I thought it would be helpful to give you the historical context and outline the key issues that led to this becoming one of our top priorities during last fall’s planning session.
Why This Became a Priority
One of the main reasons for addressing our voting system is the overly complicated process we’ve used in the past. As you may know, our annual meeting requires a quorum of at least 20% of registered voting owners. Because many of our members do not live in Surf Pines year-round or are unable to attend in person, we have historically relied on proxies to meet this requirement. Unfortunately, this system has been taken advantage of twice in the last six years, prompting the need for change.
How the Current Proxy System Works
- Pre-Meeting Proxy Collection – Annual meeting notices are mailed with proxy forms for members unable to attend. A committee of members meets at the Gate House the day before the meeting to tally the proxies received by mail or Dropbox. This process typically takes several hours.
- Handling Assigned Proxies – Some members assign their proxy to another member or the Association Secretary. These are set aside and delivered to the designated recipients at the annual meeting.
- Morning-of Meeting Procedures – Our administrator brings the proxy tallies to the meeting, and CRC members check in attendees, distributing ballots for each owned property, plus any proxy-assigned votes. With 80 to 120 people attending, this process is chaotic.
- Election Timing – Voting must take place early in the meeting so the ballot counters have time to process the results. However, this means the counters miss a large portion of the meeting.
Key Issues with the Current System
- Proxy Solicitation & Manipulation – On two occasions, small groups have actively solicited proxies to push specific agendas, complicating the count and sometimes disenfranchising members who assigned their proxy without fully understanding the implications.
- Limited Candidate & Ballot Discussion – Because voting happens so early, members have little opportunity to hear from board candidates or discuss ballot measures before casting their votes.
- Resource Constraints – While eliminating proxies and extending the voting period beyond the annual meeting would improve fairness, our HOA lacks the resources to manage a secure system that supports both electronic and mail-in voting.
A Proven Alternative: The Inspectors of Election (TIE)
When we conducted the vote to adopt CC&Rs and our updated governing documents, we used a professional voting company, The Inspectors of Election (TIE), based in California. That vote was particularly challenging, requiring 75% approval from all property owners, but TIE handled it with professionalism and at a reasonable cost.
Given their extensive experience with HOA elections, I believe they should be our first point of contact for potential solutions. While it’s always beneficial to explore all options, I strongly recommended reaching out to Kurtis Peterson, the owner of TIE, as a starting point. You can visit their website at https://inspectorsofelection.com/.
Let me know if you have any questions or if you'd like to discuss this further. Thanks for your interest. Thanks T