Sunriver Scene July 2026 - Flipbook - Page 6
2026 candidates, continued from page 3
HITT
KERKER
VOGEL
What professional or volunteer experiences do you bring that will enhance the board of directors?
I see the SROA Board needing to address Sunriver’s longterm financial viability while at the same time dealing with
a mostly aging infrastructure. The board should also look at
what new or updated amenities will be most cost effective
in our growing as a destination resort. In a world with such
rapid change and troubling challenges we cannot simply
maintain the status quo. The board must review its existing
long-term plans to assure Sunriver’s viability. An issue of immediate concern for our future is our role and relations with
the Sunriver Resort company and the property they own.
Sunriver has a relevant, solid, executable strategic plan in
place – one with broad community support, clearly identified priorities, funding sources, accountable owners, and
the right people aligned to carry it forward.
Sunriver's physical assets require proactive stewardship –
deferred maintenance quietly erodes owner/resident/guest
satisfaction and property values. Sound, forward-looking
financial management must ensure the right reserves and
funding mechanisms are in place without placing undue
burden on owners. Our amenities – the heart of what draws
people here – deserve a clear-eyed assessment to meet multigenerational needs while preserving Sunriver's character.
and identifying new revenue sources.
Process: Demonstrate to owners that board decisions
are a result of a process that encourages owner input and
participation through subcommittees, task forces, surveys
and webinars.
Safety: Address ongoing concerns about wildfire safety by
collaborating with our fire department, Deschutes County,
and applicable state agencies to increase our fire preparedness while preserving the forest canopy that owners and
visitors enjoy.
Infrastructure: Continue to invest in infrastructure and
amenities to maintain and grow the benefits SROA offers
to owners and visitors.
Voter pamphlet statement on proposed Capital Transfer Fee
The Sunriver Owners Association (SROA) Finance
Committee recommends you
approve amending the Consolidated Plan of Sunriver.
The proposal:
• Establish a Capital Transfer
Fee (CTF) of one half of one
percent (0.5%) on the purchase
price of a Sunriver property.
• The 0.5% fee is fixed and
cannot be increased without an additional owner vote
with 60 percent of those
participating approving.
• Funds raised will only be
used for new amenities, equipment and infrastructure that
will provide a direct benefit to
current and future owners. It
cannot be used for staff salaries, benefits, operating costs,
replacement of existing capital
assets or maintaining existing
amenities.
A Capital Plan Task Force
is planned to review and prioritize potential projects with
opportunities for owner input
throughout the process.
The CTF will apply to all
properties in Sunriver including commercial properties such
as the Sunriver Resort and The
Village at Sunriver.
Several categories of property
transfers are exempt from the
CTF including:
• Tr a n s f e r s b e t w e e n
spouses or to family or
household members,
• Transfers to a living trust
• Foreclosure or similar
proceeding
• Any other transfers iden-
tified by administrator, the
SROA board, by rule.
The CTF is legal under
federal and Oregon statutes
for homeowner associations
(HOAs). It is not legal for cities or other government bodies
which Sunriver is not.
It is a common way to fund
amenities in other large-scale
HOAs across the country.
The reasons:
Owners have made requests
for large projects through board
meeting owner forums, owner
participation in the Infrastructure and Amenities Master
Plan, Pathway Master Plan, the
2030 Strategic Plan and past
comprehensive owner surveys.
Annual maintenance fees
can fund some new ameni-
ties, but they are not sufficient to cover large capital
improvements.
Based on the past three years
of property sales, the CFT is
estimated to generate $600,000
to $800,000 annually.
A CTF based on property
value is a fair way to raise
funds. It places a larger burden on larger homes, which
typically house more people
and place greater demands on
Sunriver amenities. The alternative of raising maintenance
fees equally on all properties is
asking the 1,000 condominium
owners to subsidize larger home
contributions.
Raising an equivalent amount
through maintenance requires
an estimated 7 to 10% increase
above the normal 3.5 to 4.0%
increase. The Sunriver Resort
Let us make your dream home a reality
BEND, OREGON
Page 6
JULY 2026 SUNRIVER SCENE
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541.385.8522
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WWW.SFOREST.COM
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CCB #36632
total maintenance fee increases
are capped at 4% until 2029.
Any owner increase over 6%
requires a vote of the owners
with 60% of those who vote
approving the increase.
New owners choose Sunriver
for its natural environment,
strong HOA financials, low annual maintenance fees, and the
amenities it offers. Continued
interest in Sunriver—as a primary residence, family vacation
home, or vacation rental—requires ongoing investment to
support the community and
sustain premium property
values.
Please vote “Yes.”
Supported by members
of the SROA Finance
Committee
Clark Pederson, Chair
Brad Banta
Bill Burke
Veronica Jacknow
Gerhard Beenen
Cathy Brucker
Kara Kerker
Steve Murray
Rich Phelan
David Shanberg
John Vogel
Corey Wright
