項目一 認識建設工程監(jiān)理 ·················································································.1
知識目標 ······································································································.1
拓展知識點 ···································································································.1
任務一 學習建設工程監(jiān)理的基本知識 ······························································.1
1.1.1 建設工程監(jiān)理簡介 ··········································································.1
1.1.2 工程建設程序 ················································································.3
1.1.3 建設工程監(jiān)理的性質 ·······································································.4
1.1.4 建設工程監(jiān)理和政府監(jiān)督管理的區(qū)別 ··················································.5
1.1.5 監(jiān)理單位與其他單位的關系 ······························································.5
任務二 熟悉建設工程監(jiān)理制度 ········································································.7
1.2.1 我國建設工程監(jiān)理制度的發(fā)展歷程 ·····················································.8
1.2.2 建設工程監(jiān)理制度的特點 ·································································.8
1.2.3 建設工程監(jiān)理的作用 ·······································································.9
1.2.4 我國建設工程監(jiān)理制度的發(fā)展趨勢 ·····················································.9
任務三 科學實施建設工程監(jiān)理 ·······································································.11
1.3.1 建設工程監(jiān)理的法律依據(jù) ································································.11
1.3.2 建設工程監(jiān)理實施的原則 ································································.12
1.3.3 建設工程監(jiān)理實施的方法 ································································.13
1.3.4 建設工程監(jiān)理實施的程序 ································································.15
項目小結 ·····································································································.16
能力訓練 ·····································································································.16
項目二 工程監(jiān)理企業(yè)和監(jiān)理工程師 ····································································.19
知識目標 ·····································································································.19
拓展知識點 ··································································································.19
任務一 成立工程監(jiān)理企業(yè) ·············································································.19
2.1.1 工程監(jiān)理企業(yè) ···············································································.20
2.1.2 工程監(jiān)理企業(yè)的資質要素 ································································.20
2.1.3 工程監(jiān)理企業(yè)的資質等級和業(yè)務范圍 ·················································.21
2.1.4 工程監(jiān)理企業(yè)的資質申請與審批 ·······················································.24
任務二 開展工程監(jiān)理業(yè)務活動 ·······································································.25
2.2.1 工程監(jiān)理企業(yè)經(jīng)營活動的基本準則 ····················································.25
2.2.2 工程監(jiān)理費用的計取 ······································································.26
任務三 打造高素質監(jiān)理工程師的成長途徑 ·······················································.28
2.3.1 監(jiān)理工程師的素質和職業(yè)道德 ··························································.28
2.3.2 監(jiān)理工程師的法律地位和法律責任 ····················································.29
2.3.3 監(jiān)理工程師的考試、注冊和繼續(xù)教育 ·················································.31
項目小結 ·····································································································.33
能力訓練 ·····································································································.34
項目三 組建項目監(jiān)理機構 ················································································.36
知識目標 ·····································································································.36
拓展知識點 ··································································································.36
任務一 了解組織的基本原理 ··········································································.36
3.1.1 組織和組織結構 ············································································.37
3.1.2 項目監(jiān)理機構的組織設計 ································································.37
3.1.3 組織活動的基本原理 ······································································.39
任務二 熟悉工程項目的委托方式····································································.40
3.2.1 平行承發(fā)包模式 ············································································.40
3.2.2 設計或施工總承包模式 ···································································.42
3.2.3 項目總承包模式 ············································································.43
3.2.4 項目總承包管理模式 ······································································.44
任務三 設立工程項目監(jiān)理機構 ·····································································.46
3.3.1 項目監(jiān)理機構的組建 ······································································.46
3.3.2 項目監(jiān)理機構的組織形式 ································································.47
3.3.3 項目監(jiān)理機構的人員配備 ································································.49
3.3.4 監(jiān)理人員的崗位職責 ······································································.50
項目小結 ·····································································································.52
能力訓練 ·····································································································.52
項目四 建設工程投資控制 ················································································.55
知識目標 ·····································································································.55
拓展知識點 ··································································································.55
任務一 了解建設工程投資 ·············································································.55
4.1.1 建設工程投資的構成 ······································································.56
4.1.2 建設工程投資的特點 ······································································.56
4.1.3 建設工程投資控制的目標及原理 ·······················································.57
任務二 科學決策施工前期項目投資 ································································.59
4.2.1 決策階段的投資控制 ······································································.59
4.2.2 設計階段的投資控制 ······································································.60
4.2.3 招投標階段的投資控制 ···································································.61
任務三 施工階段對項目投資進行控制 ·····························································.61
4.3.1 工程計量 ·····················································································.62
4.3.2 現(xiàn)場簽證 ·····················································································.63
4.3.3 合同價款調(diào)整 ···············································································.63
4.3.4 工程變更和變更估價 ······································································.64
4.3.5 工程索賠 ·····················································································.65
4.3.6 工程款支付 ··················································································.66
任務四 建設工程投資偏差分析 ·······································································.69
4.4.1 投資偏差分析參數(shù) ·········································································.69
4.4.2 投資偏差原因分析 ·········································································.70
4.4.3 投資偏差處理 ···············································································.71
項目小結 ·····································································································.71
