Agenda packet — Monterey City Council, September 16, 2025 (part 2 of 2)

EVALUATION TABULATION
GEN No. TBD

HVAC MAINTENANCE, SERVICE, AND REPAIR JOB ORDER CONTRACT RESPONSE DEADLINE: August 19, 2025 at 2:00 pm
Tuesday, August 19, 2025

SELECTED VENDOR TOTALS
Vendor Total
Silicon Valley Mechanical $31,870.00
Prime Mechanical Service,
Inc.
$42,845.00
ACCO Engineered Systems
Inc. dba Geo. H. Wilson
Mechanical Contractors
$47,678.37
Airtec Service $50,475.00
Della Mora Heating, Sheet
Metal & Air Conditioning,
Inc.
$100,375.00
BID SCHEDULE A (Table 1 of 2)
Bid Schedule A ACCO Engineered
Systems Inc. dba Geo.

H. Wilson Mechanical
Contractors
Airtec Service Della Mora Heating,
Sheet Metal & Air
Conditioning, Inc.

Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total Unit Cost Total
X 1 Mobilization
and
Demobilization
1 LS $10,178.00 $10,178.00 $5,588.00 $5,588.00 $6,200.00 $6,200.00 X 2 Quarterly
Preventative
Maintenance
3 LS $2,545.00 $7,635.00 $3,515.00 $10,545.00 $12,850.00 $38,550.00 X 3 Annual
Preventative
Maintenance
1 LS $7,476.00 $7,476.00 $6,422.00 $6,422.00 $21,670.00 $21,670.00 ATTACHMENT 2
Council Regular Meeting, 9/16/2025, Item No. 8., Item Page 9, Packet Page 159

EVALUATION TABULATION
GEN No. TBD

HVAC MAINTENANCE, SERVICE, AND REPAIR JOB ORDER CONTRACT

Page 2 ends

Bid Schedule A ACCO Engineered
Systems Inc. dba Geo.

H. Wilson Mechanical
Contractors
Airtec Service Della Mora Heating,
Sheet Metal & Air
Conditioning, Inc.

Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total Unit Cost Total
Total $25,289.00 $22,555.00 $66,420.00
BID SCHEDULE A (Table 2 of 2)
Bid Schedule A Prime Mechanical Service,
Inc.

Silicon Valley Mechanical
Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total
X 1 Mobilization and
Demobilization
1 LS $0.00 $0.00 $0.00 $0.00
X 2 Quarterly Preventative
Maintenance
3 LS $5,450.00 $16,350.00 $4,050.00 $12,150.00
X 3 Annual Preventative
Maintenance
1 LS $6,890.00 $6,890.00 $7,230.00 $7,230.00
Total $23,240.00 $19,380.00

BID SCHEDULE B
Bid Schedule B ACCO
Engineered
Systems Inc.
dba Geo. H.

Wilson
Mechanical
Contractors
Airtec
Service
Della Mora
Heating,
Sheet Metal
& Air
Conditioning,
Inc.

Prime
Mechanical
Service, Inc.

Silicon
Valley
Mechanical
Selected Line Item Description Unit of
Measure
Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost
X 4 Materials Mark-Up based on
$100,000 (% per dollar)
$ $10,000.00 $12,000.00 $15,000.00 $7,000.00 $7,000.00
X 5 Subcontractor’s Mark-Up
based on $100,000 (% per
dollar)
$ $10,000.00 $12,000.00 $15,000.00 $7,000.00 $5,000.00
Total $20,000.00 $24,000.00 $30,000.00 $14,000.00 $12,000.00 BID SCHEDULE C (Table 1 of 2)
Bid Schedule C ACCO Engineered
Systems Inc. dba Geo.

H. Wilson Mechanical
Contractors
Airtec Service Della Mora Heating,
Sheet Metal & Air
Conditioning, Inc.

Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total Unit Cost Total
X 6 Project Manager
– Standard Hours
1 Hr $0.00 $0.00 $200.00 $200.00 $205.00 $205.00
ATTACHMENT 2
Council Regular Meeting, 9/16/2025, Item No. 8., Item Page 10, Packet Page 160

EVALUATION TABULATION
GEN No. TBD

HVAC MAINTENANCE, SERVICE, AND REPAIR JOB ORDER CONTRACT

Page 3 ends

Bid Schedule C ACCO Engineered
Systems Inc. dba Geo.

H. Wilson Mechanical
Contractors
Airtec Service Della Mora Heating,
Sheet Metal & Air
Conditioning, Inc.

Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total Unit Cost Total
X 7 Project Manager
– After
Hours/Weekends
1 Hr $0.00 $0.00 $267.00 $267.00 $220.00 $220.00
X 8 Project Manager
– Holidays
1 Hr $0.00 $0.00 $334.00 $334.00 $250.00 $250.00
X 9 Superintendent
– Standard Hours
1 Hr $160.63 $160.63 $200.00 $200.00 $205.00 $205.00
X 10 Superintendent
– After
Hours/Weekends
1 Hr $207.54 $207.54 $267.00 $267.00 $220.00 $220.00
X 11 Superintendent
– Holidays
1 Hr $254.43 $254.43 $334.00 $334.00 $250.00 $250.00
X 12 Foreman/Lead –
Standard Hours
1 Hr $142.33 $142.33 $194.00 $194.00 $205.00 $205.00
X 13 Foreman/Lead –
After
Hours/Weekends
1 Hr $183.20 $183.20 $260.00 $260.00 $220.00 $220.00
X 14 Foreman/Lead –
Holidays
1 Hr $224.07 $224.07 $326.00 $326.00 $250.00 $250.00
X 15 HVAC Tech
Journeyman –
Standard Hours
1 Hr $131.23 $131.23 $176.00 $176.00 $205.00 $205.00
X 16 HVAC Tech
Journeyman –
After
Hours/Weekends
1 Hr $166.77 $166.77 $232.00 $232.00 $285.00 $285.00
X 17 HVAC Tech
Journeyman –
Holidays
1 Hr $202.30 $202.30 $287.00 $287.00 $310.00 $310.00
X 18 HVAC Tech
Apprentice –
Standard Hours
1 Hr $108.34 $108.34 $139.00 $139.00 $185.00 $185.00
X 19 HVAC Tech
Apprentice –
After
Hours/Weekends
1 Hr $134.99 $134.99 $182.00 $182.00 $245.00 $245.00
X 20 HVAC Tech
Apprentice –
Holidays
1 Hr $161.64 $161.64 $225.00 $225.00 $265.00 $265.00
ATTACHMENT 2
Council Regular Meeting, 9/16/2025, Item No. 8., Item Page 11, Packet Page 161

EVALUATION TABULATION
GEN No. TBD

HVAC MAINTENANCE, SERVICE, AND REPAIR JOB ORDER CONTRACT

Page 4 ends

Bid Schedule C ACCO Engineered
Systems Inc. dba Geo.

H. Wilson Mechanical
Contractors
Airtec Service Della Mora Heating,
Sheet Metal & Air
Conditioning, Inc.

Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total Unit Cost Total
X 21 Laborer –
Standard Hours
1 Hr $69.31 $69.31 $75.00 $75.00 $125.00 $125.00
X 22 Laborer – After
Hours/Weekends
1 Hr $103.97 $103.97 $99.00 $99.00 $150.00 $150.00
X 23 Laborer –
Holidays
1 Hr $138.62 $138.62 $123.00 $123.00 $160.00 $160.00
Total $2,389.37 $3,920.00 $3,955.00
BID SCHEDULE C (Table 2 of 2)
Bid Schedule C Prime Mechanical Service,
Inc.

Silicon Valley Mechanical
Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total
X 6 Project Manager – Standard
Hours
1 Hr $225.00 $225.00 $100.00 $100.00
X 7 Project Manager – After
Hours/Weekends
1 Hr $338.00 $338.00 $0.00 $0.00
X 8 Project Manager – Holidays 1 Hr $450.00 $450.00 $0.00 $0.00 X 9 Superintendent – Standard
Hours
1 Hr $225.00 $225.00 $0.00 $0.00
X 10 Superintendent – After
Hours/Weekends
1 Hr $338.00 $338.00 $0.00 $0.00
X 11 Superintendent – Holidays 1 Hr $450.00 $450.00 $0.00 $0.00 X 12 Foreman/Lead – Standard
Hours
1 Hr $225.00 $225.00 $0.00 $0.00
X 13 Foreman/Lead – After
Hours/Weekends
1 Hr $338.00 $338.00 $0.00 $0.00
X 14 Foreman/Lead – Holidays 1 Hr $450.00 $450.00 $0.00 $0.00 X 15 HVAC Tech Journeyman –
Standard Hours
1 Hr $225.00 $225.00 $160.00 $160.00
X 16 HVAC Tech Journeyman –
After Hours/Weekends
1 Hr $338.00 $338.00 $0.00 $0.00
X 17 HVAC Tech Journeyman –
Holidays
1 Hr $450.00 $450.00 $0.00 $0.00
ATTACHMENT 2
Council Regular Meeting, 9/16/2025, Item No. 8., Item Page 12, Packet Page 162

EVALUATION TABULATION
GEN No. TBD

HVAC MAINTENANCE, SERVICE, AND REPAIR JOB ORDER CONTRACT

Page 5 ends

Bid Schedule C Prime Mechanical Service,
Inc.

Silicon Valley Mechanical
Selected Line Item Description Quantity Unit of
Measure
Unit Cost Total Unit Cost Total
X 18 HVAC Tech Apprentice –
Standard Hours
1 Hr $225.00 $225.00 $140.00 $140.00
X 19 HVAC Tech Apprentice –
After Hours/Weekends
1 Hr $338.00 $338.00 $0.00 $0.00
X 20 HVAC Tech Apprentice –
Holidays
1 Hr $450.00 $450.00 $0.00 $0.00
X 21 Laborer – Standard Hours 1 Hr $120.00 $120.00 $90.00 $90.00 X 22 Laborer – After
Hours/Weekends
1 Hr $180.00 $180.00 $0.00 $0.00
X 23 Laborer – Holidays 1 Hr $240.00 $240.00 $0.00 $0.00 Total $5,605.00 $490.00
ATTACHMENT 2
Council Regular Meeting, 9/16/2025, Item No. 8., Item Page 13, Packet Page 163 Council
Agenda Report
№11/25
FROM: Brette Neal, Human Resources Director
Prepared By: Cierra Rauch, Human Resources Specialist
SUBJECT: Authorize the Human Resources Department to Access State and Federal Level Summary Criminal History Information for Employment with the City of Monterey (Including Volunteers and Contract Employees) (Not A Project Under CEQA, Per Article 20, Section 15378 And Under General Rule Article 5, Section 15061) RECOMMENDATION:

That the City Council adopt a resolution authorizing the Human Resources department to access state and
federal level summary criminal history information for
employment with the City of Monterey (including
volunteers and contract employees).

VALUE DRIVERS:

Provide sufficient resources and support to develop,
retain, and recruit a high-quality city workforce.

POLICY IMPLICATIONS:

The Monterey City Code Section 25-7.05,
Preappointment Screening, authorizes the Human
Resources Director to utilize selection techniques to
evaluate a candidate’s fitness to perform job duties,
including, but not limited to, a medical examination,
psychological evaluation, background investigation,
reference checks and verification of licenses,
registrations, and diplomas.

California Penal Code sections 11105(b)(11) and
13300(b)(11) allow cities to access criminal history
information from the State Department of Justice and
the Federal Bureau of Investigations for the purpose of fulfilling employment, certification, or licensing duties, when access is specifically authorized by City Council.

