BILL ANALYSIS                                                                                                                                                                                                    Ó





                             SENATE JUDICIARY COMMITTEE
                         Senator Hannah-Beth Jackson, Chair
                             2015-2016  Regular Session


          AB 2143 (Irwin)
          Version: June 6, 2016
          Hearing Date: June 21, 2016 
          Fiscal: Yes
          Urgency: No
          TH   


                                        SUBJECT
                                           
                        County Recorder: Electronic Recording

                                      DESCRIPTION  

          Upon approval by resolution of the board of supervisors and  
          system certification by the Attorney General, existing law  
          authorizes a county recorder to enter into a contract with a  
          title insurer, underwritten title company, institutional lender,  
          or an entity of a local, state, or the federal government for  
          the delivery for recording, and return to the party requesting  
          recording, of a digitized electronic record affecting a right  
          title or interest in real property.

          This bill, until January 1, 2027, would authorize a county  
          recorder to enter into a contract with additional third parties  
          for such functions, provided the third party provides proof of  
          financial responsibility evidencing an amount of general  
          liability coverage of at least $1,000,000.

                                      BACKGROUND  

          In July 1999, the Attorney General's Task Force on Electronic  
          Recordation presented its recommendations pursuant to AB 1906  
          (Brewer, Ch. 463, Stats. 1998), which, among other things,  
          required the Attorney General to appoint a task force to meet on  
          a regular basis to address technical, legal, security, and  
          economic issues associated with electronic recordation,  
          recommend which persons and entities should be authorized to  
          digitize and record documents electronically, and prepare and  
          submit recommendations to the Governor and the Legislature.  The  








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          task force found that while electronic recording of real  
          property documents could save local agencies and businesses  
          significant time and money, it warned that the use of these new  
          technologies also "exposes the most sensitive of public records  
          to the possibility of corruption, damage, or destruction.  AB  
          1906 approved electronic recordation pilot projects in Orange  
          and San Bernardino Counties, and while San Bernardino County's  
          pilot project was slow to get off the ground, Orange County  
          quickly instituted an electronic recording system that utilized  
          dedicated transmission lines between specified escrow/title  
          companies and the county recorder's office.   These dedicated  
          lines ensured both the security of document transmission and the  
          identity of the transmitter.  According to task force reports  
          evaluating the pilot, Orange County's program decreased the  
          costs of doing business, decreased document processing times,  
          and expedited public access to records.

          Following the initial pilot program, several bills were  
          introduced to allow specific county recorders to join the  
          program or establish new ones.  When AB 1732 (Torlakson, 2000)  
          was heard in this Committee, the bill provided for the  
          regulation of document transmission systems and private sector  
          participant contracts by the Attorney General.  That bill died  
          on the Senate inactive file.  AB 2614 (Oller, 2000) would have  
          allowed the Placer County recorder to establish a system for  
          electronic recording that has been reviewed and approved by the  
          Attorney General, and would have authorized the Attorney General  
          to suspend use of the system upon a finding that fraudulent  
          activity had occurred as a result of a system defect in the  
          electronic recording of documents.  AB 2614 was vetoed by  
          Governor Davis, citing unbudgeted costs to the Attorney  
          General's office, and raising a concern about security and  
          integrity of records accepted for recordation.  SB 407 (Sher,  
          2001) would have established pilot projects in 12 counties for  
          electronic recording using a system reviewed and approved by the  
          Attorney General and requiring the counties to select a security  
          consultant from a list of computer security experts prepared by  
          the Attorney General.  That bill was held in this Committee.  

          AB 578 (Leno, Ch. 621, Stats. 2004) made elements of the pilot  
          program permanent by enacting the Electronic Recording Delivery  
          Act of 2004.  That bill established a statewide system to record  
          digital electronic records of real property instruments, and  
          required the Attorney General to adopt regulations for  
          certification and oversight of electronic delivery systems,  







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          associated software, and related services.   The bill authorized  
          counties to pay for costs associated with regulation and  
          oversight, and to collect a $1 fee from every recording of an  
          instrument in the county to pay for costs associated with the  
          system.  The bill also authorized a county recorder, upon  
          approval by the board of supervisors and certification of the  
          system by the Attorney General to establish an electronic  
          recording delivery system.  AB 578 limited the parties with  
          which a county recorder could contract to title insurers,  
          underwritten title companies, institutional lenders, and  
          entities of a local, state, or the federal government.  The  
          following year, AB 1738 (Cmte. on Local Gov., Ch. 520, Stats.  
          2005) required the Attorney General to conduct federal  
          background checks for those who access an electronic recording  
          delivery system.

