GOVERNMENT OF KERALA

THE KERALA FINANCIAL CODE

VOLUME I

SEVENTH EDITION

(Incorporating amendments up to 19-04-2008)

ISSUED BY THE AUTHORITY OF THE GOVERNMENT OF KERALA

FINANCE DEPARTMENT

Government Secretariat

Thiruvananthapuram

Official website: www.finance.kerala.gov.in

PREFACE

After the formation of Kerala, the rules contained in the Travancore Financial and Account Code

and the Travancore Treasury Code and those contained in the Madras Financial Code, the Madras Account

Code and the Madras Treasury Code were being followed in the respective areas of this State in which they

were in force immediately prior to the formation of the Kerala State. The question of unifying these rules

with a view to bringing in uniformity of procedure in regard to financial and account transactions in the

several offices and the treasuries in the State, has been under the consideration of the Government. The

unified rules have accordingly been compiled into three Codes, viz., the Kerala Treasury Code.

2. The Kerala Financial Code is issued in two volumes. The first volume of the code contains the

text of the Code and the second, the appendices and the forms. This Code lays down the general financial

principles and the rules of procedure in respect of all financial matters, which are common to all

Departments under the Government. The officer of the Public Works Department, Forest Department, etc.,

have also to follow these rules supplemented by the special instructions in their respective Departmental

Manuals.

3. The Travancore Financial Code and Account code, Volume II and the Madras Financial Code,

Volume II contain certain appendices which embody rules and contain certain appendices which embody

rules and instructions pertaining to subjects which are special to particular departments. These rules have

correctly to be incorporated in the Departmental Manuals and therefore, they are not included in the new

Kerala Financial Code. For instance, the rules relating to the supply and custody of printed forms and the

rules for printing and binding should correctly forms part of the Manuals of the departments concerned.

4. The rules contained in this Code supersede in respect of the matters with which they deal, the

corresponding rules and instructions contained in the codes which are in force till the date prior to that on

which the Kerala Financial Code is brought into force.

5. References have been made to the “Book of Financial Powers” in connection with the powers

to the several officers in incurring certain items of expenditure. The question of delegating enhanced

powers to the various subordinate officers under the Heads of Department in pursuance of

G.O. (P) No. 248/PD/Misc., dated 24th April 1962 is currently engaging the attention of Government. The

volume ‘Book of Financial Powers’ will be issued as soon as possible. Till then, the various officers will

exercise the powers delegated to them under the existing orders, in respect of matters which are not covered

by the provisions in this Code.

6. Any officer, who notices any error or omission in this Code should report it to the Head of his

Department; if the Head of the Department considers that there is a real error or omission requiring

amendment, he should forward suitable proposals in the Government in the Administrative Department.

Important proposals of this kind should be forwarded through the Accountant General, who will transmit

them, with his comments to the Government in the Administrative Department. The Administrative

Department will pass on the proposals to the Finance Department with its remarks.

C. THOMAS

Finance Secretary.

PREFACE TO THE THIRD EDITION (REVISED)

The unified rules on general financial principles and rules of procedure in respect of financial

matters common to all departments under the Government were first issued as the Kerala Financial Code in

two volumes in 1963. A revised edition of the Code was issued in 1966 and the present one is the third

edition. In issuing this edition all changes subsequent to 1966 have been taken into account along with

suggestions from the Heads of Departments, comparing also the rules and procedure followed in

neighbouring States and the Government of India. The present edition incorporates all amendments and

additions upto September 1975. One of the changes in this edition is that the rules on House construction

Advance have been deleted. These rules will be issued as a separate booklet in compact form for wider

availability to those interested. Consequent on the deletion of certain articles not in force and their

renumbering and rearrangement, the number of the chapters and articles has been reduced.

K. V. RABINDRAN NAIR,

Trivandrum, Finance Secretary.

8th October, 1975.

PREFACE TO THE FOURTH EDITION

The third edition of the Kerala Financial Code Volume I was issued in 1975 incorporating the

amendments upto September 1975. The present edition of the Code incorporates all the amendments upto

31.12.1984. Whenever any Head of Department considers that any existing rule requires modification in

keeping with the present practice or as a result of changes in the system rendered necessary in the course of

actual working he may move the Government in the Finance Department through the Accountant General

to amend the rules.

Thiruvananthapuram, K.V. RABINDRAN NAIR,

25-1-1985. Commissioner & Secretary (Finance).

PREFACE TO THE FIFTH EDITION

The present edition of the code incorporates the amendment subsequent to the

issue of the fourth edition in January, 1985. Any officer who finds any error or omission

in these rules for any difficulty in implementing them may bring it to the notice of the

Government.

Thiruvananthapuram, M.MOHAN KUMAR,

7.11.1991 Commissioner & Secretary (Finance).

.

PREFACE TO THE SIXTH EDITION

Nearly nine years have elapsed since the issue of the Fifth Edition of the Kerala

Financial Code Volume I. This new edition incorporates all the amendments issued till

30-9-2000. The rules relating to the grant of House Building Advance to Government

servants are also included in this Volume. For the first time, the document is maintained

in computer. It is hoped that this will make incorporation of changes easier in future.

Heads of account shown in the Fifth Edition of the Kerala Financial Code and the

corresponding Heads of Account according to the revised functional classification are

given in Annexure I and the Government orders yet to be incorporated in the Code are

given in Annexure - II.

Any error, omission or difficulty in the interpretation and or application of the Code

may be brought to the notice of the Principal Secretary to Government, Finance

Department, Government of Kerala.

Thiruvananthapuram, VINOD RAI

6-10-2000. Principal Secretary (Finance).

PREFACE TO THE SEVENTH EDITION

The Seventh Edition of the Kerala Financial Code Vol.I is published after a lapse

of 9 years since the last edition. This edition incorporates all amendments, rulings and

decisions ordered by the Government up to 19/04/2008.

Major modifications incorporated in the seventh edition include rules relating to

the black listing of grant-in-aid institutions on the grounds of non submission of

utilization certificates, local purchase of furniture, payment of electricity and water

charges of Govt. offices and audit of grant- in-aid institutions by the Accountant

General(Audit).

This volume will be available for sale on CD-ROM also from Finance

Department. Comments, if any, for improving this volume are welcome.

Thiruvananthapuram, L.C.GOYAL

26.12.2008. Principal Secretary (Finance)

TABLE OF CONTENTS

Articles

CHAPTER I— INTRODUCTORY : 1–2

Definitions : 3

CHAPTER II—RECEIPTS, THEIR COLLECTION AND CHECK

General : 4

Duties and responsibilities of a Government servant entrusted with the collection

of revenue and its remittance into the treasury and maintenance of regular

accounts—

Collection : 5–6

Remittance : 7

Accounts—

Maintenance of proper accounts : 8

Duties of the Departmental Controlling Officer in respect of maintenance of

accounts

: 9

Duties of the Inspecting Officers in checking revenue collections : 10–11

Special rules for particular classes of receipts—

Rents of Government buildings due from Government servants : 12

Duties of a Government servant who is in-charge of a Government building which

is constructed or acquired for use as residence—

Duties of a Head of Office/Drawing Officer : 13&14

Duties of the Executive Engineer : 14 A

Duties of the Treasury Officer or other disbursing officer on receipt of the demand

statement of rents

: 15– 19

Rents of Government buildings, lands, etc. due from private persons and

pensioners

: 20

Hire of office accommodation : 21

Rent of hostels : 22

Fines— :

Duties of Government officers in the realisation of fines : 23 (a)

The procedure to be adopted when any amount is realised in any district on

account of a fine imposed in another district of the state

: 23 (b)

The procedure for keeping accounts relating to fines : 24

Pricing of stationery : 25

Pricing of publications : 26–27

Fees for cultural and mic roscopic examinations, dispensing stock vaccines, autovaccine,

etc., in the Public Health Laboratory

: 28

Fees received by Government officers as Notaries Public : 29

Credit Sales : 30

Receipts under the Motor Vehicles Act : 31

Dues from local bodies : 32–33(a)

Procedure for the recovery of arrears due to Government from local bodies : 33 (b)

Miscellaneous dues and special recoveries : 34

Refunds of revenue : 35–36

Time -limits for claim for refunds of revenue : 37

Remission of revenue : 38

Waiver of Revenue : 38 A

Audit of receipts : 39

CHAPTER III—EXPENDITURE

General Principles and Rules—

General Principles : 40 (a)

Standards of financial propriety : 40 (b)

Important financial principles : 40(c)–44

Communications of sanction : 45–48

Date of effect of sanction : 49

Lapse of sanction : 50

Contracts : 51

Arrear claims : 52–53 (a)

Due date of a claim : 53(b)–57

Arrear claims relating to statutory grants : 58

Supply of information to Audit : 59

Over charges and Audit objections : 60–63(a)

Maintenance and check of Audit Objection Register : 63 (b)

Inspection reports : 63 (c)–66

CHAPTER IV—ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS AND

RECOVERIES FROM THEM

(i) Introductory—

Scope of the Chapter : 67

Powers of Government to create and abolish posts : 68

(ii) Establishment—

Powers of Subordinate authorities to sanction additional establishments : 69

Additions to establishment or increase in emoluments of existing posts : 70

Principles to be observed in putting up a proposal for additions or alterations in the

establishment of an office—

A. Scale of pay for new posts : 71

B. Details to be furnished with establishment proposals : 71

Variation in sanctioned pay of a post : 72

Special rules regarding temporary establishments : 73

Distribution of non-gazetted establishments into sections : 74

Claims of Government servants—

Due date for payment of pay, allowances, etc. : 75

Signing and presentation of pay bills : 76

Drawal of pay above an efficiency bar : 77

Drawal of an increment in pay : 78–79

Pay due in India to persons not in India : 80

Reports of transfer of charge of Gazetted Government Officers : 81

Specimen signatures required by the Accountant General : 82

Pay, etc., due to a deceased Government servant : 83

Pay due to a Government servant whose whereabouts are unknown : 84

(iii) Travelling allowance bills : 85

Railway warrants : 86

Motor warrants : 87-87A

Advances for travelling expenses for tours : 88

(iv) Deductions from pay bills of Government servants—

(1) Fund deductions : 89

(2) Deduction on account of income tax : 89

(3) Deduction of amounts due to Co-operative Societies : 89

(4) Deduction on account of attachment of pay and allowances by Civil Courts : 89

(4)(d) Responsibilities of Government Servants for recovering amounts attached

by Civil Courts from Pay and Allowances

: 89

(5) Hospital stoppages : 89

(6) Fines : 89

(7) Deduction of premium due to the Life Insurance Corporation of India from the

salaries of Government servants

: 89

CHAPTER V—CONTINGENT CHARGES

Definition : 90

Extent of application of this chapter : 91

Authorities competent to sanction contingent expenditure : 92–93

Permanent advances : 94

Rules regulating the grant of permanent advance : 95–96

Recoupment of permanent advance : 97–98

Temporary advances for specified purposes : 99

Advances for contingent charges to be incurred on tour : 100

Advances for Law charges : 101

Cash Book : 102

Classification of contingent charges : 103

Contingent Register : 104–106

Detailed monthly bills for countersigned contingencies : 107

Countersigning Authority’s Contingent Register : 108–109

Amounts disallowed by the countersigning authority : 110

List of abstract contingent bills : 111

Endorsement of contingent bills in favour of private parties : 112

Inter-departmental transfers : 113

Contingent charges incurred on behalf of other Government servants : 114

Control of contingent expenditure against appropriation : 115

Service Postage Stamps : 116

Rates and Taxes : 117

Cleaning, etc, charges : 118

Electric current and water charges : 119

CHAPTER VI—STORES

Introductory : 120

Authorities competent to purchase stores : 121

Forecast of requirements : 122

Preparation of Indent : 123

Administrative sanction : 124

Purchase sanction : 125

Tender system : 126

Purchase from Government sources : 127

Purchase of furniture : 128

Ascertainment of surplus stores : 129

Form of tenders : 130

Invitation of tenders : 131

Earnest Money Deposit : 132

Receipt and opening of tenders : 133

Entertainment of tenders : 134

Acceptance of tenders : 135–138

Communication of acceptance : 139

Security and agreement : 140

Rate and running contracts : 141

Negotiated contracts : 142

Examination of contracts by the Accountant General : 143

Insurance of Government property : 144

Claims in respect of imported stores lost or damaged : 145

Insurance on Railways or Lorry Transport or Inland Water Transport : 146

Receipt and verification of Stores : 147

Payment for stores : 148

Stock accounts : 149–150

Valuation of stores in stock accounts : 151–152

Inspection of Stores : 153

Unserviceable and surplus stores : 154–157

Verification of stores : 158–160

Discrepancies found on verification of stores : 161

Audit of stores and stock accounts : 162

CHAPTER VII—WORKS

Introductory : 163

Classification of works : 164

Allotment of Works to Departments—

Works allotted to the Public Works Department : 165

Works allotted to the Forest Department : 166

Works allotted to Other Department : 167–169

Maintenance of register of immovable properties : 170

Electrical works : 171

General Rules—

Selection of site : 172

Preparation of estimates : 173

Sanction for works : 174

Estimates and sanctions to be treated as confidential : 175

Utilization of savings : 176

Supplementary estimates : 177

Method of executing works : 178

Purchase of materials and invitations to tender : 179

Provision of funds : 180

Execution of agreement : 181–183

Starting of work without a sanctioned estimate or without adequate funds having

been provided

: 184

Starting a work in an emergency : 185

Muster roll for a work executed departmentally : 186–187

Labour engaged departmentally through a contractor : 188

Measurement book : 189–190

Check-measurement of works : 191

Aid to contractors : 192

Liability of contractors : 193

Completion report : 194

Disposal of surplus materials : 195

Protection of religious edifices : 196

Works allotted to the Public Works Department : 197

Consultation with the Public Works Officers : 198

CHAPTER VIII—MISCELLANEOUS EXPENDITURE

Authorities competent to sanction miscellaneous expenditure : 199

Acquisition of land : 200–202

Payment to Her Highness the Senior Maharani of Travancore : 203

Payment of Annuity to the Chengamanad Devaswom : 204

Family and Political Pensions, Malikhana, Jenmibhogam, Arthapalisa,

Karathichilavu, Thiruppuvaram, Beriz deduction and Tasdic allowances

: 205

Departmental payments : 206

Discretionary grants : 207

Grant-in-aid and contributions of Public bodies, institutions, etc. : 208–209

Responsibility of a departmental officer on whose signature or countersignature a

grant-in-aid bill was drawn

: 210–211

Grant-in-aid and contributions to local bodies : 212

Educational grants-in-aid (other than local bodies)—Grants to Schools : 213

Orphanages and Boarding Houses : 214

Grants to Libraries and the Kerala Grandhasala Sanghom : 215

Scholarships and stipends : 216

Industrial grants : 217

Grants to Medical Institutions : 218

Co-operative grants : 219

Grant-in-aid private Engineering Colleges and Polytechnics : 220

Expenditure on inaugural ceremonies : 221

Examination charges : 222

Overtime fees : 223

Fees for Medical Inspection of Vessels in Harbour : 224

Plague charges : 225–226

Honoraria to Honorary Nursing Sisters employed in the State Hospitals : 227

Honoraria to Ayurvedic physicians : 228

Contribution to Devaswom Fund : 229

Contributions to association, etc. and for charitable purposes : 230

Compensation for loss of property : 231

Expenditure for the transportation of dead body of a Government Servant dying in

harness

: 231A

Exgratia payments to Government Servants Sustaining injuries while on duty : 231B

CHAPTER IX—LOANS AND ADVANCES

General—Main classes of loans and advances : 232

1. Loans to Local Funds, Private Parties, etc.— : 233

General Instructions : 234

Loans to Municipalities and to district and other Local Fund Committees : 235

Advances to cultivators : 236

Miscellaneous Loans and Advances : 237

2. Loans to Government Servants—General classes of loans : 238

General principles : 239-239A

A. Advances for the purchase of motor conveyances—

(i) General : 240

Procedure for sanction : 241

(ii) Advances for the purchase of a motor car : 242

(iii) Advances for the purchase of Motor cycles/scooters—

Eligibility of Government servants for an advance : 243

B. House building advance to Government servants : 244

Different kinds of advances included under this head : 244

Eligibility of Government Servants for advance : 244A

Authority competent to sanction the advance : 244B

Conditions under which advance is sanctioned : 244C

Rules regulating calculation of interest and death-cum-retirement gratuity : 244D

Rules regarding the procedure on receipt of applications : 244E

Procedure for release of mortgages/Policies after complete repayment of the loan

and interest

: 244F

C. Cycle advance : 245

D. Marriage Advance : 245-A

E Advances to Junior I.A.S. Officers for the purchase of furniture : 246

F. Other advances : 247

3. Advances repayable : 248

(i) Civil advances : 249

(a) Advances for Thiru Onam festival : 250

(b) Other festival advances : 251

(c) Advances on transfer : 252

Travelling allowance advance to the family of Officers who die while

in service

: 252A

Advance for the payment of immediate relief to the families of officers

who die in harness

: 253

(d) Rules for the grant of advance for the purchase of mosquito nets : 254

2. Special advances—

General : 255

(i) Advances for minor irrigation works : 256

(ii) Advances for the eradication of plant pests : 257

(iii) Advances for erecting temporary sheds in plague affected areas : 258

3. Revenue advances : 259

(i) Advances for demarcation purposes : 260

(ii) Advances for replacing missing boundary marks : 261

(iii) Advances for the removal of encroachments : 261A

Demands, collection balance statements : 262

(iv) Forest advances : 263

4. Permanent advances : 264

(i) Demand, collection and balance statement of loans/advances : 264A

Irrecoverable loans and advances—Duties and powers of officers to

write off

: 265

Annual Certificate : 266

CHAPTER X—DEPOSITS

Introductory : 267

Classes of Civil Deposits : 268

Revenue Deposits : 269—269A

Civil Court’s Deposits : 270

Criminal Court’s Deposits : 271

Personal Deposits : 272

Public Works Deposits : 273

Trust Interest Funds : 274

Deposits for works done for public bodies or private individuals : 275

Unclaimed Provident Fund Deposits : 276

Deposits for Government Loans : 277

Forest Deposits : 278

Deposits of Government Commercial undertakings : 279

Deposits in connection with elections : 280

General Principles and Rules : 281

Lapse of Deposits to the Government : 282–282A

CHAPTER XI—LOSSES OF PUBLIC MONEY OR PROPERTY

Securities and general principles for fixing and enforcing responsibility—

General : 283

Rules to be observed in cashing bills or in remitting money from one office to

another

: 284–285

Security Deposits—

Fidelity Insurance—Government servants : 286

Security Deposits—Contractors : 287

Forms of security and conditions on which they are accepted : 288–289

Post Office Savings Bank Deposits : 290

Registration of security bonds : 291

Custody of securities and security bonds : 292

Periodical verification of all securities : 293

Annual valuation of Government Promissory Notes, etc. : 294

Repayment of security deposits : 295

Security deposit of a Private Employer of a Government Servant on Foreign

Service

: 296

Losses—

Report of losses : 297

Losses with which the Reserve Bank, etc., are concerned : 298

Losses of cash due to acceptance of counterfeit coins : 299

Write off losses : 300

Loss of Stores : 301

Damage to immovable Government Property : 302

General Principles and Procedure for fixing and enforcing responsibility for

losses

: 303A–303B

Departmental Enquiries regarding Frauds, etc., in which Government Servants

are involved

: 304

Prosecution for embezzlement of Public Moneys or property : 305

CHAPTER XII—LOCAL FUNDS

Introductory : 306–308

Grants to Local and Other Bodies : 309

Loans to Local Bodies : 310

Charges recoverable from Local Bodies : 311

Time -limits for claims by Local Bodies : 312

Arrear claims of Local Bodies : 313

CHAPTER XIII—MISCELLANEOUS SUBJECTS

Introductory : 314

Allocation of expenditure between capital and revenue : 315–319

Interest on capital : 320–321

Work done for another Government or State : 322

Rules regarding charges on account of the maintenance and upkeep of Government

motor cars and motor boats

: 323

Register of motor cars and motor boats : 324

Insurance of Government Property : 325

The transfer of Government land from one department to another : 326

Proforma accounts relating to Government commercial undertakings : 327

Other proforma accounts : 328

Service funds : 329

Treasury Savings Bank : 330

Endowments for scholarships, prizes, etc. : 331

Application for and grant of leave : 332

Custody of valuable documents : 333

Service Books : 334

Register of books and periodicals : 335

Erasures : 336

Supply of Forms : 337

Destruction of official records, connected with accounts : 338

Report of deaths of pensioners : 339

CHAPTER XIV—DELEGATION OF UNION FUNCTIONS TO THE STATE GOVERNMENT

by Consent of the State : 340

CHAP I] THE KERALA FINANCIAL CODE, VOLUME I [ 1

THE KERALA FINANCIAL CODE, VOLUME I

CHAPTER I

INTRODUCTORY

1 This Code mainly contains rules relating to all financial transactions of Government

which fall into two broad classes, viz., receipts and disbursements. These rules should

be followed by every Government servant in the matter of receipt, custody and

disbursement of Government money. These rules are supplementary to treasury rules

and should be applied in conjunction with them.

2 These rules shall come into force with immediate effect.

Definitions

3 In this Code, unless the context requires otherwise, the following words and phrases

have the meanings hereby assigned to them. Words and phrases used in the code,

which have been defined in the Constitution of India, or in the Rules and Orders framed

under the Constitution, have the meanings assigned to them in those definitions.

“Accountant-General” means the head of an office of Accounts and Audit subordinate to

the Comptroller and Auditor General of India whether known as “Accountant General”

or by any other designation, who keeps the accounts of the state and exercises audit

functions in relation to those Accounts on behalf of the Comptroller and Auditor General

of India.

“Administrative Approval” means the formal acceptance by an administrative

department of a proposal that the Public Works Department should incur a specified

amount of expenditure on a specified work required by, or in connection with that

administrative department. It amounts to an instruction to the Public Works Department

to execute a specified work or works at a specified cost to meet the administrative

needs of the department which requires the work (c.f., technical sanctions).

“Appropriation” means the amount provided in the Budget Estimates for a unit of

appropriation or the part of that amount placed at the disposal of a disbursing officer.

“The Bank” means any office or branch of the banking department of the Reserve Bank

of India, any branch of the State Bank of India, acting as the agent of the Reserve Bank

of India in accordance with the provisions of the Reserve Bank of India Act, 1934 (Act 2

of 1934), and any branch of a subsidiary Bank as defined in section 2 of the State Bank

of India (Subsidiary Banks) Act, 1959 (Act 38 of 1959), which is authorised to transact

Government Business as agent of the State Bank of India, or any other agency

appointed by the Reserve Bank of India.

“Bank Draft” (See Rule 377 of the Kerala Treasury Code).

“Book Adjustment or Book Transfer” means the entries made in the Government

accounts in respect of a financial transaction which does not involve any actual receipt

or disbursement of cash or stores by the Government, so that a disbursement entered

under one head (or heads) is exactly counter- balanced by a receipt under another

head (or heads). A book adjustment may represent a transaction between different

departments of the Government or a correction in entries already made in the

accounts

“Budget Estimates” are the detailed estimates of the receipts and disbursements of a

financial year.

“Cash Order” means an order issued by a Treasury Officer on a sub treasury within the

district for a payment on the Government account or for any authorised purpose of a

specified amount to a specified person

“Centage Charges” means in connection with a work which the Government execute on

behalf of another Government, a local body or a private party, the charges calculated at

CHAP I] INTRODUCTION [ 2

a percentage rate on the value of the work done, which the Government recover from

the party for whom the work is done towards the cost of the establishment and the tools

and plant employed on the work.

“Central (Agency) Subject” - See Article 340.

“Central (Agency) Transaction” - See Article 340.

“Cheque” means a written order (not expressed to be payable otherwise than on

demand) addressed by a person called the “drawer” to a bank or treasury to pay a

specified sum of money to himself or a third party known as the “payee”, and includes a

demand draft drawn on any specified bank or banker (including the Reserve Bank of

India).

“Collector” means the Chief Officer in charge of the revenue administration of a district.

“Completion (in relation to work)” means the finishing or abandonment of the work.

Consolidated Fund, Contingency Fund and Public Account

The words “Consolidated Fund of the State, Contingency Fund of the State and Public

Account of the State” shall have the meanings respectively assigned to them in Articles

266 and 267 of the Constitution of India.

“Contingencies”- See Article 90.

“Contingent Charges” - See Article 90.

“Contract” means any kind of undertaking, written or verbal, expressed or implied, by a

person other than a Government servant or by a syndicate or firm to construct, maintain

or repair one or more works, to supply certain stores, or to perform any service in

connection with the execution of a work or the supply of stores.

“Contract documents” means the documents required in connection with the giving out

of a work on Contract.

“Contractor” means a person, syndicate or firm that has entered into a contract with the

Government.

“Controlling Officer” means a head of a department or other departmental officer who is

entrusted with the responsibility of controlling the incurring of expenditure and/or the

collection of revenue by the subordinate authorities of a department.

“Disbursing Officer” means a Government servant who draws money from the treasury

on bills or cheques, but excludes a Government servant who is not the head of an office

and draws only his own pay and allowances from the treasury.

“Draft” - See Rule 377 of the Kerala Treasury Code.

“Final Payment” means the last payment on a running account made to a contractor in

full settlement of the account relating to his contract when the contract has been

completed or determined.

“Financial Propriety” Standards of - See Article 40.

“Financial year” means the year beginning with the 1st April and ending with the

following 31st March.

“First and Final Payment” means a single payment made to a contractor in full

settlement of the account relating to his contract when the contract has been completed

or determined.

CHAP I] THE KERALA FINANCIAL CODE, VOLUME I [ 3

“Government” means the Government of Kerala.

“Government account” means the total of the Consolidated Fund Account, Contingency

Fund Account and the Public Account of the State

“Government servant” means any person serving in connection with the affairs of the

State, whether remunerated by salary or not and includes every person who is

authorised to receive, keep, carry or spend moneys on behalf of the Government.

“Governor” means the Governor of Kerala.

“Head of a Department” means any authority specially declared by the Government to

the Head of a Department (See Appendix I ).

“Indian Audit Department” means the officers and establishment, being in India and

subordinate to the Comptroller and Auditor General of India, that are employed upon

the keeping and audit of accounts of the Central Government and of the States, or upon

one or other of these duties.

“Inspecting Officer” means a State Touring Officer who is appointed solely or mainly for

performing specified duties of inspection which involve touring and includes an officer

who has been specially authorised to conduct inspection of any office.

“Local body” means a District Board, Municipal Council (including City Corporations) or

Panchayaths.

“Local Fund” means

(1) the moneys received and administered by a body which, though not part of

the Government’s Departmental Organisation, has been placed under the

control of the Government by a law, or a rule having the force of law,

whether in regard to its proceedings generally or to specific matters, e.g. its

budget, creation of particular posts in its service and appointment to such

posts and the leave, pension and other rules applicable to its servants; and

(2) the moneys received and administered by any other specified body when

the Government have published a special notification to the effect that they

constitute a “Local Fund”.

“Major Head” means a main head of account for the purpose of recording and

classifying receipts and disbursements of moneys that enter into the Government

account.

“Market rate/Market value” means, in respect of an article borne on the stock accounts,

the cost per unit at which a stock of that article or a suitable substitute for it could be

obtained at the time in question at the stores godown from the public market from which

it could be obtained most advantageously.

“Measurement Book” - See Article 189.

“Miscellaneous Expenditure” means all expenditure other than that falling under pay

and allowances, contingencies and works.

“Muster Rolls” See- Article 186.

“Piece-work agreement” – See- Article 178.

“Public Account”– See “Consolidated Fund, Contingency Fund and Public Account”

above.

CHAP I] INTRODUCTION [ 4

“Quantity” means, in connection with works the extent of work done, supplies made or

services rendered when these can be measured, weighed or counted.

“Rate” means, in estimates of cost, contracts, contractors’ bills and vouchers generally,

the amount payable for each unit of work, supply or other service.

“Reappropriation” means the transfer of savings in the appropriation for a unit of

appropriation to meet excess expenditure anticipated under another unit.

“Revenues of the State” means and includes all moneys received by a Government

servant on behalf of the Government not only the proceeds of taxation and the yield of

ordinary revenue but also capital receipts such as the proceeds of sales of land, the

proceeds of borrowing operations, unfunded debt and such receipts of a banking or

deposit nature as, by virtue of any statutory provision or of any general or special

executive order of the Government, have to be held in the custody of the Government.

“Running Account” means an account with a contractor on which payment for work or

supplies is made to him at convenient intervals subject to final settlement of the account

on the completion or determination of his contract.

“State” means the State of Kerala.

“Stores” means all articles and materials (other than cash and documents) which come

into the possession of a Government servant for use in the public service.

“Sub-head” means in connection with estimates and accounts of works, one of the subdivisions

according to items of work, e.g., excavation, brick work, concrete, wood work,

etc., into which the expenditure on a work or a sub-work of a large work is divided in

order to facilitate accounting and financial control.

“Sub-work” means a distinct unit of a large work which comprises several buildings,

smaller works or groups of smaller works. For example, the outer wall, the solitary cells,

the cook houses, the jailor’s quarters, etc., would form separate sub-works when a

large Central Jail, is built. The sub-works of a large irrigation canal may include the

head works, the main line, each branch of a canal, each group of distributaries relating

to each branch separately, the drainage and protective works, etc.

“Technical Sanction” means the order of a competent authority sanctioning a properly

detailed estimate of the cost of a work of construction or repair to be carried out by the

Public Works Department. (c.f. Administrative approval).

“Treasury” means any treasury of the State and includes a sub-treasury.

“Treasury Officer” means the officer in immediate executive charge of a treasury.

“Unit of appropriation” means the lowest account head under which the Government

places a specific appropriation at the disposal of the spending authority concerned.

“Works” - See Article 163.

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 5

CHAPTER II

RECEIPTS, THEIR COLLECTION AND CHECK

General

4 The items of Government Revenue with which departmental authorities deal, include

the land revenue the proceeds of State taxes and duties, the charges made for

supplying water from Government sources for irrigation, etc., and other fees for services

rendered, fines and penalties, the revenue from Government estates, such as forests,

and other miscellaneous items.

DUTIES AND RESPONSIBILITIES OF A GOVERNMENT SERVANT

ENTRUSTED

WITH THE COLLECTION OF REVENUE AND ITS REMITTANCES INTO THE

TREASURY AND MAINTENANCE OF REGULAR ACCOUNTS

Collection

5 (1) Revenue due to Government should be properly assessed and demands

made as and when they become due for collection.

(2) Effective steps should be taken to ensure prompt realization of the amounts

due to Government .

(3) Proper records in respect of all items of revenue whether recurring or nonrecurring

should be maintained to show the assessments and demands

made, the progress of recovery and the outstanding amounts due to the

Government.

(4) Every departmental Controlling Officer should watch closely the progress of

the realisation of the revenue under his control and review the recoveries

made against the demands.

(5) In inspite of taking all possible steps, some arrears still remain uncollected

and he is satisfied that any portion of them is quite irrecoverable; he should

take immediate steps to obtain necessary sanction for the irrecoverable

arrears to be written off.

6 The detailed rules governing the demand and collection of revenue under the control of

the various departments are contained in the respective departmental manuals, or in

the orders of Government on the subject issued from time to time.

Remittance

7 (1) When money is received on account of Government dues, a receipt for the

sum received should be given so that the counterfoils of the receipt book

should always show the details of revenue realised.

(2) The daily collection of each officer should be remitted into the Treasury, the

next working day. When this is not possible owing to distance from the

Treasury, or any other cause, the money should be remitted periodically, i.e.,

at least once in a week on the last working day. Officers having large

collections may, however, make more than one remittance in a week,

provided the amount of each such remittance is not less than Rs. 500. The

last remittance for the month including the last receipt should, however,

reach the Treasury in the same month.

(3) The officer immediately responsible for the collection should keep the

receipts (chalans) for the amounts paid into the Treasury in proper files. This

is to ensure that all collections are being paid regularly into the Treasury.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 6

Accounts

8 Maintenance of proper accounts.— (1) Every Government servant should see that

proper accounts are maintained for all Government financial transactions with which he

is concerned.

(2) He should render accurately and promptly all such accounts and returns

relating to them as may have been prescribed by the Government, the

Accountant General or the competent departmental authorities.

(3) He should check the accounts as frequently as possible in order to see that

there is no occasion to commit fraud, misappropriation or any other

irregularity.

(4) He will be held personally responsible for any loss that may be found to be

due to any neglect of the duties laid upon him by the provisions of this Code

and other Codes or financial procedure issued by the Government (See also

Chapter XI ).

(5) The fact that a Government servant has been misled or deceived will, in no

way, mitigate his personal responsibility since every Government servant

should be familiar with the financial rules laid down by the Government.

(6) He should exercise a specially strict and close control in regard to the

maintenance of proper accounts.

(7) In preparing the departmental accounts particular attention should be given

to the following points:—

(i) The departmental revenue accounts should not be compiled

from the returns prepared by the Treasury. But the Treasury

Officer may be required, where necessary, to verify the returns

prepared for submission to the departmental controlling

authority.

(ii) In order to facilitate check by Controlling Officers and to prevent

misclassification in the treasury accounts, all receipts of

revenue should be noted in the departmental accounts before

being credited into the treasury, and the fact noted in the

chalan. The chalan should show distinctly on what account the

money is to be received and under what detailed head of

revenue it has been entered in the departmental accounts. The

entry in the departmental accounts should be completed before

the amount is credited into the treasury; i.e., the entry in the

departmental accounts should show the amount as received.

Details of remittance towards loans and advances should be

entered in a separate register at the time of countersigning such

chalans. If the countersigning officers are not themselves the

District Controlling Officers, they should send monthly extracts of

this register to the District Controlling Officers. With the

assistance of such extracts received from the subordinate

officers and the register maintained in their own offices, the

District Officers should verify their monthly statements with the

treasury figures at the time of reconciliation and see whether

money as per all the chalans countersigned by them or by their

subordinate officers has actually been remitted and if so note the

number and date of each chalan against the entry in their

register and in the extracts received from subordinate officers

and delete the entries in respect of those countersigned chalans

which had not been presented in the Treasury for remittance.

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 7

(iii) Revenue collected in one district on account of another should

be credited in the treasury account of the receiving district

under the appropriate head of account and the fact intimated to

the appropriate departmental officer in the district concerned.

Any such item of revenue should be omitted in the demand,

collection and balance statement of the receiving district and

included in that of the district to which it belongs. Foot notes

should be added to the demand, collection and balance

statements of both the districts to explain the difference

between these statements and the treasury accounts.

(iv) The departmental sub controlling officers should reconcile the

departmental figures with the treasury figures and obtain the

signature of the Treasury Officer on the statement prepared by

them in token of the agreement of their figures with the treasury

figures, before the accounts are submitted to the Controlling

Officers. This should be done through the departmental staff

deputed to the treasuries for the reconciliation work as required

in para 68 of the Budget Manual.

Duties of the Departmental Controlling Officer in respect

of maintenance of accounts

9. Every Departmental Controlling Officer should.— (1) Obtain regular accounts and

returns from his subordinates for the amounts realised by them and paid into the

Treasury and consolidate the figures in a register . The total receipts for each month

should be classified in the Register according to the heads of account in the budget

estimate.

(2) Compare the figures compiled in this Register with the accounts received

from the Accountant General and reconcile any differences as early as

possible in communication with the Treasury Officers concerned and if

necessary with the Accountant General also.

(3) See that the reconciliation of the figures for March is completed as early as

possible since corrections, if any, that may be required in the Accountant

General’s books have to be made before the accounts of the year are

closed.

(4) Inform the Accountant General at once, of any wrong credit, when

discovered, in order that the accounts may be corrected. When a

subordinate Government servant’s return includes a credit for which there is

no corresponding credit in the accounts received from the Accountant

General, the Controlling Officer should, in the first instance, call for full

information from the subordinate Government servant.

(5) Exercise a close watch in regard to the reconciliation work of receipt figures

as in the case of expenditure. For this, the Chief Controlling Officers should

get quarterly reports on the progress of reconciliation work in respect of

departmental receipts from their subordinate controlling officers with a

certificate to the effect that the departmental figures have been reconciled

with those booked in the Treasury. The Controlling Officers should review the

reports received from the subordinate controlling officers and satisfy

themselves that the reconciliation of departmental receipt figures is done

properly and promptly. The Chief Controlling Officers should furnish a

certificate to Government in the Finance Department to the following effect

on 30th September and 31st March every year.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 8

Certificate of reconciliation

I, the Chief Controlling Officer in respect of the ....................................................

................................................................(here specify the head of account) hereby

certify that the departmental figures of receipts for the period up to .............................

......................................... have been reconciled with those booked in the Treasury.

Duties of the Inspecting Officers in checking revenue collection

10. (1) The Inspecting Officers will compare the entries in the counterfoils in the

printed counterfoil receipts book with those in the register of collections and

with any original receipt they may be able to obtain from the persons to whom

they were issued.

(2) They will check the totals in the Register of collections and will see that the

amount shown as collected agrees with the total of the amounts paid into the

Treasury as shown in the chalan and the cash in the hands of the

Government servant.

(3) The comparison will be made from the time of the last inspection and the

accounts should be inspected on the spot at least once every year.

Note:– The selection of Inspecting Officers rests with the Heads of Departments and

District Officers as the case may be. Inspecting Officers should be sent to

inspect the accounts periodically. Heads of Departments and District Officers

should themselves inspect the accounts at regular intervals. When doing so,

they should check the collection register in part by comparison with the

counterfoil receipts and should see that the total of the Register of Receipts

agrees with the total of chalans and the balance in hand. In many cases, items

for realisation vary especially when they are the subject of sale by auctions.

The Officer-in-charge should therefore, keep the orders sanctioning sale in

proper file, and the Inspecting Officer should check the register with them to

see that the proper amounts have been entered.

11. Heads of Departments in charge of important sources of revenue should keep the

Finance Department fully informed of the progress of collection of revenue under their

control and of all important variations in such collections as compared with the budget

estimates.

SPECIAL RULES FOR PARTICULAR CLASSES OF RECEIPTS

Rents of Government buildings due from Government Servants

12. Government buildings fall under the following two categories:—

(1) Those in charge of the Public Works Department.

(2) Those in charge of departments other than the Public Works Department.

The responsibility for recovering rent in respect of the first category of buildings which

are used wholly or partially as residences rest mainly on the Executive Engineer of the

Division in which the building is located. But the Head of the office in which the tenant is

employed and the Treasury Officer or other Officer who disburses his pay also bear

some responsibility in the matter. In respect of the second category of buildings, the

responsibility rests mainly on the departmental officers concerned.

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 9

THE DUTIES OF A GOVERNMENT SERVANT WHO IS IN CHARGE OF

A GOVERNMENT BUILDING WHICH IS CONSTRUCTED OR

ACQUIRED FOR USE AS RESIDENCE

+A. Duties of a Head of Office/Drawing Officer +[C.S No.1/99, G.O

(P) No.1665/99/Fin

dated 30/07/1999]

13. (1) The head of the office who is in charge of the building should prepare a statement

of data for the calculation of the rent of the building acquired or newly

constructed, leviable in accordance with the rules on the subject in consultation

with the Executive Engineer of the Division and obtain through the Accountant

General the orders of Government in regard to it. Rent should be fixed again

when there is change in capital cost consequent on additions or alterations

subsequently made.

(2) He should furnish to the Executive Engineer concerned *[in the case of

buildings in charge of the Public Works Department] not later than the 15th of

every month, a statement in form No. 1 (A) showing the following details:

*[C.S No.8/77, G.O

(P) No.372/77/Fin

dated 29/09/1977]

(a) The names, designation and emoluments etc., of all Government

servants belonging to that office who occupy quarters provided by

the Government.

(b) The changes in the occupancy of such buildings.

(c) +Omitted

+[C.S No.1/99, G.O

(P) No.1665/99/Fin

dated 30/07/1999]

When a complete statement has once been furnished, it will be sufficient for

the Head of the office to intimate every subsequent month, only the changes,

if any, in the completed statement, but when there is no change he should

inform the Executive Engineer of that fact. If a building is vacant, the Head of

the Office concerned should state the period for which he expects it to be

vacant and say whether it will be required during that period by any

Government servant of the same department.

(3) He should recover by short drawal from pay or establishment bills as the

case may be the rents of Government buildings demanded as due either from

himself or from any of the subordinates whose pay is drawn by him. Under

special circumstances, he may arrange to recover rent in cash

Note:– The Government servant in charge of a Government educational institution

should include in his statement particulars as to the occupation of and rents due for

accommodation in any hostel attached to the institution for the use of the students and

borne on the registers of the Public Works Department, although it is not a residence

provided for Government Servants. (See also Article 22).

**B.Duties of the Head of Office/Drawing Officer **[C.S No.1/99, G.O

(P) No.1665/99/Fin

dated 30/07/1999]

14. (i) The Head of Office/Drawing Officer should prepare in Form I (B) in triplicate a

demand statement of rents due from Government servants in respect of

Government buildings used as residences and send it to the Treasury Officer

or other disbursing officer two days before the close of the month.

The demand statement of rents should include the following details:

(1) Amount due from a Government servant on account of the hire of

Government furniture or other Government property for which he is

responsible.

(2) Any other amount due from a Government servant to Government in respect

of the residence allotted to him.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 10

(ii) The statement should be prepared with the data made available by the

Accountant General by way of copies of the pay slips of Gazetted Government

servants and intimations from Heads of Offices of the changes in the

emoluments of non-gazetted Government servants who occupy Government

residences.

(iii) The information in the completed copy of Form I (B) returned by the Treasury

Officer or other disbursing offices should also be utilised when preparing the

demand statement of rents for the next month.

(iv) The assessment should be revised in accordance with any change of

emoluments noted by the Treasury Officer or other disbursing officer.

(v) *The Head of Office/Drawing Officer should recover any additional rent which may

be due either because the full amount has not been collected in the previous

month or because arrears of emoluments have been paid to a Government

servant.

*[C.S No.1/99, G.O

(P) No.1665/99/Fin

dated 30/07/1999]

(vi) A separate form should be prepared in respect of each tenant who draws his

pay direct from the treasury. In respect of other Government servants in each

office, there should be a single consolidated form for each class of

establishment whose pay is drawn on a separate bill.

(vii) When a Government servant is transferred or proceeds on leave or retires,

Head of Office/Drawing Officer should give the Treasury Officer or other

disbursing officer as early as possible notice of the date up to which rent is

payable.

(viii) If a Government servant vacates a Government residence before the last day

of a month owing to his departure or transfer, leave or retirement, the demand

for the rent for the part of the month for which it is due should be made at once

so that the amount due may be recovered before his departure.

C.Duties of the Executive Engineer ]

14(A). After all necessary action has been taken on the copy of the demand

statement of rents returned by the Treasury Officer, the Executive Engineer

should forward it to the Accountant General.

Duties of the Treasury Officer or other Disbursing Officer on

receipt of the demand statement of rents

15. (i) The Treasury Officer or other Disbursing Officer on receipt of the demand

statement of rents should recover the amounts stated to be due from the next bills

in which the Government servants concerned draw pay without any previous

reference to them.

(ii) He should note in column 6 of all the copies of the demand statement (i) the

emoluments actually drawn by the tenant where they differ from those entered by

the *Head of office/Drawing officer in column (3); (ii) any sum drawn by the tenant

as arrears of emoluments with details of the rate at, and the period for, which it has

been drawn; (iii) the number of the bill from which each item of the rent was

deducted; and (iv) if in any case the rent noted in column 4 has not been

recovered in full, a brief statem ent of the reasons.

[C.S NO.1/2000

G.O (P)

952/2000/Fin

dt 19/06/2000]

(iii) A certificate should be recorded at the bottom of the statement that he has made

all the necessary entries in column 6.

(iv) One copy of the return thus completed should then be returned to the Executive

Engineer and Drawing Officer in one week before the close of the succeeding

month.One copy should be attached to the pay bill concerned.

(v) Details of any rent recovered at the Sub treasuries should be obtained in time for

inclusion in the copy of the statement of rents to be returned to the Executive

Engineer.

Note:– Any subsequent recoveries effected by the Treasury Officer or by a Sub

Treasury Officer, too late for inclusion in the statement should be included in the

statement of the following month

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 11

(vi) Whether the monthly demand statement has been received or not, rent should

be continued to be recovered at a rate once intimated by the Drawing Officer

until an advice to the contrary is received from him. In cases where the

demand statement for the month has not been received, the demand

statement should be prepared in triplicate on the basis of the recovery made

by him in the previous month incorporating therein any information in his

possession regarding changes in the occupancy or emoluments. One copy of

the statement thus prepared may be furnished to the Drawing Officer while the

other two copies may be attached to the pay bills concerned.

(vii) The Treasury Officer or other Disbursing Officer will not conduct any

correspondence with tenants as to the rents payable by them, but will refer

any points raised by them to the Drawing Officer/Executive Engineer.

(viii) In cases where a Government servant is transferred or proceeds on leave or

retires, unless otherwise instructed by the Drawing Officer/Executive Engineer,

the Treasury Officer or other disbursing officer should–

(i) if the Government servant is paid up to the date of making

overcharge, recover from the pay bill the rent due up to that

date; or

(ii) if the Government servant is not paid up to the date of making

overcharge, recover from any pay bill which is paid, the rent

due for the period covered by the pay bill and not on the

reverse of the last pay certificate the balance of rent due for

recovery on account of the remaining period up to the date of

making over charge.

16. The Treasury Officer should compare the total of the recoveries shown in the copies of

the demand statement of rents attached to the pay bills (which should include

recoveries made too late for inclusion in the copy returned to the Executive Engineer)

with the total credits on account of such recoveries in the Treasury account for the

month in which the recoveries were made and see that they agree, and should submit

these copies to the Accountant General along with the Treasury Account.

17. When rent is recoverable in cash from a tenant who is a Government servant, the

Government servant in charge of the building should send him a bill in a suitable form

on or before the last day of each month for the rent due in respect of that month and the

tenant should be required to pay the rent before the expiry of the following month.

18. When a tenant makes any representation asking for a revision of an assessment of rent

by the Executive Engineer, he must pay the amount assessed on demand and await

orders on his representation. If the representation is successful, the amount to be

refunded should be adjusted as soon as possible after the orders are issued, by a

reduction in the assessment for a subsequent month or if this is impracticable or

inconvenient by repayment in cash.

19. The Accountant General will select a few Treasuries each month and will forward to the

Executive Engineer concerned the copies of the demand statement of rents in Form I (B)

received by him during the month for verification with the Treasury accounts. The Divisional

Accountant should compare these statements with the corresponding entries in the Register

of Rents of Buildings and Lands, see that the Accountant General has not omitted to send

any statement pertaining to the treasuries concerned and take steps to revise the

assessments of rents due from Government Officers in respect of whom the Accountant

General has altered the rate of emoluments entered in the statements.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 12

Rents of Government Buildings, lands, etc., due from

Private persons and pensioners

20. When any building or any land or other property belonging to the Government is let to a

person not in the service of Government, the full assessed rent for each month should

always be recovered from him in advance. A tenant who is in receipt of a pension

should be treated as a person not in the service of Government.

Hire of office accommodation

21. Where no suitable Government building is available, private buildings may be hired for public

purposes with the sanction of Government, the rent being paid by the public office or

department occupying it. When the building is entirely used for office accommodation, the

rent is wholly chargeable to Government, while when it is partly used for office purposes,

and partly for residential purposes, the share of the rent payable by Government will be

proportionate to the amount of the main building set aside solely for office use not exceeding

half the rent of the house. The Municipal tax assessed on the annual value of buildings in

which the accommodation is provided, or on the land appertaining to them, should be paid

by the owner.

Note:– Rents recovered from officers sharing office-cum-residential accommodation in

private buildings will be classified as receipts of the departments concerned

Rent of hostels

22. When a hostel is provided for a Government Educational Institution, the departmental

authority in charge of the institution should immediately after taking charge of the hostel

building request the Head of the Department to obtain the Government’s orders for the

fixation and recovery of rent. Such hostels should be included in the departmental

authorities’ returns in Form 1 (A) and in the monthly returns of residential buildings sent

to the Accountant General by the Executive Engineers concerned (See Note under

Article 13).

Note 1:Warden’s quarters attached to hostels come under the class of residences for

Government Officials and should be shown in the monthly return whether

any rent is recovered or not.

Note 2:—When an electric installation is provided for a hostel, the room rent should be

raised so as to cover the cost of the installation and meter hire. The actual

cost of the electric energy consumed and of repairs to electrical fittings

should be recovered evenly from the students living in the hostel each

month.*

*[Deletion. C.S

No.10/77 G.O (P)

No.422/77/Fin

dated 29/10/1977]

FINES

Duties of Government officers in the realisation of fines

23. (a) It is the duty of every Court or authority having the power to fine to see that

the fines are correctly realised and the receipts are properly checked and that

the money received reaches the Treasury without delay. Adequate

precautions should be taken to see that there are no double refunds of fines

or refunds of fines not actually paid into the Treasury.

Each Court, Civil or Criminal, should submit to the District Judge or the

District Magistrate, as the case may be, a monthly statement in Form 2

showing the demand, collection and balance of fines levied and written off by

it and the amounts refunded in respect of fines. This statement should reach

the District Judge or the District Magistrate during the first week of the

succeeding calendar month. The statement should exhibit the amounts under

each head of account, e.g., magisterial fines, fines under the Prevention of

Cruelty to Animals Act, Motor Vehicles Act, etc., separately.

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 13

The District Judge or the District Magistrate, as the case may be, should

each consolidate the returns so received into a monthly fines statement for

the Courts under him. This monthly statement should then be forwarded to

the Treasury Officer as soon as possible. They should review the monthly

progress made in the collection of fines and take immediate and effective

steps for the realisation of the balance, if any.

The Treasury Officer should verify the amounts shown as remitted into the

Treasury in the monthly statement of fines received from the District Judge or

the District Magistrate, with the credit appearing in the Treasury accounts and

if found correct, he should certify as to the correctness of these amounts. If

there is any discrepancy between the consolidated statement and the

treasury account, the Treasury Officer may get the discrepancy cleared,

before giving a certificate if necessary by referring the matter to the District

Judge or the District Magistrate, as the case may be.

The procedure to be adopted when any amount is realised in any district

on account of a fine imposed in another district of the State.

(b) When any amount is realised in any district on account of a fine imposed in

another district of the State, the amount should not be remitted to the Court which

inflicted the fine but should be treated, for the purpose of the fines statements, as

if a fine equal to the amount realised had been inflicted by the Court in which it is

realised. The Court which realises the amount should sent an advice of the

recovery to the court which inflicted the fine and should also make a note of the

Court to which the amount relates against the credit in its Fines Register and

monthly statement. The Court which inflicted the fine should, on receiving the

intimation, note in its Fines Register and monthly statement the amount of the

recovery so advised and the name of the treasury into which the amount was

paid.

The procedure for keeping accounts relating to fines

24. Each Court should maintain two remittance books: one with the heading “Courts of Law” and

the other with the heading “Stamps”. All stamp penalties, deficient stamp duty, etc., should

be brought to the remittance book under Stamps and all fees and fines, Civil or Criminal and

other items belonging to Courts realised by Courts should be entered in the remittance book

under Courts of Law. Particulars of the date of remittance, nature of item, amount, etc.,

should be clearly noted in the books. The books will be signed by the head ministerial officer

and the Judge or Magistrate in the proper columns, and sent with the money to the Treasury

along with the chalans on the day of realisation, to be credited under the proper head. The

Treasurer and the Treasury Officer will sign in the proper columns and return the books. At

the end of the month, the entries will be totaled by the head ministerial officer and submitted

to the Treasury, where the totals will be checked with the Treasury accounts and signed by

the Treasurer and the Treasury Officer, if correct.

Note:—The annual cash balance statements of Civil Courts and the half-yearly fines

statements of Criminal Courts will be got certified by the Treasuries before

submission to the High Court. To enable the treasuries to furnis h these certificates,

the Courts will furnish them with particulars of remittance (copy of Remittance

Register relating to the period).

Pricing of stationery

25. The pricing of stationery articles and the charges be recovered for the supplies to be made

by the Stationery Department are governed by the rules and orders issued from time to time.

Pricing of publications

26. Priced publications required by Government or Heads of Departments and Offices,

whether for their own use or for distribution to other offices, the public, etc., either

directly or through the Government Press have to be paid for.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 14

27. In the case of publications of departments which pay for their own printing or in the case

of publications printed for free issue, free issues should be made only in accordance

with the distribution lists sanctioned by the authorities concerned.

As a general rule, publications should be priced on a costing system and the sale price

should be fixed at 50 per cent above the cost price in order to cover the commission on

sale, etc., and storage and distribution. The cost is arrived at as below:-

(a) Cost of labour on composing, printing, binding, etc., plus

(b) Cost of non-productive and non-effective charges based on an average

of the past year, viz., supervision, contingencies, taxes, depreciation of

plant, cost of miscellaneous raw materials, glue, printing ink, etc., and

power, plus.

(c) Cost of paper and binding materials.

To these, 50 per cent is added on account of selling commission, etc., and the total is

divided by the number of copies printed to arrive at the sale price of each copy.

Fees for cultural and microscopic examinations, dispensing stock

vacancies,

auto-vaccine, etc., in the Public Health Laboratory

28. All the fees etc., collected under this head are credited to Government

Fees received by Government Officers as Notaries Public

29. Notaries Public who are Government Servants should after defraying all charges

incurred by them in the former capacity credit to Government the balance of the fees

which they receive to the Head “065A Administration of Justice, (c) Fees, Fines and

forfeitures other receipts”.

Credit sales

30. No articles of Government shall be sold on credit except where special rules or orders

have been issued by Government permitting such sales subject to the conditions laid

down therein by certain departments in respect of certain articles such as milk, milk

products and manures.

Receipts under the Motor Vehicles Act

31. All dues under the Motor Vehicles Act, Kerala Motor Vehicles Taxation Act, Kerala

Motor Vehicles (Tax on Passengers and Goods) Act and the rules made under these

enactments should be paid by the parties concerned into the treasuries. The receipted

chalans, except those relating to remittance of tax under the Kerala Motor Vehicles

Taxation Act, are to be forwarded to the Motor Vehicles Department. In the case of

remittance of tax under the Kerala Motor Vehicles Taxation Act, the chalan should be

retained in the Treasury for issue of tax licences by the Treasury Officers.

Note:—In order to facilitate speedy service to the public, the Regional Transport

Officers are also authorised to accept moneys in cash towards the payments

of.

1. Fees for the following services under Motor Vehicles Act and rules framed

thereunder and Insurance (Third Party) Act.

Sl No. Particulars Provision in the Act and

Rules

1. Fees for the issue and renewal of

learners licence

: Rule 6, K.M.V Rules, 1961

2. Fees for the issue of Testing Order and

permanent licence including learners

licence

: Rule 6,24, K.M.V Rules, 1961

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 15

3. Fee for the issue of Badges : Rule 19,24, K.M.V Rules, 1961

4. Fee for duplicate driving licence : Rule 46, K.M.V Rules, 1961

5. Fee for duplicate badge : Rule 49 (3), K.M.V Rules, 1961

6. Fee for renewal of motor driving licence : Section 11 (3) K.M.V Act

7. Fee for testing order for conductors : Rule 60 (b), 70 (3), 67 (2)

K.M.V Rules, 1961

8. Fee for duplicate conductor’s licence : Rule 90, K.M.V Rules, 1961

9. Fee for renewal of conductor’s licence : Rule 73, K.M.V Rules, 1961

10. Application fee for the issue of

registration of motor vehicles

(maximum fee )

: Rule 108, K.M.V Rules, 1961

11. Application fee for the issue of

temporary registration of motor vehicles

: Rule 108, K.M.V Rules, 1961

12. Fee for the hire purchase endorsement : Rule 113 (5), K.M.V Rules,

1961

13. Fee for the issue of transfer of

ownership (maximum fee)

: Rule 129 (3), K.M.V Rules,

1961

14. Fee for the issue of transfer of

Insurance Certificate

: Rule 140, Rules for the

Insurance of motor vehicles

15. Fee for issue of duplicate Insurance

Certificate

: Rule 17, (1) (c), Rules for the

Insurance of Motor Vehicles.

16. Fee for the special permits and tourists

permits

: Section 63 (f), K.M.V Act

2. Taxes in respect of non-transport vehicles (motor cars, motor cycles and scooters)

under the Kerala Motor Vehicles Taxation Act, 1963.

Dues from Local Bodies

32. The estimated amount of charges to be incurred or cost of services to be rendered by

Government on account of local bodies or other private or public bodies and persons,

e.g., estates private enterprises and private individuals should ordinarily be required to

be paid in advance.

In the case of local funds, Government may in exceptional cases authorise one of the

following arrangements: —

(i) Payments as made by Government may be charged to the

balance of the deposits of the local fund in Government books.

(ii) Recoveries from the local fund may be postponed till the time

when Government has to make payment for the charges.

(iii) Payments may be made as advances from Government funds in

the first instance pending recovery from the local fund either in

cash or by adjustment against its account with the treasury.

Note:— The following are some of the more common cases in which charges are

incurred for services rendered by Government on account of local bodies and

others, subject to recoveries being made under the orders governing each

case:—

Medical subordinates lent to local bodies;

Management of court of wards;

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 16

Estate surveys;

Municipal town surveys;

Works connected with laying down regular lines of street in Municipalities;

Police guards supplied to private parties;

Acquisition of land for local bodies and railways;

Establishment for appraisement, etc., of produce in proprietary estates.

33. (a) Amounts due to Government from local bodies including overdue instalments

on account of repayment of loan taken by them, shall be subject to recovery

by adjustment from the grant-in-aid (other than those payable under the

provisions of a statute) sanctioned for payment to them.

Procedure for the recovery of arrears due to Government

from local bodies

All local bodies to whom non-statutory grants-in-aid are payable should

furnish a statement showing the amounts due to Government and remaining

unpaid by the local body concerned, to the officer disbursing the grants. The

disbursing officer should credit to Government the amounts so shown as

outstanding, out of the Government grant and will disburse only the balance

of the grant, if any, remaining after such adjustment. The accounts should be

so prepared as to show the entire Government grant as disbursed to the local

body concerned partly in cash and partly in adjustment in satisfaction of

Government claims.

(b) In respect of supplies made or services rendered by service departments to

local bodies, etc. (e.g., value of medicine supplied from the Medical Stores,

value of vaccine-lymph supplied from the Public Health Laboratory, cost of

stationery supplied from the Stationery Department, cost of printed forms

supplied from the Forms Stores, value of printing work done at the

Government Presses) the departmental officer concerned should see that the

value thereof is recovered and remitted to treasuries promptly. For such

supplies and services, bills containing full details of the transactions

(e.g., particulars of work done or supplies made, institution to which the bill

relates, etc.), should be sent by the concerned officers promptly. These bills

should be numbered serially and a record of bills sent out should be

maintained in Form 3. The receipt of replies from the offices concerned

should be watched and necessary action taken in cases of delay. A copy of

this register, i.e., a statement showing the bills sent out during the month

(with columns of recoveries left blank) will be sent to the Audit Office by the

5th of the next month to note the claims preferred and for taking action in

cases of delayed payments.

Miscellaneous dues and special recoveries

34. The Accountant General maintains a register of special recoveries in which he enters

miscellaneous amounts due to the Government but not forming part of the ordinary

revenues regularly administrated by the Government, e.g., contributions for leave and

pensions of officers lent to foreign service, contributions from Municipalities,

contractors and others towards the cost of establishment entertained by the

Government, Periyar lease money, etc. He watches that these amounts are duly

realised and reports any default at once to the Government.

CHAP II] THE KERALA FINANCIAL CODE, VOLUME I [ 17

Refunds of revenue

35. The powers of officers to sanction refunds of revenue are contained in the Book of

Financial Powers and are subject further to the administrative orders of Government

issued from time to time and embodied in the Departmental Manuals and Standing

Orders. In respect of cases not provided for in the Book of Financial Powers, the

sanction of Government is necessary.

36. On receipt of an application for refund in respect of any item of revenue, the officer who

has brought to account that particular item of revenue should:

(1) Trace out the original records relating to the receipt of the amount in

question.

(2) Verify the claim with reference to the original records.

(3) See whether the application is received within the maximum time limits

allowed under the rules.

(4) Obtain sanction for the refund from competent authority in case he is not

himself competent to sanction the refund in question.

(5) After satisfying himself that the refund in question is admissible under the

rules, prepare the refund order and if he is himself competent to sanction the

refund, he may either record his sanction on the voucher itself or record it

separately, giving a reference to it on the voucher and attaching a certified

copy. If sanction is obtained from a higher authority, the latter procedure

should be followed.

(6) See that the particulars of the refund are recorded against the original entry

of the receipt in the departmental accounts, in such a way as to make it

impossible to entertain by mistake any further claim for a refund of the same

amount.

(7) Record the particulars of the refund on the counterfoil of the receipt previously

granted to the payer and that receipt (and any other acknowledgment granted to

the payer) should if possible be taken back and destroyed.

(8) Pay the amount to the person entitled to receive it, in accordance with the rules

governing each particular class of refund, or prepare a proper voucher payable to

that person for presentation at the Treasury for payment.

Time limits for claim for refunds of revenue

37. Refunds of revenue may be classified as follows:—

(a) refunds of revenue which are made ex gratia although the Government are

under no legal obligation to make them; and

(b) refunds of revenue to which the claimants are legally entitled.

An application for a refund of revenue to be sanctioned ex gratia should be rejected if it

is received after one year from the dat e of credit of the revenue to the Government.

In cases where a notice has been issued to the party, the application for such refund of

revenue may be rejected, if it is received after 3 months from the date of receipt of the

notice by the party.

Note 1:— These limits are merely maximum time limits and no application for an ex gratia

refund should be entertained unless it is received within the maximum time

allowed. This does not mean that all applications for such refunds received within

the maximum time limits applicable should necessarily be granted. If the

authority competent to sanction ex gratia refunds of a particular kind considers

that for special reasons, a shorter time limit should be enforced in practice in

regard to them, this should be done.

CHAP II] RECEIPTS, THEIR COLLECTION AND CHECK [ 18

Note 2:— A refund of revenue of the kind mentioned in clause (b) above should be

sanctioned on application provided the claim is not barred by limitation under

the Indian Limitation Act, 1908 (India Act, IX of 1908) or any other law or

rule having the force of law.

*Explanation.— The refunds of Judicial Deposits which are governed by the Civil

Rules of Practice (Kerala) shall not be barred by limitation of time under the Indian

Limitation Act, 1908.

*[Addition C.S

No.7/79, G.O (P)

No.641/79/Fin

dated 23/07/1979]

Exceptions.— The rules contained in this article do not apply to:—

(i) Refunds of hospital stoppages recovered in excess from patients admitted to

Government Hospitals since these are met from the permanent advance of

the Superintendent of the hospital concerned;

(ii) Refunds of unclaimed assets and money transferred to Government under

the Administrator General’s Act, 1913 (India Act III of 1913), of the Official

Trustees Act, 1913 (India Act II of 1913) since they are governed by the

relevant Acts;

(iii) Refunds of court fees regulated by the Court Fees Act, which authorises a

court to issue certificates to parties entitling them to refund to Court Fees in

certain cases;

(iv) Refunds of execution fees collected by the Co-operative Department;

(v) Renewal or refund of the value of non-judicial stamps which have been

spoiled or rendered useless; and

(vi) The refund of process fees ordered by Courts.

Remission of revenue

*38. (a) Remission of revenue is the abandonment of claims of revenue (arising from

taxation laws, services rendered, land revenue etc.) without exhausting all

avenues of recovery.

Full information as to the powers of the various authorities competent to sanction

remissions of the revenue relating to a particular department is given in the

departmental manuals or codes.

*[Insertion, G.O

(P) No.184/81/Fin

dated 27/03/1981]

**(b) Every Head of Department should submit annually on or before the 1st June to

the Accountant General, a statement showing, the remissions of revenue

sanctioned during the preceding financial year by competent authorities in

exercise of the discretionary powers vested in them otherwise than by law or rule

having the force of law

**[Substitution,

G.O (P)

No.184/81/Fin

dated 27/03/1981]

The remissions of revenue included in the statement should be classified broadly with

reference to the reasons for sanctioning them. The Head of a Department may prescribe for

the guidance of the Government officers subordinate to him a broad classification for this

purpose suited to the items of revenue collected by them. The statement should show the

total amount remitted under each class of remissions and should include a brief explanation

of the circumstances leading to the total remission under each class.

Waiver of Revenue

38A. Waiver of revenue is the forsaking of recovery of overpayments and other similar claims

without exploring all possible means of recovery.

*Every Head of Department should submit annually, on or before the 1st of June to the

Accountant General a statement showing the waivers of revenue sanctioned during the

preceding financial year by competent authorities in exercise of the discretionary powers

vested in them otherwise than by law or rule having the force of law.

*[Insertion, G.O

(P) No.184/81/Fin

dated 27/03/1981]

Audit of receipts

39. The regulations and rules relating to the audit of departmental receipt by the Accountant

General are printed in Appendix 2.

CHAPTER III] THE KERALA FINANCIAL CODE, VOLUME I 19

CHAPTER III

EXPENDITURE

GENERAL PRINCIPLES AND RULES

General Principles

40. (a) No Government servant may incur any item of expenditure from public funds

unless the following two conditions are satisfied :

(i) The expenditure must have been sanctioned by a general or special

order of the authority competent to sanction such expenditure; and

(ii) Sufficient funds must have been provided for the expenditure in the

Appropriation Act(s) for the current financial year or by a reappropriation

of funds sanctioned by a competent authority or by an

advance from the Contingency Fund.

The two conditions are independent and both the conditions should be satisfied before

any expenditure is incurred from general revenues.

No authority subordinate to the Government should sanction any expenditure unless

sufficient funds have already been provided for the purpose subject to the exceptions

specified in items 1,3 and 5 of clause (c) below:

Standards of financial propriety

(b) Every Government servant who incurs or authorises the incurring of any

expenditure from public funds should see that it does not contravene the

following principles which are known as the standards of financial propriety.

(1) The expenditure should not be prima facie more than the occasion

demands. Every Government servant is expected to exercise the same

diligence and care in respect of all expenditure from public moneys

under his control as a person of ordinary prudence would exercise in

respect of the expenditure of his own money.

(2) A Government servant should not exercise his powers of sanctioning

expenditure so as to pass an order directly or indirectly to his own

advantage.

(3) Public moneys should not be utilised for the benefit of a particular person

or section of the community unless:

(i) The expenditure involved is Rs. 100 or less.

(ii) A claim for the amount would be enforced in a Court of Law

or

(iii) The expenditure is in pursuance of a recognized policy or

custom.

Important financial principles

(c) It should be clearly understood that—

(1) money indisputably payable by Government at one time or other (i.e.,

inevitable payments) should not, as far as possible, be left unpaid.

(2) money paid should under no circumstances be kept out of accounts

CHAP III] EXPENDITURE [ 20

a day longer than is absolutely necessary even though the payment is

not covered by proper sanction.

(3) inevitable payments should not be postponed even for the purpose of

avoiding an excess over a grant or appropriation.

(4) all actual liabilities should be ascertained, liquidated and payment

recorded at the earliest possible date.

(5) a disbursing officer may not on his own authority authorise any payment

in excess of the funds placed at his disposal. But absence of funds

should not necessarily prevent the payments of any sums really due by

Government. If the disbursing officer is called upon to honour a claim

which is certain to produce an excess over the allotment or appropriation

at his disposal, he should take the orders of the administrative authority

to which he is subordinate before authorising payment of the claim in

question.

(6) all appropriations lapse at the close of the financial year.

(7) a Government servant should not, on any account, reserve or appropriate by

transfer to a deposit or any other head or draw from the treasury and keep in

a cash chest, any portion of an appropriation remaining unexpended during

the year in order to prevent it from lapsing and use it for expenditure after the

end of the year. No attempt should be made to prevent the lapse of an

appropriation by any undue rush of expenditure during March.

(8) the amount of any allowance, such as travelling allowance, granted to meet

expenditure of a particular type, should be so regulated that it is not on the

whole a source of profit to the recipient.

(9) when any authority accords sanction for expenditure of a definite amount or

upto a specified maximum limit, the amount should always be expressed

both in words and figures.

(10) it is the duty of every Government servant not merely to observe complete

integrity in financial matters but also to be constantly watchful to see that the

best possible value is obtained for all public funds spend by him or under his

control and to guard scrupulously against every kind of wasteful expenditure

from public funds.

41. The Budget Manual contains the rules regarding the preparation, examination and

consolidation of the budget estimates, their passage through the Legislature, the

distribution of appropriations among controlling and disbursing officers, the responsibility

of these officers for watching the progress of expenditure and ensuring that it does not

exceed the appropriations, the authorities competent to sanction re-appropriation and

the procedure for obtaining supplementary appropriations.

42. The Government have power to incur any expenditure provided that it does not

contravene the provisions of the Constitution of India or any Law or any Rules made

under any one of them and subject to the limitations mentioned in Article 68 in regard to

certain posts.

43. An authority subordinate to the Government may sanction expenditure or advances from

public moneys in those cases only in which it is authorised to do so by—

(i) the provisions of any legislative enactment for the time being in force or of rules made

under any such enactment; or

(ii) the rules in this Code or any other Code or Manual issued by or with the approval of

Government; or

(iii) an order of the Government delegating to it powers to incur expenditure of a specified

kind.

Nothing contained in this article shall empower any subordinate authority to sanction,

except when the Government have expressly accorded their previous sanction in each

case, any expenditure involving the introduction of a new principle or practice.

CHAP III] THE KERALA FINANCIAL CODE, VOLUME I [ 21

44. (a) In every application for sanction to fresh expenditure it should be distinctly stated

whether provision for the proposed expenditure has been made in the budget

appropriations for the year, and if such provision has not been made whether

sufficient funds can be found by re-appropriation in case the fresh expenditure

involved is not on a ‘New Service’ (See Article 42).

(b) Authorities which sanction new expenditure after funds have been communicated,

should be careful to indicate the source of appropriation.

Where it is desired to sanction expenditure before funds have been

communicated, as may be necessary in order to avoid delay in starting work at

the beginning of a new financial year or to prevent duplication of orders, the

authority which does so should be careful to add the words “subject to funds

being communicated in the budget of the year”.

Note :— Vague expression such as “subject to budget provision” should be carefully

avoided in conveying sanctions to expenditure.

Communication of sanction

45. A copy of every order sanctioning expenditure should be communicated to the

Accountant General by the authority which accords sanction. If the sanctioning authority

is the Government, except in cases where power may have been delegated to

Departments under rules approved by the Finance Department and in cases where the

specific concurrence of the Finance Department has been given [*two copies of the

sanctions should be forwarded to the Accountant General, one signed in ink and the

other unsigned, prominently marked ‘Duplicate-Not for payment’. The duplicate copy

should be sent to the Accountant General by name in separate cover]. In cases where

the specific concurrence of the Finance Department has been given that fact should be

specific in the address entry of the order sanctioning the expenditure.

*Substitution [G.O

(P) No.79/79/Fin

dated 31/01/1979]

When the Head of a Department or any other subordinate authority issues an order

sanctioning expenditure either the sanctioning authority itself or a Gazetted Government

servant working in the office of that authority should ordinarily communicate the order to

the Accountant General. When this procedure would cause inconvenience, sanctions

may be communicated over the signature of the non- gazetted Government servant who

is the Head Ministerial Officer of the Office, provided that this arrangement is intimated

beforehand to the Accountant General by the sanctioning authority.

Note 1:— Financial sanctions communicated to audit should invariably be signed in ink by

the sanctioning authority or other officers authorised for the purpose. No action

will be taken in audit on copies of financial sanctions issued over facimile and

cyclostyled signatures of sanctioning authorities or other authorised officers.

†Note 2:— Copies of sanctions/orders relating to grant of advances to non-gazetted officers

(except those relating to House Building Advance and Advance for the purchase

of a Motor Car/Motor Cycle/Scooter) need not be forwarded to the Accountant

General.

Added [C.S.

No.1/90, G.O (P)

No.180/90/Fin

dated 15/03/1990]

46. An order sanctioning an addition to the pay of any Government servant should state

briefly the reasons for granting it, so as to enable the Accountant General to verify that

its classification as special pay or compensatory allowance, as the case may be, is

correct. Whenever, as in this instance, a rule requires that the reasons for granting any

concession or allowance be mentioned in the order sanctioning it, if it is considered

undesirable to mention the reasons in the official order, the sanctioning authority should

communicate them confidentially to the Accountant General.

47. Every order sanctioning a grant of land or alienation of land revenue, other than an

assignment of land revenue, which is treated as a cash payment should be

communicated to the Accountant General with the details necessary to enable him

to audit the sanction accorded.

CHAP III] EXPENDITURE [ 22

48. Any authority which passes an order affecting the personal emoluments, posting, leave,

etc., of any Gazetted Government servant should communicate a copy to the

Accountant General; but when any such order is notified in the Government Gazette a

separate copy need not ordinarily be sent to the Accountant General. An order of a

special nature sanctioning the grant to a non-gazetted Government servant of any

emoluments in addition to those admissible under the rules relating to the post which he

holds or ordering the discontinuance of any such additional emoluments previously

sanctioned, should be communicated to the Accountant General. Otherwise, it is not

necessary to communicate to the Accountant General orders affecting the personal

emoluments of non-gazetted Government servants. The authorities preparing the pay

bills and absentee statements concerned should include in them all the information

required for auditing the pay and allowances of non-gazetted Establishments and are

responsible for seeing that the orders of the competent authority are obtained in each

case as required by the rules.

Date of effect of sanction

49. Statutory rules made by the Government which are required by the law to be published

take effect from the date on which they are published in the manner, if any, specified in

the relevant Act or, if no special mode of publication is laid down, from the date on which

they are published in the Government Gazette. Statutory rules made by the State

Government which are not required by law to be published take effect from the date of

the order issuing the rules. A sanction of the Government or an authority subordinate to

the Government takes effect from the date of the order conveying the sanction.

Generally concessions such as revision of pay, grant of compensatory allowances and

special pay, should not be given with retrospective effect.

If, however, any such rules or orders themselves provide that they take effect from a

specified date, they take effect accordingly.

Lapse of sanction

50. A sanction for any fresh charge shall, unless it is specially renewed, lapse if no payment

in whole or in part has been made during a period of twelve months from the date of

issue of the sanction, provided that :

(i) When the period of currency of the sanction is prescribed in the departmental

regulations or is specified in the sanction itself, it shall lapse on the expiry of

such period; or

(ii) When there is specific provision in a sanction that the expenditure would be

met from the budget provision of a specified financial year, it shall lapse at the

close of that financial year; or

(iii) In the case of purchase of stores, a sanction shall not lapse if tenders have been

accepted (in the case of local or direct purchase of stores) or indents have been

placed (in the case of central purchases) on the central purchase organisation,

within the period of one year of the date of issue of sanction, even if the actual

payment in whole or in part has not been made during the said period.

In cases, excepting those mentioned in clause (ii) above in which payment in part

has been made within a period of twelve months from the date of issue of the

sanction, the subsequent payment of the balance may subject to the existence of

budget provision, be made without a fresh expenditure sanction. The bill for the

subsequent payment, besides containing a reference to the expenditure sanction,

should also contain a reference to the number and date of the voucher under

which the first payment was made.

Note:— The above rules does not apply to-

(i) the sanction for an allowance granted to the holders of a post or a class of

posts subject to certain conditions but not drawn by a particular incumbent or

incumbents because the conditions are not fulfilled.

CHAP III] THE KERALA FINANCIAL CODE, VOLUME I [ 23

(ii) the sanction of a competent authority for additions to be made to a permanent

establishment progressively from year to year, and

(iii) to sanction conveyed in an order passed by a court of law in its judicial

capacity.

Contracts

51. Government servant who incurs expenditure on behalf of the Government may have to

enter into a contract with a private firm or a contractor for the supply of stores or for the

execution of a work. The Government also sometimes employ a person on contract to

serve as an officer under them for a definite period. No contracts may be entered into by

any authority which has not been empowered to do so. All contracts should be in the

form of written agreements expressed to be made by the Governor and signed by the

competent authority. Contracts regarding which there are no definite rules or orders of

Government as to conditions, forms, etc., should be entered into only after obtaining the

sanction of Government.

Whenever a contract is made by or on behalf of the Government, the following general

principles should be observed :-

(i) The terms of the contract should be precise and definite and there should be

no room for ambiguity or misconstruction of any of its provisions;

(ii) Before finally entering into a contract on behalf of Government, the

Government servant concerned should take legal and financial advice except

in those particular cases or classes of cases in regard to which the

departmental codes or the Government orders issued from time to time

contain clear and complete instructions ;

(iii) Contracts for the supply of stores or the execution of works should be made

as far as possible only after openly inviting and receiving tenders from all who

wish to tender, and in cases in which the lowest tender is not accepted,

reasons should be recorded;

(iv) In selecting the tender to be accepted, the financial status of the individuals

and firms tendering must be taken into consideration in addition to all other

relevant factors;

(v) The terms of a contract once entered into should not be materially varied

without the previous consent of the Government or the authority competent to

enter into the contract as so varied;

(vi) Standard forms of contracts should be used in all cases for which they have

been prescribed, and the rates mentioned in the contract should be subject

to adequate prior scrutiny;

(vii) When a contract is likely to endure for a period of more than five years, it

should, wherever feasible include a provision for an unconditional power of

revocation or cancellation by Government at any time on the expiry of six

months notice to that effect; and

(viii) Whenever it is likely that a contractor will be entrusted with any Government

property in connection with his contract, a provision should be inserted in the

contract safeguarding the Government against loss or damage in respect of

any Government property that may be entrusted to him or his servants.

(ix) The Government servant who enters into a contract on behalf of Government

and also his subordinates are responsible for strictly enforcing the terms of

the contract and for seeing that no act is done that would tend to nullify or

vitiate the contract.

The authorities empowered to enter into contract on behalf of the Governor are specified

in the Book of Financial Powers. All contracts in regard to which the Government have

not issued any definite rules or orders as to conditions, forms, etc., and all contracts

CHAP III] EXPENDITURE [ 24

containing unusual conditions or involving any uncertain or indefinite liability should only

be made after obtaining the special sanction of the Government, who will obtain the

necessary legal and financial advice in each case. Whenever it is proposed for special

and exceptional reasons to agree to any material variation in the terms of an existing

contract made on behalf of the Government, the matter should be referred to the

Government for orders.

Arrear claims

*52. Heads of Offices and Departments should distinctly understand that the personal claims

of officers accruing under the orders of competent authority should, to avoid undeserved

hardship, be discharged with the least delay possible and that the provisions for the

entertainment of belated claims made in Articles 53 and 55 below are intended for

exceptional cases and where, for unavoidable causes, the speedy settlement of claims

is rendered impossible. Every cases of a deferred claim submitted for the sanction of the

Head of a Department or the Government, should invariably be accompanied by a clear

explanation of the necessity for postponing the settlement of the claim, and where the

postponement was avoidable, also by a report of the names of officers responsible for

the delay and of the action taken to prevent the recurrence of such cases.

*53. (a) As a general rule, a claim against the Government, not, preferred within 2

years of its becoming due, should be paid only after sanction from the Head of

Department concerned.

*Substitution [C.S

No.2/86, G.O (P)

No.307/86/Fin

dated 17/04/1986]

*Note 1 :— The payment of any arrears on account of establishment claims should be

noted in the service book or other service record of the officer concerned

immediately on encashment of the claim.

*Note 2 :— Sanction of Government will be necessary for the payment of the claims

referred to in Article 55 and for time barred claims as laid down in

Article 56.

(1) claims on account of pensions which are regulated by Rules 294 and 295 of

the Kerala Treasury Code;

(2) interest on Government securities or any other class of payments which are

governed by special rules or orders of the Government;

(3) claims on account of pay and allowances other than reimbursement of

medical expenses of the non-gazetted Government servants whose names

are not required to be shown in the pay bills in accordance with Rule 171 of

the Kerala Treasury Code.

*(4) claims for amounts not exceeding Rs. 500 other than claims of a recurring

nature preferred within three years of their becoming due.

*Substitution[C.S

No.4/79 G.O (P)

No.546/79/Fin

dated 15/06/1979]

Note:— Exception No. 4 above will cover claims which are exactly three years old.

CHAP III] THE KERALA FINANCIAL CODE, VOLUME I [ 25

Due date of a claim

±(b) (1). A claim will be held to have become due either on the date of sanction to the

claim or on the date of its accrual, whichever is later and in cases of bills

requiring countersignature, on the date of such countersignature.

± Subs titution [C.S

No.2/86, G.O (P)

No.307/86/Fin

dated 17/04/1986]

(2). An arrear claim resulting from an order issued with retrospective effect does

not arise until the order is issued and should not therefore be treated as a

claim allowed to remain in abeyance during the period prior to the date of the

order.

(3). Pay and allowances, leave salary and other monthly recurring payments to

Government servants become due for payment on expiry of the month to

which the claim relates [vide Article 75 (a)]. But such claims of a gazetted

officer, which cannot be drawn without authorisation from the Accountant

General fall due for payment only on the date on which the authorisation,

such as pay slip or leave salary certificate, is issued or on the expiry of the

month to which the claims relate, whichever is later.

(4). Increments, promotions and other arrangements involving alterations in pay

which were not specifically ordered to be held in abeyance should be held to

have become due on the expiry of the month to which they relate .

Increments, Promotions etc., which were specifically held in abeyance,

should be treated as becoming due on the date of sanction.

(5). Claims for medical reimbursement should be treated as having become due

for payment on the date of completion of the treatment as shown in the

“Essentiality Certificate” issued by the authorised medical attendant.

(6). Claims of travelling allowance **whether requiring counter signature or not

become due for payment immediately after the close of the month in which

the journey is performed.

**Insertion [C.S

No.6/93 G.O (P)

No.650/93/Fin

dated 08/10/1993]

(7). Scholarships and grants -in-aid become due for payment on the last day of

the month in which they are earned.

(8). Contingencies such as electricity charges, rents for buildings etc., which have

a recurring monthly periodicity are normally due for payment after the expiry

of the month in question. If, however, the standing sanctions for these

recurring payments are accorded post-facto they should be held to have

become due for payment on the date of sanction.

(9). For the purpose of the rules regarding sanction from the Head of the

Department the date on which a claim is presented at the treasury or other

office of disbursement should be considered to be the date on which it is

preferred.

(c) Claims by local bodies should be preferred within the dates specified for

payment, or when no dates are specified, before the close of the financial

year in which they fall due, or within six months from the dates on which they

fall due, whichever is earlier. In cases where the claims are not made in

accordance with the above rules, the payments will not be made unless the

specific sanction of Government is obtained.

Note:— The ‘date on which the claims fall due’ means date of receipt by the local body

concerned of the orders of the Government authorising the local bodies to draw the

grant.

(d) Under the provisions of Section 78-B of the Indian Railways Act, 1890 (9 of

1890), claims for a refund of an overcharge in respect of goods carried by a

railway or to compensation for the loss, destruction or deterioration of goods

delivered to it should be made to the railway administration within six months

from the date of the delivery of the goods for carriage by railway. All officers

and subordinates who handle railway consignments should take prompt

CHAP III] EXPENDITURE [ 26

action in such matters and failure to do so will render them personally

responsible for any loss which Government may have to sustain by their

negligence.

(e) As a rule, the travelling allowance claims should be preferred within a month of the

due date. Controlling officers may pass for payment travelling allowance claims

presented more than a month after the due date, only if there is sufficient

justification for the delay. The travelling allowance drawn in advance under the

rules will be held under objection pending the submission of the final travelling

allowance bill. In such cases, if the final travelling allowance bill is not preferred

within three months of the due date, the advance drawn should be recovered in

lump from the next pay bill of the officer concerned and settled finally. The right of

a Government servant/non-official member serving on Government Committees,

Commissions, etc., to travelling allowance, including daily allowance, shall be

forfeited or deemed to have been relinquished if the claim for it is not preferred to

the drawing officer or controlling officer within one year of the date on which it fell

due.

*Note:— (i) In cases where the adjustment bill is not submitted within the prescribed time,

the entire amount of advance will be recovered in lump immediately on the

expiry of such time limit. Interest at the rate prescribed at (ii) below will be

charged on the entire amount of advance from the date of drawal to the date of

recovery of the amount.

*Added [C.S

No.1/93, G.O (P)

No.51/93/Fin dated

20/01/1993]

(ii) In cases where tour advance is not utilised fully but the adjustment bill is

submitted in time, interest at the rate of 12.5% per annum will be charged

on the un-utilised portion of the advance from the date of drawal to the date

of refund of the advance.

(iii) The interest so levied will be credited to the receipt head of account

corresponding to the expenditure head to which the advance was debited

and in the absence of such receipt head, to the general receipt head of

account “0075-800-Other receipts -89-Other items”.

54. In all cases where pay is re-fixed either on account of general pay revision or

promotions or otherwise a pay fixation statement should be sent to the Accountant

General for verification.

**55. When any authority, subordinate to the Government, order any payment on an arrear claim

on account of under payment detected, the payment ordered should not exceed the amount

found to be actually due under the claim on account of a period of two years immediately

preceding the date of detection of the under payment. If, in any particular case, it is

considered that for special reasons a larger concession should be granted, the matter should

be referred to the Government for orders. For the purposes of this article, the date of

detection of an under payment means the date on which the under payment is detected by,

or brought the notice of the Head of the Department or Office, or, if it is first detected in audit

the date when the Accountant General detected it.

**[C.S No.2/86,

G.O (P)

No.307/86/Fin

dated 17/04/1986

*[56. (a) Payment of a claim which is barred by limitation of time under any provisions of

law relating to such limitations should ordinarily be refused. No payment should be

made on account of any such claims without the special sanction of the

Government. *In sanctioning payment of such arrear claims, the following

procedure should be observed:-

*Substitution [C.S

No.2/86, G.O (P)

No.307/86/Fin

dated 17/04/1986]

(1). **The Administrative authorities should check up the claim with reference to

the relevant records.

(2). Service Book of the individual should accompany proposals for sanction of

arrears of establishment claims*.

(3). The Administrative Department in the Secretariat should while forwarding

such claims for consideration of the Finance Department, furnish full

particulars of the claims in the form given below:-

1. Name of the claimant

2. Nature of the claim (detailed history as to how the claim has arisen

should be given.)

CHAP III] THE KERALA FINANCIAL CODE, VOLUME I [ 27

3. Details of the claim (a) period, (b) rate per month, (c) amount due.

4. Reasons for delay in settlement (the time taken at various levels

should be indicated).

5. Efforts made by the claimant to get the settlement of the claim

expedited and with what results.

6. Whether the non-payment of the * claim will affect pension.

7. Details of records, orders and/or other corroborative evidence on the

basis of which the claim is considered to be indisputably due

(relevant extracts duly attested should be enclosed where it is not

possible to submit the records in original).

(4) A certificate to the effect that the claim has been checked / verified with

reference to corroborative records available in his office and that the

same has not been drawn and paid previously should also be obtained

from the Head of Office concerned and forwarded to the Finance

Department.

(5) The payment of any arrear claim to a non-gazetted Government

employee should be noted in the service book of the incumbent

immediately on encashment of the claim.