State law requires the City Council to authorize access to summary criminal history information for employment, licensing, or certification purposes.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

Agenda Report Highlights
 The City Council is recommended to
authorize the Human Resources
Department to directly access state
and federal criminal history
information for employment
purposes.
 This change aims to enhance
applicant confidentiality by
eliminating the current practice of
routing criminal history summaries
through the Police Department.
 An Originating Agency Identifier
(ORI) number is required for HR to
receive Live Scan results directly,
and a City Council resolution is
necessary for the ORI application.
 The resolution aligns with Monterey
City Code and California Penal
Code, which permit access to
criminal history for employment,
licensing, or certification purposes.

Date: 9/16/2025
Item No.: 9.

Council Regular Meeting, 9/16/2025, Item No. 9., Item Page 1, Packet Page 164 №11/25
FISCAL IMPLICATIONS:

There is no fiscal impact as a result of the adoption of this resolution.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty 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. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

An alternative is to continue the current practice of sending criminal history summaries to the Monterey Police Department, which then forwards them to the Human Resources Department; however, this is not recommended to enhance applicant confidentiality. Ideally, the Human Resources Department should receive background information directly from the authorized screening agency.

DISCUSSION:

In 1987, the City Council approved Resolution No. 87-158, allowing criminal history summaries to be sent to the City of Monterey for pre-employment screening, including for volunteers and contract workers. Currently, criminal histories are electronically submitted by way of Live Scan fingerprint results to the Monterey Police Department and then reviewed with the Human Resources Department (HR). To better protect applicant confidentiality, staff recommend sending these results directly to HR.

For HR to receive Live Scan results directly, HR must obtain an Originating Agency Identifier (ORI) number. The California Department of Justice (DOJ) requires a City Council resolution explicitly authorizing HR to access criminal history information for the ORI application. HR worked closely with DOJ to ensure the attached resolution complies with all DOJ requirements.

Monterey City Code Section 25-7.05, Preappointment Screening, authorizes the HR Director to use various selection techniques to assess a candidate’s fitness for duty, including medical exams, psychological evaluations, background checks, reference checks, and verification of licenses, registrations, and diplomas.

Staff recommend that the City Council adopt the attached resolution authorizing HR to obtain State and Federal criminal history summaries from the Department of Justice and the FBI. Upon approval, HR will apply for an ORI number with the California Department of Justice and begin receiving Live Scan results directly.

BN/cr
Council Regular Meeting, 9/16/2025, Item No. 9., Item Page 2, Packet Page 165 №11/25
Attachments: 1. Draft Resolution

2. Resolution 87-158

3. Monterey City Code Section 25-7.05
e: Karin Krattli, Assistant City Attorney
David J. Hober, Chief of Police
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.gov/Submitted-Comments
Council Regular Meeting, 9/16/2025, Item No. 9., Item Page 3, Packet Page 166 RESOLUTION NO. - C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY

AUTHORIZING THE HUMAN RESOURCES DEPARTMENT TO RECEIVE FEDERAL AND

STATE CRIMINAL HISTORY INFORMATION FOR EMPLOYMENT AT THE CITY OF

MONTEREY
WHEREAS, Penal Code sections 11105(b)(11) and 13300(b)(11) authorize cities, counties, districts, and joint powers authorities to access state and local summary criminal history information for employment purposes;
WHEREAS, Penal Code section 11105(b)(11) authorizes cities, counties, districts, and joint powers authorities to access federal-level criminal history information by transmitting fingerprint images and related information to the Department of Justice to be transmitted to the Federal Bureau of Investigation;
WHEREAS, Penal Code sections 11105(b)(11) and 13300(b)(11) require that there be a requirement or exclusion from employment based on specific criminal conduct on the part of the subject of the record;
WHEREAS, Penal Code sections 11105(b)(11) and 13300(b)(11) require the city council, board of supervisors, governing body of a city, county or district, or joint powers authority to specifically authorize access to summary criminal history information for employment purposes;
WHEREAS, California’s Fair Chance Act, codified as Government Code section 12952, makes it an unlawful employment practice for employers with five or more employees to, among other things, consider convictions that have been sealed, dismissed, expunged, or statutorily eradicated pursuant to law or to deny an applicant a position of employment solely or in part because of the applicant's conviction history without making an individualized assessment of whether the applicant's conviction history has a direct and adverse relationship with the specific duties of the job; and
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty 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. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

Council Regular Meeting, 9/16/2025, Item No. 9., Item Page 4, Packet Page 167

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the City of Monterey’s Human Resources Department is hereby authorized to access state and federal level summary criminal history information for employment with the City of Monterey (including volunteers and contract employees) and may not disseminate the information to a private entity.

NOW, THEREFORE, BE IT FURTHER RESOLVED that the City of Monterey will not consider a person who has been convicted of a violent or serious felony or misdemeanor that has not been sealed, dismissed, expunged, or statutorily eradicated eligible for employment (including volunteers and contract employees, if applicable) if an individual assessment as required by the Fair Chance Act shows that the applicant's conviction history has a direct and adverse relationship with the specific duties of the job that justify denying the applicant the position.

The Clerk of the City of Monterey shall certify the adoption of this Resolution.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _________day of ______________, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 9/16/2025, Item No. 9., Item Page 5, Packet Page 168 Community Services District
Agenda Report
FROM: Christine Davi, City Attorney
SUBJECT: Receive Ocean View Community Services District Quarterly Report (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5, Section 15061)
RECOMMENDATION:

That the Community Services District Board of Directors receive a report on the Ocean View Community Services District.

VALUE DRIVERS:

Champion regional and local efforts to secure adequate, affordable, and sustainable water sources for the city, now and into the future.

POLICY IMPLICATIONS:

This Community Services District was formed pursuant to Community Services District Law (Government Code section 61000 et seq.,) to own and operate a desalination plant to provide residential and commercial water to the Ocean View Plaza Project (“Project”) located at 457, 465, 470, 484, 565, and 570 Cannery Row.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS: None.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty 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. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

DISCUSSION:

The City of Monterey approved the Ocean View Plaza Project (“Project”) located at 457, 465, 470, 484, 565, and 570 Cannery Row in June 2004. Subsequently, the City of Monterey requested that the Local Agency Formation Commission (LAFCO) review the establishment of a Date: 9/16/2025
Item No.: 10.

Council Regular Meeting, 9/16/2025, Item No. 10., Item Page 1, Packet Page 169 Community Services District (CSD) for the project site that would own, operate, and maintain the proposed desalination plant once constructed.

LAFCO adopted Resolution No. 05-27 on December 27, 2005, approving the formation of this CSD. The Monterey City Council was subsequently appointed as the District Board and must meet quarterly according to requirements of Government Code section 61044.

In November 2019, the California Coastal Commission denied requests for coastal development permit extensions (Permit No. 3-08-013). The Coastal Commission voted that there were changed circumstances from its original coastal development permit issued in 2008 related to water supply and coastal hazards/sea level rise.

In January 2020, Ruby Falls Fund, LLC, sued the Coastal Commission over its denial of the permit extension request as described in Monterey County Superior Court Case No. 20CV000165. That action was stayed pending resolution of the appeals in related litigation regarding the ownership of the property. On May 1, 2023, in an unpublished decision in the Sixth District Court of Appeal, Case Nos. H048978, H049062, H049160, and H049368, the court ruled that the trial court erred in ruling that Canrow Owner, LLC’s foreclosure was wrongful, among other things. In other words, Ruby Falls Fund, LLC is the property owner.

On August 16, 2023, the Monterey County Superior Court lifted the stay in the action against the Coastal Commission. A hearing on the merits of the writ was heard on May 28, 2024 in Department 15 of the Monterey Superior Court. The Court took the matter under submission and issued a ruling on July 11, 2024 granting Ruby Falls Fund, LLC’s petition for writ of mandate. The petition was granted on the basis that the Coastal Commission failed to provide notice of the hearing and staff report of the November 19, 2019 hearing, the Commission failed to exercise its discretion in deciding whether to grant Ruby Falls Fund, LLC’s request for a continuance, and the November 19, 2019 decision based on “changed circumstances” was not reached through a fair hearing conducted as required by law. The judgment was entered in that case on January 22, 2025.

The City originally approved the vesting tentative map for the project on June 1, 2004. The City recognized an extension by operation of law to June 1, 2025. On April 10, 2025, Ruby Falls Fund, LLP requested a one-year extension. Under Government Code section 66452.6(e), the April 10, 2025 request for a one-year extension of the Map extends the life of the Map “for 60 days or until the application for extension is approved, conditionally approved, or denied, whichever occurs first.” Under Government Code section 66452.6(e) approval or denial of the requested one-year extension is discretionary, meaning that the City Council has no legal obligation to approve or deny the request. The City Council will be considered the map extension request at a public hearing on June 17, 2025, and granted the extension until June 17, 2026 (Resolution 25-066).
cc: Save Our Waterfront, 781 Terry Street, Monterey, CA 93940 Cannery Row Association
LAFCO of Monterey County – Local Agency Formation Committee, POB 1369, Salinas, CA 93902 New Monterey Neighborhood Association
David Balch, Esq.

Anne Mudge, Esq.

Neill Bower, Esq.

Stephanie Lai, Esq.

Aaron Gruber, Esq.

Bob Faulis
William Coffee, Esq.

David Bowie, Esq.

Council Regular Meeting, 9/16/2025, Item No. 10., Item Page 2, Packet Page 170 Council
Agenda Report
№11/25
FROM: Kimberly Cole AICP, Community Development Director Prepared By: Jacob Verania, HCD Coordinator
Anastacia Wyatt, Housing Manager
SUBJECT: Adopt the Fiscal Year (FY) 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER), Authorize Submission to the U.S. Department of Housing and Urban Development, Hold a Public Hearing on Community Development Needs, and Authorize the City Manager to Make Administrative Changes to the Draft CAPER Document and after the Submittal as Requested by the U.S. Department of Housing and Urban Development HUD. (Exempt from NEPA per 24 CFR Part 58 and from CEQA per Article 19, Section 15301, Class 1, 15306, Class 6 and 15326, Class 26)
RECOMMENDATION:

That the City Council adopt the Fiscal Year 2024-2025
Consolidated Annual Performance and Evaluation
Report (CAPER), authorize submission to the U.S.

Department of Housing and Urban Development
(HUD), hold a public hearing on Community
Development Needs, and authorize staff to
administratively make changes to the City Council
approved CAPER as may be required by HUD. Final
approval of the CAPER rests with HUD. (See 24 CFR
section 91.520(i); 42 USCA section 5304.)
VALUE DRIVERS:

Serve as stewards of the City’s financial resources
through sound economic vitality efforts, streamlining
operations, reasonable revenue enhancements,
visionary long-term planning, fiscal transparency, and
community partnerships.

POLICY IMPLICATIONS:

The FY 2024-2025 CAPER for housing and
community development programs has been prepared
according to HUD requirements. Submission of the
CAPER to HUD is required for the City to receive
Community Development Block Grant (CDBG) funds
for the next fiscal year. The activities summarized in
the report were completed in FY 2024-2025 or
Program Year (PY24). All of the programs, activities
and expenditures identified in this CAPER
implemented programs previously approved in the
Agenda Report Highlights
 The City Council is recommended to
adopt the FY 2024-2025 CAPER
and authorize its submission to
HUD to ensure compliance and
continued funding.
 The City received $251,522 in
CDBG entitlement funds and
$1,188,047.20 in program income
during FY 2024-2025.
 Public Service programs funded
$105,458.98 assisted approximately
1,615 low and moderate-income
households and individuals.
 Three affordable housing units were
sold to low-income first-time
homebuyers, and three units
requiring rehabilitation were
purchased.
 The CAPER must be submitted to
HUD by September 28, 2025, with
final approval resting with HUD.

