BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                        Senator Ellen M. Corbett, Chair
                           2007-2008 Regular Session


          SB 364                                                 S
          Senator Simitian                                       B
          As Amended January 7, 2008
          Hearing Date: January 15, 2008                         3
          Civil Code                                             6
          ADM                                                    4
                                                                 

                                     SUBJECT
                                         
              Personal Information: Privacy: Security Data Breach  
                                  Notification

                                   DESCRIPTION  

          This bill would amend California's security data breach  
          notification law to require that security breach  
          notifications be written in plain language, and include, at  
          a minimum, certain specified standard information,  
          including, among other things, the types of information  
          breached, the date of the breach and notification, and  
          contact information regarding the breach.

          This bill would require, following discovery or  
          notification of a breach, any agency, person, or business  
          that owns or licenses computerized data that includes  
          personal information to submit electronically any security  
          breach notification sent to California residents to the  
          Office of Information Security and Privacy Protection  
          (OISPP, formerly the Office of Privacy Protection).

          This bill would require the OISPP to establish a Web site  
          to which an agency, person, or business must electronically  
          submit breach notifications, and the OISPP would be  
          required to make the notifications available to the public  
          online.  The bill would also require the OISPP to annually  
          report a summary of the information collected and made  
          available via the Web site to the Legislature.

          This bill would provide that any agency, person, or  
                                                                 
          (more)



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          business that maintains breach notification procedures that  
          are consistent with the bill's notification information  
          requirements would be deemed in compliance with security  
          breach notification law.

          (This analysis reflects author's amendments to be offered  
          in committee.)



                                    BACKGROUND  

          On January 1, 2003, California's security breach notice law  
          went into effect.  Those statutes provide that any public  
          agency, person, or business that owns or licenses  
          computerized data that includes personal information, as  
          defined, must disclose any security system breach upon  
          notification or discovery of the breach to any California  
          resident whose unencrypted personal information was, or is  
          reasonably believed to have been, acquired by an  
          unauthorized person.  

          According to an ongoing chronology by the Privacy Rights  
          Clearinghouse of security breaches, more than 217 million  
          records containing sensitive information have been involved  
          in security breaches since February 2005.  The chronology  
          also shows that at least 5.5 million records of entities  
          doing business in California have experienced a breach of  
          personal information in databases, and an unknown number of  
          additional entities have been affected.  

          For the seventh year in a row, identity theft topped the  
          Federal Trade Commission's (FTC) list of top 10 consumer  
          complaints in 2006.  Of the close to 700,000 complaints  
          filed with the FTC that year, 36% related to identity  
          theft.  And, among the 50 states, California ranked third  
          in identity theft victims, after Arizona and Nevada.  The  
          Director of the FTC's Bureau of Consumer Protection writes  
          that, "The important thing is that people learn how to  
          deter identity thieves, detect suspicious activity on their  
          financial records, and defend against the crime, should it  
          happen."

          A December 2007 study report from the Samuelson Law,  
          Technology & Public Policy Clinic of University of  
                                                                       




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          California, Berkeley, Boalt Hall School of Law, found that  
          security breach notification laws provide strong incentives  
          for public and private organizations to engage in best  
          practices with respect to the security of personal  
          information.  The study report also makes a number of  
          recommendations to improve upon security breach  
          notification laws, including that breach notifications  
          should include a standard set of information, and there  
          should be a centralized clearinghouse of security breach  
          notifications.  

          This bill is intended to augment California's security  
          breach notification law to implement two of the study  
          report's recommendations, thus allowing Californians to  
          better deter, detect, and defend against identity theft.  

                             CHANGES TO EXISTING LAW
           
          1.    Existing law  , the Security Breach Information Act,  
            provides that any agency, person, or business that owns  
            or licenses computerized data that includes personal  
            information, as defined, shall disclose any breach of  
            security of the system following discovery or  
            notification of the security breach to any California  
            resident whose unencrypted personal information was, or  
            is reasonably believed to have been, acquired by an  
            unauthorized person.  The disclosure must be made in the  
            most expedient time possible and without unreasonable  
            delay, consistent with the legitimate needs of law  
            enforcement, as specified.  (Civil Code (CC) Sections  
            1798.29(a) and (c) and 1798.82(a) and (c).)

