Campus Plan Brochure Vol. II

Page 1


WELCOME BACK

Over the past two months, we’ve taken a deeper dive into the proposed Campus Plan, expanding on key details, refining ideas, and engaging with our Members. Through opportunities like the Town Hall meeting and Lunch With the GM events, we’ve opened the door for collaboration and feedback that continues to shape the future of our community.

This updated brochure brings you the latest insights into the Campus Plan We invite you to explore the information inside and encourage you to stay involved. Be sure to register for upcoming events and continue to be part of the conversation as we move forward together

01 BEHIND THE SCENES

FIRST TOWN HALL

On June 5, we hosted the first of three Town Hall meetings Craig Smith from C Limited Design Associates and our Club President, Marian Hilpert, walked Members through the proposed Campus Plan, while Board Treasurer, Sergio Amelio, provided an overview of the financial components. 2

Nearly 200 Members attended as we opened the floor for questions, comments, and concerns. These were shared with our Board of Directors and C Limited Design Associates for further discussion and consideration. 2

LUNCH WITH THE GM

We have hosted five Lunch with the GM events with various groups of Members These small gatherings created an opportunity for individualized questions and concerns to be raised and addressed, offering additional context around “why now” and “what now.” In addition to General Manager, Daniel Moreno, these events were attended by Chief Financial Officer, Kari Foster, Clubhouse Manager, Skyler Gentry, Director of Membership, Linda Benson, Board President, Marian Hilpert, Board Treasurer, Sergio Amelio, and several other Board Members.

JUNE & JULY COMMITTEE MEETINGS

Department-specific topics were discussed in greater detail with our committees, which are comprised of a smaller subset of Members who represent various areas of the Club. In these conversations, we were able to take a closer look at questions raised at the Town Hall d L h ith th GM t

02 FUNDING THE PLAN

Healthy clubs continually grow and innovate. This philosophy is important to keep the assets of the Club in good working order, to maintain high service levels, to elevate “efficient” performance from staff, and to meet the needs of the membership.

To achieve this, operating dues, capital maintenance dues, and capital assessments (as needed) are all necessary components to ensure the Club stays relevant. Reviewing information from the “lens of an owner” versus an individual member provides the perspective to understand the need for renovation and the associated costs.

• Operating Dues: These are consumed each month. They pay for costs of goods, payroll, employee benefits, utilities, insurance expense, and supplies The Club budgets to break even, so nothing is left over from operating dues to save for capital maintenance or other items.

• Capital Maintenance Dues: Before FY 2023, the Club did not collect capital maintenance dues, so all members enjoyed the use of the Club without setting aside funds to replenish the current assets or “obligatory capital.” Put another way, no funds were set aside to replace the assets Members consumed or used during each visit to the Club until 2023.

• Capital Assessments: A call for an assessment is necessary to fund “aspirational” projects or new builds when prior funds have not been collected to fund future goals (Some clubs proactively collect funds monthly and set them aside to fund master plan projects.)

Members of The Briar Club have a unique opportunity to expand offerings and enhance amenities within the Club’s current footprint, at a reasonable cost per Member This is how the Club can continue to innovate, stay healthy, and meet the needs and expectations of Members.

The following financial model is conservative, and contingent on the percentage of members who choose to pay a lump sum rather than over time. There will be a loan component to fund the phases of construction upfront. The amount of each loan draw will be minimized by the collection of assessments, and future initiation fees will fund $1.4 million in loan payments per year. This will also minimize the amount of interest that accrues on the loan Contingency amounts, economic conditions, interest rates, and the number of members who resign or reclass to Senior have all been conservatively factored into the financial model

The following is a scenario based on 50% of Members paying upfront & 50% paying over 3 years. *

Assessment - Upfront

Assessment - Over 3 years

Total Assessments

$15,000 Per Member

$16,934

$18,100,000

Future Initiation Fees (Over 7 Years) + $13,900,00

Project Costs

Approximately $470 per month (includes interest)

$32,000,000

*This scenario assumes the proposed Bylaws changes will be adopted. The resulting membership categories subject to assessment will be: Equity, Awaiting Equity, Business, Legacy, Junior, and Nonresident Equity. If the Bylaws changes are not adopted, the assessed amount will not change.

