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JeanneH3 (North Carolina)
Posts: 158
Posted:
I *just* realized what cumulative voting is. Our governing documents do not mention it at all, NC state law does not allow cumulative voting if the governing documents do not permit it. https://www.ncleg.gov/enactedlegislation/statutes/html/bysection/chapter_55/gs_55-7-28.html

We do not vote for officers, but rather membership to the BOD which then meets immediately after the annual meeting is adjourned and votes among themselves for officers. It appears to me that cumulative voting is being used, at least in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present? Am I right that this was a cumulative voting election?

The HOA is about to have another annual meeting with election to the BOD. There are eight candidates for four positions on the BOD. With a slate of candidates this large, how does an HOA vote for members to the board if cumulative voting is not done?
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By JeanneH3 on 11/02/2023 9:09 AM
in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present?
56 households total were voting, either in person or by proxy, correct? Each household can cast a vote for up to three candidates, with the restriction that aach household can cast a maximum of one vote per candidate (hence non-cumulative voting).

Total votes for candidates possible = 56 x 3 = 168 votes.

In last year's election, 48 +48 + 46 + (at most 9)+(at most 9) < = 160

The numbers do not indicate anything funny to me.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By ElleN on 11/02/2023 9:24 AM
Posted By JeanneH3 on 11/02/2023 9:09 AM
in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present?
56 households total were voting, either in person or by proxy, correct? Each household can cast a vote for up to three candidates, with the restriction that aach household can cast a maximum of one vote per candidate (hence non-cumulative voting).

Total votes for candidates possible = 56 x 3 = 168 votes.

In last year's election, 48 +48 + 46 + (at most 9)+(at most 9) < = 160

The numbers do not indicate anything funny to me.

Yes, 56 units voted. What I'm reading on Wikipedia and law sites is that it s cumulative voting when the number of votes each unit is allowed to cast is equivalent to the number of open board positions. That defines cumulative voting. I've yet to read anything with restrictions limiting those votes to no more than one per candidate to specifically restrict stacking. I guess the questions are, was there a restriction stated prior to the election last year (I don't recall) and what happens if this year there is no stated restriction of one vote per candidate from each unit?

Getting up to speed on HOA issues is such a steep learning curve.
KerryL1 (California)
Posts: 14,550
Posted:
Cumulative voting is when there are three board openings and an owner is able to cast all three of their votes for one candidate, or cast 2 votes for one candidate and 1 vote to another.

Any vote combination other than the above would be the same as non-cumulative voting, e.g., only 1 vote for one of the candidates, only 1 vote for each of 2 candidates, only 1 vote for each of three candidates.

The major HOA law firm in CA as advises HOAs to delete cumulative when they amend their bylaws. And we did just that last year.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By KerryL1 on 11/02/2023 10:14 AM
Cumulative voting is when there are three board openings and an owner is able to cast all three of their votes for one candidate, or cast 2 votes for one candidate and 1 vote to another.

Any vote combination other than the above would be the same as non-cumulative voting, e.g., only 1 vote for one of the candidates, only 1 vote for each of 2 candidates, only 1 vote for each of three candidates.

The major HOA law firm in CA as advises HOAs to delete cumulative when they amend their bylaws. And we did just that last year.

We had our Declarant change a few Bylaws before we took over and one change was to eliminated cumulative voting.
TerriS6 (California)
Posts: 3,284
Posted:
I like cumulative voting. We had 5 seats open and I was able to give all 5 votes to the only director I would have voted for. He got more votes than 2 others so he got the longer term.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By JeanneH3 on 11/02/2023 9:48 AM

Yes, 56 units voted. What I'm reading on Wikipedia and law sites is that it s cumulative voting when the number of votes each unit is allowed to cast is equivalent to the number of open board positions. That defines cumulative voting.
I disagree that this defines cumulative voting.

Wiki says this:

Cumulative voting is used in elections where more than one seat is filled. It permits voters to cast multiple votes, as many as the number of seats to be filled, allow[ing] each voter to put more than one vote on a preferred candidate.

All I can say is that, using the results you provided, one cannot conclude that the voting in the past election was cumulative or not cumulative. More information is needed.

I agree with what KerryL1 wrote above.
KerryL1 (California)
Posts: 14,550
Posted:
With Elle, the last election's numbers are meaningless. Your documents, usually it'd be your Bylaws, are silent on cumulative voting. NC doesn't permit it. . So just leave it alone and focus on the upcoming election.

To answer your question, there are four openings on the Board. With no cumulative voting, you may cast only one vote for each of 4 candidates. If you do not like some of them there's no requirement to cast all 4 of your home's votes. You may just cast one vote for each of the 1, 2 or 3 candidates whom you like.
ElleN (Idaho)
Posts: 4,420
Posted:
For the record: I do not consider the numbers JeanneH3 to be completely meaningless. They suggest to me that non-cumulative voting is highly likely to have occurred. But again (and also agreeing with Kerry for the most part), that non-cumulative voting occurred is not certain.