Note:— The Administrative Department in the Secretariat may sanction such claims

if the monetary value does not exceed Rupees 500 without cons ulting

Finance Department subject to the procedure prescribed in the rule.]

(b) The period of limitation will be as given below in respect of the following kinds

of arrear claims against Government :-

(i). Pay and allowances including leave salary - 5 years from the date when

the claim fell due for payment

(ii). Travelling allowance - **2 years from the date when the claim fell due for

payment.

**Substitution [C.S

No.6/93 G.O.(P)

650/93/Fin.,dated

8-10-1993]

(iii). Pension - 12 years from the date when the claim fell due for payment.

(iv). Gratuity-6 years from the date when the claim fell due for payment.

(v). Claims for supplies made or services rendered to Government -3 years

from the date when the claim fell due for payment.

(vi). All other claims -3 years from the date when the claim fell due for

payment.

In cases of item (v), viz, claims for supplies made or services rendered to Government,

the period of limitation will be six years if there is a contract in writing, registered. In all

the above cases if the delay in the disbursement of arrears was due to official

dilatoriness or delay, the period of limitation will be counted from the date of completion

of the official steps admitting the claims. In such cases, the arrear claims can be paid

only with the sanction of Government if the ordinary period of limitation has expired. It is,

however, open to Government to permit the disbursement of arrears remaining

undisbursed beyond the periods of limitation specified above in cases in which they are

satisfied that a strict application of the above rule would cause undue hardship to the

parties concerned.

57. (a) The liabilities incurred on account of contingent charges should be discharged

with the greatest promptitude. In the case of payments made out of permanent

advance, the amount should be recouped at once and in other cases the

liability discharged at the earliest possible date.

(b) The rules in Articles 52,53 and 55 apply also to the payment of contingent and

miscellaneous charges such as grants-in-aid, scholarships, etc. Scholarships

CHAP III] EXPENDITURE [ 28

and grants-in-aid become due on the last day of the month in which these are

earned. The time limits prescribed in these rules should be calculated from the

date on which the charge becomes payable, i.e., from the date of sanction.

Arrear claims relating to statutory grants

58. Arrear claims including those relating to Statutory Grants will be sanctioned by

Government when the claim is preferred within three years subsequent to the year in

which the payment was due. If the claim is preferred after that period, it will be

summarily rejected by Government except (a) when money due to a local body has

been credited to General Revenues by a mistake on the part of a Government Officer

and (b) when the local body concerned is in a position to establish that it had no direct

means of ascertaining earlier the mistake, provided that the amount involved exceeds

Rupee one.

Supply of information to audit

59. It is the duty of every departmental and controlling officer to see that the Accountant

General is afforded all reasonable facilities in the discharges of his functions and

furnished with the fullest possible information for which he may ask for the preparation of

any account or report which it is his duty to prepare. No such information nor any books

or other documents to which the Comptroller and Auditor General has a statutory right of

access may be withheld from the Accountant General.

According to the proviso to paragraph 18 of the Government of India (Audit and

Accounts) Order,1936, in the case of any document certified as a secret document by

the Governor, the Auditor General shall accept a statement certified as correct by the

Governor as a correct statement of the facts stated in that document. If in any file of the

Secretariat there is any enunciation of Policy by any Minister or any statement which is

secret not intended to be seen by others the Accountant General is required to be

satisfied with the certificate contemplated therein and has no right to insist on having an

inspection of it by him. Each case has to be decided with reference to the particular facts

in order to find out whether the file contains any secret matter thus disentitling the

Accountant General to have an inspection of it.

Overcharges and audit objections

60. Every Government servant who draws bills for pay and allowances or contingent

expenses is primarily responsible for the correctness of the amount for which each bill is

drawn . If any amount is drawn in excess of what is due, the drawing officer will be

required to make good the excess amount so drawn. If the excess amount cannot for

any reason be recovered from the drawing officer, the Government servant, if any, who

countersigned the bill will be liable to make good any loss arising from culpable

negligence on his part, and the Treasury officer who passed it will be similarly liable to

make good any loss arising from culpable negligence on his part.

61. The Accountant General is responsible for the auditing of all expenditure charged

against the Government . If any item of expenditure is found to be irregular or in excess

of what is due, he proceeds to remove the irregularity or recover the excess amount

paid through the Treasury Officer and he usually issues a warning slip to the drawing

officer concerned at the same time. When an item of expenditure incurred is less than

what is actually due for payment and the amount involved is not insignificant, the

Accountant General informs the drawing officer of the fact leaving him to prefer an

additional claim or not as he thinks proper.

While an officer is under suspension and is in receipt of subsistence grant, the

retrenchment order in respect of any overpayment made to him in the post shall be

issued by the Accountant General in consultation with authority competent to place the

officer under suspension. The aforesaid administrative authority will exercise discretion

whether recovery should be held wholly in abeyance or it should be effected at full or

reduced rates depending on the circumstances of each such case.

CHAP III] THE KERALA FINANCIAL CODE, VOLUME I [ 29

*62. Recoveries from a Government servant should not ordinarily be made at a rate

exceeding one-third of his pay unless the Government servant concerned has (a) in

receiving or drawing the excess acted contrary to orders or without due justification or

(b) taken an advance for a specific purpose, not utilised it for the purpose for which the

advance was sanctioned within the prescribed period and failed to refund the

outstanding amount within the stipulated date.

Substitution [C.S

No.6/76 G.O.(P)

197/76/Fin.,dated

12-7-1976.]

63. (a) Every Government servant should give proper attention to all objections and

orders and other points requiring settlement received from the Accountant

General without any avoidable delay, even though the responsibility for the

removal of objections and the settlement of other points raised in Audit

devolves primarily upon disbursing officers, heads of offices and controlling

authorities . Objection slips/audit notes received from Audit Office should be

replied to within a fortnight from the date of receipt of the objections. In case any

objection is not replied to within one month from the date of the issue, the Audit

Officer will have authority to direct the Treasury to refuse encashment of further

bills of the same class presented by the officer concerned or of a different class if

the bill in respect of which the objection has been issued is an occasional one.

The names of the officers who keep the objections for which they are responsible,

unremedied for more than three months will be reported to Government by the

Audit Officer. In case of repeated delays in the matter of clearing objections,

Government will not hesitate to order the stoppage of the pay of the officers

concerned. If owing to delay in dealing with the matter, any amounts become

unadjustable they will be recovered pro rata from all the officers during whose time

they remained under objection. A register should be maintained in each office in

Form 4 for recording the objections communicated by the Accountant General.

Maintenance and check of Audit Objection Register

(b) The following instructions should be strictly followed in the maintenance and check

of the Audit Objection Register maintained in each office:—

(1). When an objection slip (or letter) is received from the Accountant General it

should be registered as a new case in the personal register and in the Audit

Objection Register as well.

(2). All the audit objections received in a calendar year should be serially

numbered in the Audit Objection Register and these serial numbers should

be entered in column 1 of the register. If there are two or more items of

objections in the same objection slip received from the Accountant General

separate serial numbers should be given for each of them.

(3). Sufficient space should be given for each item in order that details as

required in each column of the register could be noted.

(4). The Objections should be replied within a fortnight of its receipt. The Head

of the Office should initial in the remarks column in token of having sent the

reply.

(5). An item should be treated as closed when final reply is given to the

Accountant General and the serial number of the item should be rounded of

in red ink. When the acceptance of the reply is received from the

Accountant General the current number and the Accountant General’s

reference number should be noted in the remarks column.

(6). There should be only one register for the whole office and a particular

person in the office should be made responsible for the maintenance of the

register. Every movement of the paper within the same office should be

noted in the register.

(7). The register should be reviewed monthly by the Head of the Office and

every fortnight by the Head Clerk or Personal Assistant or such other

intermediary supervising officer if there is any.

(8). After the close of each month a monthly abstract of audit objections in the

following form should be recorded in the register from which the prescribe

return of audit objections should be sent:

CHAP III] EXPENDITURE [ 30

(9). The above instructions should be pasted on the front page of the Audit

Objection Register.

Month No. pending

till the end of

previous

month

Nos.

received

during the

month

Total No. of

objections

No. disposed

of during the

month

No. pending

at the close

of the month

Initial of the

head of

office

1 2 3 4 5 6 7

Inspection reports

(c) During the course of local inspection, the Audit staff will be issuing ‘memos’ calling for

information on various points. The departmental officers should ensure that the

particulars given in reply to such memos are correct with reference to the records. For

this the Head of the Office should make necessary arrangements to see that the

replies to audit memos are furnished only after approval by proper authority. Further,

before finalising the inspection report the Audit Officer should discuss the more

important irregularities noticed during the course of Audit with the Head of the Office.

The Head of the Office should see that all relevant materials are made available to

Audit. He should initiate action to rectify irregularities, defects, omissions, etc., which

came to light during the course of audit without waiting for the receipt of the inspection

report.

The first replies to inspection reports should be sent within four weeks from the date of

receipt of the inspection report. The first replies should not be delayed on any

account. In respect of those particular paras for which final replies could not be

furnished to the Accountant General within the time limit, an interim reply should be

given indicating the action taken to rectify the defects pointed out. Here again the

Head of the Office should ensure that the replies are factually correct and that proper

steps are taken to avoid recurrence of such defects.

*Note: — Audit observations and inspection reports or copies of extracts thereof received

from audit should not be passed on to private parties.

*Addition

[C.S.No.5/82.G.O.

(P) 308/82/Fin., dt

19-6-1982.]

*(d) In order to watch the receipt of Inspection Reports and also to ensure that first replies

are sent within the prescribed time limit and the final replies as expeditiously as

possible the following instructions should be adhered to:—

(i) A register in Kerala Financial Code Form 4-B, Kerala Financial Code, Vol. II should be

maintained in every office to note the details of the pending Inspection Reports and

paras.

(ii) Details of all Inspection Reports and outstanding paras should be entered in the register

with the help of half -yearly statements received from the Accountant General.

(iii) This register should be inspected by the Head of Office or an Officer authorised in this

behalf atleast once in a month and instructions issued for the speedy clearance of the

outstanding paras wherever necessary.

64. The Head of the Office should ensure that where a particular type of payment has been

objected to by Audit, a similar payment is not made thereafter before the audit objection is

finally cleared.

65. An administrative authority should not ordinarily consider any representation or protest

against a recovery ordered by the Accountant General unless the representation or protest is

received within three months from the date when the Government servant making the

representation received the first intimation of the order.

66. It is the duty of every officer to see to the prompt adjustment of advances outstanding against

him in the books of the Accountant General. Each Head of Office will maintain a Register in

Form 5 for all special advances drawn by him.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [31

CHAPTER IV

ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS

AND RECOVERIES FROM THEM

(i) INTRODUCTORY

Scope of the Chapter

67. The scales of pay for the various services and posts under the Government are

generally fixed by the statutory rules governing the conditions of service relating to those

services or posts respectively. The scale of pay for a post which has not been included

in any service is generally fixed by a contract made with the person appointed to the

post or by an executive order issued by the competent authority which creates the post.

The salaries of certain posts are, however, specially fixed either by the Constitution of

India and the orders and directions issued under it or by an Act of the Kerala

Legislature. The Kerala Service Rules contain the general rules which govern the pay,

increments, additional pay, allowances including travelling allowances and leave salary

of Government servants, subject to any special provisions contained in any order of

appointment to a post under a contract or in the respective Service Rules. The forms in

which bills for drawing the pay and other emoluments due to Government servants

should be prepared, the persons who should sign and present them at the treasury and

the duties of Treasury Officers in regard to such bills are prescribed in the rules in Part V

of the Kerala Treasury Code. This chapter contains the financial rules relating to the

creation of additional posts or establishments, the claims of Government servants, the

recoveries to be made from pay and allowances and other cognate matters.

Powers of Government to create and abolish posts

68. The Government have power to create or abolish any post in connection with the affairs

of the State except those posts coming under an ‘All India Service’. Under Article 312 (I)

of the Constitution of India read with Section 3 of the all India Services Act, 1951

(No. LXI of 1951) the power to make rules to regulate the recruitment and the conditions

of service of persons appointed to an ‘All India Service’ rests with the Central

Government. The number and character of posts included in an ‘All India Service’ are

determined by the Central Government in consultation with the States and are filled by

persons appointed by the Central Government. Any alteration in the number or

character of such posts can also be made only by the Central Government.

(ii) ESTABLISHMENT

Powers of subordinate authority to sanction additional

establishments

69. (a) No authority subordinate to the Government may sanction the creation of any

additional establishment, permanent or temporary except to the extent and

subject to the conditions mentioned in the Book of Financial Powers. The

delegation specified there are subject to the General conditions -

(1) that either a sufficient specific appropriation for the expenditure involved

already exists or provision can be made for it by reappropriation by the

sanctioning authority under its own powers without reference to the

Government, and

(2) that the provisions of the Kerala Service Rules are observed in fixing the

pay of the persons appointed to hold the posts created under the

delegated powers.

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 32

(b) An order sanctioning a temporary establishment should invariably specify the

period for which it is sanctioned. It should also specify the date from which the

sanction for a temporary establishment will take effect. If no date is specified,

the sanction will take effect from the date of actual employment of the staff or

of the Head of the staff.

(c) When a person is appointed substantively to a post in a class or grade of

appointments in an establishment over and above its sanctioned strength without

at the same time increasing the sanctioned number of posts in the class or grade,

the officer so appointed is termed a ‘Supernumerary’ in that class or grade. Such

an appointment may be sanctioned by the Government, when owing to reduction

in an establishment or for any other reasons, they consider it necessary to retain

the services of an officer without adding to the permanent strength of the

establishment. When such an appointment is sanctioned, it shall be the duty of the

Head of the Department or office to absorb in the first vacancy, permanent or

acting, that occurs in the class or grade after the appointment of the

supernumerary and no vacancy occurring in that class or grade shall be filled up

until all the existing supernumerary officers are absorbed. Supernumeraries

should not be shown as belonging to a separate class by themselves, but should

be shown as a belonging to the particular class or grade to which each of them

belongs, along with the other incumbents, constituting that class or grade.

Note:— For the purpose of this rule, all the non-gazetted ministerial officers of an office or

establishment shall be treated as belonging to a single class and similarly all the last

grade Government servants.

In making appointments of ‘supernumeraries’ the following principles should

be generally followed:-

(i) A supernumerary post is normally created to accommodate the

lien of an Officer, who in the opinion of the authority competent

to create such a post is entitled to hold a lien against a regular

permanent post but who, due to non-availability of a regular

permanent post, cannot have his lien against such a post.

(ii) It is normally a shadow post i.e., no duties are attached to such

a post. The officer, whose lien is maintained against such a post,

generally performs duties in some other vacant temporary or

permanent post.

(iii) It can be created only if another vacant permanent or temporary

post is available to provide work for the person whose lien is

retained by the creation of the supernumerary post. In other

words, it should not be created in circumstances which, at the

time of the creation of the post or thereafter, would lead to an

excess of the working strength.

(iv) It is always a permanent post. Since, however, it is a post

created for accommodating a permanent officer till he is

absorbed in a regular permanent posts, it should not be created

for an indefinite period as other permanent posts are, but should

normally be created, for a definite and fixed period sufficient for

the purpose in view.

(v) It is personal to the officer for whom it is created and no other officer

can be appointed against such a post. It stands abolished as soon

as the officer for whom it was created vacates it on account of

retirement or confirmation in another regular permanent post or for

any other reason. In other words, no officiating arrangements can be

made against such a post. Since a supernumerary post is not a

working post, the number of working posts in a cadre will continue to

be regulated in a manner that, if a permanent incumbent of one of

the regular posts returns to the cadre and all the posts are manned

one of the officers of the cadre will have to make room for him. He

should not be shown against a supernumerary post.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 33

(vi) No extra financial commitment is involved in the creation of such

posts in the shape of increased pay and allowances, pensionary

benefits, etc.

(vii) Heads of Departments should maintain a record of the

supernumerary posts, the particulars of the individuals who hold

liens against them and the progressive abolition of such posts as

and when the holders of the posts retire or are absorbed in

regular permanent posts for the purpose of verification of service

for pension.

Additions to establishment or increase in the emoluments of existing

posts

70. The Head of the Department or other authority concerned should scrutinize with the

greatest care every proposal for an addition to an establishment, whether permanent or

temporary, or for an increase in the emoluments of an existing post. He should examine,

the financial implications thoroughly and should not submit the proposal to the

Government unless he is satisfied that it is essential.

In connection with every proposal for alteration in an establishment, it should be

considered whether a claim for pension will arise in consequence of the proposed

alteration, and a certificate should be furnished that this has been done.

PRINCIPLES TO BE OBSERVED IN PUTTING UP A PROPOSAL FOR

ADDITIONS OR

ALTERATIONS IN THE ESTABLISHMENT OF AN OFFICE

A. Scales of pay for new posts

71. The scale of pay proposed for a new post, whether temporary or permanent, should be

the time-scale as that already in force for posts of the same class or category except

when a different time-scale has been fixed for temporary posts in a particular

department or when temporary posts in a particular department are generally

sanctioned on the minima of the scales of the corresponding permanent posts. When

the new post to be created will form an addition to a cadre which is divided into grades,

the pay of the post should ordinarily be that of the lowest grade ; if a higher rate of pay is

proposed, the special reasons for proposing the higher rate should invariably be stated.

If there is no post in existence similar to the one proposed, the following principles

should be observed in proposing a rate of pay for the new posts:—

(i) if the post is to be filled by a person not already in Government service, the

pay proposed should be the minimum necessary to secure the servi ce of a

person capable of discharging efficiently the duties of the post;

(ii) if the post is to be filled by a person, who is already a Government servant,

the pay proposed should be appropriate with reference to the nature and

responsibility of the work to be done and the existing pay of Government

servants whose status is such that they are considered likely to be suitable

for selection for the post.

B. Details to be furnished with establishment proposals

(a) Every proposal to add to or to make a change in an existing establishment

should be explained fully in the communication addressed to the authority

competent to sanction the proposal.

The following information should invariably be furnished therein:—

(i) the reasons for considering the addition or the change proposed

to be necessary;

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 34

(ii) the present cost either of the section or sections affected (See

Article 74 below) or of the total establishment as the

circumstances may require ;

(iii) the corresponding cost after revision;

(iv) the extra cost involved ;

(v) the number and date of the latest order. Sanctioning and

addition to or a change in the existing establishment ;

(vi) the increase or decrease in cost against each post or class or

category of posts affected;

(vii) in the case of a temporary establishment the period for which it

is proposed that it should continue ;

(viii) when the pay of any post, existing or proposed, rises from a

minimum to a maximum by periodical increments the average

monthly cost based on the formula laid down in the Kerala

Service Rules; and

(ix) the details of the number and pay of the posts, if any, which it is

proposed to add to the establishment and of the number and

pay of the posts, if any, of which it is proposed to change the

conditions.

Note 1:—Government servants borne on a State cadre, e. g., Investigators in the

Department of Statistics and the Clerks and Sub Registrars of the Registration

Department, constitute separate establishments by themselves, and whenever

any increase or decrease of their establishments is proposed the proposal

should be for that class of officers only and for the whole State without the

specification of any other class of establishment in any particular district. The

same procedure should be followed in regard to Gazetted Officers.

Note 2 :— In determining the extra cost, allowances whether fixed or variable should be

included. The estimated extra cost due to variable allowances cannot be

exact but it should be as accurate as possible.

(b) When a scheme involves any alteration of the number of character of posts

relating to the All India Services and consequently the sanction of the

President is necessary for a part of the scheme, the proposal submitted to the

Central Government should contain full details of such items and of any other

part of the schemes so connected with them. Unless it is explained, it will be

difficult for the Central Government to decide whether to accord their sanction

or not. Details of the remaining parts of the scheme need not be furnished.

Variation in sanctioned pay of a post

72. The Head of a Department or Office is not at liberty to re-adjust the pay of a

Government servant by giving one person more and another less than the sanctioned

pay of his post. But in the case of departments or establishments divided into classes or

grades an excess appointment made in a lower class or grade against vacancy left

unfilled in a higher class or grade is permissible, provided the duties of the appointment

in respect of which such arrangements are made are the same or similar. The liberty

must not be used however for the purpose of increasing the numerical strength of an

office, and for each vacancy in a higher class or grade, only one extra appointment in a

lower class or grade is admissible.

Note:— This rule is applicable to ministerial establishment also.

Special rules regarding temporary establishments

73. The following additional rules should be observed as regards temporary

establishments:-

(i) When pay in excess of the rate of the lowest appointment or grade in the

establishment to which the extra appointment is added, is sanctioned, the

special rate thus sanctioned shall be drawn by the person who actually does

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 35

the work for which the temporary addition is made to the establishment and by

no one else.

(ii) If the officer holding a permanent appointment is deputed to hold such a

temporary post, his emoluments shall be regulated under the Service Rules.

(iii) The sanction to a temporary appointment or establishment should specify the

period for which it is sanctioned. In cases where this is not feasible, the

sanction has to be renewed every six months. The term for which an

appointment or establishment is sanctioned should not be spread over several

broken periods.

(iv) No temporary establishment should be continued in anticipation of sanction.

Should there be a need for renewal of sanction, application should be

submitted so as to reach Government sufficiently early to enable them to pass

orders before the sanctioned period expires. Officers who did not dispense

with the temporary establishments on the dates on which the sanction expires

will render themselves personally liable for the expenditure involved.

Distribution of non-gazetted establishments into Sections

74. For the purposes of audit and the preparation of pay bills, the Accountant General

divides a non-gazetted establishment, when necessary, into sections in consultation

with the Head of the Department or of the office on the following principles:-

(a) The division should be uniform throughout the State for the same classes of

establishments.

(b) Ordinarily an office or establishment containing not more than 12 clerks

should form a single Section; larger offices will comprise two or

(c) The distribution in the latter case should follow the more. actual working

arrangements of the office, e.g., the Government Press establishment is

divided into General, Reading, Machine, Binding, etc. Sections. Sometimes,

for the sake of convenience, the Sections are numbered in numerical order

as Section No. 1, Section No. 2, Section No. 3, etc.

(d) In large offices where members of the ministerial services are arranged by classes

and grades such as Superintendent, Upper Division Clerk and Lower Division

Clerk, each class or grade may form a separate Section.

(e) Petty and numerous establishments are often best distributed according to the

taluks, e.g., the pay of all Village staff in one taluk may be drawn in one bill.

(f) Clerks, Teachers, etc., should not except in small establishments be combined

with Last Grade Government Servants. The latter should, when their number is

not very small form a separate Section or Sections.

Note 1:—Parts of an establishment under the same Head of an Office which are charged

for under different Major Heads should be treated as separate establishments.

Note 2:—The Accountant General issues from time to time a list of the Sections fixed by

him for each office and the entries in pay bills, absentee statements and other similar

documents should be made in accordance with the Sections so prescribed.

Claims of Government servants –

Due date for payment of pay, allowances, etc

*75. (a) Pay, leave salary, and other monthly recurring payments become due for

payment only on the expiry of the month to which they relate, and except

where otherwise provided in clauses (b) to (d) below, should not be paid

before the first working day of the next month.

* Substitution [C.S

No.10/77G.O.(P)

422/77/Fin.,dated

29-10-1977]

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 36

**(b) (i) The salary of Government employees, including full time and parttime

contingent employees and work establishment staff for a month will be

disbursed during the first three working days of the succeeding month

according to the schedule given below. *** "Provided that Government may,

by order, postpone the disbursement of salaries in respect of the months of

February and March, 2002, to any date of the succeeding months, as may be

specified therein."

**Substitution [C.S

No.3/85 G.O.(P)

449/85/Fin.,dated

6-8-1985]

*** Insertion [CS

No.1/2002 G.O.(P)

123/2002/Fin.

Dated 28.2.02

w.e.f. 16.1.02]

SCHEDULE

PART A

List of Departments, the bills/cheques relating to which are

encashable on the first +working day of a month

1. Land Revenue

2. State Excise

3. Vehicle Tax

4. Sales Tax and Agricultural Income Tax

5. Other Taxes and Duties - Chief Electrical Inspectorate

6. Stamps

7. Registration

8. State Legislature

9. Elections

10. General Administration - (Governor’s Secretariat, Council of Ministers,

Government Secretariat and attached offices, Public Service Commission,

Board of Revenue, District Administration Collectorates and Revenue

Divisional Offices and Taluk Offices, Department of Treasuries, Local Fund

Audit Department, etc. )

11. Administration of Justice

12. Jails

13. Police and Fire Service

14. Stationery and Printing

15. Insurance, National Savings and Hindu Religious and Charitable Endowments

16. All Cheque-drawing departments -(Public Works Department, Public Health

Engineering Department, National Highways, Forest Department, etc.)

17. Harijan Welfare

18. Municipalities

19. State Water Transport.

@ Note:- The pay bills of non Gazetted establishment of the “Administrative Secretariat”

#and Legislature Secretariat in the Government Secretariat except for the month of

March, will be encashed two days prior to the Pay day prescribed in the above

Schedule.

**Substitution [C.S

No.3/85 G.O.(P)

449/85/Fin.,dated

6-8-1985]

@ [Insertion CS

No 6/87 G.O.(P)

746/87/Fin.,dated

18-9-1987]

#[Insertion CSNo

5/93 G.O.(P)

421/93/Fin.,

dated10-8-1993.]

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 37

PART B

List of Departments, the bills/cheques relating to which are

encashable on the *second working day of a month

Substitution

[C.S.No.3/85

G.O.(P)

449/85/Fin., dated

6-8-1985.]

1. Education (University Education, Technical Education, General Education

including private colleges and aided schools and private

polytechnics)

2. Medical and Public Health including Family Welfare

*PART C

List of Departments, the bills/cheques relating to which are encashable on

the

*third working day of a month

*Substitution

[C.S.No.3/85

G.O.(P)

449/85/Fin., dated

6-8-1985.]

1. Agriculture

2. Fisheries

3. Animal Husbandry

4. Co-operation

5. Industries

6. Scientific Departments

7. Community Development Projects, National Extension Service and Local

Development Works

8. Labour and Employment

9. Rural development

10. Statistics

11. Ports and Pilotage

12. Civil Supplies Department

13. Diary Development Department

14. All other Departments not specified in parts ‘A’ and ‘B’

*Note :- The date of presentation of the Pay Bills/Cheques at the treasury shall be three

working days prior to the date specified in the above schedule for each department

*Substitution

[C.S.No. 3/85

G.O.(P)449/85/Fin.,

dated 6-8-1985]

# (b) (ii) In the case of pensioners, the pension due for a month will be disbursed

during the three working days succeeding the three days fixed for

payment of salary to Government employees. But at the pension

payment Sub Treasury , Trivandrum, Pension will be disbursed from the

first working day of the month.

#Substitution

[C.S.No.5/86

G.O.(P)

No.744/86/Fin.,

dated 20/10/1986]

+(c) The payment due for a part of a month should ordinarily be made at once

without waiting till the end of the month in the following circumstances:—

+Substitution

[C.S.No.3/85

G.O.(P)449/ 85/Fin.

dated 6-8-1985]

(i) When a Government servant proceeds out of India on

deputation, leave or vacation;

(ii) **When a Government servant is transferred, the transfer

involving change of drawing and disbursing officer;

**Substitution

[C.S.No.6/85

G.O.(P)472/85/Fin.,

dated 23/08/1985]

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 38

(iii) When a Government servant is promoted from a non-gazetted to

a gazetted post or reverted from a gazetted to non-gazetted

post in circumstances involving a transfer from one office to

another;

(iv) When a Government servant finally quits the service of the

Government or is transferred to foreign service;

(v) When an officer without a substantive appointment holding a

temporary post is relieved of his duties in the temporary post;

(vi) When a portion of the civil pension is commuted, in which case

the amount of the unreduced pension due up to the day

preceding that on which the commutation takes effect should be

paid along with the commuted value of the portion commuted.

Note:— When it is permissible for a Government servant to draw his emoluments upto the

date of transfer under sub-clause. (ii) of clause (d) of this article, but he does not

do so, he may draw his emoluments for the whole month together but the

allocation of the charge between the old and the new appointments should always

be clearly specified in the bills.

*(d) A month’s leave salary (as defined in Rule 12 K.S. Rs.) will be paid in advance to

Government employees proceeding on leave subject to the following conditions:—

*Substitution

[C.S.No. 3/85

G.O.

(P)449/85/Fin.,

dated 6-8-1985.]

1. No advance may be granted when the leave taken is for less than a

month /30 days.

2. The amount of the advance should be restricted to the net amount of

leave salary for the first month of leave that is clearly admissible to the

Government employee after deduction on account of Income-tax,

Provident Fund, House Rent, repayment of advances, etc., so that

there is no financial risk involved.

3. The advance should be adjusted in full in the leave salary bill in

respect of the leave availed of. In cases where the advances cannot

be so adjusted in full, the balance will be recovered from the next

payment of pay or/and leave salary.

4. The advance may be sanctioned by the Head of the Office or by any other

subordinate officer to whom the power may be specially delegated, both in

the case of gazetted and non-gazetted officers.

5. Officers who are Heads of Offices may sanction the advance to

themselves.

6. The advances in respect of temporary Government servants will be

sanctioned subject to the furnishing by them of the surety of a permanent

Government Servant.

7. The amount of advance will be debited to the Head of Account to which

the pay etc., of the Government Servant is debited and the adjustment of

the advance will be watched through objection book by the Accounts

Officer concerned.

8. The advances under these orders shall be sanctioned in whole rupees.

Signing and presentation of pay bills

**76. (a) Drawing Officers should sign pay bills only on a date reasonably in advance of

the date of presentation at the treasury, so that supplemental adjustments on

account of subsequent changes could be minimised.

**[Substitution

C.S.No.10/77

G.O.(P)422/77/Fin.,

dated 29/10/1977]

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 39

(b) Bills/cheques relating to pay and allowances should be presented at the

treasury three working days in advance of the day fixed for their encashment

in Article 75 (b) (i). Bills/cheques presented otherwise than in accordance with

this schedule will be encashed only after the expiry of the month

Note:— If a claim included in a bill, relating to the last few days of a month, is

found/rendered inadmissible after the bill has been presented at the treasury,

the excess payment on this account should be recovered by short-drawal in the

bill of the succeeding month.

(c) Pensioners drawing a monthly pension of not less than Rs. 200, who have

been allowed the facility of encashing their pension bills through the Treasury

Savings Bank, should present their bills on the last two working days of the

month, so that these could be scrutinised and credit afforded to their accounts

on the first working day of the succeeding month.

Drawal of pay above an efficiency bar

77. When a Government servant’s pay is determined by a time scale with an efficiency bar

at a certain stage, he cannot draw pay at a rate above that stage, until the authority

competent to permit him to pass the bar has signed a declaration to the effect that his

character and efficiency are such that he is fit to pass it. Sanctioning authorities should

not treat this declaration as a mere matter of form and should sign it only when satisfied

after a careful scrutiny of the relevant facts and information that the Government Servant

concerned is really fit to pass the bar.

Drawal of an increment in pay

78. The drawing officer will draw the increments of Non-gazetted Government Servants as

and when they fall due after making a note in red ink against the relevant claim in the

pay bill, “Increment raising pay to Rs....................................................... with effect

from...........................................authorised and noted in the Service Book”.

A ‘Register of Increments’ will be maintained by the drawing officer, in Form 9 A

in which the authorisation of increments will be recorded by him with corresponding

entries in the Service Book.

The service reckoning for increment of each Governm ent Servant should be reviewed every

time an increment accrues and in cases where it is specifically withheld/where an efficiency

bar operates/where the passing of departmental examination or satisfactory completion of

probation is involved/where broken periods of service is to be reckoned, it should be granted

only under the sanction of competent authority. The number and date of sanction should be

noted in the Service Book/Register of increments in all such cases specifying that the officers

concerned have passed the departmental examination, completed the period of probation

satisfactorily are fit to cross the efficiency bar, etc., for earning the increments. A copy of the

order should be attached to the pay bill in each case.

Note:—In the case of non gazetted executive officers, the officer who draws and

disburses their pay and in cases - where the bills require countersignature of a

superior official, the officer who countersigns for recording the necessary

entries in the bills and the Service Books.

79. The Audit Officer authorise payment of increments to gazetted officers as they fall due,

in the absence of instructions to the contrary from the authorities competent to withhold

increments after ensuring that the officers concerned have passed the departmental

examination and completed the period of probation satisfactorily if such conditions have

been prescribed for such departments for the purpose of earning increments—See also

relevant provisions in the Service Rules.

Pay due in India to Persons not in India

80. When any pay is due in India to a Government Officer who is absent from India, he

should make his own arrangements to receive it in India.

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 40

Reports of transfer of charge of Gazetted Government Officers

81. (a) *Every transfer of charge of a Gazetted Officer should be reported by the

concerned officer by post on the same day to the Accountant General and by

the controlling officer to any other authority duly specified for this purpose in

the relevant departmental code or Manual or elsewhere in Form 7. As a

general rule, the reports of the transfer of charge should be signed both by the

relieved and relieving officers. District Officers and the Heads of the

Departments should also send copies of their reports to the Chief Secretary to

Government on the same day. An acknowledgement of the permanent

advance in Form 8 should also be sent by the relieving officer on the same

day, to the Accountant General . A copy of the report of the transfer of charge

should be sent simultaneously to the Treasury Officers concerned and the

copies of the report sent to the Accountant General and the Head of the

Department or other authority specified in the departmental Code or Manual

should contain an endorsement to this effect.

*[Substitution

C.S.No. 5/95

G.O.(P)

No.1003/95/Fin.,

dated 11-12-1995.]

Note 1:—If the charge reports are jointly signed by the relieved and relieving officers

countersignature by a superior authority is not necessary.

Note 2:—In cases where the charge reports cannot be signed conjointly by the relieved

and the relieving officers due to administrative difficulties the

countersignature of the superior authority should be incorporated in the

charge reports before they are communicated to Audit. The Heads of

Offices will be the authority competent to countersign the charge reports of

the Gazetted Officers working under them. The charge reports of Heads of

Offices will be countersigned by their immediate Gazetted Superior Officers.

Exception:— The charge reports of Heads of the Departments listed in Appendix II,

Kerala Service Rules and of District Collectors do not require counter

signature. Counter signature by the superior authority is not required in the

following cases also:—

(i) Where a Gazetted Officer assumes charges of a newly created post

or vacant post or relinquishes charge of a post which has been

abolished and

(ii) Where a Gazetted Officer vacates a post for a short period and no

formal appointment or officiating arrangement is made in his

place.

Note 3:—# When the Reports of Transfer of charges are signed conjointly by the

relieving and relieved officers, each of them should forward separate copy of

Report of Transfer of charge to the Accountant General (A&E) with the duly

filled up covering letter on the facing page of the reports of Transfer of

Charge.

#[Substitution

C.S.No. 2/95

G.O.(P)

No.268/95/Fin.,

dated 28-3-1995.]

(b) Whenever the transfer of a divisional, sub-divisional or other executive charge

in Public Works Department is prolonged so that two Government Officers

become entitled to draw pay and allowances simultaneously for the same

appointment, the Superintending Engineer should inform the Accountant

General whether the time taken for the transfer of charge is reasonable, and

whether the relieving officer should be treated as having been on duty for the

full period. If the Superintending Engineer considers that the time taken in

making over and receiving charge in a particular case was excessive, the

relieving officer should be treated as if he had been on joining time or on

leave as the case may be for so much of the time as is held to be in excess of

the time reasonably necessary.

(c) Every officer who is responsible for the adjustment of advances, and who is

transferred to another office before fully accounting for the amounts

outstanding against him should leave for the information and guidance of his

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 41

successor a memorandum clearly explaining the state of accounts of each

item of advance and noting the action to be taken for adjusting the

outstanding amounts within the time allowed by the sanctioning authority. If he

does not do so, his responsibility will not cease and his successor may not be

held responsible in respect of the items not brought to the latter’s notice.

A statement of unadjusted advances and unremedied objections

should be given by the relieved to the relieving officer in the prescribed forms

and a copy of the same attached to the charge report submitted to the

Accountant General.

(d) In cases in which the transfer of charge involves assumption of responsibility

for cash, stores, etc., the following instructions should be observed:—

(i) The cash book or imprest account or the permanent advance should

be closed on the date of transfer and a note recorded in it over the

signature of both the relieved and relieving officers, showing the

cash and imprest or permanent advance balances, and the number

of unused cheques, if any, made over and received in transfer by

them respectively.

(ii) The relieving officer in reporting that the transfer has been

completed should bring to notice anything irregular or objectionable

in the conduct of business that may have come officially to his

notice. He should examine the accounts, count the cash, inspect the

stores, count, weigh and measure certain selected articles in order

to test accuracy of the returns. He should also describe the state of

the account records.

(iii) In the case of any sudden casuality occurring or any emergent

necessity arising for an officer to quit his charge, the next senior

officer of the department present will take charge. When the person

who takes charge is not a Gazetted Officer, he must at once report

the circumstances to his nearest departmental superior and obtain

orders as to the cash in hand, if any.

Specimen signatures required by the Accountant General

82. Two specimen signatures of every Gazetted Officer who desires to draw his leave salary

or other allowances in another State should be forwarded to the Accountant General

along with the report of transfer of charge for despatch to the Accountant General

within whose jurisdiction the payments are to be made so that the signatures on the bills

may be verified.

Pay, etc., due to a deceased Governme nt servant

83. (a) Pay, leave salary and other emoluments can be drawn for the day of a

Government servant’s death; the hour at which the death takes place does

not affect the claim.

(b) Pay, etc., due to and claimed on behalf of a deceased Government servant

may be paid without the production of the usual legal authority:—

(i) if the gross amount of the claim does not exceed [*Rs. 5,000] under

orders of the Head of the Office, in which the Government servant was

employed at the time of his death provided that the Head of the Office

is otherwise satisfied about the right and title of the claimant; and

(ii) if the gross amount of the claim exceeds [*Rs. 5,000] under orders of

the Government on execution of an indemnity bond (Form 9) duly

stamped for the gross amount due for payment, with such sureties as

may be deemed necessary :

* [Substitution

C.S.No.5/78

G.O.(P)607/78/Fin.,

dated 7-8-1978]

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 42

Provided that the authority mentioned in sub-clause (i) above may, subject to the

condition prescribed in that sub-clause, make anticipatory payment of an amount not

exceeding Rs. 2,500.

The sureties proposed for the purpose of joining in any such bond should not

be accepted unless satisfactory proof is given of their financial stability to meet the

obligation to be undertaken.

If there is any doubt as to the claimants’ legal right to the amount, payment should be

made only to the person who produces legal authority.

Note 1:—Normally there should be two sureties both of known financial ability, unless

the gross amount of the claim is less than *Rs7,500 in which case the

authority accepting the indemnity bond in Form No 9 for and on behalf of the

Governor should decide, on the merits of each case, whether to accept only

one surety instead of two.

Note 2:—The claimant as well as the sureties executing the indemnity bond should

have attained majority so that the bond may have legal effect or force.

Note 3:—The Death-cum-retirement gratuity and the arrears of pension due to a

deceased Government servant or a deceased pensioner, as the case may be,

will be payable in accordance with the provisions contained in Rules 114, 115

and 139 of Part III of the Kerala Service Rules.

[Substitution

C.S.No. 5/78

G.O(P) 607/78/Fin.

dated 7-8-1978]

Pay due to a Government servant whose whereabouts are unknown

84. Pay, etc., due to a Government servant whose whereabouts are unknown should not be

paid till a presumption of his death is shown to be justified under Section 108 of the

Indian Evidence Act, 1872 (India Act I of 1872). Action may then be taken as described

in article 83 (b) on the assumption that he is dead if anyone claims the undisbursed

pay, etc., in the capacity of legal heir of the Government servant.

(iii) TRAVELLING ALLOWANCE BILLS

85. (a) The Travelling Allowance Bills of Gazetted Officers requiring countersignature

by Controlling Officers should be countersigned by them before they are paid.

Note 1:— The Travelling Allowance Bills of the following officers do not require

countersignature:—

(i) Ministers;

(ii) Chairman, Public Service Commission;

(iii) Judges of the High Court;

(iv) *Speaker and Deputy Speaker, Legislative Assembly;

(v) Chief Secretary;

(vi) Members of the Board of Revenue;

(vii) Secretaries to Government, Additional Secretaries and Joint

Secretaries to Government ;

(viii) District Collectors;

(ix) Heads of the Departments on Rs. 1050-1550 and above; and

(x) **Vice-Chairman, State Planning Board.

*[Substitution

C.S.No.4/78

G.O.(P)557/78/Fin.,

dated 30th June

1978.]

**[Addition

C.S.No.3/79

G.O.(P)521/79/Fin.,

dated 7-6-1979.]

Note 2:— The Private Secretaries to the Chief Minister and other Ministers may

present their Travelling Allowance Bills without countersignature, but with a

certificate from the Minister Concerned regarding the fact of duty.

(b) The Travelling Allowance Bills of honorary officers such as non-official members

and members of the Legislative Assembly serving in committees, etc., should not

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 43

be cashed unless the bills are countersigned by the Controlling Officer and the

responsibility for recovering excess payments, if any, rests with the Controlling

Officer.

The bills on account of Travelling Allowance of Members of the Legislative

Assembly for attending the Assembly Session and meetings of the committees

constituted by the Legislature may be paid without pre-audit, the responsibility for

recovering excess payments, if any, resting with the Controlling Officers. The

Controlling Officer may, however, forward the first Travelling Allowance Bills of

M.L.As. after the general election or by-election to the Assembly, as the case may

be, to the Accountant General for preliminary scrutiny of the claims before

countersignature, when considered necessary.

(c) In the case of clerks and other members of the subordinate staff accompanying an

officer on tour or for other authorised journeys a bill should be prepared for the

travelling allowance due to them immediately after the close of each month and

cashed at the treasury in which the pay bill of the establishment is cashed, on the

receipt of the Head of the Office, after countersignature by the Controlling

Authority if the former is not himself the Controlling Officer.

(d) @A separate check register should be maintained in the office of every authority

who is authorised to countersign Travelling Allowance Bills of Government

servants under him and also by officers who are their own controlling officers and

whose bills do not require countersignature in Form No. 9B to guard agains t cases

of double payment of Travelling Allowances. Travelling Allowance Bills should be

entered in this register and when a new bill is received, the entries in the register

should be scrutinised to see that a claim for the same journey has not previously

been preferred.

@[Amendment

C.S.No.3/82

G.O.(P) 178/82/Fin.

dated 13.4.1982]

Railway warrants

86. (a) No one above the rank of Inspectors of Police may use railway warrants when

travelling on duty or on transfer or for escorting prisoners or Government

treasure over the Indian Railways **and Konkan Railways

Separate warrants should be used for contingent and Travelling

Allowance charges. The warrant forms should be clearly stamped showing the

name of the District, Taluk and Police Station and head of classification, viz.,

whether the charge has to be allocated to travelling allowance or to contingencies.

Full particulars of the head of debit of the amount of the warrant viz., Major, Minor

, Sub and detailed heads of account will be prominently noted in red ink on the

railway warrants.

The amount of each warrant should be noted in red ink in the contingent

or travelling allowance register of the Drawing Officer in the same way as

adjustment bills, as expenditure against budget grant. The total amount of

warrants issued during each month relating to contingencies should be noted in

red ink at the foot of the detailed contingent bill and the balance available out of

the budget grant then worked out. In the Contingent Register maintained in the

countersigning office monthly totals of these warrants should also be noted under

the appropriate heads, at the time of countersigning the contingent bill.

**[Insertion

C.S.No.2/99

G.O.(P)2167/99/Fin

., dated 4/11/1999.

Effective from

27-7-1998.]

!(b) [Warrants shall be treated as cash and the cost of Railway Warrants shall be

paid in cash to the Railway authorities, by the concerned unit heads, viz.

Superintendents of Police/!! commisioners of Police] and other controlling

authorities in the Police Department in respect of the Railway Warrants issued

in their respective units to the men and officers as and when coaching

carriage bills and counterfoils are received from the railway authorities.

Further instructions regarding Railway Warrants are contained in Appendix 3.

![Substitution

C.S.No.11/79

G.O.(P)910/79/Fin.,

dated 4-10-1979]

!! Substitution

C.S.No.9/80

G.O.(P)

646/80/Fin., dated

23-9-1980

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 44

Motor warrants

87. In the Police Department, where in the case of Constables and Sub Inspectors travelling

by motor bus, a system of payment of fares to bus companies by the issue of motor

warrants has been introduced; the following procedure should be observed in making

the payment:—

The Inspector General of Police, Deputy Inspector General of Police and the

Superintendent of Police may, by general or special order, authorise their subordinates

to perform journeys in motor buses between places not connected by railway. Bus

warrants for journeys between places connected by railway may be issued when it is in

public interest to do so after noting in the counterfoils reasons for the issue of such

warrant to enable the Controlling Authority, i.e., the Superintendent of Police or the

Inspector General of Police, as the case may be, to satisfy himself of the bona fides of

the issue.

The following procedure should be adopted in regard to the issue of bus

warrants:—

(i) Bus warrants may be issued to all police personnel of and below the rank of

Sub Inspectors including Finger Print Experts of the Finger Print Bureau,

Shorthand Reporters of the Shorthand Bureau and Photographers of the

C.I.D. Unit, in duplicate, by their superiors or by officers in charge of stations

not below the rank of Head Constables. In cases where Superior Officers are

not available to issue bus warrants in time, the Sub Inspector or Head

Constable in charge of stations shall issue bus warrants to self or to Sub

Inspectors or Head Constables of other stations. The name and designation

of the issuing authority as well as the name of the district or unit, should be

noted on the warrants. When issued by a Head Constable, he should sign

under the designation “Head Constable in Charge”. A monthly list of such

self-issued warrants should be attached to the contingent bill in which claims

under these warrants are included. The Drawing Officer will certify that

warrants, as detailed in the list, have been issued for public purposes. The

purpose of the journeys to and fro as well as the head of debit of the charge

should be clearly noted in all warrants. All entries in the warrants will be in ink

and corrections, if any, should be attested by the issuing officer himself. The

counter foils of the bus warrants so issued will be initialled by the issuing

authority. The original will be given to the bus owner and the duplicate will be

attached to the office copy of the Travelling Allowance bill concerned with the

certificate of the motor agent in the space provided therefore in the warrant.

The Controlling Officer will before passing the Travelling Allowance Bills,

ensure that the amount of the bus warrants attached thereto has been

deducted from the total claim. The warrants collected by bus owners during

the course of each month will be sent with a bill in duplicate for payment at the

end of the month to the Drawing Officers noted in Column 2 in the case of

personal in column1.

Unit Drawing Officer

Criminal Investigation Department Inspector General of Police/ Deputy

Inspector of Police

Finger Print Experts Director, Finger Print Bureau

Short Hand Reporters Inspector, Short Hand Bureau

Photographers Administrative Officer, Crime Branch,

Criminal Investigation Department Unit.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 45

District Constabulary, Superintendent of Police concerned

District Armed Reserve

General Armed Reserve Superintendent of Police, Armed Reserve

Police Training School Principal, Police Training School

Constabulary

Railway Police Deputy Inspector General of Police

‘X’ Branch Deputy Inspector General of Police

(ii) One copy of the bus owner’s bill will be attached to contingent bill and presented

to the Treasury for encashment after recording a certificate that the bus warrants

have been duly checked, cancelled and filed in office. The other copy of the bus

owner’s bill and the connected warrants will be retained by the Drawing Officer

along with the office copy of the contingent bill for verification and audit.

The Drawing Officer will record a certificate on each of the original warrants

attached to the office copies of the contingent bills that it has been compared with

the warrant foils (duplicates) attached to the office copies of the Travelling

Allowance Bills. In the warrant foils attached to the office copies of the Travelling

Allowance Bills also it should be recorded that the original warrant has been

received and paid for in bill ..............................dated .............. ................for

Rs..............................and got duly attested by a responsible officer. This will guard

against a second claim being preferred on the same warrant.

(iii) A separate Check Register in the following form will be maintained in the office of

the Drawing Officers. The Register will contain 6 columns—

(1) Date of Bill of the Motor Company.

(2) Name of the Motor Company or the Bus owner with address.

(3) Date of receipt of the bill in the office.

(4) Amount claimed by the company or the Bus owner.

(5) Amount passed by the Superintendent, Deputy Inspector General of

Police or Inspector General of Police or other Drawing Officer, as the

case may be ; and

(6) Remarks—Particulars relating to the amount disallowed, date of

payment, etc.

(iv) The Drawing Officers will draw the amounts due to the bus owners and the Kerala

State Road Transport Corporation on two separate contingent bills, one in respect

of private companies and the other of the Kerala State Road Transport

Corporation. A certificate will be furnished by the Drawing Officer on each

contingent bill that the warrants were issued by persons duly authorised in that

behalf and that in all cases the counterfoils have been verified and attested by the

proper authorities and that the originals and duplicates of the warrants (attached

to the office copies of the Contingent bills and Travelling Allowance bills

respectively) have been compared and the pres cribed certificate recorded on

them. After payment of the amounts, the receipts of the bus owners and the

Kerala State Road Transport Corporation for sums above Rs. 50 will be forwarded

to the Accountant General, those for Rs. 50 and below being retained in the office

of the Drawing Officer duly cancelled.

(v) The accounts of each month should be settled before the close of the succeeding

month and normally there should not be more than one bill for a month in respect

of private companies and another in respect of the Kerala State Road Transport

Corporation in each district. Charges on account of misuse or wrong use of

warrants will be recovered from the officers responsible.

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 46

*87A In the Excise Department, Assistant Excise Commissioners, Circle Inspectors of Excise,

Excise Inspectors, Assistant Excise Inspectors, Preventive Officers and Excise Guards will

be permitted to avail the benefit of Motor warrant under Article 87 when they are required to

travel on official duty.

*[Addition C.S.No.

1/2004 G.O.(P) No.

270/2004/Fin.

dated 9thJune

2004.]

Assistant Excise Commissioners, Circle Inspectors of Excise and Excise Inspectors and in

their absence the officers in charge will be competent to issue Motor Warrants to their

subordinates to perform journeys between places not connected by railway. The procedure

detailed under Article 87 (i) to (v) shall be adopted in issuance of Motor Warrants. The

drawing officers in the case of personnel in the following units are noted against each.

Unit Drawing Officer

Assistant Excise Commissioners Office -- Assistant Excise Commissioner

Office of the Circle Inspector -- Circle Inspector

Range Office -- Excise Inspector

*[This shall be deemed to have come into force w.e.f. 7-9-1999]

*[Addition C.S.No.

1/2004 G.O.(P) No.

270/2004/Fin.

dated 9thJune

2004.]

Advances for travelling expenses for tours

88. When satisfied that it is really necessary, the competent authority as shown in the list

below may grant an advance towards travelling expenses to an officer during a journey

on tour, including any journey for which travelling allowance is admissible as for a

journey on tour (See also Article 100).

The amount advanced, should in no circumstances, exceed the amount of travelling

allowance which the sanctioning authority expects the Government servant to become

entitled for the journey and should also not exceed the sum likely to be required to meet

the Government servant’s personal travelling expenses for a month or for the probable

duration of the tour, whichever is shorter. The advance should be charged to the final

head of expenditure concerned. Advances for meeting travelling expenses for tours may

be drawn as and when journeys have to be performed. But advances so drawn should

be adjusted in full in the final Travelling Allowance bill for the month which should be

drawn before the close of the month following the month in which the journey was

performed failing which further advances for travelling expenses will not be admissible.

Government servants eligible

for the advance

Non-gazetted officers and last grade

servants touring independently or

accompanying an officer

Gazetted officers

Authority competent to sanction the

advance

The Head of Office

The Head of the Department or Gazetted

Officers competent to countersign the

Travelling Allowance Bills to whom

the Heads of the Departments on

Rs. 1050-1550 and above have delegated

this power

Note:- The Head of the Department may sanction advances, to himself under these

rules.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 47

(iv) DEDUCTIONS FROM PAY BILLS OF GOVERNMENT SERVANTS

1. Fund deductions

89. Every Government servant who draws any pay bill should enter in it correctly the

deductions, if any, to be made on account of various Provident Funds. He should carry

out promptly and fully any order received from the Accountant General or any other

Audit Officer of a fund to make a particular deduction or series of deductions.

All Heads of Offices and Disbursing Officers should observe the following procedure in

regard to Provident Fund deductions: —

(i) As soon as a Government servant is admitted to the Provi dent Fund, the

Provident Fund account number allotted to him should be noted on the right

hand top of page 1 of his Service Book with rubber stamp or in red ink.

(ii) When Government servants are transferred from one office to another their

Service Books should be made available to the new office as soon as

possible within one month of the transfer, in any case.

(iii) The Last Pay Certificate (completed in all respects) should be promptly sent

to the new office.

(iv) The head of the new office should verify the account number noted in the Last

Pay Certificate by reference to the Service Book and ensure that the account

number is correct.

(v) A complete list of subscribers to each fund should be maintained in each

disbursing office.

(vi) Each new subscriber should be brought on this list and any subsequent

changes resulting from his transfer or in the rate of subscription, etc., should

be clearly indicated in the list.

(vii) When a subscriber dies, quits service or is transferred to another office, full

particulars should be duly recorded in the list.

(viii) In the case of the transfer of a subscriber to another office, the necessary

note of transfer should be made in the lists of both the offices.

(ix) From this list, the monthly Provident Fund Schedule to be appended to the

pay bills should be prepared and tallied with the recoveries made, before the

submission of the bill to the treasury for payment.

Note:— A certificate to the effect that all persons who had to subscribe compulsorily to

the General Provident Fund under the rules had actually joined the Fund will be

recorded by all Drawing Officers in the Establishment Pay bills for the months

of April and October every year.

2. Deduction on account of income-tax

(a) Every Disbursing Officer who disburses the salary of any Government servant

should make the appropriate deduction of income tax from it at the time of

payment in accordance with the Income tax Act, 1961 (43 of 1961) as

subsequently amended, and the rules and directions contained in the Incometax

Manual and other orders of competent authorities.

(b) Every Government servant who pays any amount to a Government servant on

account of a reward, examiner’s fees, or any similar item not strictly included

under the head of ‘pay and allowances’ should communicate the details to the

Income-tax Officer concerned in a separate letter or memorandum when he

makes the payment.

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 48

3. Deduction of amounts due to Co-operative Societies

Where the Acts under which Co-operative Societies are registered impose a statutory

obligation on Government to make recoveries from the salary of Government servants

on account of dues to such Societies and also provide for the execution of an agreement

by the members in favour of the Societies requiring the employer to make such

recoveries, it shall be obligatory on the part of Drawing and Disbursing Officers

/Treasury Officers to recover such dues. The amount shown in the requisition in writing

received from the Co-operative Societies shall be recovered in accordance with the

following procedure:—

(a) Where the whole or a part of the attachable portion of the salary of the

Government employee concerned is already under attachment, the recoveries

on account of the demands from Co-operative Societies shall be made from

that portion of his salary as is not liable to attachment under the provisions of

the Code of Civil Procedure, 1908.

(b) Where the Government servant draws his own bills, it shall be the duty of the

Head of the Office receiving the requisition from the co-operative society to

send the necessary intimation to the Treasury Officer or other Disbursing

Officer concerned. On receipt of such intimation the Treasury Officer or other

Disbursing Officer shall make recoveries from the salary of the officer and the

amounts thus recovered shall be paid to the Co-operative Society without

undue delay after deducting remittance charges, if any.

(c) In the case of non-gazetted Government servants, on receipt of the requisition

in writing from the Society, it shall be the duty of the Drawing and Disbursing

Officer of the Government servant concerned to make the recoveries in

satisfaction of the requisition. The Drawing and Disbursing Officer shall draw

the gross amount of pay and allowances of the Government servant

concerned, in the usual manner, but should disburse only the net amount after

making recoveries. The amount thus recovered should be paid to the Cooperative

Society concerned without undue delay after deducting the

remittance charges, if any

(d) In cases where the Government servant concerned intentionally allows his

pay to remain undisbursed or undrawn with a view to evading payment on

account of dues to co-operative societies, the administrative head of the

Department concerned should draw the pay of the debtor-employee under

intimation to him, in satisfaction of the requisition received from the cooperative

society and remit the amount to the society, without undue delay,

after deducting the remittance charges, if any.

The amount recovered, in accordance with clauses (a), (b), (c) or (d) above

shall be treated in the account in the same way as salary paid to the

Government servant concerned, the particulars of the requisition received

from the co-operative society being cited in the pay bill or acquittance rolls as

an authority for the charge and the receipt of the co-operative society for the

amounts remitted to it shall be filed with such suitable records as may be kept

by the Disbursing Officer, including a Treasury Officer.

A disbursing officer, even when not located within the territorial limits to which

the Act under which a co-operative society has been registered applies, may

effect recoveries on account of dues of such a co-operative society from the

salary payable to a Government servant :

Provided that such Government servant gives in writing an authorisation to his

disbursing officer to make the recoveries in respect of such dues and the

disbursing officer, before effecting recoveries, ensures that the authorisation

given to him by such Government servant is clear, unambiguous and has not

been revoked.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 49

4. Deduction on account of attachment of pay and allowances by Civil

Courts

(a) The extent to which the emoluments of a Government servant are exempt

from attachment for debt is specified in Section 60 (1) of the Code of Civil

Procedure, 1908 (Central Act V of 1908 ) as subsequently amended. The

following are the relevant provisions of the sections :

*The salary to the extent of first four hundred rupees and two thirds of the

remainder in execution of any decree other than a decree for maintenance.

[Substitution

G.O.(P)621/79/Fin.

dated 19-07-1979.]

* * * * * * * * * *

Provided that, where such salary is the salary of a servant of the Government

...................................and the whole or any part of the portion of such salary

liable to attachment, has been under attachment, whether continuously or

intermittently for a total period of twenty-four months, such portion shall be

exempt from attachment until the expiry of a further period of 12 months and

where such attachment has been made in execution of one and the same

decree shall be finally exempt from attachment in execution of that decree.

(i) One-third of the salary in execution of any decree for maintenance ;

* * * * * * * * * *

(k) All compulsory deposits and other sums in, or derived from, any fund to

which the Provident Funds Act, 1925, for the time being applies, in so far

as they are declared by the said Act not to be liable to attachment;

(l) Any allowance forming part of the emoluments of any servant of the

Government................................................... which the appropriate

Government may, by notification in the official gazette, declare to be

exempt from attachment and any subsistence grant or allowance made to

any such servant.................................................... while under suspension.

Explanation:1:— The particulars mentioned in clauses..............................................

(i) ...............(l) are exempt from the attachment or sale whether before

or after they are actually payable........................................................

Explanation 2:— In clauses.........................................and (i), ‘salary’ means the total

monthly emoluments excluding any allowance declared exempt from

attachment under the provisions of clause (1) derived by a person from his

employment whether on duty or on leave

Explanation 3:— In clause (1) ‘appropriate Government’ means—

(i) as respects any person in the service of the Central Government— the Central

Government.

* * * * * * * * * *

(iii) as respects any other servant of the Government —the State Government.

Note :-The following allowances have been declared by the State Government to

be exempt from attachment by order of a court, namely :-

(i). All kinds of travelling allowances.

(ii). All kinds of conveyance allowances.

(iii). All allowances granted for meeting the cost of—

(a) Uniforms; and

(b) Rations.

CHAP IV] THE KERALA FINANCIAL CODE VOLUME I [ 50

(iv). All allowances granted as compensation for higher cost of living in

localities considered by the Government to be expensive localities

including hill stations.

(v). All house rent allowances.

(vi). All allowances granted to provide relief against the increase in the cost

of living.

(vii). Stipends, and gratuities allowed to pensioners, political pensions and

the fee concession grant allowed to the Managers of schools.

(viii). Portion of dearness allowance treated as pay for purpose of pension,

gratuity, etc.

(ix). All amounts paid by way of reimbursement of medical expenses.

(b) The maximum amount attachable by a Civil Court is calculated on the amount

earned and not on what remains after satisfying any debts due to the

Government on account of advances taken under the rules.

(c) Payments towards postal and other Life Insurance Policies, Pension

Schemes, Annuity Funds, etc., that do not fall within the protection afforded by

the Provident Funds Act, 1925 (Central Act XIX of 1925) but are allowed to be

deducted from the pay bills of Government servants for convenience in

payment should not be excluded from the aggregate amount of salary in

calculating the maximum amount attachable by a Civil Court. Subscriptions

to Provident Funds to which the above Act for the time being applies should

be deducted for the purpose of arriving at the amount available for

attachment.

Explanation :— The maximum amount attachable by a Civil Court is to be

calculated thus:—

If the total gross emoluments earned by the Government servant are represented

by X, the allowances declared to be exempt from attachment under the note below

Article 89 referred to above and any subsistence grant or allowance made to him

while under suspension by Y, and subscriptions to provident funds to which the

Provident Funds Act, 1925 applies by Z, the net amount attachable, if any,

is *(X–Y) – 400 Z

3

*[Substitution

C.S.No.5/79

G.O.(P)

621/79/Fin., dated

19-7-1979.]

Responsibilities of Government servants for recovering amounts

attached by Civil Courts from pay and allowances

(d) When paying a bill for the emoluments of a Gazetted Officer or other

Government servant who draws his pay on a separate bill, the Treasury or

Sub Treasury Officer should recover any amount attached by the order of a

court from emoluments. The responsibility for recovering an amount of this

kind from the emoluments of any Government servant who does not draw his

pay on a separate bill, by making the necessary deductions in the

establishment bill, rests on the Head of the Office. If the Treasury or Sub

Treasury Officer or the Head of the Office, as the case may be, receives a

relevant attachment order from a court sufficiently early before the end of the

month (See Article 76), he should see that the amount attached is deducted

from the bill concerned. Every Treasury Officer, Sub Treasury Officer and

Head of Office should carefully maintain an ‘Attachment Register’ in Form 4A

to enable him to see that proper action is taken on all attachment orders

received from courts.

CHAP IV] ESTABLISHMENTS, CLAIMS OF GOVERNMENT SERVANTS [ 51

5. Hospital stoppages

Government servants may make payments on account of hospital stoppages, due to

Government hospitals either by deduction from their bills for pay and allowances or in

cash.

6. Fines

Fines imposed on subordinates for ordinary neglect of office duty are properly

recoverable by stoppages from pay and consequent short drawal from establishment

pay bills.

+7 Deduction of premium due to the Life Insurance Corporation

of India from the salaries of Government servants

[Addition

C.S.No.10/77

G.O.(P)422/77/Fin.

dated 29-10-1977.]

A Government servant who wishes to avail himself of the Salary Deduction Scheme of

the Life Insurance Corporation of India, should, along with the proposal for insurance,

submit to the Life Insurance Corporation a Letter of Authorisation, in duplicate,

requesting the Drawing Officer to deduct the Premium due to the Corporation from his

salary every month. The Government servant should himself, at the time of proposing

for insurance, remit the first two instalments of the premium direct to

the Corporation. Only the subsequent instalments will be deducted from his salary,

Vide Appendix-II.

CHAP V] CONTINGENT CHARGES [ 52

CHAPTER V

CONTINGENT CHARGES

Definition

90. The term “Contingent charges” or “Contingencies” is applied to the incidental

expenditure, which is necessarily incurred in running an office. The main items are

common to most offices, e.g., expenditure on furniture, books and periodicals, service

postage and telegrams, bicycles, electric current, cleaning charges, customs duty on

imported stores, freight and tour charges. It includes also incidental expenditure which is

required for technical or other special reasons in the working of particular offices and

departments, e.g., expenditure on clothing and other equipments, in such departments

as the Excise, Jail and Police Departments, rewards paid to non-officials, diet and road

money paid to prosecutors and Witnesses, jurors and assessors, law charges, dietary

and medical charges in jails and hospitals, purchase of plant and Machinery and

laboratory equipment in colleges and schools, raw materials for conversion in to

manufactured articles in the jail Department and Government owned factories,

workmen’s wages, purchase of live-stock for the manufacture of sera and vaccines and

similar items. Expenditure incurred on hot weather establishment, labourers engaged in

departments other than the Forest and Public Works Departments on daily or monthly

wages, sweepers (whether whole-time servants or not) in all departments and such

other classes of menials, e.g., dhobies, tailors, gardeners as the Government may from

time to time declare to be ineligible for pension will also be treated as contingent

expenditure.

The contingencies of special officers in the Public Works Department include also

expenditure on the supply of and repairs to tools and plant.

Extent of application of this Chapter

91. The rules in this Chapter apply primarily to contingencies of the kinds mentioned in the

preceding article but expenditure on petty construction and repairs dealt with in chapter

VII and other miscellaneous expenditure dealt with in Chapter VIII are also subject to the

rules of procedure contained in this chapter except in so far as such expenditure is

governed by any special rules.

Authorities competent to sanction contingent expenditure

92. (a) Heads of offices have been empowered to incur or sanction expenditure on

ordinary and recognised contingencies subject to the following conditions:—

(1) The expenditure should be non-recurring, that is, it should not involve any

commitment beyond a single payment unless the authority concerned has

been duly empowered to incur or sanction such recurring expenditure.

Exception 1:— The sanction of the Government is not required for the payment of Municipal

or other local tax, whatever its amount, on Government property, if the tax, has

been assessed by the competent authority and the certificate required in Rule 3

(a) of Article 117 is duly furnished. If the Government servant who receives the

notice ofdemand considers that the assessment is excessive, he should report the

facts at once to his immediate superior with full information as to the time allowed

for filing an appeal against the assessment and grounds on which an appeal could

be based.

Exception 2:— Medical Officers on special duty on occasions of cholera or other emergency

are permitted to engage special duty servants on daily wages on condition that

such servants are not domestic.

Exception 3:— License fee payable under any State or Central Act or any rules made

thereunder can be paid by the Heads of the Office concerned provided that he is

satisfied with the genuineness and correctness of the claim.

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 53

(b) The Head of an Office may delegate his power to incur or sanction

expenditure on contingencies to any Gazetted Government servant serving

under him subject to any further conditions and restrictions which he may

consider necessary in addition to those prescribed by the Government.

Note:— Special rules, restrictions, etc., prescribed by Government regarding individual

items of contingencies are laid down in Appendix 4 and in the Book of

Financial Powers.

When satisfied that it is unavoidably necessary, e.g., during his absence from

headquarters, the Head of the Office or other gazetted Government servant who is

authorised to incur contingent expenditure may permit a responsible non-gazetted

subordinate such as a Head Clerk or Office Manager to incur urgent contingent

expenditure of a specified kind or kinds, up to the specified amount (which should be

small) in anticipation of his sanction. Whenever he does so, he should arrange to

scrutinize as soon as possible all vouchers for contingent expenditure so incurred and

pass them finally for payment. If he disallows any item of charge or part of an item he

should recover the amount disallowed from the payee if he considers it desirable and

finds it possible to do so, and otherwise from the non-gazetted subordinate who incurred

it in anticipation of his sanction.

Government Officers are not entitled to send communications regarding their leave, pay,

transfer, leave allowance and other matters of a personal nature at the expense of the

State.

93. (1) No officer should incur any expenditure on contingencies which involves a

departure from the general and special rules prescribed in this Code or any

expenditure unusual or beyond his powers of sanction unless the Government

have specially sanctioned the expenditure.

(2) Special rules, restrictions etc., prescribed by Government regarding individual

items of contingencies as laid down in Appendix 4 and in the Book of

Financial Powers should be strictly observed.

(3) The total expenditure incurred by the Head of an Office in any financial year

should not exceed either the appropriation placed at his disposal or any limit

fixed for the purpose for that year. The existence of a budget allotment should

not, however, be taken to justify its full utilisation. Heads of Departments and

Offices should see that no expenditure is incurred out of the budget grants

unless really necessary in the interests of public service.

Permanent Advances

94. As a general rule, a Government servant is only permitted to draw money from the

Treasury on presenting a proper voucher prepared in accordance with the rules so as to

show the precise nature of the expenditure, and as a general rule no money may be

drawn from the Treasury until it is required for immediate disbursement . The

permanent advance system is an exception to these general rules. Unforeseen

expenditure often has to be incurred urgently, and it would sometimes be very

inconvenient to postpone such expenditure so as to fulfill the formalities ordinarily

required for drawing money from the Treasury. To enable him to make disbursements

of this kind before drawing the necessary bills, a Government servant may be granted a

permanent advance the amount of which should be limited to what is absolutely

essential to meet his ordinary requirements.

Note:— +In cases of urgency, T.A. advance limited to the actual rail fares/bus

fares (both ways) may be paid out of the Permanent Advance to Non-

Gazetted Government Servants who are required to proceed on official

tours at short notice.

Addition

[C.S.No.2/79

G.O.(P)

No.476/79/Fin.,

dated 17-5-1979].

CHAP V] CONTINGENT CHARGES [ 54

Rules regulating the grant of permanent Advance

95. (a) The permanent advance of a Head of Department has to be fixed and

sanctioned by Government.

(b) Unless the Government directs otherwise, the Head of a Department may

sanction the grant to a Government servant serving under him of a permanent

advance not exceeding the amount which the Accountant-General considers

appropriate.

(c) Every order sanctioning the grant or a revision of the amount of a

permanent advance should be communicated both to the Government

servant concerned and to the Accountant-General.

(d) An application for the initial grant of a permanent advance or for the revision

of the amount of an existing permanent advance should be submitted to the

authority competent to sanction it through the Accountant-General who will

state what amount, if any, he considers appropriate for the advance. If any

difference of opinion arises between the Accountant -General and the Head of

a Department in this connection, the latter should submit the matter for the

orders of the Government.

(e) No permanent advance should be granted unnecessarily and no such

advance should be larger than necessary in view of the obvious subjections to

the retention of money outside the treasury. A permanent advance

sanctioned for the use of the Head of an Office should be so fixed as to meet

the needs of every branch of his office; any amounts required by his

subordinates should be allotted from his advance and acknowledgments

taken from them in a form similar to that in which he furnishes

acknowledgments himself to the Accountant -General.

96. The holder of a permanent advance is responsible for the safe custody of the money

placed in his hands and he must at all times be ready to produce the total amount of the

money in vouchers or in cash. On the 15th April of every year and whenever there is

charge of the incumbent of the post concerned or in the amount of the advance

sanctioned, every Government servant who holds a permanent advance should forward

an acknowledgment to the Accountant-General for the amount of the permanent

advance for which he has to render account. (The acknowledgment should be in Form

No. 8 when there is a change of incumbent and in Form No. 8A in other cases). In the

bill for their pay and allowances for the month of April every year, all officers drawing

their own pay bills should give a certificate that the acknowledgment of permanent

advances as on 31st March of the preceding year has been sent to the Accountant-

General. In case no permanent advance is held by an Officer, a certificate to this effect

should be attached. In the case of officers who are holding sub advances, a certificate

to the effect that the acknowledgment has been given to the officer who is holding the

main advance, should be given in the bill.

He should also record in the bill for his pay and allowances for the month of April (to be

cashed in May) every year a certificate that the acknowledgment has been duly

forwarded to the Accountant General.

Note:—Retrenchments should not under any circumstances, be made good from the

permanent advance pending appeal or further reference as to their validity.

Recoupment of permanent advance

97. At the end of each calendar month and also when in the course of a calendar month, a

transfer of charge takes place or it is found necessary to draw money for contingent

expenses e.g., when the balance of the permanent advance in hand has become

inconveniently small, the cashier should rule a red ink line across the page of the

contingent register or registers maintained in the office, add up the several columns and

post the several totals for the different classes of contingent charges in the bill or bills.

The form of the bill for countersigned and non-countersigned contingencies respectively

and the instructions to be observed in preparing the bills are laid down in the Kerala

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 55

Treasury Code (see Rules 187 and 188 of Part V of the Kerala Treasury Code). The

cashier should then lay the bill with the sub-vouchers and registers before the Head of

the Office or the gazetted Government servant whom the Head of the Office has

authorised to incur contingent expenditure under Article 92 (b) and to sign contingent

bills for him. The Head of the Office or the gazetted Government servant acting for him

should carefully scrutinise the entries, initial each entry in the Contingent Register, if this

has not already been done and sign the bill if it is in order and also the separate

certificates, if any. He should also invariably make suitable entries on the original subvouchers

to show that they have been paid, so that it will be impossible to use them in

support of a second claim and he will be held personally responsible if a second

payment is made in respect of any item on account of his not carrying out this instruction

properly. The cashier will then date and number the bill and present it at the Treasury

for payment.

Note:— In all cases in which sub-vouchers are not required to be submitted to the

Accountant-General or other Controlling Officer, the Drawing Officer should

certify in the bill that sub voucher other than those attached to the bill have

been so cancelled that they cannot be used again.

98. (a) When the permanent advance is running short and a payment which exceeds

the balance of the advance is due to be made the amount of that payment

may be entered in the Contingent Register with the number that the subvoucher

will bear when the payment has been made, and included in the bill.

The payment should be made immediately after the bill is cashed.

(b) In an office in which the charges under several Major heads have to be met

from a single permanent advance, it is not necessary to prepare bills in

respect of those heads under which there has been little expenditure on every

occasion when the permanent advance runs short. The expenditure under

such heads should be totalled and the bills prepared only at the end of the

month in order to begin the following month with the full amount of the

permanent advance, or when there is a transfer of charge so that the relieving

Government servant may send to the Accountant-General his

acknowledgment of having received the whole of the permanent advance in

cash.

Temporary advances for specified purposes

99. When a temporary advance is considered necessary for the purpose of meeting

contingent expenditure of a specified kind or on a specific occasion and it is not covered

by standing sanction given by the Government, an application for sanction should be

submitted to the Government. Occasionally, the Government accord a standing

sanction for the grant of such temporary advances on all occasions of a particular kind.

For example, advances for the transport of opium and gunja, advances to the Inspector-

General of Police for the charges in connection with Railway Warrants, and advances to

the Land Acquisition Officer for the payment of compensation for land acquired under

the Land Acquisition Act. The advance should be adjusted by detailed bills and

vouchers as soon as possible.

Advances for contingent charges to be incurred on tour

+100 When satisfied that it is really necessary, the Head of an office may sanction an advance to

himself or his assistant or deputy to cover contingent charges during a journey or tour. The

amount advanced should not exceed the sum likely to be required to meet contingent

charges such as those for the hire of conveyances or animals for the transport of records,

tents or other Government property for a month or for the probable duration of the tour,

whichever is shorter. For long tours in departmental vehicles, when it may not be possible to

get fuel on credit officers may be provided with advance to meet the cost of fuel to be

purchased by them. Except in the Forest Department no part of any such advance may be

applied to any expenditure of a gazetted Government servant for which his Travelling

Allowance is intended to provide (see also Article 88). The advance should be charged to

the final head of expenditure concerned and should be adjusted by detailed bills and

vouchers as soon as possible.

+Substitution

[C.S.No.13/79

G.O.(P)1024/79/Fin.

dated 22-11-1979.]

CHAP V] CONTINGENT CHARGES [ 56

Advances for law charges

101. A Government servant who has been duly authorised to incur any expenditure on law

charges in connection with law suits to which the Government are a party may draw an

advance for the purpose of meeting the expenditure. The advance should be drawn and

accounted for as a contingent charge under the final head of expenditure concerned.

For special rules and restrictions in regard to law charges, [see Book of Financial

Powers].

Cash Book

102. Rule 92 (a) of the Kerala Treasury Code, Volume 1 lays down the procedure for the

maintenance of cash book and the duties of the Head of Office in that regard. The note

there under lays down that the functions assigned to the Head of Office may be

performed by any other Gazetted subordinate officer specifically authorised by

Government in this behalf.

When the Head of Office is absent on tour or otherwise the officer (gazetted or nongazetted)

next below in rank and present shall discharge all the duties of the Head of

Office with regard to the maintenance of cash book and verification of cash balance in

accordance with the rules. The Head of Office, on his return, shall verify the correctness

of the entries in the cash book and other connected records, attest them and verify the

cash balance and shall record a certificate to this effect in the cash book [see also rule

131 (c) of the Kerala Treasury Code, Volume I ].

Classification of contingent charges

103. For purpose of control and audit contingent charges are grouped as follows:-

1. Countersigned contingencies; and

2. Non-countersigned contingencies.

Expenditure incurred by a Government servant on countersigned contingencies is under the

direct supervision of a higher authority, known as the Controlling Officer or authority who

signs the detailed bills relating to them. Countersigned contingencies are sub-divided into

contingencies which require countersignature before payment and contingencies which

require countersignature after payment. The detailed bills for the former are submitted to the

Controlling Authority for scrutiny and countersignature and then presented at the Treasury,

duly countersigned, for payment. The monthly detailed contingent bills in respect of

countersigned contingencies that require countersignature only after payment are submitted

to the Controlling Authority for close scrutiny and countersignature and the full details of the

charges are not therefore entered in the abstract bills presented for payment at the Treasury.

Special contingencies, i.e., contingent charges which are of a special character ( whether

recurring or non-recurring) cannot be incurred without the special sanction in each case of a

superior authority. These include supplies and services and periodical charges (such as

rents, etc.).

Appendix 5 contains a list of the contingent charges that require the countersignature of

the Controlling Authority after payment.

No detailed bills are sent to the Controlling Authority for non-countersigned contingencies;

each contingent bill for non-countersigned contingencies presented for payment at the

treasury should therefore contain full details of the expenditure and the sub-voucher for any

individual payment exceeding*Rs. 1000 included in the bill, should be attached to it. Such

bills are sent straight to the Accountant-General for audit without any scrutiny by a Controlling

Authority and the contingencies in this category are also therefore called audited

contingencies. Sub-vouchers for expenditure on account of ‘Secret Service Expenses’ will

not be attached to the bills and the accounts Secret Service Expenditure are not subject to

scrutiny by the Accountant-General. The rules regulating the administration, supervision and

control of Secret Service Expenses are contained in Appendix 6.

*[Substitution

C.S.No.2/1988

G.O.(P) 485/88/Fin.

dated 19-7-1988.]

!All Sub-vouchers should be cancelled by the Drawing Officers irrespective of the fact

whether they are retained in their offices or sent to audit office.

![C.S.No.2/1988.

G.O.(P)485/88/Fin.,

dated 19-7-1988.]

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 57

Contingent charges should be recorded and treated in the accounts as charges of the

month in which they are actually disbursed from the Treasury.

Note 1:—Fixed contingent allowances which are payable regularly irrespective of the

actual expenditure incurred in any month, should be drawn in the

establishment pay bills. In respect of officers where there are no part-time

posts of contingent employees a certificate should be recorded by the

Drawing Officer in each month’s bill to the effect that the amount drawn in the

previous month’s bill was expended for the purpose for which it was drawn.

Washing allowance paid to Class IV Government servants shall be classified

under salaries.

Note 2:—When expenditure for which a lump sum is granted under a single special

sanction is continued for more than one month, the second and subsequent

month’s bills should bear a note of how much has been spent up-to-date

under the sanction.

Note 3:— In the case of charges which require, by rule or practice, special sanction of

Government and for which provision has been included in the budget, the

Accountant -General will enforce such sanction being obtained before the

charges are actually incurred and paid.

Note 4:— In drawing money from the Treasury on contingent bills it should be noted

that an amount sanctioned for expenditure may not be drawn in a lump sum

simply as such. A sanction is an authority to incur certain expenditure within

certain authorised limits and not an order upon which money may be drawn

from the Treasury; the money must be drawn on bills giving the necessary

particulars, etc., and under the usual rules, as required from time to time to

meet actual expenditure. Officers should save as much as possible in

spending money against a sanction, but the amount saved should remain

undrawn and should not be considered as at the disposal of the disbursing

officer for other unsanctioned purposes.

Note 5:— If an officer, after drawing money on a contingent bill for certain expenditure,

finds that it is unnecessary to expend the whole or any portion, of it, he should

return the unexpended amount either by short -drawing from the next

contingent bill, in which a note should be given specifying the date of the

contingent bill, on which the expenditure was drawn and the items in which

the amount refunded was included or by refund in cash, in which case the

date of the bill on which the amount was drawn must be quoted and

particulars of the item refunded given.

Contingent Register

104. Every item of contingent expenditure, whether the charge is to be countersigned or not,

should be recorded in a Register to be maintained in each office. Separate registers

may be opened, if convenient, for the countersigned and non-countersigned

contingencies respectively. The unit for these registers should be the Major head of

account and the general arrangement should be as in Form 10. The number of columns

to be opened in the Resister, the sub-heads of appropriation and detailed account

heads to be included and the further detailed classification, if any, required for purposes

of control and audit, cannot be the same for all departments and offices. The

Controlling Authority should pass orders, on these points in consultation with the

Accountant -General, in the manner best suited to the conditions of each department or

office. The accounts maintained at the Treasury and by the Accountant-General

contain no further details beyond the figures under Detailed account heads, but the

Contingent Register should show the expenditure classified in detail under the several

items falling under a detailed account head for departmental purposes, e.g., the

preparation and check of contingent bills, the preparation of estimates, and financial

control both by the Head of the Office and by the superior authorities (See Article 115).

The expenditure on the less important and trivial items may be shown as a whole in one

column and the charges under each of these items need not then be accounted for or

watched separately. Any charge for which a special explanation is required should be

CHAP V] CONTINGENT CHARGES [ 58

described in the column headed “Description” though the amount need be entered only

in the relevant separate column. The column headed “Description” should be used also

for noting the month or period to which any recurring charge (e.g., rent or pay of

menials) entered in one of the other columns relates. [*A separate register should be

maintained in Form No.10 A for showing such recurring charges.]

*Addition

[C.S.No.1/77

G.O.(P)16/77/Fin.,

dated 17-1-1977.]

105. (a) Whenever the cashier makes a payment under the head of contingencies, he

should enter in the proper columns of the Contingent Register the date, the name

of the payee, the amount and the number of sub-vouchers. If any charge requires

explanation, he should make the necessary entry in the column headed

“Description” and obtain the initials of the government servant who incurred the

charge against the entry.

(b) The Head of the Office or the Gazetted Government servant whom he has

authorised to incur contingent expenditure should initial against the date of

payment in respect of each item. If, owing to his absence, the entries in the

Register have been initialled by a non-gazetted Government servant, the Register

should be reviewed and the entries reinitialled by the Head of the Office or the

Gazetted Government servant concerned as soon as he returns to headquarters.

The date of payment and the amount paid must be recorded on each sub-voucher

at the time of payment .

106. (a) Advances made from the permanent advance, such as advances to last grade

Government servants for Railway and bus fares for journeys on duty,

advances for office expenses in camp, etc., should be entered at once in the

proper column of the Contingent Register i.e., the column headed “Advances”.

When each advance is subsequently adjusted, the fact should be noted in the

remarks column.

(b) The amount of bills paid by book transfer should be entered in the Contingent

Register in red ink, and the balance available should be reduced accordingly.

(c) A progressive total for each column should be struck monthly, immediately

after the monthly total. It should include all payments and bills paid by book

transfer under each head from the beginning of the year up to the end of the

last completed month. Care should be taken to arrange the heading of the

columns of the Contingent Register according to those printed in the

contingent bills.

(d) The allotments sanctioned for each head of expenditure should be entered in

the Register at the commencement of the year as also the additional

allotments and transfers that may be subsequently sanctioned. The

expenditure should be worked out progressively as stated supra, and

regulated carefully in accordance with the altered grants.

Detailed monthly bills for countersigned contingencies

107. *(a) For contingencies that require countersignature by the Controlling Authority

after payment and in regard to which the permanent advance is recouped by

presenting abstract bills at the Treasury, the Head of the Office submits a

monthly detailed bill in Form 11 signed by himself to the Controlling Authority

for countersignature and transmission to the Accountant-General. The

detailed bill should reach the Controlling Authority not later than the 10th of

the month succeeding that to which it relates, supported by all sub-vouchers

for individual payments above. !!Rs. 1000 and with a certificate regarding the

check and defacement of all sub-vouchers for amounts of!!Rs. 1000 or less. It

should be headed “Not payable at the Treasury” and printed on coloured

paper. The total expenditure under each of the detailed items by which

accounts are kept in the Contingent Register should be entered in the detailed

bill, and at the foot of the bill a memorandum should be added showing the

number and date of every abstract contingent bill cashed at the Treasury

during the month to which the detailed bill relates and the sub-vouchers

included in each. The total amount of the detailed bill should agree with the

amount actually drawn from the Treasury within the month. Any difference

*Addition

[C.S.No.2/1988.

G.O.(P)485/88/Fin.

dated 19-7-1988.]

!![Substitution

C.S.No.2/1988.

G.O.(P)485/88/Fin.

dated 19-7-1988.]

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 59

between the total amount of the detailed bill and the total charges shown in

the Contingent Register for the months should be fully explained. If any

amount drawn on any abstract contingent bill cashed during the month has

been refunded into the Treasury, the date of refund should be stated.

*(b) All Sub-vouchers should be cancelled by the drawing Officers irrespective of

the fact whether they are retained in their Offices or sent to audit office.

*[Addition

C.S.No.2/1988.

G.O.(P)485/88/Fin.

dated 19-7-1988.]

Countersigning Authority’s Contingent Register

108. As soon as the monthly detailed bill is received in the office of the Countersigning

Authority, the figures should be transcribed from it into a Register in the same form as

the disburser’s register (Form 10), together with a full description of any item that

required explanation. The Countersigning Authority should review the bill with the subvouchers.

If he disallows any item, the fact should be noted in the bill and in the

“Remarks” column of the Register together with the number of the sub-voucher

concerned and the reasons for disallowance, and the amounts shown in the Register in

the columns affected should be corrected in red ink. The Countersigning Authority

should then enter the date of admission in the Register under his initials, sign the bill

and despatch it to the Accountant -General not later than the 20th of the month#. His

signature to certificate that he is required to furnish on the bill takes the place of the subvouchers

for amounts above##Rs. 1,000 (One Thousand Only).

#[ Deletion C.S.No.

2/1988.

G.O.(P)485/88/Fin.,

dated 19-7-1988.]

##[Substitution

C.S.No.2/1988.

G.O.(P)485/88/Fin.,

dated 19-7-1988.]

A Countersigning Authority may authorise a responsible Gazetted Government servant

serving under him to examine and countersign the detailed monthly contingent bills on

his behalf when he is absent from headquarters

A countersigned detailed contingent bill forwarded to the Accountant -General should

invariably be sent in a sealed cover. The despatching clerk should personally put each

bill into the cover and seal it.

109. In the Countersigning Authority’s Contingent Register, the date of receipt of a detailed

bill should be entered in the column headed “Date of detailed bill”, and the date of its

despatch to the Accountant -General should be entered in the column headed “Date of

admission with initials”. In the Disburser’s Register, the date of recovery of any amount

disallowed should be entered in the column headed “date of admission with initials” and

also the date of any letter from the Countersigning Authority finally passing an item

disallowed but not yet actually recovered. The particulars of any amount disallowed

should be recorded in the “Remarks” column of both registers on the same line with the

figures affected.

Amounts disallowed by the Countersigning Authority

110. As soon as the bill has been despatched to the Accountant-General, the Countersigning

Authority should communicate to the Disburser the items, if any, disallowed. The

Disburser should, without fail, refund the amount disallowed by deducting it from the

total of the next contingent bill which he cashes on behalf of the same department. The

gross amount of each sub-voucher should be entered in that bill, but below the total an

entry in the form “Deduct amount disallowed from Contingent Bill

No...........dated...........Rupees.............” should be made. The receipt given should be

only for the net amount drawn. If the Countersigning Authority finally withdraws the

objection to any item, the amount should be re-drawn; after the total of the sub-vouchers

included in the next contingent bill that the Disburser cashed on behalf of the same

department, an entry in the form “Add amount disallowed from contingent Bill

No...............dated ..................... refunded by deduction from contingent Bill

No..............dated...............and re-allowed in

letter.....................dated.....................of..................” should be made. The receipt given

should be for the gross amount, and the item should be included again in the next

monthly detailed contingent bill submitted to the Countersigning Authority.

