Post on 28-Dec-2015
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PROMOTION POLICY FOR DEVELOPMENT OFFICER• PROMOTION FOR DEVELOPMENT
OFFICER GRADE I• TO THE CADRE OF SCALE-1 OFFICER• promotions of Development Officer
Grade I (including Development Officer Administration) Grade I to the cadre Scale-1 Officer (also known as Administrative Officer).
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Promotion - VacancyPromotion - Vacancy
Promotions shall be within the zones of Promotions shall be within the zones of promotion to be decided by the promotion to be decided by the Chairman-cum-Managing Director Chairman-cum-Managing Director and vacancies as determined on the and vacancies as determined on the basis of organization plans for the basis of organization plans for the year. year.
Declared on an annual basis. Declared on an annual basis.
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Promotion - AuthoritiesPromotion - Authorities
The Promoting Authority to be nominated by The Promoting Authority to be nominated by the Chairman-cum-Managing Director shall be the Chairman-cum-Managing Director shall be an officer not below the rank of Scale-VI an officer not below the rank of Scale-VI officer. officer.
The Promoting Authority shall in turn The Promoting Authority shall in turn constitute the Promotion Committee wherein constitute the Promotion Committee wherein an officer not below the rank of Scale-V an officer not below the rank of Scale-V should act as Chairman and two other officers should act as Chairman and two other officers not below the rank of Scale -IV, as Members.not below the rank of Scale -IV, as Members.
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PROBATION PERIODPROBATION PERIOD
►A Development Officer promoted to the A Development Officer promoted to the cadre of Scale-I Officer shall remain on cadre of Scale-I Officer shall remain on probation for a period of one year.probation for a period of one year.
►During the period of probation, he shall be During the period of probation, he shall be liable to be reverted to Development Officer liable to be reverted to Development Officer Grade I at any time.Grade I at any time.
►During the probation, the employee shall During the probation, the employee shall retain his lien on his lower post and the retain his lien on his lower post and the period shall count as permanent service for period shall count as permanent service for all purposes.all purposes.
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Promotion- QualificationsPromotion- Qualifications At least 3 years of service as Dev. Officer Grade I with At least 3 years of service as Dev. Officer Grade I with
Fellowship or MBA / MCA/ PG Diploma ( minimum Fellowship or MBA / MCA/ PG Diploma ( minimum two year duration) in Business Administration/ two year duration) in Business Administration/ Management/ Computer Application from a recognized Management/ Computer Application from a recognized University/ Institute with AICTE approval ORUniversity/ Institute with AICTE approval OR
At least 4 years of service as D.O Grade I with Associate At least 4 years of service as D.O Grade I with Associate ship examination of the I.I.I ORship examination of the I.I.I OR
At least 5 years of service as D.O Grade I with Iicentiate or At least 5 years of service as D.O Grade I with Iicentiate or a graduate from a recognized university, OR a graduate from a recognized university, OR
At least 8 years of service as D.O Grade I and must have At least 8 years of service as D.O Grade I and must have passed either the Development Officers’ examination of the passed either the Development Officers’ examination of the I.I.I or Matriculation. ORI.I.I or Matriculation. OR
At least 10 years of service as Development OfficerAt least 10 years of service as Development Officer GradeGrade I I
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Minimum Premium - Class Minimum Premium - Class wise wise
..TABLE
SPI SPI I I
Average SPIAverage SPI
Development Officers at:-Development Officers at:-Rs.Rs. Rs.Rs.
‘‘A’ Class CitiesA’ Class Cities 61.00 61.00 lacs lacs
54.90 lacs54.90 lacs
‘‘B’ Class CitiesB’ Class Cities 53.00 53.00 lacs lacs
47.70 lacs47.70 lacs
‘‘C’ Class CitiesC’ Class Cities 44.00 44.00 lacs lacs
39.60 lacs39.60 lacs
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Promotion- RELAXATION FOR SC/ST -SPI
• Premium Procuration: -• Preceding years/ preceding years
Average • ‘A’ Class Cities46.00 lacs 41.40 lacs• ‘B’ Class Cities40.00 lacs36.00 lacs• ‘C’ Class Cities33.00 lacs29.70 lacs
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Promotion - Rural business
The premium from rural sector not be less than the percentage of the total SPI in that year or the amount specified
in addition minimum number of lives insured under social sector indicated .