My bigger concern is that, respectfully, JeanneH3 does not understand (yet) the applied math here and how it translates to a good likelihood that cumulative voting did not occur. If cumulative voting had occurred, I would argue a very lopsided vote, among the three winners, would be more likely. A lopsided vote among the three winners did not happen.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By ElleN on 11/02/2023 3:18 PM
For the record: I do not consider the numbers JeanneH3 to be completely meaningless. They suggest to me that non-cumulative voting is highly likely to have occurred. But again (and also agreeing with Kerry for the most part), that non-cumulative voting occurred is not certain.

My bigger concern is that, respectfully, JeanneH3 does not understand (yet) the applied math here and how it translates to a good likelihood that cumulative voting did not occur. If cumulative voting had occurred, I would argue a very lopsided vote, among the three winners, would be more likely. A lopsided vote among the three winners did not happen.

I have to be able to explain this, cogently, to a group of owners who are very uninformed as to how HOA elections, and HOA matters in general, are done. We are dealing with a board that is engaging in some very underhanded ways, violating state laws, to stay in power. We have put forth a very good slate of four candidates to challenge the four board incumbents in an imminent election and spent $130 doing a mailing to every owner (after a fight with the PMC to get those addresses as required by state law) that contained a cover letter, our platform, candidate bios and photos and a proxy form. This had never been done before. We have a significant number of proxies and a good chance to take over the board and they know it. At this stage, nothing they do would surprise me, including manipulating the voting by exploiting owners' ignorance. This is a board and PMC that "complied" with state law by giving us a mailing list of bogus addresses that the postmaster confirmed would have resulted in 115 returned pieces of mail, which would have delayed our efforts to campaign to all owners by 3 weeks since it takes 2 weeks for returned mail to be delivered back to the sender. This is the board and PMC that mailed out notices of the annual meeting in 2022 that specifically stated twice that the election for the board would occur AFTER the annual meeting. It was held during the annual meeting with the president holding all the proxies (valid only through the meeting, not after) and using them to vote himself and his two board cronies back on the board. This forum has strongly advised against lawsuits against the association and instead encouraged putting the work into taking over the board. We are doing that but the level of dirty dealing and willingness to openly defy state laws by the current board tells me that we need to be prepared for any and all shenanigans they may try.

So, to reiterate.....if there are 30 owners in attendance at the annual meeting and another 20 represented by proxy yielding a total of 50 owners represented, the total number of votes any one candidate can receive is 50. To NOT be cumulative voting, whoever is officiating the voting needs to remind owners that they have 4 votes to cast for 4 positions on the board and no more than one vote per candidate can be cast. If that is not made clear to the eligible voters, the potential exists for votes to be used cumulatively for one, two or three candidates. If there are 50 owners X 4 votes, there is a total of no more than 200 votes combined cast among the 8 candidates.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM
I have to be able to explain this, cogently, to a group of owners who are very uninformed as to how HOA elections, and HOA matters in general, are done.
I hear you. I hear you as well about the board using unlawful or possibly unlawful tactics. Particularly where a board is not running elections lawfully, AFAIC sometimes an attorney is warranted.

Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM
So, to reiterate.....if there are 30 owners in attendance at the annual meeting and another 20 represented by proxy yielding a total of 50 owners represented, the total number of votes any one candidate can receive is 50.
Not quite. For non-cumulative voting, the most votes any one candidate could receive is 50.

Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM
To NOT be cumulative voting, whoever is officiating the voting needs to remind owners that they have 4 votes to cast for 4 positions on the board and no more than one vote per candidate can be cast.
The instructions for the ballots should say as much.

Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM
If that is not made clear to the eligible voters, the potential exists for votes to be used cumulatively for one, two or three candidates.
If the actual physical layout and writing on the ballots allows for this possibility, then whoever prepared the ballots did a terrible job. Hence: Are you sure the ballots' layout allows for this? I am just trying to picture how a single owner with a single ballot (having all candidates' names on it, plus maybe a write-in option) could put his/her four votes (for four open board seats) towards a single candidate.

Also if there is an "elections inspector," he/she should probably throw out any ballot that indicates a unit or lot is casting more than one vote for a candidate. The ballot is "spoiled," "spoiled" being the term city/county/state officials use to disqualify a ballot.

Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM
If there are 50 owners X 4 votes, there is a total of no more than 200 votes combined cast among the 8 candidates.
Correct, there is a maximum of 200 votes combined cast among the eight candidates. Remember that some folks may, say, like only one candidate, and so vote for only one candidate (with one vote for the candidate per lot/unit, for non-cumulative voting).

I trust you have checked NC law on the subject of reviewing ballots (a record of the HOA) post-election.
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By JeanneH3 on 11/03/2023 6:50 AM


My bigger concern is that, respectfully, JeanneH3 does not understand (yet) the applied math here and how it translates to a good likelihood that cumulative voting did not occur. If cumulative voting had occurred, I would argue a very lopsided vote, among the three winners, would be more likely. A lopsided vote among the three winners did not happen.


