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Staff Report

Simi Valley City Council
September 15, 2025

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Staff Report
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September 15, 2025
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Simi Valley City Council
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CITY OF SIMI VALLEY

MEMORANDUM
Sept
ember 15, 2025
TO: Cit
y Council
FR
OM: Department of Environmental Services
SUBJ
ECT: APPROVAL OF THE DRAFT FISCAL YEAR 2024 -25 CONSOLIDATED

ANNUAL PERFORMANCE AND EVALUATION REPORT FOR
SUBMISSION TO THE U.S. DEPARTMENT OF HOUSING AND URBAN

DEVELOPMENT

STAFF RECOMMENDATION
It
is recommended that the City Council approve the Draft Fiscal Year ( FY) 2024-25 Consolidated Annual Performance and Evaluation Report (CAPER ) and authorize its submission to the U.S. Department of Housing and Urban Development (HUD).

BACKGROUND AND OVERVIEW
The C
ity is required to submit an annual CAPER (Exhibit 1 , page 4) to the U.S.

Department of Housing and Urban Development (HUD) by the end of September or 90 days after the conclusion of a fiscal year. The CAPER outlines accomplishments and actions taken by the City to further fair housing and to provide affordable housing, public services, and community and economic development activities.

The r
eporting reflected in the Draft FY 2024- 25 CAPER provides progress made July 1, 2024, through June 30, 2025, toward attaining the goals as identified in the FY 2024- 25 Action Plan (Action Plan), and the use of funds to further meet the needs of low/moderate- income persons and households prioritized in the Five -Year 2020- 2024 Regional Consolidated Plan (Regional CP). The Regional CP is the City’s business plan identifying housing and community development needs and market conditions. Funding resources and their uses include federal, state, and local resources received, the investment of these resources , the geographic distribution of affordable housing and supportive services activities, and the number and type of primarily low/moderate- income beneficiaries assisted with public funds.

On A
ugust 29, 2025, the Draft CAPER became available for a minimum 15- day public review at the City Clerk’s Office, the Department of Environmental Services, Simi Valley Public Library, and on the City’s website. No public comments were received prior to the preparation of this staff report. Should any comments be received prior to the City Council meeting, they will be provided under a supplemental memorandum to the City Council.

Input from the public and the City Council will be incorporated into the final CAPER along with any necessary non-substantive changes prior to its submission to HUD.

AGENDA I

TEM NO.

Consent (2)

FINDINGS AND ALTERNATIVES

This is the fifth and final annual CAPER that evaluates the City’s progress toward reaching the goals identified in the FY 2024-25 Action Plan and outlined in the Five-Year Regional CP. The priority needs outlined in the FY 2020-2024 Regional CP are:

• New Rental Housing
• Housing Support and Stability
• Homeownership Opportunities
• Rehabilitation and Preservation of Existing Housing
• Assistance for Senior Residents
• Increase Job Skills
• Façade Improvements
• Local Entrepreneurship
• Social Services
• Youth Activities and Services
• Homelessness
• Streets and Streetscapes
• Parks and Community Spaces
• Disaster Planning and Recovery
• Utilities and Public Infrastructure

The City achieved its goals, quantified by the number of persons assisted, in the areas of creating quality neighborhoods with the Public Works Minor Street Improvements which assisted 2,765 people in FY 2024-25 and 9,300 people during the five-year Regional CP, and providing homelessness resource assistance, which assisted 126 people in FY 2024- 25 and 567 people during the five-year Regional CP. The goal to increase social services met 72% of the FY 2024- 25 Action Plan goal, assisting 182 people, and 94% of the Regional CP goal, assisting 980 people. HUD does not require quantifiable goals for Planning and Administration; therefore, none are included in the Regional CP.

Resources available to further the goals of the Regional CP and Action Plan include CDBG funds received directly from the federal government and program income from CDBG-funded activities, along with any unspent prior years’ CDBG funds . These resources are used to address Public Service programs, Community Development projects, and Planning and Administration activities. The City’s other funding sources to address Regional CP priorities include CalHome funds, Local Housing funds, and other noted sources. Overall , $734,252 was spent in CDBG funds during the FY 2024- 25 program year, leveraged by $405,864 from sub-recipients. This reflects a ratio of $1.00 in CDBG funds to $0.55 in leveraged funds. This collaboration provided services to more residents than would have been possible with CDBG funds alone.

The following alternatives are available to the City Council:

1. Approve the Draft FY 2024-25 Consolidated Annual Performance and Evaluation Report; and authorize its submission to the U.S. Department of Housing and Urban Development;

2 2. Modify the Draft FY 2024-2 5 Consolidated Annual Performance and Evaluation Report; and authorize its submission to the U.S. Department of Housing and Urban Development;

3. Provide staff with other direction.

S
taff recommends Alternative No. 1.

SUGGESTED CITY COUNCIL MOTION
I mo
ve to approve the Draft Fiscal Year 2024-25 Consolidated Annual Performance and Evaluation Report and authorize its submission to the U.S. Department of Housing and Urban Development.

SUMMARY
T
he Draft FY 2024-25 CAPER reviews the City’s progress in achieving its goals identified in the FY 2024-25 Action Plan and the Five-Year 2020-2024 Regional Consolidated Plan.

