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当前位置:天马彩票» 恒泰资讯中心 » 学术研究 » 商务分怎么算?——探讨服务类项目和EPC类项目在商务评审过程中普遍存在的错误

商务分怎么算?——探讨服务类项目和EPC类项目在商务评审过程中普遍存在的错误

文章出处:网责任编辑:作者:人气:-发表时间:2018-05-02 09:38:00【

 在招投标实践过程中,很多服务类项目和EPC类项目都是以费率的形式进行报价,细分的话分为两种情况,一种情况是报价就是取费费率,比如设计收费等;另一种情况是报价是优惠幅度,通常也是以费率(优惠率)的方式出现,比如EPC类项目中的施工部分。

 

天马彩票FUWULEIXIANGMUANZHAOWOMENGUOJIADEJIJIAQUFEIBIAOZHUN,ZUIGAOFEILVBAOJIAYEJIUZAI3%SHANGXIA。

 

EPC类项目中施工部分报价的优惠幅度因各投标人企业不同的管理水平、人员素质、机械设备拥有状况、社会信誉度等情况,导致能够给出的优惠率(费率)也不尽相同,依本人的实践经验和工程造价天马彩票的普遍规律来看,优惠率一定会控制在合理范围,保证企业能够保证质量的前提下,能有合理的利润空间。基本上最大优惠率没有超过40%(极端情况)的。

 

ZAICILEIXIANGMUZHAOBIAOWENJIANZHONG,YIBANDESHANGWUBUFENPINGFENYUANZESHI:

服务类项目:

YOUXIAOTOUBIAOCHAOGUOWUJIA(ZHITONGGUOZISHEN、XINGSHIPINGSHEN、CHUBUPINGSHEN)DE,QUDIAOYIGEZUIGAOBAOJIA(ANFEILVJIJIADEZUIGAOFEILVJIWEIZUIGAOBAOJIA)HEYIGEZUIDIBAOJIA(ANFEILVJIJIADEZUIDIFEILVJIWEIZUIDIBAOJIA)HOU,SHENGYUDEYOUXIAOTOUBIAOBAOJIADESUANSHUPINGJUNZHIZUOWEIPINGBIAOZHIBIAOJIA;YOUXIAOTOUBIAOSHAOYUWUJIADE,ZEYISUOYOUTOUBIAORENDETOUBIAOBAOJIADESUANSHUPINGJUNZHIZUOWEIPINGBIAOZHIBIAOJIA。GETOUBIAORENDETOUBIAOBAOJIAYUPINGBIAOZHIBIAOJIAXIANGBIMEIXIANGSHANGFUDONG1%KOU1FEN,MEIXIANGXIAFUDONG1%KOU0.5FEN,FENSHUKOUWANWEIZHI。

 

天马彩票EPCLEIXIANGMUZHONGDESHIGONGBUFEN:

天马彩票YOUXIAOTOUBIAOCHAOGUOWUJIA(ZHITONGGUOZISHEN、XINGSHIPINGSHEN、CHUBUPINGSHEN)DE,QUDIAOYIGEZUIGAOBAOJIA(ANYOUHUILVJIJIADEZUIXIAOYOUHUILVJIWEIZUIGAOBAOJIA)HEYIGEZUIDIBAOJIA(ANYOUHUILVJIJIADEZUIDAYOUHUILVJIWEIZUIDIBAOJIA)HOU,SHENGYUDEYOUXIAOTOUBIAOBAOJIADESUANSHUPINGJUNZHIZUOWEIPINGBIAOZHIBIAOJIA;YOUXIAOTOUBIAOSHAOYUWUJIADE,ZEYISUOYOUTOUBIAORENDETOUBIAOBAOJIADESUANSHUPINGJUNZHIZUOWEIPINGBIAOZHIBIAOJIA。GETOUBIAORENDETOUBIAOBAOJIAYUPINGBIAOZHIBIAOJIAXIANGBIMEIXIANGSHANGFUDONG1%KOU1FEN,MEIXIANGXIAFUDONG1%KOU0.5FEN,FENSHUKOUWANWEIZHI。

