European Funding Academy 2015

www.eutrainingsite.com

09:00 09:30 Registration

09:30 10:15 Event OpeningIntroduction to the course concepts and introduction of the

10:15 11:15 Introduction to Horizon 2020Horizon 2020 structure and the rules of participation under the programme including the

simplification measures, various eligibility criteria, types of activities supported, financial

rules, partnership requirements, application procedures and rules for implementation

including technical and financial management.

(11:15 11:30 Coffee Break)

11:30 12:30 From Idea to Horizon 2020 ProposalGeneral considerations in EU R&I proposals.

Eligibility issues, official documents, call analysis, partnership considerations and proposal

templates. Practical tips for developing competitive H2020 proposals.

(12:30 13:30 Lunc

13:30 14:30 Proposal Development under EU Research and Innovation Programmes

A hands-on aThe first steps. Finding a call, establishing a partnership and putting together a proposal. Pre

proposal and full proposal development, basic r

and proposal writing


15:00 17:30 Workshop: Proposal Development Participants are divided into small groups to

Horizon 2020: Call analysis, project concept development, formulation of the project objectives

and a preliminary work plan.

19:00 Social event: Ice

EUROPEAN FUNDING ACA

Event Opening Introduction to the course concepts and introduction of the participants.

Introduction to Horizon 2020 Horizon 2020 structure and the rules of participation under the programme including the


artnership requirements, application procedures and rules for implementation

including technical and financial management.

Coffee Break)

From Idea to Horizon 2020 Proposal General considerations in EU R&I proposals. Getting started with H2020 proposal development.


templates. Practical tips for developing competitive H2020 proposals.

0 Lunch)

Proposal Development under EU Research and Innovation Programmes

on approach The first steps. Finding a call, establishing a partnership and putting together a proposal. Pre

proposal and full proposal development, basic rules, project planning basis, content development

and proposal writing how to put your ideas onto paper. Dos and Donts.

Coffee Break)

Workshop: Proposal Development Part 1 Participants are divided into small groups to practice the first steps of proposal development under


and a preliminary work plan.

Social event: Ice-breaking cocktail at the hotel

AGENDA

EUROPEAN FUNDING ACADEMY

DAY 1 23-26 June 2015

Sifok, Hungary

participants.

Horizon 2020 structure and the rules of participation under the programme including the


artnership requirements, application procedures and rules for implementation

Getting started with H2020 proposal development.


templates. Practical tips for developing competitive H2020 proposals. (12:30 13:30 Lunch)

Proposal Development under EU Research and Innovation Programmes

The first steps. Finding a call, establishing a partnership and putting together a proposal. Pre-

ules, project planning basis, content development

how to put your ideas onto paper. Dos and Donts.

practice the first steps of proposal development under


AGENDA


DAY 2 23-26 June 2015

Sifok, Hungary

09:00 10:00 Horizon 2020 Financial Aspects Pragmatic approaches on developing the budget.

resources. Calculation of personnel costs an

budgeting.


10:15 12:30 Workshop: Proposal Development Defining the work packages, developing a Gantt chart and a PERT diagram, establishing a

complementary partne

(12:30 13:30 Lunch)

13:30 15:00 Workshop: Proposal Development Finalising the proposal with the Budget Development, discussing final issues and

introducing a real proposal.


15:30 16:30 Understanding the Evaluator's perspectiveUnderstanding the evaluation procedure from A to Z to better compose your next proposal

aspects and criteria of evaluation.

16:30 17:00 Final Q&A

Horizon 2020 Financial Aspects Budget Development oaches on developing the budget. Considering and estimating the necessary

resources. Calculation of personnel costs and other direct costs. Practical tips for effective

10:15 Coffee Break)

Workshop: Proposal Development Part 2 Defining the work packages, developing a Gantt chart and a PERT diagram, establishing a

complementary partnership, and discussion on impact and exploitation issues.

0 Lunch)

Workshop: Proposal Development Part 2 Finalising the proposal with the Budget Development, discussing final issues and

introducing a real proposal.

Coffee Break)

Understanding the Evaluator's perspective Understanding the evaluation procedure from A to Z to better compose your next proposal

aspects and criteria of evaluation.


Considering and estimating the necessary

d other direct costs. Practical tips for effective

Defining the work packages, developing a Gantt chart and a PERT diagram, establishing a

rship, and discussion on impact and exploitation issues.

Finalising the proposal with the Budget Development, discussing final issues and

Understanding the evaluation procedure from A to Z to better compose your next proposal - Main


09:00 09:15 Event Opening

09:15 10:45 FP7 and H2020 Financial Rules in TheoryDetailed introduction to financial rules for R&I project management with real

Basic facts, definition of the budget, importance of the resources;

Reimbursement models, full

Eligible and Non

Direct/Indirect Costs;

Personnel Costs calculatio

Travel costs, Consumables

Indirect costs calculation;

Funding Rates and EC payments;

Guarantee Fund;

Certificates on Financial Statements, Certificate on Methodology, Certificate

on Average Personnel Costs etc.


