Reference methods of procurement management
(a) Supplier evaluation
1, the Ministry of Materials is responsible for organizing the information provided by all parties to the supplier, reported to the evaluation team evaluation.
(1) The Material Department organizes the examination and evaluation of qualified suppliers, which includes:
a, production capacity
b, price level
c, quality level
d, payment terms
e, after-sales service
f, performance capacity and visibility.
Approved by the company's management department and general manager, qualified suppliers will be included in the list.
(2) Materials belonging to the subcontractor's own purchasing in the scope of contracting shall be purchased by the subcontractor itself, but the important materials shall be selected from the company's "Qualified Sub-supplier Roster" or be assessed beforehand and included in the roster before purchasing.
2, the supplier's determination
The procurement of bulk materials, led by the material department to organize the bidding, the company's material department, the company's operating departments, the project department **** with the audit. Specifically according to the following procedures.
(1) Initial inquiry: After the project is awarded, according to the material plan prepared by the project, the material department of the company will make inquiries on the materials required for the project and make inquiries for the records, and prepare the "Material Inquiry Summary Table".
(2) bidding: the Ministry of Materials and the project department **** with the establishment of the bidding evaluation team (project manager, business manager, project materials manager, etc.), the company's Business Department is responsible for preparing the "Invitation to Bid Announcement", "Invitation to Bid Announcement" includes: bidding for the name of the material, material requirements, the date of the opening of the bid, etc., the bidder must provide the bidding proposal, the requirements of the qualification information of the supply manufacturers.
(3) each bidding suppliers should be provided on the specified date back to the bidding information (or stamped facsimile).
(4) Bid opening: the Material Department to organize the bid opening, fill out the "Material Procurement Bid Opening Evaluation Record Sheet", filed by the company's Material Department.
(5) Bid evaluation: Material Department bidding evaluation team to carry out bid evaluation, bid evaluation according to the following procedures:
a, through the qualification review of bidders for bidding documents compliance review;
b, through the compliance review of the bid price ranking, according to the bidder's price, product quality, service, commitment, reputation and performance to make a comprehensive assessment, and the initial selection of specific Comprehensive evaluation, and preliminary selection of specific suppliers.
(6) final evaluation: the Ministry of Materials according to the results of the evaluation of the bid to fill out the "material procurement winning unit sign-off sheet", the final selection of suppliers and send a notice to the winning unit.
(7) material procurement winning unit by the project department material manager, operations manager, project manager, the company's material department manager, the company's operations manager audit, general manager approval.
(8) The same type of material can be tendered at the same time in the qualified suppliers, choose more than 3 suppliers.
(2) the relevant provisions of the procurement
1, on the urgent need to purchase A, B class materials, and the material supplier is not a friendly supplier who has cooperated with the project manager to report to the general manager to explain the reasons for the site of the project department of the emergency evaluation of the supplier by the material manager, business manager, technical manager, the project manager The project department will evaluate the supplier urgently on site, and the material manager, commercial manager, technical manager, project manager, and the evaluation team will evaluate the supplier, and then determine the price after bidding quotation. Supplier-related information and company approval procedures within 2 days to report to the company.
2, the Party designated material suppliers, no long-term cooperation opportunities, the company will not be evaluated to control, without the establishment of supplier files. There are opportunities for cooperation, after evaluation, assessment into the list of qualified suppliers.
(C) the management of procurement contracts
1, the Ministry of Materials is the competent authority of the material procurement contract, the Ministry of Materials is responsible for taking the lead in organizing the material procurement contract drafting, negotiation, deliberation, signing and management.
2, the procurement contract should be sub-projects to establish the contract file and make a good loan registration procedures.
3, the procurement contract should be marked material quality requirements, technical standards, the supplier is responsible for the quality of the conditions and duration.
4, the procurement contract should be marked in detail the name of the material, trademark, specifications, quantity, unit price, amount, arrival time requirements, there must be a projected number and amount.
5, the payment terms of the procurement contract, must be in line with the actual situation of the project to ensure the normal operation of the project.
6, the material procurement contract should indicate the occurrence of contract disputes, is arbitration, or the Court of Appeals, indicating the place of jurisdiction.
7, the Ministry of Materials to provide various types of procurement contracts after evaluation of the model, for the project department procurement use.
(D) material transportation
1, materials in the transportation, the supplier should be perishable and perishable raw materials, semi-finished products, finished products and engineering equipment to develop transportation measures, clear transportation requirements, designate the person in charge of transportation. For large components transportation and lifting suppliers should develop a detailed program and approval by the supplier's technical director.
