Product Requirements Document v2.0

Introduction

Mukhyamantri Karma Tatpara Abhiyan Yojana ( MUKTA Yojana) is a government scheme and This scheme is helpful for the poor urban people, which leads to the rising of the employment rate of the state. This document is prepared to detail out the specification MUKTASoft v2.0.

MUKTASoft aims to improve the overall scheme efficiency of MUKTA by identifying & providing equal job opportunities to the urban poor, construct environment-friendly projects, develop local communities and slums & plan better for upcoming years.

Purpose

The purpose of this document is to give a detailed description of the requirements for the MUKTASoft v2.0. It will illustrate the purpose and complete declaration for the development of the system. It will also explain system constraints, interface and interactions with other external applications. This document is primarily intended to define the scope of the version v2.0 and propose to the stakeholders for its approval and as a reference for developing the next version of the system for the development team.

Definitions, Acronyms & Abbreviations

JE	Junior Engineer
ME	Municipal Engineer
EO	Executive Officer
MC	Municipal Corporation
DDO	Drawing and Disbursing Officer
SOR	Schedule of Rates
WO	Work Order
PO	Purchase Order
MB	Measurement Book

Source of Information

1. MUKTA FRS

2. Field Visit to Dhenkanal and Jatni ULBs [21st & 22nd June 2023]

In Scope

1. Schedule of Rates

   1. Material

   2. Machinery

   3. Labour

   4. Works (Includes Material, Machinery, Labour)

2. Detailed Estimate

3. Revise Estimate

4. Detailed Measurement Book

5. Muster roll and purchase bill validations

Scope of v2.1, v2.2, v2.3, v2.4 and v2.5

1. Rate Analysis

2. Estimate Template

3. Analysis Statements

   1. Labour Analysis

   2. Material Analysis

   3. Machinery Analysis

4. Cancel Work Order

5. Utilization Statements

   1. Labour Utilization Statement (Quantity of Work Completed)

   2. Material Utilization Statement

   3. Machinery Utilization Statement

6. Project Closure

7. Dashboard Enhancements

Functional Details

Actors

Users/Features	State	ULB
Create SOR	Yes	No
Search SOR	Yes	Yes
View SOR	Yes	Yes
Modify SOR	Yes	No
Add/Modify Rate	No	Yes

Schedule of Rates

The basic rate of material, labour, and machinery is decided by the state public works department which would be the same for a group of ULBs and then the final cost of SORs would vary from ULB to ULB based on the Conveyance and Royalty Charges applicable for the ULB.

Units of Measurement

1. CUM - Cubic Meter

2. QNTL - Quintal

3. MT - Metric Ton

4. NOs - Numbers

5. KG - Kilogram

6. LTR - Liter

7. SQM - Square Meter

8. HOUR - Hour

9. MTR - Meter

10. KL - Kilo Liter

SOR Heads

1. Material Basic Rate

2. Labour Basic Rate

3. Machinery Basic Rate

4. Exploration Mineral Fund

5. District Mineral Fund

6. Conveyance

7. Royalty

8. Labour Cess

SOR Type

There are a total of 4 types of SOR.

S.No.	Code	Type
1	M	Material
2	L	Labour
3	E	Machinery
4	W	Works

SOR Sub Type

The SOR of type works are grouped into various sub-types as given below.