Date: 9/16/2025
Item No.: 11.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 1, Packet Page 171 №11/25
City’s 2020-24 Consolidated Plan, and Fiscal Year 2024-2025 Action Plan. Submission of the CAPER to HUD documents compliance of the City’s CDBG programs with HUD national objectives.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

In FY 2024-2025, the City received a CDBG entitlement grant of $251,522 from HUD. In addition, the City received $1,188,047.20 in program income, resulting from ground leases, loan payoffs, and the sale of inclusionary housing units to low-income buyers. In FY 2024-2025, three inclusionary properties were purchased, and three properties were sold to low income purchasers. In the past few years, the City received the following Program Income:
 FY 2024-2025: $1,188,047.20
 FY 2023-2024 $451,541.07
 FY 2022-2023 $900,052.46
 FY 2021-2022 $1,547,601.27
 FY 2020-2021 $1,189,339.60
Program income varies based on revenue from the sale of inclusionary properties.

ENVIRONMENTAL DETERMINATION:

The plans are considered categorically excluded under the Federal National Environmental Policy Act (NEPA) guidelines (24 CFR Part 58). The plans are also exempt from the California Environmental Quality Act Guidelines (Article 19, Section 15301, Class 1, 15306, Class 6 and 15326, Class 26) because the projects proposed for funding include the public service grant program, non-profit and City public infrastructure projects (building rehabilitation, sidewalk repairs, and park repairs/improvements), housing preservation (acquisition and rehabilitation) and planning and administration. These are minor projects that involve social service programs and rehabilitation/minor improvements to existing facilities.

Furthermore, the project does not qualify for any of the exceptions to the categorical exemptions found at CEQA Guidelines Section 15300.2.

Exception a - Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located - a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply in all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. The proposed action included the public service grant program, non-profit and City public infrastructure projects, housing preservation and planning and administration. The environment is not sensitive as they involved minor projects and social service programs that rehabilitate and improve existing facilities.

Exception b - Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time is significant. The proposed action include the public service grant program, non-profit and City public infrastructure projects, housing preservation and planning and administration. No cumulative impacts were foreseeable.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 2, Packet Page 172 №11/25
Exception c - Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. The proposed action includes the public service grant program, nonprofit and City public infrastructure projects, housing preservation and planning and administration and no significant effect was anticipated.

Exception d - Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. No impacts are anticipated because none of the programs or sites were near a scenic highway.

Exception e - Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. There are no project sites that are listed on any list compiled pursuant to Section 65962.5 of the Government Code.

Exception f - Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource. The plans did not reference any sites or locations identified as a historical resource.

ALTERNATIVES CONSIDERED:

The City Council may elect not to approve the CAPER. However, this is not recommended as approval is a requirement for receiving grant funds and maintaining compliance with HUD.

DISCUSSION:

HUD requires submission of a CAPER at the end of each program year for all City programs utilizing CDBG entitlement funds. The CAPER specifically reports on how the City has used CDBG funds in the previous program year to achieve compliance with HUD national objectives.

HUD also requires that the CAPER report on the City’s progress in reaching the goals identified in the City’s Five-Year Consolidated Plan and Annual CDBG Action Plan. The period covered in the attached CAPER is for Fiscal Year 2024-2025 (July 1, 2024 through June 30, 2025).

HUD requires the City to hold two public hearings annually to obtain the public’s input on Community Development Needs. The City is about to begin its Annual Action Planning and receiving input at this City Council meeting is important prior to undergoing this process.

Notices of the draft FY 2024-2025 CAPER and the September 16, 2025 City Council Public Hearing were published in newspapers of general circulation including: the Monterey Herald on August 28, 2025 and in the Monterey County Weekly on August 28, 2025. On August 28, 2025, the draft CAPER was made available to the public on the City’s website and physical review copies at the following locations:
 Office of the Planning Department, 570 Pacific St., Monterey, CA 93940  Office of Housing Programs, 570 Pacific St., Monterey, CA 93940  City Library, reference desk, 625 Pacific St., Monterey, CA 93940  Website: www.monterey.org/housing
In addition, on August 28, 2025, the City provided notification of the availability of the draft FY 2024-2025 CAPER to the following groups through Constant Contact and email notification:

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 3, Packet Page 173 №11/25
 Chief of Police for the City of Monterey
 CDBG Subrecipients (Nonprofits)
 Continuum of Care (CoC) for the Monterey County
 Business Association Representatives
 Neighborhood Association Presidents
 Social Action Groups
 Residents of Public and Affordable Housing
During the public comment period up until the preparation of the agenda report, staff received three public comments. All public comments received to the date of the publication of the agenda are attached in Exhibit A of the Draft Resolution, and are labelled under “Attachment #2: Public Comments”. The public comments received to date address housing production barriers and initiatives that would be addressed in the City’s Housing Element. The comments raised focus on CDBG initiatives of supporting affordable housing, rental assistance, and rehabilitation efforts as providing important safety nets, but not meeting the needs to produce housing and streamline housing development.

Staff is working with agencies to ensure their reported numbers in this draft are correct prior to the final submittal to HUD. Should staff receive any further updated numbers from public service agencies, numbers will be updated in the final HUD document.

FY 2020-2024 Con Plan Accomplishments
The CAPER concludes the 5-Year ConPlan Period FY 2020-2024. Over the five (5) year period, the City expended approximately $813,993.92 toward Public Service Activities; $3,289,007.42 toward the Purchase and Resale Program of Inclusionary units to low-income buyers; $508,990.62 toward major and minor single family housing rehabilitation $185,951.13 towards Public Facilities and Infrastructure; and $1,008,201.73 in program administration. Over this five year period, the City assisted approximately 10,816 people through these programs, primarily low-moderate income. Additionally, the City received additional CDBG funding during the COVID pandemic and provided over $517,386 in CDBG funds toward rental assistance in addition to the $61,827.36 of public service funds, and $1.25 million of non-CDBG funding on behalf of the United Way of Monterey County benefiting 128 households. Additionally, the City provided $100,000 in CDBG-CV funds to both the Food Bank of Monterey County and Meals on Wheels, as well as $36,537 in CDBG-CV funds for Program Administration.

FY 2024-2025 Accomplishment Overview
The FY 2024-2025 CDBG projects and programs focused on continued support of public services, preservation of existing affordable ownership units, and housing rehabilitation grants.

Public Service Grant Program Highlights:
 Eleven (11) Public Service programs were funded $105,458.98. Public services were provided to approximately 1,615 low and moderate income households and individuals including services for seniors, persons with disabilities, homeless persons, youth and families. The Public Service agencies providing services to Monterey residents include:

Community Human Services (Casa de Noche Buena, Safe Place, and Shuman Heart House), Gathering for Women, Alliance on Aging, Josephine Kernes Memorial Pool, Interim, Inc., Eden Fair Housing, Court Appointed Special Advocates (CASA), Meals on Wheels, and Food Bank of Monterey County.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 4, Packet Page 174 №11/25
Housing Preservation Highlights:
 The City sold three (3) affordable housing units to low-income qualified first-time homebuyers and purchased three (3) affordable inclusionary housing units that require substantial rehabilitation.
 The City is in the process of completing the rehabilitation of three (3) affordable ownership units and will be completing the rehabilitation of these units in Fiscal Year 2025-2026.

Planning and Administration Highlights:

Housing staff monitored sub-recipients and completed planning and administration activities in FY 2024-2025 to ensure compliance with HUD regulations. City staff completed administrative activities that included the following:
 On-site monitoring of all public service agencies between April through July  Quarterly desk-monitoring of all expense and activity reports  Conducted the Annual Action Planning and Consolidated Planning for the FY 2025-2026 Annual Action Plan, and the FY 2025-2029 Consolidated Plan and submitted these documents to HUD
 Prepared the CAPER, Action Plan, and Consolidated Plan in the Integrated Disbursement and Information System (IDIS) as required by HUD
 Completed financial and programmatic accounting in IDIS to ensure funds were utilized in accordance with HUD requirements
 Completed NEPA Environmental Reviews for CDBG projects  Responded to HUD requirements for new Executive Orders and completed necessary changes to Consolidated Plan
The FY 2024-2025 CAPER is available for review on the City’s website:
monterey.gov/housing and directly via the following link:
https://files.monterey.gov/Document%20Center/CommDev/Housing%20Programs/Plans%20&%20 Reports/FY24-25-CAPER-Draft.pdf and is attached as Exhibit A to the resolution.

In conclusion, staff recommends that the City Council conduct a public hearing to hear community development needs, receive public comment, and adopt the FY 2024-2025 CAPER for Housing and Community Development Programs; and authorize submission to HUD.

The CAPER must be submitted to HUD by September 28, 2025. HUD reviews and comments on the CAPER and administrative changes to the document may be required.

KC/jv
Attachments: 1. Draft Resolution

2. Exhibit A
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.gov/Submitted-Comments
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 5, Packet Page 175 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24
ADOPTING THE FISCAL YEAR (FY) 2024-2025 CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER), AUTHORIZE SUBMISSION TO THE U.S.

DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), HOLD A PUBLIC

HEARING ON COMMUNITY DEVELOPMENT NEEDS, AND AUTHORIZING THE CITY

MANAGER TO MAKE ADMINISTRATIVE CHANGES TO THE DRAFT CAPER DOCUMENT AND AFTER THE SUBMITTAL AS REQUESTED BY THE U.S. DEPARTMENT OF HOUSING

AND URBAN DEVELOPMENT (HUD)
WHEREAS, the U.S. Department of Housing and Urban Development (HUD) requires submission of a Consolidated Annual Performance and Evaluation Report (CAPER) at the end of each fiscal year for all City programs utilizing Community Development Block Grant (CDBG) funds;
WHEREAS, a notice of the draft CAPER and CDBG Public Hearing was published in newspapers of general circulation including: the Monterey Herald on August 28, 2025 and in the Monterey County Weekly on August 28, 2025;
WHEREAS, the draft CAPER was made available on August 28, 2025, to the public on the City’ website and at the following locations:
 Office of the Planning Department, 570 Pacific St., Monterey, CA 93940  Office of Housing Programs, 570 Pacific St., Monterey, CA 93940  City Library, reference desk, 625 Pacific St., Monterey, CA 93940  Website: www.monterey.org/housing
In addition, on August 28, 2025, the City provided notification of the availability of the draft CAPER to the following groups through Constant Contact and email notification:
 Chief of Police for the City of Monterey
 CDBG Subrecipients (Nonprofits)
 Continuum of Care (CoC) for the Monterey County
 Business Association Representatives
 Neighborhood Association Presidents
 Social Action Groups
 Residents of Public and Affordable Housing;
WHEREAS the City completed CDBG projects and programs focused on continued support of public services, housing preservation programs, public facilities, and program administration activities to primarily benefit low to moderate income persons in the City of Monterey;
WHEREAS CDBG programs primarily served low to moderate income households and individuals, including seniors, persons with disabilities, people experiencing homelessness, youth, and families;
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 6, Packet Page 176 WHEREAS this CAPER concludes the 5-Year ConPlan Period FY 2020-2024. Over the five (5) year period, the City expended approximately the following amounts on the following programs: $813,993.92 toward Public Service Activities; $3,289,007.42 toward the Purchase and Resale Program of Inclusionary units to low-income buyers; $508,990.62 toward major and minor single family housing rehabilitation $185,951.13 towards Public Facilities and Infrastructure; and $1,008,201.73 in program administration. Over this five-year period, the City assisted approximately 10,816 people through these programs, primarily low-moderate income.

Additionally, the City received additional CDBG funding during the COVID pandemic. The City received funding and provided over $517,386 in CDBG funds toward rental assistance in addition to the $61,827.36 of public service funds, and $1.25 million of non-CDBG funding on behalf of the United Way of Monterey County benefiting 128 households. Additionally, the City provided $100,000 in CDBG-CV funds to both the Food Bank of Monterey County and Meals on Wheels, as well as $36,537 in CDBG-CV funds for Program Administration.