2, the person in charge of transportation should be transported to the operator for the operation of the instructions, there are special transportation requirements of the material, the person in charge of transportation should be issued in writing transportation operating instructions, careful delivery.
3, the material is certified, the warehouse entry officer is responsible for warehousing procedures, fill out the inventory account, record the name of the material, the date of entry, quantity, specifications, etc., so that the account, the same thing, and make a good mark. After the inspection of unqualified materials, should be stored separately, hanging signs, to prevent misuse or misuse.
(E) material acceptance of the relevant provisions
1, the construction unit to provide materials acceptance
(1) construction unit to provide materials, including construction unit directly provided materials and construction unit directly designated subcontractors to provide materials for the project.
(2) materials provided by the construction unit, by the project material department, quality inspector (technical department) together with the construction unit *** with the site field verification, the project material department is responsible for the verification records, fill in the "incoming material verification record", and "incoming material verification record" sent to the project quality inspector, the corresponding proof of the original material will be sent to the project technical department for archiving. For disputed materials, the project department and the construction unit *** with a good record, the project tester and the construction unit *** with the sampling, retest inspection.
(3) construction unit designated subcontractor procurement, according to the ? Project material testing program? Requirements need to be retested materials, by the project quality inspector (Technology Department) for test commissioning, sampling by the construction unit, supervision unit, project materials department, tester, quality inspector to participate, and sent to the four-way confirmation of the testing unit for retesting.
(4) the construction unit to provide products failed or inconsistent with the supply list, the project material department should be well documented, suspend acceptance, and promptly notify the construction unit in writing, to negotiate the disposal.
2, self-procurement materials acceptance
(1) incoming materials to be in conjunction with the materials manager, quality inspector (technical department), treasurer and related units *** with the implementation of acceptance.
(2) The project material department should carry out the quantity acceptance and quality confirmation of the incoming materials, and make the corresponding acceptance records and markings.
(3) Take samples for retesting according to the specified requirements.
(4) If the subcontracting unit purchases the materials by itself according to the regulations, it should be reported to the Material Department of the project department for approval before purchasing, and should be reported to the project department for checking and confirming before entering into the warehouse or using.
(5) the treasurer after checking the quality and quantity of incoming materials and supplies in full compliance, the treasurer issued "acceptance of warehousing orders", material manager, delivery person, treasurer signature, and according to the "acceptance of warehousing orders" warehouse bookkeeping joint registration of the material custody account, "acceptance of warehousing orders" in the name of the supplier of the use of the information must be filled out clearly, "acceptance of warehousing orders" corresponding to the transfer of the relevant departments;. Problems occurring during the acceptance process, should be immediately returned to the material manager, the material manager to contact the supplier, according to the terms of the contract for disposal.
(6) project materials department supervise the treasurer, before the end of each month will be in the inventory list, out of the inventory list registration summary, reported to the project management department, the Ministry of Finance in order to cost accounting.
(7) the quality of incoming materials does not meet the requirements, should be well marked, isolated, and timely transported from the site, the quality of the material supply and demand disputes between the two sides, should be approved by the government inspection agency to be re-examined, re-examination of the material during the material is not allowed to use.
3, submitted to the project supervisor 〈〈project materials into the field inspection form〉〉contents include:
(1) factory certificates.
(2) manufacturer's quality inspection report.
(3) Manufacturer's quality assurance certificate.
(4) Commercial Inspection Certificate.
(5) Field inspection records.
(6) Entry retest report.
(F) the site of the relevant provisions of the material claim
1, the Ministry of the project to use the unified requirements of the company's collaterals, collaterals, must be signed by the relevant personnel with the limit of collaterals, by the warehouseman according to the limit of collaterals issued by the single material, fill out the bill of goods. Material distribution should be in line with the principle of "first in, first out". First-in-first-out? The principle.
2, collateral materials, issued by the site foreman "collateral list", approved by the Ministry of Management, the project technology department, the treasurer according to the issuance of materials, and registration of the accounts, the consignee, the use of collateral and the unit must be filled out clearly, the "limit of collateral list" corresponding to the transfer of each link to the relevant departments.
3, there is a consumption quota of materials, must implement the limit of materials, and the rational use of materials, strict program management, to reduce the loss of materials and waste. To exceed the planned use of materials by the responsible person to write a written report, explaining the reasons for overconsumption, approved by the Ministry of Management, the project manager for approval before additional material supply.
