chamber of the Upland City Hall.
2. ADDITIONS-DELETIONS TO AGENDA
None.
3. ORAL COMMUNICATIONS
None.
4. CLOSED SESSION
5. INVOCATION
Soheila Azizi, Baha'i Faith of Upland
6. PLEDGE OF ALLEGIANCE
Led by Police Chief Blanco
7. PRESENTATIONS
Presentation of Certificates of Completion to the Upland Community Emergency Response Team (CERT)
Litter Free Upland Presentation by Joshua Day
8. CITY ATTORNEY
No report.
9. ORAL COMMUNICATIONS
Soheila Azizi, Bahai of Upland, presented a document honoring the United States 250th anniversary and provided copies to the Council.
1
Jean Nowa, spoke regarding her involvement in Just Serve and thanked the City for the opportunities they have been given.
Andrew Hanif, Upland, spoke regarding the proposed ordinance and stated he works for the non-profit organization Reach Out and as part of that work they go into smoke shops and gas stations to see if the 7-Oh products are sold in the establishments.
Rob Perhamus, Upland, spoke about Joshua Day and his work on Litter Free Upland.
10. CONSENT CALENDAR
Moved by: Councilmember Breitling
Seconded by: Councilmember Garcia
Approve the Consent Calendar
Motion: Carried Unanimously
a. APPROVAL OF MINUTES
Approve the Regular Meeting Minutes of August 10, 2026. b. ADOPTION OF ORDINANCE NO. 2014 AMENDING CHAPTER 17.37 OF THE
UPLAND MUNICIPAL CODE
Adopt Ordinance No. 2014 approving Zoning Code Amendment No. 25-0007, amending Upland Municipal Code Chapter 17.37 regarding Accessory Dwelling Units and Junior Accessory Dwelling Units to implement an ADU Bonus Program.
c. CONSIDER RATIFYING AN APPOINTMENT TO THE AIRPORT LAND USE
COMMITTEE
Ratify, by 4/5 vote, the Mayor's appointment of Ryan Cable to the Airport Land Use Committee.
d. CONSIDER ADOPTING A RESOLUTION DETERMINING REASONABLE
EFFORTS TO ENCOURAGE PUBLIC PARTICIPATION IN MEETINGS
Adopt Resolution No. 6905 determining reasonable efforts to encourage public participation in meetings pursuant to Government Code §54953.4. e. CONSIDER APPROVAL OF JULY WARRANT AND PAYROLL REGISTERS Approve the July warrant registers totaling $22,769,019.87 (check numbers 58032 — 58414 and direct disbursements) and payroll registers totaling $2,228,449.99 (check numbers 164851 — 164869 and electronic fund transfers 63906 — 64510).
f. TREASURER'S REPORT JULY 2026
Receive and file the July 2026 Treasurer's Report.
g. CONSIDER APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH
INLAND VALLEY RECOVERY SERVICES
2
Approve the Fiscal Year 2026-27 Professional Services Agreement with Inland Valley Recovery Services (IVRS) to provide a part-time IVRS Outreach Representative and supportive services for the treatment of Substance Use Disorder to individuals experiencing homelessness in Upland; appropriate funding through the National Opioid Settlement; and authorize the City Manager to execute the agreement.
h. CONSIDER ACCEPTANCE OF FISCAL YEAR 2026-2027 OFFICE OF
TRAFFIC SAFETY STEP GRANT
Accept the Office of Traffic Safety (OTS) grant funds (Grant No. PT27166) in the amount of $105,900, appropriate the grant funds to Fund 218, and authorize the City Manager to execute any and all documents necessary to implement the grant.
EMERGENCY REMEDIATION & RESTORATION EFFORTS FOR CITY HALL Receive and file the status update related emergency remediation and restoration efforts for City Hall.
j. EMERGENCY REPAIR WORK FOR 26 W. 15TH STREET TRANSFER
STATION UPDATE
Receive and file the status update related to the KSM Electric, Inc. contract for emergency repair work at the 26 W. 15th Street Transfer Station. k. FISCAL YEAR 2027 UTILITIES BLANKET PURCHASE ORDERS
Approve blanket purchase orders for Fiscal Year 2026/27 with various vendors for the Public Works Utilities Division.
11. PUBLIC HEARINGS
a. CONSIDER APPROVAL OF A RESOLUTION ADOPTING THE MASTER FEE
SCHEDULE
Assistant City Manager Parker introduced Deputy Director of Finance Sullivan who presented the information on the proposed Master Fee Schedule along with a PowerPoint presentation and answered questions from the Council regarding the proposed fees.
Mayor Velto opened the public hearing and hearing no testimony, closed the public hearing.
Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Approve Resolution No. 6906 adopting the Master Fee Schedule and amending citywide fees to cover the cost of services; and authorize the City Manager to adjust citywide user fees based on the January year-to-year increases in the local Consumer Price Index.
Motion: Carried Unanimously
12. COUNCIL COMMITTEE REPORTS
3
a. COUNCIL REPORTS ON REGIONAL COMMITTEE MEETING, TRAINING, OR
CONFERENCE ATTENDANCE
Councilmembers reported on meetings, trainings, or conferences they attended on behalf of the City.
13. BUSINESS ITEMS
a. CONSIDERATION OF AN ORDINANCE ADDING CHAPTER 9.50 TO THE
MUNICIPAL CODE REGULATING THE SALE OF FLAVORED TOBACCO,
NITROUS OXIDE, AND KRATOM PRODUCTS
Police Chief Blanco introduced Officer Fleischmann who presented the information on the purpose of the ordinance along with a PowerPoint presentation and answered questions from the Council regarding the use and sale of the products and enforcement of the ordinance.
Moved by: Councilmember Garcia
Seconded by: Councilmember Breitling
Hold first reading by title only, waive further reading and introduce Ordinance No. 2015 adding Chapter 9.50 (Flavored Tobacco; Nitrous Oxide; Kratom Products) to Title 9 (Public Peace And Welfare) of the Upland Municipal Code, regulating the sale of flavored tobacco, nitrous oxide, and kratom products within the City.
Motion: Carried Unanimously
14. COUNCIL COMMUNICATIONS
Councilmembers announced various activities and events throughout the community.
15. CITY MANAGER
City Manager Blay announced upcoming community education meetings about Measure M.
16. ADJOURNMENT
Mayor Velto adjourned the meeting at 7:12 p.m. The next regularly scheduled City Council meeting is Monday, September 28, 2026.
Keri Johnson, City Clerk
4
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DATE: September 14,2026 Date c a8 ADOPT TO: MAYOR AND CITY COUNCIL Item I®N
FROM: MICHAEL BLAY,CITY MANAGER N
PREPARED BY:MARCELO A.BLANCO,POLICE CHIEF 0'
KYLE O'BRIEN,POLICE SERGEANT
MARCO FLEISCHMANN,POLICE OFFICER
SUBJECT: CONSIDERATION OF AN ORDINANCE ADDING CHAPTER 9.50 TO THE MUNICIPAL
CODE REGULATING THE SALE OF FLAVORED TOBACCO, NITROUS OXIDE, AND
KRATOM PRODUCTS
RECOMMENDED ACTION:
It is recommended that the City Council hold first reading by title only, waive further reading and introduce an ordinance adding Chapter 9.50 (Flavored Tobacco;Nitrous Oxide; Kratom Products) to Title 9 (Public Peace And Welfare) of the Upland Municipal Code,regulating the sale of flavored tobacco,nitrous oxide, and kratom products within the City.
GOAL STATEMENT
The proposed action supports the City's goal of protecting public health,improving community safety,reducing youth access to harmful substances,and promoting responsible retail business practices.
BACKGROUND
The City of Upland has long recognized the importance of protecting the health and safety of its residents through reasonable local regulations. Although state and federal laws regulate the sale of tobacco and other controlled substances,recent trends have demonstrated that flavored tobacco products,recreational nitrous oxide products, and highly concentrated kratom products remain widely available through retail establishments and continue to present significant public health concerns.
ISSUES AND ANALYSIS
While California has enacted legislation regulating tobacco products and restricting youth access,local governments maintain authority to adopt more restrictive regulations that further protect their communities.The proposed ordinance establishes local regulations that provide additional safeguards against products that have demonstrated negative impacts on public health.
Flavored Tobacco
Flavored tobacco products continue to be disproportionately used by minors and young adults due to flavors that mask the harshness of tobacco and nicotine.National and state public health agencies have consistently identified flavored products as one of the primary drivers of youth tobacco initiation. Although California prohibits the sale of flavored tobacco products under certain circumstances, local enforcement mechanisms remain an important component of ensuring retailer compliance and protecting the community.
The proposed ordinance prohibits the sale,display for sale,and possession with intent to sell flavored tobacco products and tobacco flavor enhancers within the City. These provisions provide clear standards for retailers while reducing the availability of products that are designed to appeal to younger consumers.
Nitrous Oxide
Nitrous oxide serves many legitimate commercial purposes,including medical treatment,dentistry,food preparation, automotive performance, and industrial manufacturing. However, recent years have seen a dramatic increase in recreational misuse through products marketed specifically for inhalation.
Retail sales of flavored nitrous oxide canisters, colorful packaging, and products marketed under names such as "Galaxy Gas"have contributed to increased misuse among young adults and minors.Recreational inhalation of nitrous
oxide can result in oxygen deprivation, neurological damage, spinal cord injury, vitamin B12 deficiency,paralysis, permanent disability,and death.
Although California law prohibits certain conduct involving nitrous oxide, enforcement remains difficult when retailers continue selling products intended for recreational misuse. The proposed ordinance prohibits retail sales of nitrous oxide while preserving exemptions for legitimate medical, dental, pharmaceutical, automotive, wholesale, culinary,and other lawful uses.
Kratom Products
Kratom products have become increasingly common in smoke shops, convenience stores, and other retail establishments despite limited regulatory oversight. Scientific literature and public health agencies have expressed growing concern regarding products containing elevated concentrations of 7-hydroxymitragynine (7-OH), a compound significantly more potent than naturally occurring mitragynine(primary psychoactive alkaloid found in the leaves of Mitragyna speciosa).
Higher concentrations of 7-OH have been associated with increased risks of addiction, overdose, respiratory depression,and other adverse health effects.Additionally,certain kratom products are packaged and marketed in ways that appeal to minors. The proposed ordinance establishes reasonable regulations by prohibiting the sale of kratom products to persons under 21 years of age, prohibiting products containing excessive concentrations of 7-OH, prohibiting products designed to appeal to children, and prohibiting products adulterated with synthetic or semi- synthetic kratom alkaloids.
Oil Burners
An "oil burner" is a glass smoking device that allows users to inhale vaporized oils or other concentrates. These devices are typically made from glass and consist of a long,thin tube ending in a hollow,spherical bulb.The bulb has a small hole on the top used for placing material inside and allowing airflow to enter,and when heated from below, the user inhales the said vapors.This device is commonly referred to as a methamphetamine pipe.
Oil burners are frequently sold at tobacco establishments and single handedly contribute to the continued use of methamphetamine in our community by providing the very device to smoke it.It shall be a violation of this proposed ordinance for any tobacco retailer or any of the tobacco retailer's agents or employees to sell,offer for sale,give away in conjunction with a sale,to display for sale,or to possess with intent to sell or offer for sale,any oil burners.
Enforcement
The ordinance establishes misdemeanor and civil enforcement provisions consistent with other provisions of the Upland Municipal Code.Violations may be addressed through criminal prosecution,administrative enforcement,civil penalties,nuisance abatement,injunctions,and business license actions where appropriate.
The ordinance is intended to encourage voluntary compliance through retailer education while providing effective enforcement mechanisms when necessary.
Adoption of the proposed ordinance represents a proactive public health measure designed to reduce youth access to harmful products,improve community safety,and provide clear regulatory standards for retailers operating within the City of Upland.Additionally,it provides law enforcement with additional enforcement tools to reduce the availability of products that are commonly associated with youth initiation,substance abuse,and criminal activity.
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 proposed ordinance is not anticipated to have a significant impact on the City's General Fund. Implementation and enforcement responsibilities will be performed by existing City staff as part of normal code enforcement and law enforcement operations.
Although limited enforcement costs may be incurred, these costs are expected to be absorbed within existing departmental budgets. Any revenue generated through citations or administrative enforcement actions is expected to be minimal and is not the purpose of the ordinance.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
ORDINANCE NO. 2015
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
UPLAND, CALIFORNIA ADDING CHAPTER 9.50
(FLAVORED TOBACCO; NITROUS OXIDE; KRATOM
PRODUCTS) TO TITLE 9 (PUBLIC PEACE AND
WELFARE) OF THE UPLAND MUNICIPAL CODE,
REGULATING THE SALE OF FLAVORED TOBACCO, OIL
BURNERS, NITROUS OXIDE, AND KRATOM PRODUCTS
WITHIN THE CITY
WHEREAS, the City of Upland, California ("City") is a municipal corporation, duly organized under the California Constitution and laws of the State of California; and WHEREAS, pursuant to Article XI, section 7 of the California Constitution, the City may adopt ordinances not in conflict with general laws designed to promote public convenience and general prosperity, which include public health, welfare, and safety; and
WHEREAS, under federal and state law, the City may regulate tobacco sales, and tobacco retailers' failure to comply with all tobacco control laws threatens the City's mission to preserve the public health, safety, and welfare of its residents; and WHEREAS, according to the World Health Organization, there are over eight million tobacco-related deaths per year, making tobacco use one of the biggest worldwide public health threats;2 and
WHEREAS, the California Legislature has recognized the danger of tobacco use and has made reducing youth access to tobacco products a high priority, declaring that "[Woking is the single most important source of preventable disease and premature death in California";3 and
WHEREAS, Health and Safety Code section 104559.5, as amended by Senate Bill 793 ("SB 793") in 2020, prohibits the sale of flavored tobacco products, and permits local agencies to adopt and implement local ordinances that impose greater restrictions on the access to tobacco products; and
WHEREAS, nitrous oxide is an odorless, colorless chemical that can be inhaled for legitimate medical, dental, industrial, and culinary purposes, but it is also subject to recreational misuse and abuse, in part because it is easy to purchase from retail vendors and is relatively inexpensive; and
1 Miller v. Board of Public Works (1925) 195 Cal. 477, 485 2 WHO REPORT ON THE GLOBAL TOBACCO EPIDEMIC, 2023, WORLD HEALTH ORGANIZATION, https://iris.who.int/server/api/core/bitstreams/2b09f8b0-08f3-4bef-b8a5-8c4b4e1a95ad/content 3 Health & Saf. Code § 104350(a)(1).
46708.001 12\45184164.1
Ordinance No. 2015
WHEREAS, the recreational misuse and abuse of nitrous oxide can cause permanent vitamin deficiencies in the blood, and can cause long-term neurological effects, including paralysis and death; and
WHEREAS, although California Penal Code sections 381b and 381c(b) make it a misdemeanor to possess nitrous oxide for intoxication and to furnish nitrous oxide to persons under 18 years of age, sellers who know or should know that their customers intend to misuse nitrous oxide continue to sell the substance using a "don't ask, don't tell" approach, often in quantities too small for legitimate medical, industrial, or culinary use, and in colorful, flavored canisters with names such as "Galaxy Gas"; and WHEREAS, kratom (Mitragyna speciosa) is a tropical tree native to Southeast Asia, and its leaves are often consumed in powdered or extract form for their stimulant and sedative effects; and
WHEREAS, the active compounds in kratom include mitragynine and 7- hydroxymitragynine ("7-OH"), and although present in smaller amounts, 7-OH is more potent and is largely responsible for kratom's stronger pain-relieving, sedative, and euphoric effects; and
WHEREAS, research has shown that 7-OH binds more strongly to opioid receptors in the brain, and may be more potent than morphine in relieving pain,4 prompting scientific research and health advisories to raise concerns that kratom products, especially those with higher concentrations of 7-OH, increase the risk of addiction, overdose, and adverse physical and psychological effects, including nausea, vomiting, and potential psychosis5 ; and
WHEREAS, a number of local governments across California and the United States have taken efforts to regulate or ban kratom products, particularly those with higher concentrations of 7-OH, in order to protect public health and safety; and WHEREAS, the City desires to regulate the sale of flavored tobacco, nitrous oxide, and kratom products in order to preserve and protect public health and to prevent the unlawful sale of these products.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF UPLAND DO ORDAIN AS FOLLOWS:
Section 1. Incorporation. The recitals above are true and correct and are hereby incorporated herein by this reference.
4 U.S. Food & Drug Administration, Consumer Updates, Products Containing 7-OH Can Cause Serious Harm (July 29, 2025) https://www.fda.gov/consumers/consumer-updates/products-containing-7-oh- can-cause-serious-harm.
5 America's Poison Centers, News &Alerts, Health Advisory: Serious Illnesses Associated with 7-OH Use (Aug. 12, 2025) https://poisoncenters.org/news-alerts/13531044 .
Ordinance No. 2015
Section 2. Adding Chapter 9.50. The Upland Municipal Code is hereby amended to add a new Chapter 9.50 ("Flavored Tobacco; Nitrous Oxide; Kratom Products") to Title 9 ("Public Peace and Welfare") to state, in its entirety, as follows:
"CHAPTER 9.50: FLAVORED TOBACCO; NITROUS OXIDE; KRATOM PRODUCTS § 9.50.010 Purpose and intent.
The use and misuse of flavored tobacco, nitrous oxide, and kratom products pose significant adverse health consequences, including addiction, overdose, and other long-term neurological effects. The purpose and intent of this Chapter is to allow the City of Upland to regulate the sale and distribution of these products and promote public health, welfare, and safety in furtherance of federal, state, and local law.
§ 9.50.020 Definitions.
The following definitions shall apply to this Chapter:
"7-OH product"
shall mean a product containing 7-hydroxymitragynine.
"Attractive to children"
shall mean any of the following:
1. Use of images that are attractive to children, including, but not limited to, images of any of the following, except as part of required health warnings:
i. Cartoons, toys, or robots.
ii. Any real or fictional humans
iii. Fictional animals or creatures.
iv. Fruits or vegetables, except when used to accurately describe ingredients or flavors contained in a product.
2. Likeness to images, characters, or phrases that are popularly used to advertise to children.
3. Imitation of candy packaging or labeling, or other packaging and labeling of cereals, sweets, chips, or other food products typically marketed to children.
4. The terms "candy" or "candies" or variants in spelling such as "kandy" or "kandee."
5. Brand names or close imitations of brand names of candies, cereals, sweets, chips, or other food products typically marketed to children.
6. Any other image or packaging that is easily confused with commercially available foods that do not contain kratom and are typically marketed to children.
7. Anything else that is attractive to children in light of all relevant facts and circumstances.
Ordinance No. 2015
"Characterizing flavor"
shall mean a taste or aroma, other than the taste or aroma of tobacco, imparted either prior to or during consumption of a tobacco product or any byproduct produced by the tobacco product, including, but not limited to, tastes or aromas relating to menthol, mint, wintergreen, fruit, chocolate, vanilla, honey, candy, cocoa, dessert, alcoholic beverage, herb, or spice; provided, however, that a tobacco product shall not be determined to have a characterizing flavor solely because of the use of additives or flavorings or the provision of ingredient information.
"Department"
shall mean any agency or person designated by the City to enforce or administer the provisions of this Chapter.
"Flavored tobacco product"
shall mean any tobacco product that imparts a
characterizing flavor.
"Kratom leaf"
shall mean the leaf of the kratom plant, also known as mitragyna speciosa, in any form.
"Kratom leaf extract"
shall mean the material obtained by extraction of kratom leaves by any means. "Kratom product"
shall mean a product consisting of kratom leaf, kratom leaf extract, or both. "Labeling"
shall mean written, printed, or graphic matter upon any Tobacco Product or nitrous oxide device or any of its packaging, or accompanying such tobacco product or nitrous oxide device.
"Nitrous oxide"
shall mean the colorless nonflammable gas sometimes identified as N2O, which is sometimes used in aerosols and sometimes used as an anesthetic, and which, when inhaled, produces loss of sensibility to pain, often preceded by exhilaration and laughter and often used as an anesthetic in dentistry. Nitrous oxide is often informally or colloquially referred to as "laughing gas," "NOS," "galaxy gas," "whip- its," or "whippets," amongst others.
"Nitrous oxide device"
shall mean any cartridge, compressed gas cylinder, apparatus, container, balloon, attachment, nozzle, or other object used to contain, dispense or administer nitrous oxide.
Ordinance No. 2015
"Oil burner"
shall mean a glass smoking device that allows users to inhale vaporized oils or other concentrates. These devices are typically made from glass and consist of a long, thin tube ending in a hollow, spherical bulb. The bulb has a small hole on the top used for placing material inside and allowing airflow. "Package" or "packaging"
shall mean a pack, box, carton, or container of any kind or, if no other container, any wrapping (including cellophane) in which a tobacco product is sold or offered for sale to a consumer.
"Person"
shall mean any natural person, partnership, cooperative association, corporation, personal representative, receiver, trustee, assignee, or any other legal entity. "Sale" or "sell"
shall mean any transfer, exchange, barter, gift, offer for sale, or distribution for a commercial purpose, in any manner or by any means whatsoever. "Tobacco product"
shall mean:
1. Any product containing, made, or derived from tobacco or nicotine that is intended for human consumption, whether smoked, heated, chewed, absorbed, dissolved, inhaled, snorted, sniffed, or ingested by any other means, including, but not limited to cigarettes, cigars, little cigars, chewing tobacco, pipe tobacco, and snuff.
2. Any electronic device that delivers nicotine or other substances to the person inhaling from the device, including, but not limited to, an electronic cigarette, electronic cigar, electronic pipe, or electronic hookah.
3. Notwithstanding any provision of subsections (1) and (2) to the contrary, "tobacco product" includes any component, part, or accessory intended or reasonably expected to be used with a tobacco product, whether or not sold separately. "Tobacco product" does not include drugs, devices, or combination products authorized for sale by the United States Food and Drug Administration, as those terms are defined in the Federal Food, Drug and Cosmetic Act. "Tobacco product flavor enhancer"
shall mean a product designed, manufactured, produced, marketed, or sold to provide a characterizing flavor when added to a tobacco product.
Ordinance No. 2015
"Tobacco retailer"
shall mean any person who sells, offers for sale, or does or offers to exchange for any form of consideration, tobacco, tobacco products, or tobacco paraphernalia. "Tobacco retailing"
shall mean the doing of any of these things. This definition is without regard to the quantity of tobacco products or tobacco paraphernalia sold, offered for sale, exchanged, or offered for exchange.
"Total kratom alkaloids"
shall mean the sum of mitragynine, speciociliatine, speciogynine, paynantheine, and 7-hydroxymitragynine in a kratom product. "Wholesale capacity"
shall mean the sale of or distribution of nitrous oxide or a device to dispense nitrous oxide to a person that will use nitrous oxide or the device in services or products offered for resale. Examples include, but are not limited to, commercial sale of dentistry supplies to dentists or dentistry offices, commercial sale of devices for use in food production or in a commercial kitchen, and/or commercial sale of nitrous oxide for the purpose of producing food products for commercial sale (e.g., whipped cream canisters).
§ 9.50.030 Sale of flavored tobacco products prohibited.
A. It shall be a violation of this Chapter for any person to sell or offer for sale, to display for sale, or to possess with intent to sell or offer for sale, any flavored tobacco product or tobacco product flavor enhancer.
B. There shall be a rebuttable presumption that a tobacco retailer in possession of four or more flavored tobacco products, including, but not limited to, individual flavored tobacco products, packages of flavored tobacco products, or any combination thereof, possesses such flavored tobacco products with intent to sell or offer for sale.
C. There shall be a rebuttable presumption that a tobacco product is a flavored tobacco product if a tobacco retailer, manufacturer, or any employee or agent of a tobacco retailer or manufacturer has:
1. Made a public statement or claim that the tobacco product imparts a characterizing flavor;
2. Used text and/or images on the tobacco product's labeling or packaging to explicitly or implicitly indicate that the tobacco product imparts a characterizing flavor; or
Ordinance No. 2015
3. Taken action directed to consumers that would be reasonably expected to cause consumers to believe the tobacco product imparts a characterizing flavor.
§ 9.50.040 Sale of oil burners prohibited.
A. It shall be a violation of this Chapter for any tobacco retailer or any of the tobacco retailer's agents or employees to sell, offer for sale, give away in conjunction with a sale, to display for sale, or to possess with intent to sell or offer for sale, any oil burners or colored glass oil burner pipes. § 9.50.050 Sale or distribution of nitrous oxide prohibited.
A. Except as otherwise authorized by law or allowed under this Chapter, it shall be unlawful for any person to sell, attempt to sell, offer for sale, permit to be sold, display for sale, distribute or otherwise provide to any person nitrous oxide, a nitrous oxide device, or any device that contains any quantity of nitrous oxide.
B. This Section does not prohibit the sale, attempt to sell, offer for sale, permit to be sold, display for sale, distribution, or any other manner of providing nitrous oxide, or a nitrous oxide device, in the following circumstances:
1. If the nitrous oxide is contained in a food product for use as a propellant.
2. If the nitrous oxide or device is being sold, attempted to be sold, offered, or distributed in a wholesale capacity, for uses that would meet the definition of "wholesale capacity" at Section 9.50.020 hereinabove. This exemption only applies if the wholesaler does not know or have reason to know that the recipient intends to use the nitrous oxide or nitrous oxide device in violation of Subsection (A) above.
3. If the nitrous oxide or nitrous oxide device that is being sold, attempted to be sold, offered, or distributed is specifically designed for use in a vehicle to enhance the performance of the vehicle.
4. If the nitrous oxide is being sold, attempted to be sold, offered, or distributed specifically for the purpose of providing medical or dental care, by or at the direction and under the supervision of, a medical or dental practitioner licensed by the State of California and in accordance with all applicable rules and regulations.
Ordinance No. 2015
5. If the nitrous oxide or nitrous oxide device is being sold, attempted to be sold, offered, distributed, or dispensed by a pharmacist, pharmacist intern, or pharmacy as defined by sections 4030, 4036, and 4037 of the California Business & Professions Code, as may be amended, in the course of their duties as a pharmacist or pharmacist intern, or wholesalers licensed by the Board of Pharmacy.
6. Any other circumstances exempted under federal or state law. § 9.50.060 Prohibition on sale and distribution of kratom and 7-OH products.
A. Except as otherwise authorized by law, it shall be unlawful for any person to sell, attempt to sell, offer for sale, permit to be sold, display for sale, distribute or otherwise provide a kratom product or 7-OH product to any person under 21 years of age.
B. Except as otherwise authorized by law, it shall be unlawful for any person to sell, attempt to sell, offer for sale, permit to be sold, display for sale, distribute or otherwise provide to any person a kratom product or 7-OH product with a level of 7-OH that is greater than 2 percent of the total kratom alkaloids in the product.
C. Except as otherwise authorized by law, it shall be unlawful for any person to sell, attempt to sell, offer for sale, permit to be sold, display for sale, distribute or otherwise provide to any person a kratom product or 7-OH product that is attractive to children.
D. No person or entity shall offer for sale any kratom product that contains or is adulterated with synthesized or semi-synthesized kratom alkaloids or kratom constituents.
§ 9.50.070 Violations and penalties.
A. The remedies provided by this Chapter are cumulative and in addition to any other remedies available at law or in equity.
B. Any person violating any provision of this Chapter shall be guilty of a misdemeanor, as defined by subsection 1.16.010 and subsection 1 .16.030 of this Code, for each day such violation continues.
C. In addition to other remedies provided by this Chapter or by other law, any violation of this Chapter may be remedied by a civil action brought by the city attorney, including, for example, administrative or judicial nuisance abatement proceedings, civil code enforcement proceedings, and suits for injunctive relief.
Ordinance No. 2015
D. Any person violating the provisions of this Chapter shall also be liable for civil penalties of not less than two hundred fifty dollars ($250) and not exceeding one thousand dollars ($1,000) for each day the violation continues.
E. A violation of this Chapter shall additionally be grounds for a revocation of a business license, if applicable, pursuant to Section 5.04.280 of this Code.