11:00 12:30 FP7 and H2020 Financial Rules in Theory (Part II)

(12:30 13:30 Lunch)

13:30 16:00 Workshop: ReportingParticipants prepare a financial report (Form C) for FP7, based on

receipts and bills, time records and certificates, which are generated individually for each

participant. Submission deadline: 16:00

(Coffee break at 15:00)

16:00 17:00 Understanding the financial reportingPoint-by-point assessment of the prepared financial reports, format, content; Overall principles,

possible bottlenecks, what should and should not be included; How to control your partners

reports.

19:00 Social event: Wine

of Europa Medias 250

EUROPEAN

Event Opening

FP7 and H2020 Financial Rules in Theory and Practice Detailed introduction to financial rules for R&I project management with real

Basic facts, definition of the budget, importance of the resources;

Reimbursement models, full-costs vs. lump-sums reporting;

Eligible and Non-eligible costs with comparison and all exceptions;

Direct/Indirect Costs;

Personnel Costs calculation showing the 3 possible ways;

Travel costs, Consumables vs. Overheads;

Indirect costs calculation;

Funding Rates and EC payments;

Guarantee Fund;


Personnel Costs etc.

Coffee Break)

FP7 and H2020 Financial Rules in Theory (Part II)

13:30 Lunch)

Workshop: Reporting Participants prepare a financial report (Form C) for FP7, based on dummy invoices, salary slips,


participant. Submission deadline: 16:00

(Coffee break at 15:00)

Understanding the financial reporting point assessment of the prepared financial reports, format, content; Overall principles,


Social event: Wine-tasting dinner with special surprises on the occasion

of Europa Medias 250th training course

AGENDA


DAY 3 23-26 June 2015

Sifok, Hungary

Detailed introduction to financial rules for R&I project management with real-life examples:


dummy invoices, salary slips,


point assessment of the prepared financial reports, format, content; Overall principles,


ses on the occasion

AGENDA


DAY 4 23-26 June 2015

Sifok, Hungary

09:00 10:00 How to Coordinate and Manage your R&I Project?Essential project management and coordination tools and tips;

your project; Dealing with the partners; Motivation and Controlling tools; Legal and administrative

obligations; Possible administrative and technical bottlenecks, legal problems.

10:00 10:45 Getting your project startedGetting your project started: How to prepare for the kick

a communication and decision

plan based on real life examples. The Consortium Agreement: what and

making procedures, obligations and rights, financial issues and reallocation management.

(10:45 11:00 Coffee break)

11:00 12:00 Technical Management and ReportingPeriodic and final reports

internal quality assurance mechanisms, administrative issues, problem solving

management and communication. Online introduction of the reporting tools.

(12:00 13:00 Lunch)

13:00 15.00 Workshop on Project ManagementManagement case

management and coordination, financial challenges, risk planning, deviations in work plan, and GA

amendments.

(15:00 15:15 Coffee break

15:15 15:45 Reporting, EC Audits and ExperiencesThe Beneficiaries Perspective: Pragmatic approaches in financial reporting; Experiences with EC

Audits: how to prepare, format, content, overall principles, possible bottlenecks, what

should not be included, project closure and audits

15:45 16:00 Closing of the event

16.15 Bus transfer departs to Budapest

How to Coordinate and Manage your R&I Project? Essential project management and coordination tools and tips; How to coordinate and manage



Getting your project started Getting your project started: How to prepare for the kick-off meeting; Agenda; Setting up

a communication and decision-making system, quality assurance, risk management, detailed work

based on real life examples. The Consortium Agreement: what and


Coffee break)

Technical Management and Reporting Periodic and final reports - what to and how to report, irregularities and deviation

internal quality assurance mechanisms, administrative issues, problem solving


Lunch)

on Project Management Management case-scenarios: Participants are divided into groups to solve real


Coffee break)

Reporting, EC Audits and Experiences The Beneficiaries Perspective: Pragmatic approaches in financial reporting; Experiences with EC

Audits: how to prepare, format, content, overall principles, possible bottlenecks, what

should not be included, project closure and audits.

Closing of the event

Bus transfer departs to Budapest


How to coordinate and manage



ff meeting; Agenda; Setting up

making system, quality assurance, risk management, detailed work

based on real life examples. The Consortium Agreement: what and how to include, decision


egularities and deviation management,

internal quality assurance mechanisms, administrative issues, problem solving, tricks in


scenarios: Participants are divided into groups to solve real life cases on project


The Beneficiaries Perspective: Pragmatic approaches in financial reporting; Experiences with EC

Audits: how to prepare, format, content, overall principles, possible bottlenecks, what should and

Documents

European Funding Academy 2015