FIDIC合同条件下承包商的费用索赔策略研究初稿.doc

PAGE 2012届本科毕业论文 题目：FIDIC合同条件下承包商的费用索赔策略研究 Research on Contractor’s Cost Claim Strategy based on FIDIC Conditions of Contract for Construction 姓 名： 张坤 学 号： 学 院： 管理学院 专 业： 工程造价 班 级： 08—2 指导教师： 徐瑾 讲师 FIDIC合同条件下承包商的费用索赔策略研究 摘要 改革开放以来，我国许多大型乃至超大型国有施工企业在“走出去”的国家战略指导下，不断完善市场结构合理化布局，积极拓展海外市场并取得了不小的成就。国际工程承包市场向来竞争激烈，特别是在2008年金融危机的背景下，基建投资计划大面积收缩，许多大型工程项目被迫延期甚至取消，为了争夺有限的工程项目，承包商不得不压低投标价格以获取承包权。在此种情况下，承包商的索赔技巧及索赔管理水平对盈利能力的影响大大提高。 本文从承包商的角度出发，以国际工程承包中广泛使用的FIDIC施工合同条件（1999年第一版）为依据，通过深入解读FIDIC施工合同条件通用条件中与索赔有关的条款、仔细梳理承包商索赔的程序、系统归纳费用索赔的内容与计算方法以及详细介绍索赔报告的内容与编写要求，引入索赔矩阵——这一在国际工程索赔管理中的新工具，深入探讨了在FIDIC合同条件下承包商的费用索赔策略问题并提出了运用索赔矩阵来构建初步的索赔专家系统模型的新思路。 关键词： FIDIC 承包商 费用索赔 索赔矩阵 Research on Contractor’s Cost Claim Strategy based on FIDIC Conditions of Contract for Construction ABSTRACT A large number of state-owned construction companies, especially giant conglomerates, under the direction of national strategy of “go abroad”, have been trying to perfect reasonably market-driven structural layout and actively expand overseas market, and gain much achievement. The international project contracting market has been among fierce competition and because of the financial crisis emerging from 2008, the infrastructure investment plan is shrinking enormously and many huge projects have been forced to be delayed or concealed. The international contractors have to reduce their tender price to obtain the contract. In this circumstance, the competence of claims and level of claims management is becoming more and more important to the contractors’ profitability. This article, based on the worldwide-accepted FIDIC conditions of contract for construction (version of “1999”), thoroughly studies the claim strategies for contractor and the establishment of the preliminary claim expertise model by bringing in the claim matrix which is a new tool in international engineering claim management, by means of deeply interpreting the claim-related clauses in the general