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Sun Lakes Lifestyles March 2025

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HOWARD KATZ My name is Howard Katz, a candidate for Sun Lakes Master Board. I have extensive experience in management, organization, budgeting, information technology, strategy development, and requirements definition. My experience has been enhanced by residence and assignments in North and South America, Asia, and Europe. My professional experience includes: • 39-years in Information Technology, 30-years with IBM, 20-years in management; and • Six-years teaching in the Perris, Temecula, and Murrieta School Districts. My Master Board Priorities and Focus Items are: 1. Master Board Priorities a. Concentrate on fiduciary responsibilities. b. Increase communication effectiveness. c. Increase transparency. d. Restrict Master Board executive session agendas. e. Perform better financial management. f. Reduce food & beverage and golf course subsidies. g. Stabilize food & beverage and golf course operations. 2. Day-to-Day Master Board Focus Items a. Represent homeowners and their needs. b. Oversee vendor contract process. c. Oversee Advisory and Ad Hoc Committees. d. Oversee the Management Company. e. Maintain the value of our investments and reserves. f. Maintain our common infrastructure. g. Maintain resident safety and security. Kathy, my wife of 63 years, and I moved to Sun Lakes Country Club in June 2017. We chose Sun Lakes because of its location, facilities, appearance, open green space, and low homeowners' association dues. We recognized Sun Lakes' beauty and excellent condition was because of thoughtful planning and care by its Master Board and staff. We did not have the same feeling at other communities we visited. Since moving to Sun Lakes, I have been active in the Computer and Yiddish Culture Clubs and the Photography Group. I held the positions of Vice President of the Pass Action Group and Chairman of the Financial Advisory Committee. And, I am the Alternate Delegate for District 23. I believe my experience and skills will enable me to be a positive influence on our Master Board, helping Sun Lakes continue to be a satisfying place to live, both for us here now and future residents. My name is Howard Katz. I am a candidate for Sun Lakes Master Board. I would appreciate your vote. | SUN LAKES LIFESTYLES | MARCH 2025 | 5 SANDRA GUTKNECHT I have a Master's Degree of Business Administration, Bachelor's of Industrial Engineering and Certification in Project Management. My career focused on financial management, business development, strategy, and workflow effectiveness. I would appreciate your vote! • Engineer and Director over 9 years at Disneyland and Walt Disney Imagineering - Facility planning and workflow analysis to improve utilization • Director of Business Operations for 14 years at Stanford University Healthcare - Developed and managed a $270mill budget improving accuracy • Director of Project Management in healthcare - Software installation, Facility Construction, Business Process Improvement • Secretary of the SLCC Finance Advisory Committee since July 2024 - Detailed analysis of the proposed budget compared to latest actual 12-month spending - Recommendations to the board to challenge FSR for a dues increase no more than $20 Resident of Sun Lakes for 8 years. Worked full-time until August 2023. Retired now and enjoy Bocce Ball, Social Sun Lakers and working with the Finance Advisory Committee. Find me on LinkedIn: https://www.linkedin.com/in/ sandragutknecht sjgutknecht@sbcglobal.net or 650-823-3901 Actions Starting Day One: Management is not held accountable to the budget nor control spending. FSR Leadership to present monthly financials to the board with meaningful explanations of variances and discuss what actions will be taken to get back on track I will direct and support advisory committees to have a stronger role to voice ideas and participate in problem solving Leverage the FAC to ensure FSR performance remains on target in operations and reserves and that financial accounting is accurate • Re-establish effective contract review through a new Procurement Committee I support the Board to share more of the details discussed in Executive Sessions • Restructure the Open Sessions to be more informative and useful Not enough information is shared about Reserves spend. Restructure reporting of planned Reserves expenditures compared to actual spend; ensure our community is properly maintained • Link maturity of investments to the timing of Reserves spending Say "No" to self-management Do not open amenities to the public, but increase participation revenues in golf and restaurant/lounge Ensure our new Food and Beverage vendor is successful, including the new POS system. 2025 SUN LAKES COUNTRY CLUB BOARD OF DIRECTORS CANDIDATE STATEMENTS

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