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Minimum Rural Sector BusinessMinimum Rural Sector Business
‘‘A’ Class Cities-5%-Rs. 3,05,000/-A’ Class Cities-5%-Rs. 3,05,000/-
No.of lives under social sector 500No.of lives under social sector 500 ‘‘B’ Class Cities-7.5%-Rs. 3,97,500/- B’ Class Cities-7.5%-Rs. 3,97,500/-
No.of lives under social sector 750No.of lives under social sector 750 ‘‘C’ Class Cities-10%-Rs. 4,40,000/- C’ Class Cities-10%-Rs. 4,40,000/-
No.of lives under social sector 1000No.of lives under social sector 1000
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Relaxation for SC/ST
RELAXATION FOR SC/ST A’ Class Cities-5%-Rs.2,30,000/- No.of lives
under social sector 375 ‘B’ Class Cities-7.5%-Rs. 3,00,000/- No.of
lives under social sector 500 ‘C’ Class Cities10%Rs. 3,30,000/- No.of lives
under social sector 750
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Transitional ProvisionTransitional Provision
TRANSITIONAL PROVISION FOR TRANSITIONAL PROVISION FOR AMENDMENTS IN PROMOTION POLICYAMENDMENTS IN PROMOTION POLICY
provision for Premium in Rural Sector and provision for Premium in Rural Sector and Number of Lives to be covered under Social Number of Lives to be covered under Social Sector shall be implemented in a phased Sector shall be implemented in a phased manner, under which a transitional manner, under which a transitional arrangement shall be followed for a period of arrangement shall be followed for a period of 3 years:3 years:
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Transitional ProvisionTransitional Provision
For promotions based on the For promotions based on the last performance year 2007-last performance year 2007-08, the provision 08, the provision shall not shall not applicable.applicable.
2008-09, the provision shall 2008-09, the provision shall be applicable in 50% measure.be applicable in 50% measure.
2009-10, the provision shall 2009-10, the provision shall be applicable in 100% be applicable in 100% measure.”measure.”
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Promotion - Marks• The Cost Ratio in the three years within
the stipulated limits • Marks for Development Officers Gr.I
other than Dev.Officers (Admin) • Max. Marks• (A) Qualification 20• (B) Service 20• (C) Performance Appraisal 40(based on preceding 3 years’ average) • (D) Interview 20• Total 100
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Qualification Marks(A) Qualifications: Max.Marks : 10(i) Academic: Non-Matriculate 0 Matriculate or equivalent exam 3 HSC/Intermediate 5 Graduate of recognized university 7 Post Graduate or Double Graduate 10
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Technical Qualifications - Marks
• Professional• (a) Licentiate of I.I.I. or one subject of Institute of
Actuaries 2• (b) Associate ship of I.I.I.I
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• (c ) Fellowship of I.I.I.I MBA / MCA/ PG Diploma (minimum two year duration) in Business Administration/ Management/ Computer Application 10
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Service Marks Service: Maximum Marks: 20 Marks For each completed year of services from
the date of placement as D.O Grade-I 1 marks
period of 6 months or more shall be treated as one completed year of service and
service below 6 months in the cadre will be ignored.
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Promotion- Marks on AppraisalPromotion- Marks on Appraisal
(C)(C) Performance Appraisal : Performance Appraisal : Max. Marks: 40 Max. Marks: 40 (divided into 4 parts of 10 marks (divided into 4 parts of 10 marks
each) each) MarksMarks
(a) (a) Volume of Scheduled Volume of Scheduled Premium Income Premium Income 1010
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SPISPI
..
