Value Engineering Methodology For The Se
Value Engineering Methodology For The Se
Abstract
Maintaining and enhancing the functionality of the infrastructure at an affordable cost are major challenges for decision mak-
ers, particularly given the need to cope with growing societal and transportation demands. This study introduces a systematic
multi-criteria value engineering (VE) approach for the selection of a sustainable bridge system. A thorough VE analysis for a
proposed long-span bridge in New Jersey, USA was carried out as a pilot study. The function analysis system technique was
used to develop logical relationships between the project’s functions. A detailed 100-year life-cycle cost analysis (LCCA) was
conducted. The study developed and evaluated eight alternative designs for deck and superstructure systems against set VE
criteria comprising constructability, maintenance strategies, and environmental impact. A relative value index was used as an
unbiased measure for the selection of the optimal structural system. With total savings of approximately 21% of the original
design ($132.5 million), steel plate girders with a high-performance lightweight steel grid deck system have proven to ‘‘outva-
lue’’ the other alternatives, including the preferred preliminary alternative (PPA). Design engineers and decision makers can
use this methodology as a systematic and convenient guide for the selection of economical and sustainable bridge systems.
As such, it is necessary to re-evaluate the current practices and policies used for this purpose.
Keywords
cost–benefit analysis, bridge and structures management, economic impacts, infrastructure, infrastructure management and
system preservation, life-cycle cost analysis, sustainability and resilience, transportation and economic development, transpor-
tation and sustainability
Maintaining the functionality of bridges is vital for an          approximately 10% ($3.1 billion) of the $32 billion total
efficient transportation system and for public safety. In         worth of the studied projects (5). However, bridge proj-
2019, the Federal Highway Administration (FHWA)                   ects are lagging behind buildings and infrastructure in
reported that 46,163 bridges, with a total built area             using VE as a rigorous decision-making tool. Federal
exceeding 231 million ft2, were structurally deficient. The       regulations require VE studies to be performed for proj-
condition of most of them is very poor to the point that          ects under the national highway system (NHS) with an
they require replacement (1). The American Society of             estimated cost of $50 million and bridge projects exceed-
Civil Engineers (ASCE) suggests that nearly $4.6 trillion         ing $40 million (5). This mandate is created to motivate
is needed by 2025 for this purpose (2).                           state departments of transportation (DOT) to apply VE
    In the past three decades, substantial implementation         practices to their projects and, thus, achieve the best
of value engineering (VE) has been embraced in con-
struction and engineering applications to promote value
(3, 4). VE is a systematic planning process that has been         1
                                                                   School of Engineering, Monash University Malaysia, Darul Ehsan, Malaysia
proven to enhance the quality of projects and optimize            2
                                                                   Division of Bridge Engineering and Infrastructure Management, New
their full value for societal growth through developing           Jersey Department of Transportation, Trenton, NJ
                                                                  3
informed decision making. In 2019, approximately 800               Department of Civil and Environmental Engineering, University
                                                                  Technology Petronas, Seri Iskandar, Malaysia
approved VE transportation-related recommendations
for federal infrastructure projects were reported. These          Corresponding Author:
recommendations collectively resulted in cost savings of          Ahmad A Mousa, ahmad.mousa@monash.edu
2                                                                                        Transportation Research Record 00(0)
value and minimize the life-cycle cost (LCC). However,           dictated by the set marine navigation clearance and the
the application of VE processes is fairly limited, at less       touchdown elevations at the abutments. Combinations
than 7% of the total highway construction spending               of superstructure and deck alternatives were investigated
($4.6 trillion) estimated by ASCE (2, 6). Additionally,          to determine the most economical span configuration.
there is only limited dissemination and implementation           The pertinent performance and sustainable criteria in the
of the techniques and results of VE studies which hinders        VE analysis were set to avoid or minimize the potential
knowledge transfer in transportation projects (7, 8).            environmental damage associated with building the pro-
   Fully embracing VE analysis in bridge design could            posed bridge. This includes a selection of more sustain-
enhance decision making and ensure high-quality con-             able construction materials, reducing the footprint of the
struction. VE involves function analyses to determine the        structure, the number of piers, shortening the construc-
cost effectiveness of the proposed alternatives and subse-       tion schedule, reducing the risk of marine vessel collision,
quently their feasibility. This is attempted by meeting or       improving aesthetics, optimizing the durability of the
exceeding the required functions of a project at a mini-         structure, and reducing the frequency of maintenance.
