SAVE International Certification and Recertification 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 Methodology Practitioner", and "VMP" are certification marks of SAVE International and may be used only by individuals who have successfully completed the requirements of SAVE International's certification program and who maintain active certification.

Certification Program Objectives .................................................................................................... 2 Overview .......................................................................................................................................... 2 Certification & Recertification Requirements .................................................................................. 3 AVS Certification ................................................................................................................ 3 VMP Certification ................................................................................................................ 3 CVS Certification ................................................................................................................ 3 LIFE Recertification ............................................................................................................ 4 PVM to CVS Certification ................................................................................................... 5 Certification Requirements Summary.............................................................................................. 6 SAVE Certification Matrix ................................................................................................................ 7 Description of Qualifying Categories ............................................................................................... 9 1. Practice VM 2. Learn VM 3. Share VM ........................................................................................................... 9 ......................................................................................................... 10 ......................................................................................................... 10

Select Advisor ................................................................................................................................ 12 Certified Workshops and Seminars ............................................................................................... 12 Examination ................................................................................................................................... 13 Examination Reference Chart ....................................................................................................... 14 CVS Paper ....................................................................................................................................... 14 Application Information .................................................................................................................. 16 FAQs (Frequently Asked Questions)............................................................................................. 18 VM Study Submission Sample Packet ......................................................................................... 21 VM Study Summary Example........................................................................................... 21 Job Plan Example .........................................................................................................22 Supporting Data for VM Study Example........................................................................... 23 AVS Submission Checklist 24

VMP Submission Checklist 24 CVS Submission Checklist 25

Recertifcation Application Form .....................................................................................................26 Certification/Recertification Summary Worksheet ......................................................................... 27

Certification Program Objectives

The Board of Directors of SAVE International has authorized a certification program to be administered by a Certification Board with the following objectives: 1) To establish, maintain and administer professional certification programs to promote and support the practice of the value methodology globally. 2) To establish and maintain professional development in the value methodology by improving professional skills and competence in accordance with established standards. 3) Enforce standards for ethical behavior as established by the SAVE Board of Directors for individuals certified under this program. 4) Support the SAVE Board of Directors to clarify methods, and procedures in the application of the value methodology; to create better understanding of the value profession; to develop universal acceptance and increase application of value practices. 5) Support the SAVE Board of Directors to encourage the development and application of the value methodology; and encourage the successful application of projects in manufacturing, construction, service, government and others. 6) To encourage teaching the Value Methodology in accredited universities and to promote research & development of new VM methods by students and academic advisors. All questions regarding Certification should be directed to the Certification Board Executive Director.

VMP recognizes individuals with basic VM training and some experience in the application of the methodology. Value Methodology Practitioners 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 is reserved for VM practitioners, VM Program Managers, and VM Academia, who have demonstrated expert level experience and knowledge in the practice of the Value Methodology. The Certification Board offers three tracks for CVS Certification. One track is for the Value Specialist practitioner, who either teaches VM, leads or facilitates VM studies, and, or who participates in VM studies. The second track is for Value Program Managers who are responsible to their employer for the management or direction of a company or governmental in-house VM program. The Value Program Manager is not only responsible for the success of a study, but is also responsible for the overall success of a VM Program. The third is for full time Academics who teach at an accredited university.

Overview
Based on the requirements set forth in this manual, individuals should decide which level of certification is applicable. SAVE Internationals Certification Program offers three levels of certification:

NOTE: All application and appropriate documentation once submitted become the property of the Certification Board. It has been and will continue to be the policy of the Certification Board to not return any application materials.

(AVS)

The first level is: Associate Value Specialist

AVS is a recognition designed for individuals who are new to the Value Methodology. An AVS is encouraged to progress to VMP or CVS certification. The second level is: Value Methodology Practitioner (VMP)

Certification & Recertification Requirements

General: Certification Point (CP) is the system for quantifying the Experience and Educational requirements for each level of certification. Note that Category 1 - Practice CPs may not be accumulated earlier than one year prior to completing the MOD I. Generally, ten contact hours equals one CP. They may also relate to Program Manager experience with 1 year (FTE) equal to 8 CPs.

Category 1 Practice VM: 24 CPs which consist of 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 CVS application.

AVS
1. 2. 3. 4. 5. Select an advisor who is a CVS. Complete an approved Module I Workshop. Submit application. Pass the AVS Examination. AVS Examination may be taken only after Certification Board approval of the application or when taken in conjunction with a Module I Workshop.

CVS
1. Select an advisor who is a CVS. 2. Complete an approved Module I Workshop 3. Complete an approved Module II Seminar. (The MOD II may not be taken sooner than six months after the MOD I Workshop unless the 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 Value Program 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 related subject 6. Submit application 7. Submit Certification/Recertification Summary Worksheet 8. Pass the CVS Examination after Certification Board approval of application and paper; Academics must also maintain and present to the Certification Board a Professional Diary. CVS Certification Point (CP) Requirements: CVS Cert Category 1 Practice VM: For Value Specialist Track 48 CPs, which consists of 480 VM study team contact hours, and a minimum of 12 studies. Contact hours may be as a team member, leader, co-facilitator or facilitator. For Value Program Manager Track 32 CPs, which consists of 80 VM study team contact hours (8 CPs), with a minimum of 2 Studies, and three years as Program Manager. An exception is allowed for one who changes roles during the qualifying four year period from a Specialist to a Program Manager which allows for a proration of experience provided one has a minimum of 8 Program Manager CPs during the last two years, and a total of 32 CPs.

