TO:Andrew P. Powers, City Manager
FROM:Kelvin Parker, Community Development Director
DATE:September 9, 2025
SUBJECT: Community Development Block Grant Program Year 2024-25 Consolidated Annual Performance and Evaluation Report
RECOMMENDATION:
1. Approve Program Year (PY) 2024-25 Consolidated Annual Performance and Evaluation Report (CAPER) for submittal to the U.S. Department of Housing and Urban Development (HUD).
2. Find that this action is not a project as defined under the California Environmental Quality Act.
LEVINE ACT ITEM: No
FINANCIAL IMPACT:
No Additional Funding Requested. The CAPER summarizes $570,479.15 in Community Development Block Grant (CDBG) program expenditures in PY 2024- 25 (July 1, 2024, to June 30, 2025). Minimal staff time required to prepare the report is included in the Adopted FY 2025-26 CDBG Fund Budget.
BACKGROUND:
The City is a participant in the Ventura County Regional Consolidated Plan, the five-year strategic umbrella plan for CDBG, HOME Investment Partnerships (HOME), and Emergency Solutions Grants (ESG) funding plans. As an entitlement CDBG city, HUD provides the City with direct funds each year to administer the plan.
Activities supported by CDBG funds must primarily benefit low- and moderate- income (LMI) persons and households. As a HUD grantee, the City is required to annually prepare and submit a CAPER describing CDBG-funded activities and expenditures.
CDBG PY 2024-25 CAPER
September 9, 2025
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The amount of the City’s CDBG grant fluctuates from year-to-year based on congressional allocations, the number of jurisdictions receiving grants, the number of LMI residents, and other Federal regulatory considerations (Attachment #1).
DISCUSSION/ANALYSIS:
The PY 2024-25 grant allocation (CDBG PY 2024) totaled $607,042.00. An additional $47,504.37 in unexpended prior-year CDBG funds was carried forward, bringing the total projected budget to $654,546.37. Expenditures from this total include $570,479.15 for housing rehabilitation, social services grants, and program administration. The remaining balance of $84,067.22 will be carried forward to PY 2025-26. Attachment #2 shows a detailed outline of the CDBG PY 2024-25 CAPER, which is summarized in Table 1.
Table 1: PY 2024-25 CDBG Program Budget and Expenditure Summary* Balance
6/30/2024
PY 2023-24
Allocation Expenditures Adjustments
Balance
6/30/2025
Community
Projects $ 32,429.03 $ 407,576.15 $ 371,013.30 $ 15,075.34 $ 84,067.22 Public
Services 0.00 91,000.00 91,000.00 0.00 0.00
Admin 15,075.34 108,465.85 108,465.85 (15,075.34) 0.00 Total $ 47,504.37 $ 607,042.00 $ 570,479.15 $ 0 $ 84,067.22 * Note: Actual numbers in CAPER may vary due to rounding.
Community Projects
The Community Projects expenditure for PY 2024-25 of $371,013.30 consisted of three projects from 2024 CDBG Action Plan activities. The goal to improve the supply of affordable housing met HUD’s objective and outcomes of “Decent Housing and Sustainability (DH-3).”
1)2024 Many Mansions - Bella Vista Project. Expenditures totaled $119,058.17 for capital improvements that involved installing security cameras, renovating the gazebo, and installing lights. Installation of security cameras was completed in February 2025, benefiting 71 affordable units and one manager’s unit. Other project items are expected to be completed by December 2025.
2)2024 Habitat for Humanity of Ventura County (HABITAT) - Mobile Home Repair Program. This activity expended $117,955.13, benefited nine LMI units at various mobile home parks, and was completed in June 2025. Activities involved replacing windows, doors, floors, decks, stairs, CDBG PY 2024-25 CAPER
September 9, 2025
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lights, and permanent appliances. $16,044.87 was not spent and will be made available to a future Community Project activity.
3)2024 Senior Alliance For Empowerment’s (SAFE) - Mobile Home Rehabilitation Program. This activity expended $134,000, benefited 10 LMI units at various senior mobile home parks, and was completed in June 2025. Activities involved replacing roofs, windows, HVAC, and water heaters.
Public Services
On May 7, 2024, City Council approved the CDBG Action Plan, which included a $15,000 grant to Harbor House. However, Harbor House declined the grant in July 2024. As summarized in the City Manager-approved Minor Amendment #1 to Program Year 2024 CDBG Action Plan (Attachment #3), the $15,000 in available funds was redistributed to the remaining four non-profit social service grantees.
