Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta            
  Instructions
    This workbook help to support Value Engineering Study (VES) which is a systematic method to improve the "value" of goods or products and services through the use of a function test. Value, as defined, is the relationship between function and cost (Value = Function/cost). Therefore, the value can be manipulated by improving the function or reducing the cost.
    Summary of worksheets by phases:
  o
 		From the Selection Phase, the data available for the VE Study are taken and a checklist is made to know the areas or causes of the study which should receive most of the VES effort. (See worksheet S1. Check List)
  o
 		On the next worksheet members of the Value Engineering team are also selected. (See worksheet S2. VE Team)
  o
 		In the Investigation Phase the study team discusses the functions generated from the selected study area. (See worksheet S3. Funtion Analisys)
  o
 		In the Creative Phase from the functions we generate for each function the general ideas. (See worksheets S4.1 Idea Generation (A) to S4.5 Idea Generation (E))
  o
 		In the Evaluation phase we carry out a preliminary evaluation of the ideas. Significant advantages and disadvantages are highlighted,  the associated costs are determined and the range established to separate the best ideas and reduce our selection of five to ten most feasible ideas. (See worksheet S5. Idea Evaluation)
  o
 		Then the list of most feasible ideas is presented with the range of the best ideas. (See worksheet S6. Most Feasibles Ideas)
  o
 		Within the evaluation phase, the next step is to identify the criteria on which the alternatives will be evaluated. (See worksheet S7. Criteria Definition)
  o
 		The next step is complete the criteria weighting matrix  to determine row scores and relative importance weights. As a sample of possible criteria, the initial cost, maintenance and operation costs, performance improvement, implementation schedule, safety factors, equipment utilization, downtime due to system construction and quality of the item or product can be selected, but more could be added. Since some of the criteria are subjective in nature, it is important that all team members have a common understanding of the terminology. (See worksheet S8. Criteria Weighting)
  o
 		Transposing the importance weights to the analysis matrix of alternatives, the team evaluates the alternatives. Using an evaluation scale ranging from 10 for excellent to 1 for poor, each alternative receives a score based on merit with respect to each individual criterion. In the matrix, merit scores for each individual criterion are multiplied by the relative weights of importance of each alternative and the process continues until all alternative criteria and combinations are considered.
Finally, the resulting scores (multiplication of the scores by merit with respect to each individual criterion by the relative weights of importance of each alternative) are added to reach a total score of each alternative. In relative terms, alternatives that have higher total scores represent the best value and candidates for more detailed research. (See worksheet S9. Alternatives Analisys)
  o
 		In the Development Phase, additional data is collected, thoroughly analyzing the best alternatives selected during the evaluation phase, generating recommendations to ensure acceptability and final project implementation. (See worksheets S10.1 Development Phase (1) to S10.5 Development Phase (5))
  o
 		In the Presentation Phase the proposal is prepared in writing  and the oral presentation to put the recommended alternatives before the decision makers in the most convincing terms possible for acceptance. (See worksheet S11. Presentation Phase)
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta       (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Selection Phase
  Check List
Item No. Areas or causes of the study Validation (Yes/No) Comments
  1 Great complexity in the design. Generally, the more complex the design, the more opportunity there is to improve value and performance. 
 
  2 An advancement in the state-of-the-art. Those aspects of design that reach beyond the state-of-the-art will usually offer potential VE savings. 
Implement improvements in operation time of robots.
  3 High degree of time compression in the design cycle. A project having an accelerated design program will usually contain elements of over design. 
 
  4 A component or material that is critical, exotic, hard-to-get or expensive. 
Search options for improvement in the components of robots.
  5 Complex shapes, Components that seem to be difficult to build.
 
  6 Overly long material haul: Complex construction traffic control.
 
  7 Large safety factors. 
 
  8 Specially designed components.
 
  9 Components that include elements of non-standard sizes and qualities.
 
  10 Sole-source materials or equipment. 
 
  11 Processes or components that require highly-skilled or time-consuming labor. Items with poor service or cost history. 
 
  12 Items that have maintenance and field operation problems. 
Search for options to simplify battery charging processes.
  13 Project costs that exceed the amount budgeted. 
 
