💬 Join us to post & get advice from 50,000 HOA & Condo leaders.

Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in

RobertW35 (Florida)
Posts: 48
Posted:
I live in a Florida 55+ Community with a Community controlled Board of Directors. Does Florida Statutes allow for "Directed" Proxy Voting? Where you give someone your voting proxy, because you can not attend a meeting, but also give them a directed way to vote. Therefore they must vote for what your wishes are !!! Thank you.
SheliaH (Indiana)
Posts: 6,964
Posted:
Why aren't you checking your documents first? That's always where you should start.

Google is also your friend - you can start with this article: https://beckerlawyers.com/hoa-and-condo-proxy-procedures-differ-news-press/ Note there's a state statute that addresses condos and another addressing HOAs. Florida posters will probably chime in on this as well - or you can use the search function on this website to look for old conversations on the subject - you might find your answer there.

All that said, it would appear you can use a direted proxy, so talk to your board on how these are used in your community. Be sure to read the proxy so you'll know exactly what you're directing your proxy to do. For example, in my community, proxies can be used to help establish a quorum so the annual meeting (and board elections) can be held or designate the person to vote on your behalf. If you don't name someone, the board president would vote on your behalf. If you want your proxy to vote a specific way, there should be a space on the proxy where you can designate that, otherwise the person will vote however he/she feels. Which is why you need to discuss this with your proxy so he or she will know what your expectations are.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
DeanJ
Posts: 1,786
Posted:
Directed proxy is not provided in Florida law and not common in HOA CC&Rs.

TimB4 (Tennessee)
Posts: 21,059
Posted:
Typically, laws only allow for proxies. They do not specify if the proxy has to be a general proxy or a directed proxy.

Personally, I prefer directed proxies.
It's as close to voting by mail as one can be without actually voting by mail.

We used directed proxies in my previous association and also use them in our current association.
JohnC73 (Massachusetts)
Posts: 344
Posted:
I had nearly a 3 year battle with our board and attorney(prostitute) over the use of directed proxy at our association in NH. I was constantly told that the board decides what type of proxy to distribute to the owners and if I didn't like it take them to court. I ended up working with a NH Rep and had the text of the Condo Voting law(RSA 356-B:39) clarified.

Here is the new law and our board never saw this coming. I worked with my state rep to make it clear that directed proxies are allowed and that they are the choice of the owner and not the board. And as a bonus I had them add the "proper notice" clause which stopped our practice of changing articles on voting day without all owners seeing the complete text of the article.

Many states have banned proxy voting and replaced with mail-in voting.

RSA 356-B:39
IV. (a) The votes appertaining to any unit may be cast in person at a properly noticed meeting of the unit owners' association or pursuant to a directed or undirected proxy or proxies duly executed by or on behalf of the unit owner, or, in cases where the unit owner is more than one person, by or on behalf of all such persons. The option of a directed or undirected proxy shall be the choice of the unit owner. In a condominium association of more than 20 units, proxies cast by any person shall not exceed 10 percent of the votes cast, provided that condominium bylaws that specify less than 10 percent of proxies cast shall apply. In a condominium association of less than 20 units, proxies cast by any person shall not represent a majority of the votes. The board of directors or the association secretary shall implement a process to ensure the integrity of all votes cast in person or by directed or undirected proxy in order to properly register the votes cast.

(b) The complete text of all voting articles must be included in the properly noticed meeting agenda. Voting on articles amended during a meeting must be deferred until the next properly noticed meeting. Proper notice must be delivered to all condominium owners in accordance with the provisions in RSA 356-B:37.
DeanJ
Posts: 1,786
Posted:
Cool, now explain how you know how your directed proxy was cast in a secret ballot election.
KerryL1 (California)
Posts: 14,550
Posted:
Wow, good work John!! I remember your problems with your Board's spring new 'article"on own AT the meeting instead of being noticed in advance.

I oin't recall the proxy issue. RE Deanoes NH permit secret mail in ballot? Are you sure some states have banned proxy voting in HOAs?

Our restated Bylaws don't permit proxy voting, but it's not a Cali state law.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By DeanJ on 12/04/2024 6:58 PM
Cool, now explain how you know how your directed proxy was cast in a secret ballot election.

Yes, the secret ballot is an unintended consequence of directed proxies. Obviously not a secret ballot if an owner has to sign his directed proxy which is essentially a ballot. To make it works, the NH RSA allows any owner to inspect all proxies.

Our association is a vacation condo and the only way for many to vote is via proxy and until the law changed the board only allowed general proxies which is legally surrendering your vote to another.

