[{"_1":2,"_123":-5,"_124":-5},"loaderData",{"_3":4,"_26":27},"root",{"_5":6,"_17":10,"_18":19,"_20":21,"_22":10,"_23":-5,"_24":-5,"_25":10},"user",{"_7":8,"_9":10,"_11":10,"_12":-5,"_13":-5,"_14":15,"_16":-5},"roles",[],"isAuthenticated",false,"isPremium","planName","subscriptionStatus","featureFlags",{},"insightsBudget","isDevelopmentHost","userPreferences",{},"recaptchaSiteKey","6LcvOJcUAAAAAHsB-gPGfGktcRlKpH7OTIU_dMTD","isImpersonating","impersonation","affiliateStatus","isFreedomPortal","routes/v2/article/layout",{"_28":29,"_30":31},"notFound",true,"relatedArticles",[32,75,87,99,111],{"_33":34,"_35":36,"_37":38,"_39":40,"_41":42,"_43":44,"_45":46,"_47":48,"_49":50,"_51":52,"_53":54,"_55":56,"_57":58,"_59":60,"_61":62,"_63":64,"_65":66,"_67":68,"_69":70,"_71":68,"_72":73,"_74":73},"mediaId",6276095,"mediaKeyId","2661434-293913e2c326b6ad274435108c92111c","parentId",2661434,"title","Board advances draft recording policy; staff to set retention rules under state law","audioSeconds",515,"startMs",1999000,"endMs",2514000,"viewUrl","/Search/View?dp=1&key=2661434-293913e2c326b6ad274435108c92111c&start=1999&end=2514","thumbnailUrl","https://assets.pipeline.soar.com/2661434-293913e2c326b6ad274435108c92111c/thumbnail_1999000.jpg","articleUrl","/articles/6276095/Sun-City-West/Maricopa-County/Arizona/Board-advances-draft-recording-policy-staff-to-set-retention-rules-under-state-law","mediaUrl","https://secure.pipeline.soar.com/6276095-9db384bc9cd264dd90a802780b94d25f/orig.mp4?Expires=1775764639&Signature=dhZizDB7ynAdn2Wx1SJkDdDxhwMBOsmjBsuAP35REyJACzraGwABWe1NhVNr7Tm7o-IA5bnez2kiH16ayNLRpr0B7gIz5Qp4EQZLNtDmtlHDOUm0OZpS9XHRH95cet-0Mlv4ihNbsRWlKJrrgIUTKxSpsY8YqMTakWPb8fGzj3ArX-eXWGo3G1hDJXBV4nd42g~o2nLrfp-BHTm0rPiOqRy4qFWIJUU~UTcUOAJp04GOPqAaI~-b8Mk1OVzRN1sjAa~gZaDHYh5YqtIhpI-T9-T2RzjL27XHjFSvZ0~SjDlP4-Go5vbPWA1cG6gFKy3ZKr9ee9AXgDsUNwypTcQrIQ__&Key-Pair-Id=KUT5TJCACFTXG","author","Sun City West, Arizona","date","2025-03-15T00:00:00Z","article","Sun City West directors reviewed a proposed L14 policy on March 14 that would require recording any governing board or standing-committee meetings that are broadcast and direct staff to adopt a records-retention method aligned with applicable Arizona statutes.

Director Christine Novello said the draft had been reviewed by outside counsel James Hazelwood and that the policy instructed the general manager to develop retention procedures that meet state law. \"What this proposed policy would do is say we will record any of our governing board or standing committee meetings…we charge our general manager and therefore the staff with coming up with a retention policy that will align with applicable state law,\" Novello said.

Directors asked operational questions about platforms and retention. Director Horvath asked whether YouTube will continue as the broadcast platform; Novello replied YouTube is the short-term plan and operations will make longer-term platform decisions. Director Verma asked whether recordings are considered official community documents; Novello and other directors explained that the statutes do not require recording, but if recordings are made the association is required to retain them; the draft therefore directs operations to set retention consistent with state law.

Board members and the general manager noted the policy purposely leaves the retention method flexible so operations can change IT platforms without revising policy text. Novello described a narrow counsel-recommended wording change in the draft and reassured directors legal review comments are on file. The board reached consensus to move the draft L14 policy to the regular meeting for formal vote next week and directed the general manager to adopt an appropriate retention method.

