To: Andrew P
owers, City Manager
From: Kelvin Parker, Community Development Director
Date: May 16, 2025
Subject: Budget Adjustment #1 to Program Year 2025 CDBG Action Plan The City’s Cit
izen Participation Plan (City Council Resolution 2025-008) allows the City Manager to administratively approve funding revisions to the City’s Community Development Block Grant ( CDBG) Action Plan, provided that said changes total less than 10 percent of the annual grant amount under U.S.
Department of Housing and Urban Development (HUD) regulations . The final Program Year 2025- 26 (PY 2025) CDBG grant totals $648,246 , an increase of $40,329.52 from the allocation estimate of $607,919.48 used to create the draft Action Plan.
Budget Adj
ustment #1 requests administrative approval to make the following changes to allocate the additional funds:
1) Add $35,000 to the Community Development Projects Budget. 2) Add $5,000 to the Public and Social Services Budget. 3) Add $329.52 to the CDBG Program Administration Budget. 4) Increase project grant with Habitat for Humanity of Ventura County from $157,500 to $175,000.
5) Increase project grant with Senior Alliance for Empowerment from $107,500 to $125,000.
6) Increase public service grant with Many Mansions Community Service from $15,000 to $20,000.
On April
29, 2025, City Council approved the draft 2025 CDBG Action Plan budget (Attachment #1) of $623,000, which included $15,080.52 in prior year funding as summarized in Table A for three projects, four public service activities, and program administration. During the same meeting, City Council authorized the City Manager to adjust the budget administratively if necessary.
Table A: PY 2025 Approved CDBG Budget Activities (April 29, 2025) CDBG Community Projects
• Many Mansions, Shadow Hills Capital Improvement (HS9266) $175,000 • Habitat for Humanity of Ventura County (Habitat) (HS9267) $157,500 • Senior Alliance for Empowerment (SAFE) (HS9268) $107,500 $ 440,000.00
Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3 ATTACHMENT #3
CDBG Budget Adjustment to Program Year 2025 Action Plan May 16, 2025
Public and Social Services Grants
• Turning Point Foundation, Our Place Safe Haven (BG9835) $25,000 • Senior Concerns, Meals on Wheels (BG9818) $25,000
• St. Vincent de Paul, Assist Needy (BG2029) $25,000
• Many Mansions, Community Services (BG9828) $15,000
$ 90,000.00
CDBG Program Administration $ 93,000.00
TOTAL 2025 CDBG BUDGET – April 29, 2025 $ 623,000.00
On May 14,
2025, the City received a letter from HUD (Attachment #2), showing the actual CDBG allocation for PY 2025 as $648,249, an increase of $40,329.52 from the allocation estimate. The additional funds represent less than 10% of the allocation, and therefore, the City Manager has the authority to approve the adjustment.
The proposed bu
dget amendment intends to increase grants by $17,500 to both the Habitat and SAFE grants, increase by $5,000 the Many Mansions Community Service grant, and increase the Administration budget by $329.52 , as shown in Table B.
Table B: Adjustments to PY 2025 CDBG Activities
CDBG Activity Existing Adjustment New
CDBG Projects
Many Mansions Shadow Hills (HS9266)
Habitat (HS9267)
SAFE (HS9268)
$ 175,000.00
$
157,500.00
$ 107,500.00
$ 0.00
$ 17,
500.00
$ 17,500.00
$ 175,000.00
$ 1
75,000.00
$ 125,000.00
Public and Social Services
Turning Point Foundation (BG9835)
St. Vincent de Paul (BG2029)
Senior Concerns (BG9818)
Many Mansions Cmty. Srvs. (BG9828)
$ 25,000.00
$ 25,
000.00
$ 25,000.00
$ 15,000.00
$ 0.00
$ 0.00
$ 0.00
$ 5,000.00
$ 25,000.00
$ 25,
000.00
$ 25,000.00
$ 20,000.00
CDBG Administration $ 93,000.00 $ 329.52 $ 93,329.52 TOTAL 2025 CDBG BUDGET $ 623,000.00 $ 40,329.52 $ 663,329.52 Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3
CDBG Budget Adjustment to Program Year 2025 Action Plan May 16, 2025
The CDBG Review Committee was provided with the CDBG activities update on May 14, 2025, and is in support of the CDBG activities revisions to increase the grant funds to three local nonprofits and a nominal increase to the CDBG Program Administration budget.
