Guide

Running a SACCO AGM election

Most disputed SACCO elections are lost on preparation, not on counting. This guide covers the eight weeks before the vote, what to record, and the failures we see most often.

The five failures that cause most disputes

  1. An unprovable register. You cannot demonstrate who was a member in good standing as at the qualifying date, or on what basis someone was excluded.
  2. Undocumented eligibility calls. A member is turned away at the branch and there is no record of who decided, or why.
  3. Nominations decided informally. Vetting happens over phone calls; when a rejected aspirant challenges it, there is nothing to produce.
  4. Notice you cannot evidence. Your by-laws require notice; you believe it went out, but you cannot show what was sent, to whom, and when.
  5. Results announced before reconciliation. A figure is read out, then corrected. The correction becomes the story regardless of which number was right.

Every one of these is a record-keeping problem. Fix them and the count usually takes care of itself.

Timeline

Eight weeks out to declaration

Adjust to your own by-laws — these are the dependencies, not statutory periods.

01

Week 8 — Fix the rules before anyone is interested

Confirm from your by-laws: which positions are up, the term, the qualifying date for membership, eligibility criteria for voters and for aspirants, the voting method for each position, and who the returning authority is. Get this in writing and approved before candidates emerge, so nobody can claim the rules were written to suit an outcome.

settlepositions · eligibility · method · returning officer
02

Week 7 — Clean the register

Reconcile your membership register against your books: dues status, dormant accounts, transfers between branches, deceased members, and duplicates. Freeze it at the qualifying date and keep a copy of the frozen version. This frozen register is the single most valuable document you will have if the election is challenged.

registerreconcile · freeze · retain a copy
03

Week 6 — Give notice, and keep the evidence

Issue notice of the election in the form your by-laws require. Keep the artefacts: the notice text, the distribution list, the send timestamps and delivery confirmations. If you notify by SMS, retain the delivery report.

noticedistribution list · delivery proof
04

Weeks 5–4 — Nominations

Open nominations with a published closing time. Require the documents your rules demand — clearance, good-standing declaration, identification. Record every submission with a timestamp.

nominationsopen · require documents · timestamp
05

Week 3 — Vet, and write down why

Apply your criteria to each aspirant and record the decision, the reason, and the official who made it. Communicate rejections in writing with the reason and any internal appeal route. Then publish the cleared list and freeze it.

vettingattributable decisions · written rejections · publish
06

Week 2 — Campaign period and logistics

Run the campaign window under your rules. Decide now how members without a suitable device will vote, and set up supervised stations at branches if needed. Test the whole flow end to end with real staff on real devices.

logisticsaccess plan · supervised stations · rehearse
07

Week 1 — Accredit observers

Invite observers — rival slates, a delegate from each branch, or an independent party — and credential them before polling day. An observer accredited on the morning of the vote adds little; one accredited a week earlier has watched your preparation.

observerscredential early
08

Polling day — Open, monitor, close, declare

Open the poll at the published time. Watch turnout by branch and prompt where it lags. Close at the published time, tally, reconcile ballots against the register, then declare. Resist announcing a figure before reconciliation is complete.

declarereconcile before declaring

Pre-election checklist

  • Positions, terms and the number of seats per position, confirmed against the by-laws.
  • The qualifying date, and the register frozen as at that date, retained.
  • Voter eligibility criteria, written down and applied uniformly.
  • Aspirant eligibility criteria, including any minimum membership period.
  • The voting method for each position, and how ties are broken.
  • Quorum requirements, and how you will evidence quorum was met.
  • Notice issued in the required form, with delivery evidence retained.
  • Nomination and vetting decisions recorded with reasons and named officials.
  • An access plan for members without a smartphone.
  • Observers credentialed before polling day.
  • A defined dispute window, and who hears disputes.
  • An agreed certification step and who signs it.

What to retain afterwards

Keep, as a single bundle: the frozen register, notice and delivery evidence, nomination submissions, vetting decisions with reasons, the sealed ballot definition, the ballot record, the tally, observer reports, disputes and their resolutions, and the signed certification. If a challenge arrives six months later, this bundle is your answer.

A note on scope

This is practical guidance, not legal advice. Your by-laws and the Co-operative Societies Act govern your election, and where you are SASRA-regulated you should confirm your process with your own advisers and with the regulator. PollGuard supplies the platform and the evidence trail; the organisation remains the returning authority.

Want this run on rails?

PollGuard records each of these stages as you go, so the bundle assembles itself.