VMP
1. Select an advisor who is a CVS. 2. Complete an approved Module I Workshop 3. Accumulate 44 CPs Category 1 Practice VM: 24 CPs which consist of 240 VM study contact hours and a minimum of 6 studies. Category 2 Learn VM: 15 CPs Category 3: Share VM: 5 CPs 4. Submit application and supporting documentation 5. Submit Certification/Recertification Summary Worksheet 6. Pass the VMP Examination after Certification Board 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 an option.) A total of 37 CPs are required. These CPs need to be recorded on the Certification/ Recertification Summary Worksheet (see page 24) and submitted with the application.

CVS Cert Category 1 Practice VM (continued): For Academics Track 32 CPs which consists of 80 VM study team contact hours (8 CPs) with a minimum of 2 studies done in a non-academic setting application to live projects in construction, manufacturing or business; a minimum of 80 VM research hours (8 CPs) performing an actionresearch project or other approach to research that requires working with teams to achieve value. Also required is the teaching of a minimum of four semester courses in VM using the curriculum of the Miles Value Foundation or a SAVE approved 40 hour MOD I Workshop. CVS Cert Category 2 Learn VM: For Value Specialist and Program Manger - 30 CPs For Academics - 3 CPs for a refereed paper and 1 CP for presenting a paper at a SAVE conference or chapter meeting. CVS Cert Category 3: Share VM: For Value Specialist and Program Manger - 10 CPs For Academics - 15 CPs and a Professional Diary provided by the Certification Board to record key stages of progress. Their CVS advisor is to act as their guide/mentor through the process. The Professional Diary tracking of performance and management of difficulties. Participate in a professional interview at a SAVE conference where the Professional Diary is explained to a Certification Board panel. CVS Recertification Requirements CVS certification must be renewed every four years to maintain status. All CPs must be earned during the four-year recertification period. (Early recertification is not an option.) A total of 66 CPs for Value Specialists and 50 CPs for Value Program Managers, and 55 CPs for Academics are required. These CPs shall be recorded on the Certification/Recertification Summary Worksheet and submitted with the application for Recertification. The applicant is required to attest that they have attained the minimum CPs and

studies as outlined below with the submission of their application. CVS Recert Category 1 Practice VM: For Value Specialist track 48 CPs, which consist of 480 VM study team contact hours and a minimum of 12 studies. 50% of the hours and studies must be in a role as a team leader/cofacilitator/facilitator. For Value Program Manager Track 32 CPs which consists of a minimum of 80 VM study team contact hours and a minimum of two studies; and two full-time equivalent consecutive Program Manager years, (16 CPs), plus a combination of additional Program Manager CPs and or VM Studies for a total CP of 32. For Academics Track 32 CPs which consists of two project studies, 80 hour research project, and teaching four semester courses on VM. CVS Recert Category 2 Learn VM: For Value Specialist - 8 CPs For Value Program Manager 8 CPs For Academics 8 CPs CVS Recert Category 3: Share VM: For Value Specialist and Program Manager - 10 CPs For Academics - 15 CPs with 3 earned in a refereed publications LIFE Recertification CVS and VMP Life status is available to any CVS or VMP upon approval of their third consecutive recertification and completion of the MOD II. In essence the earliest Life Certification can occur is twelve years after initial certification. Once Life status is achieved, the individual will no longer be required to recertify every four years. While Life CVS's and VMPs are still active in the Value Methodology field, the annual maintenance fee is required. If an individual with Life status notifies the Certification Board Executive Director that they are no longer actively engaged in VM, they may request to be classified as CVS (or VMP)-Life Retired. For retired, the annual maintenance fee will be discontinued. Retired will continue to receive the publications of the Certification Program. They may reactivate their CVS-Life or VMP-Life by notifying the executive director and begin paying the maintenance fee at that time.

PVM to CVS Requirements The following describes the requirements of a qualified PVM submitting an application to become recognized 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. Once certification is achieved, the candidate shall apply for recertification through the SAVE International Certification Board and follow the then Boards rules for recertification. A Completed, and CVS Board approved, Professional Experience Log Endorsement: A member of the EGB (European Governing Board) or, by delegation, the chairperson of the NCO (National Certification Organization) of the country of the applicant shall submit an endorsement of the applicant. To overcome the question of validating the applications information, we must trust in the professional discretion of the candidate and the endorser for that candidate. However, this does not preclude the right of the SAVE CB to spot audit any information presented in the application, by the applicant. CVS Advisor This is optional, but advised. The CVS advisor will review the full application for completeness and represent the candidate to the CVS Board regarding any questions that may arise during processing. Experience Log All assignments logged must be those that followed basic Job Plan Steps that include, but not limited to; Information (Including Function Analysis), Speculation (Creative Phase), Planning (Analysis), Execution (Proposal development, beyond brainstorming ideas) and Presentation. The outcome of the Value Engineering (VE) events has no weight as a substitute for using accepted VE principles and practices. Date: This is the beginning date of each VE assignment. 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 VE assignment. VE Project Description: State the nature, title, or a short description of the VE assignment.

Total Event Hours: State the total elapsed time of the VE assignment. Total Contact Hours: State the number of hours that the full VE task team was engaged in performing the VE assignment. This excludes any planning activities, or pre-event meeting that do not include the full 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 cofacilitator for that project. Total number of hours required: 48 CPs 480 Hours. Notes: Add any notes that would assist the CVS evaluators in understanding compliance with application requirements. FAST Models: A minimum of two FAST Diagrams created for the above assignments in which the applicant was the lead, or cofacilitator. The FAST diagrams can reflect the Classic, Technical, or Customer FAST techniques. Note: Function Tree may be accepted as a variation of the Customer FAST if it clearly shows a function hierarchy and is consistent wit the SAVE International Standard.. Biography, or Resume Include a short (1 to 1 pages) description of the applicants professional history. This should include academic accreditation, other certifications, publications, honors and awards. Additional Requirements Statement by applicant that they have read the SAVE International Value Standard and understand the differences between that standard and the European Standard. Application Fee. The fee shall be as prescribed in the current fee structure for CVS applicant.

