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Project organization and management
The outline of the textbook for registered consulting engineers summarizes the organization of engineering project management, engineering project bidding management, engineering project contract management, etc.
Edited at 2024-02-29 11:12:16
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Project organization and management
- bacteria
This is a mind map about bacteria, and its main contents include: overview, morphology, types, structure, reproduction, distribution, application, and expansion. The summary is comprehensive and meticulous, suitable as review materials.
- Plant asexual reproduction
This is a mind map about plant asexual reproduction, and its main contents include: concept, spore reproduction, vegetative reproduction, tissue culture, and buds. The summary is comprehensive and meticulous, suitable as review materials.
- Reproductive development of animals
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- Outline
Project organization and management
Chapter 1 Overview
Section 1 Concept, Characteristics and Classification of Engineering Projects
Engineering project concept
Characteristics of engineering projects
Basic Features
Complexity
unique
Disposable
fixity
Wholeness
irreversibility
Great uncertainty
Classification of engineering projects
Section 2 Engineering Project Cycle
Engineering project cycle division
Main tasks at each stage of the project
early stage
Preparation Phase
Implementation phase
Production and operation stage
Section 3 The meaning of engineering project management and the management of the project by the main project participants
The meaning of project management
theme
object
environment
Project management knowledge system
PMBOK
Key stakeholder requirements and expectations
owner
Consulting, survey and design
contractor
supplier
Production operations department
government agency
Financial Institutions
Utilities Management Department
society
Internal departments
Management purposes, characteristics and tasks of major participants
owner
Purpose
Features
main mission
early stage
Preparation Phase
Implementation phase
Completion acceptance
contractor
Purpose
Features
Task
bank
Purpose
Features
Task
Evaluate
Consulting Engineers
Purpose
Features
Task
early stage
Preparation Phase
Implementation phase
Production and operation stage
subtopic
Work Phase
Task acquisition
Organization and implementation
Work summary
Section 4 Engineering Project Management Model
Owner management model
Owner self-management model
Owner entrusted management model
Project management service model (PM)
Project Management Contracting Model (PMC)
Phased contracting method (CM)
Agency system model
design-management model
Contract management model
Traditional outsourcing model
DBB (design-bid-build) model
DB (design-build) model
EPC/T (Engineering-Procurement-Construction/Turnkey) model
DBO (design-build-operate) model
Choice of project management model
Section 5 Government’s Management of Engineering Consulting Units and Practitioners
Practice management of engineering consulting units
Engineering Consulting and Engineering Consulting Units
Management of engineering consulting industry and units
Guiding agency: National Development and Reform Commission
Informative filing management
Professional division of engineering consulting business
Engineering consulting service scope
planning consultation
Project Consulting
Assessment consultation
Full process engineering consulting
Basic requirements for engineering consulting units
Industry self-discipline and supervision and inspection
Unit credit rating evaluation
supervised check
Practitioner qualifications and management
professional qualification system
Level evaluation category
Consulting Engineers
Senior consulting engineer
qualification exam
Once a year, valid nationwide
Professional competency requirements
Register
Continuing Education
Required subjects and professional subjects
Not less than 90 credit hours
legal liability
Chapter 2 Organization of Engineering Project Management
Project team building
Project team and spirit
project team
team spirit
Levels of team spirit
Team unity
A sense of mutual trust and cooperation
team morale
Project team development process
form
Break-in
specification
Performance
rest
Project team capability development
Improve the environment
training
Carry out team building activities
evaluate
hierarchy of needs theory
Theory x and Theory Y
two-factor theory
Motivational Hygiene Factor Theory
achievement needs theory
equity theory
Team motivation methods
external feedback
Adjustment
Project team assessment
The role of assessment
Assessment content
Assessment method
Assessment management
organizational plan
The meaning of organization and organizational planning
project organization
Project organization plan
The role of the project management organization
Factors affecting project organization
Team organization plan
Arrangement of roles and responsibilities
staffing plan
organizational chart
Instructions
Issues to note when formulating organizational plans
Project interface
organizational interface
technical interface
interpersonal interface
Staffing plans should be consistent with demand
Restrictions
Determination of project management organizational structure
Fundamentals of Project Management Organization
organizational structure
Organizational structure
Organization size
Department settings
span of management
management level
The relationship between management levels and management span
organizational form
Elevated
Flat type
How to divide departments
division of functions
program division method
business division method
Zoning Act
Job determination analysis
Determination of position
job characteristics model
Basis and principles of engineering project management organization design
in accordance with
in principle
Eight traditional rules
The new five
Steps to establish project management organization
8 items
Basic form of project management organizational structure
functional
introduce
Advantages and Disadvantages
project style
Price Shao
Advantages and Disadvantages
Matrix
Weak matrix, strong matrix, balanced matrix
Advantages and Disadvantages
Compound
Changes in Project Management Organizational Structure and Optimization of Organizational Structure
Project management organizational structure