mum cost (9). In this context, value improvement is
achieved by promoting the function (performance) or
reducing the cost, or both (10–12). The process can effec-       Project Description
tively integrate the sustainability attributes into the          A long bridge is proposed to provide a direct link
design phase and construction activities. Sustainability         between the cities of Carteret Boro, Middlesex County,
aspects related to bridge projects include emissions,            and Linden, Union County, as well as the New Jersey
energy efficiency, waste minimization, air and water             Turnpike (NJTP) (Figure 1). The bridge connects to the
quality, recyclable and renewable materials, durability,         entire eastern seaboard via the interstate network. This is
disposal aspects, low LCC, and user comfort.                     expected to enhance the current and future traffic condi-
   It is the authors’ experience that the current VE appli-      tions in the metropolitan region and ultimately improve
cation to bridge design selections is generally ad hoc with      regional economic development in northern New Jersey.
a salient subjectivity or preset strong preference. It is also   The proposed Tremley Point Connector Bridge in New
the authors’ observation that the common VE practice             Jersey consists of a 1.1-mi-long roadway crossing the
lacks the integration of societal benefits, sustainability,      Rahway River. The Rahway River is a navigable river
and economic aspects into a systematic decision-making           used for commerce regulated by the United States Coast
tool for selecting the most viable bridge design. This           Guard (USCG). The marine traffic in the area consists
study attempts to fill the knowledge gap in using VE for         of seasonal use leisure vessels such as cabin cruisers,
bridge design to support optimal decision making. A              small motorboats, canoes, paddleboats, and sailboats
robust multi-criteria VE methodology involving LCC               (13). The intended bridge is located approximately
analysis was carried out for an intended major bridge            2,500 ft east of the NJTP which is a 122-mi-long express-
project in New Jersey, USA. Key technical and sustain-           way with a traffic count of 261 million vehicles, including
ability performance aspects of bridge design alternatives        35 million commercial vehicles in 2019 (14).
were considered in the VE analysis. A full preliminary              The bridge cuts through a heavily industrial area
design of the superstructure was performed for all gener-        adjoining the ports of New York and New Jersey with
ated bridge alternatives, which included a variety of steel      large container terminals, Newark Liberty International
and concrete bridge systems. The design and analysis asso-       Airport, and warehousing along the New Jersey coast.
ciated with each alternative in this study exceed the typical    With more than $17.8 billion annual revenue (13), the
level of detail required for VE purposes. The proposed           ports of New York and New Jersey are the largest ports
methodology used in this study is rigorous yet simple and        on the east and gulf coasts and the third largest nation-
is a convenient way to support unbiased design decisions.        wide. Approximately 400 acres of wetland and undeve-
As such, it is usable by engineers, researchers, and equally     loped brownfield areas on Tremley Point were identified
by governmental and private top management.                      as suitable locations to expand the existing distribution
                                                                 network within the vicinity of the port. The project will
                                                                 eliminate current and future heavy truck traffic from
Scope and Criteria
                                                                 South Wood Avenue, away from the nearby commer-
The scope of VE analysis in this study is limited to the         cial and residential communities. Moreover, the bridge
deck, superstructure, bearings, parapets, and wearing            provides a primary means of ingress to and egress
surface. The alignment and bridge geometry were main-            from the northern region of the project. This includes
tained in all alternatives to the extent practicable.            tanker trucks from the refined petroleum facilities to
However, the profile and grades of the bridge were               enhance safety and allow secondary access during
adjusted as needed to meet the vertical clearances               emergencies.
Mousa et al                                                                                                                           3
Figure 1. Project location and the proposed Tremley Point bridge alignment connecting the cities of Carteret and Linden after (13).
