关于印发《关于大型工程监理单位创建工程项目管理企业的指导意见》的通知
住房和城乡建设部
关于印发《关于大型工程监理单位创建工程项目管理企业的指导意见》的通知
建市〔2008〕226号
各省、自治区建设厅,直辖市建委,新疆生产建设兵团建设局,国务院有关部门,总后基建营房部,国资委管理的有关企业,有关行业协会:
为了贯彻落实《国务院关于加快发展服务业的若干意见》和《国务院关于投资体制改革的决定》的精神,推进有条件的大型工程监理单位创建工程项目管理企业,我部组织制定了《关于大型工程监理单位创建工程项目管理企业的指导意见》,现印发给你们,请遵照执行。执行中有何问题,请与我部建筑市场监管司联系。
中华人民共和国住房和城乡建设部
二○○八年十一月十二日
关于大型工程监理单位
创建工程项目管理企业的指导意见
为了贯彻落实《国务院关于加快发展服务业的若干意见》和《国务院关于投资体制改革的决定》的精神,推进有条件的大型工程监理单位创建工程项目管理企业,适应我国投资体制改革和建设项目组织实施方式改革的需要,提高工程建设管理水平,增强工程监理单位的综合实力及国际竞争力,提出以下指导意见。
一、工程项目管理企业的基本特征
工程项目管理企业是以工程项目管理专业人员为基础,以工程项目管理技术为手段,以工程项目管理服务为主业,具有与提供专业化工程项目管理服务相适应的组织机构、项目管理体系、项目管理专业人员和项目管理技术,通过提供项目管理服务,创造价值并获取利润的企业。工程项目管理企业应具备以下基本特征:
(一)具有工程项目投资咨询、勘察设计管理、施工管理、工程监理、造价咨询和招标代理等方面能力,能够在工程项目决策阶段为业主编制项目建议书、可行性研究报告,在工程项目实施阶段为业主提供招标管理、勘察设计管理、采购管理、施工管理和试运行管理等服务,代表业主对工程项目的质量、安全、进度、费用、合同、信息、环境、风险等方面进行管理。根据合同约定,可以为业主提供全过程或分阶段项目管理服务。
(二)具有与工程项目管理服务相适应的组织机构和管理体系,在企业的组织结构、专业设置、资质资格、管理制度和运行机制等方面满足开展工程项目管理服务的需要。
(三)掌握先进、科学的项目管理技术和方法,拥有先进的工程项目管理软件,具有完善的项目管理程序、作业指导文件和基础数据库,能够实现工程项目的科学化、信息化和程序化管理。
(四)拥有配备齐全的专业技术人员和复合型管理人员构成的高素质人才队伍。配备与开展全过程工程项目管理服务相适应的注册监理工程师、注册造价工程师、一级注册建造师、一级注册建筑师、勘察设计注册工程师等各类执业人员和专业工程技术人员。
(五)具有良好的职业道德和社会责任感,遵守国家法律法规、标准规范,科学、诚信地开展项目管理服务。
二、创建工程项目管理企业的基本原则和措施
创建工程项目管理企业的大型工程监理单位(以下简称创建单位)要按照科学发展观的要求,适应社会主义市场经济和与国际惯例接轨的需要,因地制宜、实事求是地开展创建工程项目管理企业的工作。在创建过程中,应以工程项目管理企业的基本特征为目标,制定企业发展战略,分步实施。
(一)提高认识,明确目标
创建单位要充分认识到工程项目管理服务是服务业的重要组成部分,是国际通行的工程项目管理组织模式;创建工程项目管理企业是适应国务院关于深化投资体制改革和加快发展服务业的政策要求,是工程建设领域工程项目管理专业化、社会化、科学化发展的市场需要,也是工程监理单位拓展业务领域、提升竞争实力的有效途径。创建单位应结合自身的实际情况,制订创建工程项目管理企业的发展战略和实施计划。
(二)完善组织机构,健全运行机制
创建单位应根据工程项目管理服务的需求,设置相应的企业组织机构,建立健全项目管理制度,逐步完善工程项目管理服务的运行机制。应按照工程项目管理服务的特点,组建项目管理机构,制定项目管理人员岗位职责,配备满足项目需要的专业技术管理人员,选派具有相应执业能力和执业资格的专业人员担任项目经理。
(三)完善项目管理体系文件,应用项目管理软件