Ending: The policy would formalize recording practice for broadcast meetings and require staff to adopt retention procedures that comply with Arizona statutes; it will be on the next regular meeting agenda for a formal vote.","mediaType","Video","parentTitle","Governing Board Workshop - Friday, March 14, 2025","oneSentenceSummary","Sun City West directors reviewed a proposed L14 policy on March 14 that would require recording any governing board or standing-committee meetings that are broadcast and direct staff to adopt a records-retention method aligned with applicable Arizona statutes.","taxTitle","Sun City West, Maricopa County, Arizona","taxId",54255,"location","headline","","shortSummary",{"_33":76,"_35":36,"_37":38,"_39":77,"_41":78,"_43":79,"_45":80,"_47":81,"_49":82,"_51":83,"_53":84,"_55":56,"_57":58,"_59":85,"_61":62,"_63":64,"_65":86,"_67":68,"_69":70,"_71":68,"_72":73,"_74":73},6276085,"Sun City West clubs seek board approval to host 2025 Bowls USA US Open; board to vote next week",467,1239000,1706000,"/Search/View?dp=1&key=2661434-293913e2c326b6ad274435108c92111c&start=1239&end=1706","https://assets.pipeline.soar.com/2661434-293913e2c326b6ad274435108c92111c/thumbnail_1239000.jpg","/articles/6276085/Sun-City-West/Maricopa-County/Arizona/Sun-City-West-clubs-seek-board-approval-to-host-2025-Bowls-USA-US-Open-board-to-vote-next-week","https://secure.pipeline.soar.com/6276085-58b52969a283011c784ebbf8edc1f8a0/orig.mp4?Expires=1775764639&Signature=KaNqK0B52EcP4cHy54OXVATRrw69r7RbvCe08Ng2kAOS64SznoTJ-TH7~kcgXuY5qbEXhHOfwuVfy4bxhZObqlBi1GpaZoOlle~~dWXv16AM-mdh4s-x6gDQ1ZNKCgQcr1AXy7u3t8djWxHS3rFqf6DHnJMZBtaYJhMzPeiNxXDu~SjPV0fj~bOVHPbhUr-0Cw1-RhutV2UbuCVh8GWy7R~0pN4o0gYwjMYQ1m9g5I8wO0aTdqQ~h9szkdAo7I2d~yh0BseqgXjNbF9vzOenrdVmgrJgvSoM3Z-~ZGB~DU0gGKBJ1ctENDfud7B8tlz-TyNn9wSk3ryV7iFfFUx9HQ__&Key-Pair-Id=KUT5TJCACFTXG","The Johnson Lawn Bowls Club asked the governing board on March 14 for permission to host part of the 2025 Bowls USA US Open, a weeklong national competition. The club requested the board advance the item to the regular meeting for a formal vote.

Nick Turner, who identified himself as president of the Johnson Lawn Bowls Club, said Bowls USA runs the event and asked local clubs to host. Turner said last year the event drew about 311 competitors from 12 countries, including roughly 149 U.S. residents and nearly 90 Canadians. He said clubs in Sun City, Sun City West and The Grand will host multiple greens so competitors can be within a 20-minute travel window.

Turner described operational needs: daily greens maintenance (provided by course staff), extra janitorial service, and temporary restroom solutions — last year porta-potties were used because of unreliable sewage lines near the bowls area. Bowls USA will provide a modest stipend to clubs to fund hospitality (snacks and drinks), and club members not competing will retain access to the fourth green while Bowls USA uses three greens.

Director Rhodes, among others, complimented the community marketing value and the club’s unanimous vote to host. Director Novello asked whether the association would incur direct expenses; Turner said Bowls USA contributes financially and the host clubs will coordinate with staff to determine any additional support needed. The board reached consensus to move the request to the regular meeting for a formal vote next Thursday.

