BILL ANALYSIS                                                                                                                                                                                                    Ó



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          Date of Hearing:   January 12, 2016


                            ASSEMBLY COMMITTEE ON HEALTH


                                  Rob Bonta, Chair


          AB 1238  
          (Linder) - As Amended April 20, 2015


          SUBJECT:  Certified copies of marriage, birth, and death  
          certificates:  electronic application.


          SUMMARY:  Authorizes the State Registrar, a local registrar, or  
          a county recorder to accept an electronic request for a  
          marriage, birth, or death certificate if the requestor attests,  
          under penalty of perjury, they are an authorized person.   
          Requires the request to provide a method for the official to  
          establish the identity of the requester electronically.   
          Specifically, this bill: 


          1)Authorizes the State Registrar, or a local registrar or county  
            recorder to accept electronic acknowledgement, sworn under  
            penalty of perjury, that the requester of a marriage, birth,  
            or death certificate is an authorized person. 



          2)Requires, if the request is accepted electronically, the  
            request process to provide a method for the official to  
            establish the identity of the requester electronically.  The  
            method to process electronic requests and to establish the  
            requester's identity would be required to comply with the  
            provisions of the California Uniform Electronic Transactions  








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            Act and all other applicable state and federal laws and  
            regulations to protect the personal information of the  
            requester and guard against identity theft. 



          3)Includes a cross reference to Penal Code Section 530.5 which  
            provides that it is a crime to willfully obtain the personal  
            identifying information, as defined, of another person and use  
            that information for any unlawful purpose.


          EXISTING LAW:  


          1)Charges the Office of Vital Records with the responsibility of  
            maintaining a uniform system for registration and a permanent  
            central registry with a comprehensive and continuous index for  
            all birth, death, fetal death, marriage, and dissolution  
            certificates registered for vital events which occur in  
            California.   



          2)Allows the State Registrar, local registrar, or county  
            recorder to furnish a certified copy of birth, death, or  
            marriage to applicants upon request if:



             a)   The request is written, faxed, or a digitized image and  
               accompanied by a notarized statement that is written,  
               faxed, or a digitized image, sworn under penalty of  
               perjury, that the requester is an authorized person, as  
               defined; or,



             b)   The request is made in person, and the official takes a  








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               statement, sworn under penalty of perjury, that the  
               requester is signing his or her own legal name and is an  
               "authorized person."


          3)Defines "authorized person," for purposes of obtaining  
            certified copies of birth, death, or marriage records, as any  
            of the following:

             a)   The person who is the subject of the record or the  
               parent or legal guardian of that person;
             b)   A party who is entitled to receive the record as a  
               result of a court order;





             c)   Law enforcement or governmental agency personnel  
               conducting official business;



             d)   A child, grandchild, sibling, spouse, domestic partner,  
               or grandparent of the person who is the subject of the  
               record;



             e)   An attorney or other person empowered to act on behalf  
               of the person who is the subject of the record; or,



             f)   An agent or employee of a funeral establishment who  
               orders death certificates when acting on behalf of  
               specified individuals. 










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          4)Provides that, in all other cases in which the requester does  
            not meet the requirements of an authorized person, a certified  
            copy may be provided to the requester but the document shall  
            be an informational certified copy and shall be redacted to  
            remove any signatures that appear on the document.  Requires  
            the certified copy to contain the statement "INFORMATIONAL,  
            NOT A VALID DOCUMENT TO ESTABLISH IDENTITY."


          FISCAL EFFECT:  This bill has not been analyzed by a fiscal  
          committee. 


          COMMENTS:  


          1)PURPOSE OF THIS BILL.  According to the author, individuals  
            seeking vital records in California suffer longer wait times  
            and pay significantly higher fees than individuals seeking  
            records in most other states due to outdated statutes that  
            govern vital records request policies.  The author states that  
            county and local staff are significantly burdened by current  
            policies that dictate that a vital records request may only be  
            partially competed online, followed by a notarized affidavit  
            submitted on paper.  This hybrid system of online requesting  
            means, practically, that a vital records request cannot be  
            processed without thousands of hours of county staff time  
            wasted because staff must manually attach related documents  
            for each individual request as supporting documentation is  
            submitted.  The author further asserts that California's  
            policies are drastically out of step with national trends to  
            increase access to vital government services through online  
            technologies, as 34 other states and 171 local jurisdictions  
            allow for digital authentication of vital records requests  
            online as a standard matter of practice. 


          2)BACKGROUND.  The Office of Vital Records is charged with the  
            responsibility of maintaining a uniform system for  








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            registration and a permanent central registry with a  
            comprehensive and continuous index for all birth, death, fetal  
            death, marriage, and dissolution certificates registered for  
            vital events which occur in California. Certified copies of  
            these records are available from the State Registrar, the 58  
            county recorders, and 61 local health jurisdictions.


