Lump sum proposals and projects in Horizon Europe (Trondheim)
- Where:
Scandic Nidelven, Havnegata 1 - 3, 7010 Trondheim
- Fee:
No course fee, but registration is binding. A fee on NOK 1000 is charged for no show, as well as cancellation later than the registration deadline. Only absence with medical sick leave certificate, court summons or military service are accepted as valid absences.
- Registration deadline:
25 January at 15h
About the event
Lump sum proposals and projects in Horizon Europe
Lump sum funding is increasingly used in Horizon Europe to make the programme simpler by removing the need to report actual costs and reduce the financial error rate. It is meant to simplify the funding mechanism while all the main features of the research funding stay the same.
However, the details are always important; simplification comes at a price, and these are 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 1-day course will dig into the details of writing proposals and managing projects with a lump sum budget. Consisting of practical presentations it will cover the following topics:
• The main features of lump sum funding
• How to define the lump sum in your proposal – tips to define units and estimate sufficient budget and resources for your lump sum budget
• Distribution of tasks and planning of work packages in your proposal and how it is linked to the payment system of lump sum projects
• Evaluation of the lump sum proposals – how your estimated costs and planned resources will be assessed and scored
• Grant Agreement preparation in lump sum projects – specific articles in your Grant Agreement and tips to specify lump sum features in your Consortium Agreement
• Changes in your lump sum project implementation – how to amend your lump sum grant?
• How to report your lump sum project, with a detailed introduction to periodic reporting
• How to deal with partially completed work packages and how to report deviations in your lump sum projects
• Keeping records – what you need and don’t need to keep for reviews, checks and audits
• Payment schedule and partial payment in lump sum grants
The course is delivered by Europa Media.
Our Horizon Europe seminars are distributed into 5 topics (A-E) on three knowledge levels (1-3)
Read more about the different courses.
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08:30 – 09:00 Arrival and registration
09:00 – 09:15 Event opening and introduction to the course
09:15 – 10:00 Introduction to lump sum funding
Gabriella Lovasz, Managing Director, Europa Media Norge AS
• Why the EC uses lump sum finding? Basic principles;
• Lump sum topics in 2023 and beyond;
• Misunderstandings about lump sum;
• Improvement since the pilot period;
• First feedback and statistics.
(10:00 – 10:15 Coffee Break)
10:15 – 11:00 Lump sum proposals: Hands-on tips for Part B and Budgeting (Part 1)
Jelena Kajganovic, Senior Manager, Geonardo Ltd.
• Proposal forms: proposal template and the detailed budget table;
• Work package distribution and timing of the work packages considering
the payment system;
• What to do with horizontal work packages?
• How to define and justify the lump sum amount?
• How to sufficiently estimate the cost for each cost category?
• Evaluation of lump sum proposal.
• Step-by-step introduction on how to use the lump sum budget table;
• Small budget planning exercise with the participant on how to define
units and how explain them;
• Showcasing a real proposal
(11:00 – 11:15 Short Break)
11:15 – 12:00 Lump sum proposals: Hands-on tips for Part B and Budgeting (Part 2)
(12:00 – 12:45 Lunch Break)
12:45 – 14:00 Workshop: Preparing a lump sum budget for a Horizon Europe proposal
in the HE lump sum budget template for a virtual proposal in which they are
a partner.
(14:00 – 14:15 Coffee Break)
14:15– 15:00 Project management and reporting in lump sum projects
Gabriella Lovasz
• Grant Agreement and Consortium Agreement
• Changes in your lumps sum project implementation – How to amend
your lump sum grant?
• How to report your lump sum project? Detailed introduction to periodic
reporting.
deviations of your lump sum projects?
• Keeping records – list of docs you need, and you don’t need to keep
• Payment schedule – Partial payment
Contact
Messages at time of print 15 November 2024, 08:26 CET