Engineers Without BordersUSA

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EWB-USA Project Processes By Tammy
Wergin Note This presentation will be posted on
the website
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EWB-USA Projects

• This shows our project growth.
• The average student project has approximately
  12-15 volunteers and travels with at least 1-2
  professionals and 3-5 students.
• Assessments are usually 4 people
• Implementations vary from 4-8 people
• The average cost of a project ranges from
  15,000-35,000.
• Affect the lives of over ½ Million people
  worldwide

Assessment Implementation Trips
Number of Projects
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EWB-USA Projects
EWB-USA Projects

• Over 250 projects as of September 2007
• Projects in 43 Countries (in red)

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TAC Liaisons

• What is the TAC?
• The TAC stands for the Technical Advisory
  Committee.
• It is comprised of professionals with various
  backgrounds in water, sanitation, construction,
  energy, health, education, and more.
• There are currently 4 regional TACs that will
  grow to 6 this spring.
• Why do we have the TAC?
• They provide the QA/QC for all EWB-USA projects
• One poor project can jeopardize all other EWB-USA
  projects (funding, reputation)
• Country Liaison
• Provides consistent communications to facilitate
  information exchange amongst teams working in a
  specific country

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EWB-USAProjectProcess
Submittal of Application (For initial and all
subsequent projects)
Progress Report to EWB-USA
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Acquiring a Project

• Two ways for a chapter to acquire a new project
• Chapter submits a NEW project application
• The chapter learns of a project and would like it
  to become an EWB-USA Project
• The chapter submits a Project Application (501)
  to EWB-USA
• The Project Application is reviewed by a
  component of the TAC called the ARC (Application
  Review Committee)
• Chapter applies for an OPEN project
• An NGO or community submitted a Project
  Application directly to EWB-USA
• This approved, open project is posted on the
  EWB-USA website for adoption
• Chapters wanting open projects must submit a
  Chapter Application (502) to EWB-USA
• Chapter should not start on an EWB-USA project
  until they are officially signed the project.
• This includes Fundraising. If the project is
  declined, the funds would have to be returned.

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Submittal for Site Assessment

• Chapter submits
• 507 Part A - General Info
• 507B with waivers health forms (605 608)
• Review Process
• EWB-USA project staff reviews the presentation
• A conference call is conducted with the chapter
  to discuss the project
• Let us know what happened - submit 507 C

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Submittal for Implementation

• Chapter submits
• 507 Part D with waivers insurance forms (605
  608)
• Review Process
• EWB-USA project staff reviews the presentation
• A conference call with the chapter is conducted
  to discuss the project and the presentation
• A presentation is presented to the TAC either in
  person or by phone.
• There is a chance the design may not be approved!
  Chapters should not purchase Tickets until they
  receive approval
• Let us know what happened - submit 507 E

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Travel Resources

• Project Managers, TAC members and other trained
  professionals have made tools to make help
  chapters understand what to look for and how to
  design successful projects. These are to help
  you and hopefully not overwhelm you!
• Things to consider
• Site Assessment Checklist
• Helps to outline what information to collect.
  Divided into sections, water, construction etc
• Baseline Health Assessment This is a
  requirement for all projects.
• Engineering projects affect health and this
  metric of information will help you to measure
  your impact in the community.
• i.e. We reduced gastrointestinal problems by 50
  by installing a slow sand filter.
• Travel Readiness Checklist
• Logistical checklist
• Travel Tips Presentation
• Safety information for traveling overseas
• Personal Health Checklist
• Each travel member fills this in and gives it to
  the health point person to take along on the
  trip. Do Not send to EWB-USA!
• Recommended Medical Kit contents
• Emergency Information Sheet for the travel team.
  Provide copies for everyone traveling.
• Receipt Form
• We must have receipts for everything!

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After the Trip

• Reimbursing through EWB-USA
• We need RECEIPTS!!!!
• We must account for ALL funds with receipts.
  Therefore, if you cant get a receipt from your
  vendor, write one on a scrap of paper and have
  the VENDOR sign the piece of paper.
• We will not reimburse projects that were not
  approved by TAC.
• All non-profits must go through an audit each
  year and we must account for every dollar spent.
• Submit receipts to EWB-USA for reimbursement
  using the 506 report format.
• We only reimburse up to what is in your account!
  We only reimburse for approved trips and travelers

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Questions?

• Project Coordinators
• Tammy Wergin Tammy_at_ewb-usa.org
• Colleen OHolleran colleen.Oholleran_at_ewb-usa.org
  

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Project Process Design

• Other things to remember
• Community
• Take time to visit with your community.
  Community relations are important to a successful
  project. Dont just focus on the technical
  aspects! Plan to participate in dinners, tours,
  welcoming ceremonies etc.
• Make sure to discuss designs with the community
  and continue to discuss changes with them once
  youre back in the USA.
• Focus on helping them come up with a design, not
  providing a solution for them.
• Education
• Education is a large part of working with our
  communities!
• Prepare training materials
• Logistics
• Check on customs regulations before
• transporting any expensive equipment or
• materials