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Oklahoma Legislature· SB 949Becomes law without Governor's signature 05/13/2025

An act relating to the Office of Client Advocacy, the official text

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1                  STATE OF OKLAHOMA

1

2                 1st Session of the 60th Legislature (2025)

2

3 SENATE BILL 949                        By: Rosino
3

4

4

5

5

6                               AS INTRODUCED

6

7   An Act relating to the Office of Client Advocacy;

7   amending 10A O.S. 2021, Section 1-6-103, which

8   relates to the Oklahoma Children's Code; authorizing

8   the Office to inspect certain records; amending 43A

9   O.S. 2021, Section 10-105, which relates to

9   protective services for vulnerable adults; defining

10  term; modifying and clarifying applicability of

10  provisions relating to investigations; directing the

11  Office to establish certain system; amending 56 O.S.

11  2021, Section 1025.3, which relates to the community

12  services worker registry; transferring certain duties

12  to the Office; requiring the Office to promptly

13  report investigative findings to the Department of

13  Human Services; updating statutory language; updating

14  statutory reference; and declaring an emergency.

14

15

15

16 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
16

17  SECTION 1.     AMENDATORY   10A O.S. 2021, Section 1-6-103, is

17

18 amended to read as follows:
18

19  Section 1-6-103. A. Juvenile court records and Department of

19

20 Human Services agency records pertaining to a child may be
20

21 inspected, and their contents shall be disclosed, without a court
21

22 order to the following persons upon showing of proper credentials
22

23 and pursuant to their lawful duties:
23

24

24

    Req. No. 600                                               Page 1
1   1. The court having the child currently before it in any

1

2 proceeding pursuant to this title, any district court or tribal
2

3 court to which such proceedings may be transferred, employees and
3

4 officers of the court in the performance of their duties, including
4

5 but not limited to guardians ad litem appointed by the court, and
5

6 court-appointed special advocates;
6

7   2. A district attorney, United States Attorney, or Attorney

7

8 General of this or another state and the employees of such offices
8

9 in the course of their official duties pursuant to this title or the
9

10 prosecution of crimes against children, or upon their request in
10

11 their official capacity as advisor in a grand jury proceeding;
11

12  3. The attorney representing a child who is the subject of a

12

13 proceeding pursuant to the provisions of this title or other
13

14 proceeding where child custody or visitation is at issue;
14

15  4. Employees of juvenile bureaus in the course of their

15

16 official duties pursuant to this title, and employees of the
16

17 Department of Human Services in the course of their official duties;
17

18  5. Employees of a law enforcement agency of this or another

18

19 state or military enclave and employees of a child protective
19

20 service of another state or military enclave in the course of their
20

21 official duties pertaining to investigations of a report of known or
21

22 suspected child abuse or neglect or crimes against children or for
22

23 the purpose of determining whether to place a child in protective
23

24 custody;
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    Req. No. 600                                              Page 2
1   6. The Oklahoma Commission on Children and Youth as provided by

1

2 Sections 601.2 and 601.6 of Title 10 of the Oklahoma Statutes;
2

3   7. The Office of Juvenile Affairs;

3

4   8. A federally recognized Indian tribe in which the child who

4

5 is the subject of the record is a member or is eligible to become a
5

6 member of the tribe and is the biological child of a member of an
6

7 Indian tribe pursuant to the provisions of the Federal Indian Child
7

8 Welfare Act and the Oklahoma Indian Child Welfare Act; provided such
8

9 Indian tribe, in the course of its official duties, is:
9

10  a. investigating a report of known or suspected child

10

11                abuse or neglect or crimes against children or for the

11

12                purpose of determining whether to place a child in

12

13                protective custody,

13

14  b. providing services to or for the benefit of a child

14

15                including, but not limited to, protective, emergency,

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16                social and medical services, or

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17  c. the tribe, the tribal court or the tribal child

17

18                welfare program has asserted jurisdiction or

18

19                intervened in any case in which the child is the

19

20                subject of the proceedings or is a party to the

20

21                proceedings pursuant to the authority provided in the

21

22                Oklahoma Indian Child Welfare Act.

22

23

23

24

24

    Req. No. 600                                                Page 3
1   The records that are to be provided to Indian tribes under this

