Modern Office Management Unit I PDF
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This document provides an introduction to modern office management, outlining the meaning and importance of an office. Its roles in business, communication, coordination of work, and the overall functionality of the organizational structure are explained. The text also discusses planning, organizational policies, management control, and their implementation within organizations.
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B.Com. Major(A&F/Mgmt)/MDC Sem-I, Paper: Modern Office Management Unit I: Introduction Meaning and importance of modern office, Office Management–Concepts, Definition, Nature & Scope, Elements and Functions. Changing Office view – Past, Present & Future; Impor...
B.Com. Major(A&F/Mgmt)/MDC Sem-I, Paper: Modern Office Management Unit I: Introduction Meaning and importance of modern office, Office Management–Concepts, Definition, Nature & Scope, Elements and Functions. Changing Office view – Past, Present & Future; Importance and Principles office location & Lay- out; New Trends in office layout under modern office management context. Meaning, importance, factors of good office environment, Modern Office Manager - Functions, Duties and Responsibilities Meaning of office In common parlance, an office is understood to be a place where clerical work is performed and where all kinds of paperwork (letters, correspondence, files, records, etc.), is maintained and dealt with. It is “a central place where all sorts of clerical work is done to coordinate and control the affairs of the whole organisation”. A few definitions may be noted: (i) “The office is the administrative centre of a business. The purpose of an office has been defined as the providing of a service of communication and record.” — Mills & Standingford (ii) “An Office is the place where the control mechanisms for an enterprise are located; where records are initiated for communication, control and efficient operations of the enterprise.” (iii) “An Office is the place where work in connection with the preparing and furnishing of information is done.” (iv) “The acts of collecting, processing, storing and distributing information comprise the functions of the Office.” — George R. Terry (v) “An Office is a place where business is transacted or professional services are available. — Random House Dictionary It may be noted that these definitions emphasise “paperwork” as the main and perhaps the only function of an Office. However, in modern business, the term Office is used in a still broader sense. Consider the following statement: “It is a mistake to regard an Office as a specific place — instead we are forced to conclude that an Office exists anywhere, that certain kinds of work are performed.” — Edward Roche Meaning of modern office A modern office refers to a workspace designed to meet the needs of today’s workforce, integrating contemporary technologies, flexible workspaces, and collaborative environments. Modern offices often prioritize open layouts, ergonomic furniture, digital connectivity, and smart tools that allow for remote work, seamless communication, and efficiency in task management. These spaces are adaptable, embracing both traditional in-person work and new trends like hybrid or remote work setups. Importance of an office An office is an important unit of the whole organization which is also regarded as the mainspring of a watch. It has its equal importance in the government sector as well as in the private sector. It is essential for the office to perform a number of administrative as well as clerical functions in the process of achieving the organizational objectives. a) Information Center: The office serves as an information center. It collects information from sources like invoices, letters, memos, agreements, vouchers etc., and protects them in safe mode on the basis of their importance for future reference. b) Proof of Existence: The office is the evidence for existence and survival of business. As office coordinates the functions of different departments of an organization, without office no business house can survive. People tent to generalize about the existence of business only with the help of regular functioning of an office. c) Channel of Communication: The office is the channel of communication between different people and department of business. The staffs working at various levels of managerial hierarchy are linked with one another through office. Office transmits the information about the functioning of different departments such as personnel, finance, production and marketing with each other. d) Co-Ordination of Work: Business is divided into department and subunits for bringing simplicity in the operation. The office will work as a coordinator to maintain the relationship between departments. It develops productivity relationship to achieve common goals of an organization. 1 Kanti Paul, Dept. of Commerce, KGTM e) Centre for Formulation and communication of plan and policies: A business is established with the objective of attaining the certain result. To achieve this result top level manager formulate plans and policies from office. These plan and policies are communicated to related person through the office. Therefore, the office is a center for the formulation and communication of plans and policies. f) Managerial Control: The process of developing performance standard and comparing with actual performance in order to take corrective action for deviations if any is called controlling. The office helps in controlling the activities of different people and department of an organization. Through controlling, it ensures that the various activities of business are performed with much accuracy. g) Memory Center: Office protects important information of