Ending: The board will consider formal approval at its next regular meeting; if approved, staff will coordinate greens maintenance, janitorial support and logistics with Bowls USA and the hosting clubs.","The Johnson Lawn Bowls Club asked the governing board on March 14 for permission to host part of the 2025 Bowls USA US Open, a weeklong national competition. The club requested the board advance the item to the regular meeting for a formal vote.",{"_33":88,"_35":36,"_37":38,"_39":89,"_41":90,"_43":91,"_45":92,"_47":93,"_49":94,"_51":95,"_53":96,"_55":56,"_57":58,"_59":97,"_61":62,"_63":64,"_65":98,"_67":68,"_69":70,"_71":68,"_72":73,"_74":73},6276090,"Sun City West staff to study clay and glass-enameling club expansion; $30,000 architectural placeholder proposed",171,442000,613000,"/Search/View?dp=1&key=2661434-293913e2c326b6ad274435108c92111c&start=442&end=613","https://assets.pipeline.soar.com/2661434-293913e2c326b6ad274435108c92111c/thumbnail_442000.jpg","/articles/6276090/Sun-City-West/Maricopa-County/Arizona/Sun-City-West-staff-to-study-clay-and-glass-enameling-club-expansion-30000-architectural-placeholder-proposed","https://secure.pipeline.soar.com/6276090-8d3e959fb8351029031667d55ef0b0e2/orig.mp4?Expires=1775764639&Signature=JB23i4Pm4fRF4-6XAfnk5eRXuN-RK5GyslFzS8knebh02tsgPXl9wx0wD8hJjQzBXx7C4YFLmtclDPdgk1AHGTrn2X6Gr9UIJxvBDo4HwaL9vvzlI9KWyPKbjTPiFqzghlFVHvAxHQ2XbPKnwiaoD0-2ihpCK7~Zg4GsPZGC6uuY1fVFayFHLXd2Z6gDic9Qtk2iL10cZo8HtRQD06WN0Pqql37yVHWJrQyp3571C7X9TYCsXXmjCC1TfKfeaB5~PM7ANCtdZCgysQNPYmj13OJlhCgtGcufnWFk0rkTC-ns8kyatt0SVP6cEOwz274NuO9aljlOVu1tGx9823At-A__&Key-Pair-Id=KUT5TJCACFTXG","Sun City West directors heard an update on March 14 about a proposed space expansion for the Clay Club and the glass fusing and enameling clubs. The governing board workshop did not take immediate action but accepted a staff-led study and recommended next steps.

Carl Wilhelm read a statement prepared for absent Director John Chattin summarizing meetings that included staff, General Manager, Capital Projects, Facilities Maintenance (Russ Boston), IT (Kyle Hochman), Recreation (Casey Huta), and club representatives. The group reached a majority consensus that Clay Club and glass fusing/enameling need expanded space; photography club, which currently sits between those two rooms at the Beardsley Recreation Center, should be relocated rather than disbanded, the report said.

Wilhelm said a $30,000 capital placeholder for architectural needs was proposed in the FY 2025–26 draft budget to study options. Staff will look for alternative locations or rentable space for Photography West either on association property or offsite.

Safety and scheduling concerns were discussed. Glass fusing and enameling leaders described an operational situation that requires moving glass between two rooms and requested a safety and compliance review; facilities manager Russ Boston said he is working to ensure the club meets safety standards. Directors also vetted operational options such as expanded hours or weekend scheduling; staff said expanded hours were discussed but not considered a substitute for added space, and any weekend-hour changes would require a written proposal to Recreation Manager Casey Huta that demonstrates staffing and program plans.

Members asked about process mapping and efficient layout if new space is found; a public commenter suggested a process study to align equipment and workflows. Board members praised the collaborative committee process and asked staff to continue engagement with clubs before any capital is spent.

