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At a glance: Board approves 2025–2030 strategic plan and backs AB 1009; adopts past minutes
Summary
At its March 6 meeting, the California Board of Occupational Therapy adopted its 2025–2030 strategic plan, voted to support Assembly Bill 1009 (school credentialing for OT/PT services), and adopted its November 2024 meeting minutes. All recorded motions passed by recorded roll-call votes.
The California Board of Occupational Therapy recorded several formal actions at its March 6 meeting:
Votes at a glance
- Adoption of November 2024 board meeting minutes - Motion: "I move to adopt the board meeting minutes from November 2024 with making the changes and any other non-substantive changes." (verbatim from meeting) - Mover/Second: not specified in the transcript audio for attribution - Vote (roll call): Hector Cabrera — yes; Linda Doe — yes; Richard Bookwalter — yes; Christine Wittlisbach — yes; Beata Morcos — yes - Outcome: approved - Notes: Members discussed minor wording changes for the minutes (committee chair language and phrasing in disaster preparedness minutes), then voted without public opposition.
- Approval of the board's 2025–2030 strategic plan - Motion: "I move to approve the strategic plan." (verbatim) - Mover/Second: not specified in the transcript audio for attribution - Vote (roll call): Hector Cabrera — yes; Linda Doe — yes; Richard Bookwalter — yes; Christine Wittlisbach — yes; Beata Morcos — yes - Outcome: approved - Notes: The plan covers licensing, enforcement, outreach/communications, laws and regulations, and organizational effectiveness. Members and public commenters discussed the plan's licensing goal to explore law-and-ethics continuing education or a jurisprudence exam; staff will pursue details as the board decides implementation steps.
- Formal board support for AB 1009 (teacher credentialing / school services for occupational therapists and physical therapists) - Motion: "Can we just move to support?" with a second called during the meeting record - Mover/Second: not specified in the transcript audio for attribution - Vote (roll call): Hector Cabrera — yes; Linda Doe — yes; Richard Bookwalter — yes; Christine Wittlisbach — yes; Beata Morcos — yes - Outcome: approved; staff directed to draft and submit a letter of support - Notes: Public commenters, including a representative of the Occupational Therapy Association of California, spoke in favor of the bill and thanked the board for support.
All recorded votes were unanimous among board members present. The transcript includes roll-call confirmations for each motion listed above.
What happens next
Staff will draft the formal letters and update the board's outreach materials. For AB 1009 the board directed staff to submit a letter of support to the legislature. The strategic plan approval triggers staff follow-up to scope work on the plan's objectives, including the licensing goal to "explore creating a law-and-ethics exam or mandatory continuing education." The board discussed the idea of mandatory continuing education focused on laws and ethics and public commenters (academic field educators and association officers) supported steps to increase licensees' knowledge of laws and board expectations.
