Dry goods! Complete arrangement of cost knowledge (with shorthand formula)

Content of this article:

First, the concept class

Second, the principle characteristic class

Third, the functional meaning class

Fourth, the time node class

Verb (abbreviation of verb) is a key category that is easy to make mistakes.

Six, formula class

I. Conceptual categories

1, construction project classification:

① According to the nature of the project: new construction, expansion, reconstruction, relocation, reconstruction and technical transformation;

② According to the project scale: large, medium and small;

③ According to the investment purpose: productive and unproductive;

④ According to the construction stage: preparation, construction, completion, completion and debugging;

⑤ According to the funds, 2. Single project (independent benefit) → unit project (civil engineering, electrical engineering, HVAC engineering) → divisional project (earthwork engineering, masonry engineering) → sectional project (brick foundation, brick interior wall and brick exterior wall engineering).

3. Project construction procedure: project proposal → feasibility study → preliminary design (preliminary design is the first stage of design) → construction drawing design → preparation for commencement → project construction → completion acceptance → post-project evaluation.

4. Two meanings of project cost:

(1) project investment expenses (all fixed assets investment expenses);

② Project price.

5. Project cost function: prediction, control, evaluation and control.

6, the meaning of project cost management:

(1) Project investment fee (investment management);

(2) the project price (price management).

7, project cost control principles:

(1) Set reasonable project cost control targets;

(2) Focus on the design stage and control the whole project cost;

③ Take active control;

④ Combination of technology and economy (the most effective means to control the project cost).

8, the social function of cost consulting industry:

① Service function (main function);

② Guiding function;

③ Contact function.

9. The original price of equipment refers to the insured price (final price) of imported equipment.

10. Delivery method of imported equipment:

(1) inland delivery;

(2) Delivery at the destination (the seller is at greater risk);

③ FOB port of shipment (most commonly used).

1 1, CIF (customs value) = FOB)+ freight+insurance.

CIF price of imported equipment = price+international freight+foreign transportation insurance premium+bank finance fee+foreign trade handling fee+import duty+value-added tax+consumption tax.

12. The calculation basis of bank financial expenses is FOB.

The calculation basis of foreign trade fees and import taxes is CIF.

Consumption tax = FOB)+tariff /( 1- consumption tax rate) * consumption tax rate

The calculation basis of value-added tax is CIF)+ import tax+consumption tax.

13, social security and provident fund calculation basis = partial project cost+measures cost+other project cost-engineering equipment cost.

14, a high quota level means an increase in unit output, a decrease in consumption and a low cost per unit product.

15, project quota authority: national unified quota (national construction administrative department) → industrial unified quota (the State Council industrial administrative department) → regional unified quota (construction administrative departments of provinces, autonomous regions and municipalities directly under the Central Government) → supplementary quota → enterprise quota (basic quota, construction enterprise).

16, engineering construction quota summary table

17, the construction quota consists of labor quota, machinery quota and material quota.

18. Determination method of material consumption quota: field observation, laboratory test, statistical analysis and theoretical calculation. Methods of compiling labor quota: technical calculation, empirical estimation, statistical analysis and comparative analogy.

19, mechanical machine-team depreciation expense = mechanical budget price *( 1- residual value rate) * loan interest coefficient/total number of durable machine-teams.

20. Budget quota is the basis for calculating the price of construction and installation products.

2 1, investment estimation in each stage:

① Project planning stage (error is greater than 30%);

② Project proposal stage (the error is within 30%);

③ Preliminary feasibility study stage (the error is within 20%);

④ Feasibility study stage (the error is within 65438 00%).

22. Comparison of various stages of project cost

23, the total design budget is the highest limit of project construction investment. The design budget is divided into three levels: unit project budget, single project budget and construction project budget.

24, construction project budget preparation method:

(1) Budget quota method (extended unit price method);

(2) Budget estimate index method;

③ Similar to the engineering budget law.

