Evaluation report format

The evaluation report format is helpful for employees of the company to summarize their experience and promote the smooth progress of the work. Therefore, it is necessary to write an evaluation report to analyze various aspects of the work. For various reasons, we can lay the foundation for future work and do better. The following shares the evaluation report format, Evaluation report format 1

Evaluation report sample

According to the spirit of the superior document, our school organized members of the safety team to conduct inspections of our school’s buildings and courtyard walls. , safety facilities, and surrounding environment have been carefully inspected and evaluated. The investigation situation is summarized as follows:

1. The overall situation of the school.

1. The leadership structure is sound and responsibilities are well divided.

In order to further improve safety education work and effectively strengthen the leadership of safety education work, the school has included safety work on the important agenda and established a safety work leading group. The school also based on the actual ability of safety work teachers , carefully break down the various contents related to the safety of teachers and students and implement them to individuals, so that each job has corresponding dedicated (part-time) managers, supervisors and leaders in charge of safety work to be implemented in place, preventing mutual blame-shifting at work. .

2. Conscientiously implement safety management measures within the school.

The school has established a full-time security agency, purchased necessary protective equipment, and set up a security room. Teachers on duty are on duty 24 hours a day, and strict review and registration of people, items, and vehicles entering and leaving the school are carried out.

3. The safety system is guaranteed and measures are in place.

(1) Improve various safety systems.

At the beginning of each semester, the school formulates relevant safety systems to provide an institutional basis for safety work and strictly follows the systems.

(2) Establish various safety emergency plan systems for schools.

In order to carry out work promptly and quickly, the school has established a safety accident emergency plan leading group. It also puts forward specific operating procedures and countermeasures for possible major fire accidents and earthquake prevention. Every semester, students are arranged to conduct emergency evacuation rehearsals, which have achieved good results. After the drills, students can gather in order and as required at the gathering place specified by the school. The fastest class only takes 20 seconds. Lay the foundation for emergency evacuation in case of emergencies.

4. Strengthen education and improve abilities.

Ensuring safety is fundamentally about improving safety awareness, self-prevention and self-protection and self-rescue capabilities. Doing a good job in safety education is the focus of school safety work. To this end, the school has incorporated safety education into teaching work, opened safety education classes, and used class meetings to provide legal education and safety education to students.

5. Strengthen safety inspections and make timely rectifications.

Our school has always adhered to the safety inspection system of "one small inspection every week and one major inspection every month". We must be careful and meticulous during the inspection and resolutely avoid formal inspections to ensure that our school's electrical wiring , leakage switches, electrical appliances used for teaching, fire-fighting equipment and other equipment can be used normally to ensure the personal safety of teachers and students. If any safety hazards are discovered during the inspection, they shall be rectified in a timely manner and archived.

2. There are problems.

1. The school does not have gatekeepers or security guards.

2. The emergency alarm device was not connected to 110 in time.

3. The school security system needs to be further improved.

3. Rectification Opinions

1. It is hoped that the relevant departments will solve the school guard and security issues as soon as possible.

2. Strengthen contact with the public security department and connect with 110 in a timely manner.

3. Further improve various systems. Valuation report format 2

1. Valuation purpose:

To fairly reflect the market value of the entrusted valuation assets on the valuation base date, so as to provide the asset value for Ms. XX’s plan to provide for her children to study abroad. prove.

2. Scope and object of evaluation:

According to the designation of the entrusting party and the asset evaluation detailed list provided, the object of this entrusted evaluation is a residence belonging to Ms. XX (see the evaluation details for details) Table), construction area XX square meters.

3. Evaluation base date:

November 20, 20xx.

IV. Evaluation principles:

Follow the working principles of independence, objectivity, scientificity, and professionalism, as well as economic principles such as the principle of contribution, the principle of substitution, and the principle of anticipation.

5. Evaluation method:

The houses entrusted for evaluation this time will be evaluated using the market comparison method.

