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Guidance for the Implementation of Executive Order 2023-31

Guidance for the Implementation of Executive Order 2023-31

The following guidance is intended to assist all universities that are governed by the University of Oklahoma Board of Regents1with implementing the Executive Order’s requirements. 

The Executive Order does not alter a university’s obligations under federal and state law, including the anti­discrimination requirements of Titles VI and VII of the Civil Rights Act of 1964, Title IX of the Education Amendments Act of 1972, and the Equal Protection Clause of the Fourteenth Amendment. 

This guidance is intended to provide an initial and broad overview of the Executive Order. It will not cover every specific situation or cover every question that one may have and will be updated periodically throughout the semester.

 

General Bill Provisions and Information

All executive state agencies, including institutions of higher education, must review all DEI positions, departments, activities, procedures, and programs and, if necessary, restructure and/or eliminate functions that are not necessary for compliance or accreditation or that are not student and employee services intended to support success broadly. All executive state agencies must comply with the Executive Order by May 31, 2024. By the same date, all executive state agencies, including institutions of higher education, must submit a certificate of compliance to the Governor, the Speaker of the House, and the President Pro Tempore. Agencies also must submit a report that includes a description of the DEI positions, departments, activities, procedures, and programs that are in existence and identify what functions, if any, were restructured and/or eliminated.  

The Executive Order prohibits executive state agencies from utilizing state funds and resources to (a) support DEI positions, programs, and departments to the extent that these programs grant preferential treatment based on the classifications2 listed in the Executive Order; (b) mandate that any person participate in any training to the extent that such training grants preference to a person based on the classifications in the Executive Order; (c) mandate a person agree to a loyalty oath that favors or prefers one classification over another; (d) mandate a person to agree with, recognize, or adhere to any political, philosophical, religious, or other ideological viewpoint; (e) mandate any applicant to provide a DEI statement or grant preferential consideration based on such statement; or (f) mandate any person disclose their pronouns.

Yes, the Executive Order does not apply to the university with respect to the following: 

  1. a policy, practice, procedure, program, class, or activity required for compliance with state or federal laws, rules, or regulations for obtaining or retaining institutional, academic, or discipline-specific accreditation or licensure;

  2. academic course instruction; i.e., the academic freedom of any individual faculty member to direct the instruction within his or her own course;

  3. scholarly research or creative work by an institution of higher education’s students, faculty, or other research personnel, or the dissemination of that research or work;

  4. an activity of a student organization registered with or recognized by an institution of higher education; 

  5. guest speakers or performances on short-term engagements; 

  6. academic support, tutoring, and career services and student success centers, so long as the programming is designed and implemented without regard to race, sex, color, national origin, or ethnicity; 

  7. data collection; or

  8. access programs for military, veterans, Pell Grant recipients, first generation college students, students from low-income families, students with unique abilities, or underserved student populations. 

The Executive Order also will not limit or prohibit the university from applying for grants or complying with the accreditation requirements by an accrediting or licensing agency, including, but not limited to, submitting to the grantor or accreditation agency a statement that: 

  1. highlights the institution’s work in supporting:

    1. first-generation college students, 

    2. students from low-income families, 

    3. students with unique abilities, 

    4. underserved student populations; and/or 

  2. certifies compliance with applicable anti-discrimination laws, rules, and regulations.

Under the Executive Order, all executive state agencies, including institutions of higher education, must review their DEI programs and restructure and eliminate functions that are not necessary for compliance and accreditation and do not broadly support student and employee success. This means a university should not operate or maintain offices or have employees whose sole job is to provide programs and activities for a specific group of students based on the classifications in the Executive Order. For example, offices that are focused on African American, Hispanic, or LGBTQ+ students likely violate the Executive Order. Even though offices solely dedicated to these students will need to be restructured, programs supporting these communities may be incorporated into a framework that broadly supports student success. 

Websites and Social Media

The university can continue to use language that promotes activities that broadly support student and employee success and belonging. Any language or information that promotes differential treatment of those classifications described in the Executive Order is prohibited.

Yes, these organizations may be referenced on university websites if their activities are open to all individuals and the website appropriately communicates an all-inclusive message. An example of an appropriate all-inclusive message for an organization whose name may suggest otherwise is as follows: “This program welcomes everyone regardless of age, color, disability, ethnicity, sex, gender identity, gender expression, genetic information, marital status, national origin, race, religion, sexual orientation, or veteran status. Our program provides learning opportunities to all participants.”

Although these organizations and their inclusive activities can be featured on university websites, any activity that impermissibly favors someone based on the classifications in the Executive Order cannot be featured on a university website. For example, if an unaffiliated third-party organization offers several scholarship opportunities, and one of those opportunities impermissibly favors one race over another, a direct reference to that particular scholarship opportunity cannot be on a university website nor may the university provide any support for the administration of that scholarship. 

 

Trainings, Programs, and Events

“DEI training” and “DEI programming” includes a training, program, or activity that grants preference based on one person’s particular race, color, sex, ethnicity, or national origin. 

“DEI training” and “DEI programming” does not include activities, programs, or classes that are required for compliance with state or federal laws, rules, or regulations, or for retaining institutional, academic, or discipline-specific accreditation or licensure. For example, both the American Bar Association and the American Medical Association require colleges to provide certain implicit bias trainings. Accordingly, these would be permissible under the Executive Order. The content contained within implicit bias trainings for hiring committees is being modified and will be incorporated into voluntary trainings for hiring committees.

Yes, if the event or program is related to students’ academic or career success and is designed without regard to race, sex, color, national origin, or ethnicity. For example, a university can sponsor events and programs that focus on promoting a welcoming climate and cultural competency.  These events and programs should be completely voluntary. 