25, after the implementation of the bill of quantities valuation, the construction drawing budget of the project subject to tender is shown as the tender control price (pre-tender estimate), and the performance of the construction enterprise is the tender offer.

26, construction drawing budget preparation methods are divided into unit price method and physical quantity method.

27. "Five unifications" in the compilation of partial bill of quantities: project code, project name, project characteristics, unit of measurement and engineering quantity.

28. The significance of the description of the characteristics of the bill of quantities: it is used to distinguish each specific bill item under the same bill item in the pricing specification.

29, t keep 3 decimal places;

m、㎡、m? , kg retains 2 decimal places;

A, a, root, group, system, rounding.

30. When the tender control price exceeds the approved budgetary estimate, the tenderer shall report it to the original budgetary estimate examination and approval department for examination.

3 1, the tender offer shall not be lower than the project cost. If the bidder's bid price is higher than the bidding control price, it will be rejected.

32. Classification of contract price adjustment: legal and regulatory changes, engineering changes, price changes, time limit for a project claims and other categories.

33. Calculation methods of claim cost: actual cost method, total cost method and revised cost method.

34, the preparation of completion settlement content:

(1) Project completion data (completion drawings, visas, verification list, increase of bill of quantities, notice of design change);

(2) Description of completion settlement;

(3) Completion settlement summary table (project settlement cost and technical and economic indicators of each unit);

(4) each unit project settlement table;

⑤ Summary of various expenses.

35, project price settlement:

(1) monthly statement;

(2) One-time settlement after completion (the construction period is less than 12 months or less than10 million yuan);

③ Settlement by sections;

④ Other settlement methods.

36, final accounts prepared by the construction unit, its contents include:

(1) Description of final accounts report (general situation of construction projects, major events, measures and effects of project cost management, basic situation of financial management, lessons learned and remaining problems);

(2) Final statements of completion (final financial statements and final financial statements of completion);

③ Comparative analysis of project cost.

37. The construction contract format:

(1) unit price contract (project priced by bill of quantities);

② General contract (small construction scale, low technical difficulty, short construction period and approved construction drawing design);

(3) Cost-plus-reward contract (emergency rescue and disaster relief, especially complicated construction technology).

38, the construction contract:

(1) contract agreement (overview, time limit for a project, quality standards, contract price, contract price form, project manager, composition of contract documents, commitments, and conditions for the contract to take effect);

(2) the general terms of the contract (general agreement, contractor, supervisor, claim, etc. );

③ Special contract terms;

(4) Attachment (1 1), including the list of engineering projects undertaken by the contractor, the list of materials and equipment supplied by the employer, and the project quality guarantee.

39. Interpretation sequence of contract documents: construction contract agreement → letter of acceptance → tender letter and its attachments → special contract terms and its attachments → general contract terms and requirements → drawings → priced bill of quantities or budget → other contract documents.

40. Calculation methods of claim cost: total cost method, revised total cost method and actual cost method.

4 1. If the project is completed and accepted, the actual completion date shall be the date when the contractor submits the application report for completion and acceptance. If the project passes the completion acceptance after modification as required by the Employer, the actual completion date shall be the date when the Contractor submits the modification to the Employer for acceptance. If there is any dispute, the completion date can be the date of completion acceptance. If the project is used by the employer without acceptance, the date of transfer of possession of the construction project shall be the completion date.

42, the construction contract dispute handling way:

1 reconciliation;

(2) Mediation (the third party such as construction administrative departments and trade associations);

(3) dispute review;

(4) Apply for arbitration or litigation (arbitration and litigation can only be selected).

43, the composition of legal system:

① Constitution → ② Laws (formulated by the National People's Congress and its Standing Committee and implemented by the state) → ③ Regulations (administrative regulations and local regulations). The State Council, local people's congresses at the provincial level) → ④ Rules (departmental rules and local government rules of the State Council) →→→→→→→ ⑤ Administrative normative documents (governments at all levels and their subordinate departments).

