基于D-B总承包模式的招标与评标方法研究
|
摘要
D-B总承包模式的关键技术是如何进行招标和评标。我国法律法规对D-B总承包模式的招标和评标方法暂时没有明确规定。因此,在招标和评标过程中,招标和评标方法需要进一步明确。不同的招标和评标方法产生不同的评价结果,为科学评价投标单位竞争力、提高项目的投资效益以及促进资源的合理配置,本论文将对D-B总承包模式的招标和评标方法进行系统研究。
本论文通过参考国内外对D-B总承包模式的研究文献、FIDIC合同条件(黄皮书)以及国内外实际案例分析等,深入分析了D-B总承包模式的核心部分(业主规定),并结合我国的建设项目环境,提出了国内D-B总承包建设项目的业主规定、招标方法,确定了国内D-B总承包建设项目的评标指标体系、指标权重和评标方法。
选择应用D-B总承包模式,评出最有价值(商务合理、技术先进、管理科学)的承包商,可以大大提高业主的投资效益。本论文提出的招标和评标方法,充分考虑了总承包商的投标报价和工期、技术实力、管理水平。对D-B总承包建设项目进行科学合理的招标与评标,使有实力的总承包商发挥其商务、技术、管理优势,使综合实力最强的总承包商中标,可以提高我国工程建设项目的管理水平。
The technology key of design-build delivery systems is how to proceed and how to evaluate the bid. There are not specific evaluation methods in China's laws and regulations to design-build delivery systems. It is necessary to be defined of the evaluation process, evaluation criteria, and the evaluation index system and evaluation method. Different methods of evaluation produce different results. Methods of tender evaluation in design-build delivery systems will be study in this paper for evaluating competitiveness of bidding units, improving relevant laws and regulations, improving returns on investment projects and promoting the rational allocation of resources.
In this paper, both at home and abroad by referring to design-build delivery systems research literature, FIDIC conditions of contract and actual case studies at home and abroad and so on, made to adapt to the domestic construction of the design-build delivery systems and the specific details of the tendering procedure;-depth analysis of design-build delivery systems the core of the (owners of the content of the provisions), and combining the characteristics of China's project environment, put forward a design-build delivery systems General Contracting owner applies to the provisions of the domestic content requirements, construction of the domestic general contracting design-build delivery systems, the establishment of the domestic design-build delivery systems evaluation procedures and evaluation model.
The owners can greatly enhance investment returns by selecting the application of design-build delivery systems and the most valuable contractor ( business reasonable;advanced technology;management science), scientific management. This paper presents the evaluation of the tender procedures and model of giving full consideration to the tender offer, the tender period, the contractor's technical and overall strength. Carrying on the bid and tender evaluation with rational science,which can make the strong contractor play its technological advantage and make the contractor with the most comprehensive strength win the bid.So it has improved the management level of construction project of our country.
本论文通过参考国内外对D-B总承包模式的研究文献、FIDIC合同条件(黄皮书)以及国内外实际案例分析等,深入分析了D-B总承包模式的核心部分(业主规定),并结合我国的建设项目环境,提出了国内D-B总承包建设项目的业主规定、招标方法,确定了国内D-B总承包建设项目的评标指标体系、指标权重和评标方法。
选择应用D-B总承包模式,评出最有价值(商务合理、技术先进、管理科学)的承包商,可以大大提高业主的投资效益。本论文提出的招标和评标方法,充分考虑了总承包商的投标报价和工期、技术实力、管理水平。对D-B总承包建设项目进行科学合理的招标与评标,使有实力的总承包商发挥其商务、技术、管理优势,使综合实力最强的总承包商中标,可以提高我国工程建设项目的管理水平。
The technology key of design-build delivery systems is how to proceed and how to evaluate the bid. There are not specific evaluation methods in China's laws and regulations to design-build delivery systems. It is necessary to be defined of the evaluation process, evaluation criteria, and the evaluation index system and evaluation method. Different methods of evaluation produce different results. Methods of tender evaluation in design-build delivery systems will be study in this paper for evaluating competitiveness of bidding units, improving relevant laws and regulations, improving returns on investment projects and promoting the rational allocation of resources.
In this paper, both at home and abroad by referring to design-build delivery systems research literature, FIDIC conditions of contract and actual case studies at home and abroad and so on, made to adapt to the domestic construction of the design-build delivery systems and the specific details of the tendering procedure;-depth analysis of design-build delivery systems the core of the (owners of the content of the provisions), and combining the characteristics of China's project environment, put forward a design-build delivery systems General Contracting owner applies to the provisions of the domestic content requirements, construction of the domestic general contracting design-build delivery systems, the establishment of the domestic design-build delivery systems evaluation procedures and evaluation model.
