1 STATE OF OKLAHOMA
2 1st Session of the 58th Legislature (2021)
3 HOUSE BILL 1940 By: Martinez
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6 AS INTRODUCED
7 An Act relating to professions and occupations;
defining terms; making certain peer review records
8 privileged information; providing that certain
records not be discoverable or admissible in trial;
9 declaring certain holder of privilege; authorizing
peer review committee to report and discuss
10 information and findings without waiver of privilege;
providing immunity from civil liability for certain
11 acts performed in good faith; providing for
codification; and providing an effective date.
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14 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
15 SECTION 1. NEW LAW A new section of law to be codified
16 in the Oklahoma Statutes as Section 475.40 of Title 59, unless there
17 is created a duplication in numbering, reads as follows:
18 A. As used in this section:
19 1. "Design profession" means the practice of architecture,
20 landscape architecture, land surveying or engineering;
21 2. "Design professional" means an architect, landscape
22 architect, land surveyor or professional engineer or a business
23 entity authorized to practice one or more of the design professions
24 specified in paragraph 1 of this subsection;
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1 3. "Architect" shall have the same meaning ascribed to such
2 term in Section 46.3 of Title 59 of the Oklahoma Statutes;
3 4. "Landscape architect" shall have the same meaning ascribed
4 to such term in Section 46.3 of Title 59 of the Oklahoma Statutes;
5 5. "Land surveyor" shall have the same meaning ascribed to such
6 term in Section 475.2 of Title 59 of the Oklahoma Statutes;
7 6. "Professional engineer" shall have the same meaning ascribed
8 to such term in Section 475.2 of Title 59 of the Oklahoma Statutes;
9 7. "Lessons learned" means any internal meeting, class,
10 publication in any medium, presentation, lecture, or other means of
11 teaching and communicating after substantial completion of the
12 project which is conducted solely and exclusively by and with the
13 employees, partners, consultants and coworkers of the design
14 professional who prepared the project's design for the purpose of
15 learning best practices and reducing errors and omissions in design
16 documents and procedures;
17 8. "Peer review" or "peer review process" means any of the
18 following functions:
19 a. evaluating and improving the design, drawings,
20 specifications or quality of services rendered by a
21 design professional,
22 b. evaluating the design, construction, procedures and
23 results of improvements to real property based upon
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1 services rendered by a design professional during or
2 after completion of such improvements, or
3 c. preparing an internal lessons-learned review of any
4 project or services rendered for the purpose of
5 improving the quality of services rendered by a design
6 professional; and
7 9. "Peer reviewer" or "peer review committee" means an
8 individual design professional or a committee of design
9 professionals retained, employed, designated or appointed by:
10 a. a state, county or local society of design
11 professionals, or
12 b. the board of directors, chief executive officer,
13 quality control director, risk manager or employed
14 design professional of a business entity authorized to
15 practice one or more of the design professions
16 specified in paragraph 1 of this subsection.
17 B. The reports, statements, memoranda, proceedings, findings
18 and other records submitted to or generated by any peer review
19 committee or peer reviewer shall be privileged and shall not be
20 subject to discovery, subpoena or other means of legal compulsion
21 for their release to any person or entity or be admissible in
22 evidence in any judicial or administrative proceeding. Information
23 contained in such records shall not be discoverable or admissible at
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1 trial in the form of testimony by an individual who participated in
2 the peer review process.
3 C. The design professional who retains, employs, designates or
4 appoints the peer reviewer or peer review committee is the holder of
5 the privilege established by this section. This privilege may be
6 claimed by such design professional and shall not be waived as a
7 result of any disclosure by a peer reviewer or peer review
8 committee.
9 D. A peer review committee or peer reviewer may report to and
10 discuss activities, information and findings with other peer review
11 committees or peer reviewers or to the design professional who
12 retains, employs, designates or appoints the peer reviewer or peer
13 review committee and with any officer, director or quality control
14 director, risk manager or employed design professional thereof
15 without waiver of the privilege provided by subsection B of this
16 section, and the records of all such peer review committees or peer
17 reviewers relating to such report shall be privileged as provided by
18 subsection B of this section.
19 E. Each peer reviewer and member of a peer review committee
20 shall be immune from civil liability for such acts described in
21 paragraph 8 of subsection A and subsection D of this section, so
22 long as the acts are performed in good faith, without malice, and
23 are reasonably related to the scope of inquiry of the peer review
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1 process. The immunity in this subsection is intended to cover only
2 outside peer reviews by a third-party design professional who:
3 1. Is not an employee, coworker or partner of the design
4 professional whose design is being peer reviewed; and
5 2. Has no other role in the project besides performing the peer
6 review.
7 SECTION 2. This act shall become effective November 1, 2021.
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9 58-1-6548 LRB 12/18/20
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