SOR Rate Analysis

Rate Analysis: Understanding and Application

Introduction

Rate analysis in Public Works Departments (PWD) involves the examination and calculation of rates for various construction activities or works. It is a systematic process carried out to determine the cost of executing a particular work item per unit quantity. Rate analysis typically involves breaking down the cost components associated with a construction activity, including materials, labor, machinery, contractor's profit, overhead costs, and miscellaneous expenses.

The purpose of rate analysis in PWD is to establish fair and accurate rates for different items of work, which helps in estimating the overall cost of a construction project. These rates are often based on prevailing market prices, standard specifications, and historical data. Rate analysis is crucial for budgeting, tendering, and ensuring transparency and accountability in construction projects undertaken by the Public Works Departments.

Scope

1. Schedule of rates

   1. Definition

   2. Rates

   3. Rate analysis

2. Usage of rate analysis

   1. Generation of analysis statements out of estimate

   2. Generation of utilization statements out of measurement book

   3. Revising the rates of works SORs

3. Download of documents

   1. Labour, Material, and Machinery analysis statements from estimate

   2. Labour, Material, and Machinery analysis statements from work order in CBO application

   3. Labour, Material, and Machinery utilization statements from measurement book

Functional Details

Actors

1. State Users

2. ULB Users

Feature - Role Mapping

Users/Features	State Users	ULB Users
Add Rate Analysis	Yes	No
Edit Rate Analysis	Yes	No
View Rate Analysis	Yes	Yes
Revise Rate	No	Yes

Add Rate Analysis

It enables the user to add rate analysis for a Works SOR.

To add the rate analysis -

1. Search for the relevant SOR and open it to view the details.

2. Select the Add Rate Analysis option from Take Action - this will open the add rate analysis form with the following attributes:

Attributes

#	Field Name	Is Mandatory	Description
1	SOR Code	Display	It is system generated unique code to identify the SOR uniquely.
2	SOR Type	Display	SOR Type, Works only.
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	Unit of measurement.
6	Quantity for which rate is defined	Display	The quantity for which SOR rate is defined.
7	SOR Description	Display	SOR description.
8	Status	Display	Active/ Inactive.
	Rate Analysis
9	Effective From	Date	The effective date from which the added rate analysis will become effective.
10	Quantity for which analysis is defined	Numeric	The quantity for which rate analysis is defined.
11	Material	Section
11.1	Code	Display	Unique code defined for the material item.
11.2	Name	Search	Name of the material item.
11.3	Unit	Display	Unit of measurement on which item is measured.
11.4	Basic Rate	Display	Rate of item defined for a unit
11.5	Quantity	Numeric	Quantity of the item defined for the given SOR.
11.6	Amount	Display	The total amount for item arrive from Quantity * Rate.
11.7	Total	Display	Total of all the items added under material.
12	Labour	Section
12.1	Code	Display	Unique code defined for the labor item.
12.2	Name	Search	Name of the labor item.
12.3	Unit	Display	Unit of measurement on which item is measured. Mostly Nos.
12.4	Basic Rate	Display	Rate of item defined for a unit.
12.5	Quantity	Numeric	Quantity of the item defined for the given SOR.
12.6	Amount	Display	The total amount for item arrive from Quantity * Rate.
12.7	Total	Display	Total of all the items added under labor.
13	Machinery	Section
13.1	Code	Display	Unique code defined for the machinery item.
13.2	Name	Search	Name of the machinery item.
13.3	Unit	Display	Unit of measurement on which item is measured.
13.4	Basic Rate	Display	Rate of item defined for a unit
13.5	Quantity	Numeric	Quantity of the item defined for the given SOR.
13.6	Amount	Display	The total amount for item arrive from Quantity * Rate.
13.7	Total	Display	Total of all the items added under machinery.
14	Extra Charges
14.1	Description	Text	Extra charge description
14.2	Applicable On	Drop down	The name of the component on which additional amount to be added.
14.3	Calculation Type	Drop-down	Fixed/ Percentage.
14.4	Figure	Numeric	The figure for fixed or percentage calculation type.
14.5	Amount	Display	The calculated value, Basic Rate * Figure, or user entered fixed value.
15	Basic Rate/ RAQ UOM	Display	This is the rate for the base variant for the quantity defined.
16	Basic Rate/ SORQ UOM	Display	This is the rate for base variant in case variant per unit quantity.

