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
Schedule of rates
Definition
Rates
Rate analysis
Usage of rate analysis
Generation of analysis statements out of estimate
Generation of utilization statements out of measurement book
Revising the rates of works SORs
Download of documents
Labour, Material, and Machinery analysis statements from estimate
Labour, Material, and Machinery analysis statements from work order in CBO application
Labour, Material, and Machinery utilization statements from measurement book
Functional Details
Actors
State Users
ULB Users
Feature - Role Mapping
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 -
Search for the relevant SOR and open it to view the details.
Select the Add Rate Analysis option from Take Action - this will open the add rate analysis form with the following attributes:
Attributes
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.
SOR Type
SOR Sub Type
SOR Variant
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
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
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.