Overall, $734,252 was spent in CDBG funds, which was leveraged by $405,864 from sub- recipients during the program year. The Draft FY 20 24-25 CAPER was released for the required 15-day public review period on August 29, 2025. Any comments received will be incorporated into the final document prior to submission to HUD , along with any necessary non-substantive changes. It is recommended that the City Council approve the Draft FY 2024-25 CAPER and authorize staff to submit the final document to HUD. ___
_________________________________
Stratis Perros
Environmental Services Director
P
repared by: Lindsey Scaringe, Management Analyst
INDEX Page
E
xhibit 1 - Draft FY 2024-25 Consolidated Annual Performance and Evaluation Report (CAPER) .......................................................................................... 4 3 Consolidated Annual
Performance and
Evaluation Report
(CAPER)
2024-2025
Program Year
J
a

CITY OF SIMI VALLEY
EXHIBIT 1
4 City of Simi Valley CAPER FY 2024-25

This page intentionally left blank.

5 City of Simi Valley CAPER FY 2024-25

Table of Contents

CR-05 - Goals and Outcomes ......................................................................................... 2 CR-10 - Racial and Ethnic Composition .......................................................................... 6 CR-15 - Resources and Investments .............................................................................. 7 CR-20 - Affordable Housing ............................................................................................ 9 CR-25 - Homeless and Other Special Needs ................................................................ 12 CR-30 - Public Housing ................................................................................................. 15 CR-35 - Other Actions ................................................................................................... 16 CR-40 - Monitoring ........................................................................................................ 23 CR-45 - CDBG .............................................................................................................. 24

ALL APPENDICES WILL BE INCORPORATED PRIOR TO SUBMISSION TO HUD

DRAFT
August 29, 2025
Department of Environmental Services
2929 Tapo Canyon Road
Simi Valley, CA 93063
6 City of Simi Valley CAPER FY 2024-25

2 CR-05 - Goals and Outcomes

Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a)
This is the f ifth annual Consolidated Annual Performance and Evaluation Report (CAPER), which evaluates the City’s progress in achieving the goals outlined in the FY 2020-24 Regional Consolidated Plan (Regional CP). The Regional CP contains goals that address low - to moderate-income needs in the community over a five- year period beginning on July 1, 2020, and ending on June 30, 2025 . These goals are produced through a public review process, which includes information gathered through interviews with local community Public Service providers. In general, the City has made progress towards accomplishing the goals identified in the Regional CP.

Annual goals and actions undertaken during the program year , to address the Regional CP goals, are set forth in the FY 20 24-25 Action Plan (Action Plan). The Action Plan is an annual strategic plan document that implements Regional CP goals. This CAPER reports on the progress towards achieving the five-year goals of the Regional CP, as well as the annual goals of the Action Plan, as of June 30, 2025.

In the 2024-25 program year, the City funded several projects and services designed to address housing and community development needs, including street improvements benefiting residents in lower- and moderate-income census tracts.

Public Service program goals are counted either by the number of households or persons served. Community Development projects are counted by the number of activities , the person count in a particular project area, or the number of households. In evaluating the City’s Action Plan goals and accomplishments, the City served 194 low- and moderate- income City residents , helping a slightly higher number than its Public Service goal to serve 180 individuals. In the Community Development category, the Public Works Annual Minor Streets Rehabilitation Project was completed in June of 2025. This project provided improved streets to a total of 2,765 persons in Census Tract s 7800-1; of these, 1,950 were low- to moderate-income individuals. An additional ongoing capital project from FY 2022-23 by Cabrillo Economic Development Corporation made significant progress and consists of the rehabilitation of affordable units in two buildings at Plaza del Sol , which provides solid covers to exposed entry portals at each unit. The job encountered obstacles that delayed the completion of the work, causing this project to span multiple fiscal years. The rehabilitation work is completed but is awaiting final administrative documents for release of final payment.

The City explored an array of services and projects that would best match the needs of the community and meet the CDBG – CV regulations. In January 2023, a third Substantial Amendment to the FY 2019- 20 Action Plan was submitted to allow the remaining CV monies to be repurposed from emergency rental assistance to restroom modifications, compliance, and improvements at the Senior Center. This allowed the remaining funding to be expended on restroom facilities at the Senior Center, a publicly accessible facility that benefits low- to moderate-income persons. Physical modifications to improve access 7 City of Simi Valley CAPER FY 2024-25

3 to public areas for people with disabilities are an allowed use of CDBG funds.

Improvements such as accessible bathrooms, automatic doors , and touchless water fixtures reduce coronavirus transmission. The reconfiguration of the restrooms’ interior space to reinforce social distancing and accessibility improvements for persons with disabilities will help reduce contact. Two single-use and two multi -use restrooms were identified within the Senior Center to be in need of grant-qualifying improvements to make the facilities compliant, serve an eligible population, and adhere to recent health protocols to reduce the spread of COVID -19, consistent with CDBG CARES Act. The single-use restrooms have been completed and are in operation. The multi -use restrooms are nearing completion.

8 City of Simi Valley CAPER FY 2024-25

4 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. Note: Table 1 below was completed with as much accurate and complete information as was available from both the Regional CP and the City of Simi Valley’s 2024-25 Action Plan. “Strategic Plan” refers to the 2020-24 Regional Consolidated Plan, and the “Actual-Strategic Plan” column only reflects the City of Simi Valley figures, amounts, and accomplishments. The City does not have access to regional accomplishments; therefore, it can only report on the City’s own accomplishments for this fifth year of the Regional CP. All goals have priority.

