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ErikaR (Florida)
Posts: 19
Posted:
The election committee with support of the BOD has included in the letter outlining the annual meeting that "Please be advised that for security reasons we have watermarked the proxies and ballots to ensure accuracy. Photocopies will not be accepted. if you have misplaced yours please contact M&A or any Board of Director to get a new one." In reading the FL state statutes I discovered that unless otherwise specified in our covenants a proxy must be accepted that includes the following information: "To be valid, a proxy must be dated, must state the date, time, and place of the meeting for which it was given, and must be signed by the authorized person who executed the proxy." Does that mean we have to notify every homeowner in writing that the information mailed was incorrect? If so we would have to reschedule the election. Has anyone ran into this before? Thank you for your feedback.
SusanW1 (Michigan)
Posts: 5,202
Posted:
I don't see the conflict. You have just watermarked the paper.

The regulations from the State cover the contents of the proxie.

As long as your proxy form includes all of the info required, there's no problem.

What's missing on your form that would make you feel it's invalid?

ErikaR (Florida)
Posts: 19
Posted:
One of the candadites has stated that the HOA can not refuse to accept photocopied proxies, that as long as the information required per 720 is on the proxy we can not refuse it. In other words we can not mandate a particular proxy form be used that any proxy form or no form can be used as long as it contains certain information. The candadite has raised a concern we have misinformed the homeowners and it appears they have been.
SusanW1 (Michigan)
Posts: 5,202
Posted:
Your organization can be "more restrictive" in your requirements - for example that members use an "official" proxy form for the vote.

But it cannot "loosen up" (be less restrictive, i.e. ignore,alter, etc.) the State requirements.

Tell your members that the "official" proxy form has been defined and any proxies that come in not "official" will be declared invalid and not counted.

(That is if you all feel so strongly about this. Pick your battles, huh?)
ErikaR (Florida)
Posts: 19
Posted:
It was never voted on by the bod or put in our covenants as the state statute states would override 720. Instead the election committee decided this and added it to the annual letter. If this mandate is not in our covenants according to 720 it does not appear to be a valid directive.
SusanW1 (Michigan)
Posts: 5,202
Posted:
Your FIRST sentence in your FIRST post said
"The election committee with support of the BOD" - so there was the assumption that this committee ran all this thru the Board for approval!!!!

NOW you are saying that this Committee just "decided among itself" to use this particular form.

So this is not a Board approved directive!!

So . . . . What does the BOARD want to do? It's their call, now.

The Committee had no right to place these restrictions on voting procedures without the approval of the Board.

(Because you can NOT enforce this, you should just be concerned that ANY form have the state requirements on it - and accept copies of the form your released.)

DonnaS (Tennessee)
Posts: 5,671
Posted:

Erika,
Fl Statute 720;306--(8) states that proxies must have the date, time,and place and signed by the authorized person executing the proxy. It is valid for the specific meeting for which it is dated and automatically expires in 90 days. THAT IS WHAT THE STATUTE SAYS.

Now, did your BOD mandate the watermarked proxy or did someone just decide to do this? It needs to be in your ByLaws to be effective. It seems that they did by mandating the watermarks. Therefore--- THAT IS THE REQUIREMENT FOR YOUR VOTING PROXY PROCESS. WHAT YOUR ASSOCIATION OR BOARD DID WAS PERFECTLY LEGAL AS IT JUST STRENGTHENED THE PROXY PROCESS BASED ON THE STATE STATUTE. THE STATE DOES NOT CARE THAT YOU HAVE STRICTER PROXY VOTING RULES AS LONG AS YOU DO NOT WEAKEN OR IGNORE THE STATUTE.

KNOWING THAT, YOUR MEMBERS CANNOT ALLOW PHOTOCOPIED PROXY BALLOTS IMHO.
DonnaS (Tennessee)
Posts: 5,671
Posted:

Erika,
Sorry, I just read where it is NOT in your ByLaws. Gosh, does not anyone on your Board know what items they can and cannot change without doing it the right way? All voting and election changes from your original documents must go thru the amendment procedures.
SusanW1 (Michigan)
Posts: 5,202
Posted:
Placing a watermark on the paper ballot used by the Membership does NOT have to be in the bylaws, but ought to have been passed by the Board (for use on the proxy form).