F. Causing, permitting, aiding, abetting, or concealing a violation of any provision of this Chapter shall also constitute a violation of this Chapter.
G. Violations of this Chapter are hereby declared to be public nuisances. § 9.50.080 Revocation of tobacco retailer license.
A. Revocation of License for Violation. In addition to any other penalty authorized by law, a tobacco retailer license shall be revoked if the licensee, or any of the licensee's officers, agents or employees, has violated any of the provisions, requirements, conditions, or prohibitions of this Chapter or any conditions of the license itself, according to the procedures set forth in Section 5.04.280 of this Code.
B. Appeal of Revocation. Notwithstanding anything in this Code to the contrary, a decision of the Department to revoke a tobacco retailer license is appealable to the city manager or designee and must be filed with the city clerk within ten (10) days of the date of mailing of the Department's notification of revocation. Failure to properly and timely file such an appeal shall constitute a waiver of the right to appeal and a failure to exhaust administrative remedies. If such an appeal is made, it shall not stay enforcement of the appealed action except upon written request to, and decision in writing by, the city manager or designee that a stay would not be adverse to public safety, health or welfare. Any determination(s) by the city manager or designee shall be the final decision of the City.
Notwithstanding anything in this Code to the contrary, the decision of the city manager or designee is not appealable to the City Council.
C. Revocation of License Wrongly Issued. A tobacco retailer's license shall be revoked if the Department finds that one or more of the bases for denial of a license under Section 5.04.280 existed at the time application was made or at any time before the license was issued. Such a revocation shall be without prejudice to the filing of a new license application. The initial revocation shall follow the procedures set forth in Section 5.04.280. The decision may be appealed according to the procedures and consequences of subsection B of this section.
Ordinance No. 2015
D. New License after Revocation. In addition to other applicable provisions of this Chapter pertaining to obtaining a tobacco retailer license, the following requirements shall also apply in the situation where a proprietor or tobacco retailer seeks to obtain a new tobacco retailer license after such person or tobacco retailer has had a tobacco retailer license revoked:
1. After revocation for a first violation of this Chapter at a location within any sixty (60)-month period, no new license may issue for the location until fifteen (15) days have passed from the date of revocation.
2. After revocation for a second violation of this Chapter at a location within any sixty (60)-month period, no new license may issue for the location until thirty (30) days have passed from the date of revocation.
3. After revocation for a third violation of this Chapter at a location within any sixty (60)-month period, no new license may issue for the location until one (1) year has passed from the date of revocation.
4. After revocation for four (4) or more violations of this Chapter at a location within any sixty (60)-month period, no new license may issue for the location until five (5) years have passed from the date of revocation."
Section. 3 CEQA. The Mayor and City Council finds this Ordinance is not subject to the California Environmental Quality Act ("CEQA") in that the activity 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. Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance, or any part thereof, is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portion of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsection, subdivision, paragraph, sentence, clause or phrase be declared unconstitutional. If for any reason any portion of this Ordinance is found to be invalid by a court of competent jurisdiction, the balance of this Ordinance shall not be affected.
Section 5. Effective Date. This Ordinance shall take effect thirty(30) days from its adoption.
Ordinance No. 2015
Section 6. Publication. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published in a newspaper of general circulation printed and published within the City of Upland, pursuant to all legal requirements.
PASSED, APPROVED, AND ADOPTED this 28th day of September, 2026.
Bill Velto, Mayor
City of Upland
I, Keri Johnson, City Clerk of the City of Upland, California, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Upland held on the 14th day of September, 2026, and was adopted at a regular meeting of the City Council of the City of Upland on the 28th day of September, 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
Keri Johnson, City Clerk
CITY
����°F °p`q� TFUPLAND
.�, s. ]��/�: J/L//1 y �/'� "The City of Gracious Living" ''' 5
DATE: September 28,2026
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,CPA,ASSISTANT CITY MANAGER
STACI SULLIVAN,DEPUTY DIRECTOR OF FINANCE
DARREN CHAN,MANAGEMENT ANALYST
SUBJECT: TREASURER'S REPORT AUGUST 2026
RECOMMENDED ACTION
It is recommended that the City Council receive and file the August 2026 Treasurer's Report.
GOAL STATEMENT
The proposed action supports the City's goal to manage the City's resources in a fiscally responsible manner.
BACKGROUND
Per California Government Code Section 53646(b),the City's treasurer or chief fiscal officer may render a treasurer's report to the City Council on a quarterly basis. The City has elected to provide this report to City Council monthly, but the City of Upland's Investment Policy(approved June 9,2025)requires the Investment Officer to provide a report quarterly to the Finance Committee at regularly scheduled meetings.This report shall include the type of investment, issuer, date of maturity,par, and dollar amount invested on all securities, current market value as of the date of the report,investments and monies held by the local agency and shall additionally include a description of any of the local agency's funds, investments, or programs, that are under the management of contracted parties, including lending programs.The report shall include a statement of compliance with the investment policy and shall include a statement noting the City's ability to meet its expenditure requirements for the next six months.
ISSUES AND ANALYSIS
The submission of the monthly Treasurer's Report is a compliance measure.
ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA. The proposed action is not included within the definition of a"project" and thus is exempt.
FISCAL IMPACTS
There is no fiscal impact associated with this action.
ALTERNATIVES
Provide alternative directions to staff.
CEQA:Not a Project.
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority For Period Ended
August 31,2026
Investment Portfolio Cost Par Value Market Value %of Portfolio State Local Agency Investment Fund 19,203,131 _ 19,203,131 _ 19,161,907 13.82% California Asset Management Plan 105,265 105,265 105,265 0.08% Negotiable Certificates of Deposit 15,464,115 15,469,000 15,402,327 11.11% Money Market Fund 85,754 85,754 85,754 0.06% Municipal Bonds 4,449,377 4,590,000 4,440,966 3.20% Government Agency Securities 80,245,002 81,130,768 79,390,393 57.26% Corporate Bonds 18,004,490 _ 18,000,000 _ 17,605,660 12.70% US Treasury 2,432,150 2,500,000 2,457,090 1.77% Total Investments $ 139,989,283 $ 141,083,917 $ 138,649,360 100.00% Weighted Average Days to Maturity 1,031.22
Blended Yield: 4.32%
Cash Cost Market Value
Bank Accounts and Change Funds 2,291,430 2,291,430
Total Cash $ 2,291,430 $ 2,291,430
Total Cash and Investments $ 142,280,713 $ 140,940,790 PARS Investment Portfolio Cost Market Value
115 Trust-OPEB Investment 2,030,909 3,194,746
115 Trust-Pension Investment 9,983,623 11,996,335 Total Restricted Funds Held in Trust $ 12,014,532 $ 15,191,081 Benchmarks:
LAIF _ 3.86%
CAMP 3.80%
2yr U.S.Treasury _ __ 4.34%
5yr U.S.Treasury 4.49%
Restricted Funds with Fiscal Agent Book Value Market Value Water Revenue Bonds 2022 _ 10,898,975 _ 10,898,975 Water System Lease Revenue Refunding Bonds 2021 2 2 Successor Agency TARBS 2013/2016-Merged Project _ 1,070,219 1,070,219 Colonies CFD Area#1 2022 1,582,680 1,582,680 Colonies CFD Area#2 2015 2,456,542 2,456,542 Upland 54 CFD 2004 221,426 221,426
Sycamore Hills CFD 2015-1 1,093,779 1,093,779 Harvest at Upland CFD 2016-1 Area#1 920,189 920,189 Harvest at Upland CFD 2016-1 Area#2 2,605,166 2,605,166 Enclave at Upland CFD 2022-1 516,534 516,534 Sycamore Hills CFD 2015-1-2 STB 2022A 1,116,810 1,116,810 Total Restricted Funds $ 22,482,322 $ 22,482,322
1. I hereby certify that the investments are in compliance with the investment policy adopted by the City Council in February 23,2026.
2. The City has the ability to meet its budgeted expenditures for the next six months.
3. The market values for funds held in banking institutions do not change. The amounts listed as market values for these items are the same as their book values.
4. The book value for the State Pool is the withdrawal value provided by the State Treasurer.The market value of funds held by the State Treasurer equates to the City's pro-rata share of the market value of the entire State Pool.
5. Sources for current market valuation are Account Statements and the Wall Street Journal GNMA Mortgage rates on the last trading day of the month.
6. This report meets the requirements of Government Code Section 53646. �Signed by:
9te 9/17/2026 111:39 AM PDT
�oY� 1954ec...
Assistant City Manager(Finance Director) Date
DocuSigned by:
9/21/2026 I 2:27 PM PDT
-O/1A0931-U4bU48b...
City Treasurer Date PRIET61:2@c0Pr5C114n
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
For Period Ended
August 31, 2026
Account
Fund or Account Balance
City of Upland 98-36-942 19,203,131
Market
Value
Totals $ 19,203,131 $ 19,161,907 *
Yield for Period Ended 8/31/2026 3.86%
*Calculated using LA/F Fair Value Factor of(0.99785326)for the quarter ending June 30, 2026 based on PMIA Market Valuation Report dated July 31, 2026
Prepare0RxDyfe Q1Ign
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority California Asset Management Plan
For Period Ended
August 31, 2026
Account
Fund or Account Balance
City of Upland 6113-001 105,265
Market
Value
Totals $ 105,265 $ 105,265
Yield for Period Ended 8/31/2026 3.80%
Prepared.by D e n
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
August 31,2026
Par Market Current Book Maturity
Investment Name CUSIP Cost Value Value Yield Yield Date Negotiable Certificates of Deposit
Advia CU CD 00782JAM4 249,000 249,000 241,216 4.08% 3.95% 3/13/2031 American Exp CD 02589AEZ1 250,000 250,000 251,530 4.57% 4.60% 9/13/2028 Bank Hapoalim CD 06251A6Z8 244,000 244,000 245,362 4.57% 4.50% 5/21/2029 Bank of America CD 06428KAX4 246,000 246,000 245,904 5.00% 5.00% 8/11/2031 BankUnited NA CD 066519RW1 249,000 249,000 247,267 1.36% 1.35% 12/8/2026 Baxter CU CD 07181JAY0 250,000 250,000 250,568 4.49% 4.50% 1/25/2027 Born Bk CD 09776DAW4 249,000 249,000 248,500 4.11% 4.10% 6/26/2028 Capital One NA CD 14042RQN4 250,000 250,000 248,173 1.26% 1.25% 12/8/2026 Celtic Bank CD 15118RX51 245,340 249,000 245,681 4.05% 4.40% 6/20/2029 CFG Community Bank CD 12527CNN8 243,775 245,000 238,625 4.11% 4.11% 11/14/2030 Citibank CD 17290GFZ5 247,000 247,000 241,511 4.14% 4.05% 3/20/2031 City FCU Tax CD 17783PAJ0 249,000 249,000 246,983 3.98% 3.95% 1/12/2029 Civic Federal CU 178808AB7 249,000 249,000 248,094 4.11% 4.10% 10/23/2028 Clearpath FCU CD 18507MAG6 249,000 249,000 248,051 3.97% 3.95% 4/27/2028 Connexus CU CD 20825WDV9 249,000 249,000 248,920 4.00% 4.00% 7/14/2027 Cornerstone CD 21923MAB7 249,000 249,000 243,945 3.78% 3.70% 10/1/2029 Credit Union of Texas CD 22551 KBLS 245,000 245,000 243,888 3.72% 3.70% 10/22/2027 Customers Bank CD 23204HPB8 250,000 250,000 251,140 4.48% 4.50% 6/14/2028 Discover Bank CD 254676AR0 250,000 250,000 251,888 4.62% 4.65% 9/18/2028 Eaglemark Svgs CD 27004PJP9 244,000 244,000 242,336 4.38% 4.35% 7/22/2031 Empower FCU CD 291916AE4 250,000 250,000 250,550 5.44% 5.45% 10/23/2026 Essential CU CD 29669XAP3 250,000 250,000 251,310 4.68% 4.70% 6/15/2027 Fahey Banking Co CD 303117DG7 250,000 250,000 249,233 3.91% 3.90% 1/12/2028 Farmers Merchant Bank CD 307811NB1 249,000 249,000 240,880 4.03% 3.90% 2/20/2031 First Foundation Bank CD 32026U5U6 244,000 244,000 245,359 4.57% 4.60% 5/22/2029 First Guaranty Bank CD 320437BD7 245,000 245,000 239,088 4.15% 4.05% 11/14/2030 First Technology FCU CD 33715LEB2 249,000 249,000 248,099 3.66% 3.65% 8/5/2027 Generations Bank CD 37149CAV9 250,000 250,000 248,485 3.12% 3.10% 5/6/2027 Goldman Sachs Bk CD 38151PHN4 245,000 245,000 239,284 3.99% 3.90% 2/10/2031 Great Midwest CD 39083PDQ2 249,000 249,000 249,939 4.48% 4.50% 4/27/2029 Gulf Cap Bank CD 40219MAY0 248,000 248,000 245,882 3.88% 3.85% 9/27/2028 Holyoke CU CD 43666MAD8 249,000 249,000 242,157 4.06% 3.95% 11/5/2030 Iriquois Fed CD 46355PDQ8 249,000 249,000 250,631 4.67% 4.70% 9/17/2027 Jeanne D Arc CD 472207AK5 249,000 249,000 249,762 4.39% 4.40% 7/31/2028 JP Morgan Bk CD 46659CPX2 240,000 240,000 234,098 4.20% 4.10% 2/11/2031 Leaders CU CD 52171 MAV7 249,000 249,000 248,465 4.46% 4.45% 9/2/2031 Malaga Bank CD 56102ABK1 250,000 250,000 248,335 0.86% 0.85% 11/19/2026 Medallion Bank CD 58404DXY2 249,000 249,000 248,460 4.11% 4.10% 6/30/2028 Milestone Bk CD 59934MAK4 244,000 244,000 244,281 4.44% 4.40% 12/15/2026 Morgan Stanley Bk CD 61690DRE0 244,000 244,000 245,669 4.62% 4.65% 5/22/2029 Morgan Stanley Private Bk CD 61768E4B6 244,000 244,000 245,669 4.62% 4.65% 5/22/2029 NBC Bancorp Inc CD 633398AA0 248,000 248,000 248,092 4.85% 4.85% 9/14/2026 New Jersey Ewing CU 22552BAE1 249,000 249,000 248,716 4.05% 4.05% 1/18/2028 Oklahoma Educators CU CD 67885MAL4 249,000 249,000 247,912 3.72% 3.70% 10/25/2027 Optum Bank Draper CD 68405VAU3 244,000 244,000 245,444 4.67% 4.70% 9/13/2027 People's Bank CD 710275AH1 250,000 250,000 250,085 4.05% 4.05% 1/12/2027 Preferred CU CD 74043RAA2 250,000 250,000 252,363 4.95% 5.00% 9/15/2027 Red Crown Fed CD 756558AB8 200,000 200,000 200,332 5.39% 5.40% 10/13/2026 RIA FCU CD 749622BX3 249,000 249,000 247,621 4.02% 4.00% 10/13/2028 Sallie Mae CD 795451EE9 245,000 245,000 239,578 3.99% 3.90% 12/10/2030 Southern First CD 84287PJB9 244,000 244,000 247,138 4.79% 4.85% 10/17/2028 Southwest Fin FCU CD 84485EAN7 249,000 249,000 247,860 4.02% 4.00% 8/14/2028 PrRageb29a0fr8T4in
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
August 31,2026
Par Market Current Book Maturity
Investment Name CUSIP Cost Value Value Yield Yield Date State Bk India CD 856288EG6 245,000 245,000 239,764 4.04% 3.95% 2/12/2031 State Employees CD 85678LAA3 249,000 249,000 250,409 4.77% 4.80% 5/24/2027 Texas Exchange Bank CD 88241TMG2 249,000 249,000 247,626 1.16% 1.15% 11/13/2026 True Sky Credit CD 89786MAH7 250,000 250,000 251,070 4.48% 4.50% 11/30/2027 TTCU Federal CU CD 89854LAD5 250,000 250,000 253,480 4.93% 5.00% 7/26/2028 Tucson FCU CD 898812AC6 250,000 250,000 253,575 4.93% 5.00% 9/8/2028 UBS Bank CD 90355GD29 249,000 249,000 242,063 3.86% 3.75% 12/10/2030 USAlliance FCU CD 90352RDL6 149,000 149,000 150,269 4.66% 4.70% 6/28/2029 USF Fed CU CD 90353EDC4 249,000 249,000 249,580 4.54% 4.55% 9/2/2031 Utah First CD 91739JAJ4 249,000 249,000 250,220 4.53% 4.55% 4/30/2029 Valley Natl Bk CD 919853QY0 245,000 245,000 243,915 4.02% 4.00% 7/24/2028 Negotiable Certificates of Deposit Subtotal $ 15,464,115 $ 15,469,000 $ 15,402,327 Cash and Equivalents(Money Market Fund)
First American Govt OB Fund-Y 31846V203 85,754 85,754 85,754 3.28% 3.28% Money Market Fund Subtotal $ 85,754 $ 85,754 $ 85,754 Municipal Bond Fund
Burbank Glendale, CA 120827EJ5 2,029,661 1,990,000 2,009,960 5.12% 4.72% 7/1/2029 Corona,CA 21969AAH5 924,000 1,000,000 936,690 2.18% 3.87% 5/1/2029 Corona,CA 21969AAK8 551,466 600,000 540,456 2.60% 4.15% 5/1/2031 Riverside,CA 769036BR4 944,250 1,000,000 953,860 2.96% 4.16% 6/1/2029 Municipal Bond Fund Subtotal $ 4,449,377 $ 4,590,000 $ 4,440,966 Government Securities
Fed Farm Credit Bks DEB 3133EPN50 998,000 1,000,000 996,950 4.26% 4.29% 12/15/2028 Fed Home Ln Bks DEB 3130AWBZ2 998,300 1,000,000 999,910 4.13% 4.17% 6/11/2027 Fed Home Ln Bks DEB 3130AWTR1 1,991,760 2,000,000 2,000,320 4.37% 4.47% 9/8/2028 Fed Home Ln Mort Corp#WN1476 3132XFUA4 987,813 1,000,000 985,040 4.30% 4.94% 10/1/2029 Fed Home Ln Mort Corp#WN1510 3132XFVC9 1,484,063 1,500,000 1,468,275 4.09% 4.64% 1/1/2030 Fed Home Ln Mort Corp#WN1516 3132XFVJ4 985,000 1,000,000 979,150 4.09% 4.91% 1/1/2030 Fed Home Ln Mort Corp#WN1542 3132XFWC8 2,302,059 2,310,000 2,279,277 4.37% 4.52% 2/1/2030 Fed Home Ln Mort Corp#WN1543 3132XFWD6 2,293,531 2,300,000 2,273,297 4.50% 4.57% 3/1/2030 Fed Home Ln Mort Corp#WN1555 3132XFWR5 1,694,875 1,700,000 1,668,975 4.20% 4.30% 4/1/2030 Fed Home Ln Mort Corp#WN1572 3132XFXA1 3,982,500 4,000,000 3,907,360 4.09% 4.26% 5/1/2030 Fed Home Ln Mort Corp#WN2560 3132XGZ25 990,711 996,002 996,680 4.85% 5.17% 1/1/2029 Fed Home Ln Mort Corp#WN5034 3132XKSY4 2,011,388 1,998,895 1,967,053 4.21% 3.77% 7/1/2029 Fed Home Ln Mort Corp#WN5163 3132XKWZ6 2,659,953 2,675,000 2,632,280 4.23% 4.49% 10/1/2029 Fed Home Ln Mort Corp Gold#WB5243 3132XKZH3 2,649,922 2,675,000 2,612,459 4.10% 4.56% 4/1/2030 Fed Home Ln Mort Corp Gold#WN1602 3132XFX86 343,922 345,000 335,337 4.04% 4.09% 8/1/2030 Fed Home Ln Mort Corp Gold#WN1617 3132XFYP7 1,497,656 1,500,000 1,457,880 4.07% 4.04% 7/1/2030 Fed Home Ln Mort Corp Gold#WN1646 3132XFZL5 995,938 1,000,000 971,180 4.05% 4.14% 7/1/2030 Fed Home Ln Mort Corp Gold#WN5017 3132XKSF5 1,123,242 1,125,000 1,110,769 4.29% 4.29% 7/1/2029 Fed Home Ln Mort Corp Gold#WN5242 3132XKZG5 925,606 940,000 917,318 4.10% 4.93% 3/1/2030 PrPargeb30a0fr8 4in
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
August 31,2026
Par Market Current Book Maturity
Investment Name CUSIP Cost Value Value Yield Yield Date Fed Home Ln Mort Corp Gold#WN5249 3132XKZP5 997,813 1,000,000 978,650 4.23% 4.23% 4/1/2030 Fed Natl Mortgage Assoc#BL3884 3140HVJ62 515,281 550,000 518,474 2.77% 4.28% 9/1/2029 Fed Natl Mortgage Assoc#BL4193 3140HVUT9 471,563 500,000 472,760 2.87% 4.21% 9/1/2029 Fed Natl Mortgage Assoc#BS1416 3140LBSE4 594,825 660,000 626,749 1.15% 4.63% 3/1/2028 Fed Natl Mortgage Assoc#BS4790 3140LFKC7 2,908,547 3,150,000 2,970,797 2.24% 4.88% 3/1/2029 Fed Natl Mortgage Assoc#BS5506 3140LGDL3 772,922 825,000 791,398 3.23% 5.41% 6/1/2029 Fed Natl Mortgage Assoc#BS5552 3140LGE24 1,995,544 2,130,000 2,054,449 3.46% 5.67% 5/1/2029 Fed Natl Mortgage Assoc#BS6109 3140LGYF3 4,340,455 4,343,000 4,252,926 4.06% 4.00% 7/1/2029 Fed Natl Mortgage Assoc#BS6624 3140LHLE8 983,549 987,871 962,334 3.92% 3.97% 10/1/2029 Fed Natl Mortgage Assoc#BZ0458 3140NYQL8 2,281,430 2,285,000 2,241,311 4.23% 4.22% 6/1/2030 Fed Natl Mortgage Assoc#BZ0815 3140NU3Z0 1,499,063 1,500,000 1,498,395 4.65% 4.68% 4/1/2029 Fed Natl Mortgage Assoc#BZ1806 3140NWAG0 1,463,438 1,500,000 1,474,155 4.12% 5.23% 9/1/2029 Fed Natl Mortgage Assoc#BZ1969 3140NWFK6 689,719 700,000 686,868 4.09% 4.72% 10/1/2029 Fed Natl Mortgage Assoc#BZ1993 3140NWGB5 743,906 750,000 736,493 4.14% 4.46% 11/1/2029 Fed Natl Mortgage Assoc#BZ2336 3140NWS22 1,491,563 1,500,000 1,492,170 4.50% 4.75% 11/1/2029 Fed Natl Mortgage Assoc#BZ2399 3140NWUZ6 492,656 500,000 495,145 4.32% 4.99% 11/1/2029 Fed Natl Mortgage Assoc#BZ2524 3140NWYW9 1,492,969 1,500,000 1,494,750 4.80% 5.01% 12/1/2029 Fed Natl Mortgage Assoc#BZ2748 3140NXBS1 494,688 500,000 494,965 4.40% 4.87% 1/1/2030 Fed Natl Mortgage Assoc#BZ2776 3140NXCN1 997,500 1,000,000 998,510 4.63% 4.74% 1/1/2030 Fed Natl Mortgage Assoc#BZ3455 3140NXZV8 1,496,719 1,500,000 1,478,625 4.30% 4.34% 4/1/2030 Fed Natl Mortgage Assoc#BZ4021 3140NYPF2 3,487,500 3,500,000 3,444,035 4.32% 4.42% 6/1/2030 Fed Natl Mortgage Assoc#BZ4436 3140NY4W8 498,438 500,000 487,895 4.10% 4.15% 8/1/2030 Fed Natl Mortgage Assoc#BZ4505 3140Q0AF9 4,491,563 4,500,000 4,398,660 4.22% 4.21% 8/1/2030 Fed Natl Mortgage Assoc#BZ5346 3140Q05G3 4,025,000 4,000,000 3,902,200 4.22% 3.82% 10/1/2030 Fed Natl Mortgage Assoc#BZ5496 3140Q1DA5 1,995,625 2,000,000 1,943,760 4.11% 4.09% 12/1/2030 Fed Natl Mortgage Assoc#BZ5528 3140Q1EA4 995,313 1,000,000 968,020 4.04% 4.13% 12/1/2030 Fed Natl Mortgage Assoc#BZ5552 3140Q1E22 998,555 1,000,000 977,780 4.21% 4.19% 11/1/2030 Fed Natl Mortgage Assoc#BZ5619 3140Q1G53 1,012,988 1,020,000 983,076 3.96% 4.15% 11/1/2030 Fed Natl Mortgage Assoc#BZ6138 3140Q1ZC7 999,688 1,000,000 971,960 4.14% 4.04% 1/1/2031 Fed Natl Mortgage Assoc#BZ6233 3140Q14T4 264,669 265,000 255,449 3.97% 3.89% 2/1/2031 Fed Natl Mortgage Assoc#BZ6638 3140Q2LU0 479,219 500,000 474,690 3.77% 5.62% 4/1/2031 Fed Natl Mortgage Assoc#BZ6889 3140Q2UP1 981,563 1,000,000 964,870 4.10% 4.85% 5/1/2031 Fed Natl Mortgage Assoc#BZ7160 3140Q25W4 890,438 900,000 875,016 4.30% 4.69% 6/1/2031 Fed Natl Mortgage Assoc#BZ7230 3140Q3A89 1,484,063 1,500,000 1,463,550 4.40% 4.80% 6/1/2031 Government Securities Subtotal $ 80,245,002 $ 81,130,768 $ 79,390,393 Amazon Corp Bond 4.250% 023135DD5 2,500,000 2,500,000 2,424,400 4.38% 4.25% 3/13/2031 Amazon.com Inc Med Term Nt 4.800% 023135EC6 1,499,250 1,500,000 1,486,275 4.84% 4.81% 7/9/2031 Citibank Corp Bond 4.838% 17325FBK3 513,250 500,000 501,820 4.82% 4.24% 8/6/2029 John Deere Capital Med Term Nt 4.375% 24422EYF0 1,009,540 1,000,000 983,270 4.45% 4.16% 10/15/2030 JP Morgan Chase Med Term Nt 4.050% 4813006R1 2,000,000 2,000,000 1,934,820 4.19% 4.05% 10/29/2030 JP Morgan Chase Med Term Nt 4.120% 46632FXW0 1,000,000 1,000,000 974,150 4.23% 4.12% 1/23/2031 Meta Platforms Corp Bond 4.550% 30303MAF9 3,000,000 3,000,000 2,931,810 4.66% 4.55% 5/15/2031 Nvidia Corp 4.50%Med Term Note 67066GAR5 1,482,450 1,500,000 1,465,380 4.61% 4.77% 6/15/2031 Royal Bank CDA Med Term Nt 4.750% 78014RZE3 2,000,000 2,000,000 1,968,920 4.82% 4.75% 3/14/2030 US Bancorp Med Term Nt 4.500% 91159XDW2 1,500,000 1,500,000 1,469,475 4.59% 4.50% 9/10/2030 US Bank 5.00%Med Term Note 90331HQB2 500,000 500,000 498,660 5.01% 5.00% 8/28/2031 Wells Fargo Bk Med Term Nt 4.450% 95004HAF5 1,000,000 1,000,000 966,680 4.60% 4.45% 8/4/2030 Corporate Bonds Subtotal $ 18,004,490 $ 18,000,000 $ 17,605,660 Prfitar-gtb3 Taff r53 4n
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority US Bank Investments
For Period Ended
August 31,2026
Par Market Current Book Maturity
Investment Name CUSIP Cost Value Value Yield Yield Date US Treasury
US Treasury Note 2.625% 912828661 464,450 500,000 479,670 2.74% 4.25% 2/15/2029 US Treasury Note 3.750% 91282CJR3 978,600 1,000,000 986,210 3.80% 4.25% 12/31/2028 US Treasury Note 4.000% 91282CJW2 989,100 1,000,000 991,210 4.04% 4.25% 1/31/2029 US Treasury Subtotal $ 2,432,150 $ 2,500,000 $ 2,457,090 Weighted Weighted
Avg.Yield Avg.Yield
Total Portfolio $ 120,680,887 $ 121,775,522 $ 119,382,189 4.14% 4.40% NOTE:The Treasurer's Report has been updated to report investment performance using weighted average book yield calculated on an amortized cost basis,which reflects both interest income and the amortization or accretion of premiums and discounts.Current yield,based on market value and interest income only,is still presented for reference; however,book yield is now the primary performance measure.
