CVS Certification Manual

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SAVE International

Certification andRecertification Manual

Guidelines - Policies - Procedures - Application - Forms

Tenth Edition Effective June 2008 (rev.1, Nov. 18, 2008)This document supersedes all previous documents issued.

"Certified Value Specialist", "CVS", "Associate Value Specialist", "AVS', "Value MethodologyPractitioner", and "VMP" are certification marks of SAVE International and may be used only byindividuals who have successfully completed the requirements of SAVE International'scertification program and who maintain active certification.


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Certification Program Objectives

The Board of Directors of SAVE International hasauthorized a certification program to beadministered by a Certification Board with thefollowing objectives:1) To establish, maintain and administer

professional certification programs topromote and support the practice of the valuemethodology globally.

2) To establish and maintain professionaldevelopment in the value methodology byimproving professional skills and competencein accordance with established standards.

3) Enforce standards for ethical behavior asestablished by the SAVE Board of Directorsfor individuals certified under this program.

4) Support the SAVE Board of Directors toclarify methods, and procedures in theapplication of the value methodology; tocreate better understanding of the valueprofession; to develop universal acceptance

and increase application of value practices.5) Support the SAVE Board of Directors toencourage the development and applicationof the value methodology; and encourage thesuccessful application of projects inmanufacturing, construction, service,government and others.

6) To encourage teaching the ValueMethodology in accredited universities and topromote research & development of new VMmethods by students and academic advisors.

All questions regarding Certification should bedirected to the Certification Board ExecutiveDirector.

Overview

Based on the requirements set forth in thismanual, individuals should decide which level of certification is applicable. SAVE InternationalsCertification Program offers three levels of certification:

The first level is : Associate Value Specialist

(AVS ) AVS is a recognition designed for individuals whoare new to the Value Methodology. An AVS isencouraged to progress to VMP or CVScertification.

The second level is : Value Methodology Practitioner (VMP)

VMP recognizes individuals with basic VMtraining and some experience in the applicationof the methodology. Value MethodologyPractitioners participate in or lead VM studies.

The third level is: Certified Value Specialist (CVS)

CVS is the highest level of certification attainable

through SAVE International. Designation isreserved for VM practitioners, VM ProgramManagers, and VM Academia, who havedemonstrated expert level experience andknowledge in the practice of the ValueMethodology.

The Certification Board offers three tracks for CVS Certification. One track is for the ValueSpecialist practitioner, who either teaches VM,leads or facilitates VM studies, and, or whoparticipates in VM studies. The second track isfor Value Program Managers who are

responsible to their employer for themanagement or direction of a company or governmental in-house VM program. The ValueProgram Manager is not only responsible for thesuccess of a study, but is also responsible for theoverall success of a VM Program. The third is for full time Academics who teach at an accrediteduniversity.

NOTE: All application and appropriatedocumentation once submitted become the

property of the Certification Board. It has beenand will continue to be the policy of theCertification Board to not return any applicationmaterials.


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Certification & Recertification Requirements

General: Certification Point (CP) is the systemfor quantifying the Experience and Educationalrequirements for each level of certification. Notethat Category 1 - Practice CPs may not beaccumulated earlier than one year prior tocompleting the MOD I. Generally, ten contacthours equals one CP. They may also relate toProgram Manager experience with 1 year (FTE)equal to 8 CPs.

AVS

1. Select an advisor who is a CVS.2. Complete an approved Module I Workshop.3. Submit application.4. Pass the AVS Examination.5. AVS Examination may be taken only after

Certification Board approval of the applicationor when taken in conjunction with a Module IWorkshop.

VMP

1. Select an advisor who is a CVS.2. Complete an approved Module I Workshop3. Accumulate 44 CPs

Category 1 Practice VM: 24 CPs whichconsist of 240 VM study contact hours and aminimum of 6 studies.

Category 2 Learn VM: 15 CPs

Category 3: Share VM: 5 CPs

4. Submit application and supportingdocumentation

5. Submit Certification/Recertification SummaryWorksheet

6. Pass the VMP Examination after CertificationBoard approval of application.

VMP Recertification Point Requirements

VMP certification must be recertified every four years. All CPs must be earned during the four-year recertification period. (Early recertification is not anoption.) A total of 37 CPs are required. These CPsneed to be recorded on the Certification/Recertification Summary Worksheet (see page 24)and submitted with the application.

Category 1 Practice VM: 24 CPs which consistof 240 VM study contact hours and a minimum of 6 studies.

Category 2: Learn VM: 8 CPs

Category 3: Share VM: 5 CPs

Comments

Points accumulated before the four-year expiration can be applied towards a CVSapplication.

CVS

1. Select an advisor who is a CVS.2. Complete an approved Module I Workshop3. Complete an approved Module II Seminar.

(The MOD II may not be taken sooner thansix months after the MOD I Workshop unlessthe applicant completes 2 Workshops during the time between the MOD I and MOD II. )

4. Accumulate 88 Certification Points (CPs) for Value Specialist Track ; 72 CPs for ValueProgram Manager Track; and 77 CPs for the

Academic Track. (Note: the MOD I & II are requirements and do not count under learned)

5. Submit an original paper on a VM relatedsubject

6. Submit application7. Submit Certification/Recertification Summary

Worksheet8. Pass the CVS Examination after Certification

Board approval of application and paper; Academics must also maintain and present tothe Certification Board a Professional Diary.

CVS Certification Point (CP) Requirements:

CVS Cert Category 1 Practice VM:For Value Specialist Track 48 CPs, whichconsists of 480 VM study team contact hours,and a minimum of 12 studies. Contact hours maybe as a team member, leader, co-facilitator or facilitator.

For Value Program Manager Track 32 CPs, which consists of 80 VM study team contacthours (8 CPs), with a minimum of 2 Studies, andthree years as Program Manager . An exceptionis allowed for one who changes roles during thequalifying four year period from a Specialist to aProgram Manager which allows for a proration of experience provided one has a minimum of 8Program Manager CPs during the last two years,and a total of 32 CPs.


