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HankD (Florida)
Posts: 10
Posted:
Our HOA in Central Florida just had an election at which 19 proxies were submitted. The proxy is for the purpose of establishing a quorum and for the homeowner to designate another (homeowner) to vote in stead. I just found out all 19 proxies, solicited by 2 board members running for re-election had 5 names including their own of course on the proxies - as if the proxies were used as ballots to elect 5 new board members. Our Documents only state that homeowners can vote either in person or by proxy.

Can a proxy be used as a ballot, or shouldn't the proxy designate fill out a ballot for each proxy.

Any response would be appreciated.

Hank
DonnaS (Tennessee)
Posts: 5,671
Posted:

Hank,
There is only one type of proxy used in Florida according to 720;306 (8)

8) PROXY VOTING.--The members have the right, unless otherwise provided in this subsection or in the governing documents, to vote in person or by proxy. 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. A proxy is effective only for the specific meeting for which it was originally given, as the meeting may lawfully be adjourned and reconvened from time to time, and automatically expires 90 days after the date of the meeting for which it was originally given. A proxy is revocable at any time at the pleasure of the person who executes it. If the proxy form expressly so provides, any proxy holder may appoint, in writing, a substitute to act in his or her place.

In simple English, if your governing documents so allow for it's use, the above is what is allowed. You can use them for elections or amendments or whenever a vote by a member is required. They are considered "Limited Proxies" and must be dated and used soley for the purpose that they are written for.
Does that help?
PeterB1 (Florida)
Posts: 257
Posted:
With a 'limited proxy', an owner can either vote for specifically named candidates OR may designate an individual to vote for him. If individuals were named and the proxy signed properly, the votes would normally count.

If proxies were not considered, those 19 people would not have votes counted. In essence, they are 'absentee' ballots.
DonnaS (Tennessee)
Posts: 5,671
Posted:

Peter,
My interpretation of absentee ballot means that--a member has filled out his ballot with his vote and signed it ,(be it election or item for consideration) and has it delivered by mail or in person. It does not have any designated person named on it. Absentee ballots must be allowed as many owner/ members are seasonal in Florida. All associations have rules as to how they are to be used.

Proxies have the owner designate a person to vote for them OR in some cases, sign them and assign a proxy holder to be counted for establishing a quorum. Florida requires them to have a date and specific item for which they can be counted as valid thus they are "LIMITED"
HankD (Florida)
Posts: 10
Posted:
Thanks Peter and Donna, your responses have helped in clarifying use of proxies at elections, here in Florida. I was confused at the fact the proxies had only one line to designate someone to vote in stead, yet each proxies submitted for counting contained the same 5 hand written names. I guess that could be construed as pushing the envelop but it is evidently not illegal.

Hank

Hank
SusanW1 (Michigan)
Posts: 5,202
Posted:
Consider offering mail-in ballots options for ELECTIONS, and continuing using proxies for getting the quorum.

Mail-in ballot casters miss all the nominations from the floor and debate, but they can still write-in candidates too.

DonnaS (Tennessee)
Posts: 5,671
Posted:

I am not a big fan of the use of proxies. From Hank's original post, you can see that the possibility of a very lopsided election, someone with an agenda or ax to grind, could gather 50 proxies and totally control a vote. Most members who sign their proxy to another person, sometimes tell the proxy holder to vote the way that they feel like they care to, thus giving the holder a free rein to do whatever they want.

2 of my 4 properties have eliminated proxies except for the establishment of quorums. Where I live, we still use them and have experienced what Hank has posted. Thank Gosh, the person who appeared with 21 proxies in hand, was pro Board.
LindaC3 (Florida)
Posts: 526
Posted:
DonnaS....hhmmm ... after reading this post you have peaked my interest...... I was told by our HOA elections chairperson that absentee ballots were not legal here in Florida.... You could vote in person or by proxy...Can you clarify this for me ? We had discussed this issue at our By Laws Committee meetings ( which i sit on ) and I had brought this issue up- was told because people could be nominated from the floor Fls does not allow absentee ballots..... Thanks Bunches LindaC3
DonnaS (Tennessee)
Posts: 5,671
Posted:
Linda,
S.S. 720 does not address absentee ballots. I found this article in a newspaper site--Richard White in Florida who answers these questions. Following is his answer.

Q. Do absentee votes count in a regular H.O.A?
meeting?

A. Condominium members can only vote by absentee ballots per the statute (FS 718.112) but most HOA members can vote either in person or by proxy subject to their documents. Each association should review their document to determine if they vary from common guidelines of annual meetings.

