March 2026 Sunriver Scene - Flipbook - Page 4
Sunriver
OWNERS ASSOCIATION
SROA treasurer
report: Year-end
2025 budget update
Contact your board at sroaboard@srowners.org
sroa president’s message
In recent months,
a great deal of talI’ve highlighted speent and leadership
cific departments
among our volunand processes that
teer owners and
are important for
staff that are able to
the regular and eninform and develop
the plans and rechanced operations in
Bill Burke
Sunriver.
ommendations for
Some departments
services in a rapidly
– such as Recreation and Public changing world that we all deWorks – are obvious for own- pend on.
ers and guests to experience,
In that vein, I would like
think SHARC and Member to thank all of those involved
Pool, boat launch, pickleball/ in developing the recent IT
tennis, roads and pathways as Strategic Plan update. On a
examples. At the same time, personal note, it never ceases
there are departments that are to amaze how much knowledge
less visible to the community and experience exists within
yet are critical in supporting all our ownership ranks and, as
Sunriver operations.
importantly, how such ownThis month, I would like ers volunteer to share their
to highlight our Information knowledge and experience in
Technology Department (IT). endeavors such as this.
In January, the SROA board
In the previous strategic
accepted the IT Task Force's plan, emphasis was placed
2026-2029 IT Strategic Plan on modernizing security and
report. This report is an update continuity of IT services, deof the previous 2023-2025 IT veloping fast and secure netStrategic Plan report dated works and cross-departmental
December 2022.
Global Information Systems
The following may appear (GIS) requirements for public
“wonky” to some readers. How- safety, better operations and
ever, I need to assure you that increased owner value. All these
it is important to understand, pieces will be coordinated via
if only in broad terms, how migration to “the cloud” for
our IT Department’s ongoing continued improvement and
success for Sunriver and its protection of our owners, the
relevance in an everchanging association and its assets.
Building upon that approach,
world of operational effectiveness, the “Sunriver Experience,” the updated plan focuses efforts
attractiveness and property on security and resilience in
operations, utilizing GIS as
values.
I should start by acknowledg- a “game changer” for operaing that I’m probably not the tions, and continued excellence
most “IT forward” brain on through ongoing IT modthe block. At the same time, I ernization. The plan focuses
know what I don’t know and on present, intermediate and
can recognize the importance longer horizons (2026-2027
of continued investment in and and 2028-2029, respectively).
monitoring of improvements
On the security end, there
surrounding safety, security and are three major components:
efficiencies in IT operations.
protect and secure our IT serWe are fortunate to have vices, detect if and when such
services have been attacked or
compromised, and respond to
such attacks through an Incident Response Plan.
Relating to GIS, in the past
we relied on paperwork and
uncoordinated databases between – for example – Community Development, Natural
Resources and Public Works.
Without GIS, one can imagine
a great deal of inefficiencies
and consumption of staff time.
Currently, those departments
are migrating toward a shared
GIS database. In the future,
GIS will be completed and
continually upgraded representing software unification,
analytics, a mobile workforce
and, for direct property owner
benefit, continually improving
customer services.
Finally, the plan looks at
Artificial Intelligence (AI) in
a positive and beneficial sense.
Disclaimer: I share some of the
skepticism surrounding AI.
(As you may tell from reading
this piece I do not use, or ever
intend to use, AI in writing the
President’s Message.) At the
same time, AI is on the way
and when properly utilized can
have tremendous advantages
for Sunriver, owners, guests
and our organization. Imagine
how it may assist with security
and operations – such as an
online help desk for owner
information, website updates
or provide tools for information processing and analytical
reporting opportunities. This
list is potentially endless.
Too inside baseball? Perhaps.
A little wonky? Sure. This will
not be everything, everywhere,
all at once. Instead, as outlined
by the IT Strategic Plan Task
Force and accepted by your
board, implementation will be
a thoughtful, ongoing process.
It will also be in line with and
supporting the four guiding
principles of SROA’s 2030
Strategic Plan: Excellence in
Government, Quality of Life/
Sunriver Experience, Community Engagement and Environmental Stewardship.
A handful of other reminders
for alert readers.
Interested candidates for
our annual SROA Board of
Directors election must turn
in an application to the Nominating Committee by March
20. Committee members are
anxious to talk to interested
owners. Please see Nominating
Committee article on page 8.