  14  Will a change to the existing method solve any problems or have any benefits other than cost, in such areas as?
 - Noise, Safety, Maintainability, Operability, Quality, Energy use,
 - Reliability, Fire protection, Standardization.
Search for options to simplify battery charging processes.
  15  
 
  16  
 
  17  
 
  18  
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta         (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Selection Phase
  Study Team Members
Member Organization
  Leader
  Project Control
  Cost Estimation
  Specialist
  Specialist
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta             (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Data to Calculate the Cost of the Life Cycle    
     
 
   
  Investigation Phase
  Funtion Analysis (1)
  Item No. Description (Design Elements) Basic Funtions (2)(3) Secondary Functions (4) Original Design Cost x
 
  Essential (5) Non-essential (6) Initial Cost (7) Future Cost per Year (8) UPV Factor (9) Future Cost to PV (10) Total Cost
  A
  B
  C
  D
  E
Notes:
  (1) Function Analysis is a technique used to identify and understand the needs of the project, product or service, (what does it do, what must it do). Function Analysis is an essential component of the Value Engineering Study. To support this funtion analisys is recommended perform a Function Analysis System Technique (FAST) which is a technique to develop a graphical representation showing the logical relationships between the functions of a project, product, process or service based on the questions “How” and “Why”. FAST aids in thinking about the problem objectively and in identifying the scope of the project by showing the logical relationships between functions. 
  (2) The functions are described in a general way, using an active verb and a measurable noun, which invites the display of several options. For example: "Transport fluids", "Transfer Heat".
  (3) Primary or basic functions: defines the operating characteristic that must be achieved. It reflects the main reason of a device or system. For example, the primary function of a pump is to "move fluid." If the pump does not fulfill this function, the pump has zero value.
  (4) Secondary functions, also called "supporting functions", described the manner which the basic function(s) were implemented or those designed-in functions which are required to cause or allow the basic function to occur.
  (5) Essential Secondary Function: are those additional functions that a system, equipment or service must be able to perform to be acceptable. For example, the essential secondary function of a pump is to move fluid at a specified "flow and pressure" so that the pump is considered to perform its function properly.
  (6) Non-Essential Secondary Function: these are the characteristics of the operation of a device or system that is desirable but not necessary for it to perform its primary or basic function. These are the functions that should be avoided or eliminated since they do not add value. For example, the design of a particular project contemplates that a set of pumps be installed in a shed. The shed's function could be described as "providing shade", which is a Secondary Function that could be unnecessary; that is, it is not required for the fulfillment of the Main Function of the pumps. This shed may be desirable for operation and maintenance purposes, but it is not absolutely necessary for the operation of the pumps.
  (7) Cost information is used to identify the areas with the most savings opportunities. The common practice is to use the Capital Cost of the different systems or elements to identify those most relevant or critical using Pareto rule 20/80. This allows focusing the value engineering effort on 20% of the systems that define 80% of the cost.
  (8) Annualized Maintenance and Operation Cost uniformly.
  (9) The Uniform Present Value Factor is used to calculate the present value of future uniform cash flows for n years.
 
  (10) Future Maintenance and Operation Costs at Present Value (PV). Where the formula for the calculation of the Present Value of the uniform cash flows is as follows:
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Item Description
  Basic Funtion
  Secondary Essential Funtion
  Secondary Non-essential Funtion
  Creative Phase
  Preliminary List of Creative Ideas
Item No. Creative Idea
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Item Description
  Basic Funtion
  Secondary Essential Funtion
  Secondary Non-essential Funtion
  Creative Phase
  Preliminary List of Creative Ideas
Item No. Creative Idea
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Item Description
  Basic Funtion
  Secondary Essential Funtion
  Secondary Non-essential Funtion
  Creative Phase
  Preliminary List of Creative Ideas
Item No. Creative Idea
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Item Description
  Basic Funtion
  Secondary Essential Funtion
  Secondary Non-essential Funtion
  Creative Phase
  Preliminary List of Creative Ideas
Item No. Creative Idea
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Item Description
  Basic Funtion
  Secondary Essential Funtion
  Secondary Non-essential Funtion
  Creative Phase
  Preliminary List of Creative Ideas
Item No. Creative Idea
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                                 (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Data to Calculate the Cost of the Life Cycle Discount Rate % (i)  
  Life Cycle in Years (n)
  Currency
  Creative Phase Evaluation Phase
  List of Creative Ideas Idea Evaluation
  Idea No. Creative Idea Advantages Disadvantages   Costo Alternativa x   Score
(1 - 10) minor to major import. 		Score Rank
  Initial Cost Future Cost per Year UPV Factor Future Cost to PV Total Cost TM1 TM2 TM3 TM4 TM5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta         (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Creative Phase Evaluation Phase
  List of Creative Ideas Most Feasibles Ideas
  Idea No. Creative Idea Advantages Disadvantages Costo Alternativa x Score Rank
  Initial Cost Future Cost to PV Total Cost
 
