服务范围

建设项目全过程造价咨询与合同管理,包括建设项目投资估算、工程概算、工程预算、工程量清单、招标控制价、标底等的编制及审查;

Whole-process Cost Consultancy and Contract Management, including Project cost plan, construction cost estimate, Bill of Quantity compilation, and reference cost provision;

建设项目投资估算、工程概算、工程预算、工程量清单、招标控制价、标底等的编制及审查;

Project cost plan, construction cost estimate, Bill of Quantity compilation, and reference cost provision

项目招投标价格咨询、项目资金运用咨询;

Tender cost consulting and project capital flow;

合约策划、合同文件编制、参与合同谈判、合同索赔获争议解决咨询;

Contract sectioning, contract compilation and negotiation, claim dispute settlement;

其他相关投资监理、全过程造价控制专业咨询服务。

Other investment capital flow supervision and whole-process cost control consulting services.

 

结算审价、竣工决算及项目后评估

Price Verification, Final Account Report and Post-project Evaluation

工程结算审价;

Price verification;

编制竣工决算;

Final account report;

编制项目后评估报告。

Post-project evaluation.

 

 

招投标代理与采购管理

Tender Agency and Procurement Management

工程勘察、设计、监理、施工单位的招标与投标代理;

Tender agency of site investigation, design, supervision, and construction contractors;

各类专业工程的设计和施工的招标与投标代理;

Tender agency of designer and contractors of various specialty works;

重大设备与材料的采购代理与咨询;

Procurement agency of heavy machine and key materials;

政府采购代理。

Government procurement agency.

 

项目策划与前期咨询

Project strategizing and Pre-stage Consulting

项目投资机会研究;

Investment opportunity research;

项目整体定位与策划建议;

Project positioning and strategy proposal;

编制项目申请报告;

Project application report;

编制资金申请报告;

Capital application report;

编制项目建议书;

Project proposal;

编制项目可行性研究报告;

Project feasibility report;

编制节能评估报告书、节能评估报告表、节能登记表。

Sustainability appraisal and checklist.

 

 

设计咨询与管理

Design Consulting and Coordination

编制设计任务书;

Design Target List;

方案评估及优化咨询;

Scenario Analysis and Optimization Advice;

技术经济比较。

Technical economy parameter.

 

工程造价纠纷调解、司法鉴定、工程保险理赔评估鉴定

Cost Dispute Settlment, Judicial Appraisal, Construction Insurance Claim Evaluation

工程造价纠纷调解;

Cost dispute settlement;

仲裁或诉讼的经济司法鉴定;

Arbitration or lawsuit economic judicial appraisal;

工程保险理赔评估鉴定。

Construction insurance claim evaluation.

 

项目管理

Project Management

专业全过程的工程项目管理服务。

Professional whole-process project management.

 

建筑领域计算机开发

Computerization in Construction Industry

建立企业材料价格查询系统;

Market price search system;

企业造价指标信息库平台系统。

Cost parameter database.

行业政策研究及企业管理咨询

Industry Policy Research and Enterprise Management Consulting

行业及地方发展规划研究;

Industry-wise and local development and planning research;

企业横向合作研究;

Inter-enterprise cooperation research;

行业及企业战略及政策咨询;

Industry and enterprise strategy and policy research;

行业及企业培训;

Industry and enterprise training;

项目融资咨询;

Project financing consulting;

工程法务、税务咨询。

Construction legal and financial service consulting.

设计阶段主要成果文件介绍

1、根据项目的性质,从配合造价控制的角度提供应聘请的专业顾问建议,及各专业顾问的配合造价控制应注意的事项等。

例﹕XX项目设计工作范围分工安排表

For cost control of each project, professional consultant advices are provided and notices for consultants are listed in exemplified document as follows;

Example: Design Work Interface for Project XX 

 
2、提供其他类似项目造价指标供业主参考。 
Cost index of similar projects are provided for reference.
 
3、编制各种设计方案的估算供业主选择方案参考及确定项目投资控制数。
Corresponding cost estimates for alternative designs are developed for the Employer to make decision on design plans and cost control target.
 
4、根据扩初设计编制概算以确定项目总建安造价;
    与业主、设计单位及其它顾问一起对概算进行优化,包括分部分项工程造价技术设计上的综合考虑,从而达到三者的统一。在此基础上不断地调整概算,并最终确定调整的概算直至概算与投资控制数符合业主要求。而调整概算内的分部分项分部工程造价将作为招标图或施工图设计的控制值(限额设计)。
Preliminary cost estimate is developed after detailed design is drafted.
Three parties, the Employer, the Designer and other consultants, shall discuss to optimize the preliminary cost estimate from the perspective of cost control, design and technical issues. Through such discussion, adjustments will be made to the preliminary cost plan to meet the cost target; while the adjusted cost plan shall be a guide for design of tender or construction drawings.
 
5、根据项目进度要求,合理地划分标段,并建立一个适应业主管理及进度要求的合同架构体系。
Proper sections are assigned and contracts are organized based on featured programme.
 
6、根据合同架构提出各标段满足招标要求的设计深度及进度要求作为设计单位出图及招标依据;协助设计单位编制出图计划及协助编制技术规格说明书。 
Tender plans and requirements are worked out with the Designer who is also assisted with the drawing schedule and compliance of specifications. 
 
