Marion County v. Oregon Health Authority

Court of Appeals of Oregon·Decided August 26, 2026·No. A185645·Published

Opinion

424 August 26, 2026 No. 797

IN THE COURT OF APPEALS OF THE STATE OF OREGON

MARION COUNTY,

a political subdivision of the State of Oregon, Plaintiff-Appellant,

v.

OREGON HEALTH AUTHORITY; Sejal Hathi, in her official capacity as Director of the Oregon Health Authority; and Sara Walker, in her official capacity as Interim Superintendent of the Oregon State Hospital, Defendants-Respondents. Marion County Circuit Court 23CV37155; A185645

Henry Kantor, Senior Judge. Argued and submitted March 18, 2026. Steve Elzinga argued the cause and filed the briefs for appellant.

Patricia G. Rincon, Assistant Attorney General, filed the brief for respondent. Also on the brief were Dan Rayfield, Attorney General, and Benjamin Gutman, Deputy Attorney General.

Before Tookey, Presiding Judge, Jacquot, Judge, and Kistler, Senior Judge.

TOOKEY, P. J. Reversed and remanded.

Cite as 352 Or App 424 (2026) 425 426 Marion County v. Oregon Health Authority

TOOKEY, P. J. Plaintiff Marion County appeals a judgment dismissing with prejudice its complaint seeking declaratory relief under ORS 28.020. In sum and substance, among other points, Marion County asserted that defendant Oregon Health Authority (OHA) has incorrectly interpreted the definition of “hospital level of care” as set forth in ORS 161.355(3) to allow it to prematurely cease providing medical care to certain individuals.1 And more specifically, Marion County asserted that, as a result of OHA’s misinterpretation of “hospital level of care,” Marion County has been burdened with the cost of providing medical care for those individuals whom OHA has inappropriately stopped treating. The trial court dismissed Marion County’s complaint, determining that Marion County lacked standing. For the reasons that follow, we reverse and remand.

STANDARD OF REVIEW

“Whether a plaintiff has standing to bring a declaratory judgment action is a legal question, which we review for legal error.” Oregon Restaurant and Lodging Assn. v. City of Bend, 313 Or App 772, 777, 497 P3d 306 (2021). Where, as here, the trial court considered evidence outside the pleadings, we “assume the truth of the facts alleged in the complaint to the extent they are not contradicted by additional facts in or outside of the record.” Nordbye v. BRCP/ GM Ellington, 271 Or App 168, 174, 349 P3d 639 (2015). We state the facts in accordance with that standard.

BACKGROUND

Marion County operates a Community Mental Health Program pursuant to ORS 430.620. One of the functions that Marion County performs in that capacity is the provision of “community restoration services” to certain individuals charged with crimes who are not fit to proceed.2

1 Marion County’s operative complaint names OHA, the director of OHA, and the superintendent of the Oregon State Hospital—which the complaint alleges is a part of OHA—as defendants. Because distinguishing between the defendants in this case is unnecessary to resolve the issue on appeal, we refer to them collectively and individually in this opinion as OHA.

2 An individual who lacks the fitness to proceed “may not be criminally prosecuted .” State v. Givens, 321 Or App 689, 695, 517 P3d 1021 (2022), rev den, 370

Cite as 352 Or App 424 (2026) 427

“Community restoration services” are defined by statute as “services and treatment necessary to safely allow a defendant to gain or regain fitness to proceed in the community.” ORS 161.355(2). Rules adopted by OHA set forth certain “responsibilities during community restoration” for community mental health programs, such as the program operated by Marion County. OAR 309-088-0146.

Certain other individuals who are not fit to proceed are committed to the custody of OHA. See ORS 161.370 (governing criminal proceedings upon a determination of unfitness and providing for, among other things, community restoration services or commitment to a state hospital). A prerequisite for such commitment is that the individual needs a “hospital level of care,” which is a phrase that is defined by statute to mean “the type of care provided by an inpatient hospital in order to gain or regain fitness to proceed.”3 ORS 161.370(3)(a)(A), (4)(a)(B); ORS 161.355(3). Rules adopted by OHA also set forth certain “responsibilities during commitment ” for community mental health programs, such as the program operated by Marion County, in connection with individuals who are committed to OHA because they need a “hospital level of care.” OAR 309-088-0130.

Once an individual is committed to OHA, if OHA “determines that a hospital level of care is no longer necessary ,” the superintendent of OHA “may file notice of [that] determination with the court.” ORS 161.371(3)(a). After such a notice is filed with the court, the court must order that a community mental health program director (or the director’s designee) “[c]onsult with the defendant and with any local entity that would be responsible for providing community

Or 694 (2022); see also ORS 161.360(2) (setting forth circumstances under which a court may determine a defendant to be unfit to proceed).

3 Whether a defendant meets the criteria for commitment to OHA to receive “hospital level of care” depends on whether the person is charged with a felony or a misdemeanor. When “the most serious offense in the charging instrument is a felony,” the determination that an individual needs a “hospital level of care” is based on either “[1] public safety concerns if the defendant is not hospitalized or in custody or [2] the acuity of symptoms of the defendant’s qualifying mental disorder.” ORS 161.370(3)(a)(A). In contrast, when “the most serious offense in the charging instrument is a misdemeanor,” the determination that an individual needs a “hospital level of care” must be based on “the acuity of symptoms of the defendant’s qualifying mental disorder.” ORS 161.370(4)(a)(B)(i).

428 Marion County v. Oregon Health Authority

restoration services, if the defendant were to be released in the community, to determine whether community restoration services are present and available in the community” and provide the “court and the parties with a report with recommendations from the consultation.” ORS 161.371(3)(a) (A), (C). If a community placement is available and appropriate , no party objects to the placement option, and the community health program director “secure[s] a placement for defendant and obtain[s] an anticipated availability date for the placement,” the court “hold[s] a hearing * * * to confirm the placement and set any conditions of release.” ORS 161.371(5).

This dispute arises out of, among other issues, OHA’s interpretation of the phrase “hospital level of care,” as defined by ORS 161.355(3). As we understand the parties’ positions, OHA believes that that phrase refers to “inpatient ” care only and that when inpatient care is no longer necessary, a defendant may be discharged to receive community restoration services if further treatment is necessary. In that regard, we observe the statutory scheme concerning defendants who are not fit to proceed recognizes that defendants who are not fit to proceed “should be served in the least restrictive and most integrated environment that is clinically indicated.” See OAR 309-088-0105(1) (so noting regarding ORS 161.365 through ORS 161.370).

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