 
 
 
 
 
 
 
 
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                         (Enter values in blue cells for the study)
Study Topic Study No.
System Funtion
  Evaluation Phase
  Determination and Definition of Criteria
  Criteria               Definition                    
  A  
  B  
  C  
  D  
  E  
  F  
  G  
  H  
  I  
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                                       (Enter values in blue cells for the study)
Study Topic Study No.
System Funtion
  Evaluation Phase
  Criteria Weighting
  Criteria                   Raw Score    Weight of Importance (0-10)                                    
A
B
C
D
E
F
G
H
I
Maximum Raw Score
CRITERIA SCORING MATRIX
How Important
B
4 Letter- Mayor Preference Examples: A AAAA
3 Letter - Medium Preference
A AAA
2 Letter - Minor Preference
A AA
1 - Letter Letter  No preference. Each scored one point A AB
B C D E F G H I
Criteria
Definition
  A   A  
    B   B  
      C   C  
        D   D  
          E   E  
            F   F  
              G   G  
                H   H  
                      I  
                             
Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                               (Enter values in blue cells for the study)      
Study Topic Study No.
System Funtion
  Evaluation Phase      
  Criteria vs Alternatives Analysis Matrix      
      Criteria                              
      A                          
      B                      
      C                  
      D              
      E        
      F      
      G  
      H
      I          
    Weight of Importance  Total Rank
Alternatives                    0 to 10 
  1                    
                     
  2                    
                     
  3                    
                     
  4                    
                     
  5                    
                     
  6                    
                     
  7                    
                     
  8                    
                     
  9                    
                     
  10                    
                     
Excellent-10   Very Good-8   Good-6   Fair-4   Poor-1 
Seek The Best - Not Perfection 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                           (Enter values in blue cells for the study)  
  Study Topic Study No.  
  System Funtion  
  Development Phase  
  Recommendations  
Rank
  Creative Idea No.                              
  Recommendation:  
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Original Design Cost              
   
   
   
   
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Proposed Change Cost              
   
   
   
   
  Justification (Describe Advantages/Disadvantages, reasoning and compliance with standards and requirements)  
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Savings              
  Additional Investment              
   
   
   
   
  Implementation Plan (Describes the form of execution and/or implementation of a developed idea, either a scientific model or specific design)  
   
   
   
   
  Sumary Life Cycle Cost  Currency   Costs x                      
  Present Value Method Initial Cost Future Cost to PV Total Cost                    
Diseño Original Design
Proposed Change
Savings
Additional Investment
 
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                           (Enter values in blue cells for the study)  
  Study Topic Study No.  
  System Funtion  
Development Phase
  Recommendations  
Rank
  Creative Idea No.                              
  Recommendation:  
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Original Design Cost              
   
   
   
   
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Proposed Change Cost              
   
   
   
   
  Justification (Describe Advantages/Disadvantages, reasoning and compliance with standards and requirements)  
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Savings              
  Additional Investment              
   
   
   
   
  Implementation Plan (Describes the form of execution and/or implementation of a developed idea, either a scientific model or specific design)  
   
   
   
   
  Sumary Life Cycle Cost  Currency   Costs x                      
  Present Value Method Initial Cost Future Cost to PV Total Cost                    
Diseño Original Design
Proposed Change
Savings
Additional Investment
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                           (Enter values in blue cells for the study)  
  Study Topic Study No.  
  System Funtion  
  Development Phase  
  Recommendations  
Rank
  Creative Idea No.                              
  Recommendation:  
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Original Design Cost              
   
   
   
   
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Proposed Change Cost              
   
   
   
   
  Justification (Describe Advantages/Disadvantages, reasoning and compliance with standards and requirements)  
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Savings              
  Additional Investment              
   
   
   
   
  Implementation Plan (Describes the form of execution and/or implementation of a developed idea, either a scientific model or specific design)  
   
   
   
   
  Sumary Life Cycle Cost  Currency   Costs x                      
  Present Value Method Initial Cost Future Cost to PV Total Cost                    
Diseño Original Design
Proposed Change
Savings
Additional Investment
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                           (Enter values in blue cells for the study)  
  Study Topic Study No.  
  System Funtion  
  Development Phase  
  Recommendations  
Rank
  Creative Idea No.                              
  Recommendation:  
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Original Design Cost              
   
