Horisont 2020 - Master of Finance and EC Audits

Om arrangementet

Tre-dagers kurs i Oslo: 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

Kontakt

Inger Nordgard

Spesialrådgiver
Internasjonalt
inn@forskningsradet.no