WHEREAS for Fiscal Year (FY) 2024-2025, the final year of the FY 2020-2024 Consolidated Planning period, the City of Monterey received a CDBG entitlement (EN) grant of $251,522. In addition, the City received $1,188,047.20 in Program Income (PI). In total in FY 2024-2025, the City received $1,439,569.20. These funds served approximately 1,615 primarily low-moderate income City residents through public service programs and activities and the City purchased three (3) affordable housing units for rehabilitation and resale, and three (3) homes were sold to low-income first-time home buyers;
WHEREAS, the plans are considered categorically excluded under the Federal National Environmental Policy Act (NEPA) guidelines (24 CFR Part 58). The plans are also exempt from the California Environmental Quality Act Guidelines (Article 19, Section 15301, Class 1, 15306, Class 6 and 15326, Class 26) because the projects proposed for funding include the public service grant program, non-profit and City public infrastructure projects (building rehabilitation, sidewalk repairs, and park repairs/improvements), housing preservation (acquisition and rehabilitation) and planning and administration. These are minor projects that involve social service programs and rehabilitation/minor improvements to existing facilities; and Furthermore, the project does not qualify for any of the exceptions to the categorical exemptions found at CEQA Guidelines Section 15300.2.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 7, Packet Page 177 Exception c - Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. The proposed action include the public service grant program, nonprofit and City public infrastructure projects, housing preservation and planning and administration and no significant effect was anticipated.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it adopt the Fiscal Year 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER) for Housing and Community Development Programs, attached hereto and incorporated by reference as Exhibit A; authorize submission to the U.S.

Department of Housing and Urban Development (HUD); and authorize the City Manager to make administrative changes to the Draft CAPER document after the submittal as may be requested by the U.S. Department of Housing and Urban Development (HUD).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 8, Packet Page 178

DRAFT CAPER
FY 2024-25
City of Monterey
Community Development Department
Housing Office
570 Pacific Street
Monterey, Ca. 93940
monterey.gov/housing
(831) 646-3995

CONSOLIDATED ANNUAL

PERFORMANCE REPORT

EXHIBIT A
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 9, Packet Page 179 City of Monterey FY 2024-25 CAPER i
Table of Contents
CR-05 - Goals and Outcomes .................................................................................................................... 1 CR-10 - Racial and Ethnic composition of families assisted...................................................................... 5 CR-15 - Resources and Investments 91.520(a) ......................................................................................... 6 CR-20 - Affordable Housing 91.520(b) ...................................................................................................... 9 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................12 CR-30 - Public Housing 91.220(h); 91.320(j) ........................................................................................... 16 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j).................................................................................... 17 CR-40 - Monitoring 91.220 and 91.230................................................................................................... 21 Citizen Participation Plan 91.105(d); 91.115(d)...................................................................................... 22 CR-45 - CDBG 91.520(c)........................................................................................................................... 24 CR-58 – Section 3 .................................................................................................................................... 25 Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 10, Packet Page 180 City of Monterey FY 2024-25 CAPER 1
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.

For Fiscal Year (FY) 2024-2025, the City of Monterey received a CDBG entitlement (EN) grant of $251,522.

In addition, the City received $1,188,047.20 in Program Income (PI) through the housing rehabilitation and homebuying activities, the program prior to CDBG, and other Program Income. The City received a total amount of $1,439,569.20in FY 24-25. The City was successful in meeting its timeliness test in FY 24- 25 and continues ongoing efforts to maintain timeliness in future years.

Over the 5-Year ConPlan Period FY 2020-2024, the City expended over $813,993.92 for Public Service Activities. The City’s ongoing Purchase and Resale Program of Inclusionary units to low-income buyers expended $3,289,007.42 over the five-year period. The City's major and minor single family housing rehabilitation program expended $508,990.62. The City expended $185,951.13 towards Public Facilities and Infrastructure. The City expended $1,008,201.73 in program administration. The City assisted over 10,816 people through these programs, primarily low-moderate income. For COVID, the City provided $517,386 in funds for housing rental assistance in addition to the $61,827.36 of public service funds.

To support the Annual Action Plan as well as the 2020-2024 Consolidated Plan, the City successfully focused on a wide array of planned activities in the fifth and final year of the FY 2020 - FY 2024 Consolidated Plan. The City continued to fund its ongoing public service programs that support Consolidated Plan goals that meet community and resident needs. Public service programs funded through CDBG included homeless individuals, disabled individuals, seniors, youth, and families. Public Service programs included: Alliance on Aging, Community Human Services Casa De Noche Buena, Community Human Services Safe Place, Community Human Services Shuman HeartHouse, Court Appointed Special Advocates (CASA), Eden Council for Hope and Opportunity (ECHO) Fair Housing Support Services, Food Bank of Monterey County, Gathering For Women, Interim, Inc., Josephine Kernes Memorial Pool, and Meals on Wheels. Approximately 1,615 primarily low-moderate income City residents were supported through these public service programs.

In FY 2024-2025, the City continued to fund home rehabilitation projects through its Housing Preservation Programs. In FY 2024-2025, the City successfully administered and completed rehabilitation projects for three (3) low-income households through the Housing Preservation Program grants.

The City has also continued to provide opportunities for low-income qualified first-time home buyers to purchase former inclusionary, deed restricted housing units through the Purchase and Resale Program.

The City purchased three (3) affordable housing units for rehabilitation and resale, and three (3) homes were sold to low-income first time home buyers this Fiscal Year. The City is projecting the resale of these rehabilitated units will occur in the following Fiscal Year 2025-2026.

Although not funded through CDBG, the City continues to manage affordable rental housing available to low-income households. These affordable rental units were primarily initially created through the City’s Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 11, Packet Page 181 City of Monterey FY 2024-25 CAPER 2
Inclusionary Housing Program. The City monitored approximately 533 market rate and deed restricted affordable rental and ownership housing units. The City is working with MidPen Housing to develop a 100% affordable housing project to feature 36 units behind City Hall between Madison Street, Van Buren Street, and Dutra Street. The City entered into an Exclusive Negotiating Agreement and is in the process of completing the Environmental Review for this project. The project is hoping to receive project based housing vouchers through the Housing Authority for this project.

The City has also operated a rental assistance program that is open on a monthly basis. The City of Monterey launched a Rental Assistance Program in April 2024 to address housing and affordability challenges for renters within the City. To date, the City has provided a total of $332,831 in assistance to over 100 low-income households.

Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.

Table 1 below reflects what was accomplished during the FY 2024-25 program year.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 12, Packet Page 182 City of Monterey FY 2024-25 CAPER 1
Table 1: Accomplishments
Sort
Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome
Indicator Actual
Percentage
Complete
1 Housing
opportunities
2020 2024 Affordable
Housing
Citywide Homelessness Prevention
Production of New Rental
Units for extremely lowincome. Production of New
Very Low-Income Rental Units
Production of New LowIncome Rental Units
Production of New ModerateIncome For sale and Ren
Preserve LMI Deed Restricted
Ownership Units
CDBG:
$1,169,643.34
Homeowner
Housing
Rehabilitated: 15
Household Housing
Unit
3 Household Housing
Units
20%
2 Suitable Living
Environment
2020 2024 Affordable
Housing
Homeless NonHomeless
Special Needs
Non-Housing
Community
Development
Citywide Homelessness Prevention
Public Service: Emergency
housing assistance Economic
development Public Services:

Homeless counseling Landlord
Tenant Counseling/Legal
Assistance/Fair H Public
Service: Job training Public
Service: Job generating
activities Public Services:

Counseling for at-risk youth
Public Services: After school
programs Public Services:

Emergency preparedness
Public Services:

Transportation Public
Services: Healthcare Public
Services: Homeless outreach
Public Services: Homeless
mental health
CDBG:
$105,458.98
Public service
activities other
than
Low/Moderate
Income Housing
Benefit: 1750
Persons Assisted
1,615
Persons Assisted

92.28%
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 13, Packet Page 183 City of Monterey FY 2024-25 CAPER 2
3 Creating
affordability
2020 2024 Affordable
Housing
Homeless NonHomeless
Special Needs
Non-Housing
Community
Development
Citywide Homelessness Prevention
Public Service: Emergency
housing assistance Economic
development
CDBG: $0 Other: 0 Other 0 0.00%
4 Public
Infrastructure
2020 2024 Non-Housing
Community
Development
Delmonte -
Laguna Grande
Van Buren Street
Lower Old Town
El Estero
Citywide
Permanent and Supportive
Housing Emergency Shelters
Public Facilities: Parks Public
Facilities: recreational
facilities Public Facilities:

Youth centers Public Facilities:
senior centers Public
Facilities: neighborhood
community centers Public
Facilities: Healthcare facilities
Infrastructure improvements:

Sewer/street improvements;
Infrastructure improvements:

Street Improvements
Infrastructure improvements:

Safe Routes to School
Infrastructure improvements:

Sidewalk/Curb Improve
Infrastructure improvements:

Infrastructure support;
Infrastructure ADA
CDBG: $0 Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit: 150
Persons Assisted
0 0.00%
5 Economic
development
2020 2024 Non-Housing
Community
Development
Economic
development
Citywide Economic Development CDBG: $0 Businesses
assisted: 0
Businesses
Assisted
0 0.00%
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 14, Packet Page 184 City of Monterey FY 2024-25 CAPER 3
6 Program
Administration
2020 2024 Affordable
Housing
Homeless NonHomeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
Citywide Homelessness Prevention
Public Service: Emergency
housing assistance Economic
development Low Barrier
Homeless Shelters Public
Services: Homeless counseling
Landlord Tenant
Counseling/Legal
Assistance/Fair H Production
of New Rental Units for
extremely low-i Production of
New Very Low-Income Rental
Units Production of New LowIncome Rental Units
Production of New ModerateIncome For sale and Ren
Preserve LMI Deed Restricted
Ownership Units Public
Service: Job training Public
Service: Job generating
activities
CDBG:
$57,586.65
Other: 1 Other 0 0.00%
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 15, Packet Page 185 City of Monterey FY 2024-25 CAPER 4
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

The 2020-2024 Consolidated Plan concentrates on decent housing, a suitable living environment for lowand very low-income households, seniors, persons with special needs, and individuals experiencing homelessness, as well as programs for public facility improvements in low- and moderate-income (LMI) residential areas. Activities undertaken in FY 2024-2025 addressed priority goals set forth in the Consolidated Plan. For example, direct assistance was provided to low-income and homeless individuals through services such as case management, outreach, and varying forms of support. Moreover, rehabilitation assistance was provided to homeowners through various programs to address the goals of improving housing opportunities for low- and moderate-income level households and maintaining suitable living environments.

In FY 2024-2025, the City of Monterey continued to successfully provide support to LMI residents through CDBG funded activities. Examples include:
• Funding to public service agencies providing direct services to homeless individuals, seniors, disabled individuals, and low-income individuals throughout the community; • Funding to low-income homeowners to assist with home repair, rehabilitation, and accessibility improvements; and
• Preparing for the ongoing purchase and resale of housing units with the goal of preserving lowincome homeownership opportunities in the City.

In FY 2024-2025, the City’s allocation of $251,522 in CDBG funds for public services, particularly public service agencies, resulted in the assistance of 1,615 Monterey residents.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 16, Packet Page 186 City of Monterey FY 2024-25 CAPER 5
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
Table 2: Table of assistance to racial and ethnic populations by source of funds CDBG
White 873
Black or African American 112
Asian 124
American Indian or American Native 16
Native Hawaiian or Other Pacific Islander 17
Total 1,618
Hispanic 495
Not Hispanic 1,123
Narrative
During FY 2024-2025, the City was successful in collecting demographic data for 1,618 persons served with CDBG funds. Table 2 above shows the racial and ethnic composition of the families assisted. The total number served is reflected in Table 2 and includes those assisted through home rehabilitation and public service agencies, but excludes five (5) racial beneficiaries, such as Other/Multi-Racial and Black/African American and White, all of which total 476 persons. In all, the total number of persons assisted was 1,618, 495 of which were Hispanic.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 17, Packet Page 187 City of Monterey FY 2024-25 CAPER 6
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal 1,577,751.11 1,445,904.94
Narrative
As in recent years, the City was successful in expending enough funds to meet the Department of Housing and Urban Development’s (HUD) annual timeliness test in FY 2024-2025 (Table 3).

