Consumer Summary Statement Oregon: What SB 815 Requires Facilities to Disclose

What the Consumer Summary Statement Actually Is

Every licensed assisted living facility (ALF) and residential care facility (RCF) in Oregon must hand prospective residents a Consumer Summary Statement before admission. This requirement comes from Senate Bill 815 and is codified in Oregon Administrative Rules Chapter 411, Division 054.

The document is not marketing material. It is a standardized, state-mandated disclosure that spells out exactly what the facility is licensed and staffed to provide — and, critically, what it cannot provide. It lists the clinical boundaries that would trigger an involuntary transfer to a higher level of care.

If a facility does not offer you this document before you sign an admission agreement, that is a red flag. Oregon law requires it.

What the Statement Must Include

The Consumer Summary Statement covers several categories that matter when you are comparing facilities for a parent:

Services provided and not provided. The statement must specify which personal care services (bathing assistance, medication management, mobility help) the facility delivers in-house versus which require outside providers. If a facility does not offer on-site skilled nursing, the statement must say so.

Licensing and survey information. The document explains the facility's licensing and survey process and where to find its licensing and survey results. Facilities with a Memory Care Community endorsement under OAR 411-057 have additional dementia-care requirements that should be verified in the facility's licensing records.

Clinical boundaries. This is the most important section for families. It defines the conditions under which the facility would determine that a resident's needs exceed what it can safely manage — the trigger for an involuntary discharge. These boundaries typically include conditions requiring continuous skilled nursing, ventilator dependence, or acute psychiatric care.

Fees and agreements. Review the admission or residency agreement for base monthly rates, care-tier charges, medication management charges, and ancillary service fees. Oregon facilities commonly use a "care points" system where each additional ADL need adds a monthly charge on top of base rent.

How to Use It When Comparing Facilities

Most families tour three to five facilities and walk away with glossy brochures that look nearly identical. The Consumer Summary Statement is the one document that cuts through the marketing.

Compare clinical boundaries side by side. If your parent has moderate dementia, check whether each facility's statement lists behavioral symptoms (wandering, exit-seeking, agitation) as grounds for involuntary discharge. A facility that excludes those behaviors from its discharge triggers is better equipped for progressive cognitive decline.

Match the fee structure to your parent's actual needs. Ask the facility to map your parent's current ADL needs to their care-point system and give you a realistic monthly cost — not just the base rate. The facility's fee schedule gives you the structure to calculate this yourself.

Verify the Memory Care endorsement. Oregon does not issue a standalone memory care license. A facility claiming to offer memory care must hold a Memory Care Community endorsement under OAR 411-057. Verify the endorsement in the state's licensing records rather than relying on the website or the Consumer Summary Statement alone.

Where to Find Facility Records Before You Visit

The Oregon Department of Human Services maintains a public licensing database at ltclicensing.oregon.gov. You can look up any licensed ALF, RCF, or adult foster home to review its active license status, substantiated violations, and regulatory actions from the past five years.

Pull the licensing record before your tour. If a facility has substantiated violations for inadequate staffing or medication errors, the Consumer Summary Statement's staffing disclosures become a point you can press during your visit.

What Happens If a Facility Violates Its Own Statement

If a facility admits a resident whose needs are at or near the clinical boundaries disclosed in its Consumer Summary Statement, keep the statement and admission records. If the resident's condition later changes, the family can use those documents when asking the facility, APD, or the Ombudsman to review a proposed move-out.

The Oregon Long-Term Care Ombudsman can review involuntary discharge notices and advocate for residents whose facilities accepted them beyond their disclosed capacity. Families can reach the Ombudsman through the ADRC of Oregon at 1-855-673-2372.

Making the Statement Work for Your Family

The Consumer Summary Statement exists because Oregon recognized that families making placement decisions under crisis pressure need standardized information, not sales pitches. Request it from every facility you visit, read the clinical boundaries section before anything else, and bring it to your parent's APD case manager if you need help interpreting how the facility's capacity matches your parent's CAPS assessment results.

If you want a complete framework for comparing Oregon care settings — from adult foster homes through assisted living to nursing facilities — including the financial eligibility rules and facility evaluation worksheets, the Choosing Care in Oregon guide walks through the full decision process step by step.

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