Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 STATE OF OKLAHOMA 1st Session of the 60th Legislature (2025) SENATE BILL 949 By: Rosino AS INTRODUCED An Act relating to the Office of Client Advocacy; amending 10A O.S. 2021, Section 1 -6-103, which relates to the Oklahoma Children ’s Code; authorizing the Office to inspect certain records; amending 43A O.S. 2021, Section 10 -105, which relates to protective services for vulnerable adults; defining term; modifying and clarifying applicability of provisions relating to investigations; directin g the Office to establish certain system; amending 56 O.S. 2021, Section 1025.3, which relates to the community services worker registry; transferring certain duties to the Office; requiring the Office to promptly report investigative findings to the Depar tment of Human Services; updating statutory language; updating statutory reference; and declaring an emergency . BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. AMENDATORY 10A O.S. 2021, Section 1 -6-103, is amended to read as follows: Section 1-6-103. A. Juvenile court records a nd Department of Human Services agency records pertaining to a child may be inspected, and their contents shall be disclosed, without a court order to the following persons upon showing of proper credentials and pursuant to their lawful duties: Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. The court having the child currently before it in any proceeding pursuant to this title, any district court or tribal court to which such proceedings may be transferred, employees and officers of the court in the performance of their duties, including but not limited to guardians ad litem appointed by the court, and court-appointed special advocates; 2. A district attorney, United States Attorney, or Attorney General of this or another state and the employees of such offices in the course of their official duties pursuant to this title or the prosecution of crimes against children, or upon their request in their official capacity as advisor in a grand jury proceeding; 3. The attorney representing a child who is the subject of a proceeding pursuant to the provisio ns of this title or other proceeding where child custody or visitation is at issue; 4. Employees of juvenile bureaus in the course of their official duties pursuant to this titl e, and employees of the Department of Human Services in the course of their official duties; 5. Employees of a law enforcement agency of this or another state or military enclave and employees of a child protective service of another state or military enc lave in the course of their official duties pertaining to investigations of a report of known or suspected child abuse or neglect or crimes against children or for the purpose of determining whether to place a child in protective custody; Req. No. 600 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 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. The Oklahoma Commission on Children and Youth as provided by Sections 601.2 and 601.6 of Title 10 of the Oklahoma Statutes; 7. The Office of Juvenile Affairs; 8. A federally recognized Indian tribe in which the child who is the subject of the record is a member or is eligible to become a member of the tribe and is the biological child of a mem ber of an Indian tribe pursuant to the provisions of the Federal Indian Child Welfare Act and the Oklahoma Indian Child Welfare Act; provided such Indian tribe, in the course of its official duties, is: a. investigating a report of known or suspected child abuse or neglect or crimes against children or for the purpose of determining whether to place a child in protective custody, b. providing services to or for the benefit of a ch ild including, but not limited to, protective, emergency, social and medical s ervices, or c. the tribe, the tribal court or the tribal child welfare program has asserted jurisdiction or intervened in any case in which the child is the subject of the procee dings or is a party to the proceedings pursuant to the authority provided in the Oklahoma Indian Child Welfare Act. Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 The records that are to be provided to Indian tribes under this subsection shall include all case records, reports, and documents as defined in Section 1-6-101 of this title; 9. The Governor or to any person the Gover nor designates, in writing; 10. Any federal official of the United States Department of Health and Human Services; 11. Any member of the Legislature approved in writing by the Speaker of the House of Representatives or the President Pro Tempore of the Senate; 12. A foster parent, with regard to records concerning the social, medical, psychological, or educational needs of a child currently placed with that foster parent or of a child being considered for placement with that foster parent; 13. An employee of any state or federal corrections or law enforcement agency in the performance of the official duties of the employee concerning presentence investigations or supervision of a parent of an alleged or adjudicated deprived child, or the legal guardian, custodian, or any other adult member of the child ’s home who is responsible for the health, safety, or welfare of the child; 14. An employee of a state agency of this or another state in the performance of the official duties of the employee concerning the establishment of paternity or the establishment or enforcement of a child support order or other entitlement for the benefit of a Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 child; provided, disclosure shall be limited to information directly related to the purpose of such disclosure; 15. Any member of a city -county Health Department Fetal Infant Mortality Review (FIMR) in the performance of the official duties of the member concerning investigations of fetal and infant mortalities; provided, disclosure shall be limited to information directly related to the purpose of such disclosure; 16. Any designated federal authorities at the federal military installation where a service member is assigned, when the child is a member of an active duty military family, as provided by paragraph 4 of subsection A of Section 1 -2-102 of this title; and 17. Any member of the Child Welfare Review Committee for the Death and Near Death of Children With Disabilities as established by Section 1-10-103 of this title; and 18. The Office