Adjustment and Optimization of Project Management Organizational Structure
Chapter 3 Project Bidding Management
Overview
Basic principles of bidding management
openness principle
The principle of fairness
principle of justice
Principle of good faith
Legal framework system for bidding management
The composition of the legal system for bidding and bidding management
Effectiveness levels of tendering and bidding management laws
Engineering project bidding scope and scale standards
Projects that require bidding
Scope of projects that must be tendered
Project scale standards that must be tendered
General contracting tender
two-stage tendering
Projects that do not require bidding
Review and approval of tender matters
Engineering project construction bidding and bidding
Tender qualifications and tender preparation
Tender conditions
Self-tendering and entrusted tendering
Tender filing
Determine bidding methods and publish bidding information
Determine the bidding method
public bidding
invitation to bid
the difference
Publish bidding information
Tender Announcement and Tender Invitation
Contents of tender announcement and tender invitation
Bid applicant qualification review
Qualification review method content and standards
review method
Pre-qualification, post-qualification
censorship content
Review conditions, standards and methods
Restricting or excluding potential bidders or bidders
prequalification
Publish pre-trial announcement
Selling Pre-Qualification Documents
Review of pre-qualification application documents
Pass pre-qualification results
Post-qualification review
Post-qualification review requirements
Tight schedule and not complicated
Post-qualification review results
Preparation and issuance of bidding documents
Principles for Preparing Bidding Documents
Contents of bidding documents
main content
Technical indicators
Division of bids
Bid validity period
Issuance of bidding documents
Distribution form
Issuance time limit
Document charges
Tender document preparation time
Clarification and modification of bidding documents
Preparation of project minimum bid or maximum bid limit
Requirements for preparation of minimum and maximum bid limits
Bid confidentiality and usage requirements
Organize site visits and bid preparatory meetings
Site visit
Tender preparatory meeting
Preparation and delivery of tender documents
Tender document preparation principles
Tender document content
main content
Bid bond
Delivery and receipt of tender documents
Delivery and signature requirements
Reprint a tender or terminate a tender
Supplementary modification or withdrawal of bid documents
Related situations that are not allowed for bidders
consortium bidding
The composition of the consortium
Consortium requirements
Determination of collusive bidding and fraud
Collusive bidding determination
Bidder rigging
Treated as bid rigging
It is a case of collusion between the tenderer and the bidder.
Fraudulent because of identification
Bid opening, bid evaluation and bid setting
Bid opening
Bid opening time and place
Bid opening procedure
Reject bid documents
bid evaluation
bid evaluation committee
preliminary review
Detailed review
Evaluated lowest bid quotation method
Comprehensive Assessment Method
Other requirements for bid evaluation
Extend bid validity period
Submit bid evaluation report
target
Announcement of bid evaluation results and bid winning results
Determine the winning bidder
Submit written report on bidding status
signing the contract
Engineering project goods bidding
Principles to be followed when bidding for goods
Quality Assurance Principles
safety assurance principle
Progress Guarantee Principle
economic principles
localization principle
Special provisions for goods tendering
Bidding subject
Tender conditions
Bidding Documents
main content
Substantive requirements of bidding documents
Division and subcontracting of bid packages
Bid evaluation method
bidder
bidding document
signing the contract
Engineering consulting services tendering and bidding
Domestic special regulations
Tender conditions
Bidding Documents
main content
Division of bids
Entrusted service scope
Bid evaluation method
bid compensation
bidding document
Technical documents can be in the form of hidden markings
Bidding
International consulting service procurement methods and procedures
Commonly used international procurement methods
International Consulting Services Procurement Procedure
Choice based on quality and cost
quality based selection
Choices under a fixed budget
Lowest cost option
Selection based on consultant qualifications
single source
International consulting service fee calculation
Electronic bidding and bidding
Electronic bidding and bidding trading system and platform
Electronic bidding
Electronic bid opening, bid evaluation, bid winning
Government Procurement
Scope of application for government procurement
meaning
Applicable law
Tendering and Bidding Law
Government Procurement Law
Government procurement methods, applicable conditions and operating procedures
Government procurement methods
public bidding
invitation to bid
competitive negotiation
competitive consultation
Inquiry
single source
Chapter 4 Engineering Project Contract Management
Overview
Basic principles of project contract management
Legal basis for project contract management
civil code
Tendering and Bidding Law
construction law
Others: Guarantee Law, Insurance Law, Labor Law, Arbitration Law, Civil Procedure Law
Characteristics of engineering project contracts
Engineering project contract system
Engineering project construction contract management
Conclusion of construction contract
Components of a construction contract
Agreement, general terms, special terms, attachments
The composition and interpretation sequence of contract documents
Agreement, bid winning notice, bid, special terms, general terms, technical standards, drawings, lists
Parties involved in contract design
Subject of the contract
Engineering (permanent and temporary)
Contract duration, quality, price
The contract takes effect
Key issues and links that should be paid attention to when appraising contracts
Contract form selection
written
Contract subject qualification review
Intelligence is a legal person
Contract negotiation
Within 30 days after the bid notification, quality, construction period, price and other substantive contents shall be subject to bidding without negotiation.
