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JohnC73 (Massachusetts)
Posts: 344
Posted:
Want to ask a simpler version of my last question.

Do any associations allow the voting ballot "articles" to be changed/modified on the day of the election?

My association does and it causes issues especially with "directed proxies", but I this ISN'T a proxy question.

At our annual meeting each voting ballot article is debated. A motion from the floor to tweak/change the wording of an article happens on about 10% of the articles.

My feeling is the voting ballot should not be allowed to change on the day of the vote. Seems crazy to me, but wanted to see if others do this as well.

Thanks
John
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JohnC73 on 08/17/2022 4:36 AM
Want to ask a simpler version of my last question.

Do any associations allow the voting ballot "articles" to be changed/modified on the day of the election?

My association does and it causes issues especially with "directed proxies", but I this ISN'T a proxy question.

At our annual meeting each voting ballot article is debated. A motion from the floor to tweak/change the wording of an article happens on about 10% of the articles.

My feeling is the voting ballot should not be allowed to change on the day of the vote. Seems crazy to me, but wanted to see if others do this as well.

Thanks
John

Sorry this is no help, but what kinds of things do you vote on at the annual meeting? Do the votes require a majority of the entire membership, or just those in attendance?
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By DavidG45 on 08/17/2022 5:02 AM
Posted By JohnC73 on 08/17/2022 4:36 AM
Want to ask a simpler version of my last question.

Do any associations allow the voting ballot "articles" to be changed/modified on the day of the election?

My association does and it causes issues especially with "directed proxies", but I this ISN'T a proxy question.

At our annual meeting each voting ballot article is debated. A motion from the floor to tweak/change the wording of an article happens on about 10% of the articles.

My feeling is the voting ballot should not be allowed to change on the day of the vote. Seems crazy to me, but wanted to see if others do this as well.

Thanks
John


Sorry this is no help, but what kinds of things do you vote on at the annual meeting? Do the votes require a majority of the entire membership, or just those in attendance?

Our controlling instruments include by-laws, usage regulations and our declaration. So a ballot article could be related to any of these documents.

For example.

Article 1 - New by-law to restrict outdoor fires after 10pm.

In our HOA this article could be changed/modified by a floor motion/vote right before the vote. So, the owners could vote to change the article on election day to something like this.

New/changed Article 1 - New by-law to restrict outdoor fires after 1AM.

The ability to change an article right up to the minute of the vote on said article causes many issues.

Thanks
John

TimB4 (Tennessee)
Posts: 21,059
Posted:
JohnC,

In the example you provided, the answer would be no.

This is because those who didn't attend or sent in a proxy based on the old wording may have done something different for the new wording. Making such a change would open the Association up to legal challenges on the amendment.

The main challenge would be lack of proper notice.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By TimB4 on 08/17/2022 6:31 AM
JohnC,

In the example you provided, the answer would be no.

This is because those who didn't attend or sent in a proxy based on the old wording may have done something different for the new wording. Making such a change would open the Association up to legal challenges on the amendment.

The main challenge would be lack of proper notice.

Thanks, You are extemely helpful as always.

And once again, you identified the issue I'm trying to resolve. My directed proxy is voting on specific wording that shouldn't change. We currently allow the article to change and that has people saying "directed" proxies can't be used. My argument is that 2 wrongs, don't make a right. directed proxies can't be denied, the law protects my rights to vote.

Sounds like we are conducting our elections like nobody else and the process needs to change.

Thanks
John
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By TimB4 on 08/17/2022 6:31 AM
JohnC,

In the example you provided, the answer would be no.

This is because those who didn't attend or sent in a proxy based on the old wording may have done something different for the new wording. Making such a change would open the Association up to legal challenges on the amendment.

The main challenge would be lack of proper notice.

Tim,

I just picked up on what I think is the most important point you are making here. Our annual meeting agenda has to be sent out 21 days prior to the annual meeting. The agenda can't be changed after the 21 day window closes. If the agenda is changed then the notification clock is reset and the annual meeting date might have to change to meet the 21 day notification requirement.

So, changing the agenda/article on the floor constitutes a change which would reset the 21 day notification clock and these changes would have to be mailed to ALL owners and couldn't be voted on for at least 21 days.

Is this your point?

Thanks
John
KerryL1 (California)
Posts: 14,550
Posted:
Not sure if it's Tim's point, but many states have statutes about how much time must occur between when a notice is sent to Owners about what is on an agenda, and the meeting to vote for directors or for changes to the governing documents. Your Bylaws may have this required notice period in them too. Notice is required so that all Owners have time to make arrangements to vote.

I have never heard of an HOA in which a brand-new motion to change anything in the declaration or bylaws is introduced AT the meeting and owners vote on it. Again, most states have notice requirements.

Your declaration (CC&Rs) states in it the % of owners who must vote to approve any amendments You must adhere to that. It might be very high, e.g., 67% or 75%.

Your Bylaws have within them what % of Owners must vote to approve amendments. Often that is just 50% + 1. In some associations, the Board alone may amend Bylaws. By the way, when fires can be restricted is not normally found in bylaws, but in your "usage regulations," which many HIs call Rules & Regulations. Generally, only the board needs to act to amend Rules.

I was unable to follow your previous post because of terms like " voting ballot 'articles,'" which don't have any mean in HOA life.

Are you on the board? What size is your assn.?
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 08/17/2022 9:26 AM
Not sure if it's Tim's point, but many states have statutes about how much time must occur between when a notice is sent to Owners about what is on an agenda, and the meeting to vote for directors or for changes to the governing documents. Your Bylaws may have this required notice period in them too. Notice is required so that all Owners have time to make arrangements to vote.

I have never heard of an HOA in which a brand-new motion to change anything in the declaration or bylaws is introduced AT the meeting and owners vote on it. Again, most states have notice requirements.

Your declaration (CC&Rs) states in it the % of owners who must vote to approve any amendments You must adhere to that. It might be very high, e.g., 67% or 75%.

Your Bylaws have within them what % of Owners must vote to approve amendments. Often that is just 50% + 1. In some associations, the Board alone may amend Bylaws. By the way, when fires can be restricted is not normally found in bylaws, but in your "usage regulations," which many HIs call Rules & Regulations. Generally, only the board needs to act to amend Rules.

I was unable to follow your previous post because of terms like " voting ballot 'articles,'" which don't have any mean in HOA life.

Are you on the board? What size is your assn.?

Thanks,

I'm running for the BOD in this Septembers election, 3 seats are up, 4 candidates running. My 3 opponents are sitting BOD members.

As crazy as it sounds, the lawyer I've been talking to today tells me that in New Hampshire you are allowed to make changes to proposed by-law change articles right up until the time of the vote. The NH Condo Act states that associations must adhear to Robert's Rules of Order unless your by-laws state differently. Robert's Rules allows voting articles to be changed at a meeting.

I think our by-law below prevents day of meeting changes, but I'm not positive. The by-law states that proposed by-law amendments must be included in the written meeting notice that has to be sent 21 day before the meeting. Do you interpret this as I do? This seems to make it illegal to introduce a by-law proposal at the annual meeting as that change certainly wasn't sent out in the notice.

