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

The committee meeting of the Strategic Planning Committee of the University Park Recreation District will be held on Wednesday, May 13th at 3:00 pm at the Business Offices located at 8301 The Park Boulevard, University Park, FL 34201 and or virtually.

Meeting ID: 873 9095 1556 Passcode: 765455
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Strategic Planning Committee Meeting Agenda

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)
Administrative Matters
Approval of Meeting Minutes (4/8/2026)

Business Matters
Strategic Club Solutions (SCS) Strategic Planning Kickoff Presentation
Presenter: Strategic Club Solutions Representatives
Introduction of the Strategic Club Solutions team and engagement scope
Overview of strategic planning process, timeline, and anticipated deliverables
Discussion regarding committee involvement, expectations, and next steps
Opportunity for committee questions and feedback
Follow-Up: Recreation District Benefits Communication Initiative
Presenter: Ronni Loundy
Discussion of messaging strategy to educate residents on the benefits of the University Park Recreation District
Review of any proposed communication materials or timeline
Follow-Up: Membership Program Evaluation & Recommendations
Presenter: Ken Schreder
Update regarding formation of a working group to evaluate potential membership program options
Discussion of membership models and potential recommendations for Board consideration
Review of any preliminary findings or concepts
Review of Existing Mission, Vision, and Values Statements
Presenter: SCS & Committee
Review previously developed mission, vision, and values statements
Discussion regarding whether the statements continue to reflect the Club’s evolution and future direction
Consideration of overarching principles to guide strategic decision-making

Next Meeting Scheduled
Date	Meeting Type	Time	Location	Note	
June 10, 2026	Strategic Planning Committee Meeting	3:00 pm	Business Offices	In person or by Zoom	

Strategic Planning Committee Member Requests & Public Comments

Adjournment

Approval of Meeting Minutes (4/8/2026)

MINUTES OF MEETING
UNIVERSITY PARK RECREATION DISTRICT STRATEGIC PLANNING COMMITTEE MEETING
Date: Wednesday, April 8, 2026
Time: 3:00 PM
Location: Business Offices or via Zoom
8301 The Park Boulevard, University Park, FL 34201
Strategic Planning Committee Members Present:
Jim Freedman, Chair
Ronni Loundy, Vice Chair
Barbara Somma, Secretary
Ken Schreder, Member
Don Sheets, Member
Also Present (in person and via zoom):
John Fetsick, General Manager – University Park Country Club
Sydney Johnson, Communications Director - University Park Country Club
Tom Christopher, UPCAI Board President
Members of the Public

FIRST ORDER OF BUSINESS
Call to Order, and Roll Call
The meeting was called to order at 3:03 PM by Mr. Freedman. Roll call was conducted, and a quorum was conﬁrmed.

Public Comment
No public comments were made.

SECOND ORDER OF BUSINESS
Approval of Minutes – March 30, 2026 Special Meeting

The Committee reviewed the minutes from the March 30, 2026 special meeting.
Motion: Ronni Loundy Second: Ken Schreder
Vote: Approved unanimously (5-0)

THIRD ORDER OF BUSINESS
Mission, Vision & Core Values – Initial Discussion
The Committee engaged in initial strategic discussions to inform the upcoming Strategic Club Solutions planning process.

The Committee reviewed the existing Mission, Vision, and Core Values, including materials previously developed and those provided by the University Park Community Association (UPCAI).
Discussion included:
Incorporating language addressing employee treatment and expectations
Reinforcing the relationship between staff experience and member experience
Evaluating phrasing such as “premier gathering place” for clarity and measurability
Emphasizing the organization’s role in enhancing resident lifestyle
Considering alignment across entities while recognizing distinctions between the Club’s hospitality function and the Recreation District’s governance role
Committee Direction:
Committee members will provide individual feedback for consolidation
Core Values should incorporate employee-focused language
Strategic Club Solutions will facilitate reﬁnement with broader stakeholder input

FOURTH ORDER OF BUSINESS
Recreation District Value & Resident Communication Strategy
The Committee reviewed materials outlining the ﬁnancial and operational value associated with the Recreation District structure, including tax savings and bond ﬁnancing advantages.
Discussion included:
Signiﬁcant resident confusion regarding the roles of UPCAI, UPRD, and Park
Boulevard Management
The need for simpliﬁed and consistent messaging for residents, realtors, and
prospective buyers
The effectiveness of current communication channels and opportunities to expand
reach
Prior efforts to develop an informational video explaining the organizational
structure
The Committee acknowledged communication constraints speciﬁc to the Recreation District, including Sunshine Law requirements and opt-in limitations for public communications, as compared to more ﬂexible HOA communication channels.
Committee Direction:
Develop a clear and concise communication piece explaining Recreation District
beneﬁts
Utilize multiple communication platforms, including website, newsletters, and email
Revisit and reconsider distribution of the previously developed organizational video
Include communication strategy enhancements within the Strategic Club Solutions scope of work
Action Item:
Sydney Johnson and Ronni Loundy will collaborate to develop communication materials; Don Sheets to also provide feedback to Sydney

Paul Fay will provide supporting ﬁnancial data and deﬁnitions

FIFTH ORDER OF BUSINESS
Senior Membership & Potential Intermediate Membership Categories
The Committee discussed potential membership category enhancements to better serve evolving demographics and long-term membership sustainability.

Discussion included:
Senior membership options for aging members, including reduced dues and limited play
Intermediate membership opportunities to attract younger demographics and support long-term membership growth
Considerations related to membership caps, revenue impact, and utilization
Opportunities to evaluate existing membership structures
Committee Direction:
Committee consensus supported moving forward with the creation of an advisory
subcommittee, with Ken Schreder identiﬁed to serve as Chair
Strategic Club Solutions will provide benchmarking data and industry comparisons
NEXT MEETING

Date	Meeting Type	Time	Location	Note	
May 13, 2026	Strategic Planning Committee
Meeting	3:00 PM	Business
Offices	In person or by Zoom	

Committee Member Requests/Comments
Mr. Schreder requested an update regarding the consultants (Strategic Club Solutions). John Fetsick gave a verbal update. Discussion included:
Expected Board consideration and approval in April 2026
Contract review currently in progress
Anticipated scope including stakeholder outreach, benchmarking, and strategic analysis
The Committee expressed general support for proceeding with the consultant engagement.

Public Comment

Public comments:
Gail Klein – Commented that the community should not be viewed or positioned as a traditional country club, noting that she believes residents primarily value the residential environment and may not align with a country club model.
ADJOURNMENT
Motion: Don Sheets Second: Ronni Loundy
Vote: Approved unanimously (5-0)

The meeting was adjourned at 4:36 PM.