VALUE ENGINEERING CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- PROJECT DEFINITION & GOALS ---
[ ] 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) (Design-Bid-Build, Design-Build, CM at Risk, Integrated Project Delivery (IPD))
[ ] Original Project Completion Date
[ ] Primary Performance Indicators (KPIs) for Success
[ ] Constraints & Limitations (e.g., Site Restrictions, Regulatory Requirements)

--- DESIGN & PLANNING ---
[ ] Describe the initial design concept and its key assumptions.
[ ] Were BIM (Building Information Modeling) techniques utilized in the design phase? (Yes, No, Partially)
[ ] Estimate of initial design hours spent.
[ ] Which design alternatives were considered (if any)? (Alternative Foundation Designs, Alternative Structural Systems, Different Material Choices, Modified Architectural Layout, Pre-engineered components, None)
[ ] Summarize the rationale for the chosen design approach compared to alternatives.
[ ] Were standard or repetitive design elements leveraged? (Yes, No)
[ ] Document any areas where design simplification was initially resisted, and why.
[ ] Date of latest design review

--- MATERIALS & COMPONENTS ---
[ ] Standard Concrete Mix Design? (Yes - Meets Requirements, No - Potential for Optimization)
[ ] Current Steel Grade (e.g., ASTM A36)
[ ] Alternative Steel Grades Considered? (No, Yes - Investigated for Cost Savings)
[ ] Description of Alternative Material Options
[ ] Estimated Cost Savings (Alternative Materials)
[ ] Material Specification Sheets (Alternatives)
[ ] Which materials could be substituted for cost or performance improvements? (Concrete, Steel, Wood, Insulation, Roofing)

--- CONSTRUCTION METHODS ---
[ ] Construction Sequencing Review (Current Sequencing Reviewed, Alternative Sequencing Considered, No Changes Required)
[ ] Describe Potential Prefabrication Opportunities
[ ] Estimated Labor Hours Savings (if applicable)
[ ] Construction Techniques Evaluated (Lean Construction Principles, Building Information Modeling (BIM), Modular Construction, 3D Printing, Improved Site Logistics, None)
[ ] Equipment Utilization Review (Optimal Equipment Utilization, Equipment Rental Cost Analysis, Alternative Equipment Considered, Equipment Efficiency Improvements Implemented)
[ ] Document any changes in Construction Methodology

--- SUBCONTRACTOR SELECTION & MANAGEMENT ---
[ ] Bidding Process Adequacy? (Fully Competitive Bidding, Limited Bidding, Sole Source Justification Required)
[ ] Number of Bids Received
[ ] Justification for Sole Source Selection (if applicable)
[ ] Subcontractor Pre-Qualification Status? (Fully Pre-Qualified, Requires Further Review, Not Pre-Qualified)
[ ] Subcontractor Insurance Certificates
[ ] Summary of Subcontractor's Past Performance
[ ] Subcontractor's Bid Price
[ ] Contract Type? (Fixed Price, Cost-Plus, Time and Materials)

--- SYSTEMS INTEGRATION ---
[ ] 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? (Yes, Revit, Yes, ArchiCAD, Yes, Navisworks, Yes, Other (Specify in Long Text), No)
[ ] Estimated reduction in clashes/conflicts through improved systems coordination (percentage).
[ ] Which potential integration challenges have been identified? (Space Constraints, Equipment Accessibility, Noise & Vibration, Aesthetics, Code Compliance, Other (Specify in Long Text))
[ ] 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? (Weekly, Bi-weekly, Monthly, No defined schedule)

--- LIFE CYCLE COST ANALYSIS ---
[ ] 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 ---
[ ] Are recycled content materials prioritized? (Yes, No, Partial/Considered)
[ ] Target U-value for building envelope (W/m²·K)
[ ] Which sustainable strategies are being considered? (Solar Panel Integration, Rainwater Harvesting, Green Roof Implementation, Passive Ventilation Design, Low-VOC Materials)
[ ] Description of efforts to minimize construction waste.
[ ] Is a LEED or other green building certification being pursued? (Yes, No, Considering)
[ ] Estimated reduction in energy consumption (percentage)
[ ] Details regarding the sourcing of sustainable materials (e.g., local suppliers, certifications).

--- RISK ASSESSMENT & MITIGATION ---
[ ] Identify Potential Risks (Cost, Schedule, Quality, Safety)
[ ] Estimated Cost Impact of Each Risk (€)
[ ] Risk Category (Cost, Schedule, Quality, Safety, Environmental) (Cost, Schedule, Quality, Safety, Environmental)
[ ] Potential Mitigation Strategies (Contingency Planning, Value Engineering, Alternative Materials, Improved Communication, Phased Construction, Early Procurement)
[ ] Risk Priority (High, Medium, Low) (High, Medium, Low)
[ ] Target Mitigation Completion Date
[ ] Detailed Description of Proposed Mitigation Action
[ ] Responsible Party for Mitigation
[ ] Risk Status (Open, In Progress, Closed) (Open, In Progress, Closed)

--- PROCUREMENT & CONTRACT MANAGEMENT ---
[ ] Procurement Strategy Selected? (Competitive Bidding, Negotiated Bid, Design-Build, Fast-Track)
[ ] Summary of Bidder Evaluation Criteria
[ ] Number of Bids Received
[ ] Contract Type (Fixed Price, Cost-Plus, Time & Materials, Unit Price)
[ ] Key Contractual Risks Identified & Mitigation Plans
[ ] Bid Due Date
[ ] Upload Key Bid Documents (e.g., Bid Sheets, Qualification Statements)
[ ] Payment Schedule Type? (Progress Payments, Milestone-Based, Lump Sum)

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