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Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
August 31,2026
No.of Days to
Days Until Maturity Total by
August 31,2026 Market Value Availability Maturity Weight Weighted Avg Maturity Petty Cash 32,898 8/31/2026 0 0.0% - Checking Account 2,180,704 9/1/2026 1 1.6% 0.02 Utility&Credit Cards Account 77,828 9/1/2026 1 0.1% - Total Bank Accounts 2,291,430 2,291,430 State Local Agency Investment Fund 19,161,907 9/1/2026 1 13.6% 0.14 19,161,907 California Asset Management Plan 105,265 8/31/2026 0 0.1% - 105,265 First American Govt OB Fund-Y 85,754 9/1/2026 1 0.1% 0.00 Money Market Accounts 85,754 85,754
NBC Bancorp Inc CD 248,092 9/14/2026 14 0.2% 0.02 Negotiable Certificates of Deposit 248,092 248,092 $ 21,892,447 1 -30 days
Empower FCU CD 250,550 10/23/2026 53 0.2% 0.09 Red Crown Fed CD 200,332 10/13/2026 43 0.1% 0.06 Negotiable Certificates of Deposit 450,882 450,882 $ 450,882 31 -60 days
BankUnited NA CD 247,267 12/8/2026 99 0.2% 0.17 Capital One NA CD 248,173 12/8/2026 99 0.2% 0.17 Malaga Bank CD 248,335 11/19/2026 80 0.2% 0.14 Milestone Bk CD 244,281 12/15/2026 106 0.2% 0.18 Texas Exchange Bank CD 247,626 11/13/2026 74 0.2% 0.13 Negotiable Certificates of Deposit 1,235,681 1,235,681 $ 1,235,681 61 -120 days
Baxter CU CD 250,568 1/25/2027 147 0.2% 0.26 People's Bank CD 250,085 1/12/2027 134 0.2% 0.24 Negotiable Certificates of Deposit 500,653 500,653 $ 500,653 121 -180 days
Fed Home Ln Bks DEB 999,910 6/11/2027 284 0.7% 2.02 Government Securities 999,910 999,910
Connexus CU CD 248,920 7/14/2027 317 0.2% 0.56 Essential CU CD 251,310 6/15/2027 288 0.2% 0.52 First Technology FCU CD 248,099 8/5/2027 339 0.2% 0.60 Generations Bank CD 248,485 5/6/2027 248 0.2% 0.44 State Employees CD 250,409 5/24/2027 266 0.2% 0.47 Negotiable Certificates of Deposit 1,247,223 1,247,223 $ 2,247,133 181 -1 year
PrePtigeZBatYPRI4n
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
August 31,2026
No.of Days to
Days Until Maturity Total by
August 31,2026 Market Value Availability Maturity Weight Weighted Avg Maturity Fed Natl Mortgage Assoc#BS1416 626,749 3/1/2028 548 0.4% 2.45 Government Securities 626,749 626,749
Born Bk CD 248,500 6/26/2028 665 0.2% 1.18 Clearpath FCU CD 248,051 4/27/2028 605 0.2% 1.07 Credit Union of Texas CD 243,888 10/22/2027 417 0.2% 0.72 Customers Bank CD 251,140 6/14/2028 653 0.2% 1.17 Fahey Banking Co CD 249,233 1/12/2028 499 0.2% 0.89 Iriquois Fed CD 250,631 9/17/2027 382 0.2% 0.68 Jeanne D Arc CD 249,762 7/31/2028 700 0.2% 1.24 Medallion Bank CD 248,460 6/30/2028 669 0.2% 1.18 New Jersey Ewing CU 248,716 1/18/2028 505 0.2% 0.89 Oklahoma Educators CU CD 247,912 10/25/2027 420 0.2% 0.74 Optum Bank Draper CD 245,444 9/13/2027 378 0.2% 0.66 Preferred CU CD 252,363 9/15/2027 380 0.2% 0.68 Southwest Fin FCU CD 247,860 8/14/2028 714 0.2% 1.26 True Sky Credit CD 251,070 11/30/2027 456 0.2% 0.82 TTCU Federal CU CD 253,480 7/26/2028 695 0.2% 1.25 Valley Natl Bk CD 243,915 7/24/2028 693 0.2% 1.20 Negotiable Certificates of Deposit 3,980,423 3,980,423 $ 4,607,172 1-2 years
Fed Farm Credit Bks DEB 996,950 12/15/2028 837 0.7% 5.94 Fed Home Ln Bks DEB 2,000,320 9/8/2028 739 1.4% 10.53 Fed Home Ln Mort Corp#WN2560 996,680 1/1/2029 854 0.7% 6.06 Fed Home Ln Mort Corp#WN5034 1,967,053 7/1/2029 1035 1.4% 14.50 Fed Home Ln Mort Corp Gold#WN5017 1,110,769 7/1/2029 1035 0.8% 8.19 Fed Natl Mortgage Assoc#BS4790 2,970,797 3/1/2029 913 2.1% 19.31 Fed Natl Mortgage Assoc#BS5506 791,398 6/1/2029 1005 0.6% 5.66 Fed Natl Mortgage Assoc#BS5552 2,054,449 5/1/2029 974 1.5% 14.25 Fed Natl Mortgage Assoc#BS6109 4,252,926 7/1/2029 1035 3.0% 31.34 Fed Natl Mortgage Assoc#BZ0815 1,498,395 4/1/2029 944 1.1% 10.07 Government Securities 18,639,735 18,639,735 American Exp CD 251,530 9/13/2028 744 0.2% 1.33 Bank Hapoalim CD 245,362 5/21/2029 994 0.2% 1.74 Celtic Bank CD 245,681 6/20/2029 1024 0.2% 1.79 City FCU Tax CD 246,983 1/12/2029 865 0.2% 1.52 Civic Federal CU 248,094 10/23/2028 784 0.2% 1.38 Discover Bank CD 251,888 9/18/2028 749 0.2% 1.34 First Foundation Bank CD 245,359 5/22/2029 995 0.2% 1.74 Great Midwest CD 249,939 4/27/2029 970 0.2% 1.73 Gulf Cap Bank CD 245,882 9/27/2028 758 0.2% 1.33 Morgan Stanley Bk CD 245,669 5/22/2029 995 0.2% 1.74 Morgan Stanley Private Bk CD 245,669 5/22/2029 995 0.2% 1.74 RIA FCU CD 247,621 10/13/2028 774 0.2% 1.36 Southern First CD 247,138 10/17/2028 778 0.2% 1.37 Tucson FCU CD 253,575 9/8/2028 739 0.2% 1.33 USAlliance FCU CD 150,269 6/28/2029 1032 0.1% 1.10 Utah First CD 250,220 4/30/2029 973 0.2% 1.73 Negotiable Certificates of Deposit 3,870,877 3,870,877 PrePtigeNat5fTriln
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
August 31,2026
No.of Days to
Days Until Maturity Total by
August 31,2026 Market Value Availability Maturity Weight Weighted Avg Maturity US Treasury Note 2.625% 479,670 2/15/2029 899 0.3% 3.07 US Treasury Note 3.750% 986,210 12/31/2028 853 0.7% 5.99 US Treasury Note 4.000% 991,210 1/31/2029 884 0.7% 6.24 US Treasury 2,457,090 2,457,090
Burbank Glendale,CA 2,009,960 7/1/2029 1035 1.4% 14.81 Corona,CA 936,690 5/1/2029 974 0.7% 6.50 Riverside,CA 953,860 6/1/2029 1005 0.7% 6.83 Municipal Bonds 3,900,510 3,900,510
$ 28,868,213 2-3 years
Fed Home Ln Mort Corp#WN1476 985,040 10/1/2029 1127 0.7% 7.90 Fed Home Ln Mort Corp#WN1510 1,468,275 1/1/2030 1219 1.0% 12.74 Fed Home Ln Mort Corp#WN1516 979,150 1/1/2030 1219 0.7% 8.50 Fed Home Ln Mort Corp#WN1542 2,279,277 2/1/2030 1250 1.6% 20.29 Fed Home Ln Mort Corp#WN1543 2,273,297 3/1/2030 1278 1.6% 20.69 Fed Home Ln Mort Corp#WN1555 1,668,975 4/1/2030 1309 1.2% 15.56 Fed Home Ln Mort Corp#WN1572 3,907,360 5/1/2030 1339 2.8% 37.25 Fed Home Ln Mort Corp#WN5163 2,632,280 10/1/2029 1127 1.9% 21.12 Fed Home Ln Mort Corp Gold#WB5243 2,612,459 4/1/2030 1309 1.9% 24.35 Fed Home Ln Mort Corp Gold#WN1602 335,337 8/1/2030 1431 0.2% 3.42 Fed Home Ln Mort Corp Gold#WN1617 1,457,880 7/1/2030 1400 1.0% 14.53 Fed Home Ln Mort Corp Gold#WN1646 971,180 7/1/2030 1400 0.7% 9.68 Fed Home Ln Mort Corp Gold#WN5242 917,318 3/1/2030 1278 0.7% 8.35 Fed Home Ln Mort Corp Gold#WN5249 978,650 4/1/2030 1309 0.7% 9.12 Fed Natl Mortgage Assoc#BL3884 518,474 9/1/2029 1097 0.4% 4.05 Fed Natl Mortgage Assoc#BL4193 472,760 9/1/2029 1097 0.3% 3.69 Fed Natl Mortgage Assoc#BS6624 962,334 10/1/2029 1127 0.7% 7.72 Fed Natl Mortgage Assoc#BZ0458 2,241,311 6/1/2030 1370 1.6% 21.86 Fed Natl Mortgage Assoc#BZ1806 1,474,155 9/1/2029 1097 1.0% 11.51 Fed Natl Mortgage Assoc#BZ1969 686,868 10/1/2029 1127 0.5% 5.51 Fed Natl Mortgage Assoc#BZ1993 736,493 11/1/2029 1158 0.5% 6.07 Fed Natl Mortgage Assoc#BZ2336 1,492,170 11/1/2029 1158 1.1% 12.30 Fed Natl Mortgage Assoc#BZ2399 495,145 11/1/2029 1158 0.4% 4.08 Fed Natl Mortgage Assoc#BZ2524 1,494,750 12/1/2029 1188 1.1% 12.64 Fed Natl Mortgage Assoc#BZ2748 494,965 1/1/2030 1219 0.4% 4.30 Fed Natl Mortgage Assoc#BZ2776 998,510 1/1/2030 1219 0.7% 8.67 Fed Natl Mortgage Assoc#BZ3455 1,478,625 4/1/2030 1309 1.1% 13.78 Fed Natl Mortgage Assoc#BZ4021 3,444,035 6/1/2030 1370 2.5% 33.60 Fed Natl Mortgage Assoc#BZ4436 487,895 8/1/2030 1431 0.3% 4.97 Fed Natl Mortgage Assoc#BZ4505 4,398,660 8/1/2030 1431 3.1% 44.82 Government Securities 45,343,627 45,343,627 Cornerstone CD 243,945 10/1/2029 1127 0.2% 1.96 Negotiable Certificates of Deposit 243,945 243,945 Royal Bank CDA Med Term Nt 4.750% 1,968,920 3/14/2030 1291 1.4% 18.10 Wells Fargo Bk Med Term Nt 4.450% 966,680 8/4/2030 1434 0.7% 9.87 Corporate Bonds 2,935,600 2,935,600
$ 48,523,172 3-4 years
Fed Natl Mortgage Assoc#BZ5346 3,902,200 10/1/2030 1492 2.8% 41.46 Fed Natl Mortgage Assoc#BZ5496 1,943,760 12/1/2030 1553 1.4% 21.49 Fed Natl Mortgage Assoc#BZ5528 968,020 12/1/2030 1553 0.7% 10.70 PrePtigeZBat5fTriln
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Portfolio
For Period Ended
August 31,2026
No.of Days to
Days Until Maturity Total by
August 31,2026 Market Value Availability Maturity Weight Weighted Avg Maturity Fed Natl Mortgage Assoc#BZ5552 977,780 11/1/2030 1523 0.7% 10.60 Fed Natl Mortgage Assoc#BZ5619 983,076 11/1/2030 1523 0.7% 10.66 Fed Natl Mortgage Assoc#BZ6138 971,960 1/1/2031 1584 0.7% 10.96 Fed Natl Mortgage Assoc#BZ6233 255,449 2/1/2031 1615 0.2% 2.94 Fed Natl Mortgage Assoc#BZ6638 474,690 4/1/2031 1674 0.3% 5.66 Fed Natl Mortgage Assoc#BZ6889 964,870 5/1/2031 1704 0.7% 11.71 Fed Natl Mortgage Assoc#BZ7160 875,016 6/1/2031 1735 0.6% 10.81 Fed Natl Mortgage Assoc#BZ7230 1,463,550 6/1/2031 1735 1.0% 18.08 Government Securities 13,780,371 13,780,371 Advia CU CD 241,216 3/13/2031 1655 0.2% 2.84 Bank of America CD 245,904 8/11/2031 1806 0.2% 3.16 CFG Community Bank CD 238,625 11/14/2030 1536 0.2% 2.61 Citibank CD 241,511 3/20/2031 1662 0.2% 2.86 Eaglemark Svgs CD 242,336 7/22/2031 1786 0.2% 3.08 Farmers Merchant Bank CD 240,880 2/20/2031 1634 0.2% 2.80 First Guaranty Bank CD 239,088 11/14/2030 1536 0.2% 2.61 Goldman Sachs Bk CD 239,284 2/10/2031 1624 0.2% 2.77 Holyoke CU CD 242,157 11/5/2030 1527 0.2% 2.63 JP Morgan Bk CD 234,098 2/11/2031 1625 0.2% 2.71 Sallie Mae CD 239,578 12/10/2030 1562 0.2% 2.66 State Bk India CD 239,764 2/12/2031 1626 0.2% 2.78 UBS Bank CD 242,063 12/10/2030 1562 0.2% 2.69 Negotiable Certificates of Deposit 3,126,506 3,126,506 Amazon Corp Bond 4.250% 2,424,400 3/13/2031 1655 1.7% 28.57 Amazon.com Inc Med Term Nt 4.800% 1,486,275 7/9/2031 1773 1.1% 18.76 John Deere Capital Med Term Nt 4.375% 983,270 10/15/2030 1506 0.7% 10.54 JP Morgan Chase Med Term Nt 4.050% 1,934,820 10/29/2030 1520 1.4% 20.94 JP Morgan Chase Med Term Nt 4.120% 974,150 1/23/2031 1606 0.7% 11.14 Meta Platforms Corp Bond 4.550% 2,931,810 5/15/2031 1718 2.1% 35.87 Nvidia Corp 4.50%Med Term Note 1,465,380 6/15/2031 1749 1.0% 18.25 US Bancorp Med Term Nt 4.500% 1,469,475 9/10/2030 1471 1.0% 15.39 US Bank 5.00%Med Term Note 498,660 8/28/2031 1823 0.4% 6.47 Corporate Bonds 14,168,240 14,168,240
Corona,CA 540,456 5/1/2031 1704 0.4% 6.56 Municipal Bonds 540,456 540,456
$ 31,615,574 4-5 years
Leaders CU CD 248,465 9/2/2031 1828 0.2% 3.23 USF Fed CU CD 249,580 9/2/2031 1828 0.2% 3.25 Negotiable Certificates of Deposit 498,045 498,045 Total Investments $ 140,438,970 100% 1,031 $140,438,970 Average Maturity in Days 1031
Average Maturity in Years: 3
PrePtigeZBat5fTriln
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority CA Government Code Section 53607
For Period Ended
August 31,2026
Issue Par Market Maturity
Investment Name CUSIP ID Date Cost Value Value Date Sales&Maturities
Paydown
Fed Home Ln Mort Corp#WN2560 3132XGZ25 3/1/2024 448.18 450.57 450.57 1/1/2029 Fed Home Ln Mort Corp#WN5034 3132XKSY4 9/1/2024 1,111.75 1,104.84 1,104.84 7/1/2029 Fed Natl Mortgage Assoc#BS6624 3140LHLE8 10/1/2022 1,151.15 1,156.21 1,156.21 10/1/2029 Full Sale/Maturity
University of California,CA 91412HGG2 7/16/2020 1,224,776.00 1,400,000.00 1,257,900.00 5/15/2030 San Bernardino,CA 796720PB0 8/5/2021 250,000.00 250,000.00 250,000.00 8/1/2026 Continental Bank CD 211163MG2 8/24/2021 250,000.00 250,000.00 250,000.00 8/24/2026 FirstBank of Nebraska CD 32116PAR9 8/27/2021 248,000.00 248,000.00 248,000.00 8/27/2026 Sales&Maturities Subtotal $ 1,975,487.08 $ 2,150,711.62 $ 2,008,611.62 Purchases
Nvidia Corp 4.50%Med Term Note 67066GAR5 6/18/2026 1,482,450.00 1,500,000.00 1,465,380.00 6/15/2031 Bank of America CD 06428KAX4 8/11/2026 246,000.00 246,000.00 245,904.06 8/11/2031 Fed Natl Mortgage Assoc#BZ6638 3140Q2LU0 4/1/2026 479,218.75 500,000.00 474,690.00 4/1/2031 US Bank 5.00%Med Term Note 90331 HQB2 8/28/2026 500,000.00 500,000.00 498,660.00 8/28/2031 Leaders CU CD 52171MAV7 8/31/2026 249,000.00 249,000.00 248,464.65 9/2/2031 USF Fed CU CD 90353EDC4 8/31/2026 249,000.00 249,000.00 249,580.17 9/2/2031 Purchases Subtotal $ 3,205,668.75 $ 3,244,000.00 $ 3,182,678.88
6 Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Maturities in Thousands of Dollars
For Period Ended
August 31, 2026
1 day 31 days 61 days 121 days 181 days 1 year 2 years 3 years 4 years to to to to to to I to to to
Investment Portfolio 30 days 60 days 120 days 180 days 1 year 2 years 3 years 4 years 5 years State Local Agency Investment Fund 19,162 - _ - - - - - - - California Asset Management Plan 105 - - - - - - - - Bank Accounts and Change Funds 2,291 - - - - - - - - Negotiable Certificates of Deposit 248 451 1,236 501 1,247 3,980 3,871 244 3,127_ Government Securities —1 - - - - 1,000 627 18,640 45,344 13,780_ Money Market Fund —1 86 - - - - - - - - Municipal Bonds - - - - - - 3,901 - 540 Corporate Bonds —1 - - - - - - - 2,936 14,168 US Treasury - - - - - - 2,457 - - Total Cash and Investments $21,892 $ 451 $ 1,236 $ 501 $ 2,247 $ 4,607 $28,869 $48,524 $31,615 Percentage 15.59% 0.32% 0.88% 0.36% 1.60% 3.28% 20.56% 34.55% 22.51
INVESTMENTS BY MATURITY
2 years to 3 years
20.56% 3 years to 4 years
\ / 34.55%
• 1 year to 2 years
3.28%
• 181 days to 1 year
1.60%
• 121 days to 180
days 0.36%
• 61 days to 120
days 0.88% 1,
• 31 days to
60 days 0.32%
• 1 day to 30 days
15.59/0 4 years to 5 years
22.51 Prep/g8rr&Mr
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Bank Accounts and Change Funds
For Period Ended
August 31, 2026
Account Insured Collateralized Total
Name Institution Deposits Deposits Deposits
Petty Cash
City of Upland City of Upland $ - $ - $ 32,898 City of Upland
Payroll Zero Balance Account Chase - - - City of Upland
Checking Account Chase 250,000 1,930,704 2,180,704 City of Upland
Utility& Credit Cards Account Chase 77,828 - 77,828 City of Upland
Successor Agency Chase - - -
Totals $ 327,828 $ 1,930,704 $ 2,291,430
PreparedayDa e I�jn
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority State Local Agency Investment Fund
For 12 Month Period Ended
August 31, 2026
Month Yield
September-2025 4.25%
October-2025 4.15%
November-2025 4.15%
December-2025 4.03%
January-2026 3.93%
February-2026 3.87%
March-2026 3.83%
April-2026 3.81%
May-2026 3.81%
June-2026 3.82%
July-2026 3.84%
August-2026 3.86%
Average Yield On Investment Portfolio
4.30%
4.20%
4.10%
4.00%
3.90%
3.80%
3.70%
3.60%
3.50%
eeeeeeeeeeee
�e��e�� OG�oa e°e(`o e°e� �C`\a �Ce���a ��� QQ �` lJ P�4o Prepared abyD e Qllgn
Docusign Envelope ID:561D8331-C191-8329-813D-7E9CF9CFA591
TREASURER'S REPORT
City of Upland - Successor Agency - Public Financing Authority Investment Summary
August 31,2026
Sep-2025 Oct-2025 Nov-2025 Dec-2025 Jan-2026 Feb-2026 Mar-2026 Apr-2026 May-2026 Jun-2026 Jul-2026 Aug-2026 Investment Portfolio
State Local Agency Investment Fund(LAIF) 1,333,338 1,347,537 334,967 17,020,428 29,482,708 23,402,541 24,761,068 30,118,150 35,658,523 35,398,000 25,674,147 19,161,907 California Asset Management Plan(CAMP) 10,071,972 8,608,869 10,640,767 1,470,833 1,475,642 1,479,975 483,396 484,899 2,088,416 2,094,884 2,101,613 105,265 Negotiable Certificates of Deposit 16,985,578 16,977,765 17,202,108 16,951,402 16,081,128 16,307,351 16,511,625 16,505,664 16,208,056 15,425,394 15,162,094 15,402,327 Money Market Fund 335,964 904,953 2,516,528 667,217 508,890 408,994 590,345 969,400 1,036,470 314,090 941,006 85,754 Municipal Bonds 5,469,246 5,476,581 5,505,577 5,494,294 5,488,310 5,543,546 5,470,159 5,454,425 5,976,785 5,975,058 5,951,123 4,440,966 Government Agency Securities 85,304,126 83,590,615 82,447,961 84,706,504 85,274,868 85,957,166 84,976,049 82,306,494 79,318,359 81,004,010 79,056,022 79,390,393 Corporate Bonds 5,049,285 7,038,805 8,070,705 8,059,905 9,048,560 9,335,002 8,957,990 11,421,825 14,370,235 14,328,145 15,650,135 - US Treasury 2,981,560 2,499,910 2,508,055 2,504,560 2,500,740 2,515,590 2,486,290 2,481,235 2,473,295 2,466,755 2,459,475 2,457,090 Total Investments $ 127,531,069 $ 126,445,035 $ 129,226,668 $ 136,875,144 $ 149,860,845 $ 144,950,164 $ 144,236,921 $ 149,742,093 $ 157,130,139 $ 157,006,335 $ 146,995,615 $ 121,043,700 Weighted Average Days to Maturity 1051.60 1151.17 1139.27 1105.98 1029.49 1047.35 1028.92 982.93 921.13 917.97 974.13 845.89 Blended Yield: 3.69% 3.81% 3.92% 4.31% 4.26% 4.27% 4.26% 4.22% 4.22% 4.23% 4.26% 4.32% Cash
Bank Accounts and Change of Funds 5,981,489 1,276,042 4,726,559 4,794,222 4,794,222 3,757,661 3,237,082 1,805,294 3,493,917 3,550,619 2,182,828 2,291,430 Total Cash $ 5,981,489 $ 1,276,042 $ 4,726,559 $ 4,794,222 $ 4,794,222 $ 3,757,661 $ 3,237,082 $ 1,805,294 $ 3,493,917 $ 3,550,619 $ 2,182,828 $ 2,291,430 Total Cash and Investments $ 133,512,558 $ 127,721,076 $ 133,953,227 $ 141,669,366 $ 154,655,068 $ 148,707,825 $ 147,474,003 $ 151,547,387 $ 160,624,056 $ 160,556,954 $ 149,178,443 $ 123,335,130 PARS Investment Portfolio
115 Trust-OPEB Investment 2,866,585 2,903,937 2,921,092 2,933,650 2,988,002 3,040,707 2,904,894 2,904,894 3,162,059 3,164,928 3,143,291 3,194,746 115 Trust-Pension Investment 11,810,158 11,951,491 12,023,161 12,061,266 12,217,692 12,585,710 12,023,560 12,023,560 13,087,342 13,099,245 11,803,466 11,996,335 Total Restricted Funds Held in Trust $ 14,676,743 $ 14,855,428 $ 14,944,252 $ 14,994,916 $ 15,205,694 $ 15,626,418 $ 14,928,454 $ 14,928,454 $ 16,249,400 $ 16,264,173 $ 14,946,757 $ 15,191,081 Benchmarks:
LAIF 4.21% 4.15% 4.10% 4.03% 3.90% 3.90% 3.87% 3.81% 3.81% 3.82% 3.84% 3.86% CAMP 4.27% 4.26% 4.11% 3.90% 3.85% 3.85% 3.80% 3.79% 3.76% 3.77% 3.81% 3.80% 2yr U.S.Treasury 3.60% 3.60% 3.47% 3.47% 3.52% 3.52% 3.79% 3.88% 3.98% 4.14% 4.28% 4.34% 5yr U.S.Treasury 3.74% 3.74% 3.59% 3.73% 3.73% 3.73% 3.92% 4.02% 4.13% 4.19% 4.45% 4.49% Restricted Funds with Fiscal Agent
Wtr Sys Lease Rev Ref Bonds 2011
Wtr Revenue Bonds 2022 16,528,998 15,503,027 15,503,094 15,503,159 12,104,934 12,123,736 12,247,595 12,195,951 12,195,997 10,782,886 10,898,926 10,898,975 Wtr Sys Lease Rev Ref Bonds 2021 666,573 196 196 197 197 198 39,909 2 2 2 2 2 Successor Agency TAN 2013/2016-Merged Proj 2 3 3 3 3 100,221 2 2 2 2 2 1,070,219 Colonies CFD Area#1 2022 274,130 274,130 274,130 274,130 274,130 433,680 274,130 274,130 274,130 274,130 274,130 1,582,680 Colonies CFD Area#22015 1,328,416 1,328,422 1,328,429 1,328,435 1,328,442 1,526,510 1,328,141 1,328,146 1,328,152 1,328,157 1,328,163 2,456,542 Upland 54 CFD 2004 126,545 126,558 126,573 126,586 126,599 147,637 123,567 123,575 123,582 123,590 123,597 221,426 Sycamore Hills CFD 2015-1 736,955 737,021 737,091 737,157 737,223 895,686 722,290 722,330 722,370 722,411 722,452 1,093,779 Harvest at Upland CFD 2016-1 Area#1 572,469 574,224 575,956 577,579 579,179 733,927 570,450 571,983 573,451 574,956 576,427 920,189 Harvest at Upland CFD 2016-1 Area#2 2,171,730 2,171,737 2,171,744 2,171,751 2,171,758 2,317,768 2,179,147 2,179,154 2,179,161 2,179,168 2,179,175 2,605,166 Enclave at Upland CFD 2022-1 495,718 497,171 498,601 499,901 501,175 510,823 415,716 416,739 417,724 418,744 419,733 516,534 Sycamore Hills CFD 2015-1-2 762,981 762,982 762,983 762,984 762,985 942,202 751,620 751,621 751,622 751,622 751,623 1,116,810 Total Restricted Funds $ 23,664,517 $ 21,975,471 $ 21,978,800 $ 21,981,882 $ 18,586,625 $ 19,732,388 $ 18,652,567 $ 18,563,633 $ 18,566,193 $ 17,155,668 $ 17,274,230 $ 22,482,322
����°�t4c1°p` CITY
UPLAND D�r. �. ]��/�: J/L//1 y �/'� "The City of Gracious Living" c:- -; 5
oid
DATE: September 28,2026
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER, CPA,ASSISTANT CITY MANAGER
STACI SULLIVAN,DEPUTY DIRECTOR OF FINANCE
SUBJECT: CONSIDER APPROVAL OF AUGUST WARRANT AND PAYROLL REGISTERS RECOMMENDED ACTION:
It is recommended that the City Council approve the August warrant registers totaling$19,397,477.13(check numbers 58415 — 58759 and direct disbursements) and payroll registers totaling $2,213,425.42 (check numbers 164870 — 164885 and electronic fund transfers 64511 —65105).