Certification Requirements
AVS $60.00 SAVE/ I/A member application fee, (1) $300.00 non-member, (2) $160 I/A non-member application fee Module I Required Not Required Not Required Not Required AVS Examination Annual Maintenance fee of $20 SAVE member or $60 non-member fee Does not expire No recertification

Summary
CVS $240.00 SAVE/ I/A member application fee $500.00 non-member application fee Module I Required Module II Required 88 CPs for Value Specialist 72 CPs for Program Manager 77 CPs for Academics Original Paper CVS Examination No annual maintenance fees(3) (except for Life non-members = $75 / yr.) 4 year certification Must re-certify every 4 years

VMP $240.00 SAVE/ I/A member application fee or $500.00 non-member application fee Module I Required Not Required 44 CPs accumulated Not Required VMP Examination No annual maintenance (3) fees (except for Life nonmembers = $75 / yr. 4 year certification Must re-certify every 4 years

NOTES: 1. AVS applications when facilitated as part of a Module I Workshop receive a $60.00 discount from the above application fees. Also, the AVS fee for a college student enrolled in a SAVE approved 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 June 2008). 4. For individuals whose VMP or CVS has expired: Within the first year (grace period) following the certification expiration date, an individual may apply for recertification by submitting proof of compliance with the then current recertification requirements, 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 be granted with no documentation nor testing; Or after two years, a person may apply for either the VMP or the CVS and be approved to take the VMP or CVS exam (Parts III, IV, V, VI, VII) provided they have attained the then current required number of CPs in each area of experience (performed, learned, and taught). The applicants previous MOD I, MOD II will count towards certification requirements, however, only the applicants previous work experience which had not been previously counted towards previous certifications, will be eligible.

SAVE CERTIFICATION MATRIX - Certification / Recterification Manual - 10th Edition June 2008 Category I. Practice VM Ia. Perform VM Description Credit Total CPs Required Study Contact Hours No. of Studies / Events % of Studies and Hours 8 CPs / YR (1) 4 CPs / Semester Course (a) Research Study Hours (80 min.) Total CPs Required 0 15 8 30 8 30 8 PVM AVS VMP (Practioner) CVS (Program Manager) (2) (2) Initial Initial Re-Cert. Life Initial Re-Cert. Life 0 0 0 0 24 24 240 6 24 24 240 6 32 8 80 2 24 32 0 0 0 32 16 8 30 16 8 8 CVS (Specialist) (2) Initial Re-Cert. Life 48 48 480 12 48 48 480 12 50% PVM to CVS Initial only 36 36 360 9 50% CVS (Academic) Re-Cert. (2) Initial Life 32 8 80 2 32 8 80 2

Team Member Team Member Team Leader/Facilitator (5) Ib. Manage VM Manage User's VM Program Academic Teaching of VM Ic. Educate VM semester course Lead Facilitator (d) II. Learn VM

SAVE Meetings, VM or VM Contact Hrs (10=1CP) Related Courses or Seminars (3) College or Graduate Degree (4) 20 CPs (1 maximum) Professional License or Assoc. 5 CPs (2 maximum) (4) Degree VM Teaching VM Publications VM Publicity VM Presentations VM Presentations (Academics) VM Society Membership VM Society Officer, committee Chapter Pres., MVF, Cert. Bd. VM Society Board Member Certification Advisor VM Team listed Trainee

III. Share VM

Total CPs Required 2 x Contact Hrs. (5 Hrs = 1 CP) 3 CP / Refereed Publication 1 CP / Article 1 CP / Presentation 1 CP Present Paper at SAVE (c) 1 CP / YR (1) 4 CP / YR 8 CP / YR 10 CP / YR 2 CP / VMP or CVS 1 CP/ 40 Hr. Workshop Appvd. Module I Workshop Appvd. Module II Seminar Original, Sole Author Parts I-VII, Based on Level

10

10

10

10

PVM

15 3

15 3

Prerequisites

Basic VM Training Advanced VM Training Scholarly Paper Exam

X X

X X X X

X X X X

Active PVM Active PVM Active PVM Active PVM See CVS PVM + 36

Life status

Professional Interview (d) Maintain Professional Diary (8) Upon Third Approved Recertification TOTAL Certification Points Required

X (e) X (e) X X X 77

X X 55

X 72 50 88 66

44

37

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 the spreadsheet 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 ins

Description of Qualifying Categories

I. Practice VM IA. Perform VM
Team Member or Individual Study VM studies in which you have participated as a member of a VM study team or as an individual. Team Leader, Co-Facilitator or Facilitator VM studies in which you have participated as a team leader or team facilitator. Typically, the facilitator is not a member of the team but guides the team through the job plan. The leader is a team member with added responsibilities for conducting the study. These roles can be performed by the same person or two different people. NOTE: A VM study consists of the following: a. Work on an identified value improving, structured, facilitated project b. Follow the VM job plan c. Perform function analysis d. In general, pre and post study contact hours must involve the entire team and be facilitated to count. Formal meetings to prepare for the workshop and formal meetings (not time to implement) after the workshop are eligible e. While essential to success, information gathering and proposal implementation activities do not count as study contact hours. Credit: 1 Certification Point (CP) is earned for every 10 contact hours in a VM study. Submit: For each VM study, evidence that clearly demonstrates the use of the value methodology: 1. Value study specifics including project title, brief description, dates, time spent on the study, study participants (showing your role). Clearly identify all formal team study time. This information should be submitted on one page.

