estimate, estimate, budget, settlement, final account

Estimate is the investment estimate. It is a scientific estimate of the total investment of construction projects in the decision-making stage. The decision-making stage is further divided into four stages: opportunity study, project proposal, preliminary feasibility study, and detailed feasibility study. As the project is gradually refined and specific, according to the investment estimation procedures, different levels of fine-grained estimates can be obtained, based on the construction According to the requirements of the unit, a landmark estimation report can be issued during the detailed feasibility study stage.

Estimate is the design estimate. In the design stage, based on preliminary design or construction drawing design drawings, budgetary indicators, budgetary quotas, and current billing standards, market information, etc., in accordance with the construction project design budgetary rules, level by level (unit engineering, Single project, construction project) calculate the total investment of construction project construction.

Budget is the construction drawing budget. The construction drawings are designed to determine the bidding control price and bidding quotation at the transaction stage (it can be said to be the transaction stage). The construction and installation construction drawings are designed as the object, according to the current pricing specifications. (Construction engineering quantity list pricing specification, corresponding engineering quantity calculation specification), consumption quota, human resource machine market price, cost standard, according to construction project construction drawing budget compilation and review procedures, level by level (sub-project, sub-project, The construction and installation project cost calculated by unit project and single project (when required by the project, it should also be summarized as the total construction investment of the construction project).

Settlement refers to project settlement and completion settlement. The traditional settlement is to check and settle the actual project cost (here, the cost in the second meaning) after the completion of the building installation and construction task. After the advancement of industry regulations, the current definition of settlement (for reference) is based on the pricing method selected in the bidding documents, based on the construction contract, the change visa in the implementation process, etc., in accordance with the contract provisions, construction project settlement procedures and the latest list Standard pricing, the settlement of the completed construction process and the final settlement at the completion of the project. Summarize and compile the actual project cost completion settlement documents of construction and installation projects. The list pricing specification advocates that the completion settlement is the collection of the project settlement results in the construction process, and the summary and settlement of the actual cost of construction and installation projects.

Final accounts are the final accounts for the completion of the project. Completion of the entire project, the construction unit's financial summary of the actual costs of the completed project from preparation to completion and commissioning. It is necessary to complete the corresponding reports, analyze the project cost, and compare the two calculations (final and estimated) of the index data.

How is the estimate and budget different?

To understand the project budget, we must first figure out the project budget. The budget price (budget cost) of the project calculated by the design unit or construction unit based on the construction drawings of the proposed project, combined with the construction organization design (or construction plan), construction and installation project budget quota, fee collection standards and other relevant basic data, Called the project budget.

Project construction budget generally refers to two categories: budgetary estimate and budget, or project construction budget is the general term for budgetary estimate and budget. The approximate difference between the estimate and the budget is as follows:

(1) plays a different role. The budget estimate is prepared in the preliminary design stage and is used as a document for investment approval to the country and region. After approval, it is used to prepare a fixed asset plan. It is the basis for controlling the investment of construction projects; the budget preparation is in the construction drawing design stage, which plays a role in the price of construction products. The role of the project is the base price of the project.

(2) Different compilation basis. The budget estimates are prepared based on budget estimates or budget indicators. The content items have been expanded and simplified and have a large generality. The budget is prepared on the basis of budget quotas and comprehensive budget quotas. The items are more detailed and more important.

(3) The content of compilation is different. The budget estimate should include all the contents of the project construction. For example, the general budget should consider all the expenses required from the start of preparation to the completion, acceptance, and delivery; generally, the budget does not prepare the total budget, only the unit project budget and the comprehensive budget. It does not include preparations. Phase costs (such as survey, land acquisition, production staff training costs, etc.).

Under normal circumstances, settlement is an integral part of final accounts and the basis of final accounts. The final account cannot exceed the budget, the budget cannot exceed the estimate, and the estimate cannot exceed the estimate.

The impact of the construction process on it

The project construction process is as follows:

Project proposal and feasibility study stage-preliminary design stage-construction drawing design stage-bidding stage-contract implementation stage-completion acceptance stage

Correspondingly, the order of appearance of these nouns is:

Investment estimate---design budget---budgeted cost---contract price---settlement price---actual cost (final price)

The budget estimates include feasibility study investment estimates and preliminary design estimates. Budgets are divided into construction drawing design budgets and construction budgets. Capital construction project budgets are the general term for the above estimates, estimates and budgets.

Investment control is the key and difficult point of engineering project management. At different stages of engineering projects, project investment has different titles such as estimate, budget, budget, settlement, and final accounts. These accounts have different basis and functions, and their accuracy is gradually increasing. Details, one more truly reflects the actual investment of the project.