          3)CALIFORNIA UNIFORM TRANSACTIONS ACT.  This bill would require  
            the electronic request for a vital record to provide a method  
            for the official to establish the identity of the requester  
            electronically.  The method established to process electronic  
            requests and establish the requester's identity would be  
            required to comply with the provisions of the California  
            Uniform Electronic Transactions Act (Act).  The purpose of the  
            Act is to standardize state laws regarding retention of paper  
            records (namely checks) and electronic signatures, in an  
            effort to facilitate the validity of electronic contracts and  
            transactions.





            The Act, however, does little in the way of providing security  
            against fraud.  It allows for electronic notarization of  
            signatures and provides that the requirement of an electronic  
            signature under penalty of perjury is satisfied if the  
            "electronic record includes, in addition to the electronic  
            signature, all of the information as to which the declaration  
            pertains together with a declaration under penalty of perjury  
            by the person who submits the electronic signature that the  
            information is true and correct."  Further, the Act does not  
            require any standard of security, but merely defines a  
            "security procedure" as a procedure employed for the purpose  
            of verifying that an electronic signature, record, or  
            performance is that of a specific person or for detecting  
            changes or errors in the information in an electronic record.  
            The procedure should include the use of algorithms or other  








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            codes, identifying words or numbers, encryption, or callback  
            or other acknowledgment procedures." 


          4)ELECTRONIC AUTHENTICATION GUIDELINES.  Electronic  
            authentication (e-authentication) is the process of  
            establishing confidence in user identities electronically  
            presented to an information system.  E-authentication presents  
            a technical challenge when this process involves the remote  
            authentication of individual people over an open network (i.e.  
            the internet), for the purpose of electronic government and  
            commerce.  The National Institute of Standards and Technology  
            (NIST), under the U.S. Department of Commerce, released  
            guidelines in 2013 to provide technical guidance to agencies  
            to allow an individual to remotely authenticate his or her  
            identity to a federal IT system.  These guidelines address  
            only traditional, widely implemented methods for remote  
            authentication based on secrets. With these methods, the  
            individual to be authenticated proves that he or she knows or  
            possesses some secret information. 


          5)EXECUTIVE ORDER ON SECURING CONSUMER DATA ONLINE.  In response  
            to several high profile consumer data breaches, potentially  
            leading to credit card fraud and identity crimes, President  
            Obama issued an executive order on October 17, 2014 aimed at  
            improving the security of consumer financial transactions.  It  
            states that "given that identity crimes, including credit,  
            debit, and other payment card fraud, continue to be a risk to  
            U.S. economic activity, and given the economic consequences of  
            data breaches, the United States must take further action to  
            enhance the security of data in the financial marketplace.   
            While the U.S. Government's credit, debit, and other payment  
            card programs already include protections against fraud, the  
            Government must further strengthen the security of consumer  
            data and encourage the adoption of enhanced safeguards  
            nationwide in a manner that protects privacy and  
            confidentiality while maintaining an efficient and innovative  
            financial system."  In part, the order directed the National  








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            Security Council staff, the Office of Science and Technology  
            Policy, and Office of Management and Budget to present to the  
            President by March, 2016 a plan to ensure that all agencies  
            making personal data accessible to citizens through digital  
            applications require the use of multiple factors of  
            authentication and an effective identity proofing process, as  
            appropriate.  


          6)SUPPORT.  The Urban Counties Caucus, cosponsor of this bill,  
            writes in support that counties process thousands of these  
            types of requests which can be very time consuming for both  
            county staff and consumers.  This bill would provide a more  
            user-friendly way to get access to these records through  
            established systems that verify the user's identity which  
            could provide significant cost savings to counties and provide  
            better customer service for these vital records. The  
            California State Association of Counties, cosponsor of the  
            bill, states that updating vital records requests could also  
            reduce the overall cost to the consumer of obtaining vital  
            records.  The current fee for a certified copy of a birth  
            certificate in Los Angeles County ranges from $23 to $28, and  
            the average notary fee is an additional $20.  



          7)OPPOSITION.  The Privacy Rights Clearinghouse (PRC) argues in  
            opposition to the bill that the substitution of an electronic  
            acknowledgement for a notarized affidavit will facilitate the  
            ability of identity thieves and other fraudsters to obtain  
            vital records that can then be used to engage in criminal acts  
            against Californians.  Certified copies of birth certificates  
            can be used to fraudulently obtain many other important  
            documents such as passports, driver's licenses, and  
            identification cards.  Certified copies of death certificates  
            can be used to fraudulently obtain decedents' death benefits,  
            including life insurance proceeds and investment accounts.   
            Vital records contain a wealth of personal information, which  
            if inappropriately released to the wrong person can result in  








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            a significant violation of privacy.  Privacy is protected by  
            California's Constitution, and should not be set aside merely  
            to facilitate the issuance of vital records.


          8)RELATED LEGISLATION.  AB 1546 (Olsen) requires the State  
            Registrar, in consultation with the County Recorders'  
            Association of California and other stakeholders, to study the  
            security features for paper used to print vital records, or  
            suitably secure alternative features, and report findings and  
            recommendations to the legislature by January 1, 2018.  AB  
            1546 is schedule to be heard in this committee on January 12,  
            2016. 