 

YIZUIDIJIAWEIPINGBIAOYUANZEDEZESHIYIZUIDAYOUHUILVWEIPINGBIAOZHIBIAOJIA,GETOUBIAORENDETOUBIAOBAOJIAYUPINGBIAOZHIBIAOJIAXIANGBIMEIXIANGSHANGFUDONG1%KOU0.5FEN。

 

 

ZAISHIJIZHAOTOUBIAOGUOCHENGZHONG,CAIYONGSHANGSHUFANGSHIBAOJIADEXIANGMUZAISHANGWUBUFENPINGSHENDESHIHOUPUBIANCUNZAIZHEZHEIYANGYIZHONGQINGKUANG,NEIJIUSHIZAIJINXINGSHANGWUBUFENFENSHUJISUANSHI,JIANDANDEJISUANTOUBIAOBAOJIA(FEILV)YUPINGBIAOZHIBIAOJIADECHAZHI,ZAICHENGYIXIANGYINGDEKOUFENFENZHI,JINERDECHUZUIZHONGDESHANGWUDEFEN,BIZHERENWEIZHEIYANGZUOSHIBUYANJINDE,YESHIBUKEXUEDE。

 

天马彩票XIANJULIJINXINGJISUANBIJIAO,FENXIQIZHONGDELIBI。

 

案例一:某工程项目,为设计-施工总承包(EPC),共有七位投标人参与投标,在评标的过程中,有三家因为各种原因,没有通过资格审查、形式评审和初步评审,在经过详细评审技术部分打分后,各投标人情况如下表:

BEIZHU:BENXIANGMUSHIGONGBUFENCAIYONGZUIDIJIAFA。

 

天马彩票PINGFENBANFA(ZHAIZIZHAOBIAOWENJIAN)

 

SHANGWUBUFENPINGSHENBIAOZHUN(MANFEN100FEN)

 

SHEJIBUFENTOUBIAOBAOJIA(FEILV)PINGSHENPINGFEN(30FEN)

天马彩票YOUXIAOTOUBIAORENDESHEJIBUFENTOUBIAOBAOJIA(FEILV)DEPINGJUNJIAWEIPINGBIAOZHIBIAOJIA,GEYOUXIAOTOUBIAOBAOJIA(FEILV)YUPINGBIAOZHIBIAOJIAXIANGBIMEIXIANGSHANGFUDONG1%(CHAZHI)KOU1FEN,MEIXIANGXIAFUDONG1%(CHAZHI)KOU0.5FEN,FENZHIKOUWANWEIZHI(KOUJIANFENZHIDEZHONGJIANZHIYONGCHARUFA,XIAOSHUDIANERHOUBAOLIULIANGWEI)。

 

天马彩票SHIGONGBUFENTOUBIAOBAOJIA(XIAFULV)BUFENPINGSHENPINGFEN(70FEN)

YOUXIAOTOUBIAORENDESHIGONGBUFENTOUBIAOBAOJIA(XIAFULV)ZUIDA(XIAFUZUIDUODE)DEWEIPINGBIAOZHIBIAOJIA,GETOUBIAORENDETOUBIAOBAOJIA(XIAFULV)YUPINGBIAOZHIBIAOJIAXIANGBI,DENGYUPINGBIAOZHIBIAOJIADEDEMANFEN,GETOUBIAOBAOJIA(XIAFULV)YUPINGBIAOZHIBIAOJIAXIANGBIMEIXIANGSHANGFUDONG1%(CHAZHI)KOU0.5FEN,FENZHIKOUWANWEIZHI(KOUJIANFENZHIDEZHONGJIANZHIYONGCHARUFA,XIAOSHUDIANERHOUBAOLIULIANGWEI)。

 

BENGONGCHENGXIANGMUXIANGXIPINGSHENANSHUANGBAIFENZHI,JISHANGWUBUFEN100FEN(QIZHONG:SHEJIBUFEN30FEN,SHIGONGBUFEN70FEN);JISHUBUFEN100FEN(QIZHONG:SHEJIBUFEN30FEN,SHIGONGZUZHISHEJIBUFEN30FEN,QIYELEISIYEJIJIFUWUCHENGNUO40FEN)。

