Introduction

The Community Association Board of Directors gave the Special Projects Committee the charge to review and recommend changes in the Community Association (CA) bylaws and CC&Rs.  There has been a lot of discussion and exchange of opinions on several of the sections of the bylaws.  Over the next three weeks we will send out three articles on:

1.      Quorum Requirements,

2.      Proxy Voting

3.      Counting Proxy Votes Toward Meeting Quorum Requirements

4.      Quorums and Proxy Voting in Sun City Texas

(Items 3 & 4 are combined in the last article.)

Steve Fought researched and wrote the articles.  Steve and John Winslow co authored an earlier article on cumulative voting.  We hope you find the articles interesting and informative.

Foreword on Quorums and Proxy Voting Written by Steve Fought

The purpose of these papers is to help us all make informed choices as we move ahead in the Sun City Governance transition process.  In each case we hope to provide a short background addressing why an issue might be important, what the logic might be that underpins the various views, and how other organizations such as ours have approached similar matters.  For instance, in the first piece (on Quorums), we describe why and how Quorums are used and the manner in which organizations such as ours have set them.  We attempt to be accurate, concise, and readable without sacrificing thoroughness.  Comments are encouraged and welcome.

 

Quorum Requirements

A QUORUM is the minimum number of members who must be present to conduct the business of the organization.  The most common quorum requirement, and the default in instances where a quorum is not specified, is 50% of the eligible voting members.  The Quorum requirement is usually specified in the By Laws.  Although the Quorum is the minimum number required to be present to conduct the business of the organization, it is fairly common for organizations to set higher levels of participation for particular types of decisions, and to allow certain types of business to be conducted without a quorum being present.[1]

By setting Quorum Requirements, organizations accomplish several goals. 

·    First, Quorums assure visibility on organizational decision making. 

·   Second, Quorums assure a base of support for organizational decisions -- at least numerically. 

·   Third, Quorums buffer against "radical" decisions that might otherwise be taken by minority, but active, members.

Because Quorums assure a numerical base of support, organizations sometimes increase the Quorum Requirements on controversial (and politically unpleasant) decisions such as levying assessments, increasing dues, or even making changes in By Laws -- thereby increasing the base of support along with the visibility on these more contentious issues.

As common and useful as Quorums are organizations sometimes have difficulty generating a Quorum for even annual meetings; yet the business of the organization must go on.  In these cases, organizations can opt to permit those members present to conduct the routine business of the organization subject to ratification of these decisions at the next meeting where a Quorum is present.

 

Another method for dealing with lack of attendance at governance meetings is to create an Executive Committee of the Governing Board.  The Executive Committee, which is usually comprised of the officers of the governing board and, if applicable, the (non-member) General Manager, is then empowered to implement policy decisions already agreed to and/or to make "operational" decisions that are beyond the purview of the General Manager.

 

Some organizations (such as Homeowners' Associations) set Quorum Requirements in the 20% or so range.  The logic supporting that approach is that these organizations habitually have a lower level of participation in governance, as reflected by voting patterns in general elections and attendance at membership meetings.  By setting lower Quorum Requirements, however, organizations run a risk that small numbers of voters can band together and achieve outcomes that could not be produced if higher requirements existed, and/or results counter to the views of the overall majority of members.

 

In setting Quorum Requirements, one of the most difficult tasks is to strike a balance between the needs of the organization for visibility and a base of support for decisions, and the actual practice of participation of the members at meetings where a Quorum requirement is set.  If the Quorum requirement is set too high, the business of the organization cannot be carried out, unless some sort of "work around" is created (as mentioned previously).  If the Quorum requirements are set too low, the membership can lose visibility into the decision making process, the organization is not assured of a base of support to its decision, and the whole process is more vulnerable to the actions of active, minority, participants who might otherwise not be able to gather support for their propositions under a higher Quorum requirement.

 

The main topic for our next newsletter will be Proxy Voting.  We value your input so please let us know your thoughts.


[1.]         For the purpose of this paper, we are going to assume that each member in the organization has a single vote and that all votes count the same -- that is, the paper does not address special categories of memberships, as might be the case in some corporations.   The legal review, however, would have to deal with this issue.