Faculty & Staff

In the case of international projects that have had major ongoing operations, a written plan should be drafted for the close-out process to ensure that all aspects are handled in optimal ways. The plan should include:

1. Introduction – The overall timeframe for the close-out and a summary of the management plan
2. Programs – The strategy for phasing out or over each major activity that the field office has
3. Personnel – Specifics about how and when staff will be laid off or transitioned to partner organizations or transferred to other projects; proposed special benefits or compensation
4. Finance – Timing for paying all outstanding expenses, closing bank accounts, terminating services and contracts, and conducting a final audit, if necessary
5. Grants/Contracts – Details on closing out grants/contracts, especially if close-out will occur prior to the end-date of existing grants, cooperative agreements, or contracts
6. Subawards – Details on closing out subawards, including how and when subrecipients will be notified and how they will be supported through the close-out process
7. Operations – Descriptions of any major operational issues for which planning is important

The table in the Activities section provides a listing of some of the required activities and may form the basis of a close-out workplan.