Block Task Force (BTF) – Loan Size Upto 5L

1. How to Login and Check the Loan Application:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : You can view the number of loan applications by clicking the ‘Open’ tab

Step 7 : Upon generation of the BP by OSF, the list of loan applicant details will appear under the ‘Open’ tab and the status of the applicant will be displayed as ‘BP Generated’

Step 8 : Unscheduled : To schedule a meeting between the respective teams prior to the BTF recommendation

Step 9 : Waiting for BP Appraisal : Following the meeting scheduled by the BTF, complete the business plan appraisal form

Step 10 : Recommendations: Following the BP appraisal form, complete the recommendation section.

Step 11 : The BTF staff can view the loan application ID, Loan Type, Loan Name, Requested Amount, District Name, Block Name, Application Created Date, Due Date, and Status of the loan in the home page

2. How to Add the Committee Member:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Committee Member’ to add the committee member. Once you click the tab it will redirect to the committee members tab.

Step 7 : The committee member should be in bank, line department, VKP or any representing institution

Step 7.1 Name : Enter the name of the committee member

Step 7.2 Designation : Enter the committee member designation

Step 7.3 Institution : Enter the committee member institution details

Step 7.4 E-Mail : Enter the committee member e-mail details

Step 7.5 Mobile Number : Enter the committee member mobile number

Step 8 : After entering the committee members details, click “Add Member” and a popup will appear that says “Committee Member created successfully”

Step 9 : After adding a member to the committee, the list of committee members will be displayed below

3. How to Edit the Committee Member:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Once you click the ‘Committee Member’ tab it will redirect to the committee members tab.

Step 7 : The staff can edit a committee member’s details by clicking on the ‘Edit’ option

Step 8 : Update the changes and click ‘Save’ button and the popup will appear like ‘Updated Successfully’

4. How to Delete the Committee Member:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Once you click the ‘Committee Member’ tab it will redirect to the committee members tab.

Step 7 : To delete a committee member, click the ‘Delete’ button. A confirmation window will appear once you click the delete button.

Step 8 : If the staff wants to delete the committee member click ‘Delete’ or Choose ‘Cancel’

Step 9 : Once click delete tab the popup appear like ‘Deleted Successfully’

5. How to Scheduled the Meeting:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Unscheduled’ tab to schedule a meeting with a committee member

Step 8 : To schedule a meeting with an individual applicant, click the name of the applicant. The details of the loan application will appear.

Step 9 : Upon selecting the applicant, the staff are able to view the applicant’s Workflow details, BP Generated documents in detail

Step 10 : Click ‘Schedule Now’ to schedule the meeting for the specific applicant

Step 11 : To add participant details, click the checkbox after selecting an applicant. Once you select the participants click ‘Next’

Step 12 : Schedule Meeting

Step 12.1 Name of the Meeting : Enter the name of the meeting

Step 12.2 Date and Time : By clicking the calendar to select the date and time

Step 12.3 Venue : Enter the venue details

Step 12.4 Purpose of the Meeting : Enter the purpose of the meeting in details

Step 12.5 Virtual Meeting Link : Enter the Meeting Link

Step 13 : Once we entered the details click ‘Next’ and the meeting will be scheduled successfully

Step 14 : Staff will be able to view the agenda, date and time, venue, purpose and committee member details of the meeting and link, as well as the application number and committee member information.

Step 15 : By clicking ‘Send Invitation to All’ the meeting invitation link will sent to the selected committee members

Step 16 : Bulk Schedule

Step 16.1 To schedule a meeting with all the applicants, click the Bulk Schedule.

Step 16.2 Once we click the bulk schedule it will redirect to the bulk schedule meeting tab

Step 16.3 To schedule meetings in bulk, click the checkbox to select the applicants and click ‘Next’

Step 16.4 To add participant details, click the checkbox after selecting an applicant. Once we selected the participants click ‘Next’

Step 16.5 : Schedule Meeting

Step 16.5.1 Name of the Meeting : Enter the name of the meeting

Step 16.5.2 Date and Time : By clicking the calendar to select the date and time

Step 16.5.3 Venue : Enter the venue details

Step 16.5.4 Purpose of the Meeting : Enter the purpose of the meeting in details

Step 16.5.5 Virtual Meeting Link : Enter the Meeting Link

Step 16.6 : Once we entered the details click ‘Next’ and the meeting will be scheduled successfully

Step 16.7 : Staff will be able to view the agenda, date and time, venue, purpose and committee member details of the meeting and link, as well as the application number and committee member information.