S.No.	Code	Sub Type
1	EW	EARTH WORK
2	CC	CEMENT CONCRETE
3	RC	RCC WORK
4	MB	MASONRY BRICK WORK
5	MS	MASONRY STONE WORK
6	PL	PLASTERING
7	WC	WHITE & COLOUR WASHING
8	FL	FLOORING
9	PA	PAINTING
10	RD	ROAD WORK
11	WD	WOOD WORK
12	RF	ROOFING
13	DI	DISMANTLING
14	PB	PAVER BLOCK
15	SC	SITE CLEARANCE
16	PF	PILE FOUNDATION
17	IW	IRON WORK
18	BI	OTHER BUILDING ITEMS

SOR Variants

S.No.	Code	Description
1	FN	Excavation in Foundation
2	GF	Ground Floor
3	SF	Second Floor
4	TF	Third Floor
5	PL	Foundation and Plinth
6	SG	Super Structure (GF)
7	SS	Super Structure (SF)
8	ST	Super Structure (TF)
9	BS	Basic

Schedule of Rates

The scheduled items for which the works department publishes the rates are known as the schedule of rates. There are mainly 4 types of items for which schedules of rates are published.

1. Material - These are the material items which are required to accomplish a work.

2. Labour - The skilled and unskilled labourers who are required to accomplish the work.

3. Machinery - These are the equipment which are required to accomplish the work.

4. Works - The composition of material, labour, and machinery together form a building block for a work.

Create

In MUKTA only a limited set of SORs are being used to estimate a work and initially, only the relevant SOR items are created. The option to create an SOR is provided to help the user take any missing or new SOR into the system as and when needed.

Attributes

S.No.	Attribute Name	Is Mandatory?	Description
1	SOR Type	Yes	Material, Labour, Machinery, Works.
2	SOR Sub Type	Yes	Applicable for SOR type Works only.
3	SOR Variant	No	Applicable for SOR type Works only.
4	Unit of Measurement	Yes	Unit of measurement for the item.
5	Rate Defined for Quantity	Yes	Quantity of items for which basic rate is defined.
6	Description	Yes	Name of item as per the standard definition of OPWD
	Rate Details	Optional
7	Effective From	Yes	The date given rate will become effective, it can be a past and future date.
	Heads	Grid	To select a head whichever is applicable.
8	Basic Rate	Yes	The basic rate of the item defined by the OPWD
9	Conveyance	No	The conveyance charges applicable based on the distance item is carried.
10	Royalty	No	The royalty amount on the items as per the state mining department.
11	Labour Cess	No	It is applicable for works items only and calculated on Basic + Conveyance + Royalty.
12	Rate	Display	A calculated value.

Mockups

Search SOR

Search SOR provides the option to the user to search an SOR to see the details and modify it to bring the new rates into effect from a well-defined effective date.

Search Criteria

S.No.	Field Name	Data Type	Description
1	SOR Code	Text	It is system system-generated unique code to identify the SOR uniquely
2	SOR Type	Drop-down	SOR types, the values from SOR Type Master.
3	SOR Sub Type	Drop-down	SOR subtypes, the values from SOR Sub Type Master
4	SOR Variant	Drop-down	SOR variants, the values from Variant master
5	Status	Drop-down	Active/ Inactive
6	Effective From	Date	The rate effective from date
7	Effective To	Date	The rate effective from date

Search Result

The search result always displays the currently effective rates unless the search is for a different effective period.

S.No.	Field Name	Description
1	SOR Code	It is system generated unique code to identify the SOR uniquely.
2	SOR Description	It is the description of SOR to describe the SOR.
3	SOR Type	SOR types, the values from SOR Type Master.
4	SOR Sub Type	SOR sub types, the values from SOR Sub Type Master.
5	Status	The status of SOR, Active/ Inactive.
6	Rate	The current effective rate of the SOR.

Mock-ups

View SOR

It enables users to display the details of a SOR and then take the required action from there. E.g. Create Rate Analysis, View Rate Analysis, Modify SOR.