Upon City Man
ager’s approval of Budget Amendment #1, staff will take the necessary steps as required by HUD to adjust t he PY 2025 CDBG Action Plan activities as shown in Attachment #3.
PREPARED BY:
Lynn Oshita, Community Development Analyst
Budget Adjustment approved by:
Andrew P. Powers, City Manager Approval Date
ATTEST: Approved As To Form
Office of City Attorney
Laura B. Maguire, City Clerk Tracy Friedl, Assistant City Attorney Attachme
nts:
Attachment #1 – PY 2025 Draft CDBG Budget (April 2025)
Attachment #2 – PY 2025 HUD CPD Grant Allocation Letter (May 14, 2025) Attachment #3 – PY 2025 Proposed CDBG Budget (May 2025) Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3 5/16/2025
A. $175,000.00
B. $157,500.00
C. $107,500.00
D. $65,000.00
E. $25,000.00
F. $93,000.00
$623,000.00
DRAFT - April 2025
CDBG Program Administration
Includes City’s Administration costs (BGADMN), County of Ventura Fair Housing Program cost (BG2024), & Ventura County Regional Consolidated Plan/Analysis of Impediment to Fair Housing Choice/Affirmatively Furthering Fair Housing (BGADMN).
TOTAL 2025 CDBG BUDGET
* Should HUD’s authorized entitlement grant amount differ from the expected amount, CDBG budget will be adjusted accordingly.
Version 2025-02
Public and Social Services Grants – Homelessness
Turning Point Foundation. Our Place Safe Haven – BG9835 (9 clients) $ 25,000 Public and Social Services Grants – Non-Homelessness
Senior Concerns, Meals on Wheels – BG9818 (225 clients) $ 25,000 St. Vincent de Paul St. Paschal Baylon, Assist Needy – BG2029 (30 clients) $25,000 Many Mansions, Community Services – BG9828 (500 clients) $ 15,000 Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (9 units) Many Mansions – Shadow Hills Apartments (HS9266)
Replacing roofs and ancillary items related to roof, such as painting, and Davis Bacon Prevailing Wage Monitoring (100 affordable units and 1 manager's unit) $ 5.18 (2023 Fund) + 15,075.34 (2023 Fund) + 159,919.48 (2025 Fund) = $175,000 Habitat for Humanity of Ventura County – Habitat Home Repair (HS9267) Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (10 units) Senior Alliance for Empowerment (SAFE) – Home Rehabilitation (HS9268) $93,000.00 for CDBG Program Administration, item F. (~20%) 15,075.34 Reallocated Funds from 2023 BGADMN
$623,000.00 Total CDBG Resources
$440,000.00 for Community Development Projects, items A, B, and C. (~65%) $90,000.00 for Public/Social Services Grants, items D and E. (~15%) 2025-26 CDBG ACTION PLAN BUDGET
CDBG Resources: $ 623,000.00
$607,919.48 2025-26 CDBG Entitlement Grant*
5.18 Reallocated Funds from 2023 HS9262
Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3 Attachment #1 to
5/16/2025 Action
Plan
May 14, 2025
The Honorable David Newman
Mayor of Thousand Oaks
2100 E Thousand Oaks Boulevard
Thousand Oaks, CA 91362-2996
Dear Mayor Newman,
Secretary Scott Turner is committed to improving housing opportunities, reducing regulations to lower housing cost, and expanding housing supply for hardworking Americans.