NH also allows mail-in vote without a meeting and I'm hoping our association starts to follow that RSA.

John
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 12/04/2024 7:18 PM
Wow, good work John!! I remember your problems with your Board's spring new 'article"on own AT the meeting instead of being noticed in advance.

I oin't recall the proxy issue. RE Deanoes NH permit secret mail in ballot? Are you sure some states have banned proxy voting in HOAs?

Our restated Bylaws don't permit proxy voting, but it's not a Cali state law.

Thanks, changing the law was actually pretty easy, but I went the legal route first and that cost me $6000 and didn't amount to much. On a whim I contacted the head of the NH Condo Law committee and they agreed to clarify the law.

I'm pretty sure Arizona completely banned voting by proxy voting and I found a couple of other states that banned or limited them as well. I actually attempted to compile a state by state list, but that was a challenge.

Here is the Arizona Condo Voting law. Proxies are banned after termination of declarant control.

C. Notwithstanding any provision in the condominium documents, after termination of the period of declarant control, votes allocated to a unit may not be cast pursuant to a proxy. The association shall provide for votes to be cast in person and by absentee ballot and, in addition, the association may provide for voting by some other form of delivery, including the use of e-mail and fax delivery. Notwithstanding section 10-3708 or the provisions of the condominium documents, any action taken at an annual, regular or special meeting of the members shall comply with all of the following if absentee ballots or ballots provided by some other form of delivery are used:

John
TerriS6 (California)
Posts: 3,284
Posted:
Quote:
Posted By KerryL1 on 12/04/2024 7:18 PM
Wow, good work John!! I remember your problems with your Board's spring new 'article"on own AT the meeting instead of being noticed in advance.

I oin't recall the proxy issue. RE Deanoes NH permit secret mail in ballot? Are you sure some states have banned proxy voting in HOAs?

Our restated Bylaws don't permit proxy voting, but it's not a Cali state law.

Proxies can't be used in lieu of a ballot. Civ code 5130(b)
KerryL1 (California)
Posts: 14,550
Posted:
Civ code 5130(b): Proxies can be used in CA HOAs if permitted by the bylaws.

Once secret mail-in ballots were approved for CA HOAs in 2006, no one in my HOA voted by proies anymore. There's no point.
TerriS6 (California)
Posts: 3,284
Posted:
But proxies can't be used in place of a ballot.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 12/05/2024 10:16 AM
Civ code 5130(b): Proxies can be used in CA HOAs if permitted by the bylaws.

Once secret mail-in ballots were approved for CA HOAs in 2006, no one in my HOA voted by proies anymore. There's no point.

This is my wish for NH! Proxies are problematic .
SheliaH (Indiana)
Posts: 6,964
Posted:
The more of these conversations I read about proxies, the more I become convinced that the only reason to use the things is to establish quorum for an annual meeting, and use regular ballots to vote. I don't know if they're just written badly and people don't understand them, don't(or refuse to) follow instructions. Then, there are the people who are named someone's proxy, but ignore what they want and vote another way. - or the people they're granting proxies to wind up doing their own thing with them (which is usually not what the proxy granter wanted). This shouldn't be rocket science, but might also explain how not paying attention to the details can get everyone in trouble.

I know some people have valid reasons for not attending the annual meetings, so why not have them turn in two documents - a proxy for establishing quorum and a ballot for electing board members. Place the ballot and proxy in different colored envelopes and mail them to a location where no one can access them until the day of the meeting. At least two people should go to that location or post office box to pick up the ballots, put them in some sort of bank bag, and then the bag is opened in front of everyone, followed by the proxy envelopes (their color should be different from the ballots) and counted by another group of people, followed by the ballots. within 72 hours after the meeting, yet another group of people will do the recount and proxy inspection to ensure only eligible homeowners voted. This sounds like a lot, but some communities may not have a choice if they keep running into confusion.

The reason I say they should be used for annual meetings is because we've seen several conversations where a rouge board stays on forever because no one attends the annual meeting to participate in the election or they misuse and abuse the proxies to remain in power. If quorum is established so the meeting can be held, hopefully enough people attend and know enough about the procedures in case they need to call out the board or vote/proxy counters on bad behavior. If those folks get blown off or ignored, they can tell others what happened. That can be the beginning of revolution and real change

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:
Ca Civ. 5139 b) "Proxies shall not be construed or used in lieu of a ballot. An association may use proxies if permitted or required by the bylaws of the association and if those proxies meet the requirements of this article, other laws, and the governing documents, but the association shall not be required to prepare or distribute proxies pursuant to this article."

