Close-Out

Planning for close-out is important especially in the case where an international project has had any level of ongoing field operations. The aim is to ensure that all aspects are handled in ways that are legal, respectful, and most supportive of ongoing efforts in international health.

In the most positive situations, close-out is the natural conclusion to a project that has successfully achieved its programmatic and financial objectives. PIs and Country/Project Directors should therefore integrate “exit strategies” into project design and implementation.

The process should involve close collaboration with partner organizations in all stages of the process. Where project activities will continue, the PI and/or Country/Project Director should carefully plan how and when to transfer responsibility for their implementation to other entities.

One of the most difficult aspects of close-out is the impact on locally hired employees. Well before the close-out date, the PI and Country/Project Director should work with the Department Administrator and local legal counsel on the plan for the transfer and termination of staff.

The close-out must be carefully coordinated with the following offices of the University:

  • General Counsel
  • Restricted Funds
  • Human Resources
  • Research Administration
  • Treasurer