LEARN MORE ABOUT H2020 PARTICIPANT PORTAL TRAINING COURSE

H2020 Participant Portal Training: Submission, Financial & Project Reporting

H2020 Participant Portal Training: Submission, Financial & Project Reporting

The Participant Portal is the most important tool for finding information, preparing and submitting the proposal and managing the contract of research & innovation projects under Horizon 2020 and the others R&I Programmes. In this training you will learn how to use the tool efficiently.

The full training course takes place over 2 days. Each day is divided into theoretical and practical parts with many opportunities for the participants to ask specific questions related to their entity and clarifications of the outstanding issues.

Day 1 focusses on all the PP features, including the entire process from user registration to legal entity Registration & Validation, the users “roles”, how to exploit the portal for business intelligence and development, the involvement of users as experts in the evaluation of proposals and other opportunities from the EU institutions.

Day 2 focuses on the processes of proposal submission and grant management, including continuous and periodic technical & financial reporting, along with an insight into the consequences of breaching obligations on GA management and errors in filling financial statements.

The trainings are held in 3 locations in Europe and the number of seats is limited to 10 – this ensures that all the participants receive answers to their questions.

The training is based on the rules and obligations related to the management of a project funded under Horizon 2020.

Upcoming H2020 Participant Portal Trainings

Please choose the course from the table below and click “Enrol”.

For all “Fully Booked” trainings Waiting List is available! 

By clicking “Enrol” button, you agree to our General Terms and Conditions.

WHENWHERELANGUAGECOMMENTSENROLMENT
22-23 November 2018ViennaEnglish

1 Seat Left!

Click to Enrol
16-17 January 2019BarcelonaEnglish

Seats Available

Click to Enrol

By clicking “Enrol” button, you agree to our General Terms and Conditions.

For all “Fully Booked” trainings Waiting List is available! 

Prices (excl. VAT)

  • Complete 2-Day Training // €990 excl. VAT

What is Included?

Participation to the training course includes:

  • Electronic training materials
  • Daily coffee breaks
  • Lunches with non-alcoholic drinks
  • Paper for notes and pens
  • Free wireless internet
  • Certificate of attendance

Why participate in the training course?

  • Proposal Submission
  • Allocation of Roles & Access Rights
  • Submitting Part A & B: Budget Data & Technical Info
  • Project Monitoring Obligations
  • Financial statements reporting

Are you able to answer “YES” to all these questions?

  • Do you know how to navigate your way around the participant portal?
  • Are you 100% confident when uploading your financial statements at each reporting period?
  • Do you know how to request amendments via the Participant Portal for your Grant Agreement or Consortium Agreement?
  • Do you know how to accurately describe your Use of Resources reporting accurately and in detail?
  • Are you sure of your financial & technical obligations on the continuous reporting module?

Who Should Attend?

The typical attendee profile includes among many others the following:

  • EU Project Officers
  • External Funding Mangers
  • Financial Controllers
  • Principle Investigators
  • Researchers

However, EFMC’s tailor-made specialist participant portal training is not just designed specifically for financial staff who work on EU projects but also for researchers who may occupy the roles of principle investigator or project coordinator for their respective entities and for all scientific or technical staff who report on the Part B of their H2020 projects

In addition, it can be of particular interest to persons working on the following programmes which now come under the participant portal umbrella:

  • Internal Security Fund – Police
  • Rights, Equality and Citizenship
  • Internal Security Fund – Borders
  • Consumer Programme
  • Asylum, Migration & Integration
  • COSME
  • Union Civil Protection Mechanism
  • Promotion of Agricultural Products
  • 3rd Health Programme
  • Hercule III Programme
  • Research Fund for Coal and Steel
  • Pilot Projects & Preparatory Actions
  • Justice for Europe programme
  • Consumer Programme

Course Syllabus

The full training course takes place over 2 days:

  • DAY 1 –  THE PARTICIPANT PORTALS FUNCTIONALITY, REGISTRATION & VALIDATION, OTHER FEATURES

Day 1 focusses on all the PP features, including the entire process from user registration to legal entity Registration & Validation, the users “roles”, how to exploit the portal for business intelligence and development, the involvement of users as experts in the evaluation of proposals and other opportunities from the EU institutions.

