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BrendaC4 (Texas)
Posts: 4
Posted:
Our Texas HOA is allowed to cast votes for directors by written absentee ballot in advance of our annual meeting. The ballots are mailed/made available to homeowners, and specify a deadline for their return in advance of the annual meeting. The ballots are tallied two days PRIOR to the annual meeting, with the results announced DURING that meeting. No voting took place at the annual meeting. Meeting proxies were also provided to members, which clearly state that the proxyholder is empowered to vote for any issues that may arise DURING the meeting. Our HOA received 9 forms of proxy assigned to the chairman of the meeting that were not accompanied by an absentee ballot. The HOA then duplicated the Chairman's ballot 9 times and included those votes in the final tally.

It's my understanding that absentee balloting is a separate exercise that takes place in lieu of a meeting. The submitted proxies, on their face, specified that they only authorized votes that were taken during the actual meeting. I believe that the Chairman cast votes that are not legal, and that absentee ballots and in-person meeting proxies are mutually exclusive.

Any advice on whether to proceed with action to cause the removal of the proxy votes will be very much appreciated.
SheliaH (Indiana)
Posts: 6,964
Posted:
"9 forms of proxy forms"? Are you saying the president received 9 proxies from 9 homeowners (I assume it's one vote per house)? What do the proxies say - some state they're only to be used to help establish irum, some designate a person to attend and vote on their behalf (they may also specify how to vote on an issue or leave that up to the proxy. Our proxies allow people to establish quorum only, designate someone to vote fir them or authorize the president to do it, and they can also be used to nominate themselves or someone else (including a current board members) for a seat.

So without seeing the language on the proxy or asking whoever signed it as to what his/her intent was, I would have noted 9 proxies were received, but were not used towards the vote because there was no absentee ballot submitted.

By the way did you ask about any of this DURING the meeting? If so, what was the response? I don't know if you can look at actual proxies, so the only way to learn the intent would be to talk to the 9 owners who signed them and then it would be up to them to protest. Finally, what were homeowners voting for - if there was a clear majority vote for or against whatever, would disallowing these 9 make a difference? The answer to the last question might be the deciding factor for me as to whether I want to resort to legal action. It might be easier to request a recount using different people.

If not, it would be better to ask that the board clarify that a proxy is not an absentee ballot. - if you want to vote, you must complete a separate ballot. I'd also open proxies and ballots at the meeting and count them in front of everyone. Homeowners who aren't running and aren't on the board can be appointed to do the counting (obviously this wouldn't include saying who voted for who or what).


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC46 (South Carolina)
Posts: 14,265
Posted:
My bush is an Absentee Ballot is just that. A ballot to be cased when the ballot "owner" cannot be at the meeting in person. In the case of the proxies, depending on the wording, I say they could well be used by the proxy holder to fill a ballot out. Holding 9 Proxies, gets 9 ballots.
BrendaC4 (Texas)
Posts: 4
Posted:

SheilaH, thanks for the reply and questions. The proxy states, " I/We, do authorize and appoint the chairman of the meeting to represent me on the issues to be discussed at the annual meeting of the members to be held............, and to address, on my behalf, the issues submitted to a vote at this meeting........

The ballot was for the purpose of electing 4 directors from 7 candidates. Up to 4 votes were allowed on each ballot. I have been informed by the person that supervised the counting at the Association management company that for every proxy that they received without a ballot and that gave their meeting proxy to the chairman, they duplicated the chairman's ballot and included those votes in the final tally. There were 9 such circumstances. Considering that each ballot was eligible for 4 votes, it's possible that 36 votes (9 x 4) were illegally cast. This in a race that was decided by one vote!! Remember, the vote was conducted by written ballot OUTSIDE the meeting. It's only a matter of convenience that proxies and ballots were distributed and returned at the same time, as they are totally unrelated activities (outside a meeting as opposed to within a meeting). My contention is that if the proxy form does not convey to the proxyholder, on its face, the explicit purpose of voting the absentee ballot, it is not valid for that purpose.