PROPOSED CAMPUS PLAN PHASING

PHASE III

CLUBHOUSE

PHASE I

SPORTS PAVILION

PHASE II

SHADE STRUCTURES

BARRACUDA CAFÉ

BREEZES BAR

WELLNESS BUILDING HIDEOUT

PARTY PAVILION

BREAKING IT DOWN

PHASE ONE

SPORTS PAVILION

$13.3 Million

PHASE TWO

RESORT POOL SHADE STRUCTURES

BARRACUDA CAFÉ

BREEZES BAR

WELLNESS BUILDING HIDEOUT

PARTY PAVILION

$6.8 Million

PHASE THREE

CLUBHOUSE

$8 Million

ADDITIONAL

DETENTION & OTHER COSTS

$3.9 Million

The proposed Bylaws changes ensure we are all doing our part to maintain and elevate our Club. B Y L A W SP R O P O S E D C H A N G E S

As we plan for the future of our Club, The Board of Directors is proposing six changes to the Club's Bylaws Equity & Awaiting Equity Members will vote on these changes in October. They have been reviewed and approved by the Club’s House Legal Committee, outside counsel, and the Board of Directors

The proposed Bylaws changes are designed to create a fair and financially responsible framework for all membership categories. Currently, only Equity, Awaiting Equity, and Business Memberships are subject to assessments, despite additional membership categories being some of the heaviest users of the Club.

The Board recommends adding Legacy, Junior, and Nonresident Equity as additional membership categories subject to assessments

Why this change matters:

Shared Responsibility: The proposed Campus Plan improvements benefit the entire Club and all members It is a more equitable approach to require a broader base of members to contribute to the improvements they will all enjoy.

Financial Health: Relying on a smaller group to shoulder the full cost places an undue burden on that group. This change helps protect the Club’s financial stability

Use of Facilities: Many of the Club’s heaviest users fall into the categories that are currently not subject to an assessment. The proposed changes align contributions with actual use of the Club.

Comparison of Current and Proposed Bylaws

All changes fall under the Membership section of the Bylaws (Article III)

Proposal #1

ART. III, § 2(A)(8) CONVERSION TO NONRESIDENT MEMBERSHIP

Current Bylaws:

An Equity Resident Membership holder may, upon becoming eligible, qualify and convert to a Nonresident Membership and shall thereafter have no right to vote or hold Club office, and must, upon conversion, pay the monthly dues as determined from time to time by the Board of Directors, but shall not be responsible for any minimums or assessments However, the Equity interest of the Member in the Club shall be held in abeyance for so long as the membership remains a Nonresident Membership

Proposed Bylaws:

An Equity Resident Membership holder may, upon becoming eligible, qualify and convert to a Nonresident Membership and shall thereafter have no right to vote or hold Club office, and must, upon conversion, pay the monthly dues as determined from time to time by the Board of Directors and assessments as approved from time to time pursuant to Article V, Section 8 hereof, but shall not be responsible for any minimums However, the Equity interest of the Member in the Club shall be held in abeyance for so long as the membership remains a Nonresident Membership.

Proposal #2

ART. III, § 2(C)(3) FEES, ASSESSMENTS & DUES (JUNIOR MEMBERS)

Current Bylaws:

A Junior Membership Holder shall pay the then current Initiation Fee, monthly dues, minimums, and other fees as determined from time to time by the Board of Directors but shall not be responsible for assessments.

Proposed Bylaws:

A Junior Membership Holder shall pay the then-current Initiation Fee, monthly dues, minimums, other fees as determined from time to time by the Board of Directors, and assessments as approved from time to time pursuant to Article V, Section 8 hereof.

proposal #3

ART. III, § 2(D)(3) FEES, ASSESSMENTS AND DUES (NONRESIDENT MEMBERS)

Current Bylaws:

A Nonresident Membership Holder shall pay the thencurrent Initiation Fee, if applicable, monthly dues and other fees in advance as determined from time to time by the Board of Directors, but shall not be responsible for payment of any minimums or assessments. Dues and other fees paid in advance are not refundable

Proposed Bylaws:

A Nonresident Membership Holder shall pay the thencurrent Initiation Fee, if applicable, monthly dues and other fees in advance as determined from time to time by the Board of Directors, and assessments as approved from time to time pursuant to Article V, Section 8 hereof Initiation fees, monthly dues, other fees, and assessments paid in advance are not refundable.

Proposal #4

ART. III, § 2(F)(3) FEES, ASSESSMENTS AND DUES (LEGACY MEMBERS)

Current Bylaws:

A Legacy Membership Holder shall pay the then-current Legacy Initiation Fee, monthly dues, minimums and other fees as determined from time to time by the Board of Directors but shall not be responsible for any assessments.

Proposed Bylaws:

A Legacy Membership Holder shall pay the then-current Initiation Fee, monthly dues, minimums, other fees as determined from time to time by the Board of Directors, and assessments as approved from time to time pursuant to Article V, Section 8 hereof

Proposal #5

ART. III, § 2(F)(5) (LEGACY MEMBERSHIP CONVERSION)

Current Bylaws:

a. upon transfer of Equity by the designation of the parent Equity Resident Membership Holder to the Legacy Membership Holder and payment of any fees or charges as determined by the Board of Directors from time to time; or

b. by paying the then-current Initiation Fee for an Equity Resident Membership.

