合同条件与国际工程合同管理介绍.ppt

《合同条件与国际工程合同管理介绍.ppt》由会员分享，可在线阅读，更多相关《合同条件与国际工程合同管理介绍.ppt（88页珍藏版）》请在淘文阁 - 分享文档赚钱的网站上搜索。

1、1天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Still waters run deep.流静水深流静水深,人静心深人静心深 Where there is life,there is hope。有生命必有希望。有生命必有希望2天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Management in IPM国际工程合同与合同管理国际工程合同与合同管理合同的本质：合同的本质：规定合同双方的权利、义务，以及保证实现此类权利规定合同双方的权利、义务，以及保证实现此类权利和义务的可靠且可操作的程序。和义务的可靠且可操作的程序。合同管理

2、的本质：合同管理的本质：以合同为保障机制，保证自己一方达到最佳利益，服以合同为保障机制，保证自己一方达到最佳利益，服务于整个项目管理目标。务于整个项目管理目标。4天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Management in IPM国际工程合同与合同管理国际工程合同与合同管理合同管理的基础：合同管理的基础：合同知识和管理技能合同知识和管理技能合同管理的前提：合同管理的前提：内部组织管理井然有序内部组织管理井然有序合同管理的行为：合同管理的行为：合同的签订、执行、补救合同的签订、执行、补救5天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制

3、编制http:/ Management in IPM国际工程合同与合同管理国际工程合同与合同管理合同管理三个层次：合同管理三个层次：不读不懂，做事一厢情愿；不读不懂，做事一厢情愿；既读且懂，教条僵化使用；既读且懂，教条僵化使用；掌握精髓，运用之于无形。掌握精髓，运用之于无形。6天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Management in IPM7天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Management in IPM国际工程合同与合同管理国际工程合同与合同管理8天圆地方建筑论坛天圆地方建筑论坛-kaokao

4、kaokao编制编制http:/ Management Body ofProject Management Body of Knowledge Knowledge(PMBOK2000)9天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ 2000 Project Management AreasPMBOK 2000 Project Management Areas：ProjectIntegrationManagementProjectScopeManagementProjectTimeManagementProjectCostManagementProjectQua

5、lityManagementProjectHuman ResourceManagementProjectCommunicationsManagementProjectRiskManagementProjectProcurementManagement11天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Procurement一般意义上的采购管理与一般意义上的采购管理与PMBOKPMBOK中定义的采购管理的区别？中定义的采购管理的区别？货物采购和工程项目采购有何异同货物采购和工程项目采购有何异同？14天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制

6、http:/ Approach）2.建筑工程管理模式建筑工程管理模式(Construction Management Approach,CM)3.设计设计建造模式（建造模式（Design-Build,DB）4.设计设计采购采购施工交钥匙模式施工交钥匙模式 （EPC/Turnkey）5.设计管理模式设计管理模式（Design-Management,DM）6.项目管理模式项目管理模式（Project Management,PM）7.更替型合同模式更替型合同模式（Novation Contract,Nc）8.BOT模式模式（Build-Operate-Transfer,BOT）FIDIC各类合同条件

7、都适用于那种项目采购模式各类合同条件都适用于那种项目采购模式？16天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Price）总价合同（总价合同（Lump Sum）单价合同与总价合同的比较：单价合同与总价合同的比较：各自适用条件各自适用条件关于工程量清单（关于工程量清单（BOQ）业主向承包商支付的不同业主向承包商支付的不同各类各类FIDICFIDIC合同条件属于那种合同支付类型合同条件属于那种合同支付类型？17天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Federation of Consulting Engineers国际咨

8、询工程师联合会国际咨询工程师联合会F I D I C19天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ 召开工程管理国际专题研讨会召开工程管理国际专题研讨会 编制和推行国际工程中的各类合同范本编制和推行国际工程中的各类合同范本 21天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Forms of Contracts为什么学习为什么学习FIDICFIDIC合同范本合同范本?学习国际工程合同管理的理想基础教程学习国际工程合同管理的理想基础教程 了解国际惯例，丰富合同谈判知识了解国际惯例，丰富合同谈判知识 从合同角度，提高国际工程项目管

9、理水平从合同角度，提高国际工程项目管理水平23天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Forms of ContractsFIDICFIDIC的权威性主要体现的权威性主要体现在在其高质量的工程合同其高质量的工程合同范本上，世界银行、亚洲开发银行、非洲开发范本上，世界银行、亚洲开发银行、非洲开发银行等国际金融机构的贷款项目指定使用银行等国际金融机构的贷款项目指定使用FIDICFIDIC的合同范本，并被国际工程界广泛采纳。的合同范本，并被国际工程界广泛采纳。FIDICFIDIC出版的合同范本主要有哪些出版的合同范本主要有哪些？24天圆地方建筑论坛天圆地方建筑