The City’s CDBG Program Income (PI) funds are leveraged with their CDBG entitlement:

1. Entitlement ($251,522)

2. Program Income ($1,188,047.20)
Together, the above funds equate to a total of $1,577,751.11 and provide the total budget for the City’s Community Development Housing Programs for FY 2024-2025.

Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
Citywide 100 100
Projects will benefit eligible City of
Monterey residents on a citywide basis.

Delmonte -Laguna
Grande
El Estero
Historic Downtown
Van Buren Street
Lower Old Town
Narrative
Across the City of Monterey, there are six (6) Census Block Group areas that qualify for low-mod area benefit. These Census Block Groups are: 125-02, 127-01, 120-02, 133-1, 133-03, and 133-04. All CDBG and housing fund activities were distributed city-wide (Table 4).

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 18, Packet Page 188 City of Monterey FY 2024-25 CAPER 7
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

Leveraging additional local and state resources with the CDBG entitlement grant was a main focus in FY 2024-2025. Building partnerships and providing CDBG funding to various public service agencies, such as Community Human Services (CHS), allows organizations to both remain operational and leverage their own resources with the ultimate goal of yielding higher capacity and additional services offered. For example, as the City continued to provide CDBG funding to CHS for their homeless outreach and emergency shelter programs, the organization continued to operate their shelter, Shuman HeartHouse, which opened its doors to Monterey in Fall of 2023.

In FY 2024-2025, the City committed a total of $105,458.98 of CDBG funds to eleven (11) public service activities. CDBG public service funds were leveraged significantly with local nonprofit agency funds. The various local organizations provided supportive services such as counseling, emergency shelter, homeless programs, programs for disabled individuals, senior programs, and other programs for low-income Monterey residents. Eleven public services agencies utilized$105,458.98. These agencies utilized100% of their allocated funding.

The Housing Authority of the County of Monterey (HACM) also provides a variety of services to the City of Monterey and Monterey County residents, including Housing Choice Vouchers, Project Based Vouchers (PBV), Rental Assistance Demonstration (RAD) Housing, Project Based Rental Assistance (PBRA), Farm Labor Housing, Tax Credit Housing, Transitional Housing, Migrant Housing, and other affordable housing programs. Currently, the City of Monterey has 364 Housing Choice Vouchers utilized within City limits in 2024-2025.

In addition, HACM owns rental properties in the City, including Casanova Plaza 800 Casanova Avenue (86 total units for seniors and disabled persons - 17 of the 86 units have project based vouchers, the remaining 69 units have housing choice vouchers), Oak Grove (1100 Second Street -5 Low and Very Low income units), 531 Watson St (5 RAD units), 242 and 243 Montecito Ave (8 RAD units) and Portola Vista at 20 Del Monte Avenue (64 units for seniors and disabled persons). Apartment units continued being offered at affordable rents to eligible families, seniors, and persons with disabilities.

HACM also provides clients with information about fair housing laws and helps with finding available rental units. Tenant-landlord counseling and investigation of discriminatory housing complaints is additionally available to City of Monterey residents who are clients of HACM. Moreover, HACM partners with a wide array of community nonprofit organizations, City and County agencies, and State organizations to address affordable housing and housing shortage issues facing the jurisdiction.

In addition to the above, the City receives Permanent Local Housing Allocation (PLHA) grant funds from the State of California. PLHA is a formula grant to entitlement jurisdictions that is based on the formula used under federal law for CDBG. City Council authorized the use of PLHA funds to cover pre-development Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 19, Packet Page 189 City of Monterey FY 2024-25 CAPER 8
costs for the 100% affordable housing project behind City Hall. PLHA funding was also used to fund various public service agencies in the City that assist with either homeless outreach/navigation centers and emergency shelter programs.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 20, Packet Page 190 City of Monterey FY 2024-25 CAPER 9
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderateincome, and middle-income persons served.

Table 5 – Number of Households
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 18 3
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 18 3
Table 6 – Number of Households Supported
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 16 3
Number of households supported through
Acquisition of Existing Units 2 0
Total 18 3
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

During FY 2024-2025, the City continued its housing rehabilitation programs through the provision of grants for eligible low-income homeowners. The City assisted three units with single family housing rehabilitation. Rehabilitation completed included: three (3) rehabilitation projects through the City’s Purchase and Resale Program.

As portrayed in Table 5 and Table 6 and above, the City met goals for acquisition and sold three (3) affordable housing units to low-income qualified first-time home buyers. The City also purchased three (3) affordable housing units that will require substantial rehabilitation. The City projects that the resale of the rehabilitated units will occur in the following Fiscal Year 2025-2026.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 21, Packet Page 191 City of Monterey FY 2024-25 CAPER 10
Over the Con Plan period, rehabilitation costs have increased exponentially, and fewer households are assisted with the same amount of funds in years past. The City was successful in assisting low-moderate income households and maintained its housing rehabilitation available to the community.

Discuss how these outcomes will impact future annual action plans.

There is a continued need for available housing units for extremely low, very low, and low-income households in the City of Monterey. The City’s housing division strives to explore opportunities with regional public service providers, local nonprofit housing developers, and neighboring jurisdictions for the development of new housing units in the region.

The City entered into an Exclusive Negotiating Agreement with MidPen Housing for the development of a 100 percent affordable housing project to feature 36 units behind City Hall between Madison Street, Van Buren Street, and Dutra Street.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Table 7 – Number of Households Served
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 1435 0
Low-income 98 0
Moderate-income 35 0
Total 1565 0
Narrative Information
CDBG funds were allocated for eleven (11) public services programs, which in total served primarily lowincome individuals including seniors, youth, persons with disabilities, homeless, and households at risk of homelessness, and low-income households. Echo Fair Housing provided fair housing and tenant landlord services. Alliance on Aging provided tax assistance and ombudsman services as well as referrals for other programs to low-income seniors. Approximately 97% of those who received support from public service agencies through CDBG were low- to moderate-income.

The City continued its Housing Preservation Programs which are dependent on determining household income based on family size. Of the three (3) households assisted through Housing Preservation Programs, all were low-income.

The City’s Purchase and Resale Program purchased three (3) affordable housing units for rehabilitation and resale, and three (3) homes were sold to low-income first time home buyers this Fiscal Year. The Purchase and Resale program will continue to provide opportunities to low-income qualified first-time homebuyers to purchase former inclusionary, deed restricted housing units that will be resold to lowincome first time home buyers. The City is currently working with low-income first time home buyers who Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 22, Packet Page 192 City of Monterey FY 2024-25 CAPER 11
are in line to purchase units that come available in the near future. First time home buyers attend a HUD certified First Time Homebuyer Class in order to prepare them for ownership.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 23, Packet Page 193 City of Monterey FY 2024-25 CAPER 12
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The Coalition of Homeless Service Providers (CHSP) is the Continuum of Care (CoC) for the Counties of Monterey and San Benito and includes the City of Monterey. Every two years, in the month of January, communities across the United States conduct a Point-in-Time (PIT) count of the local population experiencing homelessness. For 2024, the CoC conducted its PIT county on January 31. These counts collect information on individuals and families residing in temporary shelters and places not meant for human habitation and ultimately help the federal government to better understand the nature and extent of homelessness nationwide. As required by the HUD, jurisdictions receiving federal funding to provide homeless services, CoCs must report the findings of their local PIT count to HUD. Information gathered through the PIT survey is used by the CHSP to understand the issues associated with homelessness, including causes of homelessness, service needs of the homeless, the region’s unmet housing needs, and trends over time of homelessness in the region.

A total of 2,436 persons were counted in the County of Monterey. In the City, a total of 221 were counted as homeless, a 119 percent increase from the count in 2022. No specific data on the characteristics of people experiencing homelessness in the City of Monterey is available from the PIT. Countywide, the homeless population increased by 19 percent since 2022. The number of sheltered in the City was 80 and 141 unsheltered. The numbers show that the City is home to the third highest homeless population in Monterey County.

The 2024 Monterey County Homelessness PIT Count and Report identifies financial issues such as job loss or eviction as the primary cause of homelessness in the County, followed by alcohol or drug use. The inability to afford rent and not enough income were top obstacles to obtaining permanent housing.

The 2024 Monterey County Point-In-Time (PIT) Homeless Count found the County-wide homeless population was 2,436, including 221 persons identified within Monterey.

According to the 2024 Monterey Point-In-Time (PIT) Count, there are 2,436 persons experiencing homelessness countywide, including 1,883 unsheltered individuals and 553 sheltered individuals. The homeless population countywide has increased slightly from 2,422 in 2019 and 2,047 in 2022. In the City of Monterey, there are 221 persons experiencing homelessness, including 141 unsheltered individuals and 80 sheltered individuals.

The homeless population in the City represents 9.1 percent of the homeless population countywide. The unhoused population in the City has increased significantly since the 2022 PIT Count, which identified only 101 unhoused residents, an increase of 119 percent during this period. When looking at the population from the 2023 5-year ACS estimates, the City has a higher per capita of people experiencing homelessness than the County (0.74 in the City versus 0.55 Countywide) Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 24, Packet Page 194 City of Monterey FY 2024-25 CAPER 13
In-depth surveys are conducted as part of the PIT for the County. While survey specific data does not exist at the City level, County-level data indicated that six percent of survey respondents reported currently experience domestic/partner violence or abuse at the time of the PIT count. This percentage has decreased since 2022 (10 percent). Additionally, 34 percent responded that they had been physically, emotionally, or sexually abused in their lifetime. Victims of domestic violence may require special services to find housing, especially single mothers who may also be responsible for childcare expenses.

The 2019-2023 ACS estimates that approximately 35 percent of the City’s female-headed families, with no spouse present and with children under 18 years of age are living below the poverty level in 202 compared to 5 percent of married-couple families with children under 18 years of age.

An ongoing homeless assistance strategy has been the provision of financial assistance for community organizations that provide services that connect both those at risk of becoming homeless and currently homeless to housing, shelter, and other services. Community organizations that were assisted include Community Human Services, Interim, Inc., and Gathering for Women. These organizations provide sheltered bed at night, outreach, case management, counseling, and other support services. Through the City’s continued CDBG funding to these organizations, services and outreach are directed to those at risk of becoming homeless or are experiencing homelessness.

In FY 2024-2025, the City continued to provide CDBG grants to community service organizations that serve homeless needs. This strategy has been an ongoing effort for the City to connect homeless individuals and families and those at risk of becoming homeless with needed services. Five (5) organizations were awarded CDBG grants totaling $68,238.59 for the following services:
• Casa de Noche Buena by Community Human Services ($9305.21): Emergency shelter serving single homeless persons and families with children;
• Safe Place by Community Human Services ($11,786.59): Homeless outreach and support for homeless individuals and at-risk youth;
• Shuman HeartHouse by Community Human Services ($11,786.59): Emergency shelter serving single homeless persons and families with children;
• The Food Bank of Monterey County ($11,786.59): Nutrition support to the homeless population; • Gathering for Women ($11,786.59): Case management and day-center services to assist homeless persons; and
• Interim, Inc. ($11,786.59): Homeless services, emergency shelter in motels, street outreach, and case management for people with mental illness.

Addressing the emergency shelter and transitional housing needs of homeless persons The City of Monterey continued to allocate CDBG funds to community service organizations that provided direct services to homeless persons. Public services funding was provided to Community Human Services’ Casa de Noche Buena and Shuman HeartHouse for emergency shelter services serving single homeless persons and families with children and Interim, Inc. for street outreach, and emergency shelters in motels.

