APLxPERT MODULE · AS

Social Assistance

The APLxPERT Social Assistance module electronically manages case files, documents and calculations relating to the main forms of social assistance and benefits granted by the institution.

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CASE FILES AND SOCIAL BENEFITS

From Application Registration to Calculation and Payment

The application centralises beneficiary data, supporting documents, social assessments, administrative decisions and the calculations required for granting social benefits.

Case File and Family Member Records
Automatic Calculation of Social Benefits
Assessments, Specialist Reports and Decisions
Payment Lists and Consolidated Reports

VMI Minimum Inclusion Income

Energy Heating Allowance and Energy Supplement

Automatic Calculation of Social Benefits

Excel Export of Case Files and Reports

MAIN CAPABILITIES

What the module does in practice

The features cover case file administration, document verification, benefit calculation, issuance of administrative decisions and generation of the required reports.

Social Assistance Case Management

The application manages the applicant’s data, family members, income, assets and educational or employment status.

Applications, Assessments and Decisions

The application manages applications, declarations, social assessments, specialist reports and decisions to grant, suspend or terminate benefits.

Automatic Calculation of Benefits

Benefit amounts are calculated automatically based on income, family composition and the rules applicable to each type of assistance.

Reassessments and Expired Documents

The system monitors reassessment deadlines and the validity of supporting documents and automatically generates alerts.

Payment Lists and Consolidated Statements

The application generates payment lists, schedules, annexes and consolidated statements required for transferring the amounts.

Reports and Statistical Statements

Data can be searched, filtered, consolidated and exported for reporting to the authorities and analysing the institution’s activity.

TYPES OF ASSISTANCE MANAGED

The Main Social Benefits in a Single System

The module provides unified management of case files and calculations relating to the main forms of assistance and benefits granted to citizens.

Minimum Inclusion Income Heating Allowance Energy Supplement Kindergarten Social Vouchers Emergency Assistance Disability Allowances

FEATURES

Main Managed Processes

Features are grouped into categories for quick access to the operations available in the module.

Case Files and Beneficiaries

Registration and management of social assistance case files.
Recording personal data and the CNP of the applicant and family members.
Management of family composition, income, assets and educational or employment status.
Recording the case file history and all subsequent changes.
Searching case files by number, date, status, applicant or family member.
Filtering case files by income, applications, decisions and type of assistance granted.
Export of case file information and history in Excel format.

Applications and Supporting Documents

Management of applications and self-declarations.
Applications for Minimum Inclusion Income.
Applications for heating allowance and the energy supplement.
Applications for kindergarten social vouchers.
Applications for emergency or funeral assistance.
Management of documents for disability allowances.
Monitoring income, unemployment and school certificates.
Monitoring disability classification certificates.
Automatic alerts when supporting documents expire.

Assessments, Specialist Reports and Decisions

Generation and tracking of social assessments.
Preparation of the specialist reports required for processing case files.
Issuance of decisions granting social benefits.
Issuance of decisions to modify, suspend or terminate benefits.
Tracking case file status throughout the processing procedure.
Management of periodic case file reassessments.
Automatic generation of alerts regarding reassessment deadlines.
Recalculation of benefits following changes in family composition or income.

Minimum Inclusion Income and Family Support

Calculation of monthly net income per family member.
Retrieval of the income earned by each family member.
Verification of owned assets against the eligibility conditions.
Automatic calculation of the Minimum Inclusion Income amount.
Separate handling of two-parent and single-parent families.
Calculation of benefits based on the number of children and family income.
Automatic recalculation following changes in income or family composition.
Adaptation of calculations to changes in the applicable rules.

Heating Allowance and Energy Supplement

Calculation of the home heating allowance.
Differentiated calculation for natural gas, electricity and solid or petroleum-based fuels.
Application of income thresholds and compensation percentages.
Calculation of the energy supplement.
Granting the energy supplement together with the heating allowance or independently.
Recording the benefit period and subsequent changes.
Generation of statements and consolidated reports specific to the cold season.

Vouchers, Emergency Assistance and Allowances

Calculation of the value of kindergarten social vouchers.
Determination of eligibility based on the child’s kindergarten attendance.
Recording emergency and funeral assistance.
Recording amounts approved by administrative decision or resolution.
Calculation of monthly allowances for persons with disabilities.
Monitoring certificates and validity periods.
Recalculation of benefits following changes in the beneficiary’s circumstances.

Community Service

Identification of VMI beneficiaries who are fit for work.
Automatic calculation of the required number of working hours.
Tracking completed working hours.
Recording completed periods and activities.
Generation of annexes containing the working hours.
Cross-checking completed hours against the benefits granted.
Generation of the required consolidated reports.

Payments, Reports and Consolidated Statements

Automatic generation of payment lists.
Generation of payment schedules and analytical statements.
Consolidation of payments by assistance type and code.
Generation of statistical reports required by the authorities.
Generation of annexes relating to community service hours.
Statements required for reporting to the County Agency for Payments and Social Inspection.
Generation of lists and statements by filtering and sorting data.
Export of reports and records in Excel format.

INTEGRATIONS AND WORKFLOWS

Data Prepared for Processing, Payment and Reporting

Information entered in case files is used in documents, calculations, payment lists and reports, reducing manual operations and repeated data entry.

AJPIS

Statements and consolidated reports can be prepared for submission to the County Agency for Payments and Social Inspection.

Accounting and Payments

Payment lists and consolidated statements contain the information required for transferring amounts and maintaining financial and accounting records.

Standardised Documents

Assessments, specialist reports, decisions, certificates and calculation sheets are generated from existing data.

Automatic Alerts

Users are alerted to expired documents, required reassessments and identified inconsistencies.

Excel Export

Case files, lists and information history can be exported for verification and further processing.

Secure Access

Permissions can be configured by user group, while data access is protected through authentication.

APLxPERT · SOCIAL ASSISTANCE

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