44. Composition of legal relationship: subject, object and content.

45, the category of legal liability:

(1) administrative legal responsibility;

(2) Civil legal liability (only equal to no more than the loss suffered by the victim);

③ Criminal legal responsibility (principle of legality);

(4) Economic legal liability (economic compensation, economic punishment).

46, bidding scope:

(1) Large-scale infrastructure and public utilities related to social public interests and public safety;

(2) Projects that are wholly or partially invested with state-owned funds or financed by the state;

(3) Projects that use loans or aid funds from international organizations or foreign governments.

47. Bidding methods: open bidding and invitation bidding.

48, winning conditions:

(1) can meet the comprehensive evaluation criteria specified in the tender documents to the maximum extent;

(2) It can meet the substantive requirements of the tender documents, and the evaluated tender price is the lowest, except that it is below the cost.

49. Form of contract:

(1) Written form (contract, letter and data message);

② Oral form;

③ Other forms.

50. Contents of the contract:

(1) The name and domicile of the party concerned;

2 goals;

③ quantity;

④ quality;

⑤ Price or remuneration;

⑥ Time limit, place and method of performance;

⑦ Liability for breach of contract;

(8) methods to solve disputes.

5 1. Settlement of contract disputes: mediation, mediation, arbitration and litigation.

52. Guarantee method:

(1) guarantee (general guarantee, joint guarantee);

2 mortgage (land ownership cannot be mortgaged);

③ Pledge (chattel pledge, power pledge);

4 lien;

⑤ Deposit (the maximum amount of deposit shall not exceed 20% of the subject matter of the main contract).

53. Agent type: entrusted agent, legal agent and appointed agent.

Two. Main feature categories

1, principle of budget quota: social average level, concise and applicable.

2, the project cost characteristics:

① large quantity;

② Personality;

③ Dynamic;

④ Hierarchy;

⑤ Compatibility.

3, the characteristics of the bill of quantities valuation specification:

(1) mandatory;

② practicality;

③ Competitive;

④ universality.

4, the characteristics of the construction contract:

(1) the particularity of the target;

② Long-term performance period;

③ Diversity and complexity of content;

④ Regulatory rigidity.

5, the characteristics of legal liability:

(1) Mandatory (supported by state institutions to ensure its implementation);

(2) It is expressly stipulated by law;

(3) It is the consequence of not fulfilling legal obligations.

6, the principle of legal responsibility:

(1) Legal liability;

2 responsibility;

(3) the principle that the illegal act is compatible with the legal responsibility;

④ Equivalence of responsibilities;

⑤ Pay attention to education.

7, the basic principles of contract law:

(1) The principle of equality and voluntariness;

(2) The principles of fairness, honesty and credit;

(3) Abide by laws and safeguard public interests;

④ The principle that a legally established contract is binding on the parties.

8. Principles to be followed in project cost activities: legality, fairness, objectivity, honesty and credibility.

Three. Functional meaning category

1, project cost:

① It is the basis of project decision-making;

② It is the basis for making investment plans and controlling investment;

(3) it is the foundation of financing;

(4) It is a means to rationally distribute interests and adjust industrial structure;

⑤ It is an important index to evaluate the investment effect.

2, engineering construction quota function:

(1) Save social labor and improve production efficiency;

(two) is conducive to fair competition in the construction market;

(3) Standardizing market behavior;

④ It is beneficial to improve the market information system.

3, the role of the bill of quantities:

(1) is the basis for compiling the project budget or the tender control price;

(2) It is the basis of the bidder's quotation;

③ Basis for determining and adjusting the contract price;

(4) It is the basis for calculating engineering quantity and paying project funds;

(5) It is the basis of project settlement and project claim.

