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NatalieF1 (Virginia)
Posts: 40
Posted:
Since I noted the VA open meeting law at the last meeting to the Board and how working sessions need to be announced and open to the members, I received a notice for an upcoming work session. It states the date,time, location and purpose "for the hoa board of directors to conduct hoa business". It states that "since this is a working session we will not have an open forum discussion. Is this allowed and what exactly is considered a working session as opposed to a BOD meeting?
MelissaP1 (Alabama)
Posts: 13,836
Posted:
A working session is when the board discuss items amongst themselves to get on the same page so to speak. They are going to discuss the ends and outs of their possible decisions prior to a final one at the actual board meeting. Final decisions are made and put in official HOA notes and actions taken.

They do not need nor want membership feedback at a working session. They are working things out as it is their job. The general membership was to vote the board in to represent them as a whole. That is where your vote came in. Now they have to make things work. They are HOA members too.

Former HOA President
NatalieF1 (Virginia)
Posts: 40
Posted:
So they are just discussing business and not voting until the next meeting? VA state statues define meeting or meetings to be the formal gathering of the BOD where business of the association is discussed or transacted.
The regular BOD meetings only allow each homeowner to speak for three minutes at the beginning of the meeting and the rest of the meetings is for the BOD to conduct business and be observed by the homeowners in attendance. So this work session idea seems a bit like a meeting before a meeting but not allowing for the homeowner forum.
KerryL1 (California)
Posts: 14,550
Posted:
I doubt there any such animal as a "working session," Natalie. Is the phrase in your bylaws or in VA cope. code? I don't recall, are you on the Board, Natalie?

The notice says, "for the hoa board of directors to conduct hoa business"; that IS a meeting of the board, no matter what they call it. They will discuss, deliberate and vote. Check the previous replies on the Forum, I guess, to your previous questions. It just is a (fearful? dictatorial? sneaky? -fill in the blank) board's way to try to bypass the open meeting laws in their state.

Melissa is incorrect for many states. But apparently AL permits these meetings behind owners' backs.

Does VA require Open Forum in its open meeting legislation, Natalie? CA does require one per open meeting.
DouglasK1 (Florida)
Posts: 2,046
Posted:
If the VA law is anything like the Florida law, closed meetings are not allowed except for very specific circumstances:

A meeting of the board of directors of an association occurs whenever a quorum of the board gathers to conduct association business. Meetings of the board must be open to all members, except for meetings between the board and its attorney with respect to proposed or pending litigation where the contents of the discussion would otherwise be governed by the attorney-client privilege."

That said, I'm not sure that there is any avenue of enforcement shy of suing the board (or of course, voting them out).

Escaped former treasurer and director of a self managed association.
KerryL1 (California)
Posts: 14,550
Posted:
Our posts crossed, Natalie.

From your 2nd one: "The regular BOD meetings only allow each homeowner to speak for three minutes at the beginning of the meeting and the rest of the meetings is for the BOD to conduct business and be observed by the homeowners in attendance. So this work session idea seems a bit like a meeting before a meeting but not allowing for the homeowner forum."

There is no legal "meeting before a meeting" in VA according to Tim's cite of your statutes in your earlier post. They can call a meeting whatever they wish, but it must e open exeeecpt in very limited circumstance. Boards, at least in CA, can limit how long Owners can speak at open forum.

My question still is: are open forums required in VA for open meetings???
TimB4 (Tennessee)
Posts: 21,062
Posted:
Natalie,

In my opinion, that would be correct.

A working session is not a Board meeting.

Members have a right to speak at Board meetings.

A working session is to review the documents and discuss the agenda. It is not for formally making decisions (voting on an issue). Votes on issues are to take place in Board meetings.
DavidW5 (North Carolina)
Posts: 565
Posted:
Va. Property Owners Act:

55-510.1. Meetings of the board of directors.

A. All meetings of the board of directors, including any subcommittee or other committee thereof, shall be open to all members of record. The board of directors shall not use work sessions or other informal gatherings of the board of directors to circumvent the open meeting requirements of this section...

D. Subject to reasonable rules adopted by the board of directors, the board of directors shall provide a designated period of time during a meeting to allow members an opportunity to comment on any matter relating to the association. During a meeting at which the agenda is limited to specific topics or at a special meeting, the board of directors may limit the comments of members to the topics listed on the meeting agenda.

Dave
TimB4 (Tennessee)
Posts: 21,062
Posted:
Quote:
Posted By KerryL1 on 11/20/2014 1:26 PM

I doubt there any such animal as a "working session," Natalie. Is the phrase in your bylaws or in VA cope. code? I don't recall, are you on the Board, Natalie?

Kerry,

Working sessions are not mentioned in VA Statutes.
However, they are mentioned in chapter 2 of the Fairfax County Community Association Manual. Per that manual:

Some boards hold preliminary “working” sessions prior to the actual board meeting, particularly when there is substantial business to transact or when the issues to be addressed are complex or controversial. This gives board members an opportunity to discuss the agenda and time to obtain additional information to enable them to act efficiently on the matters in the upcoming meeting, but these too, must be open meeting

To show how others define it:

From Oregonlaws.org: A committee meeting held for the purpose of determining the contents of a measure to be reported to the desk. A work session is different from a public hearing: in a work session, no testimony is taken from the public, although the public may attend the hearing.