Attributes

S.No.	Field Name	Description
1	SOR Code	It is system generated unique code to identify the SOR uniquely.
2	SOR Type	SOR types, the values from SOR Type Master.
3	SOR Sub Type	SOR sub types, the values from SOR Sub Type Master.
4	SOR Variant	SOR variant, the values from the SOR Variant Master.
5	Unit of Measurement	The unit of measurement.
6	Rate Defined for Quantity	The quantity of SOR for which rate is provided.
7	SOR Description	It is the description of SOR to describe the SOR.
8	Status	The status of SOR Active/ Inactive. Active means active for usage.
	Rate	The rate section of SOR.
9	Effective From	The date from which the rate is effective.
	Heads
10	Basic Rate	Basic rate of the SOR, provided by the state PWD.
11	Conveyance	Conveyance cost defined for the unit of quantity given in SOR.
12	Royalty	Royalty defined for the unit of quantity given in SOR.
13	Labour Cess	The amount of labour cess
14	Total Rate	The final rate of SOR.
	Rate History	History of rates which were effective in the past.
15	Serial No.	Serial number of the record.
16	Effective From	The rate effective from date.
17	Rate	The net effective rate.
18	View Details	Button to view the break-up of rate.
19	Actions	Modify SOR/ Add Rate - Applicable to all types of SOR. Create Rate Analysis - Applicable to Works type of SOR. View Rate Analysis - Applicable to Works type of SOR.

Mockups

Modify SOR

Modifying SOR enables the user to make the necessary corrections in the details and add the new rate effective from a future date.

Attributes

S.No.	Field Name	Data Type	Description
1	SOR Code	Display	It is system generated unique code to identify the SOR uniquely.
2	SOR Type	Display	SOR types, the values from SOR Type Master.
3	SOR Sub Type	Display	SOR sub types, the values from SOR Sub Type Master.
4	SOR Variant	Display	SOR variant, the values from the SOR Variant Master.
5	Unit of Measurement	Display	The unit of measurement.
6	Defined for Quantity	Display	The quantity of SOR for which rate is provided.
7	SOR Description	Text	It is the description of SOR to describe the SOR.
8	Status	Drop-down	The status of SOR Active/ Inactive.

Mockups

The screen to modify SOR is almost the same as creating SOR with the limitation mentioned in the above table.

Add/ Modify Rate

Add Rate enables the user to add the new rate effective from a future date.

Attributes

S.No.	Field Name	Data Type	Description
1	SOR Code	Display	It is system generated unique code to identify the SOR uniquely.
2	SOR Type	Display	SOR types, the values from SOR Type Master.
3	SOR Sub Type	Display	SOR sub types, the values from SOR Sub Type Master.
4	SOR Variant	Display	SOR variant, the values from the SOR Variant Master.
5	Unit of Measurement	Display	The unit of measurement.
6	Defined for Quantity	Display	The quantity of SOR for which rate is provided.
7	SOR Description	Display	It is the description of SOR to describe the SOR.
8	Status	Display	The status of SOR Active/ Inactive.
	Rate Details
9	Effective From	Date	The date from which the rate is effective. A future date.
	Heads	Grid	It will enable the user to select and add a head applicable.
10	Basic Rate	Text	Basic rate of the SOR, provided by the state PWD.
11	Conveyance	Text	Conveyance cost defined for the unit of quantity given in SOR.
12	Royalty	Text	Royalty defined for the unit of quantity given in SOR.
13	Labour Cess	Display	The amount of labour cess, non editable.
14	Total Rate	Display	The final rate of SOR.

Mockups

The screen to modify SOR is almost the same as creating SOR with the limitation mentioned in the above table.

Detailed Estimate

Following administrative approval of the pre-estimation, a comprehensive detailed estimate is meticulously crafted. This detailed breakdown categorizes the estimate into Schedule of Rates (SOR), Non-SOR, and Other Expenses, with individual quantities calculated through precise measurements for each activity. The detailed estimate provides a heightened level of accuracy in forecasting costs, materials, labor, and machinery necessary for project completion. Moreover, it serves as a crucial tool for tendering and contracting purposes.

Create Estimate

The 'Create Estimate' feature empowers users to generate a comprehensive estimate by utilizing measurements gathered on-site. This functionality includes convenient options such as searching for pre-existing templates and adding Schedule of Rates (SOR) through a dedicated SOR search interface directly on the create estimate page.