GOAL STATEMENT
The proposed action supports the City's goal of managing the City's resources in a fiscally responsible and transparent manner.
BACKGROUND
The City Council is presented with the financial disbursements for the purchase of materials,supplies,services,capital projects,and payroll warrants issued in the prior month.This process provides the City Council with the opportunity to review the monthly expenses of the city.
ISSUES AND ANALYSIS
In accordance with Government Code 37208,the Deputy Director of Finance hereby certifies that the attached warrant registers,direct disbursements and payroll registers have been found to conform to the approved budget and have been paid.These demands are submitted to the City Council for review and approval.
ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA.The proposed action is not included within the definition of a"project" and thus is exempt.
FISCAL IMPACTS
Funds are available for the payment of the warrant registers,direct disbursements and payroll registers in accordance with the Fiscal Year 2026-27 operating budget.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
oRuP
<i' %it CITY OF UPLAND
/�` ACCOUNTS PAYABLE CHECK RECONCILIATION REGISTER 0-4,110, 08/01/2026 -08/31/2026
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58415 08/05/2026 PRINTED 1961 A PLUS VIEW LLC 450.00 58416 08/05/2026 PRINTED 14 ACTION AWARDS 737.39 58417 08/05/2026 PRINTED 17649 GLOBAL PAYMENTS INC. 25,000.00 58418 08/05/2026 PRINTED 2254 MIGUEL ARAIZA 200.00 58419 08/05/2026 PRINTED 2211 AT&T MOBILITY II LLC 67.96 58420 08/05/2026 PRINTED 862 BADGER METER INC 4,689.83 58421 08/05/2026 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 1,482.66 58422 08/05/2026 PRINTED 600 CALIFORNIA STREET LIGHTING 21,500.00 58423 08/05/2026 PRINTED 1951 CANTEEN REFRESHMENTS 1,322.32 58424 08/05/2026 PRINTED 1922 DARREN CHAN 887.62 58425 08/05/2026 PRINTED 82791 CHEM PRO LLC 333.00 58426 08/05/2026 PRINTED 509 CITY OF ONTARIO 91,819.76 58427 08/05/2026 PRINTED 1846 COLTS LANDSCAPE,INC 23,850.79 58428 08/05/2026 PRINTED 1799 COMCAST CABLE COMMUNICATIONS MANAGEMENT LLC 742.95 58429 08/05/2026 PRINTED 2136 CROSSTOWN ELECTRICAL&DATA,INC 8,946.13 58430 08/05/2026 PRINTED 1500 THE CUSTOM GRAPHICS 59.26 58431 08/05/2026 PRINTED 16636 DELL MARKETING LP 54,415.88 58432 08/05/2026 PRINTED 1570 DIRECTV ENTERTAINMENT HOLDINGS LLC 242.48 58433 08/05/2026 PRINTED 2116 ELEVATED CONSTRUCTION 5,820.87 58434 08/05/2026 PRINTED 73401 ERNIE'S DISCOUNT ROOTER 125.00 58435 08/05/2026 PRINTED 78 FRONTIER 1,130.00 58436 08/05/2026 PRINTED 78 FRONTIER 374.85 58437 08/05/2026 PRINTED 78 FRONTIER 216.76 58438 08/05/2026 PRINTED 5661 G&M BUSINESS INTERIORS 4,907.25 58439 08/05/2026 PRINTED 2230 GEOGRAPHICS 14,119.24 58440 08/05/2026 PRINTED 16829 GOURMET GOURMET CATERING 1,912.61 58441 08/05/2026 PRINTED 290 GRAINGER 7,252.62 58442 08/05/2026 PRINTED 2170 GRAVES&KING LLP 846.00 58443 08/05/2026 PRINTED 2049 GREEN'S AUTO TECH 5,678.18 58444 08/05/2026 PRINTED 1878 HAM'S ELECTRIC INC 38,427.94 58445 08/05/2026 PRINTED 329 HOLLIDAY ROCK CO INC 13,296.54 58446 08/05/2026 PRINTED 629 HONEYCOTT,INC 560.00 58447 08/05/2026 PRINTED 1723 HUNTINGTON HARDWARE CO.INC 45.86 58448 08/05/2026 PRINTED 2074 I CREATE PROFESSIONALS CONSULTING 13,900.00 58449 08/05/2026 PRINTED 772 KIDS SPORTS NEWS NETWORK 1,250.00 58450 08/05/2026 PRINTED 131091 LEXIPOL,LLC 9,795.76 58451 08/05/2026 PRINTED 122601 LOWE'S 12,585.37 58452 08/05/2026 PRINTED 2023 LUMEN TECHNOLOGIES COMPANY 1,530.28 58453 08/05/2026 PRINTED 406 M2 IMAGE SOLUTION 270.31 58454 08/05/2026 PRINTED 1427 MARIPOSA LANDSCAPES INC 17,000.00 58455 08/05/2026 PRINTED 1096 MCFADDEN-DALE INDUSTRIAL HARDWARE,LLC 442.61 58456 08/05/2026 PRINTED 1123 HYATT LEGAL PLANS,INC 882.00 58457 08/05/2026 PRINTED 2057 TRACY MONTEZ 280.70 58458 08/05/2026 PRINTED 58641 MUSCO SPORTS LIGHTING,LLC 11,641.22 58459 08/05/2026 PRINTED 1957 NOELANI'S HALAU 0 HULA MO'OLELO A NON-PROFIT 400.00 58460 08/05/2026 PRINTED 117121 NUCKLES OIL COMPANY INC 92,975.43 58461 08/05/2026 PRINTED 2255 JOSE NUNEZ 168.55 58462 08/05/2026 PRINTED 250 PICAZO,MELECIO 95.00 58463 08/05/2026 PRINTED 16823 PRE PAID LEGAL SVC,INC 60.80 58464 08/05/2026 PRINTED 909 PSYCHOLOGICAL CONSULTING ASSOCIATES INC 520.00 58465 08/05/2026 PRINTED 657 QUAD COUNTY PAINTING INC 1,955.00 58466 08/05/2026 PRINTED 2070 RAFTELIS FINANCIAL CONSULTANTS,INC 15,521.50 58467 08/05/2026 PRINTED 1808 ROBERT AVERY CARTER 2,792.70 58468 08/05/2026 PRINTED 1864 REAL GONE PEST CONTROL 280.00 58469 08/05/2026 PRINTED 67381 ROUTE 66 CAR WASH INC 599.00 PAGE 1 of 9 DATE PREPARE9g:,422 0,6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58470 08/05/2026 PRINTED 1628 RS CONSTRUCTION&DEVELOPMENT,INC 30,785.00 58471 08/05/2026 PRINTED 90591 S&J SUPPLY CO INC 26,970.03 58472 08/05/2026 PRINTED 601 SAN ANTONIO WATER CO 329,818.40 58473 08/05/2026 PRINTED 98677 SAN BERNARDINO COUNTY FLOOD CONTROL DISTRICT 1,869.00 58474 08/05/2026 PRINTED 95861 SCHEU FAMILY YMCA OF UPLAND 2,200.00 58475 08/05/2026 PRINTED 1917 SDI PRESENCE LLC 2,562.50 58476 08/05/2026 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 482.58 58477 08/05/2026 PRINTED 1154 T-MOBILE USA 115.00 58478 08/05/2026 PRINTED 2186 THE NETHOUSE 38,431.25 58479 08/05/2026 PRINTED 11583 THOMPSON PLUMBING SUPPLY 532.95 58480 08/05/2026 PRINTED 1861 THREATER,INC 10,500.00 58481 08/05/2026 PRINTED 62321 TPX COMMUNICATIONS 1,012.87 58482 08/05/2026 PRINTED 2063 TRAFFIC SAFETY SUPPLY CO INC 5,574.14 58483 08/05/2026 PRINTED 1296 TRANSTECH ENGINEERS,INC 3,675.50 58484 08/05/2026 PRINTED 58351 TOM MALLOY CORP 7,130.90 58485 08/05/2026 PRINTED 2253 CHRISTOPHER TUPUOLA 200.00 58486 08/05/2026 PRINTED 125411 TYLER TECHNOLOGIES INC 289,700.14 58487 08/05/2026 PRINTED 3557 UNDERGROUND SERVICE ALERT 530.29 58488 08/05/2026 PRINTED 5522 UNITED RENTALS INC 2,026.92 58489 08/05/2026 PRINTED 148 UPLAND CHAMBER OF COMMERCE 7,500.00 58490 08/05/2026 PRINTED 891 UPLAND FOOTHILL KIWANIS FOUNDATION 1,000.00 58491 08/05/2026 PRINTED 990 VEOLIA NORTH AMERICA,INC 158.81 58492 08/05/2026 PRINTED 14735 VERIZON WIRELESS 850.37 58493 08/05/2026 PRINTED 14050 WILLDAN FINANCIAL SERVICES 2,210.00 58494 08/12/2026 PRINTED 1681 10-8 RETROFIT INC 49,391.65 58495 08/12/2026 PRINTED 1380 ADVANTEC CONSULTING ENGINEERS,INC 8,967.90 58496 08/12/2026 PRINTED 1396 ALVAREZ,MARIA ELENA 630.00 58497 08/12/2026 PRINTED 1678 JOHN P ANDREWS 100.00 58498 08/12/2026 PRINTED 3987 BALDY VIEW GYMNASTICS 2,272.90 58499 08/12/2026 PRINTED 1348 BAST,KAY 240.00 58500 08/12/2026 PRINTED 1112 BEGINNERS EDGE SPORTS TRAINING,LLC 1,428.00 58501 08/12/2026 PRINTED 1782 BLUE-WHITE INDUSTRIES 18,556.90 58502 08/12/2026 PRINTED 88971 CALIFORNIA DIESEL COMPLIANCE 75.00 58503 08/12/2026 PRINTED 1951 CANTEEN REFRESHMENTS 144.11 58504 08/12/2026 PRINTED 84141 CARTY,DIANE 288.00 58505 08/12/2026 PRINTED 1877 FRANCISCO MONRREAL 787.34 58506 08/12/2026 PRINTED 363 CHINO MOWER AND EQUIPMENT 775.22 58507 08/12/2026 PRINTED 3613 CITY OF CLAREMONT 4,352.58 58508 08/12/2026 PRINTED 2058 CODE 4 UNIFORMS INC 425.61 58509 08/12/2026 PRINTED 1846 COLTS LANDSCAPE,INC 590.00 58510 08/12/2026 PRINTED 2154 COMMERCIAL TIRE CENTER 355.33 58511 08/12/2026 PRINTED 1147 COUNTS UNLIMITED,INC 1,290.00 58512 08/12/2026 PRINTED 2249 MICHAEL COUPER 100.00 58513 08/12/2026 PRINTED 4696 CUCAMONGA VALLEY WATER DISTRIC 114.17 58514 08/12/2026 PRINTED 1500 THE CUSTOM GRAPHICS 177.00 58515 08/12/2026 PRINTED 1863 DAVID L BORGER 100.00 58516 08/12/2026 PRINTED 1002 DUNN-EDWARDS 73.83 58517 08/12/2026 PRINTED 97141 EUROFINS EATON ANALYTICAL INC 69,419.08 58518 08/12/2026 PRINTED 576 FARONICS TECHNOLOGIES USA INC 632.00 58519 08/12/2026 PRINTED 2222 FILMSKOOL LLC 918.75 58520 08/12/2026 PRINTED 78 FRONTIER 192.76 58521 08/12/2026 PRINTED 78 FRONTIER 2,988.02 58522 08/12/2026 PRINTED 78 FRONTIER 1,117.05 58523 08/12/2026 PRINTED 111311 FUN WITH SCIENCE 314.40 58524 08/12/2026 PRINTED 58311 GHA TECHNOLOGIES INC 696.07 58525 08/12/2026 PRINTED 129521 GRAFIX SYSTEMS 828.86 58526 08/12/2026 PRINTED 290 GRAINGER 6,932.82 58527 08/12/2026 PRINTED 72691 HAAKER EQUIPMENT CO 4,767.31 58528 08/12/2026 PRINTED 2032 HENSCHEL PUMP TEST LLC 800.00 58529 08/12/2026 PRINTED 88061 HISTORIC DOWNTOWN UPLAND 14,105.48 58530 08/12/2026 PRINTED 329 HOLLIDAY ROCK CO INC 1,192,007.00 58531 08/12/2026 PRINTED 1333 HR GREEN PACIFIC 4,562.00 PAGE 2 of 9 DATE PREPAF:e9g:,let4t no 6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58532 08/12/2026 PRINTED 16340 INFOSEND INC 13.26 58533 08/12/2026 PRINTED 153 INLAND EMPIRE UTILITIES AGENCY 996.30 58534 08/12/2026 PRINTED 2115 INTERNATIONAL LANGUAGE SCHOOL FOR CHILDREN 2,310.00 58535 08/12/2026 PRINTED 114501 INTERWEST CONSULTING GROUP 17,775.12 58536 08/12/2026 PRINTED 63221 J C I JONES CHEMICALS INC 7,046.84 58537 08/12/2026 PRINTED 1357 ARNOLDO BRATSLAVSKY 309.13 58538 08/12/2026 PRINTED 1269 JOHNSON,JEFFREY 100.00 58539 08/12/2026 PRINTED 1441 KNIGHT CLAREMONT INC 8,472.78 58540 08/12/2026 PRINTED 944 KOSMONT COMPANIES 3,460.80 58541 08/12/2026 PRINTED 1582 KOSMONT TRANSACTIONS SERVICES,INC 23,062.50 58542 08/12/2026 PRINTED 15595 L D M ASSOCIATES INC 17,896.50 58543 08/12/2026 VOID 53781 LEAD TECH ENVIRONMENTAL 14,400.00 58544 08/12/2026 PRINTED 414 LIEBERT CASSIDY WHITMORE 1,160.00 58545 08/12/2026 PRINTED 102 LIGHTING INSTYLE 100.06 58546 08/12/2026 PRINTED 1488 LUPERCIO,EDGAR 300.00 58547 08/12/2026 PRINTED 1845 LWP CLAIMS SOLUTIONS INC 3,655.00 58548 08/12/2026 PRINTED 406 M2 IMAGE SOLUTION 642.38 58549 08/12/2026 PRINTED 1935 MACIAS REFRIGERATION INC. 400.00 58550 08/12/2026 PRINTED 1692 MONICA MARROQUIN 100.00 58551 08/12/2026 PRINTED 1724 VETERINARY PET INSURANCE COMPANY 374.84 58552 08/12/2026 PRINTED 1911 DENISE RAMOS 14,996.00 58553 08/12/2026 PRINTED 1975 SHERRI FERNANDEZ 675.00 58554 08/12/2026 PRINTED 33021 PELLITTERI,CHRISTOPHER 480.20 58555 08/12/2026 PRINTED 1871 PHOTOSHELTER,INC 13,568.49 58556 08/12/2026 PRINTED 2070 RAFTELIS FINANCIAL CONSULTANTS,INC 3,589.00 58557 08/12/2026 PRINTED 2209 RAMIREZ COMPANY 40,487.10 58558 08/12/2026 PRINTED 1864 REAL GONE PEST CONTROL 3,080.00 58559 08/12/2026 PRINTED 1744 NICK BARBIERI TRUCKING,LLC 1,308.94 58560 08/12/2026 PRINTED 2188 RELIABLE TRANSLATIONS INC 80.00 58561 08/12/2026 PRINTED 2171 RHA LANDSCAPE ARCHITECTS-PLANNERS INC 29,500.00 58562 08/12/2026 PRINTED 2217 THE ROUTE 66 CENTENNIAL MONUMENT PROJECT 18,750.00 58563 08/12/2026 PRINTED 90591 S&J SUPPLY CO INC 602.93 58564 08/12/2026 PRINTED 3662 SAFETY-KLEEN SYSTEMS,INC 240.31 58565 08/12/2026 PRINTED 210 SALDANA DIAZ,NURYS E. 252.00 58566 08/12/2026 PRINTED 2225 SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT 30,972.79 58567 08/12/2026 PRINTED 1879 SEEKINS PRECISION INC 1,035.21 58568 08/12/2026 PRINTED 2261 SIGNARAMA ONTARIO 1,523.13 58569 08/12/2026 PRINTED 407 SINGLETON,DENICE 462.00 58570 08/12/2026 PRINTED 99141 SONSRAY MACHINERY LLC 275,331.71 58571 08/12/2026 PRINTED 3835 SOUTH COAST A Q M D 1,086.66 58572 08/12/2026 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS,LLC 226.22 58573 08/12/2026 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS,LLC 159.66 58574 08/12/2026 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 493.91 58575 08/12/2026 PRINTED 1439 STATON,BRIAN 100.00 58576 08/12/2026 PRINTED 2204 SYLVAN LEARNING 952.00 58577 08/12/2026 PRINTED 11583 THOMPSON PLUMBING SUPPLY 5,642.79 58578 08/12/2026 PRINTED 1898 TORO TOWING 800.00 58579 08/12/2026 PRINTED 1623 TRANSNATION TRANSLATIONS,INC 80.00 58580 08/12/2026 PRINTED 125411 TYLER TECHNOLOGIES INC 800.00 58581 08/12/2026 PRINTED 17022 UPLAND MUSIC SCHOOL 1,547.00 58582 08/12/2026 PRINTED 14735 VERIZON WIRELESS 85.03 58583 08/12/2026 PRINTED 14735 VERIZON WIRELESS 2,167.50 58584 08/12/2026 PRINTED 1865 WATRY DESIGN,INC. 20,772.75 58585 08/12/2026 PRINTED 5193 ZAILO,ROBERT 488.40 58586 08/12/2026 PRINTED 999999 5M SHARIF TRUST 74.14 58587 08/12/2026 PRINTED 999999 BRIGHT OPS 704.00 58588 08/12/2026 PRINTED 999999 CONSTRU ONE INC 610.49 58589 08/12/2026 PRINTED 999999 DARIO CASTELLANOS 53.68 58590 08/12/2026 PRINTED 999999 EMA MUNOZ 223.00 58591 08/12/2026 PRINTED 999999 ERIC LYMAN 304.00 58592 08/12/2026 PRINTED 999999 HARDY&HARPER INC 933.43 58593 08/12/2026 PRINTED 999999 INDUSTRIAL PLAZA 97.11 PAGE 3 of 9 DATE PREPAFE9g:,4E2 0,6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58594 08/12/2026 PRINTED 999999 (PERMIT LLC 80.00 58595 08/12/2026 PRINTED 999999 IRONMARK EARTHWORKS INC 946.11 58596 08/12/2026 PRINTED 999999 JIANREN WANG 55.61 58597 08/12/2026 PRINTED 999999 LISA DALLAS 15.75 58598 08/12/2026 PRINTED 999999 MARC HALL 152.78 58599 08/12/2026 PRINTED 999999 PAAKUMATAWINAT 31.52 58600 08/12/2026 PRINTED 999999 RAQUEL LEGASPI 44.19 58601 08/12/2026 PRINTED 999999 TAMMY FARBER 220.00 58602 08/12/2026 PRINTED 999999 THE ENERGUY 80.00 58603 08/12/2026 PRINTED 999999 URBINA FAMILY TRUST 08/07/20 198.25 58604 08/12/2026 PRINTED 999999 YOLANDA DELGADO 500.00 58605 08/19/2026 PRINTED 2055 10-8 TACTICAL 1,708.61 58606 08/19/2026 PRINTED 207 ADLERHORST INTERNATIONAL LLC 589.80 58607 08/19/2026 PRINTED 12564 ALL CITY MANAGEMENT SERVICES INC 12,054.90 58608 08/19/2026 PRINTED 2012 ALLIANT INSURANCE SERVICES,INC 5,785.00 58609 08/19/2026 PRINTED 6109 AMERICAN HERITAGE LIFE INS CO 93.09 58610 08/19/2026 PRINTED 2016 ANDREW ANDRADE 63.27 58611 08/19/2026 PRINTED 131971 ANNEALTA GROUP 15,360.00 58612 08/19/2026 PRINTED 6683 ATMAA INC 1,760.00 58613 08/19/2026 PRINTED 1769 BIO-TOX LABORATORIES 2,562.00 58614 08/19/2026 PRINTED 1733 JAMES BREITLING 950.00 58615 08/19/2026 PRINTED 819 BRINKS,INC 1,326.56 58616 08/19/2026 PRINTED 195 CALIFORNIA NEWSPAPERS PARTNERSHIP 3,162.14 58617 08/19/2026 PRINTED 1423 CIR INC 15,340.00 58618 08/19/2026 PRINTED 2060 CITY VENTURES HOMEBUILDING LLC 40,000.00 58619 08/19/2026 PRINTED 2212 CRYE PRECISION LLC 1,006.18 58620 08/19/2026 PRINTED 2205 ELITE MAINTENANCE&TREE SERVICE 5,480.00 58621 08/19/2026 PRINTED 10485 EXPERIAN 75.00 58622 08/19/2026 PRINTED 10485 EXPERIAN 75.00 58623 08/19/2026 PRINTED 1395 GARCIA,CARLOS 750.00 58624 08/19/2026 PRINTED 2153 GEORGE HILLS COMPANY 1,342.50 58625 08/19/2026 PRINTED 91751 GOVERNMENTJOBS.COM,INC 24,294.84 58626 08/19/2026 PRINTED 5206 H D L COREN&CONE 795.00 58627 08/19/2026 PRINTED 1345 JULIE HERNANDEZ 4,336.00 58628 08/19/2026 PRINTED 56561 HLP INC 3,840.00 58629 08/19/2026 PRINTED 1383 IMPEX TECHNOLOGIES,INC 42,368.27 58630 08/19/2026 PRINTED 17528 INNOVATIVE PRINTING CONCEPTS 308.98 58631 08/19/2026 PRINTED 4719 INTERSTATE BATTERIES 299.98 58632 08/19/2026 PRINTED 80561 KEENAN&ASSOCIATES 6,320.05 58633 08/19/2026 PRINTED 1609 LANDSCAPE WEST MANAGEMENT SERVICES,INC 5,018.00 58634 08/19/2026 PRINTED 3020 LAW ENFORCEMENT MEDICAL SVCS 360.00 58635 08/19/2026 PRINTED 53781 LEAD TECH ENVIRONMENTAL 2,394.00 58636 08/19/2026 PRINTED 104441 LOMA LINDA UNIV CHILDRENS HOSP 7,800.00 58637 08/19/2026 PRINTED 1845 LWP CLAIMS SOLUTIONS INC 3,455.00 58638 08/19/2026 PRINTED 771 NETWRIX CORPORATION 6,971.33 58639 08/19/2026 PRINTED 16877 NEXTDAY DELIVERY SERVICE,INC 679.25 58640 08/19/2026 PRINTED 1434 POWERDMS INC 12,680.95 58641 08/19/2026 PRINTED 17563 GARALITO,KIMBERLY 5,528.93 58642 08/19/2026 PRINTED 62081 QUADIENT LEASING USA,INC 2,150.13 58643 08/19/2026 PRINTED 67381 ROUTE 66 CAR WASH INC 6,864.00 58644 08/19/2026 PRINTED 11671 SAN BERNARDINO COUNTY 6,371.84 58645 08/19/2026 PRINTED 1970 SHARP BUSINESS SYSTEMS 8,929.56 58646 08/19/2026 PRINTED 2176 SKAGGS PUBLIC SAFETY UNIFORMS&EQUIPMENT 2,087.91 58647 08/19/2026 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 2,425.47 58648 08/19/2026 PRINTED 1014 SUNSET AUDIO VISUAL 576.00 58649 08/19/2026 PRINTED 99981 THOMSON REUTERS-WEST PAYMENT CENTER 2,005.40 58650 08/19/2026 PRINTED 11484 U S BANK 2,200.00 58651 08/19/2026 PRINTED 14735 VERIZON WIRELESS 1,455.13 58652 08/19/2026 PRINTED 14735 VERIZON WIRELESS 5,221.87 58653 08/19/2026 PRINTED 2020 RUDY ZUNIGA 725.00 58654 08/19/2026 PRINTED 999999 1830 N EUCLID LLC 344.14 58655 08/19/2026 PRINTED 999999 BUTOOLABDULLAH 300.30 PAGE 4 of 9 DATE PREPAFE9g:;'Kta.06511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58656 08/26/2026 PRINTED 1681 10-8 RETROFIT INC 61,409.38 58657 08/26/2026 PRINTED 2055 10-8 TACTICAL 1,413.27 58658 08/26/2026 PRINTED 1961 A PLUS VIEW LLC 300.00 58659 08/26/2026 PRINTED 292 ACEVEDO,VICTOR 324.00 58660 08/26/2026 PRINTED 2031 ADAMERICA LLC 1,966.32 58661 08/26/2026 PRINTED 3 AIRGAS USA LLC 7,483.24 58662 08/26/2026 PRINTED 1313 ALLIED UNIVERSAL SECURITY SERVICES 20,859.09 58663 08/26/2026 PRINTED 2215 ALTERNATIVE HOSE INC 95.79 58664 08/26/2026 PRINTED 226 ARCHITERRA DESIGN GROUP 1,339.25 58665 08/26/2026 PRINTED 226 ARCHITERRA DESIGN GROUP 1,327.50 58666 08/26/2026 PRINTED 226 ARCHITERRA DESIGN GROUP 1,002.38 58667 08/26/2026 PRINTED 289 ARROW TRAILER SUPPLIES INC 41.93 58668 08/26/2026 PRINTED 500 ARTESIA SAWDUST PRODUCTS INC 2,904.99 58669 08/26/2026 PRINTED 2211 AT&T MOBILITY II LLC 67.96 58670 08/26/2026 PRINTED 1522 JASON ATILANO 673.00 58671 08/26/2026 PRINTED 6683 ATMAA INC 880.00 58672 08/26/2026 PRINTED 1779 BAKER TILLY US,LLP 15,902.00 58673 08/26/2026 PRINTED 119661 BEST BEST&KRIEGER LLP 58,567.03 58674 08/26/2026 PRINTED 120021 BRIGHTVIEW 128,796.90 58675 08/26/2026 PRINTED 52071 CA BLDG STANDARDS COMMISSION 30.19 58676 08/26/2026 PRINTED 1726 CALIFORNIA DEPARTMENT OF TECHNOLOGY 200,497.10 58677 08/26/2026 PRINTED 475 CITY OF MONTCLAIR 5,849.71 58678 08/26/2026 PRINTED 1755 CIVICA LAW GROUP,APC 15,128.01 58679 08/26/2026 PRINTED 163 CLINICAL LABORATORY OF SAN BERNARDINO,INC 322.50 58680 08/26/2026 PRINTED 2130 DEPT OF CONSERVATION 789.06 58681 08/26/2026 PRINTED 1579 ELITE BOILERS 1,669.38 58682 08/26/2026 PRINTED 2205 ELITE MAINTENANCE&TREE SERVICE 588.90 58683 08/26/2026 PRINTED 108961 PHILLIP ESTRADA 324.00 58684 08/26/2026 PRINTED 2435 EVERSOFT 1,752.07 58685 08/26/2026 PRINTED 2226 FORD OF UPLAND 220.00 58686 08/26/2026 PRINTED 123041 FRIENDS OF UPL ANML SHLTR INC 577.36 58687 08/26/2026 PRINTED 78 FRONTIER 173.96 58688 08/26/2026 PRINTED 78 FRONTIER 129.54 58689 08/26/2026 PRINTED 78 FRONTIER 1,119.87 58690 08/26/2026 PRINTED 2230 GEOGRAPHICS 12,065.05 58691 08/26/2026 PRINTED 2153 GEORGE HILLS COMPANY 5,500.00 58692 08/26/2026 PRINTED 58311 GHA TECHNOLOGIES INC 4,099.89 58693 08/26/2026 PRINTED 290 GRAINGER 1,651.41 58694 08/26/2026 PRINTED 2049 GREEN'S AUTO TECH 7,969.69 58695 08/26/2026 PRINTED 2258 ADAM GUTIERREZ 293.73 58696 08/26/2026 PRINTED 72691 HAAKER EQUIPMENT CO 4,903.98 58697 08/26/2026 PRINTED 1878 HAM'S ELECTRIC INC 4,025.00 58698 08/26/2026 PRINTED 1212 HARDY&HARPER, INC 24,677.75 58699 08/26/2026 PRINTED 2032 HENSCHEL PUMP TEST LLC 2,250.00 58700 08/26/2026 PRINTED 629 HONEYCOTT,INC 600.00 58701 08/26/2026 PRINTED 2074 I CREATE PROFESSIONALS CONSULTING 4,500.00 58702 08/26/2026 PRINTED 284 J G BAUTISTA CONSULTING 4,725.00 58703 08/26/2026 PRINTED 1357 ARNOLDO BRATSLAVSKY 533.00 58704 08/26/2026 PRINTED 2264 JACOB GREEN&ASSOCIATES INC 1,875.00 58705 08/26/2026 PRINTED 1942 KIMBALL MIDWEST 602.29 58706 08/26/2026 PRINTED 15595 L D M ASSOCIATES INC 3,290.25 58707 08/26/2026 PRINTED 1609 LANDSCAPE WEST MANAGEMENT SERVICES,INC 59,257.33 58708 08/26/2026 PRINTED 267 LARA,JASON 324.00 58709 08/26/2026 PRINTED 53781 LEAD TECH ENVIRONMENTAL 1,440.00 58710 08/26/2026 PRINTED 2246 LITTER FREE UPLAND 6,303.55 58711 08/26/2026 PRINTED 16385 MAIN STREET SIGNS 3,109.82 58712 08/26/2026 PRINTED 1427 MARIPOSA LANDSCAPES INC 38,879.73 58713 08/26/2026 PRINTED 16393 MISCOWATER 1,621,549.94 58714 08/26/2026 PRINTED 238 MOUNTAIN VIEW CHEVROLET,INC 4,286.32 58715 08/26/2026 PRINTED 1512 NOTCHICK,JOSEPH 300.00 58716 08/26/2026 PRINTED 30971 OCCUPATIONAL HEALTH CENTERS 255.00 58717 08/26/2026 PRINTED 1040 PATTERSON INK 409.45 PAGE 5 of 9 DATE PREPAF:e9g:;472 0,6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 58718 08/26/2026 PRINTED 1731 R E S ENVIRONMENTAL INC 2,335.00 58719 08/26/2026 PRINTED 805 R3 CONSULTING GROUP,INC. 12,500.00 58720 08/26/2026 PRINTED 349 RAIN MASTER IRRIGATION SYSTEMS 285.95 58721 08/26/2026 PRINTED 2209 RAMIREZ COMPANY 59,547.42 58722 08/26/2026 PRINTED 1864 REAL GONE PEST CONTROL 1,620.00 58723 08/26/2026 PRINTED 612 RIDE ON POWERSPORTS,INC 7,193.11 58724 08/26/2026 PRINTED 133921 SAFE USA 19,067.30 58725 08/26/2026 PRINTED 601 SAN ANTONIO WATER CO 404,433.16 58726 08/26/2026 PRINTED 606 SAN BERNARDINO COUNTY SHERIFF'S 628.00 58727 08/26/2026 PRINTED 2225 SAN BERNARDINO COUNTY FIRE PROTECTION DISTRICT 1,029.00 58728 08/26/2026 PRINTED 11671 SAN BERNARDINO COUNTY 6,701.85 58729 08/26/2026 PRINTED 1917 SDI PRESENCE LLC 1,262.50 58730 08/26/2026 PRINTED 1237 VANESSA SEE 3,864.00 58731 08/26/2026 PRINTED 2570 SIX BASINS WATERMASTER 29,472.00 58732 08/26/2026 PRINTED 18062 SOFFA ELECTRIC INC 189,155.57 58733 08/26/2026 PRINTED 861 SOUTHWEST MOBILE STORAGE,INC 5,166.61 58734 08/26/2026 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS,LLC 1,091.29 58735 08/26/2026 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS,LLC 485.00 58736 08/26/2026 PRINTED 21671 CHARTER COMMUNICATIONS HOLDINGS,LLC 134.98 58737 08/26/2026 PRINTED 1608 STAFFING NETWORK HOLDINGS,LLC 7,897.75 58738 08/26/2026 PRINTED 16607 STAPLES BUSINESS ADVANTAGE 1,917.89 58739 08/26/2026 PRINTED 2262 TRAUMA REMEDIATION SERVICES LLC 2,040.00 58740 08/26/2026 PRINTED 120841 STUMP FENCE CO 2,900.00 58741 08/26/2026 PRINTED 1014 SUNSET AUDIO VISUAL 2,974.96 58742 08/26/2026 PRINTED 1154 T-MOBILE USA 215.00 58743 08/26/2026 PRINTED 1148 TOTAL ENVIRONMENTAL MANAGEMENT,INC 8,250.00 58744 08/26/2026 PRINTED 62321 TPX COMMUNICATIONS 2,724.91 58745 08/26/2026 PRINTED 1296 TRANSTECH ENGINEERS,INC 3,173.00 58746 08/26/2026 PRINTED 63381 UTILITY COST MANAGEMENT LLC 3,666.35 58747 08/26/2026 PRINTED 14735 VERIZON WIRELESS 178.48 58748 08/26/2026 PRINTED 14735 VERIZON WIRELESS 850.49 58749 08/26/2026 PRINTED 14735 VERIZON WIRELESS 136.80 58750 08/26/2026 PRINTED 14735 VERIZON WIRELESS 482.49 58751 08/26/2026 PRINTED 14735 VERIZON WIRELESS 608.93 58752 08/26/2026 PRINTED 1929 VIA ACTUARIAL SOLUTIONS 7,900.00 58753 08/26/2026 PRINTED 1653 MARIA E WALWORTH 375.00 58754 08/26/2026 PRINTED 112201 WAUSAU TILE CO 3,217.16 58755 08/26/2026 PRINTED 50251 WESTERN AUDIO VISUAL CORP 38,567.16 58756 08/26/2026 PRINTED 2268 WH UPLAND 186 LLC 2,838.00 58757 08/26/2026 PRINTED 1325 WILLDAN ENGINEERING 8,075.00 58758 08/26/2026 PRINTED 999999 JESSICA ELIAS 50.00 58759 08/26/2026 PRINTED 999999 MIKE SANFORD 500.00 PRINTED CHECKS(345 COUNT) $ 6,732,304.42