Four. Time node class

1. If the tender control price announced by the bidder to the tenderer is not compiled according to the specifications, it shall complain to the tender supervision institution and the project cost management institution within 5 days after the tender control price is announced. The institution shall complete the review within 10 days after accepting the complaint. When the error between the evaluation conclusion of the tender control price and the original published tender control price is greater than 3%, the tenderer shall be instructed to correct it.

2. The advance payment ratio shall not be lower than 10% of the contract price (excluding the provisional amount) and not higher than 30%. The Employer shall verify the payment application within 7 days after receiving it, issue the prepayment payment certificate to the Contractor, and pay the prepayment within 7 days after issuing the certificate. If the employer fails to pay the advance payment within 7 days after the expiration of the advance payment, the contractor shall suspend the construction from the eighth day.

3. The Employer shall pay not less than 60% of the total cost of safety and civilized construction measures in the current construction schedule within 28 days after the project starts, and the rest shall be paid at the same time as the progress payment.

4. The payment proportion of the progress payment shall be calculated according to the contract, and the total settlement price on schedule shall be no less than 60% and no more than 90%. The Employer shall review the payment application within 14 days after receiving it, issue the prepayment payment certificate to the Contractor, and pay the progress payment within 14 days after issuing the certificate. If the Employer fails to issue the progress payment certificate within the time limit, it shall be deemed as a breach of contract. The Contractor may send a dunning notice to the Employer, and the Employer shall pay the progress payment within 14 days after receiving the dunning notice.

5. The deadline for bidding is the project subject to tender, and 28 days before the signing of the contract is the base date of the project not subject to tender. The Employer shall bear the subsequent risks that experienced contractors cannot reasonably foresee in the bidding stage.

6, the contractor shall, within 28 days after knowing or should know the claim, submit a notice of claim intention to the employer, explaining the cause of the claim. If the contractor fails to send the notice of claim intention within the time limit, it will lose the right to claim. Within 28 days after the notice of claim is issued, the contractor shall formally submit a claim report to the supervisor. Within 28 days after the claim event, the contractor shall submit the final claim report to the supervisor. The supervisor shall complete the review and submit it to the employer within 14 days after receiving the claim report, and the employer shall issue the claim settlement result signed by the employer to the contractor within 28 days after receiving the claim report. If the employer fails to reply within the time limit, it shall be deemed as the default acceptance.

7. If the contractor fails to submit the completion settlement documents within the time stipulated in the contract and fails to submit them within 14 days after being urged by the employer, the employer has the right to prepare the completion settlement documents according to the existing data.

8. Settlement review: The Employer shall review the completion settlement documents submitted by the Contractor within 28 days, and the Contractor shall supplement the information within 28 days after receiving the review opinions. If the Employer and the Contractor have no objection to the review results, they shall sign the completion settlement documents within 7 days. If the Employer entrusts a cost consulting organization to audit the completion settlement, the Contractor shall submit the audit conclusion or explanation of different opinions to the project cost consulting organization within 14 days.

9. The Employer shall review the application for completion settlement payment submitted by the Contractor within 7 days after receiving it, and issue the certificate of completion settlement payment. The employer shall pay the settlement money to the contractor within 14 days after issuing the certificate. If the employer fails to pay in time, it shall pay liquidated damages according to the benchmark interest rate of similar loans announced by the People's Bank of China in the same period; If the payment is overdue for more than 56 days, the liquidated damages shall be paid at double interest rate.

10. The "defect liability period" is generally 6- 12 months. For all or part of the construction projects invested by the government, the deposit shall be reserved according to the proportion of about 5% of the total project price settlement.

1 1. Within 30 days after the bid-winning notice is issued, the winning bidder shall sign an engineering contract (construction contract) with the construction unit according to the bidding documents and bidding documents.

12. The contractor shall submit an application for change evaluation to the supervisor within 14 days after receiving the change instruction. The supervisor shall complete the review within 7 days after receiving the application and submit it to the employer. The employer shall complete the examination and approval within 14 days after the contractor submits the application. Failing to apply within the time limit shall be regarded as breach of contract.