10-100 Amendments to the By-Laws. ๐—ง๐—ต๐—ฒ๐˜€๐—ฒ ๐—•๐˜†-๐—Ÿ๐—ฎ๐˜„๐˜€ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฎ๐˜ ๐—ฎ๐—ป๐˜† ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐—ฟ ๐—ผ๐—ฟ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ฑ ๐—ฎ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—บ๐—ฒ๐—ป๐˜ ๐—ต๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฟ๐—ถ๐˜๐˜๐—ฒ๐—ป ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด

Our by-laws changes require 2/3 majority and I understant that part. What I'm talking about is changes to the proposed changes right before the vote. If that makes sense.

Thanks John
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnC73 on 08/17/2022 11:03 AM
Posted By KerryL1 on 08/17/2022 9:26 AM
Not sure if it's Tim's point, but many states have statutes about how much time must occur between when a notice is sent to Owners about what is on an agenda, and the meeting to vote for directors or for changes to the governing documents. Your Bylaws may have this required notice period in them too. Notice is required so that all Owners have time to make arrangements to vote.

I have never heard of an HOA in which a brand-new motion to change anything in the declaration or bylaws is introduced AT the meeting and owners vote on it. Again, most states have notice requirements.

Your declaration (CC&Rs) states in it the % of owners who must vote to approve any amendments You must adhere to that. It might be very high, e.g., 67% or 75%.

Your Bylaws have within them what % of Owners must vote to approve amendments. Often that is just 50% + 1. In some associations, the Board alone may amend Bylaws. By the way, when fires can be restricted is not normally found in bylaws, but in your "usage regulations," which many HIs call Rules & Regulations. Generally, only the board needs to act to amend Rules.

I was unable to follow your previous post because of terms like " voting ballot 'articles,'" which don't have any mean in HOA life.

Are you on the board? What size is your assn.?


Thanks,

I'm running for the BOD in this Septembers election, 3 seats are up, 4 candidates running. My 3 opponents are sitting BOD members.

As crazy as it sounds, the lawyer I've been talking to today tells me that in New Hampshire you are allowed to make changes to proposed by-law change articles right up until the time of the vote. The NH Condo Act states that associations must adhear to Robert's Rules of Order unless your by-laws state differently. Robert's Rules allows voting articles to be changed at a meeting.

I think our by-law below prevents day of meeting changes, but I'm not positive. The by-law states that proposed by-law amendments must be included in the written meeting notice that has to be sent 21 day before the meeting. Do you interpret this as I do? This seems to make it illegal to introduce a by-law proposal at the annual meeting as that change certainly wasn't sent out in the notice.

10-100 Amendments to the By-Laws. ๐—ง๐—ต๐—ฒ๐˜€๐—ฒ ๐—•๐˜†-๐—Ÿ๐—ฎ๐˜„๐˜€ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฎ๐˜ ๐—ฎ๐—ป๐˜† ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐—ฟ ๐—ผ๐—ฟ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ฑ ๐—ฎ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—บ๐—ฒ๐—ป๐˜ ๐—ต๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฟ๐—ถ๐˜๐˜๐—ฒ๐—ป ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด

Our by-laws changes require 2/3 majority and I understant that part. What I'm talking about is changes to the proposed changes right before the vote. If that makes sense.

Thanks John

The above bold is the answer so no, changes cannot be made at the meeting. Typically owners must receive a copy of the Meeting Agenda. In our case, 30 days before.
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/17/2022 11:03 AM
I'm running for the BOD in this Septembers election, 3 seats are up, 4 candidates running. My 3 opponents are sitting BOD members.

As crazy as it sounds, the lawyer I've been talking to today tells me that in New Hampshire you are allowed to make changes to proposed by-law change articles right up until the time of the vote. The NH Condo Act states that associations must adhear to Robert's Rules of Order unless your by-laws state differently. Robert's Rules allows voting articles to be changed at a meeting.
Robert's Rules themselves emphatically state that Robert's Rules are subservient to the Bylaws and any higher authorities that establish the corporation.

The attorney to whom you spoke would not be the first HOA/COA attorney who is clueless. This forum sees quotations from many HOA/COA attorneys. Usually the HOA/COA attorney gets it right. Now and then they get it wrong. Especially if said attorney is not specialized in HOAs and COAs (and I do not mean a mere real estate attorney).
Quote:
I think our by-law below prevents day of meeting changes, but I'm not positive. The by-law states that proposed by-law amendments must be included in the written meeting notice that has to be sent 21 day before the meeting. Do you interpret this as I do? This seems to make it illegal to introduce a by-law proposal at the annual meeting as that change certainly wasn't sent out in the notice.
I agree with you. There is one caveat to this, but I do not want to get into it now until you swear on your dad's life that you understand that Robert's Rules is subservient to the Bylaws and state law.

Else:

Consider taking some of your Robert's Rules questions to https://robertsrules.forumflash.com . One caveat about robertsrules.forumflash.com : Some of the members there are under the mistaken belief that Robert's Rules the owners at a HOA can lawfully countermand anything a board does. This is not so. Why? Because the Bylaws and usually, state statutes as well, give the Board certain exclusive powers and the owners certain exclusive powers. As noted above, Robert's Rules are subservient to the Bylaws and state law.

You must keep in mind the following hierarchy of documents/authorities when it comes to HOAs:

Federal law
state law
city/county code
Declaration of CC&Rs
Articles of Incorporation
Bylaws
Rules and Regulations

This means a bona fide conflict between a lower document/authority and a higher document/authority is resolved in favor of the higher document/authority.

JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/17/2022 2:11 PM
Posted By JohnC73 on 08/17/2022 11:03 AM
I'm running for the BOD in this Septembers election, 3 seats are up, 4 candidates running. My 3 opponents are sitting BOD members.

As crazy as it sounds, the lawyer I've been talking to today tells me that in New Hampshire you are allowed to make changes to proposed by-law change articles right up until the time of the vote. The NH Condo Act states that associations must adhear to Robert's Rules of Order unless your by-laws state differently. Robert's Rules allows voting articles to be changed at a meeting.
Robert's Rules themselves emphatically state that Robert's Rules are subservient to the Bylaws and any higher authorities that establish the corporation.

The attorney to whom you spoke would not be the first HOA/COA attorney who is clueless. This forum sees quotations from many HOA/COA attorneys. Usually the HOA/COA attorney gets it right. Now and then they get it wrong. Especially if said attorney is not specialized in HOAs and COAs (and I do not mean a mere real estate attorney).
Quote:
I think our by-law below prevents day of meeting changes, but I'm not positive. The by-law states that proposed by-law amendments must be included in the written meeting notice that has to be sent 21 day before the meeting. Do you interpret this as I do? This seems to make it illegal to introduce a by-law proposal at the annual meeting as that change certainly wasn't sent out in the notice.
I agree with you. There is one caveat to this, but I do not want to get into it now until you swear on your dad's life that you understand that Robert's Rules is subservient to the Bylaws and state law.

Else:

Consider taking some of your Robert's Rules questions to https://robertsrules.forumflash.com . One caveat about robertsrules.forumflash.com : Some of the members there are under the mistaken belief that Robert's Rules the owners at a HOA can lawfully countermand anything a board does. This is not so. Why? Because the Bylaws and usually, state statutes as well, give the Board certain exclusive powers and the owners certain exclusive powers. As noted above, Robert's Rules are subservient to the Bylaws and state law.

