Horizon 2020 and Horizon Europe Project Management and Finance
22. september 2021 09.00 - 23. september 2021 15.00
17. september kl.15.00
- Neste arrangement:
Horizon 2020 and Horizon Europe Project Management and Finance (2 dager) – Nivå 3
Kurset starter med en gjennomgang av hvordan en god konsortieavtale kan være et svært godt verktøy for prosjektleder. Deretter får du en gjennomgang av økonomireglene i Horisont Europa, og de viktigste forskjellene fra Horisont 2020, samt en praktisk øvelse i kostnadsberegning.
Hoveddelen av kurset fokuserer på den løpende rapporteringen, periodisk rapportering og sluttrapportering som skal gjøres i et prosjekt, samt granskningsmøter, og forskjellene fra Horisont 2020 vil bli gjennomgått. Det er også spesielt fokus på IP, utnyttelse av prosjektresultater, innovasjonsledelse, åpen aksess og data management. Kurset avsluttes med en gjennomgang av de forpliktelsene prosjektpartnerne har etter at prosjektet er avsluttet, noe som er viktigere i Horisont Europa enn i tidligere rammeprogram.
Kurset holdes på engelsk, og kursleder er Europa Media.
Horizon 2020 and Horizon Europe Project Management and Finance (2 days) – Level 3
The course presents how a good consortium agreement can be a very useful tool for a project manager, then goes on to explain financial rules of Horizon Europe and the major changes compared with Horizon 2020, connected with a practical exercise is in cost calculation.
A major part of the course is focused on the continuous reporting, periodic reports, final report and review meeting, and the differences compared with Horizon 2020 will be highlighted.
Special focus is also on IP, exploitation of results and innovation management, open access and data management. The final part of the course describes your obligations after project closure, an issue which is more important in Horizon Europe than in previous frame programmes.
The course language is English, and the course is delivered by Europa Media.
AGENDA DAY 1
08:50 – 09:00 Accessing Zoom Online Meeting Room
09:00 – 09:15 Event Opening
09:15 – 10:30 The good Consortium Agreement – the project management perspective
Gabriella Lovasz, Managing Director, Europa Media
The Consortium Agreement from the project management perspective. Through our real-life examples, we will explain what and how to include in each section of a good CA that can help avoid or smoothly manage the problems that arise during the implementation of your project. The presentation will cover in detail the default clauses on financial issues, management of IPR, and dissemination and exploitation of results, comparing the GA and the CA.
(10:15– 10:30 Break for a coffee, late breakfast or other)
10:30 – 12:30 Essentials of the financial rules in Horizon 2020 and the changes in Horizon Europe
Brief introduction to the essentials of the financial rules in Horizon 2020 and Horizon Europe to make sure you get pay attention to the problematic topics.
- Importance of the budget and of the resources
- Cost vs Price principle
- Reimbursement models, forms of costs
- Eligible and non-eligible costs with comparison and all exceptions
- Direct/Indirect costs
- Personnel costs calculation – showing the possible ways
- Travel costs, Consumables vs. Overheads
- Indirect costs calculation
- Funding Rates and EC payments
Workshop: Personnel costs calculation
– Individual (online) exercise
(12:30– 13:15 Lunch break)
13:15 – 15:00 Reporting from A to Z: Continuous reporting, Periodic Report, Final Report and the Review meeting. Horizon 2020 vs Horizon Europe
In this session, we will introduce the main steps and the responsibilities of the partners in the Continuous Reporting; when and how the internal reporting should be completed to be able to identify “problems”. What is new in continuous reporting in Horizon Europe?
Detailed introduction on how to prepare the periodic technical and financial reports: what to and how to report, irregularities and deviation management, internal quality assurance, tips and tools for effective internal management of your partners and their reporting obligations. Detailed comparison of H2020 vs Horizon Europe Periodic Reporting.
EU assessment of the periodic report: typical mistakes in the periodic report. Showcase of a real periodic, suspension of the payment deadline letters. In this presentation, we will give you tips on how to be prepared for the review meeting.
13:15 – 15:00 Part 1: Reporting from A to Z: Continuous Reporting and Internal Reporting
15:00 Remaining questions, end of day
08:50 – 09:00 Accessing Zoom Online Meeting Room
09:00 – 10:30 Part 2: Reporting from A to Z: Periodic Report – Technical and Financial Report, EU assessment of the Periodic Report
Workshop: Typical mistakes in the Financial report – Online workshop
Participants will analyse several financial reports to find typical errors and calculation mistakes.
(10:30– 10:45 Break for a coffee, late breakfast or other)
10:45 – 12:00 Part 3: Reporting obligations: Last Periodic Report, Project Closure, and the Review Meeting
What we have to do differently in the last reporting period? How shall we distribute the balance payment and the amount from the Guarantee Fund / Mutual Insurance Mechanics? How to get prepared for the Review meeting?
(12:00– 12:45 Lunch break)
12:45 – 13:35 IP, Exploitation and Innovation management in running projects
Based on examples from real projects, we help you set-up the innovation management in Horizon Europe projects.
- What is Innovation Management?
- How innovation management is linked to the daily management and the reporting activities: Plan for Exploitation and Dissemination of the Results, Data management plan
- How to follow IP development? Capture and manage results
- Exploitation routs – what suits the best?
- Assess novelty element and innovation deployment potential
- How to protect your IP?
- Legal agreements – what is needed? What is useful?
- What will the reviewers look for?
(13:35– 13:45 Break for a coffee)
13:45 – 14:30 Open Access and Data Management
What are the obligations? EU support for Open Access. Brief introduction to OpenAIRE, Open Research Europe, European Open Science Cloud.
14:30 – 15:00 Obligations after the project closure
How to fulfil the obligations concerning the dissemination of the results? How the EC will follow up your exploitation plan? Why the Horizon Results Platform?
15:00 Remaining questions, end of course