10、论坛-kaokaokaokao编制编制http:/ FIDIC FIDIC合同条件的关系合同条件的关系？30天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ 适用法律广，措辞精确适用法律广，措辞精确 变革而不是改良变革而不是改良 淡化工程师的独立地位淡化工程师的独立地位 实践需要简明合同文本实践需要简明合同文本 36天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ 国际通用的招标方式是什么？国际通用的招标方式是什么？合同文件的形成过程，合同文件都包括什么？合同文件的形成过程，合同文件都包括什么？什么是资格预审，资格预审的目的是什么？什

11、么是资格预审，资格预审的目的是什么？招标文件、投标文件与合同文件的区别和关系是什么？招标文件、投标文件与合同文件的区别和关系是什么？合同条件在合同文件中的地位合同条件在合同文件中的地位 和作用是什么？和作用是什么？招标程序中的关键环节有哪些？招标程序中的关键环节有哪些？投标者在投标时应注意哪些问题？投标者在投标时应注意哪些问题？单价合同文件与总价合同文件的组成有什么异同？单价合同文件与总价合同文件的组成有什么异同？FIDIC Tendering ProcedureTendering ProcedureFIDIC Tendering Procedure45天圆地方建筑论坛天圆地方建筑论坛-kao

12、kaokaokao编制编制http:/ FIDIC施工合同条件的世界施工合同条件的世界银行工程招标文件为背景展开分析的。这种类型银行工程招标文件为背景展开分析的。这种类型的项目主要由业主负责项目的设计，承包商负责的项目主要由业主负责项目的设计，承包商负责按设计方案施工，此类合同一般是单价合同。按设计方案施工，此类合同一般是单价合同。World Bank:Procurement of Works47天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ BIDDING DOCUMENTSProcurement of WorksThe World BankWashingto

13、n,D.C.May 2000Procurement of Works48天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Section6.TechnicalSpecificationsVolumeIII Section7.FormofBid,AppendixtoBid,andFormofBidSecuritySection8.BillofQuantitiesSection9.FormofAgreement,FormsofPerformanceSecurity,andBankGuaranteeforAdvancePaymentVolumeIV Section10.

14、DrawingsProcurement of Works49天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Works50天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Invitation for Bidsletterhead paper of the EmployerTo:name of Contractor date addressReference:Insert IBRD Loan No.or IDA Credit No.Contract Name,and Identification No._/_Dear S

15、irs:We hereby inform you that you are prequalified for bidding for the above cited contract.A list of prequalified and conditionally prequalified Applicants is attached to this invitation.On the basis of information submitted in your application,you would not(insert if appropriate)appear eligible fo

16、r application of the domestic bidder price preference in bid evaluation.Eligibility is subject to confirmation at bid evaluation.We now invite you and other prequalified Applicants to submit sealed bids for the execution and completion of the cited contract.You may obtain further information from,an

17、d inspect and acquire the bidding documents at,our offices at mailing address,street address,and cable/telex/facsimile numbers.A complete set of bidding documents may be purchased by you at the above office,on or after time and date and upon payment of a nonrefundable fee of insert amount and curren

18、cy.All bids must be accompanied by a security in the form and amount specified in the bidding documents,and must be delivered to address and exact location at or before time and date.Bids will be opened immediately thereafter in the presence of bidders representatives who choose to attend.Please con

19、firm receipt of this letter immediately in writing by cable,fax,or telex.If you do not intend to bid,we would appreciate being so notified also in writing at your earliest opportunity.Yours truly,Authorized signature Name and title Employer Procurement of Works51天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http

20、:/ TO BIDDERS A.GENERALB.BIDDING DOCUMENTS C.PREPARATION OF BIDSD.SUBMISSION OF BIDS E.BID OPENING AND EVALUATIONF.AWARD OF CONTRACTProcurement of Works52天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Bid2.Source of Funds3.Eligible Bidders4.Eligible Materials,Plant,Supplies,Equipment,and Services5.Quali

21、fication of the Bidder6.One Bid per Bidder7.Cost of Bidding8.Site VisitProcurement of Works53天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ B.BIDDING DOCUMENTS9.Content of Bidding Documents10.Clarification of Bidding Documents11.Amendment of Bidding Documents Procurement of Works54天圆地方建筑论坛天圆地方建筑论坛-kaokaoka

