项目评估（36学时）课程简介

“项目评估（36学时）”属于工程管理的专业主干课以及全校经济管理类专业的专业选修课程，本课程的教学目的是使学生通过学习，掌握有关投资项目评价的基本理论、基本方法，能够进行项目的可行性分析和方案选择。

本门课程教学内容共分为13章。

第一章：项目评估导论

第二章：项目建设必要性评估

第三章：项目规模与建设生产条件评估

第四章：项目技术条件评估

第五章：项目组织与人力资源评估

第六章：项目投资估算与筹资方案评估

第七章：项目财务基础数据估算

第八章：项目的财务效益评估

第九章：项目的经济费用效益分析

第十章：项目社会效益评估

第十一章：项目的不确定性分析

第十二章：投资项目方案比选

第十三章：项目总评估

使用教材：王瑶琪、李桂君. 投资项目评估（第一版）.北京：中国金融出版社，2011.

Project Appraisal（36 class hours）

Project appraisal is a methodology for assessing the financial, economic, social, environmental impact of proposed capital projects. All the impacts associated with a capital project are identified and, where possible, costs and benefits valued in monetary terms, so that the projects selected will provide the maximum net benefit. The project sponsors look at various aspects of the project to decide whether or not it should proceed. They consider factors such as marketing, outcome, feasibility, use of resources, technological requirements, funding, management requirements, payback, sustainability and risk.

Financial analysis is important for understanding whether a project is financially viable and sustainable. Financial analysis should compare the costs and benefits over time to determine whether a project is profitable or not. To achieve this the following financial indicators are used: payback period, net present value(NPV), internal rate of return(IRR), etc.

Economic analysis assesses the net worth of a project for the economy. It is usually the major element of a project evaluation because it provides a means to rank projects in terms of the efficient allocation of resources. It provides an initial default ranking for projects which may then be modified by analyses of the social, environmental and budgetary issues associated with these projects. For these reasons, economic analysis is discussed in greater detail in these guidelines than the other analyses.

Social and environmental analyses assess the effect of the project on social groups, employment, regional development, etc. and on natural ecosystems, pollution, heritage, rare species etc. respectively. They also identify ways to deal with these issues. The extent to which these analyses form part of a project evaluation depends on the importance of these issues for a particular project.

Project risk analysis include break-even analysis、sensitivity analysis and probability analysis.

There are 13 chapters in the course.

Chapter 1: Introduction

Chapter 2: Necessary of investment project

Chapter 3: Condition of project construction

Chapter 4: Technical condition assessment

Chapter 5: Project organization and human resource

Chapter 6: Investment estimate and financing

Chapter 7: Financial base data

Chapter 8: Finance appraisal of project

Chapter 9: National economics appraisal of project

Chapter 10: Society appraisal of project

Chapter 11: Uncertainty analysis of project

Chapter 12: Selection of projects

Chapter 13: General appraisal of project

《项目评估》课程教学进度计划