In addition, Gathering for Women, an organization serving homeless persons and offering shelter referrals, was supported by the City as well.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 25, Packet Page 195 City of Monterey FY 2024-25 CAPER 14
As the City is committed to addressing the emergency shelter and transitional housing needs of the community’s homeless population, they will continue to coordinate with and maintain strong relationships with the community organizations. The City continues to search for new ways to assist its homeless population’s shelter and housing needs.

In addition to regional CoC coordination, the City partners with the Monterey Police Department (MPD)to facilitate outreach to unhoused individuals. Outreach efforts for persons experiencing homelessness are leveraged by Police Department funds. In coordination with the MPD, the City will:
• Provide workstations at the Monterey Police Department for service provider staff to facilitate solutions for the unhoused and collaboration with MPD officers; • Connect unhoused people with domestic violence workers, social workers, women's services, adult protective services, mental health and drug treatment programs, veterans’ programs, long term housing solutions; and other relevant services;
• Abate illegal encampments to prevent beach erosion, public health problems, environmental damage, nuisance conditions, and fire hazards; and
• Publish information about these collaborative efforts via the City website.

The Monterey Police Department (MPD) has collaborated with many agencies to address some of the prevalent issues affecting our community. Some of these issues include homelessness, quality of life complaints, substance abuse, chronic problems, etc. These issues are more readily resolved by partnering with various governmental and non-governmental entities.

Social workersfrom Adult Protective Services (APS), Montage Health, Monterey County Behavioral Health, and Interim Inc. partner with Officers from MPD to form the Multi-Disciplinary Outreach Team (MDOT).

MDOT makes numerous daily contacts with the unhoused population in Monterey. In 2024, MDOT assisted 147 individuals with different services. These services included obtaining Identification, hotel vouchers, gasoline cards, food security, and scheduling Doctor appointments. MDOT also helped 10 individuals get into temporary or permanent housing.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The Coalition of Homeless Services Providers is the lead agency for the Continuum of Care in the County of Monterey. The Coalition’s Leadership Council oversees the Lead Me Home Plan, which the City has participated in since 2013. Lead Me Home is a 5-year plan (2021-2026) that describes strategies to reduce homelessness over the five-year period from July 2021 to June 2026. The Plan’s framework was built upon using tools such as system assessment, predictive analysis, and community input process.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 26, Packet Page 196 City of Monterey FY 2024-25 CAPER 15
Objectives and priorities for addressing homelessness in the County of Monterey were incorporated into the City’s Consolidated Plan and will continue to inform future Consolidated Plan goals as well as Annual Action Plan activities. The Coalition of Homeless Services Providers works in close coordination with the City’s CDBG subrecipients. Community Human Services’ Safe Place program provided homeless outreach and support to homeless persons and at-risk youth while their Casa De Noche Buena and Shuman HeartHouse emergency shelter served homeless persons and families with children; Interim, Inc. provided homeless services including emergency shelter in motels, street outreach and case management for persons with mental illnesses; and Court Appointed Special Advocates (CASA) advocated for children in the foster care system. In addition, Interim Inc.’s Manzanita House provided short-term crisis residential services.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
In FY 2024-2025, the City continued to allocate CDBG funds to serve organizations that assist the homeless population and those who are at-risk of becoming homeless. Interim, Inc. provided street outreach and intensive case management to 29 newly homeless individuals. The City also continued to support Community Human Services (CHS) with three (3) programs: the Safe Place program which provided homeless outreach and support to 105 homeless individuals and at-risk youth, Casa De Noche Buena emergency shelter which served 202 single homeless persons and families with children, and Shuman HeartHouse emergency shelter which served 260 single homeless persons and families with children.

Furthermore, the City also continued to support Gathering for Women which provided 153 homeless persons with case management and day-center services.

In addition to the public service agencies discussed above, the City allocated CDBG funds to the Food Bank of Monterey County, Meals on Wheels for seniors and disabled persons, Alliance on Aging for low-income senior tax assistance, Josephine Kernes Memorial Pool therapy program from low-income seniors and disabled persons, Court Appointed Special Advocates for children in foster care, and ECHO Fair Housing Support Services for low-income households. Supportive services provided by each of these organizations helps the City’s low-income population by improving quality of life and meeting needs.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 27, Packet Page 197 City of Monterey FY 2024-25 CAPER 16
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City consults with the Housing Authority of the County of Monterey (HACM) when creating the Consolidated Plan and the Strategic Plan. The Housing Authority of the County of Monterey (HACM), a public agency, provides rental subsidies and develops and manages affordable housing projects throughout Monterey County. There are approximately 177 affordable housing units within the City of Monterey. HACM also administers the Housing Choice Voucher Program (HCV), a rental subsidy program for lower income (up to 50 percent AMI) families and seniors. Of the 4,419 HCVs in use in the County, 364 are allocated for the City of Monterey. The City will continue to coordinate with HACM as the regional housing authority and affordable housing provider whenever and wherever possible in future fiscal years.

HACM has completed the conversion of all public housing projects into project-based tenant assistance.

Currently, there are no longer any public housing in Monterey County.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
HACM promotes sufficiency and asset development of resident families and individuals by encouraging participants in the HCV program to sign up for the Family Self-Sufficiency program and the POWER project.

HACM also assists families who are able to become homeowners by utilizing various options including Section 8 vouchers and working with the communities to provide down payment assistance to clients.

These programs continued in FY2024.

Actions taken to provide assistance to troubled PHAs
The Housing Authority of the County of Monterey is not currently troubled, nor has it been in recent years.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 28, Packet Page 198 City of Monterey FY 2024-25 CAPER 17
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The 2020-2024 Consolidated Plan identifies housing costs and affordability as the most significant housing problems facing the City of Monterey. Households earning below 80 percent of Monterey’s AMI are most impacted by the lack of affordable rental and ownership housing units. While market rate rental units in the City are generally affordable for moderate-income households up to 20 percent of AMI, the supply of housing is generally limited. Simultaneously, the inventory of very-low and low-income units in the City is not sufficient enough to meet resident needs. Even more so, the lack of available water and land leaves the development of new units as extremely limited.

Housing is classified as ‘affordable’ if households do not pay more than 30 percent of their annual income on rent or mortgage. Otherwise, if a household is paying more than 30 percent of their annual income on rent or mortgage, they are classified as ‘housing burdened.’ Both Census and survey data highlight that a high percentage of low-income and below households in the City of Monterey experience housing costs at 30 percent or greater of their household income. Coupled with the number of homeless individuals and families in the City, there is an evident need for housing units that are affordable to extremely low-income households. In the fourth year of the Consolidated Plan, the City is consistently exploring funding strategies that can be utilized to develop new availability of extremely low, very low, and low-income rental units.

A potential barrier to housing opportunities can be related to public policies. Such policies include tax policy, land use controls, zoning ordinances, building codes, fees and charges, growth limits, and other policies that affect the return on residential investment. Amending local zoning and land use laws or allocating funding for affordable housing through grants are mechanisms that can support the development of affordable units. Changes in policies can also help a community to overcome disparities in access to opportunity by the implementation of plans that will revitalize areas with existing affordable housing by improving services, schools and other community assets, sidewalks, and other infrastructure.

Policies to guide future development and achieve a vision for the community are contained in the City’s General Plan. Two of the seven State mandated General Plan elements—Housing and Land Use Elements—have direct impact on the local housing market in terms of the amount and range of housing choice. The Zoning Ordinance, which implements the Land Use Element, is an important document that influences the amount and type of housing available in a community—the availability of housing choice.

A Housing Element that complies with State law is presumed to have adequately addressed its policy constraints. According to HCD, as of October 4, 2024, the City of Monterey’s 2023-2031 Housing Element was found to be in compliance.

Specific to the City, a primary barrier continues to be a shortage of developable land with adequate utilities. A limited availability of land without utilities makes it expensive and infeasible for an affordable Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 29, Packet Page 199 City of Monterey FY 2024-25 CAPER 18
residential development. There is no water for new development. Due to limited regional water supply, residential development is prevented. All of the City’s watersupply has already been allocated to projects.

However, some existing properties have water creditsthat can be allocated to new housing development.

The City has also identified underutilized sites with water credits and the location of these areas are mapped in the City’s specific plans.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) In FY 2024-2025, the City continued to support the Van Buren Senior Housing project (developed on Cityowned land), the Monterey Hotel Apartments (solely funded with former Redevelopment Agency housing funds), and the Estrella Apartments (funded by HOME grant). These three (3) projects provide affordable housing to low- to moderate-income households and were identified as high priorities in the 2020-2024 Consolidated Plan. In the fourth year of the Consolidated Plan, the City continues to address the goal of improving housing opportunities for low- and moderate-income levels. For example, the City is in the early stages of developing a new 100% affordable housing project on City-leased land located behind City Hall.

As stated throughout this report, the City provided grants through CDBG to public service organizations all of which provide important support services to low-income populations in order to boost quality of life for populations served. Several organizations that received CDBG funds in FY 2024-2025 include the Food Bank of Monterey County, Meals on Wheels for seniors and disabled persons, Alliance on Aging for lowincome senior tax services, Josephine Kernes Memorial Pool for low-income senior and disabled persons therapy, and ECHO Fair Housing for low-income household supportive services.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Monterey’s Housing Office administers and manages a minor Housing Rehabilitation Program which is funded through CDBG and includes grants offered to low-income households. Minor rehabilitation programs offered to homeowners in need of minor repairs for home maintenance that improve overall housing quality, including funds for emergency health and safety repairs to meet code, and assistance to homeowners with installation of accessibility features for disabled household members.

These grant programs are available to low-income households and each rehabilitation project is tested for lead-based paint if the unit is built before 1978. If lead-based paint is discovered, the City utilizes allocated CDBG funds to abate the hazard. Additionally, the City will test for asbestos if needed. In FY 2024-2025, the City assisted 3 low-income households through these CDBG-funded housing rehabilitation projects. In future fiscal years, the City will continue to allocate CDBG funding for the Mr. Fix-It, Home Safety, and Home Accessibility grant programs.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Through CDBG grant allocations in FY 2024-2025, the City provided funding to public service organizations for important supportive services to homeless and low-income populations and allocated funding to their own programs. Programs, services, and organizations included the following:

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 30, Packet Page 200 City of Monterey FY 2024-25 CAPER 19
• Alliance on Aging – Tax assistance and ombudsman services for low-income seniors in need; • Food Bank of Monterey – Food donations;
• Gathering for Women – Case management and day-center services for homeless persons; • Interim, Inc – Homeless services, emergency and temporary housing, and case management for persons with mental illnesses;
• Josephine Kernes Memorial Pool – Exercise and therapy for seniors and disabled persons; • Meals on Wheels – Meal delivery to homebound seniors and disabled persons; • ECHO Fair Housing Supportive Services – Fair housing support to low-income households; • Court Appointed Special Advocates (CASA) – Program advocating for children in foster care; • Community Human Services Safe Place – Homeless and at-risk youth outreach and support; • Community Human Services Casa De Noche Buena – Emergency shelter for single homeless persons and families with children;
• Community Human Services Shuman HeartHouse – Emergency shelter for single homeless persons and families with children.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) Since 2013, the City has been participating in the Coalition of Homeless Services Providers (lead agency for the County of Monterey’s Continuum of Care) Leadership Council’s oversight of the Lead Me Home plan. Lead Me Home is a 5-year plan (2021-2026) that aims to reduce homelessness through strategies and with the support of the community. The vision of the Plan is that all people in the Monterey and San Benito Counties should have access to affordable housing and services that will stabilize their lives.