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PVM to CVS Requirements

The following describes the requirements of aqualified PVM submitting an application to becomerecognized as a Certified Value Specialist (CVS):

A valid PVM Certificate

Duration The duration of CVS certification shall be

four years from the date of approval. Oncecertification is achieved, the candidate shall apply for recertification through the SAVE InternationalCertification Board and follow the then Boards rulesfor recertification.

A Completed, and CVS Board approved, Professional Experience Log

Endorsement: A member of the EGB (EuropeanGoverning Board) or, by delegation, the chairpersonof the NCO (National Certification Organization) of the country of the applicant shall submit an

endorsement of the applicant. To overcome thequestion of validating the applications information, wemust trust in the professional discretion of thecandidate and the endorser for that candidate.However, this does not preclude the right of theSAVE CB to spot audit any information presented inthe application, by the applicant.

CVS Advisor This is optional, but advised. The CVSadvisor will review the full application for completeness and represent the candidate to theCVS Board regarding any questions that may ariseduring processing.

Experience Log All assignments logged must bethose that followed basic Job Plan Steps that include,but not limited to; Information (Including Function

Analysis), Speculation (Creative Phase), Planning(Analysis), Execution (Proposal development, beyondbrainstorming ideas) and Presentation. The outcomeof the Value Engineering (VE) events has no weightas a substitute for using accepted VE principles andpractices.

Date: This is the beginning date of each VEassignment. Earliest assignment date shall be four years (or closer) to the date of the application.

Client Company: This is the name of the client for whom the applicant was performing the VEassignment.

VE Project Description:State the nature, title, or a short description of the VEassignment.

Total Event Hours: State the total elapsed time of theVE assignment.

Total Contact Hours: State the number of hours thatthe full VE task team was engaged in performing theVE assignment. This excludes any planningactivities, or pre-event meeting that do not include thefull VE Task Team.

Total number of hours required: 48 CPs 480 Hours Minimum 12 studies.

Total Facilitator Hours: State the total number of hours that the applicant served as lead or co-facilitator for that project.Total number of hours required: 48 CPs 480 Hours.

Notes: Add any notes that would assist the CVSevaluators in understanding compliance withapplication requirements.

FAST Models: A minimum of two FASTDiagrams created for the above assignments inwhich the applicant was the lead, or co-facilitator. The FAST diagrams can reflect theClassic, Technical, or Customer FASTtechniques.

Note: Function Tree may be accepted as avariation of the Customer FAST if it clearly showsa function hierarchy and is consistent wit theSAVE International Standard..

Biography, or Resume Include a short (1 to 1 pages) description of the applicants professionalhistory. This should include academicaccreditation, other certifications, publications,honors and awards.

Additional Requirements Statement by applicantthat they have read the SAVE International ValueStandard and understand the differencesbetween that standard and the EuropeanStandard.

Application Fee. The fee shall be as prescribed inthe current fee structure for CVS applicant.


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Certification Requirements Summary

NOTES:

1. AVS applications when facilitated as part of a Module I Workshop receive a $60.00 discountfrom the above application fees. Also, the AVS fee for a college student enrolled in a SAVEapproved VM course, (which is credited as a MOD I) is $20.00.

2. Non-member AVS Applications include a 1 yr. membership in SAVE International, Inc.

3. For VMP/CVS, annual maintenance fees are required until next recertification (after June2008).

4. For individuals whose VMP or CVS has expired:

Within the first year (grace period) following the certification expiration date, an individual mayapply for recertification by submitting proof of compliance with the then current recertificationrequirements, including having all fees being current, without penalty or special approval;

In the year after the one (1) year grace period; an individual that meets current requirements,may appeal to the Certification Board for reinstatement.

After two years, the certification is considered expired may not be renewed. Any time thereafter,if a person desires, they may make an application for certification as an AVS, and it will begranted with no documentation nor testing;

Or after two years, a person may apply for either the VMP or the CVS and be approved to takethe VMP or CVS exam (Parts III, IV, V, VI, VII) provided they have attained the then currentrequired number of CPs in each area of experience (performed, learned, and taught). Theapplicants previous MOD I, MOD II will count towards certification requirements, however, onlythe applicants previous work experience which had not been previously counted towardsprevious certifications, will be eligible.

AVS VMP CVS$60.00 SAVE/ I/A member

application fee, (1)

$300.00 non-member, (2) $160 I/A non-member

application fee

$240.00 SAVE/ I/A member application fee or $500.00

non-member application fee

$240.00 SAVE/ I/A member application fee

$500.00 non-member application fee

Module I Required Module I Required Module I RequiredNot Required Not Required Module II RequiredNot Required 44 CPs accumulated 88 CPs for Value Specialist

72 CPs for Program Manager 77 CPs for Academics

Not Required Not Required Original Paper AVS Examination VMP Examination CVS Examination

Annual Maintenance fee of $20 SAVE member or $60

non-member fee

No annual maintenancefees (except for Life non-

members = $75 / yr.

No annual maintenance fees(except for Life non-members =

$75 / yr.)Does not expire 4 year certification 4 year certificationNo recertification Must re-certify every 4 years Must re-certify every 4 years


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SAVE CERTIFICATION MATRIX - Certification / Recterification Manual - 10th Edition June 2008

Category Description Credit AVS CVS (Specialist) PVM to CVSInitial Initial Re-Cert.

(Life Initial Re-Cert.

(Life Initial Re-Cert.

(Life Initial only Initial Re-Cert.