Goal Category Source/Amount Indicator Unit of Measure Expected – Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected –
Program
Year
Actual –
Program
Year
Percent
Complete
Create Quality
Neighborhoods
Non-Housing
Community
Development
CDBG: $585,124
Public Facility or
Infrastructure Activities
other than
Low/Moderate Income
Housing Benefit
Persons Assisted 7,500 9,300 124% 2,765 2,765 100%
Increase Social
Services
Non-
Homeless
Special
Needs
CDBG: $38,787
Public Service Activities
other than
Low/Moderate Income
Housing Benefit
Persons Assisted 1,041 980 94% 250 182 72%
Work to End
Homelessness Homeless CDBG: $45,000
Public Service Activities
other than
Low/Moderate Income
Housing Benefit
Persons Assisted 304 587 193% 100 126 126%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date

9 City of Simi Valley CAPER FY 2024-25

5 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.

Simi Valley has a wide range of housing and community development needs. CDBG funds alone are not adequate to address the m ultitude of needs identified and summarized in the Needs Assessment of the Regional CP. Recognizing the regulations of the national objectives for these programs, the City of Simi Valley used CDBG and other funding to coordinate programs, services, and projects to create decent and suitable living environments to benefit low - and moderate- income households and those with special needs. Community needs determined to be priority level in the Regional CP are as follows:
• R ental Housing
• Housing Support and Stability
• Homeownership Opportunities
• Rehabilitation and Preservation of Existing Housing
• Assistance for Senior Residents
• Increase Job Skills
• Façade Improvements
• Local Entrepreneurship
• Social Services
• Youth Activities and Services
• Homelessness
• Streets and Streetscapes
• Parks and Community Spaces
• Disaster Planning and Recovery
• Utilities and Public Infrastructure

All activities paid for with CDBG funds were designated as p riority activities in the Regional CP. The goals identified in the City’s Action Plan for the service of unduplicated persons were accomplished. Conejo Valley Senior Concerns (Senior Concerns) fell just below its goal to serve 80 elderly individuals by serving 68 unduplicated clients during the program year. Senior Concerns continued to provide seminars and information to many families in need of their services , even though not all resulted in eligible contacts, per established federal guidelines. The Samaritan Center assisted more than its committed goal of 100 persons during the fiscal year , by providing services to 1 26 unduplicated clients. It continued to offer wrap-around case management help at its day facility.

10 City of Simi Valley CAPER FY 2024-25

6 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)
Racial and Ethnic Populations CDBG
White 139
Black or African American 8
Asian 8
American Indian or American Native 2
Other 37
Total 194
Hispanic 46
Non-Hispanic 148
Table 2 – Table of assistance to racial and ethnic populations by source of funds

Narrative
Every CDBG subrecipient i s required to document and report the race/ethnicity of each of its program participants. The City ensures that upon project closeout, this data is on file. This table does not include the race/ethnicity data for the City’s Annual Minor Streets Rehabilitation Projects in lower- and moderate-income areas.

11 City of Simi Valley CAPER FY 2024-25

7 CR-15 - Resources and Investments 91.520(a)

Table 3 Identify the resources made available:

Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG Federal $672,694 $623,497
Prior Years Funds Unspent $71,755 $71,755
Program Income $39,000 $39,000
Total $783,449 $734,252

Narrative

The City is an entitlement jurisdiction that receives an annual allocation of federal Community Development Block Grant (CDBG) funds. During FY 2024-25, the City received a CDBG allocation of $672,694, which was available to allocate to Public Service programs, Community Development (Capital Improvement) projects, and Planning and Administration activities. The City expended $734,252 in CDBG FY 2024-25 entitlement, unspent prior year funds, and program income during the program year in the areas of fair housing, administration, capital improvement projects, and public services.

Most projects and programs were carried out as noted in CR-05. The City will utilize any identified unspent funds in future allocations and grant those to eligible projects to meet the community needs, as established in the Regional CP.

The City’s other Housing and Community Development funding resources available to address Regional CP priorities during the program year include: Successor Housing Agency (SHA) funds (formerly Community Development Agency), Local Housing (Local) funds, and other noted sources. Unless otherwise specified, the City’s C ommunity Planning & D evelopment (CPD) funds only include CDBG funds received directly from the federal government and noted program income from CDBG-funded activities, along with any unspent prior years’ CDBG funds.

Table 4 Identify the geographic distribution and location of investments

Target Area Planned
Percentage of
Allocation
Actual Percentage
of Allocation
Narrative
Description

N/A N/A N/A N/A

Narrative
The priority needs identified in the Regional CP form the basis for allocating resources during FY 2024-25, within the City of Simi Valley. Since the City does not have a geographic concentration to services, the needs of diverse interest groups are addressed throughout the community. It is the City’s intent to primarily fund activities in areas most 12 City of Simi Valley CAPER FY 2024-25

8 directly impacted by the needs of low - and moderate-income residents and those with special needs. Supportive services, funded by CDBG, are provided to low- and moderate- income residents throughout the community. Fair housing services are available on a citywide basis. The locations of the programs and projects described in this report will be included and shown on a Location Map of Activities.

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.

The City contracted with two local agencies to carry out programs and projects that provided supportive human services to low - and moderate- income residents. These agencies leveraged CDBG funds by using fundraising activities, grants, private donations, and in- kind resources. When counting only CDBG programs and projects carried out during the year, the expenditure of $734,252 in CPD funds was leveraged by $ 405,864 from subrecipients to provide a ratio of CDBG funds to leveraged funds of $1.00: $ 0.55.

