Finance in Horizon 2020 - 2 day workshop

The Workshop

Horizon 2020 – the EU’s research and innovation funding programme – has been running for over 2 years and projects are now beginning to submit their first financial reports. This finance workshop provides detailed explanation of the funding rules for the programme, from budgets to eligible costs and on to cash flow.
The workshop is aimed at finance and administration staff involved in EU research projects, with or without a background in earlier EU programmes. It will consist of lectures and practical exercises, to be carried out in small groups with plenary feedback sessions. The workshop is designed to be interactive, and questions can be asked at any time. To facilitate this, attendance is limited to 24 participants. Please note that this workshop will not cover prizes, co-fund or risk finance. Our workshops are all given in English

Day 1 - Draft Agenda

09:00 Registration and coffee
09:30 Grants based on eligible costs: H2020 budget, project types, funding principles, funding rates, project budgets, project receipts, general cost eligibility rules
11:00 Refreshment break
11:15 Personnel costs: employees, bonuses, freelancers, SME owner managers, average personnel costs, additional remuneration
12:30 Lunch
13:30 Calculating personnel claims: time recording, hourly rates and productive time
15:00 Refreshment break
15:15 Other direct costs: consumables, recruitment, depreciation, large research infrastructures, specific unit costs, internal invoices
16:30 End of day 1

Day 2 - Draft agenda

09:00 Coffee
09:30 Third parties: subcontracting, services, contributions in kind, linked third parties including affiliates
11:00 Refreshment break
11:15 From evaluation result to final payment: legal status, viability checks, guarantee fund, financial reporting; EC payment timing and cash flow, financial certificates
12:30 Lunch
13:30 Marie Sklodowska-Curie: grants not based on eligible costs, main types of projects, eligibility rules, record keeping, management costs
15:00 Refreshment break
15:15 EC audit: errors and fraud, audit process and documents required, common mistakes, financial consequences
16:00 End of workshop

Workshop leader

The Workshop will be led by Paul Drath of Singleimage. Paul has extensive experience of EU research programmes gained over the last twenty five years, as proposal evaluator, project reviewer and participant or coordinator in more than sixteen EU funded projects. He has lectured on EU research to audiences from every EU Member State and Associated Country, and from Russia, Belarus and Ukraine. He is frequently invited to speak at events relating to EU research funding organized by Horizon 2020 National Contact Points, associations and foundations, as well as individual universities and institutes.