Water Services Trust

Fund
The Urban Projects Concept (UPC)
Role and Responsibilities of Field
Monitors

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Table of Contents:
Field Monitors
Why providing support through Field Monitors?
Roles and responsibilities of the Field Monitors
When and how should Water Service Providers
(WSPs) use the services of Field Monitors?

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The Field Monitors: Training &
Expertise
Field Monitors are professionals in different field
of experience and training:
Engineering
Finance
Sociology
They can be compared to the SOs (Support
Organisations) used by the (rural) CPC
(Community Project Cycle)
Field Monitors will provide technical support to
the WSPs facilitating the implementation of their
WSTF-funded projects

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The Field Monitors: Status within the
WSTF
Field Monitors (FMs) will sign a contact with WSTF
Field monitors are not employees of WSTF
Each project will benefit from the services of three (3)
Field Monitors
Each FM will get a specific number of days per project
or group of projects

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The Field Monitors: Roles and
Responsibilities
Field Monitors:
Are not responsible for implementation of WSTF-funded projects
Are expected to build capacity at WSP level (if required)
Are members of the Project Task Team
Provide advice to WSP staff responsible for the project
Facilitate various project activities
Monitor and report progress to WSTF
Report on problems (incl. irregularities) encountered to the WSP
and WSTF
Propose improvements in tools and concepts
Have a team leader
Have clear Terms of Reference provided by the WSTF

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The Field Monitors: Engineering
Engineering Field Monitors:
Facilitate preparation of work programmes
Participate in Site Meetings
Assist in scheduling of activities
Provide and explain technical drawings
Participate in coordination activities
Monitor progress and quality of works
Provide technical advise to WSP and Contractor
Report irregularities
Advice the WSTF on technical issues
Report on progress and challenges
Monitor the technical performance of the project
infrastructure during the (initial stages of the) project
operation phase

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The Field Monitors: Social
Social Field Monitors participate in:
The establishment of the Project Task Team
The data collection exercise
The design of the accompanying measure programme
Site identification (kiosks, public sanitation facilities)
Community mobilisation and sensitisation
The preparation and implementation of training programmes
Preparation of facility (kiosk, public toilet) management concept
Monitor the performance of project infrastructure during its
operation phase
Like their colleagues the Social Field Monitors They also:
Monitor progress
Advice the WSTF on the improvement of concepts & approaches
Report irregularities
Facilitate preparation of work programmes
Report on progress and challenges

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 The Field Monitors: Financial
Financial Field Monitors:

Assist in the preparation of the facility (kiosk, public toilet)

management concept
Strengthen WSP staff responsible for low income areas
(presence)
Monitor performance of the project (collection efficiency, etc.)
Improve computer skills of WSP staff (if needed)
Assist in the development of a customer care concept
Participate in the preparation and early stages of the operational
phase of the project (e.g. meter reading, billing)
Monitor progress and the operation performance of the project
infrastructure
Advice the WSTF (feedback from Field Monitors)
Report irregularities
Facilitate preparation of work programmes
Report on progress and challenges

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All Field Monitors:

The Terms of Reference (ToR) and reporting tools

provide details on the roles and responsibilities of the
Field Monitors

Did you know? Field Monitors are usually called FMs

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Tools the Field Monitors will Use:
The Field Monitors have the following tools &
equipment:
The ToR prepared by the WSTF
The reporting templates prepared by the WSTF
The toolkits (DVD-ROMs) prepared by the WSTF
Posters (How to use water, HIV/AIDS, Keeping kiosks
clean)
MajiData
Laptop computer + software
GPS device
Laser printer
External hard-drive & flash disk (for back-up &
security)
Flip charts and paper
Digital (GPS) camera 10
Thank You

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