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StanM4 (California)
Posts: 26
Posted:
CA. CC5125 states that if there is a challenge to the election process the inspectors shall make the BALLOTS available for inspection. My question is.....is the outer envelope considered part of the ballot that is available for inspection since it does not identify how the member voted? It only shows who voted.
RichardP13 (California)
Posts: 3,868
Posted:
The outer envelope is as important as the ballot as it validates the voter.
KerryL1 (California)
Posts: 14,550
Posted:
I agree that the outer envelope is as, or more, important than the ballot. And it's try that ballots must be kept for one year. But, I don't think HOAs are legally required to keep the outer envelopes and give them to Owners for inspection, are they, Richard?

Stan, didn't you and/or others observe the opening of the envelopes and tabulating of the ballots as permitted in CA?
StanM4 (California)
Posts: 26
Posted:
We believe the voting was fixed so I and one of the inspectors wanted to check the envelope to compare the return address to the post mark. If return address was from out-of-town and post mark was local we'd have possible fraud. I believe both the envelope & ballot have to be save for 1 yr. Suspicion on the # of votes rec'd - 54/60. 20 are non-resident owners. Usually 30-35 are received for any vote. We're (myself and the other 2 guys)are trying to do what's right but it's hard when mgmt and 3 BODs are fighting you. I'm trying to determine if envelopes can also be examined........

I've only been there 2 yrs and I'm concerned with all that's going on here including the recently voted CC&Rs that were accepted. That's another nightmare. I believe we're looking at a possible lawsuit.
LetA (Nevada)
Posts: 2,679
Posted:
I have to question my HOA's not so secret, secret ballot.
The HOA sends out "secret" ballots that we stuff an envelope with secret ballot written on it, but they send a
addressed envelope with out return address on it, how is that so secret when the outer envelope has my return address on it?
LetA (Nevada)
Posts: 2,679
Posted:
And Stan, a friend of mine ran for BOD 2 years ago, he went to the HOA office to watch the ballot count.
when he arrived 30 minutes before the ballots was to be counted, the envelopes was all opened and the
ballots was technically already counted..
RichardP13 (California)
Posts: 3,868
Posted:
Outer envelopes show who actually votes and it will also legitimize if the voters show be allowed to vote.

Every election I have every been involved in has kept all the materials.

Civil Code says that they are to use models set up by the counties to ensure confidentiality. I have worked presidential elections for both the city and county of Los Angeles and ALL materials are kept, including the envelopes.

LarryB13 (Arizona)
Posts: 4,099
Posted:
Quote:
Posted By StanM4 on 10/17/2016 11:21 PM
We believe the voting was fixed so I and one of the inspectors wanted to check the envelope to compare the return address to the post mark. If return address was from out-of-town and post mark was local we'd have possible fraud.


I would not jump to that conclusion unless all were post-marked on the same day at the local post office or there is some other irregularity.

The real value of the envelopes is that it allows you to contact each voter and verify that he did mail in a ballot. Since the voting is supposed to be secret you have no way of forcing a member to disclose who he voted for but you can always ask. If everyone says they voted for Bob but the official tally puts Bob dead last, then there is a problem.
StanM4 (California)
Posts: 26
Posted:
RichardP3 – that’s my point. Why does the Code state that the envelope must also be saved if it can’t be inspected per board, mgmt and attorney(mgmt attorney)?

LarryB13 – I agree that the real value is in the envelope. But, you have to be able to inspect them.

This is why I’m looking for a definite answer to “Do members have the right to inspect the envelopes?” The CA Code only says “ballots.” Does this include envelopes? If the answer is Yes, only then can the board be challenged.
KerryL1 (California)
Posts: 14,550
Posted:
Stan: "Suspicion on the # of votes rec'd - 54/60." OK, so this means 54 of your qualified home voted. That's a very nice turnout, but I don't think it's suspicious.

Your postmark theory doesn't seem plausible. For one thing, in CA the return address must be the voter's HOA address, plus their signature must be on the outer envelope. If not, I believe the ballot is invalid.

Btw, we have 30% non-resident owners and they vote. We also have about 11% who live here part-time.

Richard seems to know the part of civil code which states HOA voting materials must be kept ala public elections. Perhaps he'll share that civil code # with us.

Meantime, Stan I think you said that there ends up bring 5 to vote for, but you only elected three. Does that mean there's a vacancy? How many directors do your Bylaws say you should have.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I recently got a postcard from a friend showing Chicago and telling me how much she was enjoying her visit in Chicago. It was postmarked Boston where she lives. She waited to get home to mail it.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By LetA on 10/17/2016 11:57 PM
I have to question my HOA's not so secret, secret ballot.
The HOA sends out "secret" ballots that we stuff an envelope with secret ballot written on it, but they send a
addressed envelope with out return address on it, how is that so secret when the outer envelope has my return address on it?

There is a procedure for opening the envelopes and separating them to maintain voter secrecy and confidentiality.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By KerryL1 on 10/18/2016 8:53 AM
Richard seems to know the part of civil code which states HOA voting materials must be kept ala public elections. Perhaps he'll share that civil code # with us.

Kerry

Unlike you, I happen to have been an inspector of elections on a number of occasions. In addition, being a former property manager and now own one, I have to know the procedures for conducting an election, and then securing the ballots after the election for a period of time specified by Civil Code. Having had two challenges to an election, with one going to court, I know the important of maintaining ALL records pertaining to an election. I don't know of one attorney who believes that ONLY the ballots were to be kept. It is implied that all materials related to the conduction of an election are to be kept fpor at least a year.

I had a case three years ago where an association had an election where the inspector was a Member of the Association, ran the management company that managed the Association, was a write in candidate for the Board and the Association did not have written election rules.

