HOA Proxy Votes: What Every Manager Needs to Know

All votes in your association are important, but you can’t always be there, that’s why HOA proxy votes matter. While voting is an important privilege and responsibility, and homeowners can influence the future of their neighborhoods, voting isn’t always convenient. A proxy vote can bridge the gap for a member who can’t physically attend a meeting to cast a vote for the absent member. Since there are pros and cons with proxies, HOA, and COA managers should become familiar with proxy voting. Here are five things managers need to know about HOA proxy votes.

What is an HOA proxy?

A proxy is a document that allows the owner of a unit or lot to appoint someone else (a proxy) to vote for them. Normally the proxy should be an owner, but it could be their partner or tenant in some cases. To be certain who can be nominated, check the community’s by-laws. Normally proxy forms include the date of the meeting so that the proxy can’t keep voting for them indefinitely.

HOA Proxy Votes & Quorum

Proxies are most often used to establish a quorum. Boards often rely upon the collection of proxies to fulfill the quorum requirement at the annual shareholders’ meeting. Another reason that an owner may appoint a proxy is if there isn’t the option to vote online. If allowed in your state, then offering online votes is a good idea especially since it seems like meetings will continue to be hybrid for a while.

Proxies and Bylaws

A proxy must be granted in the HOA or COA bylaws. States may differ on how the proxy can be used, but the bylaws must include proxy requirements and identify which type of proxies are permitted—general or limited. A general proxy allows the proxy holder to vote as they think is best. While a limited proxy holder means that they have to vote as you instructed them. If a proxy holder operates outside of the type of proxy granted in the HOA or COA bylaws then the board can nullify the vote.

So residents should be encouraged to check what type of proxy is allowed in their association. As a manager, you should let residents know what proxies are permitted. Otherwise, the homeowners association’s secretary can do that. The only situation that this might not be appropriate is if the resident is planning to vote against that person for re-election.

Election Timeline CTA 1

HOA Proxy Forms

HOA proxy votes are implemented through a legal document. So, there have to be some key elements in the document. A proxy form should note the time and date of the meeting. It should also include the names of candidates and lines for write-in votes. Then, the form should also state who is appointed as the member’s proxy, to vote on their behalf.

Confusion over Proxy

A proxy can be confusing or even misused. Sometimes homeowners return a completed proxy, thinking they have cast their vote properly. However, proxies are not ballots. It’s important that owners understand this, as confusion or misuse of proxy voting can result in the unintentional loss of a vote. Especially if your state doesn’t allow mail-in ballots.

This means that if the vote is sent in wrong, it’s often not counted. Only sometimes can it be sent back with an explanation of what was wrong so the resident can correct it. If possible, instructions should be crystal clear so that the resident doesn’t misuse his precious vote.

Improve Communication

To reduce confusion around votes, the manager should communicate the rules clearly with residents. You can do this during HOA meetings, or in the run up to HOA elections.

You can send out an email that states voting rules, and what to do if you want to give proxy to someone. This will improve understanding and transparency in your association.

https://youtu.be/zW2br8rfWgI

If you need help communicate with residents and board members, Neigbrs by Vinteum is an award-winning communication and management software for HOAs and Condos. Schedule your free demo to discover how we can improve your communication.

Misuse of Proxies

The final problem of HOA proxies is that they can be hijacked for political agenda. That means that a candidate for election can go round collecting people’s proxies so they can vote for themselves. Especially if they are general proxies, this can pose a huge problem as they can influence the outcome of the vote. As a property manager, you should check the record keeping on proxies to make sure that this doesn’t happen in any community that you manage. If the board is very secretive around their proxies, this is a massive red flag and should be looked into.

Conclusion: HOA Proxy Votes

If HOA proxy votes are common in the communities that you manage then you should make sure that residents are clear on the rules. By explaining them to residents, as well as emailing the rules and posting them on the HOA’s website and portal, this will reduce confusion. You should make the rules as transparent as possible to the board and residents. This should ensure that HOA proxies aren’t misused or confused with their ballots.

HOA Election Proxy Ballot Form

Frequently Asked Questions (FAQs)

What are the advantages of proxy voting in an HOA?

Proxy voting allows homeowners to have a voice and participate in HOA decisions even if they are unable to attend meetings. It ensures that their interests and concerns are represented during voting. It also helps to reach the meeting quorum, which is necessary in some cases for the vote to be considered valid.

