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Election Compliance Resources

Free guides, checklists, and templates for compliance-focused organizations running member elections.

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PDF Guide

Election Operations Brief

A concise overview of what a compliant, full-service election looks like — from kickoff to certified results.

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Checklist

Online Election Checklist

A step-by-step checklist for running a compliant online election. Covers voter list, ballot config, notifications, monitoring, and certification.

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Checklist

Nomination Process Checklist

A step-by-step checklist for running an LMRDA-compliant nomination process — from 15-day advance notice to certified candidate list.

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Checklist

LMRDA Officer Election Compliance Checklist

A comprehensive 7-section checklist covering every LMRDA Title IV requirement — from pre-election planning and nominations through ballot counting, results certification, and post-election recordkeeping. Includes an electronic voting vendor evaluation section.

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Checklist

NCUA Credit Union Board Election Checklist

A complete compliance checklist for federal and state-chartered credit union board elections — covering NCUA Part 701 requirements, member notice, nomination process, voting procedures, and post-election regulatory filings.

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Checklist

ERISA Pension Fund Trustee Election Checklist

A 7-section checklist for multiemployer pension and Taft-Hartley fund trustee elections — covering ERISA § 404 fiduciary requirements, LMRA § 302 compliance, ERISA § 411 disqualification screening, participant communication, and 6-year recordkeeping obligations.

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Guide

Nomination Compliance Guide

A comprehensive guide to running a defensible nomination process for unions, credit unions, and associations — covering LMRDA advance notice, eligibility verification, nominating committee documentation, and candidate equal-opportunity requirements.

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Guide

Board-Defensible Election File

A complete guide to what documentation your board needs to defend an election challenge — and how Votem produces it automatically.

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Playbook

Incident Readiness Playbook

How to prepare for and respond to election challenges, DOL investigations, and member protests. Includes response templates and documentation checklists.

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Template

Online Voting Vendor RFP Template

A comprehensive 10-section RFP template for regulated organizations selecting an online voting vendor. Covers compliance requirements, security certifications (SOC 2 Type II), technical architecture, service delivery, voter accessibility, audit trails, vendor qualifications, and a weighted scoring rubric — ready to distribute to vendors.

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