          This bill would, subject to a 10-year sunset, authorize county  
          recorders to enter into contracts with additional third parties  
          for the delivery and return of digitized electronic records and  
          instruments affecting rights, titles, or interests in real  
          property, provided these third parties obtain general liability  
          coverage of at least $1,000,000.

                                CHANGES TO EXISTING LAW
           
           Existing law  , the Electronic Recording Delivery Act of 2004,  
          authorizes a county recorder to establish an electronic  
          recording delivery system upon approval by resolution of the  
          board of supervisors and system certification by the Attorney  
          General.  (Gov. Code Sec. 27391(a).)

           Existing law  provides, upon system certification, a county  
          recorder may enter into a contract with a title insurer, an  
          underwritten title company, an institutional lender, or an  
          entity of local, state, or federal government for the delivery  
          for recording, and return to the party requesting recording, of  
          a digitized electronic record that is an instrument affecting a  
          right, title, or interest in real property.  Existing law  
          specifies that the contract may provide for the delivery of  
          documents by an agent, but that the agent shall not be a vendor  
          of electronic recording delivery systems.  (Gov. Code Sec.  
          27391(b).)

           Existing law  provides that no electronic recording delivery  
          system may become operational without system certification by  







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          the Attorney General.  This certification shall affirm that the  
          proposed county system conforms to all legal requirements, that  
          security testing has confirmed that the system is secure and  
          that the proposed operating procedures are sufficient to assure  
          the continuing security and lawful operation of that system.   
          Existing law provides that the Attorney General shall approve  
          software and other services for electronic recording delivery  
          systems.  (Gov. Code Sec. 27392.)

           Existing law  requires the Attorney General to adopt regulations  
          for the review, approval, and oversight of electronic recording  
          delivery systems.  These regulations are to include, among other  
          things, the following elements:
           establishment of baseline technological and procedural  
            specifications for electronic recording delivery systems;
           requirements for security, capacity, reliability, and  
            uniformity;
           requirements as to the nature and frequency of computer  
            security audits;
           requirements to place of a copy of the operating system,  
            source code, compilers, and all related software associated  
            with each county's electronic recording delivery system in an  
            approved escrow facility prior to that system's first use;
           requirements to ensure that substantive modifications to an  
            operating system, compilers, related software, or source code  
            are approved by the Attorney General;
           procedures for initial certification of vendors offering  
            software and other services to counties for electronic  
            recording delivery systems;
           requirements for system certification and for oversight of  
            approved systems; and
           requirements for fingerprinting and criminal records checks.   
            (Gov. Code Sec. 27393.)

           Existing law  states that to be eligible to establish an  
          electronic recording delivery system, a county recorder shall  
          contract with, and obtain a report from, a computer security  
          auditor selected from a list of computer security auditors  
          approved by the Attorney General.  Existing law specifies that  
          electronic recording delivery systems shall be audited at least  
          once during the first year of operation and periodically  
          thereafter, and that audits shall include:
           examinations of the safety and security of the system,  
            including the vulnerability of the electronic recording  
            delivery system to fraud or penetration;







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           results of testing of the system's protections against fraud  
            or intrusion, including security testing and penetration  
            studies; and
           recommendations for any additional precautions needed to  
            ensure that the system is secure.  (Gov. Code Sec. 27394.)

           Existing law  specifies that no person shall be a computer  
          security auditor or be granted secure access to an electronic  
          recording delivery system if he or she has been convicted of a  
          felony, has been convicted of a misdemeanor related to theft,  
          fraud, or a crime of moral turpitude, or if he or she has  
          pending criminal charges for any of these crimes.  (Gov. Code  
          Sec. 27395.)

           This bill  would, until January 1, 2027, authorize a county  
          recorder to enter into a contract with an authorized submitter  
          not otherwise authorized for the delivery for recording, and  
          return to the party requesting recording, of an electronic  
          record that is an instrument to be recorded.

           This bill  would specify that an authorized submitter and any  
          agent submitting documents on behalf of an authorized submitter  
          shall provide proof of financial responsibility by providing a  
          certificate of insurance evidencing an amount of general  
          liability coverage of at least $1,000,000.

           This bill  would expand the scope of documents that may be  
          delivered via an electronic recording delivery system to include  
          "digital" electronic records.
          
                                        COMMENT
           
           1.Stated need for the bill
           
          The author writes:

            Often recording paper documents in person through the county  
            recorder is a time-consuming and costly process, especially  
            for entities that submit a high volume of documents.   
            Electronic recording has proven to be an efficient, safer, and  
            cost-effective method of recording documents.  Current law  
            allows specified title organizations and financial  
            institutions to electronically record certain legal documents  
            with county recorders provided that they register with the  
            Department of Justice and meet minimum liability requirements.







