Page 523

523 (07/2026) Chapter 2:Eligibility • Section 10: Long-Term Care (LTC) services Resources As part of the eligibility determination, ODHS|OHA is required to request resource verification from the Asset Verification System (AVS) for all individuals and their spouses who are applying for or receiving OSIPM-based LTC services. AVS requests need to be submitted, even when an individual reports having no assets, to determine if there are any undisclosed assets or transfers. A resource assessment (RA) is required when a married individual applies for OSIPM-based LTC services and their spouse is not residing in a hospital or nursing facility. Though OSIPM is the only medical program with a resource limit, married HSD medical recipients should be given the opportunity to complete a RA when applying for LTC services in anticipation that they may eventually require OSIPM and may have diminished ability to provide the needed information when the time comes. Other resources Resource Assessment *includes screenshots: Overview of the Resource Assessment Summary screen and describes the concept of a ‘community spouse’ and how to calculate the community spouse resource allowance. Court Ordered Cost-Sharing Reduction (CSR) *includes screenshots: Describes the task and the conditions to trigger it. Provides steps for approving or denying the use of the court ordered amount. Medical Asset Check via AVS *includes screenshots: Describes what benefit programs are eligible for the medical asset check and the different types of assets that are checked by the AVS interface. Provides instruction for initiating the check and responding to discrepant and undisclosed resources. Call Center Software – Playing the Asset Verification System (AVS) recording & Capturing Verbal Signature *includes screenshots: Walks through the process of having the Oregonian listen to the AVS recording, capturing the verbal signature, downloading the recording and saving the file in ONE at the individual level. Excluded resource: Payments received under a Qualified Partnership Policy (QPP) When an individual in a nonstandard living arrangement applies for OSIPM, ODHS excludes as a resource an amount equal to the insurance payments received under a QPP as of the initial month of eligibility. This exclusion: • Does not apply when home equity exceeds the program limits, and • Applies to all other resources, notwithstanding other rules that designate the resources as countable. Click here for more information about payments received under a QPP. Estranged Spouses of LTSS Applicants Spouses and their solely-owned resources can be omitted from an applicant’s case, with APD policy approval, in the following scenarios: • There is alleged abuse or a report of domestic violence safety concerns between the couple – this does not need to be verified, and it doesn’t matter whether the applicant is the victim or the perpetrator. • The applicant has not had contact with the spouse for several years, they or someone on their behalf has