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


Ingen kursavgift


6.mai kl. 15.00


Arrangementet strømmes

09. mai 2022 kl 09.00 – 11. mai 2022 kl 12.00
Meld deg på

Om arrangementet

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.


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.



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


Inger Nordgard

    Internasjonalt samarbeid

Meldinger ved utskriftstidspunkt 28. januar 2023, 14.33 CET

Det ble ikke vist noen globale meldinger eller andre viktige meldinger da dette dokumentet ble skrevet ut.