Horisont 2020 - Financial Rules and Reporting


Torsdag 27.juni kl.09.00 - fredag 28.juni kl. 15.30


Forskningsrådet, Drammensv. 288, Lysaker, møterom Frisch 1 & 2



Passer for:

Forskere, rådgivere, prosjektledere


Ingen kursavgift, men vi tar et gebyr på kr.1.000,- for no-show


20. juni 2019

Om arrangementet

Forskningsrådet tilbyr et to-dagers kurs for de som ønsker å få det fulle bildet av retningslinjene for Horizon 2020 Financial Rules, og hvordan tilpasse disse til regnskapssystemet, fra budsjettering via intern økonomistyring til kostnadsrapportering til EU.

Kurset holdes på engelsk, og her følger en mer detaljert beskrivelse:

The 2-day programme includes:
 Introducing the Horizon 2020 financial rules from the very basics to the most advanced issues using a hands-on, real-life approach.
 An advanced workshop on financial reporting, where participants are receiving a package consisting of timesheets, salary slips, invoices, contracts, per-diem certificates and mission reports for a virtual H2020 project. They will then have to calculate the eligible costs and submit a financial statement
 Hands-on discussion on how financial issues shall be handled during reporting, including deviations, errors or other bottlenecks

Training course outputs:
 Learn everything about the financial rules of H2020 - find out what is new, what has changed and how to get the most out of your budget.
 Participate in Europa Media's well-known Financial Reporting workshop and prepare your financial statement (Form C)

Prerequisite: None



09:00 – 09:30 Event opening

09:30 – 11:00 Hitchhiker’s Guide to the Financial Rules of Horizon 2020 Part 1: The Basics

Detailed introduction to the financial rules of H2020 with real-life examples:
• Basic facts
• Importance of the budget and of the resources
• Cost vs Price principle
• Basic financial principles in theory and practice
• Form of Grants, Forms of Costs
• Eligible and non-eligible costs with comparison and all exceptions
• Direct and indirect costs
(11:00 – 11:15 Coffee break)

11:15 – 12:15 Hitchhiker’s Guide to the Financial Rules of Horizon 2020 Part 2/1:
The Practicalities
Introducing the cost categories
• Personnel costs calculations – showing the possible ways:
• Employees and other employment contracts
• Financial-year based vs monthly-based calculation
• Number of productive hours to consider
• Additional remuneration
• Bonuses, fringe-benefits and other complements
• Unit-based personnel costs calculation
• In-house consultants and seconded employees
• SME-owner rates
(12:15 – 13:00 Lunch)

13:00 – 14:30 The Hitchhiker’s Guide to the Financial Rules of Horizon 2020 Part 2/2:
The Practicalities
• Subcontracting and other third parties
• Travel costs, Consumables vs. Overheads
• Equipment and assets
• Internally invoiced items
• Indirect costs calculation

(14:30 – 14:45 Coffee break)

14:45 – 15:30 The Hitchhiker’s Guide to the Financial Rules of Horizon 2020 Part 3:
The Easy stuff
• Funding Rates
• Receipt calculations
• Guarantee Fund
• Certificates on Financial Statements, Certificate on Methodology, etc.
• Payments and Exchange rates


09:00 – 12:00 Workshop: Financial Reporting – Part 2
Introduction - Participants will prepare a financial statement for a virtual Horizon 2020 project, based on “dummy” invoices, salary slips, receipts and bills, time records and certificates, which are generated individually for each participant.

(10:30 – 10:45 Coffee break)

(12:00 – 12:45 Lunch)
12:45 – 14:00 Understanding the Financial Reports
Pragmatic approaches in reporting; Point-by-point assessment of the prepared financial reports: Format, content; overall principles, possible bottlenecks, what should and should not be included.
(14:00 – 14:15 Coffee break)
14:15 – 15:30 How to deal with Financial issues in the Periodic Reports
Step-by-step guide on how to report costs, deal with deviations, and internal allocation issues. Handling the EC requests for clarification, suspension of payments and other issues with hands-on approach.




Inger Nordgard