Leveraging VM Program Best Industry Practices for Enhanced Agency Performance

By Anna M. Bremmer & Jerry DeMuro

Using VA best industry practices has been proven to get the highest return on investment for public agencies. Four agencies with mature VM programs average project savings of 6.4%, return on VA study investment of 147:1, and implementation rates of 68%. Why isn’t this happening for everyone? There are many factors that contribute to success —and many organizations that fail to grasp them. In late-2011, Seattle-based Sound Transit conducted a first-of-its-kind audit of its VM program. The audit was conducted under U.S. Government Auditing Standards issued by the Comptroller General, by SAVE International® certified value specialist (CVS™) subject matter experts. The audit benchmarked Sound Transit’s VM program against North American transit and transportation agencies including the Toronto Transit Commission; Ontario Ministry of Transportation; TriMet, Portland, Oregon; Denver Regional Transit District; WSDOT; and AASHTO. Each agency was interviewed on specific program performance parameters, ranging from VA policy to their selection system for projects requiring VA, VA program performance, level of acceptance of function improvement proposals—and 20 other factors. The results of the Sound Transit audit revealed BIPs that leverage VM programs to optimize agency cost management, operations, facility function, risk, and life-cycle cost (LCC). Across the board, high-performing VM programs have the following characteristics: they involve all affected parties, train the right people appropriately, scope VA as part of design, use procurement and contract mechanisms appropriate to VA, integrate cost and risk into VA, use the proven SAVE International® value methodology, have clear policies and procedures, commit to implementation, and track results. The audit has raised awareness among Sound Transit executives and financial managers. Now, at the budget approval stage, the question will be asked, “Have you completed a VA study and what were the results?”

Anna M. Bremmer

Since 1990, Anna M. Bremmer, CVS, LEED AP, Value analysis Consultant at Bremmer Consulting LLC, has facilitated marketing, project management analysis, and VA for environmental consulting, transportation and land use planning, civil engineering, geotechnical engineering, architecture, general contracting, construction management, and dispute resolution. She has a comprehensive understanding of the multidisciplinary project process—and the management approaches that make it successful. For the Sound Transit VM program audit, she interviewed Sound Transit’s senior management and project controls, construction and project management, design project management, engineering, finance, operations, planning, procurement, and public relations staff, as well as the U-Link project team.

Jerry DeMuro

Jerry DeMuro, PMP, Project Control Manager for the Central Puget Sound Regional Transit Authority, Sound Transit oversees annual capital budget development, capital program status reporting and strategic business planning with additional responsibilities for development and successful implementation of business improvement initiatives. He applies his over 20 years of project and business management experience to ensure successful delivery of the Agency’s capital construction program. Prior to joining Sound Transit, Mr. DeMuro managed a number of complex, multi-year, multi-million dollar environmental remediation programs for private industry, the US Environmental Protection Agency and the US Department of Defense.

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Adding To Your VE Toolkit: Enhancing Value With Road Safety Analysis Within Value Engineering Studies

By George Hunter

This paper supports the ability to enhance decision-making capability available in VE programs by explaining how risk-based road safety analysis can enhance value engineering studies. The focus of the presentation is the description of risk management techniques as they relate to road safety analysis, which can be incorporated into VE studies. Where applicable the presentation will also integrate the application of project performance measurement / analytical hierarchy process (AHP) and discuss how this tool can also be enhanced with risk management and integrated with risk-based road safety analysis.

The presentation has as its objective not just to explain the marriage of the VE, risk and road safety analysis but more importantly to encourage value engineering users to pursue tools that can enhance the traditional techniques and system known in the VE job plan. The presentation should appeal to wide audience, ranging from a novice to expert and to both VE facilitators and VE program managers.

The paper will be seeded with real study results.

George Hunter, PE, PMP, CVS

Value Management Strategies

George Hunter is a Certified Value Specialist (CVS) and a registered professional civil engineer. He is an experienced VE team leader, trainer, and the former Value Analysis (VA) Program Manager for the Caltrans. He has conducted multiple training courses and advised foreign government agencies on value management program development. In addition to his value management experience, he has extensive experience in the design, construction, and management of transportation projects.

Mr. Hunter’s 23 years of experience in design and construction includes 13 years of transportation sector value management as well as service on the AASHTO Value Engineering Technical Committee. Since receiving his Bachelor of Science in civil engineering, he has performed as a project manager, VE program manager, VE team leader (VETL), and trainer. He has led more than 150 studies of diverse construction projects throughout the United States, Latin America, Western Europe, and Asia.

As a certified Project Management Professional (PMP), Mr. Hunter focuses on applying VE as a project management tool to improve and balance project scope, schedule, budget, and quality. To this end, he has developed a project performance measurement tool, and his work integrates risk management and value management.

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An overview of Alberta Infrastructure’s Value Management Policy Framework

By Jay Sagoo

Alberta Infrastructure has endorsed the use of Value Management in its successful practice towards capital projects over many years.

This presentation will provide an overview of Alberta Infrastructure’s Value Management policy. This will be of interest to those who are interested in developing and implementing a Value Management policy in their organizations.

Jay Sagoo, P.Eng., CCE, AVS

Jay Sagoo is a Cost Engineer with Alberta Infrastructure. One of his responsibilities is to lead and coordinate Alberta Infrastructure’s Value Management program. Jay is a Professional Engineer (P.Eng.) and holds a Bachelor’s Degree in Engineering, as well as an MBA. He is a Certified Cost Engineer (CCE), as well as an Associate Value Specialist (AVS). His fourteen-year experience in engineering and management spans over government, utilities, and the manufacturing sector.

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Achieving Value in Water and Wastewater Treatment in the Region of Peel

By Wendy Teufel

This presentation highlights the use of VE by the Region of Peel at various stages in a projects life from conceptual design to constructability. The presentation will highlight why the Region of Peel has systematically undertaken VE studies on its complex water and waste water projects using an independent VE team.

Wendy Teufel

Wendy Teufel is a project manager with the Region of Peel. Wendy is responsible for the $180 million expansion at Clarkson Wastewater Treatment Plant and has been involved with several Value Engineering Workshops for both GE Booth and Clarkson Wastewater Treatment Plant Expansions.

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Assessing Value in Roundabouts vs. Signals - Highway 17/94/Centennial Crescent East Intersection

By Manal Kasim

TSelecting the most appropriate alternative to improve operation at an intersection is a complex issue. For a number of years, the decision was solely based on satisfying a set of criteria to determine if signals are warranted. A roundabout to address intersection problems was not common. Short of a full interchange, signals were the only available alternative. In recent years, the ministry introduced guidelines to investigate the feasibility of a roundabout at an intersection where operational problems exist and where signals are warranted. However, there are no clear guidelines or procedure for evaluating a roundabout vs. the signals.

Selecting the best value solution on the basis of a life cost analysis often leads to misleading results. Therefore, a value Engineering Study, VE, at early stages of the design, preferably at the preliminary design stage, provides the opportunity to compare viable alternatives based on a number of factors such as constructability, environmental, safety, traffic Operations as well as cost. To arrive at the right solution in a VE study, a group of professionals and safety experts examine the intersection in greater details, evaluate various alternatives and score each alternative based on the assigned weighting for each factor. The VE also provides the owner with the opportunity to make an informed decision based on either cost or performance without compromising the function

Manal Kasim, P.Eng.

Ministry of Transportation

Manal Kasim is an Area Engineer with the Ontario Ministry Transpiration in Northeastern Region out of North Bay. Manal holds a Master of Science degree from the Royal Military College in Kingston in Civil Engineering in 2001. Before joining the Ministry in 2001, Manal worked with a variety of private sector industries. Manal has been involved in Value Engineering since 2004 and functions as Value Engineering Coordinator for the Planning Design section and the Structural Section in NER.

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Cost Risk Assessment and Value Engineering (Crave)

By Ken L. Smith

Why not give your project mangers something they really CRAVE. By combining a Cost Risk Assessment workshop with the Value Engineering workshop, you can focus you value analysis on reducing or avoiding risk. Project risk is much more than just threats to the project budget and schedule. Often times an opportunity from a cost risk assessment can be brought into the evaluation and development of the value analysis. Value engineering proposals are similar to any other project opportunity; if they are not tracked and managed they can become a missed opportunity. This interactive process uses a Monte Carlo simulation models including likelihood of implementation of individual Vale Engineering proposals.

Ken L. Smith, PE, CVS (LIFE)

Ken L. Smith, PE, CVS (LIFE) has experience in a wide variety of engineering projects. From 1979 to 2007, Ken worked for the Washington State Department of Transportation (WSDOT) in project management, design, and construction. He was instrumental in developing WSDOT's project management process including the risk assessment and cost estimate validation process (CEVP). Ken has developed a process on combining cost risk assessment with value engineering (CRAVE). Ken has over 6,000 hours experience leading studies. Agencies have implemented nearly 80% of the recommendations made by VE teams he has led, resulting in cost avoidance in excess of $1 Billion. Ken has vast experience in facilitating workshops on controversial complex urban projects with extensive stakeholder involvement.

Over the past several years, Ken has received multiple national value engineering awards for accomplishments. He served as deputy state design engineer for WSDOT, chair of the AASHTO Value Engineering Technical Committee for six years, and was a member of AASHTO sub-committee on design. He is currently an active member of SAVE international, and for the last four years is HDR’s National Director for Value Engineering.

