Group of Eight Australia
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Module 8: Project Closeout

Topic 2: Project closeout compliance requirements

Generally project closeout steps are heavily biased towards meeting funding agency requirements. These are usually well described in the Deed of Agreement or Funding Agreement of the granting agencies. However, there are additional requirements that need to be met at closeout that relate to the employment contracts of project staff and these require knowledge of the relevant university policies and employment legislation. In addition, university IP management policies and rules on publishing research results need to be well understood in order to not jeopardise the possibility of future commercialisation of research outcomes.

This topic focuses on the essential compliance items that every research leader needs to address when completing a research project.

Learning outcomes

After completing this module you should be able to:

  • Describe the key obligations of a researcher in closing out a project, particularly with regard to finances, assets and people
  • Explain the common issues caused by incorrect project budgeting for staff and resources
  • Develop a project closeout template that addresses the requirements for records management and access to records for closed projects
  • Describe the obligations regarding intellectual property and publication at the end of a project

Topic content

Read the following notes.

2.1 Implications of not meeting project closeout compliance requirements

2.2 Client/sponsor obligations management

2.3 Reporting obligations

2.4 Acquittal of assets and materials

2.5 Acquittal of confidential information

2.6 Publications

2.7 Higher degree research students

2.8 Indemnity and insurance

2.9 Managing project staff

2.10 Financial data management

2.11 Data management

2.12 Intellectual property management

 

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