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MartyL1 (Florida)
Posts: 5
Posted:
Our board was petitioned in late Nov to hold a special meeting to discuss the use of a general proxy that could allow the board secretary to act as proxy if no one else was named. The community pressed for the use of a limited proxy that had three lines at the bottom for the individual to write in the names of the candidates that they wanted the proxy to vote for . The board unanimously voted in favor of the new proxy . The next day the board treasurer who is married to the president and who was not present at the meeting the night before became furious that the proxy was changed . Claiming that someone in the community emailed the board attorney she called for a special Sat early morning meeting of the board ; no members of the community were present . Three hours later the board called for a meeting of the community at the clubhouse to say that the proxy was going to be changed back to the original one because the attorneys felt that there was too much confusion regarding different proxies . The treasurer and members of the nominating committee then began an all out race to solicit as many proxies as they could . On the night of the election the nominating committee kept all of the proxies at a separate table while the ballots were being counted . When someone in the audience asked where are the proxies on member of the nominating committee shouted out oh we already counted them.

My question ; do you guys especially you living in Florida feel that we have grounds to challenge the election under Florida state statutes ?
Thanks for your help
AllisonD (Florida)
Posts: 449
Posted:
Quote:
Posted By MartyL1 on 12/30/2013 8:08 PM
Our board was petitioned in late Nov to hold a special meeting to discuss the use of a general proxy that could allow the board secretary to act as proxy if no one else was named. The community pressed for the use of a limited proxy that had three lines at the bottom for the individual to write in the names of the candidates that they wanted the proxy to vote for . The board unanimously voted in favor of the new proxy . The next day the board treasurer who is married to the president and who was not present at the meeting the night before became furious that the proxy was changed . Claiming that someone in the community emailed the board attorney she called for a special Sat early morning meeting of the board ; no members of the community were present . Three hours later the board called for a meeting of the community at the clubhouse to say that the proxy was going to be changed back to the original one because the attorneys felt that there was too much confusion regarding different proxies . The treasurer and members of the nominating committee then began an all out race to solicit as many proxies as they could . On the night of the election the nominating committee kept all of the proxies at a separate table while the ballots were being counted . When someone in the audience asked where are the proxies on member of the nominating committee shouted out oh we already counted them.

My question ; do you guys especially you living in Florida feel that we have grounds to challenge the election under Florida state statutes ?
Thanks for your help

So your original proxy allowed the secretary to act as proxy if no one else was named and the new proxy had 3 lines for the homeowner to write in their votes. The way I see it, either way gives the homeowner the ability to vote specifically the way they want to. Am I missing something here?
MartyL1 (Florida)
Posts: 5
Posted:
the general proxy did not have a place for the voter to list names ; the person acting as proxy had to be trusted to vote as the person instructed them to do
our proxy was the one with the three lines which would force the person acting as proxy to place the names of the candidates indicated on the ballot on election night

By holding the Sat am meeting without community participation and voting to change the proxy back to the general form against the will of the community the election in effect became a proxy solicitation race and was over before the votes were even counted . Every one of the incumbents was elected easily.
AllisonD (Florida)
Posts: 449
Posted:
Under what pretense did she call a meeting with less than the required 48 hours? That does not constitute an emergency to me.
MartyL1 (Florida)
Posts: 5
Posted:
I obtained the minutes after sending a certified return receipt requested letter to the board secretary . In the minutes the treasurer states that "someone" contacted the board attorney by email complaining about confusion about which proxy to use. This is what prompted the treasurer to call the meeting and have a conference call with the attorney at the community's expense which is estimated to have cost over $ 500 .
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Marty

I am not nor do I play a lawyer, especially in FL.

A General Proxy allows the proxy holder to vote as they wish.

A Directed Proxy directs the proxy holder to vote as directed.

A proxy can also be a combination of General and Directed.

Examples:

General. I Ed Smith grant Harry Jones the right to cast my vote as they wish on any matter.

Directed. I Ed Smith direct Harry Jones to cast my vote for Susan Doe for election to the BOD. (This does not allow Harry Jones to cast my vote on any other matter.)

Combination. I Ed Smith direct Harry Jones to cast my vote for Susan Doe for election to the BOD and to cast my vote as they wish on any other matter.

I do agree the meeting was not an emergency thus your BOD did not give sufficient notice about the BOD Meeting.
TimB4 (Tennessee)
Posts: 21,062
Posted:
Marty,

I'm not even sure why you bothered to hold the meeting to discuss proxies in the first place. Typically, any type of written document that identifies who the member is and who the proxy is should be acceptable documentation to appoint a proxy.

If you allow proxies to be used, then the member may use any type of proxy appointment format that they wish. They would not be required to use a specific form provided by the Board (however, many members are unaware of this). The form, is simply a convenience and, unfortunately, a method that the Board may use to control the vote (especially when general proxies are used).

A proxy is actually the name given to an individual who has written authorization to act on your behalf. The document itself that names the proxies are often referred to as a proxy but is actually simply an appointment of proxy

The different types of appointment of proxy are:

General - A document instructing the Board to allow a specific individual to attend the meeting and vote on behalf of the member. This individual is free to cast your vote however they wish.

Directed - A document instructing the Board to allow a specific individual to attend the meeting and vote on behalf of the member. This document will also instruct the proxy to cast your vote a specific way.

Quorum Only - This is similar to a directed proxy as it's a document instructing the Board to allow a specific individual to attend the meeting on your behalf and to count them for quorum purposes only. The individual is basically instructed not to cast any vote on your behalf but to attend the meeting and be counted for the purpose of achieving a quorum.