(VII) site storage of materials related provisions
1, the management of inventory materials using perpetual inventory system, according to the category, variety, specifications and value of the establishment of materials ledger, to ensure that the account, card, material three in line with the day to do the end of the month to clear the end of the month to prepare the "inventory material receipt and inventory statement" and "material into the acceptance of the inventory record sheet", "material out of storage sheet summary table", "material receipt record sheet", "material out of storage sheet summary table", "material out of storage sheet", "material out of storage sheet", "material out of storage sheet summary table". The "material out of the warehouse single summary table", signed by the relevant personnel before the end of each month, the project management department, the Ministry of Finance for costing, while the company reported to the Ministry of materials for a check.
2, in order to ensure the correctness of the costing, the site materials should be inventoried at the end of each month, the preparation of inventory report, signed by the materials management personnel, inventory personnel and other signatures reported to the project management department, the Ministry of Finance.
3, the owner, the material provided by the Party should be stored separately, the establishment of a separate inventory ledger, and hang signs for identification.
4, the treasurer of the storage of steel should be divided into models, varieties of zoning stacking, numbered and labeled. Acceptance requires more than two counts.
5, the treasurer of the storage of moisture-prone materials, there should be moisture-proof measures, and were numbered and labeled.
6, the treasurer of flammable and explosive materials, special storage, a person in charge, and strict fire safety measures.
7, the treasurer of other materials in storage in accordance with the characteristics of different types and storage requirements for storage, so that the storage is reasonable, the material is not mixed, the specifications are not string, not lost, not loss. And according to the requirements of the standing signage.
8, the treasurer of the shelf-life requirements of the material should be regularly checked to prevent expiration, and do a good job of identification.
9, the treasurer of easily damaged materials to protect the packaging to prevent damage.
10, the treasurer of the inventory of materials to be regularly inventoried, so that the inventory of materials account, card, material three in line.
11, the warehouseman is responsible for the inventory of materials and equipment for maintenance, routine maintenance, and at the same time the need to brush the oil brush oil and other work.
12, do a good job of security protection of inventory materials to achieve fire, water, theft, ventilation requirements.
(H) material identification management
1, according to the project and the company's requirements, the identification of materials using a unified form of identification.
2, the project can be based on the actual situation of the site, to determine the specific material and format size of the logo, the company does not do restrictions.
3, the treasurer of the material labeling labeling content should be standardized according to the project requirements, comprehensive and uniform.
4, materials inspection and test status using cards, labels, tags or quality records and other ways to identify, project quality inspector is responsible for the site materials inspection and test status identification.
5, material identification methods are divided into marking, recording. Material marking is realized through labels, signs, zoned storage and quality records, etc. On-site material marking is the responsibility of the project library management personnel. Specific marking in accordance with the company's requirements, the project department should be regularly checked.
6, the marking should be clear, detailed, eye-catching, to ensure that the material storage is not muddy, not string, not messy, not lost, not damaged.
(IX) material proof of management
1,, must establish a sound material proof of a variety of materials detailed ledger, a variety of materials, factory date, material proof, on-site retesting records, to be properly stored. Such as cement, steel:
(1) Cement should have the manufacturer's factory quality certificate (including factory, variety, factory date, factory number, test data).
(2) The incoming cement should have a test report.
(3) The material proof of incoming steel must be submitted together with the acceptance.
2, subcontracting units to purchase their own materials, the relevant information is submitted by the subcontracting unit is responsible for. But be responsible for supervision and inspection.
(10) waste, residual materials disposal of the relevant provisions
1, in the project completion stage, shall not be privately dealt with residual materials and waste materials, residual materials and waste materials, the project treasurer is responsible for the management of the project department, listed on the list. If you need to deal with should be proposed by the project material department to deal with the program, fill out the "project withdrawal materials disposal order" reported to the company for approval before processing. Evaluation report, list of materials to be handled and the funds generated must be submitted in full to the company's Finance Department.
2, where the materials lost during this period or have a private treatment behavior, will be held accountable for the responsibility of the relevant personnel.
(XI) account
1, on credit materials and equipment to synchronize the provision of relevant procedures (bills, manifests, etc.) for warehousing procedures, and reported to the financial sector in a timely manner to reflect the accurate synchronization of the financial figures, the amount of materials and equipment is not paid for the unaccounted for.
2, reconciliation: project material management personnel to have monthly reconciliation with the supplier of the pending accounts, and both sides signed to confirm, and then delivered to the property, business and other departments for bookkeeping.
