Practical guide on dependency

It is a periodic economic benefit, which contributes to finance the expenses of the residential care service, day care, dependency prevention services and promotion of personal autonomy or home help, dictated in the Individual Care Program. The user is in charge of choosing the private entity that will provide the service.

Requirements

• The center or private entity that provides the service must be registered in the Register of Social Action Entities, Centers and Services of the Ministry, and carry out the justification of this economic benefit through the corresponding computer application.
• Access to a public service financed by any public administration will not be possible.

PEVS amounts

Amounts of the PEVS Residential Care

In the case of the financial benefit linked to the residential care service, the maximum amount for grade II will be the same as that established for grade III.

Amounts of the PEVS Day Center

In the case of economic benefit linked to the day center service, the maximum amount for grade I will be equal to that established for grade II.

Compatibilities

The provision is subject to the same regime of incompatibilities as the service to which it is linked. For example, the PEVS linked to the intensive home help service is only compatible with telecare services, prevention of dependency and promotion of personal autonomy.

Determination of the amount of the benefit

The amount of this financial benefit is calculated based on the degree of dependency, the cost of the service and the financial capacity of the beneficiary.

Thus, depending on the recognized degree of dependency:

For beneficiaries with degree I dependency, the amount of the benefit will be the maximum determined for that degree.

For beneficiaries with degrees II or III of dependency:

If your personal economic capacity is equal to or less than the IPREM, the amount of the benefit will be the maximum determined for your grade;

If your personal economic capacity is higher than the IPREM, the amount will be determined by applying the following formula: CPE = IR + CM - CEB

• CPE: is the amount of the financial benefit.
• IR: is the cost of the monthly service on the effective date of the benefit.
• CM: is the amount for personal expenses of the beneficiary, referenced to 19% of the IPREM in the monthly amount corresponding to the year in which the right to the benefit is recognized.
• CEB: is the personal economic capacity divided by twelve months.

Notwithstanding the foregoing, once the formula is applied, the amount of the economic benefit will not be less than the minimum determined for their degree of dependency.

It must also be taken into account that if the beneficiary is the holder of a public benefit of a similar nature (severe disability supplement, supplement for a dependent child, supplement for the need of a third person...), to the amount calculated according to the above. The amount of said public benefit must be subtracted, without the resulting amount being less than the maximum amount determined for degree I of dependency.

It is an economic amount, of an exceptional nature, whose purpose is to contribute to the expenses derived from the care of the person in a situation of dependency at home.

The recognition of this economic benefit requires the prior proposal of the municipal social services; that it is not possible to recognize a service more appropriate to the needs of the beneficiary, and that it is proven that the care derived from their situation of dependency is being provided in the family home prior to the presentation of the application.

The amount of the benefit for care in the family environment is set according to the degree of dependency and the economic capacity of the beneficiary.

Compatibilities

This benefit is only compatible with telecare and services for the prevention of dependency and promotion of personal autonomy.

PECEF amounts

Necessary requirements to be a non-professional caregiver:

In accordance with article 12 Royal Decree 1051/2013, of December 27, which regulates the benefits of the System for Autonomy and Dependency Care, established in Law 39/2006, of December 14, on Promotion of Personal Autonomy and Care for people in a situation of dependency, are the following:

a) Their spouse or domestic partner and their relatives by consanguinity, affinity or adoption up to the fourth degree of kinship may assume the status of non-professional caregivers of persons in a situation of dependency, as well as persons in their relational environment who, At the proposal of the person in a situation of dependency, they are in a position to provide them with the support and care necessary for the development of daily life.

When the person has a recognized dependency situation in grade III or II, it will be necessary to live with the non-professional caregiver given the need for permanent attention and essential and continuous support that is required.

When the person has a recognized situation of dependency in degree I, said coexistence requirement may be exempted, provided that immediate care is ensured by the non-professional caregiver.

b) In addition to the provisions of the previous section, the following conditions of access to the economic benefit for care in the family environment are established, as requirements for non-professional caregivers of people in a situation of dependency:

1st That the person in a situation of dependency is being attended by means of care in the environment at the time of preparation or review of the individual care program.

2nd That the caregiver has the suitability to adequately provide support and care.

3rd That the caregiver formally assume the necessary commitments to provide support and care for the person in a situation of dependency.

4th That the caregiver carry out the training actions that are proposed, as long as they are compatible with the care of the person in a situation of dependency.