You must keep in mind the following hierarchy of documents/authorities when it comes to HOAs:

Federal law
state law
city/county code
Declaration of CC&Rs
Articles of Incorporation
Bylaws
Rules and Regulations

This means a bona fide conflict between a lower document/authority and a higher document/authority is resolved in favor of the higher document/authority.


Thanks for the response,

I am a member of the robert's rules forum you mentioned. When I asked a question about "directed proxies" on the Robert's Rule forum the unanimous response I received was that they can't comment on "proxies" since proxies are not allowed in a Roberts rule meeting. I use both forums and both are very good.

I agree that Robert's Rules are subservient to our by-laws, but according to the lawyer I spoke with Robert's rules prevails UNLESS our by-laws state something different. So, our by-laws prevail, but if the by-laws are silent on an issue then Robert's rules prevail.

Thanks
John

KerryL1 (California)
Posts: 14,550
Posted:
With respect, JohnC73, Robert's Rules aren't generally within the expertise of attorneys --HOA attorneys or others. Long ago, our (weak) board prez phoned our then HOA attorney to ask if meeting minutes once approved by the HOA Board could be revised at a future Board meeting. He replied no. He was wrong.

Every document that Augustin kindly listed takes precedence over Robert's Rules. Our boards and I think most, and we're only required to follow Robert's for members meetings, uses Robert's as sort of a default when our our own governing documents nor higher level laws can guide us.
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/17/2022 6:57 PM

I am a member of the robert's rules forum you mentioned. When I asked a question about "directed proxies" on the Robert's Rule forum the unanimous response I received was that they can't comment on "proxies" since proxies are not allowed in a Roberts rule meeting. I use both forums and both are very good.
To say that Robert's Rules prohibits the use of proxies is flatly incorrect.

Do you have a copy of Robert's Rules of Order, Newly Revised? If not, then since it is not on the internet (except for excerpts here and there, go to your library and get one.

To repeat from the other thread:

RONR 45:70-71 - "Proxy Voting. A proxy is a power of attorney given by one person to another to vote in his stead; the term also designates the person who holds the power of attorney. Proxy voting is not permitted in ordinary deliberative assemblies unless the laws of the state in which the society is incorporated require it, or the charter or bylaws of the organization provide for it. Ordinarily it should neither be allowed nor required, because proxy voting is incompatible with the essential characteristics of a deliberative assembly in which membership is individual, personal, and nontransferable. In a stock corporation, on the other hand, where the ownership is transferable, the voice and vote of the member also is transferable, by use of a proxy. But in a nonstock corporation, where membership is usually on the same basis as in an unincorporated, voluntary association, voting by proxy should not be permitted unless the stateโ€™s corporation lawโ€”as applying to nonstock corporationsโ€”absolutely requires it.

If the law under which an organization is incorporated allows proxy voting to be prohibited by a provision of the bylaws, the adoption of this book as parliamentary authority by prescription in the bylaws should be treated as sufficient provision to accomplish that result (cf. 56:49n1)."


To really break this down for you: Note the qualifiers "ordinary," "ordinarily" and "on the other hand" above. These phrases are indicating that a stock corporation (which a HOA/COA is) is not ordinary when it comes to deliberative assemblies.

You know who cannot use proxies? The U. S. Congress. State Legislatures. City Councils.

HOAs/COAs are in a different category of governance. Like many (all?) corporations with shareholders, proxies are usual.

I have found the main value of https://robertsrules.forumflash.com/ is when posters there cite specific sections of Robert's Rules. Folks there otherwise IMO tend to be ignorant of the HOA/COA legal structure and corporate law. Lke the little factoid that HOAs/COAs are for the most part, stock corporations. It's a shame, because many HOA/COA members post to forumflash, and they are getting bad information, typically based solely in Robert's Rules without an understanding of what is usual for HOA/COA Bylaws and state statutes. The better posters at forumflash qualify their remarks, but because the better posters are pretty clueless about the legal structure of HOA/COAS, the qualifications are not emphatic. Instead, the qualifications are extremely easy for those new to HOA/COA structure to miss.

Quote:
Posted By JohnC73 on 08/17/2022 6:57 PM

I agree that Robert's Rules are subservient to our by-laws, but according to the lawyer I spoke with Robert's rules prevails UNLESS our by-laws state something different. So, our by-laws prevail, but if the by-laws are silent on an issue then Robert's rules prevail.
Do you need the specific section of Robert's Rules that states that Robert's Rules is subservient to state law?

What is your question at this point?

Please understand that what some of the people here at hoatalk.com are posting is a result of years of study of governing documents, state law, a bit of case law, and exchanges with HOA/COA attorneys. It may take awhile for things to make complete sense to you.

I do recommend that you start adopting the position of asking whomever making whatever claim to show you where it says such-and-such.

Did you show this attorney, who claims that changes can be made to amendments right up to the vote, Bylaw 10-100? To review:

10-100 Amendments to the By-Laws. ๐—ง๐—ต๐—ฒ๐˜€๐—ฒ ๐—•๐˜†-๐—Ÿ๐—ฎ๐˜„๐˜€ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฎ๐˜ ๐—ฎ๐—ป๐˜† ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐—ฟ ๐—ผ๐—ฟ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ฑ ๐—ฎ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—บ๐—ฒ๐—ป๐˜ ๐—ต๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฟ๐—ถ๐˜๐˜๐—ฒ๐—ป ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด

Dig in. Make the attorney explain in plain English why he says what he says.

Granted HOA/COA directors tend to be unskilled, and you may be fighting a losing battle on the realpolitik front.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Thanks Augustin,

This post wasn't about proxies. We use them and I see that Robert's Rules allows them. The addition of RROO that I have says something to the effect that proxies are allowed if the state laws allow them. I was just relaying what responses on the RR forum.

I agree, many fights are a losing battle. I'm not really looking for a fight, I just want to do things correctly when it comes to our elections.

I'm waiting for the attorney's response on our by-law (10-100) below. Seems clear to me.

10-100 Amendments to the By-Laws. These By-Laws may be amended at any regular or Special Meeting of the Association, provided a copy of the proposed amendment has been included in the written notice of the meeting.

Thanks
KerryL1 (California)
Posts: 14,550
Posted:
Two things matter here: (1)๐—ง๐—ต๐—ฒ๐˜€๐—ฒ ๐—•๐˜†-๐—Ÿ๐—ฎ๐˜„๐˜€ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฎ๐˜ ๐—ฎ๐—ป๐˜† ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐—ฟ ๐—ผ๐—ฟ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, (2) ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ฑ ๐—ฎ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—บ๐—ฒ๐—ป๐˜ ๐—ต๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฟ๐—ถ๐˜๐˜๐—ฒ๐—ป ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด.

1. The easy one. Bylaws articles or sections can only be amended (changed) at certain kinds of meetings of Owners (Special mtg. or regular meeting of the assn.)

2. Every single proposed Bylaw amendment /change must be in writing in the written notice AND AGENDA sent to Owners at the required 21 days before the meeting. Once that notice with all of the proposed changes listed on the agenda is sent to Owners, nothing different about any Bylaws articles can happen at the meeting. Owners may only vote on the amendments' wording that's listed in the notice & agenda that Owners received.

