National Workshop on Monitoring & Evaluation of Rural Livelihoods Programmes

1. National Workshop on Monitoring & Evaluation of Rural Livelihoods Programmes - SERP Experience in MIS & Analytics A.Murali, IAS ACEO, SERP

2. Institutions of Rural Poor 22 Zilla Samakhyas ZS 1,098 Mandal Samakhyas MS 43,546 Village Organizations VO 10,48,011 Self Help Groups SHG 1,14,53,847 Members Women Members

3. Financial Progress

4. SERP – Organizational Set-up Executive Committee

5. SERP DSS – A new Paradigm Challenges • Scale of operations – 1.14 crs members/10 lakhs SHGs/43,000 VOs/1098 MSs/22 ZS • Area of operations – Entire state of AP • Multiple operations- 18 functional units • Semi-literate users Strategy • Decision Support System – Empower the cutting edge • Transaction based • Capture data from the single source of truth – SHG-BL transaction data directly from banks • Wide range of technologies to reach semi-literate • IVRS - in Sthree Nidhi • Mobiles based applications • On-line web applications • Local language support • NFT/EFT/ RTGS for fund transfers • eFMS

6. Community Managed IT in SERP M-Book keeping Bank Linkage Mobile / IVRS + Web Technologies Web Technologies Insurance CMSA Land Access SERP Databases Unnathi Pension H & N PWD Sthree Nidhi Non Farm Gender

7. Process of Implementation

8. Community Managed Mobile Bookkeeping

9. Snapshot of Reports Generated- Indicative list of Reports

10. Community Managed m-Bookkeeping – Reports - drill down till SHG level

11. Community Managed m-Bookkeeping – Reports - drill down till SHG level

12. Community Managed m-Bookkeeping – Reports - drill down till SHG level

13. Community Managed m-Bookkeeping – Reports - drill down till SHG level

14. Community Managed m-Bookkeeping – Reports - drill down till SHG level

15. Community Managed m-Bookkeeping – Using as Enabler – C& D SHGs Trainings Trainings of C & D Grade SHGs Training needs identified Designing & customized Trainings to SHGs Issues identified for facilitation support of CBOs/Proejct in SHG meetings Action taken report

16. Community Managed Mobile Bookkeeping Using as Enabler • Availability of SHG Member data base – for using it in all components & by other Government departments • Availability of real time financial transaction data • Improvement on regularity of meetings & attendance • Focused on revival of default SHGs • Tracking of loan disbursement under various heads • Better loan repayments • Alerts to CBOs/VOA/Project Staff for initiating action • Creation of Credit bureau

17. Community Managed Mobile Bookkeeping Using as Enabler • Able to track the SHG member with all her individual and family entitlements • Increased rely and confidence on the part of the Bankers about the initiatives of the poor. • Easy assessment of SHGs by Banks – Faster loan processing • Given need based training to SHGs • Eliminated printing of physical books there by an environmental friendly approach • Efficacy of functioning of SHGs improved with regular monitoring at all levels

18. Costs Benefits -M book keeping

19. Community Managed Mobile Bookkeeping Using as Enabler • Can Monitor all other Programmes with the same Mobile Bookkeeping platform

20. Bank SHG Bank – Linkage - MIS - Data sharing Process SERP Server 1 one time 3 SHG Data entry by project staff Data shared by banks in a particular format- data dumpin CD/ with FTP) 2 • Loan accounts Details & • Loan Transaction Details Picks relevant info from dump Reports BL Performance Delinquency Interest Subvention SERP Website www.serp.ap.gov.in

21. SHG Bank – Linkage - MIS - Using as Enabler • Credit planning for SHG Bank Linkage – Fixing physical & financial targets – District/Bank/staff/SHG wise • Monitoring of SHG bank linkage loan repayments • Focusing on POP SHG loan disbursements on par with other SHGs • Focus on default SHGs • Calculation & Disbursement of Interest Subvention • Monitoring of Staff performance

22. Community Managed Sustainable Agriculture – MIS – ICT Usage

23. Community Managed Sustainable Agriculture – MIS – Using as Enabler • Crop planning • Provision of extension services to farmers • Functioning of Farmer field schools , NPM Shops, custom hiring centers • Altering farmers about pest attacks, weather casting & prices of commodities • Monitoring of adoption rate CMSA methods by farmers • Monitoring of CBO/Project staff performance

24. Community Managed Health & Nutrition - MIS Mobile Technology User friendly feedback monitoring and decision support system

25. Community Managed Health & Nutrition - MIS- Using as Enabler • Real time data helps individuals to get timely counseling by Health Activists, to seek early heath care and reduce out of pocket expenditure • Alerts to Health Activist to initiate action • Exception reports for regular review, initiate action required and follow up at all levels • Analytical reports for management decisions and midcourse action • Monitoring of staff performance

26. Community Managed Social Security – Insurance -MIS JBY and AABY Quality service through technology Life and Disability Insurance Dr YSR Abhaya Hastham Call Centers Old Age Security CBO Managed Livelihood opportunities to Bima Mitras Loan & Credit Insurance Corporate Agency Credit linked Life Insurance Live Stock Insurance Live Stock Insurance

27. Community Managed Social Security – Insurance -Claims Management by Community Death of member Final settlement Call to call centre 1 hour 30days Information to Bima Mitra Claim processing 7 days Upload of documents 5 hours Payment of solatium Rs 5000 Claim documentation

28. Community Managed Social Security – Insurance –MIS - Using as Enabler • Web enabled 22 Call Centres across the State to provide Quick and Quality Services • e-Claim Processing, Claim Settlement Process Reduced to 30 Days. • Real-time Monitoring & Effective Implementation • Low Administrative Costs @ Rs.6 /- per Member • Monitoring the performance of CBOs/Project staff

29. Unnathi - Technology for effective Targeting & Monitoring

30. Unnathi - Technology for effective Monitoring

31. Usage of GIS in Unnathi for knowing Hot spots

32. e-FMS - Electronic Funds Management Systems for managing funds at Project & CBO Level FUND with Nodal Bank/c Stage 3 Stage 2 Stage 4 Online Fund Transfer SERP Server Nodal Bank SERVER Transaction-wise Reports Amount transferred to the referred account within 24 hours Client Alerted through email/sms Report generated for SERP Cost Centers Request for the amount to be transferred as and when required Stage 1 Stage 5 Online Fund Transfer Request Referred Bank Account SPMU DPMU ZS MS cost centers

33. e-FMS – Use as Enabler • Significantly improved cash management • Need based deployment of funds • Quick and accurate reporting • Better access to data at different levels of the organization • Daily account status and balance check • Effective monitoring of activities on a day to day basis • Status of activities • Progress on programme Vs support activities

34. Take Aways from AP experience • Very essential to initiate ICT interventions right from inception of the project - especially large scale projects like NRLM • ICT – Can bring significant change quality implementation of the project and performance of CBOs • Cost-Effective technologies coupled with analytic reports can play critical role: • effective last mile targeting • identifying hot –spots • provision of on-time customized trainings • facilitation support 34

35. Take Aways from AP experience • Easy tracking and effective utilization of funds at all levels • Enhanced transparency & accountability at all levels • Minimizes grievances • Enhanced credibility of CBOs among banks/investors /insurance companies/other stakeholders 35

36. Thank You!