(

I. Practice VM Total CPs Required 0 24 24 32 32 48 48 36 32 32Ia. Perform VM 0 24 24 8 0 48 48 36 8 8

Team Member Study Contact Hours 0 240 240 80 0 480 480 360 80 80Team Member No. of Studies / Events 0 6 6 2 0 12 12 9 2 2Team Leader/Facilitator (5) % of Studies and Hours 50% 50%

Ib. Manage VM Manage User's VM Program 8 CPs / YR(1)

24 32Ic. Educate VM

Academic Teaching of VMsemester course 4 CPs / Semester Course

(a) 16 16

Lead Facilitator (d) Research Study Hours (80 min.) 8 8

II. Learn VM Total CPs Required 0 15 8 30 8 30 8 PVM 30 8SAVE Meetings, VM or VMRelated Courses or Seminars (3)

Contact Hrs (10=1CP)

College or Graduate Degree (4) 20 CPs (1 maximum)Professional License or Assoc.Degree

5 CPs (2 maximum) (4)

III. Share VM Total CPs Required 0 5 5 10 10 10 10 PVM 15 15VM Teaching 2 x Contact Hrs. (5 Hrs = 1 CP)VM Publications 3 CP / Refereed Publication 3 3VM Publicity 1 CP / ArticleVM Presentations 1 CP / PresentationVM Presentations (Academics) 1 CP Present Paper at SAVE (c) 1 1VM Society Membership 1 CP / YR (1)

VM Society Officer, committee 4 CP / YRChapter Pres., MVF, Cert. Bd. 8 CP / YRVM Society Board Member 10 CP / YR

Certification Advisor 2 CP / VMP or CVSVM Team li st ed Tra in ee 1 CP / 40 Hr. Wor ksho p

Prerequisites Basic VM Training Appvd. Module I Workshop X X X X Active PVM X (e)

Advanced VM Training Appvd. Module II Seminar X X X X Active PVM X (e)

Scholarly Paper Original, Sole Author X X Active PVM XExam Parts I-VII, Based on Level X X X X Active PVM X

Professional Interview (d) Maintain Professional Diary (8) X XLife status Upon Third Approved Recertification X X X See CVS

0 44 37 72 50 88 66 PVM + 36 77 55

CVS (Academic)CVS (Program Manager)VMP (Practioner)

TOTAL Certification Points Required


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Note: The matrix shown above is an embedded spreadsheet to enable you to automatically total your points. If you have Microsoft Excel loaded on your computer, double click anywhere in thespreadsheet and Excel will launch.

Certification Points (CPs) indicated are minimums required in a category or item description.(1) Year means full time equivalent (FTE).(2) Recertification period is four years. There will be no early recertifications since intent is to show continued professional development over time.(3) Continuing education consists of VM related chapter meetings, conferences, seminars, and courses; e.g., college courses that are VM related

earn 1CP = 1 credit-hour (4) College degrees are for initial certification only. For recertification, licenses are for initial award during recertification period (not renewal)

(5) For CVS recertification as a specialist, 50% of the studies or hours must be in the role of facilitator or leader (including co-facilitating / co-leading with another CVS).

(6) CVS VM Program Manager may prorate CPs in I-Practice VM. On initial certification, minimum 8 CPs in 2 years & 8 CPs & 2 studies but must total 32 CPs.For Recertification, minimum of 16 CPs in 4 years are required. The remaining 16 CPs may be earned by Perform VM (4 studies & 160 hours).

CVS - Full-time Academics:(a) Semester course taught using at least one live project in the classroom will be treated as the equivalent of a 40 hour project study.(b) Maintain "Professional Diary" provided by SAVE Certification Board to record key stages of progress. The selected CVS advisor to act as their guide/mentor through

Professional Diary would allow SAVE to track performance and manage difficulties.

(c) Presentation of an academic paper at a SAVE Conference or a SAVE Chapter meeting that deals with an aspect of the Value Methodology. Record in Diary.

(d) Professional interview at a SAVE conference w+A72here the Professional Diary is explained to a Certification Board panel.

(e) Perform action-research project or other approach to research that requires working with teams to achieve value. Minimum of 80 hours is required..(f) Pass Mod I and Mod II both of which to be assessed by a piece of coursework that critiques the methodology and compares it to the literature.(Mere attendance is in


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Description of QualifyingCategories

I. Practice VM

IA. Perform VM

Team Member or Individual Study

VM studies in which you have participated asa member of a VM study team or as anindividual.

Team Leader, Co-Facilitator or Facilitator

VM studies in which you haveparticipated as a team leader or teamfacilitator . Typically, the facilitator is not a

member of the team but guides the teamthrough the job plan. The leader is a teammember with added responsibilities for conducting the study. These roles can beperformed by the same person or twodifferent people.

NOTE: A VM study consists of the following:a. Work on an identified value improving,

structured, facilitated project b. Follow the VM job planc. Perform function analysisd. In general, pre and post study contact

hours must involve the entire team and befacilitated to count. Formal meetings to

prepare for the workshop and formal meetings (not time to implement) after theworkshop are eligible

e. While essential to success, informationgathering and proposal implementationactivities do not count as study contact hours.

Credit: 1 Certification Point (CP) is earnedfor every 10 contact hours in a VM study.

Submit: For each VM study, evidence thatclearly demonstrates the use of the valuemethodology:1. Value study specifics including project

title, brief description, dates, time spenton the study, study participants (showingyour role). Clearly identify all formal teamstudy time. This information should besubmitted on one page.

2. Document the use of function analysis;(e.g. function listing, function cost/worthworksheet, function hierarchy model or FAST diagram.)

3. Illustrate the use of a recognized VM JobPlan. If the same Job Plan is used for allthe studies, submit it only once

4. DO NOT submit excess documentation.Two to four pages per study is all that isrequired providing the correctdocumentation is included. Do not includestudy proposals, results and other detail.See sample submission packet located inthe back of this manual. (page 18)

Note: If you feel the project information must remain confidential, the information

presented may be described in generic terms.

IB. Manage VM

A VM Program Manager directs or managesa VM program for an end-user of the VMprocess. While usually an employee of theusers organization, one may be contractedto manage and be responsible for anorganizations VM program. A VM programmanager may not actually participate in aVM study as a member or leader/facilitator,but is responsible for the direction of theentire program.

Credit: 8 CPs per full-time equivalent (FTE)year as a Program Manager.

