All states that operate Medicaid-funded HCBS programs are required to submit a HCBS Transition Plan to the Centers for Medicare and Medicaid Services (CMS). The Transition Plan must demonstrate to CMS how the state will bring its HCBS system into compliance with the new federal regulations.


In October 2014, DHS and OHA submitted the first Global Transition Plan to CMS. The Transition Plan defines the key activities that DHS and OHA will complete to ensure that Oregon’s HCBS delivery systems are in compliance with the regulations. It also defines that the Global Transition Plan will apply to all licensed, endorsed and certified providers. This includes but is not limited to:

  • Adult Day Programs
  • Adult Foster Homes
  • Assisted Living Facilities
  • Employment Programs
  • Group Homes
  • Residential Treatment Homes and Facilities

In February 2015, CMS responded to DHS and OHA and asked for changes to the Transition Plan. On April 24, 2015 DHS and OHA submitted the revised Global Transition Plan to CMS. CMS requested additional revisions in September 2015 and November 2015.  DHS and OHA submitted the requested revisions on October 1, 2015 and November 18, 2015. Oregon received further requests from CMS for additional information and OHA/DHS submitted revisions in April 2016 and October 2016​.

On 11/02/16, Oregon received initial approval of its Statewide Transition Plan. On 05/09/17, CMS afforded states the opportunity to extend the transition timeline for three additional years. Oregon has amended its plan to capture current transition processes, extend its compliance timeline, and answer questions raised by CMS to obtain final approval of the transition plan. Also included are DHS Aging and People with Disabilities' (APD), DHS Office of Developmental Disabilities Services' (ODDS), and OHA Health Systems Division's (HSD) evidence packages of sites identified as requiring CMS’ heightened scrutiny. This amended plan and the heightened scrutiny evidence packages are posted on this web page and available for Public Comment for 30 days, ending 07/17/17. Non-electronic versions of the Statewide Transition Plan and heightened scrutiny evidence packages may be viewed at the service delivery systems’ local field offices in your geographical area and at the Human Services Building at 500 Summer St. NE, Salem, OR 97301.

Request for Comments:

The purpose of the HCBS settings regulations is to ensure that individuals receive Medicaid HCBS in settings that are integrated in and support full access to the greater community. This includes opportunities to seek employment and work in competitive and integrated settings, engage in community life, control personal resources, and receive services in the community, to the same degree as individuals who do not receive HCBS.

Oregon invites all individuals receiving HCBS services, family members, advocates, providers, delivery system representatives and the broader community to review the Statewide Transition Plan and Heightened Scrutiny evidence packages, and provide input at any time.

Send e-mail comments to: hcbs.oregon@state.or.us

Send written comments via mail to:
HCBS Transition Plan Comments
500 Summer Street NE, E09
Salem, OR 97301

Plan Documents


Email us at HCBS.Oregon@state.or.us