It's oddly worded ,but my reading is HOA cannot send or distribute proxies instead of secret ballots, which to be mailed in or submitted in person.. In CA any ballots submitted to the persons/office identified by the inspectors of election counts toward quorum even if the ballot is blank.

Our quorum requirement once was 25%, which we always made because of mail -in secret ballots.

WE have about 200+ owners,, 25% live full-time elsewhere, i.e., are landlords. Another 10% or so live here part-time. Our recent election ofdirectors saw about 95 secret ballots. submitted.

In our '22 rewrite of our Bylaws we eliminated proxies, cumulative voting and quorum (except for recalls)

Intersting about AZ, John! I do note this may only apply to condo HOAs?
JohnC46 (South Carolina)
Posts: 14,265
Posted:
I love Proxies but they can be misunderstood, used improperly, and also used improperly by those that know how to use the.
KerryL1 (California)
Posts: 14,550
Posted:
Does SC permit mail-in or absentee balloting, JohnC?
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 12/05/2024 3:32 PM
Does SC permit mail-in or absentee balloting, JohnC?

Not sure, I didn't make it very far on my excel spreadsheet documenting the voting laws state by state. In NH there is an RSA for voting without a meeting, here it is. We used this RSA 5 times during the covid period and had the best voting turnout ever and each owner had 1 and only 1 vote.

356-B:39-a Voting Without a Meeting. –
Unless prohibited or limited by the declaration or bylaws, an association may conduct a vote without a meeting. In that event, the following requirements apply:
I. The association shall notify the unit owners, in the manner prescribed by RSA 356-B:37-a, that the vote will be taken by ballot and deliver a paper or electronic ballot to every unit owner entitled to vote on the matter.


Personally, I think there needs to be a separation of the annual meeting and the vote. Have a meeting to discuss articles and they have a mail-in(or electronic) vote following the meeting.

I see no reason other than perhaps to meet the quorum to allow a general proxy. IMO no owner should be allowed to vote more than once and a general proxy gives someone more than 1 vote. In our association the President once bragged about having 25 votes and the election committee lead bragged about having another 25 votes. These 2 controlled everything in the association. This is the reason I had such a battle over directed proxies, nobody wanted to give that power up. I won the battle, but my wallet took a hit.

John

KerryL1 (California)
Posts: 14,550
Posted:
Oh, I'm sorry JohnC of MS.. I meant proxy-lovin' JohnC of SC.
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By KerryL1 on 12/05/2024 6:12 PM
Oh, I'm sorry JohnC of MS.. I meant proxy-lovin' JohnC of SC.

yeah, I realized that after hitting enter.
DeanJ
Posts: 1,786
Posted:
Quote:
Posted By KerryL1 on 12/04/2024 7:18 PM
Wow, good work John!! I remember your problems with your Board's spring new 'article"on own AT the meeting instead of being noticed in advance.

I oin't recall the proxy issue. RE Deanoes NH permit secret mail in ballot? Are you sure some states have banned proxy voting in HOAs?

Our restated Bylaws don't permit proxy voting, but it's not a Cali state law.

Where did I say states banned proxy voting?
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Kerry

We have never sent out ballots. Anything to be voted on is done at the annual meeting either in person or via proxy. As we allow nominations at the meeting we do not know who is running for the BOD until then. If needed, our PM is prepared to make ballots out then and there.
KerryL1 (California)
Posts: 14,550
Posted:
Thanks JohnC of SC. My question was : Does SC permits absentee voting?
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By JohnC46 on 12/07/2024 12:09 PM
Kerry

We have never sent out ballots. Anything to be voted on is done at the annual meeting either in person or via proxy. As we allow nominations at the meeting we do not know who is running for the BOD until then. If needed, our PM is prepared to make ballots out then and there.

Questions

1) If the some board candidates are not declared until the meeting then how does an owner vote via directed proxy?

2) Why can't someone run as a write-in candidate and declare this long before the annual meeting so that owners voting directed proxy could vote for them? Why wait until the annual meeting?

Thanks
John
JeffT2 (Iowa)
Posts: 880
Posted:
The nonprofit law in most states allows incorporated condos and HOAs to vote by ballot without proxies, with some restrictions. Almost all of us here could be voting by ballot and skip the proxies completely.

The law typically says that any action which may be taken at any annual, regular, or special meeting of members may be taken without a meeting if the corporation delivers a written ballot to every member entitled to vote on the matter. So no meeting and no proxies. Just ballots. You can count the votes at a meeting if you want. The number of ballots voted has to equal or exceed the number for quorum, and there are other restrictions.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By KerryL1 on 12/07/2024 1:15 PM
Thanks JohnC of SC. My question was : Does SC permits absentee voting?

