Or. Admin. R. 410-173-0020 – Functional Needs Assessment

(1) The IQA shall meet face-to-face with Individuals or if applicable, their legal or authorized representative and in consultation with other persons identified by the individual to complete a Functional Needs Assessment to determine:
1. (a) The Individual's abilities or need for assistance with IADLs and ADLs;
2. (b) How the individual functioned during the thirty (30) days prior to the assessment date with consideration of how the person is likely to function in the thirty (30) days following the assessment date; and
3. (c) The actual or predicted need for assistance from another person within the assessment time frame.
(2) As part of the person-centered functional needs assessment process, the IQA uses a standardized assessment that includes:
1. (a) The LOCUS; and
2. (b) LSI.
(3) Reassessments of functional needs are conducted face-to-face with the individual on the following schedule:
1. (a) No less frequently than annually, prior to the annual 1915(i) program eligibility date, and no earlier than sixty (60) days prior to the expiration date of the current plan; or
2. (b) When the individual or their legal representative, if applicable, requests reassessment; or
3. (c) When the individual’s needs or circumstances have changed significantly.

ORS 409.050, 413.042, 413.085, 443.738, 427.104 & 430.662

ORS 409.050, 413.042, 413.085, 443.738, ORS 410.020, 427.007, 430.610, 430.620 & 430.622 – 430.670