Step 16.8 : By clicking ‘Send Invitation to All’ the meeting invitation link will sent to the selected committee members

Step 17 : Once the staff scheduled the meeting the list of applicant will moved to ‘Unscheduled’ to ‘Waiting for BP appraisal’ tab

6. How to Rescheduled the Meeting:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Waiting for BP Appraisal’ tab to schedule a meeting with a committee member

Step 8 : Under the ‘Waiting for BP Appraisal’ tab click ‘Scheduled Meeting’ to view the list of scheduled meeting in detail

Step 9 : To view the meeting schedule for an individual applicant, click ‘View Detail’.

Step 10 : Click ‘Reschedule’ icon to reschedule the meeting, Once we click the reschedule it will redirected to the reschedule meeting tab

Step 11 : Update the required changes and click ‘Reschedule’ tab the changes will get updated automatically and the popup appears like ‘Meeting Rescheduled Successfully’

7. How to Cancel the Scheduled Meeting:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Waiting for BP Appraisal’ tab to schedule a meeting with a committee member

Step 8 : Under the ‘Waiting for BP Appraisal’ tab click ‘Scheduled Meeting’ to view the list of scheduled meeting in detail

Step 9 : To view the meeting schedule for an individual applicant, click ‘View Detail’

Step 10 : Once we click ‘Cancel Meeting’ the meeting will get cancelled

Step 11 : Once we click the cancel meeting the confirmation popup will appear click ‘Confirm’ to cancel the meeting or choose ‘Cancel’

Step 12 : Once you cancelled the meeting the popup will appear like ‘Meeting Cancelled Successfully’ and the notification will send to all the participants in the meeting

Step 13 : Once we cancelled the meeting the application will moved to ‘Waiting for BP appraisal’ to ‘Unscheduled’

8. How to Generate the Business Plan Appraisal (Loan Size: Upto 5 Lac)

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Waiting for BP Appraisal’ tab and select the applicant to generate the business plan appraisal

Step 8 : By selecting the applicant name, the BTF staff can view the applicant’s ID, application details and application workflow in detail.

Step 9 : The loan application can be viewed by clicking on ‘View’ and downloaded by clicking on ‘Download’

Step 10 :BTFs can view the date the application was received, and before BTF generation will display a status of “Waiting for Business Plan Appraisal”

8.1 How to Create Profile of the Entrepreneur in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Profile of the Entrepreneur’ section of the business plan appraisal

Step 2 : Basic Info :

Step 2.1 Category of the Loan : By clicking the dropdown to choose the category of the loan

Step 2.2 Name of the Entrepreneur : The name of the entrepreneur/group/collective details will be auto populated based on the data entered in the OSF login

Step 2.3 Mobile Number : The mobile number will be auto populated based on the data entered in the OSF login

Step 3 : Address : Based on the applicant’s details, Door No, Address Line, District, Block, Panchayat and Pincode details will be auto populated in the Address tab.

Step 4 : Business Info : Based on the applicant’s details, the business info details will be auto populated in the tab

Step 5 : Once the information is entered, click on the ‘Next’ option. The information will be saved as a draft

8.2 How to Create Technical Feasibility in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Technical Feasibility’ section of the business plan appraisal

Step 2 : The selected economic activity is technically feasible In terms of its suitability to the expectations & needs of the clients : If the selected economic activity is technically feasible In terms of its suitability to the expectations and needs of the clients choose ‘Yes’ or choose ‘No’

Step 3 : The required plant & machineries and equipment are available at an affordable rate : By clicking the dropdown to choose the the required plant and machineries and equipment are available at an affordable rate

Step 4 : The technology opted for the enterprise is economical : By clicking the dropdown to choose whether the technology opted for the enterprise is economical or not

Step 5 : The company provides after sales service on the technology : By clicking the dropdown to choose whether The company provides after sales service on the technology or not

Step 6 : The space, raw material & labour are available in the local area for the selected activity : By clicking the dropdown to choose whether the space, raw material and labour are available in the local area for the selected activity or not

