Financial Management in FP7 Projects (MB451)

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					                                                                                                       Forschungszentrum Karlsruhe
                                                                                                       in der Helmholtz-Gemeinschaft

                                                                                                       für Technik und Umwelt
                                                                                                       Direktor: Dr. G. Metzig

                                      International Training Courses 2009

                                           Financial Management
                                           in FP7 Projects (MB451)

                                                           9 - 10 March 2009
                                                        21 - 22 September 2009
                                                    30 November - 1 December 2009

The financial guidelines for EU-funded research projects in FP6 are supported by audit guidelines, reporting
guidelines and much more. Amendments have been made for FP7. They cover everything from eligible costs
to interest earned on advance payments, from payment terms to penalties, from subcontracting to social
The workshop is essential for finance and administration staff involved in EU research projects, whether as a
coordinator or partner. It is also suitable for project managers and professional advisors working on these

Forschungszentrum Karlsruhe
Forschungszentrum Karlsruhe is one of the biggest science and engineering research institution in Europe.
Its research and development program is embedded in the program structure of the Hermann von Helmholtz
Association of German Research Centres.

The University of Karlsruhe and Forschungszentrum Karlsruhe founded the Karlsruhe Institute of Technology
(KIT). It combines the strengths of both partners, first in micro- and nanotechnologies, scientific computing
with the focus on grid computing, and materials research for the energy sector. KIT is a unique and cutting
edge model in Germany.

Education and training are statutory elements of Forschungszentrum Karlsruhe. Over 800 training courses
with more than 11,000 participants each year take place in its Centre for Advanced Technological and Envi-
ronmental Training (FTU).

Forschungszentrum Karlsruhe GmbH       Vorsitzende des Aufsichtsrates:             Sitz der Gesellschaft:                   Dresdner Bank AG, Karlsruhe
Mitglied der Hermann von Helmholtz-    Ministerialdirektorin Bärbel Brumme-Bothe   Weberstr. 5, 76133 Karlsruhe             Kto. 563 439 800 (BLZ 660 800 52)
Gemeinschaft Deutscher                 Vorstand (Geschäftsführung):                Handelsregister:                         BIC: DRESDEFF660
Forschungszentren e.V. (HGF)           Prof. Dr. Eberhard Umbach (Vorsitzender)    Amtsgericht Mannheim HRB 100302          IBAN: DE33 6608 0052 0563 4398 00
Hermann-von-Helmholtz-Platz 1          Dr. Alexander Kurz                          Bankverbindungen:                        USt-IdNr.: DE 143584209
76344 Eggenstein-Leopoldshafen         (stellvertretender Vorsitzender)            Baden-Württembergische Bank, Stuttgart
Telefon: 07247 82-0                    Dr.-Ing. Peter Fritz                        Kto. 7495501296 (BLZ 600 501 01)
Fax:     07247 82-5070                 Prof. Dr. Horst Hippler                     BIC: SOLADEST                      Prof. Dr.-Ing. Detlef Löhe                  IBAN: DE18 6005 0101 7495 5012 96
Benefits                                                    Course Tutor:
• This course will give you a practical interpretation of   Paul Drath, Director, Singleimage Ltd.
  the financial EU rules and guidelines including the
  changes that take place in FP 7                           Paul works for Singleimage Ltd. in the UK and has
• You will learn how to apply the financial rules for EU    extensive experience of EU research programmes
  research                                                  gained over the last fifteen years, as proposal evaluator,
                                                            project reviewer and participant or coordinator in more
• You will benefit from the experience of the course
                                                            than ten EU funded projects.
  tutor. His explanations are drawn from real experi-
• You will meet colleagues from different research          He has lectured on EU research to audiences from
  organisations, universities and private industry com-     every EU Member State, from the candidate countries,
  panies from all over Europe. The exchange of infor-       and from Russia, Belarus, and the Ukraine. He is fre-
  mation gives you a better understanding of different      quently invited to speak at events relating to EU re-
  systems, various constraints and approaches and           search funding, including events run by the UK Depart-
  might facilitate future cooperations.                     ment of Trade and Industry, and the EARMA annual
                                                            conference in Genoa where he talked about improve-
                                                            ments needed in the EU’s next Framework Programme.

Who should attend
The training course is specifically designed for finance    Course Fee:
and administrative staff involved in EU research pro-       795 EUR. The fee includes tuition, documentation,
jects, as coordinators or participants. The course will     certificate, morning coffees, lunches, afternoon teas and
also be suitable for project managers and professional      refreshment drinks.
advisors working on these projects.
                                                            Participants are responsible for their own hotel accom-
The course is held in English and limited to 16 partici-    modation. Information on recommended hotels with
pants in order to allow high levels of interaction and      special rates and further details on the course will be
plenty of time for questions.                               provided after enrolment.

Topics that will be covered                                 Booking Details:
• Basics of EC research funding                             In order to reserve a place please use the attached
• Cost models in FP7                                        booking form.
• Funding rates
• Cost rates                                                Booking confirmation, details of payment and hotel
• Moving from Additional Costs to Full Costs                information will be emailed to you on receipt of your
• Flat rates and lump sums                                  booking. The invoice will be sent by normal post. The
• Eligible costs                                            course fee must be paid at least 21 days prior to the
• Variations, deviations, limitations                       course starting date. Payments should be made by
• Subcontracting and third parties                          bank transfer to the account specified in the invoice.
• Financial issues in negotiating contracts
• EC issues vs consortium issues                            If you cancel 21 days or less before the course starting
                                                            date, a cancellation fee of 25% of the course fee will be
• Financial reporting
                                                            levied. If you do not attend the course and do not give
• Management reporting and reporting tools
                                                            us any prior notice of cancellation the full fee has to be
• The EC reporting spreadsheet                              paid.
• Audit certificates & EC audits
                                                            We reserve the right to cancel the course up to 21 days
                                                            before the course starting date if necessary. In such
Dates and Times:                                            cases the course fees will be refunded. Any other
Dates of courses: 9 – 10 March 2009                         claims will be rejected.
                  21 – 22 September 2009
                  30 Nov – 1 Dec 2009
                                                            Further Information:
Course Duration:    9:30 am to 4:30 pm (day one)            If you need further information please contact:
                    9:00 am to 4:15 pm (day two)
                                                                    Rudolf Woeste
                                                                    Tel. +49 7247 82 4370
Venue of Courses:                                         
Helmholtz Office                                          
Rue du Trône 98
1050 Brussels