I have to be able to explain this, cogently, to a group of owners who are very uninformed as to how HOA elections, and HOA matters in general, are done. We are dealing with a board that is engaging in some very underhanded ways, violating state laws, to stay in power. We have put forth a very good slate of four candidates to challenge the four board incumbents in an imminent election and spent $130 doing a mailing to every owner (after a fight with the PMC to get those addresses as required by state law) that contained a cover letter, our platform, candidate bios and photos and a proxy form. This had never been done before. We have a significant number of proxies and a good chance to take over the board and they know it. At this stage, nothing they do would surprise me, including manipulating the voting by exploiting owners' ignorance. This is a board and PMC that "complied" with state law by giving us a mailing list of bogus addresses that the postmaster confirmed would have resulted in 115 returned pieces of mail, which would have delayed our efforts to campaign to all owners by 3 weeks since it takes 2 weeks for returned mail to be delivered back to the sender. This is the board and PMC that mailed out notices of the annual meeting in 2022 that specifically stated twice that the election for the board would occur AFTER the annual meeting. It was held during the annual meeting with the president holding all the proxies (valid only through the meeting, not after) and using them to vote himself and his two board cronies back on the board. This forum has strongly advised against lawsuits against the association and instead encouraged putting the work into taking over the board. We are doing that but the level of dirty dealing and willingness to openly defy state laws by the current board tells me that we need to be prepared for any and all shenanigans they may try.

So, to reiterate.....if there are 30 owners in attendance at the annual meeting and another 20 represented by proxy yielding a total of 50 owners represented, the total number of votes any one candidate can receive is 50. To NOT be cumulative voting, whoever is officiating the voting needs to remind owners that they have 4 votes to cast for 4 positions on the board and no more than one vote per candidate can be cast. If that is not made clear to the eligible voters, the potential exists for votes to be used cumulatively for one, two or three candidates. If there are 50 owners X 4 votes, there is a total of no more than 200 votes combined cast among the 8 candidates.

Jeanne, when we moved here, the same board leadership stayed in power by never holding legal elections. They sent out proxies with instructions to sign and send them back to the chairman to fill out! They never sent ballots, let alone secret ballots as our docs require. One year, the chairman/president moved to adjourn the annual member meeting without even an acclamation vote until a member piped up. It would have continued this way if I hadn't taken them to small claims court. Now we have election rules and legal elections. Although the assessment election we are having now will test the quality of our rules. I haven't read all these posts nor am I familiar with NC rules, but in California, almost all HOA laws can be enforced in small claims court. I would also check your corporations code. If your slate loses, I would take every single violation to small claims court if your laws allow it. A crooked board finds a way to stay in power, especially if they have a crooked lawyer. They probably have no respect for the membership. Some people say don't sue but think of the money your association will save by fighting to have a good board in place.
KerryL1 (California)
Posts: 14,550
Posted:
I recall your previous postings about how awful your current Board is and its tendency to ignore your document and state statute. Big-time kudos for working with other owners to get rid of your rogue board. I know form experience that campaigning, going house to house, sending out mailers, driving hopping off flyers can be very time consuming and is har work. I hope it pays off for you & your fellow owners!

You need to find more info about voting in your type of NC HOA. My own bylaws, for instance, don't say that no invalid ballots may be counted, but we have "Election Rules," required in CA, that do say that. And so so does state statute. Somewhere your statutes also say that.

In other words, the vote tabulators must throw out any ballot that has more than one vote for a candidate, or more than the total number allowed (4). If someone votes for 5 candidates that ballot is invalid. In CA, once the tabulation is complete the head inspector of election announces the total to the assembly of owners. They must announce the total of invalid ballots, too. In our recent election, the head Inspector announced that 3 ballots were not valid. The number each candidate received must be included in the announcement.

What DO the voting instructions on the ballot and/or its cover letter say? Please cite exactly.

But..... WHO is tabulating the votes? In many states, owners may observe the tabulators counting the votes. Also In your HOA or NC?

In my opinion, if you/a member of your group wishes to, an owner at the election meeting of the members (owners) should simply raise their hand to be recognized and announce as a "reminder" that ONLY ONE vote per candidate is permitted up to a total of no more than 4 votes. This assumes many will vote AT the meeting. That is ALL the person should say.

Having served for years where we sometimes had cumulative voting and sometimes not, the very word causes confusion. The years we've done cumulative voting have been a mess of inspectors to tabulate. Many ballots have been invalid. DO NOT USE that word. DO NOT try to define it. If anyone asks, simply state we do not do cumulative voting because our state doesn't' allow it
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By ElleN on 11/03/2023 7:10 AM

I trust you have checked NC law on the subject of reviewing ballots (a record of the HOA) post-election.

