Direction and decisions remain with the scheme.
Trustees and directors exercise the scheme's governance responsibilities, make decisions within their authority and obtain appropriate professional advice where required.
02 · Governance and administration
Administrationthat keeps trusteesinformed andin control.
PropAI organises scheme records and correspondence, keeps approvals and resolutions connected to the matters they concern, and records and coordinates the resulting administrative actions. Decision-making authority remains with the scheme.
What this service includes
Records, approvals and actions kept clear.
Clear administration makes it easier to see what was considered, what was approved and what needs to happen next. The exact scope, authority and any additional services are defined in the management agreement and the scheme’s approved instructions.
- 01
Scheme records and correspondence kept organised and easier to retrieve
- 02
Board and member approvals connected to the matters they concern
- 03
Resolutions and authorised instructions retained for later review
- 04
Approved administrative actions assigned and followed through
Clear responsibility
The board governs. PropAI manages the agreed administration.
The scheme keeps control of its decisions. PropAI takes responsibility for organising and coordinating the resulting administrative work within the agreed scope.
The administration around approved decisions is organised and coordinated.
PropAI organises the relevant information and records, coordinates the administration around authorised decisions and manages the resulting actions within the agreed scope.
Professional advice remains with the appointed specialist.
Specialist input supports the scheme where a matter requires expertise outside the managing-agent mandate.
Reviewable governance records
What an organised governance record should make clear.
Clear records make it easier to understand how a matter progressed, what was decided and what needs to happen next. They support judgement; they do not replace it.
- 01
Matter and context
The matter and its relevant scheme context are clearly recorded.
- 02
Responsible authority
The person or body authorised to make the decision is clear.
- 03
Recorded decision
The approval or resolution is retained with the relevant matter and supporting information.
- 04
Assigned action
The approved next step and the party responsible for it are recorded.
- 05
Record for future reference
The decision remains connected to the administrative work that resulted from it.