Dev. Off Dev. Off posted posted in in
‘‘A’ Class City A’ Class City ‘‘B’ Class City B’ Class City ‘‘C’ Class City C’ Class City MarksMarks
PremiumPremium
Below Rs. 61 Below Rs. 61 lacslacs
Below Rs. 53 Below Rs. 53 lacs lacs
Below Rs.44 lacs Below Rs.44 lacs 00
Rs. 61-. 72 Rs. 61-. 72 lacslacs
Rs.53-.62 lacs Rs.53-.62 lacs Rs.44 -.52 lacs Rs.44 -.52 lacs 2.52.5
Rs. 72- 85 Rs. 72- 85 lacs lacs
Rs.62 -.73 lacs Rs.62 -.73 lacs Rs.52-61lacs -Rs.52-61lacs - 55
Rs. 85- 100 Rs. 85- 100 lacslacs
Rs.73 -.85 lacs Rs.73 -.85 lacs Rs.61-.70 lacs Rs.61-.70 lacs 7.57.5
Above Rs. 100 Above Rs. 100 lacslacs
Above Rs.85 Above Rs.85 lacs lacs
Above Rs.70 lacs Above Rs.70 lacs 1010
2020
Operating SurplusOperating Surplus (b) (b) Profitability of portfolioProfitability of portfolio : : Max. Marks: 10 Max. Marks: 10
Percentage of operating surplus to SPI / amount of Percentage of operating surplus to SPI / amount of operating surplusoperating surplus: : Max. Marks: 10Max. Marks: 10
i) Below 20%i) Below 20% 00
ii) 20% to 24%ii) 20% to 24% or between Rs. 10-12 lacs or between Rs. 10-12 lacs 2.52.5
iii) 24% to 27%iii) 24% to 27% or between Rs. 12 - 15 lacsor between Rs. 12 - 15 lacs 55
iv) 27% to 30%iv) 27% to 30% or between Rs. 15 - 18 lacsor between Rs. 15 - 18 lacs 7.57.5
v) 30% and above or Rs. 18 lacs and abovev) 30% and above or Rs. 18 lacs and above 1010
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Marks on Cost RaioMarks on Cost Raio( c ) Cost Margin :( c ) Cost Margin : Max Marks : 10Max Marks : 10(i.e. the percentage by which incurred cost (i.e. the percentage by which incurred cost ratio is less than the stipulated cost ratio)ratio is less than the stipulated cost ratio)i) Less than 1%i) Less than 1% 00ii) 1% margin and aboveii) 1% margin and above 2.52.5
iii) 2% margin and above iii) 2% margin and above 5 5 iv) 3% margin and aboveiv) 3% margin and above 7.5 7.5 v) 4% margin and abovev) 4% margin and above 10 10
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Marks on CR and InterviewMarks on CR and Interview
(d ) Confidential Report :(d ) Confidential Report : Max. Marks: 10 Max. Marks: 10
For assessment in respect of performance For assessment in respect of performance appraisal, the average of the three years appraisal, the average of the three years immediately preceding the year in which immediately preceding the year in which promotion is being considered shall be promotion is being considered shall be taken into account. The average will be taken into account. The average will be calculated by dividing the aggregate of the calculated by dividing the aggregate of the marks scored in each criterion in each of marks scored in each criterion in each of the relevant three years.the relevant three years.
(D) (D) Interview: Interview: - Max. Marks: 20- Max. Marks: 20
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Promotion - Selection MethodPromotion - Selection Method
A panel of Development Officers eligible to A panel of Development Officers eligible to be considered for promotion in terms of be considered for promotion in terms of eligibility criteria eligibility criteria
List prepared on the basis of total marks List prepared on the basis of total marks obtained for Seniority, qualifications and obtained for Seniority, qualifications and performance. Number of eligible employees performance. Number of eligible employees to be called for interview restricted to 5 times to be called for interview restricted to 5 times of the number of promotional vacancies. i.e of the number of promotional vacancies. i.e 1:51:5
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PROMOTION POLICY OF D.Os PROMOTION POLICY OF D.Os ADMIN.ADMIN.
Promotion of Development Officers Promotion of Development Officers (Administration) Grade I(Administration) Grade I: :
Promotion from the cadre of Development Promotion from the cadre of Development Officers (Administration) Grade I to Scale I Officers (Administration) Grade I to Scale I Officer shall be based on seniority, Officer shall be based on seniority, qualification, work record and interview qualification, work record and interview etc.. etc..
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Admin - MarksAdmin - Marks
..Srl. Srl. No.No.
CriteriaCriteria Maximum marksMaximum marks
11 Seniority Seniority 2525
22 QualificationQualification 3030
33 Work recordWork record 2525
44 Interview Interview 20 20
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Admin. Promotion- MarksAdmin. Promotion- Marks The accrual of marks under each of The accrual of marks under each of
these four criteria shall be as under;- these four criteria shall be as under;- a.a. SenioritySeniority: - 1 each for a year and : - 1 each for a year and
total total 25 25 Marks.Marks.