Is the attorney you're asking an HOA attorney? Or some other kind?

You wrote, JohnC re: Tim's point: " Our annual meeting agenda has to be sent out 21 days prior to the annual meeting. The agenda can't be changed after the 21 day window closes. If the agenda is changed then the notification clock is reset and the annual meeting date might have to change to meet the 21 day notification requirement."
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 08/18/2022 9:25 AM
Two things matter here: (1)๐—ง๐—ต๐—ฒ๐˜€๐—ฒ ๐—•๐˜†-๐—Ÿ๐—ฎ๐˜„๐˜€ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฎ๐˜ ๐—ฎ๐—ป๐˜† ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐—ฟ ๐—ผ๐—ฟ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, (2) ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ฑ ๐—ฎ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐—ฎ๐—บ๐—ฒ๐—ป๐—ฑ๐—บ๐—ฒ๐—ป๐˜ ๐—ต๐—ฎ๐˜€ ๐—ฏ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐˜„๐—ฟ๐—ถ๐˜๐˜๐—ฒ๐—ป ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด.

1. The easy one. Bylaws articles or sections can only be amended (changed) at certain kinds of meetings of Owners (Special mtg. or regular meeting of the assn.)

2. Every single proposed Bylaw amendment /change must be in writing in the written notice AND AGENDA sent to Owners at the required 21 days before the meeting. Once that notice with all of the proposed changes listed on the agenda is sent to Owners, nothing different about any Bylaws articles can happen at the meeting. Owners may only vote on the amendments' wording that's listed in the notice & agenda that Owners received.

Is the attorney you're asking an HOA attorney? Or some other kind?

You wrote, JohnC re: Tim's point: " Our annual meeting agenda has to be sent out 21 days prior to the annual meeting. The agenda can't be changed after the 21 day window closes. If the agenda is changed then the notification clock is reset and the annual meeting date might have to change to meet the 21 day notification requirement."

Thank

Point #2 is the one at the heart of the issue. I agree with you, nothing should change at the meeting. My problem is getting the BOD to agree. I'm working on it, but like everything else it is a struggle.

As far as the lawyer goes. I am "paying" for a consultation next week with a NH condo lawyer. Up until now I was able to find a "condo" lawyer that responded to a few of my questions.

My main question to the lawyer is an intepretation of our bylaw I posted here and to explain the hierarchy of the different governing documents, by-laws, declaration, NH Condo Laws and so forth. It is clear what out by-law states, I just don't know if our by-laws are at the top of the food chain or if something else could supersede the by-laws.

Thanks for all the responses.

My main quesiton was do others allow changes to voting articles on election day and every response was NO. What we are doing needs to be fixed.

John
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/18/2022 12:16 PM
It is clear what out by-law states, I just don't know if our by-laws are at the top of the food chain or if something else could supersede the by-laws.
Before you see the attorney and given your healthy newbie skepticism that people here are telling the truth, I suggest you google and see the buzillion law firm sites that give the hierarchy of documents that is so frequently given at this forum and which was reproduced in one of your threads yesterday.
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By AugustinD on 08/17/2022 2:11 PM
There is one caveat to this, but I do not want to get into it now until you swear on your dad's life that you understand that Robert's Rules is subservient to the Bylaws and state law.
Given my failure to extort the desired response, and given the OP's determination to be thorough, I am offering the one caveat:

If this HOA has a long history of making changes, to properly noticed proposed amendments, at the annual meeting itself, and said changes have passed and then gone unchallenged, arguably there now exists an "amendment by acquiescence" to the bylaws, whereby the notice requirement no longer exists.

Would a HOA attorney possibly argue this? Maybe, especially if the HOA attorney prefers to be a prostitute to a rogue board. If push came to shove, whether a judge would agree that an amendment by acquiescence had occurred would be a crapshoot.

Case law does have examples of where courts agreed that an amendment by acquiescence (meaning many years of doing things a certain way that contravenes the bylaws, with no objection from the membership or directors), to the bylaws, has occurred.

Just to really screw up the OP's thinking.

Some of the newbies here will be stuck on the word "contravenes."
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By AugustinD on 08/18/2022 12:40 PM
Posted By AugustinD on 08/17/2022 2:11 PM
There is one caveat to this, but I do not want to get into it now until you swear on your dad's life that you understand that Robert's Rules is subservient to the Bylaws and state law.
Given my failure to extort the desired response, and given the OP's determination to be thorough, I am offering the one caveat:

If this HOA has a long history of making changes, to properly noticed proposed amendments, at the annual meeting itself, and said changes have passed and then gone unchallenged, arguably there now exists an "amendment by acquiescence" to the bylaws, whereby the notice requirement no longer exists.

Would a HOA attorney possibly argue this? Maybe, especially if the HOA attorney prefers to be a prostitute to a rogue board. If push came to shove, whether a judge would agree that an amendment by acquiescence had occurred would be a crapshoot.

Case law does have examples of where courts agreed that an amendment by acquiescence (meaning many years of doing things a certain way that contravenes the bylaws, with no objection from the membership or directors), to the bylaws, has occurred.

Just to really screw up the OP's thinking.

Some of the newbies here will be stuck on the word "contravenes."

Interesting post. Thanks
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/18/2022 12:30 PM
Posted By JohnC73 on 08/18/2022 12:16 PM
It is clear what out by-law states, I just don't know if our by-laws are at the top of the food chain or if something else could supersede the by-laws.
Before you see the attorney and given your healthy newbie skepticism that people here are telling the truth, I suggest you google and see the buzillion law firm sites that give the hierarchy of documents that is so frequently given at this forum and which was reproduced in one of your threads yesterday.

I'm not skeptical of the responses at all. This is why I came here. It is because of this forum that I discovered "directed proxies" I'm skeptical of how our association conducts the meeting and wanted to see if how we conduct our meetings is the norm, it clearly isn't.

Also, I can tell the BOD that day of meeting changes/amendments to articles are illegal, but they will tell me to buzz off because this is one of their reasons to get owners to use a "general proxy".

I get the heirarchy and appreciate you listing it out in another post. I just have to read through all the documents to see if our by-law that I posted comes into play. I believe it does, but I have others in my association that tell me it doesn't, so hopefully the lawyer will help clear this up for me.

Thanks
John
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/18/2022 12:40 PM
Posted By AugustinD on 08/17/2022 2:11 PM
There is one caveat to this, but I do not want to get into it now until you swear on your dad's life that you understand that Robert's Rules is subservient to the Bylaws and state law.
Given my failure to extort the desired response, and given the OP's determination to be thorough, I am offering the one caveat:

If this HOA has a long history of making changes, to properly noticed proposed amendments, at the annual meeting itself, and said changes have passed and then gone unchallenged, arguably there now exists an "amendment by acquiescence" to the bylaws, whereby the notice requirement no longer exists.

Would a HOA attorney possibly argue this? Maybe, especially if the HOA attorney prefers to be a prostitute to a rogue board. If push came to shove, whether a judge would agree that an amendment by acquiescence had occurred would be a crapshoot.

Case law does have examples of where courts agreed that an amendment by acquiescence (meaning many years of doing things a certain way that contravenes the bylaws, with no objection from the membership or directors), to the bylaws, has occurred.