past in a safe manner. The departments and people generally collect needed data from the office as and when they are required. It provides information storage facilities in the form of files and devices on the basis of their importance for future reference. Therefore, the office is considered as memory center. h) Service Center: The office works as a service center for different units and departments of an organization. It provides clerical services like mailing, filing, typing, printing, supplying resource etc., to all people working in different departments of an organization. Importance of a Modern Office a) Enhanced Productivity: Modern offices are designed with efficiency in mind, incorporating technology and comfortable workspaces that allow employees to perform their tasks more effectively. b) Employee Satisfaction and Well-being: Ergonomic furniture, flexible workspaces, and wellness-oriented designs (such as natural light, plants, and quiet zones) contribute to employee satisfaction and health. c) Collaboration and Innovation: Open-plan designs and collaborative spaces foster teamwork and creative problem-solving. Employees can easily interact and share ideas, leading to innovation and improved outcomes. d) Adaptability to Remote and Hybrid Work: With the rise of digital tools and cloud-based services, modern offices can support both in-office and remote work setups. This flexibility is crucial in today’s work environment where hybrid work models are common. e) Cost-effectiveness and Sustainability: Modern offices often focus on sustainability by using energy-efficient appliances, recycling systems, and optimizing space to reduce overhead costs. This can lead to long-term savings for businesses. f) Tech Integration: The use of advanced communication tools, cloud storage, and automated processes makes modern offices highly efficient, improving workflow management and reducing manual errors. Office Management–Concepts, Definition, Nature & Scope, Elements and Functions. Concepts Office Management is necessarily a process used by the management to carry out their tasks in the office. Management is the task of unifying the efforts efficiently to achieve well-defined objectives. The management in a business enterprise is like a brain in the human body doing its various functions. The brain gives direction and purpose to a mass of matter. The process of management is common to all activities of a business organization. In the office, activities are carried on by a group of people. Thus, office management can be defined as a task of planning organising, guiding, directing, coordinating and motivating the efforts of others towards the specific objectives in the office and in conformity with the overall objectives of the organization. Definition Office management refers to the systematic planning, organizing, coordinating, and controlling of administrative and operational activities within an organization's office environment. The primary goal of office management is to create and maintain an efficient and effective work environment that supports the achievement of organizational objectives. This discipline encompasses a broad range of responsibilities, including personnel management, facility management, information management, and task coordination. Nature Administrative Function: Office management is fundamentally an administrative function that focuses on coordinating and overseeing various office activities to ensure smooth operations. Coordination and Integration: Involves coordinating and integrating different office functions and departments to achieve overall organizational objectives. 2 Kanti Paul, Dept. of Commerce, KGTM Support Function: Office management provides crucial support to different levels of management by handling routine tasks, facilitating communication, and managing information flow. Human-Centric: Inherently involves managing people, their skills, and their interactions within the office environment. Continuous Process: Office management is an ongoing, continuous process that adapts to changes in the business environment and technology. Decision-Making: Involves making decisions related to resource allocation, workflow processes, and organizational efficiency. Scope Office Planning: Involves formulating plans and strategies for achieving organizational objectives. This includes space planning, resource planning, and workflow planning. Organizing Office Resources: Involves arranging and organizing human resources, physical facilities, equipment, and technology to optimize efficiency and productivity. Staffing: Encompasses recruiting, training, and managing the personnel required to perform various office tasks. It also involves workforce planning and development. Communication Management: Ensures effective communication within the office and between different departments. This includes both internal and external communication. Information Management: Involves managing information flow, storage, retrieval, and dissemination. This includes the use of information technology for efficient data management. Time Management: Focuses on optimizing time utilization, scheduling tasks, and ensuring timely completion of activities. Office Automation and Technology Integration: Involves adopting and managing office automation tools and technologies to enhance efficiency and accuracy in office processes. Record Keeping and Documentation: Encompasses maintaining accurate and organized records of various office activities, transactions, and communications. Decision Support: Provides decision support to management by supplying relevant information and analysis for effective decision-making. Quality Management: Involves implementing and maintaining quality standards in office processes to ensure the delivery of high-quality services. Facilities Management: Encompasses managing physical facilities, including office layout, maintenance, and security. Elements Following are the essential elements of office management 1. Personnel: It is obvious that an office personnel – who actually performs all the office activities – are the most important of the four elements. It is the job of the office manager to select the proper personnel, train them and guide them to do the work with the help of means available in the office by allocating each individual the job best suited to his talents and guide and control their activities. 