North Carolina has no such provision in state statutes for reviewing ballots post-election. Neither does our by-laws. I searched Google using different phrases/words and found nothing. Searched my favorite HOA Law firm blogs and there is very little. Even searched the NC Bar Association's publication "Common Interest Communities, 2nd Edition"....nothing about owner access to review ballots.

What is happening now is that the PMC has begun emailing owners on the proxies we submitted to the PMC and Secretary asking owners to validate that they did indeed sign over their proxy to us. There is nothing in NC law or our bylaws that mentions or requires this validation. NC has very loose laws regarding proxies. As attorney Michael Hunter noted in his blog, even proxies written on a napkin are valid. Emailed photo of the signed proxy is valid. What the PMC is implying in their email to owners is that because we did not use the proxy form sent by them and it's slightly different, they are asking owners to validate the proxy submitted in their name. Of course, our proxy form is different...instead of the president's name being the default proxy holder in the event a person is not named, we substituted my husband's name. And the date for return was earlier so we could make sure to have time to deliver them to the PMC. Oldtimer owners do not recall any such validation of their submitted proxies when the president held all the proxies and used them to vote for himself and cronies.

What makes this problematic is that the owners are being contacted by email. We know for a fact that the email addresses are not up to date and most of the owners we contacted were done by telephone after painstakingly searching for valid phone numbers. Every bit of our annual meeting is being done virtually, even the voting. Gov. Cooper signed a new law in September 2021 regarding virtual annual meetings and several HOA law firms have issued legal advice noting that if the board chooses to have the annual members' meeting done entirely virtually, they have to take the initiative to confirm/acquire email addresses from owners for the specific purpose of transacting business during a meeting. These law firms offer their clients an Email Disclosure Form that would have been added to the Notice of Meeting packet and returned with proxy and nomination forms. Our board did no such form and when we pointed out this failure, the PMC emailed all owners asking them to correct any erroneous email addresses using the owner HOA portal. I can't make this stuff up. When the meeting notice instructions state very clearly that invitations to the Google Meet will be sent by email, but neither the board or PMC has done due diligence to make sure all email addresses are correct, it would appear to disenfranchise less tech savvy owners.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By KerryL1 on 11/03/2023 10:45 AM
I recall your previous postings about how awful your current Board is and its tendency to ignore your document and state statute. Big-time kudos for working with other owners to get rid of your rogue board. I know form experience that campaigning, going house to house, sending out mailers, driving hopping off flyers can be very time consuming and is har work. I hope it pays off for you & your fellow owners!

You need to find more info about voting in your type of NC HOA. My own bylaws, for instance, don't say that no invalid ballots may be counted, but we have "Election Rules," required in CA, that do say that. And so so does state statute. Somewhere your statutes also say that.

In other words, the vote tabulators must throw out any ballot that has more than one vote for a candidate, or more than the total number allowed (4). If someone votes for 5 candidates that ballot is invalid. In CA, once the tabulation is complete the head inspector of election announces the total to the assembly of owners. They must announce the total of invalid ballots, too. In our recent election, the head Inspector announced that 3 ballots were not valid. The number each candidate received must be included in the announcement.

What DO the voting instructions on the ballot and/or its cover letter say? Please cite exactly.

But..... WHO is tabulating the votes? In many states, owners may observe the tabulators counting the votes. Also In your HOA or NC?

In my opinion, if you/a member of your group wishes to, an owner at the election meeting of the members (owners) should simply raise their hand to be recognized and announce as a "reminder" that ONLY ONE vote per candidate is permitted up to a total of no more than 4 votes. This assumes many will vote AT the meeting. That is ALL the person should say.

Having served for years where we sometimes had cumulative voting and sometimes not, the very word causes confusion. The years we've done cumulative voting have been a mess of inspectors to tabulate. Many ballots have been invalid. DO NOT USE that word. DO NOT try to define it. If anyone asks, simply state we do not do cumulative voting because our state doesn't' allow it

Very good questions. The process of how votes are tabulated and by whom is secretive. Our PMC uses InfoHOA.com in ways we don't yet quite understand and I know they offer voting services. NC law says nothing about tellers or vote tabulators. CAI does offer a webinar on virtual meetings which does include 3 independent tabulators as validating election results but none of us could tell you who those tabulators were last year or who is doing it this year.

I cannot give you the voting instructions on the ballot because the voting will happen in the annual meeting, virtually, and last year those in attendance were given a link to click to commence voting. The cover letter voting instructions simply refer to access to the virtual meeting (Google Meet) will be sent by email several days before the annual meeting. We are dealing with a board and PMC that stated, twice, in the annual meeting notice last year that board election was to be held AFTER the meeting by write in ballot as had been done in the prior two years. It was done DURING the meeting (surprise!)electronically.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By TerriS6 on 11/03/2023 7:46 AM

Jeanne, when we moved here, the same board leadership stayed in power by never holding legal elections. They sent out proxies with instructions to sign and send them back to the chairman to fill out! They never sent ballots, let alone secret ballots as our docs require. One year, the chairman/president moved to adjourn the annual member meeting without even an acclamation vote until a member piped up. It would have continued this way if I hadn't taken them to small claims court. Now we have election rules and legal elections. Although the assessment election we are having now will test the quality of our rules. I haven't read all these posts nor am I familiar with NC rules, but in California, almost all HOA laws can be enforced in small claims court. I would also check your corporations code. If your slate loses, I would take every single violation to small claims court if your laws allow it. A crooked board finds a way to stay in power, especially if they have a crooked lawyer. They probably have no respect for the membership. Some people say don't sue but think of the money your association will save by fighting to have a good board in place.