             Existing law  provides that any agency, person, or  
            business that maintains computerized data that includes  
            personal information that the agency, person, or business  
            does not own shall notify the owner or licensee of the  
            information of any breach of the security of the data  
            immediately following discovery, if the personal  
            information was, or is reasonably believed to have been,  
            acquired by an unauthorized person.  (CC Sections  
            1798.29(b) and 1798.82(b).)

             Existing law  defines "personal information," for purposes  
            of notification of security breaches, to include the  
            individual's first name or first initial and last name in  
                                                                       




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            combination with any one or more of the following data  
            elements, when either the name or the data elements are  
            not encrypted: Social Security number; driver's license  
            number or California Identification Card number; or  
            account number, credit or debit card number, in  
            combination with any required security code, access code,  
            or password that would permit access to an individual's  
            financial account.  "Personal information" does not  
            include publicly available information that is lawfully  
            made available to the general public from federal, state,  
            or local government records.  (CC Sections 1798.29(e) and  
            (f) and 1798.82(e) and (f).)

             This bill  would require that security breach  
            notifications sent to California residents be written in  
            plain language and must include, at a minimum, the  
            following information:
                 the toll-free telephone numbers and addresses of  
               the major credit reporting agencies;
                 the name and contact information of the reporting  
               agency, person, or business;
                 a list of the types of information, such as name or  
               Social Security number, that were or may have been the  
               subject of a breach;
                 the date of a breach, if known, and the date of  
               discovery of a breach, if known;
                 the date of the notification, and whether the  
               notification was delayed pursuant to current law for  
               law enforcement purposes;
                 a general description of the breach incident;
                 the estimated number of persons affected by the  
               breach; and
                 whether substitute notice was used.

             This bill  would require any agency, person, or business  
            that owns or licenses computerized data that includes  
            personal information, following the discovery or  
            notification of the breach of the security of the system,  
            to submit electronically any security breach notification  
            sent to California residents to the Office of Information  
            Security and Privacy Protection (OISPP).

             This bill  would require the OISPP to establish a Web site  
            where agencies, persons, or businesses shall submit  
            electronically breach notifications and shall make the  
                                                                       




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            notifications available to the public online.

             This bill  would require the OISPP to annually report a  
            summary of the information collected and made available  
            via the Web site to the Legislature.

          2.    Existing law  provides that any agency, person, or  
            business that maintains its own notification procedures  
            as part of an information security policy for the  
            treatment of personal information and is otherwise  
            consistent with the law's timing requirements, shall be  
            deemed to be in compliance with the security breach  
            notification law.  (CC Sections 1798.29(h) and  
            1798.82(h).)

             This bill  would provide that any agency, person, or  
            business that maintains its own notification procedures  
            as part of an information security policy for the  
            treatment of personal information, and whose notification  
            procedures are otherwise consistent with the notification  
            information requirements of the bill, would be deemed to  
            be in compliance with the security breach notification  
            law.

                                     COMMENT
          
           1.    Stated need for the bill  

            The author writes:

               First, although California has security breach  
               notification statutes, they do not require public  
               agencies, businesses or persons subject to those  
               statutes to provide any standard set of information  
               about a breach.  As a result, security breach  
               notification letters often lack important information  
               - such as the type of information that was breached or  
               when the breach occurred - or are confusing to  
               consumers.  This leaves consumers uncertain about how  
               to respond to the breach or how to protect themselves  
               from identity theft.

               Second, because California lacks any centralized  
               reporting process for security breaches, it is  
               impossible for state policy makers to assess or  
                                                                       




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               improve state security breach laws.  The state may not  
               be cognizant of criminal activity patterns or consumer  
               practices, the analysis of which could aid in  
               establishing better protections of Californians'  
               personal, private, and confidential information.  
               Third, this bill would make relatively minor changes  
               to the current security breach notification statutes  
               that would enhance consumer and legislative knowledge  
               and understanding of security breaches and their  
               ramifications.  The legislature has already had an  
               opportunity to evaluate these minor improvements in  
               previous, more expansive legislative proposals.  