The owners can greatly enhance investment returns by selecting the application of design-build delivery systems and the most valuable contractor ( business reasonable;advanced technology;management science), scientific management. This paper presents the evaluation of the tender procedures and model of giving full consideration to the tender offer, the tender period, the contractor's technical and overall strength. Carrying on the bid and tender evaluation with rational science,which can make the strong contractor play its technological advantage and make the contractor with the most comprehensive strength win the bid.So it has improved the management level of construction project of our country.
引文
[1]张水波,何伯森.工程建设“设计-建造”总承包模式的国际动态研究[J].土木工程学报,2003.(3)35-36
[2]郝红心.设计-施工总承包是建造业发展的必由之路[J].山西科技,2004. (3):2-6
[3]中国土木工程学会建筑市场与招标投标分会编.建筑市场招标与投标,1995-1999
[4]建设部文件.关于培育发展工程总承包和工程项目管理企业的指导意见.2003.2
[5]骨善林.基于总承包模式的工程项目管理研究[D].重庆大学硕士学位论文,2004(12):5-26
[6]孙继德.项目总承包模式[J].土木工程学报,2003(9):21-35
[7]工程总承包有关题探讨[J].中国勘察设计,2006(4):42-56
[8]于英川.现代决策理论与实践[M].北京:科学出版社,2005:17-18
[9]袁剑波.施工招标的模型和方法研究[J].中国公路学报,2000(6)28-31
[10]中华人民共和国主席令第第二十一号,中华人民共和国招标投标法,2000.1
[11] Molenaar,K.R.,Songer,A.D.,and Barash,M.,(1999).“Public SectorDesign/Build Evolution and Performance”J.Mgmt.in Engrg.,ASCE,15(2),54-62
[12] Chan,A.P.C.,and Ho,D.C.K.(2001).“Design and build project success factors:Multivariate analysis.”J.Constr.Engrg.and Mgmt.,ASCE,127(2),93-100
[13] Palaneeswaran,E.,and Kumaraswamy,M.M.(2000).“Contractor sefor design/ build projects.”J.Constr.Engrg.and Mgmt.,ASCE,1331-339
[14] Alsuggalr,A.B.(1999).“Framework for evaluating bids of constcontractors.”J.Mgmt.in Engrg.,ASCE,15(2),72-78
[15] Herbsman,Z.J.,Chen,W.T.,and Epstein,W.C.(1995).“Time is mInnovative contracting methods in highway construction.”J.Constr.and Mgmt.,ASCE,121(3), 273-281
[16] Herbsman,Z.J.(1995).“A+B bidding method—Hidden success stohighway construction.”J.Constr.Engrg.and Mgmt.,ASCE,121(4),43
[17] Potter,K.J.,and Sanvido,V.(1994).“Design/build prequalification sy63J.Mgmt.in Engrg.,ASCE,10(2).48-56
[18] Potter,K.J.,and Sanvido,V.(1995).“Implementing a designprequalificationsystem.”J.Mgmt.in Engrg.,ASCE,11(2),30-34
[19] Bubshalt,A.A.,and Al-Goball.K.H.(1996).“Contractor prequalifica Saudi Arabia.”J.Mgmt.in Engrg.,ASCE,12(2),50-54
[20] Opfer,N.D.,Son,J.,and Korman,T.(2002).“Public sector designselection criteria.”AACE International Transactions.,PM.04.1-PM.04.7
[21] Pack,J.H.,Lee,Y.W.,and Napier,T.R.(1992).“Selection of designproposal using fussy-logic system.”J.Constr.Engrg.and Mgmt.,A118(2),303-317
[22] Ndekugrl,I.,and Turner,I.(1994).“Building procurement by desigbuild approach.”J.Constr.Engrg.and Mgmt.,ASCE,120(2).243-256
[23] Napthine,R.,and Smart,R.(1995).“Design and build-Lessons frUK channel tunnel terminal.”Proc.Instn Civ.Engrs,Civ.EngngAug.,123-130
[24] Gouglas D.Gransberg,Keith Molenaar.(2004).“Analysis of Owner’s Designand Construction Quality Management Approaches in Design/BuildProjects”J.Mgmt. in Engrg.,ASCE,20(4),162-169