For Recertification as a VM ProgramManager, four years FTE (32 CPs) arerequired. If during the Recertification period,your role changes to or from a VM ProgramManager, CP requirements shall be pro-rated between a specialist and a manager (2years minimum as a PM).

Submit:

1. A letter, signed by your supervisor or principle of the firm, attesting to your jobresponsibilities

2. Value Program Managers shall includea description of the VM programprocedures, organizational chart,directives implementing theprogram, and a summary of programactivities.


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IC. Educate VM

For full-time academics who educatestudents by the teaching of semester courses on VM.

Credit: 4 CPs per semester course taughton VM using the curriculum of the Miles

Value Foundation or an approved module Icourse. A minimum teaching of four semester courses is required. 160 VM studyteam contact hours (8 CPs) and a minimumof four studies. Two of these studies wouldbe done in a non-academic settingapplication to live projects in construction,manufacturing or business.. The other twostudies could be part of teaching semester VM courses in a university setting.

Submit:1. A letter, signed by the Dean of the school,

attesting to your teaching responsibilities2. Academics shall includea description of the VM semester curriculum, list of students taught,description of project used in the course,and a summary of teaching objectives.

II. Learn VM

Credit is earned for participating in all formalVM learning activities.

Credit: 1 CP for every 10 contact hours

1. Attending professional society chapter meetings like SAVE, IIE, PMI, AACE2. Attending SAVE International or VM

related conferences3. VM courses: Examples include (but not

limited to) courses on creativity, teambuilding, facilitations skills, cost andcosting methods, project managementtraining, function analysis, presentationskills. Points are not allowed for a MODII towards a CVS, but will be allowed for a VMP application. No points areallowed for Module I

4. VM related college courses earn 1 CPper credit hour.

Submit: 1. Dates and locations of meetings,

conferences attended and courses2. Evidence of attendance (e.g. certificate

of completion, including the sponsoringorganization and general subject, letter from chapter officer or conference

official). Evidence shall include adescription of VM applicability.

College DegreesFor initial certification ONLY, credit isallowed for one of the following: a two-year

Associate degree, a four-year degree (B.A.,B.S.); or an advanced degree (masters or

doctorate).Credit: 1. Four year degree or an advanced

degree: 20 CPs 2. Two year degree: 5 CPs

Submit: Copy of diploma.

Professional License or Certification

VM related professional licenses andcertificates acceptable for credit include butare not limited to:

Professional Engineer (PE), Certified Public Accountant (CPA), Registered Professional Architect (RA), Certified PurchasingManager (CPM) Certified ManufacturingEngineer (CMfgE), Certified Cost Engineer (CCE), and Certified Quality Engineer (CQE).

Credit: Professional license or certification: 5 CPs Credit is only allowed for the initialcertification application. Credit will beallowed for active, valid licenses.

Submit: 1. Copy of valid license or certificate2. Evidence shall include a description of

VM applicability.

III. Share VM

Teach VM

Credit is allowed for teaching courses inValue Methodology and Value Management,including approved Module I and Module IIcourses. Credit is allowed for teaching VMas sub-topic of another subject. Credit for teaching incidental to a Value Study is notallowed. For Academics, credit is given for teaching outside normal job responsibilities.

Credit: 1 CP for every 5 contact hours


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Submit: 1. Letter from sponsoring institution

verifying teaching2. Course description with agenda, content,

and time spent teaching.

VM Publications and Publicity

Original papers, essays, books, or bookchapters, theses, other media (films, videos,web pages, etc.) which are published, relating to the Value Methodology arecredited towards certification.

Credit: 1. Three CPs for materials published in

peer reviewed journals or publications(e.g. Value World, SAVE Proceedings,etc.) This is required for recertification for

Academics.

2. One CP for non-reviewed publications(newspapers, company or organizationnewsletters such as Interactions or chapter newsletters, or publications withlimited circulation)

3. Points will be prorated among authors.Submit: 1. Copy of materials2. Evidence of publication.

VM Presentations

Credit is allowed for speeches or presentations about VM given outsidenormal job duties. Examples includepresentations at chapter meetings,conferences and other public forums.

Credit: 1 CP per presentation.

Submit: 1. Description of topic discussed2. Length of presentation (30 minute

minimum requirement)3. Size and interest of audience

4. Signed letter from sponsor indicatingdate, location, sponsoring organization.

VM Society Service

Participation in a recognized VM Society isconsidered beneficial toward continuousprofessional development.

Credit:

1. Value Society membership: 1 CP per year

2. Chapter Officer: 4 CPs per year 3. Chapter President, Miles Value

Foundation Board Member: 8 CPs per year

4. Certification Board Member: 8 CPs per year

5. Society Board Member (elected): 10 CPs per year 6. Society committee member: 4 CPs per

year 7. Certification Advisor for VMP/CVS: 2

CPs per applicant successfully certified.

Submit: A signed statement from an officer or Chair, or Notification of Appointment.

Providing opportunity for a VM trainee onyour team

Credit: 1 CP will be awarded for including alisted VM trainee on a 40 hour VE/VMStudy.

Select Advisor

All applicants, regardless of the certificationlevel (AVS, VMP, or CVS), are required toselect an advisor.

An advisor is any current CVS.The advisor will:1. Help the applicant determine which level

of certification is appropriate2. Actively guide and mentor applicantthrough the certification process

3. Review the application for compliancewith the current requirements

4. Review the application submission toensure that all required items areincluded and properly documented in anorganized fashion

5. Assist CVS applicants with the selectionof a topic for their thesis paper

6. Review the CVS applicants paper for subject content and format, and insurethat the paper represents a new body of knowledge

7. Review and sign the application8. Confirm that the applicant is ready to

take the required exams.

Source of Advisors A listing of current CVSs is located on theSAVE International web site. TheCertification Board Executive Director and


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Administrator are also available to assist inidentifying an advisor.