2. Document the use of function analysis; (e.g. function listing, function cost/worth worksheet, function hierarchy model or FAST diagram.) 3. Illustrate the use of a recognized VM Job Plan. If the same Job Plan is used for all the studies, submit it only once 4. DO NOT submit excess documentation. Two to four pages per study is all that is required providing the correct documentation is included. Do not include study proposals, results and other detail. See sample submission packet located in the 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 manages a VM program for an end-user of the VM process. While usually an employee of the users organization, one may be contracted to manage and be responsible for an organizations VM program. A VM program manager may not actually participate in a VM study as a member or leader/facilitator, but is responsible for the direction of the entire program. Credit: 8 CPs per full-time equivalent (FTE) year as a Program Manager. For Recertification as a VM Program Manager, four years FTE (32 CPs) are required. If during the Recertification period, your role changes to or from a VM Program Manager, CP requirements shall be prorated between a specialist and a manager (2 years minimum as a PM). Submit: 1. A letter, signed by your supervisor or principle of the firm, attesting to your job responsibilities 2. Value Program Managers shall include a description of the VM program procedures, organizational chart, directives implementing the program, and a summary of program activities.

IC. Educate VM
For full-time academics who educate students by the teaching of semester courses on VM. Credit: 4 CPs per semester course taught on VM using the curriculum of the Miles Value Foundation or an approved module I course. A minimum teaching of four semester courses is required. 160 VM study team contact hours (8 CPs) and a minimum of four studies. Two of these studies would be done in a non-academic setting application to live projects in construction, manufacturing or business.. The other two studies 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 responsibilities 2. Academics shall include a description of the VM semester curriculum, list of students taught, description of project used in the course, and a summary of teaching objectives.

official). Evidence shall include a description of VM applicability. College Degrees For initial certification ONLY, credit is allowed 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 and certificates acceptable for credit include but are not limited to: Professional Engineer (PE), Certified Public Accountant (CPA), Registered Professional Architect (RA), Certified Purchasing Manager (CPM) Certified Manufacturing Engineer (CMfgE), Certified Cost Engineer (CCE), and Certified Quality Engineer (CQE). Credit: Professional license or certification: 5 CPs Credit is only allowed for the initial certification application. Credit will be allowed for active, valid licenses. Submit: 1. Copy of valid license or certificate 2. Evidence shall include a description of VM applicability.

II. Learn VM
Credit is earned for participating in all formal VM learning activities. Credit: 1 CP for every 10 contact hours 1. Attending professional society chapter meetings like SAVE, IIE, PMI, AACE 2. Attending SAVE International or VM related conferences 3. VM courses: Examples include (but not limited to) courses on creativity, team building, facilitations skills, cost and costing methods, project management training, function analysis, presentation skills. Points are not allowed for a MOD II towards a CVS, but will be allowed for a VMP application. No points are allowed for Module I 4. VM related college courses earn 1 CP per credit hour. Submit: 1. Dates and locations of meetings, conferences attended and courses 2. Evidence of attendance (e.g. certificate of completion, including the sponsoring organization and general subject, letter from chapter officer or conference

III. Share VM
Teach VM Credit is allowed for teaching courses in Value Methodology and Value Management, including approved Module I and Module II courses. Credit is allowed for teaching VM as sub-topic of another subject. Credit for teaching incidental to a Value Study is not allowed. For Academics, credit is given for teaching outside normal job responsibilities. Credit: 1 CP for every 5 contact hours

10

Submit: 1. Letter from sponsoring institution verifying teaching 2. Course description with agenda, content, and time spent teaching. VM Publications and Publicity Original papers, essays, books, or book chapters, theses, other media (films, videos, web pages, etc.) which are published, relating to the Value Methodology are credited 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 organization newsletters such as Interactions or chapter newsletters, or publications with limited circulation) 3. Points will be prorated among authors. Submit: 1. Copy of materials 2. Evidence of publication. VM Presentations Credit is allowed for speeches or presentations about VM given outside normal job duties. Examples include presentations at chapter meetings, conferences and other public forums. Credit: 1 CP per presentation. Submit: 1. Description of topic discussed 2. Length of presentation (30 minute minimum requirement) 3. Size and interest of audience 4. Signed letter from sponsor indicating date, location, sponsoring organization. VM Society Service Participation in a recognized VM Society is considered beneficial toward continuous professional development. Credit: 11

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 on your team Credit: 1 CP will be awarded for including a listed VM trainee on a 40 hour VE/VM Study.

Select Advisor
All applicants, regardless of the certification level (AVS, VMP, or CVS), are required to select an advisor. An advisor is any current CVS. The advisor will: 1. Help the applicant determine which level of certification is appropriate 2. Actively guide and mentor applicant through the certification process 3. Review the application for compliance with the current requirements 4. Review the application submission to ensure that all required items are included and properly documented in an organized fashion 5. Assist CVS applicants with the selection of a topic for their thesis paper 6. Review the CVS applicants paper for subject content and format, and insure that the paper represents a new body of knowledge 7. Review and sign the application 8. Confirm that the applicant is ready to take the required exams.