b.b. QualificationQualification:- Total Marks 30:- Total Marks 30
Educational Qualification Maximum Educational Qualification Maximum Marks Marks 1515
Maximum marks for technical Maximum marks for technical qualifications shall be qualifications shall be 1515
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QualificationQualification i)Licentiate of III or one subject of i)Licentiate of III or one subject of
Institute of Actuaries or Post Graduate Institute of Actuaries or Post Graduate Diploma (minimum one year) in Diploma (minimum one year) in Computer Applications / Business Computer Applications / Business Administration Administration 55
ii)Associate/Associate of Chartered ii)Associate/Associate of Chartered Insurance Institute or three subject of Insurance Institute or three subject of Institutes of Actuaries 10Institutes of Actuaries 10
iii)Fellowship or Master of Business iii)Fellowship or Master of Business Administration (MBA) or Post Graduation Administration (MBA) or Post Graduation Diploma (Minimum two year duration) in Diploma (Minimum two year duration) in Business Administration / PGDBM or MCA Business Administration / PGDBM or MCA from a recognized Universityfrom a recognized University 1515
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Work RecordWork Record
c. c. Work record: -Work record: - 25 Marks 25 MarksThe confidential report for the past The confidential report for the past
three years will be taken into three years will be taken into consideration and they shall be rated consideration and they shall be rated by the Promotion Committee as per by the Promotion Committee as per the scheme of rating the confidential the scheme of rating the confidential reports, and the average of the three reports, and the average of the three years ratings shall be taken years ratings shall be taken
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Interview/RankingInterview/Ranking d. d. Interview: - 20 MarksInterview: - 20 Marks Ranking List:Ranking List: The Promotion Committee shall The Promotion Committee shall
finalize the recommendations on the finalize the recommendations on the basis of marks and arrange the List in basis of marks and arrange the List in descending order of the marks descending order of the marks gained, separately for promotions gained, separately for promotions from the cadres of Development from the cadres of Development Officers (Admin) Grade I and Officers (Admin) Grade I and Development Officers (Mktg.) Grade I.Development Officers (Mktg.) Grade I.
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Promotion - SelectionPromotion - Selection
►The list so prepared shall include the The list so prepared shall include the number of candidates equal to the number of candidates equal to the number of vacancies declared for the number of vacancies declared for the purpose of promotion purpose of promotion
►The promotion shall take effect only The promotion shall take effect only after the Development Officer after the Development Officer concerned takes charge of the post in concerned takes charge of the post in Scale I Officer cadre.Scale I Officer cadre.
►Placement will be subject to availability Placement will be subject to availability of vacancy.of vacancy.
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TRANSFER AND TRANSFER AND MOBILITY POLICY - MOBILITY POLICY -
DEVELOPMENT DEVELOPMENT OFFICERSOFFICERS
Prepared By JKP
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TRANSFER AND MOBILITY POLICY TRANSFER AND MOBILITY POLICY FOR DEVELOPMENT OFFICERSFOR DEVELOPMENT OFFICERS
In order to meet the organizational In order to meet the organizational needs of the Company, the Board of needs of the Company, the Board of respective Companies framed the TMP respective Companies framed the TMP policy.policy.
This Policy may be called the Transfer and This Policy may be called the Transfer and Mobility Policy for Development Staff.Mobility Policy for Development Staff.
This Policy shall be applicable to all This Policy shall be applicable to all Development Officers.Development Officers.
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TMP – CUT OFF DATETMP – CUT OFF DATE
The Policy shall be implemented on a regular The Policy shall be implemented on a regular basis as an annual exercisebasis as an annual exercise
The cut off date for the purpose of eligibility The cut off date for the purpose of eligibility will be taken as 31st March of immediately will be taken as 31st March of immediately preceding year and the exercise will be preceding year and the exercise will be completed by the 30th September of the year . completed by the 30th September of the year .
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TMP- RegulationsTMP- Regulations
General Regulations:-General Regulations:- The employees who are due to retire within a The employees who are due to retire within a
period of less than three years may not be period of less than three years may not be transferred from one station to another. transferred from one station to another.
An employee, who is physically An employee, who is physically handicapped, may not be transferred from handicapped, may not be transferred from one station to another.one station to another.
But those employees will continue to be But those employees will continue to be liable for transfer from one office to another liable for transfer from one office to another at the same station.at the same station.
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TMP - Regulations
• An employee who himself or whose spouse / any of the dependent children is suffering from a major disease subject to the satisfaction of the Competent Authority, may not be transferred from one station to another, for the period specified by such Authority.
• But he will continue to be liable for transfer from one office to another at the same station..
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TMP-Length of stay at the TMP-Length of stay at the same stationsame station
All employees on promotion either within All employees on promotion either within Class II and/or from Class II to Class I, Class II and/or from Class II to Class I, irrespective of their length of stay at the irrespective of their length of stay at the existing station, will be liable for transfer existing station, will be liable for transfer from one station to another within the Zone from one station to another within the Zone of Promotion depending upon the of Promotion depending upon the organizational needs / office exigencies. organizational needs / office exigencies.