Screen Mock-ups

Search Rate Analysis

Search SOR is used to search a SOR and view the rate analysis associated with it.

Attributes

A SOR is searched to view the SOR details and rate analysis details. The revision of rates can also be scheduled. The search parameters are given below.

1. SOR Type

2. SOR Sub Type

3. SOR Variant

4. SOR Code

Screen Mock-ups

View Rate Analysis

View rate analysis enables the user to view the details of rate analysis for a SOR.

Attributes

#	Field Name	Description
1	SOR Code	Unique code generated for a SOR.
2	SOR Type	SOR type name.
3	SOR Sub Type	SOR sub type name as defined in the SOR master.
4	SOR Variant	Variant name as defined in variant master.
5	Unit of Measurement	Unit of measurement.
6	Rate Defined for Quantity	The quantity for which rate analysis is defined.
7	SOR Description	SOR description.
8	Status	Active/ Inactive
	Analysis
9	Effective From	Display the date when it was last modified.
10	Analysis Defined for Quantity	The quantity for which rate analysis is defined.
11	Labour
11.1	Code	Unique code defined for the labor item.
11.2	Name	Name of the labor item.
11.3	unit	Unit of measurement on which item is measured. Mostly Nos.
11.4	Basic Rate	Rate of item defined for a unit.
11.5	Quantity	Quantity of the item defined for the given SOR.
11.6	Amount	The total amount for item arrive from Quantity * Rate.
11.7	Total	Total of all the items added under labor.
12	Material
12.1	Code	Unique code defined for the material item.
12.2	Name	Name of the material item.
12.3	Unit	Unit of measurement on which item is measured.
12.4	Basic Rate	Rate of item defined for a unit
12.5	Quantity	Quantity of the item defined for the given SOR.
12.6	Amount	The total amount for item arrive from Quantity * Rate.
12.7	Total	Total of all the items added under material.
13	Machinery
13.1	Code	Unique code defined for the machinery item.
13.2	Name	Name of the machinery item.
13.3	Unit	Unit of measurement on which item is measured.
13.4	Basic Rate	Rate of item defined for a unit
13.5	Quantity	Quantity of the item defined for the given SOR.
13.6	Amount	The total amount for item arrive from Quantity * Rate.
13.7	Total	Total of all the items added under machinery.
14	Royalty
14.1	Code	Unique code defined for the material item.
14.2	Name	Name of the material item.
14.3	Unit	Unit of measurement on which item is measured.
14.4	Royalty Rate	Rate of item defined for a unit
14.5	Quantity	Quantity of the item defined for the given SOR.
14.6	Amount	The total amount for item arrive from Quantity * Rate.
14.7	Total	Total of all the items added under material.
15	Conveyance
15.1	Code	Unique code defined for the material item.
15.2	Name	Name of the material item.
15.3	Unit	Unit of measurement on which item is measured.
15.4	Conveyance Rate	Rate of item defined for a unit
15.5	Quantity	Quantity of the item defined for the given SOR.
15.6	Amount	The total amount for item arrive from Quantity * Rate.
15.7	Total	Total of all the items added under material.
16	DMF	District Mineral Fund
16.1	Code	Unique code defined for the material item.
16.2	Name	Name of the material item.
16.3	Unit	Unit of measurement on which item is measured.
16.4	DMF Rate	Rate of item defined for a unit
16.5	Quantity	Quantity of the item defined for the given SOR.
16.6	Amount	The total amount for item arrive from Quantity * Rate.
16.7	Total	Total of all the items added under material.
17	EMF	Environment Management Fund
17.1	Code	Unique code defined for the material item.
17.2	Name	Name of the material item.
17.3	Unit	Unit of measurement on which item is measured.
17.4	EMF Rate	Rate of item defined for a unit
17.5	Quantity	Quantity of the item defined for the given SOR.
17.6	Amount	The total amount for item arrive from Quantity * Rate.
17.7	Total	Total of all the items added under material.
18	Additional Charges
18.1	Code	Unique code defined for the material item.
18.2	Name	Name of the material item.
18.3	Unit	Unit of measurement on which item is measured.
18.4	EMF Rate	Rate of item defined for a unit
18.5	Quantity	Quantity of the item defined for the given SOR.
18.6	Amount	The total amount for item arrive from Quantity * Rate.
18.7	Total	Total of all the items added under material.
19	Extra Charges	It is applicable only for variants other than Basic Variant.
13.1	Description	Variant description
13.2	Applicable On	Heads/ Components, like Labour Basic Rate, Material Basic Rate etc.
13.3	Calculation Type	Fixed/ Percentage.
13.4	Figure	The figure for fixed or percentage calculation type.
13.5	Amount	Calculated extra amount on top of base variant.
13.6	Total	Total of all the items added under variants.
20	Labour Cess	It is calculated on the sum of all above components.
21	Rate/ Qty UOM	This is the rate calculated for the quantity rate analysis defined.
22	Rate/ UOM	This is the rate calculated as per latest rates per unit quantity.
23	Existing Rate/ UOM	Thus is SORs existing rate.
24	Take Actions	Edit Rate Analysis Add Rate Analysis Revise Rate