2. Means: These are the tools with the help of which the office personnel/clerks perform the office operations. These include office forms and stationary, machines and equipment as well as the methods and techniques used for performing the various office operations. The office manager must have a comprehensive knowledge of general office practices and uses of a wide variety of office machines and equipment so that he may select the proper tool and put them to the most efficient and economical use for achieving his purpose. 3. Environment: Performance of office work demands not only a clear brain but also proper physical conditions. Where adverse physical conditions are present, workers are subjected to a lot of mental strain. As a consequence, volume of output tends to be lowered and accuracy of workers is severely hampered. It underscores the need to provide an environment which is pleasant, comfortable and conducive to good working habits. Some of the important elements like lighting, heat and ventilation, humidity, noise are contributing factors to the proper working environment. 4. Purpose: Above all, the office manager must be clear about the purpose which he is seeking to achieve with the help of the personnel and the means. Unless he is fully aware of the purpose of the office as well as the purpose 3 Kanti Paul, Dept. of Commerce, KGTM of each individual job performed in the office, he cannot put his personnel and means to the most efficient and economical use and achieve the objective. Functions Basic Functions: Receiving and collecting information, Recording information, Arranging and processing of information, Storing of data, and Communication of recorded data. Administrative functions: Management functions, Office systems and procedures, Designing and purchasing of office forms and stationery, Selection and purchase of office furniture, equipments and machinery, Public relation function, Retention of records, Safeguarding of office assets, and Controlling office cost. Basic Functions (or) Routing Functions: 1. Receiving and collecting information: It is the primary function of office to receive and collect the information for timely business decisions. Information is generally collected both from Internal sources such as letters, memos, circulars, notices etc., issued by different departments, sections and External sources like government departments, financial Institutions, banks, suppliers, customers, universities, general public etc. 2. Recording of information: The collected Information has to be recorded for future reference in a suitable form. This recorded information is needed for preparing future plans, policies and taking decisions. 3. Arranging (or) Processing of Information: All the information received cannot be used as it is. Office has to convert the collected information in the form of notes, reports, diagrams, graphs etc., depending upon the nature of information for easy access and understanding. 4. Storing Data: The recorded information should be protected for future reference. The degree of necessity of data will determine the duration for protecting the same. Based on the importance of data, office will store them in a separate file. 5. Communication of Recorded Data: Office has to supply the right information at the right time to different departments and also to outside bodies who are related in some way or the other for prompt and sound business decisions. Administrative Management Functions: For the smooth functioning of the office there are certain administrative functions needed to be performed. These functions are outlined below: 1. Management Functions: Office work has to be properly planned, organized and executed according to the plan. For efficient functioning of an office the manager has to perform the following function such as Planning, Organizing, Staffing, Directing, Communication, Controlling, Co-ordination, and Motivation. 2. Developing Office Systems and Procedures: Most important function of the office is to plan and set up suitable systems and procedures for the major activity of office. For the efficient and economical performance of office operations, each major work of the office is to be carefully planned and also the routine procedures for performing them to be determined beforehand itself. 3. Form Designing and Control: A form is a standardize record, which is used to accumulate and transact information for reference purposes. These forms serve as a storehouse of information. Since the office work is largely paper work, the form used should be designed so as furnish the required information in an appropriate manner. It is the duty of the office to design the forms that can be used in various departments. 4. Purchasing and Supply of Office Stationery: Majority of office work are paper work. Consequently adequate supply of office stationery of suitable quality is of prime importance for the systematic and efficient performance of office work. It is the task of office to look after the standardization, selection, and purchase of office stationery and its distribution to different departments. 