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Cracking the Complexities of Hospital Programmes

By Michael Dallas

Value Management in the UK has evolved in response to societal changes and now relates to, and complements many commonly used processes, such as Lean, Six Sigma, Benefits Realisation Management as well as contributing to the management of portfolios, programmes and projects.

The UK Government has developed a portfolio of Best Management Practice comprising guidance on managing business level Portfolios, Programmes of projects to deliver business objectives and Projects. These are supported by cross cutting processes including Management of Risk (M_o_R®) and Management of Value (MoVTM ), for which Michael Dallas was lead author. The change in Government in UK in 2010 triggered comprehensive reviews of public spending and stimuli for growth to address the worst financial crisis in a generation. To contribute to this effort, the UK Cabinet Office has taken ownership of the Best Management Practice portfolio. MoV was launched by the Executive Director of the new Major Projects Authority (MPA), David Pitchford, responsible for improving project performance for the taxpayer. Amongst other requirements, all major projects must submit Integrated Assurance and Approval Plans (IAAPs) which include a requirement to use established best practice and demonstrate deliverability and value for money. Best Management Practice and MoV, in particular, has a direct part to play in this process.

The presentation will demonstrate the necessity of setting things up right from the outset in order to provide clear articulation of value priorities and avoid the destruction of value through avoidable mishaps.

The author will also outline the Value Management qualifications, including MoV, that are available internationally to underpin effective delivery.

Throughout the author will illustrate how the methods contained in MoV have been used in the health sector and other complex situations facing similar hard and soft issues, using examples, drawn from his experience, to demonstrate the main benefits of using Value Management as published in the Best Management Practice white paper "Business benefits of implementing MoVTM ".

Learning points:

  • The role of Managing Value in improving programme and project performance
  • How to set up programmes and projects right from the outset
  • The relationship of MoV to other commonly used techniques and processes
  • Case studies to demonstrate how the benefits of using MoV can be delivered
  • The key messages within MoV and the qualifications relating to it, in the context of other internationally available Value Management qualifications

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Delivering Better Value through Informed Decision Making and Improved Performance

By Michael Dallas

This presentation will complement Michael's earlier presentation by showing how the use of the methods described in Management of Value (MoVTM) provide the basis of making decisions based on value criteria, aligned with an organisation's priorities, thereby improving performance.

He will use case studies to demonstrate how he has used the processes and techniques, described in the Best Management Practice guide Management of Value (MoV™) at Portfolio (business), Programme, Project and Operational levels.

Learning points:

  • Mechanisms for articulating value priorities
  • Basing decisions on Value
  • Using Value Profiles to optimise programmes and projects
  • Defining requirements of programmes and projects
  • Reconciling different stakeholders requirements
  • Augmenting business cases
  • Improving operational performance

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Michael Dallas

Michael Dallas is a non executive director of APM Group Ltd since its inception in 1993, during which time, it has grown to be one of the world's foremost organisations in accreditation and examining professional qualifications. He led the development and embedding of Value Management within Davis Langdon (now an AECOM Company) before retiring in April this year (but remaining as a consultant). He is Lead Author and Chief Examiner for Management of Value (MoV™) and is a leading international practitioner of Value and Risk Management . Michael led the development of the European and British Standards in Value Management and the development of the European Training and Certification System. His book, Value and Risk Management - a guide to best practice was published in 2006. He was lead author for the recently published Best Management Practice guide Management of Value (MoV™ ). He is a regular speaker at international professional events.

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Definition and Prevention of Development Risk for Industrial Projects

By Peter Ried

Any development project, no matter in which industry, is connected with different kinds of risk:


  • Financial risk
  • Technical risk
  • Schedule risk
  • Political risk


Value Engineering, consequently and systematically applied in combination with FMEA (Failure Mode Effect Analysis) is an excellent management tool to creatively identify and assess all types of risks mentioned above and also to develop solutions by using different creativity techniques to prevent/eliminate or reduce risk factors and situations for a company.

This paper explains techniques which have been applied very successfully during the past 15-20 years in the manufacturing as well as in the construction industry.

Peter Ried

Axel Peter Ried studied in Germany, Switzerland and the U.S.A. He obtained a Masters Degree in Business Administration and Applied Psychology. He also holds a Masters Degree of Machine Engineering. 

During his early career, he worked as a Director of the Berlitz School of Chicago and as an Assistant VP of the Singer Corporation N.Y. In 1961, he started his technical consulting company, RMM-Ried Management Methods. In 1989, he founded a design and engineering company, Berner + Ried GmbH.  Mr. Ried has introduced Value Management, Value Analysis and Engineering in Germany starting in 1961. He has applied VM/VA/VE in several thousand companies of all branches of industry around the world. 

During the past 50 years, RMM has trained about 450.000 managers in VM/VA/VE, and coordinated more than 30.000 project teams. Besides VM/VA/VE, Mr. Ried also is an expert in TQM and Project Management.

Mr. Ried has written 15 books on various subjects and has presented numerous papers at international Value Management Conventions in Europe, Canada, the US, China, Japan, India and Singapore

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Deloro Mine Site Cleanup Project

By Bob Putzlocher

The Deloro Mine Site Cleanup Project deals with the complex legacy of environmental contamination caused by the former owners of a historical mining, refining, and manufacturing site at Deloro, Ontario.

The Ontario government has spent more than $32 million on a number of actions to significantly reduce the amount of arsenic coming off of the site. The Ministry of the Environment assumed responsibility for this site when the owner failed to comply with orders to stop pollution. The ministry has made significant progress in dealing with the complex and multifaceted environmental issues at the site. Final remediation plans have recently been developed and are currently underway. It is expected that the entire cleanup will take six to eight years to complete.

In 2009, the Moe initiated a Value Engineering Study to review the design of the Deloro Mine Site Cleanup. This review allowed the owners, designers and independent team members an opportunity to examine the design with an objective of improving the value of the investment as the project is carried forward.

For more Information:Deloro Mine Clean Up Study

Bob Putzlocher

Bob Putzlocher has been with the Ministry of the Environment since 2001. He is a graduate of Queens University with a master’s degree in civil engineering specializing in hydrogeology and contaminated sites. Bob is a lead engineer on the MOE’s Deloro Project Team.

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Developing a Growth Strategy with Function Analysis for Cubeit, a Start Up Company

By Shannon Bissett

Cubeit Moving and Storage was founded in Barrie, Ontario, in 2006. In 2008, Cubiet expanded into the greater Toronto area with locations in Newmarket& Mississauga. In 2009, we opened locations in Sudbury, North Bay, Brampton, London & Richmond Hill. Our newest location opened last year, in Calgary, Alberta. Further expansion is planned across Canada.

In 2009, Cubeit was first introduced to Value Engineering (VE) as a means to improve our business planning. The results were very impressive. VE continues to be used at Cubeit to increase our efficiencies and expand our market share.

Shannon Bisset

Shannon Bisset is a graduate of the University of Calgary with an MBA, focusing on new venture development and marketing. She has 16 years of experience building businesses from the ground up. Cubeit Moving and Storage was founded in Barrie ON, in 2006, and has expanded to major population centres including Toronto, London and Calgary as well as Sudbury and North Bay. The long term plan is to expand across Canada.

Shannon has been recognized as one of Canada’s top women entrepreneurs and is frequently asked to be a guest speaker at many conferences .She was one of the keynote speakers at the 2010 CSVA conference, in Montreal.

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Benefits of VE and Risk Analysis for Edmonton's North LRT Extension

By Art Washuta and Hussien T. AL-Battaineh

The Edmonton North LRT is a $755 million, 3.3 km extension of Edmonton's current 21-km LRT system, involving tunnelling, street-level construction, and three new LRT stations. It is projected to add 13,200 weekday riders to the current 92,000 weekday ridership. The North LRT is part of the City of Edmonton's Transportation Master Plan for a city-wide high-speed light rail transit system which will be efficient, affordable, accessible, and environmentally friendly.

During the detailed design phase for the North LRT undertaken by the AECOM team, two major value engineering and risk analysis workshops were conducted. The first value engineering workshop was conducted at the start of the detailed design stage to confirm the preliminary design and search for new creative ideas, and the second workshop was conducted for the LRT track to select the highest value option.

This presentation will provide background on the project and showcase the benefits gained in applying the value engineering methodology. The workshop job plan, major findings, risk analysis and the current status of the project will also be discussed.

Art Washuta, P.Eng.

Vice-President, Alberta North District, AECOM Canada Ltd., Edmonton

Mr. Washuta has 38 years of experience in planning, design, project management, and construction management for heavy civil, environmental, and transportation projects. Art is a strong proponent of effective project management procedures with a focus on quality systems. His strengths are in management of diverse major projects, effective teamwork and financial accountability. Art also has a keen personal interest in planning and implementation of LRT projects in Edmonton. Major projects for the City of Edmonton have included management of the North LRT Extension to NAIT, South LRT extension from Century Park to Ellerslie Road, and the new Southeast to West LRT from Millwoods to Lewis Estates. All of these projects have included co-ordination of multi-consultant, multi-discipline project teams, value engineering and risk management.

Education: B.Sc. Civil Engineering, University of Alberta, 1973

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Hussien T. AL-Battaineh, Ph.D., P.Eng., AVS

General Manager, SMA Consulting Ltd. Edmonton Alberta.