ZUIHOUDEFENANXIASHIJISUAN:

Z=a×S+(1-a)×J

QIZHONG:Z:GETOUBIAORENDEZUIHOUDEFEN;

天马彩票S:GETOUBIAORENDESHANGWUBUFENDEFEN;

J:GETOUBIAORENDEJISHUBUFENDEFEN;

a:QUANZHONGZHI,BENXIANGMUa=0.3

 

天马彩票DIYIZHONGJISUANFANGFA,YESHISHIJICAOZUOZHONGPUBIANCAIYONGDEFANGFA(MOUJISUANJIPINGBIAOXITONGYESHIANZHAOCIFASHEZHIJISUANGONGSHI)JISUANGETOUBIAORENDESHANGWUBUFENDEFEN:

设计部分:

评标指标价=(2.2+2+1.15+1.8)÷4=1.79(保留两位小数)

A:30-(2.2-1.79)×1=29.59

B:30-(2-1.79)×1=29.79

C:30-(1.79-1.15)×0.5=29.68

D:30-(1.8-1.79)×1=29.99

施工报价(优惠率)部分:

评标指标价=70%(优惠30%)

A:70-(30-15.7)×0.5=62.85

B:70-(30-30)×0.5=70

C:70-(30-12.5)×0.5=61.25

D:70-(30-18)×0.5=64

商务部分总得分如下:

A:SA=29.59+62.85=92.44

B:SB=29.79+70=99.79

C:SC=29.68+61.25=90.93

D:SD=29.99+64=93.99

最终评标得分情况如下表:

表1

BEIZHU:KEYIKANCHU,ZUIZHONGDEFENHEPAIMINGYUJISHUFENYOUHENMINGXIANDELIANXI。

 

天马彩票DIERZHONGJISUANFANGFA,ZHENSHIJISUANFUDONGBILV,JINERJISUANDEFENDEFANGFA:

SHEJIBUFEN:

PINGBIAOZHIBIAOJIA=(2.2+2+1.15+1.8)÷4=1.79(BAOLIULIANGWEIXIAOSHU)

天马彩票A:30-(2.2-1.79)÷1.79×100×1=7.09

B:30-(2-1.79)÷1.79×100×1=18.27

C:30-(1.79-1.15)÷1.79×100×0.5=12.12

D:30-(1.8-1.79)÷1.79×100×1=29.44

天马彩票SHIGONGBAOJIA(YOUHUILV)BUFEN:

天马彩票PINGBIAOZHIBIAOJIA=70%(YOUHUI30%)

A:70-(30-15.7)÷70×100×0.5=59.79

B:70-(30-30)÷70×100×0.5=70

天马彩票C:70-(30-12.5)÷70×100×0.5=57.5

天马彩票D:70-(30-18)÷70×100×0.5=61.43

SHANGWUBUFENZONGDEFENRUXIA:

天马彩票A:SA=7.09+59.79=66.88

B:SB=18.27+70=88.27

C:SC=12.12+57.5=69.62

D:SD=29.44+61.43=90.87

ZUIZHONGPINGBIAODEFENQINGKUANGRUXIABIAO:

BIAO2

BEIZHU:KEYIKANCHU,ZUIZHONGDEFENHEPAIMINGYUJISHUFENMEIYOUBIRANDELIANXI。

 

DISANZHONGJISUANFANGFA(BUYIZUIDIJIAWEIPINGBIAOZHIBIAOJIA),ZAIDIERZHONGFANGFADEJICHUSHANGZHONGXINJISUANSHIGONGBUFENFENSHU:

天马彩票PINGBIAOZHIBIAOJIA=100-(15.7+30+12.5+18)÷4=100-19.05=80.95

A:70-(19.05-15.7)÷80.95×100×1=65.86

B:70-(30-19.05)÷80.95×100×0.5=57.06

C:70-(19.05-12.5)÷80.95×100×1=61.91

D:70-(19.05-18)÷80.95×100×1=68.70

SHANGWUBUFENZONGDEFENRUXIA:

A:SA=7.09+65.86=72.95

B:SB=18.27+57.06=75.33

天马彩票C:SC=12.12+61.91=74.03

天马彩票D:SD=29.44+68.70=98.14

ZUIZHONGPINGBIAODEFENQINGKUANGRUXIABIAO:

BIAO3

BEIZHU:KEYIKANCHU,ZUIZHONGDEFENHEPAIMINGYUJISHUFENMEIYOUBIRANDELIANXI。

 

BIJIAOSANZHONGFANGFAJISUANSUODESHANGWUBUFENFENSHUJIANXIABIAO:

天马彩票CONGBIAOZHONGBUNANKANCHU,DIYIZHONGFANGFABIJIAOQINGXIANGYUJIDUANBAOJIADETOUBIAOREN,DIERHEDISANZHONGFANGFAGENGQINGXIANGYUBIJIAOHELIDEBAOJIATOUBIAOREN。

 

案例二:某工程监理项目,估算投资总额22400万元,共有五家企业报名并按时递交了投标文件,开标如期进行。根据招标文件,评标办法采用综合评估打分法,技术部分满分70分,商务报价满分15分,企业资信满分15分。商务部分打分办法:以最低报价费率为满分15分,其余费率与最低费率相比较(差值)每增加1%扣1分,分数扣完为止。


SHIJIPINGSHENGUOCHENGZHONG,TONGGUOXINGSHIXINGPINGSHEN、ZIGESHENCHA、CHUBUPINGSHENHEJISHUPINGSHENHOU,GEJIADEQINGKUANGRUXIABIAO:BIAO5

 

CIXIANGMUSHANGWUBUFENDEFENSHUYOUMOUGONGSIKAIFADERUANJIANJINXINGJISUAN,QIJISUANJIEGUORUXIABIAO(WEIBIANYUBIJIAO,XIABIAONEILIERULEJIANLIFEI):BIAO6

天马彩票CONGBIAOZHONGBUNANKANCHU,PINGBIAORUANJIANYONGFEILVXIANGJIANDECHAZHIPINGFENYANZHONGYANGAILETOUBIAOBAOJIADEBENZHICHAJU,BENANLIZHONGXIANGCHAJINSANFENZHIYI。

 

ANQIANSHUFANGFAERJINXINGJISUAN,QIJIEGUOJIANXIABIAO:BIAO7

CONGCIBIAOKEYIKANDAO,ZHEIYANGJISUANCHONGFENKAOLVDAOLESHANGWUBAOJIADESHIJIYINGXIANG。

 

TONGGUOSHANGSHULIANGGEANLIDEBIJIAO,DUIPINGFENBANFABUTONGDELIJIEHECAIYONGBUTONGDEJISUANFANGFA,BUNANKANCHU,DUIFUDONGLVDELIJIEPIANCHAHUIDAOZHIPINGBIAOJIEGUOFASHENGGENBENXINGDEBIANHUA。

 

 

天马彩票BIZHERENWEI,ZHISUOYIHUIYOUJIZHONGBUTONGDEJISUANFANGFA,JIUQIYUANYIN,QUJUEYUZHAOBIAOWENJIANLIMINGQUEDEPINGBIAOBANFAHEJISUANGUIZE,PINGBIAOBANFAHEJISUANGUIZEDEWEIYIXINGSHIZHAOBIAOWENJIANSHIFOUYANJINDEYIGEZHONGYAOBIAOZHI,TONGYIFENZHAOBIAOWENJIAN,ZAIFABUZHIQIANYINGGAIMINGQUEDINGYIPINGBIAODEYUANZE、FANGFAHEJISUANGUIZE,FOUZEJIUJIYOUKENENGDAILAIJIWEIYANZHONGDEHOUGUOHEBUBIYAODEMAFAN。

 