Figure 2. Value engineering (VE) process with key activities for    Estimated Cost and Budgeting. The estimated total cost of
this study.                                                         the structural construction of the PPA is $132.5 million,
Note: LCC = life-cycle cost.                                        which includes the superstructure, substructure, and
National System of Interstate and Defense Highways (5).        reinforced deck. Alternative V2 consists of precast pre-
The federal limit is 80, 20, and 34 kips for gross vehicle     stressed HPLWC Deck Bulb-Tees (DBT) with an 8-in.-
weight (GVW), single axle weight, and tandem axle              thick deck with 0.5 in. deducted for long-term wear.
weight, respectively. Permits are usually required for         Alternative V3 consists of six prestressed HPLWC
vehicles exceeding the required GVW limits of 80 kips          Florida-I Beams (FIB) and decks with span lengths rang-
for non-divisible loads in New Jersey (21). Moreover,          ing between 164 and 218 ft. The AASHTO-PCI Bulb-
permits and escort vehicles are usually required for vehi-     Tees for Alternative V4 allows for a maximum span
cles exceeding 120, 16, and 16 ft in length, width, and        length of 198 and 163 ft for end and center spans, respec-
height, respectively (21). The project site is located adja-   tively. The girder spacing, web depths, and span length
cent to NJTP/I-95, which provides connectivity to most         configurations were optimized to provide the best
NJ highways and interstates roads. The Rahway River            weight-to-span ratio for Alternative V5. Type V and
flows toward the Raritan Basin along the Atlantic              Type VI were found to be the most practical beams for
Ocean. As such, barge transportation is considered a           this alternative. Type VI was selected to reduce the num-
viable alternative during construction given that specific     ber of spans and consequently provide savings in the
navigation permits are not required for oversize or over-      substructure. The bridge has a maximum span length of
weight transportation (22). Additionally, shipping the         168 ft. Alternative V6 uses Nebraska University 79-in.
girders by rail was found to be a feasible option because      deep (NU2000), which provides a longer span while
of the proximity of the Conrail tracks to the project loca-    maintaining the same depth compared with other types
tion. The overweight and oversize impacts have been            of I beams.
accounted for in the cost analysis.
                                                               Life-Cycle Cost
Design Alternatives
                                                               To set a basis for comparison between design alterna-
Shortlisting viable bridge system alternatives can further     tives, the LCCA was conducted to convert the future
enrich decision making. In light of the aforementioned         expenses throughout the life of the bridge for each alterna-
considerations and requirements, the team proposed and         tive into 2020 dollars as net present value (NPV). LCCA
prescreened eight alternatives in this phase (Table 1).        in this study includes the initial construction and opera-
Similar design ideas were combined to eliminate redun-         tional (inspection, preservation) costs over 100 years (19).
dancy. The structural configurations of the generated          Figure 7 depicts the breakdown of the total operational
alternatives for evaluation and development are summar-        cost including the cost of preservation and inspection. The
ized in Table 2. The cost breakdown for the initial            miscellaneous items include cleaning scuppers and pipes,
construction of the proposed alternatives is shown in          lane closures, cleaning drainage structure, parapet, and
Table 3. Further details about the proposed alternatives
                                                               balustrade crack sealing concrete parapet repair.
are available in the supplemental material.                       Routine inspections of a bridge are typically per-
                                                               formed at intervals not exceeding 24 months; an average
Preferred Preliminary Alternative (PPA). Using PPA as a base   of 20 months was assumed for the purpose of this study
for comparison, the process involves eliminating low-          (23). Underwater inspections in NJ are typically per-
potential, unrealistic and impractical solutions. The          formed on a 48-month (no more than 60-month) cycle.
design of the drilled shafts is governed by the structural     The inspection cost factored in the number of substruc-
capacity and lateral deflection. The changes in axial load     ture elements, bearings, girders, and the overall deck
associated with the alternatives will, therefore, have very    area. Extended periods between maintenance cycles usu-
little impact on the pile design and cost. The increase in     ally yield an uneconomical and accelerated level dete-
the axial loads on the abutments and piers for the alter-      rioration in the long term.