Academic Training:

  • Ph.D. in Construction Engineering & Management, University of Alberta, 2007
  • MSc in Construction Engineering, Western Michigan University, 2002
  • MSc in Structural Engineering, Jordan University of Science and Technology, 2000
  • BSc in Civil Engineering, Jordan University of Science and Technology, 1998

Dr. Al-Battaineh was recognized for his construction engineering and management work through a number of awards and scholarships including the Joseph D Thompson/Zurich Canada Award, 2005; the Province of Alberta Graduate Fellowship, 2004; the NASTT North West Chapter, Scholarship, 2004; and the King Hussein Scholarship, Jordan, 1993-1998.

Relevant Industry Experience:

Dr. Al-Battaineh is an expert in risk analysis, value engineering, infrastructure modeling and project management for civil engineering applications.

Dr. Al-Battaineh is a General Manager with S.M.A. Consulting Ltd. He has completed risk analysis, value analysis and constructability reviews for major civil projects including drainage, light rail transit, highways, airports, tunnels, wastewater treatment plants, water treatment plants, buildings and bridges throughout Western Canada. Dr. Al-Battaineh is an experienced facilitator who has successfully facilitated more than 100 projects over the past five years.

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European Perspective on Risk Management in Alternative Delivery

By Jeff Plant

Large European contractors are a significant force in the North American infrastructure market. This presentation will review the players, discuss their competitive advantages and provide an insight into how they approach risk management in the North American context. Attendees may be surprised to learn that the biggest risks faced on alternative delivery projects have little to do with their design and construction.

Jeff Plant, NCE Value Engineers

Jeffrey Plant is an accomplished Project Manager with over thirty years of transportation, environmental and building project experience for a variety of clients including government ministries, departments and agencies, international financial institutions, design-build contractors, private developers, concessionaires, building owners, facility managers, railways, transit authorities, municipalities, first nations, and industries.

From 2002 to 2011 he acted as the Independent Engineer on the Highway 2000 Project in Jamaica, a PPP concession awarded to Transjamaican Highways Ltd - a joint venture of Bouygues Travaux Publics and Vinci of France. He was contracted by Bouygues Civil Works Florida to assist during the start-up of Port of Miami Tunnel Project. He has also worked on the Kiev to Odessa (Ukraine)Toll Highway Project with Torno of Italy, privatization of the Indian Turnpike and a highway concession project in Lagos, Nigeria. Most recently he has participated in value studies with NCE Value Engineers for the proposed Crosstown LRT in Toronto and the Dulles Corridor Metrorail expansion in Washington.

Mr. Plant is certified as an Associate Value Specialist by SAVE International - the Value Society and serves as one of two Canadians on the Executive Committee of SAVE International as the VP Finance and Administration. He has participated in numerous value studies on major PPP projects and represents the international contractor's perspective.

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Functional Analysis, Risk Analysis and Mind Mapping Synergy

By Dr. Michael Mladjenovic and Thomas Fletcher

Functional Analysis and Performance Specification (FPS), can be employed during the early stages of new product introduction (NPI) process in order to articulate user’s needs. The key benefits of their early application is a structured team creativity and increased effectives in developing and selecting preferred solutions. During the session, progress in developing innovative approach of integrating: VA/VE/VM process, Mind Mapping and Functional uncertainty modeling will be presented

Dr. Michael Mladjenovic, Ph.D., P.Eng.

Dr. Michael Mladjenovic is the Master Black Belt, whose professional experience includes senior leadership positions in manufacturing, engineering, continuous improvement, and quality assurance for LifeLabs, Maple Leafs Food, Magna Int., Intier Interiors, General Electric, PPG, and SKF (IKL). In 1995 he received Six Sigma training and certification while participating in General Electric Six Sigma deployment.

Dr. Mladjenovic has published over 20 papers related to business improvement, strategic management, integrated risk management, and problem solving methodology. During his work in automotive, food, electronic, and health sectors Dr. Mladjenovic has lead a number of initiatives related to development of the Enterprise Business systems development and improvement Strategies and Quality Systems implementation. He has conducted trainings and workshops on Six Sigma, Design for Six Sigma, Business Process management, Project Management, Value Engineering, Lean Manufacturing, Theory of Constrains, Triz, TPM, Kanban, Kaizen, 5 S, and Value Stream Mapping.

Dr. Mladjenovic is an ASQ Certified Quality Auditor, Reliability and Quality Engineer, Registered Professional Engineer, and holds a B.S., a Master’s and Doctor’s Degree in Mechanical Engineering and Business.

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Tom Fletcher, P.Eng., CVS

Tom Fletcher is an experienced senior results oriented manager with over 40 years experience in the public and private sector including Project and Program Management, Value Engineering, Transportation Engineering, and Construction Management.

Tom is the senior engineering manager responsible for all technical projects within the Fletcher Group. The primary focus of the Group is to provide independent Value Engineering and Functional Performance Specification services to projects in the construction, transportation, utility (nuclear), water/ wastewater, business process, manufacturing and automotive sectors.

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Getting a Head Start with Defining Client's Needs in Business Architecture with Functional Performance Specifications

By Jerry Godin

Jerry has participated in 3 separate functional performance specification sessions at the ministry to assist business organizations identify their high level business needs. In each case the facilitated session resulted in an excellent starting point for the business and I&IT to understand business drivers and needs. The Fast diagram brings consensus to group within two to three days.

Jerry Godin

Jerry has worked for the ministry for 11 years in both I&IT and for the last 4 years in Provincial Highways Management as a Senior Project Manager. Jerry is currently managing 2 high profile business/IT programs and projects that will ultimately change the way PHM does business in the future. With experience from both sides, Jerry understands the value of Functional Performance Specifications and how it supports the detailed analysis of business architecture.

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How the FTA Controls Budget and Schedule for Funding for Transit Projects Through Cost and Schedule Risk Contingency

By William Willson

The Federal Transit Administration has been working diligently over the last 10 years in developing an effective risk management process to ensure applications for Federal New Start Funds are appropriately audited and reviewed as to their robustness in budget and schedule contingency provision. However, an Grantee’s compliant application in line with guidance at the time of an assessment by the FTA is of little benefit if there is no mechanism to manage and provide visibility to those responsible for oversight as the project progresses. The FTA has now implemented through its latest guidance a robust execution plan in the form of a Risk and Contingency Management Plan [RCMP]. We will outline the structure and input required to this RCMP and the benefits derived to both a funding Agency and the project as a whole in management and control of risk and contingency.

William Willson

Mr. Willson is a Chartered Quantity Surveyor and a Fellow of the Royal Institution of Chartered Surveyors and an Associate Value Specialist with the Society of American Value Engineers. Mr Willson currently managers the risk assessment team under PB’s Geotechnical and Tunnels specialist services group. Mr. Willson is a recognized industry leader in cost and schedule risk assessment, risk analysis and risk management of major infrastructure projects and capital construction programs in the United States and abroad. He comes to PB from an Associate Principal with cost consultants Davis Langdon and a past Senior Vice President with cost consultants Faithful & Gould.

Mr. Willson previously served as the Project Planning Manager for the Channel Tunnel High Speed Rail project in the UK during preliminary engineering and then headed up the risk assessment for the project during detailed design through to financial close engaged by the P3 engineering consortium London and Continental Engineering. Mr. Willson has worked on many MTO highways projects in a risk and value capacity, participated in value engineering studies with the DEP in Toronto and worked on risk matrices with Infrastructure Ontario

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Maximizing Value in Water/Wastewater Using VE

By David Wilson

Water/wastewater infrastructure - the lifeline of the community, the enabler of growth, and likely one of the highest areas of cost for a municipality. But with water and sewer charges levied directly to customers, the taxpayers, it’s also the object of great criticism. Highly publicized cost overruns and delayed schedules manifest in community frustration with these projects and the elected officials and the staff responsible to deliver them. Value Engineering can successfully maximize the cost-effectiveness of infrastructure delivery by focusing on right-sized, right-featured solutions.

Several case studies will highlight the approaches used by municipal agencies to successfully deliver highly effective water/wastewater solutions to support their service improvement and growth needs.

David Wilson

David Wilson is President of NCE, a value engineering firm specializing in infrastructure projects, located in Markham, ON, Canada. He is a Civil Engineer with 29 years of experience in both the public and private sectors. During his career, Mr. Wilson has led major infrastructure projects through the planning, design and/or construction phases, including several design/build projects. He has been involved in value management projects since 1995 and is a member of the Canadian Society of Value Analysis, SAVE International, and the Institute of Value Management. He recently completed a four-year term as the President of SAVE International from 2007 to 2011 and currently serves as SAVE’s Immediate Past President.
Mr. Wilson has a Bachelor of Engineering Science (BESc) degree from the University of Western Ontario in London, ON, Canada, and is a licensed Professional Engineer in Ontario, Nova Scotia, British Columbia, Alberta, and New Brunswick.
Most recently, Mr. Wilson has been using VE as an enhanced development technique on major infrastructure projects and exploring innovative approaches to enhance the value engineering process. Mr. Wilson is the author of over 33 technical papers and articles, including SAVE International’s Paper of the Year Putting the Value Back into Planning, and NCHRP’s definitive Value Engineering Applications in Transportation.


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Modifying VA Tools to Meet Workshop Situations

By Scot McClintock

Each VA Study is unique, from the project being studied to the VA Team members to the Owner, design team, and project stakeholders. In planning the approach to a given VA Study, the facilitator must choose the right tools from his/her VA toolbox. In addition, the facilitator should be open to modifying the selected VA tools as needed to best fit the unique VA Study, either while planning the study approach or in the heat of the workshop. Through the use of examples from actual VA Study workshops, the author will demonstrate the successful modification of VA tools to fit real workshop situations.