Hope this helps,

Tim
MartyL1 (Florida)
Posts: 5
Posted:
did anyone actually go through the mediation process as per state statutes in Florida ? we don't want to get stuck paying the board's legal fees if the mediator rules against us. main issue for challenge would be that the board after voting to use the proxy rec by the community reversed itself because the treasurer who is married to the then incumbent president knew she would not be able to stack the vote with the new proxy format
PeterD3 (Florida)
Posts: 708
Posted:
"My question ; do you guys especially you living in Florida feel that we have grounds to challenge the election under Florida state statutes ?
Thanks for your help"

Why bother?

If you have enough support, i.e."...that we have grounds to challenge the election...", then let them have the election.

Once completed, decide who you (the 'we' above) want to remove and insert.
Execute a Director recall as per the FL SS and correct the problem(s).

AllisonD (Florida)
Posts: 449
Posted:
I don't know that your election would have been any different using any other method. When a homeowner gives their general proxy to a board member, you know that the board member is going to vote for him or her self and if you don't care to write down who else to vote for, then you are trusting the board member to make the decision for you. Alternatively, if you give the board member a directed proxy, you are making your specific wishes known. Either way, the homeowner is properly voting. The part that bothers me is that when you use a general proxy, you are fooling the non-educated residents into believing that their only option is to sign over the vote to the board member. I like the new statute that says you do not have to conduct the election if less people are running than spots available, because there is no manipulation of votes there. What really bothers me about your situation is the meeting being held without proper notice. You should definitely call them out on that one, preferably in front of all the residents at the next meeting. But I do not think that either kind of proxy would have changed the outcome of your election unless you are convinced that the majority of residents would have actually written in other names on the directed proxy causing a different outcome. Yes mediation is hundreds, maybe thousands of dollars. Worth it for this scenario? Your resolution will occur after your next election seeing how long the court process takes!
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I like and believe in Proxies. I also admit they are often used to "outfox" people and/or take advantage of their not properly understanding things. Many elderly people get confused when presented with one and do as they are asked/told by "the fox".

I like them as they are a method for one to vote without attending the meeting. They are also a method for one to collect votes to use for their support. They are like a dual edge sword in that they can cut both ways.

The ultimate Proxy usage is to "outfox" the fox. Like collect ones dated later as they override the original ones. I saw someone get caught this way. The "fox" thought he had the vote sewed up with his proxies. He was so smug when he presented them to the Election Committee until someone (part of my faction) stepped forward with later dated ones. That smugness on the fox's face soon disappeared. He got beaten at his own game. I loved it.

AllisonD (Florida)
Posts: 449
Posted:
Quote:
Posted By JohnC46 on 01/01/2014 9:16 AM

I like them as they are a method for one to vote without attending the meeting. They are also a method for one to collect votes to use for their support. They are like a dual edge sword in that they can cut both ways.

Very well stated! I agree!!
MartyL1 (Florida)
Posts: 5
Posted:
the best method in my opinion is the ballot and envelope system . period. all residents including snow birds are mailed an election packet at the end of Oct . It includes: candidate bios ; a ballot with candidate names in alpha order with no mention of incumbency ; a small envelope marked ballot ; a larger envelope with the homeowner name and address in upper left and HOA address on center . You fill out your ballot ; place it in the small envelope . If attending the annual meeting in person you bring it with you . After listening to candidate presentations your mark your ballot and place it in the ballot box. If not attending the mtg. in person you mail it to the HOA mailbox or give the sealed envelope to your neighbor to bring to the mtg. for you. This method eliminates proxy soliciting and will greatly increase voter participation. Yes it will annoy the cheaters and the Nominating Committee members [ can you say Jim Crow ] who want to keep the status quo ad infinitum but so be it .
TimB4 (Tennessee)
Posts: 21,062
Posted:
Providing your governing documents and/or applicable state laws permit using mailed ballots, then the two envelope system works great. However, when voting by mail is not authorized, then, in my opinion, directed proxies are the next best thing.
KevinK7 (Florida)
Posts: 1,343
Posted:
Quote:
Posted By MartyL1 on 01/01/2014 5:41 AM
did anyone actually go through the mediation process as per state statutes in Florida ? we don't want to get stuck paying the board's legal fees if the mediator rules against us. main issue for challenge would be that the board after voting to use the proxy rec by the community reversed itself because the treasurer who is married to the then incumbent president knew she would not be able to stack the vote with the new proxy format

The meditation process may still require you to pay the opposing side's legal fees. If I Am not mistaken, changes to the law give the Department of Business and Professional Regulation stone authority over election matters.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By PeterD3 on 01/01/2014 8:20 AM
"My question ; do you guys especially you living in Florida feel that we have grounds to challenge the election under Florida state statutes ?
Thanks for your help"

Why bother?

If you have enough support, i.e."...that we have grounds to challenge the election...", then let them have the election.

Once completed, decide who you (the 'we' above) want to remove and insert.
Execute a Director recall as per the FL SS and correct the problem(s).


I am not nor do I play a lawyer, especially in FL.

Peter offers good advice especially if there are enough "we". If not enough "we", then the question is why not? Might the answer be not enough agree with me as I am in the minority?

CaroleS (Florida)
Posts: 97
Posted:
I tried mediation. My board remained silent daring me to file suit. I have not done so .!i found the statute that is being violated - so far they have not agreed to follow the articles dealing with the number of directors. One more chance then
I will report them to the attorney general - no insurance will cover this.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Carole

It seems to me that you get off on challenging your BOD. I am wondering if you are the type that would cut your nose off to spite your face?

Were I as upset as you seem to be, I would probably sell and move.

CaroleS (Florida)
Posts: 97
Posted:
John

Thank you for your kindness - my point was that in Florida mediation is not a slam dunk and if there are other ways they should be considered as well.

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