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Bc Sakhi Template 3 -Form Fill

Village Information
Q01

District Name

Q02

District Code

Q03

Block Name

Q04

Block Code

Q05

Gram Panchayat Name

Q06

Gram Panchayat Code

Q07

Village Name

Q08

Village Code

Survey Information
A01

Name of the BC Sakhi respondent

A02

Year of Joining of BC Sakhi

A03

Respondent identification/ BC Sakhi code

A04

FIRST ATTEMPT FOR THE INTERVIEW

A04_1

Interviewer name

A04_2

Interviewed code

A04_3

Date of the interview

A04_4

Result of the interview

A04_5

Record time when you start the interview

A04_6

Record time when you end the interview

A04_7

GPS Coordinates

A05

SECOND ATTEMPT FOR THE INTERVIEW

A05_1

Interviewer name

A05_2

Interviewed code

A05_3

Date of the interview

A05_4

Result of the interview

A05_5

Record time when you start the interview

A05_6

Record time when you end the interview

A05_7

GPS Coordinates

A06

THIRD ATTEMPT FOR THE INTERVIEW

A06_1

Interviewer name

A06_2

Interviewed code

A06_3

Date of the interview

A06_4

Result of the interview

A06_5

Record time when you start the interview

A06_6

Record time when you end the interview

A06_7

GPS Coordinates

Basic Profile of BC Sakhi
B01

Are you an SHG member?

B02

Please tell us the name of SHG.

B03

Are you a relative of an SHG member?

B04

What is your relationship with the SHG member?

B05

What is your age?

B06

What is your educational qualification?

B07

What is your marital status?

B08

Do you hold any key position in the village?

B09

What is your relationship with the head of the household?

B10

Are you the primary earning member of the household?

B11

What is the primary livelihood activity of your household?

B12

What is the second most income generating activity of your household?

Selection Procedure of BC Sakhi
C01

How did you come to know about the BC Sakhi work/activity?

C02

Who influenced you to become a BC Sakhi?

C03

What was the process adopted to appoint you as a BC Sakhi?

C04

How many days did the selection process take to complete?

C05

What was the support provided by BRLPS/JEEVIKA to complete this process?

C06

What were the challenges faced during the process of selection of BC Sakhi?

C07

According to you, what can be done to improve the selection process of BC Sakhi and make it smooth?

C08

Did you ever visit a bank before becoming BC Sakhi?

C09

What was the reason for not visiting the bank before?

C10

Before assuming the role of BC Sakhi, have you ever done any transaction (deposit or withdrawal of money) from the bank?

C11

Do you have any prior experience of working as BC Sakhi?

Training of BC Sakhi
D01

Have you received training from BRLPS/JEEViKA (Non-technical training / Basic Training)?

D02

How many days of (basic or non-technical) training did you receive from BRLPS/JEEViKA?

D03

What were all taught in the basic training / non-technical training?

D04

Did you find the basic training / non-technical training helpful?

D05

What could be done better to improve the effectiveness of these trainings?

D06

Have you received any training from the Corporate BC/ Bank? (Technical training)?

D07

How many days of technical training did you receive?

D08

What topics were covered/ taught in the technical training?

D09

Did you find the technical training helpful?

D10

What could be done better to improve the effectiveness of these trainings?

D11

Have you attended any orientation program conducted at district level?

D12

Have you taken IIBF Certification exam?

D13

From where have you prepared for IIBF certification exam?

D14

Have you received certificate from IIBF?

D15

Have you received any refresher training?

D16

How many refresher trainings were conducted?

D17

For how many days was refresher training conducted?

D18

What were all topics covered in the refresher training?

D19

Are you satisfied with the refresher training provided to you?

D20

Do you feel the need for refresher training?

D21

Which topics should be covered in the refresher training?

Service Delivery of BC Sakhi
E01

What kind of services do you provide to your customers?

E01_1

Account Opening

E01_2

Deposits

E01_3

Withdrawal

E01_4

Fund Transfer/ IMPS

E01_5

Fixed deposit

E01_6

Recurring Deposit

E01_7

Promoting and selling insurance products

E01_8

Promoting and selling pension products

E01_9

Generating eligible loan application

E01_10

Aadhar Seeding

E01_11

Passbook Update

E01_12

Balance enquiry

E01_13

Delivering notices for NPA on behalf of bank branches

E01_14

Recovering NPA

E02

With which bank are you associated?

E03

Which model of service do you follow?

E04

Do you sell/ promote insurance products?

E05

When did you start selling/promoting insurance products?

E06

What kind of insurance products do you sell?

E07

How many customers have bought insurance products from you (since the time mentioned in 605)?

E08

Do you sell/ promote pension products?

E09

When did you start selling/promoting pension products?

E10

What kind of pension products do you sell?

E11

How many customers have bought pension products from you?

E12

Which of the following hardware/devices are available at your CSP?