Can homeowners attend meetings if they have appointed a proxy voter?

Homeowners who have appointed a proxy voter can still choose to attend meetings. However, if they are present at the meeting, their proxy votes may be invalidated, as they are then able to vote in person.

Where can I find more information about proxy voting in my HOA?

To obtain detailed information about proxy voting in your HOA, refer to your HOA's governing documents, such as the bylaws or the proxy voting policy. You can also reach out to the HOA board or property management company for clarification. If doubts persist, asking an attorney specialized in HOA law is the best option.

What happens if a proxy voter fails to attend the HOA meeting?

If a proxy voter designated by a homeowner fails to attend the HOA meeting, the homeowner's vote through proxy may not be counted. In such cases, the homeowner's vote will be considered absent unless they are present to vote in person.

Can board members or candidates be elected through proxy votes?

The election of board members or candidates through proxy votes is typically allowed in HOAs. Homeowners can designate a proxy to vote for the board members or candidates of their choice based on the instructions provided.

Can proxies vote on any issue in an HOA?

The authority granted to proxy voters can vary. Some HOAs may allow proxies to vote on all issues, while others may limit their voting power to specific matters, such as elections or budget approvals. Check your HOA's bylaws for specific guidelines.

Picture of Jonathan Doro
Jonathan Doro
Jonathan Doro was the Managing Director at Vinteum until 2021. Using his real estate and property management experience, he built Vinteum from its beginning. Jonathan used his experience of community management to offer Neigbrs by Vinteum HOA and Condo software to hundreds of community associations across the United States.

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9 Responses

  1. Most commonly proxies are used to vote at meetings. But what if you want to use a proxy to vote for a special meeting which can be called if 10% of the HOA membership votes to have a special meeting.
    In this case could a proxy be used? Or perhaps a formal vote is not required, just a emails approving it or a perhaps signatures on a petition?

  2. Last year a non-owner appeared at our Annual HOA and Election of officers meeting. He stated that he was running for the Board Of Directors and planned to purchase a home in our development within 6 months. He did not state that he had been soliciting Proxies from homeowners already. He supposedly won the election. How can a complete stranger, non-homeowner, no assessment paying person do this and get away with it. This was @18 months ago and he is still here causing turmoil. What should the homeowners do?

    1. Hi Eleanor,
      Thanks for your comment! An HOA attorney is better suited to answer your question.
      We sometimes host legal update webinars for HOA & Condos where participants can ask questions. You can sign-up here to get updates: https://bit.ly/3a2KwsF

  3. If someone is voting by proxy I understand that they have to sign the proxy form but do they have to sign the ballot?

    1. Hi Marianne,
      I recommend you check your HOA’s governing documents and ask the board or manager. If needed, you can also ask an HOA attorney.
      We often host virtual legal updates for HOA & Condos where participants can ask questions to the speakers. Check out our webinar page to find more information: https://vinteum.io/webinars/

  4. When a limited proxy is given for an HOA annual meeting, do those proxies along with the indications on how the proxy holder is asked to vote on issues, need to be given to the secretary for record keeping?

    1. Hi Jeanne,
      Thanks for your comment.
      I recommend you check your HOA’s governing documents and ask an HOA attorney.
      We host free virtual CE Classes and legal updates every month where participants can ask questions. In January we will host an Attorney Jamboree. Check out our webinar page to find more information and sign up: https://vinteum.io/webinars/

  5. I own in a condominium complex that maybe 1/4 of the owners live full time, the rest are rentals or second home. The COA usually has a proxy for voting. This year there was budget and an assessment. The budget had a proxy with an option to vote. The assessment had a proxy but no option to vote (just for quorum). They tell me they wanted people to attend in person to vote for the assessment because they may disapprove. They wanted them to have more information before they actually voted.
    Being most residents do not live in the area, is this a way the COA ensures a quorum will not be made so no vote will be taken?
    They tell me a proxy is a courtesy and not a right, they can require all owners to attend the meeting to vote. I just find it odd that they have always had a proxy to vote/ get quorum except for this current assessment. Quorum of over 50% was not made and everything passed with no vote.
    Thank you

    1. Hi Jim,
      Thanks for your comment! An HOA attorney is better suited to answer your question.
      We sometimes host legal update webinars for HOA & Condos where participants can ask questions. You can sign-up here to get updates: https://vinteum.io/webinars/

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