          2.    Recent research supports need for augmenting security  
          breach notification  
             law 

            In December 2007, the Samuelson Law, Technology & Public  
            Policy Clinic, University of California-Berkeley School  
            of Law released a study report entitled "Security Breach  
            Notification Laws: Views from Chief Security Officers"  
            (Study).  The Study included a comprehensive review of  
            the literature available on the world of information  
            security and in-depth interviews with chief information  
            security officers at a variety of business organizations  
            nationwide.
             
            The Study made a number of findings, including that  
            breach notification laws: 1) provide organizations  
            (public, private, and non-profit) strong incentives to  
            invest in best practices with respect to information  
            security; 2) contribute to awareness of the importance of  
            information security throughout all levels of an  
            organization; 3) increase cooperation among different  
            departments within an organization with respect to  
            information security; 4) have increased requirements that  
            third party vendors, data collectors, and organizations  
            comply with information security measures; 5) provide  
            "lessons learned" across organizations, allowing  
            organizations to learn from each others' breaches, and  
            justifying investment in security; and 6) inform and  
            educate consumers about the importance of being concerned  
            and diligent about the security of their personal  
            information.  

                                                                       




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            The Study also identified a number of areas for  
            improvement in security breach notification laws,  
            including a uniform minimum information standard  
            applicable to all security breach notifications,  
            including basic guidelines for the information included  
            in security breach notifications, and a centralized  
            publicly available source for tracking security breaches.  
             

            The author asserts that this bill would implement the  
            above two recommendations of the Study, and thereby  
            strengthen California's security breach notification law.





          3.    Clear, standard set of information in security breach  
          notifications would fill  
             gap in current law  

            Current law requires any agency, person, or business that  
            owns, licenses, or maintains computerized unencrypted  
            personal information to provide notification of a breach  
            of the security of the information.  Current law also  
            includes certain timing requirements for security breach  
            notifications.  There are not, however, any information  
            content requirements for breach notifications.  The  
            author provided the committee several examples of breach  
            notification letters that lack certain basic information  
            such as the type of information breached, when the breach  
            occurred, or how to protect against identity theft; and  
            contain confusing technical or legal jargon.
            The Study discussed in Comment 2 provides:

               A uniform standard that applies to all security  
               breaches would ensure that all consumers receive the  
               same amount of information coming out of a security  
               breach, and therefore have the same opportunities to  
               protect themselves.  The consistency of information  
               disclosure is even more important because one of the  
               primary benefits of security breach notification laws  
               is that of heightening information exchange and  
               awareness about information security and privacy  
               issues.
                                                                       




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               Notifications can only provide value to consumers if  
               they have useful information about the [breach]  
               incident and know what steps can be taken to mitigate  
               the harm.  Notifications provide an opportunity for  
               consumer education that ? has been bypassed by  
               notification letters that focus more on obfuscated  
               language and legal jargon than direct communication. ?  
                Breach notification letters are difficult to read and  
               understand; ?  Notification laws ? should incorporate  
               some basic guidelines regarding clarity of language, a  
               description of the incident, and steps that consumers  
               can take to protect themselves ?.

            The author writes that this bill's provisions requiring  
            notification to be in plain language and contain  
            specified pieces of information, including the types of  
            information breached, the dates of the breach and  
            notification, a general description of the incident, and  
            contact information for credit reporting agencies would  
            fill the information gap in current law.  The author also  
            notes that other states' notification laws, including  
            Michigan, New Hampshire, New York, and North Carolina  
            have similar requirements.






          4.    Centralized clearinghouse for security breach  
          information in Office of  
             Information Security and Privacy Protection (OISPP) would  
           
             allow both the public and the legislature to make better  
            informed information privacy protection decisions  

            Current law does not provide for a centralized  
            clearinghouse for security data breach information.  This  
            bill would do so by providing that security breach  
            notifications must be sent to the OISPP, which in turn  
            must provide the information on a publicly available Web  
            site, and must annually report a summary of the  
            information collected to the legislature.  