Via proxy.
KerryL1 (California)
Posts: 14,550
Posted:
Since CA now permits election voting in HOAs, I became curious about which other states do. And, nowadays, maybe half do So. & No Carolina do. They also SEEM to permit absentee voting.

I may be mistaken, but I. thin, JohnC of SC, that you've mentioned your HOA has trouble making quorum. Either of the above makes it very easy to vote.

What I've seen here a few times: If HOAs don't or may not permit electronic or absentee voting, one or more owners, often directors, run around and collect a lot of proxies thus assuring they're elected or elected. This way they gain or keep power. Ick.
KerryL1 (California)
Posts: 14,550
Posted:
....or reelected
JohnC46 (South Carolina)
Posts: 14,265
Posted:
The issue is not the voting mechanism, It is the apathy of owners.
KerryL1 (California)
Posts: 14,550
Posted:
Once our HOA went to absentee voting--if the voter desires-meeting quorum was easy. Forcing owners to attend an annual meeting seems outdated, especially in HOAs like mine with a lot of absentee owners.--25%.
KerryL1 (California)
Posts: 14,550
Posted:
Once our HOA went to absentee voting--if the voter desires-meeting quorum was easy. Forcing owners to attend an annual meeting seems outdated, especially in HOAs like mine with a lot of absentee owners.--25%.
KerryL1 (California)
Posts: 14,550
Posted:
Once our HOA went to absentee voting--if the voter desires-meeting quorum was easy. Forcing owners to attend an annual meeting seems outdated, especially in HOAs like mine with a lot of absentee owners.--25%.
SheliaH (Indiana)
Posts: 6,964
Posted:
I agree with John- it doesn't matter how the election is held. If people don't make the time to participate to see who it is they're voting for, they can't complain when something happens that they don't like. The annual meeting is once a year and in many communities, you're done in an hour or less - you mean to tell me out of 365 days a year, you can't show up for something that happens once a year?

That said, I prefer to see virtual attendance bring offered as as option in addition to live attendance, because sone people do have other obligations, such as caring for young children or they're home bound due to illness. Absentee owners, not so much, unless they left due to moving out of the area and have the house on the market. The rest chose to own a house and live elsewhere - if it didn't occur to you that you might need a way to keep up with community activities, I can't help you.

For everyone, owner-landlord or occupant - no one will ever care about your home more than you and homeownership isnt a spectator sport. If you care about what's going on in the neighborhood it sits in, you have to find a way to show up or at least send in the ballot for the election. How you find out more about the candidates is up to you (which is why I recommend meet the candidate events or posting their biographies on the community website).


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JohnC73 (Massachusetts)
Posts: 344
Posted:
Quote:
Posted By SheliaH on 12/08/2024 9:42 AM
I agree with John- it doesn't matter how the election is held. If people don't make the time to participate to see who it is they're voting for, they can't complain when something happens that they don't like. The annual meeting is once a year and in many communities, you're done in an hour or less - you mean to tell me out of 365 days a year, you can't show up for something that happens once a year?



Not all associations are alike. Our association is a vacation association on a lake, nobody is allowed to be a resident and once Sept and the annual meeting comes around many owners have left for the season. Many owners like myself have to drive 3 hours from my primary home to attend the annual meeting to vote on 4-5 articles. I make the drive, but I wouldn't call others not willing to make a 6 hour round trip apathetic.

John
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By JohnC73 on 12/07/2024 1:48 PM
Posted By JohnC46 on 12/07/2024 12:09 PM
Kerry

We have never sent out ballots. Anything to be voted on is done at the annual meeting either in person or via proxy. As we allow nominations at the meeting we do not know who is running for the BOD until then. If needed, our PM is prepared to make ballots out then and there.


Questions

1) If the some board candidates are not declared until the meeting then how does an owner vote via directed proxy?

They can use a directed proxy to vote for those that have announced they are running prior to the election but there cou11ld be additionanal folks running come election time.

2) Why can't someone run as a write-in candidate and declare this long before the annual meeting so that owners voting directed proxy could vote for them? Why wait until the annual meeting?

They can.

Thanks
John

SheliaH (Indiana)
Posts: 6,964
Posted:
Quote:
Posted By JohnC73 on 12/08/2024 4:00 PM
Posted By SheliaH on 12/08/2024 9:42 AM
I agree with John- it doesn't matter how the election is held. If people don't make the time to participate to see who it is they're voting for, they can't complain when something happens that they don't like. The annual meeting is once a year and in many communities, you're done in an hour or less - you mean to tell me out of 365 days a year, you can't show up for something that happens once a year?



