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Budget & Finance panel backs CliftonLarsonAllen as recommended auditor
Summary
Sun City West's Budget & Finance Committee recommended CliftonLarsonAllen (CLA) as the association's audit firm after reviewing three proposals, citing CLA's nonprofit experience and lowest bid; the committee will forward its recommendation to the governing board.
Sun City West’s Budget & Finance Committee on Jan. 6 recommended CliftonLarsonAllen as the association’s audit firm after a review of three proposals and unanimous scorecards by the working group.
The committee’s working group — which included John Click and Mickey Jacobs, among others — evaluated submissions from PKF (San Diego), a local firm Wallace, Pleas & Dreher, and incumbent CliftonLarsonAllen (CLA). Nikki, who led the presentation, told the committee the group’s scoring prioritized depth of resources, nonprofit industry knowledge and overall value, and that CLA scored highest on those criteria.
“Nikki said we chose CLA,” the committee record shows; she told members CLA has a large nonprofit practice and a partner, Erin Sparks, who specializes in nonprofits. She also noted CLA’s proposed fee of $56,000 for the current year and a proposed $58,000 for the following year with 3–5% annual escalation — lower than the other respondents, which were projected nearer $70,000 by year five.
Committee members asked whether CLA would charge for unexpected regulatory changes and how deeply auditors would test internal controls. Cliff Swan said CLA’s financial audit work includes GAAP compliance and internal‑control testing and that, based on experience, CLA historically did not charge extra for adapting to new IRS or accounting rules.
The committee clarified that the recommendation to select CLA as the preferred firm for a five‑year RFP cycle does not create a binding five‑year contract; Cliff Swan said the association could pivot earlier if concerns arise. The meeting record states the committee will forward its recommendation to the governing board for final action.
What happens next: The governing board will receive the committee’s recommendation; any contract terms, loan or multi‑year commitments will be decided there.
Provenance: topicintro SEG 043, topfinish SEG 429
Speakers quoted or referenced in this story appear in the meeting record.
