ActionSoft Tool for Scheme Implementation & Monitoring

Objective Facilitates Decentralized Reporting of Progress of works in Local Language by ◦ Facilitating the rural and urban plan units to report the physical and financial progress of works ◦ Working in collaboration with PlanPlus ◦ Capturing the work execution flow ◦ Converging and keeping track of the flow of funds from different sources during implementation ◦ Helping to bring about total transparency in the reporting of physical and financial progress

Stakeholders Rural Local Bodies Urban Local Bodies District / State Level Line Departments DPCs / Planning board Citizens State Government Departments Central Government Departments

Process Flow - ActionSoft Plan Plus Create Approved Works Fund From schemes PRIASoft Asset Directory Financial Progress Physical Progress Output Works Technical Approval Administrative Approval

Features Manage works taken up by various plan units such as Rural, Urban Local Bodies and District and State Line Departments. The works would come from: a. The Approved works of Action Plan of a particular plan year from PlanPlus (in case if PlanPlus is operational ) b. Plan Units can enter the works definition directly in ActionSoft (in case if PlanPlus is not operational ) Approval by Technical & Administrative Authorities. Release of funds for the expenditure incurred.

Features Execution of work by adding Work Status Details and recording progress details. The progress of work can be reported in 2 ways: a. Physical Progress-The Asset Details of completed works would be entered in Asset Directory. b. Financial Progress-The Vouchers are entered in PRIASoft if it is operational. Monitoring the status of works undertaken under various Central and State schemes. Feedback on work execution details by all Stakeholders and Citizens Share progress details of works in Tabular, Graphical and in GIS formats with Stakeholders and Citizens.

ActionSoft Modules  Work Creation- If ActionSoft is being used as a Standalone application, works can be created, else the same can be imported from PlanPlus.  Define Work Outputs  Fund allocation  Add Fund received details  Technical Approval  Administrative Approval  Add Fund Released

ActionSoft Modules  Work Execution I. Physical Progress II. Financial Progress  Available Fund  Data Porting(from PlanPlus)  Opening Balance  Feedback from citizens  Reports

Work Focus Area ActionSoft allows Centre to define Work Focus Areas. Example: Roads, Drinking water supply, Women & child care development. The list of defined Work Focus Areas under the Constitution includes : 29 subject areas allocated to Rural local bodies 18 subject areas allocated to Urban local bodies

Work Category ActionSoft allows each State to define work categories. Example: Include Construction of CC Road, Laying of water pipeline etc. Each work category is associated with a specific work focus area such as roads, drinking water etc. Each work category is mapped to specific outputs

Work Stage ActionSoft allows each State to define work stages. Example: Leveling, Pitching, Laying of foundation, etc. Each work stage is associated with a specific work focus area and a work category. Work stages are defined to help the user report the Physical progress of works which are in execution.

Order Work Stages ActionSoft allows each State to define order of work stages. The Physical progress of work can be reported based on the order in which the work stages are defined.

Work Work Details include among other parameters the following: ◦ Work For - Whether the work is for specific section of the population such as SC, ST, Women etc. This will help in drawing the SC sub-Plan, Tribal sub plan and Gender plan etc. ◦ Work Focus Area – The list includes the 29 and 18 functions allocated to Panchayats and urban local bodies under the Constitution. Expenditure Details – Captures the duration, total cost and year-wise break-up of cost and the output to be generated Five broad categories of outputs are captured – Asset, Capacity Building, Service, Staff Augmentation and Others

Work Outputs Work may yield at least one output At least one Work Output parameter must be added for any work An Output can consist of the following categories: Asset Capacity Building Staff Augmentation Service Others One work may yield to more than one output but no two outputs can be of same Type (i.e. Asset/Capacity Building/Staff Augmentation/Service/Other).

Sharing of Work Funding Provision to share the cost of Work among different Planning Units Planning Unit can demand the amount from multiple planning units Planning Unit giving the amount can accept/reject the demand

Fund Allocation This module captures the details of funds allocated for a particular work; output wise. The amount of funds allocated to a work under different scheme and scheme components for a particular Plan Year.

Fund Received This module captures the details of funds received by different plan units from Centre & State Govt. Schemes with sanction order number and date. Funds receipt details are added breakup wise i.e amount receipt category wise (SC, ST, NON-SC-ST).

Technical Approval Scrutinize Works submitted by various Plan Units on parameters like Cost, Time and Methodology The privilege for technical approval can be given to a user for one or more planning units and/or Cost Slab. The works can : I. Require Technical approval II. May not require Technical approval Technically approved works of a planning unit may get forwarded to the next level in the process flow.