I was given the Association on a Friday and the next week I was responsible for notifying the Members of the results. What I found was that only one of the 46 outer envelopes returned were signed. The Members who voted were given a $35.00 credit on their monthly assessments. Turns out that because the outer were not signed, the ballots were invalid, quorum was not met and the election should not have proceeded. I emailed the President who invalidated the election results. I told my boss what I found out and him and I had a disagreement on what our role should be. We parted ways within the hour.

While the statues may not explicitly say that envelopes need to be preserved, common sense does. My job is to look to protect the Association. Before you question whether their is a state statue out there, ask your own MC what their procedure would be to protect YOUR Association.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I should stay away from CA "stuff" but it seems clear to me keeping the ballots means the ballots and nothing else.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By JohnC46 on 10/18/2016 12:37 PM
I should stay away from CA "stuff" but it seems clear to me keeping the ballots means the ballots and nothing else.

So, if you keep the ballots only, how do you prove quorum was met and the ballots counted?
KerryL1 (California)
Posts: 14,550
Posted:
Not sure o how you do it as a PM, Richard, but our ballots peer the Board's striation are held secure in our PM's office. Every day they count the ballots and thus know when quorum is met. Our HOA's quorum of 52, for example, was well-exceeded several days ago for our 10/27 election. If it hadn't been, our PM would have sent out an e-blast reminding Owners to vote. So that's one way to know quorum has been met.

Another way is the ballot count itself. How may ballots are there? We use three inspectors who sit at a table in public space outside our meeting room. Any Owner may observe the envelope opening, etc. One opens the outer envelope, which constantly are shuffled, a second opens the ballot envelope and the 3rd tallys the votes. The ballots are, then, completely separated form the outer envelope, which must have the HOA address & Owner signature on it.

Our MC's CEO, our PM, our asst. mgr. and our HOA attorney attend. The latter advises the inspectors in cases of irregularities. We have, for instance a few Owners who own 2-3 condos. They tend to want to stuff all 2-3 ballots in one envelop, on which only one of their HOA addresses appear.

Richard wrote: "While the statues may not explicitly say that envelopes need to be preserved, common sense does. My job is to look to protect the Association. Before you question whether their is a state statue out there, ask your own MC what their [sic] procedure would be to protect YOUR Association."

Despite the bluster and distractions, it now seems clear that CA in fact, does not require the HOA keep the outer envelopes. Does not matter if it's "common sense" to do so. But this means that I don't think Stan has much chance reviewing the opened envelopes. and this thread is about his dilemma.

Your "legal" advice as to how my Board or MC might better "protect" MY HOA is welcomed. Protection from what, by the way.
RichardP13 (California)
Posts: 3,868
Posted:
Sometimes we take guidance from attorneys. An opinion from Adrian Adams, Esq.

Custody Prior to Election. The sealed ballots at all times shall be in the custody of the inspector or inspectors of elections or at a location designated by the inspector or inspectors until after the tabulation of the vote. (Civ. Code §5125.)

Custody After Election. Although the statute only calls for the custody of ballots, all election material should be held by the Inspector until the time allowed by Section 5145 for challenging the election has expired (one year), at which time custody must be transferred to the association. (Civ. Code §5125.)

Inspection. The Inspector must make the ballots available as needed for inspection and review.
KerryL1 (California)
Posts: 14,550
Posted:
So, Stan, Richard now has cited a statute and also a CA HOA law firm's opinion. The latter is that the HOA "should" keep the other materials, but the law doesn't require it. It only requires the ballots be kept.

Given that, Stan, demands for the outer envelopes probably won't get you very far.
RichardP13 (California)
Posts: 3,868
Posted:
Quote:
Posted By KerryL1 on 10/20/2016 11:29 AM
So, Stan, Richard now has cited a statute and also a CA HOA law firm's opinion. The latter is that the HOA "should" keep the other materials, but the law doesn't require it. It only requires the ballots be kept.

Given that, Stan, demands for the outer envelopes probably won't get you very far.

Stan

Unlike Kerry, being the owner of a management company requires that I act in the very best interests of the association(s) I may represent. Sometimes, I have to reply on advice from an attorney that HAS experience in defending associations where elections have been challenged. Kerry can pass off that responsibility to a high priced on-site manager and management company.

Stan, you could challenge the election to have someone prove quorum was legitimately achieved. Unless someone has a different take, the only way a secret ballot election can determine if quorum was legitimate is to compare the outer envelope to the membership roster. If the envelopes are destroyed, what to say 5 ballots didn't come from the same household?
KerryL1 (California)
Posts: 14,550
Posted:
This isn't about me, Richard, it's about practical advice for Stan. In any case, our board IS ultimately responsible for the MC's actions. You seem irritated that we have an onsite PM & asst. What's that about?

My thoughts are that maybe Stan doesn't have the time, or skills to "challenge" the election. I don't know. How, technically, could you do this??
RichardP13 (California)
Posts: 3,868
Posted:
Kerry

I have challenged an election and have had to represent an association, as the inspector, when they were challenged. The outer enveloped WERE required, as they were the only way to verify quorum.

You seem to reference the Davis-Stirling.com site, because it is maintained by CA attorneys. I have gotten the same advice from other friends of mine that are HOA attorneys. Saving just the ballots doesn't protect my client. It is also FREE advice that is available if chose to use it. I believe in most of the work they do and it is why I advertise on the site.

As far as the on-site comment. I am all for onsite managers in the right circumstance, whether they are employed by a MC or not.There are plus and minus for both.

We really don't know exactly what Stan is trying to achieve, only what he may have concerns about.

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