5. Selection and Purchase of Office Furniture, Equipment and Machines: The office has to select and purchase the right type of furniture, equipment and machines in right quantities, so that office work can be carried out according to the planned system and routine without any interruptions and must also ensure their fullest utilization in the organization. 6. Public Relations Functions: An office has not only maintained relations with the other departments, it also needs to maintain a good dealings with the outside world such as suppliers, customers, bankers, government departments and the public at large. Maintaining good relations with these stakeholders increases the reputation and goodwill of the company. 4 Kanti Paul, Dept. of Commerce, KGTM 7. Retention of the Records: Records are those documents which serves as objective evidence of activities performed, events occurred, results achieved, or statements made. They are created /received by an organization in routine transaction of its business or in pursuance of its legal obligations. Office retains records such as correspondence, invoices, orders, financial and cost records, and minutes etc., for future reference. 8. Safeguarding Assets: It is one of the functions of office to safeguard the assets of the organization, such as immovable assets like buildings, plants, machinery, office equipment, lighting and air conditioning equipment, and movable assets like furniture, office machinery, title deeds, records and documents, or cash, etc., against loss or damages from unforeseen conditions. 9. Controlling office Costs: With the adoption of scientific methods in office management, a modern office discharges the function of controlling office costs through (a) Mechanization of the office. (b) Adopting time and labour saving devices in the office. (c) Using better forms. (d) Analyzing the existing office routines and adopting improved ones. Changing Office view – Past, Present &Future Changing the office view over time reflects the evolution of modern office management, taking into account technological advancements, cultural shifts, and the recognition of employee well-being. Let's explore the past, present, and potential future trends in office management. Past: Traditional Hierarchical Structure: Offices were typically organized in a hierarchical structure with clear lines of authority. Cubicles and closed offices were common, reflecting a more rigid and formal work environment. Communication was often top-down, and collaboration was limited. Paper-Based Work: Work primarily involved handling physical documents, leading to the need for extensive filing systems and storage space. Technology was limited, and tasks were often manual and time-consuming. Fixed Working Hours: Strict working hours were the norm, and employees were expected to adhere to a standard 9- to-5 schedule. Flexibility and remote work were rare. Present: Open Office Spaces: The shift towards open floor plans promotes collaboration, communication, and a more dynamic work environment. Cubicles are replaced by open workstations, encouraging interaction and teamwork. Technology Integration: The digital transformation has led to a paperless environment, with tasks being automated and streamlined. Cloud computing and collaboration tools enable real-time communication and remote work. Flexible Work Arrangements: The adoption of flexible work hours and remote work options acknowledges the importance of work-life balance. Hybrid models allow employees to choose where they work, promoting increased productivity and job satisfaction. Future (Potential Trends): Adaptable Spaces: Offices may become more adaptable, with flexible furniture and modular layouts to accommodate different work styles and tasks. Advanced Technology: Integration of AI, augmented reality, and virtual reality may enhance productivity and collaboration. Smart office technologies could optimize energy usage, lighting, and temperature based on employee preferences. Focus on Well-being: Greater emphasis on employee well-being may lead to offices designed to promote physical and mental health. Spaces for relaxation, mindfulness, and fitness could become integral to the workplace. Enhanced Remote Work Infrastructure: Continued investment in remote work infrastructure, ensuring seamless connectivity and collaboration regardless of location. Virtual reality offices might provide a more immersive remote work experience. Data-Driven Decision-Making: Increased use of data analytics to optimize office layouts, employee experiences, and resource allocation. Sustainability: Offices could be designed with a focus on sustainability, incorporating eco-friendly materials and energy-efficient systems. The future of office management is likely to be dynamic and responsive to ongoing changes in technology, societal expectations, and the evolving nature of work. The key is to strike a balance between technology-driven efficiency and human-centric design, fostering a workplace that supports both productivity and employee well-being. 5 Kanti Paul, Dept. of Commerce, KGTM Importance and Principles office location & Lay-out Importance: Accessibility and Convenience: A strategically located office ensures easy accessibility for employees, clients, and suppliers. Proximity to public transportation, highways, and amenities can contribute to the convenience of commuting. Employee Satisfaction and Well-being: A well-chosen office location can enhance the overall quality of life for employees by reducing commuting time and stress. Proximity to parks, restaurants, and other facilities can contribute to employee satisfaction and well-being. Business Image: The location of an office often reflects the business's image and status. Being situated in a prestigious or central area can positively impact the perception of clients, partners, and potential employees. Cost Considerations: Office location can significantly affect costs