项目一 认识建设工程监理 ·················································································.1
知识目标 ······································································································.1
拓展知识点 ···································································································.1
任务一 学习建设工程监理的基本知识 ······························································.1
1.1.1 建设工程监理简介 ··········································································.1
1.1.2 工程建设程序 ················································································.3
1.1.3 建设工程监理的性质 ·······································································.4
1.1.4 建设工程监理和政府监督管理的区别 ··················································.5
1.1.5 监理单位与其他单位的关系 ······························································.5
任务二 熟悉建设工程监理制度 ········································································.7
1.2.1 我国建设工程监理制度的发展历程 ·····················································.8
1.2.2 建设工程监理制度的特点 ·································································.8
1.2.3 建设工程监理的作用 ·······································································.9
1.2.4 我国建设工程监理制度的发展趋势 ·····················································.9
任务三 科学实施建设工程监理 ·······································································.11
1.3.1 建设工程监理的法律依据 ································································.11
1.3.2 建设工程监理实施的原则 ································································.12
1.3.3 建设工程监理实施的方法 ································································.13
1.3.4 建设工程监理实施的程序 ································································.15
项目小结 ·····································································································.16
能力训练 ·····································································································.16
项目二 工程监理企业和监理工程师 ····································································.19
知识目标 ·····································································································.19
拓展知识点 ··································································································.19
任务一 成立工程监理企业 ·············································································.19
2.1.1 工程监理企业 ···············································································.20
2.1.2 工程监理企业的资质要素 ································································.20
2.1.3 工程监理企业的资质等级和业务范围 ·················································.21
2.1.4 工程监理企业的资质申请与审批 ·······················································.24
任务二 开展工程监理业务活动 ·······································································.25
2.2.1 工程监理企业经营活动的基本准则 ····················································.25
2.2.2 工程监理费用的计取 ······································································.26
任务三 打造高素质监理工程师的成长途径 ·······················································.28
2.3.1 监理工程师的素质和职业道德 ··························································.28
2.3.2 监理工程师的法律地位和法律责任 ····················································.29
2.3.3 监理工程师的考试、注册和继续教育 ·················································.31
项目小结 ·····································································································.33
能力训练 ·····································································································.34
项目三 组建项目监理机构 ················································································.36
知识目标 ·····································································································.36
拓展知识点 ··································································································.36
任务一 了解组织的基本原理 ··········································································.36
3.1.1 组织和组织结构 ············································································.37
3.1.2 项目监理机构的组织设计 ································································.37
3.1.3 组织活动的基本原理 ······································································.39
任务二 熟悉工程项目的委托方式····································································.40
3.2.1 平行承发包模式 ············································································.40
3.2.2 设计或施工总承包模式 ···································································.42
3.2.3 项目总承包模式 ············································································.43
3.2.4 项目总承包管理模式 ······································································.44
任务三 设立工程项目监理机构 ·····································································.46
3.3.1 项目监理机构的组建 ······································································.46
3.3.2 项目监理机构的组织形式 ································································.47
3.3.3 项目监理机构的人员配备 ································································.49
3.3.4 监理人员的岗位职责 ······································································.50
项目小结 ·····································································································.52
能力训练 ·····································································································.52
项目四 建设工程投资控制 ················································································.55
知识目标 ·····································································································.55
拓展知识点 ··································································································.55
任务一 了解建设工程投资 ·············································································.55
4.1.1 建设工程投资的构成 ······································································.56
4.1.2 建设工程投资的特点 ······································································.56
4.1.3 建设工程投资控制的目标及原理 ·······················································.57
任务二 科学决策施工前期项目投资 ································································.59
4.2.1 决策阶段的投资控制 ······································································.59
4.2.2 设计阶段的投资控制 ······································································.60
4.2.3 招投标阶段的投资控制 ···································································.61
任务三 施工阶段对项目投资进行控制 ·····························································.61
4.3.1 工程计量 ·····················································································.62
4.3.2 现场签证 ·····················································································.63
4.3.3 合同价款调整 ···············································································.63
4.3.4 工程变更和变更估价 ······································································.64
4.3.5 工程索赔 ·····················································································.65
4.3.6 工程款支付 ··················································································.66
任务四 建设工程投资偏差分析 ·······································································.69
4.4.1 投资偏差分析参数 ·········································································.69
4.4.2 投资偏差原因分析 ·········································································.70
4.4.3 投资偏差处理 ···············································································.71
项目小结 ·····································································································.71
能力训练 ·····································································································.72