We do not have the ability to enforce HOA laws in Small Claims Court at this time. We are active in working with our state representatives to amend state laws to give more power to owners but this is an excruciatingly slow process often thwarted by CAI's NC legislative action division.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By KerryL1 on 11/03/2023 10:45 AM

What DO the voting instructions on the ballot and/or its cover letter say? Please cite exactly.


The 2022 Notice of Annual Meeting (see below) states that each unit has ONE vote. The board election vote totals for 117 units was 142 votes cast. If three votes per unit could be cast for three open board positions, there is nothing in the Notice that informs owners of that. The Board Nomination Form clearly states the election will occur following the meeting which is in contradiction to the Proxy Form and cover letter. The 2023 Nomination Form corrects this error.

This is the cover letter for the Notice of Annual Meeting 2022 (names redacted)

Please find enclosed the Annual Members’ Meeting package for the XXXXCondominium
Association to be held at 6:30 PM, Thursday, November 3, 2022, via Google Meet Video Conference.
(Please sign in at 6:15 PM)

A Google Meet invite will be sent via email, with instructions, prior to the meeting. Owners who wish
to join be phone will also receive instructions on how to do so with the invitation email.
The meeting package includes:
• Official Notice of Meeting
• Board of Directors Self-Nominating Form
• Proxy Form
• 2023 Budget
• Previous Annual Meeting Minutes
• Pre-addressed Return Envelope

The enclosed proxy is provided for you to appoint someone to vote in your absence, should you be
unable to attend the meeting. Option 1 on the proxy indicates John Doe, President of the Association,
as your proxy agent to vote on your behalf. Option 2 on the proxy has a blank line to write in the name
of the person you wish to vote on your behalf. Please check the appropriate box on the proxy form
(check only one box), sign, date, and indicate whether you will or will not attend the meeting; and
return it in the enclosed, pre-addressed envelope, or scan and email it to [email protected] as
soon as possible but no later than November 2, 2022. Please note that per NC State Statute, a quorum is
not required to ratify the Budget.
We request that you return your proxy as soon as possible – even if you plan to attend, but no later than
November 2, 2022. If you return your proxy and do attend the meeting, your proxy will be invalid. Each
Ocean Walk unit has one (1) vote at the Annual Members’ Meeting.

Included in the Notice of Annual Meeting 2022 was a self nominating form. Note the reference, twice, of the election being held FOLLOWING the meeting. The 2023 Self Nomination FOrm corrects this error by stating, "If you would like to nominate yourself or someone else for election to the Board of Directors, please make sure this Nomination Form is received by our office no later than the date listed above if you wish for t he nominee's name to be voted at the Annual Meeting."

SELF-NOMINATING FORM
The XXXX Condominium Association will have three (3) positions on the Board of
Directors up for election following the Annual Meeting on Thursday, November 3, 2022, any
adjournments thereof, and any substitute meeting if the Annual Meeting is cancelled.
If you are interested and willing to serve on the Board of Directors please complete the Self-
Nominating form and return it to Fake PMC. All members who return the Self-
Nominating form will be put on the ballot to be voted on following the Annual Meeting.
Nominations will also be taken from the floor at the Annual Meeting.

And this is shortened Proxy Form (names redacted). Note reference to election occurring during meeting in contradiction to Nomination FOrm:

Condominium Owners ASSOCIATION
PROXY
PART I: PROXY SOLICITED BY THE BOARD OF DIRECTORS
The undersigned hereby appoints John Doe, President, as Proxy Agent and Attorney-in-fact,
with power of substitution, to vote in the place and stead of the undersigned as a Member, at
the Annual Meeting of the Members of XXXXX Condominium Owners Association, to
be held via Google Meet Video Conference at 6:30 PM, on Thursday, November 3,
2022, any adjournments thereof, and any substitute meeting if the Annual meeting is
canceled, on the matter listed below and on such other matters as may properly come before said
meeting:

JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By KerryL1 on 11/03/2023 10:45 AM

What DO the voting instructions on the ballot and/or its cover letter say? Please cite exactly.


And to add to my prior post, this is the voting instructions on the mail-in ballot for 2021:

Election of Directors
You may vote for three (3) candidates by placing a check next to such candidates’ names.*
❑ John Doe ❑ Jane Dough
❑ Peter Piper ❑ Jack Nimble
❑ ___________________ ❑ ____________________
Write-In Write-In
*Your ballot will not be counted if you vote for more than three (3) candidates.

