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RobertR1 (South Carolina)
Posts: 5,164
Posted:
I need to know definitively if a proxy vote can be used to approve the expenditure of funds (assessments).

Can you just assign your vote to something that is preannounced by letter to all owners. I believe you would have to vote the proxy yea or nay, but you can not allow the board to vote it for you?

Thanks a lot, the sooner the better.
RogerB (Colorado)
Posts: 5,067
Posted:
RobertR, the HOA docs with which I am familiar allow the Board to approve the expenditure of funds without approval of the homeowners. To allow homeowners to vote on something preannounced by a letter may have been an unusually large expenditure or a non-budgeted item. An owner can vote yea, nay, abstain, or if a proxy is provided they can assign whomever they want to vote for them (unless controlling docs do not allow proxies).
DonnaS (Tennessee)
Posts: 5,671
Posted:

Robert,

Proxy votes would not be used for expenditures of funds because that is not a vote on which the membership does the voting, at least in Florida. It is a Board function. Unless there is a special assessment which is greater than the State allowance or individual document restrictions then the membership votes but NOT by proxy vote. That would be a mail-in vote or dropped off at a meeting for counting if it was approved or denied. But I DO NOT know about the great State of South Carolina and it's restrictions on maximum allowances.
PaulM (Pennsylvania)
Posts: 1,347
Posted:
RobertR1: I believe you really need to review your state's requirements on the use of proxy votes themselves. If there is unclear or NO info on proxy votes, I would steer clear of it.

Since you are speaking about an approval of expenditures, you also would have to refer to your own docs to learn if there is a percentage increase of expense allowed without member vote, and whether the Board (only) has the authority to vote and pass?

IMO, any expenditures requiring a vote should not be voted by proxy. It is just as easy to mail out member ballots for their return or pickup/drop-off.

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