Moreover, multicultural events or programs associated with heritage and history days and months, such as Hispanic Heritage Month, Black History Month, Asian American Pacific Islander Month, Women's History Month, Indigenous People's Day, Juneteenth, and Pride Month are permissible so long as these events or programs are open to everyone who wants to participate and do not show a preference for one classification over another. The emphasis of such events must be on history and culture. Attendance at such events cannot be mandatory for students or employees unless attendance at such events relates to the content of the academic course for which it is required. If extra credit is awarded for attendance and the event is unrelated to the academic course, other alternative events unrelated to prohibited classifications must be provided. 

If a registered student organization wishes to host a multicultural event or program, even one that includes DEI elements, the organization can do so, assuming compliance with other university policies, because registered student organizations are exempt from the Executive Order. 

Generally, yes. The Executive Order prohibits the university only from mandating such training unless there is a specific exemption, i.e., compliance with state or federal laws, rules, or regulations, or for retaining institutional, academic, or discipline-specific accreditation or licensure. If no exemption exists, then such training may still be offered on a voluntary basis, and students and employees may still seek out and voluntarily participate in such training. However, decisions regarding funding for the creation of or participation in such trainings must be based on neutral criteria not designed to favor a particular race, color, national origin, ethnicity, or gender. Departments should ensure that the evaluation process is fair, neutral, available to all, and not mandatory and that funding is provided for a wide variety of requested training and programming.

Yes. The Executive Order does not prohibit universities from supporting attendance at such conferences or supporting membership in such organizations if the training is voluntary and the university’s support for participation is not based on a student’s/employee’s race, color, national origin, ethnicity, or gender. However, the university should have a neutral basis for providing such funding that does not consider DEI as a factor in providing the funds. University leadership cannot compel attendance at DEI programs nor outsource DEI work.

No. The Executive Order does not apply to guest speakers or performers on short-term engagements. The university may host guest speakers and performers under its usual policies and rules so long as attendance is not required. Unless the guest speaker is invited to speak in an academic course and the topic is related to that course, the university (including professors) cannot require students (or employees in other contexts) to attend such events.

Registered Student Organizations

A registered student organization is a group of students united for a common purpose related to their educational experience. There are over 500 registered student organizations at the university that receive financial and other support. Registration is required through a process found here: https://ou.edu/rso. The Executive Order’s requirements do not apply to activities of a student organization registered with or recognized by the university.

The Executive Order expressly exempts registered student organizations from its restrictions. If a student group is not registered, they are not exempt under the Executive Order. Any registered student organization must be provided with any benefit that is generally available to other registered student organizations. Denying a registered student organization any resource that is generally available to other registered student organizations based on the registered student organization’s political, philosophical, ideological, or academic viewpoint would violate state and federal law. 

Academic Course Instruction

Yes. The Executive Order specifically states that it does not apply to academic course instruction. Faculty retain their academic freedom and retain the right to provide instruction in their courses and design their curriculum as they see fit, if the subject matter is related to the subject the faculty member is teaching. 

Scholarships, Accreditations, and Grants

The Executive Order specifically states that it does not apply to activities required to retain institutional, academic, or discipline-specific accreditation. Nothing in the Executive Order limits the university from applying for grants or complying with accreditation requirements. When responding to questions from accrediting agencies or from grantors, the university should try to address the specific question with a statement that includes, but is not limited to: 

  1. highlighting the university’s work in supporting:

    1. first-generation college students, 

    2. students from low-income families,

    3. students with unique abilities, 

    4. underserved student populations; and/or 

  2. certifying compliance with applicable anti-discrimination laws, rules, and regulations.

The university anticipates being able to award all scholarships permitted under state and federal law and the Executive Order. 

Student scholarships are not affected if they are awarded and administered by the university without regard to race, sex, color, ethnicity, or national origin, and if a "DEI statement” is not required or considered as part of the application or interview process. However, if a scholarship considers race, color, ethnicity, nation of origin, sex, gender identity, or sexual orientation, the university cannot support such a scholarship under federal law and the Executive Order. If an entity separate from the university offers a scholarship that considers one or more of these characteristics, the university may accept the scholarship funds awarded but may not participate in any manner in the award or implementation of the scholarship. Further, such scholarships offered by external groups cannot be specifically advertised on university websites and must be removed if identified.

To the extent the university has scholarships that reference prohibited preferences, those funds have been incorporated into a “pool and match” program permissible under federal law. This program places university scholarships into a bundle, inviting all students to apply. Scholarship recipients are selected without regard to a prohibited classification, and, if a person who is selected matches a donors’ articulated criteria, they are then matched to that specific scholarship.  

Data Collection and Research

Yes, the Executive Order specifically exempts research and data collection from its requirements. 

Yes, the Executive Order specifically exempts research and data collection from its requirements. 

Miscellaneous

Yes, university officials may ask students these questions, but students cannot be forced to answer, be penalized for not answering, or be penalized for their answer. Additionally, electronic forms must not require a response to advance to the next page.

The Executive Order does not address this topic, and no state or federal law prohibits the use of pronouns in a signature block.

Implementation

The Executive Order states that all executive state agencies, including institutions of higher education, shall provide their certificate of compliance through their senior administrative officials by May 31, 2024. The university will designate its own senior official to submit its certificate of compliance. 

1. Throughout this document “university” or “universities” includes all three of the University of Oklahoma’s campuses, Cameron University, and Rogers State University.

2. “Classification” refers to race, color, sex, ethnicity, or national origin as used in the Executive Order.