80426001 08/04/2026 MANUAL 43651 U S BANK NATIONAL ASSN 83,326.15 80526001 08/05/2026 MANUAL 827 CALIFORNIA DEPARTMENT OF TAX AND FEE ADMIN 1,594.00 80626001 08/26/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 41,752.62 80626002 08/06/2026 MANUAL 827 CALIFORNIA DEPARTMENT OF TAX AND FEE ADMIN 1,594.00 80726001 08/07/2026 MANUAL 441 MIDAMERICA ADMIN&RETIREMENT SOLUTIONS,LLC 2,032.27 80726002 08/07/2026 MANUAL 621 KAREN LONG 187.50 80726003 08/07/2026 MANUAL 2164 ERIKA SANTANA 207.69 80726004 08/07/2026 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,061.00 80726005 08/07/2026 MANUAL 2041 AFSCME DC 36 1,582.00 80726006 08/07/2026 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,418.00 80726007 08/07/2026 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 532.00 80726008 08/07/2026 MANUAL 1597 TRUSTMARK VOLUNTARY BENEFIT ADMINISTRATOR 2,151.47 80726009 08/07/2026 MANUAL 1594 COBRA PROFESSIONALS,INC 3,671.15 80726010 08/07/2026 MANUAL 618 ICMA-RC 1,675.00 80726011 08/07/2026 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 94,433.55 80726012 08/07/2026 MANUAL 1589 LIVELY INC 5,333.11 80726013 08/07/2026 MANUAL 1337 STANDARD INSURANCE COMPANY 3,630.44 PAGE 6 of 9 DATE PREPAFE13g:, 0,6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT 80726014 08/07/2026 MANUAL 116231 NEOPOST USA INC 2,000.00 81126001 08/11/2026 MANUAL 543 SOUTHERN CALIF GAS COMPANY 710.77 81126002 08/11/2026 MANUAL 32091 SOUTHERN CALIF EDISON CO 91,431.65 81126003 08/11/2026 MANUAL 32091 SOUTHERN CALIF EDISON CO 91,431.65 81326001 08/13/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 32,271.14 81326002 08/13/2026 MANUAL 2019 STONE CREEK ESCROW,INC 10,190.00 81326003 08/13/2026 MANUAL 2019 STONE CREEK ESCROW,INC 70,400.00 81426001 08/14/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 114,315.96 81426002 08/14/2026 MANUAL 65181 CALPERS 260,875.19 81426003 08/14/2026 MANUAL 1845 LWP CLAIMS SOLUTIONS INC 33,450.55 81426004 08/14/2026 MANUAL 116231 NEOPOST USA INC 5,000.00 81726001 08/17/2026 MANUAL 627 STATE OF CALIFORNIA EMPLOYMENT DEVELOPMENT 8,076.00 81926001 08/19/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 730,859.93 81926002 08/19/2026 MANUAL 543 SOUTHERN CALIF GAS COMPANY 717.19 81926003 08/19/2026 MANUAL 1869 CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY(CIRA) 2,701,971.58 82126001 08/21/2026 MANUAL 760 WATER FACILITIES AUTHORITY 144,746.25 82126002 08/21/2026 MANUAL 32091 SOUTHERN CALIF EDISON CO 95,519.77 82126003 08/21/2026 MANUAL 441 MIDAMERICA ADMIN&RETIREMENT SOLUTIONS,LLC 2,003.35 82126004 08/21/2026 MANUAL 621 KAREN LONG 187.50 82126005 08/21/2026 MANUAL 2164 ERIKA SANTANA 207.69 82126006 08/21/2026 MANUAL 736 UPLAND POLICE MANAGEMENT ASSN 1,061.00 82126007 08/21/2026 MANUAL 2041 AFSCME DC 36 1,525.50 82126008 08/21/2026 MANUAL 737 UPLAND POLICE OFFICERS ASSN 5,604.00 82126009 08/21/2026 MANUAL 125761 CITY EMPLOYEE ASSOCIATES 532.00 82126010 08/21/2026 MANUAL 1594 COBRA PROFESSIONALS,INC 3,671.15 82126011 08/21/2026 MANUAL 618 ICMA-RC 1,675.00 82126012 08/21/2026 MANUAL 1499 EMPOWER TRUST COMPANY,LLC 94,266.88 82126013 08/21/2026 MANUAL 1589 LIVELY INC 5,580.43 82126014 08/21/2026 MANUAL 32091 SOUTHERN CALIF EDISON CO 95,516.68 82426001 08/24/2026 MANUAL 11484 U S BANK 96,167.61 82426002 08/24/2026 MANUAL 11484 U S BANK 1,070,216.32 82426003 08/24/2026 MANUAL 11484 U S BANK 342,234.47 82526001 08/25/2026 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 14,225.09 82526002 08/25/2026 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 36,682.23 82526003 08/25/2026 MANUAL 529 KAISER FOUNDATION HEALTH PLAN 202,666.07 82626001 08/26/2026 MANUAL 65181 CALPERS 263,624.04 82726001 08/27/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 42,804.00 82826001 08/28/2026 MANUAL 153 INLAND EMPIRE UTILITIES AGENCY 813,006.00 82826002 08/28/2026 MANUAL 11484 U S BANK 1,128,373.64 82826003 08/28/2026 MANUAL 760 WATER FACILITIES AUTHORITY 386,872.88 82826004 08/28/2026 MANUAL 760 WATER FACILITIES AUTHORITY 56,834.12 82826005 08/28/2026 MANUAL 13121 GENTRY BROTHERS INC 434,295.00 82826006 08/28/2026 MANUAL 13121 GENTRY BROTHERS INC (21,714.75) 82826007 08/28/2026 MANUAL 2153 GEORGE HILLS COMPANY 34,399.76 83126001 08/31/2026 MANUAL 11484 U S BANK 95,775.49 83126002 08/31/2026 MANUAL 11484 U S BANK 1,304,730.62 83126003 08/31/2026 MANUAL 11484 U S BANK 362,872.75 83126004 08/31/2026 MANUAL 11484 U S BANK 418,608.02 83126005 08/31/2026 MANUAL 11484 U S BANK 357,782.92 83126006 08/31/2026 MANUAL 91491 LIBRARY SYSTEMS&SERVICES LLC 127,442.00 83126007 08/31/2026 MANUAL 441 MIDAMERICA ADMIN&RETIREMENT SOLUTIONS,LLC 33,680.19 83126008 08/31/2026 MANUAL 114711 METROPOLITAN LIFE INSURANCE CO 1,574.05 83126009 08/31/2026 MANUAL 754 PUBLIC AGENCY COALITION ENTERPRISE 119,662.57 83126010 08/31/2026 MANUAL 960 MUNICIPAL DENTAL POOL 30,304.44 83126011 08/31/2026 MANUAL 1282 WESTERN ALLIANCE BUSINESS TRUST 85,812.16 MANUAL CHECKS(72 COUNT) $12,694,912.45
57462 05/27/2026 PRINTED 11671 SAN BERNARDINO COUNTY (1.03) 57462 05/27/2026 PRINTED 11671 SAN BERNARDINO COUNTY (6,370.81) 58033 07/01/2026 PRINTED 1380 ADVANTEC CONSULTING ENGINEERS,INC (8,967.90) 58543 08/12/2026 PRINTED 53781 LEAD TECH ENVIROMENTAL (14,400.00) PAGE 7 of 9 DATE PREPAFE9g:;'Kta no 6511
CHECK# CHECK DATE CHECK TYPE VENDOR# VENDOR NAME CHECK AMOUNT VOIDED CHECKS(4 COUNT) $ (29,739.74)
PRINTED CHECKS(345 COUNT) $ 6,732,304.42
MANUAL CHECKS(72 COUNT) $12,694,912.45
VOIDED CHECKS(4 COUNT) $ (29,739.74)
PRINTED&MANUAL CHECK TOTALS $19,397,477.13
PAGE 8 of 9 DATE PREPARE9g'%15D et 6511
14:::::'
CITY OF UPLAND
VENDOR PAYMENTS MADE GREATER THAN$100,000
08/01/2026-08/31/2026
TOTAL PAID FOR AUGUST 2026
VENDOR LISTING(SUM OF PAYMENTS>$100,000 SUM AMOUNT DESCRIPTION 10-8 RETROFIT INC 110,801.03 VEHICLE OUTFITTING(4)PD UNITS BRIGHTVIEW 128,796.90 LANDSCAPE SERVICES
CALIFORNIA DEPARTMENT OF TECHNOLOGY 200,497.10 OFFICE 365 LICENSE ANNUAL SUBSCRIPTION CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY(CIRA) 2,701,971.58 PROPERTY&DAMAGE ANNUAL PREMIUMS CALPERS 524,499.23 RETIREMENT/PENSION
EMPOWER TRUST COMPANY,LLC 188,700.43 RETIREMENT/DEFERRED COMP GENTRY BROTHERS INC 412,580.25 PROGRESS PAYMENT#9 FOOTHILL BLVD PRJ HOLLIDAY ROCK CO INC 1,205,303.54 OPERATING COVENANT ANNUAL PAYMENT INLAND EMPIRE UTILITIES AGENCY 1,776,005.95 WATER/WASTEWATER TREATMENT AGENCY KAISER FOUNDATION HEALTH PLAN 253,573.39 EMPLOYEE MEDICAL INSURANCE LIBRARY SYSTEMS&SERVICES LLC 127,442.00 LIBRARY SERVICES MISCOWATER 1,621,549.94 PROGRESS PAYMENT#3 SAN ANTONIO CANYON TREATMENT PLANT REHAB PUBLIC AGENCY COALITION ENTERPRISE 119,662.57 EMPLOYEE MEDICAL INSURANCE RAMIREZ COMPANY 100,034.52 PROGRESS PAYMENT#4 TOM THOMAS PLAZA PROJECT SAN ANTONIO WATER CO 734,251.56 WATER/WASTEWATER TREATMENT AGENCY SOFFA ELECTRIC INC 189,155.57 PROGRESS PAYMENT#3 SCADA SYSTEM UPGRAGE PROJECT SONSRAY MACHINERY LLC 275,331.71 MINI EXCAVATOR&BACKHOE PURCHASE SOUTHERN CALIF EDISON CO 373,899.75 ELECTRICITY-UTILITY BILLING TYLER TECHNOLOGIES INC 290,500.14 MUNIS ERP ANNUAL SUBSCRIPTION&EPL PERMIT/LICENSE SUBSCRIPTION U S BANK 5,178,961.84 BI ANNUAL CFD DEBT SERVICE PAYMENTS WATER FACILITIES AUTHORITY 588,453.25 WATER/WASTEWATER TREATMENT AGENCY Grand Total I $ 17,101,972.251
OF tipt
C.)"ti 14A CITY OF UPLAND
fizfr-
Payroll Costs
Payroll
7/19/2026 Through 8/01/2026 Check Date: 8/06/2026
Checks $7,691.41
Manual Checks $0.00
Void Checks $0.00
Direct Deposit $843,553.06
Manual Direct Deposit $0.00
Void Direct Deposit 0.00
$851,244.47 I
Taxes
7/19/2026 Through 8/01/2026 Check Date: 8/06/2026
Federal 172,332.99
State 55,615.49
227,948.48 I
Prepared by: Yesica Montoya _
$1,079,192.95
M:IPAYROLLIForms\Payroll Costs & Register Cover Page 1
OV UPt
4S. �d CITY OF UPLAND�
Payroll Costs
rF00
Payroll
8/02/2026 Through 8/15/2026 Check Date: 8/20/2026
Checks $20,888.67
Manual Checks $0.00
Void Checks ($240.72)
Direct Deposit $874,474.62
Manual Direct Deposit $0.00
Void Direct Deposit 0.00
$895,122.57
Taxes
8/02/2026 Through 8/15/2026 Check Date: 8/20/2026
Federal 180,710.66
State 58,399.24
239,109.90 I
Prepared by: Yesica Montoya
$1,134,232.47
M:IPAYROLL\Forms\Payroll Costs & Register Cover Page 1
,~44 OF °p`1, CITFUPLAND
, �` "The City of Gracious Living"
c''It-.147C-1,' Stair( --q9Q1c11
DATE: September 28,2026
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,CPA,ASSISTANT CITY MANAGER
STACI SULLIVAN,DEPUTY DIRECTOR OF FINANCE
SUBJECT: APPROVE THE TRANSFER OUT OF FUNDS FROM POLICE DEVELOPMENT IMPACT FEE FUND 419 AND TRANSFER IN OF FUNDS TO OTHER GRANTS FUND 217 RECOMMENDED ACTION:
It is recommended that the City Council approve a Transfer Out of$25,689.55 from the Police Development Impact Fee Fund 419 and a Transfer In to Other Grants Fund 217 in the amount of$25,689.55 for the Police Women's Locker Improvement Project.
GOAL STATEMENT
The proposed action supports the City's goal to provide fiscal stewardship for the City of Upland.
BACKGROUND
On January 8, 2024, the City Council accepted $500,000 in funding from the County of San Bernardino through Supervisors Armendarez and Hagman's allocations of the Board of Supervisors Discretionary Fund—District Specific Priorities Program for the Police Locker Replacement project.
On January 8, 2024, the City Council awarded the construction contract for the Police Department Men's and Women's Locker Replacement Project to Y4M Developing Inc.DBA Construction Masters in the amount of$620,763 plus construction contingency of$104,237.
ISSUES AND ANALYSIS
The total project cost for the Police Department Men's and Women's Locker Replacement Project was estimated at $1,054,478 with$500,000 available from the County of San Bernardino Board of Supervisors Discretionary Fund and the remaining funds in the amount of$554,478 from the Police Development Impact Fee(DIF).
The total cost for the Women's Locker Room project was $317,387.92 with $275,689.55 expended from the grant funds(Fund 217)and$41,698.37 expended from Police DIF (Fund 419). Since there was only$250,000 available in grant funds,the difference of$25,689.55 needs to be covered by Fund 419 to cover prior year expenditures.
ENVIRONMENTAL DETERMINATION
The proposed action is not subject to the California Environmental Quality Act(CEQA). Section 15378 of the CEQA Guidelines defines a project subject to CEQA.The proposed action is not included within the definition of a"project" and thus is exempt.
FISCAL IMPACTS
The fiscal impact of this action would be establishing a Transfer Out of$25,689.55 from Police DIF Account No. 4190000-5070-80001 and Transfer In of$25,689.55 to Other Grants Account No.2170000-4970-80001.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
/ CITY OF UPLAND
BUDGET AMENDMENT
c�LrsoR�tP.
Date: 9/28/2026 Fiscal Year: FY25-26
Requested by: Charles Kwon Amount: $ -
Dept/Div: Finance Description: Transfer for Police Women's Locker Improvement Project
EXPENDITURES
Proposed
Account Number Dept/Account Description Adopted Budget Current Budget Amendment Amended Budget 4190000-5070-80001 Police DIF/Transfers Out - - 25,690.00 25,690.00 Total - - 25,690.00 25,690.00
REVENUES
Proposed
Account Number Account Description Adopted Budget Current Budget Amendment Amended Budget 2170000-4970-80001 Other Grants/Transfers In - - (25,690.00) (25,690.00) Total - - (25,690.00) (25,690.00)
Fiscal Impact -
REASON/JUSTIFICATION (Please be specific)
▪ Appropriations per City Council approval
❑ Reallocation of maintenance&operations to cover actual expense/encumbrances ❑ Estimated revenue adjustment for donations/other sources of revenue ❑ Appropriation line item adjustment to match funds received by grant, donations of other sources (deposit) ❑ Emergency purpose:
Description of Expense:
❑ Other- Explain:
TRANSFER OF FUNDS FROM POLICE DEVELOPMENT IMPACT FEE FUND 419 TO OTHER GRANTS FUND 217 FOR THE POLICE WOMEN'S LOCKER
IMPROVEMENT PROJECT
This request is directly related to:
❑ Purchase Requisition No. Vendor:
El Council Meeting action: 9/28/2026 (Attach copy of minutes) Increase Purchase Order# OR Requisition #
APPROVALS
Dept Head Approval: Date:
Deputy Director of Finance: Date:
Funds Available? ❑Yes ❑No
o Approved ❑ Denied
City Manager*: Date:
*Not required if approved by City Council
Comment:
Finance Division Only:
BA#: 12266086 Help Ticket#: N/A
Journal #: Initial/Date:
Revised:7/2026 Page 55 o5116 PM
4c, °v °p`q� CITFUP LAND
oid.�, �. "The City of Gracious Living"
c�lrFOR�i�
DATE: September 28,2026
TO: MAYOR AND CITY COUNCIL
FROM: MICHAEL BLAY,CITY MANAGER
PREPARED BY:STEPHEN PARKER,ASSISTANT CITY MANAGER
CECILIA TODD,DEPUTY DIRECTOR OF HUMAN RESOURCES/RISK MANAGEMENT SUBJECT: CONSIDER APPROVAL OF AN UPDATE TO POSITIONS IN THE CITY'S
CLASSIFICATION PLAN
RECOMMENDED ACTION:
It is recommended that the City Council approve the changes to positions in the City's classification plan.
GOAL STATEMENT
The proposed action supports the City's goal of economic workforce development and improvement of City infrastructure by ensuring the City's classification plan remains aligned with operational needs, strengthening recruitment and retention efforts, creating promotional opportunities for employees, and providing the workforce necessary to effectively deliver engineering,utility,building inspection,and development review services that support the City's infrastructure and long-term service objectives.
BACKGROUND
On June 8,2026,the City Council approved the Fiscal Year 2026-27—2027-28 Biennial Budget and related actions.
On June 22,2026,the City Council approved a$205,000 Professional Services Agreement with CIR,Inc. for a term ending March 31,2027. The American Federation of State,County and Municipal Employees(AFSCME),Local 20 supported moving forward with the agreement under the condition that the City complete the necessary steps to establish and fill a permanent City employee position to perform plan check engineer positions.
On August 10,2026,the City Council approved the addition of three positions to the City's Schedule of Positions in response to legislation from AB 339.
As departments continue to evaluate operational needs, respond to evolving laws and regulations, and support recruitment and retention efforts,the City periodically reviews its classification plan to ensure positions remain aligned with organizational needs and service delivery objectives.A current and effective classification plan enables the City to recruit and retain qualified employees,establish appropriate career pathways,and ensure classifications accurately reflect the duties and responsibilities being performed.
Pursuant to the City's merit rules,all positions in the classified service shall be part of a classification plan established and maintained by the Personnel Director.The Merit Rules further provide that the plan may be amended by the City Council upon recommendation of the Personnel Director.
ISSUES AND ANALYSIS
Following a review of departmental operations, staffing needs, and existing classifications, staff recommend the following amendments to the City's classification plan.
RECLASSIFICATIONS
A reclassification is the reassignment of an existing position from one classification to a different classification as a result of significant changes in the duties,responsibilities and/or qualifications and requirements of the position.
Principal Engineer to Engineering Manager
The Public Works Department currently has one vacant Principal Engineer position in Operations dedicated to traffic engineering functions.The City has conducted two recruitments for the position,each resulting in a limited candidate pool that did not provide sufficient qualified applicants to support a successful hiring process or establish an eligibility list for future vacancies.
Staff evaluated alternative classifications and determined that reclassifying the position to Engineering Manager is expected to improve recruitment by attracting a broader and more experienced pool of candidates. This reclassification will increase the City's competitiveness in the current labor market while continuing to meet the Department's specialized traffic engineering needs.
With approval of this reclassification, HR would immediately fly the new position. If successful, the position could be hired right after the new year. The additional current fiscal year cost for the reclassification would be $1,672 to the General Fund,with an all-funds impact of$6,697. However,once filled,the position would replace the need to use a consultant from Advantec Consulting Engineers for these services,resulting in significant net savings. City Council approved agreements with Advantec in the amount of$199,000 for FY 25/26 and$150,000 for the current fiscal year.
Plans Examiner to Plan Check Engineer
The Development Services Department currently has one vacant Plans Examiner position that is being filled through a professional services contract with CIR, Inc. In response to Assembly Bill 339, the duties currently being performed under the contract have been incorporated into a permanent Associate Engineer position.
An evaluation of the position determined that the current scope of work extends beyond traditional plans examination responsibilities and includes engineering review functions typically performed at the Associate Engineer level. Reclassifying the position to a Plan Check Engineer more accurately reflects the work being performed while providing the technical expertise necessary to meet the City's increasingly complex development review and plan checking requirements.This change will enhance the Department's ability to provide timely and comprehensive engineering review while supporting long-term operational needs.
With the approval of this reclassification,HR would immediately fly the new position. If successful,the position could be hired right after the new year. The additional current fiscal year cost for the reclassification would be $11,516 to the General Fund, with an all-funds impact of$13,549. However, once filled, the position would replace the need to use a consultant from CIR,Inc. for these services,resulting in a cost reduction. The August 10,2022 approval of positions staff report identified that the CIR, Inc. agreement was a 9-month agreement for $205,000 (or $22,778 a month), and the permanent employee cost was $181,578 for the entire fiscal year (or $15,131 a month). With the increased cost for the proposed reclassification,the monthly cost would increase to $17,390 a month,but still be a significant net savings over the existing contract amount.