1

2 subsection shall include all case records, reports, and documents as
2

3 defined in Section 1-6-101 of this title;
3

4   9. The Governor or to any person the Governor designates, in

4

5 writing;
5

6   10. Any federal official of the United States Department of

6

7 Health and Human Services;
7

8   11. Any member of the Legislature approved in writing by the

8

9 Speaker of the House of Representatives or the President Pro Tempore
9

10 of the Senate;
10

11  12. A foster parent, with regard to records concerning the

11

12 social, medical, psychological, or educational needs of a child
12

13 currently placed with that foster parent or of a child being
13

14 considered for placement with that foster parent;
14

15  13. An employee of any state or federal corrections or law

15

16 enforcement agency in the performance of the official duties of the
16

17 employee concerning presentence investigations or supervision of a
17

18 parent of an alleged or adjudicated deprived child, or the legal
18

19 guardian, custodian, or any other adult member of the child's home
19

20 who is responsible for the health, safety, or welfare of the child;
20

21  14. An employee of a state agency of this or another state in

21

22 the performance of the official duties of the employee concerning
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23 the establishment of paternity or the establishment or enforcement
23

24 of a child support order or other entitlement for the benefit of a
24

    Req. No. 600                                      Page 4
1 child; provided, disclosure shall be limited to information directly
1

2 related to the purpose of such disclosure;
2

3   15. Any member of a city-county Health Department Fetal Infant

3

4 Mortality Review (FIMR) in the performance of the official duties of
4

5 the member concerning investigations of fetal and infant
5

6 mortalities; provided, disclosure shall be limited to information
6

7 directly related to the purpose of such disclosure;
7

8   16. Any designated federal authorities at the federal military

8

9 installation where a service member is assigned, when the child is a
9

10 member of an active duty military family, as provided by paragraph 4
10

11 of subsection A of Section 1-2-102 of this title; and
11

12  17. Any member of the Child Welfare Review Committee for the

12

13 Death and Near Death of Children With Disabilities as established by
13

14 Section 1-10-103 of this title; and
14

15  18. The Office of Client Advocacy within the State Department

15

16 of Health.
16

17  B. In addition to the persons listed in subsection A of this

17

18 section, juvenile court records may be inspected, and their contents
18

19 shall be disclosed, without a court order to the following persons
19

20 upon showing of proper credentials and pursuant to their lawful
20

21 duties:
21

22  1. Employees of court-appointed special advocate programs, as

22

23 defined in Section 1-1-105 of this title, in the course of their
23

24 official duties pertaining to recruiting, screening, training,
24

    Req. No. 600                                            Page 5
1 assigning cases, supervising, and supporting volunteers in their
1

2 roles as guardian ad litem pursuant to Section 1-4-306 of this
2

3 title;
3

4   2. Members of postadjudication review boards established

4

5 pursuant to the provisions of Section 1116.2 of Title 10 of the
5

6 Oklahoma Statutes, the Child Death Review Board, and
6

7 multidisciplinary personnel. In addition to juvenile court records,
7

8 members of such postadjudication review boards may inspect, without
8

9 a court order, information that includes, but is not limited to:
9

10        a. psychological and medical records,

10

11        b. placement history and information, including the names

11

12                and addresses of foster parents,

12

13        c. family assessments,

13

14        d. treatment or service plans, and

14

15        e. school records;

15

16  3. The Department of Human Services or other public or private

16

17 agency or individual having court-ordered custody or physical
17

18 custody pursuant to Department placement of the child, or conducting
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19 a child abuse or neglect investigation of the child who is the
19

20 subject of the record. In addition to juvenile court records,
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21 employees of the Department may inspect, without a court order and
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22 upon a showing of proper credentials and pursuant to their lawful
22

23 duties, information that includes, but is not limited to:
23

24        a. psychological and medical records, and

24

    Req. No. 600                                              Page 6
1           b. nondirectory education records;