  • DAY 2 –  PROPOSAL SUBMISSION, FINANCIAL & PROJECT REPORTING

Day 2 focuses on the processes of proposal submission and grant management, including continuous and periodic technical & financial reporting, along with an insight into the consequences of breaching obligations on GA management and errors in filling financial statements.

Download Agenda from the following link.

DAY 1
DAY 2

DAY 1 / THE PARTICIPANT PORTALS FUNCTIONALITY, REGISTRATION & VALIDATION, OTHER FEATURES

09:00 / Start of the Event

09:00 – 09:15 / Introduction and brief introduction of participants

09:30 – 10:00 / Understanding the Participant Portal

10:00 – 10:30 / The Participant Portals Features: Registered and non-registered users.

  • “Funding Opportunities” area
    • Call for proposals search engine
    • Structure of a call and upstream programming at policy level
    • Access to support

10:30 – 11:00 / Coffee Break

11:00 - 12:30  / “How to Participate” area

  • EU Login account (ECAS - European Commission Authentication System)
  • The User Registration Process
  • Access to Legal and Proposal Submission documents
  • Introduction to the left side menu (Participant Register, Financial Viability Self-Check, SME Participation)

12:30 - 13:30 / Lunch

13:30 - 15:00 / Participant Portals Functionality & Validation Procedure 

  • Participant Portal roles: Organisation vs. Project
  • Management of roles
  • Process of proposal submission
  • Partner search tool & business intelligence
  • Registration of the Organisation

15:00 - 15:30 / Coffee Break

15:30 - 17:00 / Participant Portals Functionality & Validation Procedure 

  • Powers of LEAR
  • Appointment of LEAR
  • SME self-assessment tool
  • Financial Viability Self-Check and Check
  • Validation Procedure
  • Beneficiary Obligations toward the PP information
  • The “Projects and Results” area: valuable source for statistic
  • The “Success Stories” Area: finding inspiration & partners
  • The “Expert” area: going beyond the EU grant
  • The “Access to support” area: the support frame from the EU and MS

The NEW Participant Portal (SEDIA): Element of novelty

17:00 / End of the Training DAY1

DAY 2 / PROPOSAL SUBMISSION, FINANCIAL & PROJECT REPORTING

09:00 / Start of the Event

09:00 – 10:30 / Submitting a project proposal via the Participant Portal

  • Proposal submission process
  • Pre – Registration
  • Consortium set up
  • Analysis of proposal elements
    • Part A

10:30 - 11:00 / Coffee Break

11:00 – 12:30 / Analysis of proposal elements

  • Part B
  • Budget
  • Annexes
  • Submission Procedure

12:30 - 13:30 / Lunch

13:30 – 15:00 / Financial and Project Reporting in the Participant Portal

  • Understanding the logic: overview of the reporting process and timing
  • Project Monitoring
  • Reporting obligations under the GA
  • Continuous Reporting Module (Part A)
  • Ethics
  • Periodic Report – CORE Reporting (Part B)
  • Periodic Report – Financial Statements and costs categories (Part C)
  • Budget transfers
  • Signing & Submission of Financial Statements
  • EU assessment of Periodic Report & Request for Payment

15:00 - 15:30 / Coffee Break

15:30 – 17:00 / Additional features of the beneficiary dashboard

  • Latest legal data
  • Amendments
  • Archived Processes
  • Document library
  • Communication centre
  • Incorrect reporting and potential consequences

17:00 / End of the Training DAY2

Download Agenda from the following link.

 

Your Contact:

Margit Loikmaa
Administrative Manager
(+372) 604 1400
mloikmaa(at)efmc(dot)eu

  • Margit Loikmaa

    Margit Loikmaa