Mike Fleming Background 6/8/26 AI search results: Very limited educational background. Nothing that supports skills in financial management, compliance, and leadership. Maybe someone can dig deeper? Will he be the person assigned to SLCC or will the person they hire report to him? Michael Fleming, PCAM, is an executive in the residential property sector who serves as the Vice President of Community Association Management at the luxury amenities and club operator Troon. Based

Essential RFP (RFI, RFQ) Insight A Request for Proposal (RFP) is a formal document and procurement process used by organizations to announce a project and solicit detailed bids from potential vendors. Unlike an RFQ (quote) that focus primarily upon price for a specific item(s), an RFP evaluates a vendor's technical expertise, proposed solution, and long-term fit for a complex business problem. The core purposes of an RFP are as follows: Solicit Specialized Solutions: It allow

SUN LAKES COUNTRY CLUB HOA, GOLF and DINING OPERATIONS RFP FOR MANAGEMENT SERVICES SUMMARY AND OVERVIEW RFP# 08282025-1 ____________________________________________________________ The Sun Lakes Country Club Board of Directors is requesting proposals from companies who are both qualified and interested in providing on-site management of our large-scale HOA operations, including golf course and dining amenities, for a 1-year renewable annual term starting January 1, 2

Management Company RFP PAC Style Review and Recommendation Report April 2, 2026 Prepared by: Larry Davis Bob Hix Shannon McKinney Ron Varner Management Company RFP Review and Recommendation Report Table of Contents Executive Summary 2 Conclusion 2 Recommendation 3 Appendix -Detail RFP Contents Review 5 Management Company RFP Review and Recommendation Report Executive Summary The existing document lacks the level of specificity expected in a formal Request for Proposal (RFP).

Rebuttal to Don Day's Open Board Statement – June 24, 2026 r2 I attended the June 24, 2026, Open Board meeting during which Don Day addressed the audience during member comments. While his conduct attracted attention, the concern is not the length of his remarks, but the content of his presentation. In my opinion, his comments were designed to present a distorted self-serving view of his and Burkel’s unsuccessful attempt to improve the performance of the Food & Beverage ameni

Sun Lakes Country Club HOA Director’s Code of Conduct/Ethics Preamble: This document is intended to be a statement of the specific code of conduct and ethics required of all directors to the Sun Lakes Country Club HOA. The primary purpose of this document is to specify the manner in which all applicants for and existing SLCC board members should conduct themselves and sets out the overarching style with which they will engage, the delegates, committee members, and most impor

SLCC Board Education Requirements Davis-Stirling Under the California Davis–Stirling Common Interest Development Act, HOA boards have both governance/training expectations and specific financial disclosure obligations. Board Training / Education Requirements California does not currently require mandatory certification for HOA directors, but the law does encourage and support board education. Specific Davis–Stirling board training provisions 1. Civil Code § 5400 – Director Ed

Role and Responsibilities of HOA Board of Directors Sample Board Member Code of Conduct The primary obligation of a director is to ensure that the community is abiding by the bylaws and other corporate documents of the community along with complying with all relevant federal, state, and local laws. This document is intended to make all the specific duties and responsibilities of a director clear to the director as well as members of the HOA community. It is in addition to the

The fiduciary duties of HOA Board members mainly arise from state corporate law. Most HOAs are nonprofit corporations, typically formed by filing articles of incorporation in the state where the development is located. Recognizing that a corporation’s board members serve in a position of trust, every state’s corporation law imposes a fiduciary duty on the corporation’s board of directors, requiring them to act in the best interest of the corporation. Subject to some lim

Subject: 1. Issues regarding Mr. Burkel’s Comments at Open Board Meeting 5/27/26 2. Mr. Burkel’s participation at the Delegate Assembly Meeting 5/28/26 Date: May 28, 2026 To: Members of the Master Board of Directors, General Manager SLCC, and Delegates. The purpose of this document is to request that Mr. Burkel’s behavior at the two above referenced meeting should be formally addressed by the Board and General Manager for possible sanction. 1. Issues regarding Mr. Burkel’s co

Based upon the attached Morrison/CCL agreement Review and Recommendation Report, provide an assessment of an HOA attorney's recommendation to execute the agreement without further modification. Having now reviewed the actual Morrison Service Agreement Contract Review and Recommendation Report (r6) and the agreement, the assessment is substantially different than it was when only references to the report were presented. Executive Conclusion The report is much stronger

Page 14 F. Purchasing. (1) In connection with its management of the Dining Services, Service Provider will purchase and pay for all food, beverages, Smallwares/Tablewares, equipment and other Page 15 supplies and services utilized in the Dining Services (“Purchased Items”). Client understands that Service Provider has entered into agreements with vendors and suppliers of products which (a) give Service Provider the right to inspect such vendors’ and suppliers’ plants and/or s

Thur, March 27, 2025 To: hixfix@comcast.net CC: beverly.simmons@sunlakescc.com; bob.walter@sunlakescc.com; donald.day@sunlakescc.com; gary.burkel@sunlakescc.com; sjgutknecht@sbcglobal.net; sue.savage@hotmail.com; hkatz@iinet.com; JGanino@BlackhawkProtection.net; jomcelwain01@gmail.com Dear SLCC General Manager and SLCC Board members; Please consider this a formal request, by SLCC members in good standing, to provide the following: 1. A copy of the invoice covering

From: Robert Hix [mailto:hixfix@comcast.net] Sent: Friday, April 18, 2025 8:31 AM To: c.mitchell@fsresidential.com Cc: donald.day@sunlakescc.com; bob.walter@sunlakescc.com; gary.burkel@sunlakescc.com; sjgutknecht@sbcglobal.net; JGanino@BlackhawkProtection.net Subject: Additional Release of SLCC HOA Information Request Importance: High Dear SLCC Master Board and Mr. Chris Mitchel, General Manager, SLCC; We are in receipt of the attached information you provided in response

Morrison Service Agreement (2/28/2025) 3/26/25 A. Executive Summary This report follows the format and content as specified in the Procurement Advisory Committee (PAC) Handbook. If the PAC were still a functioning committee, this report would have been issued in advance of the execution of an agreement so that concerns could be addressed prior to the execution of the agreement. Given the significance of this agreement to the SLCC community, a group of concer