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Workshop 3: Value Management (VM) for Design & Construction Methodology & Application

Facilitators : Dr. Stephen J. KIRK
President, KIRK Associates, an International VM Consulting Office in the USA
PhD, FAIA, FSAVE, CVS, LEED AP
Past President of SAVE International and currently Director of College Relations and Vice President of Education for the Miles Value Foundation

Dr. Mei-yung LEUNG
Lecturer, Department of Building and Construction, City University of Hong Kong
PhD, MCIOB, MRICS, MHKIS, MHKIVM, AVS,
Council Member for Training & Accreditation, Hong Kong Institute of Value Manag’t
Venue: Room I & II, 2/F, Island Pacific Hotel Hong Kong, 152 Connaught Road West, Hong Kong
Language: English
Date: 28 th May - 1 June 2005 (Saturday to Wednesday)
Time: 9:00 - 18:00
Course Fee: $10,000 per person

During the workshop, a six phase (step) approach is followed. This methodology is an organized approach for searching out high cost areas in the design and developing alternate solutions for consideration. The workshop session uses a multi-disciplined team following an agenda which details the six step methodology to arrive ultimately at recommendations for implementation. video View Video

The Workshop follows six key steps, as per SAVE International Standard:

  • Information Phase
  • Function Phase
  • Creativity Phase
  • Evaluation Phase
  • Development Phase
  • Recommendation Phase

Information Phase

At the beginning of the workshop, it is important to understand the background and decisions that have influenced the development of design to the VM team. The site, building layout, and architectural, structural, mechanical and electrical systems are discussed.

The information phase also includes further refinement of the quality, program, and cost models that are prepared before the workshop session. These models are updated based on information received during the designer's initial presentation. These models also form the basis of the VM team function analysis, which follows.

Function Phase

The required functions of the project are the controlling elements in the overall value approach. This procedure is beneficial to the VM team because it forces the participants to think in terms of function, and the cost associated with that function. Considerable time was spent in the class on the basics of function analysis.

In order that the students might better understand the overall functions of the project, a "Function Analysis Systems Technique" (FAST) diagram is prepared. Reading from left to right, it is used to help explain how the designer chose to solve the functions. The FAST diagram, when read from right to left, also helps answer why these functions are important to the Owner.

Preparing the function analysis of high cost systems also helps to generate many of the ideas that eventually result in recommendations. This forces the team to speculate on alternative solutions to the proposed design for satisfying the functions identified by the stakeholders.

Creativity Phase

This step in the workshop involves the listing of creative ideas. During this time, the team thinks of as many ways as possible to provide the necessary functions within the project at better value to the owner. During this creative session, judgement of the ideas is not permitted. The participants in the training course were looking for quantity and association of ideas which will be screened in the next phase of the study. Many of the ideas brought forth in the creative phase are a result of work done in the function analysis. This list may include ideas that can be further evaluated and used in the design.

Evaluation Phase

In this phase of the project, the VM team judges the ideas resulting form the creative session. The advantages and disadvantages of each idea are discussed. Ideas are ranked based on savings potential, redesign time and client acceptability. Ideas found to be not worthy of additional study are ranked low and those ideas that represent the greatest potential are ranked high, and then developed further. A weighted evaluation is applied in some cases to account for impacts other than costs. Ideally, the team would like to develop all ideas, but time constraints usually limit the number that can be prepared. The ideas ranked highest by the team are selected for further review with members of the design team for their input. Each student team selected the most promising ideas for further development.

Development Phase

The VM module I participants developed the most promising ideas during this phase. Many of the ideas were expanded into workable solutions. This development consists of the recommended design, estimated initial and life cycle cost comparisons, and a descriptive evaluation of the advantages and disadvantages of the proposed recommendations. It is important that the VM team convey the concept of their recommendation to the original design team. Therefore, each recommendation is prepared with a brief narrative to compare the original design method to the proposed changes. Sketches and design calculations, where appropriate, are also prepared in this part of the study.

Recommendation Phase

The last phase of the training and actual workshop is the presentation of recommendations. The students had an opportunity to present their ideas to their peers. An oral presentation of results is made on the last day of the training workshop to the owner and original design team. The instructors served as the “owner” in order to give feedback to the class. A draft report of recommendations is also submitted at this time. The student report, developed as an electronic file, The recommendations, the rationale that went into the development of each proposal, and a summary of the performance improvements as well as cost savings are presented so that the design team and owner can initiate an evaluation of the VM recommendations prior to the receipt of the formal VM report.

Certification

The students that completed the course were awarded a module I certificate of completion signifying having met the SAVE International requirements. These students are now eligible to take the Associate Value Specialist (AVS) exam for certification by SAVE International.

Next Steps

All participants were encouraged to continue learning the value methodology. They were encouraged to join SAVE International/ HKIVM, and apply what they had learned to projects within their organizations. A VM Module II course and progression from an AVS to a Certified Value Specialist was also suggested as next steps in the learning process.

Congratulations to all that participated!


(International VM participants and expertise)

from left to right : Mr. Ying-lun Au, Mr. Ping-chiu Tsang, Mr. Julian Wright, Mr. Jacky Yue, Mr. Evenlyn Kwok, Dr. Roy Woodhead, Dr. Fedrick Peteriors, Dr. Roy Barton, Mr. Chi-wang Tang, Dr. Vaughan Coffey, Mr. Martyn Phillips, Dr. Mei-ling Ng, Mr. Edmond Yau, Mr. Anthony Wilson, Mr. Ki-cheung Tang, Dr. Stephen Kirk, Dr. Mei-yung Leung, Mr. Dong-yu Chen

Useful linkage:
HK Gover’t: http://www.cedb.gov.hk/citb/ehtml/home.html
HKIS: http://www.hkis.org.hk/hkis/html/professional_cpd.jsp
HKIVM: http://www.hkivm.com.hk
BCM: http://bcm.cityu.edu.hk
SAVE: http://www.value-eng.org/


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Disclaimer:

"Any opinions, findings, conclusions or recommendations expressed in this material / any event organized under this Project do not reflect the views of the Government of the Hong Kong Special Administrative Region or the Vetting Committee for the Professional Services Development Assistance Scheme."


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