E12_1

Laptop

E12_2

PC

E12_3

Tablet

E12_4

Printer Cum Scanner

E12_5

Pin Pad device/ Micro ATM

E12_6

Bio- Metric Device

E12_7

Inverter

E12_8

Internet Connection

E12_9

Bulb/Tube lights

E12_10

Tables

E12_11

Chair

E12_12

Prescribed board displayed

E12_13

Prescribed Jeevika board/ logo displayed

E12_14

Guidelines for customers

E12_15

IIBF Certificate displayed

E12_16

Marketing of available products

E13

From where did you received funds to purchase hardwares/ equipments to carry out BC Sakhi operations?

E14

Do you face any issues with internet connectivity/ link failure in the CSP?

E15

How many times do you face these issues in a month?

E15A

Internet connectivity

E15B

Link failures

E16

If technical issues are faced with hardware, how do you deal with it or seek technical help?

E17

Who runs the daily operations of CSP?

E18

Please specify the number of members working in the CSP at any given time?

E19

How many days do you operate the CSP in a week?

E20

What are the operating hours/duration of CSP daily?

E21

What is the opening time of your CSP?

E22

What is the closing time of your CSP?

E23

Are you operating from the same place allocated at the time of recruitment?

E24

What is the reason for not operating from the assigned place?

E25

Distance of the nearest bank branch (that you work with) from the Gram Panchayat assigned for the BC Sakhi

E26

What is the frequency of visiting the bank branch (that you work with)?

E27

Distance of nearest bank ATM from the gram panchayat assigned for the BC Sakhi

E28

Please provide the number of Gram Panchayats you provide your services.

E29

Please tell us the number of villages you provide your services.

Transaction and Profitability of BC Sakhi
F01

What is the maximum limit on the total amount of transactions (value in INR) per day?

F02

Do you issue acknowledgment receipt of all the transactions?

F03

Do you hand over the acknowledgment receipt to the customers immediately after the transaction?

F04

What is the total number of transactions (deposits) made by you in the last 2 months - 1st Dec 2021 to 31st Jan 2022?

F05

What is the total number of transactions (withdrawals) made by you in the last 2 months - 1st Dec 2021 to 31st Jan 2022?

F06

What is the total value of transactions (deposits) made by you in the last 2 months - 1st Dec 2021 to 31st Jan 2022?

F07

What is the total value of transactions (withdrawals) made by you in the last 2 months - 1st Dec 2021 to 31st Jan 2022?

F08

What is expenditure incurred by you under the following heads

F08A

Establishment Cost

F08A_1

Laptop/ PC / Tablet

F08A_2

Printer cum scanner

F08A_3

Pin Pad Device/ Micro ATM

F08A_4

Biometric device

F08A_5

CCTV

F08A_6

Inverter

F08A_7

Miscellaneous

F08A_8

Overdraft amount

F08B

Operational Expenses

F08B_1

Rent of Premises

F08B_2

Electricity

F08B_3

Monthly Internet Charges

F08B_4

Travel Expenses

F08B_5

Stationary expenses

F08B_6

Miscellaneous expenses

F09

How many CBOs have done transactions with you in last one year from

F10

Whether conducted transactions in the last year?

F10_1

SHG

F10_2

VO

F10_3

CLF

F11

No. of CBOs

F11_1

SHG

F11_2

VO

F11_3

CLF

F12

Do you organize awareness camps/meetings to give awareness about financial products to the customers in your area?

F13

Can you please elaborate on what activities you conduct to spread awareness of financial products to the customers in your area?

F14

Do you visit villages/panchayats to provide doorstep banking services?

F15

To whom do you provide these doorstep banking services?

F16

What kind of doorstep banking services do you provide to such members/households?

F17

How much do you receive from the bank for your monthly services?

F18

How do you charge for your service fee per transaction/commission from the people who avail of your services?

F19

How much do you charge from your customer to provide banking services? (on transaction of INR 1000)

Social Impact on the life of BC Sakhi
G01

Do you think there has been a change in yourself after becoming a BC Sakhi?

G02

How will you rate this change in yourself after becoming a BC Sakhi on a five-point scale?

G03

What has been the change in your social standing in the community?

G03A

Before becoming a BC Sakhi

G03A_1

Spending money earned by you

G03A_2

Owning a bank account

G03A_3

Savings/ deposits in your name

G03A_4

Buying/selling of land

G03A_5

Buying/selling of jewelry

G03A_6

Buying/selling of livestock

G03A_7

Buying/selling of farm produce

G03A_8

To go out and work

G03A_9

Ration Shop

G03A_10

Paternal Home

G03A_11

Weekly Market

G03A_12

Government Offices

G03A_13

Banks

G03A_14

Gram Sabha

G03A_15

Police Station

G03A_16

Meeting/training in the village

G03A_17

Meeting/training outside the village

G03A_18

Did you attend any of the Gram Sabha meetings held?

G03A_19

Did you raise any issues in the meetings that you attended?

G03A_20

Did you vote in any of the elections in the last 5 years?

G03A_21

Who decides who you will cast your vote to?

G03A_22

Have you held any key position in the village?