of Client Advocacy within the Stat e Department of Health. B. In addition to the persons listed in subsection A of this section, juvenile court records may be inspected, and their contents shall be disclosed, wit hout a court order to the following persons upon showing of proper credentials and pursuant to their lawful duties: 1. Employees of court -appointed special advocate programs, as defined in Section 1 -1-105 of this title, in the course of their official duties pertaining to recruiting, screening, training, Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 assigning cases, supervisin g, and supporting volunteers in their roles as guardian ad litem pursuant to Section 1 -4-306 of this title; 2. Members of postadjudication review boards established pursuant to the provisions of Section 1116.2 of Title 10 of the Oklahoma Statutes, the Child Death Review Board, and multidisciplinary personnel. In addition to juvenile court records, members of such postadjudication review boards may inspect, without a court order, information that includes, but is not limited to: a. psychological and medica l records, b. placement history and information, including the names and addresses of foster parents, c. family assessments, d. treatment or service plans, and e. school records; 3. The Department of Human Services or other public or private agency or individual having court -ordered custody or physical custody pursuant to Department placement of the child, or conducting a child abuse or neglect investigation of the child who is t he subject of the record. In addition to juvenile court records, employees of the Department may inspect, without a court order and upon a showing of proper credentials and pursuant to their lawful duties, information that includes, but is not limited to: a. psychological and medical records, and Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 b. nondirectory education records; 4. The child who is the subject of the record and the parents, legal guardian, custodian, or foster parent of such child; and 5. A person authorized by the court to conduct bon a fide research, provided such research may not publish the names or identities of parents, children, or other persons contained in the records. C. In addition to the persons and entities named in subsection A of this section, Department of Human Services agency records may be inspected, and their contents shall be disclosed, without a court order to the following persons upon showing of proper credentials and pursuant to their lawful duties: 1. Postadjudicatory review boards, court -appointed special advocates, and members of the Child Death Review Board; 2. Any district court whi ch has ordered a home study by the Department in an action for divorce, annulment, custody of a child, or appointment of a legal guardian of a child, or any subsequent proceeding in such actions; provided, however, the Department may limit disclosure in the home study to summaries or to information directly related to the purpose of the disclosure; 3. Members of multidisciplinary teams or multidisciplinary personnel designated by the Department, investigating a report of known or suspected child abuse or n eglect or providing services to a child or family which is the subject of the report; Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 4. A physician who has before him or her a child whom the physician reasonably suspects may be abused or neglected or any health care or mental health professionals involved in the evaluation or treatment of the child or the parents, legal guardian, foster parent, custodian, or other family members of the child; 5. Any public or private agency or person authorized by the Department to diagnose, or provide care, treatment , supervision, or other services to a child who is the subject of a report or record of child abuse or neglect; provided, the Department may limit such disclosure to summaries or to information directly necessary for the purpose of such disclosure; 6. Any person or agency for research purposes, if all of the following conditions are met: a. the person or agency conducting the research is employed by the State of Oklahoma or is un der contract with this state and is authorized by the Department to conduct the research, and b. the person or agency conducting the research ensures that all documents containing identifying information are maintained in secure locations and access to the documents by unauthorized persons is prohibited; that no identifying information is included in documents generated from the research conducted; and that all Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 identifying information is deleted from documents used in the research when the research is compl eted; 7. The Oklahoma Health Care Authority; and 8. A medical examiner when such person is determining the cause of death of a child. D. In accordance with the rules promulgated for such purpose pursuant to Section 620.6 of Title 10 of the Oklahoma Stat utes, records listed in subsection A of Section 1 -6-102 of this title may be inspected and their contents disclosed without a court order to participating agencies. E. The court may disclose to an employee of an out -of-state entity, licensed to perform ad option home studies in that state, whether the prospective adoptive parent has had parental rights to a child terminated in Oklahoma or whether the prospective adoptive parent has relinquished parental rights to a child in Oklahoma. F. Nothing in this sec tion shall be construed as prohibiting the Department from disclosing such confidential information as may be necessary to secure appropriate care, treatment, protection or supervision of a child alleged to be abused or neglected. SECTION 2. AMENDATORY 43A O.S. 2021, Section 10 -105, is amended to read as fo llows: Section 10-105. A. As used in this section, “appropriate state entity” means: Req. No. 600 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 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. The Office of Client Advocacy within the State Department of Health, if the allegation concerns a vulnerable adult who is: a. a certified member of the plaintiff class in Homeward Bound, Inc., et al. v. The Hissom Memorial Center, et al., Case Number 85-C-437-E, United States District Court for the Northern District of Oklahoma, b. a resident of the Robert M. Greer Center or successor