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Prop Mgr Sent out Letter Discouraging Write-In Candidates for Board Election - Allowed?

Started by JackH1222 replies • 2217 views

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JackH12 (California)
Posts: 13
Posted:
Hi All...We are a CA based HOA.

We had a past Board member who wished to be on the ballot for re-election to the Board. He inadvertantly forgot to submit his name on time to appear on the official ballot. He then requested to be considered as a write-in candidate. This person then told some of the HOA/his neighbors etc. that he did indeed wish to be considered for the Board again and that he would be a write-in candidate if they chose to include him.

When the property manager sent out the ballot/election forms, she specifically included another notice that stated - in sum - they strongly discourage you from voting for write-in candidates etc.

Is this allowed? An attorney told me that the property manager is not allowed to tell the HOA how to vote in any manner and that this was in fact illegal. Does anyone have any experience with this?

Subsequently, that past Board member was not re-elected (despite serving on the Board for several consecutive prior years).

Thank you.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Jack

I am not nor do I play a lawyer.

I would think what the PM did was at best improper and probably not illegal, but let us assume it was illegal. Well, so what? Would you advocate overturning the election?

Afterall the "dummie" did not do as he was supposed to. He created the problem.

I would advise wait until the next election and hope the "dummie" does it properly and work to get him elected.

JackH12 (California)
Posts: 13
Posted:
Thanks John. It is not about over turning the election - it is more about demonstrating a continued pattern of improper (illegal?) actions taken by our property manager. I don't believe she manages our HOA correctly and does not understand Davis-Stirling etc. It is an ongoing issue in many regards.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Jack

The PM works for the BOD and quite often they are a reflection of what the BOD wants in like well we pay the PM so let them play the heavy for us.

Often the easiest way to stop this is to get owners elected to the BOD that share your concerns and will either whip that PM in shape or replace them.

Hope this helps.

TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By JackH12 on 04/01/2013 7:47 AM
I don't believe she manages our HOA correctly and does not understand Davis-Stirling etc.

It's highly likely that your own volunteer board members don't understand Davis-Stirling either. Additionally, since it is a volunteer position, many Board Members won't take the time to research an issue on their own if there is an individual at the meetings who "appears" (or expected) to know the applicable laws and/or governing documents the Board will often defer to what that individual says (it's just the reality of it).

Many would expect a property manager to be the subject matter expert for the Association and won't take the time to verify what they are being told (again, it's simply the reality of the issue).

This is why it's important for every member, be they on the board or not, to have at least read and understood their governing documents and applicable State laws once. Ideally, they will review them every year.

JohnC46 (South Carolina)
Posts: 14,265
Posted:
Tim

Heresy...heresy

You advocate educate/whip the BOD into shape versus the heck with it, fire the PM...

Heresy...heresy

JackH12 (California)
Posts: 13
Posted:
Tim... I agree. Most of the HOA/Board do not understand the rules and won't take the time to research them (up until now). As you point out, the PM has been the one considered the expert and the one we rely on. It is now becoming quite obvious that many decisions/actions/opinions voiced by her are incorrect/illegal/inappropriate etc. (and it is becoming easier to research the right answer to confirm this). This site is a great resource to do just that.

Our PM has served our HOA for many years. It's not that easy to just replace her.... that is why I am trying to demonstrate a pattern of inappropriate behaviors/decisions etc. and educate our HOA.

Thanks all.
CarolR11 (Colorado)
Posts: 2,563
Posted:
So, Jack. Are you on the Board? If not, you ad likeminded homeowners should start organizing now for the next election.

Meantime, attend open meetings of the board and keep the pressure on directors. If the PM answers your questions during open forum, you might say, "I wonder about (the prez' name} opinion about this." There really is no excuse for directors to be ignorant and, if like ours, your HOA's contract with the MC states that the Board is responsible for understanding your governing docs and state laws.

