Manual |
Change |
Section/Item |
Rule Change
(available 7-1-2018 unless otherwise indicated) |
| OSIP(M) |
The Minimum Monthly Maintenance Needs Allowance and the Community Spouse Monthly Housing Allowance have been updated |
OSIPM WG 1, OSIPM WG 2, OSIPM WG 6, OSIPM WG 12, OSIPM E.4 |
|
| |
The LTC Rate Schedule was updated in OSIPM E.4 |
Rate Schedule |
|
| |
The Application section was updated to reflect the 7/1/18 amendment to the When an Application Must Be Filed rule that removes the 12-month timeline for waiving applications for inmates released from incarceration whose APD medical benefits were suspended. |
OSIPM B.1, B.4 |
461-115-0050 |
| |
The Verification section (under Application) and Citizen/Noncitizen Status section (under Nonfinancial Requirements) were updated to reflect the 7/1/18 rule change clarifying that citizen/noncitizen status only has to be verified at initial application, when changes reported, or when status is questionable |
OSIPM B.7, D.2 |
461-115-0704 |
| |
The General Assistance worker guide was updated to reflect 7/1/18 rule amendments that removed the $85 earned income deduction when calculating income used to determine housing assistance payments. |
OSIPM WG 13, section D |
461-135-0950
461-160-0500 |
| |
The Resource Limits section (under Financial Requirements) and Allocation and Deeming Worker Guide were updated to reflect 7/1/18 rule amendment that corrected a previous change which inadvertently changed the way resources are deemed when more than one child applies for OSIPM. |
OSIPM E.7, WG.8 |
461-160-0010 |
| |
Several sections were updated to reflect the 7/1/18 rule amendments that changed the OSIPM income limit for individuals residing in a 24-hour mental health residential care setting to 150% of the FPL and removed the liability requirement. |
OSIPM C.1, D.10, D.11, E.2, E.3, E.4, H.8 |
461-110-0210, 461-135-0755, 461-155-0010, 461-155-0250, 461-155-0630, 461-160-0540, 461-160-0610, 461-160-0620 |
| |
The Assigning and Pursuing Assets section (under Nonfinancial Requirements) was updated to reflect 7/1/18 rule changes that eliminated the requirement to pursue payments from pension/retirement plans (as a pursuit of assets requirement). If the individual does not convert plans to income (if eligible to do so), the retirement/pension plan will be a countable resource. These amendments essentially reverse the 7/1/16 changes. |
OSIPM D.4 |
461-120-0330, 461-145-0380 |
| |
The Special Diet section of the Special Needs worker guide was updated to reflect the 7/1/17 rule change that changed the 6-month review period to 12 months. |
OSIPM H.11 |
461-155-0670 (eff 7/1/17) |
| |
The Pickle Amendment Clients section (under Special Considerations) was updated to clarify that an individual could also have received state supplement payments and SSB to potentially qualify. |
OSIPM WG 9.3 |
|
| QMB |
The When to Use an Application section (under Application) was updated to reflect the 7/1/18 amendment to the When an Application Must Be Filed rule that removes the 12-month timeline for waiving applications for inmates released from incarceration whose APD medical benefits were suspended. |
QMB B.4 |
461-115-0050 |
| |
The Verification section (under Application) and Citizen/Noncitizen Status section (under Nonfinancial Requirements) were updated to reflect the 7/1/18 rule change clarifying that citizen/noncitizen status only has to be verified at initial application, when changes reported, or when status is questionable. |
QMB B.11, D.8 |
461-115-0704 |
| |
The Assumed Eligibility section (under Nonfinancial Requirements) was updated to reflect 7/1/18 rule change that removes failure to pursue assets to the exceptions to assumed eligibility (already addressed by SSA) and clarifies that requirements from 461-12-0345 apply. This change aligns QMB with OSIPM changes made on 4/1/18. |
QMB D.5 |
461-135-0010 |
| |
The Assigning and Pursuing Assets section (under Nonfinancial Requirements) was updated to reflect 7/1/18 rule changes that eliminated the requirement to pursue payments from pension/retirement plans (as a pursuit of assets requirement). These amendments essentially reverse the 7/1/16 changes. |
QMB D.3 |
461-120-0330, 461-145-0380 |
| |
The Participant Fee section of the EPD WG was updated to clarify that EPD participants received a bill for their participant fee each month. |
EPD WG 11.5 |
|
| |