The nationwide shortage of rental and owner-occupied properties and the current rate of construction has not kept pace with the demand. This lack of adequate housing supply leads to higher prices for renters and homebuyers alike, forcing some into homelessness and preventing countless Americans from becoming homeowners. Across the country, partnerships between public and private sectors are providing millions of Americans an opportunity to get ahead. HUD is determined to continue its collaboration with you so programs are responsibly utilized and can spark additional leveraging and partnerships to address the nation’s housing crisis.
As authorized by the Consolidated Appropriations Act (Public Law 119-4) on March 15, 2025, I am honored and excited to announce that your jurisdiction is receiving the following Fiscal Year 2025 allocations for the identified programs:
Community Development Block Grant (CDBG) - $648,249.00
HOME Investment Partnerships (HOME) - $0.00
Emergency Solutions Grants (ESG) - $0.00
Housing Opportunities for Persons W/ HIV/AIDS (HOPWA) - $0.00 Housing Trust Fund (HTF) - $0.00
Recovery Housing Program (RHP) - $0.00
In addition, your jurisdiction’s CDBG allocation for this year provides you with $3,241,245.00 in available Section 108 loan guarantee borrowing authority. Section 108 permits you to borrow up to five times of your current CDBG allocation. This loan allows jurisdictions to maximize access to low-interest capital, and provide long-term financing to invest in Opportunity Zones, or further address gap financing for big projects that you envision for your community.
Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3 Attachment #2 to
5/16/2025 Action Plan
2 As you are finalizing your Annual Action Plans or Consolidated Plans that are due for submission to our office by August 16, 2025, please be reminded that it is important to align with executive orders and applicable laws. If you or any member of your staff have questions, please do not hesitate to contact your local HUD Field Office in Los Angeles or [email protected].
Thank you for your interest in CPD programs and for ensuring that these dollars are responsibly achieving outcomes as intended by law. When people have a safe and stable place to call home, they can focus on contributing to the economy and be productive members of their respective communities.
Sincerely,
Claudette Fernandez
General Deputy Assistant Secretary
for Community Planning and Development
Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3
A. $175,000.00
B. $175,000.00
C. $125,000.00
D. $70,000.00
E. $25,000.00
F. $93,329.52
$663,329.52
May 2025
2025-26 CDBG ACTION PLAN BUDGET
CDBG Resources: $ 663,329.52
$648,249.00 2025-26 CDBG Entitlement Grant*
5.18 Reallocated Funds from 2023 HS9262
15,075.34
Many Mansions – Shadow Hills Apartments (HS9266)
Reallocated Funds from 2023 BGADMN
$663,329.52 Total CDBG Resources
$475,000.00 for Community Development Projects, items A, B, and C. (~65%) $95,000.00 for Public/Social Services Grants, items D and E. (~15%) $93,329.52 for CDBG Program Administration, item F. (~20%) Public and Social Services Grants – Non-Homelessness
Replacing roofs and ancillary items related to roof, such as painting, and Davis Bacon Prevailing Wage Monitoring (100 affordable units and 1 manager's unit) $ 5.18 (2023 Fund) + 15,075.34 (2023 Fund) + 159,919.48 (2025 Fund) = $175,000 Habitat for Humanity of Ventura County – Habitat Home Repair (HS9267) Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (10 units) Senior Alliance for Empowerment (SAFE) – Home Rehabilitation (HS9268) Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (9 units) Senior Concerns, Meals on Wheels – BG9818 (225 clients) $ 25,000 St. Vincent de Paul St. Paschal Baylon, Assist Needy – BG2029 (30 clients) $25,000 Many Mansions, Community Services – BG9828 (500 clients) $ 20,000 Public and Social Services Grants – Homelessness
Turning Point Foundation. Our Place Safe Haven – BG9835 (9 clients) $ 25,000 CDBG Program Administration
Includes City’s Administration costs (BGADMN), County of Ventura Fair Housing Program cost (BG2024), & Ventura County Regional Consolidated Plan/Analysis of Impediment to Fair Housing Choice/Affirmatively Furthering Fair Housing (BGADMN).
TOTAL 2025 CDBG BUDGET
* Should HUD’s authorized entitlement grant amount differ from the expected amount, CDBG budget will be adjusted accordingly.
