D.4 - Financial Rules of Horizon Europe and Horizon 2020 (for Sintef/NTNU) 3 days

Financial Rules of Horizon 2020 and Horizon Europe (3 korte webinarer) – Nivå 2

Dette kurset kjøres kl 9-12 hver dag i tre dager i en uke.

Kurset holdes på engelsk, og kursleder er Europa Media.

Horisont Europa-kursene våre er delt inn i fem overordnede kategorier (A-E) og i tre nivåer (1-3). Les mer om de ulike kursene.

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Financial Rules of Horizon 2020 and Horizon Europe (3 short sessions) – Level 2

The course is delivered by Europa Media.

Our Horizon Europe seminars are distributed into 5 topics (A-E) on three knowledge levels (1-3). Read more about the different courses.

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AGENDA

9:00 – 9:15 Event opening, Zoom user guide

9:15 – 10:45 Warming up – The Essentials of the financial rules in Horizon 2020 and Horizon Europe

• How to harmonise national accounting protocols with the H2020/HE Grant Agreement articles
• Budgeting and planning: What’s the most crucial part?
• What is a cost reimbursement? What is lump sum financing?
• Actual costs and unit costs? Which one should I choose?
• What makes any cost eligible? How to make them eligible?
• Linking a cost to the project? What makes them direct costs?
• Can I report indirect costs? If not, why not?

(10:45-11:00 Time for a coffee)

11:00 – 12:00 Personnel costs in HE and H2020 - Part 1

• Who and when can be charged to the project?
• Actual or unit-based personnel costs calculation – so what?
• Identifying eligible salary costs
• HE calculations vs H2020 protocols
• Calculation routes – monthly or yearly?
• Productive hours – should I accept 1720 hours / 215 days?
• Freelancers and temporary employees
• Secondment – what is the added value?
• What makes a timesheet bulletproof?

Day 2 (10th of May)

09:00 – 10:00 Personnel costs in HE and H2020 - Part 2

(10:00 – 10:15 Time for a coffee)

10:15: 11:45: Subcontracting, Purchase costs and Research infrastructure

• Third party articles – why, there are more than one?
• Resource needed or service outsourced?
• Subcontractors or Linked-third parties/Affiliated Entities?
• Which one should be foreseen? Which one would your office prefer?
• Travel costs – for employees and for other – is there a difference?
• Equipment and research infrastructure – how to calculate your facility costs efficiently?
• Other goods and services – what’s in here?
• How about internal cost transfers and charges? Are they eligible?
• Funding rates, receipts, CFS rules and payments – learn them all!

11:45 – 12:00 Briefing for the individual financial reporting workshop

Afternoon of Day 2: Individual HE/H2020 Financial Reporting workshop

The workshop exercise is designed to help you understand how the rules of the Grant Agreement work in real life. You’ll receive a full documentation of a virtual project, including timesheets, payrolls, invoices and bills, travel notes and asset expenses to experience:

• Personnel costs calculation for employees and consultants
• Which calculation gives higher eligible costs for the same salary?
• Subcontracting or other service – how to trick with them?
• Travel costs calculations, equipment and other costs – are they always direct costs

Day 3 (11th of May)

9:00 – 10:30 Assessing and understanding the workshop results

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.

10:30 – 10:45 Time for some coffee

10:45 – 11:45 Step-by-step guidance on filing your H2020/HEU project’s claims on the EC portal

• Real-time, step-by step guidance on how to fill in the Financial Statement
• How to report efforts?
• Should you respect the 15% reporting rules on other costs? – Why explain why not…
• Adjustments – detailed guide on what to do
• Harmonising financial reports with technical ones – consistency matters

11:45 – 12:00 Q&A session, end of the cours