Sun City West budget committee recommends reappointing CliftonLarsonAllen as auditor for 2026–2030
Get AI-powered insights, summaries, and transcripts
Subscribe
Summary
The budget and finance working group recommended retaining CliftonLarsonAllen (CLA) as Sun City West’s auditor for a five‑year term, citing the firm's depth of nonprofit/HOA experience, local resources and a competitive cost proposal; the recommendation will be brought to the regular meeting for a vote.
Sun City West’s budget and finance working group on Jan. 9 recommended that the governing board reappoint CliftonLarsonAllen (CLA) as the association’s auditor for calendar years 2026–2030, following a competitive RFP and interviews with three firms.
Committee chair and Treasurer Anne Becknell summarized the selection process: five firms were invited to respond, three submitted proposals and the working group scored candidates on depth of bench, industry experience, local resources and fee structure. Becknell said CLA offered the best combination of relevant experience and price and that the working group unanimously recommended CLA.
“CLA... was the firm that we, unanimously selected,” Becknell said, adding the firm’s local presence and familiarity with Sun City West were significant factors. Committee members also noted that prior engagements with CLA demonstrated responsiveness on tax‑law questions and reasonable billing practices.
The recommendation will be forwarded to the governing board for a formal vote at the next regular meeting; staff noted audit reports are available to owner‑members and that audits include sampling and testing procedures in accordance with generally accepted auditing standards.