nate designs were limited to 10% and 15%, respectively,           A full deck sweeping is assumed to be implemented
to provide a comparable design for the substructure and        once a year throughout the life of the bridge. This rela-
foundation (drilled shaft). The alternatives are developed     tively high frequency is anticipated given the high traffic
further and presented in the next phase.                       volumes in NJ. Deck power washing along with deck
    Alternative V1a offers a 20% reduction in dead load        joints will commence at year 7 and will be regularly per-
using high-performance lightweight concrete (HPLWC)            formed at two-year intervals thereafter. Seasonal activi-
deck and parapets. Steel grid deck system decks for            ties, such as deck sweeping, debris (trash, litter, and dead
Alternative V1b and Alternative V1c provide a superior         animal) removal, snow removal, and deicing chemicals,
strength-to-weight ratio, while HPC and HPLWC steel            are also included in the cost.
grid deck system decks reduced the weight by 37% and              PPA and all proposed V1 alternatives are made from
45%, respectively compared with the conventional HPC           uncoated weathering steel (UWS) superstructures.
8                                                                                                        Transportation Research Record 00(0)
Note: HPC = high-performance concrete; HPLWC = high-performance lightweight concrete; PCI = Precast/Prestressed Concrete Institute.
    Table 2. Structural and Geometrical Configurations of the Eight Alternatives as Compared with Preferred Preliminary Alternative (PPA)
    Note: HPC = high-performance concrete; HPLWC = high-performance lightweight concrete; Max. = maximum; PCI = Precast/Prestressed Concrete Institute; PSF = Pound Per Square foot; NWC =
    normal weight concrete; na = not applicable.
9
10                                                                                               Transportation Research Record 00(0)
Table 3. Cost Breakdown (by Category) for the Project in USD (in Thousands) for all eight Alternatives versus Preferred Preliminary
Alternative (PPA)
Bearings                            2,020          1,680     1,340       880     2,420      1,540       1,610       2,650       1,760
Construction engineering           10,080          9,430     9,500     8,790     8,440      8,640       8,320       9,360       8,140
Deck                               10,620          9,840    16,540    22,110       800     10,240      10,240       9,940       9,840
Drainage                              630            530       460       420       580        640         640         680         660
Foundation                         24,980         21,940    18,580    16,330    24,190     24,980      26,090      27,190      25,250
General                            14,160         13,330    13,320    12,420    12,090     12,420      11,980      13,340      11,830
Joints                                520            440       360       300       500        550         580         570         500
Parapet                             2,280          2,400     2,280     2,400     2,400      2,400       2,280       2,280       2,280
Substructure                       19,300         16,790    13,950    12,160    15,390     19,460      20,670      21,140      19,600
Superstructure                     31,170         31,070    32,080    23,450    28,060      1,658      10,250      19,250      11,200
Utility                            12,250         11,700    11,770    11,160    10,870     11,040      10,720      11,850      10,620
MPT                                 1,480          1,380     1,390     1,280     1,220      1,260       1,200       1,370       1,180
Othersy                             2,970          2,760     2,780     2,560     2,450      2,510       2.390       2.740       2.350
Total#                            132,500        123,290   124,360   114,260   109,410    112,260     106,970     122,340     105,210
shallow concrete overlay and diamond grinding of HPC                              included. As shown in Figure 8, the LCCA presents the
and HPLWC deck would provide the most economical                                  relative total cost of the investigated alternatives in com-
solution. At year 72, New Jersey DOT Type B and C                                 parison to the PPA using NPV. The total LCC (based
deck repairs to 25% of deck area are assumed, excluding                           on 100 years) for the PPA design is $136.5 million at
deck bulb-tee girder alternative. On the other hand, deck                         NPV. The estimated LCC values for some alternatives
replacement for steel grid deck system alternatives (V1b,                         (e.g., V2) have shown a measurable increase at years 45
V1c) is not anticipated. This deck type was found to be in                        and 65 at which major maintenance takes place for the
extraordinary condition after more than 88 years of ser-                          substructure and superstructure, respectively. It is impor-
vice (26, 27). However, it conservatively assumed that                            tant to note that despite this, all proposed alternatives
this deck will require hydro removal of the concrete and                          have consistently shown lower LCC estimates than those
a 1–1.5-in.-thick concrete overlay placement at year 60.                          of PPA over the 100-year period, though this does not
For concrete superstructures, it is anticipated that                              automatically warrant a higher value. This requires eva-
restoration, patching, repairing, and sealing will be                             luation of the performance as will be discussed next.