The above instructions are NOT contained in the 2022 voting instructions which instead indicated one vote per unit and no mention of ballots being voided if voting for more than 3 candidates.

At best, this debacle is illustrative of epic sloppiness and ineptness by the PMC.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By JeanneH3 on 11/06/2023 5:22 AM
this is the voting instructions on the mail-in ballot for 2021:

Election of Directors
You may vote for three (3) candidates by placing a check next to such candidates’ names.*
❑ John Doe ❑ Jane Dough
❑ Peter Piper ❑ Jack Nimble
❑ ___________________ ❑ ____________________
Write-In Write-In
*Your ballot will not be counted if you vote for more than three (3) candidates.

The above instructions are NOT contained in the 2022 voting instructions which instead indicated one vote per unit and no mention of ballots being voided if voting for more than 3 candidates.
Even without the instruction about when the ballot will not be counted, I do not see how cumulative voting could occur with this ballot.

Quote:
Posted By JeanneH3 on 11/06/2023 5:22 AM
At best, this debacle is illustrative of epic sloppiness and ineptness by the PMC.
Respectfully, I advise losing the hyperbole. In my opinion it has an effect opposite to what you are seeking. If anything is epic-ly sloppy here, perhaps it is the claim that cumulative voting could occur with such a ballot.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By ElleN on 11/06/2023 5:28 AM
Posted By JeanneH3 on 11/06/2023 5:22 AM
this is the voting instructions on the mail-in ballot for 2021:

Election of Directors
You may vote for three (3) candidates by placing a check next to such candidates’ names.*
❑ John Doe ❑ Jane Dough
❑ Peter Piper ❑ Jack Nimble
❑ ___________________ ❑ ____________________
Write-In Write-In
*Your ballot will not be counted if you vote for more than three (3) candidates.

The above instructions are NOT contained in the 2022 voting instructions which instead indicated one vote per unit and no mention of ballots being voided if voting for more than 3 candidates.
Even without the instruction about when the ballot will not be counted, I do not see how cumulative voting could occur with this ballot.

Quote:
Posted By JeanneH3 on 11/06/2023 5:22 AM
At best, this debacle is illustrative of epic sloppiness and ineptness by the PMC.
Respectfully, I advise losing the hyperbole. In my opinion it has an effect opposite to what you are seeking. If anything is epic-ly sloppy here, perhaps it is the claim that cumulative voting could occur with such a ballot.

ElleN, I don't believe you read the post with comprehension. The above ballot you cited is not an example of cumulative voting. It shows that, in 2021, there were specific directions given to owners on how to vote with an attending warning that ballots with more than 3 votes would be discarded as invalid. There were not such instructions and warning on the 2022 ballot which, instead, stated that each unit had one vote. This appears to be plurality vote defined as:

A plurality voting system is sometimes called a "First Past the Post" system. The winner is the candidate with the most votes, but not necessarily an absolute majority of the votes. A majority voting system requires a 50 percent plus one vote to win while a plurality voting system only requires the most votes. As an example, you have three candidates running for a director's position. One candidate receives 25 percent of the votes, a second candidate receives 35 percent of the votes, but the third candidate receives 40 percent. The third candidate is the winner in plurality system. (https://www.theledger.com/story/news/2006/02/18/what-exactly-does-a-plurality-vote-mean/25925574007/)

If the 2022 board election was indeed a plurality vote as evidenced by the instructions to limit one vote per unit, there are 117 units but 146 votes cast, this has the appearance of units casting more than one vote.

And I will continue to refer to the PMC as sloppy and inept considering that you have no idea how many examples there are of stupid and inept mistakes that cost us money or increased our liability. There is a very recent Google review of our PMC from a different HOA going into lengthy detail of the sloppy ineptness of the PMC that cost them 10s of thousands of dollars.
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JeanneH3 on 11/02/2023 9:48 AM
Posted By ElleN on 11/02/2023 9:24 AM
Posted By JeanneH3 on 11/02/2023 9:09 AM
in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present?
56 households total were voting, either in person or by proxy, correct? Each household can cast a vote for up to three candidates, with the restriction that aach household can cast a maximum of one vote per candidate (hence non-cumulative voting).

Total votes for candidates possible = 56 x 3 = 168 votes.

In last year's election, 48 +48 + 46 + (at most 9)+(at most 9) < = 160

The numbers do not indicate anything funny to me.


Yes, 56 units voted. What I'm reading on Wikipedia and law sites is that it s cumulative voting when the number of votes each unit is allowed to cast is equivalent to the number of open board positions. That defines cumulative voting. I've yet to read anything with restrictions limiting those votes to no more than one per candidate to specifically restrict stacking. I guess the questions are, was there a restriction stated prior to the election last year (I don't recall) and what happens if this year there is no stated restriction of one vote per candidate from each unit?

Getting up to speed on HOA issues is such a steep learning curve.