Search SOR

1. SOR Type - Drop-down to select a value for SOR type.

2. SOR Sub Type - Drop-down to select a value for the SOR sub type.

3. SOR Variant - Drop-down to select a value.

4. SOR - Drop-down with incremental/ fuzzy search on code/ description.

Plus Measurements

These are the measurements which are added to the measurement to calculate the quantity of a particular SOR.

Minus Measurements

These are the measurements which are subtracted from the measurement to calculate the quantity of a particular SOR.

Attributes

S.No.	Field Name	Data Type	Is Mandatory?	Description
1	Estimate Type	Display	Yes	Estimate type, Original/ Revised.
2	Project ID	Display	Yes	Project ID
3	Project Sanction Date	Display	Yes	Project sanction date
4	Project Name	Display	Yes	Project name
5	Project Description	Display	Yes	Project description
	Search SOR - It provides the option to search a SOR and add to the estimate.
	SORs
1	Code	Display	Yes	SOR code, unique identifier for each SOR.
2	SOR Description	Display	Yes	SOR description from the SOR master for the selected SOR.
3	Unit	Display	Yes	Unit of measurement
4	Rate	Display	Yes	The rate defined and effective currently.
5	Quantity	Display	Yes	Calculated value out of measurements.
6	Amount	Display	Yes	Calculated value and equal to Qty*Amount.
	Measurements
1.1	Sr. No.	Display	Auto	Measurement serial number.
1.2	Type	Drop-down	Yes	Plus/ Minus measurements.
1.3	Name	Text	Yes	The name of the measurement.
1.4	Number (Nos)	Numeric (6,2)	Yes	No. of items.
1.5	Length (L)	Numeric (6,2)	Yes	Length measured
1.6	Breadth (B)	Numeric (6,2)	Yes	Width measured
1.7	Height/ Depth	Numeric (6,2)	Yes	Depth measured
1.8	Quantity	Display	Yes	Qty = N* L*B*D;
1.9	Total	Display	Yes	Grid total for the quantities of measurements
	Analysis
1	Material Cost	Display	Yes	Cost of material out of SORs.
2	Labour Cost	Display	Yes	Cost of labours out of SORs.
3	Machinery Cost	Display	Yes	Cost of machinery out of SORs.
	Action
1	Save	Button	Yes	Save the estimate as a draft.
2	Generate Analysis	Button	Yes	Generates the analysis and populates the figures.
3	Submit	Button	Yes	Submit the estimate for verification.

Mockups

Workflow

One additional step to be added in the existing estimate workflow to save the estimate as a draft with the creator of the estimate is incorporated.

#	Action	Role	From State	To State	Status
1	Save as Draft	Estimate Creator		Saved as draft	Drafted
2	Submit	Estimate Creator	Saved as draft	Pending for verification	Submitted
3	Verify and Forward	Estimate Verifier	Pending for verification	Pending for technical sanction	Verified
4	Technical Sanction	Technical Sanctioner	Pending for technical sanction	Pending for approval	Technically Sanctioned
5	Send Back	Estimate Verifier	Pending for verification	Pending for correction	Sent Back
6	Send Back	Technical Sanctioner	Pending for technical sanction	Pending for verification	Sent Back
7	Send Back	Estimate Approver	Pending for approval	Pending for technical sanction	Sent Back
8	Send Back To Originator	<roles having access>	<Current Status>	Pending for correction	Sent Back
9	Edit/ Re-submit	Estimate Creator	Pending for correction	Pending for verification	Re-submitted
10	Approve	Estimate Approver	Pending for approval	Approved	Approved
11	Reject	<any roles having access>	<Current Status>	Rejected	Rejected

Revise Estimate

When the amount of work exceeds up to 10% more from originally estimated amount either due to rates being found insufficient or due to some other reasons, a revised estimate is prepared.