CHAP V] CONTINGENT CHARGES [ 60

The totals in the Disburser’s Register are the totals of the amounts charged, not of the

amounts admitted by the Countersigning Authority, but when an amount that has been

disallowed is adjusted by deduction from the total of a subsequent bill, the actual charge

for each head may be worked out by entering the amount retrenched in black ink with a

minus sign in the column for the retrenched head on the line of totals for the bill in which

the adjustment is made; the totals carried forward will then be correct.

List of Abstract Contingent Bills

111. The Accountant -General will send to each Controlling Authority every month complete

list of abstract contingent bills cashed by Government servants under that authorities

control for which countersigned detailed bill have not been received. The Controlling

Authority should immediately call for the detailed bills and the reasons for the delay in

submitting them and return the list to the Accountant -General as soon as possible with a

note as to the action taken.

Endorsement of Contingent Bills in favour of private parties

112. (a) *When a contingent charge exceeding Rs. 1,000 is payable to a firm of

suppliers, a single party etc., separate contingent bill shall ordinarily be

prepared for the amount and endorsed for payment by Reserve Bank

remittances drafts in cases in which the drawing officers concerned is

attached to a banking treasury or a treasury having currency chest facility.

Where the drawing officer is attached to a non-banking treasury without

currency chest, the bill for the contingent charges above Rs. 1,000 shall be

drawn in cash from the non-banking treasury and disbursed to the payee in

cash or by money order or by Bank Draft at the expense of the payee. Where

payment is made by draft, the draft as and when obtained shall be forwarded

to the payee. This procedure is not applicable when funds required for

contingent expenditure are obtained by drawing cheques on the Treasury, or

when a payment has to be made outside the State. In cases where the

payment has to be made at a place outside the jurisdiction of the Drawing

Officer, payment should be arranged by means of Bank Drafts. When a

Drawing Officer is satisfied that there are special and exceptional reasons

which make it desirable to endorse a contingent bill for an amount below Rs.

50 in favour of a Private Party, he may record the reasons and act

accordingly.

Substitution

[C.S.No.2/1988.

G.O (P)485/88/Fin.,

dated 19-7-1988.]

Exception :— Electricity charges due to the Kerala State Electricity Board may be paid

in cash irrespective of the amount involved.

(b) A contingent bill should not ordinarily be endorsed for payment to a private

party in March after the 15th.

(c) No endorsement on a contingent bill remains valid for longer than three

months counting from the date of issue. Whenever any contingent bill issued

in the last quarter of the year is endorsed for payment to a private party, it

should be stated in the endorsement that the payment order will remain valid

only up to the end of March.

(d) Whenever a contingent bill is endorsed for payment to a private party, the

Drawing Officer should immediately send an advice to the Treasury at which it

is to be paid, giving all the particulars of the bill. He should see that the item

is entered at once in the Contingent Register in red ink with a note to the

effect that the amount has been drawn and attest the entries by his initials.

He should also see that an intimation is duly received from the Treasury as to

the payment of the bill and the date on which it is paid (See Rule 210 of Part V

of the Kerala Treasury Code).

(e) A Drawing Officer may endorse a contingent bill in favour of a Government

servant subordinate to him. A private party in whose favour a contingent

bill has been endorsed may re-endorse it in favour of a bank or a messenger

for collection; and a bank in whose favour such a bill has been re-endorsed

may re-endorse it in favour of a messenger for collection.

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 61

(f) When a bill for supplies made to the Government has been endorsed for

payment to a contractor and is re-endorsed by him in favour of a bank, he

should sign the receipt on the bill as well as a separate endorsement in favour

of the Bank [See Rule 214 (c) of Part V of the Kerala Treasury Code].

(g) A contingent bill should not be used as a negotiable instrument except to the

limited extent permissible under this Article.

*Note:—Payments to the Kerala State Engineering Works Ltd., Chackai or the

supplies made by it to the Government department have to be made in

cash/bank demand draft. The Company will forward Proforma invoice 15

days in advance of the supply. The departmental officers may pay 75% of the

cost of materials when the materials are supplied. The balance will be paid

within 15 days of supply where there are no defects or shortages in supply

and within 15 days of final acceptance in cases where there are defects or

shortages in supply. In all cases materials duly verified should be taken to

stock before payment, within the specified limits of 15 days].

Substitution

[C.S.No.5/81.

G.O.(P)651/81/Fin.,

dated 14-10-1981]

Inter-departmental Transfers

*113. The conditions under which a department of Government may make charges for

services rendered or articles supplied by it and the procedure to be observed in

recording such charges in the accounts are given in Chapter IV of Kerala Account Code,

Vol. I.

*Substitution

[C.S.No.1/78.

G.O.(P)214/78/Fin.,

dated 25-2-1978.]

The procedure laid down below should be followed for making payments in the case of

inter-departmental adjustments.

Note 1:— Officers ordering, supplies etc., from a Government Department have the

same responsibilities that a cash purchase involves and are responsible for

authority, budget provision etc. When a claim is to be settled by presenting a

Bill in the Treasury for adjustment, the officer making the supplies or

rendering services should indicate in the invoices the head of account to

which amount is to be credited.

Note 2:— Where a Service Department levies some fees under an enactment the

payment should be made by other service departments either in cash or

through Bank drafts.

Note 3:— (i) In the case of Service Departments making supplies or rendering services

to other Service Departments (except Public Works, Forest and other

Departments which are vested with the cheque drawing powers) involving

manufacturing, production or supply of articles or repair operations

exceeding Rs. 250 in each case the supplied Department will on receipt of

the invoice from the supplying officer, present a bill at the Treasury for the

cost of supplies/services along with the accepted invoice and chalan ( in

quadruplicate) indicating the designation of the supplying officer, invoice No.

and the head of account to which the amount claimed is to be credited.

The Treasury Officer will check the head of classification noted in the chalan

with that noted by the supplying officer in the invoice and pass the bill for

payment by transfer credit of that head of account debiting the amount to

the head of account indicated in the bill by the supplied officer. After

adjustment the Treasury Officer will retain the original copy of the chalan

and send the duplicate and triplicate to the supplied officer who will keep

one for his office record and send the other to the supplying officer. The

fourth copy will be sent by the Treasury to the Accountant -General along

with the bill.

(ii) But in the case of issues of stores from stock or materials account of a work

within a P. W. Division or between two such Divisions or between one

P. W. Division and another service department (Eg. P. H. E. D., Forest

Department, Police Department, etc.,) and in the case of supplies and

CHAP V] CONTINGENT CHARGES [ 62

services arranged by the Jail Manufacturies, adjustments will be necessary

irrespective of the amount involved.

(iii) Amounts due to the Public Works, Forest and other Service Departments

which are vested with the cheque drawing powers should be settled by

adjustment of the bill presented by the supplied officer at the Treasury by

Transfer credit to “Public Works remittances/ Forest remittances”. “Items

adjustable by Public Works Department”. “Items adjustable by Forest” as

the case may be .

Note 4:— Public Works, Forest and other service Departments vested with cheque

drawing powers will settle the claims against them through cheques.

Note 5:— The commercial Departments or undertakings which are authorised to draw

cheques should settle the bills in respect of services rendered or supplies

made to them through cheques. The amounts due to such commercial

Departments or undertakings from other Departments which do not have

cheque drawing powers will be paid through bank drafts. A commercial

Department or undertaking which is not vested with cheque drawing powers

will make payments to other Departments through Bank drafts.

Note 6:— Departments which are engaged in rendering service or supplying articles to

other Departments should furnish to the Accountant-General monthly a

statement in Form. 12.

Contingent charges incurred on behalf of other Government Servants

114. It is often expedient for a Government servant to make official purchases or incur

expenditure on behalf of the Government in another district, making his arrangements

through a Government servant in the latter district. If the amount to be paid on account

of contingent expenditure incurred in this way is not less than Rs. 50 payment should be

made by Reserve Bank of India Drafts; but otherwise every Government servant who

actually incurs expenditure in this way should treat it as expenditure of his own office

and not demand payment from the Government servant at whose request he, as an

agent, has incurred the expenditure. The charge should, however, be recorded in the

amounts as expenditure of the department in which the Government servant who asks

for the expenditure is serving. A Government servant should therefore address his

application for any service of this kind to the principal Government servant of his

department in the district indented on e.g., a Police Officer should ask the

Superintendent of Police and not the District Magistrate to purchase blankets for him. If

the District Magistrate receives any such indent from a Police Officer he should pass it

on to the Superintendent of Police who should deal with the charge ( if it is less than

Rs. 50) as a final charge of his own office and apply to the proper authority for an extra

appropriation, if his own appropriation will not be sufficient for the financial year. The

Government servant who asks for the expenditure to be incurred is always responsible

for obtaining proper sanction for the expenditure.

Note:—This rule does not apply to expenditure chargeable to Local Fund which should

always be recovered.

Control of contingent expenditure against appropriation

115. Every Government servant who incurs contingent expenditure should take special care

to see that he gets the best possible value for the money spent, that no unnecessary

expenditure is incurred and that he does not spend more than the amount placed at his

disposal for the financial year. Chapter VI of the Budget Manual contains instructions

as to the general procedure for the control of expenditure against appropriation.

Further, special instructions are necessary in regard to contingent expenditure since it

is incurred without the sanction of any higher authority except in certain specified cases

and the Government servant concerned has, to a considerable extent, a free hand in

incurring expenditure upto the limit of the appropriation. Moreover, an appropriation for

contingent charges under a particular detailed account head often covers expenditure

on a number of distinct and individually important objects or classes of expenditure,

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 63

e. g., the detailed head “Contingencies — Miscellaneous” may include charges on

account of “Purchase and Repairs of bicycles”, “Stationary — Local Purchase”,

“Gardening”, “Hot and cold weather charges” and “Office Expenses”. The special

instructions for the control of contingent expenditure are as follows:—

(i) The appropriation under each detailed account head should be distributed

among the important, items comprised in it. If some of the items are not

important, those items taken as a whole may be treated as a single important

item for this purpose. The expenditure on each important item under a

detailed head of account should be watched and controlled separately against

the allotment for it, especially when the charges are of a fluctuating nature.

The Contingent Register prescribed in Article 104 is designed so that this can

be done conveniently.

(ii) For countersigned contingencies, the monthly detailed bills provide all the

information required by the Controlling Authority for checking the expenditure

against the appropriation. If, for any month, the expenditure exceeds the

monthly proportion of the appropriation for the year, the Disbursing Officer

should send a report to the Controlling authority along with the detailed bill

furnishing the special reasons for incurring the excess expenditure. The

Controlling Authority should scrutinise the charges shown in each detailed bill

carefully and see that no charge is unnecessary or excessive, that the

sanction of competent authority for any item requiring the sanction of a higher

authority is attached, that the sub-vouchers required have been received and

are in order and that the calculations are correct.

(iii) For non-countersigned contingencies, the controlling Authority should get

periodical statements from each Disbursing Officer ( monthly or at least

quarterly) of the progressive expenditure compared with the allotment under

each item for which there is a specific appropriation or allotment. If the

expenditure is progressing too rapidly, he should instruct the Disbursing

Officer to curtail it to the necessary extent. He should also during his local

inspections scrutinise the Contingent Registers of the officers under his

control and satisfy himself generally that the charges are necessary and not

excessive, the rates correct, the sanction obtained adequate, etc.

Service postage stamps

116. Service postage Stamps should be used only for prepaying postage on communications

which are bona fide on the service of the Government and for meeting other charges

payable to the post office for which service postage stamps are accepted. They may

also be used by a body or bodies included in the list in Rule 354 of the Indian Post and

Telegraph Guide. A Government servant who is associated with any public body not

included in that list should, as required by Rule 355 of the same Guide, take care that

service postage stamps are not used on any communications issued by him on behalf of

that body [See also instructions under Rules 192(a) and 221(c) of Part V of the Kerala

Treasury Code and item 46, Appendix 4 to this Code].

Rates and Taxes

117. The following rules govern the payment of Municipal and other local taxes on buildings,

etc., occupied by departments of the Government or Government servants under their

administrative control:—

(1) Taxes on buildings not occupied as residences.— (a) If the building is

occupied by a single department, that department should pay the taxes.

(b) If the building is occupied by more than one department or if the taxes are

payable in a lump sum for a number of buildings in a Municipal or other local

area, the taxes should be paid by the Revenue Department if it is one of the

occupants and otherwise by the Government department which occupies the

major portion of the building in consultation with the Executive Engineer

concerned.

CHAP V] CONTINGENT CHARGES [ 64

No part of the taxes so paid should be passed on to any other occupying

department unless it is a commercial department or a department not

belonging to the Government of Kerala ( e.g., a department of the Central

Government or of a Municipality). The Executive Engineer should calculate

the portion to be borne by a commercial department or a department not

belonging to the Government of Kerala pro rata in proportion to the

accommodation actually occupied. Before a department which occupies only

a part of a building pays the taxes on it, or if payment cannot be delayed, as

soon after payment as possible, it should obtain an acceptance from every

other department which is liable to pay a share of the taxes.

When a portion of a State building is occupied by a commercial department or

a department not belonging to the Government of Kerala, the proportionate

tax on the portion so occupied should be borne for the whole half-year by the

department which occupies it at the beginning of the half -year. If, later on,

that department vacates the portion within the half-year and if it is occupied by

another department within the same half-year, the tax for the portion will be

divided between the two departments in proportion to the periods of their

occupation and the necessary refund will be given to the first department. If,

on the other hand, no other department occupies the vacated portion within

the half-year the first department will not be entitled to any refund except to

the extent of any remission of tax that may be obtained on account of the

vacancy.

(c) As a general rule, the tax paid by, or passed on to a department

occupying the whole or part of a building should be charged to the

contingencies of that department. When, however, the whole or part of

the tax is paid by the Public Works Department or another department,

e.g., the Excise Department or the Forest Department as the department

in administrative control of the building [See Rules(4) and (5) below] the

payment should be charged to the maintenance estimate of the building.

When a building is occupied by more than one department and the entire

tax is paid by one department under clause (b) above the payment should

be debited to the contingencies of the department paying the rent.

(2) Taxes on building occupied as residences.— (a) The taxes on Government

buildings occupied as residences should be paid by the Public Works

Department or other department in administrative control of the building. The

portion representing taxes in the nature of property or house tax should be

treated as part of the cost of the maintenance of the building and the rest, if

any, should be recovered from the occupant.

(b) The Government servant who occupies a Government building as a

residence is required to pay the service taxes recoverable from the occupant

whether rent is charged or not. When a Municipal or other local tax on a

Government building has to be borne partly by a Government servant who

occupies part of the building as a residence and partly by the Government, the

Government will pay the tax in full in the first instance and then recover from

the Government servant the amount payable by him. The department which

maintains a building and pays the property tax will be held responsible for the

due recovery of the service taxes payable by the Government servant who

occupies the whole or any part of the buildings as a residence.

(3) Amount of assessment.— (a) If the assessment of any Government property

to a local tax appears to be excessive, the Government servant who will

have to pay the tax on behalf of the Government should make every

possible effort to obtain redress under the ordinary municipal or local

law.

It is open to the Government to have recourse to the special provision of the

Municipal Taxation Act, 1881 (India Act XI of 1881) when no amicable

settlement can be reached with a Municipal Council located in the area in

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 65

which the Act is in force in regard to the assessment of any Government

property, especially when the property is, from its nature, such that the

ordinary principles of assessment of the tax in question cannot be applied to

it, e.g., when the assessment should be on the rental value but the property is

such that it is difficult to conceive of its being let or impossible to form an

estimate of the rent which the Government could obtain by letting it. Any

assessment of the Government property to a Municipal tax which appears to

be excessive and in regard to which it proves to be impossible to obtain

redress under the ordinary law applicable to the tax should be reported to the

Government in order that they may decide whether or not action should be

taken under the Municipal Taxation Act,1881 (India Act XI of 1881).

In regard to each assessment a certificate stating either that the assessment

is accepted or that all legal means have been, or are being taken, to get it

reduced should be sent to the Accountant General every year by—

(i) In the case of a building in the charge of the Public Works

Department, the Head of the Office occupying the building in

consultation; when necessary, with the Executive Engineer;

(ii) In the case of any other building, the departmental officer

concerned, and

(iii) In the case of land occupied by a Government Department and

not appertaining to a building, the Collector.

(b) The Executive Engineer who revalues the buildings belonging to the

Government during quinquennial revision should communicate to the

Heads of Offices concerned who pay the property tax the revised

valuation amount fixed by him for the quinquennium simultaneously with

his sending the revaluation statements to the Municipality or the local

body concerned irrespective of the fact whether such revaluation involves

reduction or increase in the existing assessments.

(4) Vacancy Remissions.— (a) Whenever a Government building (residential or

non-residential) is likely to fall vacant, the occupant of the building

immediately before the actual vacancy occurs or the Head of Office to which

the occupant belongs should arrange to give notice of the vacancy on the date

on which it falls vacant direct to the Executive Authority of the Corporation or

of the Municipal Council or of the Panchayat concerned, as the case may be,

and send a copy of the notice simultaneously to the Exec utive Engineer to

enable him to claim any permissible remission of taxes. The Head of the

Office mentioned above should take similar action on the first day of every

succeeding half-year if the building is still vacant then. The Executive

Engineer should claim remission of Municipal tax or local tax in respect of

every vacancy which has lasted for 30 or more consecutive days under

Section 105 of the Kerala Municipalities Act, 1960 (Act 14 of 1961) or Section

107 of the Kerala Municipal Corporations Act, 1961 (Act 30 of 1961) or in

accordance with the relevant rules made under the Kerala Panchayats Act,

1960, as the case may be. The Government servant who pays any tax in

respect of a building for a period during any part of which it has been vacant

should satisfy himself that any permissible remission of tax has been claimed

for the period during which that building was vacant.

Similarly when a Government building (whole or part) is demolished or

destroyed, the department on whose register the building is borne should

immediately give the requisite notice to the Municipality or Panchayat

concerned and obtain remission of property tax under Section 107 (2) of the

Kerala Municipalities Act, 1960 (Act 14 of 1961) of Section 107 of the Kerala

Municipal Corporations Act, 1961(Act 30 of 1961)or in accordance with the

rules made under the Kerala Panchayats Act, 1960 as the case may be.

CHAP V] CONTINGENT CHARGES [ 66

(b) When the Public Works Department takes over a vacant building from

another department and it continues to be in charge of the building, the

Executive Engineer concerned should give the necessary notice of the

vacancy of the building direct to the Executive Authority of the local body

concerned immediately when it is taken over and thereafter on the first

day of every half-year if the building is still vacant then. He should also

send a copy of every such notice simultaneously to the Executive

Engineer.

(5) Notice of construction, etc. of a building.— Under Section 107 (1) of the

Kerala Municipalities Act, 1960 (Act 14 of 1961) or Section 107 (1) (a) of the

Kerala Municipal Corporations Act (Act 30 of 1961) or in accordance with the

relevant rules made under the Kerala Panchayats Act, 1960, an intimation

must be given to the Executive Authority of the local body concerned of the

construction of a new building or the reconstruction of a building within 15

days from the date of completion or occupation, whichever is earlier. The

Executive Engineer should give the intimation in respect of any building

(residential or non residential) on which the Public Works Department will

have to pay the property tax and in respect of any other building, the occupant

or the Head of the Office which will have to pay the property tax on it should

give the intimation. In some cases, remission of municipal or other local taxes

can be obtained for a part of the half-year in which the construction or

reconstruction of a building is completed, provided the intimation mentioned

above is duly given the time. Any Government servant who fails to give the

required intimation when he should do so and thus causes the Government

lose any remission of taxes will be held personally responsible for the loss.

Cleaning, etc., charges

*118. Part-time contingent posts may be created with Government sanction for sweeping or

cleaning work. The incumbents of these posts shall be paid pay and dearness

allowance at the rates fixed by Government from time to time depending on whether the

area to be swept or cleaned is below 200 square meters or 200 square meters and

above.

[Substitution

C.S.No.10/77

G.O.(P)422/77/Fin.

dated 29-10-1977.]

**This amendment shall be deemed to have come into force with effect from 3-11-1980. **[Substitution

C.S.No. 3/81.

G.O.(P)

591/81/Fin., dated

8-9-1981.]

Area to be swept/cleaned pay (permensem)

Rs.

200 sq. metres or more but below 400

sq.metres.

65

400 sq. metres or more but below 600 sq.

metres

70

600 sq. metres or more upto 800 sq.

metres.

75

Consolidated remuneration

(Per mensem)

100 sq.metres or more, but below 200 sq.

metres.

! 35

Less than 100 sq. metres. ! 30

![Substitution

G.O.(P)

812/79/Fin., dated

23-8-1979.]

CHAP V] THE KERALA FINANCIAL CODE, VOLUME I [ 67

All Drawing Officers should attach to the contingent bill claiming remuneration for the

part-time employees a certificate in the following form:

“Certified that the floor area to be swept/cleaned is

........................................................ square meters, and that Government have accorded

sanction in................................................for the creation of the part-time contingent

post”

The expenditure on this account will be debited to the detailed head “wages”

Note:—In the case of hospitals, etc., the area should include, besides the floor areas,

the area of the premises in use also.

Electric current and water charges

119. The following procedure should be adopted in regard to the payment of charges for

electric current and water charges consumed in buildings occupied by departments of

the Government or Government servants under their administrative control.

*1. (a) Buildings not occupied as residences.- In the case of Civil Stations, the Kerala

State Electricity Board will forward one copy of the bill of charges direct to the

District Collector concerned for payment and a duplicate copy to the Executive

Engineer, PWD (Buildings Division) concerned for verification. If on verification

the Executive Engineer, PWD (Buildings Division) detects any error, he should

return the bill to the KSEB for correction and at the same time request the

District Collector not to make payment till he received the corrected bill from

the KSEB. The District Collector will incur the expenditure on electricity

charges of the Civil Station by debit to the office expenses of the collectorate.

*Substitution [C.S

No.1/2005 G.O (P)

502/2005/fin dt

26/11/2005.

Effective from

27/07/1982]

If the building other than a Civil Station is occupied by more than one office the

Kerala State Electricity Board will send single consolidated bill for the total

consumption of Electricity to the Executive Engineer, PWD (Buildings Division)

concerned. The latter should, after verifying the bill make initial payment and

get the amount so paid reimbursed from various offices housed in the building.

The occupying departments should reimburse the amount to the Executive

Engineer, PWD (Buildings Division on the basis of the allocation made by him

by debit to the office expenses of the departments concerned immediately.

(b) Buildings occupied as residences.— If the building is used solely as residence,

the tenant should pay the charges direct to the Kerala State Electricity Board.

If the building (or group of buildings) is used partly for departmental purposes

and partly for residential purposes, the Executive Engineer **PWD (Buildings

Division) concerned (or his Assistant on his behalf) should after verifying the

consolidated bill received from the Kerala State Electricity Board, determine the

share payable by each tenant. The department should pay the charges in full

in the first instance on receipt of the bill duly countersigned by the Executive

Engineer **PWD (Buildings Division) concerned (or his Assistant on his behalf)

which should be attached to the contingent bill, and then arrange for the

recovery of the amounts due from the tenants by deduction from their pay bills.

The recoveries should be taken in abatement of the charges originally met by

the department. The Executive Engineer **PWD (Buildings Division) should

send a statement of the amounts to be recovered from tenants to the

Accountant -General. He should also intimate the amount to be recovered from

the pay bill of each Government servant concerned to the Government servant

direct, if he draws his own pay bill and otherwise to the head of the

Government servant’s office.

*Substitution C.S

No.1/2005 G.O (P)

502/2005/fin dt

26/11/2005.

Effective from

27/07/1982

2. The provisions of the above Article will apply mutatis mutandis to the allocation

of water charges as well.

CHAPTER VI] STORES [ 68

CHAPTER VI

STORES

Introductory

120. (1) The term “stores” means all articles and materials (other than cash and

documents) which come into the possession of a Government servant for use

in the public Service. This term does not, however, include items like fuel,

charcoal, dietary products, etc. For fulfilling the duties and functions of the

Various Departments of the Government, “Stores” have often to be

purchased. This chapter contains the general rules applicable to all

Departments regarding purchase of stores required for use in the Public

Service. In regard to particular classes of articles such as books and

periodicals, stationery and printing stores, clothing and liveries, etc., these

rules will be supplemented by the instructions in the book of Financial Powers

issued by the Finance Department. In the case of Public Works, Forest,

Stationery, Police and other special Departments, those rules should be

supplemented by the special rules contained in the Codes and Manuals of the

Departments concerned, e.g., P.W.D Code, Forest Code, Stationery Manual,

Police Manual, etc. These rules will be supplemented by the provisions in the

Stores Purchase Manual wherever specific provisions are not made in these

rules.

(2) These rules and instructions also apply to the purchase of stores by

Government servants on behalf of local bodies and of local funds

administered by the Government, if such purchase is authorised by

Government. Rules and Instructions regarding preferences or margin of

preferences in respect of industries having approved rate contracts, or

purchase of products of indigenous or Indian Industries or industries within

the State of Kerala or Public Sector Institution etc., shall be applicable also in

the case of purchases made by the Municipal Corporations. These Rules and

Instructions shall be followed by Heads of aided schools while utilising Public

Funds for the purchase of articles for their schools. This will apply to

purchases from Special Fees Fund also.

Authorities competent to purchase stores

121. Expenditure on stores is included under contingent expenditure (except where it is

treated otherwise, e.g., stores relating to works expenditure) and is therefore subject

generally to the rules contained in Chapter V which govern such expenditure.

A Government servant who is competent to incur contingent expenditure may purchase

direct from firms in India or through the agency of the Central Purchase Organisation, or

direct from manufacturers abroad, such stores as he requires for the use of his

department or his office subject to Stores Purchase Rules and also subject to the usual

restriction regarding the existence of budget appropriation. Such purchases made in

India are also subject to any money limits and other conditions prescribed generally or

with regard to specific articles or classes of articles (See Book of Financial Powers).

Forecast of requirements

122. A Government servant who has to purchase stores for the public service should

estimate his requirements for the year so far as they can be foreseen. He should

prepare an annual indent of stores in Form 13 in accordance with the instructions

contained in Article 124. The indent should show the approximate cost of articles to be

purchased including incidental expenses and should be got sanctioned by competent

authority. As far as possible a purchasing officer should lay in sufficient stock during the

cheapest season. When necessary he should apply for advice as to the best time for

making purchases and assistance in obtaining tenders to Government servants of other

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 69

departments who are in close touch with the market for the articles required and know

the usual course of their price. For example, it is usually advantageous to buy

foodgrains required for rations just after the harvest and the Revenue Department is

likely to be able to give useful advice and assistance in regard to such purchases.

Articles which are likely to depreciate or deteriorate during storage should not, however,

be bought long in advance of requirements. It should also be remembered that the

purchase of any article in advance of requirements involves the locking up of

Government money and is not therefore desirable unless it is reasonably likely to prove

advantageous in regard to price.

Preparation of Indent

123. At the end of each financial year, each department should realistically assess its

requirements of stores and equipments required during the next financial year and

prepare a list of the articles required. The list may be prepared on the basis of the

consumption during the previous 3 or 5 years and with reference to factors, if any, which

justify an increase or decrease compared with the average. The lists for each year

should also be based on the budget estimate for the next year and should be prepared

duly allowing for the carrying over of stock for at least one quarter of the succeeding

year. As soon as the list is prepared the required sanction of Government or other

competent authority should be obtained for the purchase. Particular care should be

taken to ensure that orders are placed only for quantities which will be utilised within a

reasonable time.

*Note:- [Deleted]

*[Deletion CS

No.2/03 G.O.(P)

102/03/Fin. dtd.

15th Feb.2003

effective from

27.1.2000]

Administrative sanction

124. (i) It is the duty of each purchasing officer to see that funds are available for

meeting the expenditure in respect of purchase of stores and administrative

sanction is secured before proceeding to make purchases.

(ii) Heads of Departments and other officers empowered in this behalf are

competent to accord administrative sanction for all purchases upto the limit of

financial powers vested in them. For purchases involving higher amounts the

sanction of Government is necessary.

(iii) Heads of Departments are themselves competent to accord administrative

sanction for recurring supplies required for the normal running of their

Departments for which funds are provided in the Budget. Heads of

Departments are empowered to accord administrative sanction for purchases

of other items upto Rs**10,000 at a time. But this shall not enable them to

purchase luxury articles like refrigerators, radios, photographic equipments,

microscopes, generators, audio-visual equipments, motor cycles and

scooters.

**Substitution

[C.S.No.1/83.

G.O.(P)50/83/Fin.,

dated 21-1-1983].

(iv) Administrative sanction for a project in which the component items and their

cost are listed out in detail will be taken as equivalent to administrative

sanction for the purchase of such components.

(v) While issuing or recording administrative sanctions, mention should not be

made of makes, specifications, rate contracts and such other details relating

to the stores, the purchase of which is administratively sanctioned.

Purchase sanction

125. (i) All purchase proposals which do not fall within the powers of the Head of

Department will be considered by the appropriate Departmental Purchase

Committee. The factual accuracy of the materials placed before the

Committee and the observance of the Rules in undertaking the various steps

before, bringing the proposals before the Committee will be the sole

responsibility of the Head of the Department.

CHAPTER VI] STORES [ 70

(ii) While submitting recommendations to the Government for a purchase

sanction, the Heads of Departments or other purchasing officers should

furnish a certificate in the following form:—

“Certified that the purchase of the goods proposed in this report has been

administratively sanctioned by competent authority (here mention the

sanctioning authority with the Order No. and date) and that funds are available

to meet the expenditure during the current financial year”.

Tender system

126. (a) A Purchasing Officer should obtain stores by calling for tenders in all cases

except the following:—

(i) Purchas e of uniform for nursing sisters in all the hospitals in the State.

(ii) Purchase of books and periodicals in all departments involving less

than Rs. 1,000* at a time.

Note:— For purchase of books and periodicals for any amount above

Rs. 1,000* simple quotations from leading book houses and book

dealers may be called for and orders placed on the basis of those

competitive quotations. Written undertaking should be obtained from the

selected firms to the effect that they shall supply the books and

periodicals ordered; in time and in satisfactory condition.

Substitution

[C.S.No.3/84

G.O.(P)671/84/Fin.

dated 17-11-1984]

(iii) Petty purchases of less than Rs. 500* at a time. Substitution

[C.S.No.3/84

G.O.(P)671/84/Fin.

dated 17-11-1984]

Note:— The Director of State Water Transport Department is authorised to

arrange petty purchase of stores up to Rs. 1,000* at a time.

Substitution

[C.S.No.3/84

G.O.(P)671/84/Fin.

dated 17-11-1984]

(iv) Purchase from Government sources subject to the conditions laid

down in Article 127.

(V) Special purchase in which any other procedure is approved by

Government [See also (b) and Article 142 below].

(vi) Controlled stores from controlled stocks.

(vii) Purchases of articles covered by rate or running contracts settled by

the Director General of Supplies and Disposals, New Delhi or the

Stores Purchase Department, Trivandrum by operating such

contracts.

Quotations may be invited if the estimated value of the stores is below Rs. 10,000.

Copies of Quotation Notice regarding the general conditions of the supply, specification

of article, etc., should be supplied to all the firms to whom the enquiries were/are sent.

A specimen form of Quotation Notice is given in Annexure I. It is not obligatory to

publish Quotation Notices in the Gazette. Short Quotation Notices as in Annexure II

may, however, be published in the newspapers if considered necessary.

(b) Tenders should be invited, if the estimated value of the stores to be

purchased is Rs. 10,000 or above. Tenders should be obtained:—

I. By advertisement (Open Tender).

II. By direct invitation to limited number of firms (Limited Tender).

III. By invitation to one firm only (Single Tender or private purchase).

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 71

I. Open Tender.— (a) The open tender system i.e., invitation to tender

by public advertisement, should be used as a general rule and must

be adopted, subject to the exceptions mentioned in paragraphs under

‘Limited Tender’ and ‘Single Tender’, whenever the estimated value of

the contract is Rs. 10,000 or more. In all cases of open tender, it is

essential that wide publicity is given to the tender notification. Short

tender notices as in Appendix V of the Stores Purchase Manual

should be published in the Stores Purchase sheet of the Kerala

Gazette. If the nature of the articles required is such that better results

can be obtained by advertisement, short tender notices may also be

published in one or more leading regional language news papers and

also in one or two issues of a leading English newspaper published in

India having wide circulation in the area from where the supplies are

normally obtained.

(b) For stores which are obtainable purely from Kerala e.g., charcoal,

firewood, etc., publicity may be given by advertisement in the

regional language dailies even if the value is less than Rs.10,000.

(c) In the case of purchases of heavy machinery, imported goods and

other stores which cannot be obtained without wide publicity at All

India level, the tender notices may be published in addition to their

publication in the Government Gazette, in the Indian Trade

Journal, published weekly from Calcutta by the Director-General

of Intelligence and Statistics.

(d) In addition to the publication, the short tender notices should be

sent to all registered firms in the line and also to other reputed

dealers.

(e) For the purpose of notifying dealers and contractors a list of approved

firms, both Indian and Foreign of known reliability should be

maintained in the office of every purchasing officer. The list should be

prepared commodity-war on the basis of the list of registered firms

maintained by Government in the Stores Purchase Department. The

list will be examined and revised periodically. Applications from firms

received by the several Departments for inclusion in the approved lists

should be forwarded by them to the Stores Purchase Department.

There is no objection to sending enquiries to firms outside the

approved list.

(f) There are items for which there are no lists of registered firms in the

Stores Purchase Department, e.g., bottles, earthenware jars, Ayurveda

medicines, food materials, etc. In such cases when tenders are invited

the Purchasing Departments should see that notices are sent direct

to all known suppliers, particularly to reputed manufacturers and

stockists and any others who might ask to be intimated especially

when such notices are published only in the Gazette and not in

newspapers.

(g) The Heads of Departments and Offices may make arrangements with

the Superintendent, Government Presses to get printed sufficient

number of spare copies of Tender Forms as in Annexure VI

containing details of specifications, conditions of supply etc., to be

supplied to the indenting purchasers. To facilitate matters, particulars

regarding the quality are quite essential. The Heads of Departments

will incorporate specifications regarding quality also in addition to

quantity wherever possible in the tender forms and short

tender/quotation notices. The Superintendent of Government Presses

will print and supply the spare copies of the tender forms to the

Officers concerned within 8 to 10 days of requisition from the Heads of

Departments.

CHAPTER VI] STORES [ 72

II. Limited Tender.— The limited tender system may be adopted whenever the

estimated value of the order to be given in less than Rs.10,000.

The limited tender system may also be adopted instead of the open tender

system even when the estimated value of the stores to be purchased is above

Rs. 10,000 in the following cases:—

(i) When there are sufficient reasons for holding that it is not in the public

interest to call for tenders by advertisement; in every such case the

purchasing officer must record the reasons and communicate them to

the Accountant-General, confidentially if necessary.

(ii) When the purchasing officer is satisfied that there is serious risk or

inconvenience or loss to the public service by arranging the purchase

by the open tender system or when the article are urgently required; in

every such case the purchasing officer must place on record the nature

of the urgency and the reasons why a deviation from the general rule

has been rendered necessary.

III. Single Tender.— (a) The single tender system may be adopted:—

(i) in the case of a small order when the articles required are of a

proprietory character and competition is not expected to be

advantageous. For this purpose a small order means an order of

the value of which does not exceed *Rs. 250 or, if more than

one kind of article is ordered at one time the total value of which

does not exceed *Rs.500.

Substitution

[C.S.No.3/84

G.O.(P)671/

84/ Fin., dated

17-11-1984]

(ii) when owing to the greater promptitude of supply by particular

agencies of the special manufacture of some articles by certain

firms, substantial economy can be effected by deviating from the

tender system, officers may purchase direct such articles from

the firms or agencies concerned.

(b) When the bills for a purchase made under ‘Single Tender’ is sent for

audit, the drawing officer should record a statement explaining

briefly the necessity for deviating from the open tender system.

Purchase from Government sources

127. (a) (i) Products manufactured by State Government Departments and State

Public Sector Industries and Institutions will be purchased from them,

exclusively, without tenders for the first five years after they have gone

into production, the prices being fixed by negotiation. Prior to such

negotiation, the purchasing authority should ascertain the normal

market prices by enquiry from as large a number of suppliers as

possible. If the price required by the State Government Departmental

Unit/State Public Sector Industry/Institution is over 25% above the

normal market prices, the price is to be reviewed and decided by

Government.

(ii) In the case of products of State Government Departmental Units/State

Public Sector Industries and Institutions which have been in production

for more than five years, tenders should be invited as laid down in this

Code and purchase should be finalised giving the concerned State

Government Departmental Unit/State Public Sector Industry/ Institution,

a price preference of 10 per cent as against firms manufacturing outside

the State and 5 per cent as against firms manufacturing within the

State.

(iii) In giving the price preference as mentioned above, the prices for

comparison, should be taken exclusive of sales -tax.

(b) (i) A list of Government Institutions/State Public Sector Industries/State

Government Department Units which manufacture and supply stores is

given in Annexure III.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 73

(ii) In respect of purchases to be made from institutions, etc. listed in

Annexure III all purchasing officers should see that only those items are

purchased which are normally manufactured by them. In the case of

Small Scale Industrial Units under the Kerala State Small Industries

Corporation, in order to show that a particular item is normally

manufactured by a particular unit, such unit should produce a certificate

to that effect from the Managing Director, Kerala State Small Industries

Corporation, Trivandrum.

(iii) As regards direct purchase without calling for tenders or purchases on

price preference from Public Sector Units of the Government of India the

orders issued by the Government from time to time in respect of

Individual units will be followed.

Purchase of Furniture

128. (i) Heads of Departments and Officers should see that the furniture required for

the offices and the institutions under their control is made of superior wood

only, such as teak, jackwood and blackwood.

*(ii) "Officers authorised to make local purchase of furniture may obtain

Administrative and purchase sanction of Government for the purchase of

furniture even from Government Sources.".

*[Substitution

C.S.No. 2/2003

G.O.(P)

102/2003/Fin.

Dated 15/2/2003

effective from

27-1-2000.]

(iii) Competitive quotations /tenders should be invited from the firms approved by

the Stores Purchase Department in respect of the purchase of quality furniture

and similar items required for use in the Secretariat, Tourism Department,

Traveller's Bungalows and Rest Houses. After receipt of tenders/quotations in

deciding on placement of supply orders the P.W.D. Engineering Workshop,

Chackai, Thiruvananthapuram and the Government Wood Workshop,

Kozhikkode should be given price preference as per Article128 subject only

to consideration of quality.

Ascertainment of surplus stores

129. Before orders are placed with private firms, the surplus stock or articles, if any, available

with other Departments of the Government should first be utilised, irrespective of the

cost at which it is available. The following instructions should be observed in regard to

the utilisation of the surplus stores in the Departments of the Government:—

(a) Each Head of a Department should circulate from time to time lists of all

usable stores found surplus to the requirements of his Department to other

Heads of Departments as soon as the surpluses are noticed.

(b) Every Head of Department should see from the list received by him under

instruction (a) above whether he can utilise the stores available with the other

Departments before he places, or allowed his subordinates to place orders for

the purchase of such stores in the open market, or submit proposals to the

Government for such purchases. Even in cases where no list has been

received by him covering the particular articles required by him, he should

make enquiries of the Heads of Departments with whom such stores may be

available ordinarily.

(c) When proposals are submitted to Government or any authority authorised by

Government for according sanction to the purchase of any stores it should

invariably be stated whether action was taken with reference to instruction (b)

above and if so, with what result.

CHAPTER VI] STORES [ 74

Form of Tenders

130. Every Officer who proposes to purchase materials by the open tender system should

obtain tenders in a prescribed form issued by him or on commercial letter papers of the

tendering firms. For all purchases involving Rs. 10,000 or more, tender forms should

ordinarily be prescribed and issued by the purchasing officer at prices according to the

scale approved by Government.

Note:—The United Kingdom Trades Commissioner in India should be supplied with

one copy each of the tender forms as are required by him, free of cost by all

the purchasing departments who invite tenders for the purchase of stores.

The priced tender forms should contain the general conditions of tender and a list of

materials to be supplied and should be got printed in book form. The general conditions

of tender are contained in Annexure VI.

The following scales of prices (exclusive of Sales-tax) are prescribed by Government

for tender forms to be issued by Government Departments.

(a) Ordinary tenders involving supply of stores.

Estimated cost of materials for which

tenders are invited

Cost of tender forms

Original copy each

Rs. P.

Duplicate copy each

Rs. P .

Rs. 10,000 to 25,000 3.00 0.50

Above Rs. 25,000 to 50,000 5.00 1.00

” Rs.50,000 to 1 lakh 10.00 2.00

” Rs. 1 lakh to 5 lakhs 20.00 2.00

” Rs. 5 lakhs to 15 lakhs 25.00 2.00

” Rs. 15 lakhs 50.00 5.00

(b) Special tenders withdrawing etc., and involving erection of plant and

machinery.

Original percent

Rs.

Duplicate percent

Rs.

Rs. 1 lakh to 5 lakhs 25 5

Above Rs. 5 lakhs to 15 lakhs 30 5

Above Rs.15 lakhs 60 7

General conditions of contract for Plant, Machinery and Manufactured Equipments usually

supplied with special tenders: Rs. 2 per extra copy.

(c) In the case of tenders for supply and erection involving more than Rs. 50 lakhs

the cost is to be fixed at Rs.100 for original copy and Rs. 10 for duplicate copies.

Duplicate sets of drawings alone in such cases are to be separately charged at

Rs. 10 per set.

(d) Ordinarily duplicate copies of tender forms should be issued only to firms or

individuals who have purchased the original copy. But in the case of special

tenders duplicate can be issued to applicants for reference even if they have not

purchased the original copy. But in such cases care should be taken to see that

the tenders are submitted only in original copies.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 75

(e) The cost of tender forms may be accepted in cash or by money order only.

Postal orders, postal stamps, bank drafts or bank cheques should not be

accepted. No forms should be sent by V.P.P. or in advance.

In certain special cases of purchases involving less than Rs. 10,000 priced tender

forms may be preferred depending upon the nature of the stores, e.g., charcoal,

firewood etc.

(a) In certain other cases even though the amount involved is more than Rs.

10,000, priced tender forms may not be desirable, e.g., fuel oil, motor

vehicles, etc.

(b) In all cases of rates/running contracts priced tender forms are essential

irrespective of the amount involved unless otherwise decided by Government

(See also Article 141).

(c) Free tenders (or quotations) may be invited in all cases of limited tender or

single tender system. In such cases, the tendering firms can submit their

tenders in their own commercial letter papers.

Invitation of Tenders

131. Whenever tenders are invited, the procedure in the following rules should be followed.

This procedure will apply to all Departments except those for which special rules have

been laid down in their Codes or Manuals.

(a) Before inviting tenders, every officer should estimate his requirements for the

year as far as he can foresee and regulate the time of his purchases

according to the state of market and stock position of stores of his

Department (vide Article 123). A phased programme may be drawn up for

inviting the tenders so that there is no rush of tenders at any time and priority

is given to articles which are in urgent need.

(i) Tenders can be invited even during the previous financial year for

normal and recurring supplies likely to be required by various

Departments in the succeeding year. But actual financial

commitment should be entered into only after the Budget is passed

by the Legislature.

(ii) In the case of requirement in bulk or costly machinery for which

competitive quotations can be obtained for forward delivery,

tenders should be invited well in advance of the requirements so

that stock purchases at prohibitive prices are avoided.

(iii) Rush purchases towards the end of the financial year should be

avoided. Expenditure which might otherwise be postponed should

not be incurred in the last month of the financial year solely with a

view to prevent lapses of the budget grants. Such rush purchases

have an undesirable effect in that the strict observance of the rules

regarding invitation of the tenders, proper scrutiny of offers etc.,

are rendered impossible at such high pressure. Hasty purchases

cannot but lead to waste, confusion and delay.

(b) The articles should properly be classified under different trade groups

according to the approved classification. (See Annexure IV to this Chapter).

Tenders should then be invited separately for each group.

(i) The tenders should not be made unwieldy by including too many

items of different kinds of materials in the same tender. Where

purchases are large one tender notice should normally contain only

one kind or class of articles.

(ii) Requirements should be correctly estimated. After inviting tenders

the quantity should not be varied materially. It is wrong economy

to purchase bulk quantities at retail prices.

CHAPTER VI] STORES [ 76

(iii) Indents of the different institutions or sections under the same Head

of Department should be classified and bulked into a single list.

They need not be shown separately in the tender list or schedule.

Example.— Laboratory glassware is required for the Physics, Chemistry, Botany

and Zoology Laboratories of a College. Each of these Departments

should not invite tenders separately, not should the Principal invite

tenders separately for each Department. On the other hand the

requirements of all the four Departments should be properly classified

and bulked. If, for example, each of the four Departments require 2

beakers with spout 500 c.c. the quantity should be mentioned as 8

numbers and this should occur only at one place in the tender notice.

(iv) The names of stores should be arranged in a clear intelligible

manner. Alphabetical arrangement is desirable. Each item should

be given correct and adequate specifications. Mere reference to a

catalogue numbers and mention of patent/brand names should be

avoided. For example, “Frigidaire” should not be mentioned where

the requirement is a refrigerator.

(c) The requirements of the same or similar materials should be consolidated and

tenders invited in order to secure the advantage of competitive prices for bulk

supply. Tenders should not be invited by the same Department for the same

class of materials several times during the same year. Apart from losing the

advantage of bulk purchases, piecemeal purchases result in avoidable work

and delay.

(d) Tender specifications should be carefully and correctly drawn up so that there

is no ambiguity about the correct type, size, packing etc., of materials

required. There should be no room changes in specifications after inviting

tenders.

(e) (i) Intending Departments should endeavour to adopt the Indian

Standard Specifications wherever available, and where such

specifications have not been laid down, should consistent with the

requirements of safety, security and end use of the stores, permit

relaxation of standards having regard to technical limitations in

indigenous production.

(ii) In respect of articles purchased by Government, other things being

equal, preference will be given to goods bearing Indian Standards

Institution certification mark.

(iii) Copies of tender notices issued by the Purchasing Officers will be

sent to the Indian Standards Institution for information.

(f) (i) Comprehensive specifications of plant, machinery and specialised

equipment should be given with the terms “or similar” added wherever

possible.

(ii) Where there is lack of experience of any particular type of equipment

and full specifications cannot be furnished, preliminary enquiries

should be made in the first instance and the offers got examined by

the technical experts who should then draw up comprehensive

specifications for inviting the formal tender.

(iii) Tenderers should be allowed to quote for all the items included in a

tender or a part thereof. They should also be allowed to make

suitable alternative offers.

(g) A Purchasing Officer who invites tenders for the supply of stores may exercise

full discretion regarding the place of delivery to be specified in the invitation of

tender. The conditions should as far as possible be such as to give all

tenderers equal opportunities of tendering at their lowest rates. He may

stipulate for delivery c.i.f. or f.o.r. at an Indian Port or f.o.r. at the place of

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 77

despatch in India or f.o.r. destination or for free delivery at the receiving

stores/office. When tenders are invited for the supply of plant and equipments

and the successful tenderers is to erect the plant at site, the appropriate

conditions in regard to delivery at site should be included in the invitation of

tender or in the general specifications.

(h) Save as provided in Article 148(b) all articles required for use in the public

service shall be purchased on the condition that delivery shall be made in

India for payments in Rupees in India. Except in special cases, full payment

should not be made for any stores against shipping or railway documents, and

payment should be completed only after the Receiving Officer has taken

delivery of stores and found them to be satisfactory in every respect.

(i) In all cases of invitation of tenders, care should be taken to see that sufficient

time is allowed to the tenderers to submit their tenders. In fixing the date for

the receipt of tenders , the purchasing Officer should take into account the

time required for publicity, for the receipt of the tender forms by the tenderers

and the preparation and despatch of the tenders. He may exercise his

discretion about the last date for the receipt of tenders keeping in mind the

nature and supply position of the articles required to be purchased.

(j) The following minima are suggested: -

(i) For ordinary stores which can be procured from the

Indian market—One month.

(ii) For machinery and plant which have necessarily to be

imported—Two months.

(iii) For heavy equipments involving foreign manufacture of

plant and machinery, their import and erection—Three

months.

(k) The invitation should also specify a period of firmness during which the

tenderers are to keep their rates firm. The time fixed for firmness of officers

should be enough to cover the normal delay expected in placing supply

orders after going through all the formalities. It is necessary that regard

should be had to the fluctuating nature of the markets in fixing these periods.

Long periods of firmness such as 6 or 8 months should be avoided. The

following periods of firmness may generally be prescribed:—

(i) All ordinary items of stores—Two months.

(ii) Important tenders involving manufacture, supply and erection such as

heavy electrical plants, machinery steel structures etc.—Three

months.

(iii) For stores which are in short supply in the country and the prices of

which are subject to violent fluctuations, a maximum period of one

month or even less may be fixed. A week or two is better.

(iv) It is important that in all cases decision regarding the selection of

offers are taken promptly and acceptances communicated to, or

supply orders placed with the selected firms before the period of

firmness expires.

(l) In all cases, tenders should be obtained in sealed envelopes. In special

cases tenders in duplicate may be called for or even in triplicate. The tender

invitation should include the general conditions of tender, and a list of the

materials required, each item carrying full specifications and special

conditions, if any. The tenderers should be asked to superscribe on the

envelopes containing the tenders the name and number of tender as well as

their own name. The advertisement should specify the price of tender forms

CHAPTER VI] STORES [ 78

and state the place where, the date on which and the time when the tenders

are to be submitted, and will be opened. The tenderers or their

representatives may be invited to be present at that time to scrutinise the

several competitive tenders received.

(m) Tenders shall be invited in India and when considered desirable also from

abroad for the supply of articles in order to obtain adequate publicity and to

ensure that the purchase is made to the best advantage. These

considerations apply mainly to the categories of stores which have usually

been obtained in the past by import.

(n) The service of the Central Purchase Organisation (Director General of

Supplies and Disposals, New Delhi, the I.S.D., London and the I.S.M.,

Washington) may be utilised to the extent necessary. The rules for utilising

the service of Central Purchase Organisation are contained in Annexure V.

Earnest money deposit

132. A cash deposit as earnest money should ordinarily be taken for every tender involving

Rs.10,000 or more and for special tenders the amount being 1 per cent (rounded to the

nearest rupee) of the total cost of the articles tendered for. This is subject to a minimum

of Rs.30, if 1 per cent of the amount of the tender falls below Rs.30.

In certain special cases, a lump sum earnest money may be prescribed with reference

to the nature of articles required and to the extent of possible competition.

Note:— No earnest money or security deposit is necessary in respect of supplies from

Government Institutions/State Public Sector Industries/ State Government

Departmental units.

(a) Heads of Departments may by general or special orders dispense with

earnest money deposits in the case of firms of established repute.

(b) Government or any authority authorised by Government may be general or

special orders exempt any firm of repute and standing from furnishing earnest

money.

(c) Firms whose names are on the Register of approved suppliers kept by the

Stores Purchase Department and who are registered with the Director

General of Supplies and disposals, New Delhi are exempted from furnishing

earnest money for tenders in respect of stores for which they have registered

as suppliers of stores. But this exemption will not be given in the case of

tenders for rate/running contracts.

(d) Small Scale Industries and Cottage Industries and Industrial Co-operatives

within the State which are certified as such by the Director of Industries and

Commerce or by the Regional Joint Directors of Industries and Commerce are

exempted from furnishing earnest money deposits in support of tenders

submitted by them to Government Departments.

(e) Firms, who produce a Bank guarantee in the prescribed form (Appendix 10 to

the Stores Purchase Manual) for Rs. 10,000 as permanent earnest money to

the Stores Purchase Department, need not furnish earnest money for

individual tenders invited by Government Departments .

(f) Government Institutions/State Public Sector Industries which manufacture and

supply stores are exempted from furnishing earnest money for tenders.

Earnest money may be accepted either in cash or crossed Bank Drafts or Treasury

Savings Bank Deposits or Government Promissory Notes *or Bank guarantee. The

tenderers should be specially instructed in the advertisement not to enclose in the

envelope any Earnest Money in cash, but only in crossed drafts. Fixed deposit in the

State Bank of Travancore, in the name of the Purchasing Officer or in the name of the

depositor with due endorsement thereon to the Purchasing Officer may also be

accepted provided the period is not less than six months.

[Addition

C.S.No.5/85

G.O.(P)470/85/Fin.

dated 23-8-1985.]

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 79

In the case of firms doing business within the State, cash remittance of earnest money

should be made into any of the Government Treasuries and the receipted chalan

produced with the tender.

Receipt and opening of tenders

133. (a) A register in Form No.15 should be maintained to show the details of the

tenders invited; the names of tenderers, the date of receipt, date of opening,

etc., of tenders and quotations. The tenders received should be serially

numbered and entered in this register and then kept under lock and key by the

Head of office until taken out on the opening date. Late tenders should also

be entered in the Register and the reason for their inclusion or exclusion

recorded in the remarks column.

(b) The tenders should be opened (in the presence of any of the tenderers who

may be present) by the Head of Office or by other Responsible Officer but not

by subordinates. The tenders should be taken out from lock and key by the

Officer opening the tender at the appointed hour only. They should be

opened in the same order in which they have been received. Each

tender/quotation opened should be serially numbered and initialled by the

Officer with date and time. The names of the representatives of tenderers

present should be entered in the appropriate column of the Register referred

to above.

(c) The envelopes in which tenders are received should be prescribed along with

the tenders for the purpose of record. The file of tenders and the envelopes

with the orders of the purchasing officer or of Government accepting one or

more tenders should be carefully preserved for five years at the least.

Entertainment of tenders

134. (a) Tenders which are in the prescribed form (when forms are prescribed) and are

accompanied by the requisite earnest money (if earnest money is prescribed)

shall be included for consideration provided they have been received before

the time prescribed for their receipt. Tenders shall be excluded in the

following cases:—

(i) When the tenders are not in the prescribed form (where forms are

prescribed).

(ii) When the tender is not accompanied by requisite earnest money

(where earnest money is prescribed).

(iii) When the tender is not signed by the tenderer.

(iv) When the tender is from a black-listed firm or a banned firm

(v) When the tender is received late.

(1) On no account tenders received after the time fixed for the opening

of tenders shall be considered.

(2) Tenders received by post after the date and time fixed for their

receipt, but before the time fixed for the opening of the tenders

shall also be considered, provided the officer concerned is

satisfied that the delay occurred in postal transit.

Telegraphic tenders, if received in time, may be included for consideration,

provided they are followed by confirmation and detailed tender with requisite

earnest money, etc., within two days of the opening and also provided that

such detailed tenders are posted before the opening date.

No tender may be rejected for quoting for a part only, unless it is otherwise

demanded in the tender notice.

CHAPTER VI] STORES [ 80

Acceptance of tenders

135. (1) (i) In selecting the tender/tenders to be accepted the financial status and

previous performance, if any, of the tenderers should be taken into

consideration in addition to all other relevant factors.

Note:— When a tender which appears to be satisfactory is received from an

unknown firm, steps should be taken before any order is placed to

ascertain whether the firm is capable of executing the contract in a

proper manner. If the result of enquiry proves satisfactory the order or a

portion of it may be placed with the firm. If any firm is to be ignored on

grounds of unsatisfactory, performance in respect of a previous

contract, the decision should be taken by Government.

(ii) The various tenders should be compared in respect of price, quality, terms

of delivery, terms of payment, etc., other conditions being equal the lowest

tender should be accepted; and in cases where the lowest tender is not

accepted the reasons therefore should be recorded [see also item (v)

below].

(iii) When there are two or more offers for an article at the same rate and

governed by similar conditions, the contract may be divided equally

among the tenderers provided they are all well-known. Otherwise, the

previous contractor whose performance was satisfactory should be

preferred.

(iv) In selecting offers the cheapness, etc., of each individual item should be

taken into account.

(v) In accepting tenders as above, producers and manufacturers in Kerala

should be given preference. Government Purchase Policy generally

permits a price preference upto 15 per cent or even upto 25 percent or

even higher in special cases, for indigenous products over imported

stores. The following price preference may be allowed for products of

private industries within the State over the products made outside the

State: -

(a) Fifteen per cent for industries, in which Government have taken shares.

(b) Ten per cent for other industries.

(c) Fifteen per cent of Industries of Charitable Institution registered under the

Travancore-Cochin Literary, Scientific and Charitable Societies

Registration Act XII of 1955, within the district of their location.

Note:— These price preferences are subject to a ceiling of 25 per cent over

imported goods. As far as possible purchases will be made locally unless

the prices are substantially higher and the quality unsatisfactory. The choice

will, however, be subject to the price preference limits indicated above.

(vi) When the conditions regarding quality, price, terms of delivery, terms of

payment, etc., are equal, preference in making purchases should be given in

the following order:-

Firstly:– to articles which are produced in Kerala;

Secondly:– to articles which are produced in India in the form of raw

materials or are manufactured in India from materials produced in

India;

Thirdly:– to articles wholly or partially manufactured in India from imported

materials;

Fourthly:– to articles of foreign manufacture held in stock in India;

Fifthly:– to articles manufactured abroad, which need to be specially

imported.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 81

Note:— With the view to applying the principles of preference given above, a

purchasing officer who invites tenders for supplying stores should instruct

the tenderers to furnish information as to the country of origin in the case of

raw material, and as to both the country of manufacture and the country of

origin of the materials used for a manufactured article.

(vii) As far as possible firm price offers should be preferred to offers providing for

variation. Price variation conditions need be accepted only in very special

cases and in unavoidable circumstances. In the case of articles which are

usually subject to price variation the standard price variation clause given to

Annexure VII should be included in the tender notice itself.

(2) The acceptance or rejection of a tender is a matter entirely within the discretion of

the officer responsible for the purchase of the material, but a superior authority or

the Accountant-General may require him to justify the manner in which he has

used his discretion and give his reasons for rejecting any tender. No tenderer has

any right to be told the reasons for rejecting his tender, and reasons for rejection

should not be communicated to any tenderer.

136. No Government servant shall deal with a tender in which he or any of his relations has any

pecuniary or other interest. If any such cases comes before him in the course of his official

duties, he should refrain from dealing with the case and should submit the case to the next

higher authority for passing orders, indicating at the same time that he is not dealing with the

case because of the interest. The relationship for the purpose of this rule will be as specified

in section 6 of the Indian Companies Act, 1956 (extract given as Appendix XXIII to the Stores

Purchase Manual). If any violation of this rule is detected it will be dealt with severely.

137. When owing to inadequate publicity or some other reason no satisfactory tender is received

in response to an invitation to tender, fresh tenders should be invited and the invitation to

tender should be specially brought to the notice of all possible tenderers. If considered

desirable the services of the Director General of Supplies and Disposals, New Delhi may be

requisitioned.

138. When the total cost of the articles to be purchased at a time is beyond the financial powers of

the purchasing officer he should forward the tenders received and other relevant records

together with his recommendations to the higher authorities or Government, as the case may

be, for orders.

Communication of Acceptance

139. (a) Save as provided in sub-paragraphs (d) to (f) below, when a tender has been once

accepted finally such acceptance shall be communicated to the successful tenderer

in the most expeditious manner and in any case before the period of firmness

expires, if such period of firmness exists. A formal supply order should also be

placed with the successful tenderer simultaneously. The supply order should furnish

the description, quantity and price of the articles to be supplied. It should also

prescribe the terms of delivery and the terms of payment. Clear despatch

instructions should also be given to the supplying firm.

(b) In cases where railway freight is to be borne by Government, the stores should be

got down by goods train. In exceptional cases, transport by passenger train, lorry

transport or by post may be resorted to, but the purchasing officer should record the

reasons for adopting such a course.

Copies of the supply orders should be forwarded to the Accountant- General, to the

officer who actually receives the stores and to the Sales -tax and Income-tax

authorities. A standard form of supply order is given in Annexure VIII.

* * * * # * *

#[Deletion &

renumbering

C.S.No.5/85

G.O.(P)470/85/Fin.,

dt 23-8-1985.

(d) When the supply of stores is subject to the condition that the Department should

produce Import License, formal supply order should be placed only after receipt of

the license.

CHAPTER VI] STORES [ 82

Security and agreement

140. (i) (a) The Purchasing Officer should arrange to take a security from the

successful tenderer for the due fulfillment of the contract equivalent

to 5 per cent of the total value of the contract (rounded to the

nearest rupee) subject to a minimum of Rs. 30 in case of 5 per cent

value of contract falls below Rs. 30. All purchases costing below Rs.

1000 will be exempted from the requirements of security deposit

and written agreement subject to the condition that in such cases

prices should be agreed upon in writing as provided in Article 51

and that payment will be made only after supplies are received,

verified and taken to stock. The security may also be taken in Bank

guarantees from Scheduled Banks (Annexure IX) and in any of the

forms mentioned under Article 288. The personal securities of two

persons of known probity and substance may also be accepted in

exceptional cases, when there are special reasons for doing so.

(b) The government or any authority authorised by Government may,

when desirable, exempt a firm of established repute from the

obligation to furnish security in respect of all contracts or for a

particular contract or class of contracts made with any Department of

Government.

(c) No security should be demanded or taken from any Government

Institutions or any institutions listed in Annexure III, which supply

stores. This provision will apply in the matter of purchase of stores

from Government of India undertakings as well.

(d) Small scale Industries, cottage industries and industrial Cooperatives

within the state which have been registered as such with

the Industries Department (Department under the control of the

Director of Industries and Commerce) on furnishing proof of such

registration are exempted from furnishing security deposits against

contracts for supply of Stores manufactured by them provided that

an officer of and above the rank of Deputy Director of Industries and

Commerce having jurisdiction over the area also certifies to the

soundness and reliability of the concerns to undertake the contracts

+[In so far as Khadi and Village Industries Co- operative Societies

within the State are concerned these powers will be exercised by the

Secretary, Kerala Khadi and Village Industries Board].

[This amendment shall be deemed to have come into force with effect from

5-6-1975.]

[Addition

C.S.No.7/75

G.O.(P)545/75/Fin.

dated 09-12-1975.]

(e) After a contract has been fulfilled and payment made, the security

deposit should be released or refunded to the contractor/Firm

without delay. As a rule, the security deposit should be released or

returned to the contractor within a maximum period of three months

of the expiration of the contract. In all cases where there is

guarantee for the goods supplied the security deposit will be

released only after the expiry of the guarantee period.

(f) No fresh security deposit need be demanded from firms for extended

period of the rate contracts originally concluded with them. The

security deposit obtained against the original rate contract may be

considered as security for the extended period of the rate contract.

In all such cases a supplemental agreement should be entered into

with the rate contract holder for the satisfactory fulfillment of the

extended contract. A standard form of supplemental agreement is

given in Annexure XII.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 83

(ii) In the matter of purchase of stores by the State Government Departments,

Small Scale Industrial Units sponsored by the National Small Industries

Corporation Limited, New Delhi and in respect of which competency

certificates are issued by the Corporation will be exempted from payment of

earnest money deposits and security deposits. This will not, however, apply in

the matter of purchase of Stores on rate or running contract basis.

(iii) In case the earnest money deposited by the successful contractor if any, is

less than the security deposit demanded the amount of earnest money may

be treated as part of security deposit and the balance amount may be called

for from the firm. In other cases, full amount of security deposit should be

called for from the firm. The earnest money submitted by all unsuccessful

tenderers should also be refunded simultaneously.

(iv) An agreement should be entered into with the successful tenderer embodying

the conditions of the order and providing for the necessary penal clauses for

any breach of the conditions of the contract. A standard form of agreement is

given Annexure X. In the case of purchases costing above Rs. 1000 the

purchasing officer shall forward a draft agreement to the firms along with the

supply order directing them that the consignments need be sent only after

executing the agreement. If any firm despatch the goods before execution of

the agreement, they should be held liable for the demurrage charges, if any.

Note:— The agreements are liable to stamp duty but registration is optional

Standard forms of quotation notice, supply order, bank guarantee

and agreement are given in Annexures I, II, VIII, IX, X and XI.

Rate and running contracts

141. All stores of standard types other than those required in small quantities only, which are

in common and regular demand and the price of which are not subject to appreciable

market fluctuations may be purchased on the basis of a Rate or Running contract,

whichever is most suited to the circumstances of each particular case.

In the case of articles which cannot be stocked conveniently in the departmental store

with safety and convenience, the system of running contracts should be adopted. A

running contract is a contract for the supply of an of approximate quantity of stores at a

specified price during a certain period .

Running contracts may be settled for the supply of articles at intervals during a whole

year on a part thereof. Dietary articles, firewood, charcoal, raw materials for Ayurvedic

medicines etc., come under this group. In settling running contracts all the rules relating

to the ordinary contracts like invitation of tenders, earnest money etc., should be

followed, and in addition, special provision should be made to safeguard Government

interests and to ensure regular supplies. It is important that for all running contracts,

tenders with earnest money should be invited irrespective of the amount involved.

A rate contract is a contract for the supply of stores at specified rates during the period

covered by the contract. No quantities are usually mentioned in the contract, and the

contractor is bound to accept any order which may be placed upon him at the rates

specified within the contract period. As a reciprocal consideration the Government

undertakes or order from the contractor all stores under the contract which are required

to be purchased subject to certain reservations for submitting prices to competition and

for deciding the contract between one or more contractors. Rate contract should be

settled for such articles as are required frequently by many Departments during the

course of an year for which the quantity cannot be forecast. Rate contracts also may be

settled for one year or shorter definite period. Indenting Officers can draw their

requirements direct from the contractors as and when required. Steel furniture, Steel

cupboards and M.T. Batteries, Sewing Machines, etc., are some of the items coming

under this group.

CHAPTER VI] STORES [ 84

Running contracts may be settled by Heads of Departments and Departmental

Purchase Committees, but rate contracts will be settled by the Stores Purchase

Department only.

The Director General of Supplies and Disposals, New Delhi is concluding every year rate

and/or running contract for a number of articles. Purchasing Officers can avail themselves of

these contracts, wherever it is economical and easier to do so. They should keep themselves

conversant with the rules and procedure of the Director General of Supplies and Disposals

Rate Contracts. The Stores Purchase Department is also concluding every year rate contract

for a number of articles. In respect of purchases as per rate contracts settled by the Director

General of Supplies and Disposals and the State Government, purchase sanction from

Government is not necessary, even if the value of the purchase exceeds the purchase

powers of the Purchasing Officer provided that it is specified while issuing administrative

sanction, that the purchase will be made as per Director General of Supplies and

Disposals/State Rate Contracts. In such cases, the selection of the type and make of the

articles to be purchased will be made by the Purchasing Officer. It is not necessary to

mention the name of the firm or description of stores etc., in the administrative sanction

issued for the purchase.

In the case of items for which rate/running contracts settled by the Stores Purchase

Department exist or a running contract settled by the Head of Department exists, it is

obligatory for Government Departments to avail themselves of those contracts. The

agreement form to be used in the case of running/rate Contract is contained in Annexure XI.

Negotiated contracts

142. When owing to greater promptitude of supply, by particular agencies of special

manufacture of some articles by certain firms, substantial economy can be effected by

deviating from the tender system, officers may, after negotiation purchase direct such

articles from the firms or agencies concerned. This rule will apply only to patents and

specialities to which tender system cannot be applied with advantage (vide also Article

126).

Examination of contracts by the Accountant General

143. The Accountant General in the exercise of his audit functions will examine contracts

settled by the departments and report to the Government the facts of any case that

come to his notice, in which competitive tenders where not invited though they should

have been invited under the rules or a tender other than the lowest was accepted

without sufficient jurisdiction, or any other materials irregularity which has been

committed in connection with a contract.

Insurance of Government property

144. In the case of goods imported from abroad, insurance charges are payable by

Government, when the purchase price includes cost, insurance and freight of the goods

as delivered at any Port of Entry in the State. In f.o.b. or f.a.s. contracts also insurance

charges are payable by Government. In all cases of contracts where the supplying firm

does not undertake insurance at its cost, the purchasing officer should arrange for

insurance himself against risks in transits such as loss, damage, etc.

Insurance is essential in the case of fragile goods, costly machinery, equipments,

delicate machines and instruments and such articles which deteriorate or otherwise

becomes useless in transit.

Claims in respect of imported stores, lost or damaged

145. (i) Purchasing Officers should see that in the case of loss or damage of imported

stores, claims are promptly made against the shippers, the landing and clearing

contractors of the supplies, according to circumstances or the Marine Insurance

Company. A loss will be chargeable against Marine Insurance only when the

responsibility for the loss or damage can not be fixed on the shippers, the landing

contractors or the suppliers and recoveries should be made accordingly. In any

case, loss or damage has to be reported promptly to the authorities concerned.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 85

(ii) The report of loss or damage should show the particulars contained in the

instructions in the packing account, namely description of stores, details of

numbers and, where necessary, sizes and quantities, and when articles are

missing the gross weights of packages as received. In all cases where defects

noticed can be rectified locally the probable cost of such local repairs shall be

specified. “Details of Recoveries” already effected or proposed to be effected

should also be mentioned. If no recovery has been made the fact and reasons

therefore should also be reported.

(iii) Marine Insurance does not cover risks after the movement when the stores

leave the ship’s side, i.e., during landing, and it is therefore essential that

brittle stores such as stoneware pipes, R.C. pipes, glassware, etc., should be

landed at places of safety. Such stores should be landed at the ports only

when the risk of breakage is at a minimum. Indenting Officers should clearly

indicate in there indents whether any of the indented articles should be so

delivered.

(iv) In all cases in which stores from foreign countries are purchased

arrangements shall be made to obtain three sets of documents. One set shall

be caused to be forwarded at the earliest possible date to receiving agents or

clearing agents if such agents are appointed; one set will be caused to be

similarly sent to the indenting officer and the third set to the Secretary, Stores

Purchase Department or the Head of the Department. On receipt of the

shipping documents, the indenting officer will issue necessary instructions to

the receiving agents in the matter of transmission of packages, etc., copies of

such correspondence being simultaneously forwarded to the Secretary,

Stores Purchase Department or the Head of the Department.

Insurance on Railways or Lorry Transport or Inland Water Transport

146. When the terms of delivery accepted by the Purchasing Officer are ex-factory or exgodown

or f.o.r./f.o.b. place of despatch, the charges for onward transmission including

freight and insurance have to be borne by Government. Insurance of articles supplied

from sources in India is optional, but in all cases in which damage is likely insurance is

advisable.

Receipt and verification of stores

147. (i) The Officer authorised to receive stores should himself verify the articles

received with reference to the approved samples, if any and take them to

stock soon after they are received. Any articles which is not new, or which

does not conform to standard specification or to approved samples or which is

different from those ordered for or which is damaged or defective in any

respect should not be accepted.

(ii) Stores which arrive by ship or railway or lorry or any other mode of transport

should be taken delivery of immediately after arrival to avoid demurrage etc.

Sanction of Government is necessary to pay demurrage, subject to however,

to the powers delegated to the Purchasing Officers.

(iii) Any loss, shortage or damage of any defect noticed on checking stores should

be promptly brought to the notice of all concerned. Any claim for loss, etc.,

should be preferred on the suppliers or transporting agents or insurance

company, as the case may be, immediately after the stocks are received.

(iv) Heads of Departments can accept late supplies after recording the reasons

therefor upto two months after the prescribed date of delivery. For further

period, in the case of purchases costing below Rs. 5 lakhs, the orders of the

Secretary to Government of the concerned Department should be taken and

in the case of purchases costing above Rs. 5 lakhs, the proposals should be

sent to the concerned Departmental Purchase Committee. Director of Printing

and Stationery can accept late supplies upto 3 months in respect of purchases

for which he is competent to sanction. The Director of Health Services can

CHAPTER VI] STORES [ 86

accept late supplies upto four months provided no loss on account of such

extension of time is incurred by Government.

Payment for stores

148. (a) (i) For stores purchased in India.— As a general rule, payment for supplies is

not permissible unless stores have been recieved, verified, and taken to

stock and provision for the observance of this rule should ordinarily be

made in all contracts for the supply of goods.

(ii) Payment prior to verification of quantity and quality of material is

permissible only in very exceptional cases in which the operation of the

rule in the above paragraph might result in hard- ship, as for example,

when costly stores are ordered from a distant firm and delay in payment is

anticipated. In such cases a part of the cost of the consignments (not

exceeding 90 per cent) to a distant firm may be paid in advance on receipt

of the railway receipt for despatch or bill of lading provided the firm or

contractor is of well-known standing and provided an agreement is taken

before-hand, with the contractor or firm to secure Government against all

loss in the event of materials being found short or defective on checking.

(iii) In every exceptional cases, payment upto the full value against proof of

despatch may be made with the prior sanction of Government. *Heads of

the Departments may effect 100% payment in very exceptional cases, if

the amount involved is less than Rs. 5,000 (Rupees five thousand only)

and the conditions mentioned in sub-rule (ii) above are satisfied.

*[Addition C.S.No.

5/85

G.O.(P)470/85/Fin.,

dated 23-8-1985.]

(iv) The Officer who maintains the stock register must himself receive the new

stock. Whenever a new purchase has been sanctioned and the bill for

drawing the money required is ready, it must be forwarded to the officer

entrusted with the maintenance of the stock register, who should certify on

the office copy of the bill that the new purchase in question has been duly

taken on to the stock account. In those rare cases in which it is not

possible to receive stock before payment is made, e.g. , when articles are

received by rail or post and payment is made against documents, the

officer-in-charge of stock accounts should verify the new stock or receipt

and furnish a certificate of verification which should be filed with the office

copy of the bill concerned.

(v) Payment should ordinarily be made immediately after the stores are taken

to stock. In no case should the payment be delayed for more than thirty

days from the date of receipt of stores. If in any case delay in payment is

anticipated, the officer who is competent to make payment should intimate

the supplier concerned the reasons for such delay.

(VI) The firms will produce stamped pre-receipted invoices in all cases where

payments (advance/final) for release of railway receipts/shipping

documents are made through Banks. In exceptional cases where the

stamped receipts of the firms are not received for the payments (in

advance) the unstamped receipt of the Bank (i.e. counterfoils of pay -inslips

issued by the Bank) alone may be accepted as a valid proof for the

payment made.

Note:— It is important that payment of bills should be made as

expeditiously as possible after their presentation, as otherwise

claims for interest might arise ending in litigation. Such a

contingency should be avoided.

(b) Payment for foreign purchase.— (i) Payments should be made in Rupees in

India. Payment in any other currency and in any other country requires prior

sanction of Government.

(ii) Payment to firms abroad is arranged by the Accountant General

through the State Bank of India or any other bank on production of

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 87

invoices, etc., supported by the certificates of the inspection agents,

if any. The invoice received by the Purchasing Officer will be

transmitted to the Accountant -General after counter-signature by

competent authority with the stock certificates, and the head of debit

noted thereon.

(iii) Payment for supplies arranged by the Accountant General through

by India Stores Department, London or the India Supply Mission,

Washington will be made in accordance with the terms of payment

agreed to by those bodies with the contractors. All such payments

will be arranged by the Accountant General.

(iv) In respect of foreign orders in which payment of a portion or full value

of the articles against shipping document or on arrival of the goods

at the port is stipulated in the contract, under proper authority, such

payments will be authorised by the Accountant General immediately

on receipt of information from the Purchasing Officer that the

documents have been received by the Bank from the suppliers or

that the goods have arrived at the port. The balance value, if any,

will be arranged to be paid on receipt by the Accountant General on

a requisition from the Purchasing Officer with the necessary

certificates in the invoice.

(v) In the case of balance withheld in the first instance from the firm’s

invoices and which have to be authorised for payment after

verification of the materials by Departments, the officers concerned

should see that the materials are verified immediately on receipt

and that requisitions to the Accountant General for the payment of

the balances withheld are issued not later than a month from the

date of receipt of the materials.

(vi) In cases in which there is no agreement regarding payment in

advance, payment will be arranged only after the articles have been

actually received and brought to account.

(vii) In the case of advance payments to be made with order or during

the course of manufacture or before despatch of materials prior

sanction of Government is necessary.

(viii) Since payments in any foreign currency require the sanction of

Government of India no Purchasing Officer should make any

commitments to pay in foreign currency before obtaining such

sanction.

(ix) The firms will produce stamped pre-receipted invoices in all cases

where payments (advance/final) for release of railway

receipts/shipping documents are made through Banks. In

exceptional cases where the stamped receipts of the firms are not

received for payments (in advance) the unstamped receipt of the

bank (i.e., counterfoils of pay-in-slips issued by the Bank) alone

may be accepted as a valid proof for the payment made

Stock accounts

149. (1) The head of an office or any other officer who is entrusted with stores of any

kind should take special care in arranging for their safe custody. He should

also maintain suitable stock accounts or inventories for the stores in his

custody with a view to preventing loss to the Government through theft,

fraud, negligence or accident, and to making it possible to check the actual

balance with the book balance and the expenditure on stores at any time. It

is important that each item of receipt and issue (or disposal) of stores should

be recorded concurrently as it occurs in the registers.

CHAPTER VI] STORES [ 88

(2) The form of the stock account has to be settled with reference to the nature of

stores, the frequency of transactions and the special requirements of each

department. The same form of stock account would not be suitable both for

consumable articles such as dietary stores kept for use in a hospital or jail and

also for ordinary office furniture. Ordinarily each office should keep its stock

account or accounts in the form and according to the instructions laid down in

any general or special orders of the Government which apply to the

departments concerned or in the departmental manual, code or orders. If no

such forms and instructions are available, or if they are available but a

competent authority has held that they are defective, then the stock accounts

should be kept in accordance with the instructions in Articles 151 and 152

below.

*(3) In the case of departments (other than those rendering monthly compiled

accounts to the Accountant-General under the P.W.D. system) where

consumables (other than items debited to office expenses) are purchased

and/or where non-consumable articles are purchased centrally for distribution

among Subordinate Officers/ private parties, the officers listed in Appendix 2A

should, on or before the 30th June every year, forward to the Accountant -

General consolidated stores and stock accounts of the departments for the

immediately preceding financial year. Machinery, tools, equipments etc.,

purchased by such officers for exclusive use in their offices need not be

included in the consolidated stores and stock accounts.

*[Addition C.S.No.

2/83 G.O.(P)

231/83/Fin., dated

2-5-1983.]

150. Separate stock accounts should be maintained for:—

(a) Raw materials and expendible stores used in manufacturing departments, etc.

(b) Office furniture including all office stores except books, forms and stationery

(c) Books, forms and stationery.

(a) Stock accounts of raw materials and expendible stores.— The stock

accounts required on account of raw materials and expendible stores

include day-books of receipts and issues for recording the transactions

as they take place and a ledger for each kind of article showing the

receipts, issues and balances. If no specific forms and rules have been

prescribed for a department. Forms 16 and 17 should be used for this

purpose.

(b) Stock account of office furniture and stores.— Every Head of Office should

maintain a stock account of furniture and all other stores (except books,

forms and stationery) in Form 18 showing the number received, the

number issued or disposed of (by transfer, sale, loss, etc.) and the balance

in hand for each kind of article separately. When an office is large and the

furniture, etc., is kept in several rooms, the Head of the Office may have an

inventory of the furniture, etc., kept in each room exhibited in the room and

kept up-to-date in order to facilitate the annual verification of stock and fix

the responsibility for any loss that may occur.

(c) Stock account of books, forms and stationary.— Every Head of Office should

also maintain stock accounts for forms and stationery in accordance with

the rules in the Stationery Manual and also a register in Form 19 of the

books belonging to the office.

Note 1:— The term ‘books’ will include catalogues, periodicals etc.

Note 2:— Government libraries and museums should maintain catalogues as well as the

prescribed stock accounts or inventories.

Valuation of stores in stock accounts

151. When a period inventory is maintained, the value recorded in it for any item should not

materially exceed its current market value. The Head of the Department concerned

should issue necessary instructions to ensure that the stores are valued with reasonable

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 89

accuracy and that the rates adopted are reviewed at suitable intervals by a competent

authority.

152. Stores should be issued as far as possible on indents passed by an officer who has

been duly authorised to pass them. Every issue should be recorded in the stock

account at the time when it is made.

In respect of transactions between a main store and the sub stores under it, it is

essential that there should be complete reconciliation of the issues from the main store

and the receipts in the subsidiary stores to which issues are effected from the main

store. The inspecting officers and other departmental officers should specially bear this

point in the mind while conducting stores inspection.

Inspection of stores

153. No Government servant should hold stores in stock in excess of the quantity likely to be

required for a reasonable period. To ensure that this rule is observed, a responsible

officer of the Department should inspect all perishable stores once in each half-year and

all the other stores once a year unless there is sufficient reason (which should be

recorded) to the contrary. If he considers that any of the stores inspected is obsolete or

in (excess of reasonable requirement, he should submit a report to the competent

authorities either to sanction the write off of a loss of cash equivalent to their value or to

transfer the surplus stores to other Departments/ Offices which may require them and

also to include them in the list of surplus stores. These authorities should then pass

orders as to the disposal of such stores. Heads of Departments and Offices should also

review the stock position of the various stores under them as on 31st March of a year in

the month of May of the succeeding financial year and take steps to dispose of materials

which have become unserviceable or are likely to become unserviceable in the near

future. A copy of each of such review should be sent to Government in the

administrative Department and the Finance Department so as to reach Government

before 15th June of each year.

Unserviceable and surplus stores

154. Subject to any special orders issued by Government as applicable to individual cases,

stores which are found to have become unserviceable in the ordinary course or by fair

wear and tear may be condemned by the authority competent to authorise replacement

by purchase. Full reasons for condemning such unserviceable stores must be recorded

on such orders together with a certificate to the following effect:—

“Certified that I have personally satisfied myself that each item written off in these

proceedings has become unserviceable in the ordinary course through proper usage or

by fair wear and tear.”

Note:— Separate sanction for write off of losses is not necessary where the stores are

bodily present. It is only in such cases where the stores are missing (as in

cases of fire, theft, etc.) that formal sanction for write off of losses will be

necessary.

155. (a) The authority referred to in the preceding Article may also condemn stores found

at any time to have become unserviceable, otherwise than in the ordinary course

or by fair wear and tear (e.g., by avoidable carelessness or neglect, misuse, etc.)

but this should not be done until after their value has been written off by the

authorities competent to write off a loss of cash equivalent to their value or the

recovery of the balance has been effected from the persons responsible.

The value of stores for purpose of Articles 153 to 157 shall be taken to be their

book value where priced accounts are maintained, and where these are nonexistent

or suspect, their “replacement value”, i.e., market value (at the time of

issue of sanction for the disposal/write off) of such new articles or articles of similar

nature.

(b) When any stores become unserviceable or depreciate otherwise than in the

ordinary course or by fair wear and tear, their value or the amount of such

depreciation, as the case may be, should be treated as a loss to the Government

CHAPTER VI] STORES [ 90

within the meaning of Article 297 and the procedure prescribed therein should be

strictly followed in reporting any such loss (See also Article 301).

156. Stores which have become unserviceable otherwise than in the ordinary course or by

fair wear and tear, should never be condemned in the same order along with stores

which have become unserviceable in the ordinary course or by fair wear and tear.

Separate orders should be passed dealing with the stores in each of the two classeseach

order should indicate the causes leading to the stores having become

unserviceable or obsolete and should state how the condemned stores are to be

disposed of, i.e., whether by sale or by destruction, since stores should be condemned

only when they cannot be made serviceable by repairs at a reasonable cost. A copy of

such order should be endorsed to the Accountant -General. Condemned stores which

are quite worthless should be ordered to be destroyed. Other condemned stores should

as far as possible, be sold under the orders of the authority competent to write off a loss

of cash equivalent to their value and the sale proceeds credited to Government. The

sale proceeds should not be taken into account for determining the value of the stores

as this amount is to be treated as a miscellaneous receipt of the department concerned.

The Head of the Office should record full particulars regarding all condemned stores in

suitable lists from which their disposals can be checked.

Note:- In all cases where the stores are condemned the orders should be supported by a

survey report in Form 21.

156A. Where articles are to be sold by public auction, the Head of the Office or any other

Gazetted Officer authorised by the Head of the Office should invariably attend the

auction and record the final bids. Wide publicity should be given before conducting the

auction and the form of publicity should conform to the rules prescribed in the

departmental manuals. In the absence of any provision in this regard in the

departmental manuals, the officer sanctioning the sale shall decide the nature of

publicity to be given, with due regard to the assessed value of the articles to be sold.

2. A register in Form No. 20 should be maintained by the officer authorised to

conduct the auction and all the columns in the register should be filled up at

each stage of the auction. A separate page or folio should be set apart in the

register for each auction.

3. An earnest money deposit at the rate of 1 per cent of the assessed value of the

articles to be sold subject to a minimum of Rs. 10 may be realised from the

intending bidders before the commencement of auction. The earnest money shall

be returned to the bidders immediately after the auction except in the case of

successful bidder, in whose case the amount will be adjusted against the sale

price due from him. In the event of the highest bid being found unreasonably

lower than the assessed value of the articles, the officer authorised to conduct the

auction may cancel the auction, in which case the earnest money deposited by the

bidders including that by the highest bidder shall be refunded instantly, obtaining

proper acquittance in each case. While arranging re-auction, the Head of the

Office shall consider whether greater publicity is needed in order to attract more

participants at the re-auction. The procedure for the re-auction will be same as for

the original auction.

4. Soon after confirmation of the auction by competent authority, the successful

bidder shall deposit the bid amount in full less earnest money deposit. Articles

sold at the auction shall on no account be retained in the office for long. The

period for which they will be kept and that too at the risk and loss of the successful

bidder may be notified before the conduct of the auction and the written consent of

the bidder therefor, obtained. In the event of failure to take delivery of the articles

after the stipulated time, the articles may either be arranged to be re-auctioned or

released to the original bidder himself on realisation of such retaining fee as

may be reasonable in each case. In the event of re-auction the successful bidder

at the previous auction shall forfeit the amount remitted by him. This position may

be brought out clearly in the notice relating to the auction and the written consent

of the bidders to this condition obtained prior to the auction.

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 91

5. The Head of Office or any other authorised officer should be present when the

articles sold are released, his presence being most essential when the release

of the articles takes place sometime after the auction or when it involves

processes such as weighments etc. A sale account in Form No. 20-A should

be prepared and signed by the officer who supervised the auction. If the

articles are released in the presence of an officer other than the one who

supervised the auction, the entries in the sale account should be attested by

the dated signature of such officer.

157. Stores remaining in stock for over a year should be considered surplus unless there is

sufficient reason to treat them otherwise.

The previous sanction of the competent authority should be obtained for the sale of

stores regarded as surplus.

If on verification it is found that stores are held in surplus the Head of Office should

make out a list of such surplus stores with essential details and forward it to the Head of

the Department (See also Articles 128 and 129.)

Government departments should be treated as priority indentors for these surplus

stores. No sale of these stores should be made until it is assured that no Government

Department requires them.

