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Process Monitoring Template 21 -Form Fill

General Information
Q01

State Name

Q02

State Code

Q03

District Name

Q04

District Code

Q05

Block Name

Q06

Block Code

Q07

Enterprise Name

Q08

Enterprise Identification Code

Q09

Interviewer name

Q10

Interviewer code

Q11

Interview code

Q12

Date of the interview

Q13

Record the time when you start the interview

Q14

Record the time when you end the interview

Q15

GPS coordinates

Personal Information
A01

Name of the respondent

A02

The contact number of the respondent

A03

What is your religion?

A04

What is your caste category?

A05

What is your marital status?

A06

Gender of the respondent

A07

What is your educational qualification?

A08

Are you the owner of the enterprise?

A09

If not, what is your role in the enterprise?

A10

Gender of the owner

A11

Education of the owner

A12

Marital status of the owner

A13

Is the owner an SHG member?

A14

What is the name of the SHG?

A15

If no, is someone from your family an SHG member

A16

What is your relationship with the SHG members?

Details of the enterprise
B01

Name of Enterprise

B02

When was this enterprise started?

B03

What is the enterprise ownership type?

B04

Who formed/ started this enterprise?

B05

What was the total value of the product produced/marketed in 2022-2023?

B06

Is your enterprise registered?

B07

If yes, under what act is the enterprise registered?

B08

If No, what are the obstacles in your registration?

B09

Have you received any loan from banks after your registration?

B10

Which sector does your enterprise operate in?

B11

What are the services/ products that your enterprise produces?

B12

Are your products environmentally sustainable?

B13

What are the customer bases for this enterprise?

B13A

Does your enterprise have an online presence?

B14

What are the Online Portals on which the products have been featured ?

B15

If No, What are the obstacles ?

B16

Who assisted in setting up this business?

B17

Usually, who is engaged in the enterprise?

B18

How many members or employees are engaged full-time?

B18_1

Male

B18_2

Female

B18_3

Male child

B18_4

Female child

B18A

No. of days of employment (in a month)

B18A_1

Male

B18A_2

Female

B18A_3

Male child

B18A_4

Female child

B18B

Remuneration (monthly)

B18B_1

Male

B18B_2

Female

B18B_3

Male child

B18B_4

Female child

B19

How many members are employed full-time in the enterprise (other than family members)?

B19_1

Male

B19_2

Female

B19_3

Male child

B19_4

Female child

B19A

No. of days of employment (in a month)

B19A_1

Male

B19A_2

Female

B19A_3

Male child

B19A_4

Female child

B19B

Remuneration (monthly)

B19B_1

Male

B19B_2

Female

B19B_3

Male child

B19B_4

Female child

B20

How many members are employed part-time in the enterprise (other than family members)?

B21

Do you also hire seasonal labour?

B22

What is the reason for not hiring seasonal labour?

B23

In which month do you engage seasonal labour?

B24

How many members or employees are engaged on a seasonal basis (employed for less than a year) in 2023?

B25

Daily, how many hours is the enterprise operational?

B26

How many days in a month is your enterprise operational on average?

B27

How many customers do you get daily on average?

B28

What are the challenges faced in enterprise operations?

B29

Where is the business located?

B30

Does the owner or owners own the location or space occupied by the business or activity?

B31

Does this business or activity pay any rent for its location or space?

Training received by the entrepreneur
C01

Did you receive any Entrepreneur Development training or orientation before/ after starting up the business?

C02

If not, why have you not received any training in business development?

C03

If yes, was the BDSP involved in training/ business idea validation etc.?

C04

If BDSP was not involved, who imparted the training?

C05

What were some of the topics covered in the training?

C06

How helpful were these training in your day-to-day business operations

C07

What topics do you think training would have helped develop your business?

C08

What was the duration of the training?

C09

Did you receive any refresher training?

C10

What was the duration of the refresher training?

C11

If not, do you feel there is a need for refresher training?

C12

What are the topics on which refresher training is required?

C13

Who provided the refresher training?

Enterprise- expenditure, profits, and book of records
D01

What is the average monthly cost of operations?

D01_1

Raw material

D01_2

Wages

D01_3

Rent

D01_4

Electricity (from the grid)

D01_5

Electricity (from diesel)

D01_6

Transportation

D02

What is the total monthly revenue generated- before becoming part of OSF?

D02_1

Peak Season – INR

D02_2

Off-season – INR

D03

What is the total monthly revenue generated- after becoming part of OSF

D03_1

Peak Season – INR

D03_2

Off-season – INR

D04

Please provide the revenue and expenditure details for the last 3 months-

D04A

May '23

D04A_1

Revenue

D04A_2

Expenditure

D04B

June '23

D04B_1

Revenue

D04B_2

Expenditure

D04C

July '23

D04C_1

Revenue

D04C_2

Expenditure

D05

What is the average monthly profit from this enterprise?

D06

How are the profits used?

D07

Do you maintain records?

D08

If not, why do you not maintain the book of records?

D09

What are the types of records that you maintain?

D10

Is the book of records properly updated?

D11

Do you face any challenges in updating the book of records?

D12

If yes, what type of challenges do you face?

D13

Are the book of records reviewed?

D14

What is the frequency of review of the book of records?

D15

Who reviews these books?

D16

Do you receive any assistance from BDSPs in maintaining the Book of records?