Just to really screw up the OP's thinking.

Some of the newbies here will be stuck on the word "contravenes."

Thanks, now I have an ice cream head ache! I'm stuck on a few words.

We have a long history of allowing day of meeting changes to properly noticed articles. A few years ago the owners/voters got confused after an article was changed/amended at the meeting. The owners were so confused that they voted to eliminate dogs from the park. The association attorney running the meeting told the President what just happened and the President made a motion to reconsider the vote.

I used another example on our social media page. On the day of the annual meeting all the "dog lovers" were at the dog lovers convention. This left only the "dog haters" being in attendence during the annual meeting.

In our environment, if we had an article on the properly noticed agenda to "limit dogs to 2 per condo" this article could be changed/amended at the meeting by the "dog haters" to say "limit dogs to ZERO per condo". The "dog haters" could remove all dogs from the park without the "dog lovers" even being notified of the vote.

Convincing owners our system is messed up is my challenge.

THanks
John
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/18/2022 1:43 PM

Thanks, now I have an ice cream head ache! I'm stuck on a few words.

We have a long history of allowing day of meeting changes to properly noticed [amendments?}.
Oh no. I had hoped this was not the case.

Now the question is will the Board be savvy enough (silly enough, IMO) to employ this legal concept (amendment by acquiescence) to continue doing what I think we all agree is stupid, perhaps in support of some malignant effort of the board.
Quote:
A few years ago the owners/voters got confused after an article was changed/amended at the meeting. The owners were so confused that they voted to eliminate dogs from the park. The association attorney running the meeting told the President what just happened and the President made a motion to reconsider the vote.
Roger this.

Right, the challenge is persuading the Board to cooperate without going, ya know, all legal on it (which tends to raise hackles). One should assume the chances are good that the Board will put a target on your back if you ask them to break from tradition too much.

This forum serves as bartenders, ever happy to listen to people's woes of persuading a board to follow the darned governing documents and laws, as much as anything else. Granted some of us get cranky when the poster does not seem to be stepping up to serve on the board and just wants to, ya know, whine. You're not whining. Just sharing my impressions of HOATalk land.

Sorry about the headache.

JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/18/2022 1:56 PM
Posted By JohnC73 on 08/18/2022 1:43 PM

Thanks, now I have an ice cream head ache! I'm stuck on a few words.

We have a long history of allowing day of meeting changes to properly noticed [amendments?}.
Oh no. I had hoped this was not the case.

Now the question is will the Board be savvy enough (silly enough, IMO) to employ this legal concept (amendment by acquiescence) to continue doing what I think we all agree is stupid, perhaps in support of some malignant effort of the board.
Quote:
A few years ago the owners/voters got confused after an article was changed/amended at the meeting. The owners were so confused that they voted to eliminate dogs from the park. The association attorney running the meeting told the President what just happened and the President made a motion to reconsider the vote.
Roger this.

Right, the challenge is persuading the Board to cooperate without going, ya know, all legal on it (which tends to raise hackles). One should assume the chances are good that the Board will put a target on your back if you ask them to break from tradition too much.

This forum serves as bartenders, ever happy to listen to people's woes of persuading a board to follow the darned governing documents and laws, as much as anything else. Granted some of us get cranky when the poster does not seem to be stepping up to serve on the board and just wants to, ya know, whine. You're not whining. Just sharing my impressions of HOATalk land.

Sorry about the headache.


Thanks,

I am stepping up and running for the BOD. 3 seats are open and 4 candidates running for them. 3 of the candidates are current BOD members, 2 of which were NOT ELECTED, but appointed to a 6 month term2 to fill 2 vacancies.

John
JohnC73 (Massachusetts)
Posts: 344
Posted:
The NH Condo act, which is at the top of the food chain states that we must follow Robert's rules unless by-laws state other wise.

III. Except as otherwise provided in the bylaws, meetings of the association shall be conducted in accordance with the most recent edition of Roberts' Rules of Order Newly Revised.

Robert's rules allows 'day of meeting changes to articles'

So, does this by-law meet the exception criteria? I think it does.

10-100 Amendments to the By-Laws. These By-Laws may be amended at any regular or Special Meeting of the Association, provided a copy of the proposed amendment has been included in the written notice of the meeting.

John
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JohnC73 on 08/18/2022 4:33 PM
The NH Condo act, which is at the top of the food chain states that we must follow Robert's rules unless by-laws state other wise.

III. Except as otherwise provided in the bylaws, meetings of the association shall be conducted in accordance with the most recent edition of Roberts' Rules of Order Newly Revised.

Robert's rules allows 'day of meeting changes to articles'

So, does this by-law meet the exception criteria? I think it does.

10-100 Amendments to the By-Laws. These By-Laws may be amended at any regular or Special Meeting of the Association, provided a copy of the proposed amendment has been included in the written notice of the meeting.

John


So in this case, your bylaws โ€œstate otherwiseโ€ because you can only vote on amendments with 21 days notice.

TimB4 (Tennessee)
Posts: 21,059
Posted:
I believe RRO defers to the actual bylaws.

Please provide a link or cite the section of RRO that you believe says this can happen.
KerryL1 (California)
Posts: 14,550
Posted:
David is correct, JohnC73. Whatever the written notice & agenda of the meeting says, is solely what is permitted at the meeting. ZERO can be added or changed to that agenda.

Robert's is subservient to your Bylaws as Robert's itself says repeatedly.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Without doing the research and since John appears to be positive that RRO allows changes, I'm going to say both are right.

RRO says that the proposed amendment may be changed prior to voting at the meeting by those present at the meeting.

Fine.

However, once that change occurs, the Association must then meet the requirement outlined in the bylaws of sending notice to all members of the new proposal. Hence - delaying the actual vote to adopt the proposed amendment. Otherwise, they failed to meet the requirement of the bylaws and open the Association up to legal challenges.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By DavidG45 on 08/18/2022 4:37 PM
Posted By JohnC73 on 08/18/2022 4:33 PM
The NH Condo act, which is at the top of the food chain states that we must follow Robert's rules unless by-laws state other wise.

III. Except as otherwise provided in the bylaws, meetings of the association shall be conducted in accordance with the most recent edition of Roberts' Rules of Order Newly Revised.

Robert's rules allows 'day of meeting changes to articles'

So, does this by-law meet the exception criteria? I think it does.

10-100 Amendments to the By-Laws. These By-Laws may be amended at any regular or Special Meeting of the Association, provided a copy of the proposed amendment has been included in the written notice of the meeting.

John


So in this case, your bylaws โ€œstate otherwiseโ€ because you can only vote on amendments with 21 days notice.


Thanks to you and all the other responders. You have confirmed what I believed to be true. I posted here because I wanted to be at least 90% sure before I challenged the BOD/Secretary on this. Not sure how the policital current is in other associations, but I am going to be portrayed as the bad guy here. I'm also running for the BOD, so have to chose my battles wisely, but this is one worth fighting for regardless of the BOD election.