I could not have possibly asked about this during the meeting. No vote totals were announced, and no public announcement was made of the proxy votes. In the days that followed, the chairman refused to provide the final vote counts, nor acknowledge the proxy votes. I was forced to obtain this information through an official records request after the meeting's conclusion, which took almost 6 weeks and multiple inquiries.

Again - there were NO votes of any sort taken at the meeting - and most certainly not votes for directors.

If I approach the board on this issue, they will just lawyer up and find an attorney that will agree with them, and then claim attorney-client privilege/victory. To have any hope of a correction will most likely require a suit in JP court. I'm looking to this forum in the hopes of receiving assurance that my position is legally correct enough to risk the $$ it will take to initiate an action.
BrendaC4 (Texas)
Posts: 4
Posted:
I should add that the ballots were counted offsite by our management company two days in advance of the annual meeting.
SheliaH (Indiana)
Posts: 6,964
Posted:
It's true they might lawyer up, but that doesn't mean you don't have valid concerns. However, if you want this fixed, you'll have to take some action. It's probably too early to hire an attorney, so you may as well go ahead and tell the board your concerns and ask for clarification. If they dont answer or refuse to, you'll have that on the record and then you can proceed.
Having an election decided by one vote doesn't necessarily mean something's amiss. You said the proxy authorized whoever was appointed to represent the homeowner in the discussion, which sounds like this also included the voting. Unless those homeowners SPECIFICALLY stated the proxy was to vote for A, B, C, and D, they may have authorized the president to vote as he saw fit, thus attaching his ballot to their proxy. You'd have to read the proxies to see exactly what those homeowners authorized and then ask them what their intentions were. It may be they gave the chairman permission to cast their votes the way he did. Once again, I don't like the idea of ballots being counted and the results announced outside the meeting, but if this is the way it's been done for years, are you now upset because you don't like the results?

This is also why I think a clarification of the rules may be appropriate or the proxy and the ballot should be on the same piece of paper, so the homeowners can be clear in what they want to do. I also think homeowners need to make more of an effort to at least attend the annual meeting to listen to the proceedings and cast their own vote for board elections - lately, I've seen several conversations on proxies, and there's always some sort of problem with them. That would include homeowners who don't read the thing at all and simply sign it and give it to whoever because "Mr. X has been on the board for a long time and he knows what he's talking about." How do you know that's not what happened here?

Have you spoken with any neighbors who are just as concerned about this as you are? If so, have them attend the next meeting with you - your questions may prompt more questions from than. It's one thing for a board to blow off one homeowner, but to blow off several could result in the word getting around and everyone calling for a new election - or a recall. If they push back and things start to get heated, it may mean hiring an attorney to blast them into resolving the problem - for that, you might pass the hat for a consultation from an attorney. Decide what you want to do, get some neighbors to help (there really is strength in numbers) and good luck to you.


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
KerryL1 (California)
Posts: 14,550
Posted:
Was the annual meeting conducted to conform to your HOA's Bylaws? Did it conform to the TX statutes that apply to your type of HOA? In some states, for instance, the vote total must be announced AT the Annual Meeting. Some states require the vote tabulation be done so that Owners can watch the tallying.

In some states, management may not count the votes. It's OK in Texas? In some states the election results must be made public to the membership within xx days. Not in Texas?

In my state, CA, absentee ballots and in-person voting at the annual meeting are treated exactly the same.

There are some excellent posters from Texas here, who might have some insights for you, Brenda.
TristaJ (Texas)
Posts: 96
Posted:
are you run under TPC 209 or TPC 81/82?

BrendaC4 (Texas)
Posts: 4
Posted:
209
WendyM5 (North Carolina)
Posts: 1,522
Posted:
Since the election was not voted up on at the annual meeting the proxies are useless. they state they are for use at the annual meeting.

therefore your HOA BOD cheated in the election and they know it.
by the way how the hell does anyone get people to return proxies? What does the letter say that goes with the proxy form? Return this form so the HOA can have a meeting an not raise dues? I'm super curious becuase I've read so many stories on how HOA BOD abuse proxies, but I'm still puzzled how they can get so many?

now back on topic good luck suing them. they all should be kicked out and not allowed to run again. Anti democratic fascists IMHO.

vis ta vie
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By BrendaC4 on 05/11/2023 12:29 PM
I should add that the ballots were counted offsite by our management company two days in advance of the annual meeting.