3, the project to have accounts payable. Customers to establish a special accounts payable ledger, and to manage, in order to ensure the timely supply of quality and quantity of materials and equipment and good customer relations; ledger to be detailed customer, business date, the main products, the total amount of business transactions, paid, payable and other information.
(XII) material procurement payment
1, the principle: low input, high output, to achieve cost minimization.
2, the plan payment: the project department of materials, equipment payments each time before the payment (settlement), by the project manager, the Department of Operations, the Department of materials and related personnel to participate in the focus group meeting to decide, and prepare a plan for the company's approval, and then according to the company's approval of the views of the implementation of; settlement of more than 5,000 yuan, in principle, by transfer of funds to the implementation of the way.
Payment schedule to show the customer, the main products, customer name, business integrated, paid, payable number, the number of recommendations for this payment, the number of approvals and other columns.
3, leasing working capital materials settlement: in the settlement, the settlement of shortages of working capital materials to be handled first, and signed a written settlement procedures, timely cut-off, to reduce the incidence of deferred charges.
4, the project procurement of sporadic materials by the project material personnel with the approval of the project manager, the commercial manager of the advance borrowing request form, to the company by the Ministry of Materials, the competent leader for approval to the finance to receive a check. After the procurement of financial requirements will be relevant invoices and other timely return to the financial for write-off procedures.
5, not signed a contract for materials, payment of advance can be approved by the project manager, the Department of the advance borrowing request form, to the company by the Ministry of Materials, the competent leader for approval to receive checks to the financial. Procurement is completed reimbursement, procurement invoices should be attached to the acceptance of the inventory list and the list of materials and supplies, the Ministry of Finance will be reimbursed after reviewing the contract agreement.
6, bulk payment of materials and equipment, you must execute the approval of the "Material Purchase Approval Form" to the Finance Department for borrowing procedures.
7, the project department should develop material usage control measures. According to the construction material consumption budget, do a good job of total control, the implementation of the limit of materials. Subcontracting team overconsumption of materials, the Ministry of the project to be deducted from the project payment, saving materials can apply for incentives.
8, regular accounting of the project's main material consumption, material consumption analysis, and the project's comprehensive plan for comparison, the cost of abnormal warning, and investigate the reasons for countermeasures.
(xiii) quality control of incoming materials
1, the project should be on-site materials management regular self-examination (self-examination content see "construction site materials management checklist"), the company's materials department should also be irregularly on the project's materials management inspection.
2, all materials related to the project into the field, the project materials manager based on the procurement contract, procurement plan, to take the appearance of the quality check, check the product labeling, specifications, models, quantities, sampling the geometry of the material, verification of the quality of the material into the field to prove the quality of the material and the quality inspection report and other methods of field inspection, qualified before entering the field. Appearance of unqualified materials returned immediately, may not enter the field.
3, the project technical person in charge of the "test program" requirements in a timely manner to arrange for incoming material sampling, send test. Where the raw materials sent to the laboratory must be carefully filled out according to the content of the commissioning sheet, the test is completed in a timely manner to retrieve the test results.
4, after passing the test, the Ministry of Materials according to the verification, inspection results in a timely manner for acceptance procedures, fill out the "verification of incoming materials record", reported to the superintendent for acceptance; followed by relevant information: "equipment unpacking inspection records", "material test report (general)", "equipment and piping accessories test records", materials into the field retest report.
5, inspection, test unqualified raw materials, concrete, semi-finished products, on-site testing personnel must promptly report to the technical person in charge of the project to make disposition. Confirmation of unqualified products, is purchased by the Ministry of materials in a timely manner to return or replace; is provided by the owner of the owners to report to the owner for processing.
(xiv) materials and equipment (can be reused) unified management
The company's turnover of reusable materials and equipment to carry out unified management, unified deployment of the use; to achieve resource **** enjoyment, cost minimization.
The project department should be based on the material and equipment management approach to the requirements of the timely reporting of the company's required materials and equipment, the company unified deployment, when the company is not able to meet the needs of the project, in accordance with the procurement management approach to declare the procurement.
The projects are managed by a special account for the materials and equipment deployed by the company.
(xv) statements
1, material material monthly statement: monthly report. The table should be detailed in the previous period (total of the previous period), the current period (month), the cumulative number and so on.
The statement should be categorized according to the type of material, the establishment of sub-accounts; indicate the use of parts and other information.
2, supplier accounts payable monthly statement: monthly report. The table needs to detail the amount of last period's business (total amount of the previous period), the current period (month) business amount, the cumulative amount of business, the amount of last period's payable, the amount of this period's payment, the amount of cumulative payable, and so on.
;