This leveraging of local resources provided services to more residents than would have been possible with CDBG funds alone. Through leveraging CPD funding sources during the program year , SHA, Local, and other non- federal funding sources also augmented the goals of subrecipients
In FY 2024-25, the City received a total of $44,174 in Program Income from two pay-offs of a past CDBG-funded Home Rehabilitation loan. In addition to CDBG funds, the City receives $150,000 annually through the executed Memorandum of Understanding (MOU) between the City and Waste Management related to the expansion of the Simi Valley Landfill and Recycling Center . This funding source, known as t he Community Projects Grant, is awarded to non-profit organizations that serve Simi Valley to provide public service and community development activities during the 2024-25 program year . A ll $150,000 of this grant was awarded to 13 organizations that directly address the needs identified in the Regional CP and Action Plan. In addition, the Special Event Support Grant awarded local agencies $25,000 in FY 20 24-25 to subsidize the cost of community events.

The City is a past recipient of HOME and CalHome Program funds and maintains program income generated from loan repayments . The City currently utilizes HOME program income for an owner-occupied rehabilitation program. At the beginning of the fiscal year, the City had $1,285,208 available in HOME funds; $5,381,810 in Local funds; $5,133,983 in SHA funds; and $511,152 in Cal Home funds.

There were no matching requirements to address during this project year. No publicly owned land or property located within the jurisdiction was used to address the needs identified in this plan.
13 City of Simi Valley CAPER FY 2024-25

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, moderate-income, and middle-income persons served.

The City’s Affordable Housing portfolio currently includes 1, 183 units set aside for low - and moderate-income households. These affordable units comprise both rental (1,016) and owner-occupied (167) units. The City has several affordable housing projects, both ownership and rental, in the queue and pending approval/construction, and the City continues to work with developers to include affordable housing options in new projects.

In addition, the City’s Home Rehabilitation Program offer s low-interest deferred loans to low- and moderate- income homeowners. Qualified owners of detached single- family residences are eligible for a deferred payment loan at two percent interest. The City’s Home Rehabilitation Program utilizes HOME, CalHOME, and Local funds. During 2024- 25, t he program did not accept new applications as it was under review for service enhancements to better meet the needs of the community.

The City provided rental subsidies to three senior households at a mobile home park. This translated to the assistance of four elderly persons, as one was a two-person household.

This program is not accepting new applicants.

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
0 0
Number of special-needs
households to be provided
affordable housing units
0 0
Total 0 0
Table 5 - Number of Households
14 City of Simi Valley CAPER FY 2024-25

10 One-Year Goal Actual
Number of households
supported through rental
assistance
0 3
Number of households
supported through the
production of new units
0 0
Number of households
supported through the rehab of
existing units
0 0
Number of households
supported through the
acquisition of existing units
0 0
Total 0 3
Table 6 - Number of Households Supported

Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City met its established one-year goals by providing rental assistance to three mobile home park households through the Mobile Home Rent Subsidy Program. The Housing Choice Voucher Program ( Section 8 Rental Assistance), administered by the Ventura County Area Housing Authority, provided rental support to 639 Simi Valley households.

Discuss how these outcomes will impact future annual action plans.

The First Time Home Buyer Program (FTHB) was discontinued in 2012 because of the dissolution of redevelopment agencies in California and a substantial reduction in available funding. However, the City Council authorized the re-establishment of the FTHB on June 6, 2016, o n a limited basis as funding becomes available. The City approved a new homebuyer’s assistance program that launched in April 2024 and provides down payment assistance to qualified households. During FY 2024-25, two loans were issued to homebuyers for down payment assistance.

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.

Number of Persons
Served
CDBG Actual HOME Actual
Extremely Low-income 0 0
Low-income 0 0
Moderate-income 0 0
Total 0 0
Table 7 – Number of Persons Served

15 City of Simi Valley CAPER FY 2024-25

11 Narrative
City residents served by CDBG funds, for the activities funded in FY 2024-25, were all in the presumed or area beneficiary categories, not subject to or required to income verification for CDBG income qualification requirements.

16 City of Simi Valley CAPER FY 2024-25

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.

During the program year, the City used CDBG funds to support programs that assist the homeless. The Samaritan Cent er provided case management to 1 26 homeless individuals to help them become self-sustainable and move into housing through access to life skills and resources they need to secure and retain housing.

In addition, Neighborhood Resource Officers (NROs) have a behavioral health worker who conducts street outreach to support interventions with homeless individuals. The goal is for assessment and potential assistance in programs and services. When the NROs and behavioral health staff interact with individuals, they try to initiate service connections.

Addressing the emergency shelter and transitional housing needs of homeless persons.

The City is an active member of the Ventura County Continuum of Care (CoC) and advocates for services and resources to be made available to the community . The City approved $250,000 funding for homeless prevention and rapid rehousing in June 2024.

City Staff continues to collaborate with the Samaritan Center through the $475,000 grant provided to them in FY 2022- 23. City staff continue to work with service providers and housing developers on identifying options and solutions for individuals facing housing and food insecurities. Additionally, the City hosts Homeless Resource Coordination meetings to facilitate service connection, community awareness, and identify service gaps or unmet community needs aimed at our vulnerable population(s).

