039-OHSU-Legacy

Current Status

OHA accepted a complete notice on October 4th, 2024 and is currently conducting a 180-day comprehensive review of this transaction. OHA has requested more information from the entities. The review period is currently paused until the entities provide the requested information. 

OHSU has their own website dedicated to the transaction. Please note that the HCMO@OHSU.edu email address listed on OHSU's website is not affiliated with OHA. Feedback or comments submitted to HCMO@OHSU.edu will not be received by OHA. 

OHA is accepting public comments throughout the review period. To submit a public comment to OHA, include the word "OHSU" or "Legacy" in your comment and share your thoughts in one of these ways:

• Email hcmo.info@oha.oregon.gov 
  
• Leave a voicemail at 503-945-6161 
  
• Fill out the public comment form
  

OHA Publications

OHA has published the following reports and communications to date:

• Transaction summary
• Preliminary review report
  
• Executive summary
  
• Determination letter

Filings and Submissions

On November 13, 2024, OHA posted revised redacted materials from the entities as well as an updated redaction log. See documents linked below. 

Notice of Material Change Transaction Form and Exhibits

• Notice of Material Change transaction form
  
• OHSU Notice table of contents 
  
• HCMO Notice Question 6- Exhibit 1- Calculation for net cash total transfer to Foundation- redacted
  
• HCMO Notice Question 6- Exhibit 2- Detail about the reconfiguration of the Legacy Health Foundation
  
• HCMO Notice Question 6- Exhibit 3- Report about the new Legacy health equity Foundation. 
  
• HCMO Notice Question 7- Exhibit 1- Legacy Health transaction goals- redacted 
  
• HCMO Notice Question 7- Exhibit 2- 2023 OHSU fact book
  
• HCMO Notice Question 7- Exhibit 3- OHSU & Legacy Health pitch deck- redacted
  
• HCMO Notice Question 7- Exhibit 4- Financial projections for transaction- redacted
  
• HCMO Notice Question 7- Exhibit 5- Summary of draft financial projections for integrated public university health system- redacted
  
• HCMO Notice Question 7- Exhibit 6- Legacy Health evaluation of transaction goals- redacted
  
• HCMO Notice Question 7- Exhibit 7- Legacy Health clinical analysis- redacted 
  
• HCMO Notice Question 10- Exhibit 1- Description of OHSU service lines
  
• HCMO Notice Question 10- Exhibit 2- List of services provided by OHSU
  
• HCMO Notice Question 10- Exhibit 3- Maps of geographic areas served by OHSU- redacted
  
• HCMO Notice Question 11- Exhibit 1-  Description of Legacy Health service lines
  
• HCMO Notice Question 11- Exhibit 2- List of services provided by Legacy Health 
  
• HCMO Notice Question 11- Exhibit 3- Maps Illustrating Geographic Areas Served by Legacy Health- redacted 
• HCMO Notice Question 11- Exhibit 4- Legacy Health licensed by beds by facility
  
• HCMO Notice Question 12- Exhibit 1- List of transactions
  
• HCMO Notice Question 13- Exhibit 1- Letter of Agreement Between Labor Partners and Oregon Health and Science University   
  
• HCMO Notice Question 13- Exhibit 2- Tertiary Quaternary Complex Care (TQCC) Management OHSU Mission Control- redacted
  
• HCMO Notice Question 15- Exhibit 1- Current OHSU and Legacy Health Performance on Quality Metrics 
• HCMO Notice Question 15- Exhibit 2- Summary of accountability goals and measures
  
• HCMO Notice Question 15- Exhibit 3- Summary of anticipated costs and inflationary immpacts in current OHSU financial projections- redacted 
  
• HCMO Notice Question 15- Exhibit 4- Information about OHSU health equity organization
  
• HCMO Notice Question 16- Exhibit 1- Market Shares and Herfindahl Hirschman Concentration Index Data 
  
• HCMO Notice Question 16- Exhibit 2- Oregon and Washington inpatient discharge data- redacted
  
• Redaction log (updated 11/13/24)
  

Supplemental Information from Notice

• Supplemental Materials B- HCMO 1b Business Entities
  
• Supplemental Materials C- HCMO 1c Facilities and locations forms
  
• Supplemental Materials D- OHSU pre-transaction organizational structure diagram
  
• Supplemental Materials E- Legacy pre-transaction organizational structure diagram
  
• Supplemental Materials F- Post-transaction organizational structure diagram
  
• Supplemental Materials G- Cover Sheet
  
• Supplemental Materials G- Side Letter 3 re Health System Committee 
  
• Supplemental Materials G- Side Letter re: additional terms - redacted
• Supplemental Materials G- Side Letter re: PacificSource Matters- redacted
• Supplemental Materials G- Side letter 2 re: Filing obligations- redacted
• Supplemental Materials G- Combination Agreement- redacted
• Supplemental Materials G- Governance Matters Agreement- redacted
  
• Supplemental Materials H- Cover Sheet
  
• Supplemental Materials H- OHSU Financial Statement FY19
  
• Supplemental Materials H- OHSU Financial Statement FY20
  
• Supplemental Materials H- OHSU Financial Statement FY21
  
• Supplemental Materials H- OHSU Financial Statement FY22
  
• Supplemental Materials H- OHSU Financial Statement FY23
  
• Supplemental Materials I- Cover Sheet
  
• Supplemental Materials I- Legacy Financial Statements 2019 and 2018
  
• Supplemental Materials I- Legacy Financial Statements 2020 and 2019
  
• Supplemental Materials I- Legacy Financial Statements 2021 and 2020
  
• Supplemental Materials I- Legacy Financial Statements 2022 and 2021
  
• Supplemental Materials I- Legacy Financial Statements 2023 and 2022
  
• Supplemental Materials J- Cover Sheet
  
• Supplemental Materials J- Chapter 353
  
• Supplemental Materials J- OHSU Bylaws
  
• Supplemental Materials J- OHSU Board Bylaws
  
• Supplemental Materials K- Cover Sheet
  
• Supplemental Materials K- Legacy Health Bylaws
  
• Supplemental Materials K- Legacy Health Certificate Filing
  

Public Comments

• Public comments received before the notice was submitted (8/21/23-10/4/24)
• Public comments received after the notice was submitted (10/4/24-current)
• Letter of support on behalf of SEIU Local 49, AFSCME, Basic Rights Oregon, and Oregon Nurses Association (submitted 10/31/2024)
• Letter of opposition, submitted by the Oregon Trial Lawyers (submitted 11/4/2024)
• Public comment from the Inatai Foundation (submitted 11/15/24)
• Public comment from Larry Kirsch (submitted 11/20/24)