天马彩票BENWENJULIDEXIANGMUZHONG,ZAIPINGBIAODAFENBANFALISUIRANYONGKUOHAODEFANGSHIJIASHANGLECHAZHIDEBIAOSHU,DANSHIBINGMEIYOUGENBENGAIBIANQIANMIANDEFUDONGBILVDEGAINIAN,SUOYIBENRENRENWEIRENGRANYINGGAICAIYONGDIERZHONGFANGFAJINXINGJISUAN。

 

GAINIANDEMINGQUESHIZHAOBIAOWENJIANYANJINDEJIBENYAOQIU,BENWENTIDAODEFUDONGBILV、CHAZHISHIJIERANBUTONGDELIANGGEGAINIAN。FUDONGBILVSHIZHIMOUSHUZHIXIANGDUIYUMOUGUDINGZHIDEBIANHUALV,QIJISUANFANGFASHIYONGGAISHUZHIJIANQUGUDINGZHIDEDAODECHAZAIYUGUDINGZHIXIANGCHUSUODEDAODESHUZHICHENGYIBAIFENZHIYIBAIJIUSHIGAISHUZHIXIANGDUIYUGUDINGZHIDEFUDONGBIANHUABILV,YIBANYIBAIFENLVBIAOSHI。ERCHAZHIJIUSHIMOUSHUZHIYUMOUGUDINGZHIDEXIANGJIANDEDAODECHA,DANWEITONGYUANSHUZHIDEDANWEI。

 

RUGUOCAIYONGCHAZHIJISUANDEHUA,DUIYUFUWULEIXIANGMUERYAN,BENSHENBAOJIADEFEILVZHIJIUHENXIAO(3%ZUOYOU),BUTONGDETOUBIAORENZHIJIANDEBAOJIACHAZHIJIUGENGYOUXIAN,GENBENWUFATIXIANGETOUBIAORENDESHILIHECHABIE;TONGGUOJISUANFANGFAERBUNANKANCHU,SUIRANSHEJIBAOJIA(FEILV)ZUIDAHEZUIXIAOZHIZHIJIANJINXIANGCHA1.05%,DANSHITONGGUOJISUANPIANLIFUDONGLV,KEYIKANCHUCHAYISHIFEICHANGMINGXIANDE。JINERDUIYUJISHUFUWUSHUIPINGXIANGDANG,FUWUFANGANHEFUWUNENGLIJIEJINDETOUBIAORENERYAN,ZUIZHONGDEPINGSHENJIEGUOJIANGHUIXIANGQUSHENYUAN。

 

天马彩票JUCI,BENRENRENWEI,ZHAOBIAODAILIJIGOUYINGGAICHONGFENLIJIEHERENSHIDAO,ZHAOBIAOWENJIANZAIFASHOUZHIQIANYINGGAIZIXITUIQIAO,YANGESHENYUE,YIDANFACHUJIUYINGGAIYANGEZUNZHAOZHIXING,BUNENGZHEIYANGYEXING,NEIYANGYEXING,MOLENGLIANGKEDEZHAOBIAOWENJIAN,YOUQISHIPINGBIAOBANFASHIDAILIJIGOUDEDAJI。

 

天马彩票ZUOWEISHANGWUPINGBIAOZHUANJIA,YINGGAIRENZHENXUEXILINGHUIZHAOBIAOWENJIAN,ZHANGWOGEZHONGXIANGMUSHANGWUPINGFENDEJIQIAOHEFANGFA,BUNENGWEITUSHENGSHIERJIANDANHUAZUOSHI,RANGPINGBIAOGONGZUOZAIKEXUE、YANJINDEGONGZUOYUANZEZHIDAOXIAKAIZHAN,BINGDUIPINGSHENJIEGUOFUZEREN。

 

YISHANGSHIBENRENZAIZHAOTOUBIAOGONGZUOSHIWUZHONGDEYIDIANJIANJIEHETIHUI,TICHULAIYUTONGRENMENJIAOLIUXUEXI,DANGFOUHAIQINGGEWEITONGRENJIYUZHIZHENG。

 

 

 

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2016.02.09

 

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