Ending: No formal vote was taken. Staff were directed to continue working with the clubs on safety and accommodations and to pursue locating a new space for Photography West; the $30,000 architectural placeholder remains in the FY 2025–26 draft capital proposals for further study.","Sun City West directors heard an update on March 14 about a proposed space expansion for the Clay Club and the glass fusing and enameling clubs. The governing board workshop did not take immediate action but accepted a staff-led study and recommended next steps.",{"_33":100,"_35":36,"_37":38,"_39":101,"_41":102,"_43":103,"_45":104,"_47":105,"_49":106,"_51":107,"_53":108,"_55":56,"_57":58,"_59":109,"_61":62,"_63":64,"_65":110,"_67":68,"_69":70,"_71":68,"_72":73,"_74":73},6276100,"G.M. unveils 1–3 year strategic plan; master plan to follow with public input",168,10982000,11150000,"/Search/View?dp=1&key=2661434-293913e2c326b6ad274435108c92111c&start=10982&end=11150","https://assets.pipeline.soar.com/2661434-293913e2c326b6ad274435108c92111c/thumbnail_10982000.jpg","/articles/6276100/Sun-City-West/Maricopa-County/Arizona/GM-unveils-13-year-strategic-plan-master-plan-to-follow-with-public-input","https://secure.pipeline.soar.com/6276100-58b2b3bcc7aca2893392ad9e40890f46/orig.mp4?Expires=1775764639&Signature=VGVOw4EgzOzCXV-RSCug06CmE7RP3116JWQKTgaJODh3FKMzIBJvA4iwEcZAl-kM55CzQlRRZmgPX~4C-26CQNByxYf6Xd4~SALhE1hrRJqL-sRIYrf4hqLcWajivL96~hLnJsTP5im06e8BPNWmWwkGmzZ1sKLyFrZh37yS7CiGjccBtSRITZv6VuT-3mt0XDWw5s45pQO6xudulNoImLDxvKFsKufdFcdQefsUIgoYq1KN3K94f7C5TLKhP0PKX8DqJGEeZ14ur1AWJ9gmIED31jGwYBdkRJsG~v4-enurPNV24V4zBP~waED~i3sjk14Ot5eGevGcXVOxpCevkA__&Key-Pair-Id=KUT5TJCACFTXG","Sun City West’s general manager presented a concise strategic plan framework on March 14 that organizes the association’s priorities into 1–3 year initiatives and separates those near-term tasks from a longer-range master plan requiring broader member input.

Stephen Erno told the governing board the strategic plan is intended as an operational roadmap: \"The strategic plan is really the short-term projects and initiatives — the 1 to 3 year projects — created with input from the governing board and staff,\" he said. Erno emphasized the plan will be updated annually and used to prioritize deliverables, assign departmental leads and provide public accountability.

Erno distinguished the short-term strategic plan from a master plan he described as a separate, more expansive effort that will include surveys, focus groups and multiple community meetings to assess long-term needs (five to 20 years) and changing demographics. The master plan is budgeted in the 2025–26 fiscal proposal and will launch pending budget approval.

The draft strategic document condenses mission and vision statements, proposes concise organizational values, and lays out strategic focus areas with guiding principles and assigned departmental leads. Erno said the consultant team that assisted the board and staff produced a product intended to be updated internally in subsequent years; the consultants noted their approach was designed so the association will not need outside help every cycle.

Board members and public commenters welcomed the clarity and urged stability of priorities. Member Nick Turner said the board should \"keep priorities constant as long as we can\" to give staff time to deliver. Director comments praised the process and encouraged resident engagement during the master-plan phase.

Ending: The strategic plan will be published for member review and the master-planning work — budgeted for FY 2026 — will begin after the board finalizes the budget and confirms consultant engagements.","General Manager Stephen Erno presented a strategic plan framework that sets 1–3 year initiatives, distinguishes those from a longer-term master plan (5–20 years), and commits to annual updates; the board adopted the approach and scheduled public engagement for future master-plan work.",{"_33":112,"_35":36,"_37":38,"_39":113,"_41":114,"_43":115,"_45":116,"_47":117,"_49":118,"_51":119,"_53":120,"_55":56,"_57":58,"_59":121,"_61":62,"_63":64,"_65":122,"_67":68,"_69":70,"_71":68,"_72":73,"_74":73},6276105,"Sun City West board previews $5.0M capital plan, proposes 4.9% dues increase and golf rate hikes",4574,4109000,8683000,"/Search/View?dp=1&key=2661434-293913e2c326b6ad274435108c92111c&start=4109&end=8683","https://assets.pipeline.soar.com/2661434-293913e2c326b6ad274435108c92111c/thumbnail_4109000.jpg","/articles/6276105/Sun-City-West/Maricopa-County/Arizona/Sun-City-West-board-previews-50M-capital-plan-proposes-49-dues-increase-and-golf-rate-hikes","https://secure.pipeline.soar.com/6276105-23082096bb471ced222a7a954b8e3c0d/orig.mp4?Expires=1775764639&Signature=kYhob7X~DdBKBBS~Q7n7Q3PHfY0LRkq7dmj~IhigUegmnBTRjPdxTsg2rlq2JfG6BDAZTl6x5CChxoL7IBdkODUeZ7UFurMlkXbh3q2vk4Xl0JzQi0SDnphXXpkCLo8HxybLl20O2qmOeVgd3dlbR9gQWqJdClSNzQR9zleuz5OO10a8Fw2e9SxVXp1KggU-Pb92g7BT4nAJG~WWA~roHWjLa2NTXlGO-5k~kgCfexslOHEKDbMEuMIqY-qUFOHZPvBM6OXFynKt2XUxUeGqIsBYsw8RznGPbKO5NCwZholgwMUybErcaF5uDcFqhocR7vP57w5kakp9n88cINRFuA__&Key-Pair-Id=KUT5TJCACFTXG","Sun City West’s finance director laid out a proposed 2025–26 financial plan on March 14 that would fund $4.9 million in new capital and $4.2 million in repair-and-replacement allowances while keeping the community’s long-term reserve strategy intact.

