17. jan - 21. jan

D.4 - Financial rules of Horizon Europe and Horizon 2020 in 5 sessions


17. januar 2022 kl 08.45 - 21. januar 2022 kl 11.00




Ingen kursavgift


13. januar kl. 15.00

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Financial rules of Horizon Europe and Horizon 2020 in 5 sessions

08:45 - 09:00 Accessing Zoom Online Meeting Room

Session 1 – Warming up – The Essentials of the financial rules in Horizon 2020 and Horizon Europe (90 + 30 min)

  • 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?

Session 2 – The Personnel costs in HE and H2020 (90 + 30 min)

  • 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?

Session 3. – Subcontracting, Purchase costs and Research infrastructure (90 + 30 min)

  • 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!

Session 4. Practice makes perfect - Experience the power of learning by doing (90 + 30 min)

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?

Session 5. Step-by-step guidance on filing your H2020/ HEU project’s claims on the EC portal (60 + 15 min)

  • 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


Inger Nordgard

    Internasjonalt samarbeid

Meldinger ved utskriftstidspunkt 28. september 2022, 02.30 CEST

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