Sun City West committee reviews FY 2025–26 financial plan; $5.9M in capital projects highlighted

Sun City West Budget and Finance Committee Treasurer Director Christine Novello convened the committee on April 15, 2025, to review the proposed fiscal year 2025–26 annual financial plan. Cliff (presenter) summarized the operating budget, capital improvement program and reserve projections, and said the annual plan “has 19 of the 40 or so items in terms of deliverables or objectives in our strategic plan.”

The discussion centered on three takeaways: (1) major capital spending this year funded largely by assessment processing fees (APFs), (2) how the association budgets for operating costs and staffing, and (3) multi‑year water‑conservation/irrigation projects for the association’s golf courses. Cliff described the capital plan as showing roughly $8.1 million in cash inflows for capital this year, with $5.9 million coming from APF fees, $1.2 million from member dues and $981,000 from the reserve fund. He said the association is budgeting approximately $5.9 million in capital improvements for the coming year and projects about $53 million in capital improvements over the next five years.

Why it matters: the committee and staff framed the plan as balancing routine operations, strategic deliverables and long‑lived infrastructure replacement. Cliff said the reserve…