Version 2025-05
Docusign Envelope ID: 9332E073-90D0-4BD2-AD31-499FE5BC52B3 Attachment #3 to
5/16/2025 Action
P
lan
To: Andrew P
owers, City Manager
From: Kelvin Parker, Community Development Director
Date: June 18, 2025
Subject: 2025-2029 Regional Consolidated Plan CDBG Adjustment On April
29, 2025, City Council adopted the City’s Citizen Participation Plan (City Council Resolution 2025-008) that allows the City Manager to administratively approve funding revisions to the City’s Community Development Block Grant ( CDBG) Action Plan, provided that said changes total less than ten percent of the annual grant amount under U.S. Department of Housing and Urban Development (HUD) regulations . At the same meeting, City Council approved the draft 2025-2029 Regional Consolidated Plan (RCP), which included the draft Program Year 1 (2025-26) CDBG Action Plan.
On May 14,
2025, the City received a letter from HUD, showing the actual CDBG allocation for PY 2025 as $648,249, an increase of $40,329.52 from the allocation estimate.
While the C
ity Manager approved the annu al budget adjustment on May 16, 2025, the accompanying memo did not update the five-year estimated CDBG funds in the RCP.
This memo serves to clarify the five-year estimate and outcome indicators.
Strateg
ic Plan
As the c
enterpiece of the RCP, the Strategic Plan (SP) has established six regional goals.
The SP describes general priorities for assisting households, programs to support those households in need, and five- year objectives. The SP has established that the City will receive approximately $3 million in CDBG funds over the next five years. SP goals are summarized in Table 1 below and relate specifically to Thousand Oaks.
Table 1: Strategic Plan Goals – Approved by City Council on 4/29/2025 Thousand Oaks
CDBG 5-year Goal
CDBG
Fund
%
Estimated
2025-2029
CDBG Funds
5-year Goal
Outcome Indicator
Improve the Supply of
Affordable Housing (Goal 1) 65% $1,972,887 Rehab 250 Multi-Family units and 50 Single-Family units
Docusign Envelope ID: 7F69FDA2-548B-4B04-AF1F-7C4C7D95F58F
2025-2029 Regional Consolidated Plan CDBG Adjustment
June 18, 2025
Increase and Improve
Social Services (Goal 2) 10% $303,521 Provide services to 4,000 Thousand Oaks residents
Work to End Homelessness
(Goal 3) 5% $151,760 Provide shelter to 25
Thousand Oaks residents
Effective Administration
(Goal 6) 20% $607,042 5 years of CDBG Program
and HUD administration
5-Year Total 100% $3,035,210
Strateg
ic Plan - Adjustment
While t
he CDBG 5-Year Goal and CDBG Fund percentage will not change, the estimated CDBG funds the City would receive in five years have changed with the announcement of Program Year 1 (2025- 26) allocation of $648,249. Thus, SP adjustment in the RCP for Thousand Oaks is needed.
Due to the r
eliance on CDBG funds, local non- profit agencies have indicated that they anticipate a decrease in funding from non-CDBG sources in the future. As a result, the City is adjusting the outcome indicator for the five- year Goal 2, “Increase and Improve Social Services,” from 4,000 to 2,500 Thousand Oaks residents. Other outcome indicator goals will remain unchanged.
