Revision Date:

Field Manual
07/22/2016
Procedure 3.5: Project Start-up and Closedown Revision Number:2.0

1. Purpose and Scope:

1.1. This procedure provides links to project start -up and closedown policies and
procedures located in the DAI Washington (DAI/W) Operations Manual.
1.2. The purpose of this procedure is to provide field staff with information on
project start -up and closedown and the roles and responsibilities of the
individuals involved in these processes . The policies and procedures
addressing start -up and closedown may be needed by field teams when field
staff are involved in start -up and closedown activities.
1.3. The Start-up and Closedown sections of the DAI /W Operations Manual include
policies, procedures and work instructions designed to ensure projects are
set-up and closed-out consistently according to DAI best practices and in
compliance with contractual requirements . Start-up and closedown policies
and procedures must be followed by both DAI /W and field staff.

2. Roles and Responsibilities:

The roles and responsibilities of all actors involved in project start -up and closedown
are described in detail in the start -up and closedown policies contained in the DAI /W
Operations Manual. (See links below)
The Start-up Systems Manager and Closedown Manager are responsible for assigning
roles and responsibilities during start -up and closedown and for coordinating the
participation of local staff with the Project Manager and Chief of Party .

3. Reference Information:
Project Start-up Project Closedown
Policy 3.0 Governing Policy on Project Startup Policy 8.0 Governing Policy on Project
Closedown
Procedure 3.1 Pre-award Preparations Procedure 8.1 Contractual Closeout
Procedure 3.2 Pre-departure Actions Procedure 8.2 Financial Management in
Closedown
Procedure 3.3 Post-departure Actions Procedure 8.3 Personnel Management in
Closedown
Procedure 3.4 Contracts in Startup Procedure 8.4 Inventory Management at
Closedown
Procedure 3.5 Finance in Startup Procedure 8.5 IT Closeout
Procedure 3.6 Personnel in Startup Procedure 8.6 File Retention & Shipping
Procedure 3.7 IT in Startup Procedure 8.7 Technical Activity Finalization

Proprietary and confidential information for use by DAI and project staff only. Not for outside distribution.
The electronic version of the manual on a project's TAMIS is the official version and takes precedence over any other copy.
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 Procedure 3.8 Procurement in Startup Procedure 8.8 Grant Program Closeout
Procedure 3.9 Security in Start -up Work Instruction 8.1 Closing Project Bank
Accounts
Procedure 3.10 Establishing Project Bank Work Instruction 8.2 Coding Costs Incurred
Accounts after Project End Date
Work Instruction 3.1 Startup Team
Composition
Work Instruction 3.2 Project Registration
Work Instruction 3.3 COP Orientation
Work Instruction 3.4 How to Choose an ISP
Work Instruction 3.5 Tips for Rapid
Deployment
Work Instruction 3.6 Field Operations Manual
Customization
Work Instruction 3.7 Handling Immediate
Cash Needs
Work Instruction 3.8 Temporary Bank Account
Considerations
Work Instruction 3.9 Convenient Card
Management

4. Recordkeeping:
The records that must be maintained during start -up and closedown are
detailed within the respective documents listed in the table above ; they are not
outlined in detail in this procedure .

5. Guidance:

This section describes guidance to aid in the understanding and implementation of

these instructions and does not include mandatory requirements .
5.1 No additional guidance

6. Tools, References, and Forms:

The following tools and references (work instructions, guides, templates, DAI/W Ops
Manual documents, etc. are referenced throughout this procedure ):

UID for this form: 23005C3A59

Associated Change orderCO-0256

Proprietary and confidential information for use by DAI and project staff only. Not for outside distribution.
The electronic version of the manual on a project's TAMIS is the official version and takes precedence over any other copy.
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Inherited UID From the draft: DB003DB6CF
Section Name: Project Compliance

Proprietary and confidential information for use by DAI and project staff only. Not for outside distribution.
The electronic version of the manual on a project's TAMIS is the official version and takes precedence over any other copy.
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