OAR 411-054-0026
Notice to Potential Residents

The facility must provide the following documents to potential residents before move-in:
(1) UNIFORM DISCLOSURE STATEMENT. This is a Department-designated form (form APD 9098A) to provide to each individual who requests information about the facility.
(2) RESIDENCY AGREEMENT. This is an agreement prepared by the facility. The residency agreement must be reviewed by the Department before distribution and must include the following:
(a) Terms of occupancy, including policy on the possession of firearms and ammunition.
(b) Payment provisions including the basic rental rate and what it includes, cost of additional services, billing method, payment system and due dates, deposits, and non-refundable fees, if applicable.
(c) The method for evaluating a resident’s service needs and assessing the costs for the services provided.
(d) Policy for increases, additions, or changes to the rate structure. The disclosure must address the minimum requirement of 30 days prior written notice of any facility-wide increases or changes and the requirement for immediate written notice for individual resident rate changes that occur as a result of changes in the service plan.
(e) Refund and proration conditions.
(f) A description of the scope of resident services available according to OAR 411-054-0030 (Resident Services).
(g) A description of the service planning process.
(h) Additional available services.
(i) The philosophy of how health care and ADL services are provided to the resident.
(j) Resident rights and responsibilities.
(k) The facility’s system for packaging medications including the option for residents to choose a pharmacy that meets the requirements of ORS 443.437 (Choice of prescription and nonprescription drugs and supplies).
(l) Criteria, actions, circumstances, or conditions that may result in a move-out notification or intra-facility move consistent with OAR 411-054-0080 (Involuntary Move-out Criteria).
(m) Resident rights pertaining to notification of involuntary move-out.
(n) Notice that the Department has the authority to examine resident records as part of the evaluation of the facility.
(o) The facility’s staffing plan.
(p) Additional elements as listed in 411-054-0027 (Resident Rights and Protections)(2).
(3) CONSUMER SUMMARY. The facility must develop a Consumer Summary Statement specific to the facility. This form is separate from the residency agreement. For a model consumer summary that may be used as an example, please see the Department form (form APD 9098CS).
(a) Similar to the residency agreement, this summary statement must be provided to a potential resident before move-in. The consumer summary must include the following:
(A) A summary of the services provided by the facility.
(B) A summary of the services and types of care the facility does not provide.
(C) A statement that, if the facility is not capable of meeting the resident’s needs for care and services, the facility may require the resident to move to another facility or care setting, in accordance with OAR 411-054-0080 (Involuntary Move-out Criteria).
(D) A statement explaining that, if a resident leaves the facility to receive acute medical, psychiatric, nursing or other specialized care, the facility will evaluate the facility’s ability to meet the resident’s care needs before the resident is permitted to return to the facility, in accordance with OAR 411-054-0080 (Involuntary Move-out Criteria)(6).
(E) An explanation of the resident’s right to appeal should the facility either require the resident to leave the facility, or not permit the resident to return following treatment as described in paragraph (D). Appeal rights are explained in OAR 411-054-0080 (Involuntary Move-out Criteria)(7).
(F) A statement as to whether the facility will arrange or coordinate hospice care for a resident upon request.
(b) The information in the summary statement outlined in subsection (a) above must:
(A) Be in writing.
(B) Be written in plain English.
(C) Be explained to the individual or the person acting on behalf of the individual in a manner the individual or representative understands.
(D) Be provided separately from all other disclosure documents, such as the Uniform Disclosure Statement (APD form 9098A), and the facility’s Residency Agreement.
(E) Be signed by the individual or the person acting on behalf of the individual, acknowledging that the individual or representative understands the content and implications of the information.
(4) All disclosure information and residency agreements must be written in compliance with these rules.
(a) The facility may not include any provision in the residency agreement, summary statement or disclosure information that is in conflict with these rules and may not ask or require a resident to waive any of the resident’s rights or the facility’s liability for negligence.
(b) The facility must retain a copy of the original and any subsequent signed and dated residency agreements and must provide copies to the resident or to the resident’s designated representative.
(c) The facility must give residents 30 days prior written notice of any additions or changes to the residency agreement. Changes to the residency agreement must be faxed, emailed, or mailed to the Department before distribution.

Source: Rule 411-054-0026 — Notice to Potential Residents, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=411-054-0026.

411‑054‑0000
Purpose 411‑054‑0005
Definitions 411‑054‑0010
Licensing Standard 411‑054‑0012
Requirements for New Construction or Initial Licensure 411‑054‑0013
Application for Initial Licensure and License Renewal 411‑054‑0016
New Applicant Qualifications 411‑054‑0019
Change of Ownership or Management 411‑054‑0025
Facility Administration 411‑054‑0026
Notice to Potential Residents 411‑054‑0027
Resident Rights and Protections 411‑054‑0028
Abuse Reporting and Investigation 411‑054‑0030
Resident Services 411‑054‑0034
Resident Move-In and Evaluation 411‑054‑0036
Service Plan — General 411‑054‑0038
Individually-Based Limitations 411‑054‑0040
Change of Condition and Monitoring 411‑054‑0045
Resident Health Services 411‑054‑0050
Infection Prevention and Control 411‑054‑0055
Medications and Treatments 411‑054‑0060
Restraints and Supportive Devices 411‑054‑0065
Administrator Qualifications and Requirements 411‑054‑0070
Staffing Requirements and Training 411‑054‑0080
Involuntary Move-out Criteria 411‑054‑0085
Refunds and Financial Management 411‑054‑0090
Fire and Life Safety 411‑054‑0093
Emergency and Disaster Planning 411‑054‑0100
Exceptions and Waivers 411‑054‑0105
Inspections and Investigations 411‑054‑0106
Regulatory Framework 411‑054‑0110
Conditions 411‑054‑0120
Civil Penalties 411‑054‑0130
Non-Renewal, Denial, Suspension or Revocation of License 411‑054‑0133
Temporary Manager 411‑054‑0135
Criminal Penalties 411‑054‑0140
Additional Authority 411‑054‑0200
Residential Care Facility Building Requirements 411‑054‑0300
Assisted Living Facility Building Requirements 411‑054‑0320
Quality Measurement Program and Council
Last Updated

Jun. 8, 2021

Rule 411-054-0026’s source at or​.us