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Scot McClintock, PE, CVS (Life), PVM, FSAVE

Head of Value Management

Scot McClintock is a well-qualified value practitioner with 29 years of VA/ VE/ VM experience. Scot has balanced cost and quality in over 280 VE/VM project and training workshops to identify value improvements of nearly $4 billion on projects totaling over $20 billion. He has used customized applications of VA/ VE/ VM tools to meet the needs of the client, from facilitation of public meetings through extended VA/ VE/ VM workshops. Scot has incorporated the use of Risk Management into his VA/ VE/VM workshops, as well as leading edge consensus-building techniques such as Performance Criteria and Measures, Choosing by Advantages, and Functional Performance Specification. Scot was instrumental in helping MTO adapt Performance Criteria and Measures techniques to their VA program. He also introduced Risk Registers and Cumulative Cost FAST Diagrams to their workshops

Approved by SAVE International since 1994 to teach Module1 value training workshops, he has trained over 400 personnel for agencies and corporations in the U.S. and Canada. Over 70 of those trainees have become AVS certified. He has facilitated VA/ VE/ VM studies for governmental, military, pharmaceutical, medical, correctional, educational, environmental, and national park facilities, and highway, bridge and rail projects in the US, Canada, South Korea, Kuwait, Saudi Arabia, Germany and the UK, with average identified construction cost savings of over 18%.

As Head of Value Management for Faithful+Gould, Scot’s sole responsibility is the oversight and provision of VA/ VE/ VM services. He is a professional engineer (1978) and a CVS since 1986 (Life since 1998). Scot has Professional in Value Management (PVM) certification from the European Governing Board (EGB), reflecting his knowledge and capability in VA/ VM type workshops. Scot was inducted into the SAVE College of Fellows in 2008. Finally, Scot currently serves the VE/VM community as President of the Mid-NYS Chapter of SAVE; CVS Director for the SAVE Certification Board; and Director of the Canadian Society of Value Analysis. He has spoken at several SAVE conferences; three annual CSVA conferences, and three AASHTO VE conferences and has been published in Value World and Quality By Design. Scot has Bachelors and Masters of Engineering degrees from Cornell University in civil and environmental engineering.

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Optimizing Organizational Resources Through Value Analysis

By Terry Hays

Optimizing Organizational Resources Through Value Analysis

Mr. Terry Hays, CVS-LIFE, Fellow-SAVE

Founder and Chief Executive Officer

Value Management Strategies, Inc

Terry Hays, CVS-Life is a mechanical engineer with over 40 years of experience in engineering, design and value management for a variety of applications. He has extensive experience in leading value engineering workshop, training seminars and workshops for government, municipal and industrial clients and has participated in many detailed value engineering studies of technical facilities and processes. He has developed the largest VM firm in North America, VMS, with 13 CVS’s on staff and manages over 200 VM studies annually for a wide range of industries.

Mr. Hays has conducted over 400 VE studies on a wide range of Construction projects, worked on over 100 assignments with manufacturing clients, trained over 10,000 people in the VM techniques, and conducted over 100 on Business/Organizational/Operational Process Studies since 1983.

Terry is Past President of SAVE International and has presented papers on VM worldwide. He was invited to be luncheon speaker at one of the first CSVA Conferences in Montreal in 1995.

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Introduction to Alternative Delivery

By Hans Van Poorten

Mr. Van Poorten will provide an overview of different Alternative Delivery/Public-Private Partnership (P3) procurement models, with emphasis on the transfer of risk inherent in each approach.

Hans Van Poorten, MBA, P.Eng.

Mr. Van Poorten has over 40 years of consulting experience, and over 15 years of personal involvement in various types of P3 assignments for a range of services. He was the principal process advisor to the City of Ottawa for the N-S LRT project, and as process advisor to NIDCO (Government of Trinidad and Tobago) as part of the negotiation of an over $2.5 billion rapid rail project. Similar assignments on P3 projects have been undertaken for the City of Winnipeg and the regional municipalities north of that city. Mr. Van Poorten has advised Transport Canada on international “best practice” with respect to an approach to procurement for road, construction, transit, and transit equipment. This study was part of a departmental review of procurement practices and their application to transportation related purchases for projects receiving funding from the federal government. On behalf of Infrastructure Ontario, he was part of the team responsible for the assessment of various approaches to risk modeling specific to the transportation and transit sectors.

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Introduction to Risk Management

By Alain LeBlanc

The presentation will introduce attendees to the different aspects of risk management process from risk identification, assessment to response plan. Risk assessment will be of a semi-quantitative approach estimating the risk impact in terms of recurring cost, schedule and other value criteria of the product or project.


Alain LeBlanc, CD, P.Eng., MSc, M.Eng.

Alain is a graduate from the Royal Military College of Canada in Mechanical Engineering, with post-graduate studies at Queen’s and McGill Universities.

Alain has over 30 years of experience in value engineering, risk and project management, product development and supply chain management in the Canadian Forces, at Hydro Quebec and at Pratt & Whitney Canada.

Member of the CSVA since its foundation in 1993, Alain has held different positions including four years as president as well as chairing the CSVA Annual Conferences in 1998, 1999 and 2003.

Alain received a SAVE International President’s Citation in 2004 as well as the Best Paper of the Year Award in 2006.

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Introducing Western Canadian Jurisdictions to VE – Manitoba and Saskatchewan

By Chris Gauer

This presentation will review the introduction of Value Engineering on highway and transportation projects to the City of Regina and the Provinces of Saskatchewan and Manitoba. The presentation will discuss the initial VE projects undertaken in these jurisdictions, how was VE received and adapted to their local requirements.

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VE and Alternate Delivery – P3 and Design Build Projects

By Chris Gauer

This presentation will address the role of VE in Alternative Delivery. Design Build and P3 projects require designers and contractors to be innovative in the project procurement phase. Once the project is won, the challenge continues in terms of providing value, meeting the Design Build Agreement requirements, while affording cost savings through both formal and informal VE practises.

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Chris Gauer, P.Eng., AVS

Chris Gauer received his B.A.Sc. from the University of Toronto in 1978. He has worked in consulting engineering throughout Canada and internationally. He is currently the Manager Transportation, Project Development and Management Group at MMM. Mr. Gauer is a Professional Engineer registered in a number of Provinces and is an Advance Value Specialist with SAVE International.

Chris led the MMM VE practise from 2001 to 2005. He has worked in almost every Province of Canada on transportation projects and he just returned from working in Western Canada where he led VE work for contractors and government sector clients. His recent area of expertise is in Alternative Delivery projects including Owner’s Engineer, Design Build and DBFO projects. Relevant project experience includes the Anthony Henday Drive Southeast Ring Road P3, Edmonton; Highway 407 East Partial and West Extensions, Pickering & Halton; the CentrePort Canada Way Interchange, Perimeter Highway and Highway 1, Winnipeg; and the Fredericton to Moncton Highway, New Brunswick. He is currently the Design Build Manager for the H3 Project for the vivaNext Rapid Transit program for York Region.

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Project Risk Management Basics: Cost and Schedule Impacts

By Robert Rocco

If you are involved in project management, development of cost estimates, or preparation of project schedules and you are not used a risk-based approach, this presentation is for you. Without knowing and managing the risks, costs tend to rise and deadlines are inevitably missed. This presentation provides the basics, showing the inputs to risk management, the outputs especially related to cost impacts, and tools for management, mitigation, and risk-based cost estimating. (Note that, in the short time available at the conference, this presentation does not go into details of risk-based cost estimating.)

Robert Rocco, PE

Robert Rocco, PE is a Risk Manager and Associate Vice President with AECOM. Mr. Rocco is currently involved in the risk management for several US “mega projects” such as the Second Avenue Subway in New York City. His risk management experience includes major rail transit and rail freight development projects; fusion test reactors design and installation; facility decontamination and decommissioning; and the civil features of fossil, nuclear and hydroelectric generating stations. He has a demonstrated philosophy to increase engineering and design competitiveness through advanced tools and efficient work processes.

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Ravensview Wastewater Treatment Plant Upgrades Value Engineering

By Allen K. Lucas and Scot McClintock

The Ravensview Wastewater Treatment Plant was identified in 2003 as requiring upgrades to increase the hydraulic capacity to meet the growth projections for Kingston, Ontario and also to add advanced secondary treatment to meet the provincial effluent guidelines. A key to the success of the project, which was undertaken over a 6 year period, was the completion of a Value Engineering session. Having completed the necessary planning and preliminary design, Utilities Kingston (the operating authority for the plant) and the engineering design team completed a four day Value Engineering Workshop project to ensure that the works proposed would meet the City of Kingston’s needs and provide the best value to the customers.

The Value Engineering Workshop was deemed a success by Utilities Kingston. The outcomes produced verification that critical design decisions were correct, provided opportunity to include additional features to make operations more flexible and provided for substantial projected cost savings. As the project at the time, was the largest municipally funded capital works, Value Engineering was considered beneficial.


Allen K. Lucas, P.Eng.

Allen Lucas received a diploma of Survey Technology in 1979 from the British Columbia Institute of Technology, a B.A.Sc. Civil Engineering (Water Resources) in 1989 from the University of Waterloo and Facilitator of Adult Learning Certificate in 2000 from Loyalist College of Applied Arts and Technology.

Allen has been employed in a variety of roles within consulting engineering firms and within municipal utilities. Currently employed at Utilities Kingston as Manager Research and Projects Office, he was Project Manager for the $115 million Ravensview Wastewater Treatment Plant Secondary Treatment and Capacity Upgrades.

