3501 Quadrangle Blvd., Suite 270, Orlando, FL 32817
Phone: 407-723-5900	Fax: 407-723-5901
https://universityparkrd.com/

The Special Meeting of the Strategic Planning Committee of the University Park Recreation District will be held on Thursday, November 6, 2025 at 10:00 am at the Business Offices located at 8301 The Park Boulevard, University Park, FL 34201 and or virtually.
Meeting ID: 839 8942 8507 Passcode: 452199
Join meeting via Zoom:
https://us02web.zoom.us/j/83989428507?pwd=3ASWbsai5JPlcvZxjWgvxhAMIqKpMb.1

Strategic Planning Committee Meeting Agenda - Revised on 10/31/2025 Organizational Matters
Call to Order
Roll Call to Conﬁrm Quorum
Public Comment Period [for any members of the public desiring to speak on any proposition before the Committee]
Business Matters

Discussion - history of how we got here; how a Strategic Plan differs from our Master
Plan.
Develop RFP requirements for consulting services
Develop a decision matrix to rank and evaluate vendor responses

Next Meeting Scheduled

Date	Meeting Type	Time	Location	Note	
November 12, 2025	Strategic Planning
Committee Meeting	3:00
pm	Business
Office	In person or by Zoom	

Strategic Planning Committee Member Requests & Public Comments
Adjournment

Strategic Consulting RFP

Assess current state - Review University Park background material
HOA (UPCAI)and RD (Country Club) -review existing material that may provide insight into resident amenity preferences
Past surveys, questionnaires, studies
Capital Project Documentation
Financial Records
Governance Documents
Membership - demographic information in general and past year
Operations Information
Facility Information
Competitive analysis - Benchmark data research and analysis
Identify HOAs that have country clubs that have a similar demographic to UP
In our immediate Sarasota area that cater to the same demographic
Within Florida and the Southeast
Both thriving as well as those that are declining
What are the major factors where these clubs are more progressive than UP
What types of amenities or services are important (ie. Weddings/corporate outings, Golf Simulators, Covered Pickleball/Tennis, culinary center, cooking lessons)
SWOT analysis based upon the information that has been gathered and comparison to other HOAs/clubs
Identify key strengths and weaknesses of UP in potential buyers minds
What opportunities do we have to differentiate UP in the eyes of the market
Where are the areas that we must improve in response to competition
Review and recommend financing approach for equipment and facilities. Is the current RD structure that helps with low cost muni bonds to fund capital expenditures the best way to continue or is there a better way to fund long term assets.
How does UP compare to other clubs in terms of their overhead costs, management structure and profitability by cost center/amenity
Confirm Future state - conduct community town halls, outreach meetings, engage neighborhood chairs to engage residents
Identify and address major issues against past plans (fitness center plan, clubhouse/staff office building, organizational structure (UPCAI/PBM/RD/DM),
Bond vs. assessment, delay and use operations profits vs. capital reserves
Provide feedback about the past surveys as well as competitive data and SWOT analysis to residents
Justification for aspirational investments based upon perceived value in the marketplace reflected in home prices as supported by consultant’s database and local realtor input
Gain input (support or resistance) on aspirational investments that we should make based upon the data that we have received and analyzed
Design ongoing process to allow residents to provide input and feedback on changes that they believe should be considered to improve the club and/or HOA

Recommendations for areas of improvement and investment including but not limited to:
Changes to profitability by amenity, capital reserve requirements, overhead and management structure based upon benchmarking analysis and previous experience
Changes to membership categories and pricing based upon comparison to other similar clubs including possible changes to amenities available to each category.
Changes to governance structure, spending authority and decision making
Help in setting priorities for capital improvement as well as future investments
Identification of specific projects as well as assignment to individuals to develop and oversee progress for the project.
Consulting project pricing,timeframe and guarantees
Credentials and client affidavits/references

RFP Decision Matrix

Decision Criteria	Weighting/ Importance	Current State Background Review	Benchmark Research	SWOT
Analysis	Membership Feedback/ Support	Implementation Plan	
	(1-5)						
Approach							
Pricing							
Creativity							
Past Experience							
Completness							
Customization to UP needs							

Committee  Member  Recommendations

From:	Ken.Schreder@universityparkrd.com
To:	Jennifer Brown
Subject:	Re: Action Requested Before 11/6 Strategic Planning Meeting
Date:	Wednesday, November 5, 2025 9:46:11 AM

Hi Jennifer,
I would propose two additional decision criteria:
Process - meaning he work steps to create the survey with the named consultant. Deliverables - meaning the result to be shared with community including format and how communicated
Thanks, Ken
On 10/31/2025 11:50 AM EDT Jennifer Brown <jbrown@universitypark-fl.com> wrote:
Committee Members, please do not reply all to this email.

Dear Strategic Planning Committee Members,

Per the last Board of Supervisors Meeting the Board approved to have the Strategic Planning Committee draft an RFP for a consulting services company.

Attached is a form of a scope and scoring matrix that Jim has drafted for review.

Please provide me any additional suggestions and drafts to be included in the RFP scope so the information can be compiled and distribute to the committee accordingly prior to the next Committee meeting scheduled for November 6, 2025.

Regards,

Jennifer

Jennifer Brown
Executive Assistant to the General Manager & Human Resources Director
Park Boulevard Management, LLC
Serving: University Park Country Club & UPCAI

7671 The Park Boulevard University Park, Florida 34201 jbrown@universitypark-fl.com Office: 941-355-3888 ext. 260
Please make note of my new email address and name change in your contacts. Thank you!