required at year 65. Prestressed girder bridges typically
have a lower life-cycle cost and require minor mainte-
                                                                                  Value for Decision Making
nance throughout their life (28). The restoration of scour-
ing countermeasures is assumed at 20-year increments.                             The best alternative(s) that can achieve the project func-
The frequency of rehabilitation is typically controlled by                        tions is identified as the one that can minimize cost (e.g.,
increased user cost, project duration, complexity, and                            resources, energy, and material) and maximize perfor-
cost.                                                                             mance (e.g., environmental impact). This can be mathe-
    The LCCA extends to 100 years, including five years                           matically captured using the value index (VI), defined as
of construction. The discount (interest) rate has a great                         the ratio between quality (performance) and cost (29):
impact on the economic efficiency of the analysis.
Despite that, the analysis is based on a 95-year service                                                        Performance
                                                                                                         VI =               3 100         ð1Þ
and includes the five years of construction, the service                                                            Cost
life is expected to be 120 to 150 years with the suggested                        The procedure is conducted systematically using the
routine and periodical maintenance. Therefore, demoli-                            analysis matrix shown in Figure 9. It is important to note
tion, replacement, disposal, and salvage values were not                          that the criteria and weights in this procedure were set
12                                                                                            Transportation Research Record 00(0)
Figure 9. Weighted evaluation matrix (WEM) for the considered alternatives (100-year LCCA at present value).
Note: LCC = life-cycle cost; LCCA = life-cycle cost analysis.
through detailed discussions within the evaluation team            repeated for all alternatives. To enhance judgment and
to enhance objectivity. Both criteria and weights are              minimize bias, the evaluation team has conducted
dependent on the project’s specifics and the owner’s per-          detailed brainstorming sessions to agree on the relative
spective and priorities. The set criteria for performance          importance of the set criteria. Similarly, the team has
(value) capture non-monetary aspects including environ-            based their scoring for the alternatives on quantitative
mental impact (EI), constructability (CON), schedule               technical input/parameters (e.g., span length, superstruc-
(SC), road user impact (RU), material savings (MS),                ture weight). For example, the longest span bridge (few-
load efficiency (SE), operational performance (OP), and            est piers) received the highest score. The dual symbol in
the likelihood of acceptance (LOA). Accordingly, the               the matrix is indicative of the relative importance of the
optimum alternative is the one that receives the highest           criteria with respect to each other. For example, MS was
VI. In this technique, the value of a generated alternative        judged as important as EI, SC, and RU. However, it was
is compared against that of the PPA.                               considered less important than CON.
    As shown in Figure 9, the considered alternatives are             Alternative V1c can provide a high-quality solution as
listed below the non-monetary criteria. Each alternative           it was given a very high rating (4 or 5 points) in many cri-
is rated against all others using a five-point Likert score        teria (EI, CON, SC, MS, LE, and H). Conversely, alter-
from 1 (poor) to 5 (excellent) (10). The function point for        natives V2, V3, and V4, with many low scores (1 to
each alternative is the weight of the function multiplied          3 points) are expected to provide less quality. It is impor-
by the score of this alternative for this specific criterion       tant to note that the product of the criteria importance
(e.g., material saving). The total quality (performance)           (weight %) times the score for the alternative decides the
points for each alternative are the sum of the points that         quality points an alternative can receive in any given cri-
the factors A through H receive (sum of the row). This is          teria. The sum of the quality points is what finally gives
Mousa et al                                                                                                                              13
Unlike casual VE practices used for bridges, the pro-          thumb commonly used to estimate value. Subjectivity
posed decision-making methodology uniquely incorpo-            and personal judgment can be offset by exercising
rates detailed aspects of bridge design, inspection,           balance in the background and expertise of the VE
construction, and maintenance with a strong emphasis           evaluators. The technical strength of the participants as
on the use of building materials, waste minimization,          well as a reasonable level of detailing in design are
and sustainability metrics, including environmental,           necessary for meaningful VE analysis.