创建单位应逐步建立完善项目管理程序文件、作业指导书和基础数据库,应用先进、科学的项目管理技术和方法,改善和充实工程项目管理技术装备,建立工程项目管理计算机网络系统,引进或开发项目管理应用软件,形成工程项目管理综合数据库,在工程项目管理过程中实现计算机网络化管理,档案管理制度健全完善。
(四)实施人才战略,培养高素质的项目管理团队
创建单位应制定人才发展战略,落实人才培养计划,通过多种渠道、多种方式,有计划、有目的地培养和引进工程项目管理专业人才,特别是具有相应执业资格和丰富项目管理实践经验的高素质人才,并通过绩效管理提高全员的业务水平和管理能力,培养具有协作和敬业精神的项目管理团队。
(五)树立良好的职业道德,诚信开展项目管理服务
创建单位应通过交流、学习等方式不断强化职业道德教育,制定项目管理职业操守及行为准则,严格遵守国家法律法规,执行标准规范,信守合同,能够与业主利益共享、风险同当地开展项目管理服务活动。
三、加强组织领导
创建工程项目管理企业是一项系统工程,各地建设主管部门要加强对此项工作的组织领导。
(一)各地建设主管部门要从本地实际出发,优先选择具有综合工程监理企业资质或具有甲级工程监理企业资质、甲级工程造价咨询企业资质、甲级工程招标代理机构资格等一项或多项资质的大型工程监理单位,加以组织和引导,促使其积极参与创建工程项目管理企业。要在深入动员的基础上,制定周密的计划,并组织其实施,帮助创建单位落实规定的条件,使其能顺利开展项目管理业务。
(二)各地建设主管部门要加大对社会化、专业化工程项目管理服务市场的培育和引导,加大对创建单位的扶持力度,支持创建单位在政府投资建设项目开展项目管理服务业务。同时,还要引导非政府投资项目的业主优先委托创建单位进行项目管理服务。鼓励创建单位在同一工程建设项目上为业主提供集工程监理、造价咨询、招标代理为一体的项目管理服务。
(三)鼓励创建单位与国际著名的工程咨询、管理企业合作与交流,提高业务水平,形成核心竞争力,创建自主品牌,参与国际竞争。
(四)中国建设监理协会及有关行业协会要积极协助政府部门落实创建工作,加强工程项目管理的理论研究,深入调查了解工程监理单位在创建工程项目管理企业过程中遇到的实际问题;要发挥企业与政府之间的桥梁和纽带作用,积极做好项目管理工作的总结、交流、宣传、推广和专业培训工作;要加强行业自律建设,建立完善诚信体系,规范企业市场行为。
(五)各地建设行政主管部门可结合本地实际情况,制定大型工程监理单位创建工程项目管理企业的具体实施细则。
国务院办公厅转发中国人民保险公司关于发展涉外保险业务增加外汇收入的报告的通知(附英文)
国务院
国务院办公厅转发中国人民保险公司关于发展涉外保险业务增加外汇收入的报告的通知(附英文)
国务院
中国人民保险公司《关于发展涉外保险业务增加外汇收入的报告》已经国务院批准,现转发给你们,请贯彻执行。
中国人民保险公司关于发展涉外保险业务增加外汇收入的报告
根据中央和国务院领导同志关于努力增加非贸易外汇收入的指示精神,最近我们对如何发展涉外保险业务增加外汇收入的问题进行了研究。现将有关问题报告如下:
一
随着我国对外开放政策的贯彻执行,我保险公司的涉外保险业务近年来有了迅速发展,目前开办的险种己达四十多种。除青海、西藏外,全国各省、自治区、直辖市都开办了涉外保险业务,业务量平均每年递增10%左右。我设在海外的保险机构业务,近年来也有较大的发展。我在香
港和澳门的四家保险公司一九八四年收入保险费比一九八三年增加近30%。这几家公司的盈利也逐年增长。
开展涉外保险业务,对我国对外贸时和经济交往中的风险(包括物质损失和赔偿责任)给予经济保障,提供防损服务,对促进我国对外经济贸易往来,增强外商来华投资的信心,起了积极作用。
二
涉外保险的保险费收入,是一项重要的无形贸易外汇收入,世界各国都很重视并积极开拓这项业务。目前我国的涉外保险业务发展比较缓慢,其保险费在国家全部非贸易外汇收入中所占比重很小,同我国实行对外开放的新形势极不相称。以办理时间较长、保险费收入占首位的进出口货
物运输保险为例,出口货物在国内保险的仅占50%,占出口成交额三分之一以上的石油等大宗商品,由我公司承保的极少。正常贸易进口货物在国内保险的比重已接近90%,但我向国外借款项下进口的设备,大部分仍在国外保险公司投保。此外,在我国的中外合作、外国独资企业和我