Note:— The procedure detailed in Article 156A should be followed when surplus stores

are disposed of. A report of the surplus stores for disposal should also be prepared in

Form 22 and signed by the Head of Office or other gazetted officer authorised by the

Head of the Office. The entries in the Sale Account should be compared with this report

before the officer who supervised the auction, signs the Sale Account.

Verification of stores

158. All stores should be verified periodically in the manner prescribed for each Department

and at least once a year. In the Stationery Department a complete physical verification

of the stock need, however, be made every two years only.

Subject to any special rules or orders, a Government servant who is in charge of any

expendible stores or raw materials should check them at least once a year and send a

verification report to the controlling authority. The latter should also check the stock

account when inspecting the office.

Furniture and other office stores should be verified at least once a year. If the office is a

large one and the Head of office cannot do the whole verification himself without undue

inconvenience, he may entrust it, or such part of it as he thinks fit, to a gazetted officer

serving under him or to the head ministerial officer of the office, but the Head of the

Office will be held personally responsible for the proper maintenance of the stock

account and correctness of the verification report whether he conducts the verification

himself or gets it done by some one else. The Head of the Office should sign a

certificate of check after each verification and submit it to the controlling authority, if

there is one.

The verification of stores prescribed in this article should never be entrusted—

(i) to a low paid subordinate ; or

(ii) to the custodian, the ledger-keeper or the accountant responsible for the

stores to be verified, or to a person employed under the custodian, the

ledger-keeper or the accountant; or

(iii) to any one who is not conversant with the classification and nomenclature of

the particular classes of stores to be verified and the connected technique.

As far as possible, the verification of large stocks and stocks of important stores should

be entrusted to a responsible officer who is independent of the superior executive officer

CHAPTER VI] STORES [ 92

in charge of the stores . Stores should always be verified in the presence of the officer

responsible for the custody of the stores or of a respons ible person deputed by him to

watch the verification.

Note:— The following procedure should be observed for the audit of the accounts of

furniture in the Raj Bhavan:-

An annual certificate of verification should be sent by the Military Secretary to the

Governor so as to reach the Accountant-General, Kerala on or before the 31st July of

each year stating that all furniture has been inspected and checked with the stock list

maintained and that he is satisfied (i) that all new supplies up-to-date have been

correctly brought on to the inventories, (ii) that the inventories are correct in all respects,

(iii) that the articles in stock agree with the inventories, (iv) that sale proceeds have

been properly accounted for, (v) that sanctions of competent authority exist for all

articles written off the inventory, and also (vi) the articles of furniture are being properly

maintained and are kept in serviceable order.

Unserviceable articles may be sold and written off the stock list at the discretion of the

Governor, but no valuable articles should be sold unless they are certified to be worn

out, or have become useless, independently of considerations of personal taste. The

amount realised from the sale of unserviceable articles should be credited to State

Revenues.

159. Apart from the periodical verification of stores by the Heads of Offices and other

Government servants authorised in this behalf under the preceding article, surplus

check of stocks and stores should be undertaken by the superior officers in each

Department at intervals at least once a year so as to ensure that stores are properly

maintained and accounted for. It is necessary that the inspection should be a surprise

one; but the check may be confined to important items. The results of such surprise

checks should be reported to the Government in the concerned administrative

department with the recommendation, if any, of the inspecting officer so as to enable the

Government to take prompt and adequate action wherever necessary. The results of

the surprise inspections and the orders, if any, passed should be communicated to the

Accountant -General by Government in the Administrative Department.

160. Whenever an officer who is entrusted with the custody of stores in an office is

transferred, the relieving officer should verify the stock of stores with the stock accounts

certify on the stock accounts as to the correctness of the stock taken over and report the

result of the verification to his immediate superior. For the purpose of this rule the

Government servant entrusted with the custody of the stores is ordinarily the Head of

the Office, but in a large office he may delegate this duty to a gazetted assistant,

manager or recognised store-keeper. When he has done so, the verification prescribed

in this Article need only be made, unless otherwise ordered in any case, when a

Government servant to whom the duty has been delegated is transferred and the result

of the verification should always be placed before the Head of the Office. In spite of any

such delegation, the Head of the Office still will be responsible for furnishing the

certificate prescribed at the foot of the various contingent bills, etc., stating that the

articles billed for have been brought into account, and for exercising a general control

so as to ensure that the stores are properly safeguarded and the stock accounts

properly maintained.

Discrepancies found on verification of stores

161. A deficiency detected during a verification of stores may be due to:

(i) incorrect or careless accounting;

(ii ) loss arising from fraud, theft or negligence; or

(iii) an unavoidable cause, e.g., wastage, shrinkage, spilling, etc., in the case of

stores which are subject to them.

The Head of the Office or institution concerned should fully investigate the causes of

any deficiency and send a full report on it to the controlling authority along with the

CHAPTER VI] THE KERALA FINANCIAL CODE, VOLUME I [ 93

verification report. If he holds that any loss caused to the Government through a

deficiency is due to misconduc t or culpable negligence on the part of any Government

servant concerned, he should add his recommendation as to how the loss should be

made good by recoveries from him. The controlling authority should, after such

examination and investigation as the importance of the case warrants, issue or obtain

from the competent authority, an order to write off the deficiency from the stock

accounts. On receipt of this order the deficiency should be charged in the stock

accounts with a note quoting the authority. If any recovery is ordered, a note should be

recorded in the stock accounts when each amount is actually recovered.

Any excess detected during stock-taking should, after investigation, be entered in the

stock accounts at once as a receipt with the remark “excess found on stock verification”.

No special orders are necessary for this.

In the Annual Administration Report sent to Government the Head of the Department

should furnish information as regards :

(i) The condition in which stock registers are maintained in his office and the

offices subordinate to him.

(ii) Result of periodical verification of stock, and

(iii) Action taken for the adjustment of deficiencies, excesses, etc., if any, noticed

during stock-taking.

Audit of stores and stock accounts

162. The regulations and rules relating to the audit by the Accountant-General of the

accounts of stores and stock kept in Government Departments are contained in

Appendix 2.

ANNEXURE I] Form of Quotation Notice [ 94

ANNEXURE I

[ See Article 126 (a)]

Form of Quotation Notice

NOTICE

No.

Quotation No.

Sealed quotations are invited for the supply of the materials specified in the schedule

attached below/overleaf. The rates quoted should be for delivery of the articles at the

places mentioned below the schedule. The necessary superscription, the due date for

the receipt of quotations, the date upto which the rates will have to remain firm for

acceptance and the name and address of officer to whom the quotation is to be sent are

noted below. Any quotation received after the time fixed on the due date is liable to be

rejected . The maximum period required for delivery of the articles should also be

mentioned. Quotations not stipulating period of firmness and with price variation clause

and/or ‘subject to prior sale’ condition are liable to be rejected.

The acceptance of the quotations will be subject to the following conditions:–

Acceptance of the quotation constitutes a concluded contract. Nevertheless, the

successful tenderer must within a fortnight /a month after acceptance of his quotation

furnish 5 per cent of the amount of the contract as security deposit and execute an

agreement at his own cost for the satisfactory fulfilment to the contract, if so required.

2. Withdrawal from the quotation after it is accepted or failure to supply within a

specified time or according to specifications will entail cancellation of the order

and purchases being made at the officer’s expense from elsewhere, any loss

incurred there by being payable by the defaulting party. In such as an event

the Government reserves also the right to remove the defaulter’s name from

the list of Government suppliers permanently or for a specified number of

years.

3. Samples, duly listed , should be forwarded if called for under separate cover

and the unapproved samples got back as early as possible by the officers at

their own expenses and the Government will in no case be liable for any

expenses on account of the value of the samples or their transport charges,

etc. In case, the samples are sent by railway, the railway receipt should be

sent separately, and not along with the quotation since the quotation will be

opened only on the appointed day and demurrage will have to be paid if the

railway parcels are not cleared in time. Quotations for the supply of materials

are liable to be rejected unless samples, if called for, of the materials tendered

for are forwarded. The approved samples may or may not be returned at the

discretion of the undersigned. Samples sent by V.P. post or “freight to pay” will

not be accepted.

4. No representation for enhancement of price once accepted will be considered

during the currency of the contract.

5. Any attempt on the part of tenderers or their agents to influence the Officers

concerned in their favour by personal canvassing will disqualify the tenderers.

6. If any licence or permit is required, tenderers must specify in their quotation and

also state the authority to whom application is to be made.

7. The quotation may be for the entire or part supplies. But the tenderers should be

prepared to carry out such portion of the supplies included in their quotation as

may be allotted to them.

ANNEXURE I] THE KERALA FINANCIAL CODE, VOLUME I [ 95

8. (a) In cases where a successful tenderer, after having made partial supplies

fails to fulfil the contracts in full, all or any of the materials not supplied

may, at the discretion of the Purchasing Officer be purchased by means of

another tender/quotation or by negotiation or from the next higher tenderer

who had offered to supply already and the loss, if any, caused to the

Government shall thereby together with such sums as may be fixed by the

Government towards damages be recovered from the defaulting tenderer.

(b) Even in cases where no alternate purchases are arranged for the materials

not supplied, the proportionate portion of the security deposit based on

the cost of the materials not supplied at the rate shown in the tender of

the defaulter shall be forfeited and balance alone shall be refunded.

(c) Any sum of money due and payable to the contractor (including Security

Deposit returnable to him) under this contract may be appropriated by the

Purchasing Officer or Government or any other person authorised by

Government and set off against any claim of the Purchasing Officer or

Government for the payment of a sum of money arising out of this

contract or under any other contract made by the contractor with the

Purchasing Officer or Government or any other person authorised by

Government.

9. The prices quoted should be inclusive of all taxes, duties, cesses, etc. which

are or may become payable by the contractor under existing or future laws or

rules of the country of orgin/supply or delivery during the course of execution

of the contract.

10. (a) Ordinarily, payments will be made only after the supplies are actually

verified and taken to stock, but in exceptional cases payment against

satisfactory shipping documents including certificates of Insurance will be

made upto 90 per cent of the value of the materials at the discretion of

Government. Bank charges incurred in connection with payment against

documents through bank will be to the account of the contractor. The firms

will produce stamped pre-receipted invoices in all cases where payments

(advance/final) for release of railway receipts/shipping documents are

made through Banks. In exceptional cases where the stamped receipts of

the firms are not received for the payments (in advance) the unstamped

receipt of the Bank (i.e., counterfoils of pay-in-slips issued by the Bank)

alone may be accepted as a valid proof for the payment made.

(b) The tenderers shall quote also the percentage of rebate (discount) offered

by them in case the payment is made promptly within fifteen days/within

one month of taking delivery of stores.

11. Special conditions, if any, printed on the quotation sheets of the tenderer or

attached with the tender will not be applicable to the contract unless they are

expressly accepted in writing by the purchaser.

Superscription: “Quotation No. For ”

Due date and time for receipt of quotations:

Date and time for opening of quotations:

Date upto which the rates are to remain firm for acceptance:

Designation and address of officer to whom the quotation is to be addressed:

Place:

Date: (Designation)

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [ 96

ANNEXURE II

[ See Article 126 (a) ]

Form of short quotation notice

No.................... .................................................................Department

SHORT QUOTATION NOTICE

Sealed quotations are invited for the supply of the following stores:

(Here mention the stores briefly with quantity and wherever possible quality also.)

The envelops containing the quotation should bear the Superscription

“...........

...................................................”

and should be addressed to (H.E. Designation of Purchasing Officer). Intending

tenderers may submit the quotations on their own papers. Last date for receipt of

quotation is “..................................”. Late quotations will not be accepted. The

quotations will be opened at ............................................ on................................... in the

presence of such of the tenderers or their authorised representatives who may be

present at that time. The maximum period required for delivery of the articles should

also be mentioned.

Details of the requirements and the conditions governing their supply can be obtained

free on request from (H.E.Designation of Purchasing Officer)

till.........................................

Place: (Name and Designation of Issuing Officer)

Date:

ANNEXURE III] THE KERALA FINANCIAL CODE, VOLUME I [ 97

ANNEXURE III

[See Article 127 (b)]

1. State Government Departments manufacturing products for sale.

2. Fully State Government owned companies.

3. Government Companies (State).

4. Companies where the Kerala State Industrial Development Corporation holds 51

per cent or more of the share capital.

5. Companies where the Government and Kerala State Industrial Development

Corporation together hold more than 51 per cent of the share capital, and

6. Government Industrial Units transferred to Kerala State Small Industries Corporation

viz.

(i) Service Workshop, Ollur (Service Scheme).

(ii) Wood Workshop, Kozhikode (Service Scheme).

(iii) Ceramic Service Centre, Mangattuparambu (Service Scheme).

(iv) Straw Board Factory, Perumala.

(v) Kerala Water Proof Products ( Holoal Unit), Pappanamcode.

(vi) Pressure Die Casting Unit, Pappanamcode.

(vii) Government Instrument Workshop, Pappanamcode.

(viii) Small Industries Machine Tool Factory, Pappanamcode.

(ix) Tile Factory, Amaravila.

(x) The Wood Workshop, Kollakadavu.

ANNEXURE IV] THE KERALA FINANCIAL CODE, VOLUME I [ 98

ANNEXURE IV

List of Stores Usually Ordered

[See Article 131 (b)]

(The list is tentative and mentions important items only)

GROUP I

A. Stationery and Printing

1. Binding threads 23. Naphthalene Balls

2. Calculating Machines 24. Oil cloths

3. Carbons-type, pen and pencil 25. Papers (writing, printing,

packing, etc.)

4. Cyclostyle and duplicating requisites 26. Punches penknives,

Scissors, etc.

5. Calico 27. Pencils

6. Call bells 28. Penholders

7. Camphor 29. Paperweights, pen racks,

pin cushions

8. Cardboards 30. Pins, clips, tags, etc.

9. Crayons 31. Printing types

10. Despatch boxes, metal trays 32. Roller composition

11. Dry flongs 33. Sealing wax

12. Envelopes 34. Slate

13. Erasers 35. Straw boards

14. Files and binders 36. Stamps and seals

15. Glue 37. Stamp pads

16. Gum Arabic 38. Stitching wire

17. Inks (writing, ruling, stamping) 39. Stapling machine

40. Tape-silk and cotton

18. Inks-printing 41. Twines and threads

ANNEXURE IV] List of Stores Usually Ordered [ 99

19. Inkstand 42. Typewriter, duplicators, etc.

20. Letter weighing balances 43. Typewriting requisites

21. Nibs 44. Type ribbons

22. Numbering machines 45. File boards

B. Drawing materials

1. Blue printing machine 7. Drawing pencils

2. Blue printing materials 8. Drawing instruments and

accessories

3. Crow quils 9. Footrule, set square etc.

4. Drawing papers 10 Indian Ink

5. Drawing pen 11 Tracing cloth and paper

6. Drawing brushes 12 Water colours

C. Mathematical and surveying instrument

1. Engineer’s measuring instruments 4. Surveying instruments

2. Measuring tapes 5. Surveying chains

3. Marine instruments 6. Surveying accessories.

D. Miscellaneous

1. Balances other than Laboratory balances 15. Hurricane lanterns, petromax,

blow lamps

2. Bicycles 16. Manilla ropes, Sisal rope, etc.

3. Beltings - cotton, canvas, etc. 17. Plywood and Hardboard

4. Clocks and time pieces 18. Packing boxes

4. (a) Coir rope 19. Packing-shemp, asbestos,

rubber, etc.

5. Corks sheets,fibre sheets etc. 20. Rubber goods-sheets, tubes,

etc.

6. Cotton clean for stuffing 21. Shellac

7. Cotton ropes 22. Sewing machine

ANNEXURE IV] THE KERALA FINANCIAL CODE, VOLUME I [ 100

8. Cotton wastes 23. Soaps

9. Fireclay 24. Stoves

10. Fire extinguishers 25. Sports goods

11. Fire fighting equipment 26. Weighing machine

12. Fish Oil 27. Maps and charts etc.

13. Glass Plate and Sheet 28. Models

13. (a) Glassware other than Laboratory 29. Musical Instruments.

Glass ware

14. Gauge glass

GROUP II

A. Textile and uniform materials

1. Badges, buckles, buttons etc. 9. Miscellaneous textiles

2. Bandage cloth and Gauze 10. Mosquito curtains, nets

3. Bannath, blazer, etc. 11. Rain coats

4. Blankets and Jamakals 12. Spun yarn

5. Gold and silver laces 13. Towels, dusters, dungry etc.

6. Hats and caps 14. Uniform cloths and materials

7. Haversacks,water bottle 15. Woollen fabrics and goods

8. Hoisery, Cotton and Woollen 16. Yarn-cotton, wool and silk

B. Jute and hessian goods

1. Canvas 5. Hemp

2. Filter cloth for Ceramic Factory 6. Jute and hessian threads

3. Gunnies 7. Tarpaulins

4. Hessian cloth 8. Waterproof canvas etc.

ANNEXURE IV] List of Stores Usually Ordered [ 101

C. Leather and leather goods

1. Boots 6. Leather belts, scabbards etc.

2. Chamois leather 7. Leather beltings

3. Foot-wear (shoes, chappals etc.) 8. Leather washers

4. Hides and skins (raw and tanned) 9. Leather bags and case

5. Leather grindery 10. Morocco Leather

11. Saddlery

D. Upholstery materials

1. Upholstery cloth and leather 2. Plastics cloth or Rexine

GROUP III

A. Paints, Polishes etc.

1. Abrasives 9. Lacquers, diluents, thinners etc.

2. Bees wax 10. Linseed oil

3. Boot Polish 11. Metal Polish, floor polish etc.

4. Cattlefish bones 12. Painting brushes

5. Dubbin 13. Paints R.M. and stiff

6. Distempers 14. Turpentine

7. Enamels 15. Varni

8. French polish 16. Wood oil

B. Mineral oils, etc.

1. Fuel Oils (Petrol, Kerosene, 3. Transformers oil

Diesel Oil, etc.) 4. Furnace oil

2. Lubricants

C. Vegetable oils

1. Coconut oil 3. Castor oil

2. Gingelly oil 4. Groundnut oil

ANNEXURE IV] THE KERALA FINANCIAL CODE, VOLUME I [ 102

GROUP IV

A. Medical

1. Antibiotics 13. Injectibles

2. Ayurveda superior medicines for 14. Laboratory equipments

preparation of drugs

3. Chemicals 15. Oils (Medicals)

4. Bottles, Corks, etc. 16. Pharamaceutical products

5. Chemicals (other than Heavy 17. Specialities and patents

Chemicals)

6. Disinfectants 18. Sera and Vaccines

7. Drugs 19. Spirits

8. Enamelware 20. Surgical instruments

9. Fungicides 21. Surgical applicances

10. Glassware 22. Surgical dressings

11. Hospital furniture and equipment 23. Tinctures, liniments, syrups

12.Insecticides, Larvicidies, etc. 24. Veterinary and Horticultural

Medicines

B. Electro-medical

1. X-ray apparatus 3. Other electro-medical equipments

2. X-ray accessories 4. Radium

C. Photographic materials

1. Cameras, lenses etc. 5. Photographic materials-

miscellaneous

2. X-ray films, plates, etc. 6. Plates, films, papers, etc.

3. Photo blocks 7. Sound Projectors

4. Photographic chemicals including

X-ray chemicals

ANNEXURE IV] List of Stores Usually Ordered [ 103

D. Chemical laboratory equipments

1. Apparatus and fittings 8. Plant protection chemicals

2. Balances and weights 9. Pure and fine chemicals

3. Chemical fertilisers 10.Laboratory chemicals and

equipments in general

4. Chemical dyes 11. Quart, felspar and gypsum

5. Colours 12. Soda ash and caustic soda

6. Heavy chemicals 13. Sulphate of alumina

7. Houses for oils etc.

E. Explosive, ammunition etc.

1. Ammunition 3. Explosives for earth moving

2. Explosive for rock drilling

F. Mineral products

1. Quartz F & G 3. Plumbago

2. Graphite

GROUP V

A. Hardware

1. Bearings 18. Locks

2. Bolts and nuts, rivets 19. Nails and screws

3. Builders hardware 20. Non–ferrous metals, alloys,

ingots, sheets, wires, rods,

pipes, etc.

4. Buckets 21. Pig iron

5. Barbed wire 22. Pulley blocks

6. G.I Scraps 23. Rails, fish-plates, etc.

7. G.I pipes bends and other casting 24. R.S. giders, Joists,etc.

8. G.I sheets and wire 25. Stay tighteners

9. Expanded metal 26. Springsteel

10. Fabrications and fittings 27. Springs

11. G.I. wire netting, webbing, etc. 28. Type metal

12. G.I. fittings for electric transmission 29. Tin containers , lines, etc.

13. Handcuffs 30. Tool steel

14. Iron Chains 31. Turn buckles

15. M.S rounds, flats, angle, 32. Utensils-brass, copper,

channel, hoops, etc. aluminium, etc.

16. Iron safes, cash boxes, etc. 33. Wire brushes

17. M.S. washers 34. Wire ropes

ANNEXURE IV] THE KERALA FINANCIAL CODE, VOLUME I [ 104

B. Tools and implements

1. Bill hooks, choppers etc. 8. Knurling tools

2. Drills and reamers 9. Mammatties, spades, pickaxes

shovels, etc.,

3. Electrician’s tools 10. Mortar pans

4. Felling axe 11. Metal working tools

5. Garden tools 12. Wood working tools

6. Hand tools 13. Wrenches, spanners, etc.

7. Jacks

C. Water works and sanitary goods

1. Asbestos cement pipes 6. Sanitary ware and fittings

2. G.I. pipes 7. Sluice valves

3. G.I. pipes and fittings 8. Venturi meters

4. Hose pipes -rubber, canvas, 9. Water meters

tarmoured etc.

5. Stoneware pipes and fittings 10. Water works fittings

GROUP VI

A. General machinery

1. Air Compressors 18. Machines, tools and

accessories

2. Boilers, etc. 19. Metal working machinery

3. Bitumen, boilers, concrete mixers, Etc. 20. Marine engines

4. Concrete mixers, vibrators etc. 21. Machinery for smithy shop

5. Ceramic machinery 22. Poultry farm equipment

6. Cranes, winches, derricks, etc. 23. Pnematic tools and

accessories

7. Dam and barrage equipment -gates, 24. Pumpsets and accessories

control, etc.

8. Diesel locomotives 25. Road making and dressing

machinery

9. Earthmoving machinery 26. Road rollers

10. Electric blowers 27. Stone crushers

11. Electrodes 28. Tipping Waggons

12. Filter plant 29. Textile machinery

13. Filter–streamline for oils 30. Trailer pumps

14. Gas, steam and oil engines 31. Welding sets

15. Granulators 32. Well drilling equipment

16. Ice plant 33. Wood working machinery

17. Laboratory Engines 34. Wheel barrows

ANNEXURE IV] List of Stores Usually Ordered [ 105

B. Motor vehicles, tractors etc.

1. Agricultural tractors 6. Garage tools and equipments

2. Vehicles, petrol driven 7. Tyres, tubes and flaps

3. Vehicles, diesel driven 8. Motor spares

4. Cars 9. Trailers.

5. Jeeps

C. Gases and gas plants

1. Oxygen - Industrial and medical 6. Nitrous Oxide

2. Acetylene 7. Carbon dioxide

3. Ammonia 8. Chlorine (liquid and gas)

4. Gas-plants 9. Others

5. Gas fittings

GROUP VII

Electricity

1. Accumulator cells 24. Insulators H.T

2. A. C. S. R. Conductors and 25. Insulating materials

Accessories

3. Air-conditioning equipment 26. Lamps -general service and

others

4. Amplifiers 27. Lightning arresters

5. Batteries for vehicles, etc., 28. P.A. equipments

6. Battery plates 29. Meters and other measuring

instruments

7. Cells, Dry 30. Penstock lines

8. Copper conductors 31. Power Packs

9. Cables - V.I.R., C.T.S. weather 32. Radios

proof P.V.C. etc.

10. Cables Under ground 33. Rectifiers

11. Conduits and accessories 34. Refrigerators, Cold storages

12. Carbon brushes 35. Shades, globes, etc.

13. Electric lifts 36. Storage batteries

14. Electric Motors 37. Steel Windows, ventilators,

rolling shutters, etc.

for power house.

15. Electric fractional 38. Siren

16. Electric appliances – stoves, heaters, 39. Street light reflectors etc.

ironing box etc. 40. Switchgear

41. Transformers

17. Electric bulbs 42. Telephones and accessories

18. Flashlights, cells, bulbs 43. Transmission line towers

19. Flood lights 44. Transmission line materials

20. Fans-table, ceiling, exhaust and 45. Turbines, water wheels

others

21. Generating sets 46. Water coolers

22. Hydro–Electric machinery 47. Wires-enamelled, fuse, etc.,

23. Insulators L.T 48. Wiring accessories

ANNEXURE IV] THE KERALA FINANCIAL CODE, VOLUME I [ 106

GROUP VIII

A. Building materials

1. Asbestos cement sheets, pipes, etc. 4. Cement and Cement products

2. Bricks, wire cut 5. Surkie, Tiles-roofing flooring etc

3. Bricks, others

B. Road dressing materials

1. Asphalt (Bitumen) 3. Other road dressing materials

2. Tar (Coal or wood)

C. Fuels

1. Charcoal 3. Firewood

2. Coal and coke

GROUP IX

A. Office furniture

1. Cane furniture 3. Wooden furniture

2. Steel furniture

B. Hospital furniture

Steel furniture:

1. Bedsteads 4. Examination table

2. Besides lockers 5. Trolleys

3. Instrument tools 6. Stretchers, etc.

ANNEXURE V] THE KERALA FINANCIAL CODE, VOLUME I [ 107

ANNEXURE V

[see Article 131 (n)]

Procedure for utilising the services of the Central Purchase

Organisation

When tenders are invited from abroad, the following instructions should be observed:—

1. A sufficient supply of tender forms with the relevant documents, specifications

and drawings should be sent as soon as possible to the wing of the Central

Purchase Organisation concerned which will give such publicity to the

invitation to tender as it considers to be the most suitable for the purposes

either by advertisement in the newspapers or otherwise. It will, as a rule,

advertise the invitation to tender in the newspapers if the value of the articles

required is estimated at Rs. 10,000 or more. It will also instruct intending

tenderers outside India to apply to it for the tender forms and will supply

copies on payment in sterling of the charges (if any) to be fixed by it in each

case. It will at the same time instruct the tenderers to submit their tenders

direct to the Purchasing Officer in India and not to them. The Purchasing

Officer in India will place the order direct with the successful tenderer.

2. When it is desired to have the recommendation of the technical advisers of

the Central Purchase Organisation, i.e., the consulting Engineers, the Naval

Architects, etc., on the tenders before the order is placed, the Purchasing

Officer should stipulate in the invitation to tender that a complete duplicate of

the tender should be delivered to them on the date as that fixed for the receipt

of the tenders in India. The Central Purchase Organisation will then arrange

for the examination of the tenders by the appropriated technical authority and

will convey by the easiest means its recommendation to the Purchasing

Officer in India.

3. The Purchasing Officer should make it clear it every tender form that the

articles concerned must be delivered in India, that payment will be made in

Indian Rupees, and that any tender which, does not comply with these

conditions will not be considered. Tenderers abroad should also be required

to specify their agents in India through whom delivery will be arranged and

payment received and who, when so required, will arrange for the erection of

the plant at the site and for the carrying out of such tests on completion as

may be specified in the contract.

4. It is important that Purchasing Officers should bear in mind, when considering

the desirability of calling for tenders abroad the need for allowing sufficient

time for the receipt and publication of invitation to tender, the receipt of the

tender forms by the tenderers, and the preparation and despatch of the

tenders to India.

Time required for sending the forms from Kerala to London.

By ordinary Mail (2nd class mail matter only) about 18 days

By parcel Mail (a) Overland route via. Marseilles “ 18 days

By Parcel (b) sea route via. Gibralter ” 25 ”

By Mail (1st class Mail matter only) “ 7 ”

ANNEXURE V] THE KERALA FINANCIAL CODE, VOLUME I [ 108

The time taken in London for advertising and issuing forms of tender, say 10

days.

Time required by tenders for preparing and despatching tenders, say, 14

days.

Time required for forwarding tenders from London to Kerala.

The same at that entered above for sending the forms from Kerala to London.

If continental or American tenders have to be awaited, about 3 or 4 weeks respectively

should be added to the above figures,and when tenders are called for in connection with

complicated Engineering Schemes, a longer time should be allowed for the preparation

of tenders.

ANNEXURE VI] THE KERALA FINANCIAL CODE, VOLUME I [ 109

ANNEXURE VI

(See Article 130)

Form of tender

To

Sir,

I/We hereby tender to supply, under the annexed general conditions of contract,

the whole of the articles referred to and described in the attached specification and

schedule, or any portion thereof, as may be decided by Government, at the rates quoted

against each item. The articles will be delivered within the time and at the place

specified in the schedule.

*I am/We are remitting/have separately remitted the required amount of

Rs.......................... as earnest money.

Yours faithfully,

(Signature) .........................................................

(Address) ...........................................................

...........................................................................

…………...........................................................

Date............................

*To be stored off

in cases where no

earnest money

deposit is

furnished.

General Conditions

Sealed tenders are invited for the supply of the materials as specified in the schedule

below/attached.

1. The tenders should be addressed to the officer mentioned below in a sealed

cover with the tender number and name shown below duly superscribed on

the cover.

2. The tenders should be in the prescribed form which can be obtained from the

officer mentioned below on payment of the price which is also noted below.

Duplicate copies of tender forms will also be issued at the rate specified

below. The cost of tender forms once paid will not be refunded. Tenders which

are not in the prescribed form are liable to be rejected. The rates quoted

should be only in Indian Currency. Tenders in any other currency are liable to

rejection.

3. Intending tenderers should send their tenders so as to reach the officer

mentioned below, on due date and time (noted below). No tender received

after the specified date and time will be accepted on any account. The rates

will be considered firm for acceptance till the date mentioned below. Tenders

not stipulating period of firmness and tenders with price variation clause

and/or ‘subject to prior sale’ condition are liable to be rejected.

ANNEXURE VI] Form of Tender [ 110

4. (a) Every tenderer who has not registered his name with the State

Government (Stores Purchase Department ), should sent along with his

tender an earnest money of one per cent of the total cost of articles

tendered for (rounded to nearest rupee ) subject to minimum of Rs. 30 if

the amount calculated at one percent of the value of the articles

tendered for falls below Rs. 30. The amount may be paid either by

remittance into any Government Treasury in Chalans in duplicate , duly

countersigned by the officer mentioned below , or by Demand Drafts

(crossed )on the local branch of State Bank of Travancore /State Bank

of India drawn in favour of the officer mentioned below. In the case of

remittance into the treasury, chalan receipt should be forwarded along

with the tender. Cheques will not be accepted. The earnest money of the

unsuccessful tenderers will be returned as soon as possible after the

tenders are settled; but that of the successful tenderer will be adjusted

towards the security that will have to be deposited for the satisfactory

fulfilment of the contract. No interest will be paid for the earnest money

deposited.

(b) Tenderers whose names are registered with Government (Stores

Purchase Department) are generally exempted from furnishing earnest

money for such articles for which they have registered their names. If

they tender for stores other than those for which they have registered

their names they will have to furnish earnest money as in the case of

unregistered firms. Registered firms will have to quote invariably in every

tender they submitted the registration number assigned to them by the

Stores Purchase Department.

(c) Small Scale Industries and Cottage Industries within the State, which are

certified as such by the Director of Industries and Commerce or by the

Regional Joint Director of Industries and Commerce will be exempted

from furnishing earnest money against tenders and security deposit

against contracts for supply of stores manufactured by them. In respect

of security deposits the soundness and reliability of the concerns to

undertake the contract should also be certified by the Director of

Industries and Commerce.

(d) In the matter of purchase of Stores by the State Government

Departments, Small Scale Industrial Units sponsored by the National

Small Industries Corporation Limited, New Delhi and in respect of which

competency certificates are issued by the corporation will be exempted

from payment of Earnest Money Deposits and Security Deposits.

(e) The exemption stipulated in clauses (b), (c) and (d) above will not

however, apply to tenders for the supply of raw materials, or dietary

articles or supply of stores on rate or running contract basis.

5. The tenders will be opened on the appointed day and time in the office of the

undersigned, in the presence of such of those tenderers or their nominees

who may be present at that time.

6. If any tenderer withdraws from his tender before the expiry of the period fixed

for keeping the rates firm for acceptance, the earnest money, if any, deposited

by him will be forfeited to Government or such action taken against him as

Government thinks fit.

7. Tenderers shall invariably specify in their tenders the delivery conditions

including the time required for the supply of articles tendered for.

8. (a) The tenderers shall clearly specify whether the articles offered bear Indian

Standards Institutions Certification Mark or not. In such cases, they shall

produce copies of certification mark along with their tender in support of it.

ANNEXURE VI] THE KERALA FINANCIAL CODE, VOLUME I [ 111

(b) Tenderers shall clearly specify whether the goods are offered from

indigenous sources, from imported stocks in India or from foreign

sources to be imported under a license. Government reserve the right to

reject offers for import of goods if the Import Trade Control Policy in force

at the time of award of the contract prohibits or restricts such imports.

9. The final acceptance of the tenders rests entirely with the Government who do

not bind themselves to accept the lowest or any tender. But the tenderers on

their part should be prepared to carry out such portion of the supplies included

in their tenders as may be allotted to them.

10. In the case of materials of technical nature the successful tenderer should be

prepared to guarantee satisfactory performance for a definite period under a

definite penalty.

11. Communication of acceptance of the tender normally constitutes a concluded

contract. Nevertheless, the successful tenderer shall also execute an

agreement for the due fulfillment of the contract within the period to be

specified in the letter of acceptance. The contractor shall have to pay all

stamp duty, lawyer’s charges and other expenses incidental to the execution

of the agreement. Failure to execute the agreement within the period specified

will entail the penalties set out in para 12 below.

12. (a) The successful tenderer shall, before signing the agreement and within

the period specified in the letter of acceptance of his tender, deposit a

sum equivalent to 5 per cent of the value of the contract as security for

the satisfactory fulfillment of the contract less the amount of money

deposited by him along with his tender. The amount of security may be

deposited in the manner prescribed in clause 4 supra or in Government

Treasury Savings Bank and the Pass Book pledged to Purchasing

Officer or in Fixed Deposit Receipts of State Bank of Travancore/State

Bank of India endorsed in favour of the above officer. Letters of

guarantee in the prescribed form for the amount of security from an

approved bank will also be considered enough at the discretion of

Government. If the successful tenderer fails to deposit the security and

execute the agreement as stated above, the earnest money deposited by

him will be forfeited to Government and the contract arranged elsewhere

at the defaulter’s risk and any loss incurred by Government on account of

the purchase will be recovered from the defaulter who will, however, not

be entitled to any gain accruing thereby. If the defaulting firm is a

registered firm their registration is liable to be cancelled.

(b) In cases where a successful tenderer, after having made partial supplies

fails to fulfil the contract in full, all or any of the materials not supplied

may at the discretion of the Purchasing Officer, be purchased by means

of another tender/quotation or by negotiation or from the next higher

tenderer who had offered to supply already and the loss, if any, caused

to the Government shall thereby together with such sums as may be

fixed by the Government towards damages be recovered from the

defaulting tenderer.

(c) Even in cases where no alternate purchases are arranged for the

materials not supplied the proportionate portion of the security deposit

based on the cost of the materials not supplied at the rate shown in the

tender of the defaulter shall be forfeited and balance alone shall be

refunded.

13. The security deposit shall, subject to the conditions specified herein be

returned to the contractor within three months after the expiration of the

contract, but in the event of any dispute arising between the Department

concerned and the contractor, the Department shall be entitled to deduct out

of the deposits or the balance thereof, until such dispute is determined, the

amount of such damages, costs, charges and expenses as may be claimed.

ANNEXURE VI] Form of Tender [ 112

The same may also be deducted from any other sum which may be due at

any time from Government to the contractor.

In all cases where there are guarantee for the goods supplied the Security

Deposit will be released only after the expiry of the guarantee period.

14. (1) All payments to the contractors will be made by the Purchasing Officer in

due course:—

(a) either by Departmental cheques payable at the Kerala Government

Treasuries; or

(b) by cheques or drafts on the Reserve Bank of India, State Bank of

India and Sate Bank of Travancore (at any of their Principal

Branches in India)

(c) in the case of supplies from abroad by drafts as may be arranged

between the contracting parties.

(2) All incidental expenses incurred by the Government for making payments

outside the District in which the claim arises shall be borne by the

contractor.

15. The tenderers shall quote also the percentage of rebate (discount) offered by

them in case of payment is made promptly within fifteen days/within one

month of taking delivery of stores.

16. Ordinarily payments will be made only after the supplies are actually verified

and taken to stock but in exceptional cases payments against satisfactory

shipping documents including certificates of Insurance will be made up to 90

per cent of the value of the material at the discretion of Government Bank

charges incurred in connection with payment against documents through bank

will be to the account of the contractor. The firms will produce stamped prereceipted

invoices in all cases where payments (advance/final) for release of

railway receipts/shipping documents are made through Bank.

17. The contractor shall not assign or make over the contract or the benefit or

burdens thereof to any other person or body corporate. The contractor shall

not underlet or sublet to any person or persons or body corporate the

execution of the contract or any part thereof without the consent in writing of

the Purchasing Officer who shall have absolute power to refuse such consent

or to rescined such consent (if given) at any time if he is not satisfied with the

manner in which the contract is being executed and no allowance or

compensation shall be made to the contractor or the sub-contractor upon such

recision. Provided always that if such consent be given at any time, the

contractor shall not be relieved from any obligation, duty or responsibility

under this contract.

18. (a) In case the contractor becomes insolvent, or goes into liquidation, or

makes or proposes to make any assignment for the benefit of his creditors or

proposes any composition with his creditors for the settlement of his debits, or

carries on his business or the contract under inspection on behalf of his

creditors, or in case any receiving order or orders for the administration of his

estate are made against him or in case the contractor shall commit any act of

insolvency or in case in which under any clause or clauses of this contract the

contractor shall have rendered himself liable to damages amounting to the

whole of his security deposits, the contract shall, thereupon, after notice given

by the Purchasing Officer to the contractor be determined and the

Department/Government may complete the contract in such time and manner

and by such person as the Department/Government shall think fit. But such

determination of the contract shall be without any prejudice to any right or

remedy of the Government against the contractor or his sureties in respect of

ANNEXURE VI] THE KERALA FINANCIAL CODE, VOLUME I [ 113

any breach of contract therefore committed by the contractor. All expenses

and damages caused to Government by any breach of contract by the

contractor shall be paid by the contractor to Government, and may recovered

from him under the provisions of the Revenue Recovery Act in force in the

State.

(b) The persons/contractors submitting tenders should produce a solvency

certificate, clearly indicating to what extent they are solvent from the

Tahasildar of the Taluk where they reside, along with their tenders.

Note:— The solvency certificate referred to above will apply only in the case of supply

of the following articles viz, dietary articles, fuels, rawmaterials like roots,

creepers, flowers, etc., and provisions to hospitals and hostels, sundry

articles, etc.

19. (a) In case the contractor fails to supply and deliver any of the said articles

and things, within the time provided for delivery of the same or in case

the contractor commits any breach of any of the covenants stipulations

and agreements herein contained, and on his part to be observed and

performed then and in any such case, it shall be lawful for Government (if

they shall think fit to do so) to arrange for the purchase of the said articles

and things from elsewhere or on behalf of the Government by an order in

writing under the hand of the Purchasing Officer put an end to this

contract and in case the Government shall have incurred, sustained or

been put to any costs, damages or expenses by reason of such purchase

or by reason of this contract having been so put an end to or in case any

difference in price, compensation, loss, costs, damages, expenses or

other moneys shall then or any time during the continuance of this

contract be payable by the contractor to the Government under and by

virtue of this contract it shall be lawful for the Government from and out of

any moneys for the time being payable or owing to the contractor from

the Government under or by virtue of this contract or otherwise to pay

and reimburse to the Government all such costs, damages and expenses

they may have sustained, incurred or been put to by reason of the

purchase made elsewhere or by reason of this contract having been so

put an end to as aforesaid and also all such difference in price,

compensation, loss, costs, damages, expenses and other moneys as

shall for the time being be payable by the contractor aforesaid.

(b) In case any difference or dispute arises in connection with the contract, all

legal proceedings relating to the matter shall be instituted in the court

within whose jurisdiction the Purchasing Officer voluntarily resides.

20. Any sum of money due and payable to the contractor (including security

deposit returnable to him) under this contract may be appropriated by the

Purchasing Officer or Government or any other person authorised by

Government and set off against any claim of the Purchasing Officer or

Government for the payment of a sum of money arising out of or under any

other contract made by the contractor with the Purchasing Officer or

Government or any other person authorised by Government. Any sum of

money due and payable to the successful tenderer or contractor from

Government shall be adjusted against any sum of money due to Government

from him under any other contracts.

21. Every notice hereby required or authorised to be given may be either given to

the contractor personally or left at his residence or last known place of abode

or business or may be handed over to his agent personally, or may be

addressed to the contractor by post at his usual or last known place of abode

or business and if so addressed and posted shall be deemed to have been

served on the contractor on the date on which, in the ordinary course of post,

a letter so addressed and posted would reach his place of abode or business.

ANNEXURE VI] Form of Tender [ 114

22. The tenderer shall undertake to supply materials according to the standard

sample and/or specifications.

23. (a) No representation for enhancement of rates once accepted will be

considered.

(b) In the case of imported goods , when the price accepted is the ex-site

price quoted by the tenderer, the benefit of any reduction in the c.i.f.

price should accrue to the purchasing department of Government.

24. Any attempt on the part of the tenderers or their agents to influence the

Department/Stores Purchase Department in their favour by personal

canvassing with the Officers concerned will disqualify the tenderers.

25. Tenderers should be prepared to accept orders subject to the penalty clause

for forfeiture of security in the event of default in supplies or failure to supply

within the stipulated period.

26. Samples should be forwarded if called for and un-approved samples got back

by the tenderers at their own cost. Samples sent by V.P Post or ‘freight to pay’

will not be accepted. The approved samples may or may not be returned at

the discretion of the undersigned. Samples sent by post, railway or plane

should be so despatched as to reach the Purchasing Officer not later than the

date on which the tenders are due. In the case of samples sent by railway the

receipt should be sent separately and not along with the tender since the

tender will be opened only on the appointed day and demurrage will have to

be paid if the railway parcels are not cleared in time. Government will not be

responsible if any sample is found missing at any time due to the nonobservance

of the provisions of this clause. Tenderers whose samples are

received late will not be considered. Samples should be forwarded under

separate cover duly listed and the corresponding number of the item in the

tender schedule should also be noted in the list of samples. Tenders for the

supply of materials are liable to be rejected unless samples, if called for, of the

materials tendered for are forwarded.

27. Telegraphic quotations will not be considered unless they give details of

prices and are immediately followed by confirmation with full relevant details

posted before the due date of the tender.

28. (a) The prices quoted should be inclusive of all taxes, duties, cesses, etc.

which are or may become payable by the contractor under existing or

future laws or rules of the country of origin/supply or delivery during the

course of execution of the contract.

(b) In case payment of Customs/Excise duty is to be made by the

Purchasing Officer, the Purchasing Officer will pay the duty on the

“unloaded invoice price” only in the first instance, any difference being

paid when the tenderer produces the final assessment orders later.

29. The tenderer will invariably furnish the following certificate with their bills for

payment “Certified that the goods on which sales -tax has been charged have

not been excempted under the Central Sales-tax Act or the State Sales -tax

Act or the Rules made thereunder and the charges on account of sales-tax on

these goods are correct under the provisions of the relevant Act or the rules

made thereunder. Certified further that we (or our Branch or Agent )

(Address, are registered as dealers in the State of

.............................……………………….......................... under Registration No.

............…………….............................. for purposes of Sales -tax”

* * * * * #

#[Deletion and

renumbering

C.S.No.5/85

G.O.(P)470/85/Fin.,

dated 23-8-1985.]

ANNEXURE VI] THE KERALA FINANCIAL CODE, VOLUME I [ 115

30. Special conditions, if any, of the tenderers or attached with the tender will not be

applicable to the contract unless they are expressly accepted in writing by the

purchaser.

!31. In the event of any question or dispute arising under these conditions or any

special conditions of this contract or in connection with this contract, the same

shall be referred to the award of an arbitrator to be nominated by the Purchasing

Officer and an arbitrator to be nominated by the contractor, or in case of the said

arbitrators not agreeing, then to the award of an umpire to be appointed by the

arbitrators in writing before proceeding on the reference and the decision of the

arbitration or in the event of their not agreeing of the umpire appointed by them,

shall be final and conclusive and the provisions of the Indian Arbitration Act, 1940

and of the rules thereunder and any statutory modifications thereof shall be

deemed to apply to and be incorporated in this contract. Upon every and any such

reference, the assessment of the costs incidental to their reference and award

respectively shall be in the discretion of the arbitrators or in the event of their not

agreeing of the umpire appointed by them. The venue of arbitrations shall be the

place from which the acceptance of tender is issued or such other place as the

purchaser at his entire discretion may determine.

![This applied only

to the case of

supply contracts

where works such

as erection and

construction have

also to be done.

This may be scored

out when not

applicable.]

Superscription:- ‘Tender No..........for’

Due date and time for receipt of tender.................................................... ........... .............

...................

(Here enter time and date)

Date and time for opening of tender do.

Date up to which rates are to be firm do.

Price of the Tender Form

Price of duplicate copy

Address of Officer from whom tender forms are to be obtained and to whom tenders

are to be sent.

Name of Office (Name and designation of Purchasing

Officer)

Station and date

32. The tenderer should send along with his tender an agreement executed and signed

in Kerala stamp paper worth Rs. 3. A specimen form of agreement is given as

Annexure to this tender. Tenders without the agreement in stamped paper will be

rejected outright.

ANNEXURE VI] Form of Tender [ 116

Agreement

Articles of Agreement executed on this the .........................................................................

................................................... day of .....................................................................................

one thousand nine hundred and .................. BETWEEN the Governor of Kerala (hereinafter

referred to as “the Government”) of the one part and Sri ................................... (H.E. name

and address of the tenderer)

............................................................................................................... (hereinafter referred to

as “the bounden”) of the other part.

WHEREAS in response to the notification No .............................................. dated

............................................... the bounden has submitted to the Government a tender for the

............................................... specified therein subject to the terms and conditions contained

in the said tender;

WHEREAS the bounden has also deposited with the Government a sum of

Rs............................. as earnest money for execution of an agreement undertaking the due

fulfilment of the contract in case his tender is accepted by the Government,

Now THESE PRESENTS WITNESS and it is hereby mutually agreed as follows:—

1. In case the tender submitted by the bounden is accepted by the Government and

the contractor for .............................................................. is awarded to the

bounden, the bounden shall within ............................................................... days of

acceptance of his tender execute an agreement with the Government incorporating

all the terms and conditions under which the Government accepts his tender.

2. In case the bounden fails to execute the agreement as aforesaid incorporating the

terms and conditions governing the contract, the Government shall have power and

authority to recover from the bounden any loss or damage caused to the

Government by such breach as may be determined by the Government by

appropriating the earnest money deposited by the bounden and if the earnest

money is found to be inadequate the deficit amount may be recovered from the

bounden and his properties movable and immovable in the manner hereinafter

contained.

3. All sums found due to the Government under or by virtue of this agreement shall be

recoverable from the bounden and his properties movable and immovable under the

provisions of the Revenue Recovery Act for the time being in force as though such

sums are arrears of land revenue and in such other manner as the Government may

deem fit.

In witness whereof Sri ........................................................ (H.E. name and

designation) for and on behalf of the Governor of Kerala and Sri

..................................................................... the bounden have hereunto set their

hands the day and year shown against their respective signatures.

Signed by Sri ..............................................................................................

(date)

In the presence of witnesses :

1. .......................................................

2. .......................................................

Signed by Sri .............................................................................................

(date)

In the presence of witnesses :

1. .......................................................

2. .......................................................

ANNEXURE VII] THE KERALA FINANCIAL CODE, VOLUME I [ 117

ANNEXURE VII

[See Article 135 (i) (viii)]

Standard price variation clause

(1) Tenderers who claim variation in net f. o . b. prices (that is to say a price

exclusive of the contractor’s profit, rebate remuneration or commission called

by any name whatsoever should give detailed information in respect of each

of the constituent items, e.g., labour, material, etc., for which variation may

arise in the items mentioned below:—

(A) Net f.o.b. price of store/equipment on which the tendered price is

based — £

.................................………….............. sh …….....….....................…………….

………………………........................ (as on .......................... 20............)

(B) Rates of labour and raw materials on which the quotation is based.

Element of cost Basic rate Per cent of total f.o.b.

cost indicated at

‘A’ above

I. Labour

II. (a) Raw materials (Variable)

(i)

(ii)

(iii)

(b) Raw materials (Non-variable)

(i)

(ii)

(iii)

(2) If at any time after the submission of the tender an increase or decrease takes

place in the net f.o.b. price, an adjustment will be made in the contract price but

only in respect of such portion of the net f.o.b prices as represents the change

therein on account of the two factors, cost of labour and/or materials properly

required for the manufacture of the contract stores, on account of any reason or

cost beyond the control of the manufacturers. The Contractor may, after due

completion of the contract and subject to and in accordance with the provisions

of this clause, make proposals in writing to the Government for the adjustment in

the contract price setting out the increases/decreases in the cost of labour

and/or materials, the adjustment in respect of net increases being, however,

limited to .................................... per cent of the net original f.o.b. prices. This

percentage should be furnished by the tenderer at the time of his tender.

ANNEXURE VII] Standard price variation clause [ 118

(3) A claim by the contractor for the finalisation of price shall be accompanied by the

invoice and the document containing the original quotation of the foreign

Principal/Manufacturer and supported by a certificate of the chartered or

incorporated accountant of the Principal/Manufacturer, or if there is no qualified

accountant of such foreign Principal/Manufacturer, the certificate of such other

accountant as may be approved for the purpose by the Director General, India

Store Department, London or India Supply Mission, Washington, etc., showing

the increases/decreases in the cost of labour and/or material between the date

of tender and the date of shipment together with the basic rates of materials and

labour and their estimated and final cost and certifying that they do not include

any sum on account of profit or overheads.

(4) Upon receipt of the Contractor’s claim, it shall be lawful for the Government to

make such enquiry as they may deem fit through the Director General, I. S. D.,

London/I.S.M., Washington or any trade association or other authority

nominated by the Director General, I.S.D., London/I.S.M., Washington for

verification and certification of the claim and it shall further be lawful for the

Government to require the manufacturers/foreign principal’s accounts relating to

the increase claimed to be examined by the Director General, I.S.D.,

London/I.S.M., Washington or other authority nominated by the Director

General, I.S.D., London/I.S.M., Washington.

(5) The decision of the Government as to the increase or decrease in price under

this cause shall be final and binding on the parties.

(6) Any change in the customs duty payable by reason of and corresponding to the

account of the change in the f.o.b. price shall be to the buyer’s account.

(7) No charges other than customs duty shall be affected by the change in the f.o.b.

price.

(8) This clause shall remain in operation only up to the date of shipment

corresponding to the delivery period specified in the schedule to the acceptance

of Tender and notwithstanding any extension of time nothing contained herein

shall entitle the contractor to an increase in the contract price where the

increase in net f.o.b. price occurs after expiry of the said date of shipment unless

the contractor proves to the satisfaction of the Government that the delay in

shipment was due entirely to causes beyond the control of the foreign

principal/manufacturer, and the decision of the Government of Kerala in the

behalf shall be final and binding.

(9) Tenders should declare that in addition to the profit commission rebate, etc.,

specified they do not get any other discount or any credit to their account or to

any other account on their behalf adjusted either immediately or at the end of

the year on the gross turnover for the year.

List of stores on the cost of which variation are to be allowed

1. Copper and lead used in the manufacture 23. Copper tubes

of power cables

2. V.I.R. Cables 24. Pig lead

3. Railway signaling cables 25. Lead sheets

4. Copper stripe for overhead transmission 26. Phosphor sheets

lines equipment 27. Phosphor bronze

5. Shunt and clip for traction motor 28. Zinc ingots

ANNEXURE VII] THE KERALA FINANCIAL CODE, VOLUME I [ 119

6. Hard draw high conductivity 29. Zink sheets

electrolitic copper wire

7. Bush bars 30. Tin ingots

8. Brass tubes 31. White metal ingots

9. Copper tracks 32. Bronze rods

10. Brass split pins 33. Nickel alloy

11. Copper sheets 34. Gun metal rods

12. Brass sheets 35. Solder

13. Rivets copper 36. Nickel

14. Brass bolts and nuts 37. Lead pipe etc.

15. Copper washers 38. Lead seals

16. Weighing machines, weighing 39. Link and strap clips

bridge, etc.

40. Paper insulated

cables

17. Zinc for galvanising 41. A.C.A.R.

conductors

18. Aluminium ingots 42. Winding wires

19. Antimony ingots 43. Renewals for cells

like zink, rods

20. Brass bars 44. Plates boiler,

copper

21. Copper bars

22. Copper ingots

45. Non-ferrous loco and wagon components such as brass, safety valves bearing

bushes, bronze axles, boxes wherein materials like bronze, nickel, copper are

involved, and copper fire boxes where copper is involved.

ANNEXURE VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 120

ANNEXURE VIII

[See Article 139 (c) ]

Form of Supply Order

Telegram. [Post Box

No.]

GOVERNMENT OF KERALA

No. Office Date

Station

From

To

Subject :—

Reference :—

Dear Sir,

Your offer to supply the materials as detailed in the list appended is accepted subject

to the conditions mentioned therein. *Please effect the supply according to the

special conditions given below, the instructions in the notes below and in accordance

with the list of materials appended. The special conditions, if any, printed on your

quotation sheets or attached with your tender will not be applicable to this order

unless they have been expressly accepted in the list appended.

[Substitution

C.S.No.2/85

G.O.(P)424/85/Fin.dat

ed 26-7-1985.]

2. An agreement has to be executed by you in the prescribed form on

Kerala stamp paper of adequate value after furnishing a security of

Rs............................................... within a month/fortnight for the due fulfilment of

the contract. The Kerala Stamp paper is obtainable from any licensed vendor in

the State. Payment on account of supplies against this order is liable to be

withheld until the agreement is executed. The earnest money will be refunded on

furnishing the security /treated as part security deposit for the contract. Bank

draft for the security should be drawn in favour .................................... Cheques

are not acceptable. In the case of firms within the State the security amount may

be remitted in the nearest Government Treasury under Revenue Deposit account

by chalans countersigned by the Purchasing Officer .

Yours faithfully,

(Signature and Designation of Purchasing Officer)

ANNEXURE VIII] Form of supply order [ 121

“**Special Conditions”

Addition

[C.S.No.2/85

G.O.(P)424/85/Fin.,

dated 26-7-1985.]

NOTES

1. The packages should be marked ............... .................................................

........................................... ………………………………………………

meaning

........................................................................................................................

..................

2. They should be insured to destination viz…… ........

.......................................... ...................................................

3. They should be despached FREIGHT PAID TO……………………………

................................................................................................... to whom all

shipping/railway documents should be sent.

4. The materials shall be despatched by goods train. If this is found not

possible the prior approval of the officer mentioned in clause 6 below is to

be obtained before despatch by passenger train.

5. The contents of the packages should be STRICTLY CONFINED to this

order.

6. INVOICES IN TRIPLICATE SHOULD BE DRAWN ON AND

FORWARDED FOR PAYMENT TO

.................................................................

7. Acknowledgement of and all other communications regarding this order

may be sent to the Purchasing Officer who has placed this order.

8. In all future correspondence and bills relating to this order the number and

date at the top should INVARIABLY be quoted.

9. SEPARATE BILLS SHOULD BE SENT FOR EACH ORDER.

10. The consignment will be paid for only AFTER RECEIPT AND SURVEY of

the articles by the Department.

11. The firms will produce stamped pre-receipted invoices in all cases where

payments (advance/final) for release of railway receipts/shipping

documents are made through Banks. In exceptional cases where the

stamped receipts of the Firms are not received for the payments (in

advance) the unstamped receipt of the bank(i.e., counterfoils of pay -in-slips

issued by the Bank) alone may be accepted as a valid proof for the

payment made.

List of materials accepted and to be supplied

Item

No.

Specifications Quantity Unit

Rate

Rs. P.

Remarks

N.B.— The specifications, quantities, price, etc., are subject to correction.

Errors or omissions, if any, will be intimated to or by the contractor within

ten days from this date.

ANNEXURE IX] Form of agreement [ 122

ANNEXURE IX

[See Article 140 (1) a]

Form of Bank Guarantee (For Security Deposit)

GUARANTEE No.

To

(Here enter designation of Head of Department)

1. WHEREAS the Government of Kerala have placed the order for the supply

of .............................................. at a total cost of Rs.................... with M/s

.........................................

2. AND WHEREAS the said Government have called upon the said Company

to furnish a sum of Rs ............................................ as security for the due

fulfilment of the said contract.

3. AND WHEREAS the said Government have in lieu of the said security

deposit agreed to accept a guarantee from us

............................................................... the Bankers of the said Company.

4. WE the said Bankers of the said Company hereby guarantee payment to the

Government of Kerala State upto and not exceeding altogether a sum

........................................... of the amount if any payable by the said

Company to the said Government on account of any breach on the part of

the Company in the performance of the said contract.

5. THIS guarantee shall not be avoided, declared or affected by the

Government giving time to the contractor for the performance of his part of

the contract or granting him any indulgence by the Government making any

variation in the contract. This guarantee shall remain in full force and effect

notwithstanding any neglect of forbearance or delay in the enforcement of

any of the terms of the contract between the Government and the

Contractor.

6. THIS guarantee will remain in force for a period of one year from the date of

its issue upto and including and will be renewed for a further period of one

year if necessary.

In WITNESS whereof we have hereunto set our hands and seal this

......................................... day of ............................................ One thousand

nine hundred........................................................

Signed and delivered by the above-named Witness:

Bank in the presence of 1

Countersigned by the above named Witness:

in the presence of 1

2

ANNEXURE X] THE KERALA FINANCIAL CODE, VOLUME I [ 123

ANNEXURE X

[See Article 140 (iv) ]

Form of Agreement

(For contracts for supply of specific quantities)

AGREEMENT executed ............day of .................... BETWEEN..................................

(hereinafter called “the Contractor”) and the Governor of Kerala (hereinafter called “the

Government”).

WHEREAS the contractor has tendered for the supply of articles for the use of the

Government as per tender Notification No.................................... dated

............................................ published at pages...................................... of part

........................... of the Kerala Government Gazette dated ........................which tender

notification shall form part of this Agreement as if incorporated herein.

*AND WHEREAS the Government/purchasing officer have/has been pleased to accept

the offer subject to the conditions stipulated in the supply order No................................

dated ...........................(which shall form part of this agreement as if incorporated herein)

in respect of the articles mentioned therein.

[Substitution.

C.S.No.2/85.

G.O.(P)424/85/Fin

. dated 26-7-

1985.]

AND WHEREAS the contractor has as security for the due fulfilment of his obligations

under this deed deposited Rs....................................................... being ................... per

cent of the estimated value of the contract in.................................. Treasury as per Pass

Book No........................................ Chalan No....................... and pledged the Pass Book

to the .................................../as per draft on ................................ Bank duly approved

by the Government/in the form of letter of guarantee for such amount

from......................................................................... Bank approved by the Government.

NOW THESE PRESENTS WITNESS AS FOLLOWS:-

1. (a) In cases where along with the tender samples have been forwarded to

the Government and the samples approved, the Contractor agrees to supply

the materials according to the approved samples. In other cases the

Contractor agrees to forward samples to Government for approval if so

required and then to supply materials according to such approved samples.

When the samples are not required, the Contractor agrees to supply

according to standard specifications. Samples forwarded by the contractor

to the Government will not be paid for and shall be the property of

Government but the Government are at liberty to return them to the

contractor on the completion of his contract or to pay for them at agreed

rates if they so choose. All samples must be clearly labelled showing to

what particular items tendered for they relate and they should be of

sufficient size and quantity to enable the Government to see if the supplies

made are according to the approved samples.

(b) The Contractor hereby declares that the goods sold to the buyer, under

this contract shall be of the best quality and workmanship and shall be

strictly in accordance with the specifications and particulars contained in the

copy of the order attached herewith and the contractor hereby guarantees

that the said goods would continue to conform to the description and quality

aforesaid for a period of ....................... days/months from the date of

delivery of the said goods to the Government and that notwithstanding the

fact the Government may have inspected and /or approved the said goods,

if during the aforesaid period of ....................... days/months the said goods

be discovered nor to conform to the description and /quality aforesaid or

have deteriorated (and the decision, of the Government in that behalf will

ANNEXURE X] Form of agreement [ 124

be final and conclusive) the Government will be entitled to reject the said

goods or such portion thereof as may be discovered not to conform to the

said description and quality. On such rejection the goods will be at the

contractor’s risk and all the provisions herein contained relating to rejection

of goods etc., shall apply. The contractor shall, if so called up on to do,

replace the goods etc., or such portion there of as is rejected by the

Government. Otherwise the Contractor shall pay to the Government such

damages as may arise by reason of the breach of the condition herein

contained. Nothing herein contained shall prejudice any other right of the

Government in that behalf under this contract or otherwise.

2. Requests for enhancement or rates once accepted will not be considered

except where Government have, prior to the actual supplies, expressly

agreed in writing for any price variation under specified circumstances.

Conditions of sale or other special terms and conditions, if any, printed on

the quotations sheets of the contractor or attached with the contractor’s

tender or any other letter or paper from the contractor will not govern this

contract nor bind the Government in any manner whatsoever, unless such

forms have been expressly accepted by the Government in writing.

3. *The articles and quantities to be supplied are shown in the copy of the

supply order attached herewith. The contractor agrees to supply the

quantities of the articles shown in the order at the rate tendered by him for

each articles with in the time fixed.

[Substitution.

C.S.No.2/85.

G.O.(P)424/85/Fin

. dated 26-7-

1985.]

4. In the case of goods delivered by shipment, the contractor, shall, where the

expected tonnage of goods is more than 200 tonnes, deliver the goods

through the Trivandrum Port if so required by the Government.

5. The contractor agrees that time is the essence of this contract.

6. If the contractor defaults in the supply of all or any of the art icle correctly and

promptly as above the Government are at liberty to procure the same from

elsewhere without cancelling the contract as a whole. If Government incur,

in thus procuring such materials a higher cost than the agreed rate such

excess cost may be deducted by the Government from the contractor’s bill

or adjusted or otherwise realised from his security deposit or recovered from

him by other means. The contractor agrees that he shall not be entitled to

claim the excess, if any of the tendered rate over such cost to Government.

+Deleted. +[Deletion&

renumbering.

C.S.No.5/85.

G.O.(P)470/85/

Fin., dated

23-8-1985.]

7. (a) All payments to the contractor for supplies effected satisfactorily will

be made after scrutiny of his bills.

(i) either by departmental cheques payable at the

Government Treasuries;

(ii) or by cheques or drafts on the Reserve Bank of India,

State Bank of India and State Bank of Travancore (at

any of its principal branches in India).

(iii) or in the case of supplies from abroad by drafts or

otherwise as may be agreed to.

ANNEXURE X] THE KERALA FINANCIAL CODE, VOLUME I [ 125

(b) The firms will produce stamped pre-receipted invoices in all cases

where payments (advance/final) for release of railway

receipts/shipping documents are made through Banks. In

exceptional cases where the stamped receipts of the Firms are not

received for the payments (in advance) the unstamped receipt of

the bank (i.e. counterfoils or pay-in-slips issued by the Bank) alone

may be accepted as a valid proof for the payment made.

8. All incidental expenses incurred by the Government for making payment

outside the district in which the claim arises shall be borne by the contractor.

9. The contractor shall not assign or make over in part or wholly the contract or

the benefits or burdens thereof. The contractor shall not underlet or sublet

the execution of the contractor or any part thereof without the consent in

writing of the Government. The Government shall have absolute power to

refuse such consent or rescind such consent (if given) at any time. The

contractor shall not be relieved from his obligation, duty or responsibility

under this contract even if consent to let or sublet is given by Government .

10. NOTWITHSTANDING the provisions contained in clause 5, the Government

shall have the right to cancel the contract for any default on the part of the

contractor in due performance thereof.

11. It shall be lawful for the Government from and out of any moneys for the

time being payable or due to the contractor from the Government under this

contract or otherwise to set off any loss or expense cost or damages

sustained or incurred by the Government by reason of the cancellation of

the contract.

12. The security deposit shall subject to the conditions specified herein be

returned to the contractor with three months after the expiration of the

contract. In all cases where there are guarantees for the goods supplied the

security deposit will be released only after the expiry of the guarantee

period.

13. The contractor agrees that any communication addressed to him may be

handed over to him or his agent personally or left at his residence or place

of business or may be sent by pre-paid post to his addressed as mentioned

in this deed.

*14. In case the supply of articles involves erection of machinery the contractor

agrees that the machinery will be erected within the time and at the place

specified by the Government/ Purchasing Officer in that behalf. It shall also be

the duty and responsibility of the contractor to see that the machinery thus

erected is in good working condition to the satisfaction of the person duly

authorised by the Government/Purchasing Officer in that behalf and to ensure

the proper functioning of the machinery till the guarantee period is over. In the

event of the failure of the contractor to erect the machinery within the time and at

the place specified by the Government/ Purchasing Officer or in the event of the

machinery failing to function properly during the guarantee period the amount

spent by the Government and the loss sustained by the Government on this

account by making alternative arrangements shall be recoverable from the

contractor in the manner provided in the Clause 15 hereunder.

*[Substitution.

C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

*15. The contractor agrees that all sums found due to the Government under or by

virtue of these presents shall be recoverable from him and his properties

movable and immovable, under the provisions of the Revenue Recovery Act for

the time being in force as though they are arrears of land revenue or in any

other manner and within such time as the Government may deem fit. The

contractor agrees that deciding what sum of money is due from the Contractor

under or by virtue of this agreement, the decision of the Government shall be

final and conclusive and shall be binding on the contractor.

[Substitution.

C.S.No.2/85.

G.O.(P)424/85/

Fin. dated

26-7-1985.]

ANNEXURE XI] THE KERALA FINANCIAL CODE, VOLUME I [ 126

ANNEXURE XI

(See Article 141)

Form of agreement

(For rate or running Contracts)

Agreement executed the ...................................................................................... day of

...................................................................... between.......................................................

(hereinafter called “the Contractor”) and Governor of Kerala (hereinafter called “the

Government”)

WHEREAS the contractor has tendered for the supply of articles for the use of the

Government as per tender Notification No............................................ dated

................................. published at pages ........................................... of part ....................... of

the Kerala Government Gazette dated......................................................... which tender

notification shall from part of this Agreement as if incorporated herein;

*And WHEREAS the Government/ Purchasing Officer have/has been pleased to accept the

offer subject to the conditions stipulated in the supply order No..........................................

dated ..................................... (which shall form part of this agreement as if incorporated

herein) in respect of the articles mentioned therein.

Substitution.

[C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

AND WHEREAS the contractor has as security for the due fulfilment of his obligations under

this deed deposited Rs....................................................................................... being

........................................................ per cent of the estimated value of the contract in

...................................................................................................... Treasury as per Pass

Book No................................... Chalan No............................... and pledged the pass Book to

the ................................................................................................................../as per draft

on................................................... Bank duly approved by the Government/in the form of a

letter of guarantee for such amount from ........................................................ Bank approved

by the Government.

NOW THESE PRESENTS WITNESS AS FOLLOWS :-

1. (a) In cases where along with the tender samples have been forwarded to the

Government and the samples approved, the contractor agrees to supply the

materials according to the approved samples. In other cases the contractor

agrees to forward samples to Government for approval if so required and then

to supply materials according to such approved samples. When samples are

not required the contractor agrees to supply according to standard

specifications.

Samples forwarded by the contractor to the Government will not be paid for and

shall be the property of the Government but the Government are at liberty to

return them to the contractor on the completion of his contract or to pay for

them at agreed rates if they so choose. All samples must be clearly labelled

showing to what particular items tendered for they relate and they should be of

sufficient size and quantity to enable the Government to see if the supplies

made are according to the approved samples.

(b) The contractor hereby declares that the goods sold to the buyer under this

contract shall be of the best quality and workmanship and shall be strictly in

accordance with the specifications and particulars contained in the copy of the

order attached herewith and the contractor hereby guarantees that the said

goods would continue to conform to the description and quality aforesaid for a

period of .......................... days/months from the date of delivery of the said

goods to Government and that notwithstanding the fact that the Government

may have inspected and/or approved the said goods, if during the aforesaid of

ANNEXURE XI] Form of agreement (For rate or running contracts) [ 127

............................. days/months the said goods be discovered not to conform to

the description and quality aforesaid or have deteriorated (and the decision of

the Government in that behalf will be final and conclusive) the Government will

be entitled to reject the said goods or such portion thereof as may be

discovered not to conform to the said description and quality. On such rejection

the goods will be at the contractor’s risk and all the provisions here in contained

relating to rejection of goods etc., shall apply. The contractor shall, if so called

upon to do replace the goods etc. or such portion thereof as is rejected by

Government. Otherwise the contractor shall pay to the Government such

damages as may arise by reason of the breach of the condition herein

contained. Nothing herein contained shall prejudice any other right of the

Government in that behalf under this contract or otherwise.

2. Requests for enhancement of rates once accepted will not be considered except

where Government have prior to the actual supplies expressly agreed in writing for

any price variation under specified circumstances. Conditions of sale or other special

terms and conditions, if any printed on the quotation sheets of the contractor or

attached with the contractor’s tender or any other letter or paper from the contractor

will not govern this contract nor bind the Government in any manner whatsoever,

unless such terms have been expressly accepted by the Government in writing.

3. *The approximate quantities to be supplied are shown in the copy of the supply order

herewith attached, but it is agreed that they are only estimates of and not the actual

quantities required by the Government. The Government however are not obliged to

purchase the entire quantity mentioned in the order or even any portion of such

quantity during the period of contract, in case no actual need arises therefor. The

contractor however agrees to supply the quantity required (even if it be in excess of

the quantity estimated in the order but not exceeding the estimated quantity

beyond............................. per cent) of any article at the rate tendered by him for that

article within the time fixed.

*Substitution.

[C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

4. In the case of goods delivered by shipment, the contractor shall where, the expected

tonnage of goods is more than 200 tonnes, deliver goods through the Trivandrum

Port, if so required by Government.

5. The contractor agrees that time is the essence of this contract.

6. If the contractor defaults in the due supply of all or any of the articles correctly and

promptly as above, the Government are at liberty to procure the same from

elsewhere without cancelling the contract as a whole. If Government incur, in thus

procuring such materials, a higher cost than the agreed rate such excess cost may

be deducted by the Government from the contractor’s bill or adjusted or otherwise

realised from his security deposit or recovered from him by other means. The

contractor agrees that he shall not be entitled to claim the excess, if any, of the

tendered rate over such cost to Government.

7. (a) All payments to the contractor for supplies effected satisfactorily will be made

after scrutiny of his bill–

(i) either by departmental cheques payable at the Government Treasuries;

(ii) or by cheques or drafts on the Reserve Bank of India, State Bank of India

and State Bank of Travancore (at any of their principal branches in India);

(iii) or in case of supplies from abroad by drafts or otherwise as may be agreed to.

(b) The firms will produce stamped pre-receipted invoices in all cases where

payments (advance/final) for release of railway receipts/shipping documents are

made through Banks. In exceptional cases where the stamped receipts of the

Firms are not received for the payments (in advance) the unstamped receipt of

the bank (i.e., counterfoils or pay-in-slips issued by the Bank) alone may be

accepted as valid proof for the payment made.

8. All incidental expenses incurred by the Government for making payments outside

the district in which the claim arises shall be borne by the contractor.

ANNEXURE XI] THE KERALA FINANCIAL CODE, VOLUME I [ 128

9. The contractor shall not assign or make over in part or wholly the contract or the

benefits or burdens thereof. The contractor shall not underlet or sublet the execution

of the contract or any part thereof without the consent in writing of the Government.

The Government shall have absolute power to refuse such consent or rescind such

consent (if given) at any time. The contractor shall not be relieved from his

obligation, duty or responsibility under this contract even if consent to let or sublet

is given by the Government .

10. NOTWITHSTANDING the provisions contained in clause 5, the Government shall

have the right to cancel the contract for any default on the part of the contractor in

the due performance thereof.

11. It shall be lawful for the Government from and out of any moneys for the time being

payable or due to the contractor from the Government under this contract or

otherwise to set off any loss or expense, cost or damages, sustained or incurred by

the Government by reason of the cancellation of the contract.

12. The security deposit shall subject to the conditions specified herein be returned to

the contractor with in three months after the expiration of the contract. In all case

where there are guarantee for the goods supplied the security deposit will be

released only after the expiry of the guarantee period.

13. The contractor agrees that any communication addressed to him may be handed

over to him or his agent personally or left at his residence or place of business, or

may be sent by pre-paid post to his address as mentioned in this deed.

*14 In case the supply of articles involves erection of machinery the contractor agrees

that the machinery will be erected within the time and at the place specified by the

Government/ Purchasing Officer in that behalf. It shall also be the duty and

responsibility of the contractor to see that the machinery thus erected is in good

working condition to the satisfaction of the person duly authroised by the

Government/Purchasing Officer in that behalf and to ensure the proper functioning of

the machinery till the guarantee period is over. In the event of the failure of the

contractor to erect the machinery within the time and at the place specified by the

Government/ Purchasing Officer or in the event of the machinery failing to function

properly during the guarantee period, the amount spent by the Government and the

loss sustained by the Government on this account by making alternative

arrangement shall be recoverable from the contractor in the manner provided in

Clause 15 hereunder.

[Addition and

renumbering.

C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

*15 The contractor agrees that all sums found due to the Government under or by virtue

of these presents shall be recoverable from him and his properties, movable and

immovable, under the provisions of the Revenue Recovery Act for the time being in

force as though they are arrears of land revenue or in any other manner as the

Government may deem fit. In deciding what sum of money is due to Government

under or by virtue of this deed, the contractor agrees that the decision of the

Government shall be final and conclusive and shall be binding on the contractor.

[Addition and

renumbering.

C.S.No.2/85.

G.O.(P) 424/85/Fin.

dated 26-7-1985.]

*16 In witness whereof the contractor and Sri........................................................

........................... (H.E. name and designation) for and on behalf of the Governor of

Kerala have here unto set their hands.

[Renumbering.

C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

Signed, sealed and delivered by

..............................................................................

(Contractor)

In the presence of witnesses : (1)

(2)

Signed, sealed and delivered by

............................................................................. ............................. (H.E.

name and designation) for and on behalf of the Governor of Kerala.

In the presence of witnesses : (1)

(2)

ANNEXURE XII] THE KERALA FINANCIAL CODE, VOLUME I [ 129

ANNEXURE XII

[See Article 140 (i) (f) ]

Form of Supplemental Agreement

SUPPLIMENTAL AGREEMENT executed the .................................................. day of

......................................... between...................................... (hereinafter called “the

contractor”) of the one part and the Governor of Kerala (hereinafter called “the

Government”) of the other part;

WHEREAS the contractor has offered as per the letter No..............................

dated........................ to extend the period of the existing ‘Rate Contract’ for the supply of

articles mentioned in the order No..................................... dated

............................................... at the same rates, terms and conditions of the existing

agreement executed between the aforesaid parties on the

...................................................

(hereinafter called the principal agreement) for a further period of

............................................. from ....................................... to

......................................................

AND WHEREAS the Government have in their order dated.......................................

agreed to extend the period of the principal agreement for a further period

of................................................from.............................to..............................................

NOW THESE PRESENTS WITNESS AND IT IS HEREBY MUTUALLY AGREED

between the Government and the contractor to extend the period of the principal

agreement for further period of ......................................... from ......................... to

..................................... on the same terms and conditions enumerated in the principal

agreement.

Save as varied as aforesaid all the terms and conditions of the principal agreement shall

remain in full force and effect.

IN WITNESSWHERE OF the contractor and Sri..............................................................

.............................. (here enter the name and designation) for and on behalf of the

Governor of Kerala have hereunto set their hands.

Signed, sealed and delivered by .....................................................................................

......................................................………….Sri …………………........................

........................................................................... for and on behalf of the contractor.

In the presence of witnesses : (1)

(2)

Signed, sealed and delivered by

.............................................................................. (here enter the designation) for and on

behalf of the Governor of Kerala.

In the presence of witnesses : (1)

(2)

ANNEXURE XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 130

*ANNEXURE XIII

[See Article 148 (a) (ii) ]

[Addition.

C.S.No.2/85.

G.O.(P)424/85/Fin.

dated 26-7-1985.]

KNOW ALL MEN BY THESE PRESENTS THAT I/WE .................................. [here enter

name(s) and address(es) of the person or persons] (hereinafter called “the

Contractor”)bind myself/ourselves to the Governor of Kerala (herein after called “the

Government”) for the payment to the Government of the sum of

Rs.......................................................... (Rupees in words also.)

Signed by Shri............................................................................................................. and

Shri.....................................................................................................

In the presence of witnesses : (1)

(2)

WHEREAS by an agreement executed on the ............................... day of

..........................two thousand and ............................ BETWEEN THE Government and

the contractor (hereinafter called “the said agreement”) the Contractor has agreed to

supply to the Government of Kerala.............................................. (here enter the name

of material) (herein after collectively called as “the materials”) in pursuance of supply

Order No..........................................................

dated.............................................

WHEREAS one of the conditions of the said agreement is that all payments to the

Contractor for supplies effected satisfactorily will be made after scrutiny of the bills;

WHEREAS the Contractor has requested the Government to make advance payment

on the basis of railway receipt for despatch/or bill of lading or against proof of despatch

of the (here enter details of materials) before actual receipt and verification of the

materials agreed to be supplied as per the said agreement;

AND WHEREAS Government have agreed to advance to the Contractor

…............................

.............................................. per cent of the value of the materials agreed to be

supplied ;

AND WHEREAS for the purpose of the security and indemnifying the Government

against all loss or damage which the Government may suffer in the event of materials

supplied being found short or defective on checking and in consideration of the said

advance payment of Rs......................................................................... (in words also) by

the Government to the Contractor it has been agreed by the Contractor to execute this

Bond subject to the conditions hereinafter contained.

NOW THE CONDITION of the above written Bond is such that if the Contractor

supplies the materials mentioned in the said agreement in complete satisfaction of the

Government and in conformity with the provisions of the said Agreement the above

written Bond shall be void otherwise the same shall be and remain in full force and

effect.

All sums found due to the Government from the Contractor under or by virtue of this

deed shall be recoverable from the Contractor and his/their properties both movable and

ANNEXURE XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 131

immovable under the provisions of the Revenue Recovery Act for the time being in force

as though such sums are arrears of land revenue and in such other manner and within

such times as the Government may deem fit. In deciding what sum of money is due to

Government under or by virtue of this agreement the Contractor agrees that the decision

of the Government shall be final and conclusive and shall be binding on the contractor.

IN WITNESS WHEREOF Shri.................................................................. has signed this

........................................................... day of ............................................... two thousand

and .....................................................

Signed by Shri................................................................................

In the presence of witnesses : (1)

(2)

CHAP VII] THE KERALA FINANCIAL CODE, VOLUME I [132

CHAPTER VII

WORKS

Introductory

163. The term ‘works’ covers not only works of construction and repair of buildings, roads,

irrigation projects, etc., but also the manufacture, supply, carriage and repair of tools

and plant and other stores required in connection with works of construction and repair.

The rules in this chapter are applicable to departments in general and are supplemented

for particular departments by the detailed rules and orders contained in the respective

departmental manuals and codes and any other special orders applicable to them.

Classification of works

164. Works are primarily classified into “original works” and “repairs and maintenance”.

Original works include all new construction, whether of entirely new works or of

additions and alterations to existing works, reconstruction of entire structures

necessitated by wear and tear or by damage due to some calamity and all repairs to

newly purchased or previously abandoned buildings required to make them usable.

Repairs and maintenance include all the operations required from time to time to

maintain existing properties in a satisfactory state and make good the damage due to

wear and tear, when complete reconstruction is not necessary. Repairs are further

classified as “ordinary repairs” and “special repairs”. Ordinary repairs include the

periodical repairs which are done regularly as a matter of routine and are usually of the

same nature (e.g., painting or white-washing a building or spreading a new coating of

metal on a road), and any occasional petty repairs from time to time, which may have to

be carried out between the time fixed for the periodical repairs. Ordinary repairs to an

irrigation work include all the operations required to maintain the work in a satisfactory

state as it is, i.e., to the standard already laid down. Special repairs are repairs, which

are not periodical or frequent e.g., re-roofing a building, replacing beams or renewing a

floor. Special repairs to an irrigation work include all operations under taken with a view

to maintaining the work in a better condition, i.e., to a higher standard than that already

laid down, by using materials of a more lasting kind, without increasing the efficiency or

the scope of the system, e.g., substituting cement plastering or pointing for ordinary

plastering or pointing, substituting plastering for pointing, substituting rough stone

masonary for dry stone packing, revetting tank bunds at the sites of beaches and river

margins where they are eroded, grouting newly the surface of aprons and revetments

and lengthening aprons and revetments to protect the eroded portions of the beds and

margins of rivers, canals and channels.

Certain operations are partly original works and partly repairs, e.g., substitutions of a

terraced roof for a tiled roof, substitution of steel beams for damaged teak ones, or

dismantling and extending a verandah. A mixed work of this kind should, for the

purpose of determining the authority competent to sanction it, be treated as an original

work. When a structure or a part of a structure is dismantled because it is structurally

unsound and replaced by a new work which in all material essentials merely

reproduces what was dismantled, the work is included in the category of repairs, unless

it is done to make newly purchased or previously abandoned building usable.

CHAPTER VII] WORKS [ 133

ALLOTMENT OF WORKS TO DEPARTMENTS

Works allotted to the Public Works Department

165. The Public Works Department is responsible for the execution of all works which the

Government have not specifically allotted to other departments— See Articles 166 to

171. In special circumstances a work for which the Public Works Department is

responsible may be executed by another department on behalf of the Public Works

Department by agreement between the two departments.

Works executed by Government servants of other departments acting as Public Works

Disburses are usually petty works constructed on standard designs. Any such

Government servant may, however, apply to the Superintending Engineer to depute a

Public Works Officer to examine and such work when in progress or when completed

and to make a general report as to whether the work is being satisfactorily carried out or

has been completed in accordance with the estimate.

Note:— The system to be adopted in the case of jail works should be as follows:—

When jail works are executed by the contract system, jail labour should be employed by

the contractors on all unskilled items of works connected with the contract as far as

possible. Therefore when tenders are called for, for the work it should be stipulated in

the tender notice that the contractor should employ jail labour on all unskilled items of

work connected with contract if such labour is available with the Jail Department and

that the jail labour, if supplied, will be charged for at the rate prescribed for the purpose.

A similar procedure should be adopted in regard to jail works executed departmentally

by the Public Works Department. In cases in which jail labour is not employed on a work

for the reason that the Jail Department is not able to supply it, a written statement from

the Jail Superintendent to that effect should be obtained and recorded by the Public

Works Department Officers.

Works allotted to the Forest Department

166. The Forest Department’s works are usually executed in out-of-the-way localities and

under Special circumstances, with which Forest Officers are better acquainted than

Public Works Officers. The Government have therefore allotted to the Forest

Department all its own works except those for the execution of which the agency of the

Public Works Department is more suitable. If the Chief Conservator of Forests wishes to

entrust any such work to the Public Works Department, he should address the Chief

Engineer in the matter. When there is a difference of opinion between the two officers in

regard to any such proposal, the Chief Conservator of Forests should obtain the orders

of the Government.

Works allotted to the other Departments

167. (a) The Government have allotted the following works to the department which

uses or requires the building:—

(i) Works of petty construction, maintenance and repair, the estimated cost of which

does not exceed Rs. 2,500 for any one work relating to buildings originally

constructed by the Public Works Department, whether borne on the Public Works

Register or not.

(ii) Works of petty construction and repair of Police lines, huts and stations which do

not form part of Taluk Offices and other buildings orginally constructed by the Public

Works Department but not borne on the Public Works Register, subject to the

delegation of powers.

(iii) All works relating to buildings constructed by the departments other than

Public Works Department and not borne on the Public Works Register.

Note:— The repair and maintenance works will be undertaken by the Public Works

Department in respect of a building which is occupied by more than one

department.

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 134

In the case of a building occupied partly by a Local Fund Office along with one or more

Government Offices, the cost of the annual repairs should not exceed 1.5 percent or

any other rate that may have been sanctioned on the capital cost of the building.

Each occupying department may carry out petty internal repairs in the portion which it

occupies.

(b) The rules and conditions governing the execution of such works by the

department concerned are given below :

(i) All estimates should be covered by adequate budget

provision.

(ii) Estimates of petty construction and repairs may be sanctioned

by the Heads of Departments. The Heads of Departments are

authorised to sanction estimates for annual thatching

irrespective of the monetary limit prescribed in (a) above.

(iii) Such works should ordinarily be undertaken by the

departments using or requiring them, utilising the funds placed

at their disposal in the budget.

(iv) The works described above should not involve structural

alterations and additions to buildings in–charge of the Public

Works Department. When they involve structural alteration

and additions to such buildings, civil officers should obtain the

concurrence of the Executive Engineer for the same and

should also communicate to the Executive Engineer, the

actual cost inc urred so that the capital accounts of the

buildings may be correctly maintained.

(v) If repairs are sanctioned to the roof of a building occupied by

more than one department, they should be of a trifling nature.

(vi) Civil Officers should seek the assistance of the officers of the

Public Works Department wherever they consider that the

work under taken by them under these rules requires

professional supervision.

168. The allotment of certain works to departments other than the Public Works Department

in the preceding Article is subject to the following conditions:—

(1) If the work involves a structural alteration or addition to a building borne on the

Public Works Register, the Government servant who proposes to sanction the

work should obtain the Executive Engineer’s consent to the proposed alteration

or addition, and should also inform him of the actual cost incurred, so that he

may be able to maintain the capital accounts of the building correctly. While

giving his concurrence to the proposals the Exec utive Engineer should

consider whether the work will require technical advice of a skilled nature or

professional supervision, and if so, inform the Government servant concerned

with the work that the necessary technical advice or assistance will be given by

the Public Works Departmental Officer during the course of construction and

that for this purpose timely intimation should be given of the date of

commencement of the work.

(2) If the work relates to a building not borne on the Public Works Register or

relates to a building borne on the Public Works Register but does not involve

any structural alteration or addition, the Government servant who proposes to

sanction the work should ask for advice or assistance from a Public Works

Officer only if he considers that the work requires skilled technical advice or

professional supervision. In that case, he should inform the Public Works

Officer for whose assistance he asked of the reasons for his opinion. If the

CHAPTER VII] WORKS [ 135

Public Works Officer considers that the work does not require skilled technical

advice or professional supervision, he should return the requisition with a full

statement of the reasons for his opinion.

(3) A Government servant of another department who executes any work relating

to a building borne on the Public Works Register should inform the

Superintending Engineer annually not later than the first June, of the amount

spent by him on repairs to the building in the preceding financial year.