13. If the tenderer makes necessary clarifications and amendments to the tender documents, it shall notify all recipients of the tender documents in writing at least 05 days before the deadline for submission of bids specified in the tender documents. From the date of issuing the tender documents to the date of submission of the tender documents by the bidder, the shortest time is not less than 20 days.

14 the measures for the administration of construction contracts and contract valuation shall be implemented from February 14.

15, the Measures for the Management of Construction Project Cost in Jiangsu Province was formally implemented on 20 10.

16, the time limit for the construction unit to apply for extension of construction is 2 times, and the sum of the extension times shall not exceed half a year, and each time shall not exceed 3 months.

17. If the project cannot be completed and accepted within the specified time limit due to the reasons of the Employer, the project will automatically enter the defect liability period 90 days after the contractor submits the completion report.

Verb (abbreviation of verb) is a key category that is easy to make mistakes.

1. A new construction project whose value of fixed assets exceeds 3 times of the original fixed assets is a new one.

2, the project cost consulting enterprise qualification is valid for 3 years.

3. The working capital is 30% of the working capital, which does not constitute the total cost of the construction project.

4. The inspection and test fee in the enterprise management fee does not include the test fee for new structures and new materials. The inspection expenses shall be borne by the construction unit and shall be charged in other expenses of engineering construction.

5, profits should be included in the partial projects and measures.

6. Measures The project cost occurs before and during the project construction.

7. The temporary valuation of materials in other project costs is considered in the comprehensive unit price of the list, not included in the summary of temporary valuation. The tentative amount shall not exceed 10% of part of the project cost.

8. Other project cost refers to the cost of sporadic projects or work other than construction drawings.

9. In the tender of bill of quantities, the owner bears the risk of changes in quantities, and the contractor bears the risk of project price fluctuations.

10, mortar, concrete mixer according to the group, with mechanical machine-team output calculation group output, does not increase the mechanical amplitude difference.

1 1. The unit project budget for new construction and expansion shall use the construction project unit valuation table or the construction project budget quota. Reconstruction projects with a building area of less than 300㎡ (both demolition projects and new projects) use the budget quota of housing reconstruction projects or refer to the budget quota of construction projects.

12. The Employer will not measure the construction or rework quantities beyond the scope of the contract works due to the Contractor.

13. The number of days that the tenderer compresses the construction period shall not exceed 30% of the fixed construction period, and the overtime fee shall be explicitly increased in the bidding documents.

14. If the Employer has any objection to the project quality, and the project has been completed and accepted, or it has been completed but not accepted but actually put into use, the quality dispute shall be implemented according to the project warranty contract, and the final accounts for completion shall be handled. If the project is not put into use, or the project is stopped or stopped, both parties will entrust the disputed part for inspection, and the completion settlement of the uncontroversial part will be handled according to the contract.

15. In the audit of final accounts of national capital construction projects, the settlement of construction and installation projects is randomly selected, and the spot check area is not less than 15% of the completion amount of construction and installation. Spot checks focus on unit projects with a large amount of over-estimated budget.

16, the subject of a construction contract can only be a legal person.

17, bidding is an invitation to offer; Bidding is an offer; The letter of acceptance is a promise.

18, the supervisor has no right to modify the contract, and has no right to cancel or exempt the contractor from any responsibilities and obligations stipulated in the contract.

19, both the owner and the supervisor can propose changes. The change orders are issued by the supervisor, and the consent of the employer shall be obtained before the supervisor issues the change orders. Without permission, the contractor shall not change any part of the project without authorization.

20. After the contractor receives the completion payment certificate according to the agreement of the completion settlement audit, before the project acceptance certificate is issued, it shall be deemed as having no right to make any claim.

2 1, the construction contract of the construction project is invalid, but the construction project has passed the completion acceptance, and the contractor's request to pay the project price according to the contract should be supported.