That is not cumulative voting.
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By ElleN on 11/02/2023 9:24 AM
Posted By JeanneH3 on 11/02/2023 9:09 AM
in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present?
56 households total were voting, either in person or by proxy, correct? Each household can cast a vote for up to three candidates, with the restriction that aach household can cast a maximum of one vote per candidate (hence non-cumulative voting).

Total votes for candidates possible = 56 x 3 = 168 votes.

In last year's election, 48 +48 + 46 + (at most 9)+(at most 9) < = 160

The numbers do not indicate anything funny to me.

Those numbers do not suggest cumulative voting. The only way you can identify that cumulative voting was definitely used is if at least one candidate has more votes than the number of people voting.

DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JeanneH3 on 11/02/2023 9:09 AM
I *just* realized what cumulative voting is. Our governing documents do not mention it at all, NC state law does not allow cumulative voting if the governing documents do not permit it. https://www.ncleg.gov/enactedlegislation/statutes/html/bysection/chapter_55/gs_55-7-28.html

We do not vote for officers, but rather membership to the BOD which then meets immediately after the annual meeting is adjourned and votes among themselves for officers. It appears to me that cumulative voting is being used, at least in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present? Am I right that this was a cumulative voting election?

The HOA is about to have another annual meeting with election to the BOD. There are eight candidates for four positions on the BOD. With a slate of candidates this large, how does an HOA vote for members to the board if cumulative voting is not done?


Some questions. How many members does your board have? How many of them are the bad ones? How many seats are up for election? How many candidates are on your own slate, and how many are the “bad” ones?

JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By DavidG45 on 11/07/2023 5:14 AM
Posted By JeanneH3 on 11/02/2023 9:09 AM
I *just* realized what cumulative voting is. Our governing documents do not mention it at all, NC state law does not allow cumulative voting if the governing documents do not permit it. https://www.ncleg.gov/enactedlegislation/statutes/html/bysection/chapter_55/gs_55-7-28.html

We do not vote for officers, but rather membership to the BOD which then meets immediately after the annual meeting is adjourned and votes among themselves for officers. It appears to me that cumulative voting is being used, at least in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present? Am I right that this was a cumulative voting election?

The HOA is about to have another annual meeting with election to the BOD. There are eight candidates for four positions on the BOD. With a slate of candidates this large, how does an HOA vote for members to the board if cumulative voting is not done?


Some questions. How many members does your board have? How many of them are the bad ones? How many seats are up for election? How many candidates are on your own slate, and how many are the “bad” ones?


7 board members; Per the few minutes released they vote unanimously on everything; Four seats up for election; Four "reform" candidates; Four board directors running for re-election for a total of eight candidates.

In 2022 there were three seats open for election; one reform candidate; three board officers running for re-election. The fifth candidate had no idea he was on the ballot as a candidate.
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By JeanneH3 on 11/08/2023 3:15 AM
Posted By DavidG45 on 11/07/2023 5:14 AM
Posted By JeanneH3 on 11/02/2023 9:09 AM
I *just* realized what cumulative voting is. Our governing documents do not mention it at all, NC state law does not allow cumulative voting if the governing documents do not permit it. https://www.ncleg.gov/enactedlegislation/statutes/html/bysection/chapter_55/gs_55-7-28.html

We do not vote for officers, but rather membership to the BOD which then meets immediately after the annual meeting is adjourned and votes among themselves for officers. It appears to me that cumulative voting is being used, at least in last year's election in which there were 5 candidates for 3 positions. There were 30 owners in attendance at the annual meeting and 26 proxies. Vote totals for the top three winners were 48, 48, 46 with the bottom two candidates getting single digit vote counts. HoOw does one get to cast vote totals of over 150 if there are 56 owners present? Am I right that this was a cumulative voting election?

The HOA is about to have another annual meeting with election to the BOD. There are eight candidates for four positions on the BOD. With a slate of candidates this large, how does an HOA vote for members to the board if cumulative voting is not done?


Some questions. How many members does your board have? How many of them are the bad ones? How many seats are up for election? How many candidates are on your own slate, and how many are the “bad” ones?



7 board members; Per the few minutes released they vote unanimously on everything; Four seats up for election; Four "reform" candidates; Four board directors running for re-election for a total of eight candidates.

In 2022 there were three seats open for election; one reform candidate; three board officers running for re-election. The fifth candidate had no idea he was on the ballot as a candidate.


In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.

Alternatively, you could encourage your supporters to cast all of their votes for two of your reform candidates in order to guarantee two seats. I think your key is to just get one or two on the board, where they can then force everything into the open.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By DavidG45 on 11/08/2023 4:44 AM
[four seats are up for grabs. Four reform candidates are running. Four incumbent 'bad guys' are running]
In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.
Mathematically I am not seeing this.