facility, or c. receiving services from a community services provider, community services worker, Medicaid personal care services provider, or Medicaid personal care assistant, as those terms are defined in Section 1025.1 of Title 56 of the Oklahoma Statutes; 2. The Office of the State Long -Term Care Ombudsman within the Office of the Attorney General, if the allegation concerns a vulnerable adult who is a resident of a long -term care facility; or 3. The Department of Human Services, if the allegation concerns a vulnerable adult who does not meet the description of either paragraph 1 or paragraph 2 of this subsection. B. Upon receiving a report of alleged abuse, neglect, or exploitation of a vulnerable adult pu rsuant to the provisions of the Protective Services for Vulnerable Adults Act, the Department of Human Services appropriate state entity shall make a prompt and thorough investigation. When feasible, law enforcement and the Req. No. 600 Page 11 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Department appropriate state en tity shall conduct joint investigations in order to reduce potential trauma to the victim and to eliminate duplicative efforts. B. C. The investigation shall include: 1. Notification of local law enforcement agency. Upon the request of a law enforcement agency, the Department appropriate state entity shall submit copies of any results or records of an examination on the vulnerable adult who is alleged to have been abused, neglected, or exploited and any other clinical notes, x - rays, photographs, or previ ous or current records relevant to the case; 2. Any findings of abuse, neglec t, or exploitation of a vulnerable adult shall also be sent to any state agency with concurrent jurisdiction over persons or issues identified in the investigation including, but not limited to, where appropriate, the State Department of Health, the Oklahoma Board of Nursing, or any other appropriate state licensure or certification board, agency, or registry; 3. Every reasonable effort to locate and notify the caretaker, legal guardian and next of kin of the vulnerable adult who may be in need of protective services pursuant to Section 10 -105.1 of this title; 4. Diagnostic evaluation to determine whether the person needs protective services; Req. No. 600 Page 12 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 5. Any photographs necessary to docu ment injuries or conditions which have resulted or may result in an injury or serious harm to the person; 6. A statement of the least restrictive services needed; 7. Whether services are available from the Department of Human Services or in the community and how the services can be provided; 8. Whether the person would be capable of obtaining services for self and could bear the cost or would be eligible for services from the Department of Human Services; 9. Whether a caretaker or legal guardian would b e willing to provide services or would agree to their provision; 10. Whether the person desires the services; 11. A statement of any follow -up investigation or monitoring of the services that may be needed; and 12. Other relevant information. C. D. 1. a. Investigations conducted pursuant to this section shall include a visit to t he home or other place of residence of the person who is the subject of the report, a private interview with such person and any other potential victims, and consultation with persons who have knowledge of or may be witnesses to the circumstances. b. Investigators shall be suitably trained in interview techniques and shall utilize such techniques in Req. No. 600 Page 13 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 interviews with elderly and incapacitated adults and individuals with intellectual disabilities. Interviews shall be conducted at the appropriate developmental age level of the victim. A reasonable effort shall be made to conduct interviews of vulnerable adult victims with an intellectual disability or diminished capacity utilizing appropriate personnel and following protocols and procedures established for interviews with such persons, including the use of forensic interview techniques when appropriate. c. If, in the course of an investigation of this nature, the Department appropriate state entity is denied entrance to the home or other place of residence of a person believed to be a vulnerable adult in need of protective services, or is denied a private interview with the vulnerable adult, the Department appropriate state entity may petition the court for an order allowing entry to the premises or private access to the vulnerable adult. The court shall make a finding of probable cause of the vulnerability of the adult before issuing the order. If documentation, or access to records, or other information relating to such person as provided by this section is d enied, the Req. No. 600 Page 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Department appropriate state entity may petition the court for an order allowing entry or access. 2. The petition shall state the name and address of the person who is the subject of the report and shall allege specific facts sufficient to show that the circumstances of the person are in need of investigation. 3. If it is necessary to forcibly enter the premises, the representative of the Department appropriate state entity shall make the entry accompanied by a peace officer. 4. The Department appropriate state entity shall make all reasonable attempts to interview the caretaker or other persons alleged to be involved in the abuse, neglect or exploitation in order to enhance service provision and to prevent additional incidents of abuse, neglect or exploitation. D. E. When a report is received pertaining to a vulnerable adult who has a legal guardian, a copy of the investigative report of the Department appropriate state entity shall be filed with the court to which the guardian is accountable. E. F. 1. In the case of a final investigative report pertaining to a vulnerable adult who is a resident of a nursing facility, residential care facility, assisted living facil ity or continuum of care facility and who is alleged to be a victim of abuse, verbal abuse, neglect, or exploitation by an employee of such facility, the Department Office of the State Long -Term Care Req. No. 600 Page 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Ombudsman shall forward to the State Department of Healt h a copy of the Department’s Office’s final investigative report. 