Italy: Mastering Financial management of EuropeAid Grants (advanced learning plan)

Course Description

This learning path has been created by punto.sud Academy with the aim to provide in depth knowledge of the EU rules and provisions linked to financial management of EU-funded project and advanced skills in budgeting, financial reporting, procurement and auditing. It is conceived for NGO’s finance managers, project administrator, internal auditors involved in the management of DG DEVCO and DG NEAR-funded project. The course addresses the main financial issues faced by NGOs, including the cost eligibility, monitoring of project expenditure, record keeping, procurement and expenditure verification.

This is a blended learning, combining face-to-face training with other on-line Innovative methodologies and interactive sessions.

You can get the certificate through a gradual and complete learning path, by participating to a classroom course, some eLearning modules and a webinar.

Specific Objective

To provide the key information and practical tools to ensure NGOs’ administrative and financial staff to prepare realistic budgets, to set up effective monitoring systems of project expenditures and procurement procedures in order to be ready for reporting, expenditure verification and audit.

Learning Objectives

At the end of the learning plan you will be able to:

• Prepare project budget, according to the eligibility criteria and rules, including possible simplified cost options
• Develop and use monitoring tools for checking project expenditure in terms of eligibility and record keeping
• Properly apply procurement principle and procedures and confidently organise procurement processes
• Prepare interim and final financial reports
• Prepare accounting and supporting document for expenditure verifications

Courses

The following courses are included in this learning path:

• 2-day classroom training *Become a master in financial management of EuropeAid Grants:* a practical overview of all aspects related to financial management of EU (DG DEVCO/DGE NEAR) funded projects. With interactive methodologies and group works, the course addresses challenges related to the preparation of a proper budget, to avoid common mistakes in terms of eligibility, to possible budget revisions, to record keeping for monitoring and verification of expenditure. Procurement and financial support to third parties rules are also treated during the course. This training is based on the latest version of the PRAG.
• 1-hour Webinar How to deal with simplified cost options: This webinar aims at giving a practical guide on the use of Simplified Cost Options (SCOs) from proposal to reporting and expenditure verification phases. Practical examples are provided on the calculation of SCOs and on the supporting documents to be kept to demonstrate their eligibility.
• eLearning *Getting fear out of EU procurement:* procurement processes are often a key element in EU-funded Actions, especially in the case of humanitarian aid. However, no specific manual or practical guidance is provided, as concrete regulations have to be translated into organisational procurement procedures. This eLearning intends to fill in this gap, by providing a clear explanation on the procurement principles and how to translate them into practical procedures, further explained with a step-by-step modality. Toolkits, checklists and useful formats are also provided.
• eLearning* Be prepared for project expenditure verifications:* in this eLearning module, through a practical scenario, some characters working for an imaginary organisation guide participants through the entire expenditure verification process, presenting its main challenges and providing many practical tips and tricks to face them. The course makes reference to the procedure of the PRAG 2018 for all Grants financed by DG DEVCO and DG NEAR, but most of the contents are relevant for all types of project.

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https://www.puntosud.org/puntosud-academy/training-calendar/application-and-payment/