22. The use of the project by the construction unit is not only the recognition of the project quality. In addition, the minimum warranty period of the foundation and main structure is the reasonable service life of the project, that is, the lifetime warranty.

23. If the substantive contents of the construction contract concluded by the parties for the same construction project are inconsistent with the bid-winning contract for the record, the bid-winning contract for the record shall be used as the basis for settlement of the project price.

24. If two or more units with different qualification levels jointly contract the project, the project shall be contracted according to the business license of the unit with low qualification level. The implementation of general contracting, the construction of the main structure of the construction project must be completed by the general contracting unit.

25. The number of members of the bid assessment committee is odd, with more than 5 people, composed of experts in technology and economy (the total number is not less than two thirds of the members).

26. If the party providing the standard terms exempts the other party from liability, aggravates the other party's liability or excludes the other party's main rights, the standard terms in the contract are invalid. If there are more than two interpretations of the standard terms, an interpretation that is unfavorable to the party providing the standard terms shall be made.

27. If the contract changes signed by both parties or other agreements signed separately are inconsistent with the construction contract for the record, the contract for the record shall be used as the basis for project settlement and audit.

28, shipped to the construction site to be installed engineering materials and equipment, no matter by which party custody, should be handled by the employer insurance.

29. In the consumption quota, turnover materials are expressed by the one-time consumption of materials.

30. The screening method is suitable for residential projects or projects that do not have comprehensive evaluation conditions. Its advantages are easy to understand, easy to master, quick to review and quick to find problems.

3 1. When the objective situation of the construction project has changed significantly after the conclusion of the contract, which is not a commercial risk and cannot be foreseen when the parties conclude the contract, the parties may refer to the principle of changed circumstances and request the people's court to change or terminate the contract.

32. The evidence of claim shall be true, comprehensive, relevant, timely and legally effective.

33. Although the construction contract of the construction project concluded through bidding has passed the acceptance, but the project price agreed in the contract is lower than the cost price, and the employer requests to make settlement with reference to the price agreed in the contract, the contract is invalid and the people's court supports it.

34. China's engineering cost management institutions include three systems: government administrative management system, enterprise and institution management system and trade association management system.

35. For the arched roof or the top floor with available space, when the horizontal area of the part with clear height exceeding 2. 1m reaches more than 50% compared with the building area of the standard floor, the number of floors can be calculated.

36, the bill of quantities project coding classification:

(1) Appendix classification code;

(2) the appendix chapter sequence code;

③ Appendix part sequence code;

④ List item name sequence code.

37. If the transfer price does not reach the guidance price of the trading place or 70% of the market transaction price, it can generally be considered as obviously unreasonable low price.

38, 20 14 board new quota:

① Class I work: 85 yuan/working day;

② Class II workers: 82 yuan/working day;

③ Three types of work: 77 yuan/working day.

39. The comprehensive review method (comprehensive, meticulous, high quality, heavy workload, consuming manpower and time) should be adopted for the construction drawing budget with simple building structure and technology, small engineering quantity and few partial items.

40. When the variation range of the engineering quantity of the bill of quantities project exceeds 10%, and its influence on the construction cost of partial projects exceeds 0. 1%, the beneficiary shall request to adjust the construction price within the time agreed in the contract.

6. Formula category

1. Composition of labor cost: bonus and special plan (reward for iron secretary)

2. Material cost composition: original purchase, original consumption and original transportation (good luck)

3. Usage fee of construction machines and tools: MC.

4. Construction machinery use fee: discount tax for burning people (Zhejiang University often sleeps).

5. Enterprise management fee: insurance tax for three workers (manager's salary/trade union funds/employee education funds), financial inspection and labor office (insurance tax for three workers, severance of husband).

6. Cost Composition: Pollution Insurance Company (Five Guarantees Company)

7. tax: industry, city and land (also the jade emperor)

8. Project cost of measures: The super-big feet were measured all night in the second winter (it took all night to measure the super-big feet in the second winter).

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