6. Evaluation conclusion:

The house entrusted for evaluation this time (see the evaluation schedule for details) has a construction area of ??XX square meters. , after evaluation and estimation, the assessed value is XX million yuan. Capital letters: XX

7. Report submission date:

November 18, 20xx.

The above content is excerpted from the asset appraisal report. If you want to understand the comprehensive situation of this appraisal project, you should read the full text of the asset appraisal report carefully.

8. Evaluation Conclusion

The residential house entrusted for evaluation this time (see the evaluation schedule for details) has a construction area of ??XX square meters. After evaluation and estimation, the assessed value is XX million yuan. Capital: five hundred and twenty thousand eight thousand four hundred yuan.

Please refer to the evaluation schedule for details of the evaluation conclusion; the evaluation conclusion is derived based on the above evaluation work.

9. Description of matters after the valuation base date of the valuation report

1. After the valuation base date, when the amount of assets changes during the validity period, the amount of assets should be adjusted accordingly according to the original valuation method .

2. After the evaluation base date, when the asset price standard changes during the validity period and has a significant impact on the asset evaluation price, the client should promptly hire an evaluation agency to re-determine the evaluation value.

10. Notes on special matters

1. The appraised value of a house entrusted to appraise includes the land value that should be apportioned to the house.

2. The house entrusted for evaluation is a house-renovation house.

11. Legal validity of the evaluation report

1. This evaluation report is valid for one year, from November 20, 20xx to November 19, 20xx. When the purpose is realized within the validity period, the evaluation results will be used as the price reference. If the validity period exceeds, the asset needs to be re-evaluated.

2. The appraisal conclusion is only established based on the above principles, basis and prerequisites, and does not take into account the impact of mortgages and guarantees that may occur in the future, as well as the additional prices paid by special transaction parties on the appraisal value. It also does not take into account changes in national macroeconomic policies, as well as the impact of natural forces and other force majeure on asset values. When the above conditions and other circumstances such as the principle of going concern change, this evaluation conclusion will become invalid;

　3 . This evaluation report is legally effective in accordance with the relevant provisions of laws and regulations. It is made for the aforementioned evaluation purposes. For other evaluation purposes, this evaluation conclusion is invalid;

4. This report and its attachments have not been authorized by the entrusting party. Written consent shall not be provided to units or individuals other than the client and the evaluation report review department, and all or part of the report shall not be published in any public media;

5. The main basis for this evaluation It is the ownership certification documents and other materials provided by the entrusting party and the asset occupier and the current status of the entrusted assessment assets. The entrusting party and the asset occupier shall provide it truthfully and bear legal responsibility for its authenticity, legality and validity. The above information shall be accurate and authentic. On the premise that it is valid, our firm is responsible for the objectivity and fairness of this report.

12. Assessment basis

(1) Legal basis

1. Order No. 91 of the State Council [1991] "Measures for the Administration of State-owned Assets Assessment";

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2. State Administration of State-owned Assets Administration, Guozi Banfa [1992] No. 36 "Implementation Rules for State-owned Assets Assessment Management Measures"; Guozi Banfa [1996] No. 23 "Opinions on Asset Assessment Operation Standards (Trial)";

3. Ministry of Finance Cai Ping Zi [1999] No. 91 "Interim Provisions on the Basic Content and Format of Asset Valuation Reports";

4. "Asset Valuation Standards - Basic Standards" 》, "Professional Ethics of Asset Appraisal—Basic Code";

5. "Urban Real Estate Management Law of the People's Republic of China";

6. The People's Republic of China and the People's Republic of China National standard GB/T50291-1999 "Real Estate Valuation Specifications". Valuation report format 3

(1) Text of the asset valuation report and documents for reference

1. Basic content of the cover of the asset valuation report

Cover of the asset valuation report The following content must be stated: the name of the asset appraisal project, the number of the appraisal report issued by the asset appraisal agency, the full name of the asset appraisal agency and the date of submission of the appraisal report, etc. If there is a service mark, the evaluation agency can indicate its graphic logo on the cover of the report.

