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
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
Key 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
Who Should Attend
Officers dealing with Estate and Establishment matters in Head Offices and Regional Offices of General Insurance Companies.