Table 2: Strategic Plan Goals - Update
Thousand Oaks
CDBG 5-year Goal
CDBG
Fund
%
Estimated
2025-2029
CDBG Funds
5-year Goal
Outcome Indicator
Improve the Supply of
Affordable Housing (Goal 1) 65% $2,106,809
Rehab 250 Multi-Family
units and 50 Single-Family
units
Increase and Improve
Social Services (Goal 2) 10% $324,125 Provide services to 2,500 Thousand Oaks residents
Work to End Homelessness
(Goal 3) 5% $162,062 Provide shelter to 25
Thousand Oaks residents
Effective Administration
(Goal 6) 20% $648,249 5 years of CDBG Program
and HUD administration
5-Year Total 100% $3,241,245
Action
Plan (AP) - Adjustment
As a resul
t, the City is adjusting the outcome indicator for the five-year Goal 2, “Increase and Improve Social Services .” The Conejo Valley Senior Concerns Meals on Wheels Docusign Envelope ID: 7F69FDA2-548B-4B04-AF1F-7C4C7D95F58F
2025-2029 Regional Consolidated Plan CDBG Adjustment
June 18, 2025
program goal of 225 will be reduced to 90 Thousand Oaks clients. All other PY 2025-26 CDBG activity goals for Year 1 will remain unchanged.
Upon Cit
y Manager’s approval of RCP Adjustment, staff will take the necessary steps as required by HUD to adjust the RCP and PY 2025 CDBG Action Plan as shown above in Table 2 and Attachment #1.
PREPARE
D BY: Lynn Oshita, Community Development Analyst
Adjustment approved by:
Andrew P. Powers, City Manager Approval Date
ATTEST: Approved As To Form
Office of City Attorney
Laura B. Maguire, City Clerk Tracy Friedl, Assistant City Attorney Attach
ments:
Attachment #1 – PY 2025 Updated CDBG Budget (June 2025) Docusign Envelope ID: 7F69FDA2-548B-4B04-AF1F-7C4C7D95F58F 6/18/2025
Attachment #1 to
6/18/2025 Adjustment
A. $175,000.00
B. $175,000.00
C. $125,000.00
D. $70,000.00
E. $25,000.00
F. $93,329.52
$663,329.52 TOTAL 2025 CDBG BUDGET
* Should HUD’s authorized entitlement grant amount differ from the expected amount, CDBG budget will be adjusted accordingly.
Version 2025-06
Senior Concerns, Meals on Wheels – BG9818 (90 clients) $ 25,000 St. Vincent de Paul St. Paschal Baylon, Assist Needy – BG2029 (30 clients) $25,000 Many Mansions, Community Services – BG9828 (500 clients) $ 20,000 Public and Social Services Grants – Homelessness
Turning Point Foundation. Our Place Safe Haven – BG9835 (9 clients) $ 25,000 CDBG Program Administration
Includes City’s Administration costs (BGADMN), County of Ventura Fair Housing Program cost (BG2024), & Ventura County Regional Consolidated Plan/Analysis of Impediment to Fair Housing Choice/Affirmatively Furthering Fair Housing (BGADMN).
Public and Social Services Grants – Non-Homelessness
Replacing roofs and ancillary items related to roof, such as painting, and Davis Bacon Prevailing Wage Monitoring (100 affordable units and 1 manager's unit) $ 5.18 (2023 Fund) + 15,075.34 (2023 Fund) + 159,919.48 (2025 Fund) = $175,000 Habitat for Humanity of Ventura County – Habitat Home Repair (HS9267) Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (10 units) Senior Alliance for Empowerment (SAFE) – Home Rehabilitation (HS9268) Mobile Home Rehabilitation Rehab for Low-Income Owner/Occupants (9 units) for Community Development Projects, items A, B, and C. (~65%) $95,000.00 for Public/Social Services Grants, items D and E. (~15%) $93,329.52 for CDBG Program Administration, item F. (~20%) As of June 2025
2025-26 CDBG ACTION PLAN BUDGET
CDBG Resources: $ 663,329.52
$648,249.00 2025-26 CDBG Entitlement Grant*
5.18 Reallocated Funds from 2023 HS9262
15,075.34
Many Mansions – Shadow Hills Apartments (HS9266)
Reallocated Funds from 2023 BGADMN
$663,329.52 Total CDBG Resources
$475,000.00
Docusign Envelope ID: 7F69FDA2-548B-4B04-AF1F-7C4C7D95F58F CDD:480-10\ H:\COMMON\Housing & Redevelopment\2027 CDBG\CITY COUNCIL\CAPER 25\Staff Report-CAPER 2025