Certified Workshops & Seminars

The first required course for all levels of certification is an approved Module IWorkshop . This course consists of a

minimum of 20 hours of instruction and 20hours of live project application. Subjectmatter includes: History, definitions and job plans Function, FAST, function-cost Creativity People-oriented topics Cost Evaluation and implementation.

The second required course for CVS is theModule II (Advanced Seminar) consisting of a minimum of 24 hours. The Module IISeminar may not be taken in less than 6months after completing the Module Iworkshop unless the individual demonstratesparticipation in at least two VM Studies prior to taking the MOD II. This allows time toaccumulate the necessary VM experience.Module II attendees should be using their Module I knowledge in practice. Thispractice and experience is essential to asuccessful Module II.

Subject matter covers: Project and team structure Job Plans Function Analysis Creativity (advanced) Financial Evaluation Interpersonal Skills Value Management.

Submit : Copy of certificate(s) issued by theModule I or Module II instructor. Be surethat the course you are taking is a SAVEapproved course. You must receive acertificate with an identifying course number and the CVS instructor.

Examination

The purpose of the examination is to test theapplicants knowledge of the ValueMethodology. The examination is brokeninto seven categories: fundamentals,function analysis, FAST Diagramming, teambuilding, certification requirements, financial,

and an essay. Each level of certificationrequires additional parts to be completed for the examination (refer to the ExaminationReference Chart).

After an individuals application is approved,the Certification Board will notify thecandidate of eligibility to take the

examination. An Examination Study Guide will be included with the Approval NotificationLetter.

Examinations are offered annually precedingthe SAVE International conference providedthat the candidate has received approval of their application and paper prior to theconference. Candidates, wanting to take theexamination, must contact the CertificationBoard Executive Director.

Examinations may also be taken throughoutthe year, in the presence of a proctor .

A proctor may be an active CVS (not onesadvisor), a full-time faculty member of arecognized college or university, or anindividual designated by the CertificationBoard.

If you choose to take the examination in thepresence of a proctor, you must submit thefollowing information to the CertificationBoard Executive Director for approval:1. Name of proctor and their position2. Address where the examination should

be mailed and proposed date of theexamination.

The proctor must affirm to the executivedirector indicating their willingness toadminister the examination and their position.

Upon approval, the examination will bemailed to the proctor with specificinstructions for administering theexamination.

If the examination is not taken within 30 daysof the scheduled date, the unopened

examination packet must be returned to theCertification Board Executive Director.

AVS exams may be proctored as an elementof a Module I Workshop. The Module Ifacilitator may advertise and proctor the AVSexam at the conclusion of an offeredworkshop. A list of names of the AVSapplicants who will take the exam isrequired. The applications and associated


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fees shall be submitted simultaneously withthe completed exam.

A score of 70% or above in each part mustbe achieved to pass the examination. If theapplicant fails, they must contact theCertification Board Executive Director or

Administrator in writing, requesting to retake

the examination; the scheduled date must beindicated. Re-examinations can be taken atthe candidates discretion, not to exceed 1

yr. from the previous examination. However,the policy is that no more than two re-examinations will be allowed. A CVScandidate who is currently certified as an

AVS or VMP is required to take only thosesections of the examination not previouslycompleted.

Applicants are only required to retake thefailed parts.

Examination Reference Chart

Examination Parts AVS VMP CVS

Part I Fundamentals50 Questions True or False

100 points30 minutes



Part II Function Analysis40 Multiple Choice Questions




Part III Work ProblemIdentify, classify functions and draw a FASTDiagram

NotApplicable



Part IV Team Building20 Questions True or False

NotApplicable



Part V Certification25 Questions True or False

NotApplicable

NotApplicable


Part VI FinancialIdentify VM opportunities, first costs, annualcosts and break-even point.

NotApplicable

NotApplicable


Part VII EssayChoose a topic and prepare an essay

demonstrating VM principles.

NotApplicable

NotApplicable


Total Examination Time 1 hours 3 hours 4 hours


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CVS Paper

The purpose of the paper is to enable theCertification Board to judge the applicantsknowledge of the Value Methodology and their

ability to communicate it effectively andprofessionally. The paper is also intended tofurther VM knowledge by making it available topublish in Value World and/or present at theannual conference. The papers topic shouldfocus on a new or original theme rather than areport or a case study. The applicant shouldbe the sole author of the paper.

Submission:

The final document, including the abstract,must be submitted with your application.

Requirements: A minimum of 2,500 words, maximum of

5,000 Must include a title page (title of paper,

authors name, authors signature, and dateof authorship)

Presented in English Use simple 10 point font (i.e.: Times New

Roman or Arial) Written specifically for the purpose of

certification submission and cannot bepreviously presented or published; an

exception to use a previously publishedpaper may be granted. Prior approval fromthe CVS Director is required.

Written for audiences of Value Specialistsand/or Value Program Managers

Topic must be approved by your CVSadvisor.

Paper will be evaluated on: VM relevance/content 20% Originality; new material 20% Structure/grammar/punctuation 20% Presentation format 20% Clarity and continuity 20%

Content

It is recommended that the applicant use theResearch Oriented Approach for this paper.This approach reports technical information,facts, or ideas current and important to thefield. The subject matter may discuss a newdiscovery or technique, or illustrate a change in

existing conditions. Ideally, research papersrepresent a synthesis of your attitudes andideas, supported by information gathered fromother sources. The reader must be given allinformation required about the subject.

1. Topic Select a topic of interest, one thatis controversial, educational or new to theVM discipline. However, in writing on thetopic you must convince the evaluators thatyou are knowledgeable of the valuemethodology without regurgitating thesteps of the job plan.

2. Title Select a provocative title; one thatwill interest the reader to open the paper and at least read the abstract andintroduction.

3. Abstract first page of the paper a condensed version of the paper generally two or three paragraphs long and

should not exceed 300 words helps the reader review the content in an

abbreviated form Hints: The purpose of the abstract is to

inform the reader about the content of thepaper, its premises and conclusions.Inform the reader what he/she will learnand the approach taken to reach thatobjective. Some find it easier and helpfulto write the abstract after the paper iscomplete, even if it appears at the front of the paper.

