Horisont 2020 - Master of Finance and EC Audits

Når:

3. juni 2019 09.00 - 5. juni 2019 15.30

Hvor:

Norges Handelshøyskole, Bergen

Arrangementstype:

Kurs

Passer for:

Forskere, rådgivere, prosjektledere

Pris:

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

Påmeldingsfrist:

27. mai

Om arrangementet

Tre-dagers kurs i Bergen: Dette er det ultimate kurset for deg som er interessert i å få full og detaljert oversikt over alle finansielle sider ved Horisont 2020, fra budsjettering, rapportering av kostnader og til prosjektrevisjoner i regi av Europakommisjonen.

Dette kurset, som går over tre dager, inneholder:

  • En introduksjon til de finansielle reglene i Horisont 2020 – fra basis til de mest avanserte problemstillinger, med en praktisk vinkling.
  • En workshop på avansert nivå, hvor deltakerne får utlevert en pakke bestående av timelister, lønnsslipper, fakturaer, kontrakter og annet materiale for et virtuelt Horisont 2020-prosjekt. Deltakerne skal så kalkulere godkjente kostnader (eligible costs) og sende en finansiell rapport (financial statement).
  • Diskusjoner om hvordan finansielle problemstillinger skal håndteres i prosjektrapporteringen, inkludert avvik, feil og andre flaskehalser.
    En introduksjon til prosjektrevisjoner (audits), prosedyrer, hva som er hensikten med dem og hva som kan være potensielle risiki.
  • En workshop on prosjektrevisjoner. Deltakerne får en rolle som proskjektrevisor for en dag, og skal gjøre en revisjon av finansielle rapporter og komplett dokumentasjon av et EU-prosjekt.

Kurset blir holdt på engelsk.

Fra kursbeskrivelsen

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 and EC Audit workshops and prepare your financial statement (Form C) and simulate a real-life audit.
  • Discover the mistakes you made during the workshops and find out how to avoid making them again.

Prerequisite: participation on a Level 2 management course, or experience in H2020 financial reporting

Program

INDICATIVE AGENDA - DAY 1

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 – 14:00 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

14:00 – 14:30 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

(14:30 – 14:45 Coffee break)

14:45 – 16:00 Workshop: Financial Reporting – Part 1

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.

INDICATIVE AGENDA - DAY 2

09:00 – 10:30 Workshop: Financial Reporting – Part 2

(10:30 – 10:45 Coffee break)

10:45 – 12:00 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.

(12:00 – 13:00 Lunch)

13:00 – 14:15 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.

(14:15 – 14:30 Coffee break)

14:30 – 15:00 European Commission driven audits in theory
Technical and financial audits and reviews – how do they happen? What is the Beneficiaries’ and the Commission’s perspective: Pragmatic approaches in financial reporting

15:00 – 16:00 Individual consultancies, Q&A session

INDICATIVE AGENDA - DAY 3

09:00 – 09:15 Workshop: The EC Audit – Kick-off Meeting: Briefing of the "Auditors"
The Participants (Auditors) are briefed about the Workshop – introducing the audited company, its accounting and management principles, and the project that is being audited. Defining the scope of the Workshop.

09:15 – 12.00 Workshop: The EC Audit
Participants become EC Auditors – all participants receive a special H2020 package, including Financial Statements (Form Cs), full financial background documentation, a project periodic report and other supporting documentation for a virtual H2020 project. The primary objective is to identify the mistakes and/or miscalculations in favour of both the EC and the Beneficiary, and to summarise them in a Draft Audit Report.

(10:30 – 10:45 Coffee break) / (12:00 – 13:00 Lunch break)

13:00 – 14:15 Analysis of the Workshop
Discussing the findings of the audit process, finalising the Draft Audit Report. Possible consequences and outcomes of the EC Audits.

14:15 – 14:45 European Commission driven audits in reality
Experiences with EC Audits: how to prepare – format, content, overall principles, possible bottlenecks, what should and should not be included, project closure and audits. Lessons learned from previous FP7 and H2020 EC Audits

14:45 – 15:30 Final Q&A and personal consultation

Kontaktperson i Forskningsrådet

Inger Nordgard