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



In October 2014, DHS and OHA submitted the first Global Transition Plan to CMS. The Transition Plan defined the key activities that DHS and OHA would complete to ensure that Oregon’s HCBS delivery systems are in compliance with the regulations. It also defined 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. In April 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 in October and November 2015. Oregon received further requests from CMS for additional information and OHA/DHS submitted revisions in April and October 2016.

On November 2, 2016, Oregon received initial approval of its Statewide Transition Plan. In May 2017, 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. Non-electronic versions of the Statewide Transition Plan and heightened scrutiny evidence packages may be requested by email to, or by mail at DHS APD HCBS, 500 Summer St NE E-10, Salem, OR 97301.

On November 15, 2018, Oregon updated its Statewide Transition Plan and posted the amended draft for public comment. This draft version of the Transition Plan includes a reorganization of the information within the plan to make it easier to understand. Additionally, this version addresses questions raised by the public, Stakeholders from all three program areas [i.e., DHS Aging and People with Disabilities' (APD), DHS Office of Developmental Disabilities Services' (ODDS), and OHA Health Systems Division's (HSD)], and CMS suggestions for clarification. The draft Transition plan was posted on DHS and OHA websites, and paper copies were provided upon request. Public comments on this version were requested through December 17, 2018.

On December 27, 2018, Oregon submitted the amended Statewide Transition Plan, with public comments and their responses, to CMS for review and approval.

On February 27, 2019, CMS approved Oregon’s Statewide Transition Plan. The approval letter and the approved Plan are linked below under the heading “Approved Plan​".


Comments Welcome

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 posted documents and submit comments at any time.

Send email comments to:

Send written comments via mail to:
500 Summer St NE E-10
Salem, OR 97301

Plan Documents

Approved Plan

Oregon's Approved Transition PlanFeb 2019
CMS Final Approval of OR Transition PlanFeb 2019

Heightened Scrutiny-Related Documents​

HSD Heightened Scrutiny Evidence ReportJun 2017
APD Heightened Scrutiny Evidence PackageJun 2017
APD Heightened Scrutiny Onsite Review Template Nov 2016
APD Heightened Scrutiny Provider Letter and WorksheetSept 2016
ODDS Heightened Scrutiny EvidenceJun 2016
Past Plans
Oregon’s Amended Transition Plan – Dec 2018Dec 2018
Oregon's Executive Summary of Amended Transition PlanAug 2017
Oregon's MilestonesAug 2017
Oregon's Amended Transition PlanAug 2017
HCBS Stakeholder Meeting Summary*Aug 2017
Initial Approval of Oregon's Statewide Transition PlanNov 2016
Oregon's Response to CMS' Request for InformationNov 2016
Oregon's Revised Transition Plan with Technical Edits Oct 2016
Oregon's Revised Transition PlanApr 2016
Oregon's Revised Transition PlanNov 2015
Oregon's Revised Transition PlanOct 2015
HCBS Global Scorecard - Non-Residential/Specialized LivingSep 2015
Oregon's Revised Transition PlanApr 2015
Comments and Responses on Transition PlansOct 2014
Oregon's Initial Transition PlanOct 2014
HCBS Global ScorecardJul 2014

 *CMS received copies of all Statewide Stakeholder Meeting Agendas along with the Summary document. The Summary is provided on this webpage; if anyone would like a copy of the agendas, they may be requested using either method listed above (see section called "Request for Comments" above).


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