BillS11 (California)
Posts: 19
Posted:
Here in California our Civil Code Section 1363.03 gives genearl direction on what type of proxies that can be allowed.

California Corporations Codes are more specific as to how they are used however they do not tell you what type to accept or pass out.

California also requires that we issue a proxy application to anyone wishing to designate a proxy voter. The holder of that proxy must then register the proxy with the Secretary before the election. The proxy holder then opens the proxies at the polls and is issued a regular ballot where they must vote individually in secret the ballot. General proxies are not allowed and can be voided since they are prone to fraud during any election.

My suggestion is elimination of the proxy system and have a simple mail in ballot winner take all. Of course you would have a deadline for such mail in ballots to be received by the inspectors or neutral party. All others would be required to vote in person at the polls.

Also in California the proxy must be in two parts. One page with full instructions on how to use the proxy and the proxy itsself. Check your state election rules on this for HOAS .
BrianB5 (Minnesota)
Posts: 1
Posted:
Anyone know where I can find state law for Minnesota regarding proper proxy format?

Homeowners, who are trying to vote out board members in our Association, have deliberately disregarded the official proxy we've always used for meetings of the members, which was sent with the official notice of our special meeting, and have substituted their own proxy form and routed them to each of the homeowners in our Association.

Their proxy vaguely calls for the removal of any board member that does not physically live on the premises of our Association, not by naming them inidividually as is required in the notice of such meeting as provided for in our bylaws. They've been going door-to-door to have homeowners sign their proxy forms, even before the official notice of the meeting was disseminated to each homeowner.

Since their proxy form doesn't specifically identify the board members by name for whom the vote is being held, how could any of these homeowners have known who they were voting to remove if they hadn't yet received the notice for the meeting, and especially if these homeowners were deliberate in not disclosing these facts as required of any notice per our bylaws.

Did they find a loophole or can the validity of these proxies and the manner in which the signatures were obtained be challenged?
HaroldS (Arizona)
Posts: 906
Posted:
There is a very simple solution to all these proxy problems: Have your state legislature eliminate proxy voting as Arizona has. Require mail in ballots from members. So simple. No more gathering proxies to control the HOA. Harold
BugM (California)
Posts: 8
Posted:
Harold - I have to agree with you on this one. There's WAY too much potential for fraud with Proxies. Sooner or later, that rest of the states will wake up and follow Arizona on this issue.
DonnaS (Tennessee)
Posts: 5,671
Posted:

Harold,
The association where I own a rental and am chair of the Documents committee has done just what Arizona has done. We, thru an amendment to our ByLaws, eliminated proxy use altogether. Everyone gets a ballot with return, stamped envelopes, very clear instructions and a date deadline to follow. This makes it so much easier to do counts and we have absolutely no questions about validity of ballots as they are secured by unit numbers. We have a Master checkoff sheet when the ballots come in. The outside envelope has the voter's identification on it, the inside has a sealed ballot envelope. This is put in a lock box until the election meeting at which time, the election committee of 7 members, opens them and they are counted. Easy as pie.

We are fortunate tho because of the 230 homes, we need 69 for a quorum and usually there are 100 plus members who show up. That's because they all care as to what the association spends it's money on.
HaroldS (Arizona)
Posts: 906
Posted:
Smart leader Donna! No floor nominations or initiatives requiring a vote of the members can be proposed at the meeting as this would disenfranchise those who voted by mail. Consequently any proposals to be voted on must be on the agenda and the mail in ballot. This is good legislation because it prevents a small number at the meeting from proposing and passing something that affects all the members. And yes, a mailed in ballot can be counted toward quorum. Harold
BugM (California)
Posts: 8
Posted:
Question for you Donna? One of the problems with Proxies stems from the fact that they are readily copied and solicited from other highly motivated residents in the community that are more or less fanatics. Although their are limits on how many proxies that one resident may hold and bring to the meeting; we've found that the fanatics literaly badger other residents to give them their proxy. Many of the residents, but sign the proxy(never filling it out) and just hand it to the proxy solicitor. Now there's nothing to prevent the proxy solicitor from filling out the proxy and then just mail it in as if it came from the solicated resident. Many of the residents don't care and just surrender the proxy in order to get the solicitor off of their front porch. Now you can see how to circumvent the rule about how many proxies that one owner can hold and bring to the meeting. NOW - What about mail-in ballots? How do you safeguard the process so that the same scenario doesn't occur here where folks solicite the ballots and then the solicitor mails the ballot into the Board in lieu of mailing it in themselves? What's to keep somone from soliciting ballots from residents, asking them only to sign and not fill out the ballot and then the solicitor fills out the ballot and mails it in. You'd be surprised how many people don't care about this process and just surrender the ballot or proxy. Have you had any problems with this? Any other thoughts. Thanks.
DonnaS (Tennessee)
Posts: 5,671
Posted:

