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  • Cost Calculator
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  • Reserve Fund Calculator
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  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.
HOA Templates/HOA Executive Session Notice
All templates

HOA Executive Session Notice

Meetings

Notice to homeowners that the board will hold a closed executive session, including the permissible topics as required by law.

About this template

Executive sessions allow the board to discuss sensitive matters in private — typically litigation, personnel matters, delinquent homeowner accounts, or contract negotiations. Many state laws require boards to announce the executive session in advance and to disclose the general category of topics to be discussed, even though the discussion itself is confidential. This template provides the required disclosure language while protecting the privacy of the matters discussed.

What's included
  • Statement that the board will convene in executive session
  • Permissible topic categories (e.g., legal matters, delinquencies, personnel)
  • Citation to state law or CC&Rs authorizing executive session
  • Notice that minutes will be kept separately and remain confidential
  • Estimated time of executive session
  • Confirmation that no action may be taken in executive session
When to use this template

Include this notice with your board meeting agenda whenever you anticipate holding an executive session. California Civil Code, Florida Statute 720, and other state laws have specific requirements about topic disclosure.

Template preview
Replace all [BRACKETED] fields with your community's details
[COMMUNITY NAME] HOMEOWNERS ASSOCIATION
NOTICE OF EXECUTIVE SESSION

Date: [MEETING DATE]
Time: Immediately following adjournment of the open board meeting

Dear [COMMUNITY NAME] Homeowner,

Following the conclusion of the open Board of Directors meeting on [DATE], the Board will convene in Executive Session.

EXECUTIVE SESSION TOPICS
Pursuant to [STATE LAW CITATION] and [ARTICLE / SECTION] of the Bylaws, the Board will discuss one or more of the following permissible topics:

[ ] Legal matters and pending or threatened litigation
[ ] Matters involving a specific homeowner's assessment delinquency or compliance
[ ] Personnel matters
[ ] Contract negotiation — vendor: [VENDOR NAME or "not disclosed"]

Executive session is closed to homeowners. Minutes will be recorded separately and maintained as confidential records of the Association.

No final action will be taken during executive session. Any motion resulting from executive session discussion will be voted on in an open meeting.

Sincerely,
[BOARD SECRETARY NAME]
Board Secretary, [COMMUNITY NAME] HOA

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Tip

Include this notice with your board meeting agenda whenever you anticipate holding an executive session. California Civil Code, Florida Statute 720, and other state laws have specific requirements about topic disclosure.

Related templates

HOA Board Meeting NoticeHOA Special Meeting Notice

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This template provides general guidance only — not legal advice. HOA rules and document requirements vary by state and by your governing documents. Always consult an HOA attorney before using any document in a legal or enforcement context.