2. The basic content of the summary of the asset valuation report

The text of each asset valuation report should be preceded by a summary expressing the key contents of the report to inform all relevant parties. Understand the main information of the appraisal report. The summary has the same legal effect as the text of the asset appraisal report, and must be signed and sealed by the registered asset appraiser, the legal representative of the appraisal agency, the appraisal agency, etc., and the date of submission must be indicated. The summary must also be consistent with the results indicated in the evaluation report, must not contain misleading content, and should use reminder text to remind users to read the full text.

3. Basic content of the text of the asset appraisal report

(1) Header. The header of the text of the appraisal report should include the title and report serial number, and the title should contain the words "XXX (Assessment) Project Asset Appraisal Report".

(2) Preface. The preface to the main body of the report should state the full name of the client of the appraisal report, the entrusted appraisal matters and the overall status of the appraisal work.

(3) Introduction to the entrusting party and the asset possessor. The introduction of the entrusting party and the asset occupier in the main body of the report should introduce the situation of the entrusting party and the asset occupier respectively in more detail. When the entrusting party and the possessor are the same, they can be introduced as the asset possessor, and the affiliation or economic relationship between the entrusting party and the asset possessor must also be stated. If there is no affiliation or economic relationship, the reasons for the assessment should be stated. When the asset holders are multiple companies, they must be introduced one by one.

(4) Evaluation purpose. The purpose of the evaluation in the main body of the report should state what needs the asset evaluation is to meet the client's needs and the type of economic behavior it corresponds to, and briefly and accurately explain whether the economic behavior has been approved. If it has been approved, the name of the approval document, approving unit, approval date and document number should be written down.

(5) Scope and objects of evaluation. This section should describe the assets included in the valuation and their types, and list the pre-valuation carrying amounts. If the assessed assets are owned by multiple parties, their respective shares and corresponding asset types should be stated.

(6) Evaluation base date. This part should state the specific date of the evaluation base date, determine the reasons and conditions for establishing the evaluation base date, and reveal the extent of the impact of the determination of the base date on the evaluation results. In addition, explanation should also be given on the use of non-base day price standards. The valuation base date should be determined by the client based on the nature of the economic behavior, and should be as close as possible to the date when the valuation purpose is achieved.

(7) Evaluation principles. This part should state the various principles followed during the assessment process and the recognized principles that this assessment follows national and industry regulations. The special principles followed should also be properly stated.

(8) Evaluation basis.

The evaluation basis should be listed in this section, including economic behavior basis, legal and regulatory basis, property rights basis and price basis, etc. The special basis used in the assessment should be disclosed accordingly.

() Evaluation method. This section should describe the evaluation methods selected and used in the evaluation process and the basis or reasons for selecting the evaluation methods. If more than one valuation method is used to evaluate a certain asset, the reasons should also be stated and the method for determining the value of the asset should be explained. For the selected special assessment method, its principles and scope of application should also be introduced.

(10) Evaluation process. This part should reflect the entire process of the evaluation agency from accepting the commission of the evaluation project to submitting the evaluation report. Including the process of determining the purpose, object and scope of the valuation, the base date and formulating the valuation plan during the process of accepting the entrustment;

During the asset inventory, guide the asset possessor in the inventory, collection and preparation of information, inspection and verification process; during the valuation and estimation process On-site inspection and identification, selection of evaluation methods, market survey and analysis process; summary of results in evaluation summary, analysis of evaluation conclusions, writing reports and explanations, internal review process, and submission of evaluation reports, etc.

(11) Evaluation conclusion. This part is an important part of the main text of the report. Descriptive words should be used to fully describe the conclusion of the evaluation agency on the evaluation results, and to evaluate the book value, adjusted book value, assessed value and the increase or decrease of assets, liabilities and net assets. The evaluation results that are not included in the evaluation summary table should also be listed separately.

(12) Description of special matters. This part should state that relevant matters that have been discovered during the appraisal process that may affect the appraisal conclusion, but which are beyond the professional level and ability of the appraiser to evaluate the estimate, should also remind users of the appraisal report to pay attention to the impact of special matters on the appraisal conclusion, and also Any other matters that the evaluator feels need to be explained should be prompted.