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Transfer from one office to Transfer from one office to another within the same stationanother within the same station
Every employee in the cadres of Every employee in the cadres of Development Staff working in a particular Development Staff working in a particular office shall be liable for transfer to office shall be liable for transfer to another office within the same station as another office within the same station as per the organizational needs in terms of per the organizational needs in terms of the Policy.the Policy.
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TMP-Development Officer TMP-Development Officer (Administration)(Administration)
Transfer from one station to Transfer from one station to another: another: The CMD of the Company is The CMD of the Company is
empowered to determine the empowered to determine the requirement and need of the requirement and need of the Company in its various offices at Company in its various offices at various stations from time to time. various stations from time to time.
Development Officer (Administration) Development Officer (Administration) shall be liable to transfer to another shall be liable to transfer to another station as per the organizational station as per the organizational needs in terms of the Policy.needs in terms of the Policy.
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TMP- 25% Rotation BasisTMP- 25% Rotation Basis
• Development Officer (Mktg.) who Development Officer (Mktg.) who exceeds the stipulated cost limit exceeds the stipulated cost limit continuously for 3 years shall be continuously for 3 years shall be liable to transfer to another station liable to transfer to another station immediately on expiry of the said 3 immediately on expiry of the said 3 years:years:
Employees liable to be transferred up Employees liable to be transferred up to 25% of the total number of such to 25% of the total number of such employees in a particular year.employees in a particular year.
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TMP – List- 25% rotation basisTMP – List- 25% rotation basis
A list of all development officers A list of all development officers who are found to exceed the who are found to exceed the stipulated cost limits stipulated cost limits continuously for the past 3 years continuously for the past 3 years shall be drawn a list in shall be drawn a list in descending order descending order
From the top of such list 25% of From the top of such list 25% of the total number shall be taken the total number shall be taken out for consideration of transferout for consideration of transfer
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TMP-List for 3 years minimum
A Development Officer transferred shall not be included in the list for a period of 3 years from the date of transfer
Transfer from one station to another shall be restricted to a radius of 150 kms. from his present station of posting:
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TMP – Distance/StationTMP – Distance/Station
If the office of the company is not available within a radius of 150 kms. from the present station of posting, the Competent Authority may consider his transfer to any of the 3 nearest stations, depending upon the organizational requirements, where the company has its office
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TMP – Transfer BackTMP – Transfer Back• Transfer back to his previous station Transfer back to his previous station
of posting or any other place of his of posting or any other place of his choice is limited to 3 times, subject choice is limited to 3 times, subject to availability of vacancy, after to availability of vacancy, after completion of a minimum period of 3 completion of a minimum period of 3 years at the station of his transfer: years at the station of his transfer:
on grounds of the sickness of the on grounds of the sickness of the employee, or spouse or any of the employee, or spouse or any of the dependent children from any of the dependent children from any of the major diseases, the CMD, may relax major diseases, the CMD, may relax the minimum period of 3 years, if so the minimum period of 3 years, if so requested by the employee.requested by the employee.
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TMP – Transfer BenefitsTMP – Transfer Benefits An employee transferred under An employee transferred under
the Policy shall be entitled to the the Policy shall be entitled to the transfer benefits as per TE Rules.transfer benefits as per TE Rules.
Request Transfers:-Request Transfers:- Request transfer can be Request transfer can be
considered only to a place where considered only to a place where there is a vacancy and subject to there is a vacancy and subject to the relieving office being in a the relieving office being in a position to relieve the employee.position to relieve the employee.
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TMP – Transfer requestTMP – Transfer request
No transfer request shall be considered No transfer request shall be considered until an employee completes a minimum of until an employee completes a minimum of 3 years at his present place of posting: 3 years at his present place of posting: CMD, may relax the minimum period of 3 CMD, may relax the minimum period of 3 years, on grounds of the sickness of the years, on grounds of the sickness of the employee’s family from any of the major employee’s family from any of the major diseases.diseases.
Not more than 3 such transfers shall be Not more than 3 such transfers shall be allowed during the service period of the allowed during the service period of the employeeemployee
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TMP – Competent AuthorityTMP – Competent AuthorityTMP – Competent AuthorityTMP – Competent Authority
Competent Authority and Competent Authority and Administrative Instructions:-Administrative Instructions:-
The General Manager The General Manager (Personnel)/ General Manager (Personnel)/ General Manager (Marketing) of the Company is (Marketing) of the Company is the Competent Authorities for the Competent Authorities for issuance of various types of issuance of various types of transfer orders under this Policy.transfer orders under this Policy.