Screen Mock-ups

Edit Rate Analysis

Edit rate analysis allows the user to modify the existing rate analysis, on modification the existing rate analysis is marked inactive while the new rate analysis is added and made effective from the same date and time for which the existing rate analysis was effective.

Revision of Rates

The rates of works SORs are revised when the rates of SORs of type Material, Labour, and Machinery are revised. The rates for works SORs are to be revised by scheduling a job in the system. The user at the ULB takes a call to revise the rate and accordingly schedule it in the system.

Scheduling a JOB

View Scheduled Jobs

It allows the users to search, view and track the status of the JOBs scheduled for revising rate.

Analysis Statements

The analysis of estimates is done to know the breakup of the labour, material and machinery at the item and cost level. Once an estimate detail is saved, analysis statements can be generated. Action to generate analysis is provided from the Edit/ View Estimate page, once generated the same can be downloaded from the edit/view screen using the download option in PDF format.

The analysis of material out of the estimate prepared is the process of identifying the quantity of material which is required to accomplish the work. It generates a statement for material to be procured and then handed over to CBO along with the work order.

Attributes

#	Field Name	Description
1	SOR Description	SOR item from the estimate.
1.1	Code	The item code from the lead charges
1.2	Name	The item name from the lead charges
1.3	Unit	The unit of measurement
1.4	Rate	Rate per unit
1.5	Quantity	Total quantity required for the given SOR item.
1.6	Amount	Amount calculated rate*quantity.
1.7	Total	Total of all the material required for a given SOR item.
2	Grand Total	Total of all the material required.
		Material Wise Consolidation
1	Code	The item code from the lead charges
2	Name	The item name from the lead charges
3	Unit	The unit of measurement
4	Rate	Rate per unit
5	Quantity	Total quantity required.
6	Amount	Amount calculated rate*quantity.
7	Total	Total of all the material required.

Screen Mock-ups

Utilization Statements

Utilization statements are generated out of the measurement book and are used to validate the Muster Roll and Purchase Bill.

Material Utilization

Using the rate analysis the material utilization statement is created for the consumed quantity of SOR items in the measurement book and a statement in the same format as the material analysis statement is created. The cost of material utilized here is used to validate the purchase bill created for payment now.

Labour Utilization

Using the rate analysis the labour utilization statement is created for the consumed quantity of SOR items in the measurement book and a statement in the same format as the labour analysis statement is created. The cost of labour utilized here is used to validate the muster roll created for the period.

Machinery Utilization

Using the rate analysis the machinery utilization statement is created for the consumed quantity of SOR items in the measurement book and a statement in the same format as the machinery analysis statement is created. The cost of machinery utilized here is used to validate the purchase bill created for the period.

Analysis Statements Download

The option to download the estimate analysis statements is to be enabled in the view work order screen for both CBO and Employee.

Same way labour and machinery analysis statement PDFs are also generated and allowed to be downloaded.