                                                                       




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            The author asserts that a centralized clearinghouse for  
            security breach notifications, and annual reporting to  
            the legislature would serve a number of important goals,  
            including: 1) informing and educating the public and the  
            legislature so that both may make better informed  
            decisions with respect to the protection of personal  
            information on an individual and policy-making basis; 2)  
            creating an information database for purposes of research  
            and evaluation of security breach notification laws; 3)  
            creating a database that may better inform both law  
            enforcement and others of patterns of criminal activity  
            and/or consumer practices that need to be addressed; and  
            4) creating a database of information that may, in the  
            future, shed light on the connection or interaction  
            between security data breaches and identity theft.

            As noted in the Study discussed in Comment 2:

               [F]or information security to become a characteristic  
               that consumers take into account when purchasing  
               services, there must be consistent public information  
               on which analysis and information-gathering can be  
               based. ? [A] public database of security breaches can  
               serve as an analytical tool for security  
               professionals. ?  [R]equiring organizations that  
               suffer a security breach to take the additional step  
               of filing with a centralized organization could  
               increase the amount of information available about  
               security breaches without compromising the security  
               incentives that notification laws provide.  This  
               database would provide a standardized source of  
               information to which security professionals can refer  
               to gather statistics on security vulnerabilities.  It  
               would also give media outlets a reliable source of  
               information. ? [and] would also assist enforcement  
               agencies ? in keeping track of repeat offenders  
               against whom enforcement actions may need to be  
               brought.  






          5.   Author's and technical amendments  
                                                                       




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            a.    Technical amendments to correct drafting errors  

               On page 3, line 7, delete the word "one," and on line  
               6, insert the word "one" before the word "the"

               On page 3, lines 13-14, delete "one hundred thousand  
               dollars ($100,000)," and insert "two hundred fifty  
               thousand dollars ($250,000)"  

               On page 6, lines 36, delete the word "one," and on  
               line 35, insert the word "one" before the word "the"

               On page 7, line 3, delete "one hundred thousand  
               dollars ($100,000)," and insert "two hundred fifty  
               thousand dollars ($250,000)" 

            b.    Author's amendments  

               On page 3, line 27, delete "English," and insert  
               "language"

               On page 3, line 34, after "that," insert "were or"

              On page 5, line 37, after "part," insert "and  
            subdivision (e)(2) and (3)"

              On page 7, line 18, delete "English," and insert  
            "language"

              On page 7, line 26, after "that," insert "were or"

              On page 9, line 31, after "part," insert "and  
            subdivision (e)(2) and (3)"


          Support:  Consumers Union; Consumer Federation of CA;  
          Electronic Frontier
                 Foundation; Privacy Rights Clearinghouse

          Opposition:  None Known

                                     HISTORY
          
          Source:   Author
                                                                       




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          Related Pending Legislation:   None Known

          Prior Legislation:   AB 779 (Jones of 2007) would have,  
                        among a number of other things, provided,  
                        under the security data breach notification  
                        law, that the Office of Privacy Protection  
                        (OPP, now OISPP) be notified if substitute  
                        notice of a security breach was used.  The  
                        bill would also have required any agency,  
                        person, or business that owns, licenses, or  
                        maintains computerized personal data related  
                        to various payment devices to notify the  
                        owner, licensee, or California resident of a  
                        security data breach. The notification would  
                        have been required to contain certain  
                        specified standard information, including,  
                        among other things, when the breach occurred  
                        and the categories of personal information  
                        breached.  This bill was vetoed.

                        AB 2505 (Nunez of 2006) would have provided,  
                        under the 
                        security data breach notification law, that  
                        the OPP be notified if substitute notice was  
                        used.  This bill died on the Senate Floor.

                        SB 852 (Bowen of 2006) would have required a  
                        security data breach notification whether or  
                        not the data was computerized and would have  
                        required notice to the OPP.  This bill died  
                        in the Assembly Business and Professions  
                        Committee.

                        SB 1512 (Machado of 2006) would have  
                        increased the threshold dollar amount for the  
                        substitute notice provision under the  
                                                                     security data breach notification law from  
                        $250,000 to $500,000.  This bill was not  
                        pursued after referral to this committee.

                                 **************
          


                                                                       




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