The Medical Costs section (under Financial Requirements) was updated to clarify how costs should be used. This will be clarified in a 10/1/18 rule change. |
OSIPM E.6 |
|
| Counting Client Assets |
The Achieving a Better Life Experience (ABLE) Act section was updated to reflect the 7/1/18 rule change that excludes all distributions from ABLE Act accounts as income. |
CCA B.1 |
461-145-0000 |
| |
The Animals section was updated to reflect 7/1/18 rule change that adds information on how to treat proceeds from the sale of animals that are a source of income and food for QMB, SMB, and SMF. |
CCA B.5 |
461-145-0010 |
|
The In-Kind Income section was updated to reflect 7/1/18 rule change that adds the exclusion of in-kind income for purposes of calculating the General Assistance housing assistance payment to the specific asset rule, supporting the exclusion previously established in OAR 461-160-0500. |
CCA B.42 |
461-145-0280 |
| |
The Shelter In-Kind Income section was updated to reflect 7/1/18 rule change that clarifies that 3rd-party payments that are unearned are excluded for QMB, SMB, and SMF; adds the condition that living on the employer's premises as a reasonable expectation of the job to the exclusion of certain earned shelter in-kine income; and clarifies that earned 3rd-party payments made for shelter expenses are also counted as earned income. |
CCA.B.70 |
461-145-0470 |
|
A Virtual Currency or Cryptocurrency section was added to reflect the adoption of a new rule establishing the Department policy on treatment of this asset. |
CCA B.86 |
461-145-0583 |
| |
The Earned Income; Defined section and the Earned Income; Treatment section were updated to reflect the 7/1/18 rule change that adds a reference to the corporation and other business entities rule, which contains an exception to counting dividends and profits as earned income. |
CCA B.22, CCA B.23 |
461-145-0120, 461-145-0130 |
| |
The Educational Accounts section was updated to reflect the 7/1/18 rule change which adds a definition of educational expenses for APD medical programs, adds MSPs to the provisions surrounding distributions of Coverdell Accounts, and removes the "other funds set aside" language. |
CCA B.25 |
461-145-0145 |
| |
The Educational Income section was updated to reflect 7/1/18 rule change that adds gifts used for educational purposes to the section that contains the reference to educational accounts rule (along with distributions from Coverdell accounts). |
CCA B.26 |
461-145-0150 |
| |
The Gifts and Winnings section was updated to reflect 7/1/18 rule change that adds a reference to the educational accounts rule for gifts intended for educational purposes. |
CCA B.32 |
461-145-0210 |
| |
The Pension and Retirement Plans section was updated to reflect the 7/1/18 rule change that removes references to the pursuit of assets rule. |
CCA B.55 |
461-145-0380 |
| |
The Deeming the Assets of a Noncitizen Sponsor to a Noncitizen section was updated to reflect the 7/1/18 rule change removing deeming requirements for sponsored noncitizens. |
CCA B.17 |
461-145-0820, 461-145-0830 |
| |
The Lodger section was updated with examples to help clarify the cost pro-ration methodology. |
CCA B.48 |
|
| APD Worker Guide |
The Verifying Client Information - Not SNAP section was updated updated to reflect the 7/1/18 rule change clarifying that citizen/noncitizen status only has to be verified at initial application, when changes reported, or when status is questionable. |
APD B.1 |
461-115-0704 |
| |
The Services and Case Coding for Individuals with Mental Health Disabilities section was updated to reflect the 7/1/18 rule amendments that changed the OSIPM income limit for individuals residing in a 24-hour mental health residential care setting to 150% of the FPL and removed the liability requirement. |
APD D.10 |
461-110-0210, 461-135-0755, 461-155-0010, 461-155-0250, 461-155-0630, 461-160-0540, 461-160-0610, 461-160-0620 |
| |
The Clients in State Psychiatric Hospitals and Training Centers section was updated to clarify that individuals admitted to the Oregon State Hospital who can continue to receive OSIPM are not subject to the 300% SSI income standard, clarify the age limits, clarify that they must be otherwise eligible for OSIPM, and add a reminder that those who are not eligible are no longer limited to a 12-month suspension (it is indefinite), clarify the age limits, remove references to client liability (included in 7/1/18 update to OAR 461-160-0620), and make other updates and corrections. |