   
   
   
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Proposed Change Cost              
   
   
   
   
  Justification (Describe Advantages/Disadvantages, reasoning and compliance with standards and requirements)  
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Savings              
  Additional Investment              
   
   
   
   
  Implementation Plan (Describes the form of execution and/or implementation of a developed idea, either a scientific model or specific design)  
   
   
   
   
  Sumary Life Cycle Cost  Currency   Costs x                      
  Present Value Method Initial Cost Future Cost to PV Total Cost                    
Diseño Original Design
Proposed Change
Savings
Additional Investment
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                           (Enter values in blue cells for the study)  
  Study Topic Study No.  
  System Funtion  
  Development Phase  
  Recommendations  
Rank
  Creative Idea No.                              
  Recommendation:  
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Original Design Cost              
   
   
   
   
  Original Design: Sketch Annex   (Yes/No)
                           
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Proposed Change Cost              
   
   
   
   
  Justification (Describe Advantages/Disadvantages, reasoning and compliance with standards and requirements)  
  Life Cycle Cost Currency     Costs x                  
  Initial Cost Future Cost to PV Total Cost              
  Savings              
  Additional Investment              
   
   
   
   
  Implementation Plan (Describes the form of execution and/or implementation of a developed idea, either a scientific model or specific design)  
   
   
   
   
  Sumary Life Cycle Cost  Currency   Costs x                      
  Present Value Method Initial Cost Future Cost to PV Total Cost                    
Diseño Original Design
Proposed Change
Savings
Additional Investment
  Imagen que contiene imágenes prediseñadas Descripción generada con confianza muy alta                     (Enter values in blue cells for the study)
  Study Topic Study No.
  System Funtion
  Presentation Phase
  Value Engineering Study Report
                                               
  1. Introduction
 
 
 
 
  2. Objective
 
 
 
  3. Scope
 
 
 
 
  4. Justify the Value Engineering Study
 
 
 
 
  5. Value Engineering
  5.1 Members of the Value Engineering Team Project
                 
 
 
 
 
 
           
  5.2 Methodology Used (Describe step by step the methodology used in the project, to perform the Value Engg. Study)
  • In the Selection Phase, the data available for the VE Study are taken and a checklist is made (See worksheet 1) to know the areas or causes of  the study which should receive most of the VE Study effort, In addition, the members of the Value Engineering team are selected (See worksheet 2).
• In the Investigation Phase the study team discusses the functions generated from the selected study area (See worksheet 3).
• In the Creative Phase from the functions we generate for each function the general ideas. (See worksheets 4).
• In the Evaluation Phase we carry out a preliminary screening (See worksheet 5) to separate the best ideas and reduce our selection from five to ten final alternatives, highlighting their significant Advantages and Disadvantages. (See worksheet 6).
   Within the Evaluation Phase the next step is to identify the criteria on which the alternatives will be evaluated (See worksheet 7) and complete the criteria weighting matrix (See worksheet 8) to determine row scores and relative weights of importance.
   Transposing the importance weights to the analysis matrix of alternatives (See worksheet 9), the team evaluates the alternatives. Using an      evaluation scale ranging from 10 for excellent to 1 for poor, each alternative receives a score based on merit with respect to each individual criterion. In the matrix, merit scores for each individual criterion are multiplied by the relative weights of importance of each alternative and the process continues until all alternative criteria and combinations are considered.
   Finally, the resulting scores are summed together to reach a total score for each alternative.
• In the Development Phase, additional data is collected, thoroughly analyzing the best alternatives selected during the Judgment Phase, generating recommendations to ensure acceptability and final project implementation. (See worksheet 10).
• In the Presentation Phase the proposal is prepared in writing (See worksheet 11) and the oral presentation to put the recommended alternatives in from of the stakeholders in the most convincing terms possible for acceptance.
  5.3 Development Phase Recommendations
  See in the annexes the creative ideas recommended in the Development Phase (the best alternatives selected during the Judgment Phase are thoroughly analyzed to ensure acceptability and final project implementation).
  Rank                                    
  Recomendation:
  Rank                                    
  Recomendation:
  Rank                                    
  Recomendation:
  Rank                                    
  Recomendation:
  Rank                                    
  Recomendation:
  5.4 Implementation Action Plan
 
 
 
 
  5.5 Annexes