1

2   4. The child who is the subject of the record and the parents,

2

3 legal guardian, custodian, or foster parent of such child; and
3

4   5. A person authorized by the court to conduct bona fide

4

5 research, provided such research may not publish the names or
5

6 identities of parents, children, or other persons contained in the
6

7 records.
7

8   C. In addition to the persons and entities named in subsection

8

9 A of this section, Department of Human Services agency records may
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10 be inspected, and their contents shall be disclosed, without a court
10

11 order to the following persons upon showing of proper credentials
11

12 and pursuant to their lawful duties:
12

13  1. Postadjudicatory review boards, court-appointed special

13

14 advocates, and members of the Child Death Review Board;
14

15  2. Any district court which has ordered a home study by the

15

16 Department in an action for divorce, annulment, custody of a child,
16

17 or appointment of a legal guardian of a child, or any subsequent
17

18 proceeding in such actions; provided, however, the Department may
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19 limit disclosure in the home study to summaries or to information
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20 directly related to the purpose of the disclosure;
20

21  3. Members of multidisciplinary teams or multidisciplinary

21

22 personnel designated by the Department, investigating a report of
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23 known or suspected child abuse or neglect or providing services to a
23

24 child or family which is the subject of the report;
24

    Req. No. 600                                            Page 7
1   4. A physician who has before him or her a child whom the

1

2 physician reasonably suspects may be abused or neglected or any
2

3 health care or mental health professionals involved in the
3

4 evaluation or treatment of the child or the parents, legal guardian,
4

5 foster parent, custodian, or other family members of the child;
5

6   5. Any public or private agency or person authorized by the

6

7 Department to diagnose, or provide care, treatment, supervision, or
7

8 other services to a child who is the subject of a report or record
8

9 of child abuse or neglect; provided, the Department may limit such
9

10 disclosure to summaries or to information directly necessary for the
10

11 purpose of such disclosure;
11

12  6. Any person or agency for research purposes, if all of the

12

13 following conditions are met:
13

14  a. the person or agency conducting the research is

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15                employed by the State of Oklahoma or is under contract

15

16                with this state and is authorized by the Department to

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17                conduct the research, and

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18  b. the person or agency conducting the research ensures

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19                that all documents containing identifying information

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20                are maintained in secure locations and access to the

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21                documents by unauthorized persons is prohibited; that

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22                no identifying information is included in documents

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23                generated from the research conducted; and that all

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24

24

    Req. No. 600                                              Page 8
1                 identifying information is deleted from documents used

1

2                 in the research when the research is completed;

2

3   7. The Oklahoma Health Care Authority; and

3

4   8. A medical examiner when such person is determining the cause

4

5 of death of a child.
5

6   D. In accordance with the rules promulgated for such purpose

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7 pursuant to Section 620.6 of Title 10 of the Oklahoma Statutes,
7

8 records listed in subsection A of Section 1-6-102 of this title may
8

9 be inspected and their contents disclosed without a court order to
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10 participating agencies.
10

11  E. The court may disclose to an employee of an out-of-state

11

12 entity, licensed to perform adoption home studies in that state,
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13 whether the prospective adoptive parent has had parental rights to a
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14 child terminated in Oklahoma or whether the prospective adoptive
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15 parent has relinquished parental rights to a child in Oklahoma.
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16  F. Nothing in this section shall be construed as prohibiting

16

17 the Department from disclosing such confidential information as may
17

18 be necessary to secure appropriate care, treatment, protection or
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19 supervision of a child alleged to be abused or neglected.
19

20  SECTION 2.     AMENDATORY   43A O.S. 2021, Section 10-105, is

20

21 amended to read as follows:
21

22  Section 10-105. A. As used in this section, "appropriate state

22

23 entity" means:
23

24

24

    Req. No. 600                                              Page 9
1   1. The Office of Client Advocacy within the State Department of

1

2 Health, if the allegation concerns a vulnerable adult who is:
2

3   a. a certified member of the plaintiff class in Homeward

3

4                 Bound, Inc., et al. v. The Hissom Memorial Center, et

4

5                 al., Case Number 85-C-437-E, United States District

5

6                 Court for the Northern District of Oklahoma,

6

7   b. a resident of the Robert M. Greer Center or successor

7

8                 facility, or

8

9   c. receiving services from a community services provider,

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10                community services worker, Medicaid personal care