APD D.7 |
|
| SNAP |
See SS-PT-18-012 and SS-PT-18-013for more information on changes to SNAP. |
|
|
| APD MAGI Manual |
This manual will be updated frequently; check periodically for new information. |
APD MAGI Manual |
|
REF(M) |
See SS-PT-18-012 and SS-PT-18-013 for more information on changes to REF(M). |
|
|
| Miscellaneous |
The Special Considerations for Incarcerated Clients section of Staff Tools was updated to reflect 7/1/17 rule change that removes the 12-month timeline for suspending benefits as well as the deadline for waiving applications for inmates released from incarceration whose benefits were suspended and clarified that the reporting period is 10 calendar days. Other miscellaneous updates were also added. |
APD Staff Tools - Incarcerated Clients |
461-135-0950 (eff 7/1/17 and 4/1/18) |
| |
The Policy Analyst Contact List was updated |
Program Analyst Contact List |
|
| MMIS |
|
|
|
| Generic Program Elements |
The Special Considerations for Incarcerated Clients section of Staff Tools was updated to reflect 7/1/17 rule change that removes the 12-month timeline for suspending benefits as well as the deadline for waiving applications for inmates released from incarceration whose benefits were suspended and clarified that the reporting period is 10 calendar days. Other miscellaneous updates were also added. |
Generic N.1
|
461-135-0950 (eff 7/1/17 and 4/1/18) |
| Case Management Tools |
Section |
Link |
Applicable Rules |
|
APD Client Pay-In section: No updates this quarter. |
APD Client Pay-In |
|
| |
APD Program October 2017 Changes section:
- Added the following:
- Transmittals:
- APD-PT-18-018 Decisions on Service Cases Impacted by APD-PT-18-005
- APD-PT-18-018 Decision Notice Updates and Related Policy Changes for Individuals Receiving Services
|
APD Program October 2017 Changes |
|
| |
APD Training section:
- Added the following:
- New Decision Notice Training Material
- Decision Notice Flow Chart
- New Decision Notice Instructions Workbook
- Form 2780 SPL Determination Decision Notice
- Form 2781 SPL Redetermination Decision Notice
- Form 2782 IHS Hours Determination Decision Notice
- Form 2783 IHS Hours Redetermination Decision Notice
- Assessing Consumer Ability to Manage Consumer-Employer Responsibilities PPT
- Transmittals –
- APD-AR-18-035: APD Decision Notice Implementation Trainings in iLearn
|
APD Training |
|
| |
Assessment Tools section: No updates this quarter. |
Client Details, Treatment, Forms & Miscellaneous LTC Info |
|
| |
Client Details, Treatment, Forms & Miscellaneous LTC Info section: No updates this quarter. |
Client Details, Treatment, Forms & Miscellaneous LTC Info |
|
| |
Complex Case Consultations section:
- Added the following:
- Transmittals –
- APD-IM-18-050: Updated Complex Case Consultation Referral Form
|
Complex Case Consultations |
|
| |
Employed Persons with Disabilities (EPD) Section:
- Added the following transmittal:
|
Employed Persons with Disabilities |
|
| |
Exceptions section:
- Added the following:
- In-home Services New Exception Request Rules and Process Training Material
- Transmittals –
- APD-AR-18-033: New Information Pamphlet Regarding In-Home Exception Hours, HCW Hourly Cap Exceptions and Shift-Service
- APD-PT-18-023: Rule Changes to In-Home Eligibility Criteria, Maximum Number of Hours, and Exceptions Process
- Updated the following:
- SDS 0514 In-Home Exceptions Request
|
Exceptions |
Chap. 411, Div. 027 |
| |
Extended Waiver Eligibility (EWE) Section: |
Extended Waiver Eligibility (EWE) |
411-015-0030 |
| |
Facilities section:
- Added the following:
- Transmittals –
- APD-AR-18-041: New CBC Facilities and Changes in Ownership, Name Changes, new Specific Needs Contracts, and In-Home Care Agency Changes in Ownership and Name Changes
- APD-AR-18-038: Implementation of New Income and Liability Rules for Individuals Currently Residing in 24-Hour Mental Health Residential Care Settings
- APD-PT-18-024: New Income Methodology and Elimination of Liability Requirement for Individuals in 24-Hour
- APD-AR-18-036: New CBC Facilities and Changes in Ownership, Name Changes, new Specific Needs Contracts, and In-Home Care Agency Changes in Ownership and Name Changes
|
Facilities |
|
| |
Home Delivered Meals (HDM) section: No updates this quarter. |
Home Delivered Meals (HDM) |