Step 7 : The required power is available at the proposed place of business : By clicking the dropdown to choose whether the required power is available at the proposed place of business

Step 8 : Once the information is entered, click on the ‘Next’ option. The information will be saved as a draft

8.3 How to Create Commercial Feasibility in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Commercial Feasibility’ section of the business plan appraisal

Step 2 : The demand for the item produced is more than the current supply in the market : By clicking the dropdown to choose the demand for the item produced is more than the current supply in the market

Step 3 : TThe entrepreneur has USP in the selected area to stay ahead of competition : By clicking the dropdown to choose the The entrepreneur has USP in the selected area to stay ahead of competition

Step 4 : The activity selected is looking at retail or wholesale market : By clicking the dropdown to choose whetherThe activity selected is looking at retail or wholesale market

Step 5 : Availability of digital connectivity : By clicking the dropdown to choose whether availability of digital connectivity or not

Step 6 : Physical connectivity in terms of availability of road /Transportation facility : By clicking the dropdown to choose whether the physical connectivity in terms of availability of road /Transportation facility or not

Step 7 : Is the product/service going to be offered through online or physical( shop) mode? : By clicking the dropdown to choose whether the product/service is going to be offered through online or physical( shop) mode or not

Step 8 : Once the information is entered, click on the ‘Next’ option. The information will be saved as a draft

8.4 How to Create Commercial Feasibility in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Environment Assessment’ section of the business plan appraisal

Step 2 : Environment Assessment : Category of the enterprise proposed will be auto populated based on the details entered in the OSF login

Step 3 : Once the information is entered, click on the ‘Next’ option. The information will be saved as a draft

8.5 How to Create Cost and Means of the Project in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Cost and Mean of the Project’ section of the business plan appraisal

Step 2 : Cost of the Project : The cost of the project will be auto populated based on the details entered in the OSF login

Step 3 : Mean of the Project :

Step 3.1 Total Mean of the Project : The total mean of the project will be auto populated based on the details entered in the OSF login

Step 3.2 Comments on cost and means of the project : Enter the comments on cost and means of the project

Step 4 : Once the information is entered, click on the ‘Next’ option. The information will be saved as a draft

8.6 How to Create Financial Viability in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Complete the ‘Financial Viability’ section of the business plan appraisal

Step 2 : Financial Viability :

Step 2.1 Whether the enterprise creates adequate income round the year or it is seasonal income only : Choose whether the enterprise creates adequate income round the year or it is seasonal income only

Step 2.2 Whether the enterprise’s projected Income & expenses statement shows a net profit: Choose whether the enterprise’s projected Income & expenses statement shows a net profit

Step 3 : Household Income :

Step 3.1 Household Income : The household income details will get auto populated based on the data entered in the OSF login

Step 3.2 Comments & Recommendations : Enter the comments and recommendations in the tab

Step 4 : Once the information is entered, click on the ‘Finish’ option

8.7 How to Review and Submit the Business Plan Appraisal (Loan Size : Upto 5 Lac):

Step 1: Once the information is entered in the ‘Financial Viability’ section, click on the ‘Finish’ option. The information will be saved as a draft

Step 2 : The staff can able to print the report by clicking the ‘Print’ option

Step 3 : The staff can able to download the report by clicking the ‘Download’ option

Step 4 : Review the generated business plan appraisal by BTF, if there are any changes that need to be made in any of the fields, please select the field to Edit, and update the changes and Click ‘Submit’

Step 5 : Once the data has been verified by the BTF staff officer, select -> Submit option -> A upload confirmation popup will appear on the screen

Step 6 : Once the OSF staff submitted, the popup will appear like ‘Business Plan Appraisal Submitted Successfully’

Step 7 : Once the business plan appraisal generated the application will be moved from ‘Waiting for BP Appraisal’ to ‘Recommendation’ tab

9. How to View the in the Business Plan Appraisal Report (Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Recommendations’ tab to view the business plan annexure report

Step 8 : To view the business plan appraisal by BTF, click on the ‘View’ button to view the applicant in detail

Step 8 : The staff can able to print the report by clicking the ‘Print’ option

Step 9 : The staff can able to download the report by clicking the ‘Download’ option

10. How to Continue the draft in the Business Plan Appraisal (Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : As a draft, the incomplete report information will be saved