ADDITION OF POSITIONS
To better support departmental operations, employee development, and recruitment and retention efforts, staff recommends expanding the following classification series.
Utility Worker III and IV
The current Utility Worker classification series does not provide sufficient progression to recognize increasing levels of technical knowledge, specialized certifications, and advanced responsibilities. Staff recommends expanding the series to include Utility Worker III and IV.
The additional classifications will provide greater flexibility to assign employees based on skill level, certifications,and operational needs while creating meaningful promotional opportunities that support employee development and retention.The expanded series also better reflects the increasingly specialized work performed in the City's water operations,including skilled equipment operation,welding,and other advanced maintenance functions.
Building Inspector III
Staff recommend adding Building Inspector III to the existing Building Inspector classification series.
As building codes continue to evolve and inspection work becomes increasingly specialized, the additional classification will provide greater flexibility to assign work based on experience, technical expertise, and professional certifications. The expanded career ladder will also enhance recruitment and retention by providing employees with additional promotional opportunities.
UPDATES TO CURRENT CLASS SPECIFICATIONS
In conjunction with the recommended classification changes, several existing class specifications have been updated to ensure consistency throughout the classification plan, accurately reflect current operational responsibilities, and incorporate organizational changes that have occurred since the classifications were last reviewed.
Lead Utility Worker
The Lead Utility Worker class specification has been updated to reflect the specialized knowledge and abilities required for advanced equipment operation and welding activities.Licensing and certification requirements have also been updated to align with current operational expectations.
Senior Building Inspector
The Senior Building Inspector class specification has been revised to update the required licenses and certifications, reflecting the increased level of technical expertise and professional credentials expected of the position.
Engineering Manager
The Engineering Manager class specification has been updated to clarify the position's responsibility for exercising City Engineer signatory authority, as established by applicable law or ordinance. This includes reviewing and signing engineering plans,legal documents,and other official records that require the signature of a licensed Professional Engineer.
Warehouse and Inventory Technician
The Warehouse and Inventory Technician class specification has been updated to remove the commercial driver license requirement and add a forklift certification requirement within 12 months.The position does not involve operating commercial vehicles, and the essential functions are limited to warehouse inventory and material management activities.Requiring a commercial driver license would unnecessarily restrict the qualified applicant pool without providing an operational benefit.Additionally,the City has in-house forklift trainers that can certify employees within the required time.
Environmental Compliance Inspector
The Environmental Compliance Inspector class specification has been updated to add a Water Use Efficiency Practitioner Level 1 certification requirement within 12 months, when assigned to Water. This certification focuses and expands knowledge base into the specific area of water management, including the support of municipal conservation programs and water specific mandates made by federal or state agencies.
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
With the exception of the reclassifications,the costs associated with these changes have already been approved in the City's approved Fiscal Year 2026-27 budget. The two reclassifications would result in an increased budget amount of$13,188 in the General Fund and $20,246 on an all-funds basis, however, the savings from ending the existing professional services agreements pertaining to these positions will exceed the costs by over$200,000 if the employees are able to come on board by January 2027.
ALTERNATIVES
Provide alternative direction to staff.
CEQA:Not a Project.
OF Upt9 July 27,2026
o FLSA: Plan Check Engineer-Exempt
17 LrFoo
PLAN CHECK ENGINEER
DEFINITION
Under general direction,performs a variety of complex and difficult professional plan check duties;reviews complex architectural and structural plans and designs, performs and reviews complex structural design and engineering calculations for commercial, residential, and industrial construction; reviews engineering reports for compliance with construction building codes,local ordinances and state laws;may conduct field inspections for new construction,alterations,and repair of buildings and other structures;provides technical assistance to staff and the public;performs related duties as required.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from Building Official or assigned supervisory or management personnel. Exercises no direct supervision over staff
CLASS CHARACTERISTICS
This is the fully qualified journey-level professional plan check position for the Development Services Department/Building and Safety division.Incumbents perform the most difficult and complex plan reviews and issues requiring professional engineering expertise,examining and applying building code standards to building plans, structural calculations, and construction documents for residential, commercial and industrial construction. Incumbents are responsible for providing professional level support to department administration in a variety of areas. Performance of the work requires the use of independence, initiative, and discretion within established guidelines.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modh, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
➢ Plans, coordinates, reviews, and evaluates plans, structural engineering calculations, soil analysis reports,and other reports for commercial,industrial and/or residential projects to ascertain conformance to Building, Mechanical, Plumbing and Electrical Codes, and pertinent provisions of City, State, and County health and environmental codes,laws,and regulations. ➢ Reviews and examines construction documents for residential, commercial and industrial building construction and alterations; ensures that plans, structural calculations and specifications comply with building codes and regulations; confers with homeowners, builders, engineers and architects to give and obtain information; recommends necessary changes to obtain compliance with applicable codes and regulations; completes plan reviews within the Department's established review times. ➢ Performs the most complex and difficult plan checks, including all that require a Registered Professional Engineer; investigates reports of structural problems, provides technical engineering assistance and makes recommendations to the Building Official. ➢ Reviews occupant loads, building types, and fire hazards to determine kinds of materials, stresses, loads, and degree of inspection required.
➢ Conducts field inspections to view conditions and evaluate problems to be solved by design plans and specifications; makes field inspections to determine structural soundness or proper installation of unusual designs,materials or equipment.
➢ Performs the most complex and difficult plan checks and specifications for the construction,alteration, and repair of residential,commercial and industrial buildings and structures and ensures that plans meet the requirements of applicable building codes,regulations and restrictions. ➢ Prepares comprehensive correction lists to identify, address and describe omissions, deficiencies and mandated requirements for submitted plans; reviews structural, plumbing, mechanical, electrical, and energy design calculations;re-evaluates plans which require correction. ➢ Utilizes software and database applications to make calculations and prepares a variety of specialized engineering reports;maintains electronic files and records of the specifications,calculations,and other pertinent information related to submitted plans.
➢ Responds to inquiries from engineers, architects, contractors or the public to discuss interpretation of technical code requirements,City building standards,problems with initial plans,and required changes. ➢ Interprets and explains requirements and restrictions relative to building and fire codes, ordinances, regulations, policies and procedures; advises building inspectors of unusual design, construction or installation problems.
➢ Responds to inquiries and other communications from the public by telephone, electronically in software or in writing,and at the public counter concerning codes and plan check reports. ➢ Classify and log new projects for plan checks; create plan check files; enter initial site data and permit data on computer;revise data as project status and details change;prepares administrative reports. ➢ Provides technical engineering assistance to engineers, architects, contractors, other City personnel, and the public;collaborates with staff from other City departments involved in the plan review process. ➢ Performs other projects/tasks as assigned.
QUALIFICATIONS
Knowledge of:
➢ Principles and practices of civil engineering with an emphasis in structural engineering as applied to Development Services methods and materials, and techniques used in the building construction plans. ➢ Advanced,complex and technical engineering,plan check and reviewing methods and principles. ➢ Commercial,industrial and residential plan check practices and procedures. ➢ Approved building construction methods,materials and proper inspection methods related to residential,commercial and industrial developments.
➢ Practices of researching engineering and design issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. > Principles of advanced mathematics and their application to engineering work. > Computer-aided design and drafting principles and techniques. > Civil engineering drafting materials,techniques,and instruments.
➢ Federal, state and municipal codes and regulations governing housing and building construction, rehabilitation,alteration,use and occupancy,including the Model of California Building, Plumbing, Mechanical,Energy,Fire and Electrical Codes.
➢ Construction management principles and practices.
➢ Principles and practices of project management.
➢ City and mandated safety rules,regulations,and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
➢ English usage, spelling,rules of composition,punctuation, and grammar. ➢ Modern equipment and communication tools used for business functions and program,project,and task coordination, including computers and software programs relevant to work performed.
Ability to:
➢ Prepare,review and interpret complex and technical codes, ordinances, engineering data,documents, procedures,blueprints,plans, and reports.
➢ Interpret and apply pertinent federal, state and local laws, codes, and regulations. ➢ Determine if construction systems conform to City code requirements. ➢ Apply City codes and policies regarding zoning, environmental matters, and other regulations to field situations.
➢ Advise on standard construction methods and requirements for residential, commercial and industrial buildings.
➢ Analyze structural integrity and load factors using engineering design mechanics. ➢ Develop alternative methods to comply with applicable requirements and restrictions. ➢ Make complex engineering and mathematical computations related to building instruction rapidly and accurately.
➢ Perform basic plan check tasks.
➢ Prepare clear,concise and accurate reports, correspondence and other written materials. ➢ Understand and carry out oral and written instructions and use judgment and initiative. ➢ Communicate effectively both orally and in writing. ➢ Complete work assignments using computer and related software programs. ➢ Interact effectively with the staff,management,homeowners,builders, engineers,contractors, developers,manufacturers and others in the course of work.
Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Equivalent to a bachelor's degree from accredited college or university with a major in civil,mechanical, or structural engineering,architecture,or a related field.
Experience:
➢ Three (3) year of increasingly responsible professional experience in structural engineering design or plan checking a variety of complex technical plans for structural engineering design, life and safety issues,specifications,mathematical computations or studies of a specialized nature for compliance with state and local building, and safety codes and ordinances.
Licenses/Certifications:
➢ Possession of, or ability to obtain, a valid California driver's license, to be maintained throughout employment.
➢ Possession of a valid registration as a Professional Engineer(PE)issued by the State of California, to be maintained throughout employment.
➢ Possession of, or ability to obtain, an ICC Plans Examiner certification within one year of appointment; certifications from the ICC in building, mechanical, electrical and/or plumbing inspections are highly desirable.
PHYSICAL DEMANDS
When assigned to an office environment,must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone;ability to stand and walk between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment.Positions in this classification occasionally bend, stoop,kneel,reach,push, and pull drawers open and closed to retrieve and file information.
When assigned to field inspection,must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work; to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites; vision to inspect site conditions and work in progress.
The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations. Employees must possess the ability to lift, carry,push,and pull materials and objects averaging a weight of 40 pounds,or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff.
ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees also work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes.Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Development Services/Building and Safety Division Reports To: Building Official
Provides Direction To:N/A
Exemption Status: Exempt
Employment Grouping: Mid-Management
Date Prepared: July 27,2026
/yam°F up Newmber-40-22Mav 2026
FLSA:Non-Exempt Formatted:Left,Tab stops: 0.67",Left+ 6.5",Right t". UTILITY WORKER I-IV/II-WATER
-,LIFOR*
DEFINITION
Under immediate(Utility Worker I/II-Water)or general(Utility Worker III-/IV--_Water) supervision, performs a variety of semi-skilled and skilled duties involved in the maintenance,repair,installation,and construction of the water distribution pipeline system and associated areas;and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives immediate(Utility System Worker I/II-Water)to general(Utility System Worker III-/IV-Water) supervision from assigned supervisory or management personnel.Utility Worker III/I-V provide technical guidance and support to lower-level Utility Workers.Exercises no direct supervision over staff.
CLASS CHARACTERISTICS
This is a multi-level class series in which incumbents may be assigned to any one of the fivefour levels depending on organizational needs, professional experience, individual expertise and skill, proficiency gained and complexity of assignments.Participates in rotational standby/on-call.
Utility Worker I-Water:This is the entry-level classification in the Utility Worker-Water series.Initially under close supervision,incumbents learn and perform a variety of duties involved in the maintenance, repair, installation, and construction of the water distribution pipeline system and associated areas. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently.
Positions at this level usually may perform most many of the duties required of the positions at the Utility Worker II—Water level but are not expected to function at the same skill level and usually typically exercise less independent discretion and judgment in matters related to work procedures and methods.Work is usually supervised while in progress and fits an established structure or pattern.Exceptions or changes in procedures are explained in detail as they arise.
Utility Worker II- Water: This is theme qualified journey-support level classification in the Utility Worker-Water series.Positions at this level are distinguished from the Utility Worker I—Water by the performance of the fullhigher range of duties as assigned,working independently,and exercising judgment and initiative from an entry level.Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Utility Worker III- Water:This is the fully qualified journey-level classification in the Utility Worker- Water series.Positions at this level are distinguished from the Utility Worker II—Water by the performance of the full range of duties as assigned,working independently, and exercising judgment and initiative.
Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Utility Worker IV-Water:This is the advanced technical-level classification in the Utility Worker-Water series with specialty in Equipment Operation and/or Welding.Positions at this level are distinguished from the Utility Worker III—Water by the performance of the full range of technical duties as assigned and serve as technical resources for welding and/or equipment operations activities. These positions works independently,exercises specialized judgement and initiative,and do not have supervisory responsibilities.
Utility Worker IV position is subordinate to the Lead Utility Worker classification.
Utility Worker I/II—Water
Utility Worker V Water:This is the fully advanced journey level classification in the Utility Worker Water series specializing in Equipment Operation and/or Welding.Positions at this level perform the full range of specialized duties independently, exercising expertise, and initiative. These positions focus on technical expertise without supervisory duties and arc positioned below L ad Utility Worker in the organizational hierarchy.
Positions in the Utility Worker—Water class series are flexibly staffed;positions at the Utility Worker U IV-V—Water level are normally filled by advancement from the Utility Worker I-III—Water level; progression to the Utility Worker II/III-Water level is dependent on(i)management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance;(iii)the incumbent meeting the minimum qualifications for the classification including any licenses and certifications;and(iv)management approval for progression to the Utility Worker II Water recommended level.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
Positions at the Utility Worker I/II—Water level may perform some of these duties and responsibilities in a learning capacity. Complexity of responsibilities will vary among levels. ➢ Installs, renews, and disconnects water services; repairs service leaks; installs and repairs mains, laterals,valves,and fittings;installs and repairs hydrants;reads,replaces,repairs,and rebuilds meters; turns on and off main line valves,hydrants,and fire service lines;installs tanker meters to hydrants; exercises valves and hydrants.
> Participates in hydro jetting excavation for the utilities division;safely excavates around underground utilities;performs confined space entry as required.
➢ Raises vault lids and value caps; forms,pours, and finishes concrete around hydrants in alleys and sidewalks and around meter boxes;lays asphalt;installs and repairs fences and gates;installs shoring in ditches.
> Operates a variety of technical,hydraulic,pneumatic,or motorized equipment to maintain or operate utility systems.
> Paints piping,walks,building interiors and exteriors,gates,and other structures;performs welding, fabrication of pipelines,and pipefitting.
> Observes safety precautions regarding traffic control,confined space,trenching,excavating,and power equipment operation;sets up traffic control equipment;directs traffic in the street during construction processes.
➢ Drives vehicles to work sites and dumping areas; loads vehicles on trailers and hauls trailers to worksites;loads and unloads material and debris from dump trucks and pickup trucks. ➢ Performs a variety of skilled and semi-skilled tasks in the construction,maintenance,and servicing of City water systems;performs maintenance and repair activities on water distribution system facilities; removes debris,and repairs and/or replaces damaged pipe. ➢ Interprets and applies technical information from manuals,drawings,specifications,layouts,blueprints, and schematics;draws maps and records measurements.
> Removes concrete, sets forms,pours, and finishes concrete to repair curbs,gutters, driveways, and sidewalks.
Utility Worker I/II—Water
> Removes asphalt and installs temporary asphalt concrete repairs,sprays emulsion. > Performs landscape duties at pump and reservoir sites. > Operates a variety of equipment and vehicles including pickup and dump trucks, tractors, loaders, hydro-excavators, back hoes, and air pressure equipment; assists with storm drain cleaning and maintenance;performs routine preventive maintenance on equipment and vehicles as assigned. > Utilizes oxygen and acetylene torch to heat up and/or cut piping for removal;solders copper plumbing; occ�� ly-welds fire hydrants,and-water pipes,and fittings. ➢ Utilizes an underground service locator to accurately mark existing potable and reclaimed water utilities.
➢ Prepares written and oral reports related to activities and incidents;performs computer data entry. ➢ Assists other divisions and/or departments as directed. ➢ Observes and complies with City and mandated safety rules,regulations,and protocols. > Performs other duties as assigned.
QUALIFICATIONS
Positions at the Utility Worker I-III— Water level may exercise some of these knowledge and abilities statements in a learning capacity.
Knowledge of: • Formatted:Left
> Methods,techniques,tools,and the operational characteristics of light and moderately heavy motorized mechanical equipment.
> Safe work methods and safety regulations pertaining to the type of work being performed. > Policies,procedures,laws,codes,and regulations pertaining to assigned programs and functions. > Occupational hazards in the areas of sewer, storm drain, and water maintenance, repair, and construction.
> Operational characteristics of specialized water distribution system maintenance and repair. > Materials,methods,practices,and equipment used in water distribution systems. > Materials,methods,practices,and equipment used in street maintenance and repair. > Proper placement of cones,barricades,and warning devices and directing traffic flow at job sites. > Safe driving principles and practices;traffic laws,ordinances,and rules involved in truck and heavy equipment operations.
➢ City and mandated safety rules,regulations,and protocols. > Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors,and City staff.
> The structure and content of the English language to effectively perform the work. ➢ Modern equipment and communication tools used for business functions and program,project,and task coordination,including computers and software programs relevant to work performed. > Advance knowledge of welding processes and/or equipment operation techniques(Utility Worker IV- V-Water.
Ability to:
)=. Perform semi-skilled and skilled maintenance, construction, and repair work in the area of work assigned.
➢ Read, interpret, and apply technical information from manuals, drawings, specifications, layouts, blueprints,and schematics.
Utility Worker UII—Water
> Understand,interpret,apply,explain,and ensure compliance with applicable federal,state,and local laws,regulations,policies and procedures,and departmental policies related to work performed. > Perform simple cement and masonry work;perform minor repairs and adjustments to equipment and tools.
> Operate a variety of vehicles and equipment in a safe and effective manner. > Assist in the training of others in the safe operation of tools and equipment. > Understand and follow oral and written instructions. > Work safely and adhere to principles of safety when working near traffic, in confined spaces, in trenches,or in other environments.
> Perform accurate mathematical calculations.
> Maintain accurate records.
> Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
> Independently organize work,set priorities,meet critical deadlines,and follow-up on assignments. > Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
*--Demonstrate specialized skills in welding techniques and/or equipment operation at advance levels (Utility Worker IV-V—Water).
Education and Experience: • Formatted:Left 1 Any combination of training and experience that would provide the required knowledge,skills,and abilities is qual(ing.A typical way to obtain the required qualifications would be:
Education:
> Utility Worker I/111V—Water:Equivalent to completion of the twelfth(12th)grade.
Experience:
> Utility Worker I-Water:One(1)year of experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. ➢ Utility Worker II - Water: Three Two (32) years of increasingly responsible experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. ➢ Utility Worker III-Water:Three(3)years of increasingly responsible experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. > Utility Worker IV-Water:Four(4)years of increasingly responsible experience performing construction and/or maintenance work,including two(2)years with specialty in equipment operation and/or one(1) year welding with a public agency,utility district,or similar organization.
Utility Worker V Water:Five(5)years of increasingly responsible experience performing construction year welding with a public agency,utility district,or similar organization.
Licenses and Certifications:
> Utility Worker I-Water:Possession of a valid California Driver's License,to be maintained throughout employment.
> Utility Worker I-Water:Possession of,or successful acquisition within 12 months of employment,a valid California Class A or B Driver's License,to be maintained throughout employment.
Utility Worker I/II—Water
> Utility Worker I-Water:Possession of a valid Grade I(D-1)Water Distribution Operator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment.
> Utility Worker II-IV-Water: Possession of a valid California Class A or B Driver's License,to be maintained throughout employment.
> Utility Worker II-Water:Possession of a valid Grade II(D-2)Water Distribution Operator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment., [Formatted:Font color:Black
> Utility Worker III - Water: Possession of, or successful acquisition within twelve (12) months of appointment,a valid Grade III(D-3)Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment. > Utility Worker IV - Water: Possession of a valid Grade ?—III (D-3) Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment. Demonstrate welding certification or proficiency and/or advance equipment operation credentials are desirable., [Formatted:Font color:Black > Utility Worker IV—Water: Possession of, or successful acquisition within twelve (12) months of appointment,a valid Grade I(T-1)Water Treatment Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment., [Formatted:Font color:Black Utility Worker V Water:Possession of a valid Grade 3 D 3 Water Distribution O.orator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment. Demonstrate welding certification or proficiency and/or advance equipment operation .eaential„, e ae..:r„ble
*- Utility Worker V Water: Possession of, or successful acquisition within twelve (12) months of appointment,a valid Grade I(T 1)Water Tr atment Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment.
PHYSICAL DEMANDS
Must possess mobility to work in the field; strength,stamina,and mobility to perform medium to heavy physical work;to sit,stand,and walk on level,uneven,or slippery surfaces;frequently reach,twist,turn, kneel,bend,stoop,squat,crouch,grasp,and make repetitive hand movement in the performance of daily duties;possible entry into confined spaces and the use of confined entry equipment,to climb and descend ladders,to operate varied hand and power tools and construction equipment,and to operate a motor vehicle and visit various City sites; and vision to inspect and operate equipment. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards,which may include working on live electrical wires.Finger dexterity is needed to operate and repair tools and equipment.Employees must possess the ability to lift,carry,push,and pull materials and objects averaging a weight of 3090 pounds or heavier weights, in all cases with the use of proper equipment and/or assistance from other staff.
Employees must wear and use the proper Personal Protective Equipment(PPE).
ENVIRONMENTAL CONDITIONS
Employees work in the field and are exposed to loud noise levels,cold and hot temperatures,inclement weather conditions,road hazards,vibration,confining workspace,chemicals,mechanical and/or electrical hazards,hazardous physical substances and fumes,dust, and air contaminants. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division:Public Works Department
Reports To:UtilitiesUtility System Supervisor-Water
Utility Worker I/II—Water
Provides Direction To:Not applicable
Exemption Status:Non-exempt
Employment Grouping:General
Date Prepared:November 2022
Date Updated:January 23,2023,May 4,2026
Cf UpLq�� May 2026
FLSA: Non-Exempt
15,
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UTILITY WORKER I-IV-WATER
FOR„; ���
DEFINITION
Under immediate (Utility Worker I/II - Water) or general (Utility Worker III/IV - Water) supervision, performs a variety of semi-skilled and skilled duties involved in the maintenance,repair, installation, and construction of the water distribution pipeline system and associated areas; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives immediate(Utility System Worker UII-Water)to general(Utility System Worker III/IV-Water) supervision from assigned supervisory or management personnel. Utility Worker III/IV provide technical guidance and support to lower-level Utility Workers. Exercises no direct supervision over staff.
CLASS CHARACTERISTICS
This is a multi-level class series in which incumbents may be assigned to any one of the four levels depending on organizational needs, professional experience, individual expertise and skill, proficiency gained and complexity of assignments. Participates in rotational standby/on-call.
Utility Worker I- Water: This is the entry-level classification in the Utility Worker-Water series. Initially under close supervision, incumbents learn and perform a variety of duties involved in the maintenance, repair, installation, and construction of the water distribution pipeline system and associated areas. As experience is gained, assignments become more varied; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level may perform many of the duties required of the positions at the Utility Worker II—Water level but are not expected to function at the same skill level and typically exercise less independent discretion and judgment in matters related to work procedures and methods.Work is usually supervised while in progress and fits an established structure or pattern.Exceptions or changes in procedures are explained in detail as they arise.
Utility Worker II- Water: This is the journey-support level classification in the Utility Worker - Water series. Positions at this level are distinguished from the Utility Worker I — Water by the performance of higher range of duties as assigned,working independently, and exercising judgment and initiative from an entry level. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Utility Worker III- Water: This is the fully qualified journey-level classification in the Utility Worker - Water series.Positions at this level are distinguished from the Utility Worker II—Water by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative.
Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Utility Worker IV- Water: This is the advanced technical-level classification in the Utility Worker-Water series with specialty in Equipment Operation and/or Welding.Positions at this level are distinguished from the Utility Worker III—Water by the performance of the full range of technical duties as assigned and serve as technical resources for welding and/or equipment operations activities. These positions work independently, exercise specialized judgement and initiative, and do not have supervisory responsibilities.
Utility Worker IV position is subordinate to the Lead Utility Worker classification.
Positions in the Utility Worker—Water class series are flexibly staffed;positions at the Utility Worker IV —Water level are normally filled by advancement from the Utility Worker I-III—Water level;progression
Utility Worker I/II—Water
to the Utility Worker II/III - Water level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and(iv)management approval for progression to the recommended level.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
Positions at the Utility Worker I/II— Water level may perform some of these duties and responsibilities in a learning capacity. Complexity of responsibilities will vary among levels. ➢ Installs, renews, and disconnects water services; repairs service leaks; installs and repairs mains, laterals,valves, and fittings; installs and repairs hydrants;reads,replaces,repairs, and rebuilds meters; turns on and off main line valves, hydrants, and fire service lines; installs tanker meters to hydrants; exercises valves and hydrants.
➢ Participates in hydro jetting excavation for the utilities division; safely excavates around underground utilities;performs confined space entry as required.
> Raises vault lids and value caps; forms, pours, and finishes concrete around hydrants in alleys and sidewalks and around meter boxes; lays asphalt; installs and repairs fences and gates; installs shoring in ditches.
> Operates a variety of technical, hydraulic, pneumatic, or motorized equipment to maintain or operate utility systems.
➢ Paints piping, walks, building interiors and exteriors, gates, and other structures; performs welding, fabrication of pipelines, and pipefitting.
> Observes safety precautions regarding traffic control,confined space,trenching,excavating,and power equipment operation; sets up traffic control equipment; directs traffic in the street during construction processes.
> Drives vehicles to work sites and dumping areas; loads vehicles on trailers and hauls trailers to worksites; loads and unloads material and debris from dump trucks and pickup trucks. ➢ Performs a variety of skilled and semi-skilled tasks in the construction,maintenance, and servicing of City water systems; performs maintenance and repair activities on water distribution system facilities; removes debris, and repairs and/or replaces damaged pipe. ➢ Interprets and applies technical information from manuals,drawings,specifications,layouts,blueprints, and schematics; draws maps and records measurements.
> Removes concrete, sets forms, pours, and finishes concrete to repair curbs, gutters, driveways, and sidewalks.
> Removes asphalt and installs temporary asphalt concrete repairs, sprays emulsion. ➢ Performs landscape duties at pump and reservoir sites. > Operates a variety of equipment and vehicles including pickup and dump trucks, tractors, loaders, hydro-excavators, back hoes, and air pressure equipment; assists with storm drain cleaning and maintenance;performs routine preventive maintenance on equipment and vehicles as assigned. ➢ Utilizes oxygen and acetylene torch to heat up and/or cut piping for removal; solders copper plumbing; welds fire hydrants,water pipes, and fittings.
Utility Worker I/II—Water
➢ Utilizes an underground service locator to accurately mark existing potable and reclaimed water utilities.
➢ Prepares written and oral reports related to activities and incidents; performs computer data entry. ➢ Assists other divisions and/or departments as directed. ➢ Observes and complies with City and mandated safety rules,regulations, and protocols. ➢ Performs other duties as assigned.
QUALIFICATIONS
Positions at the Utility Worker I-III— Water level may exercise some of these knowledge and abilities statements in a learning capacity.
Knowledge of:
➢ Methods,techniques,tools,and the operational characteristics of light and moderately heavy motorized mechanical equipment.
➢ Safe work methods and safety regulations pertaining to the type of work being performed. ➢ Policies,procedures, laws,codes, and regulations pertaining to assigned programs and functions. ➢ Occupational hazards in the areas of sewer, storm drain, and water maintenance, repair, and construction.
➢ Operational characteristics of specialized water distribution system maintenance and repair. ➢ Materials,methods,practices, and equipment used in water distribution systems. ➢ Materials,methods,practices, and equipment used in street maintenance and repair. ➢ Proper placement of cones,barricades,and warning devices and directing traffic flow at job sites. ➢ Safe driving principles and practices; traffic laws, ordinances, and rules involved in truck and heavy equipment operations.