Allen Lucas has served with Professional Engineers Ontario (PEO) at the Chapter, Council and on committees. For his active service in PEO he was inducted into PEO’s Order of Honour on April 27, 2007 as an Officer and has been named a Fellow of Engineer’s Canada.

Allen has previously been active on Ontario’s Water and Wastewater industry associations, has contributed papers for conferences and publication and has presented on a number of topics at various technical conferences.

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Risk Analysis and Value Engineering for CMAR Projects

By Renee L. Hoekstra

This presentation will define the CMAR process and then discuss how risk analysis and value engineering should be applied. Currently, ADOT has been applying a formal Risk Analysis and Value Engineering process to the CMAR process that was developed by Renee Hoekstra. We will discuss the specifics and show the tools used during this 3-day workshop. We will discuss who should be in attendance and why. This process is an important step in the overall CMAR process as well as documenting the benefits of the entire team working together to focus on adding value to a project and the success of the CMAR as a process.

Renee L. Hoekstra, CVS

Renee L. Hoekstra, CVS is the President of RH & Associates and is a certified value specialist. She provides all program development and facilitation services for team development, value engineering, partnering and problem solving for inter and intra-agency or companies as well as design, design/build(DB), construction manager at Risk(CMAR), construction manager/general contractor (CM/GC) and construction projects. Her recent experience with Alternative Delivery Method projects has included extensive experience over the last five years. This has included project scoping, value engineering, and partnering from project design through construction and then final close-out or lessons learned on numerous projects. Renee has been working with various agencies, ADOT, Caltrans and UDOT, to help them develop project and process approaches to improve Alternative Delivery projects. Her most recent experience has been working with ADOT to develop a special approach for two pilot CMAR projects applying risk analysis and value engineering. Additionally, she has worked with Caltrans facilitating internal workshops to develop best management practices for their new D/B program and then facilitating workshops between the Port of Long Beach and Caltrans for the new $1B Gerald Desmond Bridge D/B project to develop internal management approaches and processes. Renee has been working with CMAR projects for the past seven years.

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Risk Management in Transportation-DB Case Study: Metro North RR Yankee Stadium Station

By Stuart Sokoloff

Design Build procurement offers a unique opportunity to identify alternatives to the design as presented by the Owner’s engineer, and to offer creative and cost effective means to complete the design and construct the project. Although a formal VE analysis is rarely performed by the DB team, alternatives are proposed, evaluated, costed and incorporated if they have merit. Part of the decision making is based on an informal risk evaluation that has three (3) perspectives: 1) Will the alternate disqualify from the project (non-responsive); 2) will the DB be successful in its implementation (especially if approvals are required) and 3) how will it impact upon schedule.

The new Yankee Stadium Station DB project had a cost of over $80 million dollars and was built specifically to offer a transportation alternative to those attending games at the new Yankee Staddium. Work included deep foundations is soft and seismically fragile soils including H-piles and drilled mini-piles, new track, new platforms, a new station building and new 260 ft. long enclosed pedestrian bridge

Stuart Sokoloff, PE, PEng.

Stuart Sokoloff, PE, PEng., is the President of CTS Group located in New York City. Mr. Sokoloff was previously the VP of Construction and Director of Design Build for SAVE, and a member of the Value Engineering Committee for DBIA (Design Build Institute of America).

His 35 year long practice includes participation of over 120 formal value engineering studies and "Design-Build Integration" embedded to coordinate between the Engineer and Constructor. His expertise includes geotechnical & foundations engineering, structural engineering for buildings, bridges, and waterfront structures as well as constructability and construction engineering designs provided directly to the contracting community. He has worked throughout the US and the Province of Ontario.

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Schedule Risk Analysis Essentials for Project Success

By Laszlo A. Retfalvi

This presentation will provide attendees with an overview of industry risk management best practices, techniques, and critical success factors. Attendees will learn the basics of schedule risk analysis and how it may be applied on projects to increase the probability of success.

Laszlo A. Retfalvi P.Eng. PMP PMI-RMP

Laszlo A. Retfalvi P.Eng. PMP PMI-RMP - Laszlo is founder and principal of Retfalvi and Associates Inc., an Ottawa based consulting firm committed to providing project management, risk management, training, workshops, and coaching support to its clients. Prior to his current role, Laszlo had a 17 year career of senior and executive positions at General Dynamics Canada, a division of General Dynamics, a Fortune 500 company. Previously, Laszlo was with the Irving Group of Companies and SED Systems.

Laszlo has published a number of relevant articles and has also presented in numerous national and international conferences, including PMI Global North America 2009, 2010, and 2011, National Capital Symposium on Project Management, PMO Symposium 2010, P8 US State Department, Defence Academy of the United Kingdom, APEC, International Symposium on Protection against CB Warfare Agents Sweden, New Scotland Yard, London MET Police, Japan Self Defence Force, and the Conference Board of Canada Public Sector Project Management 2010 National Conference.

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Sharing Values with First Nations

By Rob Kivi

Using a case study approach, the presentation examines the use of Value Engineering as a tool to build consensus and expedite decision making on issues involving First Nations stakeholders. Red Rock Indian Band (RRIB) expressed interest in acquiring lands that were being protected by the Ministry of Transportation of Ontario (MTO) for future highway improvements. Value Engineering was utilized to expedite the development of a recommended preliminary design concept that could be used as the basis for property protection and allow MTO to declare a portion of the protected lands surplus to their needs. By involving the First Nations stakeholders as active participants in the VE study, both MTO and RRIB were able to share their objectives, concerns and issues, while working toward a solution that offered benefits to both parties.

Rob Kivi, P.Eng.

Mr. Rob Kivi, P.Eng., is Vice President, Transportation Engineering and a Partner in MMM Group. Mr. Kivi has over 27 years of experience in planning, preliminary design, detail design, contract administration and EA studies for a wide variety of road and highway projects throughout Ontario, as well as nationally and internationally. Rob has participated in numerous Value Engineering studies as a Highway Engineering specialist and/or study Project Manager. He has fulfilled a similar role in Schedule and Cost Risk Assessment workshops. In addition, he has been involved in developing and conducting training programs in the areas of highway design and traffic staging for clients and the general engineering community. Rob has also given expert testimony on roadway design and safety issues before the Ontario Municipal Board.

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Stripping out Bias' in Risk Estimating

By Stephen Holmes

Risk based estimates in transportation projects are based on the subjective expertise of subject matter experts. All of us have bias. We draw on our personal experience and use judgement to estimate the likely cost or schedule for project elements. In the financial industry, risk is predicted through analysis of statistical information and as we saw in 2008, they still get it wrong. In a transportation cost risk assessment, teams will be biased. This presentation will show what to look for in ensuring that bias is stripped out of the estimate.

Stephen Holmes, P.Eng, CVS

Stephen Holmes is a Professional Engineer with the Ontario the Ministry of Transportation with extensive experience in the planning, design and construction of highway infrastructure. Stephen has coordinated the Ministry of Transportation’s VE program since 1999. The VE program has grown to become the leading VE program in public infrastructure in Canada, responsible for over $900 M in cost savings/avoidance and many changes that improved value. Under Stephen’s leadership, Ontario’s VE program has won awards from the American Associate of State Highway and Transportation Officials, and the Canadian Society of Value Analysis.

Stephen is a member of the American Association of State Highway and Transportation Officials (AASHTO) VE technical committee and is a director of the Canadian Society of Value Analysis (CSVA). In 2009 Stephen received a presidential citation from SAVE International for Value Improvement in Government. Stephen also led the development of an innovative new approach to Value Analysis training, and the course was awarded a Gold award from the Canadian Society of Training and Development in 2009.

Stephen Holmes graduated from the University of Waterloo in Ontario, Canada, with a BASc in Civil Engineering in 1985.

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Tools to Evaluate Different Modes of Transportation

By Tom Williams

With today’s interest in multi-modal projects and transit investments, evaluation tools which may be well suited for highway transportation projects may not provide the desired insights during evaluation of other transportation modes. How would you evaluate continued ferry service against a bridge option? Bus Rapid Transit against Light Rail Transit? How do you determine if adding a transfer station is worth the investment? When capital investments are integrally connected to the operating plan, what tools can be used to evaluate the brainstorming ideas for cost reduction? Evaluation tools used on several recent transit VE studies will be reviewed including “cost effectiveness,” a measure commonly used by Federal Transit Administration projects in the U.S.

Tom Williams, PE

Tom Williams, PE is a manager for Transportation Planning with AECOM in Markham, Ontario, having recently relocated from Grand Rapids, Michigan. He has 31 years of experience in Transit and Transportation, which includes experience in nearly all modes of transit – Streetcars, BRT, LRT, Commuter Rail, Subways, and High Speed Rail. He has facilitated more than a dozen VE studies, including those related to commuter rail, BRT, and highway interchanges. Recent experience includes planning of subway improvements (North Red Line) for the Chicago Transit Authority, an extension of Metra’s Union Pacific Northwest Line (Commuter Rail) in Chicago, a Streetcar Feasibility Study for Grand Rapids, Michigan, and involvement in five BRT projects (at various stages of planning and design).

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Integration of TRIZ with Value Management

By John Borza

Value Management is a function based methodology focused on improving value (defined as function ÷ cost). Its function-based analysis, and traditional brainstorming approach to problem solving, share a number of characteristics with TRIZ, creating a unique opportunity to apply TRIZ principles into the Value Methodology. The synergy between these approaches results in enhanced brainstorming output (quantity of high quality ideas). This paper will examine a way to integrate key ingredients of these two approaches, and the benefits that can be realized from the combination of the Value Methodology and Structured Innovation.