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            This bill seeks to expand the types of documents that can be  
            recorded electronically and those who may record them provided  
            certain security measures are in place.  It allows a county  
            recorder to enter into a contract with an authorized submitter  
            who is not already mentioned in existing law (title insurers,  
            institutional lenders, government entities) to record  
            digitized and digital records if they have proof of insurance  
            for one million dollars in general liability coverage.  The  
            [Attorney General] must also adopt regulations governing the  
            requirements for this insurance and a county recorder may  
            still refuse to enter into contract with any party for any  
            good faith reason.  Recent amendments have set a sunset date  
            of January 1, 2027, to allow for legislative review of the  
            increased size of the system.

            AB 2143 will expand electronic recording to all submitters  
            that register with the Department of Justice and hold minimum  
            liability insurance.  Allowing more entities to record  
            documents electronically will save costs for all parties  
            involved, allow documents to be recorded more quickly, and  
            help bring the infrastructure of local government into the  
            21st century.

           2.Security of electronic recording systems
             
          Existing law imposes fairly rigorous security standards,  
          implemented through regulations promulgated by the Department of  
          Justice, to ensure the security and reliability of electronic  
          recording delivery systems.  These regulations not only require  
          baseline security procedures and testing of the computerized  
          delivery systems, but also require periodic system audits and  
          restrict who can have access to these systems.  As presently  
          implemented, participation in the electronic recording delivery  
          system is limited by statute to title insurers, underwritten  
          title companies, institutional lenders, and entities of a local,  
          state, or the federal government, and only "digitized" records  
          may be delivered across a system.  This bill would authorize  
          additional third parties to enter into contracts with county  
          recorders for the delivery for recording, and return, of  
          electronic records affecting interests in real property,  
          provided those parties obtain a certificate of insurance  
          evidencing an amount of general liability coverage of at least  
          $1,000,000.  This bill would also expand the scope of documents  
          that may be delivered via an electronic recording delivery  







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          system to include "digital" electronic records.

          The security implications of the two changes proposed by this  
          bill deserve some consideration.  First, expanding the scope of  
          participating entities to third parties other than those  
          currently authorized, could, without more, undermine the  
          integrity of a county's electronic recording delivery systems.   
          However, in context, it is clear that this bill would subject  
          these additional third parties to the same oversight and system  
          certification standards that are required of existing  
          participants.  Additionally, this bill would require these  
          additional third parties to demonstrate financial responsibility  
          in the amount of $1 million dollars to cover potential legal  
          liabilities.  Given the cost of real property in California,  
          liability from a systematic defect in an electronic recording  
          delivery system that impacts multiple parties could, rather  
          quickly, exceed this amount.  Although stakeholders in support  
          of this bill report that these systems have not suffered  
          significant security breaches of the type seen with other  
          computerized record systems, the Committee might, nonetheless,  
          wish to consider whether this required amount of financial  
          responsibility is sufficiently high to cover potential losses.

          Second, expanding the scope of records transmitted across these  
          systems to include "digital" records could introduce new  
          reliability concerns that warrant further consideration.  Under  
          existing law, only "digitized" records - such as computer  
          scanned copies of paper forms - may be transmitted via an  
          electronic recording delivery system.  Depending on the security  
          standards built into a particular system, digital records -  
          those which are completely computer generated - may not have the  
          same level of reliability.  The Committee may wish to consider  
          directing the Attorney General to investigate whether expanding  
          the types of records transmitted across these systems warrants  
          any changes to the security regulations governing this program.


           Support  :  California Association of Realtors; California  
          Mortgage Association; California State Association of Counties

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  County Recorders Association of California







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           Related Pending Legislation  :  None Known

           Prior Legislation  :

          AB 1738 (Cmte. Local Gov., Ch. 520, Stats. 2005) See Background.
          AB 578 (Leno, Ch. 621, Stats. 2004) See Background.
          SB 407 (Sher, 2001) See Background.
          AB 2614 (Oller, 2000) See Background.
          AB 1732 (Torlakson, 2000) See Background.
          AB 1906 (Brewer, Ch. 463, Stats. 1998) See Background.

           Prior Vote  :

          Assembly Floor (Ayes 77, Noes 0)
          Assembly Appropriations Committee (Ayes 20, Noes 0)
          Assembly Local Government Committee (Ayes 9, Noes 0)

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