It's likely moot, as I doubt cumulative voting is either allowed or has been happening.
DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By ElleN on 11/08/2023 5:48 AM
Posted By DavidG45 on 11/08/2023 4:44 AM
[four seats are up for grabs. Four reform candidates are running. Four incumbent 'bad guys' are running]
In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.
Mathematically I am not seeing this.

It's likely moot, as I doubt cumulative voting is either allowed or has been happening.


Let's say there are 50 voters, and each casts four votes. Let's call the eight candidates I1, I2, I3, I4 (incumbents) and R1, R2, R3, R4. If the voters are evenly split between Incumbents and Reformers, in theory all eight candidates would receive 25 votes.

If supports of the Incumbents (lets call them I1, I2, I3, & I4) use cumulative voting and this causes more votes for I1 and I2 than I3 and I4, the results could be something like this:

I1 = 40
I2 = 23
I3 = 20
I4 = 17
R1 = 25
R2 = 25
R3 = 25
R4 = 25

Reformists win three seats!

Alternatively, the reformists could encourage their supporters to throw all of their votes to two specific candidates. This would result in:

I1 = 25
I2 = 25
I3 = 25
I4 = 25
R1 = 50
R2 = 50
R3 = 0
R4 = 0

Reformists win two seats.

IMO, cumulative voting is good for reformists and minorities, as it allows them to almost guarantee representation.

DavidG45 (Delaware)
Posts: 994
Posted:
Quote:
Posted By ElleN on 11/08/2023 5:48 AM
Posted By DavidG45 on 11/08/2023 4:44 AM
[four seats are up for grabs. Four reform candidates are running. Four incumbent 'bad guys' are running]
In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.
Mathematically I am not seeing this.

It's likely moot, as I doubt cumulative voting is either allowed or has been happening.

Agree it's likely moot. Nothing here indicates cumulative voting is happening.
ElleN (Idaho)
Posts: 4,420
Posted:
Quote:
Posted By DavidG45 on 11/08/2023 6:02 AM
Posted By ElleN on 11/08/2023 5:48 AM
Posted By DavidG45 on 11/08/2023 4:44 AM
[four seats are up for grabs. Four reform candidates are running. Four incumbent 'bad guys' are running]
In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.
Mathematically I am not seeing this.

It's likely moot, as I doubt cumulative voting is either allowed or has been happening.


Let's say there are 50 voters, and each casts four votes. Let's call the eight candidates I1, I2, I3, I4 (incumbents) and R1, R2, R3, R4. If the voters are evenly split between Incumbents and Reformers, in theory all eight candidates would receive 25 votes.

If supports of the Incumbents (lets call them I1, I2, I3, & I4) use cumulative voting and this causes more votes for I1 and I2 than I3 and I4, the results could be something like this:

I1 = 40
I2 = 23
I3 = 20
I4 = 17
R1 = 25
R2 = 25
R3 = 25
R4 = 25

Reformists win three seats!
They do, but only with a lot of assumptions. The biggest assumptions are that (1) enough voters who favor one or more incumbents would not spread their votes evenly over the four incumbents; and (2) voters who favor reformers would spread their votes evenly over the four reformers. In my opinion there's no 'almost guaranteeing that the reform candidates take three seats.' Happy to a agree to disagree.
JeanneH3 (North Carolina)
Posts: 158
Posted:
Quote:
Posted By ElleN on 11/08/2023 5:48 AM
Posted By DavidG45 on 11/08/2023 4:44 AM
[four seats are up for grabs. Four reform candidates are running. Four incumbent 'bad guys' are running]
In this case, I am not sure what your concern is regarding cumulative voting. If the existing board members ask their supporters to use cumulative voting it would be good for the reform candidates; almost guaranteeing three seats.
Mathematically I am not seeing this.

It's likely moot, as I doubt cumulative voting is either allowed or has been happening.

Cumulative voting is illegal in NC unless the bylaws specifically allow it and even then that may only apply to condominium associations older than 1990 (or close).

I've now seen how other condo associations near ours conduct their elections. No proxies, candidates' bios are included in the Annual Meeting Notice along with a paper ballot that can be emailed or mailed in by a certain date. It's simpler, fair, more elegant and eliminates a lot of the potential for fraud.
KerryL1 (California)
Posts: 14,550
Posted:
I noticed you informed us way above, Jeanne, that cumulative voting is not permitted in NC.

BUT, if your Bylaws permit proxies, then your HOA must allow them no matter what your neighbors do. If your Bylaws or state law doesn't' require bio, then your HOA does not have to send them

Look, we're not talking "best practices" here. We, or at least I, am trying to learn HOW your elections MUST be conducted per your Bylaws, may Articles of Incorporation & state codes.

I've lost track: When IS your 2023 annual meeting and election? Did owners receive ballots? Or are they only distributed AT the meeting?

Did you find out how vote counters or tabulators are legally selected in NC HOA or corporations code?

Because of all th non-useful verbiage in this thread, I think you should write new anew one giving us the facts as in your documents. Als the date of your annual meeting, all the writing about 2021 & 2022 confuses my overly-cluttered mind.

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