D17

What type of assistance do you receive from BDSPs in maintaining records?

D18

Do you find the assistance useful?

D19

What are the other areas where you need assistance?

Access to Funds
E01

Do you have a personal bank account?

E02

If not, why did you not open the bank account?

E03

Type of personal bank account?

E04

Does anyone in your household have a bank account?

E05

Do you use the account for business/ personal purposes?

E06

Type of bank account?

E07

What has been the initial investment in the enterprise?

E08

How did you arrange for the initial investment?

E08_1

Savings

E08_2

Loan from bank

E08_3

Loan from MFI

E08_4

Friends/ relatives

E08_5

Moneylenders

E08_6

SHGs

E09

Have you taken a loan for the development of your enterprise?

E10

How many times have you taken a loan for the enterprise?

E11

What was the process of application for loans followed by the enterprises?

E12

Were you provided any assistance during the application for loans?

E13

If not, what was the reason?

E14A

Was the loan availed from this source

E14A_1

Bank

E14A_2

MFIs

E14A_3

Friends/Relative

E14A_4

Informal moneylenders

E14A_5

SHG

E14A_6

CBOs

E14B

What was the loan amount?

E14B_1

Bank

E14B_2

MFIs

E14B_3

Friends/Relative

E14B_4

Informal moneylenders

E14B_5

SHG

E14B_6

CBOs

E14C

What was the rate of interest?

E14C_1

Bank

E14C_2

MFIs

E14C_3

Friends/Relative

E14C_4

Informal moneylenders

E14C_5

SHG

E14C_6

CBOs

E14D

How much amount has been repaid?

E14D_1

Bank

E14D_2

MFIs

E14D_3

Friends/Relative

E14D_4

Informal moneylenders

E14D_5

SHG

E14D_6

CBOs

E14E

How do you repay the loan?

E14E_1

Bank

E14E_2

MFIs

E14E_3

Friends/Relative

E14E_4

Informal moneylenders

E14E_5

SHG

E14E_6

CBOs

E14F

What was the time taken from the application to disbursement

E14F_1

Bank

E14F_2

MFIs

E14F_3

Friends/Relative

E14F_4

Informal moneylenders

E14F_5

SHG

E14F_6

CBOs

E14G

Was the whole amount given at once or in instalment

E14G_1

Bank

E14G_2

MFIs

E14G_3

Friends/Relative

E14G_4

Informal moneylenders

E14G_5

SHG

E14G_6

CBOs

E15

From the total loans received, what was repaid in the last 3 months

E15_1

May '23

E15_2

June '23

E15_3

July '23

E16

Have you faced any challenges while repaying the loan?

E17

What were the challenges faced/for non-repayment?

E18

Has a bank account been opened in the name of the enterprise?

E19

If not, how did you receive the loan amount?

E20

When was the bank account opened?

E21

What is the distance to the bank from the enterprise (accessibility in case of services)?

E22

Did you apply for any loan assistance from CBOs?

E23

If yes, did you receive the assistance

E24

If not, why haven't you received any assistance?

E25

Which of these funds did you apply for?

E25_1

CEF (Community Enterprise Fund – OSF)

E25_2

CIF (Community Investment Fund – CLF)

E25_3

SHG Bank Linkage

E25_4

Direct Bank Linkage

E25A

Amount received

E25A_1

CEF (Community Enterprise Fund – OSF)

E25A_2

CIF (Community Investment Fund – CLF)

E25A_3

SHG Bank Linkage

E25A_4

Direct Bank Linkage

E26

How useful did CBOs provide loan assistance for the development of your enterprise?

E27

Have you received any financial assistance from other government schemes apart from the OSF ecosystem?

E28

Under what government schemes, have you received support?

E29

Amount of Financial assistance Received

Support from BDSPs
F01

Do you have a business plan?

F02

If not, why have you not prepared a business plan?

F03

Did the BDSP assist you in preparing the business plan?

F04

What aspects are covered in the business plan?

F05

Did the BDSP help you in raising funds for your business?

F06

If not, why did the BDSP not help you in raising funds?

F07

Have you planned the expansion of your business?

F08

If not, why have you not planned to expand your business?

F09

What are your plans for the expansion of your enterprise?

F10

Did the BDSP provide you with support in setting up of both online and offline market linkages and business expansion ?

F11

If no, how did you manage market operations for your enterprise?

F12

Did you receive assistance from BDSP for getting licenses and other regulatory documents?

F13

If not, why did the BDSP not assist you?

F14

What type of licenses/ regulatory documentation did the BDSP assist you with?

F15

Did the BDSP connect you with Mentor/ functional experts?

F16

If not, did you request the BDSP to connect you with a functional expert/ mentor?

F17

What aspects of the business did the mentor/ functional expert help you with?

F18

Did the BDSP inform you about other government schemes that could help you in the business?

F19

Do you have insurance?

F20

If not, why did you not get insurance?

F21

Which type of insurance do you have?

F22

Did the BDSP provide you with support in getting insurance?

F23

Do you pay remuneration/fees to the BDSP?

F24

If not, why do you not pay the BDSP for their services?

F25

What is the remuneration/fee paid to BDSP?

F26

What is the frequency of remuneration paid to BDSP?

F27

Have you received any fee structure from the SRLMs or Is there any rate card for payment of remuneration/ fees?

F28

If not, do you think the rate card will help you pay the BDSP's remuneration?