能力訓練 ·····································································································.72
項目五 建設工程進度控制 ················································································.74
知識目標 ·····································································································.74
拓展知識點 ··································································································.74
任務一 了解建設工程進度控制 ·······································································.74
5.1.1 建設工程進度控制的概念 ································································.75
5.1.2 建設工程進度的日期和期限 ·····························································.75
5.1.3 影響建設工程進度的因素 ································································.76
任務二 編制、檢查和優(yōu)化施工進度計劃 ··························································.77
5.2.1 施工進度計劃的編制 ······································································.78
5.2.2 施工進度計劃審查 ·········································································.78
5.2.3 施工進度計劃的動態(tài)檢查 ································································.79
5.2.4 施工進度計劃的調(diào)整和優(yōu)化 ·····························································.80
任務三 對工程項目實施進度控制····································································.81
5.3.1 確定進度控制目標 ·········································································.82
5.3.2 進度控制的監(jiān)理工作內(nèi)容 ································································.82
5.3.3 比較施工進度的方法 ······································································.85
項目小結 ·····································································································.89
能力訓練 ·····································································································.89
項目六 建設工程質量控制 ················································································.92
知識目標 ·····································································································.92
拓展知識點 ··································································································.92
任務一 了解建設工程質量的相關知識 ·····························································.92
6.1.1 建設工程質量的概念 ······································································.92
6.1.2 建設工程質量的特點 ······································································.93
6.1.3 影響建設工程質量的主要因素 ··························································.93
6.1.4 各階段對建設工程質量的影響 ··························································.94
任務二 熟悉建設工程項目質量控制 ································································.95
6.2.1 質量控制的目標 ············································································.95
6.2.2 質量控制的原則 ············································································.96
6.2.3 參建各方的質量責任和義務 ·····························································.96
任務三 在項目施工過程中的質量控制 ·····························································.99
6.3.1 準備階段的監(jiān)理工作 ······································································.99
6.3.2 實施階段的監(jiān)理工作 ····································································.102
6.3.3 質量控制的方法 ··········································································.107
任務四 處理質量缺陷與質量事故···································································.111
6.4.1 質量缺陷的處理程序 ·····································································.111
6.4.2 質量事故的處理程序 ····································································.112
6.4.3 質量事故的鑒定和驗收 ·································································.112
項目小結 ···································································································.113
能力訓練 ···································································································.113
項目七 建設工程監(jiān)理驗收工作 ········································································.116
知識目標 ···································································································.116
拓展知識點 ································································································.116
任務一 規(guī)范化制定質量驗收方案··································································.116
7.1.1 建設工程的劃分 ··········································································.117
7.1.2 質量驗收工作的內(nèi)容 ····································································.117
7.1.3 質量驗收程序 ·············································································.118
任務二 項目監(jiān)理機構組織施工質量驗收 ························································.119
7.2.1 檢驗批質量驗收 ··········································································.119
7.2.2 分項工程質量驗收 ·······································································.122
7.2.3 分部工程質量驗收 ·······································································.123
任務三 建設單位組織單位工程竣工驗收 ························································.125
7.3.1 單位工程竣工驗收條件 ·································································.126
7.3.2 單位工程竣工驗收的工作內(nèi)容 ························································.126
7.3.3 質量驗收標準 ·············································································.127
任務四 實施工程驗收后的監(jiān)理工作 ······························································.133
7.4.1 質量驗收不合格的處理方式 ···························································.134
7.4.2 工程竣工驗收報告 ·······································································.134
7.4.3 工程質量維護與保修 ····································································.135
項目小結 ···································································································.135
能力訓練 ···································································································.136
項目八 建設工程監(jiān)理文件與信息管理 ·······························································.141
知識目標 ···································································································.141
拓展知識點 ································································································.141
任務一 了解建設工程信息管理 ·····································································.141
8.1.1 信息管理的概念 ··········································································.142
8.1.2 建設項目管理信息化 ····································································.142
8.1.3 信息管理中BIM 技術的應用 ··························································.144
任務二 整理和形成監(jiān)理文件資料··································································.145
8.2.1 監(jiān)理文件資料概述 ·······································································.145
8.2.2 監(jiān)理實施前的主要文件資料 ···························································.146
8.2.3 監(jiān)理過程中形成的主要文件 ···························································.148
8.2.4 監(jiān)理文件資料管理 ·······································································.149
任務三 項目監(jiān)理機構對工程檔案的管理 ························································.150
8.3.1 工程檔案概述 ·············································································.150
8.3.2 工程文件檔案管理 ·······································································.151
8.3.3 工程檔案驗收與移交 ····································································.153
項目小結 ···································································································.154
能力訓練 ···································································································.154
項目九 建設工程合同管理 ··············································································.157
知識目標 ···································································································.157
拓展知識點 ································································································.157
