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Sun City West committee adds $250,000 master plan to FY25–26 capital list
Summary
The Budget & Finance Committee recommended the governing board include a $250,000 master plan in the FY25–26 capital improvement list. Staff said the money will fund consultant-led community engagement, data collection and recommendations; procurement will start in FY25–26 and completion is expected 9–12 months after a consultant is hired.
The Sun City West Budget and Finance Committee on April 2025 recommended that the governing board include a $250,000 master plan as a capital project in the FY25–26 budget.
The master plan will fund a consultant-led effort for “extensive research and data collection” that staff said will include community surveys, member engagement workshops, stakeholder meetings and evaluation of existing facilities and programs. “We’re gonna be proposing extensive research and, data collection that'll include a lot of community surveys, member engagement workshops, stakeholder meetings, programs, and services,” Capital Projects Manager Dave Johnson said.
Committee members said the master plan is a deliverable tied to the association’s strategic plan and described it as an asset that will inform long-term capital priorities. “This is an asset to the community,” a staff member speaking on finance and planning told the committee, adding that the master plan is a required deliverable in the strategic plan and will feed future capital decisions.
Staff and committee members discussed timeline and funding. General Manager Steven (first name used in the meeting) said the FY25–26 budget would include procurement steps: an RFP will be issued in FY25–26 to select a consultant, and the consultant’s work would likely take about nine to 12 months after onboarding. “The goal is during FY 25–26 is to actually get the consultant on board,” he said; he added he did not anticipate the full plan would be completed within the coming fiscal year.
The committee also discussed accounting treatment and funding source. Staff said capital improvement projects are funded from the reserve fund and that the association’s auditors, CliftonLarsonAllen (CLA), advised the association that the master plan can be capitalized under the right criteria. Some committee members questioned whether the project was an operating expense; others accepted the auditor guidance and the association’s classification as a capital asset.
Committee members asked about the scope of the $250,000 estimate. Staff said the figure was derived from recent comparable projects in similarly sized communities and that the amount will be refined through the procurement process. The budgeted amount is intended to cover consultant fees for the engagement and deliverables; staff said the consultant will be required by the RFP to deliver specified community engagement milestones and data outputs.
After discussion the committee recommended the governing board move forward with the capital improvement list as presented, which includes the master plan; the committee did not identify the master plan as an item that required separate, independent board pullout for discussion. The governing board will review the committee’s recommendation and make the final approval.
Looking ahead, staff said the master plan’s findings are expected to provide a multi-year framework for capital projects and to feed annual strategic priorities, but that each resulting project will still require committee and board approval through existing processes.
