Course

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

Where:

The Research Council (meetingroom Frisch on day 1+2 and Abel 1 on day 3)

Target group:

Level 4(advanced)

Fee:

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:

24 October at 15.00

31 Oct 2023 09:00 – 02 Nov 2023 15:00

About the event

Master of Project Management and Reporting in Horizon Europe and H2020 (3 days) – Level 4

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 (1-3). Read more about the different courses.

--------------------------------------

AGENDA DAY 1 
08:30 – 09:00 Arrival of participants
 
09:00 – 09:30 Event Opening and introduction

09:30 – 11:00 The legal obligations – from GA to CA
Gabriella Lovasz, Managing Director, Europa Media Norge AS
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.
 
(10:45 – 11:00 Break for a coffee)
 
11:15 – 12:00 IP, Exploitation and Innovation management in running projects
Gabriella Lovasz
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 route? 
 
(12:00 – 12:45 Lunch break)
 
12:45 – 13:30 Open Science, Data management (DMP) and Exploitation and Dissemination of 
Results inc. Communication (PEDR)
Gabriella Lovasz
The first deliverables you need to prepare by M6 is the DMP and the PEDR based 
on the draft strategies included in the proposal. Both relate to your 1.2 section in the 
proposal on open science. These are strategic, live documents, introducing all the 
key research data management, dissemination, exploitation and communication 
activities and measures planned to support the achievement of the expected 
outcomes and the long-term impact of the project, taking into consideration the 
open science principles. In this presentation, our trainers give you several practice based tips on how to build your DMP and PEDR, what exactly to include and in what 
format. Our trainers will also show you several examples from their own projects.
 
(13:30 – 13:45 Break for a coffee)

13:45 – 14:15 The Project Handbook - tools and procedures to coordinate properly
Gabriella Lovasz
Having a good management system (for monitoring and reporting) supported by 
clear and practical tools will enable you to efficiently deliver your project results. 
We will show you the essential tools that we crafted based on our extensive 
experience with managing projects and various consortia: internal technical and 
financial report; budget spending monitoring; IP management, data management, 
assessing the D&C activities of the partners. 
 
14:15 – 15:00 Workshop: Project Management Case Studies
In this day-closing session, we will go through various project management cases
that have happened in our own projects. Together we will go through the scenarios 
and discuss how to deal with such situation and what tools we have at our disposal 
as a partner or as a coordinator. Get ready for advanced scenarios!
 
15:00 Remaining questions, end of course
 
AGENDA DAY 2 

09:00 – 9:30 Reporting from A to Z: Continuous Reporting
Gabriella Lovasz
In this session, we will introduce all remaining tabs of Horizon Europe Continuous 
Reporting tool and discuss what has changed compared to H2020. Many tabs 
were introduced on the first day. 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”.
 
09:45 – 11:00 Financial Rules Part 1: Direct Personnel Costs 1/2
Gabor Kitley, Founder and CEO of EMG Group Plc.
Personnel cost calculation – showing the possible ways!
In-depth introduction and analysis of all the available personnel cost calculation 
options in HE in comparison with H2020, focusing on the practical pros-and.-cons. 
Typical mistakes and bottlenecks identified using practical examples from everyday 
life on employees and other employment contracts; financial-year based/monthly 
based calculation in H2020 vs the HE daily-rate calculations. 
Which of the productive-hour number to consider; how to harmonize measuring 
days (HE) and hours (H2020)? Should the hours be transformed into days? 
Personnel cost calculation showcase for employees; including 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. 
 
11:15 – 12:00 Financial Rules Part 2: Direct Personnel Costs 2/2
Gabor Kitley
 
(12:00 – 12:45 Lunch break)
 
12:45 – 15:00 Workshop: Personnel cost calculation - Learning by doing!
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.
 
AGENDA DAY 3 

09:00 – 10:45 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!

(10:45 – 11:00 Coffee break)

11:00 – 12:15 Reporting from A to Z: Periodic Reporting Part 1
Gabriella Lovasz
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.
 
(12:15 – 13:00 Lunch break)
 
13:00 – 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: Periodic Reporting Part 2 and Review meeting
Gabriella Lovasz
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 End of the course
 
 
 
 

Contact

Inger Nordgard

    Internasjonalt samarbeid

Messages at time of print 26 February 2024, 18:38 CET

Important message

For the application deadline 6 March, we manage our hotline +47 22 03 72 00 from Thursday 29 February till Tuesday 5 March at CET 08.00–15.45 and Wednesday 6 March at CET 08.00-13.00.