国对外承包、劳务合作项下的保险,外国人和港澳同胞来华旅游期间的保险,各国驻华机构人员在我国应承担的公众责任保险,以及我国驻外机构、在国外设立的贸易中心的合资、合作企业的保险,由我承保的比重都很低,有的根本没有在我国保险。从这些方面看,我国涉外保险业务潜力
很大,是大有可为的。
我们认为,只要加强领导,措施得力,在各有关部门支持配合下,“七五”期间涉外保险费收入(不包括国际再保险和海外机构的保险费收入)的每年增长速度,从现在的10%提高到18%是完全有可能的。
三
为了进一步发展涉外保险业务,当前应当采取以下几项措施:
(一)积极开展宣传工作。保险公司要在各部门、各行业和舆论界的支持和协助下,采取多种方式,积极宣传发展涉外保险业务和增加非贸易外汇收入的意义,宣传开办涉外保险对于扩大国际经济往来的好处,动员各方面的力量,支持涉外保险工作的开展。
(二)完善涉外经济法规中有关保险的条文。我国制定和颁布的各项涉外经济法规,凡需要列入保险条文的,都应明确按国务院国发[1985]33号文发布的《保险企业管理暂行条例》第三条规定办理。我国还应尽快制定和颁布在华的外国企业、机构和人员实行公众责任保险和机
动车辆第三者责任保险的条例。
(三)各级政府的外事和对外经贸部门要指导并协助开展国外保险工作。对外经贸部门召开的重要会议和同外商进行的重大项目谈判,应向保险公司通报有关情况,并在必要时邀请他们派人参加。审批涉外项目可行性研究报告和合同草案时,应将是否列入保险条文作为一项内容。我国
劳务出口单位对外承包工程项目时,在不违反当地政府法律的前提下,应力争在我国内保险。我国驻外使领馆和其他机构的财产和人员如需保险,除当地国或地区法律规定必须在当地保险外,均应在国内办理。我驻海外银行机构要同我在当地的保险机构密切合作,积极开展各项保险业务。
这些银行办理抵押贷款时,应争取将贷款保证向我保险机构投保。我国对外经贸系统在国外设立的公司和贸易中心等机构,必要时保险公司可派驻人员配合开展保险业务。我国旅游部门应积极协助保险公司开展来华旅游者所需要的保险。
(四)允许保险公司运用经济手段,推动业务发展。我国对外保险业务,有相当一部分是依靠经贸部门和其他有关部门的业务人员争取来的。例如,进出口货物运输保险,在国际保险市场竞争激烈的情况下,我经贸部门和有关部门为增加保险外汇收入,往往要经过艰苦的谈判,付出额
外的劳动,才能把外汇保险业务争到手。为了鼓励经贸部门和有关部门的职工积极协助保险公司开展涉外保险业务,为国家多增加一些非贸易外汇收入,保险公司可按保费收入一定比例(一般为百分之零点几到百分之几)提取劳务手续费,付给这些单位(以人民币支付),由单位在一般奖
金之外对搞得好的职工给予奖励。这部分奖金,可免交奖金税。具体办法由财政部下达执行。
(五)暂不允许外国保险公可来华开业。
(六)加强保险公司自身的建设。保险公司去年从中国人民银行分出后,虽然机构和人员有较多增加,但仍然不能适应业务发展的需要。从事涉外保险工作人员的素质亟需提高,应当对国际经济、涉外法律有较多的了解,并具有一定的外语水平。因此,除了我们自己抓紧培训在职干部
外,希望教育部门每年能分配一定数量的外语和金融、保险专业大学生,并能有计划地安排几个大专院校增设保险专业,以加速保险干部的培养。保险公司要努力提高服务质量,增加保险类别,增强我国保险的竞争能力。
以上报告如无不妥,请批转执行。(附英文)
CIRCULAR OF THE GENERAL OFFICE OF THE STATE COUNCIL FOR TRANSMIT-TING THE REPORT SUBMITTED BY THE PEOPLE'S INSURANCE COMPANY OF CHINA ONDEVELOPING INSURANCE BUSINESS INVOLVING FOREIGN INTERESTS IN ORDER TOINCREASE FOREIGN EXCHANGE
REVENUE
Important Notice: (注意事项)
英文本源自中华人民共和国务院法制局编译, 中国法制出版社出版的《中华人民
共和国涉外法规汇编》(1991年7月版).