5th That the caregiver facilitate the access of the social services of the competent public Administrations, to the home of the person in a situation of dependency in order to verify compliance with the requirements or change in circumstances, with the prior consent of the beneficiary person.

c) The autonomous community or competent Administration will review compliance with the requirements for access to the benefit and the obligations required, in order to verify that there is no variation in any of them, and will control the follow-up of care in the family environment, in order to verify the feasibility, suitability and quality of care of the same, being able, where appropriate, to resolve the suspension or termination of the benefit.

Social security for non-professional caregivers

Since April 1, 2019, the General State Administration (IMSERSO) has financed the Social Security contributions of the special agreement for non-professional caregivers of people in a situation of dependency who are beneficiaries of the economic benefit for care in the family environment. Royal Decree 6 / 2019 of March 1, article 4 sections twelve and thirteen. More information

suspension period

This economic benefit is subject to a maximum suspension period of two years, counting from the date of resolution of the PIA or from the maximum time to resolve the procedure, during which no delays are generated.

Determination of the amount of the benefit

The amount of this economic benefit is calculated based on the degree of dependency and the economic capacity of the beneficiary.

Thus, depending on the recognized degree of dependency:

For beneficiaries with degree I dependency, the amount of the benefit will be the maximum determined for that degree.

For beneficiaries with degrees II or III of dependency:

If your personal economic capacity is equal to or less than the IPREM, the amount of the benefit will be the maximum determined for your grade;

If your personal economic capacity is greater than the IPREM, the amount will be determined by applying the following formula: CPE = (1,33 x Cmax) – (0,44 x CEB x Cmax) / IPREM

• CPE: is the amount of the financial benefit.
• Cmax: is the maximum amount for each degree of dependency.
• CEB: is the personal economic capacity divided by twelve months.
• IPREM: is the Public Indicator of Income for Multiple Effects in the monthly amount approved by current regulations, corresponding to the year in which the right to benefit is recognized.

Notwithstanding the foregoing, once the formula has been applied, the amount of the benefit will be at least 75 percent of the maximum amount established annually for their degree of dependency and in no case will it be less than the minimum determined for their degree of dependency.

It must also be taken into account that if the beneficiary is the holder of a public benefit of a similar nature (severe disability supplement, supplement for dependent child, third-party need supplement...), to the amount calculated according to the above The amount of said public benefit must be subtracted, without the resulting amount being less than the maximum amount determined for degree I of dependency for degrees I and II. In the case of grade III, once the amount of said benefit of a similar nature has been subtracted, the amount may not be less than €200.

It is an economic benefit that aims to contribute to the financing of the professional personal assistance contract, which facilitates access to both education or work, as well as a more autonomous life. 

Compatibilities

This financial benefit is only compatible with telecare, dependency prevention and promotion of personal autonomy services.

Requirements

• The person providing the personal assistance services may not be a spouse or relative of the beneficiary up to the third degree, by consanguinity or affinity.
• The beneficiary must contract the personal assistance services, either with a company duly authorized by the Community of Madrid, or with a worker registered in the Social Security self-employment regime.

PEAP amounts

Determination of the amount of the benefit

The amount of this financial benefit is calculated based on the degree of dependency, the cost of the service and the financial capacity of the beneficiary.

Thus, depending on the recognized degree of dependency:

For beneficiaries with degree I dependency, the amount of the benefit will be the maximum determined for that degree. 

For beneficiaries with degrees II or III of dependency:

If your personal economic capacity is equal to or less than the IPREM, the amount of the benefit will be the maximum determined for your grade;

If your personal economic capacity is higher than the IPREM, the amount will be determined by applying the following formula: CPE = IR + CM - CEB

• CPE: is the amount of the financial benefit.
• IR: is the cost of the monthly service on the effective date of the benefit.
• CM: is the amount for personal expenses of the beneficiary, referenced to 19% of the IPREM in the monthly amount corresponding to the year in which the right to the benefit is recognized.
• CEB: is the personal economic capacity divided by twelve months.

Notwithstanding the foregoing, once the formula is applied, the amount of the economic benefit will not be less than the minimum determined for their degree of dependency.

It must also be taken into account that if the beneficiary is the holder of a public benefit of a similar nature (severe disability supplement, supplement for a dependent child, supplement for the need of a third person...), to the amount calculated according to the above. The amount of said public benefit must be subtracted, without the resulting amount being less than the maximum amount determined for degree I of dependency.

Independent Living Office

The General Directorate for Attention to Persons with Disabilities has published a Practical Guide to Personal Assistance in which information is offered on the figure of the professional personal assistant. Also, it has the Independent Living Office (OVI), a service aimed at people with severe physical disabilities who lead an active life. 

