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Order Of June 24, 2011 Setting For 2011 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 24 juin 2011 fixant pour 2011 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

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JORF n°0158 of 9 July 2011 page 11944
text No. 40



Judgment of June 24, 2011 setting for 2011 the terms 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: SCSA1113741A ELI: https://www.legifrance.gouv.fr/eli/arrete/2011/6/24/SCSA1113741A/jo/texte


Minister of Budget, Public Accounts, Public Service and State Reform, Government Spokesperson, and Minister of Solidarity and Social Cohesion,
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);
Vu la Act No. 2010-1594 of 20 December 2010 in 2011, including its article 78;
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;
Considering the opinion of the National Solidarity Fund for Self-Government of 12 April 2011,
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 the 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 institutions

Article 2 Learn more about this article...


Real estate investment operations must be at the service of modernization, development, the 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 2010, whether this work is carried out by restructuring or rebuilding new premises, in particular, in 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 I of this section does not apply to the capacities dedicated to social and therapeutic activities organized the day, whether they involve outside recruitment (day reception) or whether they relate to residents of the institutions concerned (the role of activities and adapted 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 transactions under way and those for which an order of service was issued prior to the attribute of grant decision. Exception may be made, only for the technical and security standards and modernization of existing premises, by express derogation from the director of the National Fund of Solidarity for Self-Government, on the report of the Director General of the Regional Health Agency on the basis of the continuity of 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 to social assistance, with the exception of day-to-day receptions and centres of suitable activities and care;
– real estate investment transactions carried out as part of a sale in the future state of completion (VEFA).

Article 3 Learn more about this article...


I. - In 2011, the competition brought by the National Solidarity Fund for Autonomy in application of the 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 an express exemption 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 subject to specific and unforeseeable technical constraints for 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 of requests for investment assistance from the institutions referred to in section 1 filed with the implantation SRA is carried out by the SRA services.
II. ― The instruction of competitive application files is carried out in the light of the multi-year investment program provided for in Article R. 314-20 of the Social Action and Families Code and the provisions set out in Article III R. 314-48 of the same Code.
III. ― For each operation involved in the 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, prior to transmission to the NCA, and informs the proponents of the follow-up to their requests.
IV. - On the basis of a comprehensive analysis of the needs for the modernization and development of the institutions referred to in Article 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 its proposal 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 the three-month period of receipt of the notification from the Director of the National Solidarity Fund for Self-Government, 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 them to the Director of the National Solidarity Fund for Self-Government for the benefit of investment assistance.
VII. ― Within the six-month period from 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 set out in the VI convention.
VIII. ― Upon certification 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 completion of the work is completed, the subsidized expenditure is less than the estimated final value cost at the beginning of the transaction, a systematic decrease in the amount of investment assistance is made in the context of the initial aid rate.
X. ― For the purposes of the provisions set out in I to IX, are defined by means of technical instruction of the National Solidarity Fund for Self-Government:
– 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 2011, in addition to the credits required to carry out the investment transactions financed under the state-region plan contract, which are 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. 14-10-5 of the code of social action and families are fixed to:
I. 46.4 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 21,482,2 230 € for the financing of investment operations related to the creation of suitable activity and care centres for Alzheimer's patients in residential institutions for dependent elderly people.
II. 46.4 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 on 24 June 2011.


Minister of Solidarity

and social cohesion,

For the Minister and by delegation:

Director General

social cohesion,

S. Fourcade

Minister of Budget, Public Accounts,

public service and state reform,

Government spokesperson,

For the Minister and by delegation:

The Director of Social Security,

D. Libault


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