social, and economic impacts. Despite the somewhat
project-specific nature of the VE analysis conducted, the      Sustainability Dimension. The use of sustainability is a com-
adopted method is simple, systematic, and versatile            plex issue that requires a more comprehensive criterion.
enough to include resiliency and more sustainability           The incorporation of sustainability in VE encourages
aspects in the brainstorming stages of VE. Project func-       more sustainable construction by offering additional
tions were methodically identified and further validated       credits or points to materials that meet certain
using the FAST technique. The VE analysis herewith             requirements—for example, minimum content recycled
integrates the environmental impact and material selec-        or recyclable, natural or renewable materials including
tion into the design process and assessment of bridge          the environmental impacts to produce and transport of
performance. Embracing sustainability in the VE process        the material. Bridge engineers are typically oblivious to
aids transportation projects to be more environmentally        the importance of the environment, sustainability
just and ensures cost-effectiveness. Most of the bridge        aspects, and conservation of natural resources. They are
structural systems considered in this study are quite com-     by default concerned with technical aspects of the struc-
mon; thus, the results could be broadly applicable.            tural design. In this context, sustainable bridge design
   LCCA was conducted for typical bridges with prelimi-        merely abides by the required environmental permits and
nary but detailed design, including common preservation        adheres to current regulations.
and inspection activities. The design aspects that contrib-
ute to performance were objectively set upfront to esti-       Decision-making Culture. The cost and effort in conducting
mate value using WEM. While the selected criteria and          VE are intuitively offset by the increase in value, which
the setting of their relative importance for WEM may           should encourage stakeholders to embrace VE for bridge
appear subjective, this method is more rigorous than ad        design. It is imperative for decision makers to distinguish
hoc methods and rules of thumb commonly used to esti-          between value and cost in assessing alternatives. Value is
mate value. The use of WEM has shown that the optimal          a measure of worth and observing the return on invest-
bridge design is not necessarily PPA. As such, this VE         ment. Value and worth are often perceived as relative
methodology can ultimately push the boundary of practice       terms subject to the liking and interest of the decision
and ensure more conformity with modern VE implementa-          makers and the nature of the project. In this context,
tion in civil engineering. The findings of the proposed        value is typically captured or perceived as a direct mone-
analysis provide a framework for further research on the       tary gain in a given project. The dollar amount of the
impact of VE, especially in the field of bridge manage-        environmental and ecological impact, resource depletion,
ment. Additional case studies—with more bridge systems         aesthetics, and quality of life (e.g., road user cost, noise)
and in other regions—should be conducted to further sup-       is often unaccounted for or given disproportionate atten-
port the findings of this study. The following, however,       tion. As such, a balance needs to be maintained between
summarizes a realistic perspective for VE implementation       the economy, environment, and society for changing
in bridge design and potential barriers.                       business cultures and engineering practices (31). Rigid
                                                               design schools and favoritism are also responsible for the
VE Methodology and Tools. The current use of VE in bridge      limited versatility in bridge designs, particularly resis-
design is apparently modest and suffers from some              tance to use alternate sustainable materials (e.g., LWC).
inconsistencies. For example, the present VE practice in       This is typically coupled with a lack of appreciation and
the USA is limited to the conceptual design of bridges         understanding of VE potentials.
(i.e., alignments, roadway, etc.). This is attributed to the
VE analysis being performed in the concept development         VE Implementation for Bridges. The VE process is generally
phase, which typically excludes structural design and          not used to its full potential (only 7% of the total trans-
operating conditions. Like many other structures, bridge       portation spending in the USA). Federal legislation
design and construction have experienced irregularities        requires the application of VE to projects greater than
and anomalies in the decision-making phase. While the          $40 million. State DOTs followed the federal guidelines
selected criteria and the setting of their relative            and negated VE implementation for smaller transporta-
importance for WEM could be subjective, this method is         tion projects. For instance, the authors estimated that
more rigorous than the ad hoc methods and rules of             the transportation projects in NJ under $40 million
Mousa et al                                                                                                                     15
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