CFO Cliff Swan said the combined operating and capital plan aims to preserve nearly 53 buildings and the association’s amenities, forecasting $29.9 million in operating revenue for the current year and recommending a dues increase that would move the monthly member assessment from $5.70 to $5.98. \"Dues are 55% of our overall operating budget,\" Swan said. He told the board the proposed 4.9% increase would generate about $754,000 in additional revenue and allow the association to deposit $1.2 million into the reserve fund in FY 2026.

The nut of the proposal: keep facilities maintained, fund several irrigation and capital projects, and cover higher personnel and insurance costs. Swan explained payroll and benefits account for 63% of operating costs; a merit-and-pay pool totaling up to 4% of wages is included in the budget; the budget also reflects an anticipated workers’ compensation renewal increase and an estimated 8% rise in property and casualty and health insurance costs. \"We have to budget for positions that become open throughout the year,\" Swan said, noting the draft budget assumes roughly 300 full-time equivalent positions across divisions.

On revenue, the plan would also raise golf rates: members would see a $1 rise during peak and transition seasons, while nonmember peak-season greens fees would increase by $6. The golf team projects 320,000 rounds in the coming year; Swan and golf staff argued the nonmember revenue subsidizes course upkeep and overall operations. Proposed bowling, snack and nonresident-card fee changes were also presented: a modest per-game bowling increase and a $10 rise in the nonresident recreation card to $40 were among those proposals that would yield roughly $65,000 in additional revenue.

Swan described capital changes since the February packet: a $300,000 website redesign and app line-item added to new capital, a $75,000 deferral of tennis windscreens, and removal of a softball scoreboard because a private donor committed funding. Facilities/capital manager Carl Wilhelm reviewed other shifts, including a reduction of allowances and deferrals that lowered near-term capital demand by about $1.2 million. Swan emphasized the association’s irrigation replacements use longer-life materials that extend useful lives and reduce long-term reserve needs.

Director Christine Novello, chair of Budget & Finance, said the committee will continue to refine \"pull-outs\" (items to be reviewed separately) and expects further recommendations at the committee’s April meetings. Swan and Novello outlined the schedule: Q&A with the board next week, further committee reviews in April, community forums the week of April 20, and final budget adoption in late May.

Audience members pressed technical questions about reserve-study assumptions and capital categorization. Member Bill Weaver asked whether projected repairs over an asset’s life are included in the reserve model; Swan replied operating maintenance is kept separate and the reserve study covers replacements and their estimated useful life and replacement cost. Swan said the finance team has recently reconciled the fixed-asset schedule to remove outdated items and improve reserve accuracy.

The board reached informal consensus to move the FY 2025–26 financial plan and associated capital items to the regular governing-board meeting schedule for formal action and set public forums the week of April 20. Cliff Swan and Director Novello urged residents to review the packet and submit questions ahead of the April committee reviews and the public sessions.

Ending: The governing board will consider the proposed dues and fee changes and vote on the budget following the scheduled committee reviews and public forums; Swan noted timing and adoption details are in the packet and urged participation in the April schedule.","CFO Cliff Swan presented the proposed 2025–26 operating and capital plan outlining a $5.0 million capital program, a proposed 4.9% increase in member dues (to $5.98/month), golf rate increases for members and nonmembers, and staffing and benefit changes that raise payroll costs. The board set dates for hearings and final vote.","actionData","errors"]

Article not found

Board advances draft recording policy; staff to set retention rules under state law

Sun City West clubs seek board approval to host 2025 Bowls USA US Open; board to vote next week

Sun City West staff to study clay and glass-enameling club expansion; $30,000 architectural placeholder proposed

G.M. unveils 1–3 year strategic plan; master plan to follow with public input

Sun City West board previews $5.0M capital plan, proposes 4.9% dues increase and golf rate hikes