John S. Borza, PE, AVS

John Borza, President, Value Innovation, LLC, has been involved in creativity and innovation as an Engineer and Manager for over 30 years, concentrating the past several years in the area of Value Engineering and TRIZ. Mr. Borza earned a BS degree in Electrical Engineering and an MBA from the University of Michigan. He is an accomplished facilitator and trainer who has successfully led numerous workshops in a variety of automotive product areas, resulting in significant cost reductions, improved products, and patentable innovations, and has trained hundreds of Engineers and Managers in TRIZ Structured Innovation techniques. He is a Registered Engineer, an Altshuller International certified TRIZ Practitioner, and holds an Associate Value Specialist certification from SAVE International. He is also the President of the Greater Michigan Chapter of SAVE International, a member of the Altshuller Institute for TRIZ Studies, and a member of SAE (Society of Automotive Engineers).

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Uncertainty Modeling in Multiple Dimensions for Value Analysis

By Robert Stewart and Gregory Brinks

Uncertainty Modeling in Multiple Dimensions for Value Analysis


Robert Stewart, CVS-Life, FSAVE, PMP

Rob Stewart is the President of Value Management Strategies and is a Certified Value Specialist and Project Management Professional who has been practicing Value Methodology for over 20 years. During this time, he has led over 300 value studies for clients in both the private and public sectors on a wide range of products, services, and facilities from forklifts to multi-billion dollar transportation projects. He has taught courses and lectured on Value Methodology at Portland State University, the University of California, Berkeley, and Chung-Ang University, Seoul Korea. Mr. Stewart was responsible for developing Value Metrics, a value measurement system that compliments traditional Value Methodology. This system of techniques is now used by a number of public agencies as a means to evaluate the relationship of project cost and performance to value improvement.

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Gregory Brink CVS, PMI-RMP, PMP, CCE/A

Gregory Brink is the Principal Economist and Director of Risk Management for Value Management Strategies and is a Certified Value Specialist, Risk Management Professional, Project Management Professional, and Certified Cost Estimator/Analyst with 10 years experience. Mr. Brink has pioneered many unique and innovative analyses performing risk analysis, risk management, financial and life-cycle costing analysis, forecasting, value analysis, and economic impact analysis on projects of all scale and scope. Mr. Brink’s specializations through the use of Value Methodology include quantitative/qualitative risk and uncertainty modeling and analysis, risk management, project management, financial analysis, economic analysis, market analysis, and economic forecasting for both private sector and government organizations. Mr. Brink’s experience includes working on infrastructure (particularly transportation) and vertical construction projects of varying scale and scope, ranging from a million dollars to multibillion dollar engagements.

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Unexpected Results of an Arizona VE Study

By Géza Kmetty

An independent VE Team evaluated the preliminary construction plans of an outdated traffic interchange. The Designers developed several alternative solutions to the 15% level. From all the alternative solutions the design team selected one, that was developed to the 30% level, and it was presented to the VE Team for evaluation. During the VE process, the VE Team discovered, that the 30% Plans did not completely satisfied all the required technical and safety related functions.

The VE Team found out, that the Designer selected the less than optimal solution, to saisfy the Department of Transportation’s (DOT’s) budgetary constraints. The Consultant Designer, in response to the DOT’s pressure, agreed to develop the inferior, cheaper solution to the 30% level. The VE Team, using the Design Team’s information, evaluated the previously rejected 15% alternatives’ Performance Requirements, and made modifications to them to provide the required functions at the lowest possible cost. As a result of this analysis, consequently the costs have increased, but the required functions increased also, by satisfying the stated Performance Requirements


The next challenge was the careful and diplomatic presentation of the reuslts to the DOT management. The results of the study was eventually accepted, and additional funds were provided to meet the Performance Requirements of the project. This unusual case proves, that Value Engineering is not just a Cost Reducing methodology, but it is a Value Improvement methodology also.

Géza Kmetty, P.E., C.V.S.

Géza is a registered professional civil engineer and Certified Value Specialist with over thirty years of private consulting experience, principally in the design of highways and flood control projects. He has devoted the last fifteen years to the application, teaching and management of Value Engineering in the USA and also in Hungary. He is past-President and Life Member of the Arizona Section of the American Society of Civil Engineers, and recipient of the Distinguished Service Award from SAVE International.

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Use of Alternative Delivery in the Windsor-Essex Parkway

By Garfield Dales, Presented By Dennis Regan

The Windsor-Essex Parkway is the most significant single highway investment in Ontario’s history. It is being delivered through Ontario’s Alternative Financing and Procurement (AFP) model by Infrastructure Ontario and the Ministry of Transportation. Garfield Dales of the Ministry of Transportation will discuss the history of the project, innovative elements of design and delivery, and lessons learned from the Owner’s perspective.


Garfield Dales, P.Eng.

Manager, Project Delivery Office

Windsor Border Initiatives Implementation Group

Ontario Ministry of Transportation

Garfield has over twenty years of public sector experience with the Ontario Ministry of Transportation (MTO) in the implementation of improvements to transportation infrastructure in the Greater Toronto Area and in the Windsor–Detroit Gateway. He has held various roles throughout his career associated with the planning, design, construction and operations of provincial and municipal transportation infrastructure.

Mr. Dales has experience in leading dozens of complex projects to improve Ontario’s freeway system and is currently responsible for the management and delivery of the Windsor Essex Parkway and $300 million of other border related infrastructure improvements in the Windsor Gateway. He is the 2011 Recipient of the Transportation Association of Canada’s Award of Achievement for his contribution to the Windsor-Detroit Gateway.

Mr. Dales is a licensed Professional Engineer in the Province of Ontario and holds a Civil Engineering Degree from Carleton University.

Dennis Regan

Dennis is a Senior Project Manager with the Windsor Border Initiatives Implementation Group and for the past 3 years has led the delivery of The Windsor-Essex Parkway with Infrastructure Ontario.

Dennis is currently managing the implementation of the design and construction aspects of the Parkway with the Windsor Essex Mobility Group and the Parkway Infrastructure Constructors, the concessionaire and construction joint venture building the Parkway.

Prior to joining Windsor BIIG, Dennis managed the widening and reconstruction of the Highway 401 corridor through Essex County and was also West Region’s Value Engineering Coordinator for several years. Prior to this, Dennis worked in Contracts, Geotechnical and Maintenance sections.

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Value Analysis in Action Interactive Training Course

By Ted Lane

Value Analysis in Action Interactive Training Course

Ted Lane P.Eng., AVS

Ted Lane is a Professional Engineer, licensed in Ontario. Ted is a Value Analysis consultant and the current Past-President of the Canadian Society of Value Analysis. Ted retired from the Ontario Ministry of Transportation in 2010, following a 35 year career focussed on the planning, design, construction and management of highways and bridges. In 1996, Ted led the establishment of the MTO's Value Engineering program, now an internationally recognized program with implemented savings approaching $1 Billion. In 2004, Ted received SAVE-International's Award of Merit in recognition of his contributions to Value Engineering in Government. While at the MTO, Ted participated in the development of the ministry's Value Analysis in Action training program that will he will be co-presenting at the conference.

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Value Engineering in Conestoga’s APFM Program

By Julia Biedermann

Conestoga’s Bachelor of Applied Technology program in Architecture – Project and Facility Management (APFM) produces graduates who are educated and trained specifically to supervise and manage projects and facilities for the built environment. Students graduate with a strong foundation in architecture, construction, basic engineering and business, and comprehensive insight into project and facility management. In the third and fourth year of the program, students specialise their studies through the completion of five technical electives in one of two areas: Facility Management or Project Management. Project Management technical electives include Development Economics, Construction Planning & Scheduling, Construction Risk Management, Construction Quality Management and Value Engineering & Life Cycle Costing.


Value Engineering & Life Cycle Costing is included in the technical electives because our students do design and cost estimates of a project from inception to operation of the facility. It is paramount that the students have good knowledge of value engineering and life cycle costing in order to be able to design efficient buildings by considering the functions of structural systems, building systems and materials, both individually and in relation to each other, for the purpose of achieving the lowest life cycle cost during the life of the facility. This course was offered for the first time in winter 2011. A part-time teacher, with the Associate Value Specialist credential and applicable industrial experience was hired to develop and deliver the curriculum. The APFM program employs project-based learning in most of the curriculum delivery and the same was required for the Value Engineering course. The Region of Waterloo supported this course by providing a real project to perform value engineering.

The Voice Radio building and tower form the 8th site for Regional Radio communications. User groups are Regional Police, City Fire Departments, County Fire Departments, Regional EMS and others. The goal and objective of the VE study was to determine “How can the building be run off green energy”. That is, what system is feasible to install to provide full power to the building?

This presentation will provide background on the Conestoga’s Bachelor of Applied Technology program in Architecture – Project and Facility Management (APFM) and the results of the first Value Engineering course offered from both the College and the Region’s perspective.


Julia Biedermann, Ph.D., P.Eng.

Chair, School of Engineering

Julia Biedermann Ph.D., P.Eng. is a civil engineer and for the past 6 years has been the Chair in the School of Engineering and IT of Conestoga College responsible for diploma and degree programs in civil, architectural-construction and environmental engineering, architecture - project and facility management and interior design. Julia taught engineering at the degree and diploma level for over 10 years before moving into academic management.

