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C.4- Master of Project Management and Financial Reporting in HE and H2020


Forskningsrådet, Abel 1+2

Target group:

Level 4 (advanced)


No course fee, but registration is binding. A fee on NOK 1000 is charged for no show, as well as cancellation later than the registration deadline. Only absence with medical sick leave certificate, court summons or military service are accepted as valid absences.

Registration deadline:

28. November at 15h

5 Dec 2023 09:00–7 Dec 2023 15:00

About the event

C4 Master of Project Management and Financial Reporting in Horizon 2020 & Horizon Europe
The Master of Project Management and Financial Reporting in Horizon 2020 & Horizon Europe is a 3-day practice-heavy, hands-on course that will assist you in gaining a comprehensive understanding of project management, reporting protocols and personnel cost calculation under Horizon Europe and Horizon 2020 and their practical application in day-to-day operations. During the 3-day program, you will learn all about the project management duties and practices and gain an in-depth understanding of the personnel cost related financial rules and reporting protocols of Horizon Europe and Horizon 2020. 
The course covers how to manage innovation activities in HE projects, and what you can do to make the most out of your project results. We will explain intellectual property and how to protect it, how to develop a good business plan and different ways of exploiting project results commercially.
In addition, the course will discuss the different reporting requirement; the continuous reporting, the periodic reports  and the last periodic report, including the introduction of financial rules and financial reporting. The course finishes with an overview of what goes on in a review meeting.
The combination of practical presentations, the hands-on workshop on personnel cost calculation and the project management and financial scenarios will introduce all the aspects you need to know. 

The course language is English, and trainers are from Europa Media.

Our Horizon Europe seminars are distributed into 5 topics (A-E) on three knowledge levels (1-4). Read more about the different courses.

08:30 – 09:00 Arrival of participants
09:00 – 09:15 Event Opening and introduction
09:15 – 10:30 The legal obligations – from GA to CA
Understanding your obligations coming from the Grant Agreement and the Consortium Agreement is essential. This presentation will introduce those articles of the GA and sections of the CA from the project management perspective that need to be considered the most during the implementation of your projects: such as financial clauses, budget distribution and management, dealing with defaulting parties, ownership of the results, access rights, IPR issues etc.
(10:30 – 10:45 Break for a coffee)
10:45 – 12:00 IP, Exploitation and Innovation management in running projects.
Introduction to the innovation management activities in Horizon Europe projects including best practices to make the most out of your project results. During this presentation we will discuss how innovation management is linked to the daily management and the reporting activities; how to follow IP development, capture and manage results; how to assess novelty elements and how to decide on the best exploitation rout? 
(12:00 – 12:45 Lunch break)
12:45 – 13:30 Plan for Exploitation and Dissemination of Results inc. Communication (PEDR), Open science and Research Data Management
Two of the first deliverables you need to prepare by M6 the lates for your new Horizon Europe project is the PEDR and the DMP. These are strategic, live documents, that need to be regularly updated throughout the implementation of the project.. 
In this presentation, our trainers give you a number of practice-based tips on how to build your PEDR, DMP and comply with open science requirements of Horizon Europe. Our trainers will also show you several examples from their own projects.
(13:30 – 13:45 Break for a coffee)
13:45 – 15:00 Reporting from A to Z: Continuous Reporting
In this session, we will introduce all tabs of Horizon Europe Continuous Reporting tool and discuss what has changed compared to H2020. Our trainers will introduce the responsibilities of the partners and the coordinator in the Continuous Reporting and showcase powerful templates and tools for coordinators. Internal reporting: when and how the internal reporting should be completed to be able to identify “problems”. 
15:00 Remaining questions, end of day.
9:00 – 12:00 Introduction to the financial rules of Horizon Europe and H2020
Basic facts
• Funding schemes: cost reporting vs lump-sum funding; Eligible and non-eligible costs with comparison and all exceptions; Direct and indirect costs; Cost categories - Changes in cost categories in Horizon Europe
Personnel costs calculations 
• Employees and other employment contracts; Financial-year based/monthly based calculation vs the HE daily-rate calculations; Number of productive hours to consider; Measuring days (HE) and hours (H2020); Transforming hours into days? Personnel cost calculation showcase for employees; Additional and project-based remuneration; Bonuses, fringe-benefits, and other complements; Unit-based personnel costs calculation; In-house consultants and seconded employees; SME-owner rates. 
Subcontracting and Purchase costs, Research facility costs
(10:30 – 10:45 Coffee break)
• Subcontracting and other third parties; Purchase costs vs. Other direct costs; Travel costs; Consumables and small services; Equipment and assets; Internally invoiced items.
Other to consider.
• Indirect costs; Funding Rates and Receipt calculations; Certificates on Financial Statements, Certificate on Methodology, etc. System and Process Audits; Payments and Exchange rates
(12:00 – 12:45 Lunch break)
12:45 – 15:00 Workshop: Personnel cost calculation 
Each participant will receive a package containing timesheets, payrolls, employment contracts, and other relevant documentation for several virtual employees to master the calculation of personnel costs within Horizon Europe and Horizon 2020 projects. This unique workshop will provide participants with a comprehensive understanding of the differences between the two programmes, their respective calculation protocols, and the advantages and disadvantages of each. The goal of the workshop is to demystify the calculation of personnel costs and help participants realize that it's not as complicated as they may have initially thought.
09:00 – 10:15 Workshop Evaluation: Personnel cost calculation 
Discussing and reviewing the various solutions of the Personnel Cost workshop exercise, focusing on the differences found, problems identified and potential misfits. Understanding how to integrate these experiences and protocols into the day-to-day management of HE/H2020 projects, especially during the period when projects funded from different grants are running parallel!
(10:15 – 11:30 Break for a coffee)
10:30 – 12:00 Reporting from A to Z: Periodic Report: Technical and financial report
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. 
(12:00– 12:45 Lunch break)
12:45 – 14:00 Workshop: Typical mistakes in the financial report in Horizon Europe
Participants will look for typical errors and calculation mistakes in an internal financial report. 
(14:00– 14:15 Coffee break)
14:15 – 15:00 Reporting from A to Z: Submitting the financial statement, Last Periodic Report, Project Closure, and the Review Meeting
How to fill in and submit the financial statement? What should we 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?
15:00 Remaining questions, end of course!


Inger Nordgard

    Internasjonalt samarbeid

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