10

11                services provider, or Medicaid personal care

11

12                assistant, as those terms are defined in Section

12

13                1025.1 of Title 56 of the Oklahoma Statutes;

13

14  2. The Office of the State Long-Term Care Ombudsman within the

14

15 Office of the Attorney General, if the allegation concerns a
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16 vulnerable adult who is a resident of a long-term care facility; or
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17  3. The Department of Human Services, if the allegation concerns

17

18 a vulnerable adult who does not meet the description of either
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19 paragraph 1 or paragraph 2 of this subsection.
19

20  B. Upon receiving a report of alleged abuse, neglect, or

20

21 exploitation of a vulnerable adult pursuant to the provisions of the
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22 Protective Services for Vulnerable Adults Act, the Department of
22

23 Human Services appropriate state entity shall make a prompt and
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24 thorough investigation. When feasible, law enforcement and the
24

    Req. No. 600                                                Page 10
1 Department appropriate state entity shall conduct joint
1

2 investigations in order to reduce potential trauma to the victim and
2

3 to eliminate duplicative efforts.
3

4   B. C. The investigation shall include:

4

5   1. Notification of local law enforcement agency. Upon the

5

6 request of a law enforcement agency, the Department appropriate
6

7 state entity shall submit copies of any results or records of an
7

8 examination on the vulnerable adult who is alleged to have been
8

9 abused, neglected, or exploited and any other clinical notes, x-
9

10 rays, photographs, or previous or current records relevant to the
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11 case;
11

12  2. Any findings of abuse, neglect, or exploitation of a

12

13 vulnerable adult shall also be sent to any state agency with
13

14 concurrent jurisdiction over persons or issues identified in the
14

15 investigation including, but not limited to, where appropriate, the
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16 State Department of Health, the Oklahoma Board of Nursing, or any
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17 other appropriate state licensure or certification board, agency, or
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18 registry;
18

19  3. Every reasonable effort to locate and notify the caretaker,

19

20 legal guardian and next of kin of the vulnerable adult who may be in
20

21 need of protective services pursuant to Section 10-105.1 of this
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22 title;
22

23  4. Diagnostic evaluation to determine whether the person needs

23

24 protective services;
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    Req. No. 600                                           Page 11
1   5. Any photographs necessary to document injuries or conditions

1

2 which have resulted or may result in an injury or serious harm to
2

3 the person;
3

4   6. A statement of the least restrictive services needed;

4

5   7. Whether services are available from the Department of Human

5

6 Services or in the community and how the services can be provided;
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7   8. Whether the person would be capable of obtaining services

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8 for self and could bear the cost or would be eligible for services
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9 from the Department of Human Services;
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10  9. Whether a caretaker or legal guardian would be willing to

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11 provide services or would agree to their provision;
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12  10. Whether the person desires the services;

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13  11. A statement of any follow-up investigation or monitoring of

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14 the services that may be needed; and
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15  12. Other relevant information.

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16  C. D. 1. a.   Investigations conducted pursuant to this

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17                section shall include a visit to the home or other

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18                place of residence of the person who is the subject of

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19                the report, a private interview with such person and

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20                any other potential victims, and consultation with

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21                persons who have knowledge of or may be witnesses to

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22                the circumstances.

22

23  b. Investigators shall be suitably trained in interview

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24                techniques and shall utilize such techniques in

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    Req. No. 600                                        Page 12
1                 interviews with elderly and incapacitated adults and

1

2                 individuals with intellectual disabilities.

2

3                 Interviews shall be conducted at the appropriate

3

4                 developmental age level of the victim. A reasonable

4

5                 effort shall be made to conduct interviews of

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6                 vulnerable adult victims with an intellectual

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7                 disability or diminished capacity utilizing

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8                 appropriate personnel and following protocols and

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9                 procedures established for interviews with such

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10                persons, including the use of forensic interview

10

11                techniques when appropriate.