4. Introduction grabs the readers attention notifies the reader of the paper content states the purpose of the project

identifies the hypothesis andbackground information of theory

Hints: The introduction is the openingof the paper. It differs from the abstractby setting the stage, or establishing thefoundation upon which you willstructure your thoughts.

5. Body Discusses essential information

required to understand your methodology, conclusions, and/or recommendations

Provides an analysis of the results andconclusions


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Describes procedures for datacollection, idea development,observations, etc.

Free of commercialism Correlates previous and future

discussion

Addresses subject significance to theindustry Hints: Do not drift to far from the title

when writing your paper. Refer back tothe title and introduction often to makesure you are still on course. If you driftoff the topic you may create theimpression that you are not qualified toaddress the topic and will loseacceptance points.Do not write your paper in the firstperson, i.e. the use of the singular I,such as; I did this or I performed..

When using the third person, such as,The team was led by a facilitator,rather than I as their facilitator led theteam.When writing, select a target audience,or person and communicate with thatperson. Get your thoughts on paper first. Worry about correct grammaticalstructure later. Do not try to correcteach word or sentence as you write, asit will block your creative thoughts.

Outline Your Paper Organize your paper by dividing it into major topics, subtopicsand examples. A major topic signals a newsubject that relates, or supports the themeof your paper. Sub-topics are sectionswithin the major and examples and pointsthat support the sub and major topics.

For example:I. Brainstorming Process Techniques

A. The CarouselB. Freewheeling

1. Using a single facilitator 2. Multiple facilitators3. Employing scribes

Note the indentations with each level of abstraction.

6. Conclusion

Ties claims made in the introduction Reiterates findings, methodology,

conclusions, and/or recommendations Provides closure

Hints: Your concluding section should tieback to your introduction. The conclusionis not a summary, but a close to thearguments and steps you presented in thepaper.

7. Footnotes or Endnotes Indicates references made to publishedmaterials

Identifies all illustrations Two common reference citation styles are

Modern Language Association (MLA) and American Psychological Association (APA);either is acceptable

8. Bibliography Provides explicit acknowledgment of

papers, publications, books, referencedthroughout the paper

Encompasses all materials referenced inthe Footnotes or Endnotes Hint: acknowledging sources used to craft

your paper adds credibility and avoidsethical issues like plagiarism.

Make sure to spell check and review grammaticalcontent.

A useful reference guide is The Brief EnglishHandbook , by Edward Dornan and CharlesDawe. This publication was written as aconcise guide to grammatical accuracy,effective sentences, correct punctuation, wordselection, and sound development of paragraphs, essays, and research papers.

Publication RightsUpon receipt, papers become the property of SAVE International. The Certification Boardreserves the right to publish the paper in anySAVE publication (with author credit) and/or recommend that the author present the paper at the annual SAVE International Conference.

If submitted paper has been previously

published, author needs to secure writtenpermission for SAVE International from theowner of the publishing rights.

Application Information

A certification fee (reference CertificationRequirements Summary Table) is due uponsubmission of certification documentation.


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Fees are applied to the administrativeprocessing of the application and are notrefundable . A yearly maintenance fee will beassessed for all active certified individuals tosustain the Certification Program. SAVEInternational members will be invoiced with

their annual dues with payment made to theCertification Administration Office (CAO). TheCertification Office will invoice non-members.Payment by non-members should be made tothe Certification Office, payable to "SAVECertification Board.

All information pertaining to an application willbe considered proprietary and confidential.

The recommended format for an initialsubmission for VMP or CVS is:

Application completely filled out with proper application fee

Certification Summary Worksheetcompleted for all CPs claimed

Tab 1 Module I and/or Module IICertificate

Tab 2 Perform VM summary anddocumentation

Tab 3 Learn VM summary anddocumentation

Tab 4 Share VM summary anddocumentation

Tab 5 Paper if required.

Applicants receiving requests for additionalinformation who fail to respond within 30 dayswill be notified by the Certification

Administration Office. Failure to respond willresult in the termination of the application andthe forfeiture of the application fee.

Certification is an individual recognition andmay not be transferred or used to imply that anassociation, education institution, agency, or firm is certified. The use of a CVS seal with theindividuals name and certification number isencouraged on VM related reports.

Although membership in SAVE International isnot required for certification, it is encouragedand credited toward certification andrecertification.

Individuals, whose applications are notapproved by the Certification Board, mayrequest an appeal hearing. The appeal panelwill include the SAVE International Executive

Committee, and the Certification Board Chair.The President of SAVE International will chair the panel.

Individuals, who fail to pay their annualmaintenance fee or allow their certification toexpire, will be considered expired, and are notpermitted to use the AVS, VMP or CVSdesignation. An individual with an expiredcertification, who continues to practice usingtheir certification designation, will be remandedto the SAVE International Ethics Committee for appropriate action.


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What level of certification applies tome?

AVS certification recognizes individuals whoare new to the field of VM, and have receivedbasic VM training. It is an entry level from

which advancement to VMP or CVS isexpected.

VMP certification recognizes individuals thathave VM training and some VM studyexperience. It is an intermediate level primarilyfor VM study team members.

CVS certification is the highest level of certification available through SAVEInternational. This status is reserved for individuals who possess basic and advancedVM training and significant VM experience.CVSs are experts in VM and are studymembers, leaders, facilitators, instructors or VM program managers.

How do I find out where Module I Workshops and Module II Seminars areoffered?

Both are offeredsurrounding the

dates of the annualconference. Youmay sign up at thetime of conference registration. Other approved Module I and Module II courses areoffered throughout the year. For a listing of dates, consult: Interactions or the SAVEInternational Home page at www.value-eng.org. You may also refer to theConsultants Directory to find a qualifiedinstructor to perform this activity at your organization.

Are points accumulated for a VMP transferable towards CVS certification?

Yes. You are allowed to transfer all pointsaccumulated for a VMP towards the CVSprogram. However, you must be in goodstanding with the certification program;therefore, you must transfer those points withina four year certified period.