Source of Advisors

A listing of current CVSs is located on the SAVE International web site. The Certification Board Executive Director and

Administrator are also available to assist in identifying an advisor.

Certified Workshops & Seminars

The first required course for all levels of certification is an approved Module I Workshop. This course consists of a minimum of 20 hours of instruction and 20 hours of live project application. Subject matter 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 the Module II (Advanced Seminar) consisting of a minimum of 24 hours. The Module II Seminar may not be taken in less than 6 months after completing the Module I workshop unless the individual demonstrates participation in at least two VM Studies prior to taking the MOD II. This allows time to accumulate the necessary VM experience. Module II attendees should be using their Module I knowledge in practice. This practice and experience is essential to a successful 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 the Module I or Module II instructor. Be sure that the course you are taking is a SAVE approved course. You must receive a certificate with an identifying course number and the CVS instructor.

and an essay. Each level of certification requires additional parts to be completed for the examination (refer to the Examination Reference Chart). After an individuals application is approved, the Certification Board will notify the candidate of eligibility to take the examination. An Examination Study Guide will be included with the Approval Notification Letter. Examinations are offered annually preceding the SAVE International conference provided that the candidate has received approval of their application and paper prior to the conference. Candidates, wanting to take the examination, must contact the Certification Board Executive Director. Examinations may also be taken throughout the year, in the presence of a proctor. A proctor may be an active CVS (not ones advisor), a full-time faculty member of a recognized college or university, or an individual designated by the Certification Board. If you choose to take the examination in the presence of a proctor, you must submit the following information to the Certification Board Executive Director for approval: 1. Name of proctor and their position 2. Address where the examination should be mailed and proposed date of the examination. The proctor must affirm to the executive director indicating their willingness to administer the examination and their position. Upon approval, the examination will be mailed to the proctor with specific instructions for administering the examination. If the examination is not taken within 30 days of the scheduled date, the unopened examination packet must be returned to the Certification Board Executive Director. AVS exams may be proctored as an element of a Module I Workshop. The Module I facilitator may advertise and proctor the AVS exam at the conclusion of an offered workshop. A list of names of the AVS applicants who will take the exam is required. The applications and associated 12

Examination
The purpose of the examination is to test the applicants knowledge of the Value Methodology. The examination is broken into seven categories: fundamentals, function analysis, FAST Diagramming, team building, certification requirements, financial,

fees shall be submitted simultaneously with the completed exam. A score of 70% or above in each part must be achieved to pass the examination. If the applicant fails, they must contact the Certification Board Executive Director or Administrator in writing, requesting to retake the examination; the scheduled date must be indicated. Re-examinations can be taken at the candidates discretion, not to exceed 1

yr. from the previous examination. However, the policy is that no more than two reexaminations will be allowed. A CVS candidate who is currently certified as an AVS or VMP is required to take only those sections of the examination not previously completed. Applicants are only required to retake the failed parts.

Examination Reference Chart

Examination Parts
Part I Fundamentals 50 Questions True or False Part II Function Analysis 40 Multiple Choice Questions Part III Work Problem Identify, classify functions and draw a FAST Diagram Part IV Team Building 20 Questions True or False Part V Certification 25 Questions True or False Part VI Financial Identify VM opportunities, first costs, annual costs and break-even point. Part VII Essay Choose a topic and prepare an essay demonstrating VM principles. Total Examination Time AVS 100 points 30 minutes 100 points 60 minutes Not Applicable Not Applicable Not Applicable Not Applicable Not Applicable 1 hours VMP 100 points 30 minutes 100 points 60 minutes 100 points 60 minutes 100 points 30 minutes Not Applicable Not Applicable Not Applicable 3 hours CVS 100 points 30 minutes 100 points 60 minutes 100 points 60 minutes 100 points 30 minutes 100 points 15 minutes 100 points 30 minutes 100 points 45 minutes 4 hours

13

CVS Paper
The purpose of the paper is to enable the Certification Board to judge the applicants knowledge of the Value Methodology and their ability to communicate it effectively and professionally. The paper is also intended to further VM knowledge by making it available to publish in Value World and/or present at the annual conference. The papers topic should focus on a new or original theme rather than a report or a case study. The applicant should be 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 date of 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 be previously presented or published; an exception to use a previously published paper may be granted. Prior approval from the CVS Director is required. Written for audiences of Value Specialists and/or Value Program Managers Topic must be approved by your CVS advisor. Paper will be evaluated on: VM relevance/content 20% Originality; new material 20% Structure/grammar/punctuation 20% Presentation format 20% Clarity and continuity 20%

existing conditions. Ideally, research papers represent a synthesis of your attitudes and ideas, supported by information gathered from other sources. The reader must be given all information required about the subject. 1. Topic Select a topic of interest, one that is controversial, educational or new to the VM discipline. However, in writing on the topic you must convince the evaluators that you are knowledgeable of the value methodology without regurgitating the steps of the job plan. 2. Title Select a provocative title; one that will interest the reader to open the paper and at least read the abstract and introduction. 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 the paper, its premises and conclusions. Inform the reader what he/she will learn and the approach taken to reach that objective. Some find it easier and helpful to write the abstract after the paper is complete, even if it appears at the front of the paper. Introduction grabs the readers attention notifies the reader of the paper content states the purpose of the project identifies the hypothesis and background information of theory Hints: The introduction is the opening of the paper. It differs from the abstract by setting the stage, or establishing the foundation upon which you will structure your thoughts. 5. Body Discusses essential information required to understand your methodology, conclusions, and/or recommendations Provides an analysis of the results and conclusions

4.