Interested persons can obtain information on the Service and on the preparation of the application for participation in the Assessment and Guidance Centers for people with disabilities in the Community of Madrid or at the OVI Information Service:

OVI-Community of Madrid
ASPAYM-Madrid
Valderribas road, nº 115
28038 Madrid
Telephone: 91 477 61 75 / Fax: 91 478 70 31
E-mail: coordination.ovi@aspaymmadrid.org o worksocial.ovi@aspaymmadrid.org

In order to request a review of the degree of dependency, at least six months must have elapsed since the previous assessment was made. next to the mRequest model for review of the degree of dependency an updated health report is required. Digital processing.

The review of the Individual Care Program can be carried out at the request of the interested party or his representative, when there is a variation in health conditions or in the situation of the environment that justifies a modification of the service or benefit that he enjoys. This request for revision of the PIA must be made through the municipal social services, which will be able to provide them with information and guidance and propose the most appropriate service or provision for the new situation. Digital processing

It is also possible to review the PIA ex officio as a result of a review due to aggravation, when it is necessary to modify the recognized service or provision, due to having a more appropriate modality, due to circumstances that advise review or due to transfer from another Autonomous Community.

At the request of the interested person You can request the review of the economic capacity:

1. When at least one year has elapsed since the resolution of the procedure and your economic capacity has decreased by more than 25%, when you prove that your economic capacity is less than the amount of the Multiple Effects Public Income Indicator (IPREM) or twice said amount in the event that the service established in your PIA is residential care.

2. When you are awarded a place in the service established in your PIA, provided that you have remained on the corresponding access list for a year or more.

Documents to be submitted:

1.- Application for economic capacity review.

2.- Income Statement for the last fiscal year.

3.- Pension certificate for the last fiscal year.

4.- Wealth Tax Return for the last fiscal year. In case of not being obliged to do so, responsible declaration.

5.- Any other document that justifies the need for the requested review.

Digital processing 

Ex officio review:

When there is a review of the recognized degree of dependency and/or the Individual Care Program or when the competent body in matters of dependency detects a change in the economic data used to determine economic capacity.

• Is there a deadline to request recognition of the situation of dependency?

No. The procedure is initiated at the request of the interested party or his representative and can be requested at any time.

• What is the difference between degree of disability and degree of dependency?

The degree of dependency is determined by the greater or lesser need that a person has of others to carry out basic activities of daily life. The degree of disability is the absence or restriction that a person presents, caused by a deficiency, as well as the level of difficulty for their social integration.

• Who performs the valuation?

The assessment team is made up of assessors with a socio-health profile with specific training in the application of the Scale of Assessment of degrees of dependency, (BVD) and the Specific Assessment Scale (EVE) for children from 0 to 3 years old, 

• Where is the valuation carried out?

In the applicant's usual environment, which does not have to be his home, it can be a residence, the caregiver's home, etc.

• Can a hospitalized person be assessed?

The file can be processed but you must provide a hospital discharge report indicating that your situation is stable. Without hospital discharge, the assessment cannot be performed.

• What are basic activities of daily living (ABVD)?

They are those activities that encompass the most basic and necessary self-care skills that human beings carry out on a daily basis: personal hygiene, clothing, food, sphincter control...

• After the assessment, does the interested party have to carry out any procedure?

No. Once assessed, a technical opinion is issued that includes the main diagnosis that originates the dependency situation and the degree to be recognized. If the score of the applied valuation scale reaches any of the dependency degrees, the process of determining the economic capacity of the applicant automatically begins and subsequently the processing of the corresponding Individual Care Program.

• How do you appeal the resolution rejecting the recognition of the situation of dependency?

If it is rejected due to non-compliance with the legal requirements, an appeal must be filed, proving that the requirements were met and were accredited on the date of application. If you cannot prove it, you must resubmit a new application at the time the requirements are met. If it has been rejected for not reaching 25 points in the assessment (grade 0), you can request that the assessment be reviewed if you believe that there has been an error in the application of the scale, explaining what the alleged error consists of.

• How can the recognized degree be appealed in case of disagreement?

You can request a review of the degree of dependency as long as you can prove that there has been an error in the application of the scale or in the diagnosis, or that your situation has worsened or improved considerably since the assessment. 

• What is the consultation process?

It is a non-binding mandatory document for the Administration where the applicant or his representative can express his preference in terms of benefits or services of the Dependency catalog. This document can be provided along with the application, or signed at any time during the processing of the procedure, for which it may be provided by the technical appraiser during the appraisal.

• What is the Individual Care Program (PIA)?

It is the document in which the most appropriate intervention modality is determined for the needs of the person from among the services and economic benefits provided for their degree.

• How to know if the center or private entity that provides the service to which the economic benefit is linked is duly authorized by the Community of Madrid?