11

12  c. If, in the course of an investigation of this nature,

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13                the Department appropriate state entity is denied

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14                entrance to the home or other place of residence of a

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15                person believed to be a vulnerable adult in need of

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16                protective services, or is denied a private interview

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17                with the vulnerable adult, the Department appropriate

17

18                state entity may petition the court for an order

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19                allowing entry to the premises or private access to

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20                the vulnerable adult. The court shall make a finding

20

21                of probable cause of the vulnerability of the adult

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22                before issuing the order. If documentation, or access

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23                to records, or other information relating to such

23

24                person as provided by this section is denied, the

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    Req. No. 600                                               Page 13
1                 Department appropriate state entity may petition the

1

2                 court for an order allowing entry or access.

2

3   2. The petition shall state the name and address of the person

3

4 who is the subject of the report and shall allege specific facts
4

5 sufficient to show that the circumstances of the person are in need
5

6 of investigation.
6

7   3. If it is necessary to forcibly enter the premises, the

7

8 representative of the Department appropriate state entity shall make
8

9 the entry accompanied by a peace officer.
9

10  4. The Department appropriate state entity shall make all

10

11 reasonable attempts to interview the caretaker or other persons
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12 alleged to be involved in the abuse, neglect or exploitation in
12

13 order to enhance service provision and to prevent additional
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14 incidents of abuse, neglect or exploitation.
14

15  D. E. When a report is received pertaining to a vulnerable

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16 adult who has a legal guardian, a copy of the investigative report
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17 of the Department appropriate state entity shall be filed with the
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18 court to which the guardian is accountable.
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19  E. F. 1. In the case of a final investigative report

19

20 pertaining to a vulnerable adult who is a resident of a nursing
20

21 facility, residential care facility, assisted living facility or
21

22 continuum of care facility and who is alleged to be a victim of
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23 abuse, verbal abuse, neglect, or exploitation by an employee of such
23

24 facility, the Department Office of the State Long-Term Care
24

    Req. No. 600                                                Page 14
1 Ombudsman shall forward to the State Department of Health a copy of
1

2 the Department's Office's final investigative report.
2

3   2. The Department of Human Services Office of the State Long-

3

4 Term Care Ombudsman shall be deemed a party pursuant to the
4

5 Administrative Procedures Act for the investigative reports filed by
5

6 the Department Office with the State Department of Health regarding
6

7 vulnerable adults who are residents of nursing facilities,
7

8 residential care facilities, assisted living facilities or continuum
8

9 of care facilities.
9

10  a. Within thirty (30) days of receipt of the final

10

11                investigative report submitted by the Department of

11

12                Human Services Office of the State Long-Term Care

12

13                Ombudsman pursuant to this section, the State

13

14                Department of Health shall provide the Department of

14

15                Human Services Office with a written summary of any

15

16                action taken as a result of the complaint including,

16

17                but not limited to, results of any inspections,

17

18                enforcement actions or actions which may be taken by

18

19                the State Department of Health.

19

20  b. Whenever the Department of Human Services Office of

20

21                the State Long-Term Care Ombudsman believes that the

21

22                conditions giving rise to a complaint by the

22

23                Department Office alleging a serious threat to the

23

24                health, safety or welfare of a resident of a nursing

24

    Req. No. 600                                                Page 15
1                 facility, residential care facility, assisted living

1

2                 facility or continuum of care facility have not been

2

3                 adequately addressed, the Department of Human Services

3

4                 Office may request the State Department of Health to

4

5                 hold a hearing on the complaint as provided by Section

5

6                 309 of Title 75 of the Oklahoma Statutes.

