Horisont 2020 - Master of Finance and EC Audits
- Når:
8. oktober 2019 09.00 - 10. oktober 2019 15.30
- Hvor:
Forskningsrådet, møterom Abel 2 for dag 1-2 og Frisch 2 for dag 3
- Arrangementstype:
Kurs
- Passer for:
Forskere, rådgivere, prosjektledere
- Pris:
Ingen kursavgift, men vi tar et gebyr på kr. 1.000,- for no-show.
- Påmeldingsfrist:
2. oktober kl.15:00
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
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.
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
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
- Internasjonalisering
- inn@forskningsradet.no