(13) Major events after the assessment base date. In this part, important events that occurred between the valuation base date and the date of submission of the valuation report should be disclosed, as well as the impact of subsequent events on the valuation base date on the valuation conclusion. It should also explain the events that occurred after the valuation base date and cannot directly use the valuation conclusion. matter.

(14) Legal validity, scope of use and validity period of the evaluation report. This part should specifically state the prerequisites and assumptions for the establishment of the assessment report, and state the legal effect of the assessment report and the effective period of use of the assessment results in accordance with the relevant provisions of laws and regulations. It should also be stated that the evaluation conclusion is only used by the entrusting party for the purpose of evaluation and submitted to the competent authority for review and use. It should also be stated that the right to use the evaluation report belongs to the entrusting party and may not be provided or disclosed to others without permission.

(15) Date of submission of evaluation report. In this section, the specific date when the evaluation report is submitted to the client should be stated. In principle, the appraisal report should be submitted within three months after the determined appraisal base date.

(16)Tail. This part should state the name of the institution that issued the appraisal report and stamp it with its official seal. It should also be signed and sealed by the legal representative of the appraisal agency and at least two registered asset appraisers responsible for the appraisal.

4. Basic contents of documents available for inspection

The attachment documents to the asset appraisal report include at least the following basic contents:

(1) Relevant economic behavior documents;

(2) Asset appraisal project approval document;

(3) Accounting statements of the enterprise being evaluated for the previous three years (including at least the enterprise’s balance sheet and profit and loss statement);

(4) Copies of business licenses of the entrusting party and the asset occupier;

(5) Copies of property rights certification documents;

(6) Copies of the entrusting party and asset occupier Commitment letter;

(7) Commitment letter from the asset appraiser and the appraisal agency;

(8) Copy of the asset appraisal agency’s qualification certificate;

() Copy of the business license of the appraisal agency;

(10) List of personnel participating in this appraisal project;

(11) Asset appraisal business agreement;

(12 )Important contracts;

(13)Other documents.

(2) The basic content of the asset valuation description

The asset valuation description describes the valuation procedures, methods, basis, parameter selection and calculation process of the appraiser and the valuation agency for their valuation project. Through the entrusting party and asset occupier, the matters that have a significant impact on the asset valuation behavior and results are fully disclosed, and the valuation operation complies with the requirements of relevant laws, administrative regulations and industry standards. The asset appraisal description is also an integral part of the asset appraisal report. It determines the fairness of the appraisal results in certain procedures and protects the legitimate interests of all parties involved in the appraisal.

According to relevant regulations, the content disclosed in the appraisal description should be consistent with the content described in the main body of the appraisal report. Appraisal agencies, registered asset appraisers, entrusting parties, and asset occupiers should ensure that the content of each component of the appraisal description written or provided by them is true and complete, and that no false statements have been made, and no major matters have been omitted.

The asset valuation description should be written and produced in the following order:

1. The basic contents of the "Valuation Description Cover and Table of Contents"

The valuation description cover should contain Indicate the name of the evaluation project, the number of the evaluation report, the name of the evaluation institution, and the date of submission of the evaluation report. If the evaluation description needs to be bound in volumes, the number of volumes and the serial number of the volume should be indicated on the cover.

2. The basic content of the "Statement on the scope of use of the valuation description"

This part should state that the valuation report is only for review by the asset management department, the introduction authority, and the asset valuation industry association. For the purpose of asset appraisal reports and inspection and appraisal agency work, except as provided by laws and administrative regulations, all or part of the materials shall not be provided to any other unit or individual, and shall not be published in the public media.

3. Basic content of "Instructions on matters related to asset evaluation"

This part is jointly written by the entrusting party and the party possessing the assets and signed by the person in charge. Stamped with official seal and signed with date. The basic content of this part should include the following: ① Overview of the entrusting party and asset occupier; ② Description of the purpose of the valuation; ③ Description of the scope of the valuation; ④ Description of the base date of the valuation; ⑤ Major matters that may affect the valuation work Description; ⑥ Description of the inventory of assets and liabilities; ⑦ List of asset evaluation materials provided by the asset entrusting party and asset occupier.

