Finance and Policy Analysis (FPA)

Finance and Policy Analysis provides budget and forecasting services, monitors federal and state policies for their impact on the department's budget, and develops the rates paid to providers in DHS programs.

John Swanson
Budget Director

Components of this group include:

• Budget Development & Implementation
  Provides budget program and administrative planning support for the department.
  
  

• Client Caseload Forecasting
  The Forecasting Team produces bi-annual forecasts for all major DHS client caseloads, including medical assistance programs, mental health and addiction services, self-sufficiency, child welfare and long-term care for seniors and people with disabilities.
  
  

• Federal Financial Policy & Rates Oversight
  Coordinates and monitors federal funding and financial policy across the department.
  
  

• OHP Actuarial Services
  The Oregon Health Plan Actuarial Services Unit is responsible for directing and monitoring the biennial setting of per capita costs and the yearly establishment of capitation rates for the Medicaid demonstration component of the Oregon Health Plan. The unit manages and evaluates data and expenditures analyses, provides forecasts of managed care plan enrollment and expenditures and prepares cost and budget analyses in support of rate-setting activities. The unit acts as a connection between the contracted actuaries, OMAP program and budget staff, managed care plans and other interested stakeholders.
  
  

• Provider Tax: Rules, policy and forms
  
  

  Administrative Rules	Forms
  Medicaid Managed Care Tax OAR 410-050-0100 thru 0250	Use Quarter beginning 7/1/2008 DHS 960-Quarterly Managed Care Organization Provider Tax - Tax Assessment Form (Word)
  Long Term Care Tax OAR 411-050-0400 thru 0590	Use Quarter beginning 7/1/2008 FY2008 Quarterly Nursing Facility Provider - Quarterly Tax Assessment Form (Word)
  Hospital Tax OAR 410-050-0700 thru 0870	Use Quarter beginning 7/1/2008 Oregon Department of Human Services Quarterly Hospital Tax Form (Word)

  
  
  Procedures
  
  • Provider Tax Hearing Process

Also see the Finance and Policy Analysis organization chart.