7、根据概算、建设进度、合同架构,制定施工期内初步资金支出分配表(资金流量表)供业主资金筹措参考。
Preliminary cash flow sheet is designed for the Employer to plan for future capital allotment.
 
招标阶段主要成果文件介绍

1、编制招标流程及每一招标工程的招标计划;

Tender schedule is designed for all works. 

2、编制招标文件(包括桩基及围护工程、总承包工程、指定分包工程、独立工程、甲供设备及材料),其中包含投标须知、投标书、协议书、履约保函样本、合同条款、基本要求及技术要求、计算规则、工程量清单(机电工程的单价表) 、图纸目录等;

Tender documents are drafted including instructions to bidders, tenders, agreements, performance security sample, contract conditions, basic and technical requirements, measurement rules, bill of quantity and contents of drawings. 
 
3、协助业主对投标单位进行资质预审。
Prequalification of tenderers is initiated for the Employer.  
 
4、提供招标文件供业主发标; 
Documents are provided to the Employer for issuance of bid. 
 
5、提供招标工程的标底供业主参考;
Base price is listed for reference.
 
6、做回标分析,包括计算上的复核、投标是否响应标书要求的比较与分析、报价上是否有投标技巧分析及报价合理性分析等;
      例﹕XX项目桩基础工程回标分析报告
Bidding documents analysis is made on account of whether miscalculation exists, bidding documents are filled in as required and prices are quoted properly.
Example: Bidding Documents Analysis of Pile Foundation Works of XX Project
 
7、发出询标疑问,解决回标中合同及商务上的疑问以减少合同及价格上的潜在风险; 
     例﹕XX项目总承包工程询标疑问
Tender queries are issued to eliminate potential risks of improper price settlement. 
Example:  TQ of General Contractor Works of XX Project 
 
8、协助业主询标及合同、报价上的谈判;
例﹕XX项目总承包工程合同谈判
Tender interview is held with consultant assistance. 
Example:  Contract Negotiation of General Contractor Works of XX Project 
 
9、编制中标协议书; 
   例﹕XX项目总承包工程中标协议书及附件
Letter of acceptance is complied.
Example:  LOA of General Contractor Works of XX Project 
 
10、编制正式合同文件供签署。
List of  official documents compiled to be signed;
合同主要内容如下:
合同协议书  Agreement 
中标通知书  Letter of Acceptance
投标后至定标前双方来往函件  Tender Correspondence
合同条件  Conditions of Contract
投标书  Tender
投标须知  Instructions to Bidders
工程规范  State Codes & Specs for Construction Works
合同图纸目录  Contents of Design Drawings for Contract
工程量清单  Bill of Quantity 
招投标文件  Tender Documents
 
施工阶段主要成果文件介绍
1、在每一个合同实施前对承包商、业主、监理单位等作合同交底;
Prior to the implementation of each contract, contract disclosure shall be held among the Employer, the Supervisor and the Contractor.
 
2、建立一套满足业主内部管理要求及与合同条款相适应的工程管理流程,如中期付款流程,工程变更申请及审核流程, 指令估算。
Project management system which agrees with internal management of the Employer and contract clauses is set to coordinate interim payment, application of variations to the works, etc. 
 
3、查看现场、了解施工进度及工地发生的重要事项,并按此提供中期付款建议书及细目; 
Interim payment and payment details are compiled based on information collected from site investigation and program of works.
 
4、每隔一阶段编制一份财务报告,内容包括每一个合同的概算价、合同价、至当月的变更汇总价、暂定款调整额、估计的决算价、至当月累计已付款项等;若在编写报告时预知数字上或设计方面将有大修改,该修改之预算增(或减)额须立即通知业主并包括在财务报告内; 
详见财务报告
按业主及工程需要,提供工程总价之资金流量表。
Regular financial reports are made to announce cost estimate, total variations to date, provisional sum, final accounts estimated and accumulative total paid. Any serious inconsistence to the original estimates or design will be notified to the Employer through the financial reports.
Please refer to the example for details.
When necessary, balance sheet will be provided to account for total project cost. 
 
5、审核所有保险及保函之内容以确保符合合同要求。  
Insurance and performance security is verified to ensure it meets contract requirements.  
 
6、协助业主进行合同管理,负责合同的解释及对有关合同上的问题提供意见 。
例﹕XX项目合同模式报告
Assistance is given to the Employer with contract management and explanation.
Example: Contract Template           
 
7、提供考虑中的设计变更预评估以供业主决策; 
Estimate for design variations in consideration is provided for reference.
 
8、在合同框架下审核、评估、分析工程变更、提供其是否构成工期延误及费用增减之意见,计算变更金额并报业主审核,而后同施工单位达成一致意见 。 
Variations to the works are analyzed based on the contract to judge issues of delay, increase or deductions of payment. Fees incurred from variations will be reported to the Employer before agreement with the contractor is reached.  
 
结算阶段主要成果文件介绍
1、编制竣工决算书;
  例﹕XX项目综合机电工程最终决算书
Final account will be complied.
Example: Final Account for M&E Works of XX Project
 
2、提供工程缺陷的造价评估及扣款意见 ;
Estimated cost of defects and corresponding deductions are advised.
 
3、发出最后的保修金付款建议 ;
Final retention money is advised.
 
4、提供造价分析报告 。
Cost analysis is complied.

 

 
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