The information can be obtained in different ways:

1. In the very center.
2. At the Information Office, located at Agustín de Foxá street, 31, Madrid.
3. In the Register of Social Action Entities, Centers and Services of the Ministry, located at Calle O'Donnell, 50, Madrid. Telephones: 913 925 276/278.

• What happens if I have continued to receive the economic benefit after losing the right to it?

In this case, a procedure will be initiated for the reimbursement of the amounts unduly received, in which the beneficiary or their representative may present the arguments they deem appropriate before definitively determining the amount to be reimbursed.

• Who is obliged to reimburse the amounts unduly received?

In the first place, the beneficiary of the financial benefit or their legal representative. In case of death, the heirs of the beneficiary.

• What is the Single Access List (LAU)?

It is the list that includes the dependent elderly people who have been recognized in their Individual Care Program as a residence or day center service, and which is ordered by the following criteria:

1. Degree of dependency
2. Less economic capacity
3. Date of entry in the register of the competent body of the last of the following requests: request for recognition of the situation of dependency, for review of the degree of dependency or of the PIA.

• Is it possible to request a specific center when accessing the Single Access List?

You can indicate a preferred center or area. In the event that at the time of assigning the place, there is no availability in the center or area of ​​your choice, you may stay a maximum of 30 days, waiting for an available place of your type to be produced in the selected area. If after this period no vacancy has arisen in the area, the available place will be assigned.

• Can I apply for financial aid while the requested public place is awarded?

Yes. From the time you join the demand list and until you enter the corresponding public square, if you contract the duly accredited private service, you can receive a benefit linked to the same service recognized in PIA on a transitory basis.

• What happens if the public place offered is waived?

If you decline the place offered, you will be excluded from the access list. If the beneficiary has temporarily recognized an economic benefit for care in the family environment (PECEF), it will be considered that there is a cause of extinction of the right to said economic benefit. However, if the beneficiary had a temporary service-linked economic benefit recognized (PEVS), he may continue to receive it, which will definitively become the most appropriate intervention modality in his PIA.

• Can I request the change of a public place from partial financing to total financing?

If after a review of economic capacity, the beneficiary of a partially financed residence place whose economic capacity was greater than 2 times the IPREM at the time of the award, falls below this limit, they may request to be included in the list of access to full financing, and maintain the partial financing slot they are occupying until they are awarded a full financing slot, in the order of the access list.

• How do you request a transfer to another center?

Users may be transferred between the residences that make up the public network of the Community of Madrid, which have places of the same type. The transfer must be requested at the residence where you are admitted, indicating a single center to which the transfer is requested. The transfer can be requested after four months from the date of entry, in the case of the first transfer, or one year, in the case of successive ones. The interested party is included in the transfer list of the requested center. The order of priority is determined by the date of submission of the transfer request.

• What is the difference between fully and partially financed residential places:

Based on the type of financing, the residential places can be:

• Total financing places: in which the beneficiary's participation in their cost is 86% of their economic capacity.
• Partially financed places: those whose cost is financed by the Community of Madrid and by the beneficiaries. The participation of the beneficiary in the partially financed places will be, at least, for an amount of 950 euros per month (VAT included). For 2021, the maximum copayment for partial financing places is 1.540,97 euros per month.
• Who can apply for each type of place

Beneficiaries may opt for one or another type of place, provided that their economic capacity is not greater than twice that of the Public Indicator of Income for Multiple Effects (IPREM), in annual computation, corresponding to the year in which the service is conferred. , being able to vary or modify the option before the award of the place.

The choice of full financing or partial financing is up to the interested party, unless their economic capacity is greater than 2 times the IPREM, in which case they can only opt for a partial financing.

In the case of opting for a partial financing place, you must formally commit, by yourself or with the help of family members or other people, to cover the contribution that corresponds to you.

• How the amount of seats is determined

For places of total financing, the monthly amount of the economic participation of the beneficiary (including VAT), is determined by applying the following formula:

P = R * 0,86

Where:

- P: It is the participation of the beneficiary in the cost of the service.

- R: It is the annual personal economic capacity of the beneficiary divided by twelve months.

For places with partial financing, the monthly amount of the beneficiary's economic participation (including VAT) is determined by applying the following formula:

P = R * [0,7 + (0,045 * R/IPREM)]

Where:

- P: It is the participation of the beneficiary in the cost of the service.

- R: It is the annual personal economic capacity of the beneficiary divided by twelve months.

- IPREM: It is a Public Indicator of Income for Multiple Effects in the monthly amount approved by current regulations, corresponding to the year in which the right to service is recognized.