Overview of engineering estimation, budgetary estimate, budget, settlement and final accounts?

Estimation is investment estimation. It is a scientific estimate of the total investment of construction projects in the decision-making stage. The decision-making stage is divided into four stages: opportunity study, project proposal, preliminary feasibility study and detailed feasibility study. With the gradual refinement and concretization of the project, according to the investment estimation rules, we can get estimates of different fineness, and according to the requirements of the construction unit, we can issue symbolic estimation reports in the detailed feasibility study stage.

The budget estimate is the design budget estimate. In the design stage, according to the market information of preliminary design or construction drawing, budgetary estimate index, budgetary estimate quota and current charging standard, the total construction investment of the construction project is calculated step by step (unit project, single project and construction project). Budget is the construction drawing budget. During the transaction stage (it can be said that it is the transaction stage), the design drawings of construction installation drawings are taken as the object, and according to the current valuation norms (construction engineering bill of quantities valuation norms and corresponding engineering quantity calculation norms), consumption quotas, market prices of human resources and machines, and expense standards, the budget preparation rules of construction engineering construction drawings are step by step (sub-projects, sub-projects, unit projects and single projects). Settlement refers to project settlement and completion settlement. The traditional settlement is to check and settle the actual project cost (here is the second meaning of cost) after the completion of the construction and installation task. After the promotion of industry rules and regulations, the current settlement definition (for reference) is based on the pricing method selected in the bidding documents, the construction contract, the change visa in the implementation process, etc. According to the provisions of the contract, the construction project settlement rules and the latest bill pricing norms, the price settlement and final settlement in the construction process were completed. Summarize and prepare the completion settlement documents of the actual project cost of construction and installation projects. The bill of quantities valuation specification advocates that the completion settlement is to summarize the settlement results in the construction process and the actual cost of construction and installation projects. Final accounts are the final accounts of the project. After the completion of the whole project, the financial summary made by the construction unit on the actual cost of the whole project from preparation to completion and production. It is necessary to complete the corresponding statements, analyze the project cost and compare two kinds of calculations (final accounts and budget estimates) of index data.

What's the difference between budget estimate and budget?

To understand the project budget, we must first understand the project budget. According to the construction drawings of the proposed project, combined with the construction organization design (or construction scheme), construction and installation project budget quota, charging standard and other related basic data, the budget price (budget cost) of the project is calculated, which is called the project budget.

Engineering construction budget generally refers to two categories: budgetary estimate and budget, or engineering construction budget is the floorboard of budgetary estimate and budget. There are roughly the following differences between the budget estimate and the budget:

(1) plays different roles. The budget estimate is prepared in the preliminary design stage as a document for the examination and approval of national and regional investments. After approval, it is used to prepare the fixed assets plan, which is the basis for controlling the investment of construction projects. Budget plays the role of building product price in the design stage of construction drawing, and is the pre-tender estimate of project price.

(2) The compilation basis is different. The budget estimate is compiled according to the budget estimate quota or budget estimate index, and its content items are expanded and simplified, which are general, while the budget is compiled according to the budget quota and comprehensive budget quota, and its items are more detailed and important.

(3) The compilation content is different. The budget estimate should include all the contents of the project construction, such as the total budget estimate should consider all the costs required from the start-up preparation to the completion acceptance and delivery; Generally, the budget does not include the total budget, but only the unit project budget and comprehensive budget, and does not include the expenses of the preparatory stage (such as survey, land acquisition, training of production personnel, etc.). ).

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

Influence of engineering construction process on it

The construction process of this project is as follows:

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

Accordingly, the order of these nouns is:

Investment estimation-design estimation-budget cost-contract price-settlement price-actual cost (settlement price)

There are two kinds of budget estimates: feasibility study investment budget and preliminary design budget, which are divided into construction drawing design budget and construction budget. Capital construction project budget is the general name of the above budgetary estimate, budgetary estimate and budget.

Investment control is the key and difficult point of project management. At different stages of the project, project investment has different names, such as estimation, budgetary estimate, budget, settlement and final accounts. These calculations have different bases and functions, and their accuracy is gradually refined, and each one truly reflects the actual investment of the project.

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