169. (a) The allotment of certain works to departments other than the Public Works

Department in Article 167 does not apply to any works relating to the following

buildings, the maintenance and repairs of which, irrespective of cost, are

allotted to the Public Works Department:—

(1). Buildings whose capital cost is above Rs. 50,000 and also buildings

whose capital cost is not known, but whose maintenance cost

exceeds Rs. 2,500 in each individual case or connected group.

(2). All official residences except those under the administrative control

of the Forest Department.

(3). Buildings which have been specially placed in-charge of the Public

Works Department for maintenance and repairs.

(4). Buildings occupied by more than one department, except in the

case of petty internal repair which may be attended to by the

occupying Department

(5). Government buildings wholly occupied by departments of the

Central Government on payment of rent.

(6). Buildings occupied partly by the departments of the Central

Government or as official residences and partly by the departments

of the Government of Kerala.

Note (i) :— The expression “internal repairs” should be taken as including items such

as white-washing and petty repairs to walls, inside and outside, repairs to

floors including those of verandahs, repairs to ceiling, repairs to doors and

windows, painting or wood-oiling or varnishing them inside as well as outside.

Note (ii) :— Petty internal repairs may be attended to by the occupying department. No

alteration in any part which might have the effect of altering any part of the

design may be carried out with out reference to the Public Works Department.

(e.g., altering the pattern of the flooring or using different quality of timber in

connection with repairs to ceiling).

Note(iii) :— Repairs to roofing would be an item of external repair (to be done by the

Public Works Department ). So also repairs(internal as well as external) to the

out houses in common use and repairs to compound walls. All special repair

should like-wise be carried out by the Public Works Department.

Maintenance of register of immovable properties

170. The permanent registers, one for buildings and lands and the other for roads, bridges and

culverts, will be maintained in Form 23 (I and II) by all Officers to show the assets of

Government in the form of immovable properties under their charge. The registers

maintained by each officer, including the Head of the Department, will contain particulars of

all the Government lands, buildings, roads, bridges and culverts under the control of himself

and the officers subordinate to him. Changes such as transfer of custody or construction of

new buildings, roads, bridges and culverts or removal of old ones should be intimated to all

the officers concerned to note and an annual certificate should be recorded in the registers at

the end of March to the effect that all the changes during the year have been brought into the

registers.

The Heads of Departments other than the Public Works Department and the

Superintending Engineers of the Public Works Department will forward extracts from the

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 136

Register of Lands and buildings of the particulars relating to residential buildings under

their control to the Accountant General direct. Additions, corrections or modifications, if

any, to these particulars should also be forwarded to the Accountant-General once in

every year, i.e., by the first of May.

Electrical Works

171. (a) As a rule, all original electrical works connected with Government buildings will

be executed by the Electrical Wing attached to the Public Works Department

(Buildings and Roads Branch). If a Head of a Department wishes to arrange for

the execution of an electrical work himself, he should apply to the Government

for the allotment of the work to his Department. If the Government allot the work

to his department he should get the detailed plans and estimates prepared by

the Electrical Wing of the P. W. D., call for tenders and get the work executed by

licensed Electrical Contractors. He should request the Electrical Executive

Engineer of the Electrical Wing in the P. W. D . to give any technical advice or

assistance needed in the execution of work. He should also inform the Executive

Engineer (Buildings and Roads) of the expenditure he incurs on the work so as

to enable him to maintain the capital account of the buildings correctly.

(b) The custodian of the electrical installations of a Government building or part

there of will be the head of the office occupying the building or part thereof.

Replacement of bulbs and starters of fluorescent lights and bulbs of

incandescent lights will have to be done by the custodians of the installations for

which required bulbs, tubes and starters should be obtained by them from the

Electrical Radio Stores of the P. W. D . and kept in their stock for ready

replacement. The replacement work will be attended to by the staff of the

Electrical Wing of the P. W. D.if required.

(c) Payment may be made in advance by the custodian of electrical installations for

service connections to Government buildings, if the supply agency requires this

and the expenditure on this account has to be met from the contingencies of the

concerned Department.

GENERAL RULES

Selection of site

172. The site for a new building should, if possible, be fixed before the detailed plans and

estimates are prepared. The local authority concerned should always be consulted as to

the suitability of the site, except when the proposed new building is to be erected within

a reserved forest.

Preparation of estimates

173. (a) No work may be started before a proper estimate for it has been prepared and

sanctioned by the competent authority, unless it is so started strictly in

accordance with a special order of the Government or some specific provision in

this Chapter or in departmental rule or order (See also Article 184 and 185).

(b) An estimate should be prepared in Form 23-A except when a special form of

estimate is required for a very large work or has been specially prescribed for a

particular kind of work in any departmental code, manual or order of the

Government.

(c) Every estimate, whether for an original work or for repairs, should provide for

the removal of all rubbish which may have accumulated, filling in unsightly pits,

etc., when necessary, at the site of the work; all work establishment employed

specially on the work; any incidental expenditure required, such as the cost of

sheds for workmen and stores; and, under separate sub-heads ; all watchman

sanctioned by competent authority for the care of vacant buildings, guarding

works, working sluices, etc.

CHAPTER VII] WORKS [ 137

(d) An estimate for the annual maintenance of a building should provide for the

Municipal or other taxes payable on the property, and it should be submitted to

the Government servant occupying the building concerned, for countersignature

in token that it provides for all repairs known to be required. When a specific

period has been fixed after which a particular item or kind of work should be

renewed, every estimate for repairs should show the date it was last renewed.

(e) Government servants of other departments who act as Public Works disbursers

in respect of any works (See Article 165) should prepare the estimates for them

in the forms adopted in the Public Works Department, together with the plans

where necessary, and obtain the necessary technical sanction of the competent

authority in the Public Works Department. Standard designs should be adopted,

as far as possible, with such modifications as circumstances may require.

Sanction for works

174. (a) The powers delegated by the Government to the various departmental

authorities to sanction expenditure on works of construction and repairs allotted

to the respective departments are specified in the Book of Financial Powers.

(b) The power delegated to an authority subordinate to the Government to sanction

expenditure on works must not be so used as to evade the necessity for

obtaining sanction from a higher authority by sanctioning in instalments a group

of connected works or alterations or a group of connected purchases the total

cost of which will exceed what that authority is empowered to sanction.

(c) The sanctioning or other prescribed departmental authority should communicate

every sanction to expenditure on works to the Accountant General in

accordance with the procedure laid down for each department, except when the

sanction relates to a work allotted to a department, other than the Public Works

and Forest and the bills relating to the sanction are to be drawn or

countersigned by the sanctioning aut hority itself.

Estimates and sanctions to be treated as confidential

175. All Government servants should treat the rate and the amount of cost entered against

each item in an estimate and the abstract showing the total estimated cost of a work or

part of a work as strictly confidential. No information concerning them may be

communicated on any account to any contractor, piece-worker or prospective tenderer.

Exception.— Contracts relating to extraction of timber in the Forest Department are

exempted from the operation of the above rule.

Utilisation of savings

176. (a) The sanction to an estimate should always be regarded as being strictly limited

to the precise objects for which the estimate was intended to provide. Any

anticipated or actual savings in a sanctioned estimate for a specified work

should not without the special sanction of a competent authority, be applied to

any additional work which was not originally contemplated, unless it is fairly

contingent on the actual execution of the work.

(b) Savings due to the abandonment of a substantial section of a work sanctioned by

any authority should not be applied to work on other sections without the special

sanction of that authority. If the estimated cost of a section which is abandoned is not

less than 5 per cent of the total sanctioned cost of a work, it should be treated as

amounting to the abandonment of a substantial section of the works. In the case of

irrigation work the estimated cost of the Head Works will be excluded in working out

the sanctioned cost of the work for this purpose.

Supplementary estimates

177. In respect of a development of a work which is held to be necessary while it is in

progress but is not fairly contingent in the proper execution of the work as first

sanctioned, a supplementary estimate should be submitted to the competent authority

for sanction together with a full report as to the circumstances which make it necessary.

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 138

A Government servant who submits a supplementary estimate for sanction should see—

(1) That it is numbered consecutively with reference to the supplementary

estimates, if any, already submitted in respect of the same work; and

(2) That the application shows the amount of the original estimate, the amount of

the previous supplementary estimates already sanctioned or pending sanction,

and the total amount of expenditure on the work proposed for sanction,

including the amount of the supplementary estimate now submitted.

Method of executing works

178. Works are executed by one of the undermentioned five methods—

(i) departmentally by the employment of daily labour,

(ii) by piece-work agreement,

(iii) by schedule contract,

(iv) by lump sum contract, and

(v) by percentage rate contract.

Method (i) is adopted in cases where no contractors are available or where for other

reasons, it is found more economical. Under this method, the department

manufacturers or purchases its own materials. The purchase of materials or

tools and plant and machinery is governed by the Stores Rules.

Under method (ii) the piece-worker merely agrees to execute a specified work at specified

rates without reference to quantity or time. The conditions of the contract and the

security to be taken from the piece-worker for the due fulfilment of the contract

are setforth in the standard forms. The piece-worker usually possesses little

professional knowledge or capital or employs no supervising staff. The

department arranges for the supervision, the setting out and measuring of all

work. The piece-work system shall ordinarily be confined to works (including

improvements and repairs) costing not more than Rs. 2,500. If in any case of

improvements and repairs costing above Rs. 2,500 it is considered preferable to

adopt the piece-work system instead of method (iii) the reason, therefor should

be recorded in the relevant file. The schedule of rates in the piece-work

agreements should show rates either for finished work or for labour and

materials, as the case may be, even for items for which lump sum have been

provided in the sanctioned es timates.

In regard to method (iii) under a schedule contract the contractor undertakes to execute

the work at specified rates, the sum he is to receive depending on the

quantities and kinds of work done or materials supplied. The work should

also be completed within a specified time-limit from the date of

commencement of work. These conditions are set forth in the standard form

of agreement (reproduced in Appendix I to Kerala Public Works Department

Code).

Under method (iv) the contractor agrees to execute a complete work with all its

contingencies in accordance with the drawings and specifications for a fixed

sum. The essential characteristics of this kind of contracts are:

(i) A price adjustments schedule is specified in order to regulate the amount to

be added to or deducted from the fixed sum on account of additions and

alterations not covered by the contract.

(ii) Except as provided in clause (i) no addition is made in the contract to the

departmental estimate of the work, schedule of rates or quantities of work to

be done.

(iii) The detailed measurements of the work done are not required to be recorded

except in respect of additions and alterations.

CHAPTER VII] WORKS [ 139

Execution of works on lump sum basis will be resorted to only in exceptional cases of

absolute necessity. No such work should be executed without the prior sanction of

Government. The contract documents in such cases will be got approved by Government in

consultation with the Chief Engineer, the Law Department and the Accountant General.

Payments to contractors for work done are made subject to the terms of the contract and any

subsidiary instructions issued by Government in this behalf and on the certificates of the

officers in charge of the work.

Under Method (v) the departmental rates for the different items of work in an estimate are

published and the contractor quotes this rate at a percentage above, or below or at par the

estimate rates so published. Only a single percentage applicable to all the items is quoted

and this percentage rate is applicable to extra items also, if any, are found necessary during

construction. Other conditions of contract are similar to those applicable to schedule

contracts.

A modification of this type of contract is when, instead of estimate rates for a work, the

schedule of rates is published and the contractor is asked to quote a percentage above,

below or at par the schedule of rates so published. Since neither the total quantity of work

nor the time is specified, this modified form of percentage rate contract can be applied to

piece work contracts only.

Purchase of materials and invitations to tender

179. When a Government servant buys materials for the execution of a work or gives a work on

contract, he should comply with the rules regarding the purchase of stores and the general

principles governing invitations to tender contained in Chapter VI.

Provision of funds

180. Except in accordance with the provisions of Articles 184 and 185 no Government servant

may enter into a contract for the execution of a work unless funds have been duly provided

for it or an assurance has been received from the authority competent to provide the

necessary funds that they will be allotted before the liability matures.

Execution of agreements

181. No work which is to be executed under a contract should be started until the contractor has

signed a formal written agreement, unless it is started without a formal agreement under the

provisions of Article 182 or Article 185.

182. It is not essential to obtain a formal agreement in regard to any work of petty construction or

repairs estimated to cost not more than Rs. 1,000 but a Government servant competent to

execute contracts may, when he considers it desirable, obtain a formal agreement even in

such a case. If no formal agreement is executed; there should at least be a written

understanding specifying prices and rates, though it need not be in any prescribed form.

Note:— The amount provided for rates and taxes and watchmen’s wages whether a regular

agreement with a contractor or piece-worker excluded from the total amount for the purpose

of deciding whether a regular agreement with a contractor or piece-worker is necessary.

183. When a Government servant of a department other than the Public Works Department

proposes to give a work on contract, he may consult the Executive Engineer, if he thinks

it necessary, and should get an agreement executed in the form used by the Public

Works Department (with necessary changes) if no special procedure or form has been

prescribed for the purpose in the departmental manual or code or by any order of the

Government.

The principles stated in Article 51 should be borne in mind when contracts are drafted.

Starting of work without a sanctioned estimate or without adequate funds

having been provided

184. If a higher authority orders a Government servant, on any ground whatever, to start a

work for which an estimate is required under the rules but no estimate has been

sanctioned or for which adequate funds have not been provided and no competent

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 140

authority has undertaken to provide the necessary funds, before the liability matures

(whether an estimate has been sanctioned or not), it should convey the order to start the

work to him in writing. A Government servant who starts any such work without a written

order from a higher authority and a Government servant who issues a written order to

start a work otherwise than in accordance with the rules will be liable to be held

personally responsible for paying for the work done if it is found that his action was not

fully justified by very exceptional circumstances. On receipt of a written order directing

him to carry out any such work, a Government servant should immediately inform the

Accountant General that he is starting a work for which no estimate has been

sanctioned, or is incurring a liability for which there is no provision or no sufficient

provision of funds, and should, at the same time, state approximately the amount of the

liability which he is likely to incur by complying with the written order which he has

received. The Accountant General will then be responsible for immediately bringing the

facts to the notice of the Head of the Department, except the irregularities, if any,

committed by the latter, which he should report at once direct to the Government. The

Head of the Department should report to the Government any failure to comply with the

rules regarding works that call for disciplinary action by the Government. The

Accountant General will report to the Government the facts of any case in which he

considers the action taken by the Head of the Department to be inadequate. The

Government will take disciplinary action against any Government servant –

administrative or executive who fails or delays to comply with these orders.

Note :— The provisions of this Article will be relaxed in regard to famine relief works but,

this does not relieve any Government servant from his responsibility for obtaining the

necessary sanction to a revised estimate and the necessary additional appropriation of

funds, as soon as he can foresee how far an estimate for a work entrusted to him for

execution is likely to be exceeded.

Starting a work in an emergency

185. It is occasionally necessary for a Government servant to start a work immediately on the

occurrence of some sudden, unforeseen emergency, e.g., the breaching of the bund of an

irrigation work, without waiting for an estimate to be sanctioned and funds provided. A

Government servant who does this should report the facts at once to his immediate superior

and to the Accountant General. If any such work is entrusted to a contractor and it is

impossible to enter into a formal agreement with him beforehand, the Government servant on

the spot who arranges for the work to be started should at least enter into a piece-work

agreement with him. This can be terminated at anytime if the authority competent to sanction

the estimate should so decide when the emergency is such that even a piece-work

agreement cannot be completed before starting the work, the Government servant on the

spot and the contractor should at least both sign a written order for the work. If writing

materials are not available at the time and the work has to be started with out a written order,

the written order should be prepared and signed by the Government servant and the

contractor as soon as writing materials can be obtained. The Government servant should

then prepare a proper estimate without any avoidable delay and submit it as early as possible

to the competent authority for sanction. A formal written agreement in the proper form (or a

written understanding specifying prices and rates if that is sufficient with reference to Article

182) should then be concluded with the contractor as expeditiously as possible.

Muster roll for a work executed departmentally

186. Except for the permanent and temporary employees whose pay is charged to the head

“establishment” and the members of the work-charged establishment, all persons who

are engaged departmentally for the execution of a work should be regarded as day

labourers and their wages should be drawn on muster rolls. The muster roll is the initial

record of labour employed each day on a work. The Government servant in immediate

charge of the work should write it up daily.

187. Muster rolls should be prepared and dealt with in accordance with the following rules:—

(a) One or more muster rolls should be kept for each work but a muster roll should

never be prepared in duplicate. One muster roll may be kept for labourers

CHAPTER VII] WORKS [ 141

employed on several small works, if there is no objection to regarding the total

unpaid wages as relating only to the largest work in the group.

(b) Every entry in a muster roll should be made, if possible, in ink and otherwise in

indelible pencil.

(c) Labourers may be paid once a month and separate muster rolls should be

prepared for each month.

(d) The daily attendance or absence of each labourers and any fine inflicted on

him should be accorded daily in Part I of the muster roll in such a way as—

(i) to facilitate the correct calculation of his net wages for the

period of payment;

(ii) to render it difficult to tamper with or to make unauthorised

additions to, or alterations in entries once made; and

(iii) to facilitate the correct classification of the cost of labour by

works and sub-heads of works, where necessary.

Note:— Superior Officers should check the attendance of labourers as frequently as

possible.

(e) After a muster roll has been passed by the Government servant who is

authorised to draw the bill for the works expenditure, payment should be made

as soon as possible. Each payment should be made or witnessed by the

Government servant of highest standing available. He should certify to the

payments individually or by groups and also record at the foot of the muster

roll, both in words and figures, the total amount paid on each date. The details

of unpaid items, if any, should be recorded in the Register of Unpaid Wages

and the amount so transferred deducted from the grant total of the muster roll

so as to bring out the “balance paid” before the Government servant who

makes the payments, completes the memorandum at the foot of the muster roll.

(f) Payments of unpaid items carried forward to the Register of Unpaid Wages,

when made, should be recorded and certified in the same way as payments of

current items.

(g) All wages not claimed within three months should, as a rule, be forfeited.

Note 1:— In the Forest Department wages remaining unpaid for three months should be

reported to the Divisional Forest Officer who will decide in each case whether the

liability should continue to be borne in the accounts of the work concerned.

Note 2:— For the procedure to be followed in the Public Works Department, see the

Local Ruling under Article 121 in the Kerala Account Code, Volume III.

(h) The progress of the work done by the labourers should be recorded in Part II of the

muster roll, if the work can be measured. If it cannot be measured, a remark should

be recorded to that effect. Part II need not be written up at all when progress is

reported once a month or often or in any other suitable form and the separate

reports are considered sufficient.

(i) The Government servant who is responsible for the payments need not submit the

paid muster rolls to any higher authority, unless he is specially instructed to do so.

Labour engaged departmentally through a contractor

188. When work is executed departmentally by the employment of daily labour (See Article 178), it

is objectionable in principle to engage and pay the necessary daily labour through a

contractor instead of on a muster roll under the ordinary procedure. In a great emergency it

may sometimes be impossible to obtain the necessary labour in time otherwise than through

a contractor. If it is possible, in such a case , to determine the quantity of work done after its

completion or at intervals during its progress, the contractor should be paid at suitable rates

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 142

for the work actually done. If this is not practicable, the contractor may be paid according

to the number of labourers employed each day, and his own profit or commission should

either be included in the rates allowed or paid separately in a lump sum or at a

percentage rate. With a view to avoiding disputes with the contractor in such a case, he

should be requested to sign the daily reports in token that he accepts them as correct.

The muster roll and the measurement book should not be used when the contractor is

paid according to the number of labourers employed each day.

Measurement book

189. (a) All works done otherwise than by daily labour and all supplies relating to a work

should be paid for on the basis of measurements recorded in a Measurement

Book, Form K. P. W. 21. The measurement book is the original record of actual

measurement or count. The descriptions in a measurement book should be

lucid, so that the items described may be easily identified and checked. A

measurement book is a very important record and must be kept with great care,

since it may have to be produced as evidence in a court of law.

Note:— In the Forest Department the measurement book is to be maintained for works

under the budget head “Communications and Buildings” in all cases where the

amount expended exceeds Rs. 50. The sanctioning authority will, however, be

permitted to order the maintenance of a measurement book in other case while

communicating its sanction to the executive subordinate concerned.

(b) Whenever a measurement book changes hands, even if it is sent only from one

office to another within the same building, some responsible person of a grade

not below that of a clerk should acknowledge receipt of it in writing.

190. Government servants should strictly observe the following general instructions in regard

to measurement book:—

(1) All measurements should be taken down neatly in a measurement book issued

for the purpose and nowhere else. No one may record any measurements in a

measurement book except a Government servant who is duly empowered to

make payment for the work done or a daily authorised executive subordinate in

immediate charge of the work who has been supplied with a measurement book.

(2) The lines under columns (1) to (4) on each page beginning with the top line,

should invariably be filled up at the work. No line should be left blank. Any lines

that are not required on any page should be carefully scored through, so that no

additional entry can be made afterwards.

(3) Each set of measurements should begin with entries showing:—

(i) In the case of work done-

(a) full name of work as given in the estimate,

(b) situation of work,

(c) name of contractor,

(d) number and date of his agreement, if any,

(e) date of commencement of work (i.e., date on which site

was handed over ),

(f) date of actual completion of work, and

(g) date of measurement; or,

CHAPTER VII] WORKS [ 143

(ii) In the case of materials supplied—

(a) name of supplier,

(b) number and date of his agreement, if any, or of the order,

(c) purpose of supply,

(d) date of written order to begin supplies,

(e) date of actual completion of supplies, and

(f) date of measurement.

Each set of measurements should end with the dated signature and designation of the

Government servant who takes the measurements. A suitable abstract should then be

prepared which should show, in the case of measurements for work done the total

quantity of each distinct item of work relating to each sanctioned sub-head.

(4) Since all payments for work or supplies are based on the quantities recorded in

the measurement book, a Government servant who takes the measurements

must take all possible care to record the quantities clearly and accurately. He will

also be held responsible for the correctness of the entries in the column

“contents or area” in respect of the measurements recorded by him. If the

measurements are taken in connection with a running contract account on which

work has been previously measured, he will also be held responsible for

recording a reference to the last set of measurements. If the measurements

taken are the first set of measurements on a running account, or the first and

final measurements this fact should be suitably noted against the entries in the

measurement book, and in the latter case the actual date of completion should

be noted in the prescribed place. The signature of the contractor or his agent

should be obtained in the measurement book after each set of measurements

below the statement. “I accept the measurements”. If the contractor or his agent

is illiterate, his mark should be attested by an independent witness.

(5) Entries should be recorded continuously in the measurement book. No page

should be left blank or torn out. If a page is left blank inadvertently, it should be

cancelled by diagonal lines as soon as this is noticed, and the cancellation

should be attested by the dated initials of the Government servant concerned.

(6) No erasures is permitted. If a mistake is made the Government servant who is

responsible should correct it and attest the correction by his dated initials. When

any measurements are cancelled, the cancellation must be attested by the dated

initials of the Government servant who orders it or supported by reference to his

orders initialled by the Government servant who took the measurements. In

either case, the reason for the cancellation should always be recorded.

(7) Entries should be made, if possible, in ink and otherwise in indelible pencil.

Pencil entries should never be linked over. Every entry in the “contents or area”

column should be made in ink.

(8) Each measurement book should contain an index and the Government servant

in charge of it should keep the index upto date.

(9) At the time of payment, the Government servant who authorises payment

should draw a diagonal red ink line across every page containing the detailed

measurements relating to the work or supplies paid for, and should record

reference to the number and date of the voucher or sub-voucher in the abstract

of measurements.

(10) The measurement book should be produced for inspection on request by the

Accountant General or a duly authorised member of his staff.

CHAPTER VII] THE KERALA FINANCIAL CODE, VOLUME I [ 144

Check- measurement of works

191. (a) When a departmental rule or order requires that a work be check-measured before

payment, the contractor should not be paid for work done until it has been checkmeasured

by the prescribed authority. Superior officers should also make a point of

checking the detailed measurements of works in the course of their tours.

(b) Check-measurement is intended to detect errors and prevent fraudulent entries. It

should therefore be done with discretion and method. The items which appear most

likely to be incorrect and most easily susceptible of fraud and those which would

seriously affect the total of the bill if inaccurate should be selected for checkmeasurement.

(c) When measurements are taken jointly by more than one Government servant, the

senior most of them should record and sign the measurements.

Aid to contractors

192. (a) No advance should be paid to a contractor except with the special sanction of

the Government or of a competent authority to whom they have delegated

power to sanction such advances. Government servants should make every

endeavour to maintain a system under which payment is made only for work

actually done. When, in exceptional circumstances, a Government servant

considers essential to give a contractor an advance, he should apply to the

competent authority for sanction. Whenever any such advance is sanctioned, all

the Government servants concerned should take the necessary precautions to

secure the Government against loss and to prevent the system from becoming

general or continuing longer than is necessary.

(b) Government funds may be spent on behalf of a contractor in accordance with

the terms of his agreement and subsequently recovered from him, when it is

necessary to engage labourers or contractors or incur other liabilities on his

behalf in order to complete work which he has neglected or failed to complete

with reference to the terms of his agreement. Government materials are also

supplied to a contractor in certain circumstances, subject to full recovery of the

cost from him. Special care should be taken in connection with all recoverable

charges to see that the contractor or other person on whose behalf the charges

have been incurred is not allowed the benefit or any concession to which he

would not be entitled if he had himself incurred the charges.

Liability of contractors

193. When a contractor has entered into an agreement to execute a work but subsequently,

for any cause whatever, anticipates that the contract will result in a net loss to him this

should not be accepted as a reason for not compelling him to complete the work. A

contractor should look after his own interest properly when entering into an agreement,

and has no claim to any leniency in enforcing a contract, when it turns out to be less

favorable to him than he originally anticipated.

Completion report

194. When a work has been duly completed, the Government servant who pays for it should have

a completion report prepared and forward it to the Accountant General or other prescribed

authority in accordance with the rules applicable to his department. The report should be

prepared in the form specially prescribed for the department concerned or in Form 24. Every

completion report should show the name of the work, the number and date of the order

sanctioning it, the amount of expenditure sanctioned and the actual expenditure incurred. If

the actual expenditure exceeds the amount in the sanctioned estimates, the completion

report should be sent to the prescribed authority through the authority which sanctioned the

estimate. The reasons for the excess expenditure should be stated in the completion report,

and the sanction of the authority competent to sanction the total expenditure should be

obtained and recorded.

CHAPTER VII] WORKS [ 145

Note :— The above rule does not apply to the Public Works Department, Government

servants of this department should follow the rules contained in the departmental

code or manual as regards reporting the completion of works.

Disposal of surplus materials

195. As soon as a work has been completed, or as soon as it becomes clear that no materials will

be required for use in executing it, the Government servant in charge of the work should

arrange to dispose of all surplus materials belonging to the Government either by transfer to

other works in progress or by sale.

Protection of religious edifices

196. No temple, mosque, church, chapel, tomb or other building devoted to religious use should

on any account be destroyed, injured or occupied in connection with the execution of any

work unless it is done under a special order of the Government or with the full and free

consent of the persons interested in the religious edifice and the concurrence of the principal

civil authority on the spot.

Works allotted to the Public Works Department

197. The relevant provisions in the Kerala Public Works Account Code, Kerala Public Works

Department Code and the Kerala Account Code, Volume III will be followed when works

relating to other departments are executed by the Public Works Department.

Consultation with the Public Works Officers

198. Departmental Officers should consult the local Public Works Officers about any work which

may involve engineering difficulties or in regard to which advice based on the professional

knowledge and experience of a Public Works Officer is likely to prove valuable.

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 146

CHAPTER VIII

MISCELLANEOUS EXPENDITURE

Authorities competent to sanction miscellaneous expenditure

199. Except when the expenditure is authorised by this Code or some other authorised Code

or Manual or by some general or special order of the Government, no Government

servant should incur any item of miscellaneous expenditure (defined in Article 3) of any

kind without the specific sanction of Government or a competent authority to whom the

Government have delegated the power to sanction such expenditure (See Article 43).

Acquisition of land

200. The procedure to be observed for the payment of compensation for lands taken up for

public purposes under the Kerala Land Acquisition Act, 1961 (21 of 1962) is contained in

the Kerala Land Acquisition Manual.

201. In case of acquisition of lands for public purposes departmental officers should see that

compensation is settled before possession is taken, and Land Acquisition Officers

should see that payment of compensation is not delayed and possession is handed over

in due course to the departments concerned in a formal manner. In cases where in

contravention of this direction, possession is taken and owing to any inordinate delay in

the payment or tender of such compensation, it becomes necessary to pay interest

under the provisions of the Land Acquisition Act, the officer or officers responsible will

render themselves personally liable to make good such amount.

202. The procedure for the payment of compensation for lands acquired by private negotiations

should follow the lines of those laid down for acquisition under the Land Acquisition Act. The

officer who settles the price, etc., should draw up the prescribed form as in the case of an

award and this should be the basis of subsequent payment and audit.

Payment to Her Highness the Senior Maharani of Travancore

203. A sum of Rs. 75,000 is payable annually to Her Highness the Senior Maharani of

Travancore from the date of termination of the Regency, viz., 6th November 1931 by the

Government exclusive of Her Highness’ share in private properties and any income Her

Highness is already receiving from other sources. This allotment is to include any sums

that may be necessary for a Private Secretary and clerical staff, in case Her Highness

decides to employ such staff. The amount will be paid in equal monthly instalments

through the District Treasury, Thiruvananthapuram on presentation of a stamped receipt

signed by Her Highness and duly endorsed in favour of an agent or bank.

*[The expenditure is debitable to the Head of Account ‘268, Miscellaneous General

Services-Other expenditure-Allowances to the members of the Ruling Family,

Travancore-Pensions’].

*[Substitution.

[C.S.No.10/77.

G.O.(P)422/77/Fin.

dated 29-10-1977.]

Payment of Annuity to the Chengamanad Devaswom

204. A sum of Rs. 982.45 is payable annually to the Chengamanad Devaswom, Ernakulam

District by the Government in accordance with the terms of the udampadys entered into

by the Government and the said Devaswom on 29th Meenam 1056 M.E., 19th Edavam

1056 M.E. and 29th November 1963. This amount is in consideration of the

relinquishment by the Devaswom of its rights over the landed properties described in the

said udampadys, in favour of the Government. The amount will be drawn and paid in

two instalments on the 15th of June and the 15th of December every year by the

Tahsildar,** Aluva, the first instalment being Rs. 491.23 and the second Rs. 491.22.

Payment will be made to the duly appointed manager of the Devaswom on presentation

of a stamped receipt signed by him.

**[Substitution.[

C.S.No.6/82.

G.O.(P)344/82/Fin.

dated 14-7-1982.

w.e.f. 7-5-1982]

*[The Expenditure is debitable to the Head of Account ‘229, Land Revenue-Other

expenditure-Other miscellaneous charges’].

*[Substitution.

C.S.No.10/77.

G.O.(P)422/77/Fin.

dated 29-10-1977]

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 147

Family and Political Pensions, Malikhana, Jenmibhogam, Arthapalisa,

Karathil Chilavu,Thiruppuvaram, Beriz Deduction and Tasdic

Allowance

205. (a) Family and Political Pension.— These are all paddy pensions converted into

cash payments with effect from 1st February 1955 at commutation rates to be

fixed by the Government from year to year and payable only after the 15th of

May of each year. Payments may be made at any of the treasuries of the State

and the payees are at liberty to choose the treasury from which they shall

receive payment. (See also Appendix 16 of K.T.C. Vol. II.)

(b) Malikhanas.— These are allowances paid in lieu of the rights enjoyed by some

former Rajas and Chieftains. These allowances are treated as Political

Pensions, governed by the Pensions Act (Central Act), 1871. When the holder of

a Malikhana dies it should be continued to be paid to the senior member of the

family concerned. The devolution of seniority will depend on the personal law or

custom applicable to each case. The District Collectors of the respective districts

shall be competent to order the re-registration of the Malikhana in the name of

the senior member, on the death of the previous holder. However, the

Government reserve the rights to:

1. decide doubtful cases,

2. sanction the payment of Malikhana,

3. sanction the life time arrears of Malikhana, and

4. decide the successor to receive the arrear of Malikhana due to a

deceased Malikhana, Pensioner.

Transfer of payment of Malikhana Allowance from one treasury to another consequent

on the change of residence are allowed by the Government or the Accountant General

on the following conditions:—

(i) The transfer of payment of Malikhana from one treasury to another in

the same district may be effected just like the transfer of other kinds

of pension.

(ii) In case transfer of payment of Malikhana is from one district to

another individual P.P.Os. may be issued in favour of the

Malikhanadar.

(iii) The Government or Accountant General may permit the transfer of

payments of Malikhana pension from one Treasury to another

provided the Accountant General should obtain the concurrence of

the authority, viz., the Government empowered to permit the changes

of residence by the Political Pensioner. But the transfer of the

payment of the Malikhana allowance from one treasury to another

should not be frequently made at the convenience of each pensioner.

Permanent change in the headquarters of the “Sthanam” should be

the criterion for allowing a transfer of payment from one Treasury to

another and not a shift in the residence of particular pensioner

holding the “Sthanam”.

(iv) In cases where such transfer is allowed a separate Group Register

should be opened for the payment in the new Treasury.

Note:— Life time arrears of pension due to deceased Political, Revenue and Malikhana

Pensioners shall be paid to the claimant only on production of succession

certificate from the authority who sanctioned the pension to the effect that the

arrears may be paid to him. The authority who issues the succession

certificate shall do so only after enquiring into in detail the right of the claimant

for succession to the family right or sthanam and other relevant aspects.

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 148

If there are more than one claimant the names of the persons and the share of

the amount each is entitled to receive shall be specified in the certificate.

After paying the arrears of pension on account of a deceased pensioner the

disbursing officer shall return both the halves of the pension payment order to

the Accountant General (through the District treasury officer if payment of

pension is made at a Sub-Treasury) with a note of the date of the pensioner’s

death.

(c) Jenmibhogam, Karathilchilavu and Arthapalisa.— These are allowances paid to

some Jenmis and other persons in the State. These are not pensions proper but

the rules relating to “Territorial and Political Pensions” are applicable to these

allowances as well. These allowances shall be paid in money at the

commutation rates of paddy fixed by Government every year and shall become

payable only after the 15th of May of each year. The commutation rate for a year

should be calculated based on the average market rate of paddy for the

particular year. Payments in cash may be made at any of the treasuries of the

State and the payees are at liberty to choose the treasury from which they shall

receive payment (See also Appendix 16 of K.T.C. Vol. II).

(d) Thiruppuvaram.— Vide Thiruppuvaram Payment (Abolition) Act, 1969 and the

Rules made thereunder.

(e) Beriz deductions and Tasdic allowances.— These are allowances granted to

some religious institutions and also to persons for various reasons, such as for

services to be rendered in lieu of resumption of lands by Government, etc. In

some cases these are paid in the nature of assignment of land revenue. The

Village Officers of the respective villages are authorised to pay these allowances

to the concerned persons or institutions from the Village collections on obtaining

simple receipts. The allowances due for a financial year should be paid in the

month of March of that year. In respect of arrears, the Village Officers are not

competent to make payments from the Village collections. Arrears should be

paid in cash from the respective Taluk Offices after obtaining the orders of the

Revenue Divisional Officer. Amounts, parts of which are in arrears for more than

two years should be paid as below:

Current year: in full

First year in arrear: do.

Second year in arrear: do.

Third year in arrear: 10% deduction

Fourth year in arrear: 15% deduction

Fifth year or any other year in arrear: 20% deduction

The allowances, the payment of which has not been applied for, more than six years,

should be struck off from the registers and the amount will be forfeited. The Board of

Revenue is comptetent to review an allowance which has once been struck off, if there

are sufficient grounds.

A register in the Form 24A should be maintained in the Village and the Taluk Offices to

account for the payments of these allowances. The Village Officer should note the

payments made from the Village collections, in the remittance lists, on the dates of

remittance and produce the receipts for the payment in the Taluk Office. In the Taluk

Office necessary action should be taken for transfer crediting the amounts paid from the

Village collections. After the adjustments are made, the fact should be noted in the Taluk

Register.

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 149

Departmental Payments

206. Departmental payments such as those for the purchase of salt, opium and ganja by the

Excise Department, water-marked paper by the Stamp Department, Stationery by the

Printing and Stationery Department, etc., are made under general or special sanction. If

not provided for by departmental rules, they should be made upon separate bills

accompanied by vouchers and a certificate that the articles billed for have been received

in good order and accounted for in the ‘Stock Register’, the quantities are correct, the

quality is good, the rates paid are not in excess of the accepted and market rates, and

that suitable notes of payment have been recorded against the original indents and the

invoices concerned, to prevent double payment. The authority, unless it is a general one

under which the purchase is made should also be quoted in the bills.

Discretionary grants

207. Discretionary grants may be sanctioned by (1) Governor and (2) the Officers of the

Revenue Department. The objects for which such grants can be made and other

conditions and the principles that apply to them are specified below:—

(1) Discretionary grants by the Governor. — These are petty grants and charitable

donations given by the Governor at his discretion to institutions of the public or

quasi - public character and to individuals deserving assistance from public

funds.

(2) Discretionary grants by the Revenue Officers:— The Board of Revenue, District

Collectors, Revenue Divisional Officers and Tahsildars may incur expenditure

from the discretionary grant for the following objects :-

(a). Contributions towards relief of poor people whose houses have been

destroyed by fire or who are suffering from the effects of flood, cyclone

or any other sudden calamity, when relief is immediately required and

there is no time to obtain a grant from Board of Revenue of

Government from the provision under “Famine Relief” or any other

appropriate head.

(b). Contribution to help poor people for obtaining materials for building huts

when they are obliged to vacate their houses on account of plague or

any other epidemic diseases.

(c). Rewards to persons who have supported law and order in a special

meritorious way, or displayed special courage or public spirit in saving

or attempting to save human life.

(d). Extinguishing of fire, including grant of rewards to persons other than

members of the Fire Services who show special courage or public spirit

and incur risks in putting out fires.

(e). Raising seedlings for tree planting in villages.

(f). Award of prizes to agriculturists for the encouragement of improved farming

and live-stock production.

(g). Any other object which, in the grantor’s opinion, is calculated to promote

public well-being and contentments.

Limitations.— The extent upto which the above officers may incur expenditure in

each case subject to the availability of funds is specified below:

Authority Money limit

The Board of Revenue .. 5,000

The District Collectors .. 2,500

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 150

The Revenue Divisional Officers .. 1,000

The Tahsildars .. 250

(Rs. 500 towards expenditure for relief of distress

caused by fire, flood, cyclone, sea erosion and

other natural calamities).

(2). Every grant should be non-recurring i.e., it should not involve any further

commitment whatever.

(3). The relief should not ex ceed Rs. 100 per family.

(4). Persons whose family income is Rs. 150 or below per mensem will be eligible for

relief from the Collector’s discretionary grant under items (a) and (b) above.

Note:—The instructions for the drawal of the discretionary grants by the Revenue Officers

are contained in Appendix 7. Instructions regarding the procedure to be followed

on the occurrence of natural calamities are contained in the Manual on Natural

Calamities and Distress Relief.

Grants-in-aid and contributions of Public Bodies, Institutions etc.

208. General Instructions.— As a matter of general policy it will not be appropriate to make grants

from Public Funds to denominational institutions. The State may make such grants-in-aid for

public purposes or activities carried on by private institutions or local bodies as are in

conformity with Article 282 of the Constitution of India.

209. The following instructions should be observed in the matter of according sanctions for grants -

in-aid:—

(1) Unless in any case Government directs otherwise, every order sanctioning a grant

should specify clearly the object for which it is given and the conditions, if any,

attached to the grant. In the case of non-recurring grants for specified objects, the

order should also specify the time-limit within which the grant or each instalment of it

is to be spent.

(2) Only so much of the grant should be paid during any financial year as is likely to be

expended during that year. In the case of grants for specific works or services such

as building, water supply schemes and the like, the sanctioning authority should use

its discretion in authorising payments according the needs of work. The authority

signing or countersigning a bill for grant-in-aid should see that money is not drawn in

advance of requirements. There should be no occasion for a rush for payment of

these grants in the month of March.

(3) Before a grant is paid to any public body or institution, the sanctioning authority

should as far as possible insist of obtaining an audited statement of the account of

the body or institution concerned in order to see that the grant-in-aid is justified by

the financial position of the grantee and to ensure that previous grant, if any, was

spent for the purposes for which it was intended.

The authority sanctioning a grant, while communicating the sanction to the

Accountant General should state whether the audited statement of accounts has

been received when required, or whether the grantee has been exempted from

submitting the statement.

Note 1:— For purposes of audited statements of accounts of any public body or institution, it

is not essential that the accounts should be audited in every cases by the Indian

Audit Department. It will be sufficient if the accounts are certified as correct by a

registered accountant or other registered body of auditors. In the case of small

institutions, which cannot afford to obtain the services of a registered accountant or

other registered body of auditors, the sanctioning authority may exercise its

discretion of exempting any such institution from the submission of accounts audited

in this fashion.

Note 2:— This provision applies both to non-official institutions and to semi official ones, such

as Public Clubs, etc. In all sanctions of grant of a capital nature and for specific

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 151

purposes made to institutions and public bodies, the sanctioning order should

contain a clause to the effect that, if so required by the Accountant General, the

accounts together with all the relevant papers of the institutions shall have to be

produced for inspection by the Indian Audit Department.

(4) No Grants -in-aid shall be sanctioned in cases where there is a reasonable suspicion

or suggestion of corrupt practices unless the grantee institutions concerned are

cleared of the allegations. Before sanctioning the grants-in-aid, the sanctioning

authority should satisfy that the grantee institutions are free from corrupt practices

and certify in each case that this aspect has been considered before sanctioning the

grant and that there is no reason to believe that the grantee institutions are involved

in corrupt practices. Such a certificate signed by the Officer on whose signature or

countersignature the grants -in-aid bills are drawn should be attached to the grantsin-

aid bills.

*(5) Authorities who sanction Grant-in-aid and/or loan to Autonomous bodies/

Authorities/NGOs'/Other institutions shall incorporate a condition in the sanction

order to the effect that grantee institutions will be open to Audit by Comptroller &

Auditor General of India under CAG of India's (DPC) Act whenever they are called

upon to do so and also that they shall submit annual accounts to the Accountant

General (Audit) concerned when Grant-in-aid and/or loan is not less than Rs.25 lakh

a year.

*[Addition C.S

No.1/08, G.O (P)

No.177/2008/Fin

dated 19/04/2008]

The responsibility of a departmental officer on whose signature or

countersignature a grant-in-aid bill was drawn

210. (1) In cases in which condition are attached to the utilisation of the grant in the form

of specification of particular objects of expenditure or the time within which the

money must be spent, or otherwise, the departmental officer on whose signature

or countersignature the grant-in-aid bill was drawn should be primarily

responsible for certifying where necessary, the fulfilment of the conditions

attaching to the grant, unless there is any special rule or order to the contrary.

The certificate should be in *Form 44 and should be furnished within three

months from the date of receipt of audited accounts. Before recording the

certificate the certifying officer should take steps to satisfy himself that the

conditions on which the grant was sanctioned have been or are being fulfilled.

He may, therefore, require the submission to him at suitable intervals of such

reports, statements, etc., in respect of the expenditure from the grant as may be

considered necessary. For this purpose the authority sanctioning the grant

should stipulate in every order sanctioning the grant a time-limit for utilisation of

the grant not exceeding one year from the date of sanction and a time-limit of 9

months for the submission of audited accounts to the signing or countersigning

authority from the expiry of the period fixed for the utilisation of the grant. Where

the accounts of expenditure from the grant are inspected or audited locally, the

inspection or audit report, as the case may be, will either include a certificate

that the conditions attaching to the grant have been or are being fulfilled or will

give details of the breaches of these conditions.

*[Substitution

C.S.No. 14/76

G.O.(P)377/76/Fin.,

dated 10-12-1976.]

!Utilisation certificates relating to grants-in-aid not exceeding Rs. 10,000 should

be forwarded to the Head of Department and those for grants-in-aid exceeding

Rs. 10,000 to the Accountant General.

![Addition

C.S.No.3/87

G.O.(P)

410/87/Fin., dated

27-4-1987.]

**Defaulting Institutions will be blacklisted for considering further grants in future. **[Insertion CS

No.1/2001 G.O. (P)

781/2001/Fin.

dated 23.5.2001

w.e.f. 7.2.1998]

+(2) Utilisation Certificates in respect of sanctions not exceeding Rs. 10,000 should be

watched by Heads of Departments. In respect of sanctions to grant-in-aid exceeding

Rs. 5,000 a statement should be prepared by the Head of Department at the end of

the year indicating the particulars of sanctions such as number and date, authority

issuing sanction, name of the guarantee institution, the amount of grant-in-aid

+[Addition

C.S.No.3/87

G.O.(P)

410/87/Fin., dated

27-4-1987.]

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 152

sanctioned and whether utilisation certificate has been obtained or not and the

statement should be sent to the Accountant General not later than the 30th June.

A Register should be maintained by the officer who is responsible for watching the

utilisation of the grant in the following form:-

Register for watching utilisation of Grants-in-aid Office of ..........................................,

year.......................................................

Serial No.

No. and date of Sanction

Purpose of the grant

Name of the Institution or individual

to which/whom the grant-in-aid is paid

Amount

Condition, if any attached to the grant

Date of encashment of the grant bill

Period allowed for the utilization of the grant

Officer/Person responsible for

furnishing the audited accounts

Date by which audited statement

of account is expected

Date on which audited statement of account

is furnished (with reasons for delay)

**Date on which utilization certificate is furnished

to the Head of the Department/Accountant

General, (with reasons for delay)

Unspent balance if any: whether unspent balance

has been surrendered or is being adjusted against

future grant may be stated

Remarks

**Subs titution

C.S.No.3/87

G.O.(P)410/87/

Fin. dated

27-4-1987.

1 2 3 4 5 6 7 8 9 10 11 12 13 14

The register should be inspected at regular intervals by the sanctioning authority or the Head

of the Department to satisfy himself that proper action taken at proper time.

* (3) All departments shall furnish every year by 31st July a return to the Principal

Accountant General (Audit) containing entity wise information in all cases where

Grant-in-aid and/or loan to an authority or body including private voluntary

organisation is not less than Rs.10 lakh during the preceding financial year

indicating the amount of Grant-in-aid and /or loan given, the purpose for which the

assistance was sanctioned and the total expenditure of the entity during the

preceding financial year.

*[Addition C.S

No.1/08 G.O (P)

No.177/2008/Fin

dated 19/04/2008.]

*(4) Every Body/ Authority receiving Grant-in-aid and/or loan of Rs.25 lakh or more

during a financial year shall submit to Principal Accountant General (Audit) by 31st

July of the succeeding financial year their annual accounts for the relevant financial

year or duly authenticated statement indicating the total Government Grant-in-aid

and/or loan received and the total expenditure incurred by the body during the

relevant financial year.

211. Unless it is otherwise ordered by Government, every grant made for a specific object is

subject to the implied conditions—

(i) that the grant will be spent upon the object within a reasonable time ; if no time-limit

has been fixed by the sanctioning authority; and

(ii) that any portion of the amount which is not ultimately required for expenditure upon

that object should be duly surrendered to Government.

Note1:— The expression ‘reasonable time’ occurring in this rule should ordinarily be

interpreted to mean one year from the date of the issue of the order sanctioning the

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 153

grant.

Exemption:— In the case of small institutions which are entirely/mainly fed by recurring

grants-in-aid from Government, grant-in-aid shall be disbursed in instalments in

the manner indicated below:-

(a) The first instalment may be sanctioned in April itself to enable the

institutions to meet their expenses of the month of April.

(b) A second instalment may be paid in the month of May, June, July,

August or September, to cover the expenses for the five months,

May to September.

(c) The final instalment may be sanctioned in the month of October or

later to cover the expenses of the rest of the financial year.

Note 2:— The requirement of obtaining audited statements of accounts provided for in

Article 209 need not be insisted upon for sanctioning the first two

instalments, if the statements are not ready. However, such statements of

accounts in respect of the previous financial year, unless the institutions

concerned have been specifically exempted from furnishing them should be

obtained before sanctioning the final instalments.

Note 3:— Before the grant is released, the grantee should execute a bond in Form No.

55 with two sureties, agreeing to abide by the conditions under which the

grant-in-aid is sanctioned. In the event of failure on the part of the grantee to

comply with all or any of the terms and conditions, he and the sureties will be

liable, individually and jointly, to refund to the Government in a lump the

entire amount of the grant with interest there on as may be prescribed by

Government. The conditions that there should be two sureties need not be

insisted on if the grantee is a society duly registered under an act or a cooperative

society or an institution of standing in whose case the sanctioning

authority is satisfied that sureties are not necessary. In cases where sureties

are not necessary the bond will be executed in Form No. 55A. A certificate to

the effect that the grantee has executed the requisite bond should be

furnished along with the grant-in-aid bill, duly countersigned by the Officer on

whose signature or countersignature the bill is drawn.

The above provisions will not apply to grants-in-aid made to quasi-Government or

Government-aided organisations and local bodies for this purpose, institutions or

organisations set up by Government as autonomous bodies either under a statute or as

society duly registered under an Act or otherwise will be treated as quasi- Government

institutions. Government -aided bodies, for this purpose, are institutions or organisations

which receive financial assistance from Government on a regular basis (either wholly or

partly) and/or (i) whose annual budget is approved by Government, or (ii) in the Boards

of Management or Committees of Management of which Government are adequately

represented

Grants-in-aid and contributions to Local Bodies

212. The payment of various classes of grants-in-aid to local bodies, e.g., contributions for

running Leprosy Clinics by certain Municipalities, contributions to Village, Panchayats,

etc., will be regulated by the general or special orders of Government sanctioning each

class of payment.

Educational grants-in-aid (other than to Local Bodies)

213. Grants to Schools.— Detailed rules and instructions for the payment of various classes

of grants-in-aid to institutions under private management in the Education Department

are contained in the Departmental Code and in the ‘Kerala Education Rules’.

Orphanages and Boarding Houses

214. Grants-in-aid rules relating to boarding charges in hostels and Orphanages and

boarding homes for destitute children are contained in the general or special orders on

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 154

the subject which the Government issue from time to time.

Grants to Libraries and the Kerala Grandhasala Sanghom

215. Payment of annual grants to libraries and the Kerala Grandhasala Sanghom are

governed by the following rules :-

A. Rules for the payment of annual grants to Libraries

(1). The library should be open to all members of the community irrespective of

caste or creed.

(2). The administration of the library should vest in a Committee elected at a General

Body Meeting of the library.

(3). The Committee should be cosmopolitan

(4). There should be a minimum books stock of 600.

(5). Additional encouragement will be extended to libraries having children’s and

women’s sections and other social activities attached to them.

(6). The accounts of the libraries should be accepted and passed by the committees of

the libraries.

(7). No library receiving grant from Government should stock in the library books,

periodicals, or any other publications *Prescribed by Government.

*[Substitution

C.S.No.10/77

G.O.(P)422/77/Fin.,

dated 29-10-1977.]

(8). Detailed accounts of the receipt and expenditure of the library and registers and

records prescribed by Government or by such other authorities as may be appointed

by Government for the use of the library should be maintained and the accounts

should be open for inspection by officers and non-officials authorised by

Government.

(9). The minimum annual receipt of a library from monthly subscription should not be less

than Rs. 40 (Forty).

(10). 75 per cent of the grant received by the library from Government each year

should be utilised for purchase of new books for the library. The bills for the

books purchased will be properly kept by the library for inspection by the officers

and non-officials authorised for the inspection of libraries. Grants will be given

only if the previous year’s grant has been utilised for purchase of books as per

conditions laid down. The grants should be utilised within two months after their

receipt. Separate accounts should be maintained by the libraries for receipts and

expenditure out of special grants if any, sanctioned by Government.

(11) The remaining 25 percent of the grant should be utilised for purposes of the

library approved by the Committee within 6 months of date of receipt of the

grant.

(12) The unspent balance of the grant should be surrendered by the libraries after the

periods specified in rules 10 and 11.

(13) Officers disbursing the grant amount should maintain a register showing the

amounts of grant disbursed to the libraries, their utilisation, surrender etc.

(14) Officers disbursing the grant amounts will see that libraries which are in respect

of grant-in-aid under these rules are working properly.

(15) Procedure for the payment of grant to libraries whether affiliated to the Kerala

Grandhasala Sanghom or not are contained in the general orders issued by

Government from time to time.

(16) On receipt of orders sanctioning the grant the General Secretary, Kerala

Grandhasala Sanghom, in the case of libraries affiliated to the Kerala

Grandhasala Sanghom, will collect grants-in-aid bills from the libraries in form

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 155

No. 108 of the Kerala Treasury Code, Volume II, check the bills, and forward

them to concerned District Educational Officers for countersignature and

transmission direct to the libraries for encashment from the treasuries. In the

case of libraries not affiliated to the Kerala Grandhasala Sanghom the libraries

will, on receipt of orders sanctioning grants, forward their grant-in-aid bills to the

concerned District Educational Officers who will retransmit the bills after

countersignature to the libraries for encashment from the treasuries.

(17) The disbursement of grant to the libraries will be completed before the end of

February in each financial year, as far as possible.

(18) Any library which fails to apply for the grant in time in any particular year will lose

eligibility for the grant for that year.

(19) Government will not entertain requests for review of orders passed in respect of

grants to libraries after a period of one year from the date of sanction of the

grant.

Grading of libraries

The Director of Public Instruction in consultation with the Kerala Grandhasala Sanghom

will forward proposals to Government on or before 1st May every year for the

constitution of Library Gradation Committees. Government will issue orders constituting

the Gradation Committees. The Gradation Committees will grade the libraries in

accordance with the standards and rules laid down by Government for the purpose.

B. Rules for payment of building and furniture grant to libraries

Grant may be awarded to the libraries for the construction of buildings and purchase of

furniture not exceeding half of the estimated cost of the building and of furniture as

certified by a P. W. D. Officer not below the rank of a Junior Engineer subject to certain

limits fixed by Government and the grants will be sanctioned subject to the availability of

funds. Detailed rules are contained in the general or special orders on the subject which

the Government issue from time to time.

C. Rules for the payment of annual grant to the Kerala Grandhasala

Sanghom

1. The grants given by the Government annually to the Kerala Grandhasala

Sanghom are for its establishment and organisation expenses and the Examiner

of Local Fund Accounts will conduct an annual audit of the accounts of the

Sanghom to see that the grant has been utilised for the purpose.

2. The following procedure will be adopted for the disbursement of the annual grant

to the Sanghom.

(i) Pending fixation of annual grant, advance grants will be sanctioned to

the Sanghom for each year, to be adjusted later on from the annual

grant to be fixed for the year. Grants will be given by Government

only for items of expenditure approved and accepted by Government.

(ii) The advance grant for the year will be fixed at aggregate of the

estimates of the various items of expenditure approved by

Government for fixation of grant to the Sanghom.

(iii) The advance grant will be fixed in the month of April and paid in equal

quarterly instalments in April, July, October and January every year.

(iv) The Kerala Grandhasala Sanghom will furnish the statement of accounts

of the Sanghom for each financial year to the Examiner of Local Fund

Accounts within 3 months after the close of the year and the Examiner of

Local Fund Accounts will conduct the audit of accounts of the Sanghom

and furnish audit report and audit certificate to Government within eight

months from the date of receipt of the statement of accounts.

(v) Along with the audit report, the Examiner of Local Fund Accounts will

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 156

forward his recommendations regarding the final grant to be fixed for the

year of the audit report.

(vi) The grant for the year will be fixed finally on receipt of audit report of the

Sanghom for the year

(vii) The excess amount paid or balance due, if any, on account of the

provisional fixation for the year will be adjusted in the next year’s grant.

Scholarships and stipends

216. (A) Scholarships.— (a) The number and the value of scholarships and the conditions

under which they are awarded are regulated by the general or special orders

of Government issued from time to time.

(b) Within the maximum number, and subject to the conditions and rates, the

Director of Public Instruction and his subordinates are empowered to distribute

scholarships among individual institutions in the Education Department.

Scholarships for industrial, agricultural, etc., institutions, are regulated by the

same principles.

Note:- The detailed instructions and conditions for the distribution of scholarships are

contained in the Education Code in the case of colleges and schools of the

Education Department and in the rules of the Institutions concerned, in the

case of others.

(B) Stipends.— (a) Stipends in the Training Colleges and Schools and other institutions

are regulated by the Code or Regulations or Rules or any other special

orders of Government issued from time to time.

(b) The stipendiary teacher-trainees will execute suitable bonds with Government in

the form prescribed by the Director of Public Instruction and the heads of the

training institutions will watch from time to time whether the conditions thereof

are satisfied.

Bills for scholarships and stipends should be drawn in the case of departmental

institutions by the heads of the institutions in which the holders thereof are

studying. In the case of institutions under private management, they should be

prepared and vouched for by the correspondent or the manager of the institution

concerned and countersigned by the Controlling Officers.

Industrial grants

217. Grants to recognised private, technical and industrial institutions are sanctioned by the

Director of Technical Education in accordance with rules laid down by Government in

aid of–

(a) Payment of salaries to teachers;

(b) Purchase of furniture and permanent fittings;

(c) Purchase of tools, machinery and other technical appliances; and

(d) Purchase, erection or extension of school buildings.

Bills should be drawn by the Managers of Institutions in forms prescribed for educational

grants in-aid, with suitable modifications and countersigned by the Director of Technical

Education.

Grants to Medical Institutions

218. Grants-in-aid to medical institutions should be drawn on grants-in-aid bills signed by the

Managers of such institutions and countersigned by the District Medical Officer of the

District concerned. Those of the Vaidyasalas will be drawn by the vaidyans and

countersigned by the District Indigenous Medical Officer. The bestowal, increase,

reduction or stoppage-permanent or temporary- of any grant-in-aid will require the

previous sanction of Government.

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 157

Co-operative grants

219. Grants-in-aid to Co-operative Supervising Unions, the Co-operative Institutes and other

Co-operative Societies are sanctioned by the Registrar of Co-operative Societies subject

to the rules and orders issued by Government from time to time. The details of State aid

given to co-operatives are contained in the provisions in Chapter VI of Kerala

Co-operative Societies Act, 1969.

Grant-in-aid to private Engineering Colleges and Polytechnics

220. Detailed rules and instructions for the payment of grant-in-aid to private Engineering

Colleges and Polytechnics under the Technical Education Department are contained in

the Grant-in-aid Code for private Engineering Colleges and Polytechnics.

Expenditure on inaugural ceremonies

221. Expenditure on ceremonies connected with the inauguration of important works, e.g.,

the laying of foundation stones of public buildings, the opening of canals, the opening of

bridges etc., can be incurred only with the previous sanction of Government and subject

to further instructions given hereunder. The expenditure on such functions should be

limited to the minimum absolutely necessary, and should in no case exceed the limit

fixed by Government in each case.

The following instructions should also be observed:—

(i) No amount shall be spent from State Funds for ceremonial functions like foundation

stone laying, opening or inauguration of any scheme/project/work or building, except

to the extent indicated in paragraph 3.

(ii) No officer who is not directly connected with the scheme/project/work or building

shall attend such ceremonies at State cost. The restriction will not, however, apply to

those who have to attend such functions either for security purposes or as part of

their normal duty.

The ceremonial part of the functions may be left to be arranged by local enthusiasts,

if they like. Expenditure from State Fund, may, if at all, be incurred only on such

necessary items like getting a foundation slab, purchasing a trowel, or hiring a mike

and should not ordinarily be exceed Rs.100 (Rupees One Hundred Only).

Examination charges

222. The authority sanctioning the remuneration to Superintendents, Examiners, etc., will be

responsible for seeing that the scales and conditions prescribed by the Government are

observed in each case. Bills should be supported by a certificate of the sanctioning

authority that the remuneration paid is not in excess of the scales prescribed by the

Government, citing the relevant rules or orders.

Note:— The Commissioner for Government Examinations is competent to incur all contingent

expenditure in-connection with the conduct of the public examinations of his department

subject to any rates which may be prescribed, from time to time, by the Government. He is

also competent to depute members of his office staff or of his establishment in connection

with the printing of question papers for examinations.

Overtime fees

223. The conditions for the grant and the rates of overtime fees to Government servants are

regulated by the general or special orders of Government governing each class of

payment.

Fees for medical inspection of vessels in Harbour

224. At the seaport (minor port) for every professional visit made to a vessel in harbour, the

authorised Medical Officer may be paid fees at such rates as may be prescribed by

Government from time to time. These fees are payable in Municipal Towns by the Municipal

Councils concerned out of their funds, the visits being made at their requisition. In seaports

which are outside Municipal limits, the fees are payable from the contingencies of the

Medical Department, the visits being made at the requisition of the authorities concerned.

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 158

Plague charges

225. Detailed rules regarding the above are contained in the Plague Rules and standing

orders. Sanction of Government is necessary for incurring expenditure in connection

with the measures to combat plague. Such expenditure will ordinarily be necessary only

on the following objects:—

(i) Observations including the pay of the Medical Officers;

(ii) Inoculation;

(iii) The provisions of shelter for persons leaving their houses;

(iv) Police to guard evacuated houses and approved camps;

(v) Rat destruction including cost of traps and poison and the pay of any

staff employed; and

(vi) Hospitals, appliances and staff for the care of patients.

Expenditure on the above items will be debited to Local Funds when such measures are

carried out within the limits of the Municipalities and Corporations and to Government

when they are carried out outside the Municipalities, Corporations and Estates.

Note :— The Director of Health Services, the District Medical Officer of Health or any

officer appointed by Government as Plague Special Officer may, in anticipation

of Government sanction, incur expenditure on account of anti-plague

measurers, whether within or outside the municipal areas upto a limit of Rs. 500

and realise the amount so spent from the Local Funds concerned when such

measures are carried out in Municipalities or Corporations.

226. Whenever plague prophylactic arrangements are made by or under the orders of

Government in respect of any Estate in the State infected or suspected to be infected

with plague the expenses incurred therefor shall be defrayed by the State concerned.

Note :— The Director of Health Services, the District Medical Officer of Health or any

officer appointed by Government as Plague Special Officer may, in anticipation

of Government sanction, incur expenditure on account of anti-plague measures

carried out in an Estate upto a limit of Rs. 500 and realise the amount so spent

from the Estate concerned.

Honoraria to Honorary Nursing Sisters employed in the State

Hospitals

227. The honoraria due to the Honorary Nursing Sisters actually working in the various

hospitals of the State will be drawn every month by the Medical Officers in-charge of the

respective hospitals, on a separate establishment pay bill.

Honoraria to Ayurvedic Physicians

228. Payments to Honorary Ayurvedic Physicians and Honorary Homeo Medical Officers in

the Department of Indigenous Medicine require the sanction of Government. They are

drawn on regular detailed pay bills of permanent establishments of the hospitals and

dispensaries and disbursed on proper acknowledgments in acquittance rolls.

Contribution to Devaswom Fund

229. According to Article 290-A of the Constitution of India a sum of Rs. 46.5 lakhs is payable

every year as contribution to the Devaswom Fund.

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 159

Contributions to Associations, etc., and for charitable purposes

230. The contributions are made under special sanction of Government in each case.

An annual grant of Rs. 14,000 (made up of Rs. 9,000 paid by the former Cochin

Government and Rs. 5,000 paid by the former Travancore Government )is being paid to

the Benares Hindu University, Benares, subject to the conditions that the university will

make available not less than 10 seats to students of this State in courses of study which

are not available in this State.

Compensation for loss of property

231. Heads of Departments should observe the following instructions when making any

recommendations for the grant by the Government for compensation to a Government

servant for loss of his property:—

(1) (a) Claims to compensation for loss of property made by Government servants

will ordinarily be considered only in cases in which—

(i) The exposure of the property to risk is directly connected with the

duties on which the Government servant is employed at the time,

e.g., when the action on an enemy force, insurgents, raiders or

wild tribes causes a loss of property of a Government servant

employed in the area affected;

or

(ii) the property is lost in consequence of endeavours on the part of a

Government servant to save the property of the Government which

was also endangered at the time;

or

(iii) the property is destroyed under the orders of a competent authority.

(b) No compensation will be paid in respect of any loss which is due in any way

of negligence or other default on the part of the claimant. Compensation will

also not be granted when, as a matter of ordinary prudence, the

Government servant who owned the property could and should have insured

it. The question whether the property should have been insured is a question

of fact to be decided by the Government.

(c) Compensation will not ordinarily be granted to a Government servant for any

loss of his property which is caused by natural calamities e.g., an

earthquake or flood, or which is due to an ordinary every day accident such

as may occur to any citizen, e.g., loss by theft even when accompanied by

violence, or loss due to a railway accident, fire, etc. The mere fact that at the

time of the accident, the Government servant is technically on duty or is

living in Government quarters in which he is bound to reside for the

performance of his duties will not be considered as a sufficient ground for

the grant of compensation.

(d) The grant of compensation may be recommended in respect of animals (i)

that are killed, captured or stolen by an enemy force, (ii) that are destroyed

under the orders of a competent authority to prevent the spread of infectious

or contagious diseases, or (iii) that die as a result of exposure or excessive

work necessitated by use in the public service, or of an accident directly due

to such use. When an animal belonging to a Government servant is

destroyed under the orders of a competent authority to prevent the spread

of an infectious or contagious desease, the amount of compensation

recommended should not exceed the amount payable to a private person in

similar circumstances.

CHAPTER VIII] THE KERALA FINANCIAL CODE, VOLUME I [ 160

(2) When any one of the three conditions mentioned in instruction (1) (a) is

satisfied, the Head of the Department may recommend the grant of

compensation to the Government servant concerned as an act of grace upto

the value at the time of loss of the necessaries lost by him. The Head of the

Department should examine the question whether the articles lost are

“necessaries” within the meaning of this instruction with reference to the

Government servant’s personal standing and circumstances and make his

recommendation accordingly.

*Expenditure for the transportation of dead body of a

Government servant dying in harness

*Addition

[C.S.No.15/76

G.O.(P)386/76/Fin.

Dated 15-12-1976.]

231A. An amount equal to what an officer would have received for his journey from the place of

his duty to the place of his residence after retirement under rule 99A, Part II, K.S.R. will

be paid to the family of a Government servant who dies in harness provided in the

opinion of the head of the department/office, the family deserves such an assistance

towards expenses connected with the conveyance of the dead body to his native

place/place of residence. The expenditure on this account will be debited to the detailed

head “other charges” of the department/office concerned.

**Exgratia payments to Government servants sustaining injuries while on duty **Addition

[C.S.No.3/86

G.O.(P)

311/86/Fin., Dated

19-4-1986.]

231B. All categories of Government employees who sustain injuries while on duty will be paid

compensation as below:

(i) Exgratia payment of Rs. 15,000 (Rupees fifteen thousand only) to those who

sustain permanent disablement disqualifying them to continue in Government

service, provided they have not completed 10 years of service and are not

eligible for minimum pension.

(ii) Exgratia payment of Rs. 10,000 (Rupees ten thounsand only) to those who

sustain permanent disablement disqualifying them to continue in Government

service and who have completed 10 years of service and are eligible for

minimum pension.

(iii) Exgratia payment of Rs. 3,500 (Rupees three thousand and five hundred only)

to those whose injury falls under any of the following categories.

(a) Emasculation;

(b) Permanent loss of the sight of either eye;

(c) Permanent loss of the hearing of either ear;

(d) Loss of any member or joint;

(e) Destruction or permanent impairment of the powers of any member

or joint;

(f) Permanent disfiguration of head or face.

(iv) Exgratia payment of Rs. 500 (Rupees five hundred only ) to those who sustain

the following types of injuries :-

(a) Fracture or dislocation of a bone or tooth ;

(b) Any hurt which endangers life or which causes the person bodily pain or

makes him/her unable to follow his/her ordinary pursuits for ten days.

(v) Exgratia payment of Rs. 250 (Rupees two hundred and fifty only) to those who

sustain minor injuries due to stone throwing etc., requiring hospitalisation.

CHAPTER VIII] MISCELLANEOUS EXPENDITURE [ 161

The payment will be sanctioned by Government in the Administrative

Department in each case on the recommendation of the Head of Department

and the Medical Board constituted for the purpose.

ANNEXURE

[See article 205 (e) ]

Taluk Register showing the Details of beriz deductions/Tasdic allowance

Taluk................................................ District......................................

Particulars

of actual

deductions

made from

the beriz in

the year

Name of the religious institution or service or nature of the Inam and the

Village in which situated

Name of the Manager of the holder of the Inam for the time being and the

purpose for which the beriz deduction/tasdic allowance was sanctioned

Number and date of orders sanctioning the payment of beriz

deduction/tasdic allowances

Name of the village from the beriz of which the allowance should be

deducted

Amount of assessment on the Inam (i.e. subject to suspensions and

remissions)

Jodi, Quit rent or excess charge on the Inam

Net amount of tasdic/allowance ordered to be deducted from the beriz

(Col. 5) minus (Col. 6)

Amount due on account of previous year

Total Due

Month

Amount deducted

Balance

Remarks

1 2 3 4 5 6 7 8 9 10 11 12 13

Rs. P. Rs. P. Rs. P. Rs. P. Rs. P. Rs. P. Rs. P.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 162

CHAPTER IX

LOANS AND ADVANCES

General–main classes of loans and advances

232. Loans and advances made by Government fall under the following main heads:—

Loans bearing interest—

1. Loans to local funds, private parties, etc.

2. Loans to Government servants.

Advances not bearing interest—

3. Advances repayable.

4. Permanent advances.

1. Loans to local funds, private parties, etc.

233. This head covers all interest-bearing loans made by the Government except those made

to Government servants, and includes inter alia the following classes of loans :

(a) Loans to Port Trusts and other Port Funds.

(b) Loans to Municipal Corporations and Municipalities.

(c) Loans to Statutory Corporations and Boards.

(d) Loans to District and other Local Fund Committees.

(e) Loans to Co-operative Institutions and Banks.

(f) Loans and advances under Community Development Programmes.

(g) Loans and advances to displaced persons.

(h) Advances to cultivators.

(i) Loans to Panchayat Raj Institutions.

(j) Miscellaneous loans and advances.

Note:—Heads of Departments and other Government Servants may sanction loans of

classes (e) to (j) * [other than Government Companies/Corporations] to the

extent of the powers delegated to them and the appropriations placed at their

disposal (See Book of Financial Powers). The Government have not delegated

to any authority any power to sanction loans of the other classes falling under

this head and they are, therefore, sanctioned only by the Government.

*Substitution

[C.S.No.12/76/G.O.

(P) 357/76/Fin.

dated 22-11-1976.]

All the departmental officers operating the heads of account under +F. Loans and

Advances should specify invariably in the sanction, the major, minor, ! sub and detailed

head of account to which the loans sanctioned by them are to be debited.

*!Substitution,

Omission.

[C.S.No.10/77/G.O.

(P)422/77/Fin.,

dated 29-10-1977.]

General Instructions

234. The following general instructions apply to all loans falling under this head and the

conditions on which the loans are granted should be framed in accordance with them:—

(1) Before considering a loan application, the following requirements should be

fulfilled:–

(i) There should be adequate budget provision.

CHAPTER IX] LOANS AND ADVANCES [ 163

(ii) The grant of the loan should be in accordance with the approved

Government policy and accepted pattern of assistance. It is important

that, in view of the shortage of financial resources, the scope of

financial assistance in the shape of loan should not be expanded to

include new types of loans or objects for which loans are not granted ;

nor should the accepted pattern of assistance be varied.

(iii) The applicant should be asked to furnish the following materials and

information:-

(a) Copies of profit and loss (or income and expenditure)

accounts and balance sheet for the last 3 years.

(b) The main sources of income and how he proposes to repay

the loan within the stipulated period.

(c) The security proposed to be offered for the loan together with

a valuation of the security offered by an independent

authority and a certificate that the assets offered as security

are not already encumbered.

(d) Details of loan or loans taken from the Central Government or

State Government in the past indicating the amount, purpose,

Ministry or State from which loan was taken, rate of interest,

stipulated period of repayment, date of original loan and

amount outstanding against the loan(s) on the date of the

application and the assets, if any, given as security.

(e) A complete list of all other loans outstanding on the date of

application and the assets given as security against them.

(f) The purpose for which the loan is proposed to be utilised and

the economics of the scheme.

Note:— Where the loan is to be given to an institution on the strength of a guarantee

given by the Trust managing it, similar information should be called for in

respect of the Trust also. On receipt of the above information, confidential

enquires should be made from the other concerned Governments from which

the party has taken loans to judge his performance in regard to these previous

loans. If the replies indicate that the performance was not satisfactory, the loan

should be refused. In other cases it should be satisfied from the information

supplied that the financial position of the party is sound and he can be

reasonably expected to repay the loans in the prescribed period, either from

the income from the specific scheme for which the loan is sought or from his

general income. It must be noted that it is not always sufficient to have what

may be considered as adequate security if the financial position of the party is

not sound. In the event of default it may be difficult for Government to enforce

the sale of the asset offered as security, especially, if it is not an earning asset.

It is, therefore, important to see that both the criteria are satisfied.

It might become necessary to obtain information periodically regarding the

financial position of the applicant after the grant of a loan. For this purpose, a

clause should be inserted in all loan agreements enabling Government at any

time to call for the accounts of the applicant relating to any accounting year

with power to depute an officer, specially authorised for this purpose, to

inspect the applicant’s books, if necessary.

Loans should not be given at concessional rates of interest. If any concession

is considered necessary, it should be given as a straight-forward grant unless a

policy regarding the grant of such a concession has already been laid down by

Government.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 164

(2) Interest:— Interest should be charged at the rate prescribed by the

Government for the class of loans concerned. It should be charged for the day

of advance, but not for the day of repayment. For a period of less than a

complete half year, the interest should be calculated as

the number of days

365 x the yearly rate of interest.

For a period of more than a half year but less than a year, half the yearly

interest should be charged inrespect of the completed half year together with

interest for the remaining period of less than a half year calculated as above.

In the case of “Advances to cultivators”, however the interest for a period of

less than a year should be calculated by taking the calendar month as the unit,

periods of fifteen days or more in a calendar month being treated as one

calendar month and periods of less than fifteen days being ignored.

(3) Repayment:—

(a) The borrower should be required to repay the loan in full within a

specific term, which should be as short as possible, by paying the

appropriate fixed instalments not later than the dates prescribed by the

Government or other competent authority. The term should run from

the date on which the drawal of the loan is completed, unless the

Government or other competent authority declare the loan closed with

effect from an earlier date, in which case it should run from that date.

The amount of each instalment to be repaid by the borrower should be

rounded to the nearest rupee except in the case of the last instalment

where the amount will be rounded to the nearest multiple of 5 paise.

(b) If a borrower draws a loan in instalments and is required to repay it by

half-yearly instalments for which no specified half-yearly dates are

fixed when the loan is sanctioned, he should be required to make the

first regular half-yearly payment six months after the date from which

the term of the loan runs, and simple interest only should be charged

on that date for the period prior to it.

If specified half-yearly dates are fixed for the payment of the half-yearly

instalments when the loan is sanctioned, the borrower should be

required to make the first regular half-yearly payment on the second of

those half-yearly dates after the date from which the term of the loan

runs, and simple interest only should be charged on the first half-yearly

date. For example, if the drawal of a loan is completed on the 31st

March and the instalments are payable half-yearly on the 30th June

and 31st December, the first regular half-yearly instalment should fall

due on the 31st December following, and simple interest only should

be charged on the 30th June.

If a borrower unduly delays the completion of the drawal of a loan, the

matter should be reported to the Government or other competent

authority with a recommendation that the loan be declared to have

been closed as from a suitable specified date. The Accountant General

watches the recoveries relating to each individual loan included in any

of the following classes of loans mentioned in Article 232.

Items (a), (b), (c), (d), (i) and the portion of (j) relating to loans

to individuals and to local bodies to cover revenue deficits.

He should report to the Government any undue delay in completing the

drawal of any such loan payable in instalments, whether dates have

been fixed for the drawal of instalments, or not. The departmental

CHAPTER IX] LOANS AND ADVANCES [ 165

authorities concerned should take necessary action in regard to

undue delay in completing the drawal of any other loan payable in

instalments.

This instruction applies mutatis mutandis to loans repayable by

instalments other than half-yearly instalments.

* (c) Any instalment paid before its due date may be taken entirely towards

principal, provided it is accompanied by payment towards interest due

upto the date of actual payment of instalment, if not the amount of the

instalment will first be adjusted towards the interest due for the

preceding and current periods and the balance, if any, will alone be

applied towards the principal. If, however, the payment of the

instalments is in advance of the due date by 14 days or less, interest

for the full period (half year or full year as the case may be) will be

payable.

[Substitution.

C.S.No.7/80

G.O.(P)448/80/Fin.,

dated 15-7-1980.]

(d) The instalments towards the repayment of loans and advances granted

by the Government which fall due on public holidays should, in cases

not otherwise specifically provided for, be paid into the treasury on the

working day immediately preceding the holiday. This will not affect

payments which are made by book adjustments.

(e) All officers who are responsible for the maintenance of loan registers

and for watching the recovery of the loans will issue warning notices (in

Form No. 25) to the loanees sufficiently in advance (say about one

month prior to the due date) indicating the number of the instalment

amount due (principal and interest may be shown separately) the

correct head of account under which principal and interest should be

paid, arrears, if any, under principal and interest etc. with a request to

pay the dues before the due date. Omission to give the above warning

will not give the loanees any claim to exemption from the

consequences of default in the repayment of principal or interest

thereon.

(4) Defaults in payment.—

(a) The Accountant General should report promptly to the Government any

failure by a borrower to pay on the due date a payment due under a

loan included in one of the classes of loans which he watches

individually – See sub-clause (b) of clause (3) above. The departmental

authorities should take the necessary action immediately in regard to

any default in making a payment due under any other loan. They

should bear in mind the fact that a loan repayable with interest by equal

periodical instalments will not really be fully discharged by the

instalments unless each is paid punctually on the due date.

(b) The authority which sanctions a loan should ordinarily lay down in the

order of sanction the rate of penal interest to be levied on all overdue

instalments of interest or principal and interest. Penal interest at the

rate of 2.5 per cent per annum over and above the normal rate of

interest would be chargeable whether there is stipulation to the above

effect in the order sanctioning the loan or not.

** Penal interest at the above said rate will be levied in respect of overdue

instalments of interest or principal and interest and also in the following cases

on non-compliance with the requirement of rules :

**[Substitution

C.S.No. 7/88

G.O.(P)

767/78/Fin., dated

21-10-1978.]

(i) Retention of the loan amount unutilised by the loanee beyond the

normal admissible period;

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 166

(ii) Retention of sale proceeds of motor car/scooter/motor cycle

purchased with Government loan beyond the normal admissible

period;

(iii) Non-utilisation of loan for the purpose for which it was sanctioned

even when the loan is repaid to Government in lump within the

normal permissible date;

(iv) Delay in the execution of mortgage bond after purchase of housesite/

house and site/motor conveyance;

(v) Delay in the production of utilisation certificate as well as completion

certificate;

(vi) Delay in taking comprehensive insurance cover from the State

Insurance Department and production of insurance policies in

respect of motor car/motor-cycle/scooter advances.

(vii) Non-compliance with the requirement of other rules relating to house

construction advance/motor conveyance advances.

In all the cases mentioned above, penal interest at the rate of 2.5% per

annum, over and above the normal rate of interest would be chargeable on the

amount outstanding inclusive of interest accrued till the recovery is completed

if the default in complying with the requirements of rules is not regularised

earlier by the competent authority.

[These orders shall be applicable to loans mentioned on or after 27-9-1975.]

(5) Modification of original terms.— Every borrower should be required to fulfil

strictly the terms settled when his loan was sanctioned. No Government

servant should recommend to the Government or other competent authority a

charge in the original terms for the benefit of a borrower unless there are very

special and exceptional grounds for doing so.

Loans to Municipalities and to District and other Local Fund

Committees

235. The detailed procedure to be followed in connection with borrowing by local authorities

both from Government and otherwise is laid down in the Kerala Local Authorities Loans

Rules, 1965 and these rules will apply to loans to Municipalities and other Local

Authorities. Rules relating to the execution of work by the Public Works Department on

behalf of local bodies out of loan funds sanctioned by the Government are contained in

Articles 31 to 33 of the Kerala Account Code, Vol. III and Chapter 15 of the Kerala

Public Works Account Code.

Advances to cultivators

236. Advances to cultivators include—

(i) advances made under the rules issued under the Kerala Agriculturists’ Loans

Act, 1961 (Act 27 of 1961) ;

(ii) any other advances made to cultivators in connection with land revenue,

agriculture or famine under any Act of the Legislature or under any order of the

Government.

Miscellaneous loans and advances

237. Loans (other than loans to Government servants) which do not fall strictly under any of

the other classes mentioned in Article 233 come under this head, e.g., loans to

Government sponsored and other industrial concerns, loans for the development of

large scale, small scale and cottage industries including handloom and coir industries,

loans to Kerala Financial Corporation, loans for Low Income and Middle Income Group

Housing, Colonisation, etc. The grant and repayment of these loans are governed by

the general principles and instructions laid down in Article 234, and the detailed orders

issued by Government from time to time. A Government servant who is concerned with

CHAPTER IX] LOANS AND ADVANCES [ 167

the sanction or recovery of any category of loans falling under this head should keep an

up-to-date file of the orders in force regarding them.

In the case of a fully owned Government company/Corporation which receives a loan

from Government no formal agreement is necessary at the time of sanctioning the loan.

Hypothecation of its assets is also not required in such cases. It should, however,

execute a written undertaking in Form No. 57 before the drawal of the amount of the

loan. The stamp duty chargeable on the undertaking shall be borne by the Government.

The countersigning authority should record on the bill for the drawal of the amount of the

loan a certificate to the effect that the necessary undertaking duly executed by the

loanee has been obtained.

Loans to Government servants–General classes of loans

238. The following interest bearing advances are included under this head:—

A. Advances for the purchase of motor conveyances.

B. House building advances.

C. Cycle Advance.

D. +'Marriage Advance'

E. +Advances to Junior I.A.S. Officers for the purchase of furniture.

F. +Other advances.

+[Addition C.S.No.

1/2003. G.O.(P)

99/2003/Fin. dated

14-2-2003 w.e.f.

28/8/1997.]

The Government grant these advances to their servants in accordance with the Rules

contained in Articles 239 to 246.

General principles

239. The following general principles and conditions apply to these advances:—

(1) No authority may sanction any advance if it would involve a breach of a

standard of financial Propriety (Article 40).

(2) Government servants to whom advances may be granted.— As a general rule,

no advance should ordinarily be granted to any Government servant unless he

is in permanent service since the pay of a non-permanent Government servant

is not adequate security for the advance. Advances may, however, be granted

in accordance with the terms of these rules to officiating or temporary

Government servants without any substantive appointment under general or

special sanction of the Finance Department, if the circumstances admit of the

provision of adequate security.

In all such cases, a certificate shall be furnished that the Government servant

to whom the advance is sanctioned will continue in service during the period of

repayment of the advance.

(3) Interest.— Simple interest should be charged at the rates fixed by Government

from time to time and current at the time of granting the advance. The rates

thus fixed for each kind of advance are given in the schedule below :-

*SCHEDULE

*[Substitution C.S.No.2/87 G.O.(P)195/87/Fin., dtd. 4-3- 87 and G.O.(P) 576/87/Fin. dtd. 30-6-87.]

Name of advance Normal rate of simple

interest per annum

Period current

(1) (2) (3)

1. Advance for the purchase of

Motor Car

4.5 per cent up to 22-10-1964

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 168

5 ” from 23-10-1964

5.5 ” from 1-4-1965

5.75 ” from 1-4-1969

6 ” from 1-4-1974

7 ” from 7-8-1980

9 ” from 1-4-1982

9.5 ” from 1-4-1984

10 ” from 1-4-1985

!12 ” from 1-4-1994

[!Insertion C.S.

No.1/95

G.O.(P)1/95/Fin.,

dated 2-1-1995.]

**15 ” from 1-4-1997

2. Advances of purchase of

Scooter/Motor Cycle

4.5 ” Up to 22-10-1964

5 ” from 23-10-1964

[**Insertion

C.S.No.2/97

G.O.(P)

1337/97/Fin. dated

18-12-1997.]

5.5 ” from 1-4-1965

5.75 ” from 1-4-1969

6 ” from 1-4-1974

7 ” from 7-8-1980

9 ” from 1-4-1982

10 ” from 1-4-1985

!11 ” from 1-4-1994

**11.5 ” from 1-4-1997

3. Advance for the purchase of

Cycle

4.5 ” up to 22-10-64

5 ” from 23-10-1964

5.5 ” from 1-4-1965

5.75 ” from 1-4-1969

6 ” from 1-4-1974

7 ” from 7-8-1980

9 ” from 1-4-1982

10 ” from 1-4-1985

(4) Repayment.-

(a) The principal of an advance should be recovered in equal monthly

instalments by compulsory deductions from the pay of the borrowing

Government servant, beginning with the first payment of a full month’s

pay after the advance is drawn unless otherwise provided in the rules

governing particular advances, provided that a borrower may repay two

or more instalments at the same time. The amount of the monthly

instalments other than the last should be fixed in whole rupees and in

the last instalment the remaining balance including any fraction of a

rupee should be recovered. The maximum number of monthly

instalments in which the sanctioning authority may permit the principal

CHAPTER IX] LOANS AND ADVANCES [ 169

and interest of an advance of each kind to be repaid is indicated in the

concerned Articles.

The recovery of interest should begin with the pay of the next month

after the repayment of the principal is completed. The interest should

be calculated on the balance outstanding on the last day of each month.

If the total amount of interest to be charged does not appreciably

exceed the amount fixed for the equal monthly instalments for recovery

of the principal, it should be recovered in a single instalment; otherwise

it should be recovered in instalments not appreciably exceeding that

amount.

(b) Unless otherwise provided in the rules applicable to advances of a

particular kind, the amount of the monthly instalments to be recovered

on account of an advance should not be changed by reason of the

borrowing Government servant’s going on any kind of leave with leave

salary. Deductions shall be made from the subsistance allowance on

account of repayment of loans and advances taken from Government at

such rates as the Head of the Department deems appropriate. The

whole amount due should, however, always be completely recovered

within the period originally fixed, unless for exceptionally strong

reasons, the Government sanction a special extension of the period.

(c) In the case of officers who are due to retire before the expiry of the

period prescribed for repaying a loan, the instalments of repayment

should be so fixed as to have the loan (principal and interest ) fully

discharged before their retirement.

(d) No recovery of the advances will be made during the period of leave

without allowances and the repayment will be postponed in such cases

to that extent, provided however, that the principal and interest are fully

repaid before the officer retires from service.

(e) When recovery is made on account of an interest bearing advance, a

schedule of recovery in Form T .R. 106, (prescribed in the Kerala

Treasury Code, Vol.II), separately for each type of such advance, shall

be attached to the bill in which the recovery is made. In the case of such

recoveries from the claims of non-gazetted Government Servants, the

drawing officer shall certify on the recovery schedule attached to the bill

for the month of February encashed in the month of March every year

that the balances shown as outstanding therein have been accepted as

correct by the Government servants concerned. [See para 3 of Rule 163

(1) of the Kerala Treasury Code].