[25] Molenaar,K.R.,and Gransberg,D.D.(2001).“Design-builder selectsmall highway projects.”J.Mgmt.in Engrg.,ASCE,17(4),214-223
[26] Keith R.Molenaar and Brian J.Saller.(2003).“Educational Needs Assessmentfor Design/Build Project Delivery”Journal of Professinal In EngineeringEducation Practice.,ASCE,129(2),106-114
[27] Authony D.Songer,C.William Ibbs and Thomas R.Napier.(1994).“ProcessModel for Public Sector Design-Build Planning”J.Constr.Engrg.andMgmt.,ASCE,120 (4), 857-874
[28] Keith R.Molenaar and Douglas E.Johnson.(2003).“Engineering the Procurement Phase to Achieve Best Value”Journal of Leadership and Management in Engineer- ing.,137-141
[29] Gransberg,D.D.,andSenadheera,S.P.(1999).“Design-Build Contract Award Methods for Transportation Project”Journal of TransportationEngineering.,565- 567
[30] Gurry,W.W.,(1995).“Document Design-Build”Journal of CivilEngineering., 47- 49
[31]张水波等.FIDIC新版合同条件的特点与应用范围[J].中国港湾建设,2001
[32]张宗濂.香泗铁路工程总承包得失之我见[J].有色金属设计与研究,1996,17(2)
[33]苏鸿.柳州双冲桥项目勘查设计施工总承包的招标实践[J].广西交通科技,2002.101(27)
[34]李卓,常陆军.工程总承包理论若干重要问题的探讨[J].建筑,2005,第3期
[35]国务院颁布《国务院关于投资体制改革的决定》.2004
[36]国际咨询工程师联合会(FIDIC).中国工程咨询协会编译(《生产设备计一施工合同条件》(1999年第一版) [M].机械工业出版社,2002
[37]王砚,郑荣跃.我国发展工程总承包问题研究[J].价值工程,2005,第12期
[38]张毅.工程项目建设指南[M].北京:中国建筑工业出版社,2003
[39]交通部.交通部关于改进公路工程施工招标评标方法的指导意见[J].中国公路,2005(1):33-34
[40]袁剑波.公路经济学教程[M].北京:人民交通出版社,2002:85-86
[41]刘怡,张子刚.基于模糊层次分析法的工作流任务排序研究[J].算机集成制造系统,2006,12(5):687-701
[42]王延军,赵新泽,陈洪军.基于模糊层次分析法的切削液配方方案优选研究[J].润滑与密封,2006,181(9):148-151
[43]成虎著.工程项目管理[M].(第二版)中国建筑工业出版社,2002
[44]刘雯、何伯森等编著.FIDIC99年新版合同条件的特点与比较[M].建设2000(2)
[45]罗党.灰色决策问题分析方法[M].郑州:黄河水利出版社,2005:15-26
[46]邓聚龙.灰色系统理论教程[M].武汉:华中理工大学出版社,1990:23-46
[47]姜启源.数学模型[M].北京:高等教育出版社,1992:6-9
[48]楼世博.模糊数学[M].北京:科学出版社,1985:67-92
[49]于飞.关于搞好施工总承包的思考[J].施工企业管理,2004,第6期
[50]中华人民共和国建筑法,1998.3
[2]郝红心.设计-施工总承包是建造业发展的必由之路[J].山西科技,2004. (3):2-6
[3]中国土木工程学会建筑市场与招标投标分会编.建筑市场招标与投标,1995-1999
[4]建设部文件.关于培育发展工程总承包和工程项目管理企业的指导意见.2003.2
[5]骨善林.基于总承包模式的工程项目管理研究[D].重庆大学硕士学位论文,2004(12):5-26
[6]孙继德.项目总承包模式[J].土木工程学报,2003(9):21-35
[7]工程总承包有关题探讨[J].中国勘察设计,2006(4):42-56
[8]于英川.现代决策理论与实践[M].北京:科学出版社,2005:17-18
[9]袁剑波.施工招标的模型和方法研究[J].中国公路学报,2000(6)28-31
[10]中华人民共和国主席令第第二十一号,中华人民共和国招标投标法,2000.1
[11] Molenaar,K.R.,Songer,A.D.,and Barash,M.,(1999).“Public SectorDesign/Build Evolution and Performance”J.Mgmt.in Engrg.,ASCE,15(2),54-62
[12] Chan,A.P.C.,and Ho,D.C.K.(2001).“Design and build project success factors:Multivariate analysis.”J.Constr.Engrg.and Mgmt.,ASCE,127(2),93-100
[13] Palaneeswaran,E.,and Kumaraswamy,M.M.(2000).“Contractor sefor design/ build projects.”J.Constr.Engrg.and Mgmt.,ASCE,1331-339
[14] Alsuggalr,A.B.(1999).“Framework for evaluating bids of constcontractors.”J.Mgmt.in Engrg.,ASCE,15(2),72-78
[15] Herbsman,Z.J.,Chen,W.T.,and Epstein,W.C.(1995).“Time is mInnovative contracting methods in highway construction.”J.Constr.and Mgmt.,ASCE,121(3), 273-281
