SORtoolsSOR Checker · spec builder & quote checker

Version 8
Pick codes per room; prices and rules update as you go.
SOR codeDescription (click to expand)ElementUnit QtyBase rateClaimed rateTotalInc VAT v7.2v8ΔRules
CodeShort descriptionElementUnitv7.2 £v8 £ΔFlags
Contract-specific rules. Record anything your contract has agreed that differs from the standard schedule, the preambles or this app's checks, for example items your client will not pay, combinations that are allowed, quantity limits or agreed rates. Every rule here is applied in the analysis and shown as a contract citation with your reference. Export the rules to send them, or import a file you have been sent.

Contract details

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Rules on file (0)
OnRuleReferenceExplanation

How it works

Version-driven pricing. The version selector decides which schedule every code is looked up in. Description, unit and base rate come from the selected version. The v7.2 and v8 columns always show both rates so you can see the movement between versions.

Line total = base rate × (1 + uplift %) × chargeable quantity. Inc VAT = total × 1.2. The major void discount applies once the schedule total reaches the threshold (default £10,000). Chargeable quantity follows the measurement rule: an LM, SM or CM quantity under 1 is charged as 1. The line shows when this applies.

Special lines. MOV (£75) and OOH (£175) are set up as stand-alone charges that cannot be combined with other SOR items. Ad Hoc and daywork lines take a manual description and rate. Daywork codes 199999, 299999, 699999, 799999, 899999 and 099999 are recognised as daywork. The uplift is not applied to special lines.

Rules check. Every change re-runs the rules engine. Findings are graded:

  • CONFLICTthe combination breaks a written rule. Remove or replace a line.
  • CHECKlikely duplication or a condition to evidence. Confirm before approval.
  • INFOan evidence or instruction requirement to hold on file.

Citations. Each finding shows the rule it rests on, the source words and a plain-English meaning. Each citation is tagged by kind:

  • verbatimexact words from the SOR item's long description, the M3NHF General Rules, Price Framework, Measurement Rules or Preambles, or the M3 / Rand v8 training material.
  • dataa fact read from the schedule data (e.g. the code is not in v7.2).
  • inferredreasoning from the SOR descriptions on the quote, labelled so you can judge it.
  • settinga contract setting in this app (e.g. MOV and OOH are stand-alone). Change it if your contract differs.

The preambles are applied to v7.2 and v8 alike. Means of access follows the version selected.

Contract rules. Use the Contract rules tab to record anything your contract has agreed outside the standard rules: items not payable, items that cannot be claimed together, combinations that are allowed, maximum quantities, agreed rates, evidence requirements, standard checks switched off, and MOV/OOH charges. They are applied in every analysis and cited as contract with your reference. Findings not raised because of a contract rule are listed under the rules check. Contract rules can be exported and sent as a file.

Potential savings. Conflicts give a likely saving (the line or excess the rule says is not payable). Checks give a possible saving that depends on the evidence. Each line is counted once, at its largest saving. Savings are before VAT and before any major void discount.

Check a quote. Switch to Check a quote, paste the contractor's lines (code, qty, claimed rate), and the tool reprices them at schedule plus uplift and flags any over-rate claims. Draft query writes a contractor query listing each conflict and check with its citation.

Use and licensing. The M3NHF Schedule of Rates and its preambles are copyright publications of M3 Housing Ltd / Rand Associates. Use this tool only under a current M3NHF licence. The checks support professional judgement and do not replace it: CHECK findings need a person to look at the evidence. The Client Representative has the final say on which codes value an order (General Rule 010).
SORtools · Independent Schedule of Rates assurance. Findings are indicative and for client verification; they are not determinations of liability. Schedule content is supplied only to accounts licensed for it and is held in memory for the session. SORtools is not affiliated with or endorsed by M3 Housing or the National Housing Federation. M3NHF is a trademark of its owners.