PUNE
P052 – PROGRAMME ON ESTATE &
ESTABLISHMENT MANAGEMENT
(NON-LIFE)
Programme
Overview:
Estate
has traditionally been a major area of concern for the Insurance Companies. It
looks after the purchase and maintenance of properties of the organization,
makes available the materials and equipment as and when required and provide
staff amenities to the employees. Transparency is the soul of its functioning as
the amounts involved are huge. A thorough knowledge of the procedures and legal
aspects will help the Officers to discharge their duties in an efficient manner.
Learning
Objectives:
At
the end of the programme the participants will be able to:
§
Get clarity
on procedures for purchase and maintenance of the properties.
§
Take
necessary steps with regard to legal aspects of estate management.
§
Arrange
required equipment and materials support to all offices under their
jurisdiction.
§
Plan and
ensure activities for maintenance of estates, equipment, and materials.
§
Provide
amenities and service benefits to the staff.
§
The learning
aspect to be highlighted through some case studies.
§
To know the
regulatory measures to be complied
Contents:
§
Legal
aspects and
procedures - purchase of property, hiring of property.
§
Inventory
control
§
Upkeep and
maintenance of property
§
Insurance of
property/equipment
§
Printing and
stationery: control, designing, technology, procedure of purchase
§
Budget -
capital, revenue
§
Environment
and landscaping
§
Regulatory
issues in Purchases & Salvage disposal (CVC guidelines, Transfer of property
Act, Public Premises Act etc.)
§
Preventive
audit and vigilance to avoid fraud.
§
e –
tendering,
§
Case Studies
Participants’
Profile: Officers dealing with
Estate and Establishment matters in Head Offices and Regional Offices of General
Insurance Companies.
Duration:
3
days
Dates:
12.08.2024 - 14.08.2024