E.1 Lump sum proposals, budgets and projects

The share of lump sum funding in the Horizon Europe 2025-27 Work Programmes and in FP10 will be even higher than before. Lump sum funding was created to make the programme simpler by removing the need to report actual costs and reduce the financial error rate. However, the details are always important and we should understand the specific extra tasks and rules that everyone applying for lump sum funding should be aware of – both when writing a proposal and implementing a project. This online course will introduce the essentials of lumps sum funding and dig into the practicalities of writing proposals and managing a lump sum project.

AGENDA: 

08:45 – 09:00      Accessing the ZOOM Online Meeting Room 

09:00 – 09:15      Event Opening and introduction to the course 

09:15 – 10:30      Essentials of lump sum proposal development

• Introduction to lump sum funding logic – basic principles
• Proposal forms: proposal template
• Work package distribution and responsibilities of the partners.
• Timing of the work packages considering the payment system – How much should we take into account the reporting periods?
• What to do with horizontal work packages?
• Showcasing a real proposal
• Evaluation of lump sum proposals and extracts from ESRs

(10:30 – 10:45 Short break)

10:45 – 11:30     Essentials of lump sum project management 

• Lump sum specific articles in your Consortium Agreement
• Payment schedule
• How to amend your lump sum grant 
• How to report your lump sum project?
• How to deal with partially completed work packages and how to report deviations?
• Keeping records – what to keep?

11:30 – 12:30     Group exercise: How to fill in the Detailed budget table? 

This interactive lump sum budget development group exercise will introduce step-by-step how to fill in the different tabs of the Detailed budget table. Trainer will show live how to set up the Work Packages, the Beneficiaries and how to fill in the individual Work Package tabs including the explanation of the costs. During the session participants will be asked to formulate several cost justification covering most of the cost categories that should be incorporated into the Any comments tab.