6

7   3. Nothing herein shall prevent the State Department of Health

7

8 from conducting any type of investigation or taking any appropriate
8

9 remedial or other action pursuant to the provisions of the Nursing
9

10 Home Care Act, the Residential Care Act and the Continuum of Care
10

11 and Assisted Living Act.
11

12  F. G. When a report is received pertaining to a vulnerable

12

13 adult residing in a facility other than the home of the vulnerable
13

14 adult, where persons are employed to provide care and those
14

15 employees have been named as persons responsible for the abuse,
15

16 neglect or exploitation, the Department appropriate state entity
16

17 shall forward its final findings, including, but not limited to, any
17

18 administrative appeal findings to the owner or administrator of the
18

19 facility to prevent further incidents.
19

20  H. The Office of Client Advocacy shall establish a system for

20

21 investigating allegations of misconduct by a person responsible for
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22 a vulnerable adult not rising to the level of abuse, neglect, or
22

23 exploitation in cases where the Office is the appropriate state
23

24

24

    Req. No. 600                                             Page 16
1 entity for the vulnerable adult as specified in subsection A of this
1

2 section.
2

3   SECTION 3.    AMENDATORY       56 O.S. 2021, Section 1025.3, is

3

4 amended to read as follows:
4

5   Section 1025.3. A. The Director of the Department of Human

5

6 Services shall promulgate rules to establish and maintain a
6

7 community services worker registry. Such rules may include, but
7

8 need not be limited to:
8

9   1. A procedure for notation in such registry of a final

9

10 Department of Human Services investigative finding by the Office of
10

11 Client Advocacy within the State Department of Health or a finding
11

12 by an Administrative Law Judge of maltreatment of an individual by a
12

13 community services worker or a Medicaid personal care assistant;
13

14  2. A procedure for notice and due process for a community

14

15 services worker, or a Medicaid personal care assistant, or applicant
15

16 before the entering of such person's name in the registry as having
16

17 a final Department of Human Services Office of Client Advocacy
17

18 investigative finding or Administrative Law Judge finding of
18

19 maltreatment of an individual;
19

20  3. Disclosure requirements for information in the registry; and

20

21  4. Procedures for granting a waiver of the provisions of

21

22 paragraph 1 of subsection F G of Section 1025.2 of this title by the
22

23 Director of Human Services.
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24

24

    Req. No. 600                   Page 17
1      B. The community services worker registry shall include, but

1

2 not be limited to, the following information on each community
2

3 services worker and each Medicaid personal care assistant:
3

4      1. The individual's full name;

4

5      2. Information necessary to identify each individual;

5

6      3. The date the individual's name was placed in the registry;

6

7 and
7

8      4. Information on any final Department of Human Services Office

8

9 of Client Advocacy investigative finding or Administrative Law Judge
9

10 finding of maltreatment concerning the worker.
10

11     C. The Office of Client Advocacy shall promptly report final

11

12 investigative findings to the Department of Human Services for the
12

13 purposes of the community services worker registry.
13

14     D. A community services worker, a Medicaid personal care

14

15 assistant, or applicant who is adversely affected by an
15

16 Administrative Law Judge finding of maltreatment of an individual
16

17 may seek judicial review pursuant to Article II of the
17

18 Administrative Procedures Act. The finding of the Administrative
18

19 Law Judge may be appealed to the district court of the county in
19

20 which the community services worker, Medicaid personal care
20

21 assistant, or applicant resides within thirty (30) days of the date
21

22 of the decision. A copy of the petition shall be served by mail
22

23 upon the general counsel of the Department of Human Services.
23

24

24

    Req. No. 600                                              Page 18
1   D. E. An investigation conducted under Section 1025.1 et seq.

1

2 of this title shall include a process for notifying a community
2

3 services provider of areas of concern and administrative
3

4 information. An area of concern or administrative information shall
4

5 not be considered final investigative findings, nor shall the area
5

6 of concern or administrative information be included in a final
6

7 investigative report of the Department of Human Services Office of
7

8 Client Advocacy. The Department Office shall develop a procedure by
8

9 which a community services provider may request an investigative
9

10 status update within ten (10) calendar days of the initiation of an
10

11 investigation conducted under Section 1025.1 et seq. of this title.
11

12  SECTION 4. It being immediately necessary for the preservation

12

13 of the public peace, health or safety, an emergency is hereby
13

14 declared to exist, by reason whereof this act shall take effect and
14

15 be in full force from and after its passage and approval.
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17  60-1-600      DC  1/19/2025 5:46:33 AM

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    Req. No. 600                                              Page 19
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