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:
02.06.2025
- 04.06.2025