ENGR. S. B. NO. 187 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ENGROSSED SENATE BILL NO. 187 By: Burns, Garvin, Bergstrom, and Jett of the Senate and Crosswhite Hader of the House An Act relating to adoption expenses; amending 10 O.S. 2021, Section 7505 -3.2, which relates to costs expended by adoptive family; increasing allowable amount for certain expenses; updating statutory reference; and providing an effective date . BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. AMENDATORY 10 O.S. 2021, Sect ion 7505-3.2, is amended to read as follows: Section 7505-3.2. A. 1. An affidavit shall be attached to the petition for adoption, or may be filed after the filing of the petition for adoption, but prior to the final decree of adoption, which discloses to the court all of the costs, funds, or monies expended by the adoptive family or expected to be expended in connection with the adoption of a minor. 2. No final decree of adoption shall be entered until the court is satisfied that all costs and expenses have been disclosed, are reasonable, and that the costs and expenses do not violate the provisions of subsection B of this section. Upon its review of the affidavit of monies expended, the court shall in writing disapprove ENGR. S. B. NO. 187 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 any expenditure that the court d eems unreasonable or in violation of Sections 865 through 870 of Title 21 of the Oklahoma Stat utes and, to the extent necessary to comply with Oklahoma law, shall order reimbursement of any consideration given in violation of Sections 865 through 870 of Ti tle 21 of the Oklahoma Statutes. Payments made pursuant to this section shall not be a violat ion of Sections 865 through 870 of Title 21 of the Oklahoma Statutes. Cou rt approval of the affidavit of monies expended shall not exempt a person, attorney or licensed child-placing agency from prosecution if the information provided to the court is frau dulent or false. B. 1. Except as otherwise specifically provided by law, the following list of adoption -related costs and expenses specified in this paragraph may be deemed proper items for a person to pay in connection with an adoption: a. reasonable attorney fees and court costs, b. reasonable medical expenses for birth moth er and minor to be adopted, c. reasonable adoption counsel ing expenses for birth parents before and after the birth of the minor, not to exceed six (6) months from placement of the m inor, d. reasonable fees of a licensed child -placing agency, including social services staff fees provided by agency employees that include: (1) casework services, ENGR. S. B. NO. 187 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 (2) adoptive child and family studies, (3) placement services, (4) certification of agency facilities, (5) admission assessments, and (6) service planning, e. (1) reasonable and necessary living expenses of the birth mother that are incurred during the adoption planning process or during the pregnancy, not to exceed two (2) months after the birth of the minor or after the consent or relinquishment of the birth mother. Reasonable and necessary living expenses include but are not limited to: (a) housing expenses, (b) utilities, such as electric, gas, water, or telephone bills, (c) food for the birth mother and any minor child of the birth mother residing in the home of the birth mother, (d) travel expenses for transportation to support the pregnancy, such a s gasoline, bus fares, or providing for the temporary use of a vehicle during the pregnancy, and ENGR. S. B. NO. 187 Page 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 (e) child care or foster care for any minor child of the birth mother a ssociated with pregnancy-related medical care. (2) Reasonable and necessary living expen ses shall not include: (a) any expenses met by existing resources of the birth mother, (b) any expenses used for the support of family members who are not minor childre n of the mother, (c) any expenses for recreational or leis ure activities, and (d) the purchase or gift of an automobile, f. reasonable expenses for a home study, g. reasonable and necessary costs associated with an international adoption, h. reasonable expenses legally required by any governmental entity related to the adoption of a minor, and i. a one-time gift to the birth mother from the prospective adoptive parents of no greater value than One Hundred Dollars ($100.00). 2. In addition, all expenses app roved by the court should be commensurate with other custo mary fees for similar services by ENGR. S. B. NO. 187 Page 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 persons of equivalent experience and training where the services are performed. Any serv ices provided outside this state shall be allowed in an amount as if the se rvices had been performed within the State of Oklahoma. 3. The provisions of this subse ction shall apply to living and transportation expenses incurred after the biological mother of the minor contacts the child -placing agency or attorney for adoption services. 4. The provisions of this subsection shall not pro hibit a court from extending any time period, or including any additional costs and expenses in connection with an adoption other than those specified in this subsection based on unusual circumstanc es or need. If additional costs and expenses in connectio n with an adoption are approved by the court, the court shall specify in writing the unusual circumstances that justify the approval. 5. Except as otherwise ordered by the court except for good cause shown, all payments made pursuant to this section shall be paid directly to the third -party provider of services or goods. Any living expense paid on behalf of a birth mother in a domestic adoption which is not supported by an itemized receipt shall no t be allowed for payment. If gift cards are issued to pay expenses, an itemized receipt verifying purchases shall be required for approval by the court. The accounting shall inclu de vouchers for all monies ENGR. S. B. NO. 187 Page 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 expended, copies of all checks written and recei pts for all cash payments attesting to the accuracy of the accounting. 