Thanks
John
KerryL1 (California)
Posts: 14,550
Posted:
Robert's Rules say the meeting agenda may be set at the meeting. JohnC73's Bylaws says the agenda (the list of items to vote on) must be set in the notice & agenda that Owners receive 21 days before the meeting. So Robert's does not apply re: this topic.
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/18/2022 5:01 PM
I posted here because I wanted to be at least 90% sure before I challenged the BOD/Secretary on this.
I predict the HOA will not change how the HOA does things for owners' meetings based on what the OP "explains" to the Board. I am so sure that I am ready to bet money on it.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/18/2022 6:15 PM
Posted By JohnC73 on 08/18/2022 5:01 PM
I posted here because I wanted to be at least 90% sure before I challenged the BOD/Secretary on this.
I predict the HOA will not change how the HOA does things for owners' meetings based on what the OP "explains" to the Board. I am so sure that I am ready to bet money on it.

I agree with you, but for different reasons. I came here looking for advice and to learn, not to be ridiculed. Perhaps you have advice instead of just being negative, but probably not.

In our HOA, I can tell the BOD it is light out and they will tell me it is dark out and if you don't like that answer fight it in court.

I assume you are indicating that I can't present my case well enough to make a convincing argument. Not true, you just don't know what I'm dealing with here. I fought the BOD on "directed proxies" and will challenge them on the last minute amendment as well.

I simply came here to see if other associations allowed last minute changes/amendments to voting articles. The reason behind that question is because the BOD wants to "void" "directed proxy" votes for changed articles. I really don't care about the less than 10% of articles that get changed. I just wanted to see how others function.

How much you willing to bet?

John

JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 08/18/2022 5:22 PM
Robert's Rules say the meeting agenda may be set at the meeting. JohnC73's Bylaws says the agenda (the list of items to vote on) must be set in the notice & agenda that Owners receive 21 days before the meeting. So Robert's does not apply re: this topic.

Thanks. I agree.

John
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/18/2022 7:42 PM
I assume you are indicating that I can't present my case well enough to make a convincing argument.
Respectfully (if that's possible), it's this and also my prediction that the Board would be either (1) unable to understand even a carefully presented argument; (2) unwilling to do as another party wishes, due to ego and dislike for being pushed around when they are doing so much other work; and (3) the "it's how we've always done things" argument. The latter argument may have legal merit, and I doubt you're prepared to address this in a persuasive way. Yet there is a way to address this.

Your newness to reading the law of HOAs/COAs; your lack of attention to citing exact statute sections and exact Robert's Rules; your seeming to miss important qualifiers in Robert's Rules, Bylaws and statute sections; your seeming to not yet having a grasp on the meaning of the "hierarchy" of laws when it comes to HOAs; your writing skills; is why I have doubts about your making a convincing argument even to someone who does think rationally and has the skills above.

Do you even know what a "qualifier" means?

Example: You posted that, "Robert's Rules allows [proposed amendments] to be changed at a meeting." You seem to cling to this as problematic. You have been asked to cite the Robert's Rule that says this. If you did, then this forum could have a fuller discussion. You also have had no interest in citing the Robert's Rules that say that Robert's Rules defers to the Bylaws and state law. When the Board claims (incorrectly) that Robert's Rule allows amendments at the meeting itself, how are you going to rebut this, without citations, and still be persuasive?

In advance, I would advise writing up your argument in a long form with full citations, and a short form with some citations.

Whatever you present, you should ask the board to consult its attorney on the points you make.
JohnC73 (Massachusetts)
Posts: 344
Posted:
I am admittedly a newby, no denying that. If I had full command of all of the intricacies of Condo living I would have no need to come to this page and ask a quesiton. I'm trying to learn and sorry if you are offended by that. I assumed, perhaps incorrectly, that this forum was to ask quesitons.

My Condo association is a vacation property and not residential. We have no full time residents and most of the owners are weekend warriors that spend about 50 days a year at the condo. 95% of the owners do not even pay attention to the politics in the park and up until just a few years ago the BOD didn't even follow the law. An owner(not me) challenged the BOD in court and now they have to follow the law.

My initial quesiton was very simple. Just asked if other association allowed day of meeting changes to proposed by-law articles. The overwhelming response was "NO". Armed with this response I am now diving deeper to figure out how to fix our process.

Do you know what "a-hole" means?

AugustinD
Posts: 1,027
Posted:
JohnC73, I apologize for letting annoyance with the masses result in my ridiculing you. This was both unfair and a poor way to teach, even if this is just the internet.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/19/2022 1:14 PM
JohnC73, I apologize for letting annoyance with the masses result in my ridiculing you. This was both unfair and a poor way to teach, even if this is just the internet.

no worries, you were right about my lack of knowledge, that is why I cam here.

I have done some additional reseach and have different, contradicting responses on the Roberts rules forum. And yes, I am consulting a lawyer as now I'm not sure.

First, here is the Robert's rules excerpt that states that amendments to proposals are allowed. The caveat is that the changes/amendments have to be within scope of the original, properly noticed article. I didn't post the entire excerpt from RROO, would have taken over the post.

57:10ย ย ย ย ย ย While amendments to a proposed bylaw amendment can be made in both the first and the second degrees (as applicable) and can be adopted by a majority vote without notice, they are subject to restrictions on the extent of the changes they propose.

57:11ย ย ย ย ย ย If the bylaws require previous notice for their amendment (as they should), or if they do not but notice has been given and a majority of the entire membership is not present, no amendment to a bylaw amendment is in order that increases the modification of the article or provision to be amended (see 35:2(6)). This restriction prevents members from proposing a slight change and then taking advantage of absent members by moving a greater one as an amendment to the amendment.

Thus, if the bylaws place the annual dues of members at $10 and an amendment is pending to strike out 10 and insert 25, an amendment to change the 25 to any number between 10 and 25 would be in order, but an amendment to change the number to less than 10 or greater than 25 would not be in order, even with unanimous consent. Had notice been given that it was proposed to increase the dues to more than $25 or to reduce them below $10, members who opposed such a change might have attended the meeting to vote against the amendment.

So I have mixed opinions. I like the opinion I received here the best that we SHOULD NOT change things the day of the annual meeting.

The Roberts Rules forum told me that 'day of meeting" changes to proposed by-law changes are perfectly legal and don't violate our by-law stating that written notice is required. The "day of meeting" changes have to be within scope of the written proposal. So, I couldn't take a proposal to limit dogs to 2 per site and change it do say "no dogs. That would be outside of the scope of the original article.

The big question is what to do with "directed proxies" now. The scope of the article can't change, so a reasonable person would come to the conclusion that the "directed proxy" vote wouldn't change.

Thanks again
John

AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/19/2022 2:06 PM
The Roberts Rules forum told me that 'day of meeting" changes to proposed by-law changes are perfectly legal and don't violate our by-law stating that written notice is required. The "day of meeting" changes have to be within scope of the written proposal. So, I couldn't take a proposal to limit dogs to 2 per site and change it do say "no dogs. That would be outside of the scope of the original article.
AFAIC, it's entirely possible a court would rule that a change to the proposed amendment the day of the meeting that has zero effect on the meaning and operation of the amendment (assuming it passed) is a lawful amendment.

But words, punctuation and so on matter. A change in the location of a comma can alter the meaning of an amendment. Does one really want to trust the owners present at a meeting to figure out whether a change to a proposed amendment changes the meaning of the proposed amendment?

These owners have okayed substantive changes in the past to proposed, otherwise properly noticed amendments, haven't they? If so, they do not even understand the purpose of notice.