Not all associations are alike. Our association is a vacation association on a lake, nobody is allowed to be a resident and once Sept and the annual meeting comes around many owners have left for the season. Many owners like myself have to drive 3 hours from my primary home to attend the annual meeting to vote on 4-5 articles. I make the drive, but I wouldn't call others not willing to make a 6 hour round trip apathetic.

John

So no one's suggested changing the date of the annual meeting when most people are there or trying the virtual option? Everyone knows how far they live from the community, so if they can't or don't want to make a long trip, it seems to me y'all would have come up with an alternative by now. Besides if most of the people are gone by the end of the season, what's the point of a directed proxy if few people are there to show up at the meeting to use them?

Don't overthink this - a proxy to establish quorum and a separate ballot would probably be best. More communities are starting to use electronic voting, so the board could do some research and homeowners could volunteer to test it to see if that would work.

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:
Quote:
Posted By JohnC73 on 12/07/2024 1:48 PM
Posted By JohnC46 on 12/07/2024 12:09 PM
Kerry

We have never sent out ballots. Anything to be voted on is done at the annual meeting either in person or via proxy. As we allow nominations at the meeting we do not know who is running for the BOD until then. If needed, our PM is prepared to make ballots out then and there.


Questions

1) If the some board candidates are not declared until the meeting then how does an owner vote via directed proxy?

2) Why can't someone run as a write-in candidate and declare this long before the annual meeting so that owners voting directed proxy could vote for them? Why wait until the annual meeting?

Thanks
John

John

1. As we accept nominations form the floor we do not know who is running until election time. Thus, a directed proxy could be a waste.

2. One can announce they will be running so one could send in a directed proxy naming them and hope those announced will run come nomination time at the Annual Meeting. We do allow self nomination and we have never seen a directed proxy. We have seen people announce they are running then not accept a nomination.

Granted our procedure favors those attending the Annual Meeting and those using a General Proxy. With the Notice and agenda of the Annual Meeting, sent out 30 days before, we include a General Proxy naming the BOD as the Proxy voter. It also states the proxy will be counted toward establishing a Quorum.

While I love proxies, I will be the first to admit they can be misused and/or not understood.

Some associations allow for nominations to close 30 to 45 days before the election. In this case, a directed proxy or ballot would work. Our Bylaws are clear the we must accept nominations from the floor prior to voting.
JohnC73 (Massachusetts)
Posts: 344
Posted:


So no one's suggested changing the date of the annual meeting when most people are there or trying the virtual option? Everyone knows how far they live from the community, so if they can't or don't want to make a long trip, it seems to me y'all would have come up with an alternative by now. Besides if most of the people are gone by the end of the season, what's the point of a directed proxy if few people are there to show up at the meeting to use them?

Don't overthink this - a proxy to establish quorum and a separate ballot would probably be best. More communities are starting to use electronic voting, so the board could do some research and homeowners could volunteer to test it to see if that would work.

<

Catch 22 with changing the date of the annual meeting. This Annual meeting date is in our bylaws and to change a bylaw now requires 304 YES votes. I say now requires 304 votes because up until years ago our association wasn't following the law and amended bylaws using 2/3 approval of votes cast and not 2/3 approval of all owners. Three years ago our association hired a new lawyer and he corrected our process to change a bylaw. In the past 20 years of in-person meetings we have only exceeded 304 voters 2 times, so changing a bylaw using this meeting format is very unlikely.

I agree or association has to change our election process to use electronic or some other alternative and we are now looking at that, but changing the process is a battle. The directed proxy law change that I sponsored also came with the "proper notice" requirement and this put an end to our association changing the voting articles during our annual meeting essentially while owners are in the voting booth.

Directed proxies will help a little, but not a lot. Owners could use this like a mail-in ballot and mail them to an owner that plans to attend the meeting. One issue with Directed proxies is the secret ballot issue. Anyone voting by directed proxy is not voting in secret

Personally I think voting on piece of scrap paper and passing around a hat to collect the scrap paper is a little backwards in 2024. This is essentially the process as our association.

Thanks
John

🎯 You've read this entire discussion

Join the conversation with 50,000 HOA & Condo Leaders:

  • ✓ Ask follow-up questions
  • ✓ Share your experience
  • ✓ Get expert advice
  • ✓ Access 350,000 discussions
Create Free Account →

⚡ Takes 30 seconds

Already a member? Log in here