任務一 了解建設工程合同 ···········································································.157
9.1.1 合同的基本知識 ··········································································.158
9.1.2 與建設工程相關的合同 ·································································.159
9.1.3 合同管理的內(nèi)容與方法 ·································································.161
任務二 熟悉建設工程施工合同關鍵性條款 ·····················································.162
9.2.1 建設工程施工合同的相關知識 ························································.162
9.2.2 合同當事人及項目負責人 ······························································.163
9.2.3 合同主體的義務 ··········································································.164
9.2.4 對監(jiān)理人的規(guī)定 ··········································································.165
9.2.5 違約責任 ···················································································.165
9.2.6 不可抗力 ···················································································.167
9.2.7 索賠 ·························································································.167
9.2.8 爭議解決 ···················································································.168
任務三 監(jiān)理單位訂立建設工程監(jiān)理合同 ························································.169
9.3.1 監(jiān)理合同的相關知識 ····································································.170
9.3.2 當事人的義務 ·············································································.170
9.3.3 違約責任 ···················································································.172
9.3.4 合同履行 ···················································································.172
9.3.5 爭議解決 ···················································································.174
任務四 工程合同中應考慮的風險問題 ···························································.174
9.4.1 合同風險分類及成因 ····································································.175
9.4.2 施工合同的常見風險及特征 ···························································.175
9.4.3 工程合同的風險分配 ····································································.176
項目小結 ···································································································.177
能力訓練 ···································································································.177
項目十 建設工程安全監(jiān)理工作 ········································································.181
知識目標 ···································································································.181
拓展知識點 ································································································.181
任務一 了解我國建設工程安全管理體制 ························································.181
10.1.1 建設工程安全生產(chǎn)管理概述 ·························································.182
10.1.2 建設工程安全監(jiān)理的含義 ····························································.182
10.1.3 建設工程安全生產(chǎn)的法律、法規(guī) ···················································.183
10.1.4 各參建單位的安全行為 ·······························································.185
10.1.5 監(jiān)理單位安全管理的法律責任 ······················································.186
任務二 開展施工現(xiàn)場安全監(jiān)理工作 ······························································.187
10.2.1 準備階段的安全監(jiān)理工作 ····························································.188
10.2.2 施工階段的安全監(jiān)理工作 ····························································.189
10.2.3 安全監(jiān)理資料 ···········································································.192
任務三 有效應對危險性較大的分部分項工程 ··················································.192
10.3.1 危險性較大的分部分項工程 ·························································.193
10.3.2 危大工程專項施工方案 ·······························································.193
10.3.3 危大工程現(xiàn)場安全監(jiān)理 ·······························································.194
任務四 建立和落實安全監(jiān)理責任制度 ···························································.195
10.4.1 監(jiān)理單位的安全管理制度 ····························································.196
10.4.2 項目監(jiān)理機構各崗位的安全職責 ···················································.196
10.4.3 安全監(jiān)理方式和手段 ··································································.198
項目小結 ···································································································.201
能力訓練 ···································································································.201
項目十一 監(jiān)理工作風險管理 ···········································································.204
知識目標 ···································································································.204
拓展知識點 ································································································.204
任務一 了解建設工程風險基本知識 ······························································.204
11.1.1 風險的相關概念 ·········································································.204
11.1.2 工程項目的風險類型 ···································································.206
任務二 監(jiān)理單位合理應對項目風險 ······························································.207
11.2.1 建設工程風險管理 ······································································.207
11.2.2 監(jiān)理單位的主要風險 ···································································.208
11.2.3 監(jiān)理單位的風險防范措施 ····························································.209
項目小結 ···································································································.213
能力訓練 ···································································································.213
附錄A 《建設工程監(jiān)理規(guī)范》用表目錄 ····························································.216
第一節(jié) A 類表（監(jiān)理單位用表） ··································································.216
第二節(jié) B 類表（監(jiān)理單位用表） ··································································.225
第三節(jié) C 類表（通用表） ···········································································.240
附件B 危險性較大的分部分項工程范圍 ····························································.244
一、基坑工程 ······················································································.244
二、模板工程及支撐體系 ·······································································.244
三、起重吊裝及起重機械安裝拆卸工程 ·····················································.244
四、腳手架工程 ···················································································.244
五、拆除工程 ······················································································.245
六、暗挖工程 ······················································································.245
七、其他 ····························································································.245
附錄C 超過一定規(guī)模的危險性較大的分部分項工程范圍 ·······································.246
一、深基坑工程 ···················································································.246
二、模板工程及支撐體系 ·······································································.246
三、起重吊裝及起重機械安裝拆卸工程 ·····················································.246
四、腳手架工程 ···················································································.246
五、拆除工程 ······················································································.246
六、暗挖工程 ······················································································.247
七、其他 ····························································································.247
附錄D 監(jiān)理概論課程論文題目參考 ··································································.248
參考文獻 ······································································································.249