22、okao编制编制http:/ C.PREPARATION OF BIDS12.Language of Bid13.Documents Comprising the Bid14.Bid Prices15.Currencies of Bid and Payment16.Bid Validity17.Bid Security18.Alternative Proposals by Bidders19.Pre-Bid Meeting20.Format and Signing of Bid Procurement of Works55天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制htt

23、p:/ D.SUBMISSION OF BIDS21.Sealing and Marking of Bids22.Deadline for Submission of Bids23.Late Bids24.Modification and Withdrawal of Bids Procurement of Works56天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ E.BID OPENING AND EVALUATION25.Bid Opening26.Process to Be Confidential27.Clarification of Bids and

24、 Contacting the Employer28.Examination of Bids and Determination of Responsiveness29.Correction of Errors30.Conversion to Single Currency for Comparison of Bids31.Evaluation and Comparison of Bids32.Preference for Domestic Bidders Procurement of Works57天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ F.AWARD

25、 OF CONTRACT33.Award34.Employers Right to Accept Any Bid and 35.to Reject Any or All Bids35.Notification of Award36.Signing of Agreement37.Performance Security38.Disputes Review Method39.Corrupt or Fraudulent Practices Procurement of Works58天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Bidding Data Biddin

26、g Data 的作用是什么？的作用是什么？Bidding Data Bidding Data 与与 Instructions to Bidders Instructions to Bidders是什么关系是什么关系?Procurement of Works59天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Works60天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Works61天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Bid/Letter of BidName of Co

27、ntract:*To:*insert name of EmployerGentlemen:1.In accordance with the Conditions of Contract,Specification,Drawings,and Bill of Quantities and Addenda Nos.insert Addenda Nos.for the execution of the above-named Works we,the undersigned,offer to construct and install such Works and remedy any defects

28、 therein in conformity with the Conditions of Contract,Specifications,Drawings,Bill of Quantities,and Addenda for the sum of insert amounts in numbers and words as specified in the Appendix to Bid or such other sums as may be ascertained in accordance with the conditions.2.We acknowledge that the Ap

29、pendix forms part of our Bid.3.We undertake,if our Bid is accepted,to commence the Works as soon as is reasonably possible after the receipt of the Engineers notice to commence,and to complete the whole of the Works comprised in the Contract within the time stated in the Appendix to Bid.4.We agree t

30、o abide by this Bid until the date specified in ITB Clause 16 insert date,and it shall remain binding upon us and may be accepted at any time before that date.5.Unless and until a formal Agreement is prepared and executed this Bid,together with your written acceptance thereof,shall constitute a bind

31、ing Contract between us.6.We understand that you are not bound to accept the lowest or any bid you may receive.7.We certify/confirm that we comply with the eligibility requirements as per ITB Clause 3 of the bidding documents.Dated this day of 20 Signature in the capacity of duly authorized to sign

32、bids for and on behalf of in block capitals or typedAddress:Witness:Address:Occupation Procurement of Works62天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ Form of Bid Security(Bank Guarantee)WHEREAS,name of Bidder(hereinafter called“the Bidder”)has submitted his Bid dated date for the execution of name of

33、 Contract(hereinafter called“the Bid”).KNOW ALL PEOPLE by these presents that We name of Bank of name of country having our registered office at address(hereinafter called“the Bank”)are bound unto name of Employer(hereinafter called“the Employer”)in the sum of amount for which payment well and truly

34、 to be made to the said Employer the Bank binds himself,his successors,and assigns by these presents.SEALED with the Common Seal of the said Bank this day of 20.THE CONDITIONS of this obligation are:(1)if the Bidder withdraws his Bid during the period of Bid validity specified in the Form of Bid;or(

35、2)if the Bidder refuses to accept the correction of errors in his Bid;or(3)if the Bidder,having been notified of the acceptance of his Bid by the Employer during the period of Bid validity;(a)fails or refuses to execute the Form of Agreement in accordance with the Instructions to Bidders,if required

36、;or(b)fails or refuses to furnish the Performance Security,in accordance with the Instruction to Bidders;we undertake to pay to the Employer up to the above amount upon receipt of his first written demand,without the Employer having to substantiate his demand,provided that in his demand the Employer

37、 will note that the amount claimed by him is due to him owing to the occurrence of one or both of the two conditions,specifying the occurred condition or conditions.This Guarantee will remain in force up to and including the date 28 days after the date of expiration of the Bid Validity,as stated in