Four organizations received CDBG public services funding from the 2024 CDBG Action Plan for PY 2024-25. A total of $91,000 was expended, serving 12 homeless and 707 non-homeless LMI City residents. The goal to increase social services met HUD’s objective and outcomes of “Suitable Living Environment and Accessibility (SL-1).”
1)Many Mansions – Community Services (Apartment Residents):
expended $25,000.
2)Senior Concerns – Meals on Wheels: expended $20,500.
3)St. Vincent de Paul – Emergency Assistance: expended $20,500. 4)Turning Point Foundation – Our Place Safe Haven: expended $25,000.
Administration
The City is entitled to recover a portion of its CDBG program costs, including staffing, public notices, printing, overhead, participation in the Ventura County Regional Consolidation Plan, and a Fair Housing Counseling program, a collaboration with the County of Ventura and the Housing Rights Center of Los Angeles. The City’s administrative cost was $108,465.85 and is less than 20 percent of the annual CDBG grant.
CDBG PY 2024-25 CAPER
September 9, 2025
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CDBG Ending Balance - June 30, 2025
The CDBG June 30, 2025, ending balance of $84,067.22 consists of three closed activities and one open activity, listed in Table 2. Of the closed contract activities, two activities from the 2023 CDBG Action Plan (totaling $15,080.52) were reallocated by City Council with the 2025 CDBG Action Plan, with activity beginning July 1, 2025. One open contract activity is expected to expend its remaining funds of $52,941.83 by the end of the calendar year. One closed contract activity from the 2024 CDBG Action Plan did not spend its full grant amount, leaving a balance of $16,044.87. By December 2025, the City is expected to complete its analysis of available funds and conduct a minor amendment to redistribute unused funds to a Community Project.
Table 2: CDBG Program Balance as of 6/30/2025
CDBG Activity Balance Status
2023 closed activity #514 reallocated (July 2025) $ 5.18 Closed 2023 closed activity #519 reallocated (July 2025) $ 15,075.34 Closed Closed activities reallocated in 2025 Action Plan subtotal: $15,080.52 2024 Many Mansions activity #521
Open activity to be expended by December 2025 $ 52,941.83 Open 2024 Habitat for Humanity activity #522
Closed activity for future reallocation $ 16,044.87 Closed Total CDBG Program Balance as of 6/30/2025: $ 84,067.22 Community Outreach
Pursuant to the City’s Citizen Participation Plan (Resolution No. 2025-008), a copy of the Draft PY 2024-25 CAPER report was posted on the Community Development Department’s webpage for 15 days to allow for public review and comment starting on August 23, 2025. A physical copy was also made available at City Hall. Further, a prominent display advertisement was placed in the Thousand Oaks Acorn, as well as a legal notice in the Ventura County Star on August 22, 2025. Paper copies of the report were also made available upon request. All public comments received will be included in the final report, which will be submitted to HUD before September 27, 2025.
An electronic copy of the CAPER is provided under separate cover for review by City Council, and a copy is posted on the City’s website at (https://toaks.gov/cdbg).
CDBG PY 2024-25 CAPER
September 9, 2025
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COUNCIL GOAL COMPLIANCE:
Meets the following City Council goals:
A. Create a more equitable, accessible, safe, welcoming, and inclusive government and community regardless of race, color, ethnicity, religion, sex, physical or mental ability, sexual orientation, gender identity and expression, age, language, education, and/or socio-economic status.
C. Operate City government in a fiscally and managerially responsible and prudent manner to ensure that the City of Thousand Oaks remains one of California's most desirable places to live, work, visit, recreate, and raise a family.
H. Participate in public-private and multi-jurisdictional opportunities to ensure residents have access to high levels of parks, recreation, education and leisure programs and services.
PREPARED BY: Lynn Oshita, Community Development Analyst Attachments:
Attachment #1 – CDBG Grants to Thousand Oaks (2015 – 2025) Attachment #2 – CDBG CAPER Summary Program Expenditures Attachment #3 – Minor Amendment #1 to PY 2024 CDBG Action Plan Documents Provided Under Separate Cover:
#1 – Draft PY 2024-25 CAPER
cdd:480-10\ H:\COMMON\Housing & Redevelopment\2026 CDBG\2026 CITY COUNCIL\CAPER