You & others should read that contract, your bylaws, the Open Meeting Act, etc. Form a study group; go to davis-stirling.com for invaluable assistance.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Here is the thing about the relationship with PM's. Many HOA's get dependent on them and pay them for what they think just takes care of things for them. The reality is that the Board is in charge and the PM is to do what they tell them to do for them. It's kind of like the HOA's secretary.

Now, what people also forget is unless the PM lives in the HOA and is a HOA members, they are NOT under the same rules as the HOA. It may be in the contract that they are to follow the HOA rules but how many of the rules would actually apply to them as they have no vested interest? So depending on them to translate your HOA rules when they don't have to live under them is a bit ironic.

It's time to just get educated on how a HOA works and put a defining line between the HOA and the PM. The PM used your money to send out this additional notice. I would not be happy with that. They should not be spending that money unless the HOA approves it.

Former HOA President
JackH12 (California)
Posts: 13
Posted:
Thanks. All good advice. While it is obviously important to know the HOA rules, I was told that it was simply illegal for a PM to try to influence the HOA membership vote. So whether or not she knows our specific rules, she should know the broader rules that apply to HOAs etc. And while we would like to believe the Board knows all rules and would spend time educating themselves etc., the reality is that many Boards rely on the PM for expert advice - that is what she is paid for (as opposed to the Board who are volunteering their time).
TimB4 (Tennessee)
Posts: 21,059
Posted:
Quote:
Posted By JackH12 on 04/01/2013 10:23 AM

I was told that it was simply illegal for a PM to try to influence the HOA membership vote.

I would expect that the any communication concerning elections would have been approved by the Board prior to being sent (vs. the PM doing it on their own).
I would suggest that you bring the issue before the whole board and ask if they approved such language in the mailing or not.
CarolR11 (Colorado)
Posts: 2,563
Posted:
Association funds should not be used to campaign. That's found in the portion of the Davis-Stirling legislation that deals with elections. The only way that HOA funds can be used for campaigning is if both sides can use these funds to campaign. In your case, if the fellow who wanted reelection via write in votes could also have sent out a mailer using your HOA funds.

So, I think you're referring to Election Rules, that every HOA in CA must compose and distribute to members.

But, yes, the PM should know your HOA's rules & regs. A major reason HOAs hire PMs is to handle sending out violation letters, calling alleged violators to hearings, etc., sending the follow up letters about the results of the hearings, etc. So they need to know the rules.
JackH12 (California)
Posts: 13
Posted:
Carol... thanks for your insight. The PM did include a separate mailing saying that this person inadvertantly didn't submit their name for the ballot in time and was left off the official ballot, but wanted to be considered none the less etc.

So there was 3 notices in one mailing - 1) the official ballot (which did not include this past Board member's name), 2) the notice that he left failed to submit his name in time etc. and wanted to be considered a write-in candidate and 3) the PM's recommendation that membership not vote for a write-in candidate.
JackH12 (California)
Posts: 13
Posted:
Carol... thanks for your insight. The PM did include a separate mailing saying that this person inadvertantly didn't submit their name for the ballot in time and was left off the official ballot, but wanted to be considered none the less etc.

So there was 3 notices in one mailing - 1) the official ballot (which did not include this past Board member's name), 2) the notice that he left failed to submit his name in time etc. and wanted to be considered a write-in candidate and 3) the PM's recommendation that membership not vote for a write-in candidate.
JeanneK3 (Maryland)
Posts: 562
Posted:
Jack:
So back to your original question, does anyone have the right to tell the membership not to vote for a write-in candidate, the answer is no. If your state law allows for write-in candidates then everyone is free to vote for this person.
Jeanne
JackH12 (California)
Posts: 13
Posted:
Jeanne - THANK YOU. I really do value all the other information, but specifically wanted to verify this particular point. Appreciate all the comments -- great resource!
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JeanneK3 on 04/01/2013 11:46 AM
Jack:
So back to your original question, does anyone have the right to tell the membership not to vote for a write-in candidate, the answer is no. If your state law allows for write-in candidates then everyone is free to vote for this person.
Jeanne

Jeanne

Please show me where (MD or CA) it says the Property Manager does not have the right to tell (I think it was a suggestion not to do so actually) the membership not to vote for a write-in.