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Value Engineering on the Eglinton - Scarborough Crosstown Project

By Doug Madsen and Rick Thompson

In conjunction with Metrolinx and funded by the Province of Ontario, the Toronto Transit Commission is embarking on the Eglinton-Scarborough Crosstown Project, a 25 km rapid transit expansion through the centre of Toronto. With a budget of over $8B, the line will run underground for 19 km from approximately Black Creek Drive to Kennedy Station, and then on the existing SRT alignment for an additional 6 km of combined at grade/elevated right of way. The Crosstown will include up to 26 stations, with three connections to the subway. Passengers will ride in new Light Rail Vehicles (LRVs), which will operate in 3 car consists. Two maintenance and storage facilities will also be provided to store and maintain the new fleet.

The presentation will touch on the scope of the project and how value engineering will be employed in effort to deliver a safe, reliable product, at the lowest cost.


Rick Thompson, P. Eng.

Rick Thompson is a Chief Project Manager on the Eglinton-Scarborough Crosstown Project. Rick’s team is responsible for the SRT and Maintenance and Storage Facilities, with a budget in excess of $2 billion. Rick has over 20 years of project management experience with the Toronto Transit Commission, having managed the development of new facilities, as well as a subway extension.

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Using Value Analysis to Develop a Method of Prioritizing Highway Expansion Projects

By Mike Pearsall

Highway agencies are faced with making tough decisions as staff levels shrink, governments face deficits and traffic volumes continue to increase. All desirable system expansion projects cannot be designed or constructed, so a system must be in place to prioritize the projects. Traditionally decisions have been made relying heavily on traffic volumes alone or projects were advanced for ad hoc reasons. This presentation shows how Value Analysis was employed through a Functional Performance Specification methodology to develop a multi-faceted but easy to use prioritization system. The value methodology used in this context not only helped develop the prioritization method, but also aided in achieving buy-in for the new method.

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Mike Pearsall, P. Eng., CVS

Mike currently works for the Ontario Ministry of Transportation in their Northeastern Region out of North Bay. Mike graduated from Queen’s University at Kingston with a B.ASc. (hons.) in Civil Engineering in 1992. He started working for the Ministry of Transportation as a student in 1989 and has continued there for the 19 years since his graduation. His career has mainly been involved with the planning, design and construction of highways. Mike has been involved with Value Engineering with the ministry since December 1996 and functioned as the Value Engineering Coordinator for Northeastern Region for 10 years. Mike spends his spare time with his two sons or dreaming about antique cars.

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Using Value Analysis to successfully procure enterprise location and web mapping software for the Ministry of Transportation

By Laura Kingston

What requirements should be included in an RFP to acquire software affecting a broad spectrum of users across an organization? How do you keep most of the users happy most of the time and spend the budget on the most beneficial functionality? How do you educate users on the trade-offs that may need to be made to meet varying needs? Value analysis was used to help answers these questions for two software solutions with different business histories and challenges. This presentation will discuss how value analysis lead towards a successful procurement in both these cases, and describe the strategies used to deal with the differing challenges for both software solutions.

Laura Kingston, Ph.D., O.L.S.

Laura Kingston has worked for the Ministry of Transportation Ontario since 1995. Her home position is the Land Information Coordinator, Geomatics Office. In this position she is responsible for coordinating Geographic Information System services, cartographic services including the production of the Official Road Map of Ontario, MTO remote sensing services and linear referencing. Currently she is working in the Traffic Office as the Senior Specialist, Traffic Business System. These traffic business systems assist in managing and analysing information on collisions and traffic volumes. In the Traffic Office Laura is a consumer of the services provided by the Geomatics Office.

Laura received a Ph. D. in Geomatics from the University of Toronto in 1995. She has taught at the University of Toronto and Niagara College. Laura is also an Ontario Land Surveyor (OLS) and Ontario Land Information Professional (OLIP).

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Using Value Engineering to Prioritize a Portfolio of Projects

By Denis Dagenais

As demand increased significantly in the last year, a metal powder manufacturing company had to quickly optimize the production capacity of the plant. At first, more than 200 ideas were generated from intensive brainstorming sessions. About 35 of them were retained for cost evaluation and preliminary engineering. Since the capital expenditure for those projects ranged from $20K to $2M, it was needed to identify those which had the highest gain to cost ratio although the expected returns could not be quantified with certitude.

By combining Value Engineering and the Paired Comparison Matrix techniques it was possible to identify projects that had a significant impact for the plant as well as meeting budget constraints. The scope of work has been approved, some plant modifications have been implemented and detailed engineering initiated for more complex issues.

Denis Dagenais

Denis Dagenais is a metallurgical engineer with more than 25 years experience in the manufacturing industry: Pack diffusion coating, Iron/Steel powder and Aluminium extrusion. He has joined Hatch (consulting engineering) about 4 years ago and has been involved in the design of Potash, Titanium oxide and Iron/Steel powder plants. Through his career, Denis witnessed the benefits of Risk Analysis and Value Engineering techniques.

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Using Value Management in Business Process Studies

By Lucie Parrot

Function analysis is a methodology used to understand the why and the how of many things, including administrative processes. It helps define what should be done in the process or unit. It can then be used to compare this to what is actually done and set priorities on what needs to be added. This presentation will explain how to use it and will show some recent examples: what was the purpose of the workshop, how did function analysis fit in this purpose, what were some of the results obtained through this methodology.


Lucie Parrot, Eng., CVS-Life

Lucie Parrot, eng. CVS-Life is an industrial engineer with over 20 years of value engineering experience. She is seen as a leader in the VE world and has been instructing VE courses for over 15 years. Her sense of humour always makes it fun to learn with her.

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Use of Applied Probability (Risk) in Decision-Making for the Mining Industry

By Storer Boone

Probabilistic analyses are becoming more commonly used in the mining industry to assist with decision-making. Complex systems with a significant number of variable input and output conditions make traditional approaches to selection of design and management approaches more difficult. Examples of such complex systems optimization include balancing water uses and discharges as related to ore processing and tailings management on mine sites. Additionally, Failure Modes and Effects Analyses (FMEA), a structured, qualitative approach for the analysis of risks, have been undertaken to examine categories of consequences such as health and safety, environmental, financial, and reputation.

Risk of failure analyses have examined issues such as major ground falls, water inflows into mine shafts, uncontrolled discharges from mine tailing sites, and risks associated with development of carbon sequestration facilities. These approaches have been used for resource mining, carbon sequestration, nuclear waste repositories, and other major underground facilities. This presentation summarizes some of the applied probability methods being used to assist with developing priorities for risk management activities with the goal of improving overall safety, production, operation, and financial performance of mines and mining-related facilities.

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Probabilistic Assessment of Landfill Remediation Costs

By E. de Wit, R. Parker, and T. McGrath, Presented by S. Boone

It is now common practice for regulators to require financial provision to be made for sites or facilities which have the potential to cause environmental harm, such as landfills. The financial provision or financial assurance for a landfill is intended to provide a guarantee that any costs of closure or aftercare do not fall on the public purse in the event that the occupiers or operators of a site become insolvent or do not have the financial capacity to address any liabilities. In some jurisdictions, such as Victoria, Australia, the financial provision is also required to cover clean up costs which may arise from an unexpected event or incident (i.e., remedial action costs).

Recent legal proceedings between the Environment Protection Authority of Victoria (EPA Victoria) and a group of solid inert landfill operators focused on a number of key issues associated with the provision of financial assurances. This presentation explores the two primary outcomes of those proceedings, namely, formulation of a quantitative risk assessment procedure to calculate the amount of the remedial action component required for each landfill site and the establishment of an “industry fund” to facilitate provision of these amounts. The quantitative risk assessment was used as a means of providing an indication of the funding required for a mutual fund and as a backup estimate for remedial action costs should the establishment of the mutual fund not be successful.


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Dr. Storer Boone, Ph.D., P.Eng.

Dr. Boone is an Associate with Golder Associates Ltd. He is responsible for directing, managing, and completing technical evaluations for risk analyses and geotechnical engineering projects with a focus on civil infrastructure. His work related to risk analyses has involved probabilistic assessments of technical risks as well as risk-based cost and schedule analyses for large transportation projects. He has completed risk-based cost and schedule analyses for many MTO projects, major urban revitalization works, and others in Pittsburgh and New York, and conducted training in risk-based methods of cost and schedule analysis. Application of probability/statistics to civil engineering problems was the major topic of Dr. Boone’s Ph.D. education and the subject of a number of his papers and presentations. His work related to probabilistic technical risk analysis has been focused on underground construction projects, with an emphasis on damage risks to surface facilities.

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Using Risk in Evaluating Alternatives

By Roch Pilon

Risk assessment can be a valuable tool in the selection of alternatives. How can risk assessments be used in this fashion? How can risk assessments be used in conjunction with value engineering in order to help select alternatives. What are the implications of uising risk assessments prior to or following a VE study? This presentation will bring these questions forward in the context of highway planning for expansion projects.

Roch Pilon, P.Eng., AVS

Roch Pilon is an Area Engineer with the Ministry of Transportation of Ontario. He leads the team responsible for the expansion of the highway network in Northeastern Region. He has acted as Head of the Planning and Environmental Section and is currently the lead in negotiating an agreement with the First Nations for the Highway 69 four-laning expansion project. Roch is the regional Value Engineering Coordinator for Northeastern Region. In his spare time, Roch serves as Chair of the West Nipissing General Hospital and has previously served as a director on the West Nipissing Utilities Board of Directors. He has previously worked in the water treatment industry. Roch has participated in numerous VE studies as well as cost risk assessment workshops.