Chapter 411, Division 040
411-027-0000(7) Payment Limitations |
| |
Homecare Worker section:
- Added the following:
- Homecare Worker Termination FAQs
- Homecare Worker Orientation Power PowerPoint in the following languages –
- Arabic
- Russian
- Vietnamese
- Spanish
- Somali
- Chinese
- OHCC Consumer HCW Checklist
- Transmittals -
- APD-IM-18-047: HCW Orientation PowerPoint Updated
- APD-IM-18-032: Homecare Worker Provider Number Expiration Notices
|
Homecare Worker |
Chap. 411, Div. 031 |
| |
Independent Choices section:
- Added the following:
- Transmittals –
- OPAR-IM-18-002: CMU Client Direct Deposit Procedure Changes
- Updated the following:
- ICP Participant Handbook
- ICP Benefit Calculation (form SDS 0546IC2Wk)
- ICP Benefit Calculation (form SDS 0546IC)
- Budget Worksheet (Print version and Digital version)
- Six Month Budget Review Checklist
|
Independent Choices |
411-030-0100 |
| |
In-Home Care Agencies section:
- Added the following:
- Transmittals –
- APD-AR-18-040: In-Home Care Agency Revised 546 for New Hourly Rate
- Updated the following: I
- In-Home Care Agencies List
|
In-Home Care Agencies |
Chap. 411, Div. 033 |
| |
In-Home Support Services section:
- Added the following:
- OHCC Consumer HCW Checklist
- Assessing Consumer Ability to Manage Consumer Employer Responsibilities PPT
- Transmittals –
- APD-AR-18-039: Final Action on Former Live-in Cases
- APD-PT-18-023: Rule Changes to In-Home Eligibility Criteria, Maximum Number of Hours, and Exceptions Process
- APD-PT-18-019: New Notice Requirements for SPL and In-Home Hours
- APD-AR-18-031: Updated Consumer Checklist
- APD-IM-18-031: In-Home Rules Changes and Webinar Registration
- APD-IM-18-035: Buckley Bill Notice Form 70B Sent in Error
- APD-PT-18-015: Decision Notice Updates and Related Policy Changes for Individuals Receiving Services
- Updated the following:
- Client Employer Responsibilities
- Consumer-Employer Responibilities and Indicators for Intervention
|
In-Home Support Services |
Chap. 411, Div. 030 |
| |
K-Plan Services section:
- Updated the following:
- K-Plan Ancillary Services Provider List
|
K-Plan Services |
Chap. 411, Div. 035 |
| |
Long Term Care Rates section:
- Added the following:
- Transmittals –
- APD-AR-18-040: In-Home Care Agency Revised 546 for New Hourly Rate
- APD-PT-18-025: Community Based, In-Home, PACE & NF Rates
|
Long Term Care Rates |
Chap. 411: Div 027, Div. 030, Div. 031 |
| |
Mandatory Case Manager In-Service Webinars section:
- Added the following:
- Decisions on Service Cases (PPT/Q&A/Audio)
- In-home Services New Exception Requests Rules and Process (PPT)
- Transmittals –
- APD-IM-18-031 In-Home Rule Changes and Webinar Registration
|
Mandatory Case Manager In-Service Webinars |
|
| |
Mental or Emotional Disorder Review Team (MED) section: No updates this quarter. |
Mental or Emotional Disorder Review Team (MED) |
Chap. 411, Div. 015 |
| |
Nursing Facilities & PAS section: No updates this quarter. |
Nursing Facilities & PAS |
|
| |
Oregon ACCESS & CA/PS Information section:
- Added the following:
- Transmittals –
- APD-IM-18-045: Oregon ACCESS Updates for May 21, 2018
- APD-IM-18-037: Oregon ACCESS Enhancements – May 7, 2018
|
Oregon ACCESS & CA/PS Information |
|
| |
Oregon Project Independence: No updates this quarter. |
Oregon Project Independence |
Chap. 411, Div. 032 |
| |
Program of All-Inclusive Care for the Elderly (PACE) section:
|
PACE |
Chap. 411, Div. 045 |
| |
Provider Time Capture (PTC) Information section: No updates this quarter.
|
Provider Time Capture (PTC) Information |
|
| |
Service Priority Level Information section:
- Added the following:
- Transmittals –
- APD-PT-18-022: Long-Term Care Service Priorities for Individuals Served
- APD-PT-18-019: New Notice Requirements for SPL and In-Home Hours
- APD-PT-18-018: Decisions on Service Cases Impacted by APD-PT-18-005
|
Service Priority Level Information |
|
| |
Specialized Services/Specific Needs Contracts section:
- Updated the following:
- Specialized Service Vacancy Report (New Excel Version)
|
Specialized Services/Specific Needs Contracts |
|
| |
State Plan Personal Care section: No updates this quarter.
|
State Plan Personal Care |
Chap. 411, Div. 034 |
| |
Waivered Case Management section:
- Added the following:
- WCM Best Practice Tips for Success
- WCM Case Manager Statistics Tracking Spreadsheet
|
Waivered Case Management |
Chapter 411, Division 028 |