Construction contract performance
Obligations of the contractor
Contractor's obligations
general obligations
Site survey
performance guarantee
Duration and progress management
contract schedule
prepared by
revision
start
Notice of start of construction
Preparation for start of construction
Construction delays
Construction schedule advanced
Engineering quality management
Project quality requirements
Contractor quality management and inspection
Supervisor’s quality inspection
Inspection before covering hidden parts of the project
Remove unqualified projects
Safe and civilized construction and environmental protection
Construction safety responsibilities of the contractor
Contractor’s Construction Safety Responsibilities
environmental protection
Accident handling
Labor protection
Engineering cost management
Engineering Measurement
Prepayments
Project progress payment
Contract price adjustment
Change in contract
Scope of change
Right of change
Change procedure
Change valuation
Reasonable suggestions for contractors
Completion Phase and Final Closing
Claims management
Time limit for the contractor to file a claim
Employer's claim
Clauses under which the contractor may claim compensation from the employer
Clauses under which the employer may claim compensation from the contractor
Completion acceptance management
Completion acceptance and national acceptance
Completion acceptance procedures
Defect liability and warranty
Engineering warranty principles
Defect liability period
Defect liability
Quality guarantee
Warranty liability
force majeure
confirm
Supervisor agreed
notify
Consequences and treatment
Liability for breach of contract
Contractor's breach of contract
Contractor's breach of contract
Breach of contract caused by third party
Contract dispute resolution
amicable settlement
Dispute review
Engineering project goods procurement contract management
Main contents of equipment purchase contract
scope of contract
Contract price and payment
Manufacturing supervision and pre-delivery inspection
Packaging and labeling
Terms of Delivery
Unpacking inspection, installation, debugging, assessment and acceptance
Warranty period and warranty service
seller's guarantee
Liability for breach of contract
Dispute Resolution
Main contents of material purchase contract
Differences from equipment procurement
contract price
Terms of Delivery
Quality guarantee period
Performance of Goods Purchase Contract
expediting
On-site manufacturing supervision and inspection
Engineering project consulting service contract management
Main contents of the survey contract
parties to contract
Obligations of the parties
scope of contract
Survey service period
contract price
Change in contract
Survey Responsibilities
intellectual property
Main contents of design contract
parties to contract
scope of contract
Design and design document requirements
Main contents of the supervision contract
parties to contract
scope of contract
contract price
FIDIC contract template
type
Features and scope of application
Scope of application
Contract structure conditions
Main differences
5 principles for drafting special contract conditions
Chapter 5 Engineering Project Progress Management
Engineering project progress management process, work definition and work sequence arrangement
progress management process
job definition
in accordance with
method
Achievements
Work sequence arrangement
in accordance with
method
Dual code name network plan diagram
Double code name time scale network plan diagram
Single code name network plan diagram
Single code name overlapping network diagram
Engineering project work resource estimation and work time estimation
Work resource estimation
early stage
Preparation Phase
Implementation phase
Trial productivity completion acceptance stage
Work time estimate
in accordance with
method
Engineering project progress plan formulation
in accordance with
method
key line
plan review techniques
Illustrated Review Technique
Schedule optimization
Construction schedule optimization
cost optimization
Resource optimization
Progress plan preparation results
progress baseline
Engineering project schedule
bar chart
time scale network diagram
milestone method
progress curve method
progress data
Project Calendar
Revised project management plan
Project file updates
Engineering project progress control
Basis for progress control
Progress control method
progress monitoring process
trend analysis
critical path method
Earned value management
The process of schedule adjustment
Analyze the reasons
Analyze whether it will affect follow-up work and the total construction period
schedule adjustment
Progress control work results
Progress control results
Chapter 6 Engineering Project Investment Control
Composition and calculation of total investment in engineering projects
Composition of total project investment
The concept of total investment
Composition of total investment
The composition and calculation of construction and installation project cost items
According to cost components
Labor cost
profit
material fee
Tool usage fee
Business management fees
Fees
Ingredients based on cost
Partial project fee
Measure items
other projects
Calculation method
Investment control during the design phase of engineering projects
Investment control during the bidding stage of engineering projects
Investment control during the construction phase of engineering projects
macroeconomic policy
Xi Jinping’s Socialist Economic Thought with Chinese Characteristics for a New Era
Socialism with Chinese characteristics enters a new era
theme
theme