2. The Department of Human Services Office of the State Long - Term Care Ombudsman shall be deemed a party pursuant to the Administrative Procedures Act for the investigative reports filed by the Department Office with the State Department of Health regarding vulnerable adults who are residents of nursing facilities, residential care facilities, assisted living facilities or continuum of care facilities. a. Within thirty (30) days of receipt o f the final investigative report submitted by the Department of Human Services Office of the State Long -Term Care Ombudsman pursuant to this section, the State Department of Health shall provide the Department of Human Services Office with a written summar y of any action taken as a result of the complaint including, but not limited to, results of any inspections, enforcement actions or actions which may be taken by the State Department of Health. b. Whenever the Department of Human Services Office of the State Long-Term Care Ombudsman believes that the conditions giving rise to a com plaint by the Department Office alleging a serious threat to the health, safety or welfare of a resident of a nursing Req. No. 600 Page 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 facility, residential care facility, assisted living facility or continuum of care facility have not been adequately addressed, the Department of Human Services Office may request the State Department of Health to hold a hearing on the complaint as provided by Section 309 of Title 75 of the Oklahoma Statutes. 3. Nothing herein shall prevent the State Department of Health from conducting any type of investigation or taking any appropriate remedial or other action pursuant to the provisions of the Nursing Home Care Act, the Residential Care Act and the Continuum of C are and Assisted Living Act. F. G. When a report is received pertaining to a vulnerable adult residing in a facility other than the home of the vulnerable adult, where persons are employed to provide care and those employees have been named as persons res ponsible for the abuse, neglect or exploitation, the Department appropriate state entity shall forward its final findings, including, but not limited to, any administrative appeal findings to the owner or administrator of the facility to prevent further in cidents. H. The Office of Client Advocacy shall establish a system for investigating allegations of misconduct by a person responsible for a vulnerable adult not rising to the level of abuse, neglect, or exploitation in cases where the Office is the appro priate state Req. No. 600 Page 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 entity for the vulnerable adult as specified in subsection A of t his section. SECTION 3. AMENDATORY 56 O.S. 2021, Section 1025.3, is amended to read as follows: Section 1025.3. A. The Director of the Department of Human Services shall promulgate rules to establish and maintain a community services worker registry. Such rules may include, but need not be limited to: 1. A procedure for notation in such registry of a final Department of Human Services investigative finding by the Office of Client Advocacy within the State Department of Health or a finding by an Administrative Law Judge of maltreatment of an individual by a community services worker or a Medicaid personal care assistant; 2. A procedure for notice and d ue process for a community services worker, or a Medicaid personal care assistant, or applicant before the entering of such person ’s name in the registry as having a final Department of Human Services Office of Client Advocacy investigative finding or Admi nistrative Law Judge finding of maltreatment of an individual; 3. Disclosure requirements for information in the registry; and 4. Procedures for granting a waiver of the provisions of paragraph 1 of subsection F G of Section 1025.2 of this title by the Director of Human Services. Req. No. 600 Page 18 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 B. The community services worker registry shall include, but not be limited to, the following information on each community services worker and each Medicaid personal care assistant: 1. The individual’s full name; 2. Information necessary to identify each individual; 3. The date the individual ’s name was placed in the registry; and 4. Information on any final Department of Human Services Office of Client Advocacy investigative finding or Administrative Law Judge finding of maltreatment concerning the worker. C. The Office of Client Advocacy shall promptly report final investigative findings to the Department of Human Services for the purposes of the community services worker registry. D. A community services worker, a Medica id personal care assistant, or applicant who is adversely affected by an Administrative Law Judge finding of maltreatment of an individual may seek judicial review pursuant to Article II of the Administrative Procedures Act. The finding of the Administrat ive Law Judge may be appealed to the district court of the county in which the community services worker, Medicaid personal care assistant, or applicant resides within thirty (30) days of the date of the decision. A copy of the petition shall be served by mail upon the general counsel of the Department of Human Services. Req. No. 600 Page 19 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 D. E. An investigation conducted under Section 1025.1 et seq. of this title shall include a process for notifying a community services provider of areas of concern and administrative information. An area of concern or administrative information shall not be considered final investigative findings, nor shall the area of concern or administrative information be included in a final investigative report of the Department of Human Services Office of Client Advocacy. The Department Office shall develop a procedure by which a community services provider may request an investigative status update within ten (10) calendar days of the initiation of an investigation conducted under Section 1025.1 et seq. of this title. SECTION 4. It being immediately necessary for the preservation of the public peace, health or safety, an emergency is hereby declared to exist, by reason whereof this act shall take effect and be in full force from and after its passage and approval. 60-1-600 DC 1/16/2025 12:43:58 PM