What also matters: The reality that anyone who opposed the proposed amendment would be on firmer ground to sue if a change, substantive or not, occurred at the meeting.

My opinion: The robertrules.flashforum's long-time members operate in a highly limited sphere . The long-time members of the flashforum are eager to participate, strut and put their knowledge out there. Just like the members of HOATalk indeed. The flashforum members' knowledge is solely of Robert's Rules, RONR, 12th edition. They do not speak of case law. They do not speak of statutes. They do not speak of tempting a lawsuit. What they do do is go on and on about RONR's application to a particular situation, burying highly important qualifying statements like, "your bylaws and state law trump RONR." For HOAs and COAs, bylaws and state law trump so many sections of RONR that RONR is virtually useless except for maybe the mechanics of making motions. God forbid that the robertrules.flashforum members ever simply remark, to a HOA/COA member making a query: "For a shareholder corporation, you need to go to the bylaws and state law first. This is because the bylaws and state law of shareholder corporations, such as HOAs and COAs conflict, to such an extent with RONR that much of RONR is not applicable. We do you a disservice by speaking at length about Robert's Rules when the picture is so much larger than this for HOAs and COAs."
JohnC73 (Massachusetts)
Posts: 344
Posted:
Thanks,

i agree 100%.

Today I learned this thing called "scope" and that day of meeting changes had to be within scope of the properly noticed article. Is this true or just the opinion of the Robert's rule forum - who knows. What are the chances that the BOD, owners or even the lawyer moderating the meeting knows about this limitation? I can say from experience at my association that nobody knows about "scope of change". It is good information, but just makes things much more difficult. Who determines if a proposed amendment to a by-law proposal is within scope. The annual meeting is like breathing out of a firehose. Things happen fast and people vote without much thought.

You mentioned if a proposed change has Zero effect on the article then it might be lawful. I'm thinking if the proposed change has Zero effect then "directed proxy" votes should count.

My overarching goal with my original quesiton was how to handle "directed proxies" in the event of a 'day of meeting' change. The BOD wants to thrown them out, now I think we just keep them as the scope of the proposal has to stay the same.

I agree with the Roberts Rules forum. I typcally just search and don't post, but today I posted.

I guess at this point I need a lawyer or just live with things as is. The better I understand it the more I'm thinking just live with it.

Thanks again
JOhn

AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/19/2022 3:14 PM
Today I learned this thing called "scope" and that day of meeting changes had to be within scope of the properly noticed article. Is this true or just the opinion of the Robert's rule forum - who knows. What are the chances that the BOD, owners or even the lawyer moderating the meeting knows about this limitation? I can say from experience at my association that nobody knows about "scope of change".
And I am prepared to bet even more money that not one long-time member of the robertsrules.yada forum can speak to case law on this RONR subject or any subject. Why be so testy? Because this is about interpreting words (e.g. "scope of change"). And this is largely what the courts do. For the robertsrules.yada forum to ignore the reality of debate about words, and how the courts get the final say, is irresponsible, AFAIC.

Quote:
You mentioned if a proposed change has Zero effect on the article then it might be lawful. I'm thinking if the proposed change has Zero effect then "directed proxy" votes should count.
I would not be surprised if case law existed on the point.
Quote:
My overarching goal with my original quesiton was how to handle "directed proxies" in the event of a 'day of meeting' change. The BOD wants to thrown them out, now I think we just keep them as the scope of the proposal has to stay the same.
I cannot parse the above. Are you saying you think the COA/HOA should count the directed proxies (and not throw the durected proxies out) as long as the "scope" has not changed?

JohnC73 (Massachusetts)
Posts: 344
Posted:
Thanks,

Yes, I was thinking that if the Scope of the proposal can not change then it stands to reason that the "directed proxy" vote should also not change or be voided.

This is way over complicated and simplified by simply NOT ALLOWING amendments on election/meeting day.

I just looked back at our meeting archives and I see that we have broken the "scope" requirement many times on amendments.

Looking at this from a legal challenge perspective, it sounds expensive and maybe not worth it for the < 10% of the articles that might get changes. The $$ would be coming out of my pocket or the group that I'm working with.

Thanks
John
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/19/2022 2:06 PM
The Roberts Rules forum told me that 'day of meeting" changes to proposed by-law changes are perfectly legal and don't violate our by-law stating that written notice is required. The "day of meeting" changes have to be within scope of the written proposal. So, I couldn't take a proposal to limit dogs to 2 per site and change it do say "no dogs. That would be outside of the scope of the original article.
I see your thread, begun late today. Three RR people responded as of this writing. Person 3 said that, if a change was made at the meeting, and even if in scope, the directed proxy could not count. (I think Person 3 posted after you posted the above.)

Person 2 offered the following hypothetical, to explain "scope":

For example, suppose a properly noticed, proposed amendment was to alter the amount of dues from exactly $20 to exactly $40. At the meeting all present agreed to change the amount to exactly $30. This change is within the scope of the proposal and so does not violate notice requirements.

The idea is that if a member received the notice and decided that the proposed increase was not worth showing up to vote against it, amendments would be in order as long as they are not likely to cause him to regret that decision, but raising it to $250 would not be in order


I would like to see the opinions of HOATalk members on whether notice requirements were violated.

If I issued a directed proxy, saying I wanted the $40 increase, and then at the meeting the number was changed to $30, I could see reasons to vote against this. I would want the vote re-done, with new notice sent out.

I liked Person 3's response at the thread: "The changes, even if within scope of notice, may be enough to have changed the proxy-giver's opinion โ€” you can't assume otherwise."

Person 1 said he felt the question is really outside the forum's scope.

Person 2 just posted again and said, "Scope is not always easy to determine unambiguously." [sarcasm]Brilliant.[/sarcasm]
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/19/2022 4:04 PM
Posted By JohnC73 on 08/19/2022 2:06 PM
The Roberts Rules forum told me that 'day of meeting" changes to proposed by-law changes are perfectly legal and don't violate our by-law stating that written notice is required. The "day of meeting" changes have to be within scope of the written proposal. So, I couldn't take a proposal to limit dogs to 2 per site and change it do say "no dogs. That would be outside of the scope of the original article.
I see your thread, begun late today. Three RR people responded as of this writing. Person 3 said that, if a change was made at the meeting, and even if in scope, the directed proxy could not count. (I think Person 3 posted after you posted the above.)

Person 2 offered the following hypothetical, to explain "scope":

For example, suppose a properly noticed, proposed amendment was to alter the amount of dues from exactly $20 to exactly $40. At the meeting all present agreed to change the amount to exactly $30. This change is within the scope of the proposal and so does not violate notice requirements.

The idea is that if a member received the notice and decided that the proposed increase was not worth showing up to vote against it, amendments would be in order as long as they are not likely to cause him to regret that decision, but raising it to $250 would not be in order


I would like to see the opinions of HOATalk members on whether notice requirements were violated.

If I issued a directed proxy, saying I wanted the $40 increase, and then at the meeting the number was changed to $30, I could see reasons to vote against this. I would want the vote re-done, with new notice sent out.

I liked Person 3's response at the thread: "The changes, even if within scope of notice, may be enough to have changed the proxy-giver's opinion โ€” you can't assume otherwise."