当发生歧意时, 应以法律法规颁布单位发布的中文原文为准.
This English document is coming from the "LAWS AND REGULATIONS OF THE
PEOPLE'S REPUBLIC OF CHINA GOVERNING FOREIGN-RELATED MATTERS" (1991.7)
which is compiled by the Brueau of Legislative Affairs of the State
Council of the People's Republic of China, and is published by the China
Legal System Publishing House.
In case of discrepancy, the original version in Chinese shall prevail.
Whole Document (法规全文)
CIRCULAR OF THE GENERAL OFFICE OF THE STATE COUNCIL FOR TRANSMIT-
TING THE REPORT SUBMITTED BY THE PEOPLE'S INSURANCE COMPANY OF CHINA ON
DEVELOPING INSURANCE BUSINESS INVOLVING FOREIGN INTERESTS IN ORDER TO
INCREASE FOREIGN EXCHANGE REVENUE
(November 30, 1985)
The Report on Developing Insurance Business Involving Foreign Interests in
Order to Increase Foreign Exchange Revenue, which was submitted by the
People's Insurance Company of China, has been approved by the State
Council and is hereby transmitted to you for you to act upon accordingly.
Report of the People's Insurance Company of China on Developing Insurance
Business Involving Foreign Interests in Order to Increase Foreign Exchange
Revenue
(Excerpts)
In accordance with the essence of the policies of the State on striving to
increase non-trade foreign exchange revenue, we have recently made a study
of the question as to how to develop insurance business involving foreign
interests in order to increase foreign exchange revenue. We now submit the
report on the relevant questions as follows:
Chapter I
With the implementation of China's policy of opening to the outside world,
the insurance business involving foreign interests handled by our
Insurance Company has developed rapidly in recent years. At present, there
are already over 40 types of insurance coverage. The handling of the
insurance business involving foreign interests so as to give financial
protection against risks (including material losses and indemnity
liability) involved in China's foreign trade and economic exchanges and
provide services with a view to preventing losses has played a positive
role in promoting China's foreign trade and economic exchanges and in
enhancing the confidence of foreign businessmen coming to make investment
in China.
Chapter II
As the income from the premiums of insurance involving foreign interests
is an important item of foreign exchange revenue of invisible trade, the
various countries in the world have attached great importance to and are
actively developing this business. At present, China's insurance business
involving foreign interests is developing at a relatively slow pace and
the premiums only account for a very small proportion of the State's total
non-trade foreign exchange revenue, which ill conforms with the new
situation in which China is implementing the policy of opening to the
outside world. Take, for example, the transportation insurance for import
and export goods the handling of which has lasted for a relatively long
time and the premium income of which ranks first. Only 50 percent of the
export goods is insured domestically and such bulk goods as petroleum,
which account for over one-third of the total export business volume of
China, are rarely insured with our Company. Nearly 90 percent of the
import goods in normal trade is insured domestically, but most of the
equipment imported under loans China has obtained from abroad is insured
by insurance companies abroad. Furthermore, only a very small proportion
of the insurance related to the Chinese-foreign contractual joint ventures
and foreign-capital enterprises in China and under the project contracts
China has undertaken abroad or the labour service co-operative contracts
with foreign countries, of the insurance taken out by foreigners or
compatriots from Hong Kong and Macao coming to China's mainland for
tourist purposes, of the public liability insurance that the personnel of
foreign institutions in China are supposed to bear in China, and of the
insurance related to Chinese institutions abroad and the trade centres,
joint ventures and contractual joint ventures China has established abroad
is effected by our Company. In some cases, the insurance is even not
effected in China at all. All the above mentioned circumstances show that
China's insurance business involving foreign interests still has great
potentials and bright prospects.
Chapter III
With a view to further developing China's insurance business involving
foreign interests, it is imperative to adopt the following measures at
present:
1. It is imperative to conduct publicity drives actively, The Insurance
Company shall, with the support and help by the various departments,
people from all walks of life and the public opinion circles, employ
varied means and actively propagate the significance of developing
insurance business involving foreign interests and increasing foreign
exchange revenue from non-trade sources and of the advantages of handling
insurance business involving foreign interests to the expansion of
international economic exchanges in order to mobilize the various forces
to support the development of insurance business involving foreign
interests.