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, recei ving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.

The City's Police Department and social service providers conduct regular street outreach to encourage homeless individuals to engage in services. City staff continues to respond to inquiries from those in need and to connect them to available services and resources.

Additionally, the City continues to push out information about resources and services from community partners through the City’s various media channels (website, email notifications, social media, announcements at public meetings, etc.).

17 City of Simi Valley CAPER FY 2024-25

13 The 2025 Ventura County Homeless Point in Time Count was conducted on January 22, 2025. Countywide, 1,990 adults and children were counted as homeless during the point- in-time count. This number represents a decrease of 368 persons or -15.6 percent when compared to the 2,358 persons who were counted as homeless in 2024.

Simi Valley experienced a five percent decrease in the number of homeless individuals counted in 202 4, from 1 60 to 1 52 individuals. In Simi Valley, 14 2 individuals were unsheltered adults , and 10 were sheltered. In 2025 , a Sheltered Count included the following persons counted: persons in emergency shelters , persons in transitional housing, and persons in safe havens.

The established CoC Pathways to Home program utilizes information from the County’s Homeless Management Information System (HMIS) database to coordinate entry to housing opportunities for the most vulnerable. The City requires all those receiving grant funds for homeless services to utilize HMIS. Pathways to Home allows individuals and families to access services to move out of homelessness as quickly as possible. The program follows a client-focused approach to reduce the challenges of accessing multiple programs to avoid or exit homelessness. The program also allows service providers to work collaboratively to coordinate appropriate services. More information can be found about the Pathways to Home program by visiting venturacoc.org . Additionally, residents
who are experiencing homelessness are able to call Ventura County 2-1-1 to identify the appropriate resources available to them. Their information is entered into the HMIS system to allow for the Pathways to Home program to connec t them to services. The Ventura County 2-1-1 phone line is available 24 hours a day.

The City helps to support local service providers that directly assist residents who are homeless or those at risk of becoming homeless, as well as organizations that provide assistance with housing, health, social services, education, and youth needs. The funding is provided annually through the City’s Community Projects Grant (CPG). Each year, local non-profit 501(c) (3) organizations are invited to apply for up to $150,000 for community projects and programs. For FY 20 24-25, the City awarded $150,000 to 13 local service providers that deliver direct supportive services to Simi Valley residents struggling with a variety of social service needs.

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 20 24-25, the City funded the Samaritan Center , an organization that assists the chronically, at- risk, and recently homeless population. The Samaritan Center offer s a wrap-around approach of services to house and support individuals transitioning from 18 City of Simi Valley CAPER FY 2024-25

14 living on the street or in their vehicles to permanent housing through comprehensive case management services . In addition, the Samaritan Center helped hundreds of other individuals in need on a drop-in basis through their meal, shower, and mail services.

19 City of Simi Valley CAPER FY 2024-25

15 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing.

There is no public housing in the City of Simi Valley; however, the City continued to work with the Area Housing Authority of the County of Ventura (AHACV) to assist Simi Valley's low-income households. The Housing Choice Vouchers Program requires very low-income renters to pay up to 30 percent of their gross monthly income towards rent and subsidizes the balance on the renters’ behalf, up to published Payment Standards.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership.

Although there is no public housing in Simi Valley, the City jointly appoints a resident commissioner to the Board of the Area Housing Authority of the County of Ventura (AHACV), who participates in the management of as member of the governing body of the AHACV. Additionally, the City established a homebuyers assistance program to provide down payment assistance to households with up to 150% area median income.

The property may be an attached or detached single- family home, a condominium, or a townhome. The City also provides homeownership opportunities to low- income households through the purchase of an affordable, deed restricted unit.

The Ventura County Community Development Corporation (VCCDC) offered foreclosure prevention assistance to homeowners throughout the County. VCCDC counselors assisted local homeowners with counseling, leading to action plans to avoid foreclosure or offering alternatives to foreclosure if homeownership cannot be maintained. VCCDC also provides homebuyer readiness workshops and financing/lending products for first-time homebuyers, assisting qualifying households with gap financing and grants to increase lender confidence and encourage approval of loans.

In a joint effort to promote home ownership within Simi Valley, VCCDC and the City work closely together and encourage residents to participate in Homebuyer’s Education Workshops. These free, all -day workshops were attended by prospective homebuyers, who were motivated to leave the rental market and venture into home ownership. VCCDC provides in- person and online virtual learning forums where participants can take the workshop and other courses without having to leave their residence, free of charge.

Actions taken to provide assistance to troubled PHAs.

The AHACV routinely inspects, repairs, and maintains units under its control on a regular basis.

