Local public transportation; application for complementary infrastructure funding from the Hardship Fund.

The Free State of Bavaria grants subsidies in accordance with Art. 13c Para. 2 BayFAG for the construction or expansion of transport facilities for general local public transport (ÖPNV) and urban railroads (S-\Bahnen), insofar as this is also eligible for subsidies under BayGVFG/GVFG.

Description

Purpose

The funds of Art. 13c Para. 2 of the Bavarian Fiscal Equalization Act (BayFAG) are to be used in accordance with Art. 21 Para. 2 of the Bavarian Local Public Transport Act (BayÖPNVG) to secure complementary financing for construction or expansion projects on transport facilities of the general public transport system (e.(e.g., subways, streetcars and buses) and commuter trains (Art. 29 Par. 3 BayÖPNVG) that are funded under the Bavarian Municipal Transportation Financing Act (BayGVFG) or the Federal Municipal Transportation Financing Act (GVFG).

Subject

Pursuant to Art. 13c Para. 2 BayFAG, the following projects of construction or expansion can be funded, provided that they serve public transport:

  • Construction and expansion of traffic routes of tramways, elevated and subway railroads as well as railroads of special design, provided that they are predominantly, i.e. more than 50 %, run either on special railroad bodies or on line sections which ensure priority for the railroads by means of suitable construction forms or traffic guidance systems,
  • Construction or expansion of urban railroad transportation facilities,
  • construction or expansion of central bus stations and bus stop facilities as well as depots and central workshops,
  • acceleration measures in public transport, in particular computer-controlled operations control systems and technical measures to control traffic signals (i.e., bus priority circuits and bus lanes),
  • public transfer parking spaces for motor vehicles and bicycles at public transport stops, insofar as they are intended and suitable to serve the transition between private transport and public transport.

BayFAG funds are granted as complementary funding of construction or expansion measures of general public transport and suburban railroads funded under GVFG or BayGVFG. Funding from the GVFG federal program is only possible, among other things, if the eligible costs exceed EUR 30 million (for measures included in the GVFG federal program by the end of 2020: EUR 50 million).

The basic principles for funding local public transport infrastructure facilities under the GVFG federal program/BayGVFG and BayFAG are governed by the Guidelines for the Granting of Grants by the Free State of Bavaria for Local Public Transport (RZÖPNV).

Grant recipients

The following can receive grants

  • counties, municipalities and municipal special-purpose associations in Bavaria as well as
  • public or private transport companies or project sponsors, provided they carry out projects in Bavaria.

Eligible costs

In principle, the costs of construction or expansion measures for local public transport are considered eligible for funding under Article 13c (2) BayFAG to the extent that they are eligible for funding under the GVFG or BayGVFG and their implementing regulations.
Reference is made to No. 6.2 and 6.3 RZÖPNV.

Type and amount

Grants pursuant to Art. 13c (2) BayFAG are awarded as project funding by way of pro-rata financing with a maximum amount based on the eligible costs, unless fixed-amount financing appears appropriate in individual cases, in particular when applying cost benchmarks.

The amount of funding in the individual case is determined in accordance with No. 6.4 RZÖPNV.

Prerequisites

Grants can only be awarded if the requirements of Art. 3 BayGVFG are met.

The project must be

  • be urgently required in terms of its type and scope to improve traffic conditions,
  • take into account the objectives of regional planning and state planning and meet the other legal requirements,
  • be provided for in a general transport plan or equivalent plan,
  • be planned in a structurally and traffic-technically sound manner, taking into account the principle of economic efficiency and economy,
  • be coordinated with urban development measures that may be affected,
  • take into account the interests of people with disabilities or with mobility impairments and meet the requirements of barrier-free access as far as possible.

The financing of the project or a construction phase of the project with its own transport significance must be guaranteed.

The project must not be started prematurely in a way that would be detrimental to funding. For further details, see No. 5.2 RZÖPNV.

Procedure

The application for a grant must be submitted to the relevant district government in writing using the form according to sample 1a to Art. 44 BayHO together with the required documents and additionally electronically with the required documents.

The applicable forms can be found under "Forms".

Deadlines

The application should be made as early as possible.

Required documents

  • The following documents must be submitted:

    • Declaration of subsidy relevance in accordance with Annex 1 of the RZÖPNV,
    • Explanatory report with detailed description of the intended improvement of transport conditions,
    • general plan of the project,
    • plans necessary for the evaluation of the measure (construction plans, site plan, if necessary land acquisition plan, design plan, cross sections),
    • Cost estimate/cost calculation with cost summary,
    • Determination of eligible costs in accordance with Annex 2 of the RZÖPNV,
    • Statement of the responsible authority,
    • Participation of the responsible representative for the interests of people with disabilities in accordance with Art. 18 of the Bavarian Equal Opportunities for Persons with Disabilities Act or the local representative for persons with disabilities or the advisory councils for persons with disabilities,
    • Supplementary documents for bus depots and central workshops according to No. 8.2.1.10 RZÖPNV

Forms

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

  • Prefillable Form, Bavaria-wide: Antrag auf Gewährung einer Zuwendung (Muster 1a zu Art. 44 BayHO)
    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: Antrag auf Bewilligung weiterer Zuwendungsraten (Muster 1b zu Art. 44 BayHO)
    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: Angaben zu den finanziellen Verhältnissen (Muster 2a zu Art. 44 BayHO - Kameralistik)
    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: Angaben zu den finanziellen Verhältnissen (Muster 2b zu Art. 44 BayHO - Doppik)
    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: Auszahlungsantrag (Muster 3 zu Art. 44 BayHO)
    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: Verwendungsnachweis (Muster 4 zu Art. 44 BayHO)
    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: Vergabenachweis für die Baumaßnahme (Anlage zu Muster 4 nach Art. 44 BayHO)
    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: Verwendungsbestätigung (Muster 4a zu Art. 44 BayHO)
    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: Kosten von Hochbauten (Muster 5 zu Art. 44 BayHO)
    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: Erläuterungsbericht zum Antrag auf Gewährung einer Zuwendung für eine Hochbaumaßnahme (Muster 6 zu Art. 44 BayHO)
    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: Flächenzusammenstellung zum Erläuterungsbericht (Muster 6a zu Art. 44 BayHO)
    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: RZÖPNV - Anlage 1 - Erklärung zur Subventionserheblichkeit der Angaben
    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: RZÖPNV - Anlage 2 - Ermittlung der zuwendungsfähigen Kosten
    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: RZÖPNV - Anlage 3 - Zwischennachweis
    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: RZÖPNV - Anlage 4 - Übersicht über die Ausgaben
    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.

Fees

  • none

Legal bases

Remedy

Administrative court proceedings; information

administrative claim

Links to more information

Related issues

Status:21.08.2023

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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