➢ City and mandated safety rules,regulations, and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors, and City staff.
➢ The structure and content of the English language to effectively perform the work. ➢ Modern equipment and communication tools used for business functions and program,project,and task coordination, including computers and software programs relevant to work performed. ➢ Advance knowledge of welding processes and/or equipment operation techniques (Utility Worker IV Water.
Ability to:
➢ Perform semi-skilled and skilled maintenance, construction, and repair work in the area of work assigned.
➢ Read, interpret, and apply technical information from manuals, drawings, specifications, layouts, blueprints,and schematics.
➢ Understand, interpret, apply, explain, and ensure compliance with applicable federal, state, and local laws,regulations,policies and procedures, and departmental policies related to work performed. ➢ Perform simple cement and masonry work; perform minor repairs and adjustments to equipment and tools.
➢ Operate a variety of vehicles and equipment in a safe and effective manner. ➢ Assist in the training of others in the safe operation of tools and equipment. ➢ Understand and follow oral and written instructions. ➢ Work safely and adhere to principles of safety when working near traffic, in confined spaces, in trenches, or in other environments.
Utility Worker I/II—Water
➢ Perform accurate mathematical calculations.
➢ Maintain accurate records.
➢ Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
➢ Independently organize work, set priorities,meet critical deadlines, and follow-up on assignments. ➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
➢ Demonstrate specialized skills in welding techniques and/or equipment operation at advance levels (Utility Worker IV—Water).
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Utility Worker I/IV—Water: Equivalent to completion of the twelfth(12th)grade.
Experience:
➢ Utility Worker I- Water: One (1) year of experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. ➢ Utility Worker II -Water: Two(2)years of increasingly responsible experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. ➢ Utility Worker III-Water: Three(3)years of increasingly responsible experience performing construction and/or maintenance work with a public agency,utility district,or similar organization. ➢ Utility Worker IV-Water:Four(4)years of increasingly responsible experience performing construction and/or maintenance work, including two (2) years with specialty in equipment operation and/or one (1) year welding with a public agency,utility district,or similar organization.
Licenses and Certifications:
➢ Utility Worker I-Water:Possession of a valid California Driver's License,to be maintained throughout employment.
➢ Utility Worker I - Water: Possession of, or successful acquisition within 12 months of employment, a valid California Class A or B Driver's License,to be maintained throughout employment. ➢ Utility Worker I - Water: Possession of a valid Grade I (D-1) Water Distribution Operator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment.
➢ Utility Worker II-IV - Water: Possession of a valid California Class A or B Driver's License, to be maintained throughout employment.
➢ Utility Worker II-Water: Possession of a valid Grade II(D-2)Water Distribution Operator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment.
➢ Utility Worker III - Water: Possession of, or successful acquisition within twelve (12) months of appointment, a valid Grade III (D-3) Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment. ➢ Utility Worker IV - Water: Possession of a valid Grade III (D-3) Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout
Utility Worker I/II—Water
employment. Demonstrate welding certification or proficiency and/or advance equipment operation credentials are desirable.
> Utility Worker IV — Water: Possession of, or successful acquisition within twelve (12) months of appointment,a valid Grade I(T-1)Water Treatment Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment.
PHYSICAL DEMANDS
Must possess mobility to work in the field; strength, stamina, and mobility to perform medium to heavy physical work; to sit, stand, and walk on level, uneven, or slippery surfaces; frequently reach, twist, turn, kneel, bend, stoop, squat, crouch, grasp, and make repetitive hand movement in the performance of daily duties; possible entry into confined spaces and the use of confined entry equipment, to climb and descend ladders,to operate varied hand and power tools and construction equipment,and to operate a motor vehicle and visit various City sites; and vision to inspect and operate equipment. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards.Finger dexterity is needed to operate and repair tools and equipment. Employees must possess the ability to lift, carry,push, and pull materials and objects averaging a weight of 90 pounds or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff. Employees must wear and use the proper Personal Protective Equipment(PPE).
ENVIRONMENTAL CONDITIONS
Employees work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions,road hazards,vibration, confining workspace, chemicals,mechanical and/or electrical hazards, hazardous physical substances and fumes, dust, and air contaminants. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Public Works Department
Reports To: Utilities Supervisor-Water
Provides Direction To: Not applicable
Exemption Status: Non-exempt
Employment Grouping: General
Date Prepared: November 2022
Date Updated: January 23, 2023, May 4, 2026
ov
4_a°pt March 5,2026
° / d FLSA:Non-Exempt
-Low. BUILDING BUILDING INSPECTOR I/II/III
DEFINITION
Under immediate(Building Inspector I),or general(Building Inspector IP �a Bull i l e F /III) supervision, performs a broad range of semi-skilled to skilled inspection work related to residential, commercial, and industrial properties; enforces building,zoning, fire,mechanical,plumbing, electrical, housing, disabled access, energy conservation, and related codes and regulations governing the construction,alteration,repair,and use of buildings and structures; ensures conformance with approved plans, specifications, standards, permits, and licensing; provides a variety of information to property owners,developers,architects,engineers,and contractors;and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives immediate(Building Inspector I)to general(Building Inspector Il/)a d Building Inspector III) supervision from assigned supervisory or management personnel.Exercises no direct supervision over staff.
CLASS CHARACTERISTICS
This is a multi-level class series in which incumbents may be assigned to any one of the three levels depending on organizational needs, professional experience, individual expertise and skill, proficiency gained and complexity of assignments.
Building Inspector I:This is the entry-level classification in the Building Inspector series.Initially under close supervision,incumbents learn and perform routine technical duties in support of the City's building inspection programs.As experience is gained,assignments become more varied,complex,and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently.Positions at this level usually perform most of the duties required of the positions at the Building Inspector II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods.Work is usually supervised while in progress and fits an established structure or pattern.Exceptions or changes in procedures are explained in detail as they arise.
Building Inspector II:This is the fully qualified journey-level classification in the Building Inspector series.
Positions at this level are distinguished from the Building Inspector I by the performance of the full range of duties as assigned,working independently,and exercising judgment and initiative.Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Positions in the Building Inspector clax,series arc flexibly staffed;positions at the Building Inspector II level are normally filled by advancement from the Building Inspector I level;progression to the Building Inspector II level is dependent on(i)management affirmation that the position is performing the full range of duties assigned to the classification;(ii)satisfactory work performance;(iii)the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Building Inspector II level.
Building Inspector III:This is the advanced journey-level classification in the Building Inspector series.
Positions at this level perform the most complex and specialized building duties and serve as a technical expert within the Building Division.Positions at this level are distinguished from the Building Inspector I and Building Inspector II by the level of independence exercised,the complexity of assignments performed and the roles as a subject matter expert in code interpretation and enforcement.Incumbents are assigned
Building Inspector I/II/III
the most difficult and specialized inspection assignments and may provide technical guidance and support to lower-level inspections.
Positions in the Building Inspector class series are flexibly staffed;positions at the Building Inspector III level are normally filled by advancement from the Building Inspector II level and positions at the Building Inspector II level are normally filled by advancement from the Building Inspector I level;progression to the Building Inspector III and Building Inspector II level is dependent on(i)management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance;(iii)the incumbent meeting the minimum qualifications for the classification including any licenses and certifications;and(iv)management approval for progression to the recommended level.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
Positions at the Building Inspector I level may perform some of these duties and responsibilities in a learning capacity.Complexity of responsibilities will vary amongst levels. > Inspects sites and buildings before construction or alteration to determine practicability of plans, compliance with regulations, and validity of permits; inspects building sites during construction, alteration,or repair for compliance with the minimum building standards and safety and construction codes and regulations.
➢ Conducts periodic inspections of building and construction work requiring local permits; enforces building,zoning,mechanical,plumbing,electrical,housing,disabled access,and energy conservation regulations,including state codes and regulations,as well as applicable local ordinances. ➢ Reviews plans and specifications for buildings and related construction involving installation,repair, replacement, and alteration for compliance with applicable codes and regulations; issues building, plumbing,and electrical permits,as well as certificates of occupancy. > Investigates and resolves complaints and problems concerning new and existing construction or work involving permits.
> Issues correction notices,violations,or stop work notices to non-conforming or unpermitted work being performed; details reasons for non-conformance or sub-standard conditions in correspondence with property owners or contractors;maintains records of history of facts for possible legal actions involving non-compliance with code requirements.
> Advises property owners,contractors,architects,engineers,and others on matters relevant to building permits, City requirements regarding building standards, construction methods, materials, types of construction,and approved occupancies.
➢ Interprets codes and regulations and explains inspection programs, required inspections, and construction requirements to owners, architects, engineers,contractors, lending institutions,realtors and public.
➢ Attends and participates in meetings; stays abreast of new trends and innovations in the field of construction,building inspections,and plans examination. ➢ Prepares incident reports,field records,and inspection files,including accounts of observed conditions; maintains digital and paper files and reports regarding inspections,plan check activities,and findings. > Works closely and cooperates with other divisions and departments such as Planning,Public Works, Code Enforcement,and Fire Department.
Building Inspector I/II/III
> Observes and complies with City and mandated safety rules,regulations,and protocols. ➢ Performs other duties as assigned., (Formatted:Font color:Auto,Pattern:Clear Building Inspector III: In addition to the above responsibilities,incumbents at this level are also expected --{Formatted:Font:Bold to:
> Perform plan reviews and field inspections of a complex and difficult nature; respond to highly sensitive,complex,or technical complaints;make on-site visits to validate the nature of the complaint and recommend solutions.
> Provide lead direction,training,and work review to Building Inspector I and Building Inspector II.
QUALIFICATIONS
Positions at the Building Inspector I level may exercise some of these knowledge and abilities statements in a learning capacity.
Knowledge of:
> Principles,practices, methods,materials,techniques, and safety standards of building construction, building inspection,and structural design for commercial,industrial,and residential buildings. > Building,plumbing,electrical,mechanical,energy,accessibility,housing,and related codes. > Proper field inspection methods and procedures.
> Characteristics of common materials used in building construction. > Automated and database computer tracking system practices. > Records management and file maintenance procedures.
> Principles of trade areas as they relate to inspecting buildings and mechanical,plumbing,and electrical systems.
> Basic math.
> Inspection tools.
> Local zoning,occupancy,and health and safety ordinances. > Permit request and application procedures.
> Applicable federal,state,and local laws,rules,regulations,ordinances,and organizational policies and procedures governing municipal and state building,plumbing,mechanical,and electrical codes. > City and mandated safety rules,regulations,and protocols. > Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors,and City staff.
> The structure and content of the English language,including the meaning and spelling of words,rules of composition,and grammar.
> Modern equipment and communication tools used for business functions and pregramprograms, projects, and task coordination, including computers and software programs relevant to work performed.
Ability to:
> Inspect building sites during construction,alteration,or repair,and enforce a wide range of building, zoning,and related codes and regulations.
> Review plans and specifications for building and related construction and determine compliance of plans with regulations and validity of permits.
> Apply technical knowledge and follow proper inspection techniques to examine workmanship and materials and detect deviations from plans,regulations,and standard construction practices. ➢ Investigate building code violations and respond to inquiries and complaints in a fair,tactful,and timely manner.
Building Inspector I/II/III
> Confer with legal,fire,public works,code enforcement,and other City staff regarding building,fire, life safety,zoning,and other code interpretations and applications. > Effectively respond to permit requests and process application procedures. > Prepare clear,effective,and accurate reports,correspondence,change orders,specifications,and other written materials.
> Make accurate mathematic computations.
> Establish and maintain accurate logs,records,and basic written records of work performed. > Understand,interpret,apply,explain,and ensure compliance with applicable federal,state,and local laws,regulations,policies and procedures,and departmental policies governing the construction and inspection of buildings.
> Use tact,initiative,prudence,and independent judgment within general policy,procedural,and legal guidelines.
> Independently organize work,set priorities,meet critical deadlines,and follow-up on assignments. > Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
> Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
> Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills,and abilities is qualing.A typical way to obtain the required qualifications would be:
Education:
> Building Inspector UIUIII:Equivalent to completion of the twelfth(12s')grade.
Experience:
> Building Inspector I: Two(2)years of responsible journey level experience in relevant trades or as a contractor in a variety of construction activities.
> Building Inspector II: Three (3) years of increasingly responsible experience performing municipal building inspections of residential and commercial structures,or five(5)years of experience in the building inspections professions Formatted:Font color:Black,Condensed by 0.15 pt > Building Inspector III: Four (4) years of increasingly responsible experience performing municipal building inspections of residential and commercial structures,or five(5)years of experience in the building inspections professions Formatted:Font:Times New Roman,Font color:Black, Condensed by 0.15 pt
Licenses and Certifications:
> Building Inspector I,II,III and II:Possession of a valid California Driver's License,to be maintained throughout employment.
> Building Inspector I:Possession of,or successful acquisition within 12 months of appointment,a valid International Code Council (ICC) Building Inspectors Certification, to be maintained throughout employment.
> Building Inspector II: Possession of a valid International Code Council (ICC) Building Inspectors Certification,to be maintained throughout employment.Possession of two(2)other valid International Code Council(ICC)certifications,to be maintained throughout employment.
Building Inspector I/II/III
➢ Building Inspector III: Possession of a valid International Code Council (ICC)Building Inspectors Certification,to be maintained throughout employment.Possession of three(3)other valid International Code Council(ICC)certifications,to be maintained throughout employment. ........ '. ........(Formatted:Font:10 pt,Not Bold,No underline PHYSICAL DEMANDS Formatted:Normal,Left
When assigned to an office environment,must possess mobility to work in a standard office setting and use standard office equipment,including a computer;vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone;ability to stand and walk between work areas may be required.Finger dexterity is needed to access,enter,and retrieve data using a computer keyboard or calculator and to operate standard office equipment.Positions in this classification occasionally bend,stoop,kneel,reach,push,and pull drawers open and closed to retrieve and file information.
When assigned to field inspection,must possess mobility to work in changing site conditions;possess the strength,stamina,and mobility to perform light to medium physical work;to sit,stand,and walk on level, uneven,or slippery surfaces;to reach,twist,turn,kneel,and bend,to climb and descend ladders;and to operate a motor vehicle and visit various City sites;vision to inspect site conditions and work in progress.
The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations.Employees must possess the ability to lift, carry,push,and pull materials and objects averaging a weight of 40 pounds,or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff.
ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels,controlled temperature conditions, and no direct exposure to hazardous physical substances.Employees also work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions,road hazards,vibration, confining workspace,chemicals,mechanical and/or electrical hazards,and hazardous physical substances and fumes.Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division:Development Services Department/Building and Safety Division Reports To:Building Official
Provides Direction To:N/A
Exemption Status:Non-Exempt
Employment Grouping:General
Date Prepared:November 2022
Date Updated:January 23,2023,March 5,2026
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��� L9,� March 5,2026
°�//�\\ d FLSA: Non-Exempt
o s, BUILDING INSPECTOR I/II/III
.4.4430
DEFINITION
Under immediate(Building Inspector I),or general(Building Inspector II/III)supervision,performs a broad range of semi-skilled to skilled inspection work related to residential,commercial,and industrial properties; enforces building, zoning, fire, mechanical, plumbing, electrical, housing, disabled access, energy conservation, and related codes and regulations governing the construction, alteration, repair, and use of buildings and structures; ensures conformance with approved plans, specifications, standards,permits,and licensing; provides a variety of information to property owners, developers, architects, engineers, and contractors; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives immediate (Building Inspector I)to general(Building Inspector II/III) supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.
CLASS CHARACTERISTICS
This is a multi-level class series in which incumbents may be assigned to any one of the three levels depending on organizational needs, professional experience, individual expertise and skill, proficiency gained and complexity of assignments.
Building Inspector I: This is the entry-level classification in the Building Inspector series. Initially under close supervision, incumbents learn and perform routine technical duties in support of the City's building inspection programs. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Building Inspector II level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern.Exceptions or changes in procedures are explained in detail as they arise.
Building Inspector II:This is the fully qualified journey-level classification in the Building Inspector series.
Positions at this level are distinguished from the Building Inspector I by the performance of the full range of duties as assigned,working independently,and exercising judgment and initiative.Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit.
Building Inspector III: This is the advanced journey-level classification in the Building Inspector series.
Positions at this level perform the most complex and specialized building duties and serve as a technical expert within the Building Division. Positions at this level are distinguished from the Building Inspector I and Building Inspector II by the level of independence exercised,the complexity of assignments performed, and the role as a subject matter expert in code interpretation and enforcement. Incumbents are assigned the most difficult and specialized inspection assignments and may provide technical guidance and support to lower-level inspections.
Positions in the Building Inspector class series are flexibly staffed; positions at the Building Inspector III level are normally filled by advancement from the Building Inspector II level and positions at the Building Inspector II level are normally filled by advancement from the Building Inspector I level; progression to the Building Inspector III and Building Inspector II level is dependent on (i)management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work
Building Inspector I/II/III
performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and(iv)management approval for progression to the recommended level.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
Positions at the Building Inspector I level may perform some of these duties and responsibilities in a learning capacity. Complexity of responsibilities will vary amongst levels. ➢ Inspects sites and buildings before construction or alteration to determine practicability of plans, compliance with regulations, and validity of permits; inspects building sites during construction, alteration, or repair for compliance with the minimum building standards and safety and construction codes and regulations.
➢ Conducts periodic inspections of building and construction work requiring local permits; enforces building, zoning,mechanical,plumbing, electrical, housing, disabled access, and energy conservation regulations, including state codes and regulations, as well as applicable local ordinances. ➢ Reviews plans and specifications for buildings and related construction involving installation, repair, replacement, and alteration for compliance with applicable codes and regulations; issues building, plumbing, and electrical permits, as well as certificates of occupancy. ➢ Investigates and resolves complaints and problems concerning new and existing construction or work involving permits.
➢ Issues correction notices,violations,or stop work notices to non-conforming or unpermitted work being performed; details reasons for non-conformance or sub-standard conditions in correspondence with property owners or contractors;maintains records of history of facts for possible legal actions involving non-compliance with code requirements.
> Advises property owners, contractors, architects, engineers, and others on matters relevant to building permits, City requirements regarding building standards, construction methods, materials, types of construction, and approved occupancies.
➢ Interprets codes and regulations and explains inspection programs, required inspections, and construction requirements to owners, architects, engineers, contractors, lending institutions, realtors and public.
> Attends and participates in meetings; stays abreast of new trends and innovations in the field of construction,building inspections, and plans examination. ➢ Prepares incident reports,field records,and inspection files,including accounts of observed conditions; maintains digital and paper files and reports regarding inspections,plan check activities, and findings. > Works closely and cooperates with other divisions and departments such as Planning, Public Works, Code Enforcement, and Fire Department.
➢ Observes and complies with City and mandated safety rules,regulations, and protocols. ➢ Performs other duties as assigned.
Building Inspector III: In addition to the above responsibilities,incumbents at this level are also expected to:
➢ Perform plan reviews and field inspections of a complex and difficult nature; respond to highly sensitive, complex, or technical complaints; make on-site visits to validate the nature of the complaint and recommend solutions.
Building Inspector I/II/III
➢ Provide lead direction,training, and work review to Building Inspector I and Building Inspector II.
QUALIFICATIONS
Positions at the Building Inspector I level may exercise some of these knowledge and abilities statements in a learning capacity.
Knowledge of:
➢ Principles, practices, methods, materials, techniques, and safety standards of building construction, building inspection,and structural design for commercial,industrial, and residential buildings. ➢ Building,plumbing, electrical,mechanical, energy, accessibility,housing,and related codes. ➢ Proper field inspection methods and procedures.
➢ Characteristics of common materials used in building construction. ➢ Automated and database computer tracking system practices. ➢ Records management and file maintenance procedures.
➢ Principles of trade areas as they relate to inspecting buildings and mechanical,plumbing,and electrical systems.
➢ Basic math.
➢ Inspection tools.
➢ Local zoning,occupancy,and health and safety ordinances. ➢ Permit request and application procedures.
➢ Applicable federal,state,and local laws,rules,regulations,ordinances,and organizational policies and procedures governing municipal and state building,plumbing,mechanical, and electrical codes. ➢ City and mandated safety rules,regulations, and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors, and City staff.
➢ The structure and content of the English language, including the meaning and spelling of words,rules of composition, and grammar.
➢ Modern equipment and communication tools used for business functions and programs, projects, and task coordination, including computers and software programs relevant to work performed.
Ability to:
➢ Inspect building sites during construction, alteration, or repair, and enforce a wide range of building, zoning, and related codes and regulations.
➢ Review plans and specifications for building and related construction and determine compliance of plans with regulations and validity of permits.
➢ Apply technical knowledge and follow proper inspection techniques to examine workmanship and materials and detect deviations from plans,regulations,and standard construction practices. ➢ Investigate building code violations and respond to inquiries and complaints in a fair,tactful,and timely manner.
➢ Confer with legal, fire, public works, code enforcement, and other City staff regarding building, fire, life safety,zoning, and other code interpretations and applications. ➢ Effectively respond to permit requests and process application procedures. ➢ Prepare clear, effective, and accurate reports,correspondence, change orders, specifications, and other written materials.
➢ Make accurate mathematic computations.
➢ Establish and maintain accurate logs,records, and basic written records of work performed. ➢ Understand, interpret, apply, explain, and ensure compliance with applicable federal, state, and local laws, regulations, policies and procedures, and departmental policies governing the construction and inspection of buildings.
Building Inspector I/II/III
➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
➢ Independently organize work, set priorities,meet critical deadlines, and follow-up on assignments. ➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Building Inspector I/II/III: Equivalent to completion of the twelfth(12t1i)grade.
Experience:
➢ Building Inspector I: Two (2) years of responsible journey level experience in relevant trades or as a contractor in a variety of construction activities.
➢ Building Inspector II: Three (3) years of increasingly responsible experience performing municipal building inspections of residential and commercial structures, or five (5) years of experience in the building inspections profession.
➢ Building Inspector III: Four (4) years of increasingly responsible experience performing municipal building inspections of residential and commercial structures, or five (5) years of experience in the building inspections profession.
Licenses and Certifications:
➢ Building Inspector I, II, III: Possession of a valid California Driver's License, to be maintained throughout employment.
➢ Building Inspector I: Possession of,or successful acquisition within 12 months of appointment,a valid International Code Council (ICC) Building Inspectors Certification, to be maintained throughout employment.
➢ Building Inspector II: Possession of a valid International Code Council (ICC) Building Inspectors Certification,to be maintained throughout employment.Possession of two(2)other valid International Code Council(ICC) certifications,to be maintained throughout employment. ➢ Building Inspector III: Possession of a valid International Code Council (ICC) Building Inspectors Certification,to be maintained throughout employment.Possession of three(3)other valid International Code Council(ICC) certifications,to be maintained throughout employment.
PHYSICAL DEMANDS
When assigned to an office environment,must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone;ability to stand and walk between work areas may be required.Finger dexterity is needed to access,enter,and retrieve data using a computer keyboard or calculator and to operate standard office equipment.Positions in this classification occasionally bend, stoop,kneel,reach,push, and pull drawers open and closed to retrieve and file information.
Building Inspector I/II/III
When assigned to field inspection, must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work;to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites;vision to inspect site conditions and work in progress.
The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations. Employees must possess the ability to lift, carry,push,and pull materials and objects averaging a weight of 40 pounds,or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff.
ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.Employees also work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes.Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Development Services Department/Building and Safety Division Reports To: Building Official
Provides Direction To: N/A
Exemption Status: Non-Exempt
Employment Grouping: General
Date Prepared: November 2022
Date Updated: January 23, 2023, March 5, 2026
hFq OF OAtq� November-2,02-2Mav 2026
Afro FLSA:Non-Exempt
°4L�Fo4" LEAD UTILITY WORKER-WATER
DEFINITION
Under direction,leads,trains,oversees,and participates in the more complex and difficult work of staff responsible for performing a variety of semi-skilled and/or skilled duties involved in the maintenance, construction, installation, and repair of the City's potable and recycled water distribution system infrastructure and equipment; installs, inspects,repairs, and maintains water mains, service lines,water meters,fire hydrants,and related appurtenances used in the distribution of potable water;uses and operates a variety of manual and power tools and light to heavy power-driven equipment;provides technical and specialized assistance to assigned supervisory and management staff; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned supervisory and/or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.
CLASS CHARACTERISTICS
This is the fully advanced journey level classification in the Utility Worker-Water series responsible for performing the most complex work assigned to the series and specializing in Equipment Operation and/or Welding.Incumbents regularly work on tasks which are varied and complex,requiring considerable discretion and independent judgment.Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives,timelines,and methods to complete assignments.Work is typically reviewed upon completion for soundness,appropriateness,and conformity to policy and requirements.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
➢ Provides technical and functional direction and participates in the work of staff responsible for performing maintenance,construction,installation,and repair of the City's water distribution system mains,service lines,and related facilities,infrastructure,and equipment. > Trains employees in work methods,use of tools and equipment, standard operating procedures,and relevant safety precautions;answers questions and concerns from new personnel;provides instruction to and checks work of new hires.
➢ Monitors quality of work and identifies opportunities for improving service delivery methods and procedures;provides recommendations concerning process changes and staffmg levels; implements changes and improvements after approval;updates standard operating procedures and operations and maintenance manuals.
> Cuts,fits,fabrications,welds,and lays water distribution pipes;inspects,tests,and operates valves, fittings,and related water distribution equipment;inspects water projects for leaks,decayed pipes,and spills.
➢ Performs a full range of water meter maintenance duties;removes or repairs broken or older water meters;installs new water meters,meter boxes,and meter covers. > Installs,tests,maintains,and repairs fire hydrants;exercises hydrants and valves.
Lead Utility Worker—Water
> Performs water main shutdown procedures for new construction and repairs of existing water distribution lines; exposes water mains and service lines ensuring safe digging practices; excavates concrete and asphalt surfaces including sidewalks,streets,culverts,and trenches using hand and power tools;backfills and compacts asphalt and gravel fill to grade. > Performs concrete framing and forming; fabricates forms for concrete;pours and finishes concrete; places reinforcing steel and embedded items for building vaults and other concrete structures. > Operates a variety of technical,hydraulic,pneumatic,and light,medium,and heavy-duty equipment, such as skip loaders,dump and Vactor trucks,backhoes,and other power-driven equipment;cleans and performs routine maintenance and repairs on equipment;uses jackhammers,shovels,compressors,and a variety of hand and power tools.
> Performs a full range of maintenance and repair duties on water facilities including cleaning and flushing of water pipelines to ensure water quality,as necessary. > Ensures valves and hydrants are in proper working condition;repairs fire hydrants and flow testing related equipment;performs tests as needed;assists in scheduling daily service and repair work. > Performs turn-ons and shutoffs;responds to water quality complaints,as necessary. > Ensures appropriate safety rules, equipment, and proper work techniques are followed; installs and removes various types of trench shoring;performs duties in confined spaces,utilizing departmental safety equipment in accordance with City policies and procedures;repairs trench failures. > Loads and hauls vehicles and trailers to worksites;sets up worksites,including proper positioning of equipment,materials,barriers,and traffic-control devices;ensures traffic and pedestrian controls and re-routing of heavy traffic at work sites complies with City and mandated guidelines;directs traffic at work sites;removes traffic control,materials,and equipment and unloads materials and debris upon job completion.
> Maintains a variety of records,logbook entries,and reports;works from land plans,maps,valve books, sketches,blueprints,and work orders.
> Responds to after-hours emergencies and assists other staff or the public as needed in emergency or relief situations;performs on-call,stand-by duty as needed. > Assists utilities division staff in related activities including but not limited to painting,landscaping, general cleaning,chlorinating wells and reservoirs,and installing and repairing fencing. > Observes and complies with City and mandated safety rules,regulations,and protocols. > Performs other duties as assigned.
QUALIFICATIONS
Knowledge of:
> Principles of providing functional direction and training. > Principles,practices,equipment,and materials used in the construction,installation,maintenance,and repair of water transmission and distribution systems including water mains,service lines,water meters, hydrants,and related equipment and facilities.