What Happens If I Am Performing VM and Get Promoted to a Managerial Position?

Whether you are making an initial application or going through the Recertification process when

your primary position at an organizationchanges from one of Performing VM toManaging VM, you may combine points anduse your performing credits toward your Managing CVS. You must however, obtain atotal of 32 CPs for the initial and recertificationapplications.

What is an advisor?

An advisor is an individual who is a CVS and isknowledgeable of the current certificationrequirements. Preferably, this should be an

individual in your region or someone that youhave known previously. Your advisor will beyour primary contact to verify that you have

completed all of thenecessary requirements,and will authorize your certification submission.Make sure the advisor youselect is up to date withcurrent certificationrequirements. It isappropriate in most cases,that your Module Iinstructor becomes your advisor, especially for your

AVS.

How long does the approval processtake?

Providing that all documentation for VMP andCVS certification has been presented, theaverage time from submission to approval isapproximately 2 months. This time is requiredto afford the Certification Board time toobjectively review your application. AVSapplications are usually processed in less thanone week. AVS exams take approximatelythree weeks.

FAQs Frequently Asked

Questions about theCertification Program


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How can I speed up the process ?

Make sure that your submission isorganized in the recommended submittalformat

Clearly identify all points claimed in each

category using the Certification SummaryWorksheet Insure that your documentation matches

the claimed CPs Create a tab for each category For each category list the points claimed

followed by appropriate documentation. Include all necessary materials in each tab.

A checklist for each level of certification isincluded in this manual

Finally, supporting documentation of studies completed is the primary culprit of delaying the approval process. An

example of a study submission has beenprovided. The evaluation of function is whatidentifies the Value Methodology.Information submitted must clearlyillustrate the use of function analysis

More than four pages per study is normallyexcessive and will slow down theevaluation process

Excessive documentation may result inyour application being rejected.

How will I find out about problems withmy application?

You will be notified, and your advisor will becopied on any significant concerns. If your application is rejected, you may contact theCertification Board, and request an appealhearing.

How do I prepare for the examination?

After the Certification Board has approved your application, you will be notified that you maytake the examination. An examination studyguide will be included with your Approval

Notification Packet. Review of the VMStandard and the function monographs on theSAVE web site will be extremely helpful. Your advisor should help you prepare for the examand recommend books available at the SAVEBookstore.

Where and when can I take theexamination?

The examination is offered annually at theSAVE International Conference. Individuals

wanting to take the examination at that timemust receive authorization of approval from theCertification Board prior to the conference.

You may also take the examination any timethroughout the year under the directsupervision of a qualified proctor. Additionalinformation regarding proctors can be found inthe section titled: Examination.

How can I tell when my certificationexpires?

Perhaps your certification number is200203007. The first four characters representthe year of initial certification. The next twocharacters are the month and last threeindicate the level of certification. Thereforeyour expiration date is March 31, 2006 andevery four years thereafter. You may apply for Life certification as part of your thirdrecertification.

You should receive a courtesy letter from the

Certification Administration Officeapproximately 90 days before your certificationexpires. In addition, if there is no responseforthcoming, a final warning will be sent. If thereis no response to the final warning within 30days, your certification status will be changedto "expired". If the Certification AdministrationOffice does not have your current mailingaddress and/or you do not receive this letter,you are not excused from the recertification


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process or exempt from the penalties for failureto submit an application. Remember it is your responsibility to keep your certification current.Continuing to use certification designation onceexpired is a breach of ethical conduct and willbe referred to the SAVE International EthicsCommittee.

What should I do to prepare for recertification?

The best way to minimize the anxiety of recertification is to begin to collectdocumentation from the time your certificationor recertification is approved. A set of recertification file folders, one for eachcategory, will afford you a place to accumulatethe documents you will need for recertification.

Annually, review your accumulated documents

and prepare annual recertification worksheets. As the time approaches for recertification, itshould be a simple matter to compile theannual worksheets into the application. Onlysubmit a completed worksheet. TheCertification Board may request that youprovide documentation for any claimed CPs."Be prepared!"

When should I use my CVS seal?

CVS are encouraged to use their seal onformal documents. (A CVS seal can beobtained from the Society Business Office.) Itis hoped the use of the seal will heighten theprofessional image of all value managers.

How may I pay my fees for either certification or for an examination?

SAVE International now has online applicationand payment available. Simply follow thehyperlink: http://www.value-eng.org/education_certificationprg.php . Onthat web page, click on the linkCertification/Recertification Online Application . Please fill out the requestedinformation and the payment information andsubmit the form. The Certification Board

Administrator (Karen Smith) will receive theinformation to begin the certification processand process the credit card payment.

I still have questions, whom should I call?

Contact the Certification Board ExecutiveDirector. Please refer to the SAVE web site for the current contact information.

www.value-eng.org
http://www.value-eng.org/education_certificationprg.phphttp://www.value-eng.org/education_certificationprg.phphttp://www.value-eng.org/education_certificationprg.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certification_app.phphttp://www.value-eng.org/education_certificationprg.phphttp://www.value-eng.org/education_certificationprg.php


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VM Study Submission Sample Packet

VM Study Summary Example

CPs CPsProject Dates Role Activity Hrs. Member Leader/Fa

cGuide Rail 12/18/xx

1/2/xx-1/6/xx1/20/xx

TeamMember

Pre-StudyStudy

Post Study

440

2

4.0

Hospital A/C 2/9/xx2/16/xx-2/19/xx

3/2/xx

TeamLeader

Pre-StudyStudy

Post Study

232

3

3.2

Bridge Abutment

4/7/xx4/12/xx-5/8/xx6/10/xx

TeamMember

Pre-StudyStudy

Post Study

460

4

6.0

ProcurementProcedures

8/15/xx8/28/xx-9/12/xx

Facilitator

Pre-StudyStudy

Post Study

632

0

3.2

Totals 10.0 6.4

Grand Total CPs: 16.4 Use the Supporting Data for VM Study format and attach the following information for each study.The entire study report is not necessary and is absolutely discouraged. Attach only the followinginformation:

1. A roster of participants clearly illustrating the title of the VM project, your role, dates andhours spent on each date.

