Hospital investments; application for funding

The Free State of Bavaria supports the necessary investments of the hospitals included in its hospital plan (acute inpatient hospital care).

Description

Prerequisites

General requirements:

  • Only hospitals that are included in the hospital plan of the Free State of Bavaria or for which the hospital planning requirements for their admission have been determined are entitled to state investment cost support.
  • The granting of subsidies requires the hospital operator to submit an application to the local government. It is the responsibility of the hospital operator to provide the information required to assess the funding and to provide evidence upon request.
  • Subsidies are only granted to the hospital operator. The hospital operator is the operator of the hospital.
  • The investment costs must be necessary in accordance with the hospital's mission in the Bavarian Hospital Plan and the principles of economy and efficiency.
  • In particular, the costs of
    • outpatient or rehabilitative care,
    • the acquisition or rental of hospitals already in operation and included in the hospital plan,
    • of land and property,
    • pre-financing of the hospital operator and
    • the hospital operator's own staff.

Essential requirements for the individual types of funding:

  • Individual funding for investments (Art. 11 Bavarian Hospital Act - BayKrG)
    • The prerequisite for individual funding is the inclusion of the measure in the annual hospital construction program and the implementation of a technical review process. In addition, the cost limit for flat-rate funding must be exceeded (Art. 12 Para. 1 No. 2 BayKrG).
    • The annual hospital construction program is jointly drawn up each year by the State Ministry of Health and Care and the State Ministry of Finance and Home Affairs. So-called "advance determinations" are also made for the annual hospital construction programs of the following three years.
    • As part of the technical review process, it is checked whether the project is in line with demand in the context of hospital planning, whether it complies with the principles of economy and efficiency, including operating costs, and whether the overall financing is secured.
    • Projects with eligible costs that exceed the cost limit for flat-rate funding in accordance with Art. 12 Para. 1 No. 2 BayKrG, but do not exceed an amount of EUR 2.5 million, are not included individually in the annual hospital construction program, but are funded independently by the governments in a simplified procedure within the framework of the government quotas made available to them by the State Ministry of Finance and Home Affairs.
    • The project may not be started before initial approval has been granted. The locally responsible government may approve an early start to the project if the project is financially secured in an annual hospital construction program or government quota, the technical review process has been completed and the hospital operator has agreed to assume the pre-financing costs.
    • From an expected funding amount of more than EUR 500,000, the hospital operator will be required to provide security in accordance with Art. 18 Para. 3 BayKrG in conjunction with the Guarantee Guidelines (AbR) for a possible claim for repayment before the funding is paid out, unless there is an exemption from the obligation to provide security in accordance with No. 1.2 AbR.
  • Flat-rate funding (Art. 12 Bavarian Hospital Act - BayKrG)
    • The hospital operator is responsible for managing the lump-sum funding within the scope of the earmarking for acute inpatient hospital care, taking into account its tasks in the hospital plan and the principles of efficiency and economy.
    • The creation of fund reserves of more than three times the annual amount must be reported and leads to a corresponding reduction in the lump sum in the following year, unless the funding is demonstrably required for specific foreseeable investments.
  • Promotion of user fees (Art. 13 Bavarian Hospital Act - BayKrG)
    • Instead of individual funding, fees for the use of fixed assets can be funded if there are circumstances in the individual case that speak in favor of hospital operation within the framework of a usage relationship. In addition, there must be an interest in hospital planning and the approval of the local government responsible for concluding the usage agreement and a technical review procedure must have been carried out. The project may not begin before initial approval has been granted. Approval for the early commencement of the project is generally possible once the technical review procedure has been completed.
    • The fee for the use of fixed assets, the production or procurement of which would have to be financed from the lump sums pursuant to Art. 12 BayKrG, must be financed from the lump sums. The financing of the usage fees must correspond to economic management.
  • Funding of charges from investment loans (Art. 15 Bavarian Hospital Act - BayKrG)
    • The utilization of the loans must have been necessary with reasonable use of the assets of the hospital operator or other natural or legal persons who can directly or indirectly exercise a controlling influence over it. Only costs that were necessary for an efficient and economical hospital at the time they were incurred are taken into account. Loans to redeem equity and increased charges from debt rescheduling are generally not eligible.
  • Equity compensation (Art. 16 Bavarian Hospital Act - BayKrG)
    • The hospital or dependent operating facility must be removed from the hospital plan. The mere relocation of a hospital operation to a new replacement building or a change of ownership does not trigger an entitlement.
    • At the start of the subsidy, eligible fixed assets procured with own funds must have been available whose regular useful life had not yet expired at that time.
  • Lump-sum compensation payments for the closure or conversion of hospitals (Art. 17 Bavarian Hospital Act - BayKrG)
    • The entitlement requires that
      • the reduced treatment places are not relocated to another hospital or the reduced specialty is not newly established at another hospital,
      • the closure or conversion is not carried out as part of insolvency proceedings.
    • The reduction of individual treatment places is not facilitated by lump-sum compensation payments, but by a two-year phase-out provision when granting the annual lump sum (Art. 12 para. 2 BayKrG).

Procedure

Applications for funding must be submitted to the locally responsible government.
The State Office of Finance, Munich Office, Public Debt Management is responsible for any necessary collateralization of funding.

Online procedure

Applications can be submitted online. They are displayed in the BayernPortal under "Online procedure" when you select the town or zip code of the location of the hospital or business premises.

Deadlines

The deadlines set by the locally responsible government apply to individual funding in accordance with Art. 11 BayKrG.

Processing time

The processing time depends on the submission of the complete application documents by the hospital operator, the size and complexity of the measure and the number of applications currently being processed by the local government.

Required documents

  • The necessary documents are requested by the locally competent government on a case-by-case basis.

    In principle, they result from the Bavarian Hospital Act, the Ordinance on the Implementation of the Bavarian Hospital Act and the administrative regulations issued in this regard.

Forms

Please select a location in "Localization" so that the address of the responsible authority can be filled in.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Auszahlungsantrag über Förderleistungen nach Art. 11 BayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Erklärung nach Art. 20 Abs. 1 Nr. 3 BayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Verwendungsnachweis für Fördermittel nach Art. 11 BayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Vereinfachter Zwischen-Verwendungsnachweis für Fördermittel nach Art. 12 BayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Anlage zur Vergabe und Auftragsabwicklung
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Vereinfachter Verwendungsnachweis für Fördermittel nach Art. 12 BayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

  • Prefillable Form, Bavaria-wide: Krankenhausförderung - Erklärung über die jährlichen Zuführungen an die Pauschalmittel für ambulante Mitbenutzungen gem. § 17 Abs. 3 Sätze 2 ff. DVBayKrG
    Please note

    This form has to be signed and sent to the responsible authority. You can sign the form manually and send it by email/fax or sign the form electronically with your qualified electronic signature an send it by (secure) email. If the responsible authority has set up a De-Mail account, you can also send the form by De-Mail using an sender-confirmed message.

Remedy

Administrative court action

Status:27.02.2024

Responsible for editing:Bayerisches Staatsministerium der Finanzen und für Heimat

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  • Online transactions, Bavaria-wide
  • Online transactions, locally limited
  • Form, Bavaria-wide
  • Form, locally limited
  • Prefillable Form, Bavaria-wide
  • Legal bases, Bavaria-wide
  • Legal bases, locally limited
  • Fees, Bavaria-wide
  • Fees, locally limited
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Responsible for you

If you select a location under "Localization" the contact details of the responsible authority and, if applicable, locally valid information will be displayed.