> Operation and minor maintenance of a variety of vehicles,hand and power tools,and light to heavy power equipment including concrete saws,grinders,jackhammers,loaders,dump trucks,forklifts,and backhoes.
> Functions of distribution water systems,recycled water systems,and sewer systems. > Fabrication and welding principles and practices.
> A variety of fittings,pipe sizes,and pipe types which are used in water distribution systems.
Lead Utility Worker—Water
> Basic traffic control procedures,traffic laws,and traffic sign regulations. > Underground Service Alert(USA Dig-Alert)procedures.
> Basic arithmetic.
> Methods of trench shoring and confined space entry.
> Principles and procedures of recordkeeping.
> Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
> City and mandated safety rules,regulations,and protocols. > Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors,and City staff.
> The structure and content of the English language,including the meaning and spelling of words,rules of composition,and grammar.
> Modern equipment and communication tools used for business functions and program,project,and task coordination,including computers and software programs relevant to work performed.
Ability to:
> Plan,organize,and coordinate the work of assigned staff. > Effectively provide staff leadership and work direction. > Inspect the work of others and maintain established quality control standards. > Train others in proper and safe work procedures.
> Perform semi-skilled and skilled work in the construction,installation,maintenance,testing,and repair of water transmission and distribution systems including water mains and services,water meters,fire hydrants,and related equipment and facilities involved in water hook-ups., Formatted:Font color:Auto > Demonstrate specialized skills in welding techniques and/or equipment operation at advance levels > Read and interpret plans,blueprints,schematics,layouts,and maps. > Locate underground utilities in accordance with Underground Service Alert (USA Dig Alert) regulations.
> Excavate concrete,pavement,and soil materials;backfill trenches with appropriate materials. > Assist water production and field customer service staff in related activities. > Safely and effectively use and operate a variety of power and hand tools,mechanical equipment,and light to heavy equipment used in water distribution system maintenance. > Apply safe work practices including traffic control procedures and confined space entry procedures. > Perform basic mathematical computations.
> Troubleshoot maintenance problems and determine materials and supplies required for repair. > Respond effectively to emergency situations.
> Perform heavy manual labor.
> Maintain accurate logs,records,and basic written records of work performed. > Independently organize work,set priorities,meet critical deadlines,and follow-up on assignments. > Understand,interpret, and apply all pertinent laws, codes,regulations,policies and procedures,and standards relevant to work performed.
> Use tact,initiative,prudence,and independent judgment within general policy,procedural,and legal guidelines.
> Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
> Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
> Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Lead Utility Worker—Water
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills,and abilities is qualing.A typical way to obtain the required qualifications would be:
Education:
> Equivalent to completion of the twelfth(126)grade.
Experience:
> Five(5)years of increasingly responsible experience in the installation,maintenance,and repair of water distribution systems,including three(3)years with specialty in equipment operation and/or one (1)year welding with a public agency,utility district,or similar organization at a level equivalent to the City of Upland's classification of Utility Worker II-IV—Water.
Licenses and Certifications:
➢ Possession of a valid Commercial Class"A"or"B" California Driver's License, to be maintained throughout employment.
> Possession of a valid Grade III(D-3)Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment. > Possession or,or successful acquisition within twelve(12)months of appointment,a valid Grade I(T- 1)Water Treatment Operator Certificate issued by the California State Water Resources Control Board, to be maintained throughout employment.
PHYSICAL DEMANDS
Must possess mobility to work in the field; strength,stamina,and mobility to perform medium to heavy physical work;to sit,stand,and walk on level,uneven,or slippery surfaces;frequently reach,twist,turn, kneel,bend,stoop,squat,crouch,grasp,and make repetitive hand movement in the performance of daily duties;possible entry into confined spaces and the use of confined entry equipment,to climb and descend ladders,to operate varied hand and power tools and construction equipment,and to operate a motor vehicle and visit various City sites; and vision to inspect and operate equipment. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards,which may include working on live electrical wires.Finger dexterity is needed to operate and repair tools and equipment.Employees must possess the ability to lift,carry,push,and pull materials and objects averaging a weight of 50 pounds or heavier weights, in all cases with the use of proper equipment and/or assistance from other staff.
Employees must wear and use the proper Personal Protective Equipment(PPE).
ENVIRONMENTAL CONDITIONS
Employees work in the field and are exposed to loud noise levels,cold and hot temperatures,inclement weather conditions,road hazards,vibration,confining workspace,chemicals,mechanical and/or electrical hazards,hazardous physical substances and fumes,dust, and air contaminants. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division:Public Works
Reports To:Utilities Supervisor
Provides Direction To:Utility Worker—Water I/II-IV
Exemption Status:Non-Exempt
Employment Grouping:General
Date Prepared:November 2022
Lead Utility Worker—Water
Date Updated:January 23,2023,May 5,2026-
4 of -4 May 2026
�~ �d FLSA: Non-Exempt
ae
LEAD UTILITY WORKER-WATER
l'tt�g
DEFINITION
Under direction, leads, trains, oversees, and participates in the more complex and difficult work of staff responsible for performing a variety of semi-skilled and/or skilled duties involved in the maintenance, construction, installation, and repair of the City's potable and recycled water distribution system infrastructure and equipment; installs, inspects, repairs, and maintains water mains, service lines, water meters,fire hydrants,and related appurtenances used in the distribution of potable water;uses and operates a variety of manual and power tools and light to heavy power-driven equipment; provides technical and specialized assistance to assigned supervisory and management staff; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned supervisory and/or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.
CLASS CHARACTERISTICS
This is the fully advanced journey level classification in the Utility Worker - Water series responsible for performing the most complex work assigned to the series and specializing in Equipment Operation and/or Welding.Incumbents regularly work on tasks which are varied and complex,requiring considerable discretion and independent judgment.Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives,timelines,and methods to complete assignments.Work is typically reviewed upon completion for soundness,appropriateness,and conformity to policy and requirements.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
➢ Provides technical and functional direction and participates in the work of staff responsible for performing maintenance, construction, installation, and repair of the City's water distribution system mains, service lines, and related facilities, infrastructure, and equipment. ➢ Trains employees in work methods, use of tools and equipment, standard operating procedures, and relevant safety precautions; answers questions and concerns from new personnel; provides instruction to and checks work of new hires.
➢ Monitors quality of work and identifies opportunities for improving service delivery methods and procedures; provides recommendations concerning process changes and staffing levels; implements changes and improvements after approval; updates standard operating procedures and operations and maintenance manuals.
➢ Cuts, fits, fabrications, welds, and lays water distribution pipes; inspects, tests, and operates valves, fittings,and related water distribution equipment; inspects water projects for leaks,decayed pipes,and spills.
➢ Performs a full range of water meter maintenance duties; removes or repairs broken or older water meters; installs new water meters,meter boxes,and meter covers. ➢ Installs,tests,maintains, and repairs fire hydrants; exercises hydrants and valves. ➢ Performs water main shutdown procedures for new construction and repairs of existing water distribution lines; exposes water mains and service lines ensuring safe digging practices; excavates
Lead Utility Worker—Water
concrete and asphalt surfaces including sidewalks,streets,culverts,and trenches using hand and power tools; backfills and compacts asphalt and gravel fill to grade. ➢ Performs concrete framing and forming; fabricates forms for concrete; pours and finishes concrete; places reinforcing steel and embedded items for building vaults and other concrete structures. ➢ Operates a variety of technical, hydraulic, pneumatic, and light, medium, and heavy-duty equipment, such as skip loaders,dump and Vactor trucks,backhoes,and other power-driven equipment;cleans and performs routine maintenance and repairs on equipment;uses jackhammers,shovels,compressors,and a variety of hand and power tools.
➢ Performs a full range of maintenance and repair duties on water facilities including cleaning and flushing of water pipelines to ensure water quality,as necessary. ➢ Ensures valves and hydrants are in proper working condition; repairs fire hydrants and flow testing related equipment;performs tests as needed; assists in scheduling daily service and repair work. ➢ Performs turn-ons and shutoffs;responds to water quality complaints, as necessary. ➢ Ensures appropriate safety rules, equipment, and proper work techniques are followed; installs and removes various types of trench shoring; performs duties in confined spaces, utilizing departmental safety equipment in accordance with City policies and procedures;repairs trench failures. ➢ Loads and hauls vehicles and trailers to worksites; sets up worksites, including proper positioning of equipment, materials, barriers, and traffic-control devices; ensures traffic and pedestrian controls and re-routing of heavy traffic at work sites complies with City and mandated guidelines; directs traffic at work sites; removes traffic control, materials, and equipment and unloads materials and debris upon job completion.
➢ Maintains a variety of records,logbook entries,and reports;works from land plans,maps,valve books, sketches,blueprints, and work orders.
➢ Responds to after-hours emergencies and assists other staff or the public as needed in emergency or relief situations;performs on-call, stand-by duty as needed. ➢ Assists utilities division staff in related activities including but not limited to painting, landscaping, general cleaning,chlorinating wells and reservoirs, and installing and repairing fencing. ➢ Observes and complies with City and mandated safety rules,regulations, and protocols. ➢ Performs other duties as assigned.
QUALIFICATIONS
Knowledge of:
➢ Principles of providing functional direction and training. ➢ Principles,practices, equipment, and materials used in the construction, installation,maintenance, and repair of water transmission and distribution systems including water mains,service lines,water meters, hydrants, and related equipment and facilities.
➢ Operation and minor maintenance of a variety of vehicles, hand and power tools, and light to heavy power equipment including concrete saws,grinders,jackhammers, loaders,dump trucks, forklifts,and backhoes.
➢ Functions of distribution water systems,recycled water systems,and sewer systems. ➢ Fabrication and welding principles and practices.
➢ A variety of fittings,pipe sizes, and pipe types which are used in water distribution systems. ➢ Basic traffic control procedures,traffic laws, and traffic sign regulations. ➢ Underground Service Alert(USA Dig-Alert)procedures.
➢ Basic arithmetic.
➢ Methods of trench shoring and confined space entry.
Lead Utility Worker—Water
➢ Principles and procedures of recordkeeping.
> Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
➢ City and mandated safety rules,regulations, and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors, and City staff.
➢ The structure and content of the English language, including the meaning and spelling of words,rules of composition, and grammar.
> Modern equipment and communication tools used for business functions and program,project,and task coordination, including computers and software programs relevant to work performed.
Ability to:
➢ Plan, organize, and coordinate the work of assigned staff. ➢ Effectively provide staff leadership and work direction. > Inspect the work of others and maintain established quality control standards. > Train others in proper and safe work procedures.
➢ Perform semi-skilled and skilled work in the construction,installation,maintenance,testing,and repair of water transmission and distribution systems including water mains and services, water meters, fire hydrants, and related equipment and facilities involved in water hook-ups. ➢ Demonstrate specialized skills in welding techniques and/or equipment operation at advance levels ➢ Read and interpret plans,blueprints, schematics, layouts, and maps. ➢ Locate underground utilities in accordance with Underground Service Alert (USA Dig Alert) regulations.
➢ Excavate concrete,pavement, and soil materials;backfill trenches with appropriate materials. ➢ Assist water production and field customer service staff in related activities. ➢ Safely and effectively use and operate a variety of power and hand tools, mechanical equipment, and light to heavy equipment used in water distribution system maintenance. > Apply safe work practices including traffic control procedures and confined space entry procedures. > Perform basic mathematical computations.
➢ Troubleshoot maintenance problems and determine materials and supplies required for repair. ➢ Respond effectively to emergency situations.
> Perform heavy manual labor.
➢ Maintain accurate logs,records, and basic written records of work performed. ➢ Independently organize work, set priorities,meet critical deadlines, and follow-up on assignments. > Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
> Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Lead Utility Worker—Water
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Equivalent to completion of the twelfth(12th) grade.
Experience:
➢ Five (5) years of increasingly responsible experience in the installation, maintenance, and repair of water distribution systems, including three (3)years with specialty in equipment operation and/or one (1) year welding with a public agency, utility district, or similar organization at a level equivalent to the City of Upland's classification of Utility Worker IV—Water.
Licenses and Certifications:
➢ Possession of a valid Commercial Class "A" or "B" California Driver's License, to be maintained throughout employment.
➢ Possession of a valid Grade III (D-3) Water Distribution Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment. ➢ Possession of a valid Grade I(T-1)Water Treatment Operator Certificate issued by the California State Water Resources Control Board,to be maintained throughout employment.
PHYSICAL DEMANDS
Must possess mobility to work in the field; strength, stamina, and mobility to perform medium to heavy physical work; to sit, stand, and walk on level, uneven, or slippery surfaces; frequently reach, twist, turn, kneel, bend, stoop, squat, crouch, grasp, and make repetitive hand movement in the performance of daily duties; possible entry into confined spaces and the use of confined entry equipment, to climb and descend ladders,to operate varied hand and power tools and construction equipment,and to operate a motor vehicle and visit various City sites; and vision to inspect and operate equipment. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards,. Finger dexterity is needed to operate and repair tools and equipment. Employees must possess the ability to lift, carry,push, and pull materials and objects averaging a weight of 50 pounds or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff. Employees must wear and use the proper Personal Protective Equipment(PPE).
ENVIRONMENTAL CONDITIONS
Employees work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions,road hazards,vibration, confining workspace, chemicals,mechanical and/or electrical hazards, hazardous physical substances and fumes, dust, and air contaminants. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Public Works
Reports To: Utilities Supervisor
Provides Direction To: Utility Worker Water I-IV
Exemption Status: Non-Exempt
Employment Grouping: General
Date Prepared: November 2022
Date Updated: January 23, 2023, May 5, 2026
4°F Una November 2022June 8 2026
, d FLSA: Non-Exempt
_
° SENIOR BUILDING INSPECTOR
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DEFINITION
Under direction,performs the more difficult or responsible commercial,industrial,and complex residential building and construction project inspection duties at various stages of construction, alteration, and repair; provides guidance and training to other inspection staff; ensures building and construction conformance with approved plans and specifications and pertinent local, state, and federal codes, regulations, and ordinances; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned supervisory or management personnel.Exercises technical and functional direction over and provides training to less experienced staff.
CLASS CHARACTERISTICS
This is the advanced journey level classification in the Building Inspector series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex,requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives,timelines,and methods to complete assignments.Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
➢ Assigns, compiles, and distributes daily run-sheet for inspection staff and uses discretion as to which level inspector is appropriate for the various inspections. ➢ Provides technical guidance and expertise to less experienced inspection staff in matters related to specialized City codes,permits,complex code applications, and other related areas. ➢ Performs the most difficult and complex inspections of residential,commercial,and industrial buildings at various stages of construction,remodeling,and repair to ensure compliance with all pertinent codes, regulations, ordinances, and plans.
➢ Reviews building plans and specifications for residential, commercial, and industrial structures for completion and compliance with applicable codes.
➢ Issues building, plumbing, electrical, and mechanical permits, as well as certificates of occupancy; inspects sites and buildings before construction or alteration to determine practicability of plans, compliance with regulations, and validity of permits.
➢ Confers with contractors, developers, architects, engineers, homeowners, and the general public on matters pertaining to the building inspection process and code requirements; resolves problems and issues regarding the application or interpretation of codes and regulations. ➢ Prepares and issues correspondence including stop work and correction notices; writes notices of violation or substandard conditions letters to property owners or contractors pursuant to inspections; prepares reports of inspections and work completed; issues citations,as appropriate;maintains records of history of facts for possible legal actions.
Senior Building Inspector
➢ Conducts site checks to evaluate discrepancies between plans, specifications, and work completed; ensures consistency and effectiveness in enforcing building codes; inspects and evaluates work completed at buildings; determines appropriate action in building code violations, code interpretation, permit issuance,and plan check requirements.
➢ Reviews, updates, and maintains status and records of inspections; inputs information into permit database and spreadsheet software.
➢ Investigates complaints concerning new construction or work involving building permits, insect or rodent infestation, and other potential violations of health laws, codes, and regulations; explains and interprets codes in settling building and construction disputes. ➢ Observes and complies with City and mandated safety rules,regulations, and protocols. ➢ Performs other duties as assigned.
QUALIFICATIONS
Knowledge of:
➢ Principles of providing functional direction and training. ➢ Federal, state, and local laws, codes, ordinances, and regulations governing building construction, rehabilitation, alteration, use, and occupancy, including the California Building, Plumbing, and Mechanical Codes, the National Electric Code, and Title 24 of the Americans with Disabilities Act (ADA).
➢ Principles, practices, methods, and materials of building construction, including familiarity with carpentry,plumbing, electrical, and mechanical trades.
➢ Safety standards and practices in the building construction industry. ➢ Records management and file maintenance procedures.
➢ Inspection tools.
➢ Automated and database computer tracking system practices. ➢ Permit request and application procedures.
➢ Advanced mathematical principles, including algebra,geometry, and trigonometry. ➢ City and department policies, protocols, safety rules and regulations, and safe driving principles and practices.
➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors, and City staff.
➢ The structure and content of the English language, including the meaning and spelling of words,rules of composition, and grammar.
➢ Modern equipment and communication tools used for business functions and program,project,and task coordination, including computers and software programs relevant to work performed.
Ability to:
➢ Plan, organize, and coordinate the work of assigned staff. ➢ Effectively provide staff leadership and work direction. ➢ Apply technical knowledge and follow proper inspection techniques to examine work and materials. ➢ Read and interpret complex plans and specifications for building and related construction and determine compliance of plans with regulations and validity of permits. ➢ Inspect building sites during construction, alteration, or repair, and enforce a wide range of building, zoning, and related codes and regulations.
➢ Make mathematical computations quickly and accurately. ➢ Maintain professionalism, courtesy, and composure at all times, including stressful situations, and handle disputes and complaints in a calm, courteous,and tactful manner.
Senior Building Inspector
➢ Maintain accurate records and prepare clear and concise reports and documentation. ➢ Use written and oral communication skills.
➢ Read and interpret data, information, and documents. ➢ Analyze and solve problems.
➢ Observe and interpret situations.
➢ Learn and apply new information or skills.
➢ Perform highly detailed work on multiple, concurrent tasks, ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
➢ Independently organize work, set priorities,meet critical deadlines, and follow-up on assignments. ➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Equivalent to completion of the twelfth (12th) grade, supplemented by college level courses in construction technology, architecture, or a related field.
Experience:
➢ Four(4)years of experience performing inspections of residential,commercial,and industrial buildings or in building construction at the foreman or contractor level.
Licenses and Certifications:
➢ Possession of a valid California Driver's License,to be maintained throughout employment. ➢ Possession of, or successful acquisition within 12 months of appointment, three four (34) or more of the following five (5) valid International Code Council (ICC) certifications: Building, Combination, Electrical,Mechanical, and/or Plumbing Inspector.
PHYSICAL DEMANDS
When assigned to an office environment,must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone;ability to stand and walk between work areas may be required.Finger dexterity is needed to access,enter,and retrieve data using a computer keyboard or calculator and to operate standard office equipment.Positions in this classification occasionally bend, stoop,kneel,reach,push, and pull drawers open and closed to retrieve and file information.
When assigned to field inspection, must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work;to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites;vision to inspect site conditions and work in progress.
The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations. Employees must possess the ability to lift,
Senior Building Inspector
carry,push,and pull materials and objects averaging a weight of 40 pounds,or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff.
ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.Employees also work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes.Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Development Service Department/Planning Reports To: Development Services Director
Provides Direction To: N/A
Exemption Status: Non-Exempt
Employment Grouping: General
Date Prepared: November 2022
Date Updated: January 23, 2023; June 8, 2026
4 of -4 June 8,2026
�~ �d FLSA: Non-Exempt
ae
Rtt�gl
SENIOR BUILDING INSPECTOR
DEFINITION
Under direction,performs the more difficult or responsible commercial,industrial,and complex residential building and construction project inspection duties at various stages of construction, alteration, and repair; provides guidance and training to other inspection staff; ensures building and construction conformance with approved plans and specifications and pertinent local, state, and federal codes, regulations, and ordinances; and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from assigned supervisory or management personnel.Exercises technical and functional direction over and provides training to less experienced staff.
CLASS CHARACTERISTICS
This is the advanced journey level classification in the Building Inspector series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex,requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives,timelines,and methods to complete assignments.Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
➢ Assigns, compiles, and distributes daily run-sheet for inspection staff and uses discretion as to which level inspector is appropriate for the various inspections. ➢ Provides technical guidance and expertise to less experienced inspection staff in matters related to specialized City codes,permits,complex code applications, and other related areas. ➢ Performs the most difficult and complex inspections of residential,commercial,and industrial buildings at various stages of construction,remodeling,and repair to ensure compliance with all pertinent codes, regulations, ordinances, and plans.
➢ Reviews building plans and specifications for residential, commercial, and industrial structures for completion and compliance with applicable codes.
➢ Issues building, plumbing, electrical, and mechanical permits, as well as certificates of occupancy; inspects sites and buildings before construction or alteration to determine practicability of plans, compliance with regulations, and validity of permits.
➢ Confers with contractors, developers, architects, engineers, homeowners, and the general public on matters pertaining to the building inspection process and code requirements; resolves problems and issues regarding the application or interpretation of codes and regulations. ➢ Prepares and issues correspondence including stop work and correction notices; writes notices of violation or substandard conditions letters to property owners or contractors pursuant to inspections; prepares reports of inspections and work completed; issues citations,as appropriate;maintains records of history of facts for possible legal actions.
Senior Building Inspector
➢ Conducts site checks to evaluate discrepancies between plans, specifications, and work completed; ensures consistency and effectiveness in enforcing building codes; inspects and evaluates work completed at buildings; determines appropriate action in building code violations, code interpretation, permit issuance,and plan check requirements.
➢ Reviews, updates, and maintains status and records of inspections; inputs information into permit database and spreadsheet software.
➢ Investigates complaints concerning new construction or work involving building permits, insect or rodent infestation, and other potential violations of health laws, codes, and regulations; explains and interprets codes in settling building and construction disputes. ➢ Observes and complies with City and mandated safety rules,regulations, and protocols. ➢ Performs other duties as assigned.
QUALIFICATIONS
Knowledge of:
➢ Principles of providing functional direction and training. ➢ Federal, state, and local laws, codes, ordinances, and regulations governing building construction, rehabilitation, alteration, use, and occupancy, including the California Building, Plumbing, and Mechanical Codes, the National Electric Code, and Title 24 of the Americans with Disabilities Act (ADA).
➢ Principles, practices, methods, and materials of building construction, including familiarity with carpentry,plumbing, electrical, and mechanical trades.
➢ Safety standards and practices in the building construction industry. ➢ Records management and file maintenance procedures.
➢ Inspection tools.
➢ Automated and database computer tracking system practices. ➢ Permit request and application procedures.
➢ Advanced mathematical principles, including algebra,geometry, and trigonometry. ➢ City and department policies, protocols, safety rules and regulations, and safe driving principles and practices.
➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors,contractors, and City staff.
➢ The structure and content of the English language, including the meaning and spelling of words,rules of composition, and grammar.
➢ Modern equipment and communication tools used for business functions and program,project,and task coordination, including computers and software programs relevant to work performed.
Ability to:
➢ Plan, organize, and coordinate the work of assigned staff. ➢ Effectively provide staff leadership and work direction. ➢ Apply technical knowledge and follow proper inspection techniques to examine work and materials. ➢ Read and interpret complex plans and specifications for building and related construction and determine compliance of plans with regulations and validity of permits. ➢ Inspect building sites during construction, alteration, or repair, and enforce a wide range of building, zoning, and related codes and regulations.
➢ Make mathematical computations quickly and accurately. ➢ Maintain professionalism, courtesy, and composure at all times, including stressful situations, and handle disputes and complaints in a calm, courteous,and tactful manner.
Senior Building Inspector
➢ Maintain accurate records and prepare clear and concise reports and documentation. ➢ Use written and oral communication skills.
➢ Read and interpret data, information, and documents. ➢ Analyze and solve problems.
➢ Observe and interpret situations.
➢ Learn and apply new information or skills.
➢ Perform highly detailed work on multiple, concurrent tasks, ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
➢ Independently organize work, set priorities,meet critical deadlines, and follow-up on assignments. ➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely,both orally and in writing,using appropriate English grammar and syntax.
➢ Establish,maintain,and foster positive and effective working relationships with those contacted in the course of work.
Education and Experience:
Any combination of training and experience that would provide the required knowledge,skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Education:
➢ Equivalent to completion of the twelfth (12th) grade, supplemented by college level courses in construction technology, architecture, or a related field.
Experience:
➢ Four(4)years of experience performing inspections of residential,commercial,and industrial buildings or in building construction at the foreman or contractor level.
Licenses and Certifications:
➢ Possession of a valid California Driver's License,to be maintained throughout employment. ➢ Possession of, or successful acquisition within 12 months of appointment, four (4) or more of the following five (5) valid International Code Council (ICC) certifications: Building, Combination, Electrical,Mechanical, and/or Plumbing Inspector.
PHYSICAL DEMANDS
When assigned to an office environment,must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone;ability to stand and walk between work areas may be required.Finger dexterity is needed to access,enter,and retrieve data using a computer keyboard or calculator and to operate standard office equipment.Positions in this classification occasionally bend, stoop,kneel,reach,push, and pull drawers open and closed to retrieve and file information.
When assigned to field inspection, must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work;to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites;vision to inspect site conditions and work in progress.
The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations. Employees must possess the ability to lift,
Senior Building Inspector
carry,push,and pull materials and objects averaging a weight of 40 pounds,or heavier weights,in all cases with the use of proper equipment and/or assistance from other staff.
ENVIRONMENTAL CONDITIONS
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances.Employees also work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes.Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Department/Division: Development Service Department/Planning Reports To: Development Services Director
Provides Direction To: N/A
Exemption Status: Non-Exempt
Employment Grouping: General
Date Prepared: November 2022
Date Updated: January 23, 2023; June 8, 2026
"N or
ovembe 2022August2026
o�R4 FLSA:Non-Exempt
WAREHOUSE AND INVENTORY TECHNICIAN
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DEFINITION
Under general supervision,performs a variety of storekeeping activities,including the receipt,inventory, storage,and issuance of stock related to automotive fleets,fuel,streets,operations,and utilities;initiates purchase orders and purchase requisition orders;purchases,receives,stores,distributes,and maintains an adequate inventory of materials,supplies,parts,tools,and equipment;ensures proper accounting and record keeping;and performs related work as required.
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from assigned supervisory or management personnel.Exercises no direct supervision over staff.
CLASS CHARACTERISTICS
This journey level classification is responsible for independently performing a full range of storekeeping activities. Positions at this level exercise judgment and initiative in their assigned tasks, receive only occasional instruction or assistance as new or unusual situations arise,and are fully aware of the operating procedures and policies of the work unit.
EXAMPLES OF TYPICAL JOB FUNCTIONS(Illustrative Only)
Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so qualified employees can perform the essential functions of the job.
> Performs a variety of storekeeping activities,including the receipt,inventory,storage,and issuance of stock related to automotive fleets,fuel, streets,operations and utilities;initiates purchase orders and purchase requisition orders; purchases, receives, stores, distributes, and maintains an adequate inventory of materials, supplies,parts,tools, and equipment; ensures proper accounting and record keeping.
> Prepares or assists in the preparation of purchase orders;charges purchases to and monitors various account budgets;receives and fills requisitions for specialized orders;processes invoices for inventory control in the City's software program; maintains receiving and accounting records; resolves accounting and receiving discrepancies;maintains the automatic inventory system. > Receives incoming shipments and deliveries;arranges and coordinates delivery of purchased supplies and materials;inspects materials,supplies,and equipment for quality,quantity,and correctness. ➢ Unloads pallets and bulk materials using a forklift;verifies and checks items received against purchase orders and catalogs manufacturer model numbers;returns defective or warranty related materials to vendor.
> Notifies appropriate parties of shipment arrival;arranges for delivery to appropriate offices. > Maintains cleanliness, security, and safety within stores area; reports needed repairs to appropriate personnel.
➢ Keeps and maintains organized inventory of parts and materials;keeps abreast of new materials and product lines within the industry.