I am concerned about describing absentee voting since the term can have several classifications. It should be thought of as a ballot prepared before the meeting where members can fill in their selections to vote. Most HOAs do not have the procedures to prepare the ballot because they can have nominations from the floor subject to their documents. This is one reason HOAs have proxies for the absent members to tell the proxy holder how to vote. Sometimes a limited proxy is used for this purpose.

Now, he states that "MOST HOA'S do not use them because they can have nominations from the floor.
I looked in 617, Not For Profit Corps, which we are all incorporated under. They do not dissallow absentee ballots nor does the Sunshine Law. So I would say that they are not illegal to use but we just call them by the name of "Proxies"

SusanW1 (Michigan)
Posts: 5,202
Posted:
Did you notice? . . .

"because they can have nominations from the floor subject to their documents."

If absentee ballots (AKA mail-in ballots) are to be used successfully, then the nominations have to be "closed" at sometime, and none allowed on the floor. This is permissable, IF it is stated in the bylaws.

So all nominatins must be in by Dec. 1
Ballots sent out on Dec. 5,
Vote must be received by Dec. 20
Annual Meeting Dec 23.

Proxies used to establish quorum only.

One person running aournd with 50 proxy votes is dangerous!!

DonnaS (Tennessee)
Posts: 5,671
Posted:

Susan,
Not all associations allow nominations from the floor. There is no Statute saying that associations MUST allow nominations from the floor. This is strictly individual document allowances.

By the way, yes I noticed.
SusanW1 (Michigan)
Posts: 5,202
Posted:
If a group's bylaws are silent on nominations from the floor, and they follow basic parliamentary procedure (lie Roberts Rules), then write-ins AND nominations from the floor must be allowed (UNLESS prohibited in the bylaws or other documents)

Nominations from the floor at an annual meeting is a default privilege of the election process.
HankD (Florida)
Posts: 10
Posted:
I'd like to thank everyone for their great answer - I'm a little confused but a little wiser as well. The point I did not make clear is that the proxy and the letter from our CAM manager stated the proxy was to be used to establish a quorum and to designate someone to vote if the proxy holder could not attend the meeting and vote in person.
But what happened was that 2 current board members went out, got 19 proxies signed (11 & 8) and added 4 names to each proxies thus insuring they got re-elected and that 2 of their cronies got elected too. There was only one space on the proxy to enter a name for a designate, not 5 and it was not described as a ballot (type) document. Lastly, the CAM manager met with the HOA secretary and possibly 2 other board members less than an hour before the election meeting ..
perhaps to discuss proxy options ? I haven't been able to speak with the CAM manager as yet - but when I will expect straight answers.
Hank

Hank
SusanW1 (Michigan)
Posts: 5,202
Posted:
Seek to get this election declared null and void, due to ineligible ballots.

Shame on the Board for not givng clear instructions and developing an official ballot, along with a proxy form that gives someone permission to carry another persons ballot to the election, OR vote as the proxy carrier deems wisest.

What a mess!

DonnaS (Tennessee)
Posts: 5,671
Posted:

Hank,
Susan called this by it's real name--"-a mess". The proxies that I have seen have the name of the person who is assigning the proxy, then the name of the assignee, date and specific issue that you are signing the proxy for. These in Florida are called "Limited Proxies", meaning that they are valid for 90 days from the date of the vote and for only the specific meeting that is mentioned on the proxy. And YES, they count as numbers for establishment of your quorum (meeting requirement member number)

Once they are presented to the officer or monitor of the vote, the "assignee" is given the appropriate number of ballots according to the number of proxies that they presented and are named to vote on.

Now, your 2 Board members got 19 proxies, which I assume your documents allowed. Where this goes into the toilet, is when the added names to the proxies. That cannot be done. If they added names, it should have been on the ballot under "WRITE IN NAMES"

What is really wrong is that your manager did not know how to do an election. She is required to be licensed and know this stuff. If she doesn't, then all of the Statutes are on line and can be copied. And fire her.
I also think that the election needs a redo .
LindaC3 (Florida)
Posts: 526
Posted:
DonnaS..where does it state that whomever is the election chairperson MUST be licensed ??? Ours is a volunteer with other members volunteering to do the count etc....
Second thought............Is is against the Statute to 'show" up on election day with a proxie that has not been verified by the office ? They send us out colored ones and we cannot use " white" ones as they declare them invalid.......Thanks as always LindaC3
DonnaS (Tennessee)
Posts: 5,671
Posted:

Linda,
The Property manager has to be licensed to manage a property with more than 50 units per Florida real estate statutes.
The proxies can be written on anything as long as they are the official ones sent out by the Board or office or whomever is in charge of the process. Why are they colored? To make sure that they are the real ones?
Every proxie that comes in should be validated by whoever is running the election from a resident check off list. I hope that they are being very careful because this is a very important right of the membership.

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