Also, remember to signup
(your e-mail and contact
information) to receive
SROA-related information
and emergency notifications
at www.sunriverowners.org/
updatemyinformation.
All owners are encouraged to
participate in pathway safety
planning efforts this spring.
SROA is looking for volunteers
to populate a new Pathway
Ambassador Program (no bike
riding required). Help make
Sunriver a safer and more enjoyable environment for owners and visitors.
For more information,
contact SROA general manager
James Lewis at jamesl@
srowners.org.
Finally, if you have visited
SHARC recently you will have
noticed contractors painting and staining the walls
and woodwork. Additionally,
the recreation staff office and
Member Services window is
being remodeled to provide
better direct service to owners
and an improved working environment for staff. These are
your owner fees at work and
make the facility an attractive
and welcoming environment.
chures/documents on defensible space actions for homeowners. She also commented
that she disagreed with the
Sunriver fire chief regarding the
time necessary for educating
owners about fire protection
actions in Sunriver and statements about fire coming from
By Clark Pederson
The year-end 2025 financial
data is available. On an unaudited basis how did we do?
We finished in the black with
a year-end operating account
surplus of $40,000. That is
not a lot on total expenditures
of $14.7 million but a surplus
is always good.
On the revenue side, there
was an operating surplus of
$34,000 due to surpluses in
Recreation Plus Program (RPP)
sales, newspaper advertising
revenue, design review fees and
storage space rental.
The above positive variances
offset shortages in interest income, Member Preference Program (MPP) sales, swimming
lessons, and event income.
MPP revenue, $651,500,
was 92.7% of budget and RPP,
$2,677,000, was 102% of budget. SHARC gate revenue was
$610,335, exceeding budget
expectations by $9,900. These
incomes from owners and
guests are important revenue
to cover SHARC and other
recreational operating expenses.
Interest income on the operating account was close to
expected. Rates have started to
decline, and we are expecting
less interest income in 2026.
On the operating expense
side, expenditures were over
budget by $44,000. The largest factor was Material and
Services, over $128,000. Utility
charges, collection fees, Scene
postage, road striping, and contract services all exceeded their
annual expenditure budgets.
Helping offset the above expenditures were savings in health
benefits and 401(k) matching
contributions, $84,900, and
legal fees, $74,000.
On the non-operating side,
total revenue exceeded our
budget by $64,000. The largest contributor was better than
expected interest income of
$48,800. The total non-operating (Reserve account) interest
income was $512,800. The
continuation of high shortterm interest rates, although
starting to decline, has been
good for our reserve account.
Our investment portfolio of
US Treasury securities and government securities mutual fund
has a weighted yield of 3.62%,
down from last year’s 4.27%.
The second largest contributor was early owner payoffs from SHARC construction assessment which added
Turn to Highlights, page 5
Turn to Treasurer, page 5
Monthly meeting highlights, actions of the SROA Board of Directors
The Sunriver Owners Association (SROA) Board of
Directors meeting was held
Saturday, Feb. 21, 2026.
Board members present:
Bill Burke, Pam Hays, Keith
Mobley, Clark Pederson, Linda
Beard, Randy Schneider, Brad
Banta. Dale Harrison and Roni
Jacknow via Zoom.
Staff present: James Lewis,
Susan Berger, Richie Villagrana.
Owners forums
(summarized)
From Feb. 20 work session
• Letter read into record from
Greg Kabacy who commented
Page 4
on the early and late season
use of the Member Pool. He
requested that it be considered
making the pool available in
April, May and October for
additional lap swim time – and,
if not, can the outdoor pool at
SHARC be made available.
• Letter read into record from
Roger Smith asking if Sunriver
Resort will reconsider eliminating the private use status for the
Meadows and Woodlands golf
courses.
• Letter read into record from
Michael O’Connell who had
questions regarding proposed
covers at the pickleball courts
and their availability during
MARCH 2026 SUNRIVER SCENE
SROA Financial Report
Year to date through Jan. 31, 2026 (unaudited)
Total Operating Revenue ................................... $1,129,419
Total Operating Expenses* ................................ $1,184,217
Operating Surplus / (Deficit) ............................. ($54,798)
*Reserve Fund Contribution: $336,354
good weather in traditionally
colder months. He suggested
that the board fund the cover
project for implementation in
the fall 2026.
In person speakers:
• Teresa Yeomans discussed
multiple issues related to fire
protection in Sunriver. She
commented about state agencies inability to provide bro-
