Advanced Search

Order Of May 27, 2010 Fixing For 2010 The Terms Of Use And The Amount Of The Appropriations For The Financing Of Real Estate Investments Provided For In Article L. 14-10-9 Of The Code Of Social Action And Families

Original Language Title: Arrêté du 27 mai 2010 fixant pour 2010 les conditions d'utilisation et le montant des crédits pour le financement d'opérations d'investissement immobilier prévu à l'article L. 14-10-9 du code de l'action sociale et des familles

Subscribe to a Global-Regulation Premium Membership Today!

Key Benefits:

Subscribe Now for only USD$40 per month.

Information on this text




JORF n°0139 of 18 June 2010 page 11090
text No. 17



Judgment of 27 May 2010 setting for 2010 the terms and conditions of use and the amount of credits for the financing of real estate investment transactions provided for in Article L. 14-10-9 of the Code of Social Action and Families

NOR: MTSA1011612A ELI: https://www.legifrance.gouv.fr/eli/arrete/2010/5/27/MTSA1011612A/jo/texte


The Minister of Labour, Solidarity and Public Service and the Minister of Budget, Public Accounts and State Reform,
Considering the code of social action and families, including articles L. 14-10-1, L. 14-10-5 and L. 14-10-9;
Vu la Act No. 2007-1786 of 19 December 2007 Social Security Funding for 2008, including Article 69-I;
In view of the decision of 22 October 2003, setting out the models of documents provided for in articles R. 314-10, R. 314-13, R. 314-17, R. 314-20, R. 314-48 and R. 314-82 of the Code of Social Action and Families;
Having regard to the Order of November 12, 2008 on budgetary and accounting instructions for social and medico-social private institutions and services under section R. 314-1 of the Code of Social Action and Families, as well as to management associations and foundations under section R. 314-81 of the same Code;
In view of the order of 17 May 2010 setting the amount of the deferral of credits to other sections, as provided for in Article L-14-10-5 of the Code of Social Action and Families;
Considering the opinion of the National Solidarity Fund for Self-Government of 30 March 2010,
Stop:

Article 1 Learn more about this article...


The real estate investment transactions relating to the creation of places, the establishment of technical and security standards and the modernization of the premises of the establishments and services referred to in Article L. 314-3-1 of the code of social action and of the families, of those of the establishments jointly under the 6th of I of Article L. 312-1 of the said code and Article L. 633-1 of the code of construction and housing authorized, as well as of the 12

Article 2 Learn more about this article...


Real estate investment operations must be at the service of modernization, development, transformation of the aforementioned institutions and services regardless of their type of reception (permanent or sequential), and their adaptation to the changing needs of the hosts. They must lead to establishments whose architectural quality provides comfort in the use of living spaces and equipment providing answers to the autonomy of the welcomed people.
They contribute in particular to the implementation of the quantitative and qualitative objectives of national plans aimed at the modernization and development of the provision of facilities and services to the elderly and persons with disabilities, in particular the Alzheimer Plan and related diseases 2008-2012.
As such:
I. - Are eligible for the investment assistance plan:
- the work on existing premises for the installed capacity authorized for social assistance as at 31 December 2009, whether this work is carried out by restructuring or rebuilding new premises, in particular, for the latter case, when the cost of restructuring the former reaches 70% of the cost of the new building, according to the priorities set out in Article 4;
― work on creating new places or expanding authorized and authorized capacity for social assistance;
– pre-requisite feasibility studies that would be required for the design of investment operations, particularly in complex restructuring operations that are part of a quality approach.
The eligibility requirement for social assistance referred to in the first and second paragraphs of the I of this section does not apply to the capacities dedicated to social and therapeutic activities organized the day they use outside recruitment (day reception) or that they concern the residents of the institutions concerned (the role of adapted activities and care).
II. - are not eligible for the investment assistance plan:
- the costs of land and real estate acquisition;
― the current maintenance work involving the owner or manager;
― the technical and safety standards that do not result from legal requirements or are not included in a comprehensive project to improve the quality of life of accompanied persons;
equipment and furniture;
– the operations under way and those for which an order of service was issued prior to the attribute of subsidy decision, except by express derogation from the director of the National Solidarity Fund for Self-Government, on the report of the Director General of the Regional Health Agency for reasons that are consistent with the institution's mission or the specific technical constraints of carrying out the operation. The pre-feasibility studies referred to in the fourth paragraph of I of this article are not a start to carry out the following studies;
- except for transactions with a total cost, all expenses, less than 400,000 euros;
– on the elderly sector, operations carried out in institutions and services whose capacities are not empowered with social assistance.

Article 3 Learn more about this article...


I. ― In 2010, the competition brought by the National Solidarity Fund for Self-Government pursuant to I of Article 69 of Law No. 2007-1786 of 19 December 2007 Social Security Funding for 2008 is a single, unreasonable, unreasonable investment assistance, except on express derogation from the Director of the National Solidarity Fund for Self-Government over the report of the Director General of the Regional Health Agency on the basis of specific and unforeseeable technical constraints of carrying out the operation, and the amount of which is calculated, from the cost of work eligible to the provisions The subsidized expenditure may include related expenses that directly contribute to the completion of the work, including the intellectual benefits required for the design and monitoring of the project.
II. ― In reference to the budgetary and accounting instruction applicable to social and mediocial institutions, the assistance of the National Self-Government Solidarity Fund is transferable in order to allow the overcost (financial and depreciation) associated with the investment transaction to be mitigated by the amount of assistance.
III. ― In cases where the managerial corporation is not the owner of the premises, the file submitted includes the undertaking of the owner, as part of the lease linking it to the manager, to reflect in mitigation of royalties and rents paid by the residents the amount of the investment assistance.