4. The basic content of the "Asset Inventory and Verification Statement"

This part is mainly used to explain the evaluation party's assessment of the assets and liabilities related to the evaluation of the enterprise entrusted with the evaluation. Relevant circumstances of inventory verification and inventory conclusions. This part should include the following contents: ① Contents of asset inventory verification; ② Distribution and characteristics of physical assets; ③ Matters affecting asset inventory; ④ Process and methods of asset inventory verification; ⑤ Asset inventory conclusion; ⑥ Description of asset inventory adjustments.

5. The basic content of the "Evaluation Basis Description"

The valuation basis description is mainly used to explain the specific behavioral basis, legal basis, property rights basis and price that are followed in the evaluation work. in accordance with. Specifically include: ①Main laws and regulations; ②Economic behavior documents; ③Major contract agreements and property rights certification documents; ④The adopted pricing standards; ⑤Reference materials and others.

6. Basic content of "Technical Description of Valuation of Various Assets and Liabilities"

This part is mainly used to explain the explanation of the assessment and estimation process of assets, reflecting the factors selected in the assessment. Assessment methods, technical ideas adopted and assessment work implemented. It mainly includes the following contents: ① Current assets evaluation description; ② Long-term investment evaluation description; ③ Machinery and equipment evaluation description; ④ Houses and buildings evaluation description; ⑤ Projects under construction evaluation description; ⑥ Land use rights evaluation description; ⑦ Intangible assets and other assets Valuation description; ⑧ Liability valuation description.

7. Basic content of "Instructions for Validation and Verification of Present Value Method of Overall Asset Valuation Income"

This part mainly explains the relevant aspects of using the income method to evaluate the overall assets of the enterprise to verify the asset valuation results. Condition. It should include the following contents: ① Introduction to the application of the income method; ② The enterprise’s production and operation performance; ③ The enterprise’s operating advantages; ④ The enterprise’s business plan; ⑤ Various financial indicators of the enterprise; ⑥ Evaluation basis; ⑦ The enterprise’s operating income, costs and expenses and long-term investment income forecast; ⑧ selection of discount rate and calculation process of evaluation value; ⑨ evaluation conclusion.

8. Basic content of "Evaluation Conclusions and Analysis"

This part mainly summarizes the evaluation conclusions and should include the following contents: ① Evaluation conclusions; ② Evaluation results and adjustments Comparative changes in book value and reasons; ③ conditions for the appraisal conclusion to be established; ④ flaws in the appraisal conclusion; ⑤ description of subsequent events on the appraisal base date and their impact on the appraisal conclusion; ⑥ effectiveness, scope of use and validity period of the appraisal conclusion.

(3) Basic contents of the asset appraisal detailed sheet

1. Basic contents of the asset appraisal schedule

The asset appraisal schedule reflects the before and after evaluation of the assets being evaluated A table showing the details of assets and liabilities. It is an integral part of the asset appraisal report and is also one of the main basis for adjusting accounts after the asset appraisal results are recognized and the economic behavior for the appraisal purpose is realized.

Specifically, the following content should be included: ① The name, date of occurrence, book value, assessed value, etc. of the assets and their liabilities; ② Items reflecting the characteristics of the assets and their liabilities; ③ Columns reflecting the increase or decrease in the assessed value and remarks column; ④ The header of the asset valuation detailed table that reflects the name of the accounting account, asset possession unit, valuation base date, table number, amount unit, and page number of the assets being evaluated; ⑤ The footer of the table that indicates the inventory personnel and evaluators. The assessment details should be summarized step by step. The asset valuation schedule should generally be arranged and bound in the order of accounting accounts.

2. Several levels included in the asset evaluation detailed table sample table

Asset evaluation results summary table, asset evaluation results classification summary table, various asset inventory evaluation summary tables and various Asset inventory and valuation schedule.