Submitted June 30 every calendar year
HFCR Form: The Hospital Facility and Clinic Report form (which has also been referred to as the Health Care Facility and Clinic Report form) is an annual report due June 30th of every year. The report shall identify its health care facilities and reportable affiliated clinics; Hospitals and health systems must report all clinics operating in Oregon that the hospital or health system owns, controls, or operates under the common brand of the hospital or health system. The form has two parts:
- HFCR
Part A: an attestation, signed by an officer of the hospital, that the hospital's financial assistance policy has been posted in the health care facilities and reportable affiliated clinics, and has been made available to patients of the facility and reportable affiliated clinic.
- HFCR
Part B: a list of health care facility/clinic names, addresses, and indication if the facility is (or is not) a non-profit facility. Hospitals are free to populate this portion of the form or submit a list of facilities in another easy-to-read format.
Submitted 120 days after the end of each fiscal year
AFS: This document is submitted annually 120 days after the end of a hospital's fiscal year. A financial statement serves to document the financial position of a hospital. It includes but is not limited to data on business activities, revenue and expenses, and assets. Many hospitals in Oregon belong to a Health System, which will generally submit one financial statement for the health system.
FR-3 Form: This document is submitted annually 120 days after the end of a hospital's fiscal year. The FR-3 provides easy access to key data points found within the audited financial statement such as net revenue and total expense. For users who are interested in doing analysis on FR-3 data, we suggest downloading the FR-3 data set.
Submitted 150 days after the end of each fiscal year
HFAR Form: Hospitals must submit the Hospital Financial Assistance Report form (form HFAR) no later than 150 days after the end of the hospital's fiscal year, for certain financial assistance data from the most recently completed fiscal year.
*This is a new form and is effective for hospital fiscal years that begin on or after January 1, 2025.
Submitted within 240 days after the end of each fiscal year
CBR-1 Form: This document is submitted annually 240 days after the end of a hospital's fiscal year. The CBR-1 collects self-attested data on a hospital's community benefit activities such as cash and in-kind donations, community health improvement, and research among others. For users who are interested in doing analysis on CBR-1 data, we suggest downloading the CBR-1 data set.
CBR-1
Narrative: Is supplemental documentation. In addition to completing the CBR-1 form, hospitals shall prepare a supplemental narrative describing their community benefit program. The narrative focuses on activities occurring within the fiscal year of the CBR-1 report; however, it may also describe ongoing programs and activities from past years as well as programs that will extend into the future. Detailed instructions are outlined on the first tab of the CBR-1 and within the CBR-1 instructions.
CHNA: The Community Health Needs Assessment document must be completed every three calendar years by the hospital. The Affordable Care Act legislated that a hospital must complete a Community Health Needs Assessment every three years and publish the document on their website.
CHIP: The Community Health Improvement Plan document is the implementation strategy to target health needs identified in the CHNA. This is most often a separate document but can be included with the CHNA.
Submitted every odd-numbered fiscal year
(Submitted no later than 90 days prior to the start of the even-numbered fiscal year in the spending floor cycle)
CBR-3 Form: This document is submitted no later than 90 days prior to the start of the even-numbered fiscal year in the spending floor cycle; this means it is collected in every odd-numbered fiscal year for the use of the spending floor cycle. The CBR-3 form is used to indicate a grouping for the community benefit minimum spending floor (MSF) established in HB3076. Health systems can choose to group their reportable clinics and hospitals into one or more groups for purposes of applying a minimum spending floor. Independent hospitals also submit a CBR-3 form for their hospital and any reportable clinics.
Every Spending Floor Cycle
MSF: Notification of Community Benefit Minimum Spending Floor Assignment and Calculations are documents published by the Oregon Health Authority 60 days before the beginning of a hospital's fiscal year. This is a formal notification to the hospital of the minimum amount of total community benefit they must provide in each of the next two fiscal years (which is the spending floor cycle).
Public comment(s): Formal correspondence related to the Community Benefit Minimum Spending Floor
Ad-hoc reports
CPR-1: Capital Projects Reporting are ad-hoc reports required as necessary for reporting hospital construction, renovation, or purchase of assets over a certain monetary value.
Note: For ease of access, even when documents apply to multiple hospitals or medical centers, in Health Systems for instance, the document is accessible in every hospital or medical center for which it is associated.