By Ann Peterson

Editor-in-chief

Friday, April 4 (2:45 p.m.): Although the GRF Finance Committee still had no financial reports to review, Chief Financial Officer Todd Arterburn told them at last week’s meeting that the finance team is making “huge progress” and is “really, really close” for producing reports after delays tied to the implementation of NetSuite, Rossmoor’s new enterprise resource planning system.

“I can’t wait to get 45 days from now and be able to really enjoy this new system,” Arterburn told the Finance Committee at their March 25 meeting.

GRF operations switched from its legacy system to NetSuite on Jan. 1 and encountered some issues that Arterburn said are common with major system rollouts like this one. Some of those problems have been resolved, such as with ACH direct deposits.

Arterburn told the committee that the finance team is reviewing the budget when paying bills.

“We are looking at the cash balances,” Arterburn added. “We are collecting money and paying the bills.”

Recent behind-the-scenes work has included integrating Public Safety, with all of the cases and incidents being logged into NetSuite.

“Those reports were having to be manually generated,” Arterburn explained. “Now, they’re all automatically generated at the end of the day. This gives us much more visibility, responsiveness and efficiency with all the Public Safety cases and incidents.”

Some of the delays are also a result of good news. Typically, funds have been pulled on the sixth of the month for Member Transfer Fees and home sales. Arterburn said he is now targeting the 10^th of the month to provide time to input and validate the new member records in NetSuite.

“This is not because of delays with NetSuite, but because of the sheer number of sales,” he added.

Sales and Membership Transfer Fees (MTF) – which help pay for capital projects – have been higher year-over-year in 2025. In January and February, 72 homes sold in Rossmoor, including 46 in February, compared to 54 (total) and 31 (February) last year. The 54 MTFs this year also exceed the 37 from 2024.

Finance Committee Chair Dan Ring noted that the MTF report showed a list of exemptions.

“We still need the breakdown of whatever these exemptions are,” he said, “so we can look at those to see if there’s anything that can be done to reduce the number of exemptions. I’d at least like to understand what’s going on.”

General Manager Jeff Matheson said staff will provide a presentation in the near future on those exemptions.