服務范圍

建設項目全過程造價咨詢與合同管理,包括建設項目投資估算、工程概算、工程預算、工程量清單、招標控制價、標底等的編制及審查;

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

建設項目投資估算、工程概算、工程預算、工程量清單、招標控制價、標底等的編制及審查;

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

項目招投標價格咨詢、項目資金運用咨詢;

Tender cost consulting and project capital flow;

合約策劃、合同文件編制、參與合同談判、合同索賠獲爭議解決咨詢;

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

其他相關投資監理、全過程造價控制專業咨詢服務。

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

 

結算審價、竣工決算及項目后評估

Price Verification, Final Account Report and Post-project Evaluation

工程結算審價;

Price verification;

編制竣工決算;

Final account report;

編制項目后評估報告。

Post-project evaluation.

 

 

招投標代理與采購管理

Tender Agency and Procurement Management

工程勘察、設計、監理、施工單位的招標與投標代理;

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

各類專業工程的設計和施工的招標與投標代理;

Tender agency of designer and contractors of various specialty works;

重大設備與材料的采購代理與咨詢;

Procurement agency of heavy machine and key materials;

政府采購代理。

Government procurement agency.

 

項目策劃與前期咨詢

Project strategizing and Pre-stage Consulting

項目投資機會研究;

Investment opportunity research;

項目整體定位與策劃建議;

Project positioning and strategy proposal;

編制項目申請報告;

Project application report;

編制資金申請報告;

Capital application report;

編制項目建議書;

Project proposal;

編制項目可行性研究報告;

Project feasibility report;

編制節能評估報告書、節能評估報告表、節能登記表。

Sustainability appraisal and checklist.

 

 

設計咨詢與管理

Design Consulting and Coordination

編制設計任務書;

Design Target List;

方案評估及優化咨詢;

Scenario Analysis and Optimization Advice;

技術經濟比較。

Technical economy parameter.

 

工程造價糾紛調解、司法鑒定、工程保險理賠評估鑒定

Cost Dispute Settlment, Judicial Appraisal, Construction Insurance Claim Evaluation

工程造價糾紛調解;

Cost dispute settlement;

仲裁或訴訟的經濟司法鑒定;

Arbitration or lawsuit economic judicial appraisal;

工程保險理賠評估鑒定。

Construction insurance claim evaluation.

 

項目管理

Project Management

專業全過程的工程項目管理服務。

Professional whole-process project management.

 

建筑領域計算機開發

Computerization in Construction Industry

建立企業材料價格查詢系統;

Market price search system;

企業造價指標信息庫平臺系統。

Cost parameter database.

行業政策研究及企業管理咨詢

Industry Policy Research and Enterprise Management Consulting

行業及地方發展規劃研究;

Industry-wise and local development and planning research;

企業橫向合作研究;

Inter-enterprise cooperation research;

行業及企業戰略及政策咨詢;

Industry and enterprise strategy and policy research;

行業及企業培訓;

Industry and enterprise training;

項目融資咨詢;

Project financing consulting;

工程法務、稅務咨詢。

Construction legal and financial service consulting.

設計階段主要成果文件介紹

1、根據項目的性質,從配合造價控制的角度提供應聘請的專業顧問建議,及各專業顧問的配合造價控制應注意的事項等。

例﹕XX項目設計工作范圍分工安排表

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、提供其他類似項目造價指標供業主參考。 
Cost index of similar projects are provided for reference.
 
3、編制各種設計方案的估算供業主選擇方案參考及確定項目投資控制數。
Corresponding cost estimates for alternative designs are developed for the Employer to make decision on design plans and cost control target.
 
4、根據擴初設計編制概算以確定項目總建安造價;
    與業主、設計單位及其它顧問一起對概算進行優化,包括分部分項工程造價技術設計上的綜合考慮,從而達到三者的統一。在此基礎上不斷地調整概算,并最終確定調整的概算直至概算與投資控制數符合業主要求。而調整概算內的分部分項分部工程造價將作為招標圖或施工圖設計的控制值(限額設計)。
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、根據項目進度要求,合理地劃分標段,并建立一個適應業主管理及進度要求的合同架構體系。
Proper sections are assigned and contracts are organized based on featured programme.
 
6、根據合同架構提出各標段滿足招標要求的設計深度及進度要求作為設計單位出圖及招標依據;協助設計單位編制出圖計劃及協助編制技術規格說明書。 
Tender plans and requirements are worked out with the Designer who is also assisted with the drawing schedule and compliance of specifications. 
 