Content
It is recommended that the applicant use the Research Oriented Approach for this paper. This approach reports technical information, facts, or ideas current and important to the field. The subject matter may discuss a new discovery or technique, or illustrate a change in 14

A useful reference guide is The Brief English Handbook, by Edward Dornan and Charles Dawe. This publication was written as a Outline Your Paper Organize your paper concise guide to grammatical accuracy, effective sentences, correct punctuation, word by dividing it into major topics, subtopics and examples. A major topic signals a new selection, and sound development of paragraphs, essays, and research papers. subject that relates, or supports the theme of your paper. Sub-topics are sections within the major and examples and points Publication Rights that support the sub and major topics. Upon receipt, papers become the property of SAVE International. The Certification Board For example: reserves the right to publish the paper in any I. Brainstorming Process Techniques SAVE publication (with author credit) and/or A. The Carousel recommend that the author present the paper B. Freewheeling at the annual SAVE International Conference. 1. Using a single facilitator 2. Multiple facilitators If submitted paper has been previously 3. Employing scribes published, author needs to secure written permission for SAVE International from the Note the indentations with each level of owner of the publishing rights. abstraction. 6. Conclusion Ties claims made in the introduction Reiterates findings, methodology, conclusions, and/or recommendations Provides closure

Describes procedures for data collection, idea development, observations, etc. Free of commercialism Correlates previous and future discussion Addresses subject significance to the industry Hints: Do not drift to far from the title when writing your paper. Refer back to the title and introduction often to make sure you are still on course. If you drift off the topic you may create the impression that you are not qualified to address the topic and will lose acceptance points. Do not write your paper in the first person, 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 the team. When writing, select a target audience, or person and communicate with that person. Get your thoughts on paper first. Worry about correct grammatical structure later. Do not try to correct each word or sentence as you write, as it will block your creative thoughts.

Hints: Your concluding section should tie back to your introduction. The conclusion is not a summary, but a close to the arguments and steps you presented in the paper.

7. Footnotes or Endnotes Indicates references made to published materials 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, referenced throughout the paper Encompasses all materials referenced in the Footnotes or Endnotes Hint: acknowledging sources used to craft your paper adds credibility and avoids ethical issues like plagiarism. Make sure to spell check and review grammatical content.

Application Information
A certification fee (reference Certification Requirements Summary Table) is due upon submission of certification documentation.

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Fees are applied to the administrative processing of the application and are not refundable. A yearly maintenance fee will be assessed for all active certified individuals to sustain the Certification Program. SAVE International members will be invoiced with their annual dues with payment made to the Certification Administration Office (CAO). The Certification Office will invoice non-members. Payment by non-members should be made to the Certification Office, payable to "SAVE Certification Board. All information pertaining to an application will be considered proprietary and confidential. The recommended format for an initial submission for VMP or CVS is: Application completely filled out with proper application fee Certification Summary Worksheet completed for all CPs claimed Tab 1 Module I and/or Module II Certificate Tab 2 Perform VM summary and documentation Tab 3 Learn VM summary and documentation Tab 4 Share VM summary and documentation Tab 5 Paper if required. Applicants receiving requests for additional information who fail to respond within 30 days will be notified by the Certification Administration Office. Failure to respond will result in the termination of the application and the forfeiture of the application fee. Certification is an individual recognition and may not be transferred or used to imply that an association, education institution, agency, or firm is certified. The use of a CVS seal with the individuals name and certification number is encouraged on VM related reports. Although membership in SAVE International is not required for certification, it is encouraged and credited toward certification and recertification. Individuals, whose applications are not approved by the Certification Board, may request an appeal hearing. The appeal panel will 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 annual maintenance fee or allow their certification to expire, will be considered expired, and are not permitted to use the AVS, VMP or CVS designation. An individual with an expired certification, who continues to practice using their certification designation, will be remanded to the SAVE International Ethics Committee for appropriate action.

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What level of certification applies to me?

AVS certification recognizes individuals who are new to the field of VM, and have received basic VM training. It is an entry level from which advancement to VMP or CVS is expected. VMP certification recognizes individuals that have VM training and some VM study experience. It is an intermediate level primarily for VM study team members. CVS certification is the highest level of certification available through SAVE International. This status is reserved for individuals who possess basic and advanced VM training and significant VM experience. CVSs are experts in VM and are study members, leaders, facilitators, instructors or VM program managers.

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 organization changes from one of Performing VM to Managing VM, you may combine points and use your performing credits toward your Managing CVS. You must however, obtain a total of 32 CPs for the initial and recertification applications.

What is an advisor?
An advisor is an individual who is a CVS and is knowledgeable of the current certification requirements. Preferably, this should be an individual in your region or someone that you have known previously. Your advisor will be your primary contact to verify that you have completed all of the necessary requirements, and will authorize your certification submission. Make sure the advisor you select is up to date with current certification requirements. It is appropriate in most cases, that your Module I instructor becomes your advisor, especially for your AVS.

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

FAQs

Both are offered surrounding the dates of the annual conference. You may sign up at the time of conference registration. Other approved Module I and Module II courses are offered throughout the year. For a listing of dates, consult: Interactions or the SAVE International Home page at www.valueeng.org. You may also refer to the Consultants Directory to find a qualified instructor to perform this activity at your organization.

Frequently Asked Questions about the Certification Program

How long does the approval process take?

Providing that all documentation for VMP and CVS certification has been presented, the average time from submission to approval is approximately 2 months. This time is required to afford the Certification Board time to objectively review your application. AVS applications are usually processed in less than one week. AVS exams take approximately three weeks.

Are points accumulated for a VMP transferable towards CVS certification?