2. It is imperative to perfect the clauses related to insurance in China's
foreign economic laws and regulations. All clauses on insurance that need
to be included in the various foreign economic laws and regulations China
formulates and promulgates shall be handled in strict accordance with the
provisions in Article 3 of the Interim Regulations on the Administration
of Insurance Enterprises, which was promulgated by the State Council. It
is imperative for China to expedite the formulation and promulgation of
regulations concerning the public liability insurance that shall be
effected with respect to foreign enterprises, institutions and personnel
in China and the motor vehicle third-party liability insurance.
3. Departments for foreign affairs and departments for foreign economic
relations and trade under the governments at various levels shall give
guidance and assistance to the development of insurance business involving
foreign interests. Departments for foreign economic relations and trade
that are to call important meetings or hold talks with foreign businessmen
on major projects shall keep the Insurance Company advised of the relevant
developments and shall, if necessary, invite people from the Insurance
Company to attend such meetings or talks. In examining and approving the
feasibility study report and the draft contract with respect to a project
involving a foreign party, the inclusion of clauses on insurance shall be
one of the items for consideration. Chinese labour service units that are
contracting foreign engineering projects shall try their best to effect in
China the insurance with respect to the projects, provided this shall not
constitute a violation of the laws of the foreign governments involved. If
insurance is required for the property and personnel of Chinese embassies,
consulates and other institutions abroad, it shall be effected in China,
unless the laws of the countries or regions concerned stipulate that the
insurance shall be effected in their localities. Chinese banking
institutions based overseas shall work in close co-operation with the
Chinese insurance institutions in the localities and actively engage in
various types of insurance business.
When these banks are handling loans on mortgage, they shall try hard to
cover the insurance with the Chinese insurance institutions there with
respect to the security of the loans. The Insurance Company may, when
necessary, send their personnel to, and station them in, the corporations,
trade centres and other institutions established abroad by departments and
organizations affiliated to the Chinese Ministry for Foreign Economic
Relations and Trade to coordinate work in handling insurance business.
Chinese departments for tourism shall give active assistance to the
Insurance Company in providing the insurance required by tourists in
China.
4. The Insurance Company shall be permitted to employ economic means to
promote the development of insurance business. A considerable part of the
insurance business involving foreign interests has been canvassed through
efforts on the part of the business personnel of the departments for
foreign economic relations and trade and other departments concerned.
Take, for example, the transportation insurance for import and export
goods. Faced with the fierce competition in the international insurance
market, Chinese departments for foreign economic relations and trade and
other departments concerned, in order to increase foreign exchange revenue
from insurance business, often have to conduct strenuous negotiations and
do extra amounts of laborious work before they can succeed in obtaining
some insurance business involving foreign exchange. In order to encourage
the workers and staff of the departments for foreign economic relations
and trade and other departments concerned who actively assist the
Insurance Company in developing the insurance business involving foreign
interests so as to earn more foreign exchange revenue for the State from
non-trade sources, the Insurance Company may draw a certain proportion
(ranging from less than one percent to less than ten percent) from the
premium income as labour service fee to be paid to the aforesaid units to
be paid with RMB, which shall, on top of the common bonus, reward those
workers and staff members who have performed well in this regard. Such
rewards may be exempted from bonus tax. The Ministry of Finance shall
formulate measures in this respect and promulgate them for implementation.
5. Foreign insurance companies shall for the time being not be permitted
to begin their business operations in China.
6. The Insurance Company shall strengthen its own organization setup.
Since the Insurance Company itself separated from the People's Bank of
China last year, although there has been a relatively big increase in its
agencies and personnel, this increase still cannot meet the needs of its
business development. It is an urgent task to improve the quality of the
personnel engaged in insurance business involving foreign interests, who
shall be required to have a better knowledge of the international economy
and of China's laws and regulations governing its external economic
activities and have a fairly good command of foreign languages. Therefore,
in addition to intensifying our work to offer in-service training to our
cadres, we hope that the departments for education will provide us every
year with a certain number of university graduates who major in foreign
languages, finance or insurance, and will arrange in a planned way for
some institutions of higher learning to initiate the specialty of
insurance so as to quicken the cultivation of cadres who will specialize
in insurance business. The Insurance Company shall work hard to improve
the quality of service, increase the types of insurance coverage and
strengthen China's competitive position in insurance business.
If the above contains nothing inappropriate, it is requested that the
report be approved and transmitted to departments concerned for
implementation.
1985年11月30日