The Accountant General will send intimations to the Drawing

Officers/Gazetted Officers that the balances shown by them in the

recovery schedules attached to the bills for the month of February, as

accepted, agree with those worked out in his books or point out

discrepancies, if any, for rectification.

*239A All departmental officers who are responsible for disbursement and recovery of the

following advances should maintain proper registers to rec ord transactions thereunder in

respect of Non-Gazetted Officers.

*[Addition G.O.(P)

7/82/Fin., Dated 5-

1-1982.]

(i) Interest-bearing advances of comparatively small magnitude recoverable in

less than 60 instalments (e.g. Cycle Advance, Warm Clothing Advance,

Mosquito Net Advance etc.)

(ii) Interest-free advances of comparatively small magnitude recoverable in less

than 60 monthly instalments (e.g. advances of Pay and T.A., Festival

Advance, Onam Advance etc.)

Each register should contain full particulars regarding drawals, recoveries and

transfers. The amount of advance drawn in a bill date of encashment and the

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 170

voucher number, the name of treasury and the names of the individual officers

to whom the advances drawn were paid should be entered in the register in

respect of each debit item. When fresh debits are received through last pay

certificates that should also be entered in the register giving full particulars of

the transfer. The recoveries effected every month should be noted against the

concerned individuals in the relevant monthly columns giving reference to the

bill in which the recoveries were effected. When a person to whom advance

was paid is transferred to another office, the particulars of the transfer should

be noted in the registers and his outstanding dues clearly indicated in the last

pay certificate issued to him.

A. ADVANCES FOR THE PURCHASE OF MOTOR CONVEYANCES

(i) General

240. No authority subordinate to the Government has power to sanction any advance for the

purchase of motor conveyance.

Procedure for sanction

241. Every application for an advance, *from Gazetted Officers] unless otherwise directed by

Government, should be referred to the Accountant General for remarks as to whether

the grant of the advance would involve any departure from the ordinary rules and what

amounts, if any, are outstanding against the applicant on account of advances of all

kinds. *[The applications from Non-Gazetted Officers shall be verified by the Heads of

Officers/Departments concerned. Date of effect 4-8-1980.] The sanctioning authority

should specify in the sanction order a date by which the advance should be drawn,

which should be within one month of the date of the order sanctioning it and in any case

not later than the close of the current financial year in which it was sanctioned. If the

advance is not drawn within this period, the sanction will lapse.

*[Insertion

C.S.No.11/80,

G.O.(P)777/80/Fin.,

dtd. 21-10-1980

w.e.f. 4-8-1980.]

(ii) Advances for the purchase of a motor car

242. These advances are sanctioned subject to the provisions of Articles 239, 240 and 241

and the following rules:—

(a) Eligibility of Government servants for an advance.— A Government servant is

not eligible for an advance unless the Government consider that it is desirable

in the interest of the public service that he should use a motor car in the

discharge of his duties.

Only Government servants drawing a pay of not less than **Rs. 2,640 with

effect from 1-4-1990 per mensem and holding posts which entail duties

involving touring or to whom the Government have granted a conveyance

allowance for the maintenance of a motor car for the discharge of their duties

are eligible for the advance. !!But those officers having less than two years of

service for superannuation on the date of receipt of application in the Finance

Department will not be eligible for Motor Car Advance.

[**Substitution

C.S.No.4/92

G.O.(P)

1082/92/Fin., dtd.

18-12-1992.]

[!!Added

C.S.No.2/93

G.O.(P)

124/93/Fin., dtd.

27-2-1993.]

Note:—For the purposes of these rules, Officers who have to move about frequently

within the limits of the Trivandrum City may be regarded as touring officers.

(b) Conditions under which an advance is granted.— The grant of an advance is

subject to the following conditions:—

(1) A Government servant is not eligible for an advance on account of a

motor car which he has already taken delivery unless the application is

made within three months from the date of purchase of the

conveyance.

CHAPTER IX] LOANS AND ADVANCES [ 171

Note:— If a Government servant on duty who has applied for an advance

from the Government has a favourable opportunity for buying a suitable

car he may take delivery of it on payment of the whole or any portion of

its purchase price, to be recouped later from the advance already

applied for, if and when the Government sanction it.

(2) @[The amount to be advanced to an officer shall not exceed +Rs.

40,000 (Rupees Forty thousand only) with effect from 1-4-1983 or 20

months substantive pay or the amount applied for, or the anticipated

price of the car, whichever is least.] Government may, however, base

the amount at their discretion on the officiating pay, instead of

substantive pay, when an officer is acting in an appointment or in a

grade from length of time during the period of repayment. If the actual

price paid is less than the advance taken, the balance should be

refunded to Government forthwith.

@Substitution

[C.S.No.2/81,

G.O.(P) 560/81/Fin.

dtd. 29-8-1981

w.e.f. 1-4-1981]

+Substitution

[C.S.No.5/87

G.O.(P)539/87/Fin.,

dtd. 20-6-1987]

Pay in respect of provisional appointments may be treated as officiating pay

for this purpose and taken into account for calculating the eligible amount of

advance, provided such appointments have been continuing for a period of

twelve months and where Government consider that there is little chance of

the officer being reverted to a lower post.

Note 1:—The term actual price includes the price of such items which have

necessarily to be purchased along with the motor conveyance (or

in other words, on the purchase of which the purchaser has no

choice), e.g., spare wheel, tyre and tube, pillion seat in a scooter.

Where, however, certain accessories (e.g., radio in a car, plastic

covers) are purchased which are not essential and which the

customer purchases of his own volition, the term ‘actual price’ will

not cover their cost. Insurance and registration charges which are

incurred for running the motor vehicle cannot be included in the

actual price of the vehicle.

Note 2:— Special pay treated as coming under class II of Appendix IV,

Kerala Service Rules will also be taken into account for fixing the

eligibility of an officer, provided the officer is likely to draw the

special pay during the period of repayment of the advance.

Note 3:— D.P. will be reckoned for the purpose of calculating the amount of

advance admissible under these rules.

(3) When the Government sanction an advance to a Government servant

who is on leave or is about to proceed on leave, the advance may be

drawn at any time during the currency of the leave if he receives

intimation regarding the availability of the conveyance while he is on

leave. If in any such case the restriction in Article 241 operates the

sanction order may be renewed.

(4) Except when an officer proceeds on leave for a period of four months

and over or retires from service, or is transferred to an appointment

the duties of which do not render the possession of a motor car

necessary, he may not without the Government’s previous sanction,

sell a car purchased with the aid of an advance which, with the

interest on it in accordance with Article 239 (3) and (4) has not been

fully repaid. If a Government servant wishes to transfer such a car to

another Government servant who performs duties of a kind that

renders the possession of the conveyance necessary the Government

may permit the transfer of the liability attaching to the car to the latter

Government servant, provided that he records a declaration that he is

aware that the conveyance transferred to him remains subject to the

mortgage bond and that he is bound by its terms and provisions.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 172

(5) Whenever a Government servant sells a car before completing the

repayment of an advance received from the Government for its

purchase with the interest or it in accordance with Article 239 (3) and

(4), he should apply the sale proceeds so far as may be necessary,

towards the repayment of the outstanding balance due to the

Government. If, however, the borrower sells the car only in order to

purchase another car the Government may permit him to apply the

sale proceeds towards such purchase subject to the following

conditions:—

(i) If the amount outstanding exceeds the cost of the new car, the

Government servant should repay the excess to the

Government immediately.

(ii) the Government servant should continue to repay the amount

outstanding by the monthly instalments already fixed; and

(iii) the new car should be insured or mortgaged to the Government

as required by these rules. The mortgage bond need be

only for the outstanding balance due under the original

mortgage and should be executed in Form No. 27A.

(6) If on sale of a motor car as contemplated in clause 5 above, a

Government employee is in actual need of a second advance for the

purchase of a new car and applies for it, he may be given an

additional advance for the purchase subject to the following

conditions:—

(i) The second advance will be restricted to the excess of the price

of the newly purchased car over the sale proceeds of the

old car provided the second advance plus the balance

outstanding in respect of the original advance previously

granted should not exceed the price of the newly purchased

car and the limits prescribed in clause (2) above.

(ii) The Government servant should continue to repay the amount

outstanding under the original advance plus the amount of

the second advance in monthly instalments at the rates

fixed by the Government.

(iii) The new car should be insured and mortgaged to the

Government as required by these rules.

(iv) The mortgage bond should be for the amount outstanding

under the original mortgage plus the amount of the second

advance and should be executed in Form No. 27B.

Note:— The officers applying for second advance should state in the loan

application the probable price of the car proposed to be purchased,

probable amount by way of sale proceeds of the car purchased with

the earlier advance and the balance amount required to purchase

the new car.

(7) *An officer who has taken an advance will be entitled to a fresh

advance only after the lapse of **fifteen years from the date of drawal

of the previous advance and the previous advance is fully repaid with

interest. Applications for second advances should be sent through the

Accountant General who will forward them to Government with a

certificate that the previous advance has been fully adjusted.

[With effect from 1-

4-92 C.S.No.3/92

G.O.(P)959/92/Fin.,

dtd. 18-11-1992.]

(8) An officer drawing the advance is liable to pay penal interest at 2.5 per

cent over and above the usual rate of interest on the balance of the

principal amount outstanding from time to time from the due date of

execution of the bond till the date of its final execution, if he fails to

execute the mortgage deed within the prescribed period, viz., one

CHAPTER IX] LOANS AND ADVANCES [ 173

month from the date of drawal of the advance. Government reserve

the right to exempt the loanees from the operation of the penal clause

if they are able to show that the delay for the excecution of the bond is

occasioned by circumstances beyond their control. Penal interest at

2.5 per cent over and above the usual rate of interest will also be

levied in cases of belated/defaulted repayment of the monthly

instalment of the principal and/or interest.

(9) If an officer who has taken the advance dies while in service before

the final settlement of the advance, no interest will be recoverable on

the principal amount of outstanding advance proposed to be adjusted

from the insurance amount and/or gratuity for any period beyond the

date of death of the loanee. The amounts due on the insurance

policy/policies assigned in favour of Government and the gratuity

should be realised and adjusted to the extent necessary for the final

settlement of the advance amount as early as possible after the death

of the officer who has taken the advance.

(10) (i) The date of drawal of advance will be the date of issue of cheques

when payment of the conveyance advance is made by personal

cheque and the date of actual drawal or disbursement in the other

cases of Gazetted Officers/Non-Ga zetted Officers. To enable the

Audit Officer to know the month from which the recovery should start,

the Head of Office should invariably intimate the date of such

disbursement promptly to the concerned audit officer. It should also be

ensured that the time-lag between the date of drawal of a cheque and

its disbursement by the Head of Office is reduced to the minimum.

(ii) The period of one month laid down in the rule will be a calendar

month from the date of drawal of the advance.

(iii) When the period of one month provided under the rules is extended

by competent authority the penal interest will be charged with

effect from the date following that on which the extended period

expires.

(11) Every Government servant who applies for an advance should forward

along with his application an agreement executed by him in the

prescribed form. If the advance is granted, he should execute a

mortgage bond in the prescribed form after buying the car and should

also insure the car against full loss by fire, theft or accident.

(c) Repayment.— (1) Particulars of repayment of the advance will be determined

by the sanctioning authority in the manner specified under the rules

and will be indicated in the order sanctioning the loan. Ordinarily the

whole amount of principal shall be recovered in †144 monthly

instalments with effect from 1-4-1983 and interest as indicated in subrule

(4) of Article 239.

(2) In cases where the recovery could not be effected in †144 monthly

instalments with effect from 1-4-1983 before the normal date of

retirement the rate of recovery may be so fixed as to effect recovery

at the normal rate till the date of retirement of the loanee, the balance

being recovered in the lump from the death-cum-retirement gratuity

admissible to him at the time of retirement subject, however, to the

following:—

†Substitution

[C.S.No.5/87,

G.O.(P) 539/87/Fin.

dated 20-6-1987]

(i) that he agree to the incorporation of a suitable clause in the prescribed

agreement and the mortgage deed to the effect that the Government shall be

entitled to recover the balance of the said advance with interest remaining

unpaid at the time of his retirement or death preceding retirement from the

whole or any specified part of the gratuity that may be admissible to him, and

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 174

(ii) that he has not availed himself of and will not be availing

himself of this facility in respect of house construction

advance taken or to be taken by him.

Note:— Calculation of death-cum-retirement gratuity will be as provided in

rules in K.S.R.

(d) Procedure.— (1) A Government servant who is eligible for and requires an

advance should submit his application in Form 25A.

(2) *If the application is in order, the Head of the Department should certify

++[that this has been verified and found correct] and forward it to the

Government in the Finance Department through the Accountant General,

who will certify as to ‘whether the grant of the advance would involve any

departure from the ordinary rules, etc., (See Article 241). If for any

reason, the sanctioning authority has to return the application for

correction, the Government servant should re-submit the revised

application through the Head of the Department, who should certify as to

its correctness and through the Accountant General, who will again certify

as to whether the grant of the advance would involve any departure from

the ordinarily rules etc. @The applicant eligible for the advance should

submit an agreement executed by him in Form 26, when the advance is

sanctioned.

*Substitution

C.S.No. 2/92,

G.O.(P) 387/92/Fin.

dated 5-5-1992.

++Substitution

[G.O.(P)

627/79/Fin. dated

19-7-1979]

@Added

C.S.No.2/92

G.O.(P)387/92/Fin.,

dated 5-5-1992.

*[Note 1:— In the case of application from Members of Board of Revenue and

Secretaries to Government, the authority competent to furnish the

verification certificate will be the Special Secretary to Government in

the General Administration Department.]

(3) A Government servant who draws an advance should pay finally for, and

take delivery of the car within one month from the date of drawing the

advance; otherwise he should repay to the Government at once the full

amount of the advance drawn with interest on it for one month. If he

completes the transaction within interest on month allowed, he should

then immediately execute a mortgage bond in Form 27 hypothecating the

car to the Government as the security for the advance. He should enter

the actual price paid for the car in the schedule attached to the bond. The

sanctioning authority should see that the borrower completes the

transaction within the time allowed or makes the necessary repayment

immediately on its expiry. If he duly completes the transaction in time, the

sanctioning authority should see that he immediately submits the

necessary mortgage bond duly executed and should transmit it promptly

to the Accountant General for scrutiny. It should after such scrutiny be

forwarded to the Head of the Department or the District Treasury Officer,

as the case may be, for custody. When the advance had been fully

repaid, the bond should be returned to the Government servant

concerned, duly cancelled, after obtaining a certificate from the

Accountant General as to the complete repayment of the advance and

interest.

Note 1:— The stamp duty on account of execution of the mortgage bond will

be borne by the Government.

Note 2:— The advance should be drawn only after the Government servant

concerned has received a written assurance from the motor car dealer

that the supply is likely to be available within a month and a certificate

to this effect should also be recorded on the bill for the advance. In the

event of any delay in supply despite the written assurance given by the

dealer, the Government servant should apply within the permissible

period of one month for extension of the time limit for taking delivery of

CHAPTER IX] LOANS AND ADVANCES [ 175

the car, supported by a letter from the dealer indicating the probable

period of supply and seek permission for retaining the advance amount

for that period. The requests will be considered by Government on the

merits of each case.

Note 3.— A State Government servant who is sent on deputation exceeding

12 months out of India before an advance drawn by him for the

purchase of a Motor Car is completely repaid by him, may at his option,

be allowed by Government to repay the remaining instalments in

rupees in India. The Government servant should arrange to remit the

amount due by bank draft by the 15th, of every month in favour of the

Accountant General, Kerala. A second mortgage deed shall be

obtained from the Government servant to this effect in Form 27C and

the office to which he is attached abroad informed accordingly. If the

bank draft is not received by the Accountant General before the end of

the month, he would immediately report the matter to Government in

the Finance Department and also to the office abroad where the

Government servant is working, for further necessary action. Failure

on the part of the Government servant to remit the bank draft by the

due date will render him liable to pay penal interest in accordance with

the provisions in these rules, and on return of the officer, any amount

left unrecovered will be deducted as before from his monthly pay bills

by the Accountant General.

(4) The mortgage bond to be executed by a Government servant who draws

an advance provides that he shall keep the car insured against full loss or

damage by fire, theft or accident. He should effect the necessary

insurance within one month from the date of purchase of the car or within

one month from the date of drawal of the advance whichever is later. The

insurance in such cases should be arranged with the Kerala State

Government Insurance Department.

Form of the clause to be inserted in policies is as follows:-

“It is hereby declared and agreed that the

Insured’s.............................................. is pledged to the Governor of the State

of Kerala (hereinafter referred to as the pledgee); and it is further declared

and agreed that the said pledgee is interested in any money which but for this

endorsement would be payable to the insured under this policy in respect of

the loss or damage to the said*...................................................(which loss or

damage is not made good by repair, reinstatement or replacement) and such

money shall be paid to the said pledgee as long as they are the pledgee of

the ................................................*and their receipt shall be full and final

discharge to the Government in respect of such loss or damage.

Insert "Motor Car",

"Scooter", "Motor

Cycle",as

appropriate.

Save by this Endorsement expressly agreed nothing herein shall modify or

affect the rights or liabilities of the Insured or the Government respectively

under or in connection with this policy or any term, provision of condition

thereof.”

The Government servant should also send direct to the Accountant General

the insurance cover notes or the insurance policies. The Accountant General

will bring to the notice of Government any case in which the insurance has

not been effected within the period specified above. If the borrower fails to

insure the car within the prescribed period, he should refund the whole of the

advance with the interest that has accrued on it unless good reason is shown

to the contrary. The amount for which the car is insured during any period

should not be less than the outstanding balance of the advance with the

interest that has accrued at the beginning of that period and the insurance

should be renewed from time to time until the amount due is completely

repaid. If at any time and for any reason the amount for which the car is

actually insured is less than the outstanding balance of the advance including

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 176

the interest that has already accrued, the Government servant should refund

the difference to the Government in not more than three monthly instalments.

The Accountant General should, whenever the policy is about to fall due for

renewal, so long as any amount remains outstanding on account of the

advance, require the borrower to produce his receipt for the renewal premium

on each such occasion before the date on which the policy is due for renewal,

and should scrutinise it to see that it is in order.

(5) All motor conveyances purchased with the advance sanctioned by

Government should be compulsorily insured with the State Insurance

Department.

(6) Officers who have been granted advances for the purchase of

conveyances should furnish the prescribed securities within two months

from the date of issue of the authority for payment of the advance. If the

documents are not furnished to the Accountant General and finally

accepted by him within a period of two months, the Accountant General

may order recovery of the advance in a lump.

(e) Advances to Government servants on Foreign Service.— When a

Government servant who is on foreign service requires an advance for the

purchase of a motor car he should apply to the foreign employer to grant it

from its funds. If the foreign employer wishes to grant the advance, he

should apply to the Government for their sanction. If the Government accord

their sanction, it will be subject to the proviso that the advance by the foreign

employer shall be regulated by the same conditions as would apply to an

advance by the Government. In special cases, however, where an Officer’s

services have been lent to a local body or statutory corporation or industrial

or commercial corporation or a company owned by Government or in which

Government have controlling interest, whose financial position will not permit

of the advance being made from its funds, the Government may, at their

discretion sanction advances from the State Funds under these rules

provided the officer’s duties are such as to render the possession of a motor

car a practical necessity.

(iii) Advances for the purchase of motor cycles/scooters—

Eligibility of Government servants for an advance

243. Article 242 applies mutatis mutandis to advance for the purchase of a motor

cycle/scooter subject to the following modifications :-

(a) A Government servant is eligible for an advance if he is included in one of the

following classes.

(i) Government servants who are eligible for an advance for the purchase of a

motor car under Article 242 if they prefer to take an advance for the purchase

of a motor cycle/ scooter; and

(ii) Government servants drawing a pay of not less than *Rs. 1220 with effect

from 1-4-1990 per mensem and holding posts which entail duties involving

touring or to whom the Government have granted a conveyance allowance for

the maintenance of a motor cycle/scooter for the discharge of their

duties.

*Substitution

[C.S.No.4/92

G.O.(P)

1082/92/Fin., dated

18-12-1992.]

** (iii) A physically (orthopaedically) handicapped Government servant whose

basic pay is not less than @Rs. 740 p.m.

@[See G.O (P) No.1675/99/Fin dated 03/08/1999]

**Substitution

[C.S.No.1/88

G.O.(P)

144/88/Fin., dated

22-2-1988.]

Note 1.— The application for the advances should be supported by a Medical

Certificate from an Ortheopaedic Surgeon of a Government Hospital that a

Motor Cycle/Scooter will be of great help to the applicant and that the

applicant will be able to drive the vehicle in spite of his handicap.

CHAPTER IX] LOANS AND ADVANCES [ 177

Note 2.— The maximum number of instalments of repayments of the

advance will be 100.

(b) @ [The maximum amount of advance admissible for the purchase of

any type of motor cycle/scooter will be**Rs. 6,000 #(Rupees six

thousand only) with effect from 1-4-1983, or 15 months’ pay of the

applicant or the amount applied for or the anticipated price of the

vehicle, whichever is least.]

# [See G.O (P) No.3000/98/Fin dated 25/11/1998]

@Substitution

[C.S.No.2/81 G.O

(P) 560/81/Fin.

dated 29-8-1981]

**[Substitution

C.S.No.5/87

G.O.(P)539/87/Fin.

dated 20-6-1987.]

The whole amount of principal shall be recovered in **96 monthly instalments

with effect from 1-4-1983, and interest as indicated in subrule (4) of Article

239.

**[Substitution

C.S.No.5/87

G.O.(P)539/87/Fin.,

dated 20-6-1987]

B. HOUSE BUILDING ADVANCE TO GOVERNMENT SERVANTS

DIFFERENT KINDS OF ADVANCES INCLUDED UNDER THIS HEAD

244. Under the sanction of the Government or other competent authority to whom the power

under this article is delegated advances may be made to an officer/officers (on joint

salary basis) in pensionable service towards the following purposes :-

(1). Construction of a house for personal residence.

(2). Purchase of a site and for the construction of a house thereon for personal

residence.

(3). Purchase of site with house for personal residence.

(4). Purchase of site with house for personal residence and repairs thereto.

(5). Repairs to own house to make it habitable.

(6). Completion of construction of a house already taken up or to extend a house

to make it sufficiently accommodative.

ELIGIBILITY OF GOVERNMENT SERVANTS FOR ADVANCE

244A. The following Government employees will be eligible for the advance:—

1. All officers having substantive appointment in pensionable service.

2. A Government employee without a substantive appointment who has put in a

continuous service of not less than five years, subject to the following

conditions :—

(i) The Head of Department concerned should certify to the effect that

theapplicant is not likely to be thrown out of service and that he is likely

to be confirmed. The certificate should be in Form 37.

(ii) The maximum amount of advance admissible in such cases should be

calculated on to the basis of the officiating pay of the post in which the

incumbent is likely to continue.

3. A Government employee whose services are lent on foreign service conditions

institutions having statutory existence like the Kerala State Electricity Board,

the University, the Finance Corporation and other commercial concerns and

institutions owned or sponsored by Government provided the institutions

concerned guarantee repayment during the period such employee is

retained by them.

4. Advances will also be given to officers of All India Services and to the State

Government Officers to purchase or build or extend or repair houses outside

the State.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 178

Note 1:— It has been agreed that the State within whose jurisdiction the house

is constructed will act as an agent for the State granting the advance on a

reciprocal basis and

(a) examine the correctness of the title deeds;

(b) watch the progress of construction; and

(c) enforce mortgage proceedings in case of default in the observance of the

conditions on which the loan has been granted.

In the case of State Government Officers advances will be given only in cases

where the house to be purchased or constructed or repaired or extended is

within the States of Tamil Nadu and Karnataka.

Note 2:— The cost of verification of title deeds in other States, if any, will be

borne by the member of the All India Services or other State

Government Officer as the case may be.

244B. AUTHORITY COMPETENT TO SANCTION THE ADVANCE

Authority competent to sanction

the advance

Category of applicants for whom

advance can be sanctioned

1. Government in the Finance

Department

1. Applications from the All India

Service Officers.

2. Applications from the Heads of

Departments.

3. Joint applications of employees

serving in different departments.

4. Cases involving relaxation of

rules or standing orders on the

subject..

5. Advance to N.G.Os coming

under the categories

mentioned under article 244A

sub-clause (4)

2. Heads of Departments and District

Collectors,

3. Joint Secretary (Accounts) Public

Department,

4. Secretary to Government, Law

Department,

5. Secretary to Government, Legislative

Department.

All other cases under their respective

administrative control

CHAPTER IX] LOANS AND ADVANCES [ 179

Conditions Under Which Advance Is Sanctioned

SECTION A

General

244C. (i) Advances for the purposes mentioned as items 1 to 4 under article 244 will not

be sanctioned to a Government servant(s) who own(s) a house anywhere in

the country either in his/her/their name(s) or in the name of his wife/her

husband/their minor children *and to those having less than two years of

service for superannuation on the date of sanctioning.

Added

C.S.No.3/94

G.O.(P)

437/94/Fin. dated

17-8-1994.

While applying for the advance the applicant (s) should make a declaration in

the following form in the application.

“I/We do not already own a house anywhere in the country either in my

name/our names or in the name of my wife/husband or in the name of my/our

minor children.”

Note.— Government may relax this provision in exceptional cases where they

are satisfied that the house proposed to be built is required for the

bonafide residence of the applicant and that it will be impossible for the

applicant to reside in his existing house for reasons other than of its

having already been let out on rent, or being situated at a place other

than the place of his work.

(ii) Loans under more than one housing scheme will not be sanctioned to an

applicant/applicants.

(iii) Not more than two advances will be given to a Government servant(s) during

the entire period of his/her/their service.

(iv) The grant of the second advance is, however, subject to the condition that the

Government servant(s) is/are obliged, for reasons beyond control, to dispose

of the house constructed or purchased out of the first advance and that the

first advance has been completely repaid by deductions from the salary or out

of the sale realisation of the house which had to be sold by the Government

servant(s), or partly by deductions and partly by sale realisation.

(v) The Government servant selling the house constructed with the advance from

Government should convince Government/the sanctioning authority of the

necessity for the same and obtain prior sanction. The whole or balance of the

advance outstanding against the Government servant on this account with

interest remaining unpaid shall become payable in lump on the date of sale or

immediately thereafter.

(vi) More than one advance shall not be made for the same house and no officer

may receive a second advance while any portion of a previous advance

(including interest thereon) is outstanding against him except as otherwise

provided in these rules.

(vii) The maximum amount of advance admissible shall not exceed*Rs.1,00,000

(Rupees One lakh only) or fifty times the basic pay of an officer/officers (on

joint salary basis) or the amount applied for whichever is least.

Substitution

C.S.No.1/92

G.O.(P)243/92/Fin.

dated 17-3-1992.

Note 1:— Dearness pay will also be reckoned for the purpose of calculating

the maximum amount of advance admissible to an officer under this

rule.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 180

Note 2:— The computation of the loan amount on the basis of officiating pay

will be made in the case of an officer having substantive

appointment, only if the concerned Head of Department, certifies that

he is not likely to be reverted to a post having a lower scale of pay

during the period of repayment of the loan.

Pay in respect of provisional appointments may be treated as officiating pay

for this purpose and taken into account for calculating the eligible amount of

advance, provided such appointments have been continuing for a period of

twelve months and where Government or the sanctioning authority consider(s)

that there is little chance of the officer being reverted to a lower post.

(viii) All such advances must be for bona fide requirements for the purchase of or

building suitable houses for the personal residence of the officers concerned

and if more is advanced than what is actually expended for the purpose, the

surplus shall be refunded to Government. Advance may be made either in one

instalment or in instalments as considered desirable.

(ix) Repayment of the advance shall commence from the first instalment of pay

after the expiry of 9 months from the date of disbursement or the date of

disbursement of the last instalment, as the case may be or the date of

completion of the building whichever is earlier. (This concession is not

admissible to those who purchase a built house outright. The recovery in such

cases will commence with the first issue of pay after disbursement of the

advance.

(x) Particulars of recoveries to be made from the borrower will be determined by

the sanctioning authority in the manner specified under the rules and will be

indicated in the order sanctioning the loan. The whole amount of principal and

interest shall be recovered in not more than 216 monthly instalments.

In the case of officers who are due to retire before the expiry of the above normal

period of recovery, the instalments of repayment should be so fixed that the loan

and interest thereon are fully discharged before their retirement. Provided that the

recovery of the advance with interest in such cases may be made in convenient

monthly instalments ( the amount of which should not be less than the amount of

monthly instalment on the basis of the full period of repayment admissible under

the rules) during the remaining period of his service and provided also that he

agrees to the incorporation of a suitable clause in the prescribed agreement and

the mortgage deed to the effect that the Government shall be entitled to recover the

balance of the said advance with interest remaining unpaid at the time of his

retirement or death preceding retirement, from the whole or any specified part of

the gratuity that may be sanctioned to him. Provided further that where a part of

the advance or interest is to be wiped off by adjustment from gratuity the amount

actually adjusted will be deemed to have been remitted on the date of

retirement/death of the loanee, and no interest will accrue on the amount so

adjusted beyond the date of retirement/death.

(xi) Instalments of recoveries will be so fixed as not to contain fractions of a rupee.

Fractions of rupee occurring in the calculation of interest will be included in the last

instalment of interest.

(xii) Advances will be recovered at the rate prescribed in clause (x) above or at a higher

rate if the officer receiving the advance so desires in writing by compulsory monthly

deduction from the bill for the salary or leave allowance of the officer.

(xiii) Interest will be recovered in one or more instalments, each such instalment being

not appreciably greater or less than the instalments by which the principal was

recovered. The recovery of interest will commence from the month following that in

which the last instalment towards repayment of principal is due. If for any reason

interest due cannot be worked out finally, recovery should be made provisionally at

the rate fixed for the recovery of the principal.

(xiv) If for any reason, no salary is drawn by the officer in any month or months, the

payment of the usual instalments must nevertheless be made by him.

CHAPTER IX] LOANS AND ADVANCES [ 181

However, during full months of leave without allowance no recovery will be

made and the repayment will be postponed to that extent, provided the

principal and interest are fully repaid before the officer retires from service.

(xv) (a) In order to secure Government from loss consequent on an officer dying or

quitting the service before complete repayment of the advance, the house

together with the land it standing upon must be mortgaged to Government

by whom the mortgage will be released on repayment of the full amount of

the advance together with interest thereon.

(b) The borrower should assign in addition to the land and building any one of

the following as collateral security.

(1) A Life Insurance Policy taken by the loanee in the office branch of the

State Insurance Department or in the Life Insurance Corporation of India

or in the Postal Insurance for an amount sufficient to cover 25% of the

amount of the loan.

Note 1.—The Policy should be absolutely assigned to the Governor of

Kerala in Form No. 35. The assignment of policy of Life Insurance

will be made by an endorsement in the prescribed form upon the

policy itself or by a separate instrument signed by the assignor or

his duly authorised agent and attested by at least one witness

specifically setting forth the fact of assignment. If the assignment

is not made by endorsement on the policy, the assignment will be

in the Assignment Deed form prescribed.

Note 2.—In cases where the total value of the house constructed and the

property hypothecated to Government alone with it as security for

the loan exceeds the amount of the loan outstanding repayment by

100%, the insurance policy/policies pledged to Government as

collateral security will be reassigned in Form 52 A in favour of the

loanees, on request in writing.

(2) Gratuity/death-cum-retirement gratuity to the extent of 25% of the loan.

Note 1.—An assignment may be made by a Government servant of his

gratuity/death-cum-retirement gratuity in Form 35 A towards

payment of the advance to him by Government under the rules.

The amount of gratuity deemed to be available for this purpose

would be the amount due to the applicant on the date of his

superannuation/at the time of retirement calculated on the basis of

the appointment held by the applicant at the time of submitting his

application for the grant of the advance. The amount so worked

out should be not less than 25% of the advance applied for.

Note 2.— In the case of non-Gazetted Officers the fact of assignment of

death-cum-retirement gratuity as collateral security will be

recorded in their service books and a certificate to that effect will

be attached to the bill claiming the amount of advance. In the

case of Gazetted Officers, Heads of Departments concerned will

intimate the Accountant -General that the death-cum-retirement

gratuity of the officer stands mortgaged to Government and a

copy of the communication will be attached to the bill claiming the

amount of advance.

(3) Insurance against fire in the State Insurance Department for a sum not

less than the amount of the advance.

Immediately on completion of construction or purchase of the house,

and in any case within two months thereafter the Government Officer

concerned should insure the house at his own cost with the State

Insurance Department for a sum not less than the amount of advance

and keep it so insured against damage by fire, flood or lightning till the

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 182

advance is fully repaid to Government, and keep the policy with the

head of Department concerned or the Board of Revenue as the case

may be. The premium must be paid regularly and premium receipts

produced for inspection by the Head of Department/ the Board of

Revenue. They should obtain from the Government Officer drawing the

advance, a letter to the State Insurance Department notifying to the

latter the fact that the Government are interested in the Insurance

policy and forward it to insurer and obtain his acknowledgement. In the

case of insurance effected on annual basis, this process should be

repeated every year until the advance is fully repaid to Government.

The Head of Department/Board of Revenue should furnish to the

Accountant -General an annual certificate that the conditions prescribed

in this clause have been fulfilled.

(c) The borrower should also produce an encumbrance certificate for 12 years

in respect of the landed property furnished as security.

(xvi) The officer must satisfy the sanctioning authority regarding his title to the land

upon which the house is or is proposed to the built and in the case of purchase

of house or house site, that the proposed vendor has got clear title to the

property which has been agreed to be sold to the applicant by the vendor.

Note.— This rule does not preclude the grant of an advance to a person who

does not possess proprietary rights on the land upon which he intends

to build, provided that the Government are satisfied that the interest

which he has in the land is such as to justify the grant of the advance.

(xvii) An officer quitting or removed from a station where he has built a house, before

the whole amount of the advance has been liquidated, will continue to be liable

to the deduction of the monthly instalment until the advance is fully repaid, but

with the special sanction of the Government he may be allowed to dispose of

the house, provided he is thereby enabled to clear off at once the whole

amount due, or to transfer it to any officer of his own or higher rank, the further

deductions being made from the salary of such an officer.

(xviii) Applications for advances should be made in Form 29 through the applicant’s

departmental superior, who will record his opinion as to the necessity from the

assistance.

(xix) The applicant must declare that the amount will be expended only for the

purpose for which it is applied for and pledged himself that surplus funds if any

will at once be refunded to Government.

(xx) The grant of advances is always subject to budget provision. If an advance

which has been sanctioned has not been disbursed before the close of the

financial year in which it is sanctioned the applicant will have to get the

sanction renewed in the following year if he still wants the loan.

(xxi) The loan amount should be utilised for the purpose for which it is granted

within a reasonable time not exceeding one year from the date of full

disbursement of the loan.

(xxii) In case the applicant commits breach of any of the conditions under which an

advance is sanctioned the entire amount advanced with interest shall become

payable in a lump and shall be recoverable under the provisions of the

Revenue Recovery Act.

(xxiii) In the case of advances for purchase of site with house an amount not exceeding

25% of the value of the site with house may also be granted for repairs at the time

of the purchase subject to the condition that the overall loan amount does not

exceed the maximum amount for which the applicant is eligible at the time of

application. The application in such cases should be accompanied by an estimate

or repairs duly certified by the Assistant Engineer (Buildings and Roads) having

jurisdiction over the area in which the site is situated.

CHAPTER IX] LOANS AND ADVANCES [ 183

(xxiv) In the case of advances for the purchase of site with house and repairs thereto

the advance will be disbursed in two instalments, the first instalment being

equal to the value of the house and site and the second being the balance

amount which will be disbursed only after the property is mortgaged to

Government.

(xxv) In the case of mortgage deeds executed by an officer, whether Gazetted or

non-gazetted, whether independently or jointly with his/her/wife/husband,

towards security for the house construction advance of any of the different

kinds sanctioned to him/her/them the stamp duty chargeable will be entirely

remitted. The remission of stamp duty will be available even when the

mortgage deeds are executed by the Government employees jointly with

others who are not Government employees.

(xxvi) The applicant should furnish along with the application for advance a plan of

the building proposed to be constructed or purchased by him and a certificate

from the Village Officer concerned regarding the location of the site with

reference to the nearest road, Survey No., Village and the detailed address of

the owners of the adjoining properties. These records may be passed on, duly

countersigned by the Head of Office, to the Executive Engineer having

jurisdiction over the area in which the site is situated with a request for

valuation. They need not be sent to Government along with the application, in

cases where Government are competent to sanction the advance. But the

Head of the Department should state in his certificate recorded in the

application that the certificate from the Village Officer and the plan of the

building have been obtained from the applicant (s). In cases where the Head

of the Department himself is competent to sanction the advance, he should

obtain the records and keep them with him.

Note.— Since the purpose of the valuation is only to ensure proper utilisation of

the loan amount an approximate valuation by the Public Works

Department (Building and Roads Branch) will be sufficient.

(xxvii) In the last pay certificate granted to officers the original amount of such

advance, the amount repaired and the balance remaining due should be

specified.

SECTION B

Advances to officers on joint salary basis

When both husband and wife are individually eligible and jointly apply for assistance to

build or acquire a house for their joint residence, advance may be made to both on joint

salary basis subject to the following conditions:—

(i) The total of the officiating pay/substantive pay of the officers will be taken into

account for determining the amount of advance admissible subject the

maximum limit of Rs. 100,000.

(ii) The disbursement of the amount will be made on joint receipt signed by both

the applicants

(iii) The husband and wife will be jointly and severally liable for the repayment of

the advance with interest. The bond/agreement for securing the advance

should be jointly executed by them.

(iv) Separate assignment deed is necessary in case the wife/husband also assigns

her/his policy.

(v) Joint policies issued in the name of both husband and wife will also be

accepted as security for advance.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 184

(vi) For the purpose of monthly recoveries/repayments the advance amount will

be split into two portions in proportion to their respective

officiating/substantive pay and recoveries/ repayments effected accordingly.

(vii) Subject to the above, the general principles of Section A will be applicable.

SECTION C

Advances to officer/officers to whom a plot of land is allotted

by the

Kerala State Housing Board

Advances may be sanctioned to an officer/officers on joint salary basis for construction of

house on plots of land allotted by the Kerala State Housing Board, Trivandrum for

purchase of land allotted by the Board and for construction of house thereon of lands

with houses allotted by the Board.

The general principles and conditions in Sections A and B will be applicable in addition to

the following:—

1. In case the Kerala State Housing Board will execute the sale deed in favour of

the applicant only after the construction of the building is completed and if for

that reason, it is not possible for the applicant to mortgage the property to

Government before the amount of advance is drawn, the amount of advance

will be paid to the applicant in one lump:

(a) after assigning the insurance policies in favour of Government as

laid down in the rules.

(b) after obtaining a plan of the proposed building approved by the

Kerala State Housing Board and

(c) after obtaining an agreement from the loanee in Form 37A.

2. The building should be constructed within one year from the date of

disbursement of the advance.

SECTION D

Additional Advances

I. (a) An additional advance may, however, be sanctioned to an officer/officers on

joint salary basis who has/have already availed of an advance provided

that the aggregate of the original and additional advances does not exceed

the maximum amount he/she was/they were eligible for on the basis of

his/her/their pay at the time the original advance was sanctioned subject to

the following conditions:—

(1). A certificate from an officer of the Public Works Department (Roads

and Buildings) not lower in rank than that of an Assistant Engineer

who is having jurisdiction over the area in which the house is situated

that the site with the construction already there on is worth the amount

already sanctioned to the officer, specifying also the actual value of

the construction (structure) is furnished along with the application.

(2). The application should be submitted within one year from the date of

disbursement of the original loan.

(3). The additional advance thus granted will be treated as a part of the

original loan.

(4). The recovery of the additional advance will commence immediately on

the expiry of six months from the month in which the additional loan is

disbursed, the entire amount (including the additional advance) being

recovered with interest within the period fixed for the repayment of the

original loan.

CHAPTER IX] LOANS AND ADVANCES [ 185

(5). As the property would have already been mortgaged to the

Government in consideration of the original advance the amount of

additional loan will be disbursed only on executing a document

creating a second mortgage on the equity of redemption in the form

prescribed by the Government.

(b)*Such additional advance shall not exceed ten times the basic pay of the

officer or Rs. 20,000 whichever is less and will be allowed over and above

the overall ceiling of Rs. 1,00,000 subject to the following conditions:—

[Substitution

C.S.No.1/92

G.O.(P)243/92/

Fin. dated

17-3-1992.]

(1). The additional advance will be granted only if applications in Form 30

for such advances are submitted within one year from the date of

drawal of the original advance.

(2). The pay/salary of the applicant at the time of applying for the

additional advance will be taken into consideration for reckoning the

amount of advance.

(3). A certificate shall be produced from the Executive Engineer (Buildings

and Roads) having territorial jurisdiction over the area to the effect that

on account of non-completion of essential items of work the house is

not fit for occupation and that the amount is required for bona fide

completion of the house. In cases where the estimated value of the

house (including the anticipated cost of completion of essential items

of work) does not exceed Rs. 20,000 the certificate may be from the

Assistant Engineer, having territorial jurisdiction over the area.

(4). The Additional advance thus granted will be treated as a part of the

original advance.

(5). In cases where the repayment of advance already sanctioned has

commenced, the recovery of the additional advance will commence

with the salary for the month, next to that in which the additional loan

is disbursed provided the entire amount (including additional advance)

is repaid with interest within the period fixed for the repayment of the

original advance. In other cases, the repayment will commence along

with that of the advance already sanctioned.

(6). As the property would have already been mortgaged to Government in

consideration of the original advance/advances, the amount of the

additional advance will be disbursed only on the Government servant

executing a document creating a second or third, mortgage, as the

case may be, on the equity of redemption.

(7). In the case of applications on joint salary basis for additional advance

for completion of house constructed with the assistance sanctioned to

any one of them the amount for which the new applicant is eligible will

be calculated on the basis of his/her salary at the time of verification of

the joint application.

The disbursement of the amount will be made on joint receipt signed

by both of them.

(8). Subsequent refixation of pay sanctioned to an applicant with

retrospective effect will be taken into account for calculating the

eligibility for additional advance.

(c) If the insurance policies already assigned in consideration of the original

advances, do not cover 25% of the aggregate amount of the original and

additional advances, fresh policy should be offered as collateral security in

the case of application for additional advance and value of the new policy

plus that of the policies already assigned should cover 25% of the total

amount of the advance.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 186

(d) In cases where additional advances are sanctioned for construction of

houses on plots of land allotted by the Kerala State Housing Board the

amount of additional advance will be paid after executing a further

agreement in Form 37B.

(e) In cases of adjustment of a portion of the advance sanctioned for

construction of a building in a plot allotted by the Kerala State Housing

Board against the Death-cum-retirement Gratuity payable to the officer he

has to execute a further agreement in the Form 37C over and above the

agreement/agreements in Form 37A/37B.

(f) In the case of additional advances applied for completion of construction of

house or for repairs, a further encumbrance certificate supplementary to

the one already furnished for the original loan, need not be insisted on, as

the land with building stands mortgaged to Government.

(g) Subject to the above, the general principles in Section A, B and C will be

applicable.

II (a) An advance may be made to an officer to enable him to effect repairs

to his own house which are required to make it habitable where such

repairs are not in the nature of ordinary repairs and which involve an

outlay large in comparison with the value of the house.

(b)*Such advances shall not exceed Ten times the basic pay of the officer to

whom it is made subject to a maximum of Rs. 20,000 or the amount

required for the work whichever is less.

Substitution

C.S.No.1/92

G.O.(P)

243/92/Fin.

dated 17-3-1992.

(c) Such advances may be made to an officer to repair a house which he has

built or purchased with a previous advance but unless the Government

otherwise permit at least five years should elapse since the previous

advance was drawn.

(d) Subject to the above, the general principles of Sections A to D (I) will be

applicable.

Note:—The application for the advance should be supported by an estimate

certified by the officer mentioned in clause III (2) below.

III. (1) (a) An advance may be made to an officer to enable him to complete the

construction of a house already taken up or to extend a house to make it

sufficiently accommodative, provided that in the case of an officer who

had availed of an advance under sections A to D1 the advance should

be limited for the purpose of extension only and a period of at least 5

years should have elapsed from the date of drawal of the previous

advance and

(b) In the case of an officer who had availed of an advance under section

DII the advance should be limited for the purpose of extension only

and a period of one year should have elapsed from the date of drawal

of the previous advance.

(2) Such advance shall not exceed+15 times the basic pay of the officer to

whom it is made subject to a maximum of Rs. 30,000 or the amount

required for the work according to a certificate from an Engineer not lower

in rank than that of an Assistant Engineer of the Public Works

Department (Buildings and Roads) and having jurisdiction over the area

in which the house is situated, whichever is the least.

Substitution

C.S.No.1/92

G.O.(P)

243/92/Fin.

dated 17-3-1992.

(3) Each such application should be accompanied by an estimate certified by

the officer mentioned in clause (2) above.

CHAPTER IX] LOANS AND ADVANCES [ 187

(4) For the purpose of repayment, the advance under this section will be

treated as a separate advance, quite independent of the advance already

drawn under section A to D1 or DII subject, however, to the General

Principles in Article 244 C.

RULES REGULATING CALCULATION OF INTEREST AND

DEATH-CUM-RETIREMENT GRATUITY

Calculation of Interest

244D. (1) (a) Interest shall be calculated for each month on the outstanding balance at

the end of that month at the rate prescribed by Government from time to

time. The rate to be applied will be that prevalent on the date on which the

advance is drawn. The rates of interest as applicable from time to time are

as given below:

Normal rate of simple interest per annum Period current

5% upto 22-10-1964

5 ½ % from 23-10-1964

5 ¾ % from 1-4-1969

6% from 1-4-1974

9% from 1-4-1982

(b) For the calculation of interest periods of half a month and over will be

treated as one month and less than half a month as half a month.

(c) If the loanee dies while in service before the final settlement of the loan

account, no interest will be recoverable on the principal amount of

outstanding advance proposed to be adjusted from the insurance amount

and gratuity for any period beyond the date of death of the loanee. The

amounts due on the insurance policy/policies assigned in favour of

Government and the gratuity should be realised and adjusted to the extent

necessary for the final settlement of the loan account as early as possible,

after the death of the loanee.

2. Levy of Penal Interest

Penal interest at 2.5% (Two and a half per cent) over and above the normal rate of

interest will be levied in respect of over-due instalments of interest or principal and

interest outstanding from time to time in cases where there is any default, violation or

breach of all or any of the provisions contained in these rules and/or in the original or

supplementary mortgage deeds or any other documents executed in pursuance of these

rules and also in the following cases of non-compliance with the requirement of rules:

(i) Retention of the loan amount unutilised by the loanee beyond the

normal admissible periods.

(ii) Retention of sale proceeds of house site/site with house purchased with

Government loan beyond the normal admissible period.

(iii) Non-utilisation of loan for the purpose for which it was sanctioned even

when the loan is repaid to Government in lump within the normal

permissible date.

(iv) Delay in the execution of the mortgage bond after purchase of

housesite/house and site.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 188

(v) Delay in the production of utilisation certificate as well as completion

certificate.

(vi) Non-compliance with the requirement of other rules relating to house

construction advance.

3. Calculation of Death-cum-Retirement Gratuity

The Head of Department concerned and the Secretary, Board of Revenue in the case of

Heads of Departments shall work out roughly the gratuity/death-cum-retirement gratuity

payable to the officer under the service rules applicable to him as well as the principal

and interest that would be outstanding recovery on the normal date of retirement of the

applicant. The basis for working out the gratuity/death-cum-retirement gratuity will be the

appointment held by the applicant at the time of submitting the application. For purposes

of calculating the death-cum-retirement gratuity adjustable towards the outstanding

advance amount and interest the pay that will be taken into account is such pay including

dearness pay as he would be eligible for at the time of retirement had he continued in the

same appointment. For the purpose of calculating the principal and in interest it will be

assumed that the Government servant can generally commence repayment of the

advance one year after the date of application of the advance if it is for purchase of site

and/or construction of a building and six months after date of application if it is for

outright purchase of a built house. All such applications from Gazetted Officers should

be routed to Government through the Accountant General. The actual amount to be

sanctioned and that to be adjusted from gratuity/death-cum-retirement gratuity as also

the amount to be recovered in monthly instalments will be determined by the sanctioning

authority in the manner specified under the rules and will be indicated in the order

sanctioning the loan.

Note 1:— The applicant should furnish a declaration in the application form that he

agrees to adjust a portion of the advance (amount to be specified) from the

gratuity/death-cum-retirement gratuity admissible to him.

Note 2:— The Heads of Departments/Secretary, Board of Revenue should certify in the

application form “that the amount of gratuity/death-cum-retirement gratuity due to

the applicant on the date of his superannuation/at the time of retirement

calculated on the basis of the appointment held by the applicant at the time of

submitting the application is estimated to be Rs......................... and that the

applicant is governed by K.S.R./A.I.S. Rules”.

RULES REGARDING THE PROCEDURE ON RECEIPT OF

APPLICATIONS

244E. (i) Except in the case of advances requiring sanction of the Government in the

Finance Department application from non-gazetted officers for advance shall be

submitted through the Head of Office concerned who will forward it to the

authority competent to sanction it. In the case of advance requiring sanction of

the Government in the Finance Department, application for advance shall be

submitted through the Head of the Department concerned who will forward it to

the Government in the Finance Department direct in the case of Non-gazetted

Officers and through the Accountant General in the case of Gazetted Officers.

The Head of the Department will forward along with the application certificate in

Form 37. He shall satisfy himself as to the sufficiency of the security offered in

each case and shall while forwarding the application record his opinion as to

the extent of the amount that may be advanced without risk to Government.

When the applicant is himself the Head of a Department, he shall forward the

application to the Accountant General through the Board of Revenue who shall

certify as to the sufficiency of the security offered. Application for cancellation of

loans already sanctioned shall likewise be forwarded to the sanctioning

authority through the Accountant General in all cases. Applications shall be

received by the Accountant General only till the end of December each year.

Note 1:— The procedure to be followed in the case of applications of the Heads of

Departments will also apply to those of the Secretaries to Government

CHAPTER IX] LOANS AND ADVANCES [ 189

including the Chief Secretary, Additional Secretaries and Joint Secretaries,

Registrar of High Court and the Secretary to the Kerala Public Service

Commission.

Note 2:— The Head of the Department will record his opinion as to the sufficiency

of the security on the basis of the valuation made by the Revenue

Department in the case of advances for purchase of site. If the advance is for

the construction of a house, it should be got valued by the Public Works

Department on completion. References for valuation to the Public Works

Department may be made to the Executive Engineer (Buildings and Roads)

and those to the Revenue Department to the District Collector concerned.

Note 3:— In the case of applications for purchase of site with building the Head of

the office or Department, as the case may be, will forward the applications to

the sanctioning authority without the certificate of sufficiency of security, but

take action simultaneously to get the property valued by the Public Works

Department and the Revenue Department. He will obtain and file the

certificate of valuation and inform the Accountant General accordingly before

the time fixed for mortgaging the property expires. If the value fixed by the

Public Works Department and the Revenue Department together falls short

of the loan amount, excess will be recovered from the applicant immediately

in a lump.

(ii) On sanctioning the loan or on receipt of Government orders sanctioning the

loan, the disbursing authority concerned should get the security bond executed

and obtain all the documents specified by Government Pleader in support of the

clear title certificate. He should then arrange for all these documents being kept

under safe custody along with the mortgage deed. In the case of the loans

granted to the Heads of Departments, all these documents should be

transmitted to the Principal Sub-treasury, Trivandrum by the Secretary, Board of

Revenue, for safe custody. The details of the documents obtained should be

noted on the right hand side of the Register of Advances to Government

Employees for buildings repairing or purchasing houses (Form 38) and attested

by the Head of the Department/the Secretary, Board of Revenue as the case

may be.

The Head of Department or the Secretary, Board of Revenue, as the case may

be, will be held personally responsible in the matter of keeping the documents

under safe custody. He can, however, nominate the Chief Ministerial Officer or

the Superintendent-in-charge of Establishment Section/the Sub Treasury

Officer, Principal Sub Treasury, Trivandrum to assist him in this matter. The

documents pertaining to each loan should be kept in one cover or folder with a

label on the outside giving details of the contents. An annual verification of the

documents should also be made and the fact recorded in the register.

The Head of Department or the Secretary, Board of Revenue, as the case may

be, should also see that the insurance policies are kept alive and the insurance

amount is adjusted to the loan account, if the policy matures during the period of

repayment of advances. In the case of policies where the premia are paid by

deduction from salary bills or otherwise the loanee should satisfy his immediate

superior authority once in every three months that the premia have been

remitted and policy is kept alive. The immediate superior in turn will report the

fact to the Head of the Department who will make the necessary entries in the

remarks column of the registers of advances maintained in his office, duly

attested. Suc h reports should be sent to the Accountant General in respect of

advances sanctioned to officers who are deputed on foreign service conditions.

This proceedure should be followed in order to see that statutory dues such as

property tax, land revenue, michavaram, etc., are paid in time and the property

offered as security is kept unencumbered.

Note:— In deserving cases, Government will have the discretion to reassign

such insurance policies to the loanee before complete

repayment of the advance with interest, irrespective of the

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 190

consideration whether they have matured or not, provided the

amount of other insurance policies, if any, assigned in favour of

Government will cover an amount not less than 25% of the

outstanding amount of the advance with interest thereon at the time

when the loanee requests for the re-assignment of the insurance

policy/policies.

*(iii) The Head of Department/sanctioning authority shall authorise the Head of

Office/Drawing Officer and disburse the advance to the applicant on proper

acquittance. The sanctioning authority will specify the fact of authorisation in the

sanction itself to enable the Treasury Officer to make payment to the Head of

Office/Drawing Officer concerned on the authority of that sanction. Accordingly

the Head of Officer/Drawing Officer should follow the normal procedure of

presenting the bills for drawal of House Building Advance at the Treasury

through the Treasury bill book. In the case of joint loans a declaration shall be

obtained along with application from either of the applicants authorising the

other to receive payment in case the advance applied for is sanctioned by

competent authority.

+A certified copy of the sanction should be attached to the bill.

[Substitution

C.S.No.11/76

G.O.(P)343/76/

Fin. dated

4-11-1976.]

[Substitution

C.S.No.8/82

G.O.(P)

699/82/Fin.

dated

17-11-1982.]

(iv) Payment of the advances shall not be made unless the Head of

Department/Sanctioning authority, as the case may be certifies that all relevant

document such as title deed, mortgage deed, collateral security etc., have been

obtained and kept under safe custody.

In the case of Heads of Departments the above certificate will be furnished by

the Secretary, Board of Revenue.

Exception:— Vide Art. 244 C (Section C).

(v) In cases of House Construction Advance already sanctioned/to be sanctioned

for construction of houses on plots of land allotted by the Kerala State Housing

Board for purchase of land allotted by the Kerala State Housing Board and for

construction of houses thereon/purchase of lands with houses allotted by the

Kerala State Housing Board, the Heads of Departments concerned should

obtain from the loanees non-encumbrance certificates of the properties along

with the mortgage deeds, if the sale deed in favour of the loanees and the

mortgage deeds in favour of Government are not executed simultaneously on

the same day. Such non-encumbrance certificates should cover the period from

the date of sale of the property by the Board in favour of the loanees to the date

of execution of the mortgage deed by the loanees in favour of Government and

these certificates should be kept under safe custody along with the other

documents.

(vi) It will be the duty of the Head of the Department/Sanctioning authority/officer

concerned to see that the amount of loan is properly utilised within a reasonable

time not exceeding one year from the date of full disbursement of the loan and

to take steps for the recovery of the outstanding balances under the provisions

of the mortgage deed. When the loan is disbursed before the house is

constructed, the Head of the Department concerned must ascertain the actual

value of the building completed and see to the refund of the balance of the loan

that may remain unspent. This will be done by the Board of Revenue in the

case of Heads of Departments etc., mentioned in Note I under Article 244E. (i).

When House Construction Advance is sanctioned to an applicant to whom a

plot of land is allotted by the Kerala State Housing Board, the Officer

responsible to watch the utilisation of the loan amount, should intimate the

CHAPTER IX] LOANS AND ADVANCES [ 191

Board that Government are interested in the land allotted to the loanee as well

as in the building proposed to be constructed. He should also request the

Kerala State Housing Board to intimate him in due course the execution of the

sale deed in favour of the loanee to enable him to watch the timely execution of

the mortgage deed of the property by the loanee in favour of Government.

In cases where advances are sanctioned for constructing of houses on plots of

land allotted by the Kerala State Housing Board, the Heads of Departments

responsible for watching the utilisation of the advance, should obtain from the

loanees, before disbursement of the advance, documentary evidence to prove

that the cost of the land has been paid in full to the board and furnish a

certificate to that effect along with the bill. In cases where advances are

sanctioned for purchase of land allotted by the Kerala State Housing Board and

construction of houses thereon, such documentary evidence should be obtained

from the loanees within a period of two months from the date of disbursement of

the advance.

Along with the utilisation certificate, the officers responsible for watching the

utilisation of the loan amount, should obtain from the loanees a certificate

issued by the Kerala State Housing Board that the house has been constructed

according to the approved plan.

The officer responsible for watching the utilisation of the loan amount, should

forward utilisation certificates of loans to the Accountant General within three

months from the date fixed for the production of the utilisation certificate.

It is also the duty of the Head of the Department/sanctioning authority to ensure

that the property mortgaged to Government is kept free of any encumbrance

throughout the period of repayment of the loan. He should also forward to

Government not later than the first of the succeeding month half yearly

statements showing the particulars relating to each advance in the prescribed

form every year.

(vii) The following procedure should be observed for the disbursement of advances

for the purchase of house and house sites:—

(1) The details of the house and site or the site proposed to be bought and the

house to be built on it should be given in the application, as far as

possible. The approximate value of the land and building, should

however be indicated in the application. The value of the house proposed

to be purchased or constructed should cover two-thirds of the loan amount

applied for.

(2) After scrutiny of the application by the sanctioning authority, the amount of

advance admissible under rules will be intimated to the applicant and

he/she will be asked to produce in the following form a clear title certificate

relating to the property proposed to be purchased or on which the house

is proposed to be constructed, from the Government Pleader of the

respective districts to which the property belongs.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 192

“Certified that the applicant Sri/Sarvasree (here enter the name/names and addresses of the

applicant/applicants) has/have clear title to the properties comprised in Sy.

Nos.............................. (here enter Sy. No., Village and Taluk and the extent in each Survey

No. of the security properties) subject to the charge/liability ............................................... (here

enter the details of the charge or liability, if any) over Survey No..................................

There is no legal objection to sanction the loan applied for on the security of these

properties subject to the clearance of the above charge/liability.

Place.................................,

Date................................. Signature of the Government Pleader

II. List of documents produced by the party. (here enter the details of documents).

Place .................................

Date.................................... Signature of the Government

Pleader

III. List of documents to be kept under safe custody by Government (i.e., documents to be kept

in original and those of which certified copies have to be obtained).

(here enter the details of documents.)

Place ......................................

Date ....................................... Signature of the Government

Pleader

IV. Statement furnished by the government pleader explaining how the applicant gets clear title

to the property offered as security.

Place..............................

Date................................ Signature of the Government Pleader”

Scrutiny of the title deeds of the property will be done by the District

Government Pleaders on payment of a fee of one per cent of the loan applied

for subject to a minimum of Rs. 15 and maximum of Rs. 100 for each case or

such other rates fixed by Government from time to time. The fee in each case

will be realised direct from the applicant by the Government Pleader

concerned. In case the amount of loan applied for is less than the amount

admissible to him under the Rules and in case the applicant’s subsequent

request for the grant of the full eligible amount, after the issue of the title

certificate by the Government Pleader is entertained by Government, additional

scrutiny fee shall be payable only if further scrutiny is done by Government

Pleaders.

No fee should be realised by the Government Pleader from the applicant for

further clarification asked for on the title certificate once issued. The

documents for scrutiny and issue of clear title certificate should be forwarded to

the District Government Pleader through the Head of the Department or Office.

(3) In the case of applicants to whom plots are allotted by the Kerala State Housing

Board, Trivandrum for construction of houses, the usual title certificate from the

District Government Pleader may be dispensed with in case Government are

satisfied that the plot of land allotted to an applicant is part of Government land

assigned to the Board.

CHAPTER IX] LOANS AND ADVANCES [ 193

(4) If after scrutiny of the documents, it is found that there is no risk in

advancing money for the purpose, the sanctioning authority may sanction

the advance.

(5) The advance for the purchase of the site with house will be disbursed in full

after the assignment of insurance policies sufficient to cover 25 per cent of

the advance and the execution by the applicant of an agreement to

Government on stamp paper agreeing to purchase the property and

execute a deed mortgaging that property to Government within two months

from the date of drawal of the advance or to refund the entire amount with

interest, on failure to do so. The agreement should be in Form 36.

(6) In the case of advances for purchase of site only the price of the site not

exceeding 1/3 of the advance amount will be disbursed on execution of the

agreement and assignment of insurance policies as laid down in the

previous rule. The balance will be disbursed only after the site is purchased

and mortgaged to Government. The mortgage deed in this case should be

in Form 32.

(7) Purchase of the site and/or building mortgaging the same in favour of

Government should be completed within two months from the date of

disbursement of the advance. In the case of purchase of site alone, the

house to be built on it should also be mortgaged to Government. The Board

of Revenue in the case of heads of Departments and the Heads of the

Departments/Sanctioning authority in the case of other officers, should see

that the condition is satisfied. The Treasury Officers disbursing the advances

will intimate the particulars of the disbursement in the caseof Heads of

Departments to the Board of Revenue and to the Heads of

Departments/sanctioning authority in the case of other officers. If the

borrower fails to execute the mortgage deed within the prescribed time limit,

prompt action should be taken by the Board of Revenue or Heads of

Departments/sanctioning authorities as the case may be, to recover the

entire amount with interest in lump as agreed to in the agreement.

PROCEDURE FOR RELEASE OF MORTGAGES/POLICIES AFTER

COMPLETE REPAYMENT OF THE LOAN AND INTEREST

244F. 1. When a government servant who has taken an advance under the rules for grant of

house construction advance has remitted the principal and interest thereon, he

should makes a request for release of mortgages to the Head of

Department/Sanctioning authority concerned. When the loanee is a Head of

Department the request should be made to the Secretary, Board of Revenue. The

Head of the Department/Sanctioning Authority/the Secretary, Board of Revenue as

the case may be, should forward the request to the Accountant General for

verification. The Accountant General will verify the loan amount and recommend to

the sanctioning authority whether the security documents may be released. The

sanctioning authority may then issue formal orders for the release of securities.

The Head of Department/sanctioning authority shall then prepare a draft release

deed in Form 52 by an endorsement of the same on the mortgage deed itself. In

cases where the sanctioning authority is Government in the Finance Department, it

should then be forwarded to the Finance Secretary for execution. The sanctioning

authority will execute the deed and return it to the loanee direct with instructions to

present the document for registration before the concerned registering office within

four months from the date of execution. In cases where the sanctioning authority is

Government in the Finance Department, a copy of the instructions will be sent to the

Secretary, Board of Revenue or the Head of Department as the case may be. The

sanctioning authority will also simultaneously inform the concerned Registering

Officer to register the same and report details of registration to the sanctioning

authority. The date of execution of the deed will be noted in the Register of

Recoveries maintained by Heads of Departments against the entry of the concerned

Officer.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 194

The Life Insurance Policy/Policies shall also be released and re-assigned to

loanee(s) in Form 52 B and forwarded to the Divisional Manager, Life Insurance

Corporation of India in Form 52 C.

2. The release deeds to be executed by Government are exempt from stamp

duty vide Section 3 (b) (1) of the Kerala Stamp Act. Fees for registration of the

documents under the Registration Act will be borne by the loanees in respect of

the release deeds.

C. CYCLE ADVANCES

245. (a) Advances for the purchase of bicycles may be sanctioned to Government

servants (Gazetted or non-Gazetted) whose pay does not exceed*Rs. 1219 with

effect from 1-4-1990. The advance may be sanctioned to pensionable

employees of Government owned industrial concerns and to Work

Establishment staff also. Full-time contingent employees are also eligible for the

advance provided the sanctioning authority is satisfied that the duties attached

to the post to which the applicant belongs are of a permanent nature and that

the applicant is likely to continue in service till the repayment of the advance is

completed. Application for advances should be addressed to the sanctioning

authority (Form 40).

Substitution

[C.S.No. 4/92

G.O.(P)No.1082/

Fin. dated

18-12-1992.]

(b) The Heads of Department are competent to sanction advances for the purchase

of bicycles. They are empowered to delegate to their subordinate controlling

officers, subject to the following general conditions and also subject to such

special conditions as may be fixed by them in this regard, the power to sanction

advance for the purchase of cycle in accordance with the rules and within the

limit of the funds placed at their disposal:-

i. The power to sanction the advance to any Government servant or class of

Government servant should not be delegated to any authority lower than

the authority competent to appoint the Government servant or class of

Government servants.

ii. The power may be delegated only with the prior approval of the

Government in the Finance Department.

General conditions under which the advance is sanctioned

(c) (i) No advance will be sanctioned to a Government servant unless the

sanctioning authority considers that the possession of a cycle would

increase his efficiency. As a general rule no advance will be sanctioned

to any Government servant unless he is in permanent service. The

sanctioning authority may, however, sanction an advance to an

officiating or temporary employee who has put in a minimum continuous

service of 3 (three) years and who is not likely, as far as can be

foreseen, at the time of sanctioning the loan, to be ousted from service.

The sanctioning authority can reject any application without assigning

reasons therefore.

(ii) No second advance will be granted within three years of a previous advance

unless satisfactory evidence is produced by the Government servant

concerned to the effect that the conveyance purchased with the help of the

previous advance has become unserviceable. The sanctioning authority

should furnish a certificate with the orders sanctioning the advance that the

advance sanctioned is either a first advance or a second advance

sanctioned after a period of three years of the previous advance.

(iii) An advance shall not exceed !Rs. 1000 (Rupees One thousand only) or

the anticipated price of the !conveyance whichever is less. (This

amendment will be deemed to have come into force with effect from

1-4-1993).

![C.S.No.2/94

G.O.(P)

342/94/Fin. dated

6-5-1994]

CHAPTER IX] LOANS AND ADVANCES [ 195

(iv) The principal of the advance should be recovered in equal instalments

by compulsory deduction from the pay of the borrower beginning with the

first payment of a full month’s pay after the advance is drawn provided

that the borrower may repay two or more instalments at the same time.

The maximum number of monthly instalments in which the advance may

be permitted to be repaid will be twenty in the case of permanent and

non-permanent Government servants. In the case of non-permanent

Government servants the number of instalments should when

necessary be fixed with reference to all the circumstances at a suitable

number lower than the permissible maximum.

The whole amount of advance should be completely recovered within the

period originally fixed unless the sanctioning authority extends the period.

The amount of monthly instalments should not be changed by reason of the

borrower going on leave or his drawing subsistence allowance. In special

circumstances, the Head of the Department may recommend that the

Government should reduce the monthly instalments in a particular case for

the duration of the period during which the borrower does not draw any pay.

(v) The recovery of the interest will begin with the pay of the month subsequent

to the month in which the repayment of the principal is completed. Interest

should be calculated on the balance outstanding on the last day of each

month. If the total amount of interest does not appreciably exceed the

amount fixed for the equal monthly instalments for recovery of the principal, it

should be recovered in a single instalment; otherwise it should be recovered

in instalments not appreciably exceeding that amount.

(vi) The advance when sanctioned should be drawn within a period of 2 (two)

months from the date of sanction.

(vii) A Government servant who takes an advance should within one month after

drawing the advance furnish the Head of Office with a certificate stating the

particulars of the conveyance purchased with the advance and the cash

receipts obtained for the amount actually paid.

(viii) Within one month after the purchases of the cycle, the loanee should also

furnish the Head of Office with the licence obtained/transferred in his name

in respect of the cycle purchased, for verification.

(ix) The cycle bought with an advance paid by the Government shall be the

property of the Government until the advance is completely repaid (together

with the interest due in it).

(x) Every recipient of an advance shall give (in Form 41) an undertaking written

in three rupees stamp paper, to the effect that the conveyance will not be

disposed of either by transfer or by sale until the whole amount of the

advance together with interest is repaid.

(d) Before sanctioning an advance the sanctioning authority should satisfy itself that the

grant of the advance does not involve any departure from the rules, and that no

recovery against previous advances is outstanding against the applicant. A copy of

the order sanctioning the advance should be communicated to the Accountant

General.

The Head of Office should furnish a certificate to the audit office that he has verified

the voucher for the purchase of the cycle and the excess amount, if any, has been

refunded furnishing particulars of such refund. A copy of such certificate should be

furnished to the sanctioning authority also.

*(e) The detailed accounts in respect of the advance sanctioned to non-gazetted

Government Servants should be maintained by the Departmental Officers

responsible for disbursement and recovery of the advice.

Addition

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982]

The Head of Department will be the Chief Controlling Officer for the purpose of

reconciliation of accounts.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 196

D. MARRIAGE ADVANCE

*245A Marriage Advance: An advance amount equal to 15 times of basic pay subject to a

maximum of Rs.25,000 will be sanctioned to Class IV Employees to meet the marriage

expenses of their female children. The amount will be released in one instalment.

*Insertion

[C.S.No.2/2001

G.O.(P)No.1042/

2001/Fin. dated

18-9-2001 w.e.f.

28-8-1997.]

Eligibility for the Advance

All class IV employees who have put in continuous service of not less than five

years and have at least two years service for superannuation. Second Advance will

be sanctioned on completion of the previous advance and any one of the parents only is

eligible for the advance, in cases where both husband and wife are employed as Class IV

employees.

Interest

Interest will be 9% per annum as in the case of House Building Advance. Penal

interest at the rate of 2.5% per annum will be charged in the case of default in repayment.

Repayment

Repayment will be fixed based on the length of the remaining service. The maximum

number of instalments (Principal) admissible will be 60. Recovery will commence from the pay

and allowances for the next month onwards after the month of drawal of the advance. The

recovery should be completed (both principal and interest) before the date of retirement.

Balance if any outstanding at the time of retirement will be adjusted from the D.C.R.G.

Mode of Sanction

The competent authority to sanction the advance will be the Heads of

Departments. The Heads of Department should obtain and keep the original applications

in their office and a detailed proforma as in the case of House Building Advance and

Motor Conveyance Advance should be forwarded to Finance Department for allotment of

funds. The Heads of Departments should assess the requirement of fund in every three

months and details of application should be forwarded to Government for funds.

Accounts

The Heads of Departments should keep a detailed account of loan and

repayment in the loan register in a way susceptible to internal and statutory audit.

E. ADVANCES TO JUNIOR I.A.S. OFFICERS FOR

THE PURCHASE OF FURNITURE

246. (i) A Junior Indian Administrative Service Officer, on appointment as Assistant Collector,

may, on application to Government through the Accountant General, be granted for

the purchase of furniture and other necessary equipments an advance of Rs. 500.

The advance shall be sanctioned only if applied for within three months of the

Assistant Collector’s joining duty in this State on completion of ! either the first lap or

second lap of training. The application made by an officer who is on leave will not be

entertained. In case an officer who applies for the advance while on duty, is on leave

when the sanction is issued, payment will be made only on his return to duty.

!Insertion

[C.S.No.2/78

G.O.(P)390/78/

Fin. dated

30-3-1978]

(ii) The advance shall bear interest at the same rate as is charged on advances for the

purchase of motor conveyances.

CHAPTER IX] LOANS AND ADVANCES [ 197

**(iii) The advance shall be classified under the head of account ‘766 –Loans to

Government Servants, etc.- Other advances’- Advance for the purchase of

furniture to Junior I.A.S. Officers.]

**Substitution

[C.S.No.10/77

G.O.(P)422/77/

Fin. dated

29-10-1977.]

(iv) The advance shall be recovered by deduction at Rs. 50 per mensem from his

monthly pay commencing with the pay bill for the second month following the

month in which the advance is drawn. For example, if the advance is drawn in

January, the recovery should commence in the pay bill for March. The recovery

should continue every month, whether, the officer is on duty or leave until the

recovery of the entire amount of the advance plus the interest thereon is

completed.

(v) An Officer who draws the advance shall certify on the bill in which the first

instalment of recovery is effected that the whole amount of the advance was

utilised for the purposes for which it was sanctioned. If the whole or a part of the

advances has not been so utilised by the due date of recovery of the first

instalment the unutilised amount should be refunded to the Government

forthwith.

F. OTHER ADVANCES

247. These include advances such as those occasionally granted to Government servant who

go abroad to pursue higher studies. Special advances of this kind are granted by the

Government only in exceptional cases and for specially strong reasons. When the

Government grant a special advance, they specify in their order the conditions subject to

which it is granted.

An Officer deputed for training abroad may be granted a recoverable interest-free

advance of rupees five hundred for the purchase of equipment/warm clothing subject to

the following conditions:

(i) If the duration of the stay of the Government servant abroad as 6 months or less,

recovery will be in 10 equal monthly instalments

(ii) If the duration of the stay of Government servant abroad is more than 6 months,

recovery will be in 20 equal monthly instalments.

(iii) The recovery will commence from the salary for the month following the month in

which the advance is drawn.

*(iv) The advance will be debited to the head of account ‘766 – Loans to Government

Servants, etc.- Other advances’ under a distinct sub-head ‘Advance for the

purchase of warm clothing’.]

*Substitution

[C.S.No.10/77

G.O.(P)422/77/

Fin. dated

29-10-1977.]

+(V) The detailed accounts in respect of advance givento the non-gazetted

Government Servants are to be maintained by the Departmental Officers

responsible for disbursement and recovery of the advance. The Head of the

Department will be the Chief Controlling officer for the purpose of reconciliation

of accounts.]

+Addition

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982.]

3. Advance repayable

248. The transaction of Government business often necessitates the placing of funds at the

disposal of Government servants as temporary cash advances for public purposes. These

are subsequently adjusted as expenditure under the appropriate heads of account or

recovered from the parties concerned. When such advances are free of interest, they are

shown in the accounts as “Advances Repayable”, under the following minor heads:-

(i) Civil Advances.

(ii) Special Advances.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 198

(iii) Revenue Advances.

(iv) Forest Advances.

The rules applicable to each of these classes of advances are contained in the following

Articles. Clauses (1) and (4) (b) of Article 239 also apply to these advances.

(i) Civil advances

249. These include (a) Advance for Thiru Onam festival; (b) Other festival advances;

(c) Advances on transfer; and (d) Mosquito net advances.

(A) ADVANCES FOR THIRU ONAM FESTIVAL

250. Advance to Government servants for Thiru Onam festival will be governed by the

following rules:-

1. An advance of one month’s pay or** Rs. 175 whichever is less will be paid to all

officers under Government drawing a pay of* Rs. 1500 and below.

[C.S.No.9/82

G.O.(P)

768/82/Fin. dated

16-2-1982]

Note 1:— In the case of officers holding purely temporary and provisional

appointments, the payment of the advance will be subject to the condition that

they will continue in service until the expiry of the period of repayment.

Note 2:—Employees paid from contigencies including part-time contingent

employees and those borne on the work-charged establishment will also be

given the advance provided they will continue in service till the repayment of the

advance is over.

Note 3:—In the above cases, the drawing officers will certify that the incumbents

for whom the advance is drawn will continue in service till the repayment of the

advance is over.

2. The advance will be drawn and disbursed on the last three working days prior to

Onam holidays.

3. The advance will be recovered in five equal monthly instalments, the first instalment

being recovered from the salary drawn in October. The amount of each instalment

should be rounded off to the nearest rupee, any balance being recovered in the last

instalment. In the case of Hindu/Christian/Muslim Non-Gazetted Officers the recovery

of Thiru Onam advance will be deferred from the salary for the month in which the

holiday(s) of Deepavali/Christmas/Ramzam occur(s), irrespective of whether they

have drawn festival advance as provided in Article 76 (b) or not, and the recovery so

deferred will be effected in the pay for February to be drawn in March.

4. !The advances will be debited to the head of account “766 – Loan to Government

servants, etc., (d) Festival Advances” under respective detailed heads, “1. Onam

Advance to Gazetted Officers and 2. Onam Advance to Other Officers” in respect of

regular Government employees. In respect of teaching and non-teaching staff of

aided schools, private colleges and polytechnics the advance will be debited to the

head of account “677 – Loan for Education, Art, and culture” and in respect of

N.M.R./C.L.R. workers the advance will be debited to the head of account

“Miscellaneous Public Works Advances”]. Recoveries will be credited to the

corresponding receipt head. The drawing officers will maintain a Recovery Register of

‘Onam Advance’ in Form 53.

!Substitution

[C.S.No.3/77

G.O.(P)

38/77/Fin. dated

31-1-1977]

Note:—+ In the case of work establishment staff, the advance will be debited to the

head ‘Miscellaneous Works Advances’.

+Substitution

[C.S.No.10/77

G.O.(P) 422/77/Fin.

dated 29-10-1977]

5. +The teachers and members of the non-teaching staff of Aided Primary and

Secondary Schools will also be given this advance, by debit to the minor head

‘Primary Education’ or ‘Secondary Education’, as the case may be, below the major

head ‘677 – Loans for Education, Art and Culture’.

[C.S.No.10/77

G.O.(P)

422/77/Fin. dated

29-10-1977]

CHAPTER IX] LOANS AND ADVANCES [ 199

6. The employees of the local bodies will be granted the advance at the option of the

local bodies if the financial position of the local bodies concerned will admit of this

course.

7. The Head of the Office or the officer to whom the Head of the Office has delegated

the power of drawing establishment pay bills will sanction the advance. In the case of

Gazetted Officers who are entitled to this advance, the Head of the Office under

whom he works or his immediate superior officer if the Gazetted Officer is himself the

Head of the Office, will sanction the advance and the advance will be drawn by the

officer himself without specific authorisation by the Accountant General.

8. ** (a) The detailed accounts in respect of the advance given to the non-gazetted

Government Servants are to be maintained by the Departmental Officers responsible

for disbursement and recovery of the advance. The Head of the Department will be

the Chief Controlling Officer for the purpose of reconciliation of accounts.]

Substitution

Omission

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982]

(b) (i)** Every Gazetted Government Officer should furnish the monthly deduction

schedule towards Onam Advance in Form 53 C to be attached to the salary bill.

Substitution

Omission

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982]

(ii) The abstract should be furnished on the reverse of the recovery schedules of

one of the bills every month. Reference to the bill in which recovery schedule

containing the monthly abstract upto the end of the previous month is attached

should, however, be quoted on the reverse of the schedules appended to other

bills.* Every Gazetted Government Officer should furnish the monthly

deduction Schedule towards Onam Advance in Form 53 C to be attached to

the salary bill.

(iii) The opening balance to be furnished in the monthly abstract should include

balance outstanding at the beginning of the previous month including

outstanding balance, if any, relating to the previous year.

** (c) Deleted.

Omission

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982]

(B) OTHER FESTIVAL ADVANCES

251. (1) Advances may be sanctioned to Government servants for religious festivals like

Easter, Ramzan, Bakrid, Deepavali and Christmas.

+(2). The advances will be drawn and disbursed based on the orders issued by

Government.

+Substitution

[C.S.No. 10/77

G.O.(P)

422/77/Fin. dated

29-10-1977]

(3) The advances will be recovered in lump in the same months.

**(4) Such advances will be treated as advances of salary, and debited to the same head

of account to which the pay and allowances of the Government servants are debited.]

**Substitution

[C.S.No. 10/77

G.O.(P)

422/77/Fin. dated

29-10-1977]

@(5) Deleted @Deletion.

[C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982]

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 200

(C) ADVANCES ON TRANSFER

252. These advances are granted in accordance with the following rules :-

(a) Eligibility for Government servants for an Advance:— Advances of pay and/or

travelling allowance are granted to a Government servant who receives an order

of transfer during duty or leave.

(b) Sanctioning authority:— The authorities shown below have power to sanction

these advances to the extent indicated against each :-

Name of advance Authority competent to

grant sanction

(i) Advance of pay and travelling

allowance to Government servant in

permanent employ

All Government servants, who are

to authorised to draw pay and

traveling allowance bills of

establishments

(ii) Advances of pay and travelling

allowance to a Temporary or

officiating Government servant who

has no substantive post but who is not

likely to be discharged within four

months, and an advance of travelling

allowance only to any other temporary

or officiating Government servant who

has no substantive post

do

Note:—The Government servants authorised to draw pay and travelling

allowance bills of establishments may sanction advances of pay and travelling

allowance to themselves.

(c) (i) Conditions on which an advance is granted.— An advance should not exceed

one month’s pay plus the travelling allowance to which the Government servant

is expected to become entitled under the rules in consequence of the transfer.

Note 1.— The advance of pay will be limited to the extent of the pay the

Government servants is in receipt of immediately before transfer or the pay

that he will be entitled to after transfer, whichever is less.

Note 2:— If a Government servant holds a temporary post, or officiates in a

post without a lien on a permanent Post or officiates in a higher post but has

lien on a permanent lower post only, his pay for the purpose of this rule will

be his pay in the temporary post or his officiating pay, as the case may be.

(ii). An advance on account of a transfer should invariably be recorded on the

Government servant’s last pay certificate.

[See also Rule 168 (d) of Part V of the Kerala Treasury Code.]

(iii) The advance pay should be recovered from the Government servant’s pay in

three equal monthly instalments, and the first instalment should deducted

from the first full month’s pay drawn after the transfer. The first two

instalments should be fixed in whole rupees, and the remaining balance

including any fraction of a rupee should be recovered as the third instalment.

The advance of travelling allowance should be recovered in full in the

Government servant’s travelling allowance bill for the journey in question.

The Government servant should present this bill as soon as possible after

the close of the month in which the journey was performed, and if the

amount of the bill is less than the advance, he should refund the balance in

cash at once. When recoveries have to be made from the same Government

servant on account of more than one advance of pay drawn on transfer, the

recoveries should be made concurrently. Any amount recovered from the

CHAPTER IX] LOANS AND ADVANCES [ 201

Government servant in excess of the advance drawn should, if it remains

unclaimed for one year from the date of the last recovery, be credited as

revenue to the Government.

(iv) If any member of a Government servant’s family does not accompany him

but follows him within six months from the date of his transfer a separate

advance may be granted at the time on account of the travelling expenses

of that member, provided that no advance has already been drawn for the

same purpose.

When a single advance is drawn for the travelling expense of both the

Government servant, and his family, it may be adjusted by submitting more

than one bill, if the members of the Government servant’s family do not

actually complete the journey with him. The Government servant should,

however, certify on each adjustment bill that he will submit a further bill in

due course for the travelling allowance admissible on account of the

members of his family (to be specified) who have not yet completed the

journey and that he expects the amount claimed in that bill to be not less

than the balance left unadjusted. If necessary he should refund a part of the

balance in cash before signing this certificate.

252A. Travelling allowance advance to the family of officers who die while in service is regulated by

the following rules :-

(i) The advance may be sanctioned by the authority which would have been competent

to countersign the T.A. claims if the officer was alive;

(ii) The amount of advance may be limited to ¾ of the probable amount of T.A.

admissible under Rule 99(2), Part II, K.S.R.

(iii) The advance will be admissible to only one member of the family of the deceased

Government servant on behalf of all. It should be the widow/widower or any other

member of the family (within the definition of term “family”) who is a major and of

sound mind. The decision of the sanctioning authority as to whom the advance may

be given shall be final.

After the advance is sanctioned by the competent authority, it may be drawn by the

head of the office and paid to the member of the family authorised in this behalf.

(iv) Only one advance will be admissible irrespective of the fact that the members of the

deceased Government servant’s family travel in separate batches from the same or

different stations.

(v) The account of the advance drawn should be rendered within one month of the

completion of the journey, if the family travels in one batch. In case the family travels

in more than one batch, the account may be rendered within one month after the

completion of the journey by the last batch. In any case the journey must be

completed before the stipulated period of three months and the account of the

advance rendered within one month of the expiry of the stipulated period at the

latest. The advance should, however, be refunded forthwith, if the journey is not

completed within the stipulated period.

(vi) The surety of a permanent State Government servant of status comparable to or

higher than that of the deceased Government servant should be obtained in Form 54

before the advance is sanctioned. The person receiving the advance should also

give an undertaking in the above form in writing to the effect that he/she would abide

by the provisions contained in clause (a) above.

(vii) The advance will be interest-free and will be treated as “an advance recoverable”.[*] Deletion [C.S.No.

1/82 G.O.(P)

7/82/Fin. Dated

5-1-1982.]

(viii) The fact of the payment of the advance should be noted in the L.P.C of the

deceased Government servant.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 202

Advance for the payment of immediate relief to families of officers who die in

harness

253. An advance equal to **(five month’s basic pay or two thousand rupees) whichever is less

will be sanctioned to the family of a deceased Non-gazetted/Gazetted Officer who dies;

while in service (including members of the Work Establishment and full-time contingent

employees) for meeting the immediate requirements, if in the opinion of the Head of the

Department/Office, the family has been left in indigent circumstances upon the death of

the employee on whom it was dependent and is in immediate need of financial assistance

(for detailed rules See Appendix 10).

**[Substitution

C.S.No.1/84

G.O.(P)

203/84/Fin.

dated

11-4-1984.]

ADVANCE FOR THE PURCHASE OF MOSQUITO NETS+

+[Addition C.S.No.10/77 G.O.(P) 422/77/Fin. dated 29-10-1977.]

254. (1) The advance will be paid to all Government servants drawing a pay not

exceeding +Rs. 599 per mensum, resident or working in places where there is

risk of filariasis, provided, however, that the grant of this advance will be

restricted to officers who have put in a minimum continuous service of twelve

months under Government. In the case of officers holding temporary or

provisional appointments, and those who are on the verge of retirement, the

payment of the advance will be subject to the condition that they will continue in

service till the expiry of the period of repayment of the advance. Full-time

contingent employees are also eligible for the advance provided they are likely

to continue in service till the expiry of the period of repayment of the advance.

+[Substitution

C.S.No. 8/79

G.O.(P)

720/79/Fin.

dated 9-8-

1979.]

Note:— Mosquito net advance will be paid during the month of April and May

only and on no account will this advance be paid during the remaining months.

But this restriction will not apply to cases of refund of excess recovery of the

advance.

(2) The advance will be interest-free.

(3) The amount of advance will be limited to the amount actually required in each

case for the purchase of mosquito nets for the use of the Government servant

and his family subject to a maximum of *Rs. 100 (‘family’ includes wife/husband,

children and step-children solely dependent on the officer).

*[w.e.f. 1st April

1993.

C.S.No.2/94

G.O.(P)

342/94/Fin. dated

6-5-1994.]

(4) The Head of the Office or the Officer to whom the Head of the Office has

delegated the power of drawing establishment pay bills will sanction the

advance. In the case of Gazetted Officers who are entitled to this advance, the

Head of the Office under whom he works or his immediate superior officer if the

Gazetted Officers is himself the Head of the Office, will sanction the advance,

and the advance will be drawn by the Officer himself without, specific

authorisation by the Accountant General.