Objectives and priorities for addressing homelessness in the County of Monterey were incorporated into the City’s Consolidated Plan and will continue to inform future Consolidated Plan goals as well as Annual Action Plan activities.

As the Coalition works in close coordination with the City of Monterey’s CDBG subrecipients, the City remains in regular contact and coordination with providers in the region. Furthermore, the City also consults with the Housing Authority of the County of Monterey (HACM) and with Eden Council for Hope and Opportunity, both of which are regional agencies providing vital services in the community.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City continues to work with various public service agencies that provide strategic and crucial services to City residents, such as outreach and education regarding affordable housing and housing placement.

In FY 2024-2025, the City aimed to maintain and strengthen its relationships with these public service agencies and is consistently searching for new avenues to bolster these established relationships and develop new ones as well.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 31, Packet Page 201 City of Monterey FY 2024-25 CAPER 20
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) U.S. Department of Housing and Urban Development no longer requires an analysis of impediments to fair housing choice. Nevertheless, the City continues to provide fair housing services to ensure equal access to housing for all.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 32, Packet Page 202 City of Monterey FY 2024-25 CAPER 21
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements In FY 2024-2025, the City conducted monitoring of all CDBG subrecipient public service agencies and identified no findings. The City of Monterey has the following seven-step monitoring process for its subrecipients:

1. Risk Analysis for subrecipients,

2. Quarterly desk monitoring of activity and expense reports (any identified issues are worked out through quarterly desk monitoring and corrections),

3. Pre-monitoring questionnaire for subrecipients,

4. Desk Review for subrecipients with a high score on the risk analysis or pre-monitoring questionnaire,

5. Request for site visit (if needed),

6. On-Site monitoring visits to review grant documentation and procedures,

7. Monitoring letter sent with recommendations, findings, and next steps, and

8. Intervention for subrecipients that do not respond or fail to make corrective actions.

In addition, the City follows all HUD-approved procurement guidelines and tracks both Section 3 as well as MBE/WBE participation in all federally funded public contracts. As part of the Home Repair Grants Program, the City regularly contracts minority business owners. The City also participates in regional planning efforts to ensure comprehensive planning, including the regional Assessment of Fair Housing in partnership with other jurisdictions across the County of Monterey.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 33, Packet Page 203 City of Monterey FY 2024-25 CAPER 22
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

The City of Monterey published notice of the FY 2024-2025 CAPER public hearing on September 16 2025.

The 30-day public comment period began on August 28, 2025, and closed on September 16, 2025. The City Council conducted the public hearing on September 16, 2025.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 34, Packet Page 204 City of Monterey FY 2024-25 CAPER 23
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

Goals and priorities that were specified in the 2020-2024 Consolidated Plan guided the City’s Annual Action Plan activities. No changes were made to the 2024-2025 Annual Action Plan. The City continued to prioritize the successful completion of the Timeliness Spending Plan according to an established internal process and long-range plans that help maintain timeliness while meeting other CDBG program objectives.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 35, Packet Page 205 City of Monterey FY 2024-25 CAPER 24
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 36, Packet Page 206 City of Monterey FY 2024-25 CAPER 25
CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Table 8 – Total Labor Hours
Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 9 – Qualitative Efforts - Number of Activities by Program Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships).

Indirect training such as arranging for, contracting for, or paying tuition for, offsite training.

Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Outreach efforts to identify and secure bids from Section 3 business concerns.

Technical assistance to help Section 3 business concerns understand and bid on contracts.

Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.

Provided or connected residents with assistance in seeking employment including: drafting resumes, preparing for interviews, finding job opportunities, connecting residents to job placement services.

Held one or more job fairs.

Provided or connected residents with supportive services that can provide direct services or referrals.

Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.

Assisted residents with finding child care.

Assisted residents to apply for, or attend community college or a four year educational institution.

Assisted residents to apply for, or attend vocational/technical training.

Assisted residents to obtain financial literacy training and/or coaching.

Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.

Provided or connected residents with training on computer use or online technologies.

Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.

Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 37, Packet Page 207 City of Monterey FY 2024-25 CAPER 26
Other.

Narrative
Not applicable.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 38, Packet Page 208 Adjustments to PR26 Program Year 2024
Line 01 of PR26 was adjusted to reflect the total amount of unexpended funds at the end of the prior fiscal year (2023 – 2024). Unexpended funds for FY2024-2025 include available PI in the amount of $107,538.82 and available EN in the amount of $965.63. Moreover, the amount of $23,341.72 for Acquisition & Rehabilitation (IDIS Activity ID 717) wasn’t marked in prior year and will be expended in FY2025-2026.This totals to $131,846.17, which is reflected on line 16.

Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 39, Packet Page 209 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 1
13:05
08-27-25
Program Year 2024

MONTEREY , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)

MONTEREY , CA
2,024.00
138,181.91
251,522.00

0.00 0.00
1,188,047.20

0.00 0.00

0.00 0.00
1,577,751.11
1,388,318.29

0.00 1,388,318.29
57,586.65

0.00 0.00
1,445,904.94
131,846.17

0.00 0.00
1,388,318.29

0.00 1,388,318.29
100.00%
PY: PY: PY:

0.00 0.00

0.00%
105,458.98

0.00 0.00

0.00 105,458.98
251,522.00
451,541.07

0.00 703,063.07

15.00%
57,586.65

0.00 0.00

0.00 57,586.65
251,522.00
1,188,047.20

0.00 1,439,569.20

4.00%
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 40, Packet Page 210 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 2
13:05
08-27-25
Program Year 2024

MONTEREY , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.

LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.

LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2023
2021
2023
3 3
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
4 4
4 4
702
702
719
719
719
721
721
721
726
726
726
727
727
727
727
728
728
728
728
720
720
720
722
722
722
722
718
718
718
718
724
724
724
724
725
723
729
705
669
706
6963825
6985051
6994285
7037206
7057989
6994285
7018694
7037206
6994285
7018694
7037206
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
6994285
6987446
6963825
7056426
6963825
Laguna Grande Park
Laguna Grande Park
Gathering for Women
Gathering for Women
Gathering for Women
Interim Inc.

Interim Inc.

Community Human Services - Safe Place
Community Human Services - Safe Place
Community Human Services - Safe Place
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Alliance on Aging
Alliance on Aging
Alliance on Aging
Meals on Wheels
Meals on Wheels
Meals on Wheels
Meals on Wheels
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
ECHO Fair Housing
ECHO Fair Housing
ECHO Fair Housing
ECHO Fair Housing
Court Appointed Special Advocates - CASA
Food Bank for Monterey County
Down Payment Assistance - 820 Casanova Ave. #62
Housing Rehab Grant Program
Housing Rehabilitation/Acquisition
Acquisition & Rehabilitation
03F
03F
03F
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05J
05J
05J
05J
05J
05N
05N
05W
05W
13B
13B
14A
14A
14G
14G
LMA
LMA
Matrix Code 03F
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
Matrix Code 05N
LMC
Matrix Code 05W
LMH
Matrix Code 13B
LMH
Matrix Code 14A
LMH
LMH
$44,284.00
$12,820.97
$57,104.97
$6,193.40
$4,321.59
$1,271.60
$9,064.04
$2,039.16
$683.39
$7,072.48
$1,889.75
$2,824.36
$4,608.76
$1,103.50
$2,311.98
$1,280.97
$4,965.45
$1,158.75
$3,084.54
$2,577.85
$56,451.57
$3,101.74
$1,716.01
$1,385.72
$5,786.59
$2,150.00
$1,924.00
$1,926.00
$17,990.06
$2,791.50
$930.54
$930.54
$930.54
$5,583.12
$5,013.18
$1,371.33
$1,346.88
$705.33
$8,436.72
$5,210.92
$5,210.92
$11,786.59
$11,786.59
$39,656.00
$39,656.00
$16,455.00
$16,455.00
$69,262.98
$43,421.13
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 41, Packet Page 211 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 3
13:05
08-27-25
Program Year 2024

MONTEREY , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2024
2024
2024
Total
4 4
4 4
4 4
4 4
4 4
706
706
706
706
706
706
706
717
717
717
6964105
6980365
6985038
6985051
6987949
7018694
7037206
6988040
7037206
7048252
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition & Rehabilitation
Acquisition and Rehabilitation
Acquisition and Rehabilitation
Acquisition and Rehabilitation
14G
14G
14G
14G
14G
14G
14G
14G
14G
14G
14G
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
Matrix Code 14G
$142,509.68
$123,534.13
$7,962.66
$48,534.53
$294,113.75
$8,863.14
$5,259.44
$58,869.65
$6,123.90
$361,188.35
$1,169,643.34
$1,388,318.29
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
2024
Total
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
2 2
719
719
719
721
721
721
726
726
726
727
727
727
727
728
728
728
728
720
720
720
722
722
722
722
718
718
718
718
724
724
724
724
725
723
6994285
7037206
7057989
6994285
7018694
7037206
6994285
7018694
7037206
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
7018694
7037206
7057989
6994285
6994285
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Gathering for Women
Gathering for Women
Gathering for Women
Interim Inc.

Interim Inc.

Community Human Services - Safe Place
Community Human Services - Safe Place
Community Human Services - Safe Place
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Casa de Noche Buena
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Community Human Services - Shuman HeartHouse
Alliance on Aging
Alliance on Aging
Alliance on Aging
Meals on Wheels
Meals on Wheels
Meals on Wheels
Meals on Wheels
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
Josephine Kernes Memorial Pool
ECHO Fair Housing
ECHO Fair Housing
ECHO Fair Housing
ECHO Fair Housing
Court Appointed Special Advocates - CASA
Food Bank for Monterey County
Activity to prevent, prepare for, and respond to Coronavirus B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
B24MC060004
B21MC060004
B24MC060004
B24MC060004
EN
PI
PI
EN
PI
PI
EN
PI
PI
EN
PI
PI
PI
EN
PI
PI
PI
EN
PI
PI
EN
PI
PI
PI
EN
PI
PI
PI
EN
PI
PI
PI
EN
EN
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05B
05J
05J
05J
05J
05J
05N
05N
05W
05W
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
Matrix Code 05N
LMC
Matrix Code 05W
$6,193.40
$4,321.59
$1,271.60
$9,064.04
$2,039.16
$683.39
$7,072.48
$1,889.75
$2,824.36
$4,608.76
$1,103.50
$2,311.98
$1,280.97
$4,965.45
$1,158.75
$3,084.54
$2,577.85
$56,451.57
$3,101.74
$1,716.01
$1,385.72
$5,786.59
$2,150.00
$1,924.00
$1,926.00
$17,990.06
$2,791.50
$930.54
$930.54
$930.54
$5,583.12
$5,013.18
$1,371.33
$1,346.88
$705.33
$8,436.72
$5,210.92
$5,210.92
$11,786.59
$11,786.59
$105,458.98
$105,458.98
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2024
2024
1 1
716
716
6985038
6985051
CDBG Program Administration
CDBG Program Administration
21A
21A
$13,331.07
$9,328.73
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 42, Packet Page 212 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE: 4
13:05
08-27-25
Program Year 2024

MONTEREY , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name MatrixCode
National
Objective Drawn Amount
2024
2024
2024
2024
Total
1 1
1 1
716
716
716
716
7018694
7018699
7037206
7057989
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
21A
21A
21A
21A
21A Matrix Code 21A
$18,604.26
$1,140.75
$5,672.33
$9,509.51
$57,586.65
$57,586.65
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 43, Packet Page 213 ATTACHMENT #2:

PUBLIC COMMENTS
Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 44, Packet Page 214 Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 45, Packet Page 215

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Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 47, Packet Page 217 Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 48, Packet Page 218 Formalize regional coordination with Salinas, Seaside, Santa Cruz, and the County.

Accountability in the CAPER:

Please report planned vs. delivered outcomes in plain language, bilingual summaries.