6. No person, attorney or licensed child-placing agency shall have a financial interest in a third -party provider of services or goods, without disclosing in an affidavit the financial interest to the court and the other parties to the adopti on. C. Any person, attorney, or licensed child-placing agency desiring to pay living and transportation expenses on behalf of a birth mother is authorized to expend an initial amount not to exceed One Thousand Dollars ($1,000.00) Three Thousand Five Hund red Dollars ($3,500.00) plus deposits for housing and utilities for such costs and expenses without first obtaining court ap proval as required by paragraph 1 of subsection D of this section. Any suc h costs and expenses shall be disclosed as is otherwise re quired by the Oklahoma Adoption Code. D. 1. Except for the amount authorized by subsection C of this section, the payment of any living or transportation expenses for benefit of the birth mother a s authorized in subparagraph e of paragraph 1 of subsectio n B of this section shall be a pproved in advance by the court. 2. The person, attorney, or licensed child -placing agency desiring to pay living or transportation expenses on behalf of a birth mother which exceed the amount in subsection C of this section ENGR. S. B. NO. 187 Page 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 shall file a petition for an o rder approving payment of adoption- related expenses. 3. The petition for an order approving payment of adoption- related expenses shall be filed in the district court w here the adoption petition is to be filed, as provided in Section 7502-1.2 of this title. 4. The petition shall be captioned: “In the matter of Baby (name).” The petition shall in clude a listing of all anticipated living or transportation expenses to be paid on behalf of the birth mother for which court approva l is being sought. If additio nal expenditures not previously authorized by the court are needed on behalf of the birth mot her, an amended petition may be filed with the court. 5. The petition shal l be heard by the court within ten (10) days of filing. The court clerk shall charge th e same cost for a petition for payment of expenses as is charged for the filing of an adoption petition. In the event an adoption petition is later filed in the same county, the adoption petition shall be filed as an amended petition within the same case in which payment for expenses was approved and no additional court costs shall be required. In the event a petition for preadoption termination of parental rights is later filed in the same county, the court clerk shall not a ssess an additional filing fee and may use the same case number as for the petition for adoption. ENGR. S. B. NO. 187 Page 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 6. Any order authorizing payment shall be attached to a petition for adoption. If no adoption peti tion is filed, the court shall retain jurisdiction to ente r any orders deemed appropriat e regarding the reimbursement of costs and expenses paid. If the child is placed for adoptio n outside the State of Oklahoma, any such order shall be submitted to the I nterstate Compact of the Placement of Children and to the court in the other state where the petition for adoption is to be filed. E. 1. In addition to the adoptive family affidav it requirement of subsection A of this section, a Disclosure Statement of A doption- related Costs and Expenditures shall be prepared i n writing by the person, attorney or child-placing agency in a direct-placement adoption. The Disclosure Statement of Adop tion-related Costs and Expenditures shall include a declaration of all fees , expenses, and costs charged or expected to be charged fo r the adoption including, but not limited to, the following: a. retainer fees, the hourly rate, and the number of hours billed for the adoption, b. any fee charged for preplacement or other home stu dies of any prospective birth parents, regardless of whether the home study was performe d by an outside agency, c. any costs, fees or expenses or any other thing of value paid to or on behalf of the birth parents ENGR. S. B. NO. 187 Page 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 related to the adoption of a minor by any p arty other than the adoptive parents, and d. any other fees and expenses related to the adoption not otherwise specifically listed in this section. 2. The Disclosure Statement of A doption-related Costs and Expenditures containing true and accurate informa tion shall be filed before or when the final decree of ado ption is ordered in each adoption of a minor in this state. A statutory Disclosure Statement of Adoption-related Costs and Expenditures is provided in Section 2 7505-3.3 of this act title. A copy of the statement shall be a public record to be compiled a nd maintained by the court cle rk and available for public inspection; provided, that any information identifying the person , attorney or child-placing agency in the direct adoption shall be redacted from the document prior to filing with the court clerk an d shall not be made public. I n addition, the identity of the child, the adoptive parents, and the birth parents shall be redacted from the document prior to filing with the court clerk and shall not be made public. SECTION 2. This act shall become effective November 1 , 2023. ENGR. S. B. NO. 187 Page 10 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Passed the Senate the 7th day of March, 2023. Presiding Officer of the Senate Passed the House of Representatives the ____ day of __________, 2023. Presiding Officer of the House of Representatives