I am not saying what they did was proper and I assure you if our PM did such, I would call for their firing in a NY Minute........that is unless I was party to finding out how they could do such properly and I agreed with it.......LOL

Not liking something is not a reason for saying it cannot happen.

CarolR11 (Colorado)
Posts: 2,563
Posted:
As I pointed out earlier, John46, per Davis-Stirling, HOA Boards may not spend their HOA funds to campaign for or against a candidate or ballot measure without offering the same exact opportunity to the counterargument or alternative candidates. Merely listing the former director's name in a separate mailing is not the same as campaigning for him. By stating, however, that Members shouldn't vote for write-ins is a campaign statement.

Now if Jack's bylaws state that there may be no write-ins, that's a different story. And the no-write ins should be stated in Jack's required election rules for CA HOAs.

If there is no restriction, then the PM is violating Davis-Stirling. The MC's contract should state that the PM will comply with the HOA's governing documents. So, Jack could contact the PM's supervisor and complain--even better if he can get other Owners to join him. Once again, I'd advise Jack to read his HOA's contract with the MC.

In addition, one hopes the PM is a certified PM, which means he must comply with the CACM Code of Ethics, which also states that PMs must comply with state laws.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Carol

You said:

As I pointed out earlier, John46, per Davis-Stirling, HOA Boards may not spend their HOA funds to campaign for or against a candidate or ballot measure without offering the same exact opportunity to the counterargument or alternative candidates. Merely listing the former director's name in a separate mailing is not the same as campaigning for him. By stating, however, that Members shouldn't vote for write-ins is a campaign statement.

I do not disagree that what the PM did was wrong, but your above (spend HOA funds) is a real, real reach in my mind especially when the PM not the BOD did it. In my mind, the BOD did not spend funds to campaign one way or the other. Maybe the PM did and maybe the BOD did not disagree nor take control (maybe even defacto approval of what the PM did) but I do not see them (the BOD) as spending money to campaign.

There is more then one way to skin a cat.

CarolR11 (Colorado)
Posts: 2,563
Posted:
Whether or not the Board instructed the PM to send the campaign phrasing, the funds were Association funds and because of the double envelope, secret ballot requirement and a couple of other inserts--voting instructions and sometime a ballot measure--the cost can be considerable depending on the size of the HOA. Homeowners paid for this illegal communication. The Board is ultimately responsible.

JackH12 (California)
Posts: 13
Posted:
Thanks Carol et al. I think the spending argument is an interesting one - hadn't thought about that. I am curious if you know simply @ the PM just not being allowed to influence the vote at all (regardless of funds spent by the Board). The attorney simply said the PM can not in any way influence the vote (which most would argue she did).
CarolR11 (Colorado)
Posts: 2,563
Posted:
Was the attorney an HOA attorney, Jack? What Code, law or statute did s/he cite? I don't know of a specific law, but as I noted previously, the PM's Code of Ethics may state that the PM should be objective and neutral. It may say that in your contract with the Mgmt. Co. It seems it's time for you to look into some of these written materials and those I mentioned earlier.

I have to disagree with Jeanne, though. Directors and homeowners can campaign for/against candidates, but they must spend their own funds. We've had slates of candidates send out mailers and the-currnet directors send out an ugly joint response. Used their own dimes, though.
CarolR11 (Colorado)
Posts: 2,563
Posted:
Oh, Jack, I somehow missed Tim's wise advice. go to the next open board meeting and simply ask them--either the president or board secretary, sow usually reviews mailing that do to owners, how the PM got the authority to send out such a letter.

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