Value Engineering Checklist

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This Template was installed 2 times.

Project Definition & Goals

1 of 10

Ensuring a clear understanding of project objectives, constraints, and key performance indicators (KPIs) is paramount for effective value engineering.

Project Goals & Objectives (Detailed)

Initial Budget Estimate

Projected ROI (Return on Investment)

Key Stakeholder Expectations & Priorities

Project Delivery Method (e.g., Design-Bid-Build, Design-Build, CM at Risk)

Original Project Completion Date

Primary Performance Indicators (KPIs) for Success

Constraints & Limitations (e.g., Site Restrictions, Regulatory Requirements)

Design & Planning

2 of 10

Reviewing design decisions, specifications, and planning processes to identify potential areas for optimization and simplification.

Describe the initial design concept and its key assumptions.

Were BIM (Building Information Modeling) techniques utilized in the design phase?

Estimate of initial design hours spent.

Which design alternatives were considered (if any)?

Summarize the rationale for the chosen design approach compared to alternatives.

Were standard or repetitive design elements leveraged?

Document any areas where design simplification was initially resisted, and why.

Date of latest design review

Materials & Components

3 of 10

Analyzing material selections, considering alternatives, and assessing their cost, performance, and sustainability impact.

Standard Concrete Mix Design?

Current Steel Grade (e.g., ASTM A36)

Alternative Steel Grades Considered?

Description of Alternative Material Options

Estimated Cost Savings (Alternative Materials)

Material Specification Sheets (Alternatives)

Which materials could be substituted for cost or performance improvements?

Construction Methods

4 of 10

Evaluating construction sequencing, techniques, and equipment to identify opportunities for efficiency and reduced labor costs.

Construction Sequencing Review

Describe Potential Prefabrication Opportunities

Estimated Labor Hours Savings (if applicable)

Construction Techniques Evaluated

Equipment Utilization Review

Document any changes in Construction Methodology

Subcontractor Selection & Management

5 of 10

Reviewing subcontractor bids, contracts, and performance to ensure value and mitigate risks.

Bidding Process Adequacy?

Number of Bids Received

Justification for Sole Source Selection (if applicable)

Subcontractor Pre-Qualification Status?

Subcontractor Insurance Certificates

Summary of Subcontractor's Past Performance

Subcontractor's Bid Price

Contract Type?

Systems Integration

6 of 10

Examining the interaction of different building systems (HVAC, electrical, plumbing, etc.) for potential synergies and cost savings.

Describe current coordination practices between HVAC, Electrical, and Plumbing systems.

Are BIM (Building Information Modeling) tools being utilized for systems coordination? If so, which ones?

Estimated reduction in clashes/conflicts through improved systems coordination (percentage).

Which potential integration challenges have been identified?

Describe any proposed alternative routing or integration methods for utilities to minimize conflicts.

Is a centralized systems coordination meeting schedule in place? If so, how often?

Life Cycle Cost Analysis

7 of 10

Considering the total cost of ownership, including initial cost, maintenance, operations, and eventual decommissioning.

Estimated Initial Construction Cost

Estimated Annual Maintenance Cost (Year 1)

Estimated Annual Operating Cost (Energy, Water, etc. - Year 1)

Estimated Annual Insurance Cost

Estimated Annual Property Tax Cost

Estimated Discount Rate (for Present Value Calculation)

Projected Life Span (Years)

Assumptions Used for Life Cycle Cost Estimates (e.g., Inflation Rates, Future Operating Costs)

Sustainability & Environmental Impact

8 of 10

Identifying opportunities to reduce environmental impact, improve energy efficiency, and enhance building performance.

Are recycled content materials prioritized?

Target U-value for building envelope (W/m²·K)

Which sustainable strategies are being considered?

Description of efforts to minimize construction waste.

Is a LEED or other green building certification being pursued?

Estimated reduction in energy consumption (percentage)

Details regarding the sourcing of sustainable materials (e.g., local suppliers, certifications).

Risk Assessment & Mitigation

9 of 10

Identifying potential risks that could impact cost, schedule, or quality, and developing strategies to mitigate them.

Identify Potential Risks (Cost, Schedule, Quality, Safety)

Estimated Cost Impact of Each Risk (€)

Risk Category (Cost, Schedule, Quality, Safety, Environmental)

Potential Mitigation Strategies

Risk Priority (High, Medium, Low)

Target Mitigation Completion Date

Detailed Description of Proposed Mitigation Action

Responsible Party for Mitigation

Risk Status (Open, In Progress, Closed)

Procurement & Contract Management

10 of 10

Evaluating procurement strategies, contract terms, and payment schedules to optimize value and minimize disputes.

Procurement Strategy Selected?

Summary of Bidder Evaluation Criteria

Number of Bids Received

Contract Type

Key Contractual Risks Identified & Mitigation Plans

Bid Due Date

Upload Key Bid Documents (e.g., Bid Sheets, Qualification Statements)

Payment Schedule Type?

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