Proposed Bylaws:

a upon transfer of Equity by the designation of the parent Equity Resident Membership Holder to the Legacy Membership Holder and payment of monthly dues, minimums, other fees or charges as determined by the Board of Directors from time to time, and assessments, as approved from time to time pursuant to Article V, Section 8 hereof; or

b by paying the then-current Initiation Fee for an Equity Resident Membership and payment of monthly dues, minimums, other fees or charges as determined by the Board of Directors from time to time, and assessments, as approved from time to time pursuant to Article V, Section 8 hereof.

proposal #6

ART. III, § 4(C) ASSESSMENTS

Current Bylaws:

The Board of Directors shall assess members only after an affirmative vote in person or by proxy of a majority of the Equity Resident Members of the Club A special meeting shall be called for that purpose Assessments shall only apply to Equity Resident Members and Business Members.

Proposed Bylaws:

The Board of Directors shall assess members only after an affirmative vote in person or by proxy of a majority of the Equity Resident Members and Awaiting Equity Members of the Club. A special meeting shall be called for that purpose Assessments shall only apply to Equity Resident Members, Business Members, Junior Members, Nonresident Members, Legacy Members and Awaiting Equity Members

a note on the vote

Ballots will go out to our Membership on October 3 In addition to electing the new members of the Board of Directors, you will be asked to vote on two separate items; the proposed Bylaws changes and the assessment for the Campus Plan

It is important to note that these votes do not depend upon one another to pass. For example, should the Bylaws changes pass and the assessment does not, the additional membership categories would still be subject to assessment

Conversely, if the assessment passes and the Bylaws changes do not pass, the $15,000 assessment amount will remain the same for the membership categories currently subject to assessment. The additional funds needed to fund the project will come from a larger loan.

WHAT IF IT DOESN’T PASS?

FACILITY DETERIORATION & DEFERRED MAINTENANCE

Aging infrastructure will continue to deteriorate, potentially leading to: Safety concerns

Increased repair costs

Temporary closures or service disruptions

Higher long-term costs due to inflation and escalating maintenance needs

Missed opportunity to address known issues proactively

Will not mitigate the cost of preventative maintenance

MEMBER SATISFACTION & RENTENTION

Risk of Member frustration over outdated or overcrowded amenities

Loss of Members and families seeking refreshed facilities

Overall Member satisfaction and pride in the Club could decline without improvements

COMPETITIVE DISADVANTAGE

Falling behind peer clubs that have already made significant updates

Challenges attracting new Members or retaining current ones without improved offerings

Difficult to justify dues or initiation fees without updated offerings/experiences

FINANCIAL IMPACT

Fixing problems one at a time tends to be more costly in the long run

Lack of clear investment path may affect long-term financial planning

Higher dues increases to keep up, without the benefit of improvements

PROJECT MOMENTUM LOSS

Loss of engagement and buy-in from Members

Starting over in the future could mean higher costs and a longer timeline

STRATEGIC VISION AT RISK

The Club may struggle to evolve and stay aligned with long-term goals

Opportunity lost to create something lasting and meaningful at the Club for future generations

Decline in Member pride and Club legacy

CONCEPTUAL RENDERINGS 05

Our Campus Plan envisions a larger, more accessible Club constructed directly on our existing footprint. Although expansion is our goal, land studies have shown there is no available property to acquire. These renderings showcase a vibrant campus designed to blend seamlessly with our already beautiful surroundings.

Although the current drawings and renderings are conceptual and not final, they provide an exciting starting point that helps bring the vision to life. They illustrate how every Member— whether passionate about tennis, pickleball, fitness, dining, family activities, or social spaces can see themselves reflected in the Club’s future. These visuals are thoughtfully designed with everyone in mind.

Phase II: Wellness Building, Shade Structures, Breezes bar Barracuda CafÉ & Party Pavilion

Wellness Building

Shade Structures

Party Pavilion

Barracuda CafÉ & Poolside Dining

Breezes Bar

WHITE BOX RENDERING - FINISHES TBD

WHITE BOX RENDERING - FINISHES TBD

Phase III: Clubhouse

WHITE BOX RENDERING - FINISHES

WHITE BOX RENDERING - FINISHES

WHITE BOX RENDERING - FINISHES

WHITE BOX RENDERING - FINISHES

BUILT FOR EVERYONE 06

From the beginning, it was imperative that the Campus Plan offer something for every Member at The Briar Club

One of the biggest obstacles was how to increase amenities across the board while also avoiding widespread or long-term closures of any of our facilities

By dividing the Campus Plan into three phases, we are able to provide displacement solutions and minimize closures campus-wide

Some of these improvements will overlap in construction, but maintaining programming and use of the Club is the top priority

Read on to learn more about how we are making this Campus Plan work for you.