Yes. You are allowed to transfer all points accumulated for a VMP towards the CVS program. However, you must be in good standing with the certification program; therefore, you must transfer those points within a four year certified period.

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How can I speed up the process?

Make sure that your submission is organized in the recommended submittal format Clearly identify all points claimed in each category using the Certification Summary Worksheet 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 is included 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 been provided. The evaluation of function is what identifies the Value Methodology. Information submitted must clearly illustrate the use of function analysis More than four pages per study is normally excessive and will slow down the evaluation process Excessive documentation may result in your application being rejected.

Where and when can I take the examination?

The examination is offered annually at the SAVE International Conference. Individuals wanting to take the examination at that time must receive authorization of approval from the Certification Board prior to the conference. You may also take the examination any time throughout the year under the direct supervision of a qualified proctor. Additional information regarding proctors can be found in the section titled: Examination.

How can I tell when my certification expires?

Perhaps your certification number is 200203007. The first four characters represent the year of initial certification. The next two characters are the month and last three indicate the level of certification. Therefore your expiration date is March 31, 2006 and every four years thereafter. You may apply for Life certification as part of your third recertification. You should receive a courtesy letter from the

How will I find out about problems with my application?

You will be notified, and your advisor will be copied on any significant concerns. If your application is rejected, you may contact the Certification Board, and request an appeal hearing.

How do I prepare for the examination?

After the Certification Board has approved your application, you will be notified that you may take the examination. An examination study guide will be included with your Approval Notification Packet. Review of the VM Standard and the function monographs on the SAVE web site will be extremely helpful. Your advisor should help you prepare for the exam and recommend books available at the SAVE Bookstore.

Certification Administration Office approximately 90 days before your certification expires. In addition, if there is no response forthcoming, a final warning will be sent. If there is no response to the final warning within 30 days, your certification status will be changed to "expired". If the Certification Administration Office does not have your current mailing address and/or you do not receive this letter, you are not excused from the recertification 18

process or exempt from the penalties for failure to submit an application. Remember it is your responsibility to keep your certification current. Continuing to use certification designation once expired is a breach of ethical conduct and will be referred to the SAVE International Ethics Committee.

I still have questions, whom should I call?

Contact the Certification Board Executive Director. Please refer to the SAVE web site for the current contact information. www.value-eng.org

What should I do to prepare for recertification?

The best way to minimize the anxiety of recertification is to begin to collect documentation from the time your certification or recertification is approved. A set of recertification file folders, one for each category, will afford you a place to accumulate the documents you will need for recertification. Annually, review your accumulated documents and prepare annual recertification worksheets. As the time approaches for recertification, it should be a simple matter to compile the annual worksheets into the application. Only submit a completed worksheet. The Certification Board may request that you provide documentation for any claimed CPs. "Be prepared!"

When should I use my CVS seal?

CVS are encouraged to use their seal on formal documents. (A CVS seal can be obtained from the Society Business Office.) It is hoped the use of the seal will heighten the professional image of all value managers.

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

SAVE International now has online application and payment available. Simply follow the http://www.valuehyperlink: eng.org/education_certificationprg.php. On that web page, click on the link Online Certification/Recertification Application. Please fill out the requested information and the payment information and submit the form. The Certification Board Administrator (Karen Smith) will receive the information to begin the certification process and process the credit card payment.

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VM Study Submission Sample Packet

VM Study Summary Example CPs CPs

Project Guide Rail

Dates 12/18/xx 1/2/xx1/6/xx 1/20/xx 2/9/xx 2/16/xx2/19/xx 3/2/xx 4/7/xx 4/12/xx5/8/xx 6/10/xx 8/15/xx 8/28/xx9/12/xx

Role Team Member Team Leader Team Member Facilitato r

Activity Pre-Study Study Post Study Pre-Study Study Post Study Pre-Study Study Post Study Pre-Study Study Post Study Totals

Hrs. 4 40 2 2 32 3 4 60 4 6 32 0

Member 4.0

Leader/Fa c

Hospital A/C

3.2

Bridge Abutment Procurement Procedures

6.0

3.2

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 following information: 1. A roster of participants clearly illustrating the title of the VM project, your role, dates and hours 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 function analysis. Reminder: The information submitted must illustrate the use of function analysis. Examples are: FAST diagrams, function/cost worksheets, creativity by function or evaluation techniques by function. 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 Facilities Gather basic project data Note: all duties the responsibility of the VE team leader

Information Phase

Complete information file Identify project objectives Scope of project identified Define and classify functions Develop function relationships (via hierarchy or FAST models) Establish function worth Select specific functions for study

Function Analysis Phase

Creative Phase

Create an atmosphere conducive to idea generation Generate ideas, not answers, for alternative ways to accomplish the selected functions Eliminate the obvious Sort and group ideas, retain the no-brainers Identify best ideas Resolve competitive combinations (Decision Matrix) Develop selected combinations

Evaluation Phase

Development Phase

Validate concepts Define implementation requirements Develop Implementation Plan

Implementation Phase

Final Presentations Obtain implementation commitments Follow up (VE Team Leader responsible) Final Report (VE team leader)

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Supporting Data for VM Study Example

This sheet should be prepared and submitted for each study claimed.