38、the Instructions to Bidders,or as it may be extended by the Employer,notice of which extension(s)to the Bank is hereby waived.Any demand in respect of this Guarantee should reach the Bank not later than the above date.DATE SIGNATURE OF THE BANK WITNESS SEAL signature,name,and addressProcurement of W

39、orks63天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ 什么是工程量清单什么是工程量清单(Bill of Quantities)(Bill of Quantities)，其作用是什么？，其作用是什么？总价合同中有无工程量清单？总价合同中有无工程量清单？工程量清单的编制原则是什么？工程量清单的编制原则是什么？工程量清单与项目工程量清单与项目 WBS WBS的关系？的关系？工程量清单对于单价合同非常重要，为什么？工程量清单对于单价合同非常重要，为什么？单价合同的投标报价是如何计算出来的？单价合同的投标报价是如何计算出来的？什么是不平衡报价什么是不平衡报价 ，投标

40、者如何利用？，投标者如何利用？什么是暂定金额，其作用是什么？什么是暂定金额，其作用是什么？什么是计日工什么是计日工 ，计日工主要是针对什么项目的支付？，计日工主要是针对什么项目的支付？业主的标底、投标者的投标价格、评标价格、合同价格、业主的标底、投标者的投标价格、评标价格、合同价格、合同完成后业主向承包商实际支付的价格之间是什么关系？合同完成后业主向承包商实际支付的价格之间是什么关系？Procurement of Works64天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ OF QUANTITIES ObjectivesThe objectives of th

41、e Bill of Quantities are(a)to provide sufficient information on the quantities of Works to be performed to enable bids to be prepared efficiently and accurately;and(b)when a contract has been entered into,to provide a priced Bill of Quantities for use in the periodic valuation of Works executed.In o

42、rder to attain these objectives,Works should be itemized in the Bill of Quantities in sufficient detail to distinguish between the different classes of Works,or between Works of the same nature carried out in different locations or in other circumstances which may give rise to different consideratio

43、ns of cost.Consistent with these requirements,the layout and content of the Bill of Quantities should be as simple and brief as possible.Procurement of Works65天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ OF QUANTITIES ContentThe Bill of Quantities should be divided generally into the following sections:(

44、a)Preamble;(b)Work Items(grouped into parts);(c)Daywork Schedule;and(d)Summary.Procurement of Works66天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ OF QUANTITIES Bill No.1:General ItemsItemno.DescriptionUnitQuantityRateAmount101PerformanceGuaranteesumitem102InsuranceoftheWorkssumitem103Allowformaintenanceo

45、fWorksfor12monthsaftercompletionmonth12203etc.TotalforBillNo.1(CarriedforwardtoGrandSummary,p.)Procurement of Works67天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ OF QUANTITIES Bill No.2:EarthworksItemno.DescriptionUnitQuantityRateAmount201Excavatetopsoiltomaximumdepth25cmandstockpileforreuse,maximumhauld

46、istance1kmm395,000202Excavatetopsoiltomaximumdepth2550cm,anddisposem315,000203etc.TotalforBillNo.2(CarriedforwardtoGrandSummary,p.)Procurement of Works68天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ OF QUANTITIES Grand SummaryGeneralSummaryPageAmountBillNo.1GeneralItemsBillNo.2Earthworksetc.TotalforDaywor

47、k(ProvisionalSum)SubtotalofBills(A)SpecialProvisionalSumincludedinsubtotalofbills(B)5,400,000TotalofBillsLessSpecifiedProvisionalSums(A-B)(C)AddProvisionalSumforContingencyAllowance(D)sumBidPrice(A+D)(CarriedforwardtoFormofBid)(E)Procurement of Works69天圆地方建筑论坛天圆地方建筑论坛-kaokaokaokao编制编制http:/ of Agree

48、mentAGREEMENTTHIS AGREEMENT made the day of 20 between of(hereinafter called“the Employer”)of the one part and of (hereinafter called“the Contractor”)of the other part.WHEREAS the Employer is desirous that certain Works should be executed by the Contractor,viz.,and has accepted a Bid by the Contract

49、or for the execution and completion of such Works and the remedying of any defects therein.NOW THIS AGREEMENT WITNESSETH as follows:1.In this Agreement,words and expressions shall have the same meanings as are respectively assigned to them in the Conditions of Contract hereinafter referred to.2.The

50、following documents shall be deemed to form and be read and construed as part of this Agreement,and the priority of the documents shall be as follows:(a)the Letter of Acceptance;(b)the said Bid and Appendix to Bid;(c)the Conditions of Contract(Part II);(d)the Conditions of Contract(Part I);(e)the Sp