2. The job plan followed needs to be included. If the same job plan is used for all studies,only submit the job plan once.

3. Submit copies of one or two pages from the study that illustrate the use of functionanalysis.

Reminder: The information submitted must illustrate the use of function analysis. Examples are:FAST diagrams, function/cost worksheets, creativity by function or evaluation techniques byfunction. Do not include specific study results and back-up data.


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Value Methodology Job Plan Example

All projects conducted follow a standard VM Job Plan :

Pre-Study Phase Select projects (through meetings with internal departments and the customer)Select study team (and obtain commitments)Determine study schedule

Arrange FacilitiesGather basic project data

Note: all duties the responsibility of the VE team leader

Information Phase Complete information fileIdentify project objectivesScope of project identified

Function Analysis Phase Define and classify functionsDevelop function relationships (via hierarchy or FAST models)Establish function worthSelect specific functions for study

Creative Phase Create an atmosphere conducive to idea generationGenerate ideas, not answers, for alternative ways to accomplish the selected functions

Evaluation PhaseEliminate the obviousSort and group ideas, retain the no-brainersIdentify best ideasResolve competitive combinations (Decision Matrix)Develop selected combinations

Development Phase Validate conceptsDefine implementation requirementsDevelop Implementation Plan

Implementation Phase Final PresentationsObtain implementation commitments

Follow up (VE Team Leader responsible)Final Report (VE team leader)


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Initial CVS Submission Checklist

Submission Packet Includes:The entire process may be completed on-line or you may do thefollowing:

1. Completed Application: signed and dated by applicant and advisor

2. Certification Matrix & Summary Worksheet: illustrating total CPs claimed

3. Application Fee: _______ $240.00 Member _______ $500.00 Non-member Made payable to: SAVE Certification Program

4. Original & FOUR (4) copies of application and attachments (worksheet anddocuments)

5. Five copies of Module I Certificate

6. Five copies of Module II Certificate

7. Documentation supporting 48 CPs claimed for the Value Specialist or 32 CPsclaimed for the Value Program Manager in Category 1, Practice VM documentation clearly illustrates the use of function analysis, documentation clearly shows the minimum number of required hours and

minimum number of required studies, VM Program Manager documentation showing FTE CPs.

8. Documentation supporting 30 CPs in the Category Learn VM

9. Documentation supporting 10 CPs in the Category Share VM

10. Scholarly Paper: including abstract and title page


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________________________________________ _________________ Advisors Signature Date

Note: Advisor information not applicable for Recertification.


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Certification/Recertification Summary Worksheet(SUBMIT THIS WORKSHEET WITH YOUR APPLCIATION)

Name _________________________________________________________________

For Recertification ONLY (Initial Applicants please skip)

Four-Year Period from previous certification / recertification date: ______________to_______________

I. Perform VM:

A. Perform VM Total CPs Claimed ______

Value studies @ 1 CP per 10 Contact Hours(VM study contact hours for formal, facilitated team meetings following the VM Job Plan. Contacthours do not include pre-study information gathering or post-study implementation activities.)

Value Study Title Your Role Dates of Study

Hours

Claimed CPsTeam

Member

CPs

Leader/Fac 1.2.3.4.5.6.7.

8.9.10.11.12.

B. Manage VM Total CPs Claimed _______ Value Program Manager employment @ 8 CPs/year (per full-time year - prorated)

Mo/Yr Dates

Name of Employer/Business

Position Title % Time Brief Description of VM

Manager Duties

CPsClaimed


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II. Learn VM (Continuing Education) CPs Claimed ______ o VM related Meetings, Seminars, Courses, Conferences 1 CP / 10 contact hourso College degrees awarded for initial Certification ONLY

o Baccalaureate (BS or BA) or Advanced (Master or Doctorate) 20 CPs eacho Associate 2-year degree 10 CPs each.

o Professional license or certification awarded 5 CPs each

Meetings, Conferences, Courses:

SponsoringOrganization

Location Course Title Dates of Attendance(Mo./Day/Year)

ContactHours

CPsClaimed

College Degrees (for initial Certification ONLY) & Professional Licenses & Certifications

Institution Major Degree DateAwarded

CPsClaimed

III Share VM Total CPs Claimed ______

A. Value Teaching: Credit: 1 CP / 5 Contact Hours


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National Officer, National Committee, Chapter Officer - 4 CPs / year Chapter President, MVF or Certification Board member - 8 CPs / year National Board Member - 10 CPs / year

Value Society & LocalChapter

Office Held MembershipDates

(mo/yr.)

CPsClaimed

E. CVS or VMP Advisor (NOTE: for CVS Recertification ONLY)

Credit: 2 CPs per successful CVS or VMP candidate certified.

Name of Candidate Certification Level & Number Date Certified CPsClaimed

List other activities that you believe may be worthy of consideration by the Certification Board for Certification or Re-certification.

_______________________________________________________________________

_______________________________________________________________________

Grand Total CPs Claimed _______

MOD I Certificate Number _________________ Date: ____________

MOD II Certificate Number _________________ Date: ____________

I certify that the information submitted is true, accurate and complete and will provide additionaldocumentation if requested by the Certification Board.

___________________________________ ___________________________ Signature Date

Note: For Initial Certification all documentation MUST be submitted.

Note: For Recertification the Certification Board will review the application and worksheetand may request documentation in support of your claimed Certification Points.


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SAVE International

Come visit our home page at http://www.value-eng.org

Web site includes information about joining SAVE International.Web site includes this manual and a current listing of

AVSs, VMPs and CVSs.

Web site provides information on how to contact theCertification Board Executive Director.
http://www.value-eng.org/http://www.value-eng.org/

CVS Certification Manual

Documents

Transcript of CVS Certification Manual