[16] Herbsman,Z.J.(1995).“A+B bidding method—Hidden success stohighway construction.”J.Constr.Engrg.and Mgmt.,ASCE,121(4),43
[17] Potter,K.J.,and Sanvido,V.(1994).“Design/build prequalification sy63J.Mgmt.in Engrg.,ASCE,10(2).48-56
[18] Potter,K.J.,and Sanvido,V.(1995).“Implementing a designprequalificationsystem.”J.Mgmt.in Engrg.,ASCE,11(2),30-34
[19] Bubshalt,A.A.,and Al-Goball.K.H.(1996).“Contractor prequalifica Saudi Arabia.”J.Mgmt.in Engrg.,ASCE,12(2),50-54
[20] Opfer,N.D.,Son,J.,and Korman,T.(2002).“Public sector designselection criteria.”AACE International Transactions.,PM.04.1-PM.04.7
[21] Pack,J.H.,Lee,Y.W.,and Napier,T.R.(1992).“Selection of designproposal using fussy-logic system.”J.Constr.Engrg.and Mgmt.,A118(2),303-317
[22] Ndekugrl,I.,and Turner,I.(1994).“Building procurement by desigbuild approach.”J.Constr.Engrg.and Mgmt.,ASCE,120(2).243-256
[23] Napthine,R.,and Smart,R.(1995).“Design and build-Lessons frUK channel tunnel terminal.”Proc.Instn Civ.Engrs,Civ.EngngAug.,123-130
[24] Gouglas D.Gransberg,Keith Molenaar.(2004).“Analysis of Owner’s Designand Construction Quality Management Approaches in Design/BuildProjects”J.Mgmt. in Engrg.,ASCE,20(4),162-169
[25] Molenaar,K.R.,and Gransberg,D.D.(2001).“Design-builder selectsmall highway projects.”J.Mgmt.in Engrg.,ASCE,17(4),214-223
[26] Keith R.Molenaar and Brian J.Saller.(2003).“Educational Needs Assessmentfor Design/Build Project Delivery”Journal of Professinal In EngineeringEducation Practice.,ASCE,129(2),106-114
[27] Authony D.Songer,C.William Ibbs and Thomas R.Napier.(1994).“ProcessModel for Public Sector Design-Build Planning”J.Constr.Engrg.andMgmt.,ASCE,120 (4), 857-874
[28] Keith R.Molenaar and Douglas E.Johnson.(2003).“Engineering the Procurement Phase to Achieve Best Value”Journal of Leadership and Management in Engineer- ing.,137-141
[29] Gransberg,D.D.,andSenadheera,S.P.(1999).“Design-Build Contract Award Methods for Transportation Project”Journal of TransportationEngineering.,565- 567
[30] Gurry,W.W.,(1995).“Document Design-Build”Journal of CivilEngineering., 47- 49
[31]张水波等.FIDIC新版合同条件的特点与应用范围[J].中国港湾建设,2001
[32]张宗濂.香泗铁路工程总承包得失之我见[J].有色金属设计与研究,1996,17(2)
[33]苏鸿.柳州双冲桥项目勘查设计施工总承包的招标实践[J].广西交通科技,2002.101(27)
[34]李卓,常陆军.工程总承包理论若干重要问题的探讨[J].建筑,2005,第3期
[35]国务院颁布《国务院关于投资体制改革的决定》.2004
[36]国际咨询工程师联合会(FIDIC).中国工程咨询协会编译(《生产设备计一施工合同条件》(1999年第一版) [M].机械工业出版社,2002
[37]王砚,郑荣跃.我国发展工程总承包问题研究[J].价值工程,2005,第12期
[38]张毅.工程项目建设指南[M].北京:中国建筑工业出版社,2003
[39]交通部.交通部关于改进公路工程施工招标评标方法的指导意见[J].中国公路,2005(1):33-34
[40]袁剑波.公路经济学教程[M].北京:人民交通出版社,2002:85-86
[41]刘怡,张子刚.基于模糊层次分析法的工作流任务排序研究[J].算机集成制造系统,2006,12(5):687-701
[42]王延军,赵新泽,陈洪军.基于模糊层次分析法的切削液配方方案优选研究[J].润滑与密封,2006,181(9):148-151
[43]成虎著.工程项目管理[M].(第二版)中国建筑工业出版社,2002
[44]刘雯、何伯森等编著.FIDIC99年新版合同条件的特点与比较[M].建设2000(2)
[45]罗党.灰色决策问题分析方法[M].郑州:黄河水利出版社,2005:15-26
[46]邓聚龙.灰色系统理论教程[M].武汉:华中理工大学出版社,1990:23-46
[47]姜启源.数学模型[M].北京:高等教育出版社,1992:6-9
[48]楼世博.模糊数学[M].北京:科学出版社,1985:67-92
[49]于飞.关于搞好施工总承包的思考[J].施工企业管理,2004,第6期
[50]中华人民共和国建筑法,1998.3