Name of Project: Highway Guide Rail Dates of Team Meetings and Study: December 18, 20XX 4 hours January 2-6, 20XX 40 hours January 20, 20XX 2 hours Time in contact hours spent on VM Activity: 40 hours workshop Calculated points claimed: 40 = 4.0 CPs Brief Project Description:
The guide rails are installed along highways to prevent accidents. The VM study was to reduce the cost of guardrails without deterioration of performance. An ideal solution would prevent vehicles from re-entering the roadway. Any changes must result in a system that will resist the same forces and not do any greater damage to vehicles. 6 hours full-team preparation and follow-up

Project Team Roster: Name

J.J. Tasely, Team Leader (applicant) W. A. Dawes T. E. Seminski W.A. Massarelli T. O. OConnell

Department
Value Specialist Design Field Service Procurement Customer/User

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AVS Submission Checklist

Submission Packet Includes: The entire process may be completed on-line or you may do the following:
1. Completed Application: signed and dated by applicant and advisor, 2. Application Fee: _______ $60.00 Member _______ $3000.00 Non-member Application Fee: __ $0.00 Member (MOD I)___ $300.00 Non-member (MOD I) Application Fee: ___ $20.00 Student Made payable to: SAVE Certification Board 3. Original & one (1) copy of application 4. Copy of Module I Certificate

Initial VMP Submission Checklist

Submission Packet Includes: The entire process may be completed on-line or you may do the following:
1. Completed Application: signed and dated by applicant and advisor 2. Certification 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 and documentation) 5. Five copies of Module I Certificate 6. Documentation supporting 24 CPs claimed in 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. 7. Documentation supporting 15 CPs claimed in Learn VM 8. Documentation supporting 5 CPs claimed in Share VM

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Initial CVS Submission Checklist

Submission Packet Includes: The entire process may be completed on-line or you may do the following:
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 and documents) 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 CPs claimed 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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1. 2. 3. 4. 5.

The entire process may be completed on-line or you may do the following:

Recertification Application Form

Complete applicable portions of application and sign. Complete the Requirement Matrix and arrange attachments in the sequence illustrated Submit original & four (4) copies of application and attachments. (Not required for AVS) Enclose appropriate fee payable to: SAVE Certification Board Mail completed submission packet to the Certification Office 136 South Keowee Street, Dayton, Ohio 45402 Life _______ Member Fee __ $240.00 __ $240.00 Non-member Fee __ $500.00 __ $500.00

Check one: Recertification _______

Check one and enclose indicated fee: __ Value Methodology Practitioner (VMP) __ Certified Value Specialist (CVS)

Note: There are no annual maintenance fees for VMP or CVS. An annual $20.00 member maintenance fee ($60 non-member) will be assessed all AVS persons. A $60.00 discount is given if the AVS is taken with a MOD I. Applicant's Name: ______________________________________________________________ Company: ____________________________________________________________________ Mailing Address: _______________________________________________________________ _______________________________________________________________ Phone: ( )____________ FAX: ( ) ___________

E-mail address: ___________________ For Recertification Applicants ONLY: VMP or CVS Number: ___________________ SAVE International Member: ____ Yes ____ No ____ Chapter Name: _________________

____ I am a non-member, please send me information on joining SAVE International Advisors Name: ________________________________________________________________ CVS Number: __________________________________ Expiration Date: _________________ Company: _____________________________________________________________________ Mailing Address: ________________________________________________________________ ________________________________________________________________ Phone: ( )____________ FAX: ( ) ___________ E-mail address: ___________________
Having read the certification requirements, and believing myself fully qualified, I declare that all the submitted information is correct to the best of my knowledge. I have read the pledge to adhere to the SAVE International Standards of Conduct. I have attached the necessary documentation and will provide further evidence if requested.

________________________________________ Applicants Signature

_________________ Date

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________________________________________ Advisors Signature Note: Advisor information not applicable for Recertification.

_________________ Date

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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. Contact hours do not include pre-study information gathering or post-study implementation activities.) Value Study Title Your Role Dates of Study Hours Claimed CPsTeam CPs Member Leader/Fac

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. B. Manage VM

Mo/Yr Dates

Value Program Manager employment @ 8 CPs/year (per full-time year - prorated) Name of Employer/ Business Position Title % Time

Total CPs Claimed _______

Brief Description of VM Manager Duties CPs Claimed

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II. Learn VM (Continuing Education)

o o

CPs Claimed ______

VM related Meetings, Seminars, Courses, Conferences 1 CP / 10 contact hours College degrees awarded for initial Certification ONLY o Baccalaureate (BS or BA) or Advanced (Master or Doctorate) 20 CPs each o Associate 2-year degree 10 CPs each. Professional license or certification awarded 5 CPs each

Meetings, Conferences, Courses: Sponsoring Organization Location Course Title Dates of Contact Attendance Hours
(Mo./Day/Year)

CPs Claimed

College Degrees (for initial Certification ONLY) & Professional Licenses & Certifications Institution Major Degree Date Awarded CPs Claimed

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

Total CPs Claimed ______

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Title of Course

Sponsoring Organization

Location

Dates

Contact Hours

CPs Claimed

B. Value Writing & Publication: Credit: 1 CP for a published non-reviewed article or publicity piece (e.g. newsletter or Interactions). 3 CPs for a published reviewed article or book (e.g. Value world or SAVE Proceedings). Title of Work Publication Date of Publication No. of Authors CPs Claimed

C. Value Speaking: Credit: 1 CP per presentation outside normal job duties. Title/Topic Sponsoring Organization/Conference Location Dates Audienc e Size CPs Claimed

D. Value Society Service: Credit: membership in SAVE or other Value Society 1 CP / Year

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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 & Local Chapter Office Held Membership Dates (mo/yr.) CPs Claimed

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 CPs Claimed

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 additional documentation 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 worksheet and 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 the Certification Board Executive Director.

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