I realize that this is common, but it is an outlandish breach of ethics for the property manager to be involved in elections - they have a financial stake in who wins the election and is assigned to the Board. If it also unethical for votes to be counted in secret. At the very least they should be a couple of randomly selected election inspectors who witness the counting, and every candidate should be allowed to observe the counting.

SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By DavidG45 on 05/23/2023 6:49 AM
Posted By BrendaC4 on 05/11/2023 12:29 PM
I should add that the ballots were counted offsite by our management company two days in advance of the annual meeting.


I realize that this is common, but it is an outlandish breach of ethics for the property manager to be involved in elections - they have a financial stake in who wins the election and is assigned to the Board. If it also unethical for votes to be counted in secret. At the very least they should be a couple of randomly selected election inspectors who witness the counting, and every candidate should be allowed to observe the counting.


Yup.

In my community, the proxies are voted at the meeting and added to the number of homeowners who are there - if the total meets or exceeds the quorum percentage written in the documents, we have an annual meeting. I don't know why it doesn't occur to the board (or homeowners for that matter), why it's easier and more transparent to do these things at the meeting. The people doing the counting, shouldn't be affiliated with any candidate running (or re-running) for the board OR have one person representing each candidate. Or draw straws - pick people who will do what's required in front of everyone.

I've seen several conversations on this website lately about proxies, and it appears there's a problem with how they're written. If your documents permit them, at least take the time to find out their purpose and then determine how you want to use them. It shouldn't be about suppressing votes because some people have reasons why they can't attend. Use plain english to tell homeowners the proxy can be used to (1) establish quorum (2) designate someone to ATTEND the meeting and cast the vote on your behalf (3) cast votes for something or someone, or a combination thereof. People should be allowed to change their mind and attend the meeting to cast the vote personally (thus tossing the proxy) and co-owners of a home need to decide among themselves who will cast the vote and sign and date the proxy. And turn the thing in on time - maybe it's me, but it shouldn't be this complicated.


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Shelia

I am a liker of proxies. Quite often, meaningful change cannot be brought about without the use of proxies. The main problem is not how they are worded but how people read/understand/comprehend them. Granted the typical proxy sent out by the BOD will be written to allow the BOD to vote them in the way the BOD wants. Many BOD's stay in power this way.
MaxB4
Posts: 3,513
Posted:
Quote:
Posted By JohnC46 on 05/23/2023 8:45 AM
I am a liker of proxies. Many BOD's stay in power this way.

Well said
SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By JohnC46 on 05/23/2023 8:45 AM
Shelia

I am a liker of proxies. Quite often, meaningful change cannot be brought about without the use of proxies. The main problem is not how they are worded but how people read/understand/comprehend them. Granted the typical proxy sent out by the BOD will be written to allow the BOD to vote them in the way the BOD wants. Many BOD's stay in power this way.

Double yup. How many times have I said on this website - the easiest way to keep some people ignorant is to write the information down and hand it to them because they'll never read it? This is also why I personally feel there are times where people just have to make the time to attend an annual meeting or special homeowners meeting to find out what the hell is going on. Annual meetings are once a year and usually don't last an hour, if that, and it's a good opportunity to meet the people who are making decisions that will impact the livability of your home. And yet, people don't bother to go or read the proxy to see exactly what it says, and that's why we've seen the "the state law says this, but this proxy says (or doesn't say) that, what should we do?" Or wonder why the regime is STILL in power.

Sometimes you have to get off your duff and go out and see for yourself, ask questions (lots of them) and not be afraid to call a thing a thing.

One of the first things I think young people, especially nowadays, should learn is how to see for yourself and listen for yourself and think for yourself. Then you can come to an intelligent decision for yourself. If you form the habit of going by what you hear others say about someone or going by what others think about someone, instead of searching that thing out for yourself and seeing for yourself, you will be walking west when you think you’re going east, and you will be walking east when you think you’re going west.

Malcolm X

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius

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