Confirm authority
Your association should identify who may act for an owner, what documentation is needed, and who approves it. Confirm those requirements with your governing documents and advisers.
Proxy requirements
Discuss proxies before the election starts
If your association uses proxies, tell us how they must be appointed, checked, and counted. We need to review that process before confirming the election scope.
Agree on handling
Do not assume that assigning voting access completes a proxy appointment or revocation. Agree on how proxy records and participation will be checked alongside online voting before invitations go out.