1. A comparative statement is attached on the last page. It includes reasons for increase in cost in case of each item.

2. The revised estimate should show the variation of each item of work, its quantity, rate and cost under original and revised.

Once a revised estimate is created, both the estimates can be searched and viewed for details. The original estimate will remain unchanged and reflects the original items and its measurements.

Create

It empowers users to modify measurements for existing Schedule of Rates (SOR) and Non-SOR items, consequently adjusting quantities. Additionally, users can seamlessly incorporate new SOR or Non-SOR items into the estimate. These changes collectively result in the creation of a revised estimate, which undergoes a subsequent approval process."

Workflow

A revised estimate follows the same workflow steps of the original estimate and on approval the changes come into effect.

Search

The same search estimate feature is used to search an revised estimate. Hence there is no change in the search screen.

View

It enables users to view the details of the revised estimate. The view screen is the same as the original estimate screen.

Deviation Statement

A deviation statement is generated for each revised estimate in the PDF form. It is generated with a comparison of the original estimate. The format of the deviation statement is given below.

Attribute

Sr. No.	Field Name	Description
1	SOR Code	SOR Code.
2	SOR Description	SOR item from the estimate.
3	Unit	The unit of measurement
4	Rate	Rate per unit
5	Quantity (Original)	Total quantity required for the given SOR item.
6	Amount (Original)	Amount calculated rate*quantity.
7	Quantity (Revised)	Total quantity required for the given SOR item.
8	Amount (Revised)	Amount calculated rate*quantity.
9	Deviation	Deviation, Less/ Excess/ Nil
10	Total	Total of Amounts for both original and revised.

Mockups

Measurement Book

The measurement book is the most important record. It is the basis of all accounts of quantities of work done, and purchase made and it must contain such a complete record of facts as to be conclusive evidence in the court of law.

It is the basis of all accounts of quantities whether of works done by Contractors or by labourers employed departmentally, or materials received. It is so written the transactions are readily traceable.

MB Recording

All the measurements for the work completed are measured and recorded in the measurement book against each and every BOQ provided in the estimate. Once the complete quantity of the item mentioned in the estimate is consumed in MB the item is considered completed.

MB Process Flow

Create MB

It enables users to capture the measurement of the completed works item (SOR/ Non-SOR) and create a record which becomes the basis of payment for the wage seekers, suppliers and supervisors (CBOs).

Attributes

S.No.	Field Name	Data Type	Is Mandatory?	Description
1	Work order number	Display	NA	Work order number
2	Project ID	Display	NA	Project ID
3	Project sanction date	Display	NA	Project sanction date
4	Project Location	Display	NA	Project location
5	Project Name	Display	NA	Project name
6	Project Description	Display	NA	Project description
7	View MB History	Link	NA	To show the measurement history in the format given below.
	Measurement History
1	Sr. No	Display	NA	Serial number
2	MB Reference Number	Display	NA	Measurement reference number
3	MB Date	Display	NA	Measurement date
4	MB Period	Display	NA	Measurement period
5	MB Amount	Display	NA	Measurement amount
6	Status	Display	NA	Status of the measurement.
	Measurement Period - It has to be the same as muster roll period.
1	From Date	Date	Yes	Muster roll start date.
2	To Date	Date	Yes	Muster roll end date.
	SORs
1	Category	Display	Yes	SOR Sub type
2	Code	Display	Yes	SOR Code
3	SOR Description	Display	Yes	SOR description from the SOR master for the selected SOR.
4	Unit	Display	Yes	Unit of measurement
5	Rate	Display	Yes	Rate per unit
6	Quantity	Display	Yes	Quantity calculated from measurement captured.
7	Amount	Display	Yes	Calculated from Rate*Quantity.
	Measurements
1.1	Sr. No.	Display	Auto	Serial number of measurement
1.2	Type	Display	Auto	Plus/ Minus from estimate.
1.3	Name	Display	Auto	The name of the measurement from the estimate.
1.4	Number (Nos)	Numeric (6,2)	Yes	No. of items if the unit of measurement is number.
1.5	Length (L)	Numeric (6,2)	Yes	Length measured for completed work.
1.6	Breadth (B)	Numeric (6,2)	Yes	Width measured for completed work.
1.7	Height/ Depth (D)	Numeric (6,2)	Yes	Depth measured for completed work, allowed up-to 2 decimal places.
1.8	Quantity	Display	Yes	Qty = N*L*B*D; rounded up-to 2 decimal places.
1.9	Total	Display	Yes	Grid total for the quantities of measurements, rounded up-to 2 decimal places.
	Non SORs - The above is repeated for Non SORs also.
	View Utilization Statements - A link to view the utilization statements in HTML view.
	Worksite Photos	Tab
7	Worksite Photo	Upload File	Yes	5 photos JPG and PNG images are supported.
	Actions
1	Save as Draft	Button	Yes	Action to save the measurement record as draft.
2	Generate Utilization	Button	Yes	Action to generate measurement statements out of measurements taken.
3	Submit	Button	Yes	Action to submit the measurement book for verification