related to rent, utilities, and other overhead expenses. A careful balance must be struck between cost-effectiveness and the benefits derived from a prime location. Networking Opportunities: Being in close proximity to other businesses, industry events, and networking hubs can provide valuable opportunities for collaboration and partnerships. Principles of Office Layout: Space Utilization: Efficient use of space is crucial. A well-planned layout maximizes the use of available square footage without compromising comfort. Workflow Optimization: The layout should be designed to facilitate the natural flow of work processes. Departments that work closely together should be situated nearby for better collaboration. Ergonomics: Office furniture and equipment should be arranged to ensure ergonomic comfort and reduce the risk of injuries or discomfort among employees. Flexibility and Adaptability: Office layouts should be designed with flexibility in mind, allowing for easy adaptation to changes in team size, technology, or work processes. Lighting and Ventilation: Natural light and proper ventilation contribute to a healthier and more productive work environment. The layout should take into account the placement of windows and ventilation systems. Common Areas: Incorporating communal spaces like break rooms, collaboration zones, and meeting areas fosters teamwork, creativity, and employee interaction. Branding and Culture: The office layout should reflect the company's brand and culture. It can contribute to a positive work atmosphere and reinforce the organization's identity. Technology Integration: The layout should accommodate the integration of technology, including power outlets, data ports, and IT infrastructure, to support the needs of modern businesses. New Trends in office layout under modern office management context Open and Flexible Spaces: Emphasis on open floor plans and flexible workspaces that promote collaboration and adaptability. Hot desking, where employees don't have assigned desks, is often part of this trend. Activity-Based Working (ABW): Designing spaces based on the type of work activities rather than traditional hierarchical structures. This approach includes various zones for focused work, collaboration, and relaxation. Wellness and Biophilic Design: Integrating elements of nature, such as plants and natural light, to create a healthier and more appealing work environment. This trend focuses on employee well-being and productivity. Technology Integration: Implementing smart office technologies and ensuring that the office layout supports the use of various digital tools, enhancing connectivity and collaboration. Remote and Hybrid Workspaces: Designing offices to accommodate a mix of in-person and remote work. Flexible seating arrangements and advanced communication technology support collaboration among both on-site and remote workers. Focus on Employee Well-being: Creating environments that prioritize the physical and mental well-being of employees. This includes ergonomic furniture, wellness rooms, and spaces for relaxation. Inclusive Design: Designing spaces that are accessible to individuals with diverse needs, ensuring inclusivity for all employees. Branding and Company Culture: Incorporating the company's brand and culture into the physical workspace to create a sense of identity and community. 6 Kanti Paul, Dept. of Commerce, KGTM Agile Work Environments: Implementing agile methodologies not only in project management but also in physical office spaces to support rapid changes and adaptability. Collaborative Spaces: Designing areas specifically for teamwork, brainstorming, and creative collaboration. This may include huddle rooms, collaborative zones, and informal meeting spaces. Sustainability and Green Initiatives: Incorporating sustainable design principles and eco-friendly practices in office layouts, reflecting a commitment to environmental responsibility. Meaning, importance, factors of good office environment Meaning A good office environment refers to the physical, psychological, and cultural conditions within a workplace that contribute to the well-being, satisfaction, and productivity of employees. It encompasses the design, layout, atmosphere, and overall culture of the workspace. A positive office environment fosters collaboration, creativity, and employee engagement while supporting individual and collective goals. Importance Employee Well-being: A positive office environment prioritizes the physical and mental health of employees. Comfortable furniture, ergonomic design, and access to natural light contribute to a healthier workplace, reducing stress and promoting well-being. Productivity: An environment that supports focus, collaboration, and creativity enhances overall productivity. Thoughtfully designed workspaces and the incorporation of technology contribute to a more efficient and effective workflow. Employee Satisfaction and Retention: A well-designed office that considers the needs and preferences of employees contributes to higher job satisfaction. Satisfied employees are more likely to stay with the company, reducing turnover and recruitment costs. Collaboration and Innovation: Open and collaborative spaces encourage interaction among employees, fostering a culture of teamwork and innovation. Breakout areas, meeting rooms, and shared spaces facilitate the exchange of ideas and creative problem-solving. Company Culture: The office environment is a tangible expression of the company's values and culture. A well- crafted environment reinforces the organization's identity, creating a sense of belonging and shared purpose among employees. Attracting Talent: A positive office environment is a valuable asset in attracting top talent. Job seekers often consider the workplace atmosphere and amenities when