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



  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: 04.09.2023-06.09.2023