20 City of Simi Valley CAPER FY 2024-25

16 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) The Senate Bill - SB 2 and the Local Early Action Planning - LEAP state planning grant programs generally funded the City's efforts in certifying its General Plan Housing Element (HE), implementing housing programs, and maintaining the City's continued compliance with the State's housing laws, including eliminating barriers to expedite housing production and preserve housing affordability. Through the HE, Program 3:

Preservation of Affordable Housing and Program 15: Affirmatively Furthering Fair Housing have specifically identified CDBG as a funding source to help effectuate the program objectives. The following are some key accomplishments that took place within the reporting period:
• Approved and implemented the Envision Simi Valley Specific Plan serving a population of over 126,000. The Specific Plan creates a community vision for the development of infill and mixed-use areas of Los Angeles Avenue and Tapo Street by imposing Objective Design and Development Standards and streamlined ministerial review and approval process.
• Amended affordable housing agreement for the Heywood Gardens Apartments, a 75-unit deed restricted senior rental community located at 1770 Heywood Street, allowing the owner to modify its financial structuring and associated obligations in exchange for a term extension, adding an additional 10 years to the senior community's affordability.
• Implemented HE sites inventory pursuant to Senate Bill - SB 166, a procedure that involved monitoring of no net loss to help the City achieve its Regional Housing Needs Allocation - RHNA targets. The HE Sites Inventory Tracking spreadsheet was posted on the City's Planning website to provide tracking. • Implemented By -Right Approval (Housing) pursuant to Assembly Bill 1397, the reused sites identified in the Housing Element site inventory for meeting the City’s Regional Housing Needs Allocation (RHNA) are subject to ministerial approval of housing development that includes 20 percent of the units as housing affordable to lower-income households. To help achieve the RHNA, the City established a Development Review Process (posted on the City's Planning website) for the reused sites to provide for the by -right approval residential developments that satisfy the criteria. This program has attracted one prospective developer with a 21 City of Simi Valley CAPER FY 2024-25

17 proposal to create over 200 units on a couple reused RHNA sites along Tapo Mixed-Use zone of the Envision Simi Valley Specific Plan.

The state planning grant programs also funded the creation of the City’s SB 9 ordinance to subdivide single-family residential properties, and the Accessory Dwelling Unit - ADU development standards, imposing the state's by-right housing law to further lower barriers to the development of more affordable housing. Through these ordinances, an average of 84 new ADUs were built annually within the City, exceeding the state's projection.

Actions taken to address obstacles to meeting underserved needs. 91.220(k);

91.320(j)
One of the greatest challenges in meeting the underserved needs of low - and moderate-income persons is having limited financial resources. The City continued to encourage the development of affordable apartment projects for extremely low - and low-income households. Such developments provide permanent housing opportunities for homeless persons and increase the availability of low-cost rental units, to assist those who are rent-burdened or severely rent-burdened.

The City allocated a portion of its annual CDBG funds to support public service agencies that address the special needs of the underserved, including the homeless, those at risk of homelessness, seniors, female-headed households, children of low- and moderate-income families, and the disabled. The City complied with federally mandated Americans with Disabilities Act ( ADA) Paratransit service regulations by providing a combined 45,676 ADA Paratransit and Dial-a-Ride trips to disabled and elderly persons during this fiscal year.

Additionally, the Simi Valley Senior Center provided several nutrition programs to help combat food insecurity among those most in need in the community. The Senior Share Food Pantry program provides a bag of groceries to eligible seniors and is supported by the county-wide food pantry, FOOD Share, Inc. The Senior Share program volunteers distributed a total of 6,309 bags of groceries to an average of 145 local seniors each week. The Senior Nutrition Program (SNP) is available to individuals aged 60 and older who dine on- site or receive meals delivered to their homes. In FY 2024- 25, friendly volunteer drivers delivered 30,774 hot lunches to homebound seniors through the Meals On Wheels (MOW) program. In addition to receiving a nutritious meal, these vulnerable and isolated seniors benefit from human contact, which may be their only source of socialization. Through the Congregate meal program, known as the Rendezvous Café, seniors enjoyed 23,901 hot lunches in the Senior Center dining room for a suggested donation of $4.00. Personnel and Operating Supplies for both programs were funded by a $222,500 federal Older Americans Act grant administered by the County of Ventura Area Agency on Aging (VCAAA), supplemented by $43,863 from participant donations.

VCAAA also used grant funds of $356,000 to purchase food for the two SNP programs.

CDBG support to services for low - and moderate- income households has improved neighborhoods and empowered this target population. A variety of affordable services for 22 City of Simi Valley CAPER FY 2024-25

18 youth, seniors, and people with special needs were accessible. These included a winter shelter for Simi Valley homeless that included referrals to various support services, medical care, housing, and job referrals to regain a stable life; education training for children of low - to moderate- income disabled residents; and counseling, support , and education for seniors and their families.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j)

The following actions are the City’s standard practices to identify and reduce potential lead-based paint hazards in the community:
• Pro vide information (HUD information pamphlet from the Office of Lead- Based Paint Abatement and Poisoning Prevention) to the public. • Inform prospective home rehabilitation loan applicants during their initial interview about the potential hazards of lead- based paint and any necessary abatement measures needed to be taken to eliminate the hazard. If children age seven or younger were present in the home, and if a potential hazard from lead-based paint was identified, City staff advise d the parents about screening their children for elevated levels of lead in the blood , and follow any prescribed abatement requirements resulting from the screening.
• Tested for the presence of lead-based paint in homes that were built prior to 1978 and are part of the City’s Home Rehabilitation Program. • Completed lead-based paint risk assessment and abatement program when lead- based paint tests indicated a hazardous concentration of lead (equal to or higher than 1 mg/cm
2) for homes that are part of the City’s Home Rehabilitation Program.