BugM,

I am not a fan of proxies for many of the reasons that you just stated. When these people who solicit the proxies, using tatics like scare and ignorance, there are not a whole lot of measures that the BOD can use to prevent abuse. Another poster asked if a watermarked proxy can be the only one used and not copied. I believe that all proxies used should find a secure way to prevent copying and if a mark or type of special paper works, then that should be the rule.

Florida, my state, has some laws reguarding their use and one is that Proxies must be "limited" in their use. They must have item for which they are used, name of the proxy holder, name of the asignee, date of the vote for the proxy and must be validated by an assigned person such as the Secretary or PM or whoever.

But the real question here is what kind of person has such a need as to cheat or resort to less than honest tatics? What would make anyone behave this way only to obtain a Board position or pass an amendment? I don't know but I' bet that they go thru life doing those kind of things.
SusanW1 (Michigan)
Posts: 5,202
Posted:
Bug - read your bylaws or other documents to find out the function of these proxies - are they used to obtain a quorum for the meeting - so business can be conducted?

Using proxies is dangerous for elections, IMHO. Consider mail-in ballots, if possible. Double envelope return, with the ballot marked by the voter, only.

Nominations from the floor AND write ins for elections are allowed UNLESS prohibited by your bylaws and/or other documents. For example, if the rules say that the nominations are received and then closed by a certain date, the ballot is prepared and mailed out. Otherwise, all the people who DID show up for the meeting can nominate from the floor. The mail-in ballots miss all the fun on this part of the meeting.

MikeS1
Posts: 668
Posted:

Susan - Thanks for responding - I'm very familiar with the bylaws and the proxies can be used for 1 - Quorum only or also voting. Proxy can be assigned to Secretary for voting and/or Quorum. Also Proxy can be assigned to another homeowner for voting or quorum. The homeowner can only bring 5 proxies to the annual meeting, but that doesn't prevent them from collecting them with signature only, completing them and then mailing them in as if they came from the homeowner. We estimate that at least 30-40 proxies were mailed in by one motivated resident, who basically solicated just the signed proxy and then they completed the proxy form themselves (voting for themselves). Yes, we have a highly motivated resident doing this and they are an attorney. BTW - These are for the annual meeting/election. Proxies can be be returned to the owner, on their request at the meeting, if they wish to vote for another candidate other than what was noted on their proxy.
RobertR1 (South Carolina)
Posts: 5,164
Posted:
Well, this is a new one.

Seems we have too many owners involved in an election or quorum. One guy goes and collects 20 or whatever proxies and votes them for himself, and it is noted he is a lawyer. Be fair here folks, there is nothing wrong in what he did, we probably didn't think about doing that.

Also, there is a strong feeling that a proxy can take any form, as long as it is signed and states who the vote is for. I don't think there is any requirement to keep your vote secret if you elect to not keep it secret.
The double envelope keeps it secret up to a point, the opening the election to the floor for votes or nominations keeps it open. If you vote on a slip of paper and fold it at the meeting and you are a member, that is no problem, but it is hardly secret. If someone wants the Board out, try a recall, it is much easier than cheating. We all have read of cheating on the ballots or proxies, but any association that allows shady dealings in an election may be getting what they deserve.

There are exceptions to all that I say or what anyone says, that's only right. But, I don't see us having the wherewithall to monitor any of these procedures. It is up to the association to insure elections are fair, and if a few people want to manipulate them, then don't allow it. As always, is the problem in elections a bad board or ego trippers or whatever, it happens. It does not happen enough to turn the world upside down.