项目五 建设工程进度控制 ················································································.74
知识目标 ·····································································································.74
拓展知识点 ··································································································.74
任务一 了解建设工程进度控制 ·······································································.74
5.1.1 建设工程进度控制的概念 ································································.75
5.1.2 建设工程进度的日期和期限 ·····························································.75
5.1.3 影响建设工程进度的因素 ································································.76
任务二 编制、检查和优化施工进度计划 ··························································.77
5.2.1 施工进度计划的编制 ······································································.78
5.2.2 施工进度计划审查 ·········································································.78
5.2.3 施工进度计划的动态检查 ································································.79
5.2.4 施工进度计划的调整和优化 ·····························································.80
任务三 对工程项目实施进度控制····································································.81
5.3.1 确定进度控制目标 ·········································································.82
5.3.2 进度控制的监理工作内容 ································································.82
5.3.3 比较施工进度的方法 ······································································.85
项目小结 ·····································································································.89
能力训练 ·····································································································.89
项目六 建设工程质量控制 ················································································.92
知识目标 ·····································································································.92
拓展知识点 ··································································································.92
任务一 了解建设工程质量的相关知识 ·····························································.92
6.1.1 建设工程质量的概念 ······································································.92
6.1.2 建设工程质量的特点 ······································································.93
6.1.3 影响建设工程质量的主要因素 ··························································.93
6.1.4 各阶段对建设工程质量的影响 ··························································.94
任务二 熟悉建设工程项目质量控制 ································································.95
6.2.1 质量控制的目标 ············································································.95
6.2.2 质量控制的原则 ············································································.96
6.2.3 参建各方的质量责任和义务 ·····························································.96
任务三 在项目施工过程中的质量控制 ·····························································.99
6.3.1 准备阶段的监理工作 ······································································.99
6.3.2 实施阶段的监理工作 ····································································.102
6.3.3 质量控制的方法 ··········································································.107
任务四 处理质量缺陷与质量事故···································································.111
6.4.1 质量缺陷的处理程序 ·····································································.111
6.4.2 质量事故的处理程序 ····································································.112
6.4.3 质量事故的鉴定和验收 ·································································.112
项目小结 ···································································································.113
能力训练 ···································································································.113
项目七 建设工程监理验收工作 ········································································.116
知识目标 ···································································································.116
拓展知识点 ································································································.116
任务一 规范化制定质量验收方案··································································.116
7.1.1 建设工程的划分 ··········································································.117
7.1.2 质量验收工作的内容 ····································································.117
7.1.3 质量验收程序 ·············································································.118
任务二 项目监理机构组织施工质量验收 ························································.119
7.2.1 检验批质量验收 ··········································································.119
7.2.2 分项工程质量验收 ·······································································.122
7.2.3 分部工程质量验收 ·······································································.123
任务三 建设单位组织单位工程竣工验收 ························································.125
7.3.1 单位工程竣工验收条件 ·································································.126
7.3.2 单位工程竣工验收的工作内容 ························································.126
7.3.3 质量验收标准 ·············································································.127
任务四 实施工程验收后的监理工作 ······························································.133
7.4.1 质量验收不合格的处理方式 ···························································.134
7.4.2 工程竣工验收报告 ·······································································.134
7.4.3 工程质量维护与保修 ····································································.135
项目小结 ···································································································.135
能力训练 ···································································································.136
项目八 建设工程监理文件与信息管理 ·······························································.141
知识目标 ···································································································.141
拓展知识点 ································································································.141
任务一 了解建设工程信息管理 ·····································································.141
8.1.1 信息管理的概念 ··········································································.142
8.1.2 建设项目管理信息化 ····································································.142
8.1.3 信息管理中BIM 技术的应用 ··························································.144
任务二 整理和形成监理文件资料··································································.145
8.2.1 监理文件资料概述 ·······································································.145
8.2.2 监理实施前的主要文件资料 ···························································.146
8.2.3 监理过程中形成的主要文件 ···························································.148
8.2.4 监理文件资料管理 ·······································································.149
任务三 项目监理机构对工程档案的管理 ························································.150
8.3.1 工程档案概述 ·············································································.150
8.3.2 工程文件档案管理 ·······································································.151
8.3.3 工程档案验收与移交 ····································································.153
项目小结 ···································································································.154
能力训练 ···································································································.154
项目九 建设工程合同管理 ··············································································.157
知识目标 ···································································································.157
拓展知识点 ································································································.157