7、根據概算、建設進度、合同架構,制定施工期內初步資金支出分配表(資金流量表)供業主資金籌措參考。
Preliminary cash flow sheet is designed for the Employer to plan for future capital allotment.
 
招標階段主要成果文件介紹

1、編制招標流程及每一招標工程的招標計劃;

Tender schedule is designed for all works. 

2、編制招標文件(包括樁基及圍護工程、總承包工程、指定分包工程、獨立工程、甲供設備及材料),其中包含投標須知、投標書、協議書、履約保函樣本、合同條款、基本要求及技術要求、計算規則、工程量清單(機電工程的單價表) 、圖紙目錄等;

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、協助業主對投標單位進行資質預審。
Prequalification of tenderers is initiated for the Employer.  
 
4、提供招標文件供業主發標; 
Documents are provided to the Employer for issuance of bid. 
 
5、提供招標工程的標底供業主參考;
Base price is listed for reference.
 
6、做回標分析,包括計算上的復核、投標是否響應標書要求的比較與分析、報價上是否有投標技巧分析及報價合理性分析等;
      例﹕XX項目樁基礎工程回標分析報告
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、發出詢標疑問,解決回標中合同及商務上的疑問以減少合同及價格上的潛在風險; 
     例﹕XX項目總承包工程詢標疑問
Tender queries are issued to eliminate potential risks of improper price settlement. 
Example:  TQ of General Contractor Works of XX Project 
 
8、協助業主詢標及合同、報價上的談判;
例﹕XX項目總承包工程合同談判
Tender interview is held with consultant assistance. 
Example:  Contract Negotiation of General Contractor Works of XX Project 
 
9、編制中標協議書; 
   例﹕XX項目總承包工程中標協議書及附件
Letter of acceptance is complied.
Example:  LOA of General Contractor Works of XX Project 
 
10、編制正式合同文件供簽署。
List of  official documents compiled to be signed;
合同主要內容如下:
合同協議書  Agreement 
中標通知書  Letter of Acceptance
投標后至定標前雙方來往函件  Tender Correspondence
合同條件  Conditions of Contract
投標書  Tender
投標須知  Instructions to Bidders
工程規范  State Codes & Specs for Construction Works
合同圖紙目錄  Contents of Design Drawings for Contract
工程量清單  Bill of Quantity 
招投標文件  Tender Documents
 
施工階段主要成果文件介紹
1、在每一個合同實施前對承包商、業主、監理單位等作合同交底;
Prior to the implementation of each contract, contract disclosure shall be held among the Employer, the Supervisor and the Contractor.
 
2、建立一套滿足業主內部管理要求及與合同條款相適應的工程管理流程,如中期付款流程,工程變更申請及審核流程, 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、查看現場、了解施工進度及工地發生的重要事項,并按此提供中期付款建議書及細目; 
Interim payment and payment details are compiled based on information collected from site investigation and program of works.
 
4、每隔一階段編制一份財務報告,內容包括每一個合同的概算價、合同價、至當月的變更匯總價、暫定款調整額、估計的決算價、至當月累計已付款項等;若在編寫報告時預知數字上或設計方面將有大修改,該修改之預算增(或減)額須立即通知業主并包括在財務報告內; 
詳見財務報告
按業主及工程需要,提供工程總價之資金流量表。
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、審核所有保險及保函之內容以確保符合合同要求。  
Insurance and performance security is verified to ensure it meets contract requirements.  
 
6、協助業主進行合同管理,負責合同的解釋及對有關合同上的問題提供意見 。
例﹕XX項目合同模式報告
Assistance is given to the Employer with contract management and explanation.
Example: Contract Template           
 
7、提供考慮中的設計變更預評估以供業主決策; 
Estimate for design variations in consideration is provided for reference.
 
8、在合同框架下審核、評估、分析工程變更、提供其是否構成工期延誤及費用增減之意見,計算變更金額并報業主審核,而后同施工單位達成一致意見 。 
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.  
 
結算階段主要成果文件介紹
1、編制竣工決算書;
  例﹕XX項目綜合機電工程最終決算書
Final account will be complied.
Example: Final Account for M&E Works of XX Project
 
2、提供工程缺陷的造價評估及扣款意見 ;
Estimated cost of defects and corresponding deductions are advised.
 
3、發出最后的保修金付款建議 ;
Final retention money is advised.
 
4、提供造價分析報告 。
Cost analysis is complied.

 

 
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