I would ask each poster here to ask themselves the question. Would you knowingly allow an illegal election in your association. I bet each and everyone of you have taken steps to insure you are comfortable with how you do it, and your doubts would be satisfied before the election.

I also think proxies should not be assigned to any member of the Board, certainly not to the secretary. Why put a Board Member under the gun. Open and count the sealed envelopes at the annnual meeting, we all know those for something and some against something, select one of each to count and announce results.
It makes no difference if your vote for association Board members is secret. This is like a family sitting around the kitchen voting on who is going to do the dishes, by secret ballet; talk about trouble.

We seem to be making an issure of owners chewing on the board members in public places, it's not nice but, it happens and some board members I have seen, if you want to talk to them you have to chain them to the wall to keep them from running away. Of course that indicates there are two problems, the owner and the board member, so is this new?

How about we inplant a micro chip under the skin of each voter and when it is time to vote we read his desires that he/she transfered to the chips.
MikeS1
Posts: 668
Posted:
Robert - No such thing as Fair. Fair is where you judge Pies and Pigs. You say that there's nothing wrong with what he did? You don't know the half of it. I can't mention the other unscrupulous tactics or things that were done during this process due to liability reasons. Apparantly, you really didn't read my posting or missed the part where it says that owners can owner retain 5 proxies, and when you look at the chain of custody on the proxy, you realize that the owners are actually violation the rules. Many of the residents found out later that the resident only voted for himself, when the resident let him have the proxy, it was understood that the proxy votes were to go to all 5 members running. Yes the resident who was submitting the proxy, should have filled it out themselves, but it just doesn't happen that way. I don't know where you get all your information about "proxies should not be assigned to any member of the board and certainly not to the secretary". All of this is specified in great detail in the HOA docs." I think that the next step is to get on the Harold/Arizona bandwagon and badger our state legislature to do away with proxy voting. I do like the watermark idea, but that too is still subject to abuse.
SusanW1 (Michigan)
Posts: 5,202
Posted:
Mike - you said "Many of the residents found out later that the resident only voted for himself, when the resident let him have the proxy, it was understood that the proxy votes were to go to all 5 members running."

This is what happens when "blank" proxies are flying around. You snooze, you lose.

Those proxy voters should have designated their vote IN WRITING, not given a "general" proxie, which allows the proxy holder to determine when and where it's used.

Time to go into your bylaws and put some limits and/or guidelines on these proxies.
RobertR1 (South Carolina)
Posts: 5,164
Posted:
Mike,
Have to agree I don't know the half of it, that's for sure.
If your documents went into great detail to keep what ever he did from happening, how did it happen? I am going to guess that the great detail did not prevent it. He did it, and apparently it stood. Now who's to blame for lettting it stand? Is it the Board? Certainly, in a way, is it the pm, certainly, in a way. Is it the members? Damn right it is. I don't believe it is a good practice to assign proxies to members of the Board, if I didn't that's the way I meant it. How many associations elections are determined by the Boards wishes, good or bad? A lot, and you now as well as I that your great detail don't keep this from happening.
There should be nother special about proxiues that they can't be given to any member and have them count them. The board is not the only one that can count.
We are doing a lot of things wrong with our HOA's, but a well run HOA is a great example of what can be done with the same tools. On this site we don't get that, we get the other side for the most part. Another conviction I have is when trouble starts, look first at your self, to see where you stand. On the whole this provy business don't work very well for HOA's, and don't work at all for some.
The guy goes to the Doctor and says, doctor, every time I hit my hand ith a hammer, it hurts. Doctor says don't hit your hand with the hammer. We should move away from the things that don't wo0rk in our associations and find things that do work. That is what I believe the states are starting to realize. They haven't figured it out yet. The same as we haven't figured out our individual associations. But the answers are out there and we should be looking for them. Of course the answer is always with the power, and the people have the power.
MikeS1
Posts: 668
Posted:
Susan - Thanks for your response. You have stated the obvious here. If this particular resident was on your front porch, reaking of alchohol, ranting and raving, waving the arms in the air, what most people have done, was just them the proxy.. just to get them off of their front porch. Of course, we have a lot of diversity in the neighborhood, and many of the residents, both native americans and newcomers with language challenges, have no idea how to fill out the proxy. Yes, it's probably time to amend the documents were it addresses proxies. Take care.

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