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Field Assessment Guide for Community Projects

A comprehensive guide for conducting project assessments, identifying resources, managing budgets, coordinating efforts, and closing out projects successfully. Includes step-by-step instructions and tips.

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Field Assessment Guide for Community Projects

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  1. PROJECT ASSESSMENT “A GUIDE FOR CONDUCTING PROJECT ASSESSMENT” Presented by Chavez John

  2. PROJECT ASSESSMENT • Identify the project • Identify your resources (partners, stakeholders, etc.) • Identify the client listing • Identify what type of work • Force Account • PEP • Electrician • Determine the Budget • Materials • Equipment

  3. IDENTIFY THE PROJECT • Review Project Description or Scope of Work • Schedule • Budget • Reporting • Project Close Out

  4. IDENTIFY RESOURCES • Chapters Officials and Staff • Utility Company • Matching Agencies • CIO • others

  5. Field Assessments • Visit each homes identified for verification • Determine the Condition of home • Verification of residence • Layout of existing home • Complete housing data • Status of bathroom addition or housewiring

  6. BATHROOM ADDITION OR HOUSEWRING • Determine the dimension of homes • Develop schematic plan of existing home • Draw out the plan for bathroom addition or housewiring • Get status of housewiring • Develop material listing

  7. COORDINAITON • Identify the amount of Funds Available • Finalize Client Listing • Determine deletion/additions • Project Schedules

  8. Project Planning • Determine the budget. Sources and responsibility • Identify realist Start and completion Date • Schedule a Team meeting • Determine type of Labor • Request for technical assistance • Review timeline on a monthly basis • Compare timelines to reports

  9. LABOR • Determine type of labor • Force Account • Contract • PEP

  10. PROJECT BUDGET Funding Sources Responsibility Scope of Work Project Schedule Budget Details

  11. Reporting • Conduct Coordination Meeting • Foreman submit weekly or biweekly reports • Report to the funding sources • Report to community membership • Keep a Project Folder • Request for monitoring report • Analyst report on problem areas

  12. Project Close Out • Prepare a close out report • Number of families served • Describe the completed project • Financial Report • Ensure all invoices (bills) are paid • Report to community membership

  13. DEDICATION • CELEBRATE • FOOD • DOOR PRIZES • ENTERTAINMENT • FUN

  14. Technical Assistance • CDBG Non Profits • CIP Community Colleges • AML Universities • DES Community Organizations • SWMP Housing Services • NTUA Web • I.H.S

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