**(5) The advance will be debited to the head of account ‘766. Loans to Government

servants, etc,- Other Advances–advance for the purchase of mosquito nets for

the gazetted and non-gazetted officers.]

[Substitution

C.S.No. 10/77

G.O.(P)No.422/

77/ Fin. dated

29-10-1977.]

(6). A list of places in the State where there is risk of filariasis is given as

Appendix 8.

(7). The advance will be recovered in ten equal monthly instalments by deduction

from pay bills. The recovery will commence from the month subsequent to that

in which the advance is drawn. Recovery will be made during periods of leave

with allowances also.

(8). The advance should be used only for the purchase of mosquito nets. The officer

who takes the advance should furnish to the sanctioning authority within one

CHAPTER IX] LOANS AND ADVANCES [ 203

month after drawing the advance a certificate stating (a) that he has utilised the

full amount of the advance for the object for which it was granted or (b) that he

has refunded the balance of the advance in excess of the actual price paid for

the mosquito nets.

(9). The Gazetted Officer or the Head of the Office who draws the pay bill will attach

a certificate to the first pay bill cashed after the advance has been drawn and

utilised, that he has checked the vouchers for the purchase of the net. If the

officer draws his own salary bill the certificate should be furnished by the

Gazetted Officer under whose immediate control he is working. The vouchers

should contain information regarding the name of the officer concerned and the

shop-keeper from whom the nets were purchased.

(10). In cases where the advance has not been utilised wholly or in part within one

month, steps will be taken to recover the whole or portion of the advance from

the next pay/salary bill of the Officer.

(11). In cases where excess recovery of the advance has been made, refund may be

ordered by the authorities mentioned in clause (4) above. The sanction order

must invariably specify the lump sum credit in which the excess recovery was

included. The claim for refund should be preferred in Miscellaneous Bill Form

No. T.R. 42 to which a copy of the sanction order should invariably be attached.

(12). A subsequent advance will be sanctioned only after the expiry of five years from

the date of sanction of the previous advance. A certificate will be recorded in the

order sanctioning the subsequent advance that the net purchased with the

previous advance has become unserviceable.

*[(13) The detailed accounts in respect the advance given to the non-Gazetted

Government Servants are to be maintained by the Departmental Officers

responsible for disbursement and recovery of the advance. The Head of the

Department will be the Chief Controlling Officer for the purpose of reconciliation

of accounts.]

[Addition

C.S.No.1/82

G.O.(P) 7/82/Fin.

dated 5-1-1982.]

!254A Deleted. ![Deletion

G.O.(P) 7/82/Fin.

dated 5-1-1982.]

2. SPECIAL ADVANCES

General

255. This head includes the following :—

(i) Advances for minor irrigation works;

(ii) Advances for the eradication of plant pests;

(iii) Advances for erecting temporary sheds in plague affected areas;

(iv) Advances for the purchase of cattle feed in the farms and research stations of

the Agricultural Department; and

(v) Any other interest-free special advances, not classifiable under the other

heads.

Note:— For advances for law suits which are debited to the service head concerned as

contingent charges—See Article 102.

The general or special orders of the Government governing each class of the advance

mentioned above contain the special conditions that apply to them. The more important

provisions are set out in Articles 256 to 260.

(i) Advances for minor irrigation works

256. (a) When a minor irrigation work is constructed, +restored or repaired by an Irrigation

Officer authorised by the Government in this behalf under the provisions of the

+[Substitution

C.S.No. 10/77

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 204

Irrigation Act, the Government may remit, under provisions of the Act, a portion of

the cost of such works, but the balance of the cost shall be recovered from the

proprietors of the lands benefited by such work pro rata according to the extent of

the lands held by them in such number of equal annual instalments as

Government may determine from time to time.

G.O.(P)

422/77/Fin. dated

29-10-1977.]

Note:— The term “minor irrigation works” shall mean and include all works

irrigating an area of land exceeding five acres but not exceeding 200 acres but

shall not include lift irrigation work.

(b) When any minor irrigation work has been constructed or completely restored or

repaired, wholly or partly at the cost of Government, it shall be the duty of the

proprietors of the land benefited by such work to maintain it under the provisions

of the Act.

If the proprietors concerned fail to maintain any minor irrigation work, the Irrigation

Officer authorised by the Government in this behalf may cause such maintenance

to be carried out at Government cost, the expenditure being recovered from the

proprietors of the land benefited by the work.

+[(c) The cost of any minor irrigation of maintenance work executed under the Act will

be initially borne full by the Government , and debited to the head ‘306. Minor

Irrigation’. On completion of the work, the amount recoverable from the

beneficiaries will be transfer-debited to the head ‘706. Loans for Minor Irrigation,

Soil Conservation, and Area Development’, by operating the sub head ‘Deduct–

Amount transferred to other heads of account’. The recoveries, when effected, will

be credited to this loan head].

+[Substitution

C.S.No. 10/77

G.O.(P)

422/77/Fin. dated

29-10-1977.]

(ii) Advances for the eradication of plant pests

257. Under the provisions of the Kerala Agricultural Pests and Diseases Act, 1958 (Act 17 of

1958), the Government in the Agriculture Department may take preventive or remedial

measures to eradicate or to prevent the introduction or reappearance of any pest,

decease or weed in any local area which they consider dangerous or injurious to crops,

plants, trees, etc. *[The expenditure on this account will be debited to the head ‘850. Civil

Advances – Other departmental advances’, under a distinct sub-head. The recoveries

made from the beneficiaries –full cost of the measures taken or a percentage thereof, as

may be determined by Government— will likewise, be credited to the same head].

Where the Government happen to be occupier of any notified area, the occupying office or

department should carry out the preventive and remedial measures and debit the charges

incurred in that connection to its contingencies. When owing to default of any occupying

office or department, the Department of Agriculture carries out the remedial measures, the

expenditure incurred should be debited finally to the contingencies of the office or

department concerned.

(iii) Advances for erecting temporary sheds in plague affected areas

258. Subject to the provisions of clause (2) of Article 239, the Head of a Department (See

Appendix 1) may grant an advance not exceeding one month’s pay to each non-Gazetted

Government servant (including menials) of his department employed in a plague affected

area for erecting a temporary shed. The advance should be recovered in six equal

monthly instalments.

3. REVENUE ADVANCES

259. The following advances fall under this head.—

(i) Advances for demarcation purposes.

(ii) Advances for replacing missing boundary marks.

(iii) Advances for the removal of encroachments.

CHAPTER IX] LOANS AND ADVANCES [ 205

(i) Advances for demarcation purposes

260. The detailed rules regarding the grant of these advances and their subsequent

adjustments are contained in the Kerala Survey Manual and several orders on the subject

issued from time to time.

(ii) Advances for replacing missing boundary marks

*[261. [The detailed rules governing the replacement of missing boundary marks by the Survey

Department are contained in the several orders on the subject, issued by Government

from time to time, and in the standing order of the Board of Revenue. The expenditure will,

in the first instance be incurred by the Superintendent of Survey and Land Records,

debiting the share of expenditure chargeable to Government account to the detailed head

‘Cost of survey marks’ and that recoverable from the ryots to the detailed head ‘Cost of

boundary marks recoverable from land holders’, below ‘850. Civil Advances–Revenue

Advances – Advances for Survey Operations’. After the work is completed, the

expenditure chargeable to Government account will be transfer-debited to the head ‘229.

Land Revenue Survey and settlement operations and the cost of stones recovered from

the ryots or local bodies credited to the head ‘850. Civil Advances–Revenue Advances –

Advances for Survey Operations –Cost of boundary marks recoverable from landholders’.

The gain on account of such recovery will, however, be booked under the revenue head

‘029. Land Revenue Other Receipts—Receipts in connection with survey and settlement

operations’.

[Substitution

C.S.No. 10/77

G.O.(P)

422/77/Fin. dated

29-10-1977.]

A bill in support of these adjustments should be prepared, with a certificate thereon to the

effect that the proportionate cost of survey marks charged to Government account has

been checked and found correct. Bills for advances for replacing missing boundary marks

should be drawn by the Director in Form 42. The bill for the cost of stones should be

supported by the stone contractor’s receipts, the original pass list, and the

acknowledgements of the Village Officers taking charge of the stones.]

(iii) Advances for the removal of encroachments

261A. This advance is drawn by the Tahsildars and paid in lump sums to the Village Officers of

the taluk on their own receipts, for expenses in connection with the removal of

encroachments in cases in which the parties fail to remove the encroachments of their

own accords.

The Village Officers will recover the amounts, spent, from the parties concerned and remit

the same into the treasury.

The Tahasildars should forward to the Accountant General a monthly detailed statement

of expenditure and a monthly memo of advances and recoveries to enable him to see that

the money was spent for the purpose for which it was drawn, that the unexpended

balance is refunded promptly and that the expenditure is also recovered from the ryots

promptly.

Demand, collection and Balance Statement

262. The Tahsildar shall maintain in his office a register in the prescribed form showing the

amounts drawn and the recoveries made, and shall also submit monthly Demand,

Collection and Balance Statements to the District Collector. The District Collector shall get

the statement scrutinised in his office and get them verified by the District Treasury Officer

before the 15th of each month. He shall then prepare consolidated statements in the

prescribed forms review them and send a copy of his review together with copies of his

statement to the Revenue Board. The Revenue Board shall examine the statement and

send a consolidated statement in the prescribed form to the Accountant General. The

Revenue Board shall also review the statements at the end of each quarter, and send a

copy of the review to the Government and the Accountant General, together with copies of

the consolidated statements.

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 206

As soon as the accounts for a month are closed, the Accountant General shall send a

consolidated statement to the Revenue Board showing the opening balance, debits,

credits and closing balance under “Advances, for replacing missing boundary marks” and

“Advances for the removal of encroachments” during the month and the Revenue Board

shall see that differences, if any, between the departmental and the Accountant General’s

office figures are reconciled.

A Demand, Collection and Balance Statement for the whole year in the prescribed form

shall also be appended to the Administration Report of the Department.

(iv) Forest advances

263. A Government servant in the Forest Department who is not in charge of a Divisional

Forest Office may, in accordance with Departmental regulations, be entrusted with a sum

of money not exceeding a specified amount as an advance for executing works or for

meeting current expenditure including contingent expenses and petty disbursements

under travelling allowances.

The responsibility for the repayment of an advance rests primarily with the Government

servant who receives it, but the Divisional Forest Officer is also responsible for the

recovery of all advances made to his subordinates.

4. PERMANENT ADVANCES

264. The rules relating to permanent advances are contained in Articles 95 to 99.

(i) Demand, collection and balance statement of loans/advances

264A. All the loan disbursing officers should forward to the concerned Heads of Department a

monthly D.C.B. Statement in a suitable form as prescribed by the Head of the

Department/the Chief Controlling Officer administering the loan on or before the 10t h of

the succeeding month. Certificates in the following form should also be appended to the

D.C.B.

“Certified that Demand Notices have been issued in all cases a month before they fall due

and that the account given above represents the true statement of Demand, Collection

and Balance according to the registers of loans maintained in this office”.

“Certified that out of the arrears of Rs........................ (here specify the amount of arrears

as at the end of the preceding financial year) outstanding collection at the end of March

20.... a sum of Rs................. has been collected at the end of ................. 20..... (here

specify the month to which the D.C.B. Statement relates)”

The Heads of Departments should watch whether the D.C.B statements together with the

certificates are received from their subordinates promptly and review them regularly.

(ii) Periodical review of loans

The Accountant General will furnish the government with the annual statement of all

outstanding loans to enable the government to review the transaction.

The major loan disbursing departments should forward to government in the Finance

Department half-yearly statements as on 30th March and 30th September in the

following pro forma so as to reach government not later than the 30th April and 31st

October every year.

CHAPTER IX] LOANS AND ADVANCES [ 207

Review of the progress of recovery of loans and advances ................................

Total Amount

collected during the

half year

Balance pending

collection

Serial Number

Head of Department and Name of loan/advance

Arrears pending collection at the beginning of the half year

Fresh demand falling due for payment during the half year

Dues as per Col. 3

Dues as per Col. 4

Dues as per Col. 3

Dues as per Col. 4

1 2 3 4 5 6 7 8

(iii) Utilisation certificates of loans

(a) The sanctioning authority should stipulate in every order sanctioning loans and

advances, a time limit of not exceeding one year from the date of final drawal of the

loan, for the utilisation of the loans and advances as also for the period within which

the certificate of utilisation is to be furnished by the loanee provided, however, that

in respect of loans and advances covered by specific rules, the time limit for the

utilisation of such loans and advances and for the furnishing of certificates of

utilisation thereof will be as prescribed in those rules. The authority to whom the

utilisation certificate is to be furnished should also be specified in the order. The

utilisation certificate should clearly state that the amount of loan/advances has been

utilised for the specific purpose for which it is granted.

A register should be maintained by the authority who is responsible for watching the

utilisation of the loans and advances, in Form *55B.

[Substitution

C.S.No. 10/77

G.O.(P)

422/77/Fin. dated

29-10-1977.]

CHAPTER IX] THE KERALA FINANCIAL CODE, VOLUME I [ 208

The register should be inspected at regular intervals by the sanctioning authority or

the Head of the Department to satisfy himself that appropriate action is taken at

proper time.

(b) Loans: the detailed accounts of which are maintained by the Accountant General–

vide items (a) to (d), (i) and (j) of Art. 133.

The sanctioning authorities should furnish the utilisation certificates in respect of

each individual case where the accounts of the loanees are audited by the

departmental auditors (e.g., loans to local bodies by the E.L.F.A., etc.). The

utilisation certificates may be furnished by such departmental auditors for the total

amount of loan distributed to each loanee for the various purposes during each

year.

(c) Loans: the detailed accounts of which are kept by the Departmental officers – vide

items (f) to (h) and (j) of Art. 233.

In such cases consolidated utilisation certificates should be furnished by the Head

of the Department or the Chief Controlling Officer administering the loan. The

certificate should cover the total amount of loan disbursed by the department under

each detailed head of account and should indicate the year-wise break up of the

loan disbursed and the year-wise break up of the amount for which the utilisation

certificate is given. In respect of loans to co-operative societies, etc., the accounts

of which are audited by departmental auditors (eg., the Registrar of Co-operative

Societies), the utilisation certificate should be given by the auditors (as in the case

of loans to Local Bodies) to the Head of the Department/the Chief Controlling

Officer concerned who in turn will furnish the consolidated certificate to Audit.

Irrecoverable loans and advances–Duties and powers of officers to write

off

265. In respect of advances, for the detailed control, accounting and supervision of which the

departmental officers, are responsible it is the duty of the departmental authorities

concerned, when any advance is ascertained to be irrecoverable to take the necessary

steps to get it written off the accounts under the sanction of the competent authority, and

to advise the Accountant General when it is written off in order that he may make

necessary adjustment in the accounts. Irrecoverable advance written off will be registered

by the departmental authorities concerned in a separate record in order that any recovery

eventually found to be possible may be made.

The authorities who are authorised to remit or write off loans and advances and the extent

the powers delegated to them are contained in the “Book of Financial Powers”. Any such

remission or write off not covered by the powers specified therein requires the sanction of

Government.

Annual certificate

266. With regard to the advances repayable, the departmental officers concerned should

furnish annually to the Accountant General by the 15th July certificates of balances under

each kind of advance as they stood in their administrative accounts on the 31st of March

preceding.

CHAPTER X] THE KERALA FINANCIAL CODE, VOLUME I [ 209

CHAPTER X

DEPOSITS

Introductory

267. In connection with the transaction of public business the Government receive moneys

deposited with them for various purposes by or on behalf of various public bodies and

members of the public, and afterwards account for them by repayment or otherwise. Any

department of the Government may receive such deposits; a large number of them

relate to the revenue administration or the administration of justice. In relation to certain

classes of deposits, e.g., Deposits of Local Funds, the Government’s function is merely

that of a banker ; in connection with certain other classes, e.g., Civil Deposits, they also

control the administration of the money.

The Government sometimes decide to set aside sums from the revenues of a year or a

series of years to be accumulated as a ‘Fund’, the balance at the credit of which is held

as a deposit and expended on specified subjects. They also receive contributions from

other sources to some such funds which they administer.

The transactions relating to money of the kinds described above are accounted for in

the “Deposit Section” of the Government accounts.

This Chapter deals with “Civil Deposits” which include the classes of deposits closely

connected with the administration of various Government departments and controlled by

the Government.

Classes of Civil Deposits

268. “Civil Deposits” include—

(i) Revenue Deposits.

*(ii) Security Deposits. [Insertion.

C.S.No.2/76

G.O.(P) 30/76/Fin.

dated 19-1-1976.]

(iii) Civil Courts Deposits.

(iv) Criminal Courts’ Deposits.

(v) Personal Deposits.

(vi) Forest Deposits.

(vii) Public Works Deposits.

(viii) Trust Interest Funds.

(ix) Deposits for work done for public bodies or private individuals.

(x) Unclaimed Provident Fund Deposits.

(xi) Deposits for Government loans.

(xii) Deposits of Government Commercial undertakings.

(xiii) Deposits in connection with elections.

CHAPTER X] DEPOSITS [ 210

Revenue deposits

269. The following kinds of deposits come under this head :

*Deleted *[Deletion

C.S.No.2/76

G.O.(P) 30/76/Fin.

dated 19-1-1976.]

1. Sale proceeds of land sold for arrears of revenue and the prescribed

commission recovered from the defaulters payable to the auction purchaser.

2. Receipts of estates under attachment or about to be sold for arrears of

revenue, and deposits made by persons who apply for sales of immovable

properties to be set aside. [Kerala Revenue Recovery Act, 1968 (Act 15 of

1968)].

3. Compensation for land acquired under the provisions of the Land

Acquisition Act.

4. Fees for the survey of waste land till the land is sold in each case

5. Money received on account of all estates irrespective of their value, pending

final disposal under the orders of the competent authority.

6. Sale proceeds of articles sold under the terms of Treasure Trove Act (India

Act VI of 1878).

7. Money remitted by postal money order on account of advance payment of

refunds of revenue or refunds of deposits but returned by the Post Office as

unclaimed (See Rule 218 of part V of the Kerala Treasury Code).

8. Pensions remitted by postal money order but returned by the Post Office as

unclaimed.

9. Sale proceeds of wrecks which are the property of the State Government.

10. Sale proceeds of land or other property sold which are not at once paid to

the land-holder concerned.

11. Deposits for lands to be acquired for public bodies or individuals.

12. Sums of money tendered by private persons or corporate bodies as rewards

for detection of crime or other good work.

13. Amount of closed Savings Bank Account pending payment for want of

heirship certificate, etc.

14. Commission fee deposited in connection with forest or other cases.

15. Undisbursed amounts of the final contract certificates except those of the

Public Works, one month after the certificates have been passed for

payment and with the sanction of the Head of the Department concerned.

16. Deposits of Jenmikaram collections.

Note:— Other deposits may be accepted under the orders of the Accountant General or

the District Collectors.

*Deleted. *Deletion

[C.S.No.12/79

G.O.(P)930/79/Fin.

dated5-11-1979].

17. Security deposits of the mining leases and prospecting licence holders of the

Geological Department.

18. Undisbursed amount of subsidy for dewatering operation of Punja land due

to the legal heirs of the contractors who die before payment.

CHAPTER X] THE KERALA FINANCIAL CODE, VOLUME I [ 211

19. Deposits remitted towards preliminary expenses by applications for mining

leases as required under clause 2 (b) of rule 22 of the Mineral Concession

Rules, 1960.

20. Amount due to cultivators towards cost of paddy and rice refused to be

accepted by them.

21. Cost of grain due to a dealer when his business is transferred to another

dealer consequent on the cancellation or suspension of his business.

22. The Malikhana Allowances returned by the Post Office unpaid.

23. Arrears of rent due to Sreepadam Palace and collected from the landholders

of Sreepadam Villages.

[**24 [All moneys received in the progress of execution of decrees under rule 81

of the Kerala Co-operative Societies Rules framed under the Kerala Cooperative

Societies Act, 1969.]

Insertion

[C.S.No.10/76

G.O.(P)

332/76/Fin.dated

26-10-1976].

+269A [The following transactions relating to all non interest bearing deposits (other than those

pertaining to Public Works Department ) are included under this head.

+Insertion

[C.S.No.2/76

G.O.(P) 30/76/Fin.

dated 19-1-1976].

1. Earnest money deposit made by intending tenderers in all departments are

credited to security deposits. No previous authority of a departmental officer

is necessary, but the depositor must state the designation of the officer in

whose favour he makes the deposit and that designation must be stated on

the receipt given by the Treasury.

2. Initial deposits made by intending bidders at auction sales.

Note:— Selling officers are authorised to receive the initial depositors return

those of unsuccessful bidders at the close of the day’s sale and remit to the

Treasury the initial and further deposits made by successful bidders. The

gross transactions should however be included in the Government account –

See Rule 6 (2) (h) of Part I of the Kerala Treasury Code. Deposits of

unsuccessful bidders which are not returned at the close of each day’s sale

will be remitted into the Treasury.

3. Security deposit received from the lessees of the usufructs of the

Government trees or compounds.

4. Security furnished in cash by a Government servant or a contractor (except

in the Public Works Department ) and not converted into an interest bearing

form of security. (See Articles 304 and 305).

5. Deposits made by the students of the Survey Schools.

6. Security deposits for revenue under M.V. Act, 1939].

Civil Courts' Deposits

270. This head comprises deposits ordered by the High Court, the District Judges, Sub

Judges and District Munsiffs and the Panchayat Courts, and includes the following

items:—

1. Sale proceeds of interstate property.

2. Moneys received in Civil Courts for the service of summonses, for batta of

witnesses and for other similar purposes.

CHAPTER X] DEPOSITS [ 212

3. Fees for printing copies of judgements pending payment to the printers.

4. Sums received in Civil Courts in satisfaction of decrees.

5. Stamp fees for succession certificates, pending orders on the application

[Section 379 of the Indian Succession Act, 1925 (Act XXXIX of 1925)].

Note:— When a succession certificate is granted, the court concerned should

issue a cheque payable to the Treasury Officer for the amount representing

the value of the court-fee stamps which the Court desires him to supply in

Exchange. On receipt of the cheque, the Treasury Officer should supply the

court-fee stamps required and adjust their value to the debit of “Civil Courts’

Deposits” and credit of “Sale of court-fee Stamps”.

6. Amount attached by Civil Courts from salaries.

7. Travelling allowances of the Examiner of Questioned Documents and his

staff collected in advance from private parties.

Criminal Courts Deposits'

271. This head includes the following items:—

1. Compensation fines and costs due to injured party and not to the Government

in both appealable and non-appealable cases. In cases subject to appeal they

should be kept in deposit till the period allowed for presenting the appeal has

elapsed, or if an appeal be presented, till it is decided; and then they should

be paid to the rightful claimant, if claimed or continued in deposit till they lapse

under the ordinary rule.

2. Sale proceeds of unclaimed perishable property.

Note:— If unclaimed property be sold because it is perishable and cannot be

kept, or for the benefit of the owner, the proceeds should be held for six

months in deposits.

3. Moneys received in Criminal Courts for service of summonses, for batta of

witnesses and for other similar purposes.

4. Copying fees.

5. Sale proceeds of property attached for evading warrants— for two years.

6. Receipts relating to attached disputed property, till it is restored (Section 146

of the Criminal Procedure Code).

7. Travelling allowances of the Examiner of Questioned Documents and his staff

collected in advance from private parties.

8. Surplus sale proceeds of unclaimed impounded cattle for 3 months. [See

Section 16 of the Kerala Cattle Trespass Act, 1961 (Act 26 of 1961)].

Note:— In the case of distrained cattle, the sale proceeds should be kept in

deposit pending confirmation of the sale.

Personal Deposits

272. This head includes the transactions on account of the following:—

1. Kakur Estate Fund.

2. Mathilagom Fund.

3. Sripandaravagai Fund.

4. Devaswom Fund.

5. Palace Funds.

CHAPTER X] THE KERALA FINANCIAL CODE, VOLUME I [ 213

6. Hindu Religious Charity Fund.

7. Treasury Cash Orders.

8. Funds collected by the irrigation Block Boards.

9. Cash property of prisoners in Jails at convenient intervals. They should not be

held long by the Jail Department.

10. District Cattle Pound Funds

11. Wards’ Estates and attached Estates.

12. Official Receivers’ and Official Assignees’ Deposits.

13. Police Funds.

14. Anti-Tuberculosis Fund.

15. Co-operative societies under liquidation.

16. Cash deposits of patients in Government Hospitals (Cash receipts other than

cash deposits towards hospital stoppages).

17. Caution money collected by Government institutions such as Colleges,

Hostels, Agricultural and Commercial Schools, the Public Library, etc.

Note:— Other personal deposits made by Government servants in their official

capacity may not be accepted without the special sanction of the Government

for opening a banking account with the Treasury.

Public Works Deposits

273.

(See also Article 73 of Kerala Account Code Vol. III).

This head comprises transactions of the following classes:—

1. Cash deposits received from contractors as security including percentage

deductions made from their bills.

2. Deposits for work to be done.

3. Sums due to contractors on closed accounts.

4. Miscellaneous deposits including (until clearance) all items of receipt the

classification of which cannot at once be determined or which represent

accounting errors awaiting adjustment.

Trust Interest Funds

274. Transactions relating to interest on Trust items held by the Treasurer of charitable

Endowments or on account of Miscellaneous Trusts are recorded under this head.

Deposits for work done for public bodies or private individuals

275. These deposits are made with the Government by local or other bodies financially

independent of the Government to cover the payment of compensation for land which

the Government propose to acquire for such bodies under the Land Acquisition Act.

Unclaimed Provident Fund Deposits

276. Amounts standing to the credit of subscribers to Provident Funds under the control of

Government are transferred to the head ‘Unclaimed Provident Fund Deposits’ at the end

of a year if they have remained unclaimed for a period exceeding six months

(Government have allowed Government employees retiring from service to retain their

credits in Provident Funds for six months with interest) from the date they become

payable. Before such transfer the Head of Department shall be consulted to ascertain

the whereabouts of the subscriber or his claimants and information failing, the intention

CHAPTER X] DEPOSITS [ 214

to transfer the credits to unclaimed Provident Funds deposits’ shall be notified in the

gazette.

Deposits for Government Loans

277. This head is operated temporarily whenever the Government raise a loan in the open

market.

Forest Deposits

278. The transactions of the following classes come under this head :—

1. Cash deposits received from contractors as security including percentage

deductions made from their bills.

2. Deposits for work to be done.

3. Sums due to contractors on closed accounts.

4. Other miscellaneous deposits.

Deposits of Government Commercial undertakings

279. The transactions under this head are similar to those done by the Civil Departments

under the head “Revenue Deposits”.

Deposits in connection with elections

280. Deposits of candidates standing for elections to the State Legislature and Parliament

and deposits on challenged votes received in connection therewith come under this

head.

General Principles and Rules

281. (a) The treasury should not credit any amount under a deposit head without the formal

sanction of the competent authority. As a general rule, no amount should be

credited under a deposit head if it can be properly credited to some other known

head in the Government account. The Treasury or Sub-Treasury Officer should see

that this rule is strictly followed and make representations to the court or other

authority ordering the acceptance of a deposit, if he considers that the amount

should be credited under some other head of account.

In particular, the following items should not be treated as deposits but should be

credited, on receipt, to the departmental head of account most nearly concerned, in

accordance with the authorised procedure:—

1. Revenue paid to the Government on account of a demand not yet due.

2. Land revenue and cesses collected in one taluk on account of another.

3. Receipts for which full particulars are not available.

Note:— These should be credited as miscellaneous receipts and adjusted to the

proper head subsequently, if necessary.

4. Any pay, pension or allowance or part thereof on the ground of the

absence of the payee or for any other reason except to the extent

indicated in items (13) and (28) of Article 269.

5. Fines realised in cases in which an appeal is pending except to the

extent indicated in Article 271.

6. Refunds whether of stamp or other receipts.

Note:— Such amounts can be drawn only on the appearance and on the receipt of

the person entitled to them after the production of due authority; on no account may

they be charged on the receipt of an official and lodged in deposit pending demand.

7. Sale proceeds of unclaimed property, except to the extent indicated in

Article 271.

CHAPTER X] THE KERALA FINANCIAL CODE, VOLUME I [ 215

8. Initial receipts of less than one rupee and balances of deposits due for

refunds of less than one rupee, except when they are credited to a

deposit head under the orders of a Court or received in connection with

the acquisition or sale of land.

9. Sale proceeds of Government property, rights, etc., such as land,

buildings, building site, lease of fishery and fines levied for unauthorised

cultivation or appropriation of land in the Revenue Department.

10. Sale proceeds of minor forest produce, fuel, sandalwood, etc., in the

Forest Department.

11. Tree tax, registration fees on Arrack Shops and kisth amount of Excise

shops in Excise Department.

12. Fines out of which rewards are payable.

13. Rewards of informers.

14. Advances made by land-holders to pay the surveyors engaged in the

partition of their estates.

(b) No transactions other than cash transactions may be accounted for in the

deposit section of the Government Account. Security deposits received from

contractors, etc., in forms other than cash, and jewels or other property

received for safe custody and return in kind should be brought on to the special

registers prescribed for the purpose. They should not be credited as revenue

or brought on to the deposit register, even though their value is stated in

money (See Article 287).

(c) No money tendered as Personal Deposits by private individuals or by

Government servants acting otherwise than in their official capacity and no

funds of quasi-public institutions, even though they are aided by the

Government, may be accepted for deposit in a treasury except under an order

of the Government.

(d) The procedure to be followed by Government servants in paying moneys

received as deposits into the treasury or the bank and subsequently

withdrawing them, when necessary, for repayment to the depositors or other

persons entitled to them is prescribed in the Kerala Treasury Code.

Lapse of deposits to the Government

282. In certain circumstances deposits lapse to the Government and are credited to the

Government under the appropriate revenue head of account. The following rules specify

these circumstances :-

1. Revenue Deposits.— Deposits not exceeding five rupees unclaimed during the

whole of a financial year, balances not exceeding five rupees in each case of

deposits partly repaid during the year, then closing, and all deposits unclaimed

for more than three complete financial years should be credited to the

Government at the close of March in each year. For the purpose of this rule,

the age of a deposit or the balance of a deposit not yet repaid should be

reckoned from the date of the original deposit and not from the date of the last

repayment.

Exception 1:— The security deposits of the mining leases and prospecting

license holders of the Geological Department will not lapse during the currency

of the lease deed.

Exception 2 :— In the case of security deposits for granting permits to tourist

motor vehicles, the amount deposited will be allowed to remain under

“Revenue Deposits” even after three years. After the applications for permit are

considered by the State Transport authority, the entire amounts deposited by

the unsuccessful applicants will be refunded to them and if any refund from the

security deposit becomes necessary in the case of a permit holder, a refund bill

will be issued.

CHAPTER X] DEPOSITS [ 216

2. Civil Court’s Deposits:— The lapsing of these deposits to the Government is

governed by the rules issued by the High Court in this behalf.

3. Criminal Court’s Deposits:— These deposits lapse to the Government in the

same manner as “Revenue Deposits”– item (1) above.

4. Forest Deposits:— These deposits lapse to Government in the same manner

as “Revenue Deposits”- item (1) above.

5. Personal Deposits:— (a) Official Receiver’s Deposits.— The lapsing of the deposit

is governed by Rule XXXII of the Kerala Insolvency Rules, 1959 made under

section 83 of the Insolvency Act, 1955 (Kerala Act II of 1956).

Exception.— In the case of certain deposits such as caution money taken from

students, apprentices, etc., the time-limit for lapse will be as indicated in the

respective rules requiring those deposits.

(b) Cash deposits of patients in Government Hospitals:— (cash receipts other than

cash deposits towards hospital stoppages.)

(c) Deposit Accounts not acknowledged by the Administrators and not operated by

them for more than three financial years.

(d) Other Personal Deposits:— The balances in the Personal Deposit Accounts

other than the accounts of those mentioned in items (a) and (b) above do not lapse

to Government. However Personal Deposits Accounts administered by the

Government Officials, which are created by debiting the Consolidated Fund except

such accounts which are created by any law or Rule having the force of law* and

the money order Personal Deposit Accounts opened for payment of money order

pension should be closed at the end of each financial year by minus debit of their

balances to the relevant service heads in the consolidated fund, and personal

deposit accounts being opened next year, again, if necessary in the usual manner.

Insertion.

[C.S.No.4/87

G.O.(P) 426/87/Fin.

dated 8-5-1987].

These deposits lapse to Government if they remain unclaimed for more than three

complete financial years.

6. Public Works Deposits:— These deposits lapse to the Government in the same

manner as “Revenue Deposits”- item (1) above, except that the age of a

Public Works Deposits or the balance of a Public Works Deposit not yet repaid

should be reckoned from the date when the deposit or the balance, as the case

may be, first becomes repayable.

7. Deposits of Government Commercial Undertakings.— These deposits lapse to

Government in the same manner as Public Works Deposits.

282A. A deposit credited to the Government under Article 282 should only be repaid with the

previous sanction of the Accountant General. He will authorise payment on being

satisfied:-

1. that the item was really received ;

2. that it was credited to the Government as lapsed;

3. that it is claimed by a person who might have drawn it before it lapsed; and

4. that the competent departmental authority has signed the refund application

and furnished the necessary certificates as to the claimant’s identity and title to

the amount (See also Article 37).

*Note:- A deposit, the detailed account of which is kept at the Treasury may be

refunded without the sanction of the Accountant General. The Treasury Officer

shall, before authorising refund in such cases, ascertain that the item was

really received and is traceable in his records, was carried to the credit of

Government as lapsed and was not paid previously and that the claimant’s

identity and title to the money are certified by the Officer signing the

application for refund.

*Addition.

[C.S.No.4/85

G.O.(P)450/85/Fin.

dated 6-8-1985]

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 217

CHAPTER XI

LOSSES OF PUBLIC MONEYS OR PROPERTY

Securities and general principles for fixing and enforcing responsibility

General

283. The Government will hold a Government servant personally responsible for any loss sustained by

the Government through fraud or negligence on his part, and also for any loss sustained through

fraud or negligence on the part of any other Government servant to the extent to which it may be

shown that he contributed to the loss by his own action or negligence (See also Article 8).

The cardinal principle governing the assessment of responsibility for such losses is that every

Government servant should exercise the same diligence and care in respec t of all expenditure from

public funds under his control as a person of ordinary prudence would exercise in respect of the

expenditure of his own money (See also Article 40).

An officer’s honest errors of judgement involving financial loss may be deserving of condonation if he

can show that he has done his best upto the limits of his ability and experience. Where, however, an

officer is dishonest, careless or negligent, in the duties entrusted to him, and causes loss to

Government, the case is clearly one for punishment and enforcement of personal liability.

Rules to be observed in cashing bills or in remitting money from one office to another

284. A Government servant who has to arrange for public moneys to be carried from one place to another

by a messenger should take all reasonable precautions to prevent any loss in transit due to

misappropriation of the moneys by the messenger or any other cause. He should pay due regard to

all relevant factors including the status of the messenger employed and the distance over which the

moneys have to be carried. As far as possible, he should use for this purpose only permanent

Government servants whom he knows to be reliable. When the amount to be carried is considerable,

he should not entrust it to a single low-paid subordinate.

The following rules should be observed in cashing bills or in remitting money from one office to

another.

1. Generally only persons (peons, clerks, etc.) of proven reliability should be engaged in the

transmission of Government moneys.

2. Peons may be permitted to carry amounts upto *Rs. 50,000. *[Substitution

C.S.No.1/96

G.O.(P)

526/96/Fin.

dated

6-8-1996

w.e.f.

6-8-1996.]

3. Above *Rs. 50,000 upto Rs. 1,00,000 one class III employee and a peon may be engaged.

4. If the amount is above Rs. *1,00,000 one supervisory officer and a peon may be engaged. [Substitution

C.S.No.1/96

G.O.(P)

526/96/Fin.

Dated

6-8-1996

w.e.f.

6-8-1996]

Note 1:— Officers may use their discretion as to the persons to be employed for the

purpose. New rec ruits should not however be employed.

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 218

Note 2:— Special arrangements should be made whenever necessary for the transmission of

large amounts of cash involving *Rs. 2,00,000 or more. Officers should use their discretion in the

matter, taking into consideration the kind of vehicle engaged and the distance to be covered. If

departmental vehicles are available they should be used for the purpose. If police escort is

considered necessary, it may be obtained on requisition to the police authorities concerned.

Note 3:—@ [If more than one person is engaged for encashment of bills with reference to the

above rules, the bill should be endorsed in favour of the person belonging to the higher/highest

grades among the persons so engaged. The drawing officer may engage persons specified

against a higher monetary limit for encashment of bills falling with in a lower monetary limit. They

may engage persons falling within a lower monetary limit against a higher monetary limit, only

when the sanctioned strength of the members of the staff of the office does not permit him to

satisfy the above rules. In such cases, the necessity of such an endorsement should also be

certified in the bill by the drawing officer. The services of the Executive Officers may also be

utilised in office where there are no categories of employees mentioned in the previous subparagraph.

@Insertion.

[C.S.No.5/

76 G.O.(P)

158/76/Fin.

dated

7-6-1976.]

Note 4:—** The above provision do not apply to remitting of cash and other valuables to and from

the Treasuries which are always to be sent with police escort and for which the provisions of the

rules in Part VI of Kerala Treasury Code Vol. I shall apply. However, the above provisions should

be observed by the Treasury Officers for the drawal of imprests from the Bank and the remittance

of imprest balance into the Bank, if no police escort is provided for such withdrawals and

remittances.

**[Substitution

C.S.No.3/83

G.O.(P)

719/83/Fin.

Dated

9-11-1983

w.e.f.

15-7-1982]

285. One important method by which the Government endeavour to minimise the risk of losses and ensure that

it shall be possible to recover the amount of any loss that may be sustained is (1) by taking of adequate

Fidelity Insurance covers in respect of posts to which the custody or handling of Government cash or

stores is assigned and (2)by taking adequate security from contractors who supply stores or executive

works for the Government.

SECURITY DEPOSITS

Fidelity Insurance - Government Servants

286. The amount of security required for each security post to be covered by Fidelity Insurance should be fixed

with due regard to the circumstances and local conditions in accordance with the rules contained in the

departmental code or manual concerned and the relevant special orders of Government, if any. Where no

definite orders or rules already exist Government servants in charge of offices will be responsible for

reporting to their superior officers, and the latter to Government, as to the necessity or otherwise for

security being taken in any particular case and the Government will determine the amount of the security

to be obtained with due regard to the circumstances of each case.

The amount should be fixed at a sum equal to the maximum amount which the holder of the post ordinarily

has in his hands at any one time. The Head of the Office should see that the amount of cash or valuables

left in the hands of the Government Servant holding such post is not more than the amount fixed for that

particular post to be covered by Fidelity Insurance.

All Heads of Departments will forward to the State Insurance Officer, the details of the posts for which

Fidelity Insurance covers are necessary, the amounts of the policies etc. On receipt of such details the

State Insurance Officer will issue policies in each case. The premium on such policies will be paid by the

respective departments from their contingencies. The Head of the Department will see that the insurance

policies are kept alive.

* [Collective Fidelity Guarantee Insurance Policies will be issued covering all the employees in security

posts in a department, if there are more than one such post in a department. In such cases the names of

the employees, the names of the posts, the sum guaranteed for each post and the number of such posts

in the department will be shown in the policy. Such policies will be for a period of 12 months and renewed

from time to time.

*Addition

[C.S.No.6/

67 G.O.(P)

96/77/Fin.

Dated

16-3-1977]

A register for watch the timely remittance of premium towards the Fidelity policies taken collectively will be

maintained in Form 43 (K.F.C Vol.II) by each department.]

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 219

Security Deposits—Contractors

287. Whenever a private person or firm contracts with the Government to supply stores or execute a

work, he or it should, unless exempted by a competent authority, be required to give security for the

due fulfilment of the contract and suitable provisions regarding the security should be incorporated in

the agreement executed with reference to Article 140 (ii) and 181 a reference to the agreement

should be recorded in the Register of Security Deposits. This Register should be in Form 43 except

when some other form is specially prescribed in the rules or orders applicable to any department.

In all contracts entered into on the part of Government under which sums of money are payable by

contractors, adequate security should be taken for sums being paid as they fall due. Where the

circumstances are such that security cannot conveniently be furnished the contractors should be

required to pay the sums due on the contract quarterly in advance; and the instalments on account

of each quarter should be paid at least a month before the beginning of the quarter for which the

advance payment is required. In default the contract should at once be cancelled and new

arrangements made so that as far as possible Government may be protected from loss.

These orders apply not only to Government leases and contracts, but also to similar engagements

on the part of local bodies, in cases which are not specifically provided for in the departmental rules.

What has to be specially guarded against is the overlooking of the demand outstanding on account

of contracts till the end of the year for which they are current, by which time heavy balances are

liable to accrue and it may become impossible to effect full recovery and secure necessary

adjustment.

+Deleted +[C.S.No.

10/80

G.O.(P)

668/80/Fin.

dated

26-9-1980.]

Form of Security and conditions on which they are accepted

288. The Security taken from a contractor should be in one of the following forms subject to the conditions

noted against each, or partly in one and partly in another of these forms when this is specially

permitted by the departmental authority authorised to accept the security.

Forms Conditions

1. Cash. The Government will pay no interest of any

deposit held by them in the form of cash.

2. Government Promissory Notes,

Municipal Debentures, Port Trust

Bonds or Bonds and/or Debentures

issued by the Kerala Financial

Corporation and Jenmikaram

Payment (Abolition) Bonds

The securities should be accepted at 5 per cent

below the market price or at the face value which

ever is less, and should be duly endorsed in

favour of the prescribed authority in accordance

with the rules the Government Securities Manual.

Public Works and Forest Contractors who furnish

security in this form should be required to

endorse the securities in favour of the Executive

Engineer in the Public Works Department and the

Divisional Forest Officer in the Forest Department

respectively.

Note:- Contractors who furnish security in the form of Government Promissory Notes may endorse the

security in favour of Assistant Engineers also in the Public Works Department.

3. Stock Certificates of the Central or

State Government.

These should be accepted at 5 per cent below the

market price or at the face value whichever is less.

The person who furnishes these certificates as

security should transfer them to the prescribed

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 220

authority (in the name of his office) by registration in

the books of the Public Debt Office and produce

evidence of such registration before the certificate

are accepted as security deposits. Similarly when

the certificate has to be returned to the person who

has furnished it, the authority concerned should

effect the retransfer by registration in the Public Debt

Office.

4. National Savings Certificates,

Government of India 12 years

National Plan Savings Certificates

and 10 Year Treasury Savings

Certificates

These Securities should be accepted at their

surrender value.

5. 12 Years National Defence

Certificates and 10 Year Defence

Deposit Certificates

These securities should be accepted at their

surrender value.

6. Treasury Savings Bank Deposits Contractors and foremen of chitties may open

accounts in the Treasury Savings Bank and pledge

their pass books in the name of the departmental

authority which takes the security, under the

Treasury Savings Bank Rules, See Appendix 3 to

the Kerala Treasury Code. The deposits may be in

the name of the depositor, who should, however,

sign a letter of agreement to the Savings Bank

binding himself not to draw the money without the

sanction of the Government Officer to whom the

security is pledged and authorising the Savings

Bank to pay the money to that Officer if required.

7. Post Office Savings Bank Deposits A pass book for a deposit made under Rule 45 (b) of

the Post Office Savings Bank Rules may be

accepted as security provided that the depositor

has signed and delivered to the Postmaster a letter

in the prescribed form, as required by Rule 45 (f) of

these Rules. Alternatively the contractor who

furnishes security may offer security in the form of

cash with a request that it be deposited in the Post

Office Savings Bank in the name of the pledgee

(departmental authority which takes the security) in

accordance with Rule 45 (g) of the Post Office

Savings Bank Rules (See Article 290).

8. Post Office Cash Certificates The Certificates should be formally transferred to the

pledgee with the sanction of the Head Post Master

in accordance with Rule 5 of the Post Office Cash

Certificate Rules, and should be accepted at their

surrender value at the time of tender.

9. Deposit Receipts of Recognised

Banks and Co-operative Societies

approved by Government for the

purpose

(i) The deposit receipt should be made out in the

name of the pledgee or if it is made out in the

name of the pledgers the Bank should certify on if

that the deposit can be withdrawn only on the

demand or with the sanction of the pledgee ;

(ii) The depositor should agree in writing to

undertake any risks involved in the investment ;

(iii)The Bank should agree that, on receiving a

signed treasury chalan and a withdrawal order

from the pledgee in respect of the deposit or any

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 221

part of it, it will at once remit the amount specified

into the nearest treasury along with the chalan

and send the treasury receipt to the pledgee ;

(iv)the responsibility of the pledgee in connection

with the deposit and the interest on it ceases

when he issues a final withdrawal order to the

depositor and sends an intimation to the Bank

that he has done so.

Note 1:— The Deposit Receipts of the following Co-operative Banks will be accepted as security and

earnest money deposits of Government contractors, without any limit and without obtaining counter–

securities from the Banks.

1. The Kerala State Co-operative Bank.

2. The Thiruvananthapuram District Co-operative Bank.

3. The Kollam District Co-operative Bank.

4. The Alappuzha District Co-operative Bank.

5. The Kottayam District Co-operative Bank.

6. The Ernakulam District Co-operative Bank.

7. The Thrissur District Co-operative Bank.

8. The Palakkad Co-operative Central Bank, Limited.

9. The Malabar Co-operative Central Bank, Limited

10. The Kannur District Co-operative Central Bank, Limited.

. 11. *Thiruvalla East Co-operative Bank Limited

12. *Cranganore Town Co-operative Bank Limited.

13. *Ottappalam Co-operative Urban Bank Limited.

14. *Kottayam Co-operative Bank Limited.

15. *Tirur Co-operative Urban Bank Limited.

16. *Calicut Co-operative Urban Bank Limited.

*Insertion.

[C.S.No.1/8

6

G.O.(P)65/8

6/Fin. dated

15-1-1986.]

Note 2:— Deposit receipts of the following Banks produced by contractors for Departmental work

and made out in the name of the pledgee will be accepted as valid only if the Bank concerned lodges

with Government sufficient Government Securities to cover the amount of the receipts with a margin

of 5 per cent on the market value.

(1) The Indian Overseas Bank

(2) The South Indian Bank.

(3) The Bank of India

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 222

In the case of deposit receipts of the Reserve Bank of India, the State Bank of India, the

State Bank of Travancore, the Kerala State Co-operative Bank, the Cochin Central Cooperative

Bank, Thrissur, the condition relating to 5 per cent margin is not applicable.

Note 3:— Alternatively, security deposits given under the Bank Guarantee Scheme (details of which are

given in Appendix 9) may also be accepted.

Note 4:— Individual Deposit Receipts or guarantees of approved scheduled Banks upto Rs. 5,000

(Rupees five thousand only) furnished as Earnest Money Deposits of contractors will be kept outside the

purview of the Bank Guarantee Scheme and can be accepted by the Departments of the Government.

The following Scheduled Banks have been approved for the purpose of accepting their individual Deposit

Receipts or Guarantees upto Rs. 5,000 (Rupees five thousand only) as Earnest Money Deposits of

contractors without obtaining any counter-security from the Banks subject to a limit of Rupees one lakh

for each Bank at any time.

NAME OF BANKS

1. Bank of Madura.

2. Canara Bank.

3. Central Bank of India.

4. Indian Bank.

5. Indian Overseas Bank.

6. South Indian Bank.

7. State Bank of India.

8. State Bank of Travancore.

9. State Bank of Mysore.

10. Nedungadi Bank.

11. Syndicate Bank.

12. Bank of Baroda.

13. Bank of India, Bombay

14. Canara Banking Corporation, Udipi.

15. Devkaran Nanjee Banking Company.

16. Punjab National Bank.

17. Union Bank of India, Bombay.

18. United Commercial Bank, Calcutta.

19. The Vijaya Bank Ltd., Mangalore.

20. The Catholic Syrian Bank Ltd., Trichur.

For the purpose of reviewing whether the ceiling limit has been exceeded, the Banks will

send to the Finance Department, at the end of January every year consolidated lists of

pending Fixed Deposit Receipts or Guarantees upto Rs. 5,000 issued by them towards

Earnest Money Deposits of contractors during the previous year along with the certificates

that the limit of Rs.1 lakh was not exceeded at any time during the previous year.

The State Bank of India and the State Bank of Travancore are exempted from the ceiling limit

of Rs. One lakh.

Forms Conditions

10. Other forms of Security specifically

approved by the Government for

acceptance in any particular department,

eg., Mortgages on real property and

Security in any such form should

be accepted in the particular

department concerned only in

accordance with the rules and

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 223

personal security in the Revenue

Department.

conditions laid down in the

relevant Departmental Code or

Manual or in special orders of

the Government.

*11 Investment in the Bhadratha Social

Security Scheme

The Security coverage will be

confined only to the actual

amount initially invested by the

depositor, as indicated in the

Bhadratha certificate.

Added

[C.S.No.2/89

G.O.(P)

374/89/Fin. dated

24-8-1989.]

Note 1:— When a work is executed on the piece-work contract system, security may

also be taken in the form of percentage deductions made from the contractor’s bills (See

Article 179).

Note 2:— Before accepting a Government Promissory Note as security, the officer

accepting it should see that the Note is not torn or damaged or crowded with writing, as

otherwise it requires to be renewed, that the transfer endorsements made thereon are in

proper order, and that there is no reason to question the signature of the endorser.

Ordinarily if the signature is in English, it should agree letter for letter with the endorser’s

name as spelt in the transferring endorsement. He should also see that the chain of the

endorsements on the Note is complete, that is, that the persons or officers who endorse

the Note away are the same as those in whose name it already stood or to whom it has

been endorsed. An endorsement signed “for” any other person is invalid unless it is

supported by a Power of Attorney.

If there is any doubt about the regularity of endorsements, the depositor may be

required to have the Note renewed in his own name.

Endorsements to or by any person “in trust for” any other, or as ‘trustee of’ anything are

also invalid. All words relating to the trust must be expunged under the initials or

signature of the person in whose endorsement they occur. Endorsements written upon a

piece of paper attached to a Note are also invalid

If all the transfer columns on the reverse of a Note are used up, the Note should not be

accepted as it would not be possible to re-transfer the same in favour of the depositors

when the security is released. The endorsement should be unconditional.

289. Security furnished in cash by a contractor may be converted at the cost of the depositor,

into one (or when specially permitted, partly into one and partly into another) or the

interest bearing forms of security mentioned in items (2) to (9) in the preceding article,

provided—

(i) that the depositor has expressly requested in writing that this be done; and

(ii) that the acceptance of the new form or forms of security is permissible

under the rules and under the terms of the agreement of bond.

Cash actually received or recovered may be converted into an interest bearing form of

security in the manner described above, even when it forms part of a deposit which is

being paid in instalments and has not yet been realised in full. Percentage deductions

made from a contractor’s bill held as security for the due fulfilment of a contract should

not, however, be converted into any other forms of security unless a departmental rule

or order makes special provision for such conversion.

Post Office savings bank deposits

290. The following procedure should be observed when cash tendered as security is to be

deposited in the Post Office Savings Bank:—

(i) The Government servant who takes the security (the pledge) should send a

letter to the Postmaster through the person who has to furnish the security

explaining the nature of the security and requiring the Postmaster to receive

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 224

the deposit and issue the pass book in his (the pledgee’s) name “On

account of the security of A.B. (the person pledging)”. The person who is to

furnish the security should present the letter at the Post Office with the

requisite amount in cash and savings Bank index card in the prescribed

form signed at the foot by the pledgee.

(ii) The Postmaster will deliver the Savings Bank pass book to the person

pledging the security. The latter should transmit it without delay to the

pledgee, and the pledgee should give him a receipt for it in the prescribed

form.

Registration of security bonds

291. The registration of a security bond is compulsory if security is furnished in the form of

immovable property. When security is furnished in any other form, registration of the

security bond is optional and it need not be registered unless in any particular case the

Head of the Department considers that the Government interest would be prejudiced by

not registering it. In all cases where registration is considered necessary, it should be

done at the expense of the Government.

Custody of securities and security bonds

292. Treasury and post office savings bank pass books, fidelity bonds and security bonds or

agreement should be kept in the safe custody of the departmental authority which takes

the security.

All the treasury and post office saving bank pass books should be sent to the Treasury

and Post Office respectively as soon as possible after the 15th June of each year, so

that the necessary entries on account of interest may be made in them.

Government Promissory Notes, Stock Certificates, National Savings Certificates,

National Plans Savings Certificates and Treasury Savings Certificates, Municipal

Debentures and Port Trust Bonds deposited as security should be lodged for safe

custody with the District Treasuries. The Government officer who receives the Notes,

etc., will, after entering them in a register in Form 45, forward them in registered cover to

the District Treasury Officer. With each despatch of the Notes, etc., a covering list in

duplicate in Form 46 should be sent, one copy of which will be signed and returned to

the Government Officer who forwarded the Notes, etc.

Note:— A receipt should invariably be furnished to the depositor when the Notes, etc.,

are received and brought on this register. The receipt may be in the same form as the

register but with the first four columns only. The receipt should be surrendered by the

depositor when the Notes etc., are returned to him. The return of the Notes, etc., should

at once be noted in the register which should be kept in the personal custody of the

departmental authority who accepts the security.

A departmental authority which accepts a deposit receipt of a bank mentioned in item (9)

of Article 288 as security should retain the receipts in its safe custody. The depositor

should receive the interest, when due direct from the bank on a letter from the pledgee

authorising the bank to pay it to him.

Periodical verification of all securities

293. Every departmental authority should verify periodically, and at least once a year in May

all securities which it has taken in various forms in respect of certain posts and from

contractors and report the result to the immediate superior authority.

This rule applies to all forms of security, including personal security or security in the

form of immovable property. In verifying personal security, a departmental authority

should satisfy itself as the solvency of the surety, and in verifying security in the form of

immovable property, it should see that the actual market value of the property is not

less than the amount of security required.

The articles deposited in the Treasuries for safe custody should be verified at least once

a year by the Officer who deposited them. For this purpose the articles deposited in

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 225

Treasuries should be taken back, their contents verified and re-deposited (if necessary)

once in a year. Verification should also be made whenever there is a change of

incumbent or change of designation or change of jurisdiction of the Officer who

deposited the articles for safe custody.

Annual valuation of Government Promissory Notes, etc.

294. When a contractor has furnished any security in the form of Government Promissory

Notes or Government Stock Certificates or Municipal Debentures of Port Trust Bonds,

the departmental authority which received the securities and sent them for safe custody

should ascertain in May of each year whether their value, who valued at the market

price of May 1st of that year or the face value whichever is less in each case, is still

sufficient to cover the amount of security required. If the total value of the securities

deposited by a contractor, as ascertained at this annual valuation, falls short of the

amount of security required plus 5 per cent by Rs. 100 or more, the departmental

authority should at once call on the depositor to furnish additional security to the extent

of shortage. No securities should be returned to any depositor on account of an

increase in their value as ascertained at this annual valuation unless (i) the securities

have appreciated so considerably that securities of the face value of Rs. 100 or more

could be withdrawn and the remaining securities (valued as prescribed above) would still

be sufficient to cover the amount of security required plus 5 per cent to provide against

fluctuations, and (ii) the depositor submits a written request for the return of the

securities that could be so withdrawn.

295. (a) Repayment of Security Deposits.— Without the special orders of the

competent authority, no security deposit should be repaid or re-transferred to

the depositor or otherwise disposed of, except in accordance with the terms of

his security bond or agreement. A departmental authority on returning any

security to a depositor should invariably obtain his acknowledgement duly

signed and witnessed. When an interest bearing security is returned or

retransferred, the acknowledgement should set -forth the full particulars of the

security.

The percentage deduction from bills which are held as additional security, will

be released by the officer competent to pass the final bill at his discretion, after

the successful completion of the work, retaining only such amounts as he may

consider necessary to cover the liabilities, if any, of the contractor.

(b) Repayment of cash deposited in the Post Office Savings Bank.— When an

amount lodged in the Post Office Savings Bank as a security deposit under

Article 288 is no longer required, the departmental authority to which it is

pledged (pledgee) should obtain from the person who pledged the security the

receipt originally granted to him for the pass book or a fresh receipt duly signed

and witnessed. Such receipts should be duly numbered and filed, and the

numbers should be entered in the Register of Security Deposits. After

obtaining a proper receipt, the pledgee should deliver the Post Office Savings

Bank pass book to the person who pledged the security and furnish him with

an application in the form prescribed by the Postal Department for the

withdrawal of the balance at the credit of the account together with the interest

due on it. The pledgee should sign the application and enter the name of

person who pledged the security as that of the messenger or agent entitled to

receive payment. The person who pledged the security will then be able to

withdraw the amount due to him from the Post Office Savings Bank.

(c) Adjustment of a claim against a Security Deposit lodged in the Post Office

Savings Bank.— When the pledgee has a claim on behalf of the Government

against a security deposit account pledged to him in the Post Office Savings

Bank [in accordance with Rule 45(f) or (g) of the Post Office Savings Bank

Rules] at a Post Office which has direct transactions with the treasury and the

amount of the claim is to be credited to the Government, he should send the

pass book to the Post Office with the usual application for withdrawal duly

signed by him and with the words “To be adjusted by transfer in the

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 226

Government accounts to the credit of the.................. Department (State)”

written in red ink across it. The Post Office will make the necessary entries in

the pass book and send the pledgee a treasury voucher for the amount

withdrawn. When the pledgee has more than one security deposit account

pledged to him at the Post Office Savings Bank and applies for the withdrawal

of moneys from more than one such account on the same day, the Post Office

will issue only a single treasury voucher covering all the withdrawals. If the

pledgee does not receive the treasury voucher by the next day after that on

which he sends the application, he should call for it from the Post Office. On

receipt of the treasury voucher, the departmental authority which applied for

the withdrawal should verify the entries, countersign it and forward it to the

Treasury or Sub-treasury Officer as soon as possible in accordance with the

procedure prescribed in this connection in the Kerala Treasury Code (See Rule

110 of the Kerala Treasury Code).

If the Post Office at which the security deposit account in the Post Office

Savings Bank has been opened has no direct transactions with the Treasury,

the pledgee should apply to the Post Office for the withdrawal of the amount

required in the ordinary manner and on receipt of the amount should remit it

into the treasury like any other departmental receipt.

When, after a transfer or payment, a pass book shows any balance in favour of

the depositor the Postmaster will return it to the pledgee. When the account is

closed by a transfer or payment, the Postmaster will not return the pass book

to the pledgee, but will deal with it in accordance with the Post Office Savings

Bank Rules.

Note 1:— Government officers should see, before releasing or returning

securities, that all claims of Government against the depositor are completely

satisfied. It is not advisable to keep securities for a longer period than is

absolutely necessary; all claims should as a rule be settled within one year

from the expiry of the period of deposit. Release notices should be issued as

soon as the liabilities of depositors are settled even if the security accounts are

at that time under attachment by civil courts.

Note 2:— Where the security consists of the title deeds of immovable property

and the bond has been registered, a reconveyance of the property may be

executed at the end of one year and registered in due course.

Security deposit of a private employer of Government servant on foreign

service

296. When a Government servant is to be transferred to foreign service under a private

employer, the Government may require the employer to deposit before the transfer is

sanctioned, security equivalent to three months’ pay of the Government servant in

foreign service. The security should consist of either.

(i) cash paid into the nearest Government Treasury as a “Revenue Deposit” (See

Article 269) or

(ii) securities of the Central Government or the State Governments in the form of

promissory Notes or Stock Certificates endorsed or transferred in favour of the

Government, or

(iii) A Treasury Savings Bank Deposit, the pass book for which is deposited with

and pledged to the head of the office of the Government servant concerned.

A Treasury Savings Bank pass book so pledged should be kept, in the safe

custody of the authority to which it is pledged; securities of the Central or the

State Governments in the forms of Promissory Notes and Stock Certificates

should be lodged for safe custody with the District Treasury. The security

deposit should be returned to the private employer after the Government

servant’s period of foreign service expires and the claims of the Government

and the Government servant against the private employer have been settled.

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 227

Note:— The term “Private employer” used in this Article will not include within

its scope the Central Government, other State Government, Municipalities,

Universities and other Local Bodies, in the State.

LOSSES

Report of losses

297. When any fact indicating that defalcation or loss of public moneys, +[erroneous or

irregular issue of cheques] stamps, opium, stores or other property has occurred or that

a serious account, irregularity has been committed come to the notice of any

Government servant, he should inform the head of the office immediately. If it appears to

the head of the office prima facie that there has been any such occurrence which

concerns his office or in which a Government servant subordinate to him is involved, he

should send a preliminary report immediately to the Accountant General and through the

proper channel, to the Head of the Department. The Head of the Office should

simultaneously take necessary action to ensure the safety of the relevant documents.

On receipt of the information the Head of the Department should report the matter to the

Government without delay. These reports should be sent even when the person

responsible for a loss has made it good. Reports regarding a loss by way or damage to

immovable property belonging to the Government should be sent in accordance with the

special provisions of Article 302.

+Addition [C.S

No.4/80 G.O (P)

No.366/80/Fin

dated 12/06/1980]

The preliminary report to the Accountant General may be either a copy of the report to

the Head of the Department or relevant extracts from it showing, so far as information is

available at the time, the exact nature of the defalcation or loss and the circumstances

which made it possible.

After sending the preliminary reports, the Head of the Office should investigate the

matter fully without delay and take all necessary further action—See Article 303 and

305. As soon as the investigation is complete, he should send a complete and detailed

final report to the Accountant General and through the proper channel, to the Head of

the Department, describing the nature and extent of the loss or account irregularity and

the circumstances (including any breach or neglect of an existing rule) which made it

possible, and stating whether any amount lost has been recovered and, if not whether it

is possible to recover it in any way. The report should also state what disciplinary action

has been taken, or is recommended, against the Government servants responsible and

what steps have been taken, or are recommended with a view to prevent the

recurrence of any such loss or account irregularity. The Head of the Department should

submit a final report to the Government giving full information on all these points and,

when necessary, making his recommendations.

When a petty loss not exceeding Rs. 300 does not appear to involve an embezzlement,

a serious account irregularity or any other important feature requiring detailed

investigation and consideration, or concern the Reserve Bank, the preliminary and final

reports prescribed in this Article need only be sent to the authority competent to write off

the loss or deal with it otherwise.

Note :— Any loss in respect of stores occurring otherwise than in the ordinary course or

an accounts of fair wear and tear should be treated as a loss to the Government within

the meaning of this Article—See also Article 155 and 301.

Losses with which the Reserve Bank, etc., are concerned

298. If the Accountant General becomes aware, in any manner of any loss to the Government

which the Reserve Bank of India may possibly be held to be liable to make good the

Government whether it relates to operations conducted by the Reserve Bank or its agents on

Government account or to any other matter, he will immediately call for such further

information as he may require regarding it. On receipt of this further information, which must

be obtained without delay, he will, at once make a full report to the Government. If there is

any doubt or dispute as to the facts of the liability, the Government will arrange with the

authorities concerned for a Government Servant and an officer of the Reserve Bank (and an

officer of the State Bank of India if the loss relates to an operation effected through its

agency) to be appointed as soon as possible to carry out a joint investigation of the facts,

while they are fresh, and make a full report together with, if possible a recommendation for an

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 228

amicable settlement. If they are unable to make any such joint recommendation, their report

should at least clear the ground as far as possible, so that a stated case may be referred, if

necessary, to an arbitrator or a legal authority. This investigation will be under taken at once

and independently of any departmental or police enquiry.

Losses of cash due to acceptance of counterfeit coins

299. Losses of cash due to acceptance of counterfeit coins in State treasuries should not be

debited to Government in any case without their specific approval.

Write off Losses

300. * [Write off is the relinquishment of claims after exhausting all possible means of

recovery. Irrecoverable losses of stores and removal of the value of obsolete stores and

stock from the accounts are also finally disposed of through write off (See Articles 81

and 82 of the Kerala Account Code Vol.I). The power to write off irrecoverable value of

stores delegated to certain Heads of Departments is subject to the condition that the

loss does not disclose a defect of system, the amendment of which requires the orders

of Government. The order of the competent authority should also be obtained for writing

off from any relevant value of commercial accounts that are maintained, any

irrecoverable amount relating to a loss connected with a building, land or equipment or

to unprofitable outlay on a work. The Government have empowered the authorities

mentioned in the Book of Financial Powers to sanction such writes off subject to the

limits and conditions mentioned therein.

*Every Head of Department should submit annually on or before the first of June to the

Accountant General, a statement showing all the amounts written off which were

sanctioned by himself or any other competent authority under his control during the

preceding financial year. The statement should show the total amount written off under

each class and should include a brief explanation of the circumstances leading, to the

write off].

Substitution

[C.S.No.1/81

G.O.(P)

184/81/Fin. dated

27-3-1981].

Note:— In general losses sustained by the Central Government in State treasuries

through the negligence or culpability of the staff paid for by a Government in any State

and vice versa should be borne as they occur i.e. by the Central Government if the loss

occurs, in connection with Central transactions and, by the State Government, if it is on

account of State Transactions.

In cases where recoveries are made in cash, e.g., by deductions from pay or otherwise,

from the persons responsible for a loss, the entire amount recovered should be credited

to the Government which under the above arrangement would bear the loss for this

purpose. Recoveries made indirectly, e.g., by stoppage of increment or promotion as a

measure of punishment, should not be treated as recoveries made in cash. Where the

staff is paid for by one Government and the loss is borne by another Government a copy

of the orders regarding the action taken against the persons responsible for the loss

should be communicated by the former to the latter.

Loss of stores

301. All losses in respect of stores should be duly recorded in the stock accounts and the

formal sanction of the competent authority should be obtained for writing them off or

dealing with them otherwise, even when no formal correction or adjustment in the

accounts is necessary. Losses due to depreciat ion should be analysed and recorded

under the following heads, according as they are due to:—

(1). normal fluctuation of market prices;

(2). fair wear and tear ;

(3). lack of foresight in regulating purchases, or

(4). neglect after purchase.

Losses not due to depreciation should be grouped and recorded under the following

heads:—

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 229

(1). losses due to theft ;

(2). losses due to neglect, and

(3). losses due to calamities such as fire or flood.

The provisions of Article 297 apply to all losses mentioned in this Article except items (1)

and (2) under losses due to depreciation. The rules regarding the disposal of obsolete,

surplus and unserviceable stores are contained in Articles 153 to 157.

Note:- When a contractor or a departmental employee fails to return any Government

tools, their value, including the appropriate centage charges, should be recovered from

him.

Damage to immovable Government property

302. When a loss occurs by way of damage to any immovable property belonging to the

Government (including buildings, communications and irrigation works) due to any calamity

such as fire or flood or to any cause other than fair wear and tear, the Government servant in

immediate charge of the property should report the matter at once to his immediate superior

and a preliminary report should be sent through the proper channel without delay to the Head

of the Department, who will report the loss to the Government. When the cause of the loss

has been fully investigated and it has been decided whether or not the property should be

restored, the Head of the Office concerned should send a final detailed report to the Head of

the Department and at the same time an abstract of it in Form 47 to Accountant General. The

Head of the Department should send a final detailed report to the Government when he

proposes that the Government should write off the loss, recommends that the Government

should take disciplinary action or applies for funds to be specially provided to meet the cost of

restoration of the property.

When a petty loss not exceeding Rs. 300 does not appear to involve any important

feature requiring detailed investigation and consideration, the preliminary and final

reports prescribed in this Article need only be sent to the authority competent to write off

the loss or deal with it otherwise.

In cases of loss by way of damage to any immovable property belonging to the

Government, the value of the damaged portion need not be written off the accounts, if

the restoration of the damaged portion is commenced within the period of two years

from the date of damage.

All river conservancy works are treated as repair works and consequently losses by way

of damage to such works will not reduce the capital value of any Government property

and so need not be formally written off the accounts. The preliminary and final reports

prescribed in this Article should, however, be sent in respect of any such loss when it

exceeds Rs. 1000. Any such loss not exceeding Rs. 1000 need only be reported to the

authority competent to sanction the restoration of the damaged work.

General principles and procedure for fixing and enforcing

responsibility for losses

303A. The following general principles should be followed in enforcing the personal

responsibility of the Government servant or servants concerned for a loss sustained by

the Government through fraud or negligence on his part or on the part of any other

Government servant to the extent be contributed to the loss by his own action or

negligence and of any person for a loss sustained by the Government on account of a

criminal offence committed by him:—

(1). Whenever there is reason to suspect that the Government have sustained a

loss on account of fraud or any other criminal offence on the part of any

person or negligence (which includes a financial irregularity) on the part of any

Government servant, the Head of the office or other appropriate

administrative authority should investigate the matter full without avoidable

delay. In order to avoid the relevant documents being tampered with by the

time an enquiry is instituted, the Head of the Office, should take immediate

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 230

steps to ensure the safety, of those documents. When necessary, the

administrative authority may ask the Accountant General to furnish all

vouchers and other documents in his possession that may be relevant to the

investigation. If the investigation is so complex as to require the assistance of

an expert audit officer, the administrative authority should report the facts to

the Government and request them to obtain the services of an audit officer to

assist in the investigation. If the Government depute an audit officer for the

purpose, the administrative authority and the audit officer will be personally

responsible, within their respective spheres, for completing the investigation

expeditiously.

(2). Whenever it appears likely that recourse may be had to judicial proceedings in

connection with a loss sustained by the Government, the administrative

authority should take competent legal advice at once. If there is a reasonable

suspicion that a loss sustained by the Government is due to the commission

of a criminal offence, the procedure prescribed in Articles 304 and 305 should

be followed.

(3). (a) Whenever an administrative authority holds that a Government servant is

responsible for a loss sustained by the Government, it should always consider

both whether the whole or any part of the loss should be recovered from him in

money and whether any other form of disciplinary action should be taken. In

deciding the amount to be recovered, it should consider not only the

circumstances of the loss but also the Government servant’s financial

position, since the penalty should not be such as to impair his future efficiency.

(b) Whenever a loss is held to be due to fraud on the part of a Government servant

or servants, every endeavour should be made to recover the whole amount

lost from the guilty persons. If the failure of a superior officer to exercise

proper supervision and control has facilitated the fraud, he should be called

strictly to account and suitably dealt with after carefully assessing his personal

responsibility in the matter, e.g., by recovering from him in money a suitable

proportion of the loss, or by stopping his increments or reducing the pay.

(c) Whenever any Government property or equipment is lost, damaged or

destroyed on account of the carelessness of a Government servant to

whom it is entrusted (e.g., a police-man’s rifle, a factory motor, lorry or an

Engineer’s instruments), the appropriate administrative authority should

always consider whether the amount of the loss sustained by the

Government should not be recovered in full up to the limit of the

Government servant’s capacity to pay.

Note:— Interest at 5 ½ per cent or at such rate as fixed by Government from

time to time should be charged after the liabilities are determined and from

the time a written demand is made, on the amount of liability fixed against

delinquent officers involved in defalcation cases, the interest so charged

being not lower than 5 per cent in any event.

(4). (a) In cases where a competent authority holds that a Government servant is

responsible for a loss sustained by the Government and orders that any

amount should be recovered from him and he is about to retire from

service, the amount should be recovered as far as possible by deduction

from the last pay and allowances or leave salary due to him. If the amount

due to Government exceeds the amount payable to the Government

servant, the excess shall be recovered from his claim for death-cumretirement-

gratuity after giving the officer a reasonable opportunity to

explain. If the amount proposed to be recovered exceeds the death-cumretirement-

gratuity, the exces s over death-cum-retirement -gratuity can be

recovered from the arrears of pension, if any, due to the officer if written

consent is obtained from him as pension (as distinct from death-cumretirement-

gratuity) enjoys the protection of the ‘Pension Act’. A written

consent is valid only to the extent it covers the amount of pension earned

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 231

by him till the date of such written consent.

(b) If, however, the liabilities could not be finalised but could be estimated at

the time of retirement, either the estimated amount of the outstanding

dues plus 25 per cent thereof should be withheld from death-cumretirement-

gratuity or a surety bond or cash deposit not exceeding the

estimated amount of the outstanding dues plus 25 per cent thereof should

be accepted before releasing pension and death-cum-retirement gratuity .

(c) If disciplinary proceedings are being continued against an officer under the

Service Rules on the date of retirement, only a provisional pension should

be sanctioned to him withholding however, the entire death-cumretirement-

gratuity due to him.

(d) In cases where the liabilities could not be estimated the pension and

death-cum-retirement -gratuity will be released provisionally after

withholding from the death-cum-retirement gratuity the amount noted

below:

(1) Officers in charge of cash or stores The full amount of death-cumretirement

gratuity.

(2) Gazetted Officers other than those in (1)

above

10 per cent of the death-cum-retirement

gratuity or Rs. 2,000 whichever is

higher.

(3) Non-Gazetted Officers other than (1) 10 per cent of the death-cumretirement

gratuity or Rs. 600

whichever is higher.

In all cases where the liabilities could not be assessed and fixed before

retirement of the Government servants, efforts should be made to assess and

adjust the recoverable dues within a period of one year from the date of

retirement of the Government servant concerned. If in any case, the liability

could not be assessed and adjusted within one year, the amount withheld

from the death-cum-retirement gratuity or the surety bond or cash deposit

accepted under paragraph (c) or (d) above will be released. Disciplinary

action shall be taken against the officers responsible for the failure to assess

and adjust the liabilities within the prescribed period.

(e) If in any case the amount withheld from the death-cum-retirement gratuity

or the cash deposit, or the surety bond taken from the officer is not

adequate to cover the liabilities finally fixed, action should be taken against

him under the Service Rules to make up the loss by withholding,

withdrawing or effecting recoveries from the pensions sanctioned. If action

under the Service Rules is not possible due to the expiry of the time limit

prescribed for such action or due to any other reason, the retired officer

will be proceeded against through a Civil Court for recovering the

pecuniary loss caused to Government.

(f) When a retired Government servant whose pension has already been

sanctioned is held to have caused a loss to the Government by fraud or

negligence while in service and it appears likely that the amount could be

recovered by bringing a suit against him, the matter should be reported to

the Government for orders. If in any particular case, it is not found feasible

to take action against a retired Government servant in regard to a loss

sustained by the Government on account of any fraud or negligence found

to have been committed by him while in service, this should not be made

an excuse for absolving any other Government servants who are also

responsible for the loss and are still in service. Similarly, the fact that it is

not possible to fix responsibility on the officials who initiated or acquiesced

in the initiation of any irregularity resulting in loss to Government will not

exonerate those who subsequently acquiesced in the continuation of the

irregularity. It is the duty of all Government officials to look after the

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 232

financial interests of Government and Government will hold their officers

responsible for such irregularities, not only those who originated them but

also those who subsequently permitted their continuance.

303B. The following general principles should be followed in fixing monetary liabilities so far as

the Government servants are concerned :

(i) It should be carefully noted that personal monetary liability would arise only

when pecuniary loss is sustained by Government. Irregularities in the

maintenance of accounts or in the sanction of expenditure would not involve

monetary liability as long as no loss to Government is caused. Distinction

should be drawn between objections involving loss to Government and other

objections in an audit report. The latter will not constitute monetary liability

and will call for other forms of disciplinary action wherever justified.

(ii) For the purpose of fixing liability, losses may be grouped under the following

categories:—

(a) Personal dues e.g., excess pay and allowance drawn, arrears of house

rent payable, balance of advances repayable such as Motor Car Advance,

House Building Advance, Mosquito Net Advance, etc.

(b) Physical loss of cash or stores.

(c) Loss or extra expenditure arising out of administrative lapses e.g., payment

of demurrage charges, payment of surcharge (Final) on electricity bills and

Radio Licence fees, expenditure incurred in excess of one’s powers not

ratified by the competent authority, purchases effected in violation of

Stores Purchase Rules resulting in extra expenditure, printing charges to

private firms in excess of approved rates, sanctioning posts in schools in

excess of the limits prescribed, irregular grant of fee concessions,

stipends, etc., loss of revenue due to wrong assessment of claims

becoming time-barred, etc.

Recovery in cash is called for in respect of categories (a) and (b). In regard to

category (c), cash recovery should ordinarily arise only if mala fides are

proved. The term “malafides” may be defined in this context as a state of mind

where the Officer may be deemed to have acted with the intention to be

benefited directly or indirectly by such action. In other cases falling under

category (c), it should be seen whether the types of irregularities previously

pointed out have been repeated. If the irregularities have been repeated or

are of a serious nature or magnitude, the question of taking other forms of

disciplinary action if the officer concerned is still in service or of reducing

pension under the Service Rules if already retired, should be considered.

(iii) In cases of loss/infructuous expenditure, where more than one person is

involved e.g., in the case of loss of stores, apart from the direct responsibility

of the store-keeper the question of responsibility of the supervising

officer/officers having control over stores will also arise. In such cases the

degree/extent of personal responsibility of each individual should first be fixed

strictly with reference to his duties and responsibilities and the extent to which

he neglected them. The fact that a Government servant has been misled or

deceived by a subordinate will, in no way mitigate his personal responsibility

since every government servant should be familiar with the financial rules laid

down by the Government and exercise a specially strict and close control

over his subordinates in regard to the use of Public Funds and the

maintenance of proper accounts. Having fixed the personal responsibility of

each individual in the above manner, cash recovery/other forms of disciplinary

action should be ordered with reference to such responsibility. In ordering

cash recovery, the Government servant’s financial position should also be

taken into consideration. In cases where it is not possible to recover the share

so fixed from one or more individuals due to their death or for other reasons

the question may be taken up for obtaining sanction from the competent

CHAPTER XI] THE KERALA FINANCIAL CODE, VOLUME I [ 233

authority for the loss to be written off. It should however, be ensured that the

necessity for a write off should not arise for want of timely and adequate

action to fix personal responsibility and the amount to be recovered from each

individual.

Departmental enquiries regarding frauds, etc., in which

Government servants are involved

304. The general rule is that departmental proceedings should be instituted at the earliest

possible moment against all the Government servants involved in any loss sustained by

the Government on account of fraud, embezzlement or any similar offence, and

conducted with strict adherence to the rules upto the point at which prosecution of any

one of them begins. At that stage it should be specifically considered whether it is

practicable to carry on the departmental proceedings against any of the others any

further without waiting for the result of the prosecution; if it is, they should be carried as

far as possible but not, as a rule, to the stage of finding and sentence in the criminal

proceedings. If the accused is convicted, the departmental proceedings against him

should be resumed and formally completed. If the accused is not convicted, the

departmental proceedings against him should be dropped unless the authority

competent to take disciplinary action is of the opinion that the facts of the case disclose

adequate ground for taking departmental action against him. In either case, the

proceedings against the remaining delinquents should be resumed and completed as

soon as possible after the termination of the proceedings in court.

The departmental proceedings contemplated in the preceding paragraph are those

regulated by the Kerala Civil Services (Classification, Control and Appeal) Rules, 1960.

When action is taken under the Kerala Public Servants (Inquiries) Act, 1963 (Act 31 of

1963), this ordinarily takes the place of a criminal prosecution as regards the person or

persons accused, but the procedure as regards other persons involved against whom

the Act is not employed should be in accordance with the instructions given in the

preceding paragraph.

Notwithstanding anything contained in Article 301 to 303 and in the foregoing

paragraphs, recovery proceedings as contemplated in the Kerala Public Accountants

Act, 1963 (Act 37 of 1963) should invariably be taken against the persons involved in

any loss sustained by Government on account of fraud, embezzlement or any similar

offence and conducted with strict adherence to rules till the loss involved is realised

completely.

Prosecution for embezzlements of public moneys or property

305. (a) Whenever the Head of an Office finds that there is a reasonable suspicion that

a criminal offence has been committed in respect of any public moneys or

properties belonging to Government or institutions under the control of the

Government (including moneys or properties of co-operative societies), he

should as a general rule report the matter at once to the Police and

simultaneously inform the District Collector and Additional District Magistrate

and the Head of his department that he has laid an information before the

Police.

However, in cases, of defalcation/embezzlement of public money or properties

in which Government servants or public servants are involved and where the

amount or the value of the properties involved is Rs. 5,000 (Rupees five

thousand only) or more belonging to State Government (including moneys or

properties of co-operative societies) they should be reported immediately to

the Local X-Branch Vigilance Division instead of to the ordinary Police.

The Police/Local X-Branch Vigilance Division should then keep the

Government servant who laid the information and the District Collector and

Additional District Magistrate informed of the action take in the matter.

CHAPTER XI] LOSSES OF PUBLIC MONEYS OR PROPERTY [ 234

For the purpose of this rule the term ‘Public Servant’ will have the meaning

assigned to it under the explanation to Section 161 of the Indian Penal Code as

amended by the Kerala Criminal Law Amendment Act, 1962 (27 of 1962).

(b) When the case is heard by the court, the Head of the Office concerned should

see that all the witnesses serving in his department and all documentary

evidence in the control of his department are punctually produced. He should

also appoint a Government servant of the department to attend the

proceedings in court and assist the prosecuting staff.

(c) If prosecution for an offense of this kind results in the discharge or acquittal of

any person, or in the imposition of any sentence which appears to be

inadequate, the Head of the Office concerned should at once send a full

statement of the facts of the case to the District Collector and Additional

District Magistrate; if the District Collector and Additional District Magistrate

consider that further proceedings should be taken in revision or appeal, he

should proceed as he would in any other case and should keep the Head of the

Office concerned informed regarding the further proceedings. A special order of

the Government is necessary for filing an appeal against an acquittal.

(d) The Head of the Office concerned should submit, in addition to the reports

prescribed in Articles 297, 303A and 303B prompt reports to the Government

through the proper channel at each stage regarding:—

(i) the commencement of the investigation by the Police/Local X-Branch

Vigilance Division;

(ii) the decision to prosecute in any particular case ;

(iii) the result of any prosecution;

(iv) the decision to proceed further in revision or appeal in any case; and

(v) the result of any proceedings in revision or appeal.

(e) Notwithstanding anything contained in the preceding portion of this Article, the

Head of the Office concerned may, when he considers it to be desirable refer

any matter through the proper channel for the orders of the Government before

taking action.

CHAPTER XII] THE KERALA FINANCIAL CODE, VOLUME I [ 235

CHAPTER XII

LOCAL FUNDS

Introductory

306. The transactions of local funds (as defined in Article 3) are not included as such in the

Government account, except in so far as their cash balances are deposited with the

Government under the rules and accounted for under the deposit head “Deposits of

Local Funds” within the Public Account. The Government’s function in regard to such

deposits is that of a banker (See Chapter X of this Code and Part VIII of the Kerala

Treasury Code).

307. Some of the important classes of local funds are :-

(1). District Funds.

(2). Municipal Funds (ie., the moneys of Municipal Councils governed by the

Municipal Acts).

(3). Kerala State Road Transport Corporation Working Fund.

(4). Village Panchayat Fund i.e., the moneys of panchayats governed by the

Kerala Panchayats Act, 1960 (Act 32 of 1960).

(5). Kerala State Electricity Board Working Fund.

(6). Market Committee Fund. `

(7). Library Fund.

308. Local bodies (as defined in Article 3) perform functions closely allied to those of the

Government and receive aid from the Government in the form of grants and loans for

certain purposes. This Chapter refers to the rules relating to some of the financial

transactions between the Government and the local bodies.

Grants to local and other bodies

309. The payment of grants to local and other bodies, e.g., grants for the maintenance of roads, is

governed by the general or special orders of the Government in regard to such grants.

The Government may by general or special orders specify the various items of grants that

are payable to local and other bodies on account of certain fines realised by Courts and

credited to the Government. The grant on account of these fines should be drawn, and paid

in the manner indicated in the Kerala Treasury Code (See Rule 196, Chapter III, Part V).

Loans to local bodies

310. Rules relating to the execution of work on behalf of local bodies by the Public Works

Department are contained in Articles 31 to 33 of the Kerala Account Code, Volume III

and Chapter 16 of the Kerala Public Works Account Code. The detailed procedure to be

followed in connection with borrowing by local bodies from the Government is laid down

in the Kerala Local Authorities Loans Rules, 1965 (See also Article 235.)

Charges recoverable from local bodies

311. (a) When the Government agree to render a service to, or incur a charge on account of

a local body, the estimated amount of the charge or cost of the service should

ordinarily be recovered in advance in accordance with the principle laid down in

Article 34. In exceptional cases, however, the Government may authorise the

special arrangements detailed in Article 34.

(b) Any amount due to the Government by a local body and remaining unpaid,

including any amount overdue for payment in respect of a loan, should be

recovered at the earliest opportunity in the manner indicated in Article 35.

CHAPTER XII] LOCAL FUNDS [ 236

Time-limits for claims by local bodies

312. A local body should prefer its claims for any amount which the Government have

sanctioned for payment to it not later than the latest date specified by the Government

for the payment or, if the Government have not specified any such date in respect of a

particular payment or class of payments, within six months, from the date on which the

local body receives the orders of the Government authorising the payment [See also

Article 55 (c)].

In the case of water supply and drainage schemes or other works for which the

Government have promised a grant on the post-payment system, the local body

concerned should prefer its claims for the grant within six months of the execution of the

work (or instalment of the work, where the work is executed and paid for in separate

instalments) unless the local body has been definitely informed that the Government will

consider the claim only after provision has been included for the purpose in the budget,

in which case the claim for the grant should be preferred within six months of the

execution of the work or within one month of the date of receipt of information that

provision is available in the budget, whichever is later.

Arrear claims of local bodies

313. A claim preferred by a local body after the latest date specified for it should not be paid

without specific sanction of Government in each case. In the case of statutory grants,

the Government will summarily reject every arrear claim which is made after the expiry

of three years subsequent to the year in which the claim fell due, and in the case of nonstatutory

grants and other amounts due by the Government, they will summarily reject

all arrear claims (See also Article 60).

Note:— In the case of items of revenue collected by the Revenue Department on behalf

of local bodies, the payment will be sanctioned by such authorities as may be specified

by the Government from time to time.

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 237

CHAPTER XIII

MISCELLANEOUS SUBJECTS

Introductory

314. This chapter contains the financial rules relating to certain miscellaneous subjects, which do

not either fall within the scope of or have not been fully dealt within the other chapters of the

Code.

Allocation of expenditure between Capital and Revenue

315. Expenditure on the public service falls into two broad divisions of expenditure on revenue

account and expenditure on capital account. The latter is called briefly capital expenditure or

capital outlay.

316. Expenditure of a capital of a nature is broadly defined as expenditure incurred with the object

of either increasing concrete assets of a material and permanent character, or of

extinguishing or reducing recurring liabilities, such as those for future pensions by payment of

commuted value. Expenditure on a temporary asset cannot ordinarily be considered as

expenditure of a capital nature.

317. Expenditure of a capital nature as defined above, incurred upon a scheme or project may not,

however, be classed as capital expenditure in the Government accounts unless the

classification has been expressly authorised by general or special orders of Government.

Ordinarily such classification will not be permitted unless—

(i) It is essential for the exhibition of financial results of any special service or

undertaking on the basis of generally accepted commercial principles, or in some

other conventional manner, either that the cost of the service or undertaking may be

ascertained or that the full implications of any policy may be clearly demonstrated, or

(ii) The expenditure involved is so large that it cannot reasonably be met from ordinary

revenue.