          9)PREVIOUS LEGISLATION.  


             a)   AB 2275 (Ridley-Thomas) of 2014 was identical to this  
               bill and failed passage in the Senate Judiciary Committee. 



             b)   AB 464 (Daly), Chapter 78, Statutes of 2013, allows  
               digitized images, as defined, to be included as part of a  
               request for a certified copy of a birth, death, or marriage  
               record.



             c)   AB 130 (Jeffries), Chapter 412, Statutes of 2009,  
               extends the existing limitations on the release and access  
               of birth and death records to marriage records in order to  
               prevent the unauthorized use of personal information.



             d)   SB 471 (Margett) of 2007 would have required any  
               individual, authorized by law to obtain a certified copy of  








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               a birth or death certificate, to show proof of  
               identification when the request is made in person, except  
               when the individual has been a victim of identity theft.   
               SB 471 died in the Senate Health Committee.



             e)   AB 1179 (Parra), Chapter 6, Statutes of 2004, prohibits  
               county recorders from providing certified copies of  
               military discharge papers except to specified persons and  
               allows county recorders to accept faxed, notarized  
               documents when specified information is present and  
               photographically reproducible.



             f)   AB 247 (Speier), Chapter 914, Statutes of 2002,  
               authorizes the State Registrar, local registrar, or county  
               recorder to provide a certified copy of a birth or death  
               record to an authorized person who submits a statement  
               sworn under penalty of perjury that the  requester is  
               signing his or her own legal name and is an authorized  
               person. 


          10)POLICY COMMENT.  Vital records contain a wealth of personal  
            information, which if inappropriately released to the wrong  
            person could result in a significant violation of privacy.   
            Privacy is protected by California's Constitution, and must be  
            protected with the highest possible standards.  Certified  
            copies of birth certificates can be used to fraudulently  
            obtain many other important documents such as passports,  
            driver's licenses, and identification cards.  Certified copies  
            of death certificates can be used to fraudulently obtain  
            decedents' death benefits, including life insurance proceeds  
            and investment accounts.  Given the inherent difficulties in  
            verifying the identity of an individual over the Internet, and  
            the countless opportunities for identity theft that vital  
            records in the wrong hands could create, strong protections  








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            must be in place to ensure that vital records are safely  
            maintained.  


          11)SUGGESTED AMENDMENTS.  


             a)   Supporters of this bill have cited many other  
               jurisdictions that use a specific technology known as  
               "dynamic knowledge-based authentication" to ensure security  
               and avoid identity theft.  The language in the bill,  
               however, does not describe any specific standards or  
               guidelines for security that will protect personal  
               information of the requester and guard against identity  
               theft.  The Committee may wish to amend this bill to  
               specify the actual security standards that will be used to  
               protect personal information, as follows: 


                 Section 103526(a)(3) If a request for a certified copy of  
                 a birth, death, or marriage record is made  
                 electronically, the official may accept an electronic  
                 acknowledgment,  verifying the identity of the requestor  
                 using a remote identity proofing process aligned with the  
                 US Federal guidelines for security and privacy ensuring  
                 that the requester is an authorized person.  The identity  
                 proofing process for security and privacy shall include   
                 dynamic knowledge based authentication or an identity  
                 proofing method consistent with the electronic  
                 authentication guidelines of The National Institute of  
                 Standards and Technology. The verification must   sworn  
                 under penalty of perjury, that the requester is an  
                 authorized person pursuant to this section.   The request  
                 shall also provide a method for the official to establish  
                 the identity of the requester electronically, pursuant to  
                 this section. A system or product used to process the  
                 electronic request and establish the requester's identity  
                 shall  comply with the provisions of the California  
                 Uniform Electronic Transactions Act and all other  








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                 applicable state and federal laws and regulations to  
                 protect the personal information of the requester and  
                 guard against identity theft. If a requester's identity  
                 cannot be established electronically pursuant to this  
                 paragraph, the requester may accompany his or her request  
                 with a notarized statement of identity pursuant to  
                 paragraph (1).


             b)   As drafted, the cross reference to Penal Code section  
               530.5 in paragraph (5) would inadvertently create a new  
               crime of identity theft that is not consistent with  
               identity theft as defined in the cross-referenced code  
               section.  Attesting to a false identity under this section  
               is already defined as perjury in current law; therefore the  
               cross-reference to identity theft in the Penal Code may be  
               unnecessary.  The Committee may wish to amend the bill to  
               strike paragraph (5) of the bill. 


                  (5) Willfully obtaining or assisting another person in  
                 obtaining a vital record when he or she is not authorized  
                 to receive that record is a crime pursuant to Section  
                 530.5 of the Penal Code.


           REGISTERED SUPPORT / OPPOSITION:




          Support


          California State Association of Counties (cosponsor)


          Urban Counties Caucus (cosponsor)









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          California Association of Clerks and Election Officials


          California Association of County Veteran Service Officers


          Little Hoover Commission


          Los Angeles County Board of Supervisors


          Rural County Representatives of California


          Opposition


          American Civil Liberties Union of California


          Consumer Federation of California


          Privacy Rights Clearinghouse




          Analysis Prepared by:Dharia McGrew / HEALTH / (916) 319-2097
















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