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Budget & Finance Committee forwards multiple financial policy redlines, defers final decision on investment allocation
Summary
The Sun City West Budget & Finance Committee on Nov. 4 forwarded a package of redlined financial policies to the governing board and legal for review, while deferring a substantive change to the investment allocation policy until December.
The Sun City West Budget & Finance Committee reviewed and advanced a slate of financial-policy edits on Nov. 4, sending context changes to the governing board for review and, where appropriate, legal review. The committee also deferred a substantive allocation change in the investment policy (FI 12) for further public posting and discussion.
Anne Bechnell, treasurer and chair of the Budget & Finance Committee, led a line-by-line review of redlines across numerous policies, including accounting for capital assets (FI 01), property owner changes and refunds (FI 03), procurement (FI 10), investment policy (FI 12), and others. Several edits were accepted for forwarding; staff will route those changes to the governing…
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