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Value for Money Through Alternative Delivery

By Len Kozachuk

Since 2005, Infrastructure Ontario (IO) has brought 23 infrastructure projects worth over $50 billion to market under the Alternative Finance and Procurement (AFP) model. This presentation will cover the principles of AFP, the characteristics of a candidate AFP project, risk transfer, and how Infrastructure Ontario seeks to deliver value for its clients.

Leonard Kozachuk, P.Eng.

Vice President, Project Development

Len brings over 25 years of experience in planning, design and construction of public infrastructure projects, including highways, transit, railways and water distribution. Since joining Infrastructure Ontario (IO) in 2008, Len has been assisting ministries, municipalities, universities and other public sector entities in assessing the suitability of Alternative Financing and Procurement (AFP) in the delivery of large-scale infrastructure projects. Len also provides strategic, financial and other advice on assigned business initiatives.

Len joined IO from URS Canada, where he was Vice President, Transportation Design. Len led a team of professional and technical staff devoted to highway, transit and railway projects in the GTHA and throughout the province.

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Value Planning for Transit Improvements on Orange Blossom Trail

By Brian Ruck and Tom Williams

Take a trip to Orlando in November! In this case study, you will step well south of the border to see value engineering methods innovatively applied in a heavily-used bus and traffic corridor. The Orange Blossom Trail project was typical of transit projects, requiring examination of traffic capacity, transit travel times, pedestrian access, cyclists, and the transportation-land use connection. Value Engineering methods were well suited to resolving competing issues and developing innovative solutions to be applied along the Orange Blossom Trail and to other Florida Department of Transportation projects.

Brian Ruck P.Eng., CVS

Brian Ruck is an Associate Vice President with AECOM. He has 28 years of experience including 16 years with the Ontario Ministry of Transportation. He specializes in value engineering as well as project management of transportation projects. He has recently facilitated three value engineering studies in Florida with interesting challenges related to both transit and highways.

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Value Planning Techniques to Engage the Public in Decision Making

By Steve Taylor

Value Planning can be an effective facilitation technique to engage the public, technical agencies and political decision makers in making cost effective choices for public infrastructure. This presentation will describe some techniques and provide examples of where the planning for new public infrastructure has benefited from the Value Engineering methodology.

Steve Taylor, P.Eng., M.Eng., P.E., CVS-Life

Mr. Taylor is a professional engineer in the Provinces of Ontario, Manitoba, Alberta and US states of Florida and Vermont. He is a member of SAVE International and a Board member of the Canadian Society of Value Analysis. He is a CVS-Life and has led numerous Value Engineering and Value Planning studies in Canada, US , Central and South America. Many of these exercises in the Province of Ontario have been undertaken in association with visioning for new municipal or provincial infrastructure. These studies have utilized Value Analysis decision making and problem solving techniques to build consensus from study stakeholders.

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VM Processes in Schools, Alberta Education

By Dr. Avi Habinski

During the past three and a half years the Alberta departments of Education and Infrastructure have undertaken 20 Value Analysis processes in order to gain insight into the nature of the needs and challenges as well as reach a consensus on the scope of the project to be submitted for provincial funding. The work with a broad range of stakeholders enabled the establishment of the priority order for the needs, identification of creative solutions, cost estimates of options, risk analysis and determination of value for the public investment. In addition, the local involvement resulted in a “buy-in” into the scope of the project and avoided cost escalation during the planning design and construction stages.

The presentation will focus on processes and outcomes associated with the implementation of Value Analysis in Alberta Schools. It will also use examples to illustrate the type of projects and circumstances under which such process may be successful.

Dr. Avi Habinski, Ph.D.

Dr. Avi Habinski is a Director of Capital Planning with the Alberta Department of Education with responsibilities for supporting capital projects in the southern half of the province as well as other initiatives that affect schools across the province. This area consists of 32 school jurisdictions, including the Calgary Public School District as well as 8 charter schools. Prior to this assignment Dr. Habinski served as Executive Director, School and District Services with Edmonton Public School District. In this capacity he was responsible for services to the school district in such areas as Capital Planning, Design and Construction, Maintenance, Budget and Finance, Transportation, District Technology and Student Information.

Dr. Habinski was awarded a Ph.D. degree in Educational Administration from the University of Alberta and an MA degree from Simon Fraser University in Burnaby, British Columbia.

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Why We Don't Drive to Dvorák: FAST Composition and Musical Analysis

By Matthew Lane

Why we don't drive to Dvorák explores the benefits of FAST outside its usual applications, specifically in the domain of classical music composition. Principally, it examines how FAST (Function Analysis System Technique) stimulates creativity, and how music benefits from a function-based approach. It presents the notion that the quality of music, often shied away from as a subjective idea, can be much more objectively assessed by applying a function-based model. Using FAST, classical music can overcome some of its struggle to find new relevance, and as an audience, our listening approaches can be similarly modified or refined. The presentation discusses the inherent link between analysis and composition, other function-based precedents in musical analysis, and how FAST diagrams can help reconcile some of the divide between musical analysis and musical composition. It will take a brief look at some other musical genres and how function-analysis could or does benefit them, as well as sharing M. Lane's approach to incorporating FAST into his writing. Duration: 20 minutes plus questions.

Mattew C. Lane

Matthew C. Lane (b. 1985) is a doctoral student in musical composition (mixed instrumental and electronics) at Université de Montréal. Having studied piano since the age of 5, he undertook his Bachelors of Music from Mount Allison University focusing on organ and composition and his Masters of Music at Université de Montréal in composition. His works have been performed by professional musicians throughout eastern Canada, and he has received honours and commissions in New Brunswick, PEI and Quebec for his composing. He writes most often for chamber ensembles and singers, and has written periodically for dance and film. He plays piano, organ, and a small collection of other instruments on occasion.

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James Wildish, MBA, P.Eng.

Manager - Partnership Ventures at Dufferin Construction Company, A division of Holcim (Canada) Inc.

James has been with Dufferin Construction Company since 1996 when he joined the company in the role of Project Engineer. In his time at Dufferin, James has held the roles of Assistant Superintendent, Superintendent, Project Estimator-Coordinator, Project manager and District Manager focusing mainly in the highway and airport construction segments in Ontario. In 2008, James moved into his current role as that leads all of Dufferin's activities in the Alternative Financing and Procurement project space that includes Design-Build and Construction Management Projects.

Partnership-Ventures highlights:

James was the lead for all heavy-civil construction works on the winning consortium for the Ottawa North-South LRT that was cancelled at financial close in 2006; a member of the pursuit management team for the Windsor Essex Parkway Project (2010); the project lead on the successful bid of the MTO's first Construction Management tender - The Grand River Bridge in Cayuga (2011) ; the bid director for the preferred proponent on the recently announced Airport Rail Link Spur Project (2011); and a member of the consortium management team for the recently submitted Hwy 407 East Extension Project.

James is a graduate from McMaster University (1993), from the Civil Engineering Program.

Rob Peraita, P. Eng.

Rob Peraita, P. Eng, Vice President, Business Development Construction with Miller Paving Limited. Having graduated from the University of Toronto’s Civil Engineering program in 1993, Rob started his 17 year career at the Millergroup of companies. Rob has assumed roles such as Estimator, Project Engineer, District Manager, Project Manager in the Civil and Road Construction sector for the GTA area. Rob’s P3 experience began in 1998 by participating in the estimating and subsequent award of the Fredericton to Moncton Highway Project as a member of the Maritime Road Development Corporation.

As one of Canada’s first P3 projects to construct a new 175km long 4 lane highway, Rob managed the first 50 kms of greenfield construction, and then went on to manage production of aggregates, asphalt paving , guide rail, and line painting for the final two years of the project. As Vice President of Miller’s GTA Construction group for 5 seasons, Rob was actively involved in procuring and executing some of MTO’s largest infrastructure projects between 2002-2007. Since then, Rob’s focus has been in the Design Build and P3 Market and has been involved with the pursuit phase of numerous Design Build and P3 projects including, TTC- Sheppard MSF, OPP Stations, Go Transit Hagerman Diamond, MTO Service Centres, Route 1 New Brunswick, and of recent, Highway 407 East Extension as part of 407 GreenLink Partners, where he is the Project Manager for the pursuit phase.

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Craig L. Squires, CVS

President, SAVE International

Craig L. Squires, CVS, is Managing Partner of nwis.net, a firm specializing in Value Engineering, Value Improving Practices, Information Technology, project support services and custom business software development with an emphasis on applications that support VE and Innovation. In June 2011, he became President of SAVE International after serving as Executive Vice President (2009-2011), VP - Global Affairs (2007-2009), and Houston SAVE Chapter President (2005-2007). He is a “Certified Value Specialist” (CVS) and has worked on projects in a wide range of industries including energy, manufacturing, construction, information technology, practice management, international travel & tourism, retail, banking and more.

In 2009, he was recognized with the “Rising Star Award” by SAVE International. He is a pioneer in the application of VE for the Information Technology industry. He has written papers and regularly presents at international conferences around the world. He has a Bachelor’s degree in International Relations and a minor in Japanese. Along with 20+ years in international business development, he speaks five languages including fluent Japanese and conversational Chinese (Mandarin). He is also a singer/songwriter and a professional recording artist under his alter-ego stage name “Space City Spaceman.”

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