From Michigan Municipal League: Work sessions can be vehicles for addressing major issues more effectively. They can also provide opportunities for members to focus on long-term decisions rather than the day-to-day management issues that confront the city. Presumably they also make regular sessions more productive and shorter. Work sessions can also help members relate better to one another because of the greater informality of such sessions

From Roberts Rules of Order A meeting is actually a subset of a session, (for instance, the separate gatherings during an annual or biennial convention). The convention is a session, but its gatherings are meetings
TimB4 (Tennessee)
Posts: 21,062
Posted:
Natalie,

In my opinion, similar to Executive Sessions, minutes should be kept for working sessions.

Tim
KerryL1 (California)
Posts: 14,550
Posted:
Again, Natalie, your quote: ""for the hoa board of directors to conduct hoa business". "Conducting business" takes place with votes!! Dave's citation is very clear. And I'm glad to know that Open forum is required. Apparently your board feels that by calling their meeting a "working session," they don't need an open forum. But they are wrong.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Hoa business is not always done by votes. That finalizes the business but there is plenty other business not done by voting. Discussions are not voting. One needs to get together to discuss business before a vote is taken. That is what I would call a working session.


Former HOA President
KerryL1 (California)
Posts: 14,550
Posted:
So, Tim, re: Dave's citation (way below) below, the excerpt seems very clear to me. But are you saying it's not a state statute?

Va. Property Owners Act: "The board of directors shall not use work sessions ... to circumvent the open meeting requirements..."

Your Fairfax Co. citation, says the same thing: work sessions must be "open to members." I'm not sure how I'm misunderstanding you, but I seem to be.

Your other citations concern public entities and most HOAs are private. Robert's Rules is only used in most HOAs as a default resource when every other relevant document is silent, Robert's has no legal standing.

Here's Dave's citation again: 55-510.1. Meetings of the board of directors.
A. All meetings of the board of directors, including any subcommittee or other committee thereof, shall be open to all members of record. The board of directors shall not use work sessions or other informal gatherings of the board of directors to circumvent the open meeting requirements of this section...

VA has a different definition of working session in HOAs than you do, Melissa. So does CA. A quorum of our Board never meets for discussing HOA business unless the meeting is noticed and open to members (with th exception of very few ex. sees. topics). Sure our open meetings can sometimes be messy. The point is that all owners who attend can see and hear HOW we reach decisions (vote).

Conducting business is not doing tasks like changing light bulbs. I'm not sure what you mean about all of the business that's conducted outside of meetings. But, again, i don't know AL statutes on this topic.
TimB4 (Tennessee)
Posts: 21,062
Posted:
Kerry,

The Statute, § 55-510.1 is clear that work sessions will not be used to circumvent open meeting requirements.

The Statute does not prohibit work sessions.
The Statute does not require that a member be allowed to speak at work sessions

The Statute does require that if you do hold work sessions, that these are to be open to the membership and the membership is to be notified of them.

The Statute does require that members be given access to the materials the Board has access to (meeting package) at those work sessions.

In my opinion, because of the Statute requirements, it's silly to even have work sessions. However, for large Associations or those Associations with an active and vocal (i.e. everyone attends and everyone wants to speak at meetings) work sessions can be a valuable method to keep the meetings moving. Again, to me, it's just silly to have a work "session" where members are in attendance followed by a Board "meeting" where members are in attendance as it doesn't really seem to be a time saver.

Silly or not, Association may have work sessions (similar to executive sessions) providing that notice is given and members are allowed to attend.

I suspect, based on Natalie's posts, that her Association simply has some board members resistant to change, hence the work sessions vs. simply holding a meeting. In time, as those individuals become tired of resisting or are voted off the Board, her Association will no longer hold work sessions.
KerryL1 (California)
Posts: 14,550
Posted:
OK, I get it. Some meetings in VA can be called "work sessions" Members still may attend. But not speak. Thanks, Tim.
LarryB13 (Arizona)
Posts: 4,099
Posted:
Just to add another citation from another state with an open meeting law:

"Any quorum of the board of directors that meets informally to discuss association business, including workshops, shall comply with the open meeting and notice provisions of this section without regard to whether the board votes or takes any action on any matter at that informal meeting." Arizona Revised Statutes 33-1804(D)(4).

Does Virginia have any similar language in its statutes?
TimB4 (Tennessee)
Posts: 21,062
Posted:
Quote:
Posted By LarryB13 on 11/21/2014 1:15 AM
Just to add another citation from another state with an open meeting law:

"Any quorum of the board of directors that meets informally to discuss association business, including workshops, shall comply with the open meeting and notice provisions of this section without regard to whether the board votes or takes any action on any matter at that informal meeting." Arizona Revised Statutes 33-1804(D)(4).

Does Virginia have any similar language in its statutes?

Larry,

To my knowledge, similar language is not within VA statutes. I wish it was as your citation wraps up the issue nicely.
CfD (Virginia)
Posts: 265
Posted:
In my view work sessions are not to be used in Virginia to circumvent open meetings. If a quorum of a board is getting together to discuss anything, work on anything, vote on anything, it is defined as a meeting, period.
TimB4 (Tennessee)
Posts: 21,062
Posted:
Cf,

It certainly is a good question to ask an attorney.

OR

Make a written complaint to the Board about the refusal to allow members to speak at "work sessions"
Specify that, per VA § 55-509, "Meeting" or "meetings" means the formal gathering of the board of directors where the business of the association is discussed or transacted. Since business is being discussed, the working session is indeed a meeting and must comply with VA § 55-510.1.

Once you receive your response from the Board, expecting it's "a work session is informal gathering, therefore, not a formal meeting and § 55-510.1 is not applicable" submit a request for a review to the CIC Board via the CIC Ombudsman's office. Their site has the form you will need to file a complaint.

NOTE: you must first file a complaint with your Board and have them respond prior to taking the issue to the CIC Board.

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