Step 8 : Click Continue -> You will be redirected to the appropriate tab to complete the business plan

11. How to View the in the Scheduled Meeting:

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Waiting for BP Appraisal’ tab to view the list of applicant

Step 8 : Click the applicant to view the meeting scheduled details

Step 9 : Click ‘View Meeting’ to view the scheduled meeting in detail

12. How to Recommended the Loan Application by BTF (Loan Size : Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Recommendations’ tab to view the list of applicant

Step 8 : After the business plan appraisal is generated, click ‘Recommend’ if the BTF recommends the loan

Step 8.1 Name : The applicant name will get auto populated based on the previous data

Step 8.2 Activity Proposed : The proposed activity will get auto populated based on the previous data

Step 8.3 Total Cost of the Project : The total cost of the project will get auto populated based on the previous data

Step 8.4 Eligible Loan Amount : Enter the eligible loan amount

Step 8.5 Margin Money : Enter the margin money

Step 8.6 Margin Grant : The margin grant amount will get auto populated based on the previous data

Step 8.7 Remarks : Enter the remarks in the remarks tab

Step 8.8 Minutes of Meeting : Upload the minutes of meeting document in the minutes of meeting and the maximum file upload size 25 MB

Step 8.9 Scanned Copy of Business Plan Appraisal upto 5 Lakhs : Upload the minutes of meeting document in the minutes of meeting document and the maximum file upload size 25 MB

Step 9 : Once the information is entered, click on the ‘Recommend’ option and the popup will appear ‘BTF Recommend Successfully’

Step 10 : After the loan application was recommended by BTF, the status of the loan application changed from ‘BP Generated’ to ‘BTF Recommended’, and the application moved from ‘Open’ to ‘Inprogress’

13. How to View the BTF Recommended Loan Application (Loan Size : Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Inprogress’ tab under the my application the staff can view the BTF recommended applicant details

Step 7 : Select the applicant to view the application in detail

14. How to Not Recommended the Loan Application by BTF (Loan Size : Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Recommendations’ tab to view the list of applicant

Step 8 : After the business plan appraisal is generated, click ‘Not Recommend’ if the BTF not recommends the loan

Step 8.1 Name : The applicant name will get auto populated based on the previous data

Step 8.2 Activity Proposed : The proposed activity will get auto populated based on the previous data

Step 8.3 Total Cost of the Project : The total cost of the project will get auto populated based on the previous data

Step 8.4 Eligible Loan Amount : Enter the eligible loan amount

Step 8.5 Margin Money : Enter the margin money

Step 8.6 Margin Grant : The margin grant amount will get auto populated based on the previous data

Step 8.7 Remarks : Enter the remarks in the remarks tab

Step 8.8 Minutes of Meeting : Upload the minutes of meeting document in the minutes of meeting and the maximum file upload size 25 MB

Step 8.9 Scanned Copy of Business Plan Appraisal upto 5 Lakhs : Upload the minutes of meeting document in the minutes of meeting document and the maximum file upload size 25 MB

Step 9 : Once the information is entered, click on the ‘Not Recommend’ option and the popup will appear ‘BTF Not Recommended Successfully’

15. How to View the BTF Not Recommended Loan Application (Loan Size : Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Inprogress’ tab under the my application the staff can view the BTF not recommended applicant details

Step 7 : Select the applicant to view the application in detail

16. How to Hold the Loan Application by BTF (Loan Size : Upto 5 Lac):

Step 1 : Log in with their respective BTF username and password and click Login

Step 2 : After logging in to the TNRTP staff portal, select the module name

Step 3 : After selecting the MGP module, the user will be redirected to the respective home page

Step 4 : When logged in, click on the ‘MGP Application’ link on the left side menu

Step 5 : On the ‘MGP Application’ tab, click the ‘My Applications’ tab to view the list of loan applications

Step 6 : Click ‘Open’ tab under the my application the staff can view the applicant details

Step 7 : Click on the ‘Recommendations’ tab to view the list of applicant

Step 8 : After the business plan appraisal is generated, click ‘Hold’ if the BTF recommends the hold the application

Step 9 : Enter the remarks in the remarks section and click ‘Confirm’ and the popup appears like ‘BTF Recommendation is hold on Successfully’