Note:— The term ‘ordinary revenues’ is applied to revenue derived from taxes,

duties, fees, fines and similar items of current Government income including

extraordinary receipts, if any, as distinct from receipts that are of a capital or debt,

deposits and banking character.

318. When it has been decided by Government that the expenditure on a scheme for the creation

of a new or additional asset should be classed as capital expenditure, and that separate

capital and revenue accounts should be kept of such a scheme, the allocation of expenditure

to capital and revenue should be determined in accordance with such detailed rules as may

be prescribed by Government according to the circumstances of the department or

undertaking in which the expenditure is incurred (Vide also Appendix I to Kerala Account

Code, Vol. III). The following are the main principles applicable to the treatment of the

expenditure in the estimates and accounts:

(i) Capital bears all charges for the first construction and equipment of a project as well

as charges for intermediate maintenance of the work while not yet opened for

service and bears also charges for such further additions and improvements as may

be sanctioned under rules made by competent authority.

(ii) Subject to clause (iii), revenue should bear all subsequent charges for maintenance

and all working expenses. These embrace all expenditure on the working and upkeep

of the project and also on such renewals and replacements and such

additions, improvements or extensions as under rules made by Government, are

debitable to the revenue account.

(iii) In the case of works of renewal and replacements, which part-take both of capital

and revenue nature, the allocation of expenditure should be regulated by the broad

CHAPTER XIII] MISCELLANEOUS SUBJECTS [ 238

principle that revenue should pay or provide a fund for the adequate replacement of

all wastage or depreciation of property originally provided out of capital grants and

that only the cost of genuine improvements whether determined by prescribed rules

of formulae or under special orders of Government, may be debited to capital.

Where under, special orders of Government a Depreciation or Renewals Reserve

Fund is established for renewing assets of any commercial department or

undertaking, the distribution of expenditure on renewals and replacements between

capital and the fund should be so regulated as to guard against over capitalisation

on the one hand excessive withdrawals from the fund on the other.

Expenditure on account of reparation of damage caused by extraordinary,

calamities, such as flood, fire, earthquake, cyclone, etc., should be charged to

capital, or to revenue or divided between them in such way as may be determined

by Government according to the circumstances of each case.

(iv) Capital receipts in so far as they relate to expenditure previously debited to capital,

accruing during the process of construction of a project should be utilised in

reduction of capital expenditure. Thereafter their treatment in the accounts will

depend on circumstances, but except under special rule or order of Government,

they should never be credited to the ordinary revenue account of the department or

undertaking.

319. Expenditure debitable to capital will be booked under the appropriate capital head of

accounts prescribed within or outside the revenue account, according as the funds required

to meet such expenditure are provided from ordinary revenues or from other sources

including borrowed money.

Except under special orders of Government, no expenditure previously met from ordinary

revenue may be transferred to a capital head outside the revenue account.

Interest on capital

320. Except in special cases regulated by special orders of Government, interest at the rates

specified below should be charged in the accounts of all commercial departments or

undertakings for which separate capital and revenue accounts are maintained within the

Government accounts. The charge should be calculated on the direct capital outlay to the end

of the previous year plus half the outlay of the year itself, irrespective of whether such outlay

has been met from ordinary revenues or from other sources.

(i) For capital outlay met out of specific loans raised by Government, at such rate of

interest as may be prescribed by Government, having regard to the rate of interest

actually paid on such loans and the incidental charges incurred in raising and

managing them.

Note:— By specific loans are meant loans that are raised in the open market for one

specific purpose which is clearly specified in the prospectus and in regard to which

definite intimation is given at the time of the raising of the loans that for the purpose

of accounts they are to be regarded as specific loans.

(ii) For capital outlay provided otherwise at the average rate of interest to be

determined each year.

321. When under any special order of Government charges for interest during the process of

construction of a project are temporarily met from capital, the writing back of capitalised

interest should form the first charge on any capital receipts or surplus revenue derived from

the project when opened for working.

Work done for another Government or State

322. The Head of a department is responsible for seeing that no work (unless it is negligible in

amount ) is done by his department for another Government without obtaining a definite ruling

from the Government as to whether charge should be made for it or not.

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 239

Rules regarding charges on account of the maintenance and up-keep of

Government motor cars and motor boats

323. (a) Charges for the maintenance and up-keep of a car or boat supplied to a

Government servant other than the Ministers and the Speaker of the Legislative

Assembly at the public expense will be borne by the Government servant and by the

Government respectively, in the manner indicated below, the general principle being

that the Government servant using the car or boat shall bear those of its running

expenses which are largely dependent as regards amount on carefulness of

management and which affect the continued efficiency of the conveyance:—

(i) The Government servant using the car or boat shall pay the cost of petrol, tyre

renewals, minor repairs and renewals, lubricants and illuminants, as well as all

occasional storage charges and all petty charges incurred otherwise than at the

periodical overhauling and annual varnishing.

Note:- Minor repairs and renewals are those which cost less than Rs. 50 or are not

connected with the prescribed periodical overhauling. Provided that, if a new

component costing more than Rs. 15 is used in connection with a minor repair or

renewal the Government servant shall be entitled to charge to Government its actual

cost but not any workshop charges on account of the examination of the defective

car or boat and the setting up of the new part.

(ii) All other charges shall be paid by Government including wages of chauffeur and

cleaner, the cost of uniform of the chauffeur, and all charges incurred in connection

with the annual varnishing and the periodical overhauling.

(b) Charges relating to the maintenance and repairs of motor cars and boats supplied

for the use of the Ministers and the Speaker of the Legislative Assembly are

regulated by the provisions contained in the Kerala Payment of Salaries and

Allowances Act, 1951 (Act 15 of 1951) and Amendment Act, 1968 (Act 2 of 1968)

and the rules made thereunder.

Register of motor cars and motor boats

324. (a) A register (Log Book) in Form 48, 48A and 48B will be maintained by all offices and

departments maintaining Government owned motor cars, buses, lorries, jeeps,

station wagons, vans and motor boats.

Where suitable register in other form is already maintained in accordance with

Government Orders, the Head of the Department may authorise its continuance if

he considers it more suitable and convenient than the form of the register prescribed

above.

Note:— The Controlling Officers will during their inspections, satisfy themselves that

log books are maintained by officers having the custody and charge of vehicles and

that the petrol, etc., purchased have been accounted for in terms of the kilometres

run.

(b) A certificate in the following form should be recorded by the drawing officer in a

Contingent Bill containing a claim for petrol and/or oil:-

“I have examined the log books for the period ending ...........................................

and I certify that the motor vehicles have been used on authorised journeys and that

they have run the prescribed number of kilometres per litre. Recoveries have been

effected wherever they are due in accordance with the rules and credited in chalan

No ............................... dated .............................”

The Treasury Officers are authorised to reject the bills which do not contain the

above certificate.

Insurance of Government property

325. Government properties may be insured against risks in transit such as loss, damage, etc.,

(See also Article 146).

CHAPTER XIII] MISCELLANEOUS SUBJECTS [ 240

Note:— The Government do not however insure Government motor cars and motor boats

except sea-going fishing boats for which the risk of damage is high. But when they supply a

Government motor car or motor boat for the use of an officer, in so far as the officer using the

car or boat is responsible for damage, etc., it is the officer’s business to protect himself

against the risks involved in the use of the car or boat by insurance at his own cost.

The transfer of Government land from one department to another

326. (a) The transfer of Government lands with improvements thereon, from one

department to another shall be ordered by the District Collectors and the Board of

Revenue as shown below:-

(i) District Collectors . Upto a limit of 2 acres in each case,

provided the market value of

improvements, if any, thereon does

not exceed Rs. 2,500.

(ii) Board of Revenue Above 2 acres upto a limit of 5 acres

in each case, provided the market

value of improvements, if any,

thereon does not exceed Rs. 5,000

Note 1:— The above powers shall not be exercised by the District Collectors and

the Board of Revenue in the case of transfers of Government lands within the

Corporations or the Municipalities of the State or within the Reserve Forests.

Note 2:— When the land in the possession of one department is to be transferred

to any other Department, such transfer should be made by the Collector or the

Board of Revenue, as the case may be, in consultation with the departments

concerned.

(iii) All cases not covered by the above rules should be submitted to Government

for orders.

(b) (1) When any Government land with improvements thereon or any building is

transferred from one Service Department to another under the State

Government, the transfer shall be made free of charge.

(2) When any Government land with improvements or buildings in the possession

of one Service Department is transferred to another Service Department or a

branch of any Service Department for a specific purpose of starting any

industry or commercial undertaking of a remunerative nature, it shall be

competent for the Government, to order the collection of market value of the

lands and improvements transferred to such Service Department or a branch

of the Service Department, according to the merits of each case

(3) When any land with improvements thereon or any building is transferred from

or to a Commercial Department, the full market value thereof or the book

value whichever is higher should be charged.

(4) The value of lands, improvements and buildings transferred to a Commercial

Department under rule (3) or to a Service Department or branch of a Service

Department under rule (2) shall be fixed by the District Collector adopting the

principles of valuation accepted under Land Acquisition Act and Rules.

(5) The classification of the sale proceeds of Government lands and buildings

shall be regulated in accordance with the provisions contained in the

Schedule I to the rule 39 of the Kerala Account Code, Volume I.

(6) Adjustment of accounts due by one Department to another under these rules

shall ordinarily be made by book transfer, except when such adjustments do

not suit the method of accounts or of business adopted by the receiving

Department. An invoice duly accepted by a competent authority of the

Department receiving the lands, etc., and furnishing full classification of the

debit head shall be forwarded to the Accountant General for effecting the

necessary adjustments in this behalf.

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 241

(7) Payments in cash shall be required in all cases where a Department of the

Government transfers State lands to quasi-Government institutions like the

Kerala State Electricity Board, the Kerala Financial Corporation, etc. If any

separate funds have been constituted for such Boards inside or outside the

public account, the value of the lands transferred shall be debitable to such

funds, unless the Government by general or special order give directions to

the contrary.

(8) When the purposes for which the land was transferred to the Service or

Commercial Departments as the case may be, under rules (2) and (3) has

ceased, or in the event of such land or portion thereof not being required any

further by such Department or Institution, such land or portion thereof shall

revert to Government and the amount of compensation, if any, payable to

such department shall be fixed by the Collector of the District in which the

land is situated, provided that in no case such compensation shall be fixed in

excess of the value realised under rules (2) and (3) as the case may be.

Pro forma accounts relating to Government Commercial Undertakings

327. When the operation of a department include undertakings of a commercial or quasicommercial

character, and the nature and scope of the activities of the undertakings are such

as cannot suitably be brought within the normal system of Government account, the head of

the undertaking should be required to maintain such subsidiary and pro forma accounts in

commercial form as may be agreed between Government and the Accountant General. The

methods and principles in accordance with which such accounts are to be kept, including

inter alia the basis to be adopted for valuation of assets and for allocation of expenditure

between capital and revenue accounts and the extent to which the provision should be made

in those accounts for bad debts, depreciation and other forms of indirect charges, e.g., cost of

management and supervision, audit charges, interest on capital expenditure, etc., will be

regulated by orders and instructions issued by Government in each case. Where the

commercial accounts are maintained for the purpose of assessment of the cost of an article

or service, the head of the undertaking should see that adequate regulations are framed with

the approval of Government in order to ensure that the cost deducted from the accounts is

the accurate and true cost. He should also arrange to obtain the orders of Government

regarding the nature and form of subsidiary accounts and statements, if any, which should

be appended to the appropriation accounts of each year, and submit such accounts and

statements to the Accountant General on such date as may be required by him.

Other pro forma accounts

328. Pro forma accounts of regular Government workshops and factories will be kept in

accordance with the detailed rules and procedure prescribed in the departmental regulations.

The Accountant General may be required by Government to prepare pro forma accounts of

irrigation navigation, embankment and drainage works and of Government residential

buildings in accordance with the instructions contained in Chapter 21 of the Central Account

Code, Volume IV.

Service Funds

329. Rules regulating the General Provident Fund account of Government servants are contained

in the General Provident Fund (Kerala) Rules, the State Provident Fund (Travancore) Rules,

the General Provident Fund (Cochin) Rules and the General Provident Fund (Madras) Rules.

Rules relating to the State Life Insurance Fund (Official Branch) are available as separate

Government Publication.

Treasury Savings Bank

330. The object of the Government in establishment of Treasury Savings Bank Scheme is to

provide a ready means for the deposits of savings and so to encourage thrift. Savings Bank is

not to be used for the purpose of keeping a current account and the Director of Treasuries

(Secretary to the Savings Bank ) is empowered to close accounts, or in the case of accounts

opened on behalf of minors to stop the receipt of further deposits, should he have reason to

believe that the accounts are being used for a purpose for which Savings Bank is not

intended.

CHAPTER XIII] MISCELLANEOUS SUBJECTS [ 242

The procedure relating to transactions in the Savings Bank in Government treasuries is

detailed in Appendix 3 of the Kerala Treasury Code.

Endowments for Scholarships, prizes, etc.

331. If any person informs a Government servant that he proposes to place funds at the

Government’s disposal for use as an endowment for the grant of a scholarship or prize, etc.,

the Government servant should report the matter to the Government through the proper

channel for orders. The Government will then take action, if necessary under the Charitable

Endowments Act, 1890 (India Act VI of 1890). The Examiner of Local Fund Accounts has

been appointed as the Treasurer of Charitable Endowments for the State.

Application for and grant of leave

332. Rules relating to the submission of applications for and grant of leave, supplementing those

contained in the Service Rules are as below:—

(a) Gazetted Officers.— Applications should be forwarded to Government by Heads of

Departments through the Audit Office which will submit it to Government with the

necessary certificate regarding the title to the leave applied for.

Whenever the Heads of Departments themselves are competent to sanction the leave,

a certificate should be obtained from the Audit Office as regards the admissibility of the

leave and then the leave sanctioned.

In the case of officers having statutory functions such grant of leave should invariably be

communicated in the form of a notification and published in the Gazette. Copies of

sanctions should be sent to the Audit Office also for information.

(b) Non-Gazetted Officers.— Applications should be submitted to the authority competent

to sanction the leave.

Note:— These rules apply to leave other than casual leave.

(c) Every application for leave (other than leave for which production of Medical Certificate

is prescribed) of a Gazetted Officer which requires the sanction of Government, should

reach Government not less than a month before the date from which the leave is

required. Similarly, every application for an extension of leave to a Gazetted Officer

should reach Government not less than two weeks before the date of the expiry of the

leave already granted. Ordinarily, no Gazetted Officer, who has applied for leave or for

an extension of leave, and to whom such leave or extension of leave has been granted

by Government, will be permitted to cancel any portion of such leave or extension of

leave. Strong grounds must be urged for failure to comply with the above rules in cases

where this becomes absolutely necessary.

(d) The Head of a Department should not refuse to forward to the Government the leave

application of a Gazetted Officer, in a case in which the Government alone can grant the

leave applied for. No Head of a Department has the right to curtail the discretion of the

Government in regard to the grant (or refusal) of leave to an officer to whom the

Government alone can grant or refuse such leave. All applications for leave by a

Gazetted Officer should, therefore, be submitted to the Government, in cases in which

the leave applied for is a kind which the Government alone can grant. This does not, of

course, take away from the Head of a Department the discretion of recommending to

the Government to refuse the leave applied for in any case.

Custody of valuable documents

333. (1) The several documents to be dealt with may be broadly classed under the following

heads:—

(a) Securities deposited with a Government Officer ex-officio.

(b) Those which relate to some permanent arrangement affecting Government interests,

to which Government is a party, such as deeds of building purchased by Government

and bonds executed by persons making permanent endowments.

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 243

(c) Those which relate to agreements executed by contractors, agreements for

agricultural and other loans.

(d) Documents presented by parties for particular purposes, viz., registration, or in the

course of judicial or other proceedings, before Government officers and all other classes

of valuable documents not specifically referred to above.

(2) (i). As regards (a) Securities in Trust, the statutory rules on the subject should be

strictly followed.

(ii). Documents in the possession of the head of an office com ing under (b) should

be sent to the Chief Secretary to Government for safe custody as soon as

practicable after the order for record is passed on them by the proper authority,

an office copy thereof being retained if necessary for reference.

(iii). Documents comprised under (c) will ordinarily have to be retained by the

respective Heads of Departments or District Collectors or District Treasury

Officers or other Officers representing Government in the transactions till

they are finally disposed of.

(iv). The procedure regarding papers falling under (d) is to be governed by

statutory rules or departmental orders. Where no such rules or orders exist

the Heads of Departments should prescribe the best arrangement possible

for the safe custody of all such valuable documents with the approval of

Government wherever necessary.

(v). In all offices, a register of valuable documents in the form given below

should be maintained and the receipts and disposals noted therein with the

initials of a responsible officer. The documents should be preserved in safes

or other receptacles intended to keep valuables coming into the possession

of the officers concerned.

Serial No.

No. and date of letter with which received

From whom received

Particulars

Initials of Head of Office

Officer to whom made over

Initials of Officer

How disposed of

Initials of Head of Office

1 2 3 4 5 6 7 8 9

Register of valuable received in the office of .......................

(vi). The articles deposited for safe custody in Treasuries should be verified by

the Officer who deposited them at least once in a year. For this purpose, the

CHAPTER XIII] MISCELLANEOUS SUBJECTS [ 244

articles deposited in Treasuries should be taken back, the contents verified

and re-deposited (if necessary) once in a year. Verification should also be

made whenever there is a change of incumbent or change of designation or

change of jurisdiction of the officer who deposited the articles for safe

custody.

(vii). Officers who conduct inspection of Offices, should scrutinise the register of

valuable documents and satisfy themselves that the entries therein are

correct and up-to-date and that the rules regarding the safe custody of such

documents are observed.

Service books

334. A record of services of every Government servant should be maintained in accordance with

the Service Rules applicable to each case. The Accountant General will maintain the record

for gazetted Government servants in the “History of Services” which he complies. The head

of each office should maintain the record for each non-Gazetted Government servant working

under him in a service book (or service roll). When an employee is transferred to another

office, his service book should be sent to the head of the office to which he is transferred and

not made over to him, nor should it be given to him when proceeding on leave. When non-

Gazetted Officers are officiating in gazetted appointments, their service book should be kept

by the head of the office to which each such officer permanently belongs, but when they are

confirmed in such appointments their service book should be forwarded to the Accountant

General’s Office for record.

Register of books and periodicals

335. (a) All books and periodicals received in an office will be entered in a register in

Form 19.

(b) Every officer upon receiving charge of an office to which a library or collection of

books, etc., for official use is attached must satisfy himself as to the State of the

library and the books, etc. Unless otherwise reported, it will be assumed that he

received the library or the books, etc., in good order and he will be held thenceforth

personally responsible for any defect.

(c) All books appearing in the register of books or catalogue of the library on the last

date of March of every year should be counted and examined by the heads of

offices or institutions concerned or by one of their Gazetted Assistants. A certificate

to this effect should be furnished by the head of each office, on the 15th of April

every year along with the acknowledgement for the amount of permanent advance

in Form 8 (A) (See also Article 97).

Erasures

336. A Government servant should on no account erase or overwrite an entry in any cash book,

account register or schedule. If he finds it necessary to make a correction he should cancel

the incorrect entry neatly in red ink and insert the correct entry. Whenever a Government

servant makes any correction or interpolation in any such document, he should request the

head of office to authenticate it by writing his dated initials against it [See also Rule 210 (c),

Part V of the Kerala Treasury Code].

Supply of Forms

337. Standard forms prescribed for use by Government offices including the forms prescribed in

this Code, the Kerala Treasury Code and the Kerala Account Code will be available for issue

from the Printing Department. The forms should be obtained by indents on the

Superintendent, Government Presses, Trivandrum in accordance with the rules for the supply

of forms.

Destruction of official records connected with accounts

338. A competent authority may destroy official records from time to time subject to the careful

observance of the relevant rules contained in the departmental code or manual and of any

other relevant orders of the Government. The following rules apply generally to the

destruction of records (including correspondence) connected with accounts.

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 245

(a) The following should on no account be destroyed:—

(i) Records connected with expenditure which is within the period of limitation

fixed by law;

(ii) Records connected with expenditure on projects, schemes or works which

have not been completed, even though the expenditure is not within the

period of limitation fixed by law;

(iii) Records connected with claims to service and personal matters affecting

Government servants who are still in service ;

(iv) Orders and sanctions of a permanent character until revised ;

(v) Cash Book and Classified Ledger, Stock Register of Furniture (Stores), etc.,

and Treasury Remittance Books ;

(vi) The list showing details of records ordered to be destroyed; and

(vii) Lapsed lists of Judicial Deposits.

(b) The following records should be preserved for not less than the periods specified

against each item :-

1. Pay bills and when maintained separately

acquittance rolls for pay and allowances

(other than travelling allowance) of

Government servants for whom no

Service Books or Service Rolls are

maintained

35 complete years

2. Pay bills and when maintained separately

acquittance rolls for pay and allowances

(other than travelling allowance) of

Government servants for whom Service

Books or Rolls are maintained

35 complete years

Note:— These should be preserved for such time as may be considered necessary

beyond this period if the acquittance rolls of the period are not forthcoming

3. Pay bills and when maintained separately

acquittance rolls of last grade

Government servants

45 complete years

4. Register of contingent expenditure 5 do

5. Contingent bills 5 do

6. Detailed budget estimates of an office 5 do

7. Travelling allowance bills and acquittance

rolls relating thereto

3 completed years

8. Pension cases (including the service

books and leave accounts attached to

them) in which invalid or compensation

pension have been sanctioned

25 years or 3 years after the

death of the pensioner

CHAPTER XIII] MISCELLANEOUS SUBJECTS [ 246

9. Other pension cases (including the

service books and leave accounts

attached to them)

5 years after the retirement of

the Government servants

concerned.

Note 1:—Service books and other papers relating to a claim for gratuity should be retained

until the claimant attains 55 years of age, or dies, whichever is earlier and also until final

orders have been passed on the claim.

Note 2:—In regard to service books of officials who have ceased to be Government servants,

See instructions under Rule 142 of Part III of K.S.R.

Note 3:—In the case of pension/gratuity, the service books/service rolls should be finally

retained in the office in which the officer was serving at the time of retirement.

10. Statements of monthly progressive

expenditure and correspondence relating

to any discrepancy in figures

2 complete years*or until the

process of reconciliation of

departmental figures with the

accounts figures is finally

completed whichever is later.

[Addition.

C.S.No.8/80

G.O.(P)521/8

0/Fin. dated

21-8-1980.]

11. Mortality returns of pensioner 5 complete years.

12. Counterfoils of receipt books and used

Cheque books

6 do.

13.

**

Treasury chalans (treasury receipts for

remittances to the treasury

6 do. [Substitution.

C.S.No.9/77

G.O.(P)408/77/

Fin. dated, 24-

10-1977.]

14. Service stamps accounts 3 do.

15. Register of personal and other advances 10 do.

16. Sub-vouchers not sent to the audit office 5 complete years.

Note:— The sub-vouchers relating to Secret Service Expenditure may be destroyed after the

prescribed period of preservation only if the administrative audit has been completed and the

audit certificate issued by the nominated controlling officer.

17. Register of recoveries 40 complete years

18.

**

[Court Deposit Registers 20 years from the year

following that in which the

items have been lapsed or in

the case of works and

personal deposits from the

year following that in which

the accounts have been

closed].

[Substitution.

C.S.No.9/77

G.O.(P)408/7

7/Fin. dated,

24-10-1977.]

19. Counterfoils of Court Warrants for deposit

repayments

5 complete years

20. Security Registers 40 do.

(c) When the Government have prescribed a minimum period after which records of a

particular kind may be destroyed, Heads of Departments and other officers

authorised in this behalf may order in writing the destruction of such records in their

own and subordinate offices on the expiry of that period. Before the head of an

office allows any pay bills or acquittance rolls to be destroyed he should take care

to satisfy himself that the procedure in regard to the maintenance and verification of

CHAPTER XIII] THE KERALA FINANCIAL CODE, VOLUME I [ 247

service books prescribed in the Service Rules has been strictly followed in regard

to those pay bills or acquittance rolls.

(d) The Head of a Department is competent to sanction the destruction of such other

records in his own office and the offices subordinate to him as he considers to be

useless, but he should forward a list of such records as properly appertain to the

accounts audited by the Indian Audit Department to the Accountant General and

await his concurrence in their destruction before ordering them to be destroyed.

(e) Heads of Departments should prepare a comprehensive list of such of the records

as are due for destruction in their own offices, and also get similar lists from those

of their subordinates at the appropriate time. The records may then be ordered to

be destroyed in the presence of a responsible officer and the record-keeper. The

records may be destroyed by burning. If it is decided to sell useless records as

waste paper, care should be taken to see that every page is torn into small pieces

before it is disposed of by sale. Gazettes, books and periodicals which are no

longer required should, however, be sold intact, as waste paper.

(f) Every head of an office should see that lists showing full details of all records

destroyed from time to time are properly prepared and retained permanently.

Reports of deaths of pensioners

339. Every executive authority of a Municipal Council or City Corporation and Village Officer

should report immediately to the disbursing officer concerned the death of any person who

was residing within his jurisdiction and drawing a Government pension, whether civi l military,

political or of any other kind. Pension Disbursing Officers should supply these authorities with

lists of the pensioners residing within their respective jurisdiction. Whenever any pension

remains undrawn for three months, the disbursing officer should immediately ask the

Municipality/City Corporation or Village Officer concerned inform him at once whether the

pensioner is still alive or not.

On receipt of intimation of the death of a Civil pensioner the disbursing officer should report

the particulars immediately to the Accountant General.

CHAPTER XIV] MISCELLANEOUS SUBJECTS [ 248

CHAPTER XIV

DELEGATION OF UNION FUNCTIONS TO THE

STATE GOVERNMENT BY CONSENT OF THE STATE

340. The Government are primary concerned with State transactions to which the rules in the

foregoing chapters apply. The Government also exercise certain functions in relation to

Union subjects under powers delegated to them. These functions fall under the following

categories:—

(i) Statutory and other executive functions entrusted by the Central Government

to the Government and their Officers with the Government’s consent [Article

258 (1) of the Constitution of India].

(ii) Functions imposed by Acts of the Parliament upon the Government and their

officers [Article 258 (2) of the Constitution of India].

The transactions relating to these functions are regulated by the rules and

orders issued from time to time by the Central Government and embodied in

the “General Financial Rules of the Central Government” or other Central

Government Codes and Manuals.

The Budget Manual contains a summary of the general instructions issued for

the guidance of estimating officers and others in regard to the estimates of

revenue and expenditure relating to the Union subjects and the control of such

expenditure.

THE KERALA FINANCIAL CODE, VOLUME I [249

ANNEXURE

ANNEXURE I] THE KERALA FINANCIAL CODE, VOLUME [ 250

Blank

ANNEXURE I] THE KERALA FINANCIAL CODE, VOLUME I [ 251

ANNEXURE I

Sl. No. Existing Heads of Account Revised Heads of Account

1. 065A Administration of Justice, (C)

Fees, Fines and forfeitures, Other

receipts

0070 Other Administrative Services –01

Administration of Justice –101

Services and Service fees –102

Fines and forfeitures –800

Other Receipts.

2. 268 Miscellaneous General

Services

2075 Miscellaneous General Services –800

—Other Expenditure— Other Expenditure –89

Allowances to the members of the

Ruling Family, Travancore—

Pensions

Allowances to the Members of the Ruling

Family, Travancore-Pensions.

3. 229, Land Revenue— 2029 Land Revenue

Other Expenditure— —800 Other Expenditure

Other Miscellaneous charges. —90 Other Miscellaneous charges.

4. 766—Loans to Govt. Servant etc.

7610 Loans to Govt. Servants etc.

Other Advances— —800 Other Advances—

Advance for the Purchase of

furniture to Junior I.A.S. Officers.

93 (01) Advance for the purchase of furniture

etc. to Junior IAS Officers.

5. 766 Loans to Govt. Servants etc.

7610 Loans to Govt. Servants etc.

Other Advances— —800 Other Advances—

—94 Warm Clothing Advances

6. 766 - Loan to Govt. Ser vants, etc., 7610 Loan to Govt. Servants, etc.

—800 Other Advances

(d) Festival Advances —99 Festival Advances/Onam Advances

7. 677 Loan for Education, Art and

Culture

6202 Loan for Education, Sports, Art and Culture—

01 General Education

—201 Elementary Education

—202 Secondary Education

—203 University and Higher Education

ANNEXURE I] THE KERALA FINANCIAL CODE, VOLUME I [252

—205 Language Development

—600 General

—800 Other Loans — General

—02 Technical Education

—104 Polytechnic

—105 Engineering/Technical Colleges and

Institute

—800 Other Loans for Technical Education

03 Sports and Youth Services

—800 Other Loans for Sports and Youth

Services

04 Art and Culture

—800 Other Loans for Art and Culture.

8. 766 Loans to Govt. Servants, etc— 7610 Loans to Govt. Servants etc.—

Other Advances— 800 Other Advances

Advance for the purchase of

Mosquito Nets for the Gazetted

and Non-Gazetted Officers.

—98 Advances for Purchase of Mosquito Nets

for the State Service Officers.

9. 306, Minor Irrigation 2702 Minor Irrigation—

01 Surface Water

—102 Lift Irrigation

—001 Direction and Administration

—800 Other Expenditure

02 Ground Water

—005 Investigation

—103 Tube Wells

80 General

—799 Suspense

—052 Mechinery and Equipments

—005 Investigation

10. 706 Loans for Minor Irrigation, Soil

Conservation and Area

Development, by operating the Sub

head Deduct—

Amount transferred to other heads

of account.

6402 Loans for Soil and Water Conservation 102 Soil

Conservation

11. 850 Civil Advances— 8550 Civil Advances

Other departmental advances —102 Revenue Advances

—103 Other Departmental Advances

—104 Other Advances

12. Cost of boundary 8550 Civil Advances

ANNEXURE I] THE KERALA FINANCIAL CODE, VOLUME I [253

Marks recoverable from Land

Holders, below 850 Civil Advances,

Revenue

—102 Revenue Advances —

Advances — Advances for Survey

Operations

—99 Advances for Survey Operations

13 850 Civil Advances— 8550 Civil Advances

Revenue Advances — 102 Revenue Advances —

Advances for Survey Operations — 99 Advances for Survey Operations—

Cost of boundary Marks

recoverable from Land holders.

(05) Cost of boundary Marks recoverable from

Land holders.

14. 029, Land Revenue 0029 Land Revenue —

—Other receipts— 600 Other Receipts —

Receipts in connection with Survey

and settlement operations.

99 Receipts in connection with Survey and

settlement operations.

15. 229 Land Revenue Survey and

settlement operations

2029 Land Revenue

—101 Land Revenue Collection charges

—102 Survey and settlement operations

—103 Land Records

—800 Other Expenditure

—795 Irrecoverable Loan written off

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [ 254

ANNEXURE II

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 278/90/Fin. Dated, Thiruvananthapuram, 21st April 1990.

Abstract:- Advance – House Construction Advance to Government Servants – Grant of Advance for the Purchase of Ready

Built Flats from Private Housing Agencies – Orders issued.

ORDER

As per the existing Rules in the Kerala Financial Code, Volume I, there is no provision for the grant of

House Construction Advance to Government Servants for the purchase of flats from private Housing

Agencies, even though there is provision for grant of House Construction Advance for the purchase of

ready built flat from Kerala State Housing Broad. Requests have been received by Government for the

grant of House Construction Advance for the purchase of ready built flats from Private Housing Agencies.

2. Government have examined, the matter and are pleased to order that House Construction Advances

will be sanctioned to an Officer/Officers on Joint Salary Basis for the purchase of ready built flats from

Private Housing Agencies. The general principles and conditions in Sections A, B and C of Article 244,

KFC, Volume I will be applicable to these cases of advances, in additional to the following conditions:—

(i)The house/flat proposed to be purchased should be newly built and has not been lived in, since

its construction.

(ii)It is to be acquired on outright purchase basis and not on hire purchase basis.

(iii)The Government Servants should get the right to mortgage the house/flat to the Governor of

Kerala.

(iv) The total cost of house/flat does not exceed the prescribed cost ceiling.

(v) The cost of the house/flat has not already been paid by the applicants.

(vi)The house/flat should be valued by the PWD authorities not below the rank of an Assistant

Executive Engineer having jurisdiction over the area in which the house flat is situated.

(vii)The letter from the seller indicating the price and willingness to handover a clearly

distinguishable flat within 2 months should be produced.

3. The amount of advance will be paid to the applicants in one lump:–

(a) after assigning LIC Policies taken by the loanees in the Official Branch of the State

Insurance Department or the L.I.C. of India or the postal Insurance for an amount sufficient to cover 50%

of the amount of the loan.

(b) after assigning Death-cum-Retirement Gratuity to the extent of 25% of the loan amount.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [255

(c) after obtaining an agreement on stamp paper from the loanees agreeing to purchase the

flat and execute a deed mortgaging the flat to Government within a period of 2 months from the date of

drawal of the advance and for the prompt repayment of the principal and interest accrued thereon. A

form, of Agreement is appended to this Government Order.

4. The rules for the grant of House Construction Advances mentioned in Section C, Kerala Financial

Code, Volume I, are modified to the above extent.

By order of the Governor,

P. S.DHARMARAJAN,

Additional Secretary (Finance).

APPENDIX

ARTICLES OF AGREEMENT made this the ………………………............

................................................................................ day of ……............................... ............................................ Two

thousand and ............................... ...................................................................................................…........BETWEEN THE

GOVERNOR OF KERALA (hereinafter referred to as the “Government”) of the one part and Sri. .........................................

(here enter name, age and house address) now employed as.........................................................................................

and/Smt........................................................... (here enter name and address of the wife) now employed as

.................................................................(hereinafter called “the Bounden”/“the Boundens”), on the other part.

WHEREAS the bounden/boundens has/have applied to Government for loan of Rs................... (Rupees

........................................................... only) under the rules for the grant of house construction advance to the Government

employee(s) for the purchase of flat from the ............................................. (Here enter the name of the Private Housing

Agency) (Hereinafter called “the Agency”.)

WHEREAS at the request of the bounden(s) the Government as per G.O. No. ............................ dated

............................... which shall form part of this deed (hereinafter referred to as the said order) have sanctioned an advance

of Rs. .................................................. (Rupees ..................................... only) for the purchase of flat

...........................................from the ...................................... .................. more particularly mentioned and described in the

Schedule hereunder written, subject to the provisions of the Kerala Financial Code (hereinafter referred to as “the said

Code”) which expression shall include any amendments thereof or addition thereto for the time being in force.

AND WHEREAS the Government have ordered that loan amount of Rs. ............................... (Rupees

...................................................... only) will be paid to the bounden/s in one lump after assigning the Insurance Policy No.(s)

................. for Rs..................... (Rupees ................................................ only) and D.C.R.G. of Rs. ....................................

(Rupees ............................................only) in favour of Government as laid down in the said rules and also after executing an

agreement by the bounden/s.

WHEREAS the bounden/boundens has/have as provided in the said code, assigned in favour of the Government,

Insurance Policy No.(s) ................. issued by ............................ for ................................... (Rupees

................................................. only) to cover fifty per cent of the loan amount, and D.C.R.G. of Rs. ..................................

(Rupees ................................................ only) to cover twenty-five per cent of the loan amount, and D.C.R.G. of Rs.

.................................. (Rupees ................................................. only) to cover twenty-five per cent of the loan amount.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [256

NOW THESE PRESENTS WITNESS AS FOLLOWS:–

1. In consideration of the sum of Rs. ................ (Rupees ............................................... only) paid........................ by the

Government to the bounden/boundens (the receipt of which the bounden hereby acknowledges/boundens do

hereby acknowledge) the bounden/boundens shall:

(a) Within two months from the date hereof purchase in the name of the bounden/boundens with the loan

amount the flat allotted by the .............................. mentioned and described in the

schedule............................ hereunder written .

(b) within the said, period execute a mortgage bond hypothecating the said flat in favour of the Government in

addition to the Insurance Policy/Policies and D.C.R.G. hereby assigned by way of security for the

repayment of the loan amount and for the performance of the terms and conditions prescribed in the said

Code.

(c) repay the Government the said amount of Rs. .................................. (Rupees

............................................................... only) with interest ......................................calculated according to

and in the manner provided in the said Code.

2. If the bounden/boundens fail(s) to purchase the flat within the said period of two months and/or

hypothecate it to the Government or if the bounden/boundens commits/commit breach of all or any of the provisions

of the said Code and in these presents, or for any reason the bond in favour of the Government is not executed, the

whole amount hereby advanced with interest accrued thereon shall immediately become payable in a lump.

3. The bounden/boundens hereby further agree(s) that all sums payable or found due to the Government

under or by virtue of these presents shall be recovered from the bounden/boundens and his/her properties movable and

immovable under the provisions of the Revenue Recovery Act for the time being in force as though such sums are

arrears of land revenue or in such other manner as the Government may deem fit.

The Schedule above referred to.

(Here enter details of the flat allotted by the Housing Agency, .............................................)

In witness whereof Shri. .................................................... (here enter name and designation of the Officer) for and on

behalf of the Governor of Kerala and Shri ...................................... and Smt........................................................ (the

bounden/boundens) has/have here unto set his/their hands on the day and year first above written.

Signed by:— (1) Shri. ...............................................................................

(2) Smt. ...............................................................................

In the presence of witnesses:—

(1) .........................................................

(2) .........................................................

Signed by:— (1) Shri ................................................................................

(2) Smt. ...............................................................................

In the presence of witnesses:—

(1) .........................................................

(2) .........................................................

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [257

FINANCE (LOANS) DEPARTMENT

G.O.(P) 436/91/Fin. Dated, Thiruvananthapuram, 31st July 1991.

Abstract:—Advance—House Construction Advance to Government Employees—Additional Loan from Recognised

Financial Institutions—Creation of *Second Mortgage —Recommendations of the V Pay Commission —

Implementation of—Orders issued.

ORDER

The V Pay Commission has recommended that a provision for a second mortgage for obtaining an additional loan from

recognised Financial Institutions similar to the provision in the Central Government House Building Advance Rules may be

made in the State Rules also. At present a second charge on the property already mortgaged to Government for obtaining

additional loan from an outside agency is not permissible as per Article 244 c(ii) Kerala Financial Code Volume I.

2. Government have examined the matter in detail and are pleased to order that the State Government

Employees will be permitted to obtain an additional loan from recognised financial institutions as detailed below and to

create a second mortgage on the property already pledged to Government.

(1) Banking Institutions including Co-operative banks;

(2) Financial Corporations set up by the State Governments which provide loans for house construction;

(3) Apex Co-operative Housing Finance Institutions;

(4) Public Companies formed and registered in India with the main object of carrying on the business of providing

long term finance for constructing or purchase of houses in India for residential purposes, like the Housing

Development Finance Corporation Limited.

3. This permission will be subject to the condition that they obtain prior permission from the Head of

Department/Government in Finance Department and draft deed of second mortgage is submitted to the Head of

Department/Government in Finance Department for scrutiny.

4. It would be for the Government Employees to ascertain the willingness of the Financial Institutions

concerned to accept the second charge before applying for permission to the Head of the Department. In all cases, the

expenditure on registration of the Mortgage Deed etc., shall be borne by the Government Servants themselves as at

present.

5. In the event of the loanee Government Employee creating a second mortgage only by deposit of title deeds

in favour of the Financial Institution the documents in possession of Government will be handed over to the concerned

Financial Institution for the purpose of creating the second mortgage. The Financial Institution should convey their

willingness to the concerned Head of Department of the Government Employee to sanction the loan on second charge. The

Head of Department will then issue formal orders for transmitting the title documents to the Financial Institution. The

documents will be handed over only after executing a tripartrite agreement on stamp paper by Government loanee, and the

Financial Institution to abide by the terms and conditions in this regard, in the form appended.

(i) The documents of title shall be held and retained by the Financial Institution concerned only as second

mortgage subject and subordinate to the rights of Government.

* The Second Mortgage mentioned in this G.O. is the Mortgage to a Financial Institution other than Government.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [258

(ii) The Concerned Financial Institution shall not at any time or for any reason part with the deeds without the

written consent of Government and only on such conditions as may be imposed by Government at its discretion.

(iii) After at any time the concerned Financial Institution ceases to be second mortgagee the said Financial

Institution shall return the title deeds to Government only, whether or not any demand in this behalf is made by Government.

(iv) The Financial Institution shall produce the title deeds as and when required by Government for any reason

whatsoever regardless of whether the second mortgage due to be in existence or otherwise discharged. As soon as the

purpose is served the same shall be returned to the Financial Institution to be dispensed subject to these conditions.

(v) Nothing in these provisions shall be construed to create any financial or other obligation or liabilities in the

first Mortgagee vis-a-vis the Financial Institution or shall in any manner alter, abridge or abrogate the rights of Government

as first mortgagee, who shall always be the paramount mortgagee.

6. The total amount of House Building Advance sanctioned by Government and the loan raised by

Government Servants from outside Institutions shall not exceed the cost ceiling limits of 70 times of basic pay subject to a

maximum of Rs. 3.00 lakhs.

7. Necessary amendments to the Kerala Financial Code will be issued separately.

By order of the Governor,

P. S.DHARMARAJAN,

Additional Secretary (Finance).

APPENDIX

FORM OF AGREEMENT TO BE EXECUTED BY EMPLOYEES AVAILING OF ADDITIONAL LOAN FROM OUTSIDE

AGENCY ON SECONDCHARGE

The agreement is executed on this the...................................... day of Two thousand and ......................................

between the Governor of Kerala (hereinafter referred to as the Government) on the one part and Sri/Smt.

......................................................................... (here enter name and home address)

........................................................................................................................ now employed as

................................................................................................. (hereinafter referred to as the bounden) on the Second Part

and M/s ........................................................................ (name of Financial Institution) (hereinafter referred to as the Financial

Institutions) on the third part.

WHEREAS by way of security for the loan amount sanctioned as per G.O.(MS) No. ........................ dated

........................................ for the construction of a residential building for his own residence (hereinafter referred to as the

said building) the bounden has mortgaged to Government the properties comprised in Sy. No................................. of

....................................... Village ............................. Taluk by a mortgage deed dated ............................................ registered

as No. ............................... at the ........................................................... Sub Registry Office (hereinafter referred to the

Security Property) for the due repayment of the above loan with interest.

WHEREAS the bounden has approached the Financial Institution for the completion of the said building by creating a

second charge over the said property.

AND WHEREAS the Financial Institution has agreed to sanction an additional loan on creation of a second charge over

the said security properties.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [259

AND WHEREAS the bounden has now approached the Government for the transfer of the title deeds kept under the safe

custody of Government to the Financial Institution for creating a second mortgage for the purpose of availing an additional

loan of Rs. ............................. for the completion of the said building.

AND WHEREAS the Government have agreed to the proposal of availing financial assistance by the creation of a second

mortgage and ordered as per G.O. No. ............................ that the title deeds will be transferred to the Financial Institution for

the purpose of creating a second mortgage as per the terms and conditions therein and in the Kerala Financial Code

contained (hereinafter referred to as the said order which shall form part of this agreement as if incorporated herein).

Now these presents witness and mutually agreed as follows:—

(i) The bounden and the Financial Institution shall abide by the terms and conditions prescribed in the said order

and in the Kerala Financial Code for the creation of a second charge over the property mortgaged to

Government.

(ii) If the Financial Institution takes any step for the recovery of the entire amount due to them before the

repayment period of the loan granted by Government that Institution shall only be entitled to such portion of the

amount after paying the entire amount due to Government by way of principal and interest.

In witness thereof Sri/Smt.................................................................................. for and on behalf of the Governor and

Sri/Smt........................................................................................... the bounded and

Sri/Smt.................................................................................................. on behalf of the Financial Institution have hereunto set

their hands the day and year first above written.

Signed by Sri .................................................................................

In the presence of witnesses:—

1........................................................................................

2.........................................................................................

Signed by Sri ................................................................................. (the bounden)

In the presence of witnesses:—

1........................................................................................

2.........................................................................................

Signed by Sri ................................................................................. (Financial Institution)

In the presence of witnesses:—

1........................................................................................

2.........................................................................................

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [260

FINANCE (LOANS) DEPARTMENT

G.O. (P) No. 536/92/Fin. Dated, Thiruvananthapuram, 17th September 1992.

Abstract.— Loans and Advances to Government Servant – Drawal of House Building Advance and Motor

Conveyance Advance by Gazetted Officers–Revised Procedure– Order Issued.

Read.— 1. G. O. (P) 224/76/Fin., dated 29-7-1976.

2. G. O. (P) 343/76/Fin., dated 4-11-1976.

3. Letter No. Co-ord. IV/12-44/Vol. 44/99/345 dated 8-8-1989 from Accountant General (A&E),

Thiruvananthapuram.

ORDER

In the G. O. read as Ist paper above among other things, it has been ordered that the Head of

Department/sanctioning authority shall authorise the Head of Office/Drawing Officer to claim and disburse the House

Building Advance to the applicant on proper acquittance. The Accountant General in his letter read as third paper above has

pointed out that this procedure leads to anomalous situations and hence suggested the Government to consider the

desirability of modifying the relevant articles in the Kerala Financial Code, Vol. I so as to allow the Gazetted Officers to draw

the Motor Conveyance Advance/House Building Advance from the Treasuries from which their pay and allowances are

being drawn.

2. Government have examined the matter and are pleased to order that in the case of Gazetted Officers the bill

claiming the House Building Advance/Motor conveyance Advance will be drawn by the Officer from the treasury from which

his pay and allowances are being drawn with the countersignature of the Controlling Officer/Head of Office instead of the

Drawing Officer drawing and disbursing the amount.

3. Necessary amendment to the relevant articles of Kerala Financial Code, Vol. I will be issued separately.

By order of the Governor,

M. C. GEEVARGHESE

Additional Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [261

GOVERNMENT OF KERALA

Abstract

INTRODUCTION OF A SCHEME FOR SANCTIONING ADVANCE TO ALL INDIA SERVICE OFFICERS IN THE STATE TO PURCHASEPERSONAL

COMPUTERS—ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 474/95/Fin. Dated, Thiruvananthapuram, 3rd August 1995.

Read.– 1. Office Memo No. F. 19 (4) E 11 (A)/88. dated 22-6-1989 of Ministry of Finance, Government of

India.

2. Minutes of the meeting of Secretaries to Government held on 2-4-1994.

3. G. O. (P) 500/94/Fin., dated 3-9-1994.

ORDER

In the Office Memorandum read as first paper above, Government of India have issued orders that Government Servants

who are eligible for the grant of Motor Car Advance under the provisions of General Financial Rules 1963, can either draw

an advance not exceeding Rs. 45,000 for the purchase of a ‘Personal Computer’ or an advance for the purchase of a Motor

Car as per their entitlement subject to the same terms and conditions under which advance for the purchase of a Motor Car

is sanctioned.

2. The proposal for advancing loans for the purchase of computers in lieu of car loan to All India Service Officers was

discussed in the meeting of Chief Secretary with Secretaries held on 2-4-1994 and it was recommended that the facility

should be extended to All India Service Officers serving the Government of Kerala.

3. Government have examined the case in detail and are pleased to order that All India Service Officers who are eligible

for the grant of Motor Car advance under the provisions of Kerala Financial Code Volume I can avail an advance not

exceeding Rs. 45,000 for the purchase of personal computer subject to the following conditions:

(i) The All India Service Officers who are eligible for grant of Motor Car Advance under the provisions of

Kerala Financial Code will be entitled to get the computer loan.

(ii) Those who have already availed an advance for purchase of Motor Car will be eligible for an advance to

purchase personal computer only after completion of 4 years from the drawal of the advance. (Similarly an advance for

purchase of a Motor Car will be sanctioned only after 4 years from the date of drawal of the computer loan.)

(iii) The total outstanding advance for purchase of motor car and the amount of advance for computer together

shall not exceed the maximum amount admissible for car loan or 20 times of the basic pay of the applicant, whichever is

less.

(iv) The computer purchased is to be mortgaged in favour of Government of Kerala.

(v) No advance will be sanctioned for payment of customs duty.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [262

RECOVERY OF ADVANCE

The advance sanctioned for the purchase of a personal computer and interest accured thereon shall be recovered in such

number of equal monthly instalments as the Government servants may elect, but not exceeding 144.

INTEREST

(i) Simple interest at such rates as fixed by Government from time to time for the Motor Car Advance shall be

charged on advances granted to All India Service Officers for the purchase of personal computer.

(ii) All other conditions laid down in the Kerala Financial Code Volume I regulating the sanctioning of Motor

Car advance will also apply to the advance sanctioned for the purchase of personal computer.

4. Expenditure during the current year will be incurred only after following the ‘New Service Procedure’.

5. The orders issued in the G.O. read as 3rd paper above stand cancelled.

6. Necessary amendments to the Kerala Financial Code will be issued separately.

By order of the Governor,

S. SUNDARESHAN,

Secretary (Finance Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [263

GOVERNMENT OF KERALA

Abstract

INTRODUCTION OF A SCHEME FOR SANCTIONING ADVANCE TO ALL INDIA SERVICE OFFICERS IN THE STATE TO PURCHASE PERSONAL

COMPUTER—MODIFIED ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 130/96/Fin. Dated, Thiruvananthapuram, 23rd January 1996.

Read.–1. G. O. (P) No. 474/95/Fin. dated 3-8-1995.

2. Office Memo No. F. 16 (7) F. II (A)/94 dated 3-11-1995 of the Ministry of Finance, Government

of India.

ORDER

In partial modification of the orders issued in the G.O. read above, Government are pleased to order that an eligible

officer will be entitled to draw both Motor Conveyance Advance and Personal Computer Advance at the same time subject

to the following conditions:–

(i) The Officer who has already drawn an advance for purchase of Personal Computer and a period of 8

years has not elapsed from the date of drawal of the earlier advance shall not be eligible for the grant of 2nd or subsequent

advance for the purchase of a Personal Computer.

(ii) Application, agreement and mortgage deed for the grant of advance for the purchase of a Personal

Computer shall be required to be made in Form No. 25 A, 26 & 27 respectively in Kerala Financial Code Volume II

substituting the words ‘Motor Vehicle’ with the words ‘Personal Computer’.

The condition stipulated under para 3 (iii) of the G.O. dated 3-8-1995 is hereby cancelled.

Orders issued in the G. O. read above will stand modified to this extent.

By order of the Governor,

ALOK SHEEL,

Special Secretary (Finance Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [264

GOVERNMENT OF KERALA

Abstract

LOANS AND ADVANCES – INTRODUCTION OF A SCHEME FOR SANCTIONING ADVANCE TO STATE GOVERNMENT OFFICERS AND OFFICERS

OF JUDICIAL SERVICE FOR THE PURCHASE OF PERSONALCOMPUTER – SANCTIONED –ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 930/96/Fin. Dated, Thiruvananthapuram, 14th November 1996.

Read.–1. G. O. (P) No. 474/95/Fin. dated 3-8-1995.

2. G.O. (P) No. 130/96/Fin. dated 23-1-1996.

ORDER

In the Government Order read as first paper above Government have introduced a Scheme for sanctioning an advance

not exceeding Rs. 45,000, to All India Service Officers in the State Service who are eligible for Motor Car advance for the

purchase of Personal Computer subject to certain terms and conditions. The terms and conditions were subsequently

modified as per Government Order read as 2nd paper above.

2. Government have been requested to extend the benefit ordered in the Government Order first cited to the State

Government Officers and Officers of the Judicial Service also.

3. Government have examined the matter in detail and are pleased to extend the benefit sanctioned as per the

Government Orders read above to the State Government Officers and Officers of the Judicial Service also subject to the

same terms and conditions stipulated thereon.

By order of the Governor,

S. VARADACHARY,

Principal Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [265

GOVERNMENT OF KERALA

Abstract

KERALA FINANCIALCODE VOLUME I, ARTICLE 7 (2)—DAILY COLLECTION—REMITTANCE IN TREASURY—PERIOD OF REMITTANCE

FURTHER ORDERS—ISSUED

FINANCE (RULES) DEPARTMENT

G.O.(Ms.) No. 1490/98/Fin. Dated, Thiruvananthapuram, 27th May 1998.

Read.–Letter No. C3/2790/97/LS, dated 26-10-1997 from the Director of Animal Husbandry.

ORDER

Article 7 (2), Kerala Financial Code, Volume I envisages remittance of daily collection of each office into the Treasury the

next working day. When this is not possible owing to distance from the Treasury or any other reason the money should be

remitted periodically, i.e., at least once in a week. Offices having huge collection are permitted to make more than one

remittance in a week, provided the amount of each remittance is not less than Rs. 500.

Proposals for enhancing this limit to Rs. 2,000 or above have been received from certain Government Departments.

After having examined the matter in detail, Government are pleased to order that the number of remittance of revenue

collection into the Treasury will be limited to two per month.

These orders will take effect from the date of order.

By order of the Governor,

V. P. REGHU,

Additional Secretary.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [266

GOVERNMENT OF KERALA

Abstract

ISSUANCE OF RAILWAYWARRANTS TO POLICEPERSONNEL WHO TRAVEL BY KONKANRAILWAY—ORDERS ISSUED

FINANCE (EXPENDITURE ‘B’) DEPARTMENT

G.O.(Ms) No. 1824/98/Fin. Dated, Thiruvananthapuram, 28th July 1998.

Read.–1. Letter No. KR/Co/TA/Bills/1/21, dated 2-12-1996 from the Deputy Financial Adviser and Chief

Accounts Officer, Konkan Railway Corporation Ltd.

2. Letter No. P6/7696/97, dated 19-2-1997 from the DGP, Kerala, Thiruvananthapuram.

3. Letter No. AC3/VI/44/509, dated 13-1-1996 from the Accountant General (A&E), Kerala,

Thiruvananthapuram.

ORDER

As per the existing provisions, the Police Personnel are entitled to use railway warrants when travelling on duty or transfer

or for escorting prisoners or Government treasure over the Indian Railways.

Government are now pleased to extend this facility to the police personnel who travel in Konkan Railways also.

The Accountant General will arrange payments to the Konkan Railway Corporation against the railway warrants issued to

the police personnel of the Kerala State.

Necessary amendments to the Kerala Financial Code will be issued separately.

By order of the Governor

VINOD RAI,

Pncipal Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [267

GOVERNMENT OF KERALA

Abstract

REVISION OF SCALES OF PAY OF GOVERNMENTEMPLOYEES, STAFF OF EDUCATIONAL INSTITUTIONS, LOCAL BODIES ETC.—

RECOMMENDATIONS OF THE PAYREVISIONCOMMITTEE—ORDERS ISSUED

FINANCE (PAY REVISION IMPLEMENTATION) DEPARTMENT

G.O. (P) No. 3000/98/Fin. Dated, Thiruvananthapuram, 25th November 1998.

Read.– 1. G.O.(P) No. 600/93/Fin., dated 25-9-1993.

2. G.O.(P) No. 930/93(2)/Fin., dated 8-12-1993.

3. G.O.(Ms) No. 251(125)/97/Fin., dated 18-2-1997.

4. G.O.(MS) No. 647(141)/97/Fin., dated 19-7-1997.

5. G.O.(MS) No. 684(154)/98/Fin., dated 18-2-1998.

6. G.O.(MS) No. 1647/98/Fin., dated 24-6-1998.

ORDER

The Pay Revision Committee appointed by the Government of Kerala as per reference cited third submitted its report on

15-5-1998. The Government have since published the report of the Committee. As per reference cited sixth Government

have constituted a Cabinet Sub Committee to examine the recommendations in the Report and hold discussions with

various Service Organisations. The Cabinet Sub Committee after discussions with various Service Associations and

detailed study of the representations submitted its recommendations to the Cabinet. After having examined the

recommendations Government are pleased to issue the following orders.

32. ADVANCES (HOUSE BUILDING ADVANCE, VEHICLE ADVANCE ETC.)

The rates will be as shown below. The interest payable will be decided by Government from time to time.

1. House Building Advance : Rs. 3.75 lakhs or 50 times basic pay whichever is less.

2. Motor Car Advance : Those who draw a basic pay of and above Rs. 8,500 p.m. are

eligible. The advance is limited to Rs. 1.80 lakh or 20 times

basic pay whichever is less.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [268

3. Computer Advance : Officers drawing basic pay of and above Rs. 8,500permonth are

eligible for this advance of Rs. 45,000.

4. Motor Cycle/Scooter Advance : Rs. 20,000 for Scooter

Rs. 30,000 for Motor Cycle.

Those who draw a basic pay of and above Rs. 5,000 p.m. are

eligible.

5. Cycle Advance : Rs. 1,500 for those drawing basic pay below Rs. 5,000.

By order of the Governor,

VINOD RAI,

Principal Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [269

GOVERNMENT OF KERALA

Abstract

PAYREVISION 1998 –REVISION OF ADDITIONALHOUSECONSTRUCTION ADVANCES

SANCTIONED—ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 158/99/Fin. Dated, Thiruvananthapuram, 14th January 1999.

Read.– G.O.(P) No. 3000/98/Fin., dated 25-11-1998.

ORDER

In the Government order read above, Government have issued orders revising the House construction Advance of

State Government Employees with effect from 1-11-1998. It has come to the notice of Government that certain

modification/inclusions are necessary in the order cited. Accordingly, Government are pleased to issue orders revising rate

of Additional Advance of HBA as detailed below:

(i) Additional Advance : 1 lakh or 10 times of basic pay whichever is less

(ii) Extension Loans : Rs. 1.25 lakhs or 15 times of basic pay, whichever is less.

(iii) Maintenance Loan : Rs. 1 lakh or 10 times of basic pay whichever is less.

2. The enhanced rate of HBA will have effect from 1-11-1998.

3. Necessary amendment to the Kerala Financial Code will be issued separately.

By order of the Governor,

M. JAMEELA,

Joint Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [270

GOVERNMENT OF KERALA

Abstract

PAYREVISION 1997 – MOTORCONVEYANCE ADVANCE – ELIGIBILITY –MODIFICATION– ORDERS ISSUED

FINANCE (PAY REVISION IMPLEMENTATION) DEPARTMENT

G.O.(P) No. 1144/99(13)/Fin. Dated, Thiruvananthapuram, 25th March 1999.

Read.– G.O.(P) No. 3000/98/Fin., dated 25-11-1998.

ORDER

In partial modification of the orders issued in the Government Order referred to above, Government are pleased to

revise the eligibility fixed for availing of Motor Conveyance Advance by the employees as shown below:

Motor Car Advance .. Those who draw a basic pay of and above Rs. 7,500 per month.

Motor Cycle/Scooter Advance .. Those who draw a basic pay of and above Rs. 4,000 per month.

All other conditions governing the allotment of the above advance will remain unchanged. This order will take effect from

1-11-1998.

By order of the Governor,

K.G. SUKUMARA PILLAI,

Additional Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [271

GOVERNMENT OF KERALA

Abstract

PAYREVISION 1997 –COMPUTER ADVANCE AND INTEREST FREE LOAN FOR MEDICAL TREATMENT –MONETARY LIMIT /ELIGIBILITY

MODIFICATION –ORDERS ISSUED

FINANCE (PAY REVISION IMPLEMENTATION) DEPARTMENT

G.O.(P) No. 1453/99(22)/Fin. Dated, Thiruvananthapuram, 11th June 1999.

Read.– G.O.(P) No. 3000/98/Fin., dated 25-11-1998.

ORDER

In partial modification of the orders issued in the Government Order referred to above Government are pleased to revise

the monetary limit/eligibility fixed for availing of Computer Advance and Interest Free Loan to employees for medical

treatment as shown below:

Computer Advance .. Officers drawing basic pay of and above Rs. 6,500 per month will be

eligible.

Interest Free Loan for Medical .. 100% of the estimated cost of treatment in certain specified Purpose

medical institutions will be allowed as interest free loan to

cover costly treatment for specified purposes.

The monetary limit/eligibility prescribed in Paras 14 and 32(3) of the Government order referred to above stand modified

to this extent. All other conditions governing the allotment of above advances will remain unchanged. This order will take

effect from 1-11-1998.

By order of the Governor,

K.G. SUKUMARA PILLAI,

Additional Secretary (Finance)

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [272

GOVERNMENT OF KERALA

Abstract

ADVANCE –MOTORCONVEYANCE ADVANCE – SANCTIONING OF MOTOR CYCLE/SCOOTER ADVANCE FOR A SECOND TIME

MODIFICATION –ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 1582/99/Fin. Dated, Thiruvananthapuram, 15th July 1999.

Read.– 1. G.O.(P) No. 416/92/Fin., dated 1-6-1992.

2. G.O.(P) No. 499/94/Fin., dated 3-9-1994.

ORDER

1. As per Order read as first paper above Government had ordered that Government Officers were entitled for a second

Motor Car/Scooter/Motor Cycle Advance after the lapse of 15 years from the date of drawal of first advance. In the

Government Order cited second above, interval for sanctioning a further advance for the purchase of Motor Car was

reduced to 4 years from the date of drawal of the first advance. Several service organisations have represented to

Government that the 15 years period for availing a second Motor Cycle/Scooter advance may be reduced to a reasonable

limit.

2. Government have examined the case in detail and are pleased to order that Government Officers will be entitled to a

Second Motor Cycle/Scooter advance after the lapse of 8 years from the date of drawal of first advance on condition that

outstanding liability if any on account of the first advance should be cleared in full before applying for the second advance.

3. The Government order read as Ist paper above stands modified to this extent.

4. Necessary amendments to the KFC will be issued separately.

By order of the Governor,

A. K. DUBEY,

Secretary, Finance (Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [273

GOVERNMENT OF KERALA

Abstract

ADVANCE – HOUSECONSTRUCTION ADVANCE TO GOVERNMENT EMPLOYEES – ADDITIONAL LOAN FROM RECOGNISED FINANCIAL

INSTITUTIONS –CREATION OF SECOND MORTGAGE –ENHANCEMENT OF LIMIT –SANCTIONED –ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 1610/99/Fin. Dated, Thiruvananthapuram, 22nd July, 1999.

Read.– 1. G.O.(P) No. 436/91/Fin., dated 31-7-1991.

2. G.O.(P) No. 528/97/Fin., dated 7-5-1997.

3. G.O.(P) 3000/98/Fin., dated 25-11-1998.

ORDER

As per the Government Order read as 1st paper above, Government employees were permitted to avail House

Construction loans from recognised financial institutions by creating a Second Mortgage on the property already pledged to

Government subject to the condition that the total amount of House Building Advance sanctioned by Government and the

loan raised from outside financial Agencies shall not exceed the cost ceiling limit of 70 times the basic pay, subject to a

maximum of Rs. 3 lakhs. In the Government Order cited 2nd, this cost ceiling limit was enhanced to 90 times the basic pay

subject to a maximum of Rs. 4.00 lakhs.

In Government Order cited 3rd the maximum amount of House Building Advance sanctioned by Government has been

enhanced to Rs. 3.75 lakhs and hence a proportional enhancement in the cost ceiling limit has become essential. In these

circumstances, Government have examined this issue in detail and are pleased to order that the total amount of House

Building Advance and the loan raised by Government Servants from outside Financial Institutions shall not exceed the cost

ceiling limit of 100 times the basic pay, subject to a maximum of Rs. 10 lakhs.

By order of the Governor,

A. K. DUBEY,

Secretary, Finance (Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [274

GOVERNMENT OF KERALA

Abstract

MOTORCONVEYANCE ADVANCE–ADVANCE FOR THE PURCHASE OF SCOOTER/MOTORCYCLE TO PHYSICALLYHANDICAPPED

GOVERNMENTSERVANTS –ELIGIBILITY CONDITION MODIFIED –ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 1675/99/Fin. Dated, Thiruvananthapuram, 3rd August 1999.

Read.– G.O.(P) No. 1144/99(13)/Fin., dated 25-3-1999.

ORDER

In partial modification to the G.O. cited, Government are pleased to revise the eligibility limit for Scooter/Motor Cycle

Advance to physically handicapped Government Servants at the basic pay of Rs. 3,500 per month.

The Government Order referred to above stands modified to this extent. All other conditions governing the sanction of the

Advance will remain unchanged.

Necessary amendment to the KFC will be issued separately.

By order of the Governor,

DR. A. K. DUBEY,

Secretary, Finance (Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [275

GOVERNMENT OF KERALA

Abstract

TEMPORARY ADVANCE – DRAWAL OF TEMPORARY ADVANCE AND DELAYEDREFUND OF EXCESS ADVANCE – LEVY OF INTEREST

ORDERS ISSUED

FINANCE (EXPENDITURE-B) DEPARTMENT

G.O.(P) 1035/2000/Fin. Dated, Thiruvananthapuram, 19th July 2000.

ORDER

As per article 99 of KFC Volume I, a temporary advance can be sanctioned by Government, if it is considered necessary

for meeting contingent expenditure of specified kind or on a specific occasion.

Recently it has come to the notice of the Government that work advances/temporary advances sanctioned to certain

departments were not fully utilised and balance amounts pending. Government consider it necessary that, there should be

some provision to make the receiver to refund the amount in time, if not fully utilised.

Government have examined the matter in detail and order as follows:–

(i) In cases where temporary advance is not utilised fully but the adjustment bill is submitted in time, interest

at the Bank rate per annum in force will be charged on the unutilised portion of the advance from the date of drawal to the

date of refund of the advance.

(ii) In cases where the adjustment bill is not submitted within the prescribed time, the entire amount of

advance may be recovered in one lump immediately on the expiry of such time limit. Interest at the rate prescribed at (i)

above will be charged in the entire amount of advance from the date of drawal to the date of recovery of the amount.

The amendment to Article 99 of KFC Volume I will be issued separately.

By order of the Governor,

VINOD RAI,

Principal Secretary (Finance).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [276

GOVERNMENT OF KERALA

Abstract

INTEREST –RATE OF INTEREST ON MOTORCONVEYANCE ADVANCE AND PERSONALCOMPUTER ADVANCE TO GOVERNMENT

EMPLOYEES –REVISED ORDERS ISSUED

FINANCE (LOANS) DEPARTMENT

G.O.(P) No. 1110/2000/Fin. Dated, Thiruvananthapuram, 29th August 2000.

Read:– 1. G.O.(P) No. 343/94/Fin., dated 6-5-1994.

2. G.O.(P) No. 1200/96/Fin., dated 16-12-1996.

3. G.O.(P) No. 474/95/Fin., dated 3-8-1995.

4. G.O.(P) No. 930/96/Fin., dated 14-11-1996.

5. F. No. 5(2)-PD/2000 dated 10-4-2000 of Government of India, Ministry of Finance, and Department of

Economic Affairs.

ORDER

In the Government Order read as Ist paper above, the rate of interest of the advance for the purchase of Bicycle was

fixed as 10%. As per Government Order 2nd cited the rates of interest for Motor Car/Personal Computer and Motor

Cycle/Scooter advances granted to Government employees were fixed as 15% and 11.5% respectively. In the Government

Orders read as 3rd and 4th above it was ordered inter alia that simple interests at rates as fixed by Government from time to

time for Motor Car Advance shall be charged on Personal Computer Advance also. Government of India in their office

Memorandum read as 5th paper above have reduced the rates of interest to all the advances with effect from 1-4-2000. In

line with the rates of interest prevalent in Government of India, Government are pleased to revise the rates of interest on

Motor Car/Personal Computer, Motor Cycle/Scooter and Bicycle advance sanctioned to Government Employees as detailed

below with effect from 1-4-2000.

Motor Car/Personal Computer - 14%

Motor Cycle/Scooter - 10.5%

Bicycle - 8%

Necessary amendments to the Kerala State Financial Code will be issued separately.

By order of the Governor,

V. S. SENTHIL,

Secretary (Finance Expenditure).

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [ 277

GOVERNMENT OF KERALA

Abstract

STORES PURCHASE DEPARTMENT-REVISION OF COST OF TENDER FORMS-AMENDMENTS TO PARA 21 (a) OF

STORES PURCHASE MANUAL-ORDERS ISSUED

STORES PURCHASE (A) DEPARTMENT

G.O.(P) No. 7/99/SPD. Dated, Thiruvananthapuram, 6th September, 1999.

Read:- 1. G.O.(Ms) No. 1341/99/Fin. dated 4-5-1999.

2. G.O.(Ms) No. 1662/99/Fin. dated 30-7-1999.

ORDER

In the Government orders read above Government have enhanced the cost of tender forms sold by Stationery Department

with effect from 30-7-1999 as are applicable to all other Departments in Government, necessitating consequential revision in

the Stores Purchase Manual. In the circumstances the scales of prices of tender forms incorporated under para 21 (a) of the

Stores Purchase Manual shall stand revised as shown below:

“21. (a) Ordinary tenders involving supply of Stores:

Cost of Tender Forms

Estimated cost of materials for which tenders

are invited

Ordinary copy each

Rs.

Duplicate copy each

Rs.

Upto Rs. 50,000 150 + ST 100 + ST

Above Rs. 50,000 Upto Rs. 6 Lakhs 400 + ST 200 + ST

Above Rs. 6 Lakhs Upto Rs. 15 Lakhs 700 + ST 400 + ST

Above Rs. 15 Lakhs Upto Rs. 50 Lakhs 1000 + ST 500 + ST

Above Rs. 50 Lakhs 2000 + ST 1000 + ST

By order of the Governor,

D. NARAYANAN NAIR,

Joint Secretary.

ANNEXURE II] THE KERALA FINANCIAL CODE, VOLUME I [278

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

i

INDEX

N.B.—This index deals only with the rules in the several chapters of this volume and does not cover the appendices or the

forms. It has been compiled solely for the purpose of assisting references and no expression used in it should be

considered as in any way interpreting the rules.

A Articles

Absentee statement : 48

Accidents—

Report of damage to immovable property : 302

Accounts—

Allocation of expenditure between capital and revenue : 315-319

Destruction of official records : 338

Erasures in, forbidden : 336

Of Stores : 149-150

Other Pro forma accounts : 328

Pro forma accounts relating to Government Commercial

undertakings

: 327

Serious irregularity or embezzlement, etc., to be reported

to the Government and the Accountant General

: 297

Relating to fines : 24

Stock : 149-162

Adjustment—

Between Governments and Departments : 113

Of Government dues from grant-in-aid to local bodies : 33 (b) & 311

Of claim against security deposit lodged in Post Office

Savings Bank

: 295(c)

Advances—

For demarcation purposes : 260

For destruction of agricultural pests and diseases : 257

For erecting temporary sheds in plague-affected areas : 258

For removal of encroachments : 261A

Forest : 263

For journeys on tour : 88

For purchase of furniture to Junior I.A.S. Officers : 246

For purchase of mosquito nets : 254

For purchase of cycles : 245

For purchase of motor car : 242

For purchase of motor conveyance : 240-243

For purchase of motor cycles/scooters : 243

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

ii

For replacing missing boundary marks : 261

For minor irrigation works : 256

Government servants on foreign service : 242(e)

Irrecoverable : 265

Marriage Advance : 245 A

On transfer : 252

Of T.A. to families of Officers who die while in services : 252A

Permanent : 94-98 & 264

Powers to write off irrecoverable : 265

Revenue : 259

Review of loans : 264A(ii)

Temporary for specific purposes : 99

To cultivators : 236

To Government servants : 238

To suppliers of stores : 148

To the family of a deceased Government officer

immediate relief

: 253

Civil advances : 249

Other advances : 247

Other festival advances : 251

Repayable : 248

Thiru Onam advances : 250

Special advances—General : 255

Application for and grant of leave : 332

Allowances : 75

Appropriations— :

Control of expenditure against : 41 & 115

Lapses at the close of the financial year : 40 (c) 6 & 7

Should precede the incurring of expenditure : 40

Arrear claims : 52-58

Arthapalisa : 205 C

Attachments— :

Exemption of pay, etc., of Government Servants by civil

court

: 89 (4)

Responsibility of Treasury and drawing officers for

recovery of

: 89(4) (d)

Audit— :

Of receipts : 39

Of stores and stock accounts : 162

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

iii

Supply of information : 59

Audit objections— :

Procedure regarding—and recoveries : 60-66

Authorities competent to sanction contingent expenditure : 92-93

B :

Banks approved for receiving security and earnest money

deposits

: 288

Beriz deduction : 205 (c)

Bills—

Abstract for contingencies : 103-111

Detailed for contingencies : 107-111

For non-countersigned contingencies : 3

For work done or supplies made by other departments—

Adjustment of

: 113

Payable by book transfer : 106-113

Bills for pay, etc.— :

Not due for payment before first working day of next

month—exceptions

: 75

When to be signed—See also pay, etc : 76

Bond— :

Fidelity—Offered as security deposit : 286-288

Budget— :

Preparation, examination, etc. : 41

Buildings— :

Construction and maintenance of responsibility for Rents

of—See rents

: 165-171

C

Capital and Revenue Expenditure—

Rules : 315-319

Cash payments : 119

Certificates— :

Annual closing balance : 266

Utilisation : 264 A (iii)

Charges on account of the maintenance and upkeep of

motor cars and motor boats

: 323

Check— :

Of charges : 61

Of departmental revenue : 9-10

Of fines : 23

Of miscellaneous demands : 34

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

iv

Claims— :

Arrears : 52-58

Due date : 53 (b)

In respect of imported stores lost or damaged : 145

Of Government servants for pay etc.— :

Rules of procedure relating thereto : 67

Of local bodies—Time limits for : 312

Personal—of Government servants, general rules : 67

Compensation— :

For land—Procedure for payment of : 200-201

For loss of property : 231

Consolidated Fund : 3

Contingency Fund : 3

Contingencies— :

Abstract Bills—list of—to be sent to controlling authorities

by the Accountant General

: 111

All unusual items require sanction of Government : 92

Bills for—Endorsement to third party : 112

Bills for—How to be prepared : 97, 103

Bills for—not to be used as negotiable instrument

generally

: 112(g)

Bills forms for (Recoupment of Permanent Advance) : 97

Charges on account of—may be incurred by heads of

Offices subjects to certain conditions

: 92

Charges to be incurred on tour : 100

Classification of : 103

Cleaning, etc., charges : 118

Control of expenditure against appropriation : 115

Countersignature of : 103-109

Countersigned before or after payment : 103

Defined : 90

Detailed bill : 107

Disallowances—By countersigning officer —How dealt

with when reallowed

: 110

Entries in countersigning officer’s register : 108-109

For which special restrictions, rules, limits, scales, etc.

have been laid down by Government

: (Note below 92)

How paid for work done by a Government Factory or

other department

: 113

Incurred for other officers : 114

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

v

Interdepartmental transfers : 113

List of—Requiring countersignature : 103

Non-countersigned—Form of bills and record of

expenditure

: 103

Not payable from grant of another year : 40

Not to be drawn as an advance : 99

Permanent advance for : 94-96, 264

Powers of sanction to : 93

Record of : 103-105

Recurring : 92

Reports of excesses, over grants for countersigned : 115

Responsibility of controlling or countersigning authority for : 115

Responsibility of drawing officer for : 94

Sanction of Government not required certain recurring

item

: 92

Should be treated in accounts as charges of the month in

which they are actually disbursed from treasury

: 103

Temporary advances for specific purposes : 99

Contingent Register— :

Upkeep of : 104-105

Contracts— :

Authorities empowered to enter into : 51 (ix)

Examination by the Accountant General : 143

Form of : 51

Rules relating to : 51

Should be entered into only after open invitation of

tenders

: 51

From Municipalities etc., : 34

Negotiated : 142

Rates and running control of expenditure : 141

Duties of controlling authority for control of contingent

expenditure

: 115

Duties of Officers in regard to—against appropriation : 41

Countersignature : 107, 210, 211

Custody of valuable documents : 333

Cyclostyled signature : Note to Art. 45

D :

Data Statement— :

Preparation of—for Government buildings used as

residences

: 13

Demand, collection, balance statement etc : 262

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

vi

Death— :

Of pensioners : 339

Pay, allowances, etc., admissible for day of—No matter

the hour

: 83(a)

Deceased Officer— :

Payment of pay, etc., claimed on behalf of : 83(b)

Discrepancies—Stores : 161

Defalcations— :

Departmental enquiries in cases of procedure to be

followed

: 304

Prosecutions for—procedure to be followed : 305

Report of—to the Accountant General and Government : 297

Definitions :

Delegation of powers— : 3

To subordinate authorities— :

Contingent charges : 92

Establishment : 69

Loans—interest bearing loans except those made to

Government Servants

: 233

Miscellaneous expenditure : 199

State expenditure— :

General : 43

Refunds of revenue : 35-36

Union functions and the control of such expenditure : 340

Works expenditure : 174

Writes off losses : 300

See for other items of expenditure under the concerned

headings

:

Departmental receipts— :

See receipts— :

Departmental revenue— :

Rectification of wrong credits of : 9

Responsibility for collection : 5-6

Responsibility for remittance : 7

Deposits— :

Authority required for credit as : 281

Classification of : 268

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

vii

In connection with elections : 280

Introductory : 267

Fines due to Government should not be kept as : 281

For work done for public bodies or individual : 275

Funds of quasi-public bodies not be treated as : 281(c)

General principles and rules : 281

Government loan—subscription : 277

Jewels, etc., to be returned should not be kept as : 281(b)

Lapses of : 282

Not in cash : 281(b)

Receipts for which full particulars are not available for

correct classification should not to be credited to

: 281(a) (3)

Refunds of— :

In land acquisition cases— :

Credit of miscellaneous receipts and adjustm ent to the

proper head later

: 281(a) (3)Note

Repayment of : 281(d)

Repayment of lapsed : 282

Sales proceeds of unclaimed property : 281 (a)(7)

Security—Rules relating to—See also security deposits : 286-296

Trust interest funds : 274

Unclaimed provident fund deposits : 276

Undisbursed pay not to be kept as : 281 (a)(4)

Deposits (Civil and Criminal Courts)— :

Item of—

Civil court : 270

Criminal court : 271

Lapse of— :

Civil court : 282(2)

Criminal court : 282(3)

Deposits (Forest) : 278

Deposits (Government loans) : 277

Deposits (Government undertakings) : 279

Deposits (Personal) :

Items of : 272

Lapse of official receivers : 282(5)

Deposits (Public Works)— :

Items of : 273

Lapse of : 282

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

viii

Deposits (Revenue)— :

Items of : 269

Lapse of : 282(1)

Disallowances—

Recovery of by audit : 60-66

Recovery of—By countersigning authority

(Contingencies)

: 110

Discretionary grants— :

By Governor : 207(1)

By Revenue Officers : 207(2)

Drawing Officers— :

Responsibility of—for—contingencies—See

Contingencies—Responsibility of—for overcharges

: 60

Responsibility of Government Servants for recovering

amounts attached by civil courts from pay and

allowances

: 89 (4)(d)

E

Efficient bar : 77

Electric current and water charges— :

Payment of : 119

Endowments— :

For scholarships, prizes, etc : 331

Eligibility : 242-243

Endorsement of contingent bill : 112

Erasures— :

In accounts, registers, books and schedules prohibited : 336

Essentiality certificate : 53(b)

Establishment— :

Alteration of—proposals for detailed rules : 70-71

Sanction to : 67-69

Sections of—Distribution of non-gazetted establishments

into sections

: 74

Special rules regarding temporary establishment : 73

Variation in sanctioned pay of a post : 72

Estimates— :

See Budget :

Examination charges : 222

Execution of agreement : 181-183

Expenditure— :

Allocation between capital and revenue and financing of : 315-319

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

ix

General principles : 40-44

Not to be sanctioned unless funds are provided : 40(c)44

On inaugural ceremonies : 221

Powers of sanction to : 42, 44

Recoverable—on account of local bodies, etc : 311

See for other items of expenditure under the concerned

heading—See also payments

:

F

Facsimile Signature—

: Note to Art. 45

Fees for— :

Cultural and microscopic examinations, dispensing stock

vaccines, auto-vaccine, etc., in the Public Health Laboratory

: 28

Received by Government Officers as Notaries public : 29

Medical inspection of vessels in Harbour : 224

Payments of overtime : 223

Financial powers— :

Of sanction to expenditure : 42, 43, 68

Financial propriety— :

Standards of : 40(b)

Important financial principles : 40 (c), 44

Fines— :

Grants in lieu of fines—Payment to local bodies, etc. : 309

Imposed on subordinate should be short-drawn from pay bills : 89(b)

Not to be paid in deposit : 281(a)

Realised in another district—Intimation by recovering officer : 23(b)

Submission of demand, collection and balance statement : 23(a)

Foreign Service : 296

Forms—

Supply of : 337

Fund deductions— :

Responsibility of drawers of bills : 89(1)

G

Gazetted Government servants— :

Drawal of pay—Report of transfer of charge : 81

Specimen signature required by the Accountant General : 82

Government— :

Financial powers of : 42, 68

Work done for another—making a charge for : 322

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

x

Grants—

Discretionary : 207

To local and other bodies : 309

In aid—See grants-in-aid :

Grants-in-aid :

Adjustment of—towards dues to Government : 311(b)

Educational (other than local bodies) : 213-215

To institutions, public bodies, etc : 208-211

To local bodies : 212

H

Heads of Departments : (iii) 258

Hire of office accommodation : 21

Honoraria—

Ayurvedic Physicians : 228

Nursing sisters : 227

Hospital stoppage— :

Recovery of : 89(5)

Hypothecation : 242

I

Income-tax—

Rules relating to recovery of : 89(2)

Increment certificates—

Rules relating to : 78-79

Inevitable payments— :

Rules for : 40(c)

Inspecting Officers— :

Should not take advances for office contingencies : 96

Inspection Reports : 63(c)

Insurance— :

Government property : 144

Of Government property, general rules : 325

Of motor cars, etc., purchased with an advance : 242-243

Railways and lorry transport or Inland water transport : 146

Inter-Departmental transfers—

Rules relating to—Of supplies and services, and

adjustment of values in accounts

113

Interest—

Calculation of—On loans to Municipalities, cultivators, etc : 234(2)

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

xi

Defaults in payments of—On loans : 234(4)

General instructions on all loans to local funds, private

parties, etc

: 234

On capital : 320

J

Jenmibhogam : 205

Jewellery, etc.— :

Not to be treated as deposits : 281(a)4

L

Land—

Acquisition of : 200-202

Law suits— :

Advances for : 101

Lease : 269(3)

Limitation of time : 37,56(b)

Loans and advances— :

General principles : 240

Irrecoverable : 265

Main classes of : 232

Periodical review of : 264-A(ii)

Powers to write off irrecoverable : 265

Procedure for sanction : 241

To Government servants classification and general

principles

: 238-239

To local funds, private parties, etc : 233-237

Advances to cultivators : 236

Conditions of repayment, etc : 234(3)

Defaults in payments : 234(4)

Detailed accounts maintained by A.G : 264-A (iii) (b)

Detailed accounts maintained by Departmental Officer : 264-A (iii) (c)

Interest calculation : 234(2)

Local authorities loan rules : 235

Miscellaneous loans and advances : 237

General instructions to be strictly adhered to : 234

See also advances, advances repayable and permanent

advances

:

Utilisation certificates : 264-A (iii) (a)

Local Bodies— :

Arrear claims—Payment : 313

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

xii

Claims by—Time limits for : 312

Dues : 32

Charges recoverable from : 311

Grants-in-aid and contributions to : 309

Loans to : 310

Recovery of dues to Government from adjustments from

grants-in-aid

: 33, 311(b)

Local Fund— :

Main classes of : 307

Losses— :

Compensation for loss of property : 231

Due to accidents—Report of : 302

General principles and procedure for fixing and enforcing

responsibilities for losses

: 283, 303 H

Of cash due to acceptance of counterfeit coin : 299

Of stores : 301

Public money—Damage to immovable properties : 302

Precautions to prevent—During transist of money : 284

Report of—With which the Reserve Bank is concerned : 298

Writes off of : 300

See also defalcations and security deposits :

M

March expenditure— :

Undue rush to be avoided : 40(c) (7)

Measurement Books— :

Rules relating to maintenance of : 189-190

Miscellaneous loans and advances— :

See advances and loans and advances :

Miscellaneous dues— :

To Government—Recovery of : 34

Miscellaneous expenditure— :

Compensation for loss of property : 231

Miscellaneous subjects—Introductory : 314

Departmental payments : 206

Discretionery grants : 207

Educational grant-in-aid (other than Local Bodies) : 213

Family and Political Pensions, Jenmibhogam,

Karathilchilavu, Arthapalisa and Thiruppuvaram

: 205

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

xiii

Grants—

Co-operative : 219

Industrial : 217

Libraries and Kerala Grandhasala Sangham : 215

Medical Institutions : 218

Grant-in-aid and contributions— :

To Devaswom fund : 229

To associations, etc., for charitable purposes : 230

To Local Bodies : 212

Of Public Bodies, Institutions, etc.— :

General principles : 208-209

To Private Engineering Colleges and Polytechnics : 220

Orphanages and Boarding Houses : 214

Grants in lieu of magisterial fines : 309

Land acquisition : 200

Overtime fees : 223

Payment of annuity to the Chengamanad Devaswom : 204

Payment to Her Highness the Senior Maharani of

Travancore

: 203

Refunds of Revenue—See refunds :

Responsibility of a departmental officer on whose

signature on countersignature a grant-in-aid bill was

drawn

: 210-211

Sanction of Government required unless covered by

specific delegation

: 199

Scholarships and stipends : 216

Moneys— :

Indisputably payable should never be left unpaid : 40(c)

Paid should not be kept out of account : 40(c)

Loss in transit—Precautions to Prevent : 284

Mortgage Bond— :

For advance for purchase of a motor car : 242

For advance for purchase of a motor cycle/scooter : 243

Motor bus warrants— : 87

Issue and payments :

Muster rolls :

Form and preparation of : 186-187

N

Negotiated Contracts : 142

Non-Gazetted Officer : 74-76

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

xiv

Notaries Public : 29

Nursing Sisters : 227

O

Objections— :

See Audit objections

Overcharges and audit objections—Responsibility for : 60-66

Overwriting— :

In accounts, registers, etc. prohibited : 336

P

Pay, etc.— :

Bill for establishment should be accompanied by

increment certificates if increment is also drawn

: 78

Can be drawn for day of a man’s death : 83

Cases of exemption of—From attachment for debt : 89(4)

Claims of Government servants for—How regulated : 67

Crossing efficiency bar should be declared in writing by

competent authority before drawing pay at stage above

bar

: 77

Date on which due for payment : 75

Deductions from pay bills : 89

Fund deductions : 89(1)

Deductions on account of attachments by Courts : 89(4)

Deductions of amount due to Co-operative Societies : 89(3)

Deductions on account of hospital stoppages : 89(5)

Deductions on account of fines : 89(6)

Deductions of income tax : 89(2)

Form and preparation of bills for : 67

May not be placed in deposit : 281(a)

Procedure for payment of—Due to Government Servants

whose whereabouts are unknown

: 84

Time for signing and presenting of bills for : 76

To persons out of India : 80

Payments— :

Delay in—To be severally dealt with : 40(c)

For stores—In India : 148(a)

For stores—Outside India : 148(b)

In the absence of provision : 40

In the absence of sanction : 40

Inevitable : 40(c)

Of arrear claims : 52-57, 313

INDEX] THE KERALA FINANCIAL CODE, VOLUME I

xv

To local bodies—Time limits for claim : 312

See also expenditure and other headings for special

classes of expenditure, viz. deposits, contingencies, etc

:

Perishable articles : 271

Permanent Advance— :