HORIZON 2020 AGENDA

Unique H2020 Practical Training

DAY 1
DAY 2
DAY 3

DAY 1 / EU ENVIRONMENT & LEGAL FRAMEWORK

The first day of the course provides the background information about the EU environment, its structure and the way it works. The participants are provided with a solid understanding of the terminology, methods and EU procedures. All the main aspects of the administrative management of the Grant Agreement are also addressed. After the DAY 1, the participants understand the specific legal aspects of the H2020 legislative framework, the Grant Agreement, and the general issues of financial management, which could have a significant impact on the implementation of the project.

09:00 / Start of the event

09:00 – 09:30

  • Introduction and short tour de table by participants

09:30 – 10:00

  • Understanding the background of EU environment
    • EU Structure – How does it work?

10:00 – 10:30

  • EU Grants
    • H2020 and other R&I related programmes
    • The new FP9

10:30 – 11:00 / Coffee Break

11:00 – 12:30 

  • Legal framework of a Horizon 2020 action
    • The Grant Agreement and its annexes
    • The Consortium Agreement
    • The grant: maximum/ final/ revised
    • Coordinator's rights and obligations

12:30 – 13:30 / Lunch Break

13:30 – 15:00 

  • Legal framework of a Horizon 2020 action
    • Horizon 2020 legal aspects (IPR, Conflict of interests, Confidentiality)
  • Administrative Management
    • Beneficiaries obligations
    • Deliverables & Reports
    • Consequences of not fulfilling obligations

15:00 – 15:30 / Coffee Break

15:30 – 17:00 

  • Administrative Management
    • Budget Transfer & Amendments to the GA
    • Receipts
    • Recruitment and working conditions
  • Eligible & Non-Eligible Expenditure

17:00 / End of the Training DAY 1

DAY 2 / ELIGIBLE & NON ELIGIBLE EXPENDITURES

On the second day you will learn about general and specific eligibility criteria of all types of cost categories, starting from the most relevant “personnel costs” and subcontracting.  In the afternoon, we will examine the remaining part of cost categories and will fine-tune its understanding through application of the theoretical knowledge into several practical cases from the field.

09:00 / Start of the Event

09:00 – 10:30 

  • Direct costs: Personnel Costs
    • Actual vs. Unit Based Calculations
    • Productive Hours
    • Time Recording Systems
    • Hourly rate

10:30 – 11:00 / Coffee Break

11:00 – 12:30

  • Other Direct Costs
    • Subcontracting
    • Financial Support to Third parties
    • Travel Costs

12:30 – 13:30 / Lunch Break

13:30 – 15:00

  • Other Direct Costs
    • Equipment
    • Goods & Services
    • Internally Invoices Goods and Services
    • In-Kind Contribution from Third Parties
    • Exchange Rate

15:00 – 15:30 / Coffee Break

15:30 – 17:00 

  • Certificate on Financial Statement - CFS
  • Certificate on the Methodology for unit costs - CoMUC

17:00 / End of the Training DAY 2

DAY 3 / THE AUDIT PROCEDURE 

The third day goes deeply into financial audit management. The participants are provided with the in-depth understanding of the audit procedure and non-common aspects of the audit process. The 3rd day training provides answers how to be more prepared for an EU audit, how to eliminate unexpected situations during an audit. Experiences with EC Audits: how to prepare – format, content, overall principles, possible bottlenecks, which information and how should or should not be included. 

09:00 / Start of the event

09:00 – 10:30 

  • The DG RTG Audit Unit
    • Organization of the DG RTG
    • Internal Factors & Influences
    • The Error Rate

10:30 – 11:00 / Coffee Break

11:00 – 12:30

  • Audit Procedure, Findings & Contestation
    • The Audit Strategy
    • Nature of Audits
    • The Audit Workflow
    • Consequences of Adjustments
    • Contestation & Challenging the Audit Findings

12:30 – 13:30 / Lunch Break

13:30 – 15:00

  • The Audit Experience
    • Most Common Errors
    • Audit Report Review

15:00 – 15:30 / Coffee Break

15:30 – 16:00

  • DISCUSSIONS, Questions & Answers

16:00 / End of the Training DAY 3

16:00 – 17:00 / Extra time for additional questions

Download Agenda from the following link

 

Your Contact:

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

  • Margit Loikmaa

    Margit Loikmaa