evaluating potential employers. A well-designed office can be a competitive advantage in recruitment. Adaptability to Change: A flexible and adaptable office environment can easily accommodate changes in technology, work processes, and organizational structure. This agility is crucial in today's dynamic business landscape. Factors Design and Layout: Thoughtful design that considers both individual and collaborative workspaces, incorporating elements like natural light, ergonomic furniture, and aesthetically pleasing surroundings. Technology Integration: Modern technology that supports efficient work processes, collaboration, and connectivity, including smart office solutions and reliable communication tools. Cultural Alignment: The office environment should reflect and reinforce the company's values, fostering a positive culture that aligns with the organization's mission and goals. Flexibility: A good office environment should be adaptable to the changing needs of the organization and its employees. This includes flexible workspaces, adjustable furniture, and versatile meeting areas. Wellness Initiatives: Programs and amenities that promote employee health and well-being, such as fitness facilities, wellness rooms, and mental health resources. Inclusive Spaces: Design that accommodates diverse needs, considering factors like accessibility, gender-neutral facilities, and spaces that cater to different work styles. Communication and Collaboration: Spaces that facilitate open communication and collaboration, including meeting rooms, breakout areas, and virtual collaboration tools. Modern Office Manager - Functions, Duties and Responsibilities Functions 7 Kanti Paul, Dept. of Commerce, KGTM Managerial Functions: The office manager is the administrative head of office. It is his duty to manage the entire affairs of an office. As an administrative incharge, he is expected to perform the following functions. o Planning the work to be performed before hand. o Forecasting the future demands based on past records. o Organising the activities of office. o Co-ordinating the activities of various departments. o Executing the policies and programmes of the management. o Communicating various policy decisions to the functional managers. o Designing and implementing new systems and procedures. o Reviewing system and procedures periodically and effecting changes in them. Supervisory Functions: The prime duty of office manager is to extract the work from subordinates. In this regard, he performs the following supervisory functions: o Dividing and allocating the work among the subordinates based on their specialisations. o Ensuring that the work is carried out as per predetermined schedule. o Exercising regular control over the quantity and quality of the work done by the subordinates. d. Ensuring the punctuality. o Providing adequate stationery and supplies and controlling their usage. o Arranging for appropriate equipment and maintaining them in proper working conditions. o Maintain the office, well organised, clean and tidy. Personnel Functions: At times office manager acts as a human relation officer for his own department. To ensure higher degree of accuracy and efficiency at work he should have efficient subordinates. For that purpose he discharges the following duties. o Recruit or hire skilled workers for the departments. o Arranging for training and development programmes for the subordinates to upgrade their knowledge. o Conducting staff appraisal interviews periodically. o Measuring the work of subordinates through appropriate methods. o Fixing up remuneration for the staffs and devising methods for suitable compensation. o Dealing with matters as regards to indiscipline. o Counselling and settling the disputes among the subordinates to the possible extent. Duties to the Management: manager is a functional head of the department. He acts as staff expert to top management and offers advices on various policy matters relating to office routine. He also performs the functions like o Provision of information that is needed to make policy decisions. o Supporting and implementing the policies of the top management. o Reporting the problems to the management which are beyond his limits. o Identifying problems in the implementation of the policies and reporting to the top management for remedial action. o Handling mails and fixing up appointments on behalf of top managers. Duties and Responsibilities Coordinating Administrative Functions: Office managers are responsible for overseeing various administrative tasks, such as managing schedules, organizing meetings, and handling communication within the office. Supervising Staff: They often manage a team of administrative and support staff, providing guidance, assigning tasks, and ensuring smooth workflow. Facility Management: Office managers are in charge of maintaining the office environment, including managing office supplies, equipment, and coordinating maintenance. Budgeting and Financial Management: They might be responsible for managing budgets, expenses, and financial records related to office operations. 8 Kanti Paul, Dept. of Commerce, KGTM Handling Communication: Office managers often serve as a point of contact for internal and external communications, including correspondence with clients, vendors, and other stakeholders. Implementing Policies: They ensure that office policies and procedures are followed by staff and may assist in developing new policies to improve efficiency. Problem Solving: Office managers address any issues or conflicts that arise within the office, finding solutions to maintain a productive and harmonious work environment. Managing Projects: They might oversee special projects or initiatives, coordinating tasks and ensuring deadlines are met. --xxx--- 9 Kanti Paul, Dept. of Commerce, KGTM