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The Co-op Management Onboarding Checklist: Same Buildings, Different Universe
A 19-point checklist for property management firms taking on a housing co-op client — the rulebook stack to collect in week one, the money handled the co-op way, the governance boundaries that keep the contract alive, and the four-step process discipline that protects the co-op and its members alike. Arrive speaking governance, not rentals.
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All 5 steps
- Collect the full rulebook stack in week one: by-laws, occupancy agreement, operating agreements, AGM minutes
- Set the vocabulary on day one — members, occupancy charges, Notice to Appear — the words are the competence signal
- Write the instruction matrix: what needs a members' vote, a board minute, or manager discretion
- Keep per-member ledgers current — in a co-op, the ledger is the whole evidentiary game
- Calendar the democracy: AGM, budget votes, by-law confirmations, and every filing window
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