Article 4 Learn more about this article...


I. - The technical and financial instruction for requests for assistance in the investment of the establishments referred to in section 1 filed with the SRA is carried out by the SRA services.
II. - Instruction of applications for competition is carried out on the basis of the multi-year investment programme provided for in Article R. 314-20 of the Social Action and Families Code and the provisions provided for in Article III R. 314-48 of the same Code.
III. - For each operation involved in areas of shared jurisdiction between the SRA and the department, the Director General of the SRA collects the opinion of the President of the General Council, before forwarding to the NCA and informs the proponents of the follow-up to their requests.
IV. ― On the basis of a comprehensive analysis of the modernization and development needs of the institutions referred to in section 1 in the region, consistent with the interdepartmental disability support program and loss of autonomy and an assessment of the funding capacities of the managers and the impact of the investment on the operating budget, the Director General of the ARS transmits to the Director of the National Fund for Solidarity for Self-Government, This regional programming proposal, together with its technical and financial advice and a note specifying the prioritization criteria, is accompanied by a list of transactions ranked by priority order and specifying the level of the subsidized expenditure per operation.
The Director General of the SRA, in the development of this prioritized list of regional operations, ensures:
― ensuring the limitation of the impact of investment operations on the operating budget of institutions and services;
avoiding the dispersal of funding on transactions that may be eligible;
― ensuring the coordination of the regional investment assistance programme presented to the National Solidarity Fund for Self-Government with the programming of the state credits (PLS...) and those of the other financiers, in order to facilitate the financial table towers of the owners.
V. ― On the basis of regional programming proposals, the Director of the National Solidarity Fund for Self-Government, after monitoring consistency and compliance with the eligibility rules set out in sections 1 and 2 and the priorities set out in the technical instruction of the National Solidarity Fund for Self-Government, distributes the regional investment aid envelopes corresponding to a list of operations.
Upon receipt of this notification, the Director General of the ARS shall inform the holders of selected projects.
VI. - Within three months of receiving the notification from the director of the National Solidarity Fund for Autonomy, the institutions concerned undertake to deposit with the regional health agency the final financing plan for the operation, the anticipated work schedule and the draft convention linking it to the director of the National Solidarity Fund for Self-Government for the benefit of investment assistance.
VII. - Within six months of the notification, and then by half-monthly period, the institutions concerned undertake to inform the regional health agency of the progress of the operation in relation to the forecast schedule established in the VI convention.
VIII. - On a certificate from the regional health agency, investment assistance is paid to the managerial institution or the owner in three payments:
30% upon receipt of the legal act engaging the work;
40% on presentation of the completed invoices for 50% of the total cost of the work, which is covered by the master of work and certified by the owner and the accountant;
30% upon completion of work and receipt of the final certificate document for completion of work and:
– Final count (public institutions);
- the summary of the invoices paid for the total cost of the work, covered by the master of work and certified by the owner and the accountant (private establishments).
IX. - When the subsidized expenditure is less than 5% at the estimated final value cost at the beginning of the transaction, a decrease in the amount of investment assistance is made in relation to the initially selected aid rate. If this decrease is less than 5%, the amount of assistance is maintained in accordance with the amount set out in the VI Convention, with an increase in the final aid rate.
X. - For the purposes of the provisions set out in I to IX, the National Solidarity Fund for Self-Government is defined by means of technical instruction:
– the implementation priorities for the fiscal year;
- the list of documents to be provided by the authority responsible for the investigation of the files to the National Solidarity Fund for Self-Government and the deadlines for the transmission of these documents;
– the list of documents to be provided by institutions receiving investment assistance.

Article 5 Learn more about this article...


In 2010, in addition to the credits required to carry out the investment transactions financed under the state-region project contract, provided in the accounts of the CNSA, the credits that can be used for the financing of real estate investment transactions in accordance with Article L. 14-10-9 of the code of social action and families are fixed to:
I. - 121 million euros for the sub-section of the accounts of the National Solidarity Fund for Self-Government referred to in Article L. 14-10-5 of the same code, of which at least 42 million euros can be dedicated only to the financing of investment operations related to the creation of activity and care centres suitable for Alzheimer's patients in residential institutions for dependent elderly people.
II. - 30 million euros for the sub-section of the accounts of the National Solidarity Fund for self-government referred to in Article L. 14-10-5 of the same code.

Article 6 Learn more about this article...


The Director General of Social Cohesion and the Director of Social Security are responsible, each with regard to him, for the execution of this Order, which will be published in the Official Journal of the French Republic.


Done in Paris, May 27, 2010.


Minister of Labour, Solidarity

and the Public Service,

For the Minister and by delegation:

Director General

social cohesion,

F. Heyries

Minister of Budget, Public Accounts

and state reform,

For the Minister and by delegation:

The Director of Social Security,

D. Libault


Download the document in RTF (weight < 1MB) Extrait du Journal officiel électronique authentifié (format: pdf, weight : 0.2 Mo) Download the document in RDF (format: rdf, weight < 1 MB)