Sincerely,
Mary Ann Chavarria-Elias
I submit these comments in the spirit of partnership and constructive accountability, with the shared goal of ensuring HUD resources create stability, equity, and long-term impact for our communities. [NOTICE: This message originated outside of the City of Monterey mail system -- DO NOT CLICK on links or open attachments unless you are sure the content is safe.] Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 49, Packet Page 219 Council Regular Meeting, 9/16/2025, Item No. 11., Item Page 50, Packet Page 220 Council
Agenda Report
№07/19
FROM: Hans Uslar, City Manager
Prepared by: Nat Rojanasathira, Assistant City Manager
SUBJECT: Presentation on the City’s Plan to Solicit Public Opinion on Potential Tax Measures to Reduce the City's $10 Million Structural (Annual) Budget Deficit (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council receive a presentation on Staff’s plan to solicit public opinion on potential tax measures designed to reduce the City’s $10 million structural
(annual) budget deficit.

VALUE DRIVERS:

Foster a local government that is transparent and
collaborative; and solicits, welcomes and appreciates
input from all.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE
ACT) APPLIES: No.

FISCAL IMPLICATIONS:

The City is faced with a $10 million structural deficit that started in FY 2025-26 that will continue to grow unless the City increases ongoing revenue and/or reduces
ongoing expenditures. At its meeting on September 2,
2025, the City Council provided input on revenue
generating strategies, which included potential tax
measures. Staff recommends engaging with a public
opinion research firm to poll and analyze public support for various tax measures.

There is no direct cost for the City to discuss public opinion research approaches. The cost to engage a public opinion research firm is not expected to exceed the amount the City Manager is authorized to award. Unassigned fund balance would be utilized for this engagement.

Agenda Report Highlights
 The City of Monterey faces a $10
million structural budget deficit
starting in FY 2025-26 due to rising
expenses outpacing revenue
growth.
 The City Council is considering
potential tax measures, including a
sales tax increase, admissions tax,
and renewal of Measure P/S, to
address the deficit.
 Public opinion research will be
conducted in two phases to gauge
voter sentiment ahead of the June
2026 and November 2026 elections.
 Overloading ballots with multiple tax
measures may lead to voter fatigue,
so prioritization of measures is
recommended.
 Polling will include questions on
voter priorities, confidence in City
fund usage, and support for varied
tax durations.

Date: 9/16/2025
Item No.: 12.

Council Regular Meeting, 9/16/2025, Item No. 12., Item Page 1, Packet Page 221 ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines”), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty 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. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

The City Council could opt not to receive a presentation on public opinion research strategies, but that is not recommended. Local governments are advised to move forward on tax measures only after determining if there is sufficient support for the measure(s) to have a chance of success.

DISCUSSION:

Addressing the City’s $10 million Structural Deficit
The City’s expense growth is outpacing the City’s revenue generation. For FY 2025-26, the City is projecting a total of $120,663,607 in expenses for the General Fund (11% above the FY 2024-25 Adopted Budget of $110,205,572.). Although we were able to balance the budget for the current fiscal year, the City’s projected expenditures, or the cost of providing services, outpaced our projected revenues by a projected $10 million, largely due to liability and property insurance premium increases, costs for salary and health insurance, and benefits for employees, which is typical for both municipal organizations as well as the private sector.

This $10M structural deficit cannot be solved with one-time solutions; it is by definition a structural deficit because it requires ongoing solutions. At its meetings on August 27 and September 2, 2025, the City Council reviewed options to reduce the deficit that involves both increasing ongoing revenue and reducing ongoing expenditures.

The deficit-reduction strategies included solutions that fall into one of two categories:

1. Direct impacts on the General Fund

2. Indirectly relieves General Fund obligations

3. One-time or other revenue supporting the General Fund City Council Input on Structural Deficit Reduction Strategies Following feedback from community members, the City Council on September 2, 2025 identified which strategies they supported (sorted into yes, maybe, no). Some of these measures are tax measures that would require voter approval.

Council Regular Meeting, 9/16/2025, Item No. 12., Item Page 2, Packet Page 222 Direct Strategies identified as “yes” by all Councilmembers:
 Additional Sales Tax on June 2026 ballot (+$4.5m revenue) Direct Strategies identified as “yes” by 80% (4/5ths) of Councilmembers:
 Admissions Tax (+$3.9m revenue)
 Vacancy Tax (+$2m revenue), pending court decisions
 Streaming Tax (+$440k revenue), pending court decisions  Property Transfer Tax (+$228k revenue)
Direct Strategies identified as “yes” by at least 60% (3/5ths) of Councilmembers:
 Parking Tax (+$450k revenue) – 3 “yes,” 1 “maybe” and 1 “no” Indirect Strategies identified as “yes” by all Councilmembers:
 Renew Measure P/S (continue $12m in annual revenue)
 Renew Measure G (continue $6m in annual revenue)
 Reinstitute Stormwater Fees ($1.2m)
Indirect Strategies identified as “maybe” by at least 60% (3/5ths) of Councilmembers:
 Public Safety Building Bond Measure (up to $100m in one-time revenue) – 1 “yes” and 4 “maybe”
Public Opinion Research Approach
At the September 2, 2025 meeting, staff shared with Council that public opinion research should be conducted prior to placing any tax measures on the ballot for the June 2026 and/or November 2026 elections. Public opinion research scientifically ascertains voters’ feedback, priorities, confidence, and support for tax measures.

In 2014, 2018, and 2019, the City contracted with Fairbank, Maslin, Maullin, Metz & Associates (FM3) to conduct public opinion research that preceded the successful Measure P special sales tax in November 2014, Measure S streets, sidewalks and sewers sales tax renewal in November 2018, and the Measure G general sales tax measure in March 2020.

At the City Council Meeting on September 16, 2025, Staff will share its plan on how to obtain public opinion research for the upcoming June 2, 2026 and November 3, 2026 elections.

Recent conversations with research firm FM3 indicates that they recommend polling in two phases: one poll this fall in advance of the June 2026 election, and another in mid-2026 ahead of the November 2026 election. The two-phased approach is recommended to gauge voter sentiment at different times, given the five-month gap between elections.

Additional considerations include:
 Limiting the number of taxes for consideration on each ballot. Research shows that overloading the ballot with multiple tax measures can cause “voter fatigue” and reduce their chances for passage.
 Prioritizing Phase 1 of polling in fall 2025 for the potential Sales Tax increase of

0.375% for the June 2026 election. The Sales Tax increase would require declaration of a fiscal emergency and approval by all members of the City Council.

Council Regular Meeting, 9/16/2025, Item No. 12., Item Page 3, Packet Page 223  Prioritizing Phase 2 of polling in mid-2026 for the potential renewal of Measure P/S for the November 2026 election.
 Asking additional questions as part of Phase 1 or Phase 2 of polling. These may include insights on potential levels of support for an admissions tax, parking tax, Public Safety Facility bond measures, or other types of taxes, such as a Transient Occupancy Tax (TOT) increase.
 Conducting dual-mode (telephone and online) survey of registered voters to ensure statistically significant results.
 Conducting a multi-trend analysis comparing historical research data from Monterey voters’ prior elections.
 Including questions about the quality of life in Monterey, including voters’ priorities and concerns, and an assessment of voters’ confidence in the City’s use of funds.  Identifying if voters would likely support specified taxes for varied time periods (e.g., seven years, ten years, twenty years, or until ended by voters).

After the City Council receives this presentation and provides feedback on this outreach strategy on September 16, staff will enter into a contract with a public opinion research firm to begin Phase 1 of polling for the tax measure(s). As in past instances and consistent with best practices, staff will work directly with the polling firm to implement the polling tools and provide updates to the City Council once polling is underway. A presentation and report on the polling results will be shared with the City Council at a regular public meeting once the polling has concluded and results have been analyzed. The use of this survey is not for purposes of influencing the outcome of future elections. The survey is to be exploratory in nature on potential ballot measures.

Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
monterey.gov/submittedcomments
Council Regular Meeting, 9/16/2025, Item No. 12., Item Page 4, Packet Page 224 Council
Agenda Report
№11/25
FROM: Brette Neal, Human Resources Director
SUBJECT: Approve or Deny Creating an Ad Hoc Committee for the Recruitment of the City Manager (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council approve or deny creating an Ad Hoc Committee for the recruitment of the City Manager.

VALUE DRIVERS:

Provide sufficient resources and support to develop,
retain, and recruit a high-quality city workforce.

POLICY IMPLICATIONS:

In accordance with Monterey City Code Chapter 25-1.02,
the Ad Hoc Committee would recruit to the City service the most competent personnel.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE
ACT) APPLIES: No.

FISCAL IMPLICATIONS:

There is no fiscal impact as a result of the adoption of this resolution.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA
Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty 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. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Agenda Report Highlights
 The City Council could choose to
form an Ad Hoc Committee for the
recruitment of the next City
Manager.
 The committee would focus on
tasks like reviewing the recruitment
brochure and timeline.
 The Ad Hoc Committee would be
advisory, temporary, and not subject
to the Brown Act.
 An external firm was engaged on
September 2, 2025, to lead the
recruitment process.
 An alternative to forming a
committee is having all
Councilmembers involved in each
step of the recruitment process.

Date: 9/16/2025
Item No.: 13.

Council Regular Meeting, 9/16/2025, Item No. 13., Item Page 1, Packet Page 225 №11/25
ALTERNATIVES CONSIDERED:

An alternative is to not create an Ad Hoc Committee and have all Councilmembers make decisions on each step of the recruitment process.

DISCUSSION:

On September 2, 2025, the City Council approved the engagement of an external firm to lead the recruitment process for the next City Manager of Monterey. To support this effort, the formation of an Ad Hoc Committee is being proposed for your consideration. The Committee would be tasked with reviewing and editing the recruitment brochure, as well as evaluating key deadlines and milestones in the recruitment timeline.

BN
Attachment: 1. Bob Murray and Associates Timeline
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.gov/Submitted-Comments
Council Regular Meeting, 9/16/2025, Item No. 13., Item Page 2, Packet Page 226

ATTACHMENT
City of Monterey, CA – City Manager
Executive Search Draft Timeline – Bob Murray & Assoc.

Task Who Date
Open Search BMA & Monterey 9/5
Stakeholder Interviews BMA
Council,
*Community *Chamber
*other
Council Week 9/15
Others- Sept.

Council assign/approve
AdHoc committee
City Council September 16
Text Approved – Brochure
Generated
BMA & Monterey Week of 9/15-9/22
Brochure Approved by
AdHoc
Monterey Week of 9/29/25
Targeted Outreach
(ads placed)
BMA
Ads run 5 weeks
TBD
October 2 or 3
Email Blast &
Brochures Mailed
BMA Once search is live
Outreach BMA
phone calls, social media,
advertising, email blasts
Ongoing
Filing Deadline November 9
(ends on a Sunday)
Recruiter reviews
resumes/public records
check
BMA Week of 11/10/25
Recruiter conducts
preliminary interviews
BMA Week of November 17
Recruiter presents
candidates and makes
recommendations.

BMA and Council
Via Zoom
Closed Session
TBD
1 st round Assessments with
City Council
Special Council Meeting
BMA facilitates in person
TBD
Background and
References on Final 2/3
Candidates

BMA TBD
TBD
2 nd round Assessments *Leadership Team,
*Stakeholder Panel in the
A.M. followed by Council
Panel in the P.M.

BMA facilitates in person
TBD
Offer negotiated Council/BMA TBD
Council Regular Meeting, 9/16/2025, Item No. 13., Item Page 3, Packet Page 227

ATTACHMENT
Contract approved in Open
Session
Council TBD
Council Regular Meeting, 9/16/2025, Item No. 13., Item Page 4, Packet Page 228

Monterey City CouncilSeptember 16, 2025

Monterey City Council
September 16, 2025