Administrative Approval The privilege for administrative approval can be given to a user for one or more planning units. Based on the process flow, the works of the planning unit will be automatically forwarded to the next stage (execution).

Addendum / Corrigendum Addendum: If additional funds are to be sanctioned fro a work, then an addendum can be issued. Corrigendum: If revised sanction needs to be generated for a work, then a corrigendum can be issued.

Funds Released At the time of Funds Released, it is mentioned from which all schemes the funds are being released for expenditure. (Funds Released against a Work to an executing agency) The funds may be released in installments. Following fields are captured: Work name, Funding Scheme name, Scheme Component, Proposed Cost, Technically Approved Cost, Implementing Agency, Release Order No., Amount of Funds released and Release order date. The amount of Funds Released against a Work cannot exceed the total approved amount.

Work Assignment Plan units can assign works to one or more users of the implementing agency and one or more users of the Executing Agency.

Progress Reporting Planning Unit can record the Execution of Works Frequency of recording is event-based Expenditure on the Work can be recorded Location Wise or Unit wise Work-wise outputs to be achieved can recorded

Work Execution The approved works of Action Plan (ported from PlanPlus) and the works (created directly in ActionSoft) and would be available for execution. Provision for adding the work execution details month wise for a particular execution year. Provision for updating the work execution status such as Ongoing, Completed, Suspended, Abandoned and Spill over.

Physical Progress Details Provide Physical Progress details of the works month wise for a execution year. Provide the total number of units of works to total number of units completed. Upload the photographs or supporting documents on Physical status of works.

Financial Progress Details Provide expenditure details of the works month wise for a particular execution year. The expenditure details would be provided Scheme component wise. The expenditure details would be provided beneficiary category wise as Non SC/ST, SC and ST.

Available Fund Details Provide details of the available funds for a particular plan year. The available fund details would be provided Scheme component wise category wise. The total available fund details would be provided Scheme component wise along with the total expenditure made

Data Porting (Approved Plan Works From PlanPlus) The Works From Approved Action Plans can be ported to ActionSoft. The works(of Approved Action Plans) once ported from Plan Plus to ActionSoft cannot be reverted back to PlanPlus.

Opening Balance Details Provision to add the details of opening balance for a particular plan year. The opening balance details would be added Scheme component wise category wise.

Reports  Check list report  Execution status of Action Plan  Block Wise Execution Report  State Wise Work Execution Summary  Work Status Report (State Wise)  Action Plan (PlanPlus) Implementation in Action Soft  Work Focus Area Wise Work Stages  Block-wise / GP-wise Summary for a give Plan Year and District Panchayat

Feedbacks on the Work Execution  Provision for feedback from all stakeholders and Citizens for greater transparency.  The feedbacks are available in Citizen section.

Integration with PES ActionSoft Local Government Directory PlanPlus PRIASoft Asset Directory GIS Funds Received & Expenditure Incurred for a Work Implementing Agency Asset Created Parameters Reports Masters(ULBs, RLBs, Line departments) Works, Schemes, Line Departments

Integration with PES ActionSoft seamlessly interoperates with other software applications which are part of the Panchayat Enterprise Suite. In particular, PlanPlus, National Asset Directory(NAD) and PriaSoft thereby avoiding duplication of data entry. Local Government Directory (LGD) acts as a backbone by providing the updated list of Rural Local Bodies / Urban Local Bodies / Line Departments. ActionSoft is designed to respond to changes in the in LGD due to delimitation of local governments and land regions.

ActionSoft Screen References..

Home Page

Work Focus Area

Work Category

Work Stage

Create Work

Define Work Outputs

Define Work Output- Asset

Define Work Output- Capacity Building

Define Work Output- Service

Define Work Output- Staff Augmentation

Define Work Output- Others

Fund Allocation

Fund Received Details

Technical Approval

Administrative Approval

Add Addendum

Add Corrigendum

Funds Released

Work Assignment

Work Execution

Physical Progress

Financial Progress

Available Fund Details

Data Porting (Approved Plan Works From PlanPlus)

Opening Balance Details

Work Checklist Report

Execution Status of Action Plan

Block wise execution report

Work Execution Summary Report

Work Status Report (State Wise)

Action Plan (PlanPlus) Implementation in ActionSoft

Work Focus Area Wise Work Stages

Block-wise / GP-wise Summary for a give Plan Year and District Panchayat

Feedback