EPC模式下投标阶段承包商的风险管理研究

EPC模式下投标阶段承包商的风险管理研究

摘要

工程项目呈大型化、复杂化趋势，发承包方式的变革，以及跨地区、跨国界的合作给承包商带来新的挑战和风险。EPC模式较好地解决了工程项目中连续的项目治理过程互相分离的矛盾，能够在专门大程度上缩短工期、节约投资、提高工程运作效率、降低工程总造价，逐步成为国际上工程承发包的主流模式之一。然而，承包商在得到相对较高利润的同时，也承担了更多的风险。介于前期资料的不确定性，项目投标时期承包商面临着大量风险，专门是典型的投标报价风险。投标报价的高低不仅是项目能否中标的决定因素，而且是项目中标后能否成功的重要因素。因此，分析EPC模式下承包商投标时期的风险并对其进行正确的治理对保证承包商利益具有重要意义。

本文在深入分析EPC模式的基础上，依据风险治理的内容及流程，详细探讨了EPC模式下投标时期承包商风险识别→风险评判→风险应对的风险治理全过程。具体包括：1）依照不同的风险来源，运用多种识别方法，深入分析了承包商的风险因素及风险事件，并建立详细的风险清单；2）运用合适的风险评判方法和技术，对已识别出的风险清单进行了风险评判；3）针对已识别和分析的风险，依照合理的风险应对流程，建立了与风险关联的投标报价程序，构建了相应的风险应对措施矩阵。最后结合一个案例，对EPC模式下承包商投标时期的风险进行了较为全面的分析。

关键词：EPC 承包商风险治理投标时期

Research on the Risk Management of the Contractor under EPC Mode in Bidding Phase

ABSTRACT

Construction project becomes larger and more complicated. The way of allocating and contracting has changed, and the cooperation of trans-regional and trans-national has brought new challenges and risks to the contractor. EPC mode has solved the contradictions of the projects separated from each other in the project

management process, and the conflict can greatly shorten the construction period, save investment, improve project operation efficiency and reduce project total cost. EPC mode is a kind of important contracting mode of large-scale construction. The main contractor gets relatively higher profit. However, it also takes on more risk at the same time. Based on the uncertainty of the material, the project tendering phase contractor faced massive risk, especially the typical bidding quoted price risk.The discretion of the bid price quotation is not only whether they can bid the project, but is also the decision factors that can lead to success after the bids. Therefore, analytical EPC contractor bidding stage under the mode of risk and the right to security contractor interests of management is important.

Based on the charactistics of EPC mode and the content and process of risk management, this article discussed the EPC mode tender stage contractors Risk identification→Risk assessment→Risk response of all pro cess of risk management. From the EPC mode contractor is confronted with risk identification of tendering phase. Researched in the contractor bidding phase of the study of risk analysis and risk response. Introduced the bid price quotation risk corresponding risk identification, risk analysis and risk response, classification of risk, applyed a variety of recognition methods, and in-depth analysised of the general contractor risk factors and risk events, and established the detailed risk list. In order to minimize the bidding phase due to losses from offer error, improve projects profitability. Finally, this paper combining a case, which is the risks of systemic analysis of the EPC mode contractor bidding phase,including 1）According to different sources of risk, using various identification method, in-depth analysis of the contractor's risk factors and risk events, and establish the detailed risk list. 2) Using appropriate risk assessment method and technique, evaluating the risk of the identified the risk list. 3）According to the risk that have already recognised and analysised, according to the reasonable risk response process, established the bid price squotation procedure which associated with the risk,Constructed the corresponding risk measures matrix. Finally, with a case of EPC mode contractor bidding phase of risk making a comprehensive analysis of EPC mode contractor bidding phase of risk.

Key words: EPC Contractor Risk Management Tendering Ph

目录

第一章绪论 (1)

1.1 问题提出 (1)

1.2 国内外研究现状 (1)

1.2.1 EPC模式研究现状 (1)

1.2.2风险治理研究现状 (2)

1.2.3 EPC模式下承包商风险治理研究现状 (3)

1.3 研究的内容和技术路线 (6)

1.3.1 研究内容 (6)

1.3.2 技术路线 (7)

第二章相关基础知识 (8)

2.1 EPC总承包模式 (8)

2.1.1 EPC总承包模式的结构 (8)

2.1.2 EPC工程总承包的要紧内容 (9)

2.1.3 EPC总承包模式的优缺点 (10)

2.1.4 EPC 模式与其它常见总承包模式的比较 (11)

2.1.5 EPC项目中业主和承包商的责任范畴 (14)

2.2项目风险治理 (15)

2.2.1风险的含义 (15)

2.2.2 项目风险治理过程 (16)

第三章EPC模式下投标时期承包商的风险识别 (18)

3.1项目风险识别的程序 (18)

3.2项目风险识别的方法 (18)

3.3 EPC模式下投标时期承包商的风险来源分析 (19)

3.4 EPC模式下投标时期的承包商风险清单 (26)

第四章EPC模式下投标时期承包商的风险分析与评判 (28)

4.1 EPC项目风险分析技术的选择 (28)

4.2 风险指数法的步骤 (29)

4.3 风险指数法评判结果 (30)

第五章EPC模式下投标时期承包商的风险应对 (32)

5.1 风险应计策略的选择流程 (32)

5.2 EPC模式下投标时期承包商的风险应计策略 (33)

5.2.1 EPC模式下承包商投标报价流程 (33)

5.2.2 EPC模式下投标时期承包商风险治理矩阵 (33)

第六章EPC项目投标时期承包商风险治理案例分析 (38)

6.1工程概况 (38)

6.2西部管道工程投标时期的风险识别 (40)

6.3西部管道工程投标报价风险的应对 (43)

结论 (45)

参考文献 (46)

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第一章绪论

1.1 问题提出

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