G03B

After becoming a BC Sakhi

G03B_1

Spending money earned by you

G03B_2

Owning a bank account

G03B_3

Savings/ deposits in your name

G03B_4

Buying/selling of land

G03B_5

Buying/selling of jewelry

G03B_6

Buying/selling of livestock

G03B_7

Buying/selling of farm produce

G03B_8

To go out and work

G03B_9

Ration Shop

G03B_10

Paternal Home

G03B_11

Weekly Market

G03B_12

Government Offices

G03B_13

Banks

G03B_14

Gram Sabha

G03B_15

Police Station

G03B_16

Meeting/training in the village

G03B_17

Meeting/training outside the village

G03B_18

Did you attend any of the Gram Sabha meetings held?

G03B_19

Did you raise any issues in the meetings that you attended?

G03B_20

Did you vote in any of the elections in the last 5 years?

G03B_21

Who decides who you will cast your vote to?

G03B_22

Have you held any key position in the village?

G04

After becoming BC Sakhi, have you observed a change in your inter and intrahousehold decision-making role?

G05

What has been the change in your confidence levels after becoming BC Sakhi?

G06

What has changed the quality of life and standard of living after becoming BC Sakhi?

G07

Do you think there has been an improvement in the number of female customers availing of banking services through your BC Channel since your joining as BC Sakhi?

G08

If yes, what could be the reasons for improving the number of female customers?

G09

If not, what could be the barriers preventing female customers from transacting with BC Sakhi?

G10

On a scale of 1-5, have you seen any improvement in your attitude towards self-employment/entrepreneurship?

G11

What skill sets have you acquired/learned after becoming a BC Sakhi?

G12

How has your family been supported throughout the BC Sakhi journey?

G13

Do you observe any change in people's perception of you after becoming BC Sakhi?

Economic Impact on the life of BC Sakhi
H01

Before becoming BC Sakhi, were you involved in any other livelihood activity?

H02

Which type of livelihood activities were you involved in before becoming BC Sakhi?

H03

What was your average monthly earning before becoming BC Sakhi?

H04

What is your monthly average earning after becoming BC Sakhi?

Customer Relations
I01

Does the CSP open timely as per the given guidelines of working hours?

I02

Do the customers get prompt banking services at the CSP during working hours?

I03

Are the customers satisfied with your quality of service?

I04

What are the challenges faced by the customers?

I05

What are the challenges you face in offering exemplary service to the customers?

I06

How can you further improve customer service?

I07

What support do you need from the BRLPS/JEEViKA/Banks to improve your service level?

Process of Fund flow
J01

Was an MoU signed between the concerned VO and SHG member/ BC Sakhi at a workshop for CSP?

J02

Have you received any financial support from the BRLPS/JEEVIKA?

J03

In which account have you received this amount?

J04

What is the amount of loan taken from the VO towards the purchase and establishment of the CSP?

J05

What is the repayment status of the loan received on 31st Jan 2022?

J06

How much of the loan amount have you repaid to VO as of 31st Jan 2022?

J07

How much of the loan amount is outstanding to VO as of 31st Jan 2022?

J08

What is the reason for the non-repayment of the loan?

J09

After how many months have you received the fund?

J10

For what purpose have you utilized the establishment fund amount?

J11

What is the reason for the delay in setting up infrastructure?

J12

What is your primary source of investment?

J13

How much of your own money have you invested in initiating the BC sakhi activity (INR)?

J14

Of the total investment, how much invest towards the OD limit?

J15

What is the frequency with which you get your commission?

J16

What are the modalities of receiving the commission?

J17

How do you receive the commission?

J18

Have you received any incentives or bonuses for the services you have provided?

J19

How many incentives or bonuses have been received in the last 1 year (1st Feb 2021 to 31st Jan 2022)?

J20

In which form have you received a bonus?

Review and Monitoring
K01

Does the Area Coordinator (AC) visit the outlet for support and review?

K02

How frequently does the AC visit the BC Sakhi outlet?

K03

What kind of activities are reviewed by the AC?

K04

What kind of support do you receive from the AC on their visits?

K05

Please provide the date of the last visit done by the Area Coordinator/ Community coordinator.

K06

What is the reason behind AC not coming to your outlet?

K07

Do you maintain the required book of records?

K08

What is the frequency of maintaining the book of records?

K08_1

Daily Register

K08_2

Daily Transaction register

K08_3

Visitors Book

K08_4

Complain register

K08_5

Account opening register

K09

Are you aware that your performance is measured and used for ranking?

K10

What are some of the challenges you face while functioning as a Business Correspondent Agent?

K11

From whom have you received support for performing services as BC Sakhi from the following stakeholders?

K12

What kind of support have you received?

K13

According to you, what could be done to overcome the challenges

K14

How can BRLPS/JEEVIKA help you address these challenges?

K15

What kind of support do you receive from CBOs?

K16

Do you think the support received from CBOs is satisfactory?

K17

What can be done further to increase or improve the support from the CBOs?

K18

How has COVID-19 impacted your overall work?