TO:Andrew P. Powers, City Manager
FROM:Kelvin Parker, Community Development Director
DATE:September 15, 2026
SUBJECT: Community Development Block Grant Program Year 2025-26 Consolidated Annual Performance and Evaluation Report
RECOMMENDATION:
1. Approve Program Year (PY) 2025-26 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 $652,426.10 in Community Development Block Grant (CDBG) program expenditures for PY 2025- 26 (July 1, 2025, to June 30, 2026). Minimal staff time to prepare this report is included in the Adopted FY 2026-27 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 a CDBG entitlement jurisdiction, the City receives direct HUD funding each year to implement the Action 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 Grant Program Year 2025-26 CAPER
September 15, 2026
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9 5
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:
On April 29, 2025, City Council approved the PY 2025-26 CDBG Action Plan, which allocated funding for three community projects, four public service organizations, and program administration.
On May 14, 2025, the City received HUD’s final PY 2025 CDBG allocation in the amount of $648,249.00, which was $40,329.52 higher than the estimated allocation used in the approved Action Plan.
Because the increase was less than 10 percent of the annual grant amount, the funding revision qualified as a minor amendment under the City’s Citizen Participation Plan, adopted by City Council Resolution No. 2025-008. The Citizen Participation Plan authorizes the City Manager to administratively approve CDBG Action Plan funding revisions when the total change is less than 10 percent of the annual grant amount.
The Program Year 2025-26 grant allocation (CDBG PY 2025) totaled $648,249.00. An additional $84,067.22 in unexpended prior-year CDBG funds was carried forward, resulting in a total available budget of $732,316.22. Of this amount, $652,426.10 was expended for housing rehabilitation, social services grants, and program administration. The remaining balance of $79,890.12 will be carried forward to PY 2026-27. Attachment #2 provides a detailed summary of the CDBG PY 2025-26 CAPER.
On May 16, 2025, a Minor Amendment Budget Adjustment to the PY 2025-26 CDBG Action Plan was administratively approved. On June 18, 2025, the related goal adjustment to the 2025-2029 Regional Consolidated Plan was also administratively approved. Both approvals are included as Attachment #3. Table 1 summarizes the activities completed and expenditures incurred during the program year.
Table 1: PY 2025-26 CDBG Program Budget and Expenditure Summary* Balance
6/30/2025
PY 2025-26
Allocation Expenditures Adjustments Balance
6/30/2026
Community
Projects $ 84,067.22 $ 459,919.48 $ 464,096.58 $ 0 $ 79,890.12 Public
Services 0 95,000.00 95,000.00 0 0
Admin 0 93,329.52 93,329.52 0 0
Total $ 84,067.22 $ 648,249.00 $ 652,426.10 $ 0 $ 79,890.12 * Note: Actual numbers in CAPER may vary due to rounding.
CDBG Grant Program Year 2025-26 CAPER
September 15, 2026
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9 5
Community Projects
The Community Projects expenditure for PY 2025-26 of $464,096.58 consisted of three projects from 2025 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 $52,941.83 for capital improvements that involved renovating the gazebo and installing lights, which were completed in October 2025. Prior year CAPER reported on the $119,058.17 installation of security camera and administrative costs. Total project cost $172,000.00, benefiting 71 affordable units and one manager’s unit.
2)2025 Many Mansions - Shadow Hills Project: A total of $175,000.00 was expended for the re-roofing project at the Shadow Hills apartments. The project was completed in August 2025 and improved the safety and longevity of 100 affordable units.
3)2025 Habitat for Humanity of Ventura County (HABITAT) - Mobile Home Repair Program: Habitat’s budget for PY 2025-26 was $175,000.00.
This activity expended $111,154.75, benefited nine LMI units at various mobile home parks. The project was completed in June 2026. Activities included the replacement of windows, doors, floors, decks, stairs, lights, and permanent appliances. The remaining $63,845.25 was unexpended and will be carried forward for allocation to a future Community Project activity. 4)2025 Senior Alliance For Empowerment’s (SAFE) - Mobile Home Rehabilitation Program: This activity expended $125,000.00, benefited 12 LMI units at various senior mobile home parks, and was completed in June 2026. Activities involved replacing roofs, windows, HVAC, and water heaters.
Public Services
A total of $95,000.00 was expended towards public services, serving 9 people experiencing homelessness and 716 non-homeless LMI City residents. These activities met HUD’s national objective of benefiting low- and moderate-income persons and supported the outcome of “Suitable Living Environment and Accessibility (SL-1).”
1)Many Mansions - Community Services (Apartment Residents):
expended $20,000.00.
CDBG Grant Program Year 2025-26 CAPER
September 15, 2026
1 5
9 5
2)Senior Concerns - Meals on Wheels: expended $25,000.00. 3)St. Vincent de Paul - Emergency Assistance: expended $25,000.00. 4)Turning Point Foundation - Our Place Safe Haven: expended $25,000.00.
Administration
The City is entitled to recover a portion of its CDBG program administration costs, including staffing, public notices, printing, overhead, participation in the Ventura County Regional Consolidation Plan, and a Fair Housing Counseling program, a collaboration effort with the County of Ventura and the Housing Rights Center of Los Angeles. Administrative expenditures totaled $93,329.52 which is below the 20 percent cap established for CDBG administrative costs.
CDBG Ending Balance - June 30, 2026
The CDBG ending balance as of June 30, 2026 totals $79,890.12 and includes residual funds from one closed activity and one open activity, as shown in Table
2. The closed activity from the 2024 CDBG Action Plan totals $16,044.87 and was reallocated by City Council through the 2026 CDBG Action Plan, with activity beginning July 1, 2026. The open contract activity includes $63,845.25 in unexpended funds. Staff will defund this activity and reallocate the funds to a future CDBG Community Project.
Table 2: CDBG Program Balance as of 6/30/2026
CDBG Activity Balance Status
2024 Habitat for Humanity activity #522
Closed activity reallocated in 2026 Action Plan. $ 16,044.87 Closed 2025 Habitat for Humanity #532
Open activity to be defunded for future reallocation. $ 63,845.25 Open Total CDBG Program Balance as of 6/30/2026: $ 79,890.12 Community Outreach
Pursuant to the City’s Citizen Participation Plan (City Council Resolution No. 2025- 008), a copy of the Draft PY 2025-26 CAPER report was posted on the Community Development Department’s webpage for 15 days to allow for public review and comment starting on August 29, 2026. 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 CDBG Grant Program Year 2025-26 CAPER
September 15, 2026
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August 28, 2026. 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, 2026.
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).
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.
G. Continue City's commitment to community and cultural programs and services (such as Performing Arts/Theatres, Libraries, TOTV, Visual Arts, Youth and Senior Programs).
PREPARED BY: Karen Ponce, Community Development Analyst Attachments:
Attachment #1 – CDBG Grants to Thousand Oaks (2016 – 2026) Attachment #2 – CDBG CAPER Summary Program Expenditures Attachment #3 – CDBG Minor Amendments to PY 2025-2029 Regional Consolidated Plan and PY 2025 Action Plan
Documents Provided Under Separate Cover:
#1 – Draft PY 2025-26 CAPER
CDD:480-10\ H:\COMMON\Housing & Redevelopment\2027 CDBG\CITY COUNCIL\CAPER 25\Staff Report-CAPER 2025