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Value Engineering Procedures

Document Type: Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: Estimators, Project Managers, Preconstruction


Purpose

Establish procedures for identifying and implementing value engineering opportunities to reduce costs without sacrificing function or quality.


What is Value Engineering?

Value Engineering (VE) analyzes functions to identify ways to:

  • Reduce cost
  • Maintain or improve function
  • Maintain quality requirements
  • Meet owner objectives

Value Engineering vs. Cost Cutting:

Value EngineeringCost Cutting
Maintains functionMay reduce function
Thoughtful analysisQuick reductions
Owner benefitsMay benefit contractor only
Often improves designMay reduce quality
CollaborativeMay be adversarial

When to Apply VE

Timing Opportunities:

PhaseOpportunitySavings Potential
Design (early)Highest10-30%
Design (late)Good5-15%
BiddingModerate3-10%
ConstructionLimited1-5%

Earlier = Better: More freedom to change, lower redesign costs.


Value Engineering Process

Step 1: Information Gathering

Understand:

  • Project requirements
  • Owner priorities
  • Budget constraints
  • Code requirements
  • Schedule needs

Analyze:

  • High-cost items
  • Complex systems
  • Over-specified items
  • Constructability issues

Step 2: Function Analysis

For Each Element, Ask:

  • What is its function?
  • Is that function necessary?
  • What else could provide that function?
  • What is the cost of the function?

Function Categories:

  • Basic: Primary purpose (must have)
  • Secondary: Supporting purpose (nice to have)

Step 3: Creative Phase

Generate Alternatives:

  • Different materials
  • Different systems
  • Different methods
  • Eliminate unnecessary items
  • Simplify complexity

Brainstorming Rules:

  • No criticism during ideation
  • Quantity over quality initially
  • Build on others' ideas
  • Wild ideas welcome

Step 4: Evaluation

For Each Alternative, Evaluate:

  • Cost savings
  • Impact on function
  • Impact on quality
  • Impact on schedule
  • Risk/feasibility
  • Owner acceptance likelihood

Step 5: Development

For Promising Ideas:

  • Detailed cost analysis
  • Technical feasibility
  • Drawings/specifications
  • Risk assessment
  • Recommendation

Step 6: Presentation

VE Proposal Should Include:

  • Current condition/cost
  • Proposed alternative
  • Cost comparison
  • Function comparison
  • Quality impact
  • Schedule impact
  • Recommendation

VE Proposal Format

================================================================
VALUE ENGINEERING PROPOSAL
================================================================

VE Item #: ____________ Date: ____________

Project: ___________________________________________________

Prepared By: _______________________________________________

================================================================

DESCRIPTION:

Current Design:
___________________________________________________________
___________________________________________________________

Proposed Alternative:
___________________________________________________________
___________________________________________________________

================================================================

COST COMPARISON:

Current Design Cost: $____________________
Proposed Alternative Cost: $____________________
────────────────────
SAVINGS: $____________________

Design/Coordination Cost: $____________________
NET SAVINGS: $____________________

================================================================

FUNCTION ANALYSIS:

☐ Maintains required function
☐ Improves function
☐ Reduces function (explain): ______________________________

Quality Impact:
☐ No impact ☐ Improved ☐ Reduced (explain): ______________

Schedule Impact:
☐ No impact ☐ Faster ☐ Slower: ______ days

================================================================

FEASIBILITY:

Technical: ☐ High ☐ Medium ☐ Low
Owner acceptance: ☐ Likely ☐ Possible ☐ Unlikely

Risks/Concerns:
___________________________________________________________

================================================================

RECOMMENDATION:

☐ Recommend adoption
☐ Further study needed
☐ Not recommended (explain): _______________________________

================================================================

APPROVALS:

Owner: _____________________________ Date: ________________
Architect: _________________________ Date: ________________
Contractor: ________________________ Date: ________________

================================================================

Common VE Opportunities

Structural:

CurrentAlternativeConsideration
Steel frameConcreteMarket conditions
Cast-in-placePrecastSchedule, quality
Deep foundationsShallowSoil conditions
Over-designRight-sizeEngineering

Mechanical:

CurrentAlternativeConsideration
Central plantDistributedFirst cost vs. operating
VAVVRFSpace, efficiency
Copper pipePEXApplication, code
Complex BMSSimple controlsOwner capability

Electrical:

CurrentAlternativeConsideration
Copper wireAluminum (feeders)Size, application
Custom lightingStandardLead time, cost
Over-designedRight-sizeLoad analysis

Architectural:

CurrentAlternativeConsideration
Curtain wallStorefrontPerformance needs
Natural stoneManufacturedAppearance, durability
Custom millworkStandardDesign intent
High-end finishesValue alternativesOwner priorities

VE Program Management

Tracking VE Items:

IDDescriptionSavingsStatus
VE-001Proposed/Accepted/Rejected
VE-002
VE-003

Sharing Savings:

  • Per contract terms
  • Typical: 50/50 owner/contractor
  • May vary by delivery method

Constructability Review

Constructability = Can we build it efficiently?

Review For:

  • Sequence issues
  • Access limitations
  • Tolerance coordination
  • Material availability
  • Labor skill requirements
  • Schedule impacts

Constructability VE:

  • Simpler connections
  • Standardized elements
  • Prefabrication opportunities
  • Sequence optimization

Owner Considerations

When Presenting VE:

Do:

  • Focus on owner benefit
  • Maintain quality/function
  • Present professional proposals
  • Be honest about trade-offs
  • Support design team

Don't:

  • Criticize design team
  • Propose quality reductions
  • Hide trade-offs
  • Push inappropriate ideas
  • Make it adversarial

  • Estimating Standards
  • Preconstruction Services
  • Change Order Management
  • Submittal Process

Template provided by support.construction. Value engineering benefits everyone.