(a) The collection of required program and
fiscal data associated with Oregon Project Independence will be on forms and
data systems as approved by the Department.
(b) Each area agency and service provider
will collect data as required by the Department on eligible individuals
receiving authorized service.
All authorized service data collected on eligible individuals, supported by
Oregon Project Independence, will contain the individual's Social Security
Number and date of birth.
individuals under the age of 60, documentation will be placed in the
individual's file that the person has been diagnosed as having Alzheimer's
Disease or other related disorder. Documentation must come verbally or in
writing from the individual's physician. The type of "other related disorder"
will also be specified in this documentation.
(a) Each area agency and service provider
will maintain all books, records, documents and accounting procedures that
reflect all administrative costs, program support costs, direct service costs,
and case management costs expended on Oregon Project Independence. These
records will be retained for not less than three years.
(b) These records will be made available upon
request to representatives from the Department, or to those duly authorized by
(a) Fiscal and program
reports will be completed on forms provided by the Department.
(b) Fiscal and program reports will be
submitted to the Department by the specified due dates.
Fiscal/Program reports must, at a
(A) Current cumulative
(B) Cost per unit of
(E) Case management
(F) Direct service
(G) The amount of fee for
service assessed, billed, expended and collected and other funds
(H) Number of
unduplicated clients year to date served for each authorized service year to
date, and unduplicated case count year to date;
(I) Number of units of service for each
authorized service; and
Demographic, social, medical, physical, functional, and financial data,
including a breakdown of the income levels of OPI eligible individuals, as
required by the Department on the SPD Client Assessment/Planning System (CA/PS)
and in Oregon ACCESS database.
(4) Confidentiality The use or disclosure by
any party of any information concerning a recipient of authorized services
described in these rules, for any purpose not directly connected with the
administration of the responsibilities of the Department, Area Agency or
service provider is prohibited except with written consent of the recipient, or
their legal representative. Disclosure of recipient information will meet
Or. Admin. R.
SSD 11-1984, f. 11-30-84,
ef. 12-1-84; SSD 6-1987, f. & ef. 7-1-87; SSD 12-1988, f. & cert. ef.
12-2-89; SSD 19-1989(Temp), f. 12-29-89, cert. ef. 1-1-90; SSD 5-1990, f. &
cert. ef. 2-1-90; SSD 3-1997, f. 11-28-97, cert. ef. 12-1-97; SDSD
9-2002(Temp), f. & cert. ef. 11-1-02 thru 4-29-03; SPD 11-2003, f. &
cert. ef. 5-2-03; SPD 18-2004, f. & cert. ef. 5-28-04; SPD 29-2006, f.
10-23-06, cert. ef. 11-1-06
Stat. Auth.: ORS
Stats. Implemented: ORS