PHASE ONE

THE PROPOSAL SPORTS PAVILION

Replace the existing Sports Court with a three-level, open-air facility The first level is planned to be recessed several feet to reduce the visual impact on the campus; however, the Board will continue to consider this aspect of the design depending on cost and other factors. The first level will feature a multi-sports space with a basketball court and track. The second level will provide four dedicated pickleball courts, and the third level will house a covered tennis court.

INCREASED AMENITIES

Four dedicated and reservable pickleball courts

One covered tennis court

Walking/jogging track

Lounge spaces for watching play

Additional seating for multi-sport observation

Restrooms on each level

CAMPUS IMPACT

Construction access for the Sports Pavilion will be accessed from the side of campus through Saint Street, helping to minimize the impact on your daily use of the Club.

Tennis courts 1–3 and 4–7 will remain open for play throughout construction. Dining on the Veranda and Terrace will continue to be available, and access to the Kids Club will remain unchanged during this phase of construction

Building the Sports Pavilion first allows us to host group fitness classes on the first level while the studio spaces are under construction.

The pickleball and tennis courts on levels 2 and 3 will be available for play

The addition of water detention and drainage measures will help alleviate flooding concerns on the first level of the Sports Pavilion.

PHASE TWO

RESORT POOL SHADE, BREEZES BAR & BARRACUDA CAFÉ

THE PROPOSAL

Expand Breezes Bar to create an open-concept bar with additional seating for a more comfortable and social atmosphere The Barracuda Café will be refreshed to include a walk-up counter window, expanded food preparation capacity, and a new outdoor cooking area. Permanent shade structures will be installed around the Family Resort Pool to enhance comfort for Members.

INCREASED AMENITIES

Increased seating and serving capacity at Breezes Bar

Additional lounge area in Breezes Bar

Permanent shade structures around the Family Resort Pool

Outdoor walk-up counter window at Barracuda Café

Outdoor Chef’s Station for events and buffets

CAMPUS IMPACT

Construction around the Family Resort Pool and Barracuda Café will be scheduled to begin after the summer season ends This will minimize impact on operations during construction

While Breezes Bar does remain open year-round, accommodations will be made to host Members closer to the Clubhouse for dining and drinks.

PHASE TWO (CONTINUED)

WELLNESS BUILDING, HIDEOUT, & PARTY PAVILION

THE PROPOSAL

Renovate and modernize the Wellness Building & Hideout including updates to studio spaces The renovation includes adding dedicated outdoor space to the Hideout and a permanent, covered outdoor multi-use event space for all Members.

INCREASED AMENITIES

Redesigned Family Locker Rooms to prioritize showers and changing

Dedicated family restroom with shower

Expanded Hideout with outdoor space

Kids’ camp area closer to Kids Club for easier access

Reimagined studio spaces for Group Fitness

Updates to the oldest building on campus

Expanded and covered Party Pavilion

CAMPUS IMPACT

Construction on this portion of the Campus Plan will begin once the Sports Pavilion is completed Group Fitness classes will be temporarily held on the first level of the Sports Pavilion.

The construction area will be enclosed to ensure safety and maintain a polished appearance in the spaces that remain accessible

PHASE THREE

CLUBHOUSE

THE PROPOSAL

Renovate both family and formal dining areas to accommodate Member preferences including: switching these two dining areas resulting in family dining’s relocation to the east side of the Clubhouse with the addition of a connected, covered outdoor dining area. The Lounge Bar will be transformed into a separate, dedicated room between the family and formal dining rooms.

Move first floor catering staff offices to the second floor and renovate these rooms to create card and game rooms

Renovate event spaces to enhance elegance and appeal. The ballroom balcony will be expanded to provide usable event space rather than a walkway. The event storage area will be relocated to create a private, reservable room.

INCREASED AMENITIES

Enhanced and reorganized dining rooms

Enclosed Lounge Bar with increased dining space

Designated and reservable card rooms

Additional private meeting spaces

Expanded balcony space for events

Covered Veranda expanded and optimized for all-season comfort

Updated ballroom and event spaces

CAMPUS IMPACT

Clubhouse construction is expected to take place in multiple stages During this time, one floor will remain open while work progresses on the other floor Once one level is complete, construction will move to the next

Alternative dining spaces will be available while construction is underway.

YOUR VOICE MATTERSBALLOTS GO OUT ON OCTOBER 3, 2025

STILL HAVE QUESTIONS? JOIN US FOR THESE UPCOMING DISCUSSION FORUMS

TOWN HALL

Tuesday, September 9

LUNCH WITH THE GM Friday, September 19

LUNCH WITH THE GM Tuesday, October 14

TOWN HALL Wednesday, October 22

RSVP ON THE CLUB CALENDAR

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