At present, many construction enterprises are generally willing to invest a lot of manpower and material resources in the project bidding stage to do a good job in project bidding and quotation, and relax the dynamic tracking management of project cost. Many project departments basically have no cost departments or personnel, and the pre-settlement personnel at the company level prepare the project completion settlement when the project is completed. In this case, the preparation of project completion settlement often has the following problems:
1. Because the pre-settlement personnel at the company level are not very familiar with the project site conditions, they often only carry out the valuation according to the descriptions of the construction personnel of the project department or the written materials of the project. The construction personnel at the site generally do not have the professional knowledge of the project cost, and the provided site conditions are often not comprehensive enough or the valuation basis is not firm, which often leads to the underestimation and omission of the completion settlement.
2. Many projects often have a large number of changes or visas in the process of project implementation. Because there are no cost personnel in the project department, these changes or visas are generally prepared by the company's budget and settlement personnel. However, the company's pre-settlement personnel have to undertake the work of project quotation, settlement and visa change of the whole company, and the workload is relatively large, so they often can't provide quotations in time. Therefore, the problems in the change of visa or visa can not be found in time, and it is often too late to find out the problems to make up until the settlement is completed.
3. Because there are no pre-settlement personnel in the project site, and the engineering data personnel do not have the professional knowledge of the project cost, the cost factor is often not considered when compiling the engineering data, so the engineering data compiled by them can not provide effective valuation support for the project cost.
If the project site is equipped with full-time pre-settlement personnel, the pre-settlement personnel will track the whole construction process and provide cost services for the whole project, which not only avoids the unfamiliarity of the company's pre-settlement personnel with the site conditions, but also provides timely audit for site changes or visas. More importantly, they can review and guide the engineering data compiled by librarians from the perspective of cost, so that the engineering data compiled by librarians can become a powerful basis for pricing. Therefore, strengthening project site cost management and providing full-time cost personnel play an important role in improving the compilation quality of project completion settlement.
Two, the basis of completion settlement is to improve the professional level of cost personnel.
The professional level and quality of project cost personnel will directly affect the quality of the preparation of completion settlement, so it is the responsibility of construction enterprises and project departments to let cost personnel participate in business study and training in time. However, in actual work, many cost personnel are stationed in the project site for a long time, and their information is blocked, and they have poor communication with the outside world, so there are not many opportunities to participate in training and learning, which leads to the failure to update the knowledge structure and professional information in time, which affects the quality of project settlement to some extent.
1, the construction enterprise or project department should reasonably arrange the working hours and workload of the cost personnel and actively create favorable conditions and opportunities for the training and learning of the cost personnel. Through study and training, cost personnel should not only master the professional abilities such as the application and conversion of quota subtitle, but also have the ability to use quota principle to make their own pricing.
2. As a qualified cost personnel, you should keep abreast of the latest trends and cost information of new materials, new processes and new technologies, grasp and understand the project quota and valuation documents issued by the cost management department at the first time, and accurately use the valuation basis to prepare the construction drawing budget and completion settlement.
3, cost personnel should also have the ability to accurately understand and use the terms of the contract, engineering data, cost quota for engineering visa, engineering claim, know how to use claim skills for cost claim.
In work practice, many cost personnel lost many opportunities for study or training due to their busy work, especially after the promulgation of new quotas and new specifications, because they failed to participate in business training in time, their understanding of the new quotas was not thorough and accurate, and they were not familiar with the charging methods and rate standards. In the preparation of project budget or final settlement, the calculation method of engineering quantity is often incorrect, and the work content and scope of quota subtitle are not clear, which leads to the low quality of project settlement preparation. What should be counted is not counted, what should not be counted, and what should be multiplied by the fixed subtitle coefficient is not multiplied, and so on. As a result, what we should get is not obtained, which will be greatly discounted in the settlement audit, not only the cost and profit of enterprise investment are not obtained, but also some audit expenses are borne. Therefore, enterprises should pay attention to the professional training of cost personnel, improve their professional level, and thus improve the compilation quality of project completion settlement.
Three, the basic requirement for the preparation of the completion settlement is to be familiar with the technical information and bidding information.
Engineering construction is a construction process from scratch. Because it involves a wide range of society and has a long construction period, its cost is characterized by stages, dynamics and individual differences. Therefore, before compiling the completion settlement, we must deeply understand the technical differences and engineering changes in different stages of the project, so as to compile the completion settlement completely and truly.
1, engineering settlement personnel must carefully read the tender documents and materials, carefully review the quotation range, project content and construction method contained in the tender offer, and compare whether it is consistent with the actual construction. If there is any discrepancy, it should be adjusted according to the contract when preparing for settlement. Many cost personnel often ignore this difference, resulting in the loss of the company's due interests.
2. To understand the price difference between labor, materials, machinery and bidding in the construction process, as well as the policy adjustment issued by the competent department of the state or local government, and adjust the contract price according to the adjustment method agreed in the contract. If you don't understand this difference, you can't adjust the price difference.
3. If it is a list project, it is necessary to understand the difference between the bill quantity and the actual construction drawing quantity, and adjust it according to the facts at the time of settlement. Understand the coverage and boundary division of the bidding documents, and whether there are differences between the construction drawing design and the description of the bill of quantities in the bidding documents. If so, the differences and construction contents outside the list should be included in the settlement.
Four, the premise of completion settlement is to establish material price ledger and collect cost information.
A good completion settlement not only needs the basic professional ability of cost personnel, but also needs the corresponding parameters to support it. Without these conditions, such as the price of materials and the consumption level of materials, a complete completion settlement cannot be formed. General cost personnel often only rely on the relevant guidance price or consumption index issued by the government management department to prepare the settlement, while the price information issued by the government cost management department is generally determined according to the market situation and various factors, which cannot reflect the management level of the enterprise itself.
1. Each department of the project department shall, according to the division of responsibilities, establish various price or resource consumption accounts within their respective work scope, and finally, the cost department shall screen and summarize them as the basis for preparing the completion settlement. For example, the material purchasing department should compile a monthly material report and tabulate and register all kinds of materials according to the information, so that the project budget and final accounts personnel can clearly and accurately understand the material price information and usage quantity of the whole project, formulate a more reasonable material settlement unit price accordingly, and also clearly understand the actual consumption of materials, and analyze the unreasonable consumption indicators in the quota accordingly.
2. Complete and rich settlement materials can not only ensure the completeness and accuracy of settlement contents, but also avoid too many disputes in the audit process and provide sufficient basis for problems in settlement. The compilation quality of completion settlement depends on the compilation basis and the accumulation of original data, mainly including bidding documents, project contracting contracts, commencement and completion reports, design drawings, design change procedures, on-site visa forms, price confirmation, meeting minutes, acceptance reports and acceptance sheets, other construction materials, original construction drawing budget and quotation, and list of materials and equipment provided by Party A, etc. The collection and arrangement of these materials can ensure that the project settlement is based on facts, prevent the occurrence of going through the motions or fictional facts, and avoid the phenomenon of supplementing relevant certification materials after completion.