Person 1 said he felt the question is really outside the forum's scope.

Person 2 just posted again and said, "Scope is not always easy to determine unambiguously." [sarcasm]Brilliant.[/sarcasm]

Thanks for going the extra step and looking at my Roberts rules forum post.

This is why I'm not a lawyer - lol. Nothing is clear cut and one could argue either side of this issue and probably make a good case.

The only thing I know for certain is that 95% or greater of the association owners probably don't care. This is a vacation destination and they consider it their "happy place". I was one of those owners for my first 10 years of ownership, then a friend became BOD president and he nominated me for Secretary. I was clearly over my head, but was willing to learn and I have been trying to learn ever since.

Thanks
John

AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/19/2022 4:45 PM

This is why I'm not a lawyer - lol. Nothing is clear cut and one could argue either side of this issue and probably make a good case.
I cannot resist:

I think the words above are remarkably similar to those that the best lawyers would use to explain to a client why the client should not risk a lawsuit by doing xyz and should instead, err on the side of caution and do abc.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By AugustinD on 08/19/2022 5:03 PM
Posted By JohnC73 on 08/19/2022 4:45 PM

This is why I'm not a lawyer - lol. Nothing is clear cut and one could argue either side of this issue and probably make a good case.
I cannot resist:

I think the words above are remarkably similar to those that the best lawyers would use to explain to a client why the client should not risk a lawsuit by doing xyz and should instead, err on the side of caution and do abc.

That is funny and now you understand my ice cream headache. I can't win here, the case is a coin toss.
AugustinD
Posts: 1,027
Posted:
Quote:
Posted By JohnC73 on 08/19/2022 6:03 PM
Posted By AugustinD on 08/19/2022 5:03 PM
Posted By JohnC73 on 08/19/2022 4:45 PM

This is why I'm not a lawyer - lol. Nothing is clear cut and one could argue either side of this issue and probably make a good case.
I cannot resist:

I think the words above are remarkably similar to those that the best lawyers would use to explain to a client why the client should not risk a lawsuit by doing xyz and should instead, err on the side of caution and do abc.


That is funny and now you understand my ice cream headache. I can't win here, the case is a coin toss.


What I intended for the reader to take from it is that the HOA is taking risks by making changes the day of the meeting (doing "xyz" above). If someone sued because of these changes, there's no telling which way the judge would rule. Hence the prudent course is to err on the side of caution and not make changes at the meeting (thus doing "abc").
KerryL1 (California)
Posts: 14,550
Posted:
My reading of John's RRForum example is that some Bylaws or state codes were potentially violated. THEY are legal documents. Robert's is not. Joh, Robert's are procedures to follow at meetings. CONTENT is not determined by Robert's but by your documents and state codes., e.g., motions, 2nds, tabling, etc.

In my opinion, you've gotten too hung up on Robert's, by far. You already have notice requirements, why search further? Why get further & further into some weeds that aren't helping, imho.

1. There was no 21-day notice of THIS Bylaw amendment. "Scope" seems to be irrelevant.

2. There most likely were not 2/3 of all Owners at the meeting to vote on this "invalid" amendment to the properly-noticed agenda items. Pretty sure that NH requires 2/3 of owners, not 2/3 of voters to approve amendments to Bylaws.

John, do you have a plan? Will you, for instance, take a written opinion from the HOA attorney you'll meet with soon to the Board? And to the HOA's attorney?

I wish I could go back and review all of your writing on this topic, John, but I'm in the middle of some serious HOA stuff myself. It's not that I'm THAT busy but I am very slow.

JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 08/19/2022 8:43 PM
My reading of John's RRForum example is that some Bylaws or state codes were potentially violated. THEY are legal documents. Robert's is not. Joh, Robert's are procedures to follow at meetings. CONTENT is not determined by Robert's but by your documents and state codes., e.g., motions, 2nds, tabling, etc.

In my opinion, you've gotten too hung up on Robert's, by far. You already have notice requirements, why search further? Why get further & further into some weeds that aren't helping, imho.

1. There was no 21-day notice of THIS Bylaw amendment. "Scope" seems to be irrelevant.

2. There most likely were not 2/3 of all Owners at the meeting to vote on this "invalid" amendment to the properly-noticed agenda items. Pretty sure that NH requires 2/3 of owners, not 2/3 of voters to approve amendments to Bylaws.

John, do you have a plan? Will you, for instance, take a written opinion from the HOA attorney you'll meet with soon to the Board? And to the HOA's attorney?

I wish I could go back and review all of your writing on this topic, John, but I'm in the middle of some serious HOA stuff myself. It's not that I'm THAT busy but I am very slow.


Many Many thanks to you and Augistin. You have both been a tremendous help. Now I'm awake at 4am thinking about it - lol

The more I think about it, I agree, the Robert's Rules folks on the other forum are just pounding their chest a bit. Very intelligent, but not sure they want to look at anything other than Robert's Rules.

If our 1 sentence by-law regarding proper notice needs a lawyer to translate then there is absolutely no chance of any owner ever understanding any by-law as written.

Not to bring Bill Clinton into this, but isn't he the lawyer that explained something away by stating "it depends on what the definition of "is" is. Is our by-law applicable depending on what the definiiton of "change" is? And is the definition of change something defined by Robert's Rules and not a dictionary?

My plans? Well, I have plans to schedule a consult with a Lawyer next week. But if the attorney tells me that it depends on what the meaning of "change" is then I'm not sure I will pursue any further. It is very clear to me and apparently you as well that a by-law proposal for "xyz" is not the same as "xyz-123" and is illegal unless properly noticed to all owners.

Thanks again, we've probably beaten this to death. If nothing else I've learned a lot from both of you.

John

JohnC73 (Massachusetts)
Posts: 344
Posted:
Kerry,

I agree, I was getting too hung up on Robert's Rules. That is because I lack the confidence that comes from experience and education that you and Augustin have. You have cemented in my head that Robert's Rules are simply procedures to follow and not legal rules. Our by-laws and the NH Condo act ALWAYS overrule any of the procedural guidance of Roberts Rules.

Thanks
John
KerryL1 (California)
Posts: 14,550
Posted:
Sorry about my odd wording: "Robert's are procedures to follow at meetings. CONTENT is not determined by Robert's but by your documents and state codes., e.g., motions, 2nds, tabling, etc." It should have been "Robert's are procedures to follow at meetings, e.g., motions, 2nds, tabling, etc. CONTENT is not determined by Robert's but by your documents and state codes."

Your governing documents use the word "amend" to describe possible changes to them. Once these amendments are on a noticed agenda, the wording of such amendment cannot be changed, altered, modified, AT the meeting. This is so if I understand your own governing documents and NH statutes about your type of condos correctly. The attorney will know these things. Robert's is irrelevant to the content of your documents.

Assn. boards in CA aren't required to use Robert's, but Boards in my HOA have used it when our own documents are silent on a topic. The Board votes to make a decision. Later in the meeting a director says, "Wait, we forgot to take x into account when we made that decision!" What does the Board do now? According to Robert's, it "reconsiders the decision previously made." A director who voted in favor of the decision makes a motion to reconsider it. The Board votes. If yes, the agenda item is revisited and a different decision may or may not be made. As you can see this is a "procedure" about conducting the meeting.

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