Mockups

Workflow

The table below illustrates the steps of workflow followed to approve the revised work order.

#	Action	Role	From State	To State	Status
1	Save	MB Creator		Drafted	Drafted
2	Submit	MB Creator	Drafted	Pending for verification	Submitted
3	Verify and Forward	MB Verifier	Pending for verification	Pending for approval	Verified
4	Send Back	MB Verifier	Pending for verification	Pending for correction	Sent Back
5	Send Back	MB Approver	Pending for approval	Pending for verification	Sent Back
6	Send Back To Originator	<any roles having access of action>	<Current Status>	Pending for correction	Sent Back
7	Edit/ Re-submit	MB Creator	Pending for correction	Pending for verification	Re-submitted
8	Approve	MB Approver	Pending for approval	Approved	Approved
9	Reject	<any roles having access>	<Current Status>	Rejected	Rejected

Search MB

It enables users to search and MB recordings which are captured for a period and then sent for verification/ approval.

Search Criteria

S.No.	Field Name	Data Type	Description
1	Ward	Drop-down	Ward name from the configured data.
2	Project Name	Text	Project name
3	MB Number	Text	MB number
4	MB Reference Number	Text	MB reference number
5	Status	Drop-down	Active/ Inactive.
6	Created From	Date	MB created date
7	Created To	Date	MB created date

Search Result

S.No.	Field Name	Description
1	MB Reference Number	MB reference number.
2	MB Number	MB number
3	Project Name	Project name
4	CBO Name	Name of CBO to whom work order is awarded.
5	Status	Status of MB.
6	MB Amount	MB amount.

Mockups

View MB

It enables the users to view the details and workflow status of the measurement book.

Attributes

View measurement book displays all the details related to it as given below.

1. MB Reference Number

2. MB Number

3. Work Order Number

4. Project ID

5. Project Sanction Date

6. Project Location

7. Project Name

8. Project Description

9. Measurement History

   1. Sr. No

   2. MB Reference Number

   3. MB Date

   4. MB Period

   5. MB Amount

   6. Status

10. Measurement Period

    1. From Date

    2. To Date

11. SORs/ Non SORs

    1. SOR Category

    2. SOR Code

    3. SOR Description

    4. Unit

    5. Rate

    6. Quantity

    7. Amount

    8. Measurements

       1. Sr. No.

       2. Type

       3. Name

       4. Number (No)

       5. Length (L)

       6. Breadth (B)

       7. Height/ Depth (D)

       8. Quantity

       9. Total

12. Utilization

    1. Material Utilized(₹)

    2. Labour Utilized (₹)

    3. Machinery Utilized (₹)

13. Workflow Timelines

Mockups