任务一 了解建设工程合同 ···········································································.157
9.1.1 合同的基本知识 ··········································································.158
9.1.2 与建设工程相关的合同 ·································································.159
9.1.3 合同管理的内容与方法 ·································································.161
任务二 熟悉建设工程施工合同关键性条款 ·····················································.162
9.2.1 建设工程施工合同的相关知识 ························································.162
9.2.2 合同当事人及项目负责人 ······························································.163
9.2.3 合同主体的义务 ··········································································.164
9.2.4 对监理人的规定 ··········································································.165
9.2.5 违约责任 ···················································································.165
9.2.6 不可抗力 ···················································································.167
9.2.7 索赔 ·························································································.167
9.2.8 争议解决 ···················································································.168
任务三 监理单位订立建设工程监理合同 ························································.169
9.3.1 监理合同的相关知识 ····································································.170
9.3.2 当事人的义务 ·············································································.170
9.3.3 违约责任 ···················································································.172
9.3.4 合同履行 ···················································································.172
9.3.5 争议解决 ···················································································.174
任务四 工程合同中应考虑的风险问题 ···························································.174
9.4.1 合同风险分类及成因 ····································································.175
9.4.2 施工合同的常见风险及特征 ···························································.175
9.4.3 工程合同的风险分配 ····································································.176
项目小结 ···································································································.177
能力训练 ···································································································.177
项目十 建设工程安全监理工作 ········································································.181
知识目标 ···································································································.181
拓展知识点 ································································································.181
任务一 了解我国建设工程安全管理体制 ························································.181
10.1.1 建设工程安全生产管理概述 ·························································.182
10.1.2 建设工程安全监理的含义 ····························································.182
10.1.3 建设工程安全生产的法律、法规 ···················································.183
10.1.4 各参建单位的安全行为 ·······························································.185
10.1.5 监理单位安全管理的法律责任 ······················································.186
任务二 开展施工现场安全监理工作 ······························································.187
10.2.1 准备阶段的安全监理工作 ····························································.188
10.2.2 施工阶段的安全监理工作 ····························································.189
10.2.3 安全监理资料 ···········································································.192
任务三 有效应对危险性较大的分部分项工程 ··················································.192
10.3.1 危险性较大的分部分项工程 ·························································.193
10.3.2 危大工程专项施工方案 ·······························································.193
10.3.3 危大工程现场安全监理 ·······························································.194
任务四 建立和落实安全监理责任制度 ···························································.195
10.4.1 监理单位的安全管理制度 ····························································.196
10.4.2 项目监理机构各岗位的安全职责 ···················································.196
10.4.3 安全监理方式和手段 ··································································.198
项目小结 ···································································································.201
能力训练 ···································································································.201
项目十一 监理工作风险管理 ···········································································.204
知识目标 ···································································································.204
拓展知识点 ································································································.204
任务一 了解建设工程风险基本知识 ······························································.204
11.1.1 风险的相关概念 ·········································································.204
11.1.2 工程项目的风险类型 ···································································.206
任务二 监理单位合理应对项目风险 ······························································.207
11.2.1 建设工程风险管理 ······································································.207
11.2.2 监理单位的主要风险 ···································································.208
11.2.3 监理单位的风险防范措施 ····························································.209
项目小结 ···································································································.213
能力训练 ···································································································.213
附录A 《建设工程监理规范》用表目录 ····························································.216
第一节 A 类表（监理单位用表） ··································································.216
第二节 B 类表（监理单位用表） ··································································.225
第三节 C 类表（通用表） ···········································································.240
附件B 危险性较大的分部分项工程范围 ····························································.244
一、基坑工程 ······················································································.244
二、模板工程及支撑体系 ·······································································.244
三、起重吊装及起重机械安装拆卸工程 ·····················································.244
四、脚手架工程 ···················································································.244
五、拆除工程 ······················································································.245
六、暗挖工程 ······················································································.245
七、其他 ····························································································.245
附录C 超过一定规模的危险性较大的分部分项工程范围 ·······································.246
一、深基坑工程 ···················································································.246
二、模板工程及支撑体系 ·······································································.246
三、起重吊装及起重机械安装拆卸工程 ·····················································.246
四、脚手架工程 ···················································································.246
五、拆除工程 ······················································································.246
六、暗挖工程 ······················································································.247
七、其他 ····························································································.247
附录D 监理概论课程论文题目参考 ··································································.248
参考文献 ······································································································.249