During the 202 4-25 p rogram year, no l ead-based paint inspections w ere performed therefore, no abatement was required.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) The City has established goals and policies designed to improve the local economy and reduce the level of poverty within the community. The City continue d to pursue the following programs and activities during FY 2024-25 , to help reduce the number of families at the poverty level:
• Actively encourage commercial and industrial development , in order to increase local employment opportunities for its residents and to better serve the business community.
• Recruit and retain an industry based upon its environmental impact, the number of jobs per acre provided, the percentage of jobs from entry level to executive level, and its ability to utilize the skills of the City’s residents. • Cooperate with the State Employment and Development Department and research the job skills in the community, giving special attention to attracting industries that 23 City of Simi Valley CAPER FY 2024-25

19 utilize these skills.
• Promote affordable housing programs designed to provide assistance primarily to extremely low-, low-, and moderate- income households within the community. A variety of housing assistance programs throughout the County are available to help various low- and moderate-income groups in need of assistance, including renters, first-time homebuyers, existing homeowners, homeless persons, and persons at risk of homelessness.
• Offer new affordable housing opportunities through density bonuses and zoning concessions.
• Coordinate Community Resource Coordination meetings provide opportunities to stay informed about new and existing community resources. Meetings have focused on immediate access to assistance and information regarding available financial resources from util ity service provider representatives, as well as rental assistance, mortgage assistance, and financial planning.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) The City continues to focus on fostering a strong and resilient local economy by supporting existing businesses and attracting new commercial investment. As inflation, high interest rates, and rising costs for housing, food, and energy remain persistent challenges, both consumers and businesses have had to adjust spending patterns and financial strategies. Despite these pressures, local consumer demand, particularly in the food and beverage sector remained strong, with multiple new restaurant and retail establishments opening throughout the fiscal year. These included San Fernando Coffee Company, Cork & Batter Roadhouse, Gourmet Palace Express, and Moneykey Ramen.

In addition, the health, creative, and professional service industries also expanded, with the addition of Adventist Health Clinic, Dream House Studios, and Wood Ranch Animal Hospital. Looking ahead, several new establishments are slated to open in the near future, including Urbane Café, California Fish Grill, and Amazon Fresh, which will further expand the City’s commercial offerings and enhance its regional draw.

Industrial development experienced another strong year, with over 500,000 square feet of new light industrial space constructed and made available in 2024, and another half - million square feet currently in the pipeline. This continued expansion supports sustained demand from e- commerce, last-mile delivery, and advanced manufacturing industries, helping to diversify and strengthen the local economy. Notable completed projects include the Xebec’s new facility on Easy Street, the Mountain View Business Center, and expansions by local employers such as Entertainment Earth, Dunn Simi LP, and Simi Pak Group. Many of these projects feature smaller, flexible spaces that are well-suited to meet market demand, particularly from growing businesses. Collectively, these developments are expected to generate thousands of new jobs across a wide range of skill levels.

Commercial activity also remained strong in 2024, with increasing interest in adaptive 24 City of Simi Valley CAPER FY 2024-25

20 reuse projects —repurposing underutilized retail and office properties into vibrant new developments such as hotels, mixed-use housing, and community-serving spaces. These trends reflect a growing focus on maximizing existing infrastructure while revitalizing key commercial corridors and increasing community amenities.

Residential development citywide also gained momentum. Last year, 374 new residential units were built, including 93 Accessory Dwelling Units (ADUs), which not only added much-needed housing but spurred reinvestment in primary homes , boosting property values and revitalizing neighborhoods. The Alamo Street Apartments added new mixed- income rental options to support the local workforce and address broader housing needs.

Looking ahead, major projects such as the Walnut Park Townhomes, Th e Ridge Apartments, and updates to the Lost Canyons Master Plan are paving the way for more connected, vibrant development. The City is also seeing increased interest in mixed-use housing from faith-based and nonprofit organizations, with projects like Walnut Crossing Townhomes and the Lighthouse Church Apartments introducing new opportunities under recently streamlined state housing laws.

The City continued its efforts to support local entrepreneurs through the Simi Valley Small Business Loan Program, which provides funding for working capital, job creation and retention, and equipment and inventory purchases to the small business community. Loan amounts can range up to $100,000 and are offered at or below a market interest rate of

5.25%, with repayment terms of up to 84 months. The City collaborates with the Economic Development Collaborative (EDC) to administer the program, which is specif ically designed to assist businesses that may not qualify for traditional lending. In 2024, $500,000 in loans were issued to support the growth and stability of small businesses throughout the community. To further strengthen outcomes, the City also partnered with the Small Business Development Center to provide financial planning and cash flow forecasting assistance to loan applicants. In addition, the City continues to partner with the Economic Development Collaborative –Ventura County (EDC -VC), Women’s Economic Ventures (WEV), and the Small Business Development Center to share information and connect local businesses with program opportunities, including grant funding resources, access to capital, employee training and development resources, no- cost business consulting services, and other technical assistance. The City also worked closely with the Simi Valley Chamber of Commerce to help local businesses attract and retain employees, co- hosting several job fairs at the Simi Valley Town Center. These events connected job seekers with employers and were well attended by the community.

These coordinated efforts reflect the City’s commitment to fostering a strong local economy and a supportive environment where businesses can grow, create jobs, and thrive.

25 City of Simi Valley CAPER FY 2024-25

21 In addition to supporting businesses, the City continued to administer its COVID -19 Community Recovery Grant Program to assist nonprofit organizations addressing growing community needs. Since its launch in late 2022, the program has awarded over $3.5 mill ion to local nonprofits, including Interface, Free Clinic of Simi Valley, the Samaritan Center, SEWA, the Boys & Girls Club, Simi at the Garden, the Simi Valley Senior Center, Shepherd of the Valley, Economic Development Collaborative, Rancho Simi Recreation and Park District, the YMCA, and the Simi Valley Cultural Arts Center.

These organizations provide a wide range of vital services and resources to the community, including emergency shelter and meals, case management and housing navigation, no- cost medi cal, dental, legal, and mental health services, family violence prevention and behavioral health care, youth development and academic enrichment, food distribution, senior nutrition and transportation services, childcare and family assistance, small business support and technical assistance, recreational and wellness programming, and access to arts, culture, and community -based performances that enrich local quality of life. Collectively, these efforts help address economic hardship, promote stability, and strengthen the well-being of Simi Valley residents.

Efforts to revitalize the Simi Valley Town Center advanced significantly during the fiscal year with the purchase of the property by SteelWave and Steerpoint Capital. The new ownership group has expressed a strong commitment to repositioning the Town Center as a vibrant, mixed -use destination and has initiated early planning efforts to introduce new entertainment, dining, and residential options to the site. Their vision includes transforming underutilized space to better reflect current consumer demand, en hancing public gathering areas, and pursuing partnerships with modern lifestyle brands. The City remains in active dialogue with the new ownership team regarding a proposed Specific Plan and potential redevelopment strategies, and continues to support efforts to attract new investment. While national retailers remain cautious amid ongoing economic uncertainty, interest in the property remains steady.

Through these various efforts, the City of Simi Valley continues to strengthen its economic base, promote job creation, and support the growth of local businesses and nonprofits, all of which contribute to long-term community resilience.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City furthered coordination between public housing groups, private developers, and social service agencies that assist low- and moderate- income persons. To improve communications with these and other community stakeholders, the City developed a master mailing list, consisting of approximately 150 agencies, and contacted them as part of its community outreach. Priority is given to strengthening coordination efforts between the City and those agency groups that assist the homeless and persons with special needs in order to improve the delivery of services to those households. Coordinate 26 City of Simi Valley CAPER FY 2024-25

22 Community Resource Coordination meetings provide opportunities to stay informed about new and existing community resources. Meetings have focused on presentations from organizations that provide resources, programs, and events for specialized populations. These specialized populations included developmental and intellectual disabilities and single and expectant mothers.

Identify actions taken to overcome the effects of any impediments identified in the jurisdiction's analysis of impediments to fair housing choice. 91.520(a) The City updated the Analysis of Impediments (AI) to Fair Housing Choice, along with the preparation of the Regional CP in 2020. The AI identifies potential impediments to fair housing in Simi Valley and establishes a Fair Housing Action Plan that outlines steps the City will take to overcome these impediments. Actions taken in the program year include:
• The city joined other cities in a regional contract with the County of Ventura to retain the fair housing services of The Housing Rights Center-Los Angeles (HRC) to conduct the City’s FY 2024-25 Fair Housing Program.

• HRC provided links to current fair housing services and other housing resources on the City’s website and provided outreach and brochure distribution.

• HRC provided direct services to 114 Simi Valley residents ; 99 inquiries involved general housing questions, while 11 raised questions or allegations of housing discrimination. Of the 11 discrimination inquiries, one case was opened, seven were counseled, one case was referred, one is pending, and one is not closed. Of these, six involved physical or mental disabilities, while two dealt with source of income, and two were for general information. Of the residents contacting HRC, 99 were in- place tenants, 18 were seniors, 13 were disabled and seven w ere female heads of household. Of these same callers, 73 were extremely low-income.

As for tenant/landlord housing issues, the three most common were notices, substandard conditions, and landlord/tenant information.

• HRC advertised its services via Facebook , Twitter, emails, and public service announcements.

• The City displayed Fair Housing posters in the City Hall lobby and library building. 27 City of Simi Valley CAPER FY 2024-25

23 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.

During the program year, subrecipients were required to submit quarterly and year -end reports to monitor program/project progress toward stated goals. Reports included information on program beneficiaries (including race/ethnicity) and identified performance measures in meeting projected goals. Some reports were accompanied by reimbursement requests with supporting documentation. Identification of the sources and amount of leveraged funds , and their use in the progra m, was also required. This information provided the means for desktop monitoring to ensure project accomplishments and expenditures were consistent with approved work schedules and line item budgets.

City staff continued to work with subrecipients in virtual settings and platforms, by phone and email, providing technical assistance and shar ing helpful tools with non- profit agencies so that they could continue to gather and document required information in serving low- and moderate- income persons. Modifications and innovative techniques were devised and approved for data collection and verifications, always adhering to safety protocols.

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.

During the public review periods and public hearings, all interested persons are encouraged to provide input and comment s regarding proposed funding allocations for the projects and programs identified in the FY 20 24-25 Action Plan and the accomplishments reported in the CAPER. Comments received during the 2024- 25 CAPER public review period, August 29, 2025, through September 15, 2025, or at the September 15, 2025, Simi Valley City Council meeting will be incorporated in the final CAPER document.

28 City of Simi Valley CAPER FY 2024-25

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.

City staff welcomes and encourages opportunities to enhance, improve, and streamline operations, as a way of making the City’s CDBG program more effective